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  • 1. Empowering the Next Generation Of Business and Learning Applications with an “Open Approach” Patrick F. Carey Higher Education Industry Leader IBM Business Consulting Services February, 2006
  • 2. IBM’s “ Open Approach”: Helping Global Education address their Challenges:
    • New ways of Doing Business
    • New ways of Communicating and Collaborating
    • Reducing Costs and Refocusing Resources
    • Dealing with the Increasing Rate of Change
    Education Industry is at an Inflection Point
  • 3. In recent years, a confluence of external forces has created an extremely challenging environment that is impacting traditional Higher Education institutions’ ability to respond to a rapidly changing environment Today’s Market Dynamics Today’s Challenges Reduction in support paired with increase in accountability Geo-political issues having increasing impact Nearing market price saturation Macro-Economy Slowing population growth Shifting value systems Greater information access and global awareness Consumers Increased mobility and focus on providing real-time services Difficulty in maintaining brand differentiation Increasing high quality competition Competition Constrained ability to grow Converging economic pressures Increased operational complexity
  • 4. Meanwhile, institutions also face significant internal challenges that create very high operational complexity and further impede their ability to change Source: IBM Institute for Business Value Stretched thin Slow to adapt Inefficient Distracted University leaders are struggling to satisfy complex new business requirements and unfunded mandates across their institutions Management Complexity Functional and departmental silos exacerbate operating inefficiencies and prevent institutions from responding to market needs in a consistent way. Organizational Fragmentation Resources and capital are committed to continued operation and maintenance of many non-differentiating and low-value activities. Rigid Cost Structure and Asset Base Inflexible IT Infrastructure The technology environment is overly complex and serves to inhibit – rather than enable – the deployment of new capabilities. Cultural Resistance Traditional attitudes and management practices conflict with the need for rapid, insight-driven decision-making and execution.
  • 5. What is IBM’s “ Open Approach”? : Three-tiered, global, with Innovation at it’s core
    • Open Architecture
      • Service Oriented Architecture
      • Reducing/Eliminating Integration Costs
      • “ Plug and Play”
      • Secure
    • Open Standards
      • Focus on CODE, not COMMITTEES
      • ‘ Web Services’ at Core
      • Electronic Forms (Student Portfolios and Records)
      • Electronic Documents and Learning Objects
    • Open Source
      • Fostering Community base
      • Modular and Component driven
      • Enabling Consortia and Partners
  • 6. Secure Wireless Solutions Mobile Computing, Ubiquitous Access to the Internet, Web Services, VoIP Budget Pressures Addressing more challenges with less resources Emerging Countries/Regions Country-level focus on Education IBM’s Open Approach is Future Focused: There are a number of global trends that we believe can only be addressed with an Open Approach Life Long Learning Pressure on Education to transform and integrate end-to-end Infrastructure consolidation Institutional, country and global eLearning infrastructure Open Standards / Open Source Higher Ed leading the way, K-12 is fast-follower Investments in Education Critical to national competitiveness Consumerism and Competition Focus on Student Services, differentiating and competing Business Process Transformation Effective and efficient administration Emerging Technologies Societal Adaptation Emerging Markets / Offerings Government Industry Trends
  • 7. Trends in Business and Learning Applications: Looking Down the Road
    • Challenges for Education Industry Applications
      • The Education Application Lifecycle
      • Standards-based and Modular
      • Global in nature- Connected Community
    • “ Community” Open Source
      • Developed at the “Speed of Innovation”
      • Peer reviewed and supported
      • Cultural fit to Education Industry
    • Software as a “Service”
      • Change in Economics
      • Change in Operating Model
      • OFF campus
  • 8. Education Industry’s Application Dilemma
    • Education is in dire need of a sustainable, affordable software model
    • Buy vs. Build model has failed
      • Education Industry been unable to build their own for quite some time
        • Most locally built applications are being replaced
