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					The Sakai Project

 University of Michigan
  Indiana University
  Stanford University
JA-SIG (uPortal) & OKI
             SAKAI Proposal
• U Michigan, Indiana U, MIT, Stanford, uPortal
• Awarded 2-year Mellon Foundation funding
• Build on JSR 168, OKI standards
• CHEF 2.0 as framework and services
• uPortal as 168-compliant portal
• Distributed development of tools – portable code
• Tool Portability Profile (TPP) as part of grant

Goal: interchangeable tools and components built at
      different places all working together
                    Hiroyuki Sakai

                      Iron Chef French

(Synchronized Architecting of Knowledge Acquisition Infrastructure)
 Sakai Project Core Universities
• Commitments
  – 5+ developers/architects, etc. under project
    leadership – no local responsibility for 2 years
  – Public commitment to implement Sakai
  – Open/Open licensing
• Project
  – $4.4M in institutional staff (27 FTE)
  – $2.4M Mellon Foundation
  – Additional investment through partners
• University of Michigan’s CourseTools (CTNG)
  and Work Tools (WTNG) for group collaboration
  (from the CHEF project)
• Indiana University’s Navigo Assessment,
  Oncourse Course Management System, Eden
  Workflow, and OneStart enterprise portal
• MIT’s Stellar Course Management and
  Administration System; OKI OSIDs
• Stanford’s CourseWork Course Management
  System, Navigo development
• JA-SIG’s uPortal
     Sakai Project Deliverables
1. Tool Portability Profile
       Specifications for writing portable software
2. Pooled intellectual property…best of
       JSR-168 portal
       Course management system
           Quizzing and assessment tools, etc
       Research collaboration system
       Workflow engine
       …modular & pre-integrated
3. Synchronized adoptions at Michigan, Indiana,
   MIT, Stanford with open-open licensing
Sakai Core Project
   Jan 04                                                July 04                               May 05                     Dec 05

Michigan                                                                                                             Maintenance &
•CHEF Framework                                                                                                     Transition from a
•CourseTools                                                                                                           project to
•WorkTools                                                                                                            a community
                                                  SAKAI 1.0 Release                     SAKAI 2.0 Release
Indiana                                           •Tool Portability Profile             •Tool Portability Profile
•Navigo Assessment                                •Framework                            •Framework
•Eden Workflow                                    •Services-based Portal                •Services-based Portal
•OneStart                                         •Refined OSIDs
•Oncourse                                           & implementations                   SAKAI Tools
                                                                                        •Complete CMS
MIT                                               SAKAI Tools                           •Assessment
•Stellar                                          •Complete CMS                         •Workflow
                                                  •Assessment                           •Research Tools
Stanford                                                                                •Authoring Tools

OKI                                                         Activity: Ongoing implementation work at local institution…

uPortal                   Primary SAKAI Activity                                      Primary SAKAI Activity
                     Architecting for JSR-168 Portlets,                             Refining SAKAI Framework,
                   Refactoring “best of” features for tools                   Tuning and conforming additional tools
                  Conforming tools to Tool Portability Profile                 Intensive community building/training
        Open/Open Licensing
• “..all work products under the scope of the
  Sakai initiative for which a member is
  counting matching contribution and any
  Mellon Sakai funding” will be open source
  software and documentation licensed for
  both education and commercial use without
  licensing fees.
    Sakai Community Support
• Developer and adopter support
  – Sakai Educational Partner’s Program
           (more below)
• Commercial support
  – No exclusive deals – talk with everyone
  – Open-open licensing – open source, open for
  – For fee services will probably include…
     • Installation/integration, On-going support, Training
Sakai Educational Partner’s Program
 Fee: $10k per year, 3 years
 • Access to SEPP staff
     – Community development manager
     – SEPP developers, documentation writers
 •   Knowledgebase
 •   Developer training for the TPP
 •   Exchange for partner-developed tools
 •   Strategy and implementation workshops
 •   Early access to pre-release code
               SEPP Support
• Developers to provide technical support for
  partners and liaison with the Sakai Core
  development team,
• Support tools of immediate and specific interest to
  partners, such as a shared knowledgebase,
• Technical documentation and specifications,
• Administrative Support person to aid SEPP staff
  members and partners.
            SAKAI Partners
“institutions of higher education, both large and
small … participating in the Sakai Project in ways
that suit their local needs and timing. These may
– contributing to funding the project to ensure an open
  source option for higher education,
– participating in the discussion of strategic directions for
  the Sakai Project
– developing educational tools based on Sakai’s Tool
  Portability Profile, and/or
– adopting Sakai Project software at their institution.”
        SEPP Objectives                        (1of 3)

