This document summarizes a Birds of a Feather discussion on the future of portfolios in Sakai. It provides an agenda for the discussion including introductions, updates on existing portfolio tools in Sakai like the Open Source Portfolio (OSP), and a new incubation project called Karuta. Karuta aims to create a flexible portfolio application for integration with Sakai and other learning management systems. The document outlines pilot implementations of Karuta, the Apereo incubation process, and release timelines. It concludes with potential discussion topics around transitioning from existing tools and continued collaboration within the Sakai Portfolio Community.

1. The Future of Portfolios in Sakai
Sakai Portfolio Community
Birds of a Feather (BOF) Discussion
Janice Smith, Ph.D. Three Canoes LLC
June 1, 2014 Open Apereo 2014 1

2. BOF Plan
• Introductions
• Open Apereo 2014 Portfolio Sessions
• Update on Portfolios in Sakai
• Karuta - Apereo Incubation Project
• Open Discussion
• Next Steps
June 1, 2014 Open Apereo 2014 2

3. Open Apereo 2014
Portfolio Sessions - Monday
• Karuta Open Source Portfolio: A flexible
architecture for assessment, accreditation, and
much more.
• Jacques Raynauld, Olivier Gerbe, Phan Nobry
HEC Montreal
• 1-1:45 PM, Symphony II
June 1, 2014 Open Apereo 2014 3

4. Open Apereo 2014
Portfolio Sessions - Monday
• Networking Café
• 2-3 PM, Symphony III and IV
The Open Source Portfolio (OSP) tools are in
Sakai 10 but not Sakai 11. How can existing
OSP implementations work with new Sakai
portfolio software (e.g., Karuta) to learn from
our accomplishments and continue Sakai
portfolios into the future?”
June 1, 2014 Open Apereo 2014 4

5. Open Apereo 2014
Portfolio Sessions - Tuesday
• Portfolios for Program Assessment and Course
Activities: ePortfolio Development and Users at
Virginia Tech
• Marc Zaldivar and Teggin Summers
Virginia Tech
• 10-10:45 AM, Concerto B
• Using Portfolios in Sakai – Showcase Reception
• Demonstration of OSP and Karuta
• Members of the Sakai Portfolio Community
• 5:30 - 7 PM, Symphony III and IV
June 1, 2014 Open Apereo 2014 5

6. Open Apereo 2014
Portfolio Sessions - Wednesday
• Getting Students to Own the Process: Using Portfolios
to Prepare Students for a Career in Healthcare
• Pat Lord and Jolie Tingen,
Wake Forest University
• 10:45- 11:30 AM, Concerto A
June 1, 2014 Open Apereo 2014 6

7. Open Apereo 2014
Portfolio Sessions - Thursday
• Open Meeting for Potential Karuta Adopters
• 9-11 AM, Tenor
June 1, 2014 Open Apereo 2014 7

8. The Portfolio Tools in Sakai
• Interoperable tool
suite.
• Flexible portfolio
workflows.
• Customized through
user interfaces and
XML coding.
• Used to create any
type of portfolio.
• OSP Help updated in
Sakai KB for Sakai 10.
June 1, 2014 Open Apereo 2014 8
Assignments
Matrices
FormsGlossary Portfolio
Templates
Reports
Resources
Portfolios
Also known as the
Open Source Portfolio (OSP)

9. Current OSP Institutions
• Virginia Tech
• Rutgers University
• Uniformed Services University
of the Health Sciences
• Lutheran Medical Center
• Wake Forest University
• Kumamoto University
• Boston University
• Tufts University
• Columbia University
• University of Dayton
• University of Dayton
• Antioch University
• University of Amsterdam
• Marist College
• Roger Williams University
Leaving the OSP community:
• Indiana University
• University of Michigan
• University of Delaware
• SAU 53, New Hampshire (K-
12)
June 1, 2014 Open Apereo 2014 9

10. The Future of Portfolios in
Sakai
• OSP is too complex, requires coding, and puts
too much load on Sakai.
• The PMC has determined that the OSP tools
will be in Sakai 10 but not Sakai 11.
• The Sakai Portfolio Community has:
• Up to three years to plan an exit from OSP.
• Based on several years of portfolio visioning and
identifying shared portfolio requirements.
• LTI integration provides a path to the future.
June 1, 2014 Open Apereo 2014 10

11. June 1, 2014 Open Apereo 2014 11
Introducing!
An Apereo Incubation Project

12. Karuta Goals
• Create a flexible, no coding required portfolio
application for LTI integration with Sakai and
other LMSs.
• Build community around the continued use of
portfolios in Sakai
• Explore the use of LTI-2 to provide services
between Karuta and Sakai.
• Become a viable open source organization
through the Apereo incubation process.
June 1, 2014 Open Apereo 2014 12

13. Karuta Participants
• HEC Montréal - Canada
• IUT-2 Grenoble - France
• Kyoto University - Japan
• Three Canoes LLC – USA
• Your institution?
June 1, 2014 13Open Apereo 2014

14. Karuta Pilots
• School of Education, University of Montréal
• Quebec Training Network in Perinatal Research (QTNPR) -
University of Montréal
• HEC Montréal affiliated with the University of Montréal
• IUT-2 Grenoble (Institut Universitaire de technologie 2)
• Graduate School of Advanced Integrative Studies in Human
Survivability, Kyoto University
• Inter-Graduate School Program for Sustainable Development
and Survivable Societies, Kyoto University
• Your institution?
June 1, 2014 Open Apereo 2014 14

15. Apereo Incubation Process
• Mentoring
• Licensing
• Trademark search
• Release management
• Community development
• Project governance
• Resources for code distribution, bug tracking, mailing lists, and
a project website.
Incubation does not guarantee quality code. This is a task for the
Karuta open source community.
June 1, 2014 15Open Apereo 2014

16. Release Timeline
• May 2014: Karuta 0.9 release
• September 2014: Projected Karuta 1.0 release
• September 2014 – May 2015
• Recommended time period for pilot
implementations of Karuta 1.0
• May 2015: Projected Karuta 2.0 release
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17. Our Experience So Far
Karuta offers:
• Environments for design and production.
• Functionality modeled after OSP.
• Experience with six pilot projects at three
different institutions.
• An assessment portfolio in development as a
showcase and accreditation portfolio.
• Use with mobile devices.
• Available for piloting during 2014-15.
17June 1, 2014 Open Apereo 2014

18. Karuta FYI
Contact:
• Janice Smith, Karuta Incubation Project Lead,
Three Canoes LLC, janice.smith@threecanoes.com
• Jacques Raynauld, Karuta Functional/Technical
Lead, HEC Montréal, jacques.raynauld@hec.ca
June 1, 2014 18Open Apereo 2014

19. BOF Discussion Topics
• The promise of LTI-1 and LTI-2 integration
• Planning for migration of portfolio content
• Sakai portfolio solutions beyond OSP in use or
under consideration
• Working together as a Sakai Portfolio
Community
• Monthly call, first Monday at 11 AM EDT
• Portfolio listserv
• Continuing “Portfolio Visioning for Sakai”
June 1, 2014 Open Apereo 2014 19