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An Open Educational Ecology Dr. M. S. Vijay Kumar Assistant Provost and Director of Academic Computing MIT TERENA 2004 Rhodes,, Greece Wednesday June 9,2004 [email protected] "ideas should freely spread from one to another over the globe” Thomas Jefferson Liberation Technology1 1John Unsworth - Chronicle of Higher Education, Jan. 30, 2004 Dean of the Graduate School of Library and Information Science at the University of Illinois at Urbana-Champaign. Elements of the Ecology Open Content Open Tools Open Architecture Open Standards Open Systems Open Access Bolstering the Commons of the Mind Open Content MIT OpenCourseware (OCW) Open Architecture Open Knowledge Initiative (O.K.I) Educational Technology Strategy MIT OpenCourseWare A New Model for Open Sharing Open Content http://ocw.mit.edu/ “OpenCourseWare looks counter-intuitive in a market-driven world. It goes against the grain of current material values. But it really is consistent with what I believe is the best about MIT. It is innovative. It expresses our belief in the way education can be advanced – by constantly widening access to information and by inspiring others to participate.” – Charles M. Vest, President of MIT Sept. 2001 Vision to Reality How Should MIT respond to the Opportunities of the Internet? • Fall 1999 — Faculty committee appointed • Fall 2000 — “OpenCourseWare” concept recommended to MIT President Charles M. Vest • April 2001 — MIT OCW announced in The New York Times • June 2001 — Funding partnership with the William and Flora Hewlett Foundation, and the Andrew W. Mellon Foundation • September 2002 — MIT OCW Pilot site opened to the public 50 courses from 23 academic disciplines • September 2003 — MIT OCW officially launched: 500 courses from all five MIT schools and 33 academic disciplines • April 2004 — 200 additional courses, bringing total to 701 What Is MIT OCW? MIT OpenCourseWare IS NOT: • An MIT education • Intended to represent or replace the interactive classroom environment • A distance education initiative MIT OpenCourseWare IS: • A Web-based publication of virtually al MIT course content • Open and available to the world • A permanent MIT activity Dual Mission: Open Content • Provide free, searchable, coherent access to all MIT course materials for educators, students, and individual learners around the world • Create an efficient, standards-based model that other educational institutions may use to publish their own course materials Why Is MIT Doing This? • Furthers MIT’s fundamental mission • Embraces faculty values • Teaching • Sharing best practices with the greater community • Contributing to their discipline • Counters the privatization of knowledge and champions the movement toward greater openness Vision Where We Are 701 Courses Phase I Pilot Courses Phase III Steady State Phase II Expansion 2002 2003 2004 2005 2006 2007 2008 50 500 900 1250 1550 1800 1800 Publication • Design pub process • Implement technology strategy • Develop IP strategy • Implement dept. liaison program Evaluation • Develop evaluation strategy • Conduct baseline evaluation Outreach • Partner with Universia (translation affiliate) • • • • Inventory content and improve quality Enhance site features and functions Add video materials Plot new content capture tactics Each year: • Add new courses: ~100 • Revise existing: ~ 275 • Archive old: ~ 100 • Implement reporting strategy • Conduct annual evaluations and focused studies • Conduct annual evaluations and studies • • • • • Collaborate with consortium members Facilitate other opencoursewares Partner with translation/distribution affiliates Build awareness Foster learning communities Implementation: Publishing x00Courses Site Highlights 4Syllabus 4Course Calendar 4Lecture Notes 4Assignments 4Exams 4Problem/Solution Sets 4Labs and Projects 4Simulations 4Tools and Tutorials 4Video Lectures Implementation Depth and Breadth Implementation:Technology MIT Facilities Publishing Environment Origin Server Search, Feedback Content Distribution Network (Akamai) Thousands of servers around the world deliver MIT OCW course materials Impact Impact: Access Data Site Traffic Overview Since 10/1/03* December January February March 20,604,427 2,680,794 3,311,611 2,884,061 3,025,412 Average Daily Visits *11,103 9,276 11,624 11,174 10,891 Average Monthly Visits *301,719 287,546 360,360 324,058 337,620 First-Time Visits *174,407 172,536 196,710 174,961 187,348 Monthly Repeat Visits *127,312 115,010 163,650 149,097 150,272 Page Views * Figures