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Big Data and the University
        What lies ahead?




                              AIIM Executive
                           Leadership Council
                                 London, UK
                           September 6, 2012




                           Vince Kellen, Ph.D.
                            CIO, University of Kentucky
Higher
education is
undergoing a
little soul
searching right
now…


                  2
n Our tuition costs are rising too fast
  • Starve the beast and it will reform!

n We don’t teach the things industry needs
  • But our graduates may have to switch jobs/careers!

n High-priced administrators are ruining higher ed
   • Faculty should have more power!

n The tenure system is ruining higher ed
   • And we want tenured faculty to run the place?

n Education will be free and the university will perish
   • And who will educate my nephew?


                                                          3
Rather than accept the need
for deep change, in academia
we have perfected the highest
form of denial

We use big words, arcane
terms. We muddy the waters
to make them look deep. We
let our use of language exceed
our use of logic

We do this better than
ANYBODY


                            4
But we also over-react



           OMG!
        Batten down
        the hatches!
        Adjust course
            now!


                     5
In June, 2012, UVa president Teresa
Sullivan was fired after just 22 months for
     not taking bold and quick action




                                              6
7
A couple weeks later and after support
from faculty, staff, students and governor
 ‘prodding,’ the UVa board unanimously
       reinstated Teresa Sullivan




                                             8
9
WE HAVE ONE MAGIC ANSWER
  FOR OUR TRAVAILS, ONE
    FINAL HOPE FOR OUR
         DREAMS…



                           10
11
Big data topics
n Insights into students
   • Improve learning through personalized instruction
   • Keep students motivated, engaged, on track (retention)
   • Who they are, what they do, how they think

n Insights into logistics
   • What blocks student progress? Degrees? Courses? Aid?
   • How efficiently are our facilities, faculty used?
   • Revenue and cost data per region of space per business
     line (research, education, resort/entertainment, healthcare)

n Transform the enterprise
   • It’s a both/and world. Combine efficiency with quality gains
                                                               12
Typical sources of data
n Student information systems
   • Demographics, financial information, incoming test scores,
     transcripts, schools attended, course history, history of adds/drops,
     learning management system click stream, student groups
     enrollment, attendance at events, student alerts data, use of tutors,
     course capture viewing, degree progress runs, emails
     sent/responded to, dining information, social network, IT support
     calls, security swipes, survey responses, etc.

n ERP systems
   • Financial, facilities, procurement, HR, etc.

n External data
   • National clearinghouse data, state longitudinal data, research data,
     lists of prospects



                                                                             13
Where are we going? What are we doing?
Architectural model
                            Lift & shift Conformance    Basic    Industry
       Source data                                                                Derivative models
                            operations      model       model     model



   PS                                        E
                   SAP                       R
 Banner
                                             P

                                                                             Institutional model
Canvas
         Open
                                             L
                     Bb
         Class                               M                   Industry
 D2L                                         S                  reference
       Moodle                                                     model
                                                       Basic                 Institutional model
                                                       Model
                                             C
      EMAS        Hobsons
 Sales
                                             R
 Force
       Right                                 M
       Now
                                                                        Institutional model

                                             C
                  Custom
                   Apps
                                             U
                                             S
       Clickers
                                             T                                                        15
Architectural model

               Delivery tools                               Audience




                                                                 Student

                      V              M
                      I              O
                      S              B
     W
                      U              I
     O
                      A              L
     R
                      L              E
     K                                                                         Friends
                      I
     F
                      Z              A
     L
                      A              C
     O                                         Faculty
                      T              C
     W
                      I              E
                      O              S
                      N              S                                     Family

                                                         Staff
SAP workflow    Bus Objects      SAP, Bb,
                Access, Excel   open source,
                Tableau, etc.       etc.