The objectives of the Educational Partner’s Program
  are to:
• actively develop a large, self-sustaining
  community of institutions that share the Sakai
  Project’s open source vision
• carry on a discussion of strategic directions for the
  Sakai Project as it emerges and evolves,
• provide a Sakai Project roadmap describing the
  timing and features for Sakai software releases,
       SEPP Objectives                    (2 of 3)

• provide in depth developer and adopter training,
• develop a leveraged support infrastructure of a
  common (or locally implemented) knowledgebase,
  and helpdesk
• mobilize distributed resources for development
  and support of Sakai tools,
• provide a marketplace for the sharing and
  exchange of Sakai-based tools/components,
• facilitate purposeful interaction with the Sakai
  Core development team,
        SEPP Objectives                      (3 of 3)

• coordinate activities with other organizations, such
  as IMS or country-level agencies,
• build on the experiences of the JA-SIG, CHEF,
  and OKI training and conferences,
• facilitate Sakai community sharing of best
  practices in development, implementation, and
             SEPP Meetings
• The initial SEPP meetings are planned for June
  and September of 2004.
• The semi-annual SEPP meetings will have a
  technical track for training software developers
  and implementers and an administrative track for
  Sakai strategy and user support.
• Partners may send two developers to each meeting
  for formal training in the Sakai Tool Portability
  Profile by the lead technical staff of the Sakai
    What Can Be Done Now - Look At:
•   uPortal (
•   JSR 168
•   Chef (
•   OKI (
•   J2EE/EJB/JBoss
     – Tools won’t be built this way, won’t even see EJB’s
     – Services should be built this way
         • Clustering, scaling, caching, cache coherency – rely on entity beans
• Avalon, Spring, Pico
     – Inversion of Control models
     – Levels 1,2, 3
     – Loader models
What should we be doing here at UVa?
 • Start a regular series of discussions
 • Become familiar with the various pieces and
   technologies in the Sakai project
 • Get plugged into the Sakai project
 • Start planning how to take advantage of Sakai
    – Assess existing Toolkit functionality versus Sakai, e.g.,
      what to keep, what to replace
    – Start designing the ToolkitNG based on Sakai
    – Envision and design the larger MyUVa that includes
MIT’s Stellar
Stanford’s CourseWork
Indiana’s OnCourse
Sites are accessed via their tab
                                          Michigan’s CTNG

               Foreign Language support

                                                Synoptic views

                Customizable page menu

Michigan’s WTNG
Michigan’s WTNG

 More examples – chat, lab notebook, schedule, web page
       Tool Portability Profile
• The Open Knowledge Initiative’s (OKI)
  OSIDs OKI Service Interface Definitions
• The JSR-168 portlet specification
  – Built into Michigan’s CHEF and
  – JA-SIG’s uPortal
• User interface abstraction for localization
                                                           uPortal talks to
                                 uPortal                   portlets, aka tools,
                                                           across the JSR 168
                                JSR 168 Portal             interface, aggregates
                                                           their content, and
CHEF                                                       presents their content
Provides the place for the tools to run, the               to users.
services, and communication between
                      JSR 168 Portlet Container

  Tools use the
  workflow, …)
  made                portlet       portlet      portlet     portlet
  available to
  them by the

              Services – OKI, CHEF implementations/extensions
         JSR-168 Instant Tutorial
• JSR-168 leverages the Servlet API – anything Servlet references,
  JSR168 just adopted
• The concepts of actions and context are there (basic MVC with some
  separation of logic and presentation)(enough C that you can do M&V
• Great support for JSP as rendering language, or the portlet could
  choose to call Velocity or XSLT to do the rendering.
• The API is very rich and solves many of the complicated problems of
  living inside of a portal.
• WSRP and JSR-168 are well aligned (i.e. remote and local portlets will
  play well together)
• There is a Jakarta project to develop JSR-168 middleware (Pluto)
• Pluto does not implement a portal – it can be used by many portals,
  that’s the portlet container concept, and one of the main points of 168
• So, we really like JSR 168
                  Some Standards
• OKI – services interfaces
• JSR 168 – portals, portlet containers
• SCORM – looking for someone to build portlet, service –
  interchange format - zipformat, manifest, etc; runtime
  environment - pop-up frame set, database-persistent scratch
  space – island? Out of band agreements need to be codified for
  integration into Sakai
• LOM – Looking at it, like IMS standards
• IMS – where applicable, like QTI for assessment
   – Increasingly coordinated with OKI efforts – what/how
   – Emerging effort for common architectures
• XML/XSLT - sure, as part of, say, QTI spec, or for display
• RDF – of increasing interest to Chef team – stay tuned
               Chef Project
• Encompasses CT.NG, WT.NG, NeesGrid,
  NMI, other users of Chef
• Is the core software development effort
  – Providing framework for tools that go to make
    up the other offerings, eg, CTNG, WT.NG,
    DissertationTool (cTools)
• We are currently running Chef 1.2 for
• Chef 2.0 is foundation for Sakai
 CourseTools.NG  SAKAI Tools
Administration   Chat
User presence    News (RSS)
Schedule         Webpage Tool
Announcements    Synopsis
Resources        Notification
Assignments      Anonymous comment
Discussion       Public view
eMail Archive    WebDav
Dropbox          Search
Gateway to CTNG – supports non authorized view
of sites, general info about the application
Sites tool – non-authorized users can see site content
designated as Public
Each user has their own private worksite – My Workspace

