Learning about learning about …

I was recently reading a short piece from Peter Honey (of learning styles fame)
in a CIPD blog post in which he writes, saving the most important item for last in his list:

Learning to learn – the ultimate life-skill

You can turn learning in on itself and use your learning skills to help you learn how to become an increasingly effective learner. Learning to learn is the key to enhancing all the above.

What could a GPS for learner journeys look like?

Last weekend, a motley crew of designers, students, developers, business and government people came together in Edinburgh to prototype designs and apps to help learners manage their journeys. With help, I built a prototype that showed how curriculum and course offering data can be combined with e-portfolios to help learners find their way.

The first official Scottish government data jam, facilitated by Snook and supported by TechCube, is part of a wider project to help people navigate the various education and employment options in life, particularly post 16. The jam was meant to provide a way to quickly prototype a wide range of ideas around the learner journey theme.

While many other teams at the jam built things like a prototype social network, or great visualisations to help guide learners through their options, we decided to use the data that was provided to help see what an infrastructure could look like that supported the apps the others were building.

In a nutshell, I wanted to see whether a mash-up of open data in open standard formats could help answer questions like:

  • Where is the learner in their journey?
  • Where can we suggest they go next?
  • What can help them get there?
  • Who can help or inspire them?

Here’s a slide deck that outlines the results. For those interested in the nuts and bolts read on to learn more about how we got there.

Where is the learner?

To show how you can map where someone is on their learning journey, I made up an e-portfolio. Following an excellent suggestion by Lizzy Brotherstone of the Scottish Government, I nicked a story about ‘Ryan’ from an Education Scotland website on learner journeys. I recorded his journey in a Mahara e-portfolio, because it outputs data in the standard LEAP2a format- I could have used PebblePad as well for the same reason.

I then transformed the LEAP2a XML into very rough but usable RDF using a basic stylesheet I made earlier. Why RDF? Because it makes it easy for me to mash up the portfolios with other datasets; other data formats would also work. The made-up curriculum identifiers were added manually to the RDF, but could easily have been taken from the LEAP2a XML with a bit more time.

Where can we suggest they go next?

I expected that the Curriculum for Excellence would provide the basic structure to guide Ryan from his school qualifications to a college course. Not so, or at least, not entirely. The Scottish Qualifications Framework gives a good idea of how courses relate in terms of levels (i.e. from basic to a PhD and everything in between), but there’s little to join subjects. After a day of head scratching, I decided to match courses to Ryan’s qualifications by level and comparing the text of titles. We ought to be able to do better than that!

The course data set was provided to us was a mixture of course descriptions from the Scottish Qualifications Authority, and actual running courses offered by Scottish colleges all in one CSV file. During the jam, Devon Walshe of TechCube made a very comprehensive data set of all courses that you should check out, but too late for me. I had a brief look at using XCRI feeds like the ones from Adam Smith college too, but went with the original CSV in the end. I tried using LOD Refine to convert the CSV to RDF, but it got stuck on editing the RDF harness for some reason. Fortunately, the main OpenRefine version of the same tool worked its usual magic, and four made-up SQA URIs later, we were in business.

This query takes the email of Ryan as a unique identifier, then finds his qualification subjects and level. That’s compared to all courses from the data jam course data set, and whittled down to those courses that match Ryan’s qualifications and are above the level he already has.

The result: too many hits, including ones that are in subjects that he’s unlikely to be interested in.

So let’s throw in his interests as well. Result: two courses that are ideal for Ryan’s skills, but are a little above his level. So we find out all the sensible courses that can take him to his goal.

What can help them get there?

One other quirk about the curriculum for excellence appears to be that there are subject taxonomies, but they differ per level. Intralect implemented a very nice one that can be used to tag resources up to level 3 (we think). So Intralect’s Janek exported the vocabulary in two CSV files, which I imported in my triple store. He then built a little web service in a few hours that takes the outcome of this query, and returns a list of all relevant resources in the Intralibrary digital repository for stuff that Ryan has already learned, but may want to revisit.

Who can help or inspire them?

It’s always easier to have someone along for the journey, or to ask someone who’s been before you. That’s why I made a second e-portfolio for Paula. Paula is a year older than Ryan, is from a different, but nearby school, and has done the same qualifications. She’s picked the same qualification as a goal that we suggested to Ryan, and has entered it as a goal on her e-portfolio. Ryan can get it touch with her over email.

This query takes the course suggested to Ryan, and matches it someone else’s stated academic goal, and reports on what she’s done, what school she’s from, and her contact details.

Conclusion

For those parts of the Curriculum for Excellence for which experiences and outcomes have been defined, it’d be very easy to be very precise about progression, future options, and what resources would be particularly helpful for a particular learner at a particular part of the journey. For the crucial post 16 years, this is not really possible in the same way right now, though it’s arguable that its all the more important to have solid guidance at that stage.

Some judicious information architecture would make a lot more possible without necessarily changing the syllabus across the board. Just a model that connects subject areas across the levels, and school and college tracks would make more robust learner journey guidance possible. Statements that clarify which course is an absolute pre-requisite for another, and which are suggested as likely or preferable would make it better still.

We have the beginnings of a map for learner journeys, but we’re not there yet.

Other than that, I think agreed identifiers and data formats for curriculum parts, electronic portfolios or transcripts and course offerings can enable a whole range of powerful apps of the type that others at the data jam built, and more. Thanks to standards, we can do that without having to rely on a single source of truth or a massive system that is a single point of failure.

Find out all about the other great hacks on the learner journey data jam website.

All the data and bits of code I used are available on github

What is my work?

Is there a good term for my specialist area of work for CETIS? I’ve been trying out “technology for learner support”, but that doesn’t fully seem to fit the bill. If I try to explain, reflecting on 10 years (as of this month) involvement with CETIS, might readers be able to help me?