      • Vendors don’t meet all the Education requirements and therefore create need to modify code or build workaround code
        • Modifications Expensive
        • Modifications slow down progress
    • The software industry is not focused on education’s goals and needs, but on making profits
      • Many feel the education market is too small to sustain a healthy vendor environment
    • Uncertainties in the commercial vendor space
      • Continued vendor consolidations
      • Depressed investment climate
      • Migration away from products toward services
  • 9. Education’s Painful Application Life Cycle D E A B C Aging, Unsupported, Highly Modified New Money, Enthusiasm, Inflated Expectations “ Let’s Fix This” “ Flop” The Value Zone
  • 10. Defining “Community” Open Source
    • All about Collaborative Innovation
      • Community-driven approach to problem solving
      • People working across geographical and organizational boundaries to confront today's most pressing challenges (Note: How IBM develops SW)
      • Enabled by open standards and new intellectual property practices , it unites widely distributed perspectives and experience to:
        • Rapidly solve issues
        • Accelerate technological advancements
        • Stimulate rapid change
        • Increase speed of development
    Source: Saugatuck Technology and Business Week Research Services
  • 11. Community Open Source has reached an inflection point :
    • Open Source and Open Standards are the
    • next wave of disruptive technologies in Education
    • Education has a history of creating, incubating, and commercializing open, disruptive technologies – which is why this nascent movement is a key indicator
    Unix TCP/IP Web Linux Open Applications Open Applications drive Standards OSNEXT
    • Open Applications have de-facto market power
      • Enabler of Industry Services Oriented Architecture
    • IBM will enable them as we would any ISV
      • Our business model is unchanged
      • Can leverage Open Infrastructure Technology to support applications
    • Education Industry will be a showcase for all other Industries
  • 12. Workloads using Open Source Middleware show that it is a viable alternative to Commercial Software Source: 2005 Forrester Research “Trends: Open Source Usage is up, But Concerns Linger
  • 13. Collaborative Open Source: How the Community Works Collaborative Open-Source Software “ Ecosystem” “ Producer” University’s Intellectual & Admin. Resources Software and Systems Vendors Government Agencies Foundations and Non-Profit Orgs Open Source “Support” Providers (Red Hat, Suse, rSmart) “ Consumer” University Users/Testers
  • 14. Collaborative Open Source Focus Development Areas: Education Application Areas Personal Info. Manager Portals Student Portfolios Identity Management Content Managers Object Libraries Library Catalogue Scholarly Publishing Learning Management Systems Digital Repositories
  • 15. EXAMPLE: IBM’s Open Learning Framework (Blue Moon) Tools / Frameworks Eclipse Hibernate Struts RAD JSF Spring CVS / Ant James Applications Sakai/Moodle OSPI Melete Content Producer LAMS SCORM Tracking Kuali Workplace Messaging Library Student Services Server Software uPortal WebSphere Portal DB/2 Cloudscape Websphere WebSphere CE WebDAV Middleware DataPower Websphere ESB RCI CDN Jackrabbit Content Manager Fedora / D-Space Platforms Linux X,P series (Z future) Windows User Interface Mozilla, Opera, IE Workplace Managed Client Pervasive Device Browsers
  • 16. IBM’s Blue Moon Open Learning Framework Infrastructure Services Applications Data & Reporting Security Content Services IBM Content Manager RCI / Greystone Content Grid DB/2 User Access Open Learning Client Reporting Tool (TBD) SCORM Import / Tracking
    • Content Producer is currently a Windows application
    OSPI 2.1 LAMS Sakai 2.1 Melete Workplace Web Conferencing (TBD)
    • Leverage Marist work for the Content Grid. Sakai resources only for release 1
    • Need to harvest Biztech work on SCORM or leverage UCDavis, trivial effort
    Beginning of the Content Grid Provisioning Metering Disaster Recovery Data Archiving Data Storage Application & Backend Integration WebSphere ESB SIS Integration Interfaces Commercial Middleware
    • Need to investigate the middleware for managed client administration
    Web Browser Workplace Managed Client Content Producer Open Document Converter Tivoli Directory Server Tivoli Directory Integrator WebSphere Application Server Managed Client Administration
