I Did Not Know You Could Do That With An SIS: How To Make Kuali Student Work For You

open source administration software for education

next generation student system

I Did Not Know You Could Do That With An SIS: How To Make Kuali Student Work For You

Norman Wright, Business Analyst, University of Southern California Doug Chew, Systems Analyst, University of British Columbia Kamal Muthuswamy, Senior Application Systems Engineer, University of Washington

http://creativecommons.org/licenses/by/3.0/


In The Next 60 Minutes …

• Introduction• Architecture• UI Configuration• Search Configuration• Data Configuration• Workflow Configuration• Challenge• Q/A



From the Charter…

• Kuali Student will be a modular, open source, standards-based next generation student system that will offer a flexible, scalable, cost-

effective system that can be configured to meet the business requirements of any higher education institution



That’s a tall order….

• We wanted a system that is infinitely configurable!

• So we came up with….



Welcome to Kuali Student R1.1



No Actually…

• The Charter Translated into reality….• We analyzed not just the founder and partner

schools but did a wide scan….• How do schools actually differ?

– Look and Feel– Validation– Text and labels– Additional Data– Lookups– Workflow



Draw a Distinction between Validation & UI

Validation• Cares about what

– Data– Rules– Integrity

• Must be rock solid• One Rule for all contexts

User Interface• Cares about how

– Look and feel– Ordering– Ease of Entry

• Can allow in invalid data – and then validation gives

error• Varies by context



The resulting KS Architecture

• Highly Configurable• SOA Based• GWT Driven UIF • Spring beans based configurations



KS Architecture



Configuring UI

• GWT Deferred Binding• Themes• Hiding Sections / Fields• Messages


KS Look and Feel


Institution Look and Feel


Hiding a Section / Field

• Extend CourseConfigurer• Override methods

• Deferred Binding to replace CourseConfigurer



Removing the Financials Section



Removing the Financials Section

Before After



Hide Pass Fail Field

Before After



Kuali Student Message Maintenance

• Validation messages• Constraints• Labels• Help text• Instruction text



Labels

Before

After



Help Text

Before

After



Configuring Lookups & Searches



Subject Area as Search Oracle



Subject Area as Drop Down



Before xml

• <property name="widget" value="SUGGEST_BOX" />

• <property name="resultDisplayKey“ value="enumeration.resultColumn.abbrevValue" />

• <property name="resultSortKey" value="enumeration.resultColumn.sortKey" />



After xml

• <property name="widget" value="DROP_DOWN" />

• <property name="resultReturnKey" value="enumeration.resultColumn.abbrevValue"/>

• <property name="resultDisplayKey" value="enumeration.resultColumn.value" />

• <property name="resultSortKey" value="enumeration.resultColumn.sortKey" />



Applies Cross-listing entry as well



Start Term Before



Start Term after



XML For configuring what is allowed

• <property name="key" value="atp.advancedAtpSearchParam.atpType" />• <property name="name" value="Atp types" />• <property name="desc" value="Atp types for courses" />• <property name="caseSensitive" value="false" />• <property name="writeAccess" value="NEVER" />• <property name="dataType" value="STRING" />• <property name="optional" value="true" />• <property name="defaultValueList">• <list>• <value>kuali.atp.type.Spring</value>• <value>kuali.atp.type.Fall</value>• <value>kuali.atp.type.Session1</value>• <value>kuali.atp.type.Session2</value>• <value>kuali.atp.type.Mini-mester1A</value>• <value>kuali.atp.type.Mini-mester1B</value>• </list>• </property>



XML For configuring what is allowed

• <property name="key" value="atp.advancedAtpSearchParam.atpType" />• <property name="name" value="Atp types" />• <property name="desc" value="Atp types for courses" />• <property name="caseSensitive" value="false" />• <property name="writeAccess" value="NEVER" />• <property name="dataType" value="STRING" />• <property name="optional" value="true" />• <property name="defaultValueList">• <list> • <value>kuali.atp.type.Spring</value>• <value>kuali.atp.type.Fall</value>• • </list>• </property>



