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Situate OER collections not as distinct from the courseware environment for the formally enrolled students but as a low marginal cost derivative of the routinely used course preparation and management systems. A Review of the Open Educational Resources (OER) Movement: Achievements, Challenges, and New Opportunities – Atkins, Brown, Hammond
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OCWtool and dScribes – Pedagogy, Social Practices, and
Tools
What a long, strange trip it’s being
OCW and SakaiSimple Assumptions –
OCW is a good idea CMS/VLE installations (like Sakai, Moodle,
ATutor, etc) can/should become generators of OCW content on a very large scale
This must be mutually beneficial to the academy and the OCW community
How would we do that?
Situate OER collections not as distinct from the courseware environment for the formally enrolled students but as a low marginal cost derivative of the routinely used course preparation and management systems.
A Review of the Open EducationalResources (OER) Movement:Achievements, Challenges, andNew Opportunities – Atkins, Brown, Hammond
Sakai
UMOCW
Web Siteor
other InstitutionalRepository
Publication PipelineDigital Course Materials:(1) IP Management (2) Tagging OCW Categories(3) Exporting from CTools(4) QA and Review
eduCommons tools
RawCourseContent
VettedOCW
Content
Teaching
Research
Putting an OCW Pipeline in the LMS -OCW Publishing from Sakai
Initial MIT OCW process is a heavyweight process.How can we make this process more lightweight?
Sakai in ProductionOpen Educational Resource Engines
Text
4000 courses each year at U Michigan alone; more at UNISA (U South Africa)
Overview of ProcessBased on Hybrid Publishing Model
Integrated with MIT Teaching Process
Plan Build Teach/Manage Publish
Upstream foundational prep
• Recruit faculty• Plan TEACHING version of
course• Plan OCW version of course• Review existing content• Identify & resolve IP (except
permissions)• Track IP by object in system
Content development
• Collect/capture existing content
• Build content into LMS sections/templates
• Enter metadata• Create commissioned works• Process permission requests
& make IP edits
Live teaching and course administration
• Update/supplement materials
• Post announcements• Assign, track, grade
student work• Interact (faculty-student
and student-student)
Open publication
• Perform course QA• Obtain faculty approval• Export to OCW site
Support
Renewal, archiving, and preservation
• Update course content• Archive course content
Color legendBLACK Normal teaching processBLUE Required for open publishingORANGE Former OCW steps eliminated
HYB
RID
INTE
GR
ATE
D
PRO
CES
SA
RC
HIT
ECTU
RE
OVE
RVI
EW
• Spec course/map content • Reformat/clean up/ restructure/contextualize
• Enter content into CMS• Perform authoring QA
• Perform final edit• Perform production QA
• Respond to user feedback• Review/refine metadata
(MIT Library)• Edit course for errors
ELIM
INA
TED
ST
EPS
ExternalOCW
AudiencesMIT Faculty & Teaching Assistants
Individual Teaching Web Sites
MIT-Supported LMS
OCW External Web
Site
Dspace Archive
MIT-supported optionAssume 80% participation
Publish
- OR
-
Individual/local supported optionAssume 20% participation
• Robust authoring– Easy capture– Easy update
• Document managemt– Restricted teaching matls– Open teaching matls
• Import/export– Offline authoring– Self-publishing
• Multiple views• Course admin
Teach MITStudents
• Publishing tools– Embedded tracking code– Embedded license terms– IP tracking– Metadata tagging– Hi-design display templates– Preview capability– Downloadable ZIP files– Discussion group suppt– Archiving
• Workflow
Archive
Harvest for archi ving or publishing
OCW Tool
OCW Tool – Support for the Hybrid Process
Support for Tagging in Sakai –Helping faculty, students create
tags (metadata) for:
• IP status – Creative Commons+• OCW Navigation – MIT Categories• Export – Choose what to put on
OCW site
RDF tagging in the future
Tagging Course Resources
Add or remove tags within specific site
User can modify tags to fit their
needs –But start with MIT
tag set to encourage standard
approach to navigation of resulting OCW
site
Content Development and Teaching Proceed Throughout Course Period
•Take advantage of that – OCW Tool is available to add tags anytime in development or teaching
•Capture IP and OCW category metadata as class proceeds, as new material is developed
•Perhaps have a student ‘scribe’ who has permissions set to add metadata – when new document appears, they tag it – perhaps make this a class activity, develop student incentives (e.g., better future access)
•Have system flag incomplete data on objects – direct faculty or students to places of needed metadata
Build Teach/ManageThis is a dynamic,
emergent, iterative process
How Do We Get This Done?
