Ian Dolphin - Executive Director - ian.dolphin@apereo.org Jaeques Koeman - Chair, Apereo Incubation WG

Francisco Osorio - Flickr - https://www.flickr.com/photos/francisco_osorio/ - Attribution 2.0 Generic (CC BY 2.0)

Open Source Software Serving EducationIntroducing Apereo

– Apereo Mission

“…to help educational organizations collaborate to foster, develop, and sustain open technologies and innovation to support learning, teaching, and research.”

– The Apereo Foundation is a non-profit [501(c)(3)] registered in New Jersey

Why Open-Source?

Suitability

Cost

Control

Ability to collaborate in order to innovate

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} ‘Courant Report’

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1 Software and Collaboration in Higher Education - A Study of Open Source Software www.campussource.de/opensource/docs/OOSS_Report.pdf

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Why a Foundation?

Aggregation of common services is cost-effective.

A common neutral point to vest and manage IPR …

… reduces potential friction & multi-point negotiation

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Apereo: Core Functions …… for our software communities & communities of interest

1. Licensing and management of intellectual property

2. Technical & community infrastructure; events, lists etc.

3. Programs; Fellows, Teaching Innovation Awards

4. Banking, Accounting, Administration

5. Incubation

Deliberately minimal - we want to save edu money, not remove it!

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Licensing and Intellectual Property (i - in)

Inbound

[Individual Contributor Agreements]

[Corporate Contributor Agreements]

[Software Grant License Agreement]

Assures foundation that contributor has right to contribute

Assures community that Foundation can share in perpetuity

Licensing and Intellectual Property (ii - out)

Outbound[Apache]

[Educational Community License]

Open/open licenses allow unhindered commercial adoption

Symmetrical - all contributors have same rights

Apereo Governance

Membership organization

Elected Board of Directors - + small number appointees

Around 80 higher ed and commercials worldwide Close partnership with 72 higher ed institutions in FranceIndependent Schools Victoria - network of 150 schools

Constituent communities have significant autonomy- devolve decision making to those closest to the problem

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Francisco Osorio - Flickr - https://www.flickr.com/photos/francisco_osorio/ - Attribution 2.0 Generic (CC BY 2.0)

Software Communities

Bedework CAS Opencast Open Academic Environment Sakai Student Success Plan UniTime uPortal/uMobile Xerte EDexchange Karuta Learning Analytics Processor OpenDashboard OpenLRS

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Francisco Osorio - Flickr - https://www.flickr.com/photos/francisco_osorio/ - Attribution 2.0 Generic (CC BY 2.0)

Communities of InterestPurpose Teaching & Learning ePortfolio Learning Analytics

Software Development Internationalization Accessibility Security Licensing

Geographical South Africa Europe Japan Spain

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Incubation

A guide towards to sustainability …

… from a project to a community

Structured process

Supported by volunteer mentors

https://www.apereo.org/incubation

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Teaching how to fish Not providing fish

What incubatees say

“Just having someone to report to makes us more organized and more articulate about what we are doing. Because our mentors are with us, we are better.” J. Smith - Karuta Open source Portfolio

“The incubation process functions as a pointer to look at things that otherwise might have been overlooked. The fact that one mentor wasn't familiar with the project was useful.” N. Matthijs - Open Academic Environment

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Ian Dolphin - Executive Director - ian.dolphin@apereo.org Jaeques Koeman - Chair, Apereo Incubation WG

Francisco Osorio - Flickr - https://www.flickr.com/photos/francisco_osorio/ - Attribution 2.0 Generic (CC BY 2.0)

Open Source Software Serving EducationIntroducing Apereo