New To Sakai

New to Sakai?

Peter Knoop, University of MichiganAmy Neymeyr, Indiana University

10th Sakai Conference - Boston, MA, U.S.A. 2

Peter KnoopProject Coordinator – Sakai FoundationResearch Investigator – University of Michigan

July 2009


Peter KnoopProject Coordinator – Sakai FoundationResearch Investigator – University of Michigan

July 2009


Amy Neymeyr

July 2009

•Indiana University – IT Training and Education•Then:

• Creating/maintaining end-user support documentation

•Now: • Quality Assurance testing • Developing functional requirements

Agenda

Time Topic1:00 – 1:30 Introductions/Why Sakai?1:30 – 2:00 Overview of Sakai2:00 – 3:00 Using Sakai3:00 – 3:15 Break3:15 – 4:30 Using Sakai (cont’d)4:30 – 5:00 Deploying Sakai (Migration and Integration)

5:00 – 5:30 Preview of Conference and Wrap-Up


Logistics

• Bathrooms are located near the foot of the escalators in the lobby…

• Break at 3:00-3:15pm• Wi-Fi

• Sakai • sakai123

July 2009


How are you? Why are you Here?

• Name?• Affiliation?• Role?• Previous knowledge of Sakai?• Interest in Sakai?• Favorite thing to do in Boston?

July 2009

Overview of Sakai

• What is Sakai?• History

• Getting Involved


What is Sakai?

The Sakai CLE is a flexible, enterprise application that supports teaching, learning and scholarly collaboration in either fully or partially online environments. The Sakai CLE is distributed as free, open-source software, which offers the ultimate in flexibility and avoids the risks of vendor lock-in and escalating license costs.

Built by educators for educators.

• Foundation• Software• Community

July 2009

Brief History of Sakai

• 1990’s Research projects and home-grown efforts

• 2000’s Recognition of a common needs, shared resources (not just dev, but help)

• 2003 Mellon Grant• UM, IU, Stanford, MIT• Pick best-of-breed (CHEF)• Iron Chef Hiroyuki Sakai

• 2005 Non-profit


Sakai (the Foundation) is…

• …a member-based, non-profit 501(c)(3) corporation engaged in the collaborative design, development and distribution of open-source software for education, research and related scholarly activities.

• …supported by voluntary partner contributions (Sakai Partners Program)

• …governed by a ten-member Board of Directors elected by Sakai Partners

July 2009


Sakai Foundation StaffExecutive Director – Michael KorcuskaProject Coordinator – Peter KnoopCommunity Coordinator – Anthony WhyteQA Director – Pete PetersonAdmin Coordinator – Mary Miles

Welcome!Product Manager – Clay Fenlason Communications Manager – Pieter Hartsook

Sakai Board:• John Norman, Chair• Josh Baron• Lois Brooks• Clay Fenlason• Josh Hardin• Stephen Marquard• Lance Speelmon• Jutta Treviranus

July 2009


Role of the Sakai Foundation

• Oversee Sakai's intellectual property. • Encourage community-building between academic

institutions, non-profits and commercial organizations.

• Promote Sakai and the wider adoption of open-source standards and approaches within higher education.

• Coordinates software development, quality assurance and distribution.

• Manage Sakai’s conferences and meetings.July 2009

10th Sakai Conference - Boston, MA, U.S.A. 14July 2009


Sakai (the Software) is…

• … a Collaboration and Learning Environment – CLE (or LMS, CMS…)

• …an enterprise-ready collaboration and courseware management platform that provides users with a suite of learning, portfolio, library, project and research tools

• …open-Source – free to download, customize, and contribute…

July 2009


Licensing

EDUCATIONAL COMMUNITY LICENSE — Sakai’s software is licensed under the terms of the ECL, a variant of the Apache license. The ECL encourages a wide range of use including the production of derivative work in the commercial space.

NO FEES OR ROYALTIES — Sakai is free to acquire, use, copy, modify, merge, publish, redistribute & sublicense for any purpose provided our copyright notice & disclaimer are included in all copies of the original or derivative work(s).