Back in 2002, CETIS (through the CRA) had a small team working with “LIPSIG”, the CETIS special interest group involved with Learner Information (the “LI” of “LIPSIG”). Except that “learner information” wasn’t a particularly good title. It was also about the technology (soon to be labelled “e-portfolio”) that gathered and managed certain kinds of information related to learners, including their learning, their skills – abilities – competence, their development, and their plans. It was therefore also about PDP — Personal Development Planning — and PDP was known even then by its published definition “a structured and supported process undertaken by an individual to reflect upon their own learning, performance and/or achievement and to plan for their personal, educational and career development”.

There’s that root word, support (appearing as “supported”), and PDP is clearly about an “individual” in the learner role. Portfolio tools were, and still are, thought of as supporting people: in their learning; with the knowledge and skills they may attain, and evidence of these through their performance; their development as people, including their learning and work roles.

If you search the web now for “learner support”, you may get many results about funding — OK, that is financial support. Narrowing the search down to “technology for learner support”, the JISC RSC site mentions enabling “learners to be supported with their own particular learning issues”, and this doesn’t obviously imply support for everyone, but rather for those people with “issues”.

As web search is not much help, let’s take a step back, and try to see this area in a wider perspective. Over my 10 years involvement with CETIS, I have gradually come to see CETIS work as being in three overlapping areas. I see educational (or learning) technology, and related interoperability standards, as being aimed at:

  • institutions, to help them manage teaching, learning, and other processes;
  • providers of learning resources, to help those resources be stored, indexed, and found when appropriate;
  • individual learners;
  • perhaps there should be a branch aimed at employers, but that doesn’t seem to have been salient in CETIS work up to now.

Relatively speaking, there have always seemed to be plenty of resources to back up CETIS work in the first two areas, perhaps because we are dealing with powerful organisations and large amounts of money. But, rather than get involved in those two areas, I have always been drawn to the third — to the learner — and I don’t think it’s difficult to understand why. When I was a teacher for a short while, I was interested not in educational adminstration or writing textbooks, but in helping individuals learn, grow and develop. Similar themes pervade my long term interests in psychology, psychotherapy, counselling; my PhD was about cognitive science; my university teaching was about human-computer interaction — all to do with understanding and supporting individuals, and much of it involving the use of technology.

The question is, what does CETIS do — what can anyone do — for individual learners, either with the technology, or with the interoperability standards that allow ICT systems to work together?

The CETIS starting point may have been about “learner information”, but who benefits from this information? Instead of focusing on learners’ needs, it is all too easy for institutions to understand “learner information” as information than enables institutions to manage and control the learners. Happily though, the group of e-portfolio systems developers frequenting what became the “Portfolio” SIG (including Pebble, CIEPD and others) were keen to emphasise control by learners, and when they came together over the initiative that became Leap2A, nearly six years ago, the focus on supporting learners and learning was clear.

So at least then CETIS had a clear line of work in the area of e-portfolio tools and related interoperability standards. That technology is aimed at supporting personal, and increasingly professional, development. Partly, this can be by supporting learners taking responsibility for tracking the outcomes of their own learning. Several generic skills or competences support their development as people, as well as their roles as professionals or learners. But also, the fact that learners enter information about their own learning and development on the portfolio (or whatever) system means that the information can easily be made available to mentors, peers, or whoever else may want to support them. This means that support from people is easier to arrange, and better informed, thus likely to be more effective. Thus, the technology supports learners and learning indirectly, as well as directly.

That’s one thing that the phrase “technology for learner support” may miss — support for the processes of other people supporting the learner.

Picking up my personal path … building on my involvement in PDP and portfolio technology, it became clear that current representations of information about skills and competence were not as effective as they could be in supporting, for instance, the transition from education to work. So it was, that I found myself involved in the area that is currently the main focus of my work, both for CETIS, and also on my own account, through the InLOC project. This relates to learners rather indirectly: InLOC is enabling the communication and reuse of definitions and descriptions of learning outcomes and competence information, and particularly structures of sets of such definitions — which have up to now escaped an effective and well-adopted standard representation. Providing this will mean that it will be much easier for educators and employers to refer to the same definitions; and that should make a big positive difference to learners being able to prepare themselves effectively for the demands of their chosen work; or perhaps enable them to choose courses that will lead to the kind of work they want. Easier, clearer and more accurate descriptions of abilities surely must support all processes relating to people acquiring and evidencing abilities, and making use of related evidence towards their jobs, their well-being, and maybe the well-being of others.

My most recent interests are evidenced in my last two blog posts — Critical friendship pointer and Follower guidance: concept and rationale — where I have been starting to grapple with yet more complex issues. People benefit from appropriate guidance, but it is unlikely there will ever be the resources to provide this guidance from “experts” to everyone — if that is even what we really wanted.

I see these issues also as part of the broad concern with helping people learn, grow and develop. To provide full support without information technology only looks possible in a society that is stable — where roles are fixed and everyone knows their place, and the place of others they relate to. In such a traditionalist society, anyone and everyone can play their part maintaining the “social order” — but, sadly, such a fixed social order does not allow people to strike out in their own new ways. In any case, that is not our modern (and “modernist”) society.

I’ve just been reading Herman Hesse’s “Journey to the East” — a short, allegorical work. (It has been reproduced online.) Interestingly, it describes symbolically the kind of processes that people might have to go through in the course of their journey to personal enlightenment. The description is in no way realistic. Any “League” such as Hesse described, dedicated to supporting people on their journey, or quest, would practically be able to support only very few at most. Hesse had no personal information technology.

Robert K. Greenleaf was inspired by Hesse’s book to develop his ideas on “Servant Leadership“. His book of that name was put together in 1977, still before the widespread use of personal information techology, and the recognition of its potential. This idea of servant leadership is also very clearly about supporting people on their journey; supporting their development, personally and professionally. What information would be relevant to this?

Providing technology to support peer-to-peer human processes seems a very promising approach to allowing everyone to find their own, unique and personal way. What I wrote about follower guidance is related to this end: to describe ways by which we can offer each other helpful mutual support to guide our personal journeys, in work as well as learning and potentially other areas of life. Is there a short name for this? How can technology support it?