in italics are averages What It Means Traffic Volume by Geography March 2004 Country Hits Country Hits 1 India 954,167 11 Brazil 340,281 2 Canada 859,782 12 France 334,190 3 China 822,206 13 Spain 318,292 4 U.K. 672,339 14 Indonesia 251,495 5 South Korea 448,975 15 Australia 240,689 6 Japan 421,334 16 Turkey 239,972 7 Germany 402,965 17 Colombia 196,504 8 Vietnam 401,498 18 Singapore 185,495 9 Taiwan 392,701 19 Mexico 165,221 366,484 20 Greece 164,496 10 Italy Impact: Access • Self-learners are 52% of visitors – Average of over 6000 daily visits – Most likely from North America (60% of North American visitors) • Students are 31% of visitors – 3600 daily visits • Educators are 13% of the visitors – 1550 visits per day – 55% of educators teach at 4-year colleges or the equivalent – Almost 49% have less than 5 years teaching experience • Almost 70% of users have a bachelors degree or higher Impact: Use Use Scenario % of Use Planning, developing or teaching a course 36% Enhancing personal knowledge 22% Planning curriculum 10% Other 32% Complementing a subject currently taking 43% Enhancing personal knowledge 40% Planning future course of study 10% Other 7% Enhancing personal knowledge 81% Learning subject matter—course not available for study 9% Planning future course of study 8% Other 2% 5.7% response rate on 21,500 surveys Impact: Emerging “opencoursewares” • Other OCWs are beginning to appear • Some using MIT materials, some using the format, some using the idea Impact: What Does It Mean? • Continues to be tremendous excitement • The vision is achievable • The impact of MIT OCW will be significant Open Standards Open Knowledge Initiative http://sourceforge.net/projects/okiproject "an open and extensible architecture that specifies how the components of an educational software environment communicate with each other and with other enterprise systems." Motivation: from Extensible LMS… Interoperable with campus infrastructures and other educational software Flexible to meet a variety of Educational Needs Scalable and Maintainable to… ...Architecture for Sustainable Ecology Open specifications that describe how the components of a learning technology environment communicate with each other and with other campus systems. clearly define points of interoperability to allow the components of a complex learning environment to be developed and updated independently of each other leading to… Architectural Specification Benefits Ability of learning technologies to be integrated together into an educational infrastructure. Easier sharing of applications and content among institutions that can be a catalyst for cooperative and commercial development. Lower long term cost of software ownership, as well as increased stability and reliability because single components, rather than entire systems, can be replaced or upgraded. Infrastructure Goals Linkage and Coherence across initiatives Managing the Educational Content Lifecycle from Acquisition to Archiving Efficiency in Production and Use Effectiveness for educational use Interoperable with Campus Infrastructures and other Educational Software Flexible to meet a variety of Educational Needs Sustainability Data Specifications – IMS/SCORM Data Enterprise Application A Enterprise Application B Enterprise Applications - Monolithic Enterprise Applications - Factored Ease of Application Portability and Infrastructure Transition O.K.I. is: Service based architecture specifications Open Service Interface Definitions (OSIDs) Open source implementations Open source exemplar applications Educational Development Community Funded by Andrew W. Mellon Foundation, CMI, MIT Core OKI Deliverables 16 Service Specifications/OSIDs “Common Services” Infrastructure systems critical to most enterprise applications (AuthN; AuthZ……Logging, Messaging….Workflow) “Educational Services” (Course Management; Assessment; Digital Repositories, Grading) Reference Implementations Direct value to ed apps Exemplar Applications Sustainability Strategies OSID development funded by Mellon Foundation Common Services “Educational Services” Authentication Authorization SQL Logging Filing Dictionary Hierarchy Group ID User Messaging Scheduling Workflow Course Management Digital Repository Assessment Grading … Other Domain Services? … http://sourceforge.net/projects/okiproject O.K.I. Community Institutional Partners MIT, Stanford University, Dartmouth College, North Carolina State University, University of Michigan, Indiana University, University of Pennsylvania, University of