UPortal; Past, Present and Future Carl Jacobson University of Delaware.

uPortal; Past, Present and uPortal; Past, Present and FutureFuture

Carl JacobsonCarl Jacobson

University of DelawareUniversity of Delaware

uPortaluPortal

Who we areWho we are Why we did itWhy we did it Funding and ResourcesFunding and Resources Business PartnersBusiness Partners Open SourceOpen Source Where we areWhere we are Where we are goingWhere we are going

1010thth JA-SIG JA-SIG ConferenceConference

Denver, 6/04Denver, 6/04 Miami, 12/03Miami, 12/03 Denver, 6/03Denver, 6/03 Orlando, 12/02Orlando, 12/02 Vancouver, 6/02Vancouver, 6/02

Destin, 12/01Destin, 12/01 La Jolla, 7/01La Jolla, 7/01 Destin, 2/01Destin, 2/01 Monterey, 7/00Monterey, 7/00 Orlando, 12/99Orlando, 12/99

Who Are We?Who Are We?

First Time?First Time? Last Time?Last Time? In Production?In Production? Currently Implementing?Currently Implementing? Kicking Tires?Kicking Tires? Commercial Partner?Commercial Partner? Sakai?Sakai? Code Contributors?Code Contributors?

Portals, Ad Space Portals, Ad Space and Booth-babesand Booth-babes

Mascot NetworkMascot Network Student OnlineStudent Online CampusPipelineCampusPipeline JenzabarJenzabar Applied TheoryApplied Theory

enCommerceenCommerce ViadorViador Applied TheoryApplied Theory BlackboardBlackboard WebCTWebCT

1999 Long Beach EDUCAUSE1999 Long Beach EDUCAUSE

JA-SIGJA-SIG

Java in “Administration”Java in “Administration” Share Experience and CodeShare Experience and Code Adopt Common DirectionAdopt Common Direction Promote Java in Higher EducationPromote Java in Higher Education Leverage Higher-ed w/ VendorsLeverage Higher-ed w/ Vendors Java “Architectures”Java “Architectures”

FoundersFounders

PrincetonPrinceton U British ColumbiaU British Columbia U DelawareU Delaware Sun MicrosystemsSun Microsystems

JA-SIG ActivitiesJA-SIG Activities

Conferences – Twice AnnuallyConferences – Twice Annually Clearinghouse – Code SharingClearinghouse – Code Sharing Collaborative DevelopmentCollaborative Development

– uPortaluPortal

– HyperContentHyperContent

– SakaiSakai

uPortal ProjectuPortal ProjectSpawnedSpawned

Address the Portal OffensiveAddress the Portal Offensive

Establish a “Beacon” Java ProjectEstablish a “Beacon” Java Project

uPortal ProjectuPortal ProjectBeginsBegins

2000, Proof-of-Concept2000, Proof-of-Concept Andrew W. Mellon FoundationAndrew W. Mellon Foundation $770,000, Delaware PI$770,000, Delaware PI Three-YearsThree-Years January, 2001 – December, 2003January, 2001 – December, 2003 Open Source LicenseOpen Source License Self-Sustaining Self-Sustaining

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Early ParticpantsEarly Particpants

British ColumbiaBritish Columbia PrincetonPrinceton YaleYale DelawareDelaware IBS (Unicon/IBS)IBS (Unicon/IBS) im&mim&m ColumbiaColumbia OthersOthers

Early LeadersEarly Leaders

Ken WeinerKen Weiner Peter KharchenkoPeter Kharchenko Jim FarmerJim Farmer Justin TiltonJustin Tilton Art PasquinelliArt Pasquinelli Dave KoehlerDave Koehler Ira FuchsIra Fuchs

uPortal Success uPortal Success

Dozen developer institutionsDozen developer institutions Over One 130 implementationsOver One 130 implementations Hundreds of thousands of usersHundreds of thousands of users Thirteen countriesThirteen countries Seven commercial partnersSeven commercial partners Various spin-offsVarious spin-offs Engaged with other effortsEngaged with other efforts