                 Personal tool list for user, customizable
                   create, edit, configure worksites
                   join sites
                   summary of sites – announcements, schedule
                   private resources
                   RSS feeds, links to web pages
       Example summary in My Workspace – schedules from all sites in
       which you are a member

From the Educ 100 site

                                                 From the Sample site
Various views
Recurring events
Custom fields
Hierarchy of folders
Optional permissions by role on folders
Resources accessible via WebDav
 Drag/drop to/from CTNG resources
Multiple layout options
Threaded, star formats
Categories, topics for organization
Open, Due, Close date control
Inline, attachments, both for submissions
Return for resubmission, review
Instructor view
  creating an assignment
Student view
 creating a submission
Instructor’s view

Student’s view
                                   Multiple chat rooms via Options

                                                      Users present
                                                      In Chat

Presence – users focused on site
Email Archive of all email sent to the site
User’s preferences control how they receive email
   none, as they come in, digest
News tool – display any RSS feed
Web content tool – display any URL
Permissions per role can be set per tool
Support can add additional roles
Permissions per folder per role can be adjusted

     Let Students post files to this folder
             The OKI Initiative
• The Open Knowledge Initiative™ is a collaboration among
  leading universities and specification and standards
  organizations to support innovative learning technology in
  higher education.
• The result of this collaboration is an open and extensible
  architecture that specifies how the components of an
  educational software environment communicate with each
  other and with other enterprise systems. O.K.I. provides a
  modular development platform for building both
  traditional and innovative applications while leveraging
  existing and future infrastructure technologies.
• O.K.I. is designed for broad adoption in the higher
  education domain. It provides a stable, scalable base that
  supports the flexibility needed by higher education and
  commercial developers of educational software.
                     The OSIDs
“Common Services”                 Domain Specific Services

•   Authentication                “Educational Services”
•   Authorization
•   SQL                           •   Course Management
•   Logging                       •   Digital Repository
•   Shared                        •   Assessment
•   Filing                        •   Grading
•   Dictionary
•   Hierarchy
•   Group
•   ID
•   User Messaging
•   Scheduling
•   Workflow

    Existing Campus Infrastructure
     elements that Map to OSIDs
•   Authentication/Authorization
•   Enterprise File Systems
•   Data Warehouses
•   Student Information Systems
•   Digital Libraries/Educational Content Repositories
•   Unique ID/Campus Namespace Systems
•   Group Management Systems
•   Enterprise Calendaring Systems
•   Enterprise Workflow Systems
•   Email, Chat, Discussion Systems
 OKI - What Can be Done Now?
• Enterprise systems developers/managers
  should familiarize themselves with
  Version1.0rc6.1 of the O.K.I. OSIDs
• All the JavaDoc, Developer Docs,
  Reference Docs, Solutions Guides as well
  as reference code and other developer aids
  can be found there.
 OKI - What Can be Done Now?
• Begin developing implementations of
  appropriate OSIDs to integrate with campus
• The O.K.I team and others actively scan and
  respond to issues that are raised on the
  SourgeForge OKI project forums.
  Developers should be encouraged to post
 OKI - What Can be Done Now?
• In many cases there will be opportunities
  for institutional collaboration, especially
  where common technologies are in use:
  –   LDAP/Kerberos etc. for AuthN
  –   PeopleSoft for Student Information Data
  –   CorporateTime/Meeting Maker/etc.
  –   AFS for campus file systems
  –   Etc…
    Sakai Educational Partners

• Initially the SEPP can provide developer
  training opportunities as well as help in
  coordinating common OSID
  implementation efforts across member
Chef – What Can Be Done Now?
•   Source code
•   Developer docs
•   Installation docs
•   Run it
•   Look inside
    uPortal – What Can Be Done Now?

•   Source code
•   Developer docs
•   Installation docs
•   Run it
•   Look inside
  Sakai Educational Partners Program

What can be done now? Join. So you can:
• Get access to early docs, knowledge base
• Get invited to June and September meetings to:
  – Get developer training on Sakai
  – Learn about, give input on development directions
  – Learn about, give input on strategic directions
• Build the HigherEd open source community