•This currently costs MIT ~$10-20,000 per course
•We can get some faculty to do it
•But we need to get adoption supported by the administration, at first or eventually – top-down and/or bottom-up
•And we need to support the faculty
•How do we do all this?
3 Incentive Structures
Administration Faculty
Students
3 Incentive Structures for Adoption
•Administration – why Chuck Vest adopted OCW, modified for non-first-movers, with local context added… why department heads…
•Faculty – why your faculty would adopt, for exposure, then student demand…
•Students – all the reasons on the following slide
All 3 have initial, then self- and mutually-reinforcing aspects as the system becomes embedded, woven into fabric of university - similar to adoption of Sakai/CLE in the first place
Can we build any of these, or other, incentives into the software?
Digital ScribesBasic idea – get students to help the faculty in courses they are
taking – students become digital scribes – DScribes – and get access rights to OCW tool area, taking part of load off faculty
Leveraging the students’ interests, creating student incentives
Developing student incentives: (emerging list)
Do to get access to course material in the future; Do to get closer access to TA’s and teachers; Become part of the online DScribe community; Do for the greater good; Do to learn better; Get a Tshirt; etc…
1 hour course credit for UG DScribes – learn a bit about IP, media management, how to use tools
3 hour course for Grad DScribes II – leveraging interest among SI students – more complete coverage of IP, multimedia, lecture capture, synopsizing, notes project – general ‘lite editing for web’
Goal of having the DScribes provide much of the ongoing infrastructure for the actual cleaning, tagging and preparing for export – two tiered: DS II’s help DS’s – maybe GSI’s, alumni
But, we hadn’t really looked hard enough at students (especially students), faculty and the teaching-learning process in the web era
So, by way of working with students in my SI 514 ‘semantic tech and OCW’ class this past winter/spring, where we talked about these things…
…a few moments with John Seely-Brown, Chris Anderson and some thoughts on emerging pedagogies.
Students as Co-Producers
• Emphasizes Mentor/Apprentice relationships
• Participants in learning process• Not jugs to be filled up with knowledge• Provides value to faculty – students know
the tech• Think of as a ‘Participatory Pedagogy’
Long Tail of EducationWhy fill it up• Where a lot of the action is• Where our faculties’ passions are• What you want is probably there• Personalization of learning examples and objects
largely happen in the tailWhat about the head• Future Learning Environment has both – well
populated head and tail – to date we’ve mostly discussed the head
Think about OCW as helping to fill out the long tail
and,dScribe activities as helping to do that,
and at the same time,encouraging people in the academy with
models of mentoring that are fundamentally participatory,
as OS and peer production models are.
Because, really• We’re here to change learning• Use the generation of OCW to change
learning so we can generate OCW more easily; then use that OCW we generated to attract more faculty/students to open learning practices; then …
• We’re interested in revolutionizing our institutions – transforming them
Changing EducationOER are understood to be an important element of policies that want to leverage education and lifelong learning for the knowledge economy and society.
However, OLCOS emphasizes that it is crucial to also promote innovation and change in educational practices.
In particular, OLCOS warns that delivering OER to the still dominant model of teacher centred knowledge transfer will have little effect on equipping teachers, students and workers with the competences, knowledge and skills to participate successfully in the knowledge economy and society.
Open Educational Practices and Resources - OLCOS.org
Higher Education Institutions and OCW Community -
Both BenefitHE Institutions• Meeting needs of HE - for
innovation and adoption of emerging methods
• Increases importance of teaching in HE – contributes to re-balancing vs research
• Creating virtuous cycles in HE institutions, and outside – publish, feedback, improvements, re-publish…thus,
• Showing the importance of “Open” in/to HE – introduction to web 2.0 dynamics in education
• Bridging formal and informal ed – classroom and self-learners
OCW Communities• Mobilizing our established
communities of scholars• Best place, in ways only place, for
generation of enough material to fill the long tail
• Universities are one place where the mentors are…we are teachers
• Showing the importance of “Open” in/to HE – introduction of web 2.0 dynamics in education
• Bridging formal and informal ed – classroom and self-learners
Digital Scribes – making this work
Basic idea – students help the faculty in courses they are taking – students become digital scribes – dScribes – get access rights to OCW tool area, taking large part of load off faculty
Why would students do this? – (see following early research)Leveraging the students’ interests, creating student incentives:Developing student incentives: (emerging list)
Do to get access to course material in the future; Do to get closer access to TA’s and teachers; Become part of the online dScribe community; Do for the greater good; Do to learn better; Get a Tshirt; etc…