uPortal Lines of codeuPortal Lines of code

2001 2002 2003 2004

400,000

300,000

200,000

100,000

00

01

02

03

04

uPortal Major Release uPortal Major Release FeaturesFeatures

First ReleaseFirst Release

RolesRoles

PerformancePerformance

XSLT ArchitectureXSLT Architecture

EnhancementsEnhancements

Aggregated Layouts & Integrated Modes

Aggregated Layouts & Integrated Modes

JSR-168 & Fragment Administration

JSR-168 & Fragment Administration

01

02

03

04

00

1.0

1.5

1.6

2.0

2.1

2.2

2.3

Types of portalsTypes of portals

uPortal 3.0 + Sakai workflow

Enterprise Process

uPortal 2.3 + Web Services

Enterprise

uPortal 2.0 + Web Services + Adapters

Integration

uPortal 2.0 frameworkPersonalized display

CurrentCurrent

Mellon Three-Year Grant EndedMellon Three-Year Grant Ended Development ContinuesDevelopment Continues Deployment ContinuesDeployment Continues Sakai Two-Year Grant BeginsSakai Two-Year Grant Begins

– JSR 168 PortletsJSR 168 Portlets– New AdoptersNew Adopters– New Channels (Portlets)New Channels (Portlets)– Student Services to Teaching & Student Services to Teaching &

LearningLearning

Open SourceOpen Source

““When programmers can read, When programmers can read, redistribute, and modify the redistribute, and modify the source code for a piece of source code for a piece of software, the software evolves. software, the software evolves. People improve it, people adapt People improve it, people adapt it, people fix bugs.”it, people fix bugs.”

Source: opensource.orgSource: opensource.org

Open SourceOpen SourceLicenseLicense

Run Run ExamineExamine ChangeChange ContributeContribute RedistributeRedistribute

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Open SourceOpen SourceMythsMyths

Free?Free? Open?Open?

– Community SourceCommunity Source Risky?Risky? Non-Commercial?Non-Commercial?

Good OSSGood OSS

Lower CostsLower Costs Higher QualityHigher Quality Better SupportBetter Support Lower RiskLower Risk User DrivenUser Driven FlexibleFlexible

Open Source Open Source LimitationsLimitations

Less financial backingLess financial backing Non-existent marketing budgetsNon-existent marketing budgets Depends on community interestDepends on community interest Open vs ManagedOpen vs Managed No one to litigateNo one to litigate Limit to size and complexityLimit to size and complexity

Open SourceOpen Source

Open Source LicenseOpen Source License

vsvs Open Source ProjectOpen Source Project

Grant Funded Project?Grant Funded Project?

Elements ofElements ofSuccessSuccess

CollaborationCollaboration CommunityCommunity CashCash Commercial PartnershipCommercial Partnership Community SourceCommunity Source

uPortaluPortalCollaborationCollaboration

Share EffortShare Effort ““Best Minds Work Elsewhere”Best Minds Work Elsewhere” Common DenominatorCommon Denominator Spread the WordSpread the Word Open Source ContributorsOpen Source Contributors

uPortal uPortal CommunityCommunity

For Education by EducationFor Education by Education Contribute EffortContribute Effort Provide High Level of SupportProvide High Level of Support Community vs Vendor RelationsCommunity vs Vendor Relations ““Membership”Membership”

uPortal uPortal Cash Cash

Seed EffortsSeed Efforts Enable Commercial PartnershipEnable Commercial Partnership Ensure ProgressEnsure Progress Stamp of ApprovalStamp of Approval Self-Sustaining PlanSelf-Sustaining Plan

uPortaluPortalCommercial PartnersCommercial Partners

Dedicated ResourcesDedicated Resources Discipline, FormalityDiscipline, Formality Long-term SupportLong-term Support Long-term DevelopmentLong-term Development MarketingMarketing CompetitionCompetition

Business Business RelationshipsRelationships

iAssessmentiAssessment Unicon/IBSUnicon/IBS SCT/CampusPipelineSCT/CampusPipeline im&mim&m Sigma SystemsSigma Systems CAICAI The RSmart GroupThe RSmart Group

