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From Conception to Production -- The Yale Sakai Story Chuck Powell April 11, 2007
Agenda Some history to help understand: Why we chose Sakai What we did to make it a good solution at Yale Culturally Technically “In the trenches” Why we’re headed in certain directions How we’re doing things today What we learned along the way
Humble Beginnings From: Chuck Powell  To: Lois Brooks Date: Nov 10 2003 - 3:10pm  Lois, Any chance I could set up a time to call and learn more about "Sachi (?), Saki (?)"? Intrigued at this end and would always rather be ahead of the wave rather than behind it. Chuck From: Chuck Powell Sent: Thursday, December 04, 2003 4:13 PM To: Wheeler, Bradley C. Subject: Re: Announcing the Sakai Project and the Sakai Educational Partners Program Brad, Please count Yale in as a SEPP member. I'll be the initial contact point. Chuck >  > Wheeler, Bradley C. wrote: >  >>We believe the time is right for advancing a set of open source…
Today’s toddler Date:  May 18, 2006 4:34 PM EDT From:  Drew Mazurek  [email_address] Subject: Testing again We're now in production with 2.1.2. No need to respond if you receive this message.  - Drew
Classes*V2
Progress Summary Classes*V2 adoption exceeded our expectations. One new tool built, several new services being prototyped.  We’ve focused on modifying or integrating existing Yale tools like the Photo Roster and Online Course Selection Still aiming to retire the original Classes server by Fall semester 2007 A long list of features and bugs and wishes to potentially be addressed.
 
In the beginning (circa 2003)… Classes.yale.edu had served central campus well since the late 90’s  Homegrown, every line of code written at Yale, built in Java running on Windows Easy to use, basic instructional tools, well known space, full support for end users Strong buy-in and heavy usage Features lagging behind “the competition”, organic growth of code difficult to support Law School running Bb, Med campus using a different version of Bb and School of Management using WebCT
In the beginning (continued)… Student portal (using uPortal) was “quietly” rolled out in summer 2003 with no incremental budget/staffing Student Financial and Administrative Services was also increasing its online services in response to growing student and faculty demand, e.g. online access to Banner, Online Course Evaluation, Photo Roster and the Facebook. The Library was invested in a significant array of online resources and had extensive plans for more integrated access to digital materials. Also a growing number of Web-based library services such as reference and reserve, course support and more.
The User Experience in 2003 HR Records Directory Info Banner Data Library Resources Classes WebCT Blackboard Orbis BannerWeb Facebook OCI OCE WebMail News, etc. Student Portal
The Desired User Experience HR Records Directory Info Banner Data Library Resources The Portal Facebook News WebMail OCE OCI OPAC JStor Term Bill Reserve Classroom Check Grades Post Grades Jive Weather Library Loan Quiz Tool eReserves Search Engine Authz OSID OSID OSID OSID OSID CWeb WSRP iChannel Sakai GUI JSR-168
Vision Yale will deploy a next generation collaborative learning environment to provide excellent online support for the administration of courses, a rich set of tools to support teaching and learning and with integrated access to the emerging digital materials under development at the Library, museums and across Yale. Yale will develop and deploy an institutional strategy for continuous evolution of the learning environment to accommodate accelerating technology change and development of digital material.