                                                                                    16
Embed analytics in many activities: target use cases

n Actionable information. Replicate data, build models and deliver via BI tools
    1.   Scoring of predicted student graduation likelihood
    2.   Analysis of retention by segments with drill-down to detailed student data
    3.   Ad-hoc analysis of ongoing retention questions
    4.   Social media ingestion to find students who need help, areas of concern

n Information in action. Trigger intelligent workflows to spur student interactions with
   the institution, each other
     1. Highly automated, overlapping micro-segment management
     2. Automated prediction and escalation of student alerts, recommendations when the
         system detects concerns
     3. Real-time analytics to personalize on-the-fly adaptive learning objects
     4. Student self-service recommendation tools (recommend a study-buddy, evaluate my
         social network & give me tips, review my predicted graduation score, recommend
         advising sessions to me). Give students real-time performance feedback, and a target
     5. Target and personalize the earning of points for students at specific recommended
         engagement areas (timeliness on assignments, grades, advising sessions, student
         clubs)
     6. Have students opt parents and friends into the notification system


                                                                                            17
DATA IN ACTION EXAMPLE

Student perspective: self service




                                    18
A K-Score is a prediction of success.

It’s used to give students an
understanding of how well they are
doing over time.

We use factors such as their
academic work, how engaged they
are in Blackboard and engagement
in campus activities to generate a K-
Score.

Over time, we’ll add more factors to
improve the accuracy of this score.

We also rely on traditional, non-
evasive survey techniques to help
round out the student performance
statistic.
                                        19
To
understand
what is used
to generate
my
K-Score

               20
How to improve
the Blackboard
portion of your
K-Score




                  21
How to improve
the GPA portion
of my K-Score




                  22
Even the survey
responses lead
to overall
improvement
advice.




                  23
Future versions of the student
self service apps will include:

• Reminder Services

• Planning &
  Recommendation Services

• Advisor Communication and
  Appointments

• Continual, quarterly
  improvements

• And more! Stay tuned!
                                  24
IT’S A WHITE-HOT SPACE
RIGHT NOW…




                         25
Everyone wants to distort the competitive field




                                                  26
Will the Stanford AI course change
  everything?

Will VC Edutech take off? Will
  Harvard/MIT EdX rule?

Will online replace face to face?

Will badges replace degrees?

Will top faculty become itinerant
  millionaire e-faculty?

What will employers really value?

Will any of this big data stuff work?


                                    27
“Excuse me. I just
wanted to ask a
question. What
does God need
with a starship?”



- Captain Kirk




                     28
In times of chaos, return to strategy fundamentals

n Will the new thing help solve a critical problem? And for
  whom? How many? Exactly how?

n How valuable is the thing in question? What is it worth?
   • Badges, free course, data about the learner, learner
     eyeballs, transferred credit (Colorado State & Udacity)

n Can the provider/seller gain access to a resource of some
  kind that no-one else can get?

n What parts of the new thing easily replicable? What parts
  aren’t?

n What barriers keep new competitors out?


                                                               29
The value of big data in higher education
n Let’s set other big data research aside
   • E.g., ‘dark matter’ in DNA, 15 peta bytes, 300 years of computer time

n Deep personalization of messaging and learning content is big
   •   Billions across the globe who need more than what we offer now
   •   Ability to automate many (not all) aspects of teaching and learning
   •   We can help improve student engagement, graduation
   •   We can promote better learning
   •   We can provide lower-cost lifelong learning

n Imagine
   • If higher education had invested $$ into personalizing online education
     as much as Google, Microsoft, Yahoo, Facebook and others have
   • Where would we be today? What would we be today?



                                                                             30
What is deep personalization?
n Social
   • We naturally adjust what we communicate in social settings. Face-to-face
     communication lets us interpret cues consciously and non-consciously
   • Digital social interactions are nice, but…
   • When digital interactions let us suspend disbelief, they will have parity with
     molecular interactions
   • Something as difficult and complex as transformational education usually
     requires HIGH socialization (Abraham Lincoln aside)

n Individual
   • Visual and verbal concepts, terms, text, tone and style can be altered based
     on individual differences in
      – Cognition (working memory, visual/verbal, reasoning, reflection…)
      – Affect/personality (need for sensation/cognition, optimism, confidence,
         effort, self efficacy, identity, persistence…)
   • We do this automatically in F2F interactions. How can the computer do this?