NO “COPYLEFT” RESTRICTIONS — unlike GPL redistributed derivative works are neither required to adopt the Sakai license nor publish the source code as open-source.

July 2009


Technical Goals

SCALABILITY/RELIABILTY — build enterprise-level software; support > 100,000 users in clustered environments; promote high availability and performance optimization.

EXTENSIBLITY — build in component-based expansion with class loader isolation.

FLEXIBLITY — simplify local customizations, including internationalization.

INTEROPERABLITY/INTEGRATION — achieve seamless integration across tools and systems when appropriate; data interoperability and ability to extend Sakai via web services.

SEPARATION OF CONCERNS — maintain clear abstraction boundaries between tools, services, framework, & presentation.

July 2009


ArchitectureFRAMEWORK (SAF) — registrar for tools &

services; provider of common services; no knowledge of domain objects.

SERVICES — provide business logic & persistence mechanisms; service-to-service communication via documented APIs; presentation agnostic.

TOOLS — define presentation; exhibit no persistence; discover implementations of APIs at run time using Spring Framework or the Sakai ComponentManager.

AGGREGATOR/PORTAL — orchestrates tool placement & configures final UI; receives & dispatches requests to tools after setting properties like “context.”

July 2009

Abstract Tool Layout (JSP)Abstract Tool Layout (JSP)

Tool Code (Java)Tool Code (Java)

Application ServicesApplication Services

Common Services (SAF)Common Services (SAF)

Presentation Services (SAF)Presentation Services (SAF)

Service Interface (APIs)

Presentation abstraction

WS ClientWS Client

Axis (SAF)Axis (SAF)

WS EndpointWS Endpoint


Sakai “Project” Nomenclature

Past (Tools & Services)• Contrib• Provisional• Core

Future (Capabilities)• R&D• Incubation• Project

July 2009


Tools, Services, and Capabilities

• Much of today will be a chance to see and try out the current version of Sakai

• More soon…

July 2009


Sakai Release Timelines

• Project Coordination meetings at Conferences (Monday and Saturday)…

• Releases supported for two-years; longer, if sufficient community interest and involvement

• Sakai 2.5 – Current recommended release is 2.5.4• Sakai 2.6 – Right after conference will be 2.6.0• Sakai 2.7 – early-2010?• Sakai 3.0 – 2011/2012? (Early-adopters early-2010?)• Sakai 2.4 – To be deprecated with 2.6 release

July 2009


Sakai Release Timelines

• Periodic Maintenance Releases• Maintenance Branches (2.4.x, 2.5.x, 2.6.x)• 2.5.5 – right after conference• 2.6.1 – in a couple months?

• Security Patches• Advanced Notification• Security Contact List

July 2009


What is Sakai 2.6?

• Evolutionary step from 2.5 (most robust, stable, widely used release to-date)

• No major UI changes (need to update support documentation minimized)

July 2009


Key 2.6 Enhancements

• Sakai 2.6 Overview • http://confluence.sakaiproject.org/x/BoA0

• Highlights• Separate Kernel 1.0 Release• “Student View”• Site creation templates• Added db2 and WebSphere support

July 2009

http://confluence.sakaiproject.org/x/BoA0

25

Enhanced for 2.6

Tools• Assignments• Calendar Summary• Citations• Email Archive• Gradebook• Messages• Portfolio (OSP)• Preferences• Resources• Schedule• Tests & Quizzes (a.k.a. Samigo)• Worksite Setup/Site Info

Services• component• Content Hosting Service• course-management • email• emailtemplateservice• entitybroker• JSF• Web services

29-Apr-2009

26

Tools with Bug-Fixes only for 2.6

• Announcements• Chat• Help• Linktool• Login• Membership• Metaobj• MOTD (Message-of-the-Day)• MyWorkspace• News (RSS)• On-Line• Podcasts• Post'em

• PreferAble• Presence• Reset Password• Roster• Search• Section Info• SUTool• Syllabus• Tab Management• Users• Web Content• Worksite Information

29-Apr-2009

27

Services with Bug-Fixes only for 2.6• Access• Alias• Authz• Build• Calendar• Content-Review• Courier• Database• Entity• Event• IMSTI• JCR• Memory• Portlet• Privacy

• Profile• Quartz Scheduler• Realms• Reports• Rights• Site• Sites• Skins• Test Harness• Tool• Util• Velocity• WebDAV• WSRP

29-Apr-2009

28

Services moved to Kernel 1.0

• alias• authz• cluster• component• content• db• email• entity

• event• JCR• memory• site• tool• user• util

29-Apr-2009


What is 2.7?