1 hour course credit for UG dScribes – learn a bit about IP, media management, how to use tools
3 hour course for Grad dScribes II – leveraging interest among SI students – more complete coverage of IP, multimedia, lecture capture, synopsizing, notes project – general ‘lite editing for web’
Goal of having the dScribes provide much of the ongoing infrastructure for the actual cleaning, tagging and preparing for export, using the tools – two tiered: dS II’s help dS’s – maybe GSI’s, alumni in future
Students as Apprentices and Co-Participants in Teaching/Learning
• What happens when we encourage, support and integrate student efforts, as we are in the dScribe/OCW project
• We are encouraging both students and faculty to engage in more participatory pedagogies
• The faculty (and admin) incentives we know a good bit about• The students’ incentives we don’t know much about, but they
have, and quickly recognize they have, multiple, significant positive incentives
• This mobilization of new incentive structures parallels results of the recent research done on open source (see S. Weber), which shows that complex artifacts can be constructed by distributed communities, with unexpected incentive structures, in an open environment
• Investigating such alternative incentive structures is driving the social part of the development of the dScribes tool
• And cracking that hard nut of sustainability – cost
dScribes• Catalyzing new relationships between faculty and students
and among students – institutionalizing collaborative apprenticeships at the earliest possible level
• Finding places the students can become “peers in the process,” can become contributors, e.g., using their ‘digital native’ tech knowledge and experience
• Introducing faculty gently, in the process of their teaching, to new (digital/social) technologies and their use, with the help of the students
• New partnership construction in the academy• Practical engagement as a part of learning at all levels,
building it into the learning process – Dewey would be pleased
Building a dScribe Community -Building into a Curriculum
• What a student might do if taking the 1-credit OCW dScribe class:
--Learn about IP issues related to making course materials available--Learn about useful metadata standards relevant to open courseware (eg, marking up citations to enable use of open URL resolvers; ).--Publish a course they are taking - work with faculty to
--get permissions; generate substitutions where necessary --mark up citations; perhaps find open versions --tag materials, using MIT's navigation categories, or faculty’s
• What students might do in a 3-credit SI 501 dScribe class:
--Go into more depth on IP, metadata issues above --Learn about effective, easy, low-touch capture, production, editing of A/V,
include screencasts, podcasts, videocasts of lectures, discussions--Learn about appropriate techniques for capturing different types of events, from interviews to lectures to conferences, includes setting up wikis or other tools for distributed capture of events and their activities
--Mentor students taking the 1-credit OCW dScribing class – to Learn, Teach --Act as dScribe for some of their own classes, and for professional event (e.g.,
a conference)
OCW – Inter-related incentive structures
• Administration – why Chuck Vest adopted OCW, modified for non-”first-movers”, with local context added. Why Provosts, Deans, Department Heads…
• Faculty – why your faculty would adopt – e.g., for exposure, then student demand, new form of publication, build into evaluations…
• Students – see following slides…
All 3 have initial, then self- and mutually-reinforcing aspects as the system becomes embedded, woven into the fabric of university – sometimes similar to adoption of Sakai/CLE in the first place
Baseline & Investigation of Benefits vs Incentives
UMichigan Survey – April 2007• All instructional faculty, including graduate
student instructors, were invited to respond (n=7,244). There was a 20% response rate to the survey (n=1,481).
• A random sample of 25% of the student body, stratified by college/department, was invited to respond (n=8,790). There was a 26% response rate to the survey (n=2,281).
What is your familiarity with OCW websites at other institutions?
76%
11%
7%
5% 1%
I have never heard of OCW
I have heard of OCW but have nevergone to an OCW siteI have looked at an OCW site
I have looked at and used material froman OCW site in my studiesNo response
Student
Value of "Would provide a resource to enhance my own personal knowledge"
26%
6%
42%
24%
2%
Not SureNot ValuableValuableVery ValuableNo Response
Student
Value of "Would help me to plan my long-term course of study"
27%
9%
40%
22%
2%
Not SureNot ValuableValuableVery ValuableNo Response
Student
Value of "Would allow me to preview prospective courses in depth before I register"
22%
2%
37%
38%
1%
Not SureNot ValuableValuableVery ValuableNo Response
Student
Value of "Would allow me to use materials from past courses for review"
21%
3%39%
2%
35%
Not SureNot ValuableValuableVery ValuableNo Response
Student
Value of "Would allow me to see examples from past courses or work done by students"
22%
5%
43%
29%
1%
Not SureNot ValuableValuableVery ValuableNo Response
Student
What is your familiarity with OCW websites at other institutions?