Browse Catalog Before



Browse Course Catalog After



Data Configuration: Dictionaries

• Central to KS data configurations• Spring bean based XML files• Manages constraints around data• Allows adding new data fields without code

changes• Easy to extend and override• Consumed by both the services and UIF



Data Configuration: Overriding default constraints

• Basic constraints – minLength, maxLength, validChars, etc

• Conditional constraints– When State = ‘active’ require Title

• Lookup based constraints– Program Code should be in X lookup table

• Custom constraint– Any custom logic for validating fields



Basic Constraints: Before



Basic Constraints: After



Basic Constraints: XML

• <bean id="courseInfo.courseNumberSuffix-parent" abstract="true"parent="cluIdentifierInfo.suffixCode-parent">• <property name="name" value="courseNumberSuffix" />• <property name="minLength" value=“4" />• <property name="maxLength" value=“4" />• <property name="validChars" ref="digits" />• <property name="caseConstraint">• <bean parent="caseConstraint">• <property name="operator" value="EQUALS"/>• <property name="fieldPath" value="state"/>• <property name="whenConstraint">• <list>• <bean parent="whenConstraint">• <property name="values“> <list> <value>DRAFT</value> </list> </property>• <property name="constraint">

<bean > <property name="minOccurs" value="1" /></bean>• </property>• </bean>• </list>• </property>• </bean>• </property>• </bean>



Custom Validation: Before



Custom Validation: After



Custom Validation: XML

• <bean id="courseInfo.revenues-parent" abstract="true" parent="baseComplexRepeating">

• <property name="name" value="revenues" />• <property name="dataObjectStructure"

ref="org.kuali.student.lum.course.dto.CourseRevenueInfo" />• </bean>

• <bean id="courseInfo.revenues" parent="courseInfo.revenues-parent" >

• <property name="customValidatorClass" value="org.kuali.student.lum.course.service.utils.RevenuePercentValidator"/>

• </bean>



Data Configuration:Adding new fields

• Dynamic attributes (DA) on most message structures

• No code change required at the service level• All constraints available for DA• Expose DA as regular field to KS UIF



Adding New Field: Before



Adding New Field: After



Adding New Field: XML

• <bean id="org.kuali.student.lum.course.dto.CourseInfo-parent” abstract="true" parent="objectStructureDefinition">

• <property name="attributes“> <list>• • <ref bean="courseInfo.finalExamStatus" />• <ref bean="courseInfo.finalExamRationale"/>• </list> </property>• </bean>

• <bean id="courseInfo.finalExamStatus" parent="baseString">• <property name="name" value="finalExamStatus" />• <property name="maxLength" value="15" />• <property name="validChars" ref="alpha"/>• • <property name="dynamic" value="true"/>• </bean>



More Configuration

• Configure ATP, Messages, Enumerations

• Configure Rules (RequirementComponents)



Infrastructure Configuration

• Tomcat 6.0.24• JAVA JDK: 1.6.0_18• RICE 1.03• dB:• Oracle XE 10.2.0 for development and test• Oracle 11G in test• OS: Fedora 8



Configuring Workflow

• KSOR - Kuali Student Organizations• KIM - Kuali Identity Management• KEW - Kuali Enterprise Workflow



KS Organization

• Publication Office• Senate• Division• College• Department



UBC Organization Approval Hierarchy

• Publication Office• Senate• Faculty• Department



Positions and People

• Define positions in organizations• Add people in Kuali Rice (KIM)• Configure KIM for field level authorization



Organization Memberships

• Memberships - add people to positions• Workflow tied to positions



KS Approval Workflow



UBC Approval Workflow


Complex Workflows - Branches

• Branches• Logic Split Nodes



Undergraduate Course

Proposal

Workflow



Graduate Course

Proposal

Workflow



Standard UBC Workflow


Pilot Course Workflow

Proposal

Workflow



Summary

• Highly not Infinitely Configurable• Leverage Configurability in Rice• Clean separation of different layers of

archictecture

• KS Configuration Guide



KS Configuration Challenge



Questions

Date post:	21-Oct-2014
Category:	Technology
View:	1,077 times
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I Did Not Know You Could Do That With An SIS: How To Make Kuali Student Work For You

Technology