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One Standard to rule them all?:
Descriptive Choices for Open Education
OCWC2010
Hanoi, May 5-7 2010

     R. John Robertson1, Lorna Campbell1, Phil Barker2, Li
                Yuan3, and Sheila MacNeill1
          1Centre    for Academic Practice and Learning
      Enhancement, University of Strathclyde, 2Institute for
        Computer Based Learning, Heriot-Watt University
     3Institute for Cybernetic Education, University of Bolton
UKOER Programme
            The Open Educational Resources Programme
             is a collaboration between the JISC and the
             Higher Education Academy in the UK.

            The Higher Education Funding Council for
             England (HEFCE) has provided an initial £5.7
             million of funding, (April 2009 to March 2010)
             which will explore how to expand the open
             availability and use of free, high quality online
             educational resources.
UKOER Programme
            The UK OER programme consists of 29 pilot
             projects divided into three categories:
               individual (i.e. personal) projects (8);

               institutional projects (7)

               multi-institutional subject-based consortium
                 projects (14).

            Support for the programme is being provided by
             a number of existing JISC services and the
             Open University (UK) Score project.
JISC CETIS
   JISC CETIS is one of three JISC
    Innovation Support Centres (ISC),
    supporting the sector through:
      participating in standards bodies,

      providing community forums for
       sharing experiences in using
       particular technologies and
       standards
      providing specific support for
       JISC funded development
       programmes such as the
       UKOER programme.
Stereotype: the ‘Learning Object’
   The „classic‟ model
   the reusable learning object (RLO).
        to strive to create context independent learning materials
   IMS Content Packaging or ADL SCORM , IEEE LOM.
   Description of pedagogy in metadata
   VLE‟s and refined search tools
   Examples: Ariadne network ,
   But
        real use of detailed educational fields, can be limited
        seen as complex, requiring support from learning
         technologists
        often closed networks ~learning object economies
Stereotype: the ‘light touch’
   Blogs, web 2.0 tools, websites
   Minimal metadata
      often author, title, license

      often applied at site level

   Frequent use of CC licenses (often integrated with tools)
   RSS
   Enthusiastic individuals
   Examples:
   But
      Can be „closed‟/ unknown groups of people

      Discoverability of specific items / unknown items can be
        tricky
The UKOER approach
Guidelines

   “any system capable of delivering content on the
    open web”
   Strongly encouraged to use platforms that can
    create RSS for collections
   Utilise existing technologies - not develop
   Some descriptive information required
Required descriptive set

   Tag: UKOER
   Title
   Author
   Date
   URL
   File format (auto)
   File size (auto)
Recommended descriptive set

   Language
   Subject classifications
   Keywords
   Tags
   Comments
   Description
Descriptive set (2)
Hoped for outcomes

   Institutional change
   Release of OERs
   Freedom of choice allows opportunity to assess:
      Selection

      Suitability

      Impact

      Sustainability
Factors: CETIS

   Seminar and presentations
   Encouragement to consider local resource
    description requirements
   Presented context of wider OER initiatives
   Did not promote any particular system, standard, or
    other approach
   Influence of CETIS‟ experience with standards
Factors: System Choice

   Single biggest factor: native standards supported/
    implemented in the system.
   Pattern somewhat visible in project bids/plans
    emerged clearly in technical conversations
   True for both LO repositories and for web2.0 tools
   Partially result of explicit prohibition of development
   Some exceptions:
      Support for multiple standards

      Creation of mappings
Factors: project team background

   Parallel to influence of system choice, teams will
    use what they know
   but lesser influence:
      No budget for new systems

      Though unlikely, staff turnover more likely than
        system turnover
Factors: role of network/ community

   Some communities have entry requirements
   But relatively few projects engaged – most had
    existing connections, or had deliberate aim to
    engage.
   Some examples:
       OpenSpires – Matterhorn, iTunesU, and more
       Berlin – OCWC RSS [predating programme but
        revised]
Factors: aggregator services

   Discovery tools
   Often-based on OAI-PMH and RSS
   But not as much of an influence as expected
   Note: aggregation does not need to dictate local
    standards; mapping is often possible, but system
    dependent
   One major exception...
Factors: iTunesU

   Participation in iTunesU is
      by agreement with Apple,

      specific and somewhat idiosyncratic metadata

      set granularity of materials

      associated cover images

   Issues around openness (license, software, reuse)
   Massive draw for faculty contributions
   Aside: institutional channels and individual channels
Factors: JorumOpen
   National repository for learning materials
   Launch of JorumOpen
   Slightly different descriptive requirements to
    programme
   Influence of deposit tools
        Version 1
        Version 2
        Bulk options
   Influence of perceptions on both platform and
    standard
   Influence on international participation
Patterns of use: one standard?

   Is there [with apologies to Tolkien]:
     ‘One [standard] to rule them all,
       One [standard] to find them,
     One [standard] to bring them all,
      and in the darkness bind them’?