My involvement with Unlike Minds reminds me that there is a more important, wider concept than personal learning, which needs supporting. We should be aspiring even more to support personal well-being. And one way of doing this is through supporting individuals with information relevant to the decisions they make that affect their personal well-being. This can easily be seen to include: what options there are; ideas on how to make decisions; what the consequences of those decision may be. It is an area which has been more than touched on under the heading “Information, Advice and Guidance”.

I mentioned the developmental models of William G Perry and Robert Kegan back in my post earlier this year on academic humility. An understanding of these aspects of personal development is an essential part of what I have come to see as needed. How can we support people’s movement through Perry’s “positions”, or Kegan’s “orders of consciousness”? Recognising where people are in this, developmental, dimension is vital to informing effective support in so many ways.

My professional interest, where I have a very particular contribution, is around the representation of the information connected with all these areas. That’s what we try to deal with for interoperability and standardisation. So what do we have here? A quick attempt at a round-up…

  • Information about people (learners).
  • Information about what they have learned (learning outcomes, knowledge, skill, competence).
  • Information that learners find useful for their learning and development.
  • Information about many subtler aspects of personal development.
  • Information relevant to people’s well-being, including
    • information about possible choices and their likely outcomes
    • information about individual decision-making styles and capabilities
    • and, as this is highly context-dependent, information about contexts as well.
  • Information about other people who could help them
    • information supporting how to find and relate to those people
    • information supporting those relationships and the support processes
    • and in particular, the kind of information that would promote a trusting and trusted relationship — to do with personal values.

I have the strong sense that this all should be related. But the field as a whole doesn’t seem have a name. I am clear that it is not just the same as the other two areas (in my mind at least) of CETIS work:

  • information of direct relevance to institutions
  • information of direct relevance to content providers.

Of course my own area of interest is also relevant to those other players. Personal well-being is vital to the “student experience”, and thus to student retention, as well as to success in learning. That is of great interest to institutions. Knowing about individuals is of great value to those wanting to sell all kinds of services to to them, but particularly services to do with learning and resources supporting learning.

But now I ask people to think: where there is an overlap between information that the learner has an interest in, and information about learners of interest to institutions and content providers, surely the information should be under the control of the individual, not of those organisations?

What is the sum of this information?

Can we name that information and reclaim it?

Again, can people help me name this field, so my area of work can be better understood and recognised?

If you can, you earn 10 years worth of thanks…

Managing Relationships across the pond

It may sound like something for Kermit the frog, but no, I am talking about ‘Relationship Management’ and how the work here in the UK has been picked up in the USA.

I recently starting working on the JISC Relationship Management programme, which is genuinely a really interesting look at how institutions deal with the people they interact with. Relationship management is becoming increasingly important in the tertiary education sector as institutions try to meet the challenges of funding cuts and increased student and community expectations. Employers and other external customers may have the potential to help the sector navigate through these difficult times, however good customer relationship management is necessary to maintain and develop such relationships.

Sharon Perry, my colleague also working on CETIS support of the JISC programme, was in touch with Elliot Felix of BrightSpot in New York about service design in HE. His focus is more on using service design to design/improve educational spaces, however he has written a briefing paper on 7 things You Should Know About Service Design and mentions Derby’s work which they did as part of the programme.

They got together through Twitter, which is how he picked up the Service Design in HE Briefing Paper that the University of Derby produced for CETIS as well as their project work. He’s just in the process of writing a paper for the Journal of Learning Spaces and also mentions Derby’s work there.

He was interested in the design of learning spaces (he’s aware of JISC projects in this area) and also the Relationship Management Programme as a whole, and Sharon gave him further info, for example the link to the SLRM case studies on the JISC website. It is really promising to hear that the work here is of relevance and interest in other countries and it will be interesting to explore such links further and see what we can learn from across the pond also.

What’s in a Word(le)? Lifelong Learning and Work Based Learner experiences…

Overview of the work completed in the JISC Lifelong Learning and Workforce Development Programme

I’ve recently come to the end of working with the team supporting the JISC Lifelong Learning and Workforce Development Programme (LLLWFD) which ran from 1 March 2009 to 31 March 2011 and funded 13 projects.

I was involved in this work as part of our programme support of JISC activities, and the main support was provided by the Support Synthesis and Benefits Realisation (SSBR) team, who have been busily collating and digesting all the outputs and findings from the programme. I had the opportunity to provide feedback on draft final reports from the various projects in the programme, which surfaced the issues uncovered in the period of activity. There will be much more coming out of the programme in the next few months (and when it does I will announce it).

Several of the projects continued their work in the guise of a Benefits Realisation (BR) project, which basically applies the findings of the initial work and sees if they apply in another, perhaps wider setting or institution.

For anyone interested in work based learning, I would encourage you to have a look at these projects and their findings. I’ve provided summaries and links below; the project summaries are derived from the Final Reports from each project, and I have included a focus on the technologies and standards used.

Main focus

Lifelong Learning summaries wordle

Lifelong Learning summaries wordle


The wordle above is made up from all the project summaries and I think nicely highlights aspects of the programme, with it’s main focus obviously being Lifelong Learning and Work Based Learning, but with some diverse concerns investigated.

Lifelong Learning Technologies wordle

Lifelong Learning Technologies wordle

The technologies wordle above shows the technologies and standards used across the Programme. The Programme was not hugely technical in that it did not develop a great deal of new software or applications, but that was never the intention. It is in the deployment and effective use of existing technologies that a richer picture has emerged. The Programme work resulted in many interesting uses of technologies and successful integration of these with work based learners, in addition to exposing common issues that can occur in such initiatives and are more widely applicable, both to other institutions and also for campus based learners.

Many projects set out with an initial hypothesis which more often than not was proven. But it is often the journey that project staff and students go along that is the real outcome, and that can be quite difficult to capture. Also pertinent to future work are the things that didn’t go well, or not quite as expected, as is often the case through nobody’s fault. Economic climate, change in personnel, sod’s law; all have an impact. It is really useful (and interesting from my point of view when reading through the reports) to have an honest account of ‘what didn’t work’ – and these are often the pitfalls that others can try to avoid if they know about them.