• Initial call posted for ideas…• Evaluate based on community interest,

community experience, project team support, compatibility, integration, robustness, scalability, accessibility, internationalization, design review, etc. – Sakai Product Council

July 2009


Suggestions so far 2.7

• Wiki rich-text editor (2.6.1?)• Assignments 2• Gradebook 2• Site hierarchy support• Forums enhancements• Simple Content Authoring• Look for announcements after conference…

July 2009


What is Sakai 3.0?

• Friday is “Sakai 3 Day”• New Paradigms

• Everything is content• Capability-focused• Independence of user,

groups, sites, and content

• New Development Processes• Increase cross-

institutional participation• Sakai Product Council

July 2009


Sakai (the Community) is…

• …a global, diverse group of individuals and organizations interested in and motivated to support Sakai the software and each other.

July 2009


Sakai Partners Program

• SPP provides the intellectual, human and financial capital necessary to support both the foundation and the work of the community. • Foundation governance• Help determine priorities for the community• Work cooperatively in every phase of Sakai's software

production process. • Membership in the Sakai Partners Program is optional and

is open to academic institutions, non-profits and commercial organizations committed to Sakai's community-source vision of open-source software development and distribution.

July 2009


Sakai Partners Program

• Regular membership: $10,000 per year (less than 3000 student enrollment in largest semester, $5000/year)

• Sakai Commercial Affiliate (SCA) membership fees based on a sliding scale: $2000 per $1 million in revenues (minimum of $2000/maximum of $10,000)

• 20% discount for three-year memberships

July 2009


Sakai Fellowship Awards

• Acknowledge, celebrate and reward the valuable and significant Sakai volunteer contributors in all areas of Sakai.

• 2009 Sakai Fellows:• Ian Boston, University of Cambridge • Jean-François Lévêque, Université Pierre et Marie Curie• Nicolaas Matthijs, University of Cambridge• Mathieu Plourde, University of Delaware• Janice A. Smith, Three Canoes Consulting• Steve Swinsburg, Lancaster University

July 2009

Community Communications

• Where to “listen”?• Announcements email list• Newsletter (job postings, excerpts from email lists)

• Where to “speak”?• Community Email lists• Wiki (Confluence)• Conferences, Workshops, Meet-Ups, User Groups, etc.

• Where to “research”?• Email list archives, Website, Wiki (Confluence)

• New Communications Manager

Community Themes

• Email lists, Conference Tracks, Wiki Spaces, etc.• Building Sakai• Deploying Sakai• Using Sakai


Building Sakai

• [email protected]• Designing, developing, testing, and documenting

Sakai • learn about the technical details of building tools or

integrating services• find guidelines for design and development of tools and

services• locate technical specifications• learn about plans for future releases

• For designers, programmers, developers, and quality assurance

July 2009


Deploying Sakai

• [email protected]• Implementing, installing, configuring, and supporting

Sakai• find release documentation• learn about performance tuning• browse suggested hardware and software configurations• share examples of training, tutorial and support

materials• For system administrators, database administrators,

and technical support staff

July 2009


Using Sakai

• [email protected]• Teaching and learning, collaboration, and other

uses of Sakai• learn about best practices• share experience• connect with user communities with similar interests,

K-12, Higher-Ed, Portfolios• For teachers, staff, students, researchers,

instructional designers, instructional technologists and end-user support staff

July 2009


Project Wiki - Confluence

July 2009

Getting Involved…

• Development Process• Evolving for Sakai 3 (and Sakai 2.7)• Everyone should be involved, including end-users, end-user

support, instructional designers/technologists, and system/database administrators

• Key are the resource-controllers and the Product Council• Foundation is there only to coordinate• New Requirements Process (product and community much

more mature now)• Community Support

• Ask and answer questions on the email lists• Help contribute and maintain wiki content and documentation

Agenda




TIME FOR SOME BEST PRACTICES…

July 2009

Agenda




TIME FOR SOME BEST PRACTICES……PORTFOLIOS…

July 2009

July 2009 10th Sakai Conference - Boston, MA, U.S.A.