For Those Who Don’t Speak “Vision” Replace our homegrown CMS with Sakai Deploy Sakai with a strong interest in supporting research and administrative collaboration – “common tools different groups” Aim for a future framework where uPortal and/or Sakai interoperate seamlessly and tools are interchangeable
Original Schedule Phase I   Pilot replacement for classes.yale.edu (5-10 courses) and draft portal views for undergraduates, graduate students and faculty which highlight access to the course web system and related services Goal: Begin immediately and conclude Spring Semester, 2005 Phase II Expand number of courses in pilot (few hundred) and add one content tool/service. Introduce full SAKAI-based portal with improved views for undergraduates, graduate students and faculty Goal: Begin immediately following phase I and conclude within Fall 2006 Phase III Full replacement of classes.yale.edu Phased integration of library content and services Goal: Begin immediately following phase II, conclude within Fall 2007
Deployment Summary Shutdown legacy system ??? Planned 100% Aug ‘07 Stuck with 2.1.2 instead of going to 2.2.  New record for usage. 2.1.2 > 1,000 courses ~90% Aug ’06 Whew, another major upgrade under our belt. 2.1.2 ~100 courses (only choice) May ’06 Reached a tipping point, more using Sakai than our legacy 2.0.1 ~650 courses >~60% Jan ’06 Declared a  production pilot  on campus 2.0.1 ~200 courses ~20% Aug ’05 Solved several important real world challenges 1.5.1 ~30 courses (only choice) June ’05 Prototyping 1.0 8 courses < 1% Jan ’05 Comments Version Usage Level When
Governance Provostially appointed T&L Portal Committee with cross campus faculty participation and sponsored jointly by ITS, Library and SFAS High level steering and guidance not a committee to compare products General assistance with prioritizing work and acquiring additional resources Additionally, a lot of grassroots communication has paid huge dividends around the campus
Technical Architecture (a.k.a. the “lineup”) Apache & Load Balancing (Stengel & Ruth) Multiple Tomcat Sakai App Servers (Gehrig, Scooter, Guidry Winfield, Howard, Maris & Mantle) NFS Servers (Torre & Jeter) iSCSI SAN devices Oracle Shared Server
Things We’ve Done Tweaked the syllabus tool and a few others plus develop local scripts/tools for administration Lots of integration with existing systems on campus Selective replacement of Sakai tools with local preferences like Jive and the “Shopping Cart” Continuous work with Sakai and AuthZ (via CAS) Lightweight integration of other Yale resources and services (e.g. the Librarian role, the Photo Roster) Customized and augmented the documentation for Yale faculty and students Focus on faculty support
Things We  Haven’t  Done Incremented staffing by more than two! Stopped supporting both systems well Skimped on infrastructure Let wants and needs become show-stopping “requirements” Completely solved our final technical hurdle (i.e. Sakai as web server)
The Road Ahead and Priorities Lots of opportunities to do more!  We have 75+ items currently that we’d like to work on -- they are a good start not an exhaustive list. Current estimate given current resourcing is that it would take us 3-4 years to complete just these. How to balance needs, impact, transition costs, future expansion and patience in a community setting?
What Chuck Learned It’s the support stupid! Collaboration and communication on campus were essential to success and a “good thing” ™  in and of themselves Community source and collaboration within the Academy are hard, frustrating, and slow but worth it Think globally, act locally Community source breeds freedom of choice  not  freedom from cost or freedom from risk!
Two Quotes to Remember “I figure I only get one course management system conversion in my career” – Malcolm “I never want to beg, borrow, or buy another CMS in my lifetime” -- Chuck
Sir Isaac Newton said… “ If I have seen a little further it is by standing on the shoulders of Giants.” David Hirsch (david dot hirsch at yale dot edu) Gloria Hardman (gloria dot hardman at yale dot edu) Mike Appleby (michael dot appleby at yale dot edu) Cheryl Wogahn (cheryl dot wogahn at yale dot edu) Jen Bourey (jennifer dot bourey at yale dot edu) Plus many more like Kalee Sprague, Andy Newman, Paul Lawrence, Andy Zygmunt, Drew Mazurek, Greg Soltesz, Hong Ko, Cheryl Boeher, Emily Horning, Matt Wilcox and on and on and on…