                                                                                      31
Big data and competition
n What is scarce, difficult or doesn’t scale well?
    • Data integration, large network effects, brand equity, some content
    • Exceptional faculty, top executive-managerial talent

n What is idiosyncratic to the institution?
    • How the student actually ‘flows’ through a specific university. E.g., campus
      culture, student life, facilities, student peer interactions
    • Tenured faculty
    • Decision processes, geography

n What new or dynamic capabilities does this create?
    • Rapid insight to data may mean quicker/better allocation of resources, better
      market share growth, more accurate and speedier decision processes overall,
      smarter students, new services created faster/better/cheaper (FBC)

n What is easily replicated?
    • The core technology, a sizeable body of content, business processes


                                                                                     32
How a caterpillar turns into a butterfly
n A caterpillar carries genetic material called “imaginal buds” on its
  underside. It eats a lot and gets fat

n Hormonal changes cause the caterpillar to build a cocoon and go
  dormant. The imaginal buds ‘awaken’

n These buds begin to join together and slowly become the butterfly
  by digesting the plump body of the caterpillar

n In essence, the caterpillar carries, unknowingly, something that will
  kill it, eat it and become the butterfly

n Tell that to your 6-year-old!

  Who is the caterpillar? Who are the imaginal buds? What the
                    heck is getting hatched?

                                                                         33
New core competencies and data
n Higher education is being forced to develop two new core competencies,
   previously thought incompatible:
    • Cost effectiveness
    • Superior knowledge of the customer

n At the center of both of these competencies lies data and analytics
    • We are awash in all sorts of data
    • Universal data impedance theorem: those who could use it, don’t have
      it. Those who have it, don’t use it
    • Not all of this (if any) is big, but all of it is fast

n The VC edutech market is looking like a fight over data
    • Data analytics to deliver relevant content to learners
    • Data assets to be used later to develop a viable revenue model
    • Unsurprisingly, elite institutions moved first on MOOCs. Do they have
      more to lose?

                                                                          34
We have to change our action model
                           Build,
                Collect                       Validate     Implement
                          change
                 data                          model         model
                          model
Model A:
                            6 months – 5 years per cycle
Build-Deploy slow
Seek mastery
Avoid failure

Model B:
Learn-Do fast
Seek engagement                         Do
Embrace failure


                                      Learn


                            2 weeks – 3 months per cycle


                                                                       35
We have to change people
n Staff
   • Business process and efficiency excellence
   • Acumen, knowledge, skills

n Leaders (Deans, VPs, etc.)
   • Business process and efficiency excellence
   • Collaboration, people-savvy, culture changing, mountain-moving

n Faculty
   • Teamwork, people-savvy, shift away from bi-polar thinking
   • Continue to build quality interaction with and accountability to society
     regarding teaching, understanding of modern efficiency concepts

n Boards
   • Deeper conceptual understanding of the academy
   • Better knowledge of HE industry competitive dynamics

                                                                                36
We have to expand our thinking
n Crowd sourced analytics
   • Within the company
   • Across the globe?

n Super-fast, real-easy data movement
   • In-memory analytics may change things

n Imagination
   • We have to prime the pump of ideas
   • Where you start does not matter if the iteration speed is high and the dialog
     across boundaries is good
   • Hover over counter-intuitiveness, things that bother you
   • Try to see what you aren’t seeing

n Security
   • New forms of protection, anonymity
   • Third parties to provide security services?


                                                                                     37
Let’s go surfing now, everyone’s learning how…




                                                 38
Thank you!

Questions?