Introduction to theOpen Source Portfolio

Janice SmithThree Canoes


The ePortfolio Process

Collection

Selection

Reflection

Connection

A continuously iterative process

Collect informationon yourself andyour learning

Select informationyou want to sharewith specific audiencesvia a portfolio

Reflect upon themeaning of what you sharein relation to who you areand who you want to become

Connect with othersby sharing your portfolio and receiving their feedback

(Integrative Learning)

(Reflective Learning)

(Social Learning)


Three ePortfolio Archetypes

Examples from the rSmart CLE Portfolio Showcase, http://www.rsmart.com/portfolios


ePortfolio Archetypes - IePortfolios for Personal

Representation• Have a developmental focus• Guide students in collecting

information about themselves• Assist students in managing their

virtual identity• Examples include:

• Resumes• Professional Portfolios• Narrative Portfolios


ePortfolio Archetypes – II

ePortfolios for Teaching and Learning• Have an educational focus• Guide students in creating and submitting portfolio-worthy evidence• Evidence is linked to and evaluated according to standards, outcomes,

objectives• Examples include:

• General Education portfolios• Disciplinary Portfolios• Co-Curricular Transcripts


ePortfolio Archetypes - IIIePortfolios for Assessment and Accreditation• Focus on acquisition of assessment data for purposes of accreditation• Are usually combined with portfolios for teaching and learning• User reports to aggregate and analyze assessment data and identify representative

artifacts of learning• Examples include portfolios for:

• Assessing institutional outcomes• Assessing disciplinary outcomes• Combination of the above


Sakai Portfolio Tools

• Portfolio Sites• Resources• Forms• Matrices• Wizards• Glossary• Evaluations

• Styles• Portfolio Layouts• Portfolios• Portfolio Templates• Reports• Goal Management• Data Points


OSP Tool Interactions


Portfolio Sites• Differentiated from course / project sites• Specifically dedicated to portfolio work• Specialized tools/roles /permissions• Portfolio tools also available for course and project sites


Forms• Created with xsd via Forms tool• xsd may be generated using Form

Builder tool• Available for export/import• Accessed through and stored in

Resources• Used for

• Providing reflection prompts• Offering feedback and evaluation• Structuring participant content

• Matrices• Wizards• Portfolios


Wizards• Allow the creation of a series of screens to

"scaffold" users through the process of entering the data to use in creating portfolios

• Two types of wizards in OSP:• Sequential Wizards

• A set of pages presented one after the other.

• Hierarchical wizards• A nested tree of categories and pages

• Wizard pages can include guidance (instructions, rationale and examples) for the portfolio user

• Creators of wizards can add forms to wizard pages to prompt portfolio owners, reviewers and evaluators to provide

• Evidence and documentation of learning• Reflections• Feedback• Evaluations


Wizard Pages

The designer may also allow users to attach files to individual forms.


Matrices• Matrices are a type of wizard• Matrix cells are almost identical

to wizard pages• Matrices allow:

• Application of styles• Customization of

• Rows and columns• For each cell

• Instruction, rationale, examples

• Progression across cell

• Reflection• Feedback• Evaluation


Matrices


Evaluations• Instructor resource for receiving student submissions of matrix cells and

wizard pages• Allow instructors to submit evaluations without accessing matrix or wizard• Instructors with permission may also access matrices and wizards of

individual students via drop-down menus in matrix and wizard tools


Portfolios• May be created from portfolio templates• May also be created freeform by user

• User selects content and applies style and layout• Choice of styles and layouts supplied by site organizer or portfolio admin

Resume Portfoliocreated using a portfolio template


Matrix Portfolio

Created from the data within a matrix


Co-Curricular Transcript

May be created withor without a matrix


Portfolio Templates

Created with .xml and used to structure and display student evidence of learningaccording to the student’s choice of audience..