Background materials
Why Not Buy? A suite of collaboration and learning tools have become core to the IT infrastructure and simultaneously is perceived as core and unique to the University’s “business” something we shouldn’t necessarily outsource to a vendor We’re better positioned to integrate these tools with other campus infrastructure and enterprise tools We (collectively) have vastly more experience in what is needed than any vendor

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Conception To Production V7 Nercomp

  • 1. From Conception to Production -- The Yale Sakai Story Chuck Powell April 11, 2007
  • 2. Agenda Some history to help understand: Why we chose Sakai What we did to make it a good solution at Yale Culturally Technically “In the trenches” Why we’re headed in certain directions How we’re doing things today What we learned along the way
  • 3. Humble Beginnings From: Chuck Powell To: Lois Brooks Date: Nov 10 2003 - 3:10pm Lois, Any chance I could set up a time to call and learn more about &quot;Sachi (?), Saki (?)&quot;? Intrigued at this end and would always rather be ahead of the wave rather than behind it. Chuck From: Chuck Powell Sent: Thursday, December 04, 2003 4:13 PM To: Wheeler, Bradley C. Subject: Re: Announcing the Sakai Project and the Sakai Educational Partners Program Brad, Please count Yale in as a SEPP member. I'll be the initial contact point. Chuck > > Wheeler, Bradley C. wrote: > >>We believe the time is right for advancing a set of open source…
  • 4. Today’s toddler Date: May 18, 2006 4:34 PM EDT From: Drew Mazurek [email_address] Subject: Testing again We're now in production with 2.1.2. No need to respond if you receive this message. - Drew
  • 6. Progress Summary Classes*V2 adoption exceeded our expectations. One new tool built, several new services being prototyped. We’ve focused on modifying or integrating existing Yale tools like the Photo Roster and Online Course Selection Still aiming to retire the original Classes server by Fall semester 2007 A long list of features and bugs and wishes to potentially be addressed.
  • 7.  
  • 8. In the beginning (circa 2003)… Classes.yale.edu had served central campus well since the late 90’s Homegrown, every line of code written at Yale, built in Java running on Windows Easy to use, basic instructional tools, well known space, full support for end users Strong buy-in and heavy usage Features lagging behind “the competition”, organic growth of code difficult to support Law School running Bb, Med campus using a different version of Bb and School of Management using WebCT
  • 9. In the beginning (continued)… Student portal (using uPortal) was “quietly” rolled out in summer 2003 with no incremental budget/staffing Student Financial and Administrative Services was also increasing its online services in response to growing student and faculty demand, e.g. online access to Banner, Online Course Evaluation, Photo Roster and the Facebook. The Library was invested in a significant array of online resources and had extensive plans for more integrated access to digital materials. Also a growing number of Web-based library services such as reference and reserve, course support and more.
  • 10. The User Experience in 2003 HR Records Directory Info Banner Data Library Resources Classes WebCT Blackboard Orbis BannerWeb Facebook OCI OCE WebMail News, etc. Student Portal
  • 11. The Desired User Experience HR Records Directory Info Banner Data Library Resources The Portal Facebook News WebMail OCE OCI OPAC JStor Term Bill Reserve Classroom Check Grades Post Grades Jive Weather Library Loan Quiz Tool eReserves Search Engine Authz OSID OSID OSID OSID OSID CWeb WSRP iChannel Sakai GUI JSR-168
  • 12. Vision Yale will deploy a next generation collaborative learning environment to provide excellent online support for the administration of courses, a rich set of tools to support teaching and learning and with integrated access to the emerging digital materials under development at the Library, museums and across Yale. Yale will develop and deploy an institutional strategy for continuous evolution of the learning environment to accommodate accelerating technology change and development of digital material.
