Sakai Project Overview

1. Sakai Project Overview Hosei University IT Research Center Tokyo May 13, 2005 Joseph Hardin, University of Michigan School of Information Sakai Board Chair KYOU / sakai Boundary, Situation

2. Challenges for Higher Education Serving the frontiers of innovation for users, getting faculty innovations in teaching and research available to a large community rapidly Delivering sustainable economics to university systems, lowering cost of key infrastructure

3. Online Collaboration and Learning Environments are Key Tools for our Faculty and Students Now Rapid, continuing growth in adoption and use. Just keeps growing.

4. So, The Sakai Project - 2004 “The University of Michigan, Indiana University, MIT, Stanford, the uPortal Consortium, and the Open Knowledge Initiative (OKI) are joining forces to integrate and synchronize their considerable educational software into a pre-integrated collection of open source tools.” (January, 2004) Sakai Project receives $2.4 million grant from Mellon Foundation; support from Hewlett Foundation

5. Sakai Funding • Each of the 4 Core Universities Commits • 5+ developers/architects, etc. under Sakai Board project direction for 2 years • Public commitment to implement Sakai • Open/Open licensing – “Community Source” • So, overall project levels • $4.4M in institutional staff (27 FTE) • $2.4M Mellon, $300K Hewlett (first year) • Additional investment through partners

6. Why: All the simple reasons These are core infrastructures at our Universities • Economic advantages to core schools, partners • Higher ed values – open, sharing, building the commons – core support for collaboration tech • We should be good at this – teaching, research are our core competencies • Maintains institutional capacity, independence • Ability to rapidly innovate – move our tools within/among HE institutions rapidly Based on goals of interoperability - Desire to harvest research advances and faculty innovation in teaching quickly

7. Response to Sakai Project in higher education press. Quick and positive. Sakai will be influential. More so as community grows.

8. July 04 May 05 Dec 05 Jan 04 • SAKAI 2.0 Release • Tool Portability Profile • Framework • Services-based Portal • SAKAI Tools • Complete CLE • Assessment Tool • Research Tools • Authoring Tools "Best of" Refactoring Activity: Ongoing implementation work at local institution… Primary SAKAI Activity Refining SAKAI Framework,Tuning and conforming additional tools Intensive community building/training Sakai Project Timeline (Aggressive) Activity: Maintenance & Transition from aproject to a community • Michigan • CHEF Framework • CourseTools • WorkTools • Indiana • Navigo Assessment • OneStart • Oncourse • MIT • Stellar • Stanford • CourseWork • Assessment • OKI • OSIDs • uPortal • SAKAI 1.0 Release • Tool Portability Profile • Framework • Services-based Portal • Refined OSIDs & implementations • SAKAI Tools • Complete CLE • Assessment Primary SAKAI Activity Re-factoring “best of” features for tools Conforming tools to Tool Portability Profile

9. Sakai Project Deliverables Working Code – CMS/CLE- Collaboration and Learning Environment – Sakai 1.0 • Course management system – core tools plus • Quizzing and assessment tools, [ePortfolio from OSPI], etc • Research collaboration system • Portal (uPortal 2.3, 3.x) Modular tools - also pre-integrated to work out of the box Tool Portability Profile • Specifications for writing portable software to achieve application ‘code mobility’ among institutions – modular tools and services Synchronized development, adoptions at Michigan, Indiana, MIT, Stanford – Sakai 1.0 is the next generation for CourseWork, CHEF, Oncourse, Stellar Sakai Community – Committed and active

10. Basic Sakai Strategy • Partner with like minded institutions • Build an open, world-class system • Use/develop open source products • Build framework for easy tool building • Build international community of adopters and contributors • Move innovation into tools quickly

11. So, What is Sakai? • Sakai is a project – an initial grant for two years • Sakai is an extensible framework - provides basic capabilities to support a wide range of tools and services – teaching and research • Sakai is a set of tools - written and supported by various groups and individuals • Sakai is a product - a released bundle of the framework and a set of tools which have been tested and released as a unit • Sakai is a community – an emerging group of people and resources supporting the code and each other, realizing large scale Open Source efficiencies in Higher Ed

12. Supporting the Class Sakai as Course Management System (CMS)

13. Supporting the Lab Sakai as collaboratories - support for online research teams

14. CHEF-Based NEESGrid Software NEES Chef -> Sakai 07/05

15. NMI / OGCE So, Sakai is plugging into the high performance GRID. www.ogce.org NSF National Middleware Initiative Indiana, UTexas, ANL, UM, NCSA

16. Open Grid Computing Environment Example: Submitting a job to the GRID. Note research computing tools added on left.

17. Bringing the lab to the classroom

18. Ctools – Production Sakai at University of Michigan. Some example screen shots.

19. Ctools – List of Worksites – Classes, Projects Both students and faculty can set up projects. In fact, we are seeing the rate of project creation surpass that of class creation. People like to work/learn together.