58%23%
14%
4% 1%
I have never heard of OCW
I have heard of OCW but have nevergone to an OCW siteI have looked at an OCW site
I have looked at and used material froman OCW site in my teachingNo response
Faculty
Faculty
Value of "Would increase the visibility of my courses"
45%
18%
29%
5% 3%
Not SureNot ValuableValuableVery ValuableNo Response
Faculty
Value of "Would allow me to see how other faculty are approaching material in my area"
27%
4%
45%
21%
3%
Not SureNot ValuableValuableVery ValuableNo Response
Faculty
Value of "Would help me to prepare materials for an upcoming class"
34%
8%40%
15%
3%
Not SureNot ValuableValuableVery ValuableNo Response
Faculty
Value of "Would help me to connect with faculty at UM or other instiutions in my area of teaching or research"
36%
9%
40%
12%
3%
Not SureNot ValuableValuableVery ValuableNo Response
Faculty
Value of "Would help me to develop or plan curriculum for my department"
42%
9%
35%
11%
3%
Not SureNot ValuableValuableVery ValuableNo Response
Focus Groups – Incentives vs Benefits
• Often talk about value/benefits to faculty and administration
• Usually list benefits of OCW use for students – not incentives to create OCW
• Results of focus groups at UM• Students see incentives to help generate OCW,
and the highest incentives do not necessarily line up with usually cited benefits – they have more to do with interaction with faculty, and deepening pedagogical relationships – that mentor-apprentice relationship
Mean Mode Mean Mode Mean ModeAllows me to preview prospective courses before I register 4.5 5.0 4.0 5.0 4.3 5.0Provides a resource to enhance my own personal knowledge 3.8 3.0 4.5 5.0 4.1 5.0Provides an additional resource for alumni to enhance personal knowledge 3.8 4.0 3.8 3.0 3.8 4.0Helps me to plan my long-term course of study 3.8 4.0 3.5 4.0 3.6 4.0Helps reaffirm the University’s reputation for innovation 3.5 3.0 3.8 3.0 3.6 3.0Helps reinforce the University’s commitment to learning 2.8 2.0 4.0 4.0 3.4 4.0Allows me to complement current course content with materials from other courses 4.3 5.0 2.3 2.0 3.3 2.0Increases my interaction with faculty members or other instructors (when participating) 3.0 3.0 3.3 4.0 3.1 3.0Allows me to make my own contributions and thoughts visible to others 3.0 3.0 2.3 3.0 2.6 3.0
QuantifierUndergraduate Graduate Total
Bene
fits
Segment
Mean Mode Mean Mode Mean ModeBeing able to master the course topic and course materials by helping to create OpenCourseWare
4.5 4.0 3.8 4.0 4.1 4.0Interacting directly with faculty when creating OpenCourseWare material 4.0 5.0 4.0 4.0 4.0 5.0Regular (free) lunches and dinners for students involved in the creation of OCW 4.5 5.0 2.8 3.0 3.6 4.0Learning about intellectual property and related issues when creating OCW 4.0 4.0 3.0 N/A 3.5 4.0Being able to conduct research as an undergraduate/graduate (Research Program) 3.5 N/A 3.5 4.0 3.5 3.0Getting course credit for helping to create OpenCourseWare 3.3 4.0 3.0 3.0 3.1 3.0Connect with other students who are involved in the creation of OpenCourseWare 3.5 4.0 2.8 3.0 3.1 3.0Being recognized for contribution to creating OCW (i.e., contributor on the Web site) 1.8 1.0 2.5 N/A 2.1 1.0
QuantifierIn
cent
ives
Undergraduate Graduate TotalSegment
“Lindsey quex”
Tools for dScribes• Workflow customized for dScribes and faculty,
not ‘professional OCW’ staff• Build around ‘participatory pedagogical’ model• Faculty engagement gated, can be large or small
(faculty can be their own dScribes)• Tools integrated with learning environment, so
faculty can use knowledge from CLE tools• Create portable materials for faculty and students,
and Library
Some V~0.3 Screenshots
All a faculty ‘has’ to see.
Some V~0.3 Screenshots
Some V~0.3 Screenshots
Connection to CMS
Some V~0.3 Screenshots
Supportingannotation,workflow
Some V~0.3 Screenshots
Some V~0.3 Screenshots
Some V~0.3 Screenshots
Some V~0.3 Screenshots
Embedded objects support
Some V~0.3 Screenshots
MoreWorkflowsupport
Some V~0.3 Screenshots
Participatory Pedagogies, dScribes and OCW tool
• Building participation into the pedagogy • Blending Open Source successes with Open Content
Initiatives• Mobilizing transformative processes of Web 2.0 dynamics
in service of transforming the academy,• While at the same time using resulting contributions from
the academy to feed Learning Web 2.0 dynamics• Developing positive feedback loop that rewards
participatory pedagogies and drives both transformation in the academy and the growth of Learning Web 2.0
• OER/OCW generation at the center of both
Must Reads
and, for pedagogical foundations
(and fun reading)
Thanks - Quex