Reports• Require use of report templates

(definitions)• Templates specify data to be collected• Data may be displayed, printed, and/or

exported• May be created using

• Sakai Reports tool• New OSP data warehouse

organization for extracting form data available Fall 2009

• Integration of Pentajo open source reporting application with Sakai

• Direct SQL query of OSP data warehouse tables

• Community seeking database experts to finish structuring XML data in OSP data warehouse for forms and other data structures


Portfolio Admin• Site with admin tools

for portfolios• Allows membership in

site for use of admin tools

• Houses global• Forms• Glossary items• Portfolio Layouts• Styles• Report templates

(definitions)


Challenges to Using OSP• Functional knowledge of the tools and how they work together

• Takes significant time to understand• Much of that time will be spent unproductively

• Technical knowledge• Not every shop understands the XML stack, or how to apply the

knowledge to OSP

• Where the technical knowledge exists, the connection to the pedagogy may not be there• Portfolio implementations are much more than tech projects

• Ongoing leadership is essential in sustaining the effort into the future


OSP Community Resources• OSP Community

• http://confluence.sakaiproject.org/display/OSP/Project+--+Portfolio• Weekly phone conference, listserv, OSP documentation and resources

• OSP Community Library• http://openedpractices.org/• Use cases and data structures for export

• Sakai Confluence• http://confluence.sakaiproject.org/confluence• OSP documentation and resources

• rSmart CLE Portfolio Showcase • http://www.rsmart.com/portfolios• Three archetypal portfolio implementations with data structures for export

• Three Canoes Consulting• http://threecanoes.com• Services for Sakai/OSP implementation

http://confluence.sakaiproject.org/display/OSP/Project+--+Portfolio

http://openedpractices.org/

http://confluence.sakaiproject.org/confluence

http://www.rsmart.com/portfolios

http://threecanoes.com/

Agenda




TIME FOR SOME BEST PRACTICES……CONTINUED…

July 2009

Agenda




TIME FOR DEPLOYMENT STORIES…

July 2009


Deployment Experiences

• Integration• Migration• Support

• Marist College• Texas State University

July 2009

Marist CollegeSakai Transition Overview

Josh BaronDirector

Academic Technology and eLearning

Marist College Snapshot

• Comprehensive liberal arts college • Located in Poughkeepsie, New York• 5700 FTE students, 200 full-time

faculty, 500 part-time faculty• Reputation as technology innovator• Strategic plan calls for growth in distance

learning

http://www.marist.edu/publicaffairs/connected.html

http://sakaiproject.org/

iLearn (Sakai) Environment

• Blade 64 bit servers (2 app, web, & database)

• Running Linux, Apache, Tomcat, mySQL• Planning move to IBM DB2/WAS• Also looking at running Sakai on System z• Currently integrated with IA Plus (SIS)

• Migrating to Banner, SIS module 2010

Phased Implementation Model

• Phase I: March 2006 (NSF Funded)• Rigorous internal system testing• Started small scale pilot with one cohort

• Phase II: Fall 2006 (NSF Funded)• Expanded production pilot • Upgraded to new version, migrated content

• Phase III: Fall 2007 (Production Pilot)• Established rSmart partnership• Faculty adoption and communication strategy

Evaluating Sakai - Decision Criteria

• Functionality Requirements• Where there Critical,

Essential or Desirable functionality gaps?

• Staffing and Support Requirements• Would we need to hire

more staff?

• Health of the Sakai Community• Is the Sakai Community here to

stay?

• Reliability & Scalability• Can we scale up over the next

decade to meet demand?

• Realizing Innovation• Would innovation truly be

realized?

Sakai Transition Overview

• Sakai Conversion Rates• Goal for Fall 08: 15%; Result: 65%, we will complete transition

in one year• Training Services

• Academic Technology Institutes: Introduction to Sakai, Refresher, & Open Labs (range of delivery formats)

• Support Services• Developed Best Practices Booklet, FAQs, Web Tutorials,

Student Tip Sheets• Migration Services

• Migrated data from old CMS to Sakai and used Course Migration Guide model

What are we doing now?

