Buy and BuildBuy and Build Strategy Strategy

Buy Buy BuildBuild LayerLayer

– Improve, distinguish, consolidateImprove, distinguish, consolidate

CollaborateCollaborate– Open Source is both “build” and “buy”Open Source is both “build” and “buy”– Portal, portfolio, CMS, Fin Aid…Portal, portfolio, CMS, Fin Aid…

Web “Lens”Web “Lens”

1- Institutional Presentation1- Institutional Presentation– Image, Brand, AppearanceImage, Brand, Appearance

2- Resolve Disparity2- Resolve Disparity– System, Hardware, Software, EraSystem, Hardware, Software, Era

3- Change Business Practices3- Change Business Practices– Quickly, Cheaply, CreativelyQuickly, Cheaply, Creatively

Vendors see Web as a user interface and market requirement.Vendors see Web as a user interface and market requirement.

Compound “Lens”Compound “Lens”

The Institution, System IntegrationThe Institution, System Integration– UD PresentationUD Presentation– Resolve DisparityResolve Disparity– Change Business PracticesChange Business Practices

The Customer, The User ExperienceThe Customer, The User Experience– PersonalizePersonalize– CustomizeCustomize

Resolution, DifferentiationResolution, Differentiation

Why a PortalWhy a Portal

Resolve disparityResolve disparity Adopt person-centric user interfaceAdopt person-centric user interface Keep pace with changing Keep pace with changing

expectationsexpectations Adopt transformation technologyAdopt transformation technology Provide framework for application Provide framework for application

developmentdevelopment

uPortal uPortal Open Source ProjectOpen Source Project

2 ½ years2 ½ years $770,000 Mellon Foundation Grant$770,000 Mellon Foundation Grant Contributed effort: Dozen core developersContributed effort: Dozen core developers 100 Implementations100 Implementations Hundreds of Thousands of UsersHundreds of Thousands of Users 11 Countries11 Countries 7 Commercial Vendors7 Commercial Vendors

Original Original MotivationMotivation

Combat “Free” PortalsCombat “Free” Portals Provide and Share ExperienceProvide and Share Experience Build CommunityBuild Community Promote StandardsPromote Standards Come TogetherCome Together ““For Education, By Education”For Education, By Education”

uPortaluPortal

Dozen Developer InstitutionsDozen Developer Institutions One Hundred ImplementationsOne Hundred Implementations Hundreds of thousands of usersHundreds of thousands of users Eleven CountriesEleven Countries Seven Commercial PartnersSeven Commercial Partners Various Spin-offsVarious Spin-offs Engaged with other efforts.Engaged with other efforts.

CSG ParticipationCSG Participation

YaleYale PrincetonPrinceton ColumbiaColumbia DelawareDelaware CornellCornell VirginiaVirginia ColoradoColorado Brown, Washington, Wisconsin, Brown, Washington, Wisconsin,

GeorgetownGeorgetown

ModelModel for Open Source for Open Source

uPortal Success FactorsuPortal Success Factors– CollaborationCollaboration

– CommunityCommunity

– CashCash

– Commercial PartnershipCommercial Partnership

– Community SourceCommunity Source

CommunityCommunity

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

Community SourceCommunity Source

Open?Open? BoundedBounded Market-DrivenMarket-Driven UndirectedUndirected Community TargetCommunity Target Value of CommunityValue of Community Community BehaviorCommunity Behavior

Cash Cash (Funding)(Funding)

Seed EffortsSeed Efforts Enable Commercial PartnershipEnable Commercial Partnership Ensure ProgressEnsure Progress Stamp of ApprovalStamp of Approval Self-Sustaining PlanSelf-Sustaining Plan $800k, $3m, Free$800k, $3m, Free

CommericalCommerical Partners Partners

Dedicated ResourcesDedicated Resources Long-term SupportLong-term Support Long-term DevelopmentLong-term Development Potential ContributorsPotential Contributors MarketingMarketing

Successful Successful CommercializationCommercialization

CampusPipeline/SCTCampusPipeline/SCT UNICON/IBSUNICON/IBS im&mim&m Sigma SystemsSigma Systems DatatelDatatel

LATLAT RSmartRSmart iAssessmentiAssessment ChannelsChannels

– WebCTWebCT

– BlackboardBlackboard

Good OSSGood OSS

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

Open SourceOpen SourceLimitationsLimitations

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

Open Source Open Source SoftwareSoftware

Free?Free? Open?Open? Collaborative?Collaborative? Risky?Risky? Non-Commercial?Non-Commercial? Influence the MarketplaceInfluence the Marketplace

More InformationMore Information

JA-SIG uPortal ConferenceJA-SIG uPortal Conference– Denver- June 2004 Denver- June 2004

JA-SIG and uPortalJA-SIG and uPortal– www.ja-sig.orgwww.ja-sig.org

Delaware’s UD&me demoDelaware’s UD&me demo– uportal.udel.eduuportal.udel.edu

Open Source Portfolio InitiativeOpen Source Portfolio Initiative– www.theospi.orgwww.theospi.org

carlj@udel.educarlj@udel.edu