             39

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Big Data And The University

  • 1. Big Data and the University What lies ahead? AIIM Executive Leadership Council London, UK September 6, 2012 Vince Kellen, Ph.D. CIO, University of Kentucky
  • 2. Higher education is undergoing a little soul searching right now… 2
  • 3. n Our tuition costs are rising too fast • Starve the beast and it will reform! n We don’t teach the things industry needs • But our graduates may have to switch jobs/careers! n High-priced administrators are ruining higher ed • Faculty should have more power! n The tenure system is ruining higher ed • And we want tenured faculty to run the place? n Education will be free and the university will perish • And who will educate my nephew? 3
  • 4. Rather than accept the need for deep change, in academia we have perfected the highest form of denial We use big words, arcane terms. We muddy the waters to make them look deep. We let our use of language exceed our use of logic We do this better than ANYBODY 4
  • 5. But we also over-react OMG! Batten down the hatches! Adjust course now! 5
  • 6. In June, 2012, UVa president Teresa Sullivan was fired after just 22 months for not taking bold and quick action 6
  • 7. 7
  • 8. A couple weeks later and after support from faculty, staff, students and governor ‘prodding,’ the UVa board unanimously reinstated Teresa Sullivan 8
  • 9. 9
  • 10. WE HAVE ONE MAGIC ANSWER FOR OUR TRAVAILS, ONE FINAL HOPE FOR OUR DREAMS… 10
  • 11. 11
  • 12. Big data topics n Insights into students • Improve learning through personalized instruction • Keep students motivated, engaged, on track (retention) • Who they are, what they do, how they think n Insights into logistics • What blocks student progress? Degrees? Courses? Aid? • How efficiently are our facilities, faculty used? • Revenue and cost data per region of space per business line (research, education, resort/entertainment, healthcare) n Transform the enterprise • It’s a both/and world. Combine efficiency with quality gains 12
  • 13. Typical sources of data n Student information systems • Demographics, financial information, incoming test scores, transcripts, schools attended, course history, history of adds/drops, learning management system click stream, student groups enrollment, attendance at events, student alerts data, use of tutors, course capture viewing, degree progress runs, emails sent/responded to, dining information, social network, IT support calls, security swipes, survey responses, etc. n ERP systems • Financial, facilities, procurement, HR, etc. n External data • National clearinghouse data, state longitudinal data, research data, lists of prospects 13
  • 14. Where are we going? What are we doing?
  • 15. Architectural model Lift & shift Conformance Basic Industry Source data Derivative models operations model model model PS E SAP R Banner P Institutional model Canvas Open L Bb Class M Industry D2L S reference Moodle model Basic Institutional model Model C EMAS Hobsons Sales R Force Right M Now Institutional model C Custom Apps U S Clickers T 15
  • 16. Architectural model Delivery tools Audience Student V M I O S B W U I O A L R L E K Friends I F Z A L A C O Faculty T C W I E O S N S Family Staff SAP workflow Bus Objects SAP, Bb, Access, Excel open source, Tableau, etc. etc. 16
  • 17. Embed analytics in many activities: target use cases n Actionable information. Replicate data, build models and deliver via BI tools 1. Scoring of predicted student graduation likelihood 2. Analysis of retention by segments with drill-down to detailed student data 3. Ad-hoc analysis of ongoing retention questions 4. Social media ingestion to find students who need help, areas of concern n Information in action. Trigger intelligent workflows to spur student interactions with the institution, each other 1. Highly automated, overlapping micro-segment management 2. Automated prediction and escalation of student alerts, recommendations when the system detects concerns 3. Real-time analytics to personalize on-the-fly adaptive learning objects 4. Student self-service recommendation tools (recommend a study-buddy, evaluate my social network & give me tips, review my predicted graduation score, recommend advising sessions to me). Give students real-time performance feedback, and a target 5. Target and personalize the earning of points for students at specific recommended engagement areas (timeliness on assignments, grades, advising sessions, student clubs) 6. Have students opt parents and friends into the notification system 17
  • 18. DATA IN ACTION EXAMPLE Student perspective: self service 18
  • 19. A K-Score is a prediction of success. It’s used to give students an understanding of how well they are doing over time. We use factors such as their academic work, how engaged they are in Blackboard and engagement in campus activities to generate a K- Score. Over time, we’ll add more factors to improve the accuracy of this score. We also rely on traditional, non- evasive survey techniques to help round out the student performance statistic. 19
  • 20. To understand what is used to generate my K-Score 20
  • 21. How to improve the Blackboard portion of your K-Score 21
  • 22. How to improve the GPA portion of my K-Score 22
  • 23. Even the survey responses lead to overall improvement advice. 23
  • 24. Future versions of the student self service apps will include: • Reminder Services • Planning & Recommendation Services • Advisor Communication and Appointments • Continual, quarterly improvements • And more! Stay tuned! 24
  • 25. IT’S A WHITE-HOT SPACE RIGHT NOW… 25
  • 26. Everyone wants to distort the competitive field 26
  • 27. Will the Stanford AI course change everything? Will VC Edutech take off? Will Harvard/MIT EdX rule? Will online replace face to face? Will badges replace degrees? Will top faculty become itinerant millionaire e-faculty? What will employers really value? Will any of this big data stuff work? 27