20. Site/class home page

21. Site Resources area

22. Discussion tool – Forums

23. Email Archive

24. Site Info – class list

25. Student Student Student Staff 1 Staff 2 Staff 3 Sakai Middle East News Feed Discussion Forum Discussion Forum Resource Management Collaborative Project Middle East Discussion But, More than a CMS • Sakai more than Course Management System • Sakai = Collaboration & Learning Environment Use for teaching/learning/research and many other online group activities for faculty, students, staff.

26. Sakai in Production at UM, IU Now • We have about 25,000 people using CTools in at least one course at UM. That is about ~54% of candidate users at University of Michigan. • There are over 1000 course sites representing nearly 2000 sections this term. • Our transition from the legacy system will be complete this Fall, 2005; legacy system ‘turned off’; then we are all Sakai/Ctools at UMichigan Doing fine…

27. Building the Sakai Community • Developer and Adopter Support for Universities SEPP - Sakai Educational Partner’s Program Community for ongoing development, adoption, support • Commercial Support – Sakai Commercial Affiliates Based on open-open licensing – open source, open for commercialization SCA – Fee-based services from vendors include… • Installation/integration, on-going support, training • Think of as “Sakai Red Hats” Also, IMS Global Learning Consortium – building standards; working with CLE/CMS vendors on interoperability between frameworks, e.g., WebCT, BlackBoard, Sun, Cisco Learning, etc.

28. Sakai Educational Partner’s Program Developing the Community to Guide the Source. • Membership Fee: US$10K per year ($5K for smaller schools), 3 years • Access to SEPP staff • Community development liaison • SEPP developers, documentation writers • Invitation to Sakai Partners Conferences • Developer training for the TPP, tool development • Strategy and implementation workshops • Software exchange for partner-developed tools • Seat at the Table as Sakai Develops The success of the SEPP effort will determine the long term success of the project.

29. Arizona State University Boston University School of Management Brown University Carleton College Carnegie Foundation for Advancement of Teaching Carnegie Mellon University Coastline Community College Columbia University Community College of Southern Nevada Cornell University Dartmouth College Florida Community College/Jacksonville Foothill-De Anza Community College Franklin University Georgetown University Harvard University Hosei University IT Research Center Johns Hopkins University Lubeck University of Applied Sciences Maricopa County Community College Monash University Nagoya University New York University Northeastern University North-West University (SA) Northwestern University Ohio State University Portland State University Princeton University Roskilde University (Denmark) Rutgers University Simon Fraser University State University of New York Stockholm University SURF/University of Amsterdam Tufts University Universidad Politecnica de Valencia (Spain) Universitat de Lleida (Spain) University of Arizona University of California Berkeley University of California, Davis University of California, Los Angeles University of California, Merced University of California, Santa Barbara University of Cambridge, CARET University of Cape Town, SA University of Colorado at Boulder University of Delaware University of Hawaii University of Hull University of Illinois at Urbana-Champaign University of Minnesota University of Missouri University of Nebraska University of Oklahoma University of Texas at Austin University of Virginia University of Washington University of Wisconsin, Madison Virginia Polytechnic Institute/University Whitman College Yale University New University of Melbourne, Australia University of Toronto, Knowledge Media Design Institute Sakai Educational Partners – April 1, 2004

30. Boston University School of Management Carleton College Foothill-De Anza Community College District Indiana University Johns Hopkins University Lübeck University of Applied Sciences, Germany Massachusetts Institute of Technology Northwestern University Rutgers Stanford University University of California, Berkeley University of California, Merced University of Cape Town, SA University Fernando Pessoa, Portugal University of Lleida, Spain University of Michigan University of Missouri University of Virginia Whitman College Yale University Known Pilots and Production Growing pretty quickly.

31. Some Sakai Partner Projects:Examples of Early Community Contributions to the Sakai Project

32. The Berkeley Grade Book University of California, Berkeley funded development of an on-line grade book. The UC Berkeley grade book is now in pilot on the Berkeley campus as a stand alone tool, and moving into pilot at IU. It is part of the 1.5 release.

33. Grad Tools The University of Michigan’s Grad Tools provides doctoral students and faculty a way of tracking degree progress from the point of choosing an advisor to degree conferral. Doctoral students create their own site, which contains an automatically personalized dissertation checklist based on data from their department and from the graduate school. Students control access to their Grad Tools site, and use collaboration features common to CTools, including file storage, group email, email notification, structured discussion, and more.