Community SourceCommunity Source

BoundedBounded Market-DrivenMarket-Driven UndirectedUndirected Community BehaviorCommunity Behavior

uPortal and SakaiuPortal and Sakai

Michigan, Stanford, Indiana, MITMichigan, Stanford, Indiana, MIT uPortal, OKIuPortal, OKI Mellon FoundationMellon Foundation Hewlett FoundationHewlett Foundation $6.8 Million$6.8 Million SEPP InstitutionsSEPP Institutions SCP CompaniesSCP Companies

SakaiSakai

Open Source, Community SourceOpen Source, Community Source Collaboration and Learning Collaboration and Learning

EnvironmentEnvironment Extending and Implementing Open Extending and Implementing Open

StandardsStandards Convergence of Mellon ProjectsConvergence of Mellon Projects July 2004 ReleaseJuly 2004 Release

Sakai Educational Sakai Educational Partners ProgramPartners Program

Access to SEPP staff Access to SEPP staff Community development manager Community development manager SEPP developers, documentation writers SEPP developers, documentation writers Knowledgebase Knowledgebase Developer training for the TPP Developer training for the TPP Exchange for partner-developed tools Exchange for partner-developed tools Strategy and implementation workshops Strategy and implementation workshops Early access to pre-release code Early access to pre-release code $10k/$5k$10k/$5k

sakaiproject.orgsakaiproject.org

SEPP MembersSEPP Members

Boston University , School of Management Boston University , School of Management Brown University Brown University Carnegie Mellon University Carnegie Mellon University Columbia University Columbia University Community College of Southern Nevada Community College of Southern Nevada Cornell University Cornell University Dartmouth College Dartmouth College Foothill-De Anza Community College District Foothill-De Anza Community College District Harvard University Harvard University Johns Hopkins University Johns Hopkins University New York University New York University Northwestern University Northwestern University Princeton University Princeton University Simon Fraser University Simon Fraser University State University of New York - Learning State University of New York - Learning

EnvironmentsEnvironments

Tufts UniversityTufts University University of ArizonaUniversity of Arizona University of California Berkeley University of California Berkeley University of California , Davis University of California , Davis University of California , Los Angeles University of California , Los Angeles University of California , Merced University of California , Merced University of Cape Town , SA University of Cape Town , SA University of Colorado University of Colorado University of Delaware University of Delaware University of LleidaUniversity of Lleida University of Hawaii University of Hawaii University of Oklahoma University of Oklahoma University of Virginia University of Virginia University of Washington University of Washington University of Wisconsin , Madison University of Wisconsin , Madison Virginia Tech Virginia Tech Yale University Yale University

uPortal and OSPIuPortal and OSPI

Open Source Portfolio InitiativeOpen Source Portfolio Initiative Indiana, Minnesota, RSmart…Indiana, Minnesota, RSmart… Mellon Foundation FundingMellon Foundation Funding Sakai, OKI, uPortalSakai, OKI, uPortal

theospi.orgtheospi.org

uPortal anduPortal andHyperContentHyperContent

Content ManagementContent Management Version 1.4 – uPortal basedVersion 1.4 – uPortal based SourceForgeSourceForge Releases 6 monthsReleases 6 months Version 2.0Version 2.0

– Non-uPortal basedNon-uPortal based

– JSR168JSR168

– Looking for PartnersLooking for Partners

Open Source for Open Source for Higher Education Higher Education

uPortaluPortal HyperContentHyperContent SakaiSakai OSPIOSPI OKIOKI FedoraFedora Chandler/WestwoodChandler/Westwood

VUEVUE Lion ShareLion Share DSpaceDSpace ArtStorArtStor JStorJStor ERP?ERP?

uPortal FutureuPortal Future

Open Source/Open ContentOpen Source/Open Content– ArtStor, Fedora, OSPI, etc.ArtStor, Fedora, OSPI, etc.

Commercial Support (1/2 of all)Commercial Support (1/2 of all) Commercial ProductsCommercial Products Continued Community DevelopmentContinued Community Development

– Funding?Funding?

– Community Process?Community Process? Its up to you.Its up to you.