                                            20
Patterns of use: preliminary notes
   Data gathered from technical review calls as part of programme
    support
   All 29 projects recorded.
   Projects may occur more than once in any given graph if they use
    more than one of the technologies listed.
   The graphs refer to the number of platforms that support a given
    standard; they do not refer to or imply active use of the standard.
   CMS refers to Content Management System and not to Course
    Management System.
   The data itself is available from the tool CETIS project monitoring
    tool, PROD. http://prod.cetis.ac.uk tag ukoer
Patterns: system type
Patterns specific choices
Patterns: descriptive standards
Patterns: dissemination standards
Patterns: packaging formats
Patterns: resource types

   PDF               JPEG
   DOC               PNG
   PPT               SVG
   SWF               WMV
   QTI               OGG
   MP3               WAV
   MP4               AVI
   FLV               WMF
                      AAC
                      ?
Impact of choices

1.   Existing technologies used
2.   Diverse technical responses to the challenge of
     managing and sharing OERs. A mixture of
     elearning platforms, repositories, and innovative
     approaches to sharing have been used.
3.   The standards being used are often embedded in
     systems and their selection of a standard is often
     derivative
4.   The pilot programme points to ways forward to
     using both web2.0 applications and digital
     repositories for sharing and managing OERs.
Impact of choices (2)
5.   Projects have chosen multiple platforms to support different
     functions such as: preservation, streaming, marketing,
     advocacy.
6.   Choices made mostly reflect an emphasis on resource
     management and sharing; few projects are using technology
     that supports course delivery. Tendancy to focus on other
     academics, rather than students, as the consumers of the
     materials produced.
7.   Although many projects can produce RSS feeds, the ability to
     use these feeds to support any form of bulk import into
     JorumOpen has been problematic as the content and format
     of these feeds varies dramatically.
Impact of choices: aggregation (in JorumOpen)
1.   Author names have been recorded differently.
2.   The JorumOpen deposit tool will provide some form of
     standardization by requiring a minimal set of descriptive fields.
3.   The infrastructure of JorumOpen will be able to generate some of
     the required information, e.g. file format, size, etc; across the set
     of resources it holds.
4.   The redevelopment of the deposit tool has resulted in some
     issues regarding the inclusion of contributing institution details.
     As a result the author field of some resources will also include
     institutional information.
5.   Project led creation of a short cataloguing guide to address
     issues they noted. (UK Centre for Bioscience, 2010).
Next steps

   Investigate details of deposit options
   Informing next programme and future work
   Xcri use/ course codes
   Work with JorumOpen
Further Information

   http://wiki.cetis.ac.uk/Educational_Content_OER
   http://jisc.cetis.ac.uk//topic/oer

   Contact details
   robert.robertson@strath.ac.uk
   s.macneill@strath.ac.uk
   lmc@strath.ac.uk
   L.Yuan@bolton.ac.uk
   philb@icbl.hw.ac.uk