  • 13. For Those Who Don’t Speak “Vision” Replace our homegrown CMS with Sakai Deploy Sakai with a strong interest in supporting research and administrative collaboration – “common tools different groups” Aim for a future framework where uPortal and/or Sakai interoperate seamlessly and tools are interchangeable
  • 14. Original Schedule Phase I Pilot replacement for classes.yale.edu (5-10 courses) and draft portal views for undergraduates, graduate students and faculty which highlight access to the course web system and related services Goal: Begin immediately and conclude Spring Semester, 2005 Phase II Expand number of courses in pilot (few hundred) and add one content tool/service. Introduce full SAKAI-based portal with improved views for undergraduates, graduate students and faculty Goal: Begin immediately following phase I and conclude within Fall 2006 Phase III Full replacement of classes.yale.edu Phased integration of library content and services Goal: Begin immediately following phase II, conclude within Fall 2007
  • 15. Deployment Summary Shutdown legacy system ??? Planned 100% Aug ‘07 Stuck with 2.1.2 instead of going to 2.2. New record for usage. 2.1.2 > 1,000 courses ~90% Aug ’06 Whew, another major upgrade under our belt. 2.1.2 ~100 courses (only choice) May ’06 Reached a tipping point, more using Sakai than our legacy 2.0.1 ~650 courses >~60% Jan ’06 Declared a production pilot on campus 2.0.1 ~200 courses ~20% Aug ’05 Solved several important real world challenges 1.5.1 ~30 courses (only choice) June ’05 Prototyping 1.0 8 courses < 1% Jan ’05 Comments Version Usage Level When
  • 16. Governance Provostially appointed T&L Portal Committee with cross campus faculty participation and sponsored jointly by ITS, Library and SFAS High level steering and guidance not a committee to compare products General assistance with prioritizing work and acquiring additional resources Additionally, a lot of grassroots communication has paid huge dividends around the campus
  • 17. Technical Architecture (a.k.a. the “lineup”) Apache & Load Balancing (Stengel & Ruth) Multiple Tomcat Sakai App Servers (Gehrig, Scooter, Guidry Winfield, Howard, Maris & Mantle) NFS Servers (Torre & Jeter) iSCSI SAN devices Oracle Shared Server
  • 18. Things We’ve Done Tweaked the syllabus tool and a few others plus develop local scripts/tools for administration Lots of integration with existing systems on campus Selective replacement of Sakai tools with local preferences like Jive and the “Shopping Cart” Continuous work with Sakai and AuthZ (via CAS) Lightweight integration of other Yale resources and services (e.g. the Librarian role, the Photo Roster) Customized and augmented the documentation for Yale faculty and students Focus on faculty support
  • 19. Things We Haven’t Done Incremented staffing by more than two! Stopped supporting both systems well Skimped on infrastructure Let wants and needs become show-stopping “requirements” Completely solved our final technical hurdle (i.e. Sakai as web server)
  • 20. The Road Ahead and Priorities Lots of opportunities to do more! We have 75+ items currently that we’d like to work on -- they are a good start not an exhaustive list. Current estimate given current resourcing is that it would take us 3-4 years to complete just these. How to balance needs, impact, transition costs, future expansion and patience in a community setting?
  • 21. What Chuck Learned It’s the support stupid! Collaboration and communication on campus were essential to success and a “good thing” ™ in and of themselves Community source and collaboration within the Academy are hard, frustrating, and slow but worth it Think globally, act locally Community source breeds freedom of choice not freedom from cost or freedom from risk!
  • 22. Two Quotes to Remember “I figure I only get one course management system conversion in my career” – Malcolm “I never want to beg, borrow, or buy another CMS in my lifetime” -- Chuck
  • 23. Sir Isaac Newton said… “ If I have seen a little further it is by standing on the shoulders of Giants.” David Hirsch (david dot hirsch at yale dot edu) Gloria Hardman (gloria dot hardman at yale dot edu) Mike Appleby (michael dot appleby at yale dot edu) Cheryl Wogahn (cheryl dot wogahn at yale dot edu) Jen Bourey (jennifer dot bourey at yale dot edu) Plus many more like Kalee Sprague, Andy Newman, Paul Lawrence, Andy Zygmunt, Drew Mazurek, Greg Soltesz, Hong Ko, Cheryl Boeher, Emily Horning, Matt Wilcox and on and on and on…
  • 25. Why Not Buy? A suite of collaboration and learning tools have become core to the IT infrastructure and simultaneously is perceived as core and unique to the University’s “business” something we shouldn’t necessarily outsource to a vendor We’re better positioned to integrate these tools with other campus infrastructure and enterprise tools We (collectively) have vastly more experience in what is needed than any vendor