34. Keeping track of student progress toward a degree. More time for learning, and teaching.

35. Samigo – Testing and Assessment Part of 1.5 release

36. Melete – Online Lesson Authoring Tool – Part of ETUDES Project Foothill College’s Melete, an online lesson authoring environment, is the classroom component of ETUDES (Easy to Use Distance Education Software) that is being rewritten in Java for Sakai-based ETUDES-NG. Melete offers instructors the ability to author online learning modules. Melete features extra controls to assist online teachers/learners, such as the ability to set prerequisites and the pacing of material. The Hewlett Foundation funded deployment of Sakai for the service provided to 48 California community colleges. Part of 2.0 release

37. ETUDES Consortium – Sakai Pilots to Production 300 faculty from 17 community colleges (highlighted in red on next slide) from the ETUDES Alliance have committed to a pilot of ETUDES-NG (Sakai 1.5 + Samigo + Melete) in the spring and summer of 2005. Three colleges will go into production in the fall. More to follow in the spring. All colleges will migrate to Sakai by July 1, 2007.

38. Skins at Course Site Level

39. Melete – Lesson Builder

40. Composing content online using a WYSIWYG Editor Linking to websites to supplement or support the content of a lesson This is MELETE Uploading all types of documents for lesson components/content

41. Accessibility metadata Will plug in to TILE from U Toronto. Ability to check for lack of compliance with Section 508 accessibility guidelines

42. Student View – Navigation & Licensing content Navigation is created automatically Authors can license their content

43. Open Source Portfolio Initiative (OSPI) OSPI is a community of individuals and organizations collaborating on the development of the leading open source electronic portfolio software. The Open Source Portfolio software is individual-centered, enabling users to gather work products and other artifacts to be stored and shared with others, and used for personal growth and development. The ePortfolio toolset is being developed on the Sakai infrastructure providing a stand alone application as well as an integration of rich portfolio tools in the full suite of Sakai applications. See www.theospi.org Tracking Sakai releases – 1.5 and 2.0

44. All these are examples of distributed development of innovation – Sakai Partners building new tools, and sharing them immediately with the community, through the Sakai platform.

45. Building Contribution Community • Receiving code fixes and folding them in • Receiving large tools and working to integrate them effectively • XWiki • Blog • Jabber Instant Messaging • SCORM player • RDF-based visual concept mapper Rapidly growing area. Possible because we’re open source. Thus anyone can contribute. Necessary to achieve goal of rapid innovation within mature system. We filter contributions.

46. SCA – Sakai Commercial Affiliates First Generation – Open Source Software Support Support for the Sakai codebase, or support of Sakai users = SCA Member

47. ‘Second Generation’ SCA Partners

48. …sees two significant areas of activity and investment on the part of institutions and higher education communities (…) with the Sakai Project having the promise of playing a keystone role in both of these areas: • Open-source Business and Learning Solutions: Institutions are driving towards collaborative, open systems for content creation, management and delivery, as well as administrative and support systems. The institutions see open systems as a way to reduce operating costs and a growing dependency on proprietary software vendors, and as a way to unleash the innovation and creativity of their faculty and students. • Interoperable Learning Content: Institutions are driving towards interoperable learning materials (textbooks, tests, supplemental materials). Institutions increasingly are differentiating themselves in their effort to attract students through specialization (…) A key need, therefore, is for content to be standards based and interoperable in order to simplify its acquisition. A related and critical need is the effective ability to find learning materials across a vast array of electronic sources. IBM believes that Sakai is one of the answers…

49. What IBM plans to do with Sakai Project… Reference Architecture: Working with a group of higher education leaders and partners, IBM intends to publish a reference architecture for the higher education industry and to create an integration stack (…) SW Stack and Offering: With the Sakai application as the core, IBM plans to build an end-to-end software stack(…) HW Stack and Offering: Building on the software stack, the next logical step is to build a combined software/hardware stack and provide clients with what we are calling a “Sakai-in-a-Box” offering that enables them to order a Sakai installed server that they simply plug in and configure to their specific institution’s needs. This will be a significant factor in enabling a fast adoption rate for Sakai. Hosting Stack and Offering: Examining the successful business models of commercially successfully Course Management Systems highlights the fact that being able to provide a web-accessible ‘hosted’ offering is a key factor in fast commercial adoption(…)

50. What IBM plans to do… 2 Code Donations: IBM is well known for our significant contributions of source code to the open source community, and we are open to considering the donation of IBM owned assets to the Sakai community. “Commercial” SW expertise: As one of the world’s largest software companies,IBM Software Group can offer the Sakai Project significant experience across the full spectrum of code development, packaging, testing and commercialization. Global Sales and Marketing Channel: IBM manages the single largest Education Industry channel in the world, combining the most experienced team of IBM Education Industry sales experts in the world with the most extensive Business Partner channel in the world. With the key to Sakai’s success being quick, broad commercial adoption, having an experienced, global channel will be a significant contributor. Both universities and commercial partners contributing code and expertise. Benefit of open source strategy.