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Cetis one john robertson

  • 1. One Standard to rule them all?: Descriptive Choices for Open Education OCWC2010 Hanoi, May 5-7 2010 R. John Robertson1, Lorna Campbell1, Phil Barker2, Li Yuan3, and Sheila MacNeill1 1Centre for Academic Practice and Learning Enhancement, University of Strathclyde, 2Institute for Computer Based Learning, Heriot-Watt University 3Institute for Cybernetic Education, University of Bolton
  • 2. UKOER Programme  The Open Educational Resources Programme is a collaboration between the JISC and the Higher Education Academy in the UK.  The Higher Education Funding Council for England (HEFCE) has provided an initial £5.7 million of funding, (April 2009 to March 2010) which will explore how to expand the open availability and use of free, high quality online educational resources.
  • 3. UKOER Programme  The UK OER programme consists of 29 pilot projects divided into three categories:  individual (i.e. personal) projects (8);  institutional projects (7)  multi-institutional subject-based consortium projects (14).  Support for the programme is being provided by a number of existing JISC services and the Open University (UK) Score project.
  • 4. JISC CETIS  JISC CETIS is one of three JISC Innovation Support Centres (ISC), supporting the sector through:  participating in standards bodies,  providing community forums for sharing experiences in using particular technologies and standards  providing specific support for JISC funded development programmes such as the UKOER programme.
  • 5. Stereotype: the ‘Learning Object’  The „classic‟ model  the reusable learning object (RLO).  to strive to create context independent learning materials  IMS Content Packaging or ADL SCORM , IEEE LOM.  Description of pedagogy in metadata  VLE‟s and refined search tools  Examples: Ariadne network ,  But  real use of detailed educational fields, can be limited  seen as complex, requiring support from learning technologists  often closed networks ~learning object economies
  • 6. Stereotype: the ‘light touch’  Blogs, web 2.0 tools, websites  Minimal metadata  often author, title, license  often applied at site level  Frequent use of CC licenses (often integrated with tools)  RSS  Enthusiastic individuals  Examples:  But  Can be „closed‟/ unknown groups of people  Discoverability of specific items / unknown items can be tricky
  • 8. Guidelines  “any system capable of delivering content on the open web”  Strongly encouraged to use platforms that can create RSS for collections  Utilise existing technologies - not develop  Some descriptive information required
  • 9. Required descriptive set  Tag: UKOER  Title  Author  Date  URL  File format (auto)  File size (auto)
  • 10. Recommended descriptive set  Language  Subject classifications  Keywords  Tags  Comments  Description
  • 12. Hoped for outcomes  Institutional change  Release of OERs  Freedom of choice allows opportunity to assess:  Selection  Suitability  Impact  Sustainability
  • 13. Factors: CETIS  Seminar and presentations  Encouragement to consider local resource description requirements  Presented context of wider OER initiatives  Did not promote any particular system, standard, or other approach  Influence of CETIS‟ experience with standards
  • 14. Factors: System Choice  Single biggest factor: native standards supported/ implemented in the system.  Pattern somewhat visible in project bids/plans emerged clearly in technical conversations  True for both LO repositories and for web2.0 tools  Partially result of explicit prohibition of development  Some exceptions:  Support for multiple standards  Creation of mappings
  • 15. Factors: project team background  Parallel to influence of system choice, teams will use what they know  but lesser influence:  No budget for new systems  Though unlikely, staff turnover more likely than system turnover
  • 16. Factors: role of network/ community  Some communities have entry requirements  But relatively few projects engaged – most had existing connections, or had deliberate aim to engage.  Some examples:  OpenSpires – Matterhorn, iTunesU, and more  Berlin – OCWC RSS [predating programme but revised]
  • 17. Factors: aggregator services  Discovery tools  Often-based on OAI-PMH and RSS  But not as much of an influence as expected  Note: aggregation does not need to dictate local standards; mapping is often possible, but system dependent  One major exception...
  • 18. Factors: iTunesU  Participation in iTunesU is  by agreement with Apple,  specific and somewhat idiosyncratic metadata  set granularity of materials  associated cover images  Issues around openness (license, software, reuse)  Massive draw for faculty contributions  Aside: institutional channels and individual channels
  • 19. Factors: JorumOpen  National repository for learning materials  Launch of JorumOpen  Slightly different descriptive requirements to programme  Influence of deposit tools  Version 1  Version 2  Bulk options  Influence of perceptions on both platform and standard  Influence on international participation
  • 20. Patterns of use: one standard?  Is there [with apologies to Tolkien]: ‘One [standard] to rule them all, One [standard] to find them, One [standard] to bring them all, and in the darkness bind them’? 20
  • 21. Patterns of use: preliminary notes  Data gathered from technical review calls as part of programme support  All 29 projects recorded.  Projects may occur more than once in any given graph if they use more than one of the technologies listed.  The graphs refer to the number of platforms that support a given standard; they do not refer to or imply active use of the standard.  CMS refers to Content Management System and not to Course Management System.  The data itself is available from the tool CETIS project monitoring tool, PROD. http://prod.cetis.ac.uk tag ukoer
  • 27. Patterns: resource types  PDF  JPEG  DOC  PNG  PPT  SVG  SWF  WMV  QTI  OGG  MP3  WAV  MP4  AVI  FLV  WMF  AAC  ?
  • 28. Impact of choices 1. Existing technologies used 2. Diverse technical responses to the challenge of managing and sharing OERs. A mixture of elearning platforms, repositories, and innovative approaches to sharing have been used. 3. The standards being used are often embedded in systems and their selection of a standard is often derivative 4. The pilot programme points to ways forward to using both web2.0 applications and digital repositories for sharing and managing OERs.
  • 29. Impact of choices (2) 5. Projects have chosen multiple platforms to support different functions such as: preservation, streaming, marketing, advocacy. 6. Choices made mostly reflect an emphasis on resource management and sharing; few projects are using technology that supports course delivery. Tendancy to focus on other academics, rather than students, as the consumers of the materials produced. 7. Although many projects can produce RSS feeds, the ability to use these feeds to support any form of bulk import into JorumOpen has been problematic as the content and format of these feeds varies dramatically.
  • 30. Impact of choices: aggregation (in JorumOpen) 1. Author names have been recorded differently. 2. The JorumOpen deposit tool will provide some form of standardization by requiring a minimal set of descriptive fields. 3. The infrastructure of JorumOpen will be able to generate some of the required information, e.g. file format, size, etc; across the set of resources it holds. 4. The redevelopment of the deposit tool has resulted in some issues regarding the inclusion of contributing institution details. As a result the author field of some resources will also include institutional information. 5. Project led creation of a short cataloguing guide to address issues they noted. (UK Centre for Bioscience, 2010).
  • 31. Next steps  Investigate details of deposit options  Informing next programme and future work  Xcri use/ course codes  Work with JorumOpen
  • 32. Further Information  http://wiki.cetis.ac.uk/Educational_Content_OER  http://jisc.cetis.ac.uk//topic/oer  Contact details  robert.robertson@strath.ac.uk  s.macneill@strath.ac.uk  lmc@strath.ac.uk  L.Yuan@bolton.ac.uk  philb@icbl.hw.ac.uk