Work based learners are indeed a group of learners that often require a rethink from the traditional norm. But it is a growing market, and one that we need to be geared up for. Naturally, projects set out to correct a genuine need or concern, and some have implemented their developments into standard practice, which is the desired effect as nobody like to see a worthy project run as a pilot and then end.

Findings

The main issues coming out of the Programme from a technologies stance can be summarised as:

1) Identity management – including employer access to institutional systems & different levels of access
2) Course information – needs to be held in a consistent format to allow interoperability (with XCRI being the suggested way forward)
3) Learner Access to information at a time when it suits them (in line with lifelong learning principles)

The project information below also links to a PROD page. PROD is a CETIS directory and monitoring tool for JISC funded projects. It lets you search for and quickly gather information about any of the projects in the system. It is used by CETIS to update our information about current and past projects that we support, with the comments on there being largely from a technologies slant. It is a development area in permanent beta stage but it may be of interest to look at the CETIS PROD page listing all the LLLWFD projects

Project Summaries

Each summary below includes:
Project Acronym & Longname, Lead Institution, Project website, Project Summary (derived from Final Report) Standards & Technologies, PROD entry for Project (CETIS)

CCLiP
Culture Campus Liverpool Portal, University of Liverpool
http://cclip.jiscinvolve.org/
The project aimed to offer an enhanced and expanded service of information about CPD provision from HE and local cultural organisations to the creative/cultural industries – the Liverpool Culture Campus Portal, involving a large number of partners. The project started out with a challenging set of objectives, the main achievement being the development of a portal for the cultural sector to display CPD offerings which can accept automatic feeds which are XCRI-CAP compliant. Lessons have been learned throughout this process about the business process developments to achieve this, together with the necessary developments in technological systems and organising of information.
Technologies & Standards: XCRI
Prod entry: http://prod.cetis.org.uk/projects/CCliP

Co-genT
Co-generative Toolkit, University of Gloucestershire
Project website: http://resources.glos.ac.uk/tli/lets/projects/cogent/index.cfm
The project created an online resource that supports the development of co- generated higher education courses by universities and employers; using language and terminology which is familiar to employers – and the employees who would be acting as learners – whilst also satisfying the quality assurance requirements of higher education institutions.
The Toolkit produced contains four separate elements: Vocabulary Builder; Outcome Builder; Task Builder and Design Builder. These elements combined support the development of courses and allow learners to provide evidence to demonstrate that they have met the learning requirements of the course.
The Toolkit developed was far more flexible than was originally conceived and can be adapted for use with other higher education process, such as: accreditation of prior experiential learning (APEL); employer- based training accreditation (EBTA); quality assurance processes (e.g. validation); and general staff development (e.g. the creation of appropriate intended learning outcomes) The tool integrates with PebblePad.
Technologies & Standards: PebblePad, LEAP2A, ELLI, WSRP, IMS Enterprise, HR-XML
Prod entry: http://prod.cetis.org.uk/projects/cogent

CPD Eng
Personalised systems supporting IPD and CPD within a professional framework, University of Hull
Project website: http://www.hull.ac.uk/cpd-eng/
This project aimed to integrate systems that support personalised initial/qualifying professional development (IPD) and continuing professional development (CPD), applicable to professional competency frameworks and enabling work-based learners to control and share their digital artefacts.
A Moodle plugin (MyShowcase) plug-in was created and piloted in HE and also FE institutions, with interest from various other sectors. It allows users to integrate learning evidence from a range of online sources to showcase for CPD, career planning, and lifelong-learning. Users can bring together Web 2.0 feeds and a range of other digital content to create rich evidence streams of their online content.
Technologies & Standards: LEAP2A, ePortfolio, XCRI, PebblePad, Sakai, Moodle, Skype, MyShowcase
Prod entry: http://prod.cetis.org.uk/projects/CPD-Eng

ePP SME
An e-Portfolio based Pedagogy for SMEs, University of Wolverhampton
Project website:http://www.wlv.ac.uk/ePPSME
The ePPSME project provided the HE sector with reusable models and resources for an e-portfolio based pedagogy to address the needs of SME based learners. The project adopted a participative action research approach through a series of design workshops and consecutive pilot study units to develop the use of an e-portfolio tool as a virtual learning environment and personal learning space to introduce and develop the learners’ reflective practice around targeted learning content.
Initial study units in the pilot subjects were based around a web-folio structure using three types of blog-based engagement: individual activity responses, group collaborative discussions, personal critical reflections. This approach ensures ease of use by utilising typical IT skills required for activities such as web-browsing and simple word-processing to avoid deterring learners who lack confidence in their IT competencies.
Technologies & Standards: PebblePad
Prod entry: http://prod.cetis.org.uk/projects/ane-portfo

HELLO
Higher Education Lifelong Learning Opportunities, Leicester College
Project website: http://hello.lec.ac.uk/
The project aimed to tackle three important development issues:
a loss across the whole college of 65% of students’ social space, thus creating the need to provide an alternative in the form of a ‘virtual social space’. Also identified was a need to provide bespoke e-learning training opportunities for teachers and to actively engage with known pockets of inactivity with regard to e-learning across the college. Thirdly, to address a need expressed in Focus Groups to establish a ‘Higher Education (HE) identity’ among staff and students within an institution that is predominantly devoted to the delivery of Further Education (FE).
With a view to achieving these aims, two major developments were undertaken:
The use of a Moodle Virtual Learning Environment (VLE) to build a Higher Education Student Community Site. This innovation was of particular success with the part-time learners who were now able to carry out ‘keeping warm’ and formative assessment activities week to week, and to use the common room area for peer learning activities.
The adoption of Mahara, an open source e-portfolio tool to enable learners to build their own personal profiles, form groups and take ownership of their own space.
Technologies & Standards: Moodle, Mahara
Prod entry: http://prod.cetis.org.uk/projects/hello

i-WoBLE
Interactive Work-based Learning Environments, University of Westminster
Project website: https://sites.google.com/a/staff.westminster.ac.uk/iwoble/
The project exploited the institutional virtual learning environment (VLE, Blackboard) to establish simple models for the development of communities of support and guidance and to manage and administer the programmes; with a significant amount of administration being moved from paper based to online processes. In order to include employers within the institutional intranet and VLE the university’s identity management process was re-engineered to allow selective access to online systems.
Technologies & Standards: Blackboard, Netware, Elgg, Student blogs, Video
Prod entry: http://prod.cetis.org.uk/projects/interactiv

