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
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
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
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.
What is IBM’s “ Open Approach”? : Three-tiered, global, with Innovation at it’s core
Service Oriented Architecture
Reducing/Eliminating Integration Costs
“ Plug and Play”
Focus on CODE, not COMMITTEES
‘ Web Services’ at Core
Electronic Forms (Student Portfolios and Records)
Electronic Documents and Learning Objects
Fostering Community base
Modular and Component driven
Enabling Consortia and Partners
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
Trends in Business and Learning Applications: Looking Down the Road
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
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
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
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
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
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
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
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
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
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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)
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)
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
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
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
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.