  • 17. Software as Service: A Major Shift in Value, Cost and Service Levels based on Open Architectures…. Why not Open Source? Source: IDC; Software & Information Industry Association; Aberdeen Group Hosted Web Services Applications Web Native Applications Traditional Service Providers Software as a Service
    • Packaged applications delivered as a hosted service
    • Application is almost always sold in the traditional sense -- a one-time license and recurring maintenance fee
    • Built specifically for one-to-many delivery
    • SW is built for network delivery and is not deployed on customer premises
    • Pricing is combined in one annuity stream
    • Configuration, but little to no customization
    • SW components that can be used alone or in combination with other components or applications; delivered using Internet
    • Interfaces conform to web services architecture to simplify integration
    • Market is in the early stages of development
    Traditional Hosting Example: SAP Example: Salesforce.com Example: Microsoft MapPoint
    • Packaged SW delivered as a One-to-One hosted service
      • One-time SW license, recurring maintenance fees
      • Allows for customization
    • SW built for network delivered as a One-to-Many hosted service
      • Annuity pricing combines license, maintenance, service
      • Configuration; little/no customization
      • Usage based
    Current Evolving Future
  • 18. White Papers? Google me…
    • Open Approach to Creating the Next Generation of Applications File Format: PDF/Adobe Acrobat - View as HTML Open Approach to Creating the Next Generation of Applications. Transforming and modernizing the administration of your institution and taking cost out of ... www.ibm.com/industries/education/ doc/content/bin/IBMsOpenApproachWhitePaperv2.pdf - Supplemental Result
    • Solving the Integration Issue - Service-Oriented Architecture (SOA) File Format: PDF/Adobe Acrobat - View as HTML Patrick F. Carey and Bernard W. Gleason – May 2005. All future applications ... Patrick F. Carey . IBM Business. Consulting Services. Higher Education ... le.suny.edu/sln/rpc/rsp/ibmpapers/soa.pdf
    • Vision 2010 – Future of Business Software Applications File Format: PDF/Adobe Acrobat - View as HTML Patrick F. Carey and Bernard W. Gleason – August 2005. Where observation is ... Patrick F. Carey . IBM Business. Consulting Services. Higher Education ... www-03.ibm.com/.../doc/content/bin/IBM_BCS_ White_Paper_Vision_2010_Business_Applications.pdf?g_type=pspot
    • Student Services System – Next Generation File Format: PDF/Adobe Acrobat - View as HTML Patrick F. Carey and Bernard W. Gleason – December 2005. Student Services is ... Patrick F. Carey . IBM Business. Consulting Services. Higher Education ... www-03.ibm.com/industries/education/doc/ content/bin/IBM_BCS_White_Paper_Student_Services_System_FINAL.pdf - Similar pages
    • Moodlebug : October 2005 We get answers from Richard Bricefield, cheif executive who uses Moodle; Patrick F. Carey , IBM’s uber-exec involved with Sakai; David Grebow, also from IBM; ... fraser.typepad.com/moodle/2005/10/ - 18k - Cached - Similar pages
  • 19. Questions and Answers?
  • 20. Additional Reference Slides
  • 21. Open Source Projects in K - 12 Funding Source Funding Sponsor(s) Focus Project Schools, Foundations, and Individuals unknown Schools, Foundations, Groups w/ Linux Projects and Programs Unify independent organizations that advocate, use, and develop open resources for primary and secondary education School Forge Coalition (Global) Red Hat, Inc. Free to schools. Red Hat, Inc. pays all costs. Red Hat, Inc. Linux OS, server infrastructure apps, e-mail, internet browsing, scheduling, grading, and word processing Red Hat K-12 Linux Pilot Program (Global) Red Hat, Inc., Portland Unix Linux Group, and Multnomah Education Service District unknown Red Hat, Inc., Portland Unix Linux Group, and Multnomah Education Service District Consortium to Promote the Use of Linux in Schools K-12 Linux Project (US)
  • 22. Open Source Projects in Higher Education Mellon Foundation and Kuali Core Partners $2M Indiana, Cornell, Univ. of Hawaii Higher Ed. Financial Mgmt Application Kuali (US) Mellon Foundation and Core Collaborators unknown MIT, Giunti Interactive Labs, IMS Global Learning Consortium, Nolaria Consulting, Verbena Consulting Reference architectures and templates for connectors between components OKI - The Open Knowledge Initiative (US) Mellon Foundation $2.5M Unicon, SCT/Campus Pipeline, IMMagic, iAssessment, CAI, The Longsight Group, Next Brick Solutions, several universities A free, sharable portal under development by institutions of higher-education uPortal ( US) Mellon Foundation and Common Solutions Group $2.75M from Mellon Universities gave $50K each 25 universities comprising the Common Solutions Group Personal Information Manager (PIM) Chandler: Open Source Applications Foundation (US) Funding Source Funding Sponsor(s) Focus Project Mellon Foundation Hewlett Found. Partners Program Core member Match $6.8M – 2 years ($2.8M from Mellon and over $4M from universities) MIT, Indiana, Univ. of Michigan, Stanford, OKI, and Mellon Foundation A community source software development effort to design, build and deploy a new Collaboration and Learning Environment (CLE) for higher education Sakai (US)