MUSKET
Middlesex University Skills and Education Planning Tool, Middlesex University
Project website: http://www.musket.mdx.ac.uk/
The project aimed to support employer engagement and workforce planning requirements by providing a tool intended to provide an integrated view of curriculum provision, both in employer based and higher education sectors of UK. This tool allows end users to import documents containing course descriptions from professional providers, employer specific training and HE, and provide a semantic similarity between the documents.
The work also investigated defining types of course information required to support employer-led learner route planning and the potential for exchange of this information (using a specification for the eXchange of Course-Related Information or ‘XCRI’) between various providers.
Technologies & Standards: XCRI-CAP, UML, Semantic Web, Jena2, OWL, Java API
Prod entry: http://prod.cetis.org.uk/projects/middlesexu

PineAPPLe
Partnership INvEstigations into Accredited Prior/Previous Learning, University of Plymouth
Project website: http://www.pineappleproject.org.uk/
This project developed a web-based tool to support staff through the management of an APEL claim. A desk study, staff survey, piloting and numerous formal and informal meetings led to the creation of the PINEAPPLE core builder which can be used to design and deliver an online APEL process for any institution. The project also produced a range of support materials that can be adapted for use in other contexts.
Technologies & Standards: AJAX, Javascript
Prod entry: http://prod.cetis.org.uk/projects/partnershi

SAMSON
Shared Architecture for eMployer, Student and Organisational Networking, University of Nottingham
Project website: http://www.nottingham.ac.uk/eportfolio/samson/
Improved the effectiveness of postgraduate student placements as a means of HE engaging with new employers supported by technology, including web services.
Validated the technology developed with not one but two different eportfolio systems and demonstrated the savings that can be achieved through shared services, developing lightweight applications and integrations of existing applications or services.
Technologies & standards: XCRI, LEAP2A, OPUS, uPortal, Desire2Learn, iWebfolio, SAML, Shibboleth, OWL, RDF, BPEL, HR- XML, ZXID
Prod entry: http://prod.cetis.org.uk/projects/sharedarch

SMART
Supporting Mentors and Resource Transformation, Buckinghamshire New University
Project website: http://bucks.ac.uk/employees/employee_services/fdlc/smart_project.aspx
The SMART project was designed to support mentors to overcome some of the difficulties they face in assisting work-based students who are severely ‘time-pressured’, by providing a specifically designed, accessible and supporting interface for inexperienced users of technology. Further aims were to develop the mentor’s role and improve learner engagement while promoting inclusion and collaboration. The research included reference to a selection of ‘Use Case’ scenarios. These involved the interface of mentors with technological modalities for enhancing provision delivery as used within two challenging work-based education programmes currently offered. SMART incorporated various advanced technologies (Podcasts, Vodcasts, Blogs, Game environments, On-line tasks) in an innovative learning environment and assessed the impact on mentor engagement and mentor use of technology-enhanced Learning.
Technologies & standards: Blackboard, WebEx
Prod entry: http://prod.cetis.org.uk/projects/smart

TELFWD
Technology Enhanced Learning for Workforce Development, University of Wales Institute
Project website: http://www.uwic.ac.uk/ltdu/telp.htm
The project aimed to identify sustainable models for technology-supported delivery of workforce development provision, and associated strategy and policy implications via developmental activity undertaken in different contexts. Two different work-based learning processes, Learning in Work, and Learning through Work were identified, as were transferable models of technology-supported delivery. Case studied were created to capture the experience of work based learners and use of technologies. Several good practice and additional ‘how to’ guides were created covering technologies such as Adobe Connect, Adobe Presenter, Luminosity, PebblePad, Wimba Create, Wikis and Blogs. A Work-Based Learning Mentoring Handbook was also developed alongside repositories with other useful resources. The e-portfolios were developed using the Blackboard Campus Pack plug-in XPO-XL.
The solutions developed are embedded in the participating programme areas and the process of stimulating additional impact through wider adoption is in progress.
Technologies & standards: Blackboard, PebblePad, XCRI, Adobe Connect, Video conferencing, Adobe Presenter, Luminosity, Wimba Create, Wikis and Blogs
Prod entry: http://prod.cetis.org.uk/projects/telwfd

TELSTAR
Technology Enabled Learning Support for Training and Accreditation Recognition, University of Central Lancashire
Project website: http://www.uclan.ac.uk/schools/lbs/about/facilities_resources/telstar.php
The Project has developed technology enabled resources and tools to support work-based learning, working closely with employers and learning providers to develop a learning framework that allows learners to gain accreditation of both certificated and experiential prior learning (APEL and APCL). The underlying framework and support processes can act as a template for other schools and industry sectors. The project used PebblePad software with work-based learners, with PebblePad Webfolios to support the APEL process and negotiated learning at module level. A level/credit estimator tool assists with admissions and a mapping tool to match employer courses to credit/level has also been developed. A web-based portal for work-based learning provides information and guidance on work-based learning for employers, employees and academics. Customisable Open Educational Resources have been created and released through the JORUM repository and project repository. Course materials created are all SCORM compliant and packaged using Wimba Create (formerly Course Genie) with mini lectures created using Adobe Presenter.
Technologies & standards: LEAP2A, Pebblepad, Adobe Presenter, Wimba Create, SCORM, JORUM
Prod entry: http://prod.cetis.org.uk/projects/telstar