• Expanding ePortfolio pilots• Related to Core Curriculum redesign and Middlestates

accreditation• Starting to see major use of Project Sites

• Faculty committees, administrative groups, student clubs (> 90 sites to date)

• Integration with SIS has increased productivity• Worked with rSmart on integration, Banner SIS is next

• Teaching and Learning innovation• Instructors are moving from “transition” to innovation• Teaching with Sakai Innovation Award

Texas StateSakai Transition Overview

Salwa Kahn


Example Staffing Levels (circa 2007)

July 2009

Code Commits HIGH HIGH MED MED MED LOW LOW LOW

RoleMichigan

(45K users)

Stanford(14K

users)

Rutgers (27K

users)

GA Tech(20K

users)

UCT (25K

users)

Yale(15K

users)

Cerritos(20K

users)

Rice (10K

users)PM .75 1.00 .50 .50 .20 .10 .10

Technical Lead .25 .50 .10 .10

Sys Admin 2.50 1.00 .50 1.00 .25 .10 .20 .50

DBA .50 .25 .50 .10 .10 .10

Developer 3.00 3.00 2.00 1.00 .50 2.50 .10 .50

QA 1.50 .25 .10 .10

UI Designer 1.00 .25 .10

Instructional Designer 1.00 1.25 .75 .25 .10 .10

Technical Writer .25 .10

End-User Support 3.00 4.00 1.00 1.00 1.25 1.50 .50 .25

Trainer .50 .50 .50 .50 .10

Totals 14.00 9.25 5.25 4.75 3.75 5.15 2.00 1.85

Agenda


5:00 – 5:30 Preview of Conference and Wrap-UpQ & A

Conference Overview and Wrap-Up

July 2009 10th Sakai Conference - Boston, MA, U.S.A. 85


10th Sakai Conference

Denver

New Orleans

Baltimore

Austin

Vancouver

Atlanta

Amsterdam

Newport Beach

Paris

Boston

July 2009


Regional Conferences

• Africa• Europe• Australia• China• Japan• United States

July 2009


Regional and Language Communities

• New York City• Spanish Sakai• Sakai Japan

July 2009

Suggested Sessions

• Tech demos Thursday night• Teaching with Sakai award winner

presentations (will be recorded)• Showcase – Tool/Capability demonstrations• Newcomers Reception (this evening)


Conference Tracks

• Multiple Audiences• Building Sakai• Deploying Sakai• Using Sakai

• Portfolio• Showcase

July 2009


Suggested Sessions – Multiple Audiences

• Wed 15:15-16:00• Sakai Foundation Update

• Wed 16:00-16:45• Sakai Foundation Board Q&A

• Wed 13:15-14:15• Community Gathering: Reinventing the Requirements

Gathering Process• Fri 09:30-10:25

• Sakai 3.0 RC1 – Towards Sakai’s Next Generation Version

July 2009

Suggested Sessions – Building Sakai

• Wed 09:45 - 10:45• Sakai Development Process

• Thu 13:15 - 14:45• Why Sakai for Building Apps? Toward a

compelling application platform• Fri 13:45 - 14:30

• Participating in Sakai 3

Suggested Sessions – Deploying Sakai

• Thur11:00-12:00 • Sakai at the Claremont Colleges

• Wed 11:00-12:00• Learn the Secrets to a Smooth Sakai

Transition

Suggested Sessions – Using Sakai

• Wed 11:00-12:00 • Faculty Success Stories

• Wed 14:15-15:00• Faculty Stories About Sakai

• Fri 13:45-14:45• An Honest Look at Sakai

Suggested Sessions – Portfolio

• Wed 13:15-14:30• OSP User Experience: Current Examples and

Calls for Future • Wed 16:35-17:30

• Building your First OSP template


Have a Good Conference!

• See you at the Newcomers Reception…• 6:00-7:00pm• Riverside Pavilion (the big white tent)

• http://sakaiproject.org

July 2009

http://sakaiproject.org/

New To Sakai

Education

Transcript of New To Sakai