UC Irvine Kuali Forum
Bruce Morgan
Assistant Vice Chancellor for Research Administration
Nancy Lewis
Director, Sponsored Projects Carmen Roode
Carmen Roode
Kuali Projects Manager
Katya Sadovsky
Kuali Coeus Technical Manager
October 26, 2010
•
•
•
•
•
•
What is Kuali and KC?
Our commitment to you
Our progress
Demonstration of UCI KC
Our Plan for UCI KC
We Need You - Volunteer
October 26, 2010
What is Kuali?
• Kuali is a Malaysian word for a small wok
• The Kuali Foundation
– Non-profit corporation
– Devoted to developing open source administrative
software for higher education
– Member institutions contribute resources and
participate in software development
October 26, 2010
What is Kuali?
• Products
– Kuali Coeus
– Kuali Financial System
– Kuali Student
– Kuali Rice
– Kuali Ole
– Kuali Ready
• Kuali seeks to integrate its products for a
community solution
October 26, 2010
What is Kuali?
October 26, 2010
Who is developing Kuali Apps?
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Australian National University
Boston University
Brown University
California State University - Office of the
Chancellor
Carnegie Mellon University
Colorado State University
Cornell University
Duke University
Indiana University
Iowa State University
Lehigh University
Massachusetts Institute of Technology
Michigan State University
NACUBO
Naval Postgraduate School
North Carolina State University
North West University - South Africa
Pennsylvania State University
The University of Arizona
Tufts University
October 26, 2010
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Tulane University
University of British Columbia
University of California- OP
University of California-Berkeley
University of California-Davis
University of California-Irvine
University of California-Santa Barbara
University of California-San Diego
University of Chicago
University of Connecticut
University of Florida
University of Hawaii
University of Illinois
University of Maryland
University of Pennsylvania
University of Southern California
University of Toronto
University of Virginia
University of Washington
West Virginia University
What is Kuali Coeus (KC)?
• A research administration system
– MIT Coeus as baseline design
– Adding functionality beyond Coeus
– Updating technical architecture
– Creating independence from third-party vendors
– Integration with other Kuali applications
October 26, 2010
What is Kuali Coeus?
October 26, 2010
Benefits of Kuali Coeus
• Web-based with standardized user interface
• Electronic work flow and digital documents
– KC will enter data directly into the SPA system
– Routes proposals to proper approvers
– Upload/attach digital documents
• Possibility of future system expansion to
include other modules
October 26, 2010
What’s Driving the Move to KC?
• The complexity of proposal development and
submission
• Efficiencies gained through system-to-system
communications, work-flow and digital docs
• Existing data systems are aging and losing
vendor support
• World-class research universities need worldclass administrative system technologies
October 26, 2010
Our Commitment to You
• KC will not be rolled out prematurely
– It must create efficiencies in our collective work
– It must not create inefficiencies
• To keep you informed of our progress
• To consult with you
• To provide you with the opportunity to
participate in system testing and feedback
October 26, 2010
Our Progress
• Kuali Coeus 2.0 installed in a sandbox
environment
• Version 2.0 has a number of improvements,
including enhanced workflow
• System is configured and the necessary
enhancements are in process
• Sponsored Projects staff participated in pilot
testing
• Pilot testing by campus volunteers is next the
step
October 26, 2010
Demonstration
October 26, 2010
Portal Login
October 26, 2010
Proposal Search
October 26, 2010
Proposal – Basic View
October 26, 2010
Sponsor Information
October 26, 2010
Key Personnel
October 26, 2010
Custom Data
October 26, 2010
Attachments
October 26, 2010
Questions
October 26, 2010
Budget Version
October 26, 2010
Budget Totals
October 26, 2010
Proposal Actions
October 26, 2010
Validation
October 26, 2010
SAMS Functions
Functions that are available
October 26, 2010
Portal Gateway
October 26, 2010
New Proposal
October 26, 2010
What Challenges do We Face?
• Most significant challenges:
– Integrating KC with existing data systems
– Analyzing existing and new KC functionality
• Current UC/UCI policies and procedures
• Coeus functional assumptions based on MIT
– In certain cases, KC lacks efficiencies
• Flat questions v. branching questions
– Not all software changes/fixes can occur at local
level
• Local implementation v. overall functionality
October 26, 2010
Current Implementation Strategy
• KC workgroup
– Continue efforts across all proposal development
and submission functions
• Phased implementation approach
– Functionality release
– Pilot testing
– Training
October 26, 2010
Current Implementation Strategy
• Functionality release
– Phase 1 – Proposal Development & Electronic
Routing/Approval
– Phase 2 – Budget Builder
– Phase 3 – Grants.gov submission
• Pilot testing – for each functionality phase
– Pilot tester selection and training
– Existing proposals using a development server
October 26, 2010
Current Implementation Strategy
• Training for each functionality phase
– Phase 1
• KC user interface and functions common to all
functionality phases
• Proposal Development & Electronic Routing/Approval
functionality
– Phase 2
• Budget Builder functionality only
– Phase 3
• Grants.gov integration functionality only
October 26, 2010
We need you
To volunteer for pilot testing send an e-mail to:
SP@research.uci.edu
Pilot testing will be limited to twenty volunteers
October 26, 2010
Questions
Thank you for attending!
October 26, 2010