WELL
Workforce Engagement in Lifelong Learning, University of Bradford
Project website: http://www.brad.ac.uk/escalate/current-activities/jiscwell/
The WELL project designed, piloted, and evaluated a model for work-based learning (WBL) module/unit delivery and assessment which integrates technologies to support personalised learning whilst satisfying University accreditation and progression requirements. The model aims to aid sustainability of WBL courses, supporting continuous improvement by revealing key barriers and enablers in a programme’s learning and teaching process.
The team’s ‘Benefits Realisation’ project extends the WELL model by providing a model for HE providers to assess their maturity in embedding Work Based Learning programmes. Working at institutional, faculty and programme levels it includes a range of maturity criteria, level statements and indicators for assessing WBL maturity.
Technologies & standards: Elluminate, Pebblepad, Develop Me, Bradton, Blackboard
Prod entry: http://prod.cetis.org.uk/projects/well

List of projects (JISC page)

A brief overview of XCRI, about to have a new boost

A call has gone out today for institutions to bid for funding to further enhance the sectors’ knowledge and application of open processes by implementing a standard format for describing course data, which is at the heart of many learning providers organisational processes. This represents a massive wide scale investment; the initial work (Stage 1) will be identifying institutional readiness for opening up Course Data processes, and a number of projects will then be selected for funding to to go on to implementation of the proposed work (Stage 2)

The work is to be funded by the JISC, and builds on the sterling work to date by the eXchanging Course Related Information (also known as XCRI) initiative, the new UK eProspectus standard. In short it is a way of describing learning content and information and saving the rekeying of this information into numerous systems.

As the call documentation notes
“JISC have made it easier for prospective students to decide which course to study by creating an internationally recognised data standard for course information, known as XCRI-CAP which is conformant with the new European standard for Advertising Learning Opportunities. This will make transferring and advertising information about courses between institutions and organisations more efficient and effective”

Background
I can recall attending some of the CETIS Enterprise SIG meetings and members of that suggesting an offshoot meeting looking at the practicalities of sharing course information – ideally with other institutions and agencies such as UCAS, but even internally this was no mean feat. I went along to the start up meeting of this group of brave bods in 2005 and remember thinking “this sounds massive, but they think it is do-able.” Led by champions such as Mark Stubbs and Alan Paull, and backed by the efforts of CETIS, mainly through Scott Wilson, the work kicked off after receiving funding from JISC to trial the idea. They ‘mapped the terrain’ which the work should cover and produced the Lord of the Rings inspired map below
Map showing the areas that XCRI covers
All images are taken from slides held in the excellent resources on the XCRI support site

Large leaps have been taken since the early days, with many institutional roll outs and success stories. As Scott Wilson writes in his blog, “An extended period of beta testing and specification development is now drawing to an end: what comes next is adoption, use, and adaptation. Part of this is HEFCE’s investment of around £4m in course management across the sector which should see large numbers of courses being advertised in XCRI-CAP format.”

But it will only be proven truly successful when it achieves a wider roll out, which the JISC have acknowledged and agreed to back in this new call. In light of this, my CETIS colleague David Sherlock and I took a look at XCRI and offer the following introduction to the area.

What is XCRI?

At a glance

  • What is it? – XCRI is a standard format for describing course data
  • Who is it for? – Learning Providers- that is any College or University that has courses and wants to share information about them. Other organisations have also found it useful.
  • What it is not – An off-the-shelf software package. There is investment in implementation, but it returns much added value.
  • XCRI is a standard for course advertising data. The term stands for eXchanging Course Related Information. It is a specification designed for Universities and Colleges that allows the various generic aspects of a course description (i.e those that are used in the curriculum documentation and for marketing purposes) to be made publicly available so they can be transferred easily between information systems. The starting point for use has been a subset of this information, the XCRI-CAP (Course Advertising Profile) which is a simple list of fields.

    Open Process
    XCRI is an open process; with community-driven input that is supported by the Joint Information Systems Committee of the UK Higher and Further Education funding councils to ensure its future development.

    Why use XCRI?
    If a college, university or training provider has courses and wants to let people know about them then XCRI can help. Once course data is available in XCRI format then aggregation systems can easily collate the information, which can then be used to share course related information between systems in organisations with other sources. Potential students can then use this information to select courses.

    Diagram showing 'what XCRI does'

    XCRI in use
    Many people, who hear the term often perceive it to be a vastly complex, costly, time consuming effort to implement. However, those that have undertaken some XCRI work have been surprised how quick and easy it was and how it has opened up much of their information, reducing duplication and bottlenecks in workflows and processes.
    There is an XCRI community with across various sectors to tap into, case studies of implementation and a user and developer resources to access and receive advice on how to implement the specification. There is a documented history of development as the table below illustrates (click on image to enlarge):
    Table showing the history of XCRI development
    History of XCRI progress

    Benefits
    There are many benefits unlocked by making course information available in XCRI format including:

    Visibility

    The XCRI format is being adopted by an increasing number of course aggregators, pushing out information via RSS etc into aggregators (which pull information together from various sources). If course data is not in the correct format then the information may not be collected by aggregation systems and the organisation could be missing out on potential learners. Some aggregators of XCRI feeds include:
    • UCAS
    • The 14-19 Prospectus
    • National Learning Directory

    Increase Efficiency

    There are potential internal benefits and business process improvements to be made throughout an organisation by using a single standardised format for course advertising data. XCRI will help with improved quality assurance and consistent information, XCRI can interface with internal approaches for course approval and validation and there will be less data input and margin for error for both the Learning Provider and aggregating systems.

    Let learners make better comparisons

    By using this standard approach, learning providers are making sure that their course profile is consistent with other learning providers. This information can be then be included in a wider range of course information sources that aggregate it and learners will be able to use these to make informed decisions about which courses suits their needs.

    The Future

    There is current ongoing work entitled Metadata for Learning Opportunities (MLO) with an aim to unify XCRI and European equivalent approaches. The MLO will be very similar and almost retrospectively fit with the XCRI approach. This means that there should be little duplication of effort and any work implementing XCRI now and the oranisation will be at the Learning Provider will be at the forefront of current developments.