  • 23. Open Source Projects in Higher Education UK Government unknown United Kingdom Several UK City Councils University of Kent National Computing Centre (NCC) SOCITM Open Forum Europe (OFE) Open Source Consortium (OSC) Institute of IT Training (IITT) Promotes the use of open source software within government and schools Open Source Academy (UK) University of Art and Design Helsinki unknown Learning Environments for Progressive Inquiry Research Group Research, design and development of New Media tools and their use and application in education Future Learning  Environment (Finland) University of MN, University of DE, and the r-smart group unknown Univ. of MN Create and sustain leading production ePortfolio software Open Source Portfolio Initiative (US) Funding Source Funding Sponsor(s) Focus Project
  • 24. Open Source Projects in Higher Education The European Commission in the Information Society Technologies (IST) framework; IST-00-III.2 'School of Tomorrow'. unknown European Union Develop innovative pedagogical models, design principles and technology for collaborative knowledge building in European education The Information Society for all eEurope Action Plan (European Union) European Union unknown International Partnership of 23 European Ministries of Education Develops learning materials for schools, teachers and students across Europe European SchoolNet University of British Columbia unknown Univ. of British Columbia Explores how new technologies can be used to improve the professional and public value of scholarly research Public Knowledge Project (Canada) Funding Source Funding Sponsor(s) Focus Project
  • 25. Examples of Open Source projects in education:
    • Sakai: A collaborative learning environment, led by a consortium including MIT, Indiana, Stanford, Michigan and others.
    • Kuali: Financial and administrative application, led by Indiana, Cornell, University of Hawaii.
    • uPortal: Campus portal environment now supported by a variety of vendors.
    • Open Source Portal Initiative: ePortfolio application for students and faculty.
    • School Forge Coalition : Project to unify a variety of open source projects in education.
    • Open Source Academy: Project to promote open source in UK schools and colleges.
    • K12 Linux Project: Consortium to promote Linux in schools.
    • Open Knowledge Initiative: Reference architectures and interfaces between components for Education systems, led by MIT
  • 26. Key standards groups in education :
    • IMS Global Learning Consortium: Develops and promotes the adoption of open technical specifications for interoperable learning technology.
    • Advanced Learning Infrastructure Consortium (ALIC): Japan learning initiative.
    • IEEE/Learning Technology Standards Committee: Develop accredited technical standards, recommended practices and guides for learning technology.
    • MERLOT: Consortium of higher ed institutions focused on learning content distribution.
    • Coalition for Networked Information (CNI) : Supports networked information technology for the advancement of scholarly communication and the enrichment of intellectual productivity.
    • Schools Interoperability Framework (SIF) . The Schools Interoperability Framework (SIF) is an industry initiative to develop an open specification for ensuring that K-12 instructional and administrative software applications work together more effectively.
    • Advanced Distributed Learning (ADL): A collaborative effort to harness the power of information technologies to modernize structured learning. Includes Tools Interoperability and CORDRA.
    • Open Knowledge Initiative (OKI ): Specifications that describe how the components of an educational software environment communicate with each other and with other enterprise systems.
    • Postsecondary electronic standards council (PESC): Association of colleges and universities; professional and commercial organizations; data, software and service providers; and state and federal government agencies. PESC’s mission is to lead the establishment and adoption of data exchange standards in education.