  • 28. “Excuse me. I just wanted to ask a question. What does God need with a starship?” - Captain Kirk 28
  • 29. In times of chaos, return to strategy fundamentals n Will the new thing help solve a critical problem? And for whom? How many? Exactly how? n How valuable is the thing in question? What is it worth? • Badges, free course, data about the learner, learner eyeballs, transferred credit (Colorado State & Udacity) n Can the provider/seller gain access to a resource of some kind that no-one else can get? n What parts of the new thing easily replicable? What parts aren’t? n What barriers keep new competitors out? 29
  • 30. The value of big data in higher education n Let’s set other big data research aside • E.g., ‘dark matter’ in DNA, 15 peta bytes, 300 years of computer time n Deep personalization of messaging and learning content is big • Billions across the globe who need more than what we offer now • Ability to automate many (not all) aspects of teaching and learning • We can help improve student engagement, graduation • We can promote better learning • We can provide lower-cost lifelong learning n Imagine • If higher education had invested $$ into personalizing online education as much as Google, Microsoft, Yahoo, Facebook and others have • Where would we be today? What would we be today? 30
  • 31. What is deep personalization? n Social • We naturally adjust what we communicate in social settings. Face-to-face communication lets us interpret cues consciously and non-consciously • Digital social interactions are nice, but… • When digital interactions let us suspend disbelief, they will have parity with molecular interactions • Something as difficult and complex as transformational education usually requires HIGH socialization (Abraham Lincoln aside) n Individual • Visual and verbal concepts, terms, text, tone and style can be altered based on individual differences in – Cognition (working memory, visual/verbal, reasoning, reflection…) – Affect/personality (need for sensation/cognition, optimism, confidence, effort, self efficacy, identity, persistence…) • We do this automatically in F2F interactions. How can the computer do this? 31
  • 32. Big data and competition n What is scarce, difficult or doesn’t scale well? • Data integration, large network effects, brand equity, some content • Exceptional faculty, top executive-managerial talent n What is idiosyncratic to the institution? • How the student actually ‘flows’ through a specific university. E.g., campus culture, student life, facilities, student peer interactions • Tenured faculty • Decision processes, geography n What new or dynamic capabilities does this create? • Rapid insight to data may mean quicker/better allocation of resources, better market share growth, more accurate and speedier decision processes overall, smarter students, new services created faster/better/cheaper (FBC) n What is easily replicated? • The core technology, a sizeable body of content, business processes 32
  • 33. How a caterpillar turns into a butterfly n A caterpillar carries genetic material called “imaginal buds” on its underside. It eats a lot and gets fat n Hormonal changes cause the caterpillar to build a cocoon and go dormant. The imaginal buds ‘awaken’ n These buds begin to join together and slowly become the butterfly by digesting the plump body of the caterpillar n In essence, the caterpillar carries, unknowingly, something that will kill it, eat it and become the butterfly n Tell that to your 6-year-old! Who is the caterpillar? Who are the imaginal buds? What the heck is getting hatched? 33
  • 34. New core competencies and data n Higher education is being forced to develop two new core competencies, previously thought incompatible: • Cost effectiveness • Superior knowledge of the customer n At the center of both of these competencies lies data and analytics • We are awash in all sorts of data • Universal data impedance theorem: those who could use it, don’t have it. Those who have it, don’t use it • Not all of this (if any) is big, but all of it is fast n The VC edutech market is looking like a fight over data • Data analytics to deliver relevant content to learners • Data assets to be used later to develop a viable revenue model • Unsurprisingly, elite institutions moved first on MOOCs. Do they have more to lose? 34
  • 35. We have to change our action model Build, Collect Validate Implement change data model model model Model A: 6 months – 5 years per cycle Build-Deploy slow Seek mastery Avoid failure Model B: Learn-Do fast Seek engagement Do Embrace failure Learn 2 weeks – 3 months per cycle 35
  • 36. We have to change people n Staff • Business process and efficiency excellence • Acumen, knowledge, skills n Leaders (Deans, VPs, etc.) • Business process and efficiency excellence • Collaboration, people-savvy, culture changing, mountain-moving n Faculty • Teamwork, people-savvy, shift away from bi-polar thinking • Continue to build quality interaction with and accountability to society regarding teaching, understanding of modern efficiency concepts n Boards • Deeper conceptual understanding of the academy • Better knowledge of HE industry competitive dynamics 36
  • 37. We have to expand our thinking n Crowd sourced analytics • Within the company • Across the globe? n Super-fast, real-easy data movement • In-memory analytics may change things n Imagination • We have to prime the pump of ideas • Where you start does not matter if the iteration speed is high and the dialog across boundaries is good • Hover over counter-intuitiveness, things that bother you • Try to see what you aren’t seeing n Security • New forms of protection, anonymity • Third parties to provide security services? 37
  • 38. Let’s go surfing now, everyone’s learning how… 38