    It is important to emphasise the open nature of development, the XCRI community want to build from the basic XCRI CAP profile to include more information to allow sharing of more course related information. Contributions to this work (even from outwith the funded projects) are also welcome, as a broad range of input is beneficial. The new JISC call addresses key areas of work identified by the community and potential users; the deadline for receipt of Letters of Commitment in response to this call is 12:00 noon UK time on Wednesday 7 September 2011. There will be a briefing event for further information on Tuesday 19th July, see the JISC Page for further information.

    Definitions & Further Information
    Specification:
    An explicit set of requirements to be satisfied by a material, product, or service. http://en.wiktionary.org/wiki/specification

    A standard is an agreed, repeatable way of doing something
    http://www.bsigroup.com/en/Standards-and-Publications/About-standards/What-is-a-standard/

    Interoperability is the capability of a product or system to interact and function with others without any access or implementation restrictions http://en.wiktionary.org/wiki/interoperability

    Further Information
    XCRI:
    http://www.xcri.org/

    Knowledge Base:
    http://www.xcri.co.uk
    Briefing papers and slides from over the years:
    http://www.xcri.co.uk/briefing-papers-on-xcri.html

    Digital Literacies on the horizon

    I’ve just had a quick read of the Developing Digital Literacies briefing paper that accompanies the upcoming JISC funding call on the subject. Driven by government initiatives, in particular the “’Networked Nation’ manifesto in July 2010, with an aim of getting every working person in the UK online by 2015” the call is planned to meet the JISC vision for digital literacies which includes:
    Digitally literate graduates;
    Researchers, research students and their supervisors;
    Learning and teaching professionals;
    Digitally literate organisation.

    JISC broadly defines digital literacy as “those capabilities which fit an individual for living, learning and working in a digital society.”

    The briefing paper is very thorough and references a vast amount of work that has already been done. It is by no means a new area starting from scratch, although it has been discussed with many different terms, including IT literacy, social inclusion etc. It looks like a really interesting area of work and one that could genuinely shape the future of education provision and the impact that this has upon the wider society. If we get this right, we may even crack the ‘digital divide’, but it has to be approached carefully and with empathy and caution; some do have a genuine dislike/fear/apathy/distrust/lack of desire to be ‘upskilled’ in IT capabilities, and to wade in with a big stick will not help that. It needs to be understood and recognised. That said, I am not suggesting a ‘pandering to luddites’ approach, and those less keen need to be persuaded of the benefits of the wonderful world of technology. It should be a really interesting programme and best of luck to those that work on it, I look forward to seeing how it progresses.

    Technologies and standards used across the JISC Lifelong Learning and Workforce development (LLLWFD) programme

    I recently collated the information we have on all the projects working on the JISC Lifelong Learning and Workforce development (LLLWFD) programme in advance of their last programme meeting at the end of Jan (the programme ends March 2011.) I was looking at:
    * Technologies used across the programme
    * Standards used across the programme
    * Capturing this information in our ‘PROD’ database which we use in all our current JISC Programme Support activities

    What is PROD?
    PROD is a “directory and monitoring tool for JISC funded projects. It lets you search for and quickly gather information about any of the projects in the system” and as part of our support of various JISC programmes, CETIS staff update it based on information in their reports and conversations with projects.

    All Lifelong Learning and Workforce Development projects are featured there. Rather than reel off a list of technologies and standards which can be unsurprisingly quite dull, I looked at some of the visualisation tools which colleagues have been using. These help people have a quick overview and see any weighting of particular technologies etc.

    Wordle
    A wordle showing a quick snapshot overview of the main technologies in use across the programme:

    Wordle showing the technologies in the LLLWFD programme

    Wordle showing the technologies in the LLLWFD programme

    Mindmap
    A mindmap showing all the standards and technologies used by each project, further expansion includes all the comments detailed in PROD (please click on link to access the actual mindmap, below is just an image of the mindmap)
    lllmindmap1

    Bubblegram
    A bubblegram provides and overview of different tools, where the circles are larger then it highlights that particular technology is used b more than one project.

    Standards and Technologies used in LL Many Eyes

    What this means…
    No major surprises in the use of technologies or standards but a really interesting spread. It also echoes the technologies and standards in use across other programmes that have been reported.
    Overall, it could be said that the programme is not hugely ‘technical’ in application but instead focusses on processes, staff, and employer issues, which are often the key to success rather than the specific technology of choice. Many interesting issues have arisen and challenges which will persist well beyond the programme, such as accreditation of prior learning, competencies, identity and access management. These all have their own particular nuances when viewed from the various perspectives or employer, institution and learner. There is a great deal of synthesis and reflection coming out of the ‘Developing themes’ on the SSBR blog and it will be interesting to see the final reports to gain a deeper insight across the whole programme.

    A festival; no wellies but lots of good discussions

    Last week saw the glamorously titled ‘Festival of Assemblies’ but unlike Glastonbury and the like, we didn’t need to don wellies (shame as I would love an excuse to get these ‘wedge wellies’ which I saw on Dragon’s Den, often a useful programme to watch to pick up tips for immersing into the JISC world, in the best possible sense)

    The Festival of Assemblies brought together projects from the JISC Lifelong Learning and Workforce Development programme (LLLWFD) and was very efficiently organised by the Support Synthesis and Benefits Realisation project for the programme.

    Activities included parallel sessions of collaborative Assembly sessions led by LLLWFD – Phase 3 and Benefits Realisation or ‘BR’ projects, which basically take forward the work of the projects in the programme and see if the lessons learnt/tools developed can apply in other institutions or organiational contexts.

    I chose to attend the TELSTAR & PINEAPPLE: Development of APL systems session which included information about the projects and their findings to date followed by some very interesting discussions and anecdotal evidence from various institutions about the actual application of accreditation of prior learning (APL) and the sheer bureaucracy in some quarters which has led students to scrap the idea and just follow the ‘normal’ route. Concerns over parity were raised in particular about the detail and focus on APL processes when compared to traditional learning/ non APL route. An interesting analogy to this was made re the introduction of VLEs and online learning aspects within universities, often any course with an ‘e-learning’ aspect would have to go through a whole separate validation process, maybe with much more scrutiny that face to face teaching. That seems to have settled down, or just become the norm and people know which boxes to tick now, so perhaps the APL teething niggles may turn out to be the same? Nonetheless, with the much discussed ‘current climate’, raise in fees etc, APL will be a key focus and one we have to get right. Potential learners will become savvy (and rightly so) about choices, duration of courses, accreditation and qualification and institutions need to be ready for that and make the whole process as painless as possible for everyone. It looks promising that such projects in the programme will come up with some important lessons for the sector and tips to take forward.

    XCRI Support Project wraps up

    March sees the end of the JISC funded XCRI Support Project as it signs off leaving the development of the XCRI (eXchanging Course Related Information) specification for sharing (and advertising) course information looking very healthy indeed.

    The support project picked up where the original XCRI Reference Model project left off. Having identified the marketing and syndication of course descriptions as a significant opportunity for innovation – due to the general practice in this area being one of huge efforts around re-typing of information to accommodate various different systems, sites and services…then to have that information maintained separately in various places – the XCRI Reference Model project mapped out the spaces of course management, curriculum development and course marketing and provided the community with a common standard for exchanging course related information. This would streamline approaches to the syndication of such information and give us the benefits of cost savings when it comes to collecting and managing the data and opens up the opportunities for a more sustainable approach to lifelong learning services that rely on course information from learning providers.

    Over the course of the next three years the XCRI Support project developed the XCRI Course Advertising Profile (XCRI-CAP), an XML specification designed to enable course offerings to be shared by providers (rather like an RSS feed) and by other services such as lifelong learning sites, course search sites and other services that support learners in trying to find the right courses for them. Through the supervision and support of several institutional implementation projects the support project – a partnership between JISC CETIS at the University of Bolton (http://bit.ly/PZdKw), Mark Stubbs of Manchester Metropolitan University (http://bit.ly/PZdKw) and Alan Paull of APS Limited (http://bit.ly/cF6Fhd) – promoted the uptake and sustainability of XCRI through engagement with the European standards process and endorsement by the UK Information Standards Board. Through this work the value of XCRI-CAP was demonstrated so successfully as to ensure it was placed on the strategic agenda of national agencies.

    Hotcourses manages the National Learning Directory under contract from the Learning and Skills Council (LSC). With over 900,000 course records and 10,000 learning providers the NLD is possibly the largest source of information about learning opportunities in the UK, which learners and advisers can access through dozens of national, regional and local web portals. Working with a number of Further Education colleges Hotcourses is now developing and piloting ‘bulk upload’ facilities using XCRI to ease the burden on learning providers supplying and maintaining their information on the NLD. UCAS also continues to make progress towards XCRI adoption. Most recently, at the ISB Portfolio Learning Opportunities and Transcripts Special Interest Group on January 27, 2010, UCAS colleagues described a major data consolidation project that should pave the way for a data transfer initiative using XCRI, and cited growing demand from UK HEIs for data transfer rather than course-by-course data entry through UCAS web-link. The project is a two-phase one, with XCRI implementation in phase II, which is due to deliver sometime in 2011.

    Having ensured that the specification gained traction and uptake the project has worked extensively at developing the core information used by XCRI into a European Norm with harmonisation from other standards that addressed this space developed elsewhere across Europe. It is this process which has seen the evolution of XCRI from a standalone specification to a UK application profile of a recognised international standard. This could now be transitioned to an actual British Standard through BSI IST 43 (the committee of the British Standards Institution which looks at technical standards for learning education and training). At the same time adoption of the specifications were continued to be supported through engagement with policymakers and suppliers while the technical tools developed for adopters continued to be updated and maintained.

    XCRI Aggregator DemoA couple of key tools were developed by the support project to assist implementers of XCRI. An aggregator engine was setup and maintained by the project and is demonstrated at http://www.xcri.org/aggregator/. This shows how its possible to deploy an aggregator setup that pulls in courses from several providers, and offers a user interface with basic features such as searching, browsing, bookmarking, tags and so on. It also demonstrates some value-added aspects such as geocoding the course venues and displaying them on Google Maps. Once you’ve had a look at the demonstrator you can get hold of the code for it at http://bit.ly/9eViM2
    The project also developed an XCRI Validator to help implementers check their data structure and content. This goes beyond structural validation to also analyse content and provide advice on common issues such as missing information. Currently the development of this is very much at a beta stage but implementers can try out this early proof-of-concept at http://bit.ly/aeLArY. Accompanying this is a blog post describing how to use the validator at http://bit.ly/aHoJtH

    Up to press there have been around 15-20 “mini-projects” which were funded to pilot implementation of XCRI within institutions. These looked at developing course databases using the specification, extending existing systems and methods to map to XCRI and the general implementation of generating the information and the exporting of this via web services. Not to say that this was the only project activity around XCRI. Various other Lifelong Learning projects have had an XCRI element to them along the way and all these have contributed to forming an active community around the development and promotion of the spec.

    This community’s online activity is centred around a wiki and discussion forum on the XCRI Support Project website at http://xcri.org and while the support project is now officially at an end, the website will stay around as long as there is a community using it – currently its maintained by CETIS. Some XCRI.org content may move to JISC Advance as XCRI moves from innovation into mainstream adoption. However, as long as people are trying out new things with XCRI – whether thats vocabularies and extensions or new exchange protocols – then XCRI.org provides a place to talk about it, with the LLL & WFD project at Liverpool (CCLiP – http://www.liv.ac.uk/cll/cclip/) currently looking at how to improve the site and provide more information for non-technical audiences.

    More information on the XCRI projects can be found at the JISC website, specifically at http://bit.ly/awevwQ