Wisconsin-Madison, University of Cambridge IMS Global Learning Consortium Members Assorted Institutional Projects Vendor Engagement IMS Global Learning Consortium WebCT Blackboard Sun Microsystems Giunti Interactive Microsoft Corp Learning Objects Network OSID Based Projects LMS Projects -- Stellar/MIT, Oncourse/Indiana, Chef/UMichigan VUE -- Tufts University Navigo/SAM -- Stanford, Indiana Lionshare - Penn State University Segue/Harmoni - Middlebury College Digital Library Systems -- Fedora, EduSource (CA), DSpace, Celebrate (EU) Open Systems Sakai Core Project July 04 Jan 04 May 05 Activity: Maintenance & Transition from a project to a community Michigan • CHEF Framework • CourseTools • WorkTools Indiana • Navigo Assessment • Eden Workflow • OneStart • Oncourse MIT • Stellar Stanford • CourseWork • Assessment OKI • OSIDs Dec 05 "Best of" SAKAI 1.0 Release • Tool Portability Profile • Framework • Services-based Portal • Refined OSIDs & implementations SAKAI Tools • Complete CMS • Assessment Refactoring SAKAI 2.0 Release • Tool Portability Profile • Framework • Services-based Portal SAKAI Tools • Complete CMS • Assessment • Workflow • Research Tools • Authoring Tools Activity: Ongoing implementation work at local institution… uPortal Primary SAKAI Activity Architecting for JSR-168 Portlets, Refactoring “best of” features for tools Conforming tools to Tool Portability Profile Primary SAKAI Activity Refining SAKAI Framework, Tuning and conforming additional tools Intensive community building/training The O.K.I. Solution Focus on Service Based architecture specifications (data/metadata specifications are “doing fine”) Identify software infrastructure services critical to eLearning applications Define interfaces to them. Don’t define how to implement them! Open Service Interface Definitions (OSIDs) Effort Integration Effort as a Function of System Complexity Complexity OSIDs… Provide Architectural Model for software interoperability Allow for easy mobility of application tools among enterprise infrastructures Provide software developers with common, yet flexible, specifications for collaboration Define boundaries between “user facing” applications and critical services (“MiddleWare”) Help to “Future Proof” against changing technologies Enable “marketplace” of software components Are about Architecture, NOT Technology Interoperabilty and Integration Multiple Repositories and Protocols Service Abstractions Endgame 1 Enable the movement and manipulation of educational materials - Simply, Meaningfully? Portabilty Interoperability Reusability, Endgame “What is the problem to which headlamp washer-wipers are the solution?” Neil Postman. Educom Conference 1992 An ecology characterized by open, community or Proprietary Source commodities that provide : Value (heterogeneous) Choice (for customer) Sustainability Thank You Questions? Vijay Kumar Many Repositories… Remote IDC Institutional Local IDC iMac I BM Many Repository Related Protocols… Remote IDC SOAP SRW Institutional Local DRI IDC iMac Z39.50 I HTML File System BM Many Data Specs/Standards… Mark DC Remote IDC METS SOAP SRW Institutional IMS CP LOM Local DRI IDC iMac Z39.50 I HTML File System BM SCORM Open Systems Service Abstractions for Interoperability Application Client Applications Servers Network Service A1 App. 1 Network Service A2 App. 2 Network Service B Open Systems Service Abstractions for Interoperability Application Client Applications OSID Servers Network Service A1 App. 1 Network Service A2 App. 2 Network Service B Open Systems Service Abstractions for Interoperability Application Client Applications App. 1 OSID Implementations Servers Protocol A Imp. A – Protocol Connector (plus Local Business Logic) Imp. B – Protocol Connector Network Service A1 Network Service A2 App. 2 Protocol B Network Service B Open Systems Service Abstractions for Interoperability Application Client Applications OSID Implementations Servers Protocol A Imp. A – Protocol Connector (plus Local Business Logic) App. 1 Imp. B – Protocol Connector Network Service A1 Network Service A2 App. 2 Imp. C - Local Connector Local Service C Protocol B Network Service B Open Systems Service Abstractions for Interoperability Application Client Applications OSID Implementations Servers Protocol A Imp. A – Protocol Connector (plus Local Business Logic) App. 1 Data Imp. B – Protocol Connector Network Service A1 Network Service A2 App. 2 Imp. C - Local Connector Local Service C Protocol B Network Service B Open Systems Sakai Architecture JSR 168 Portlet API OSIDs App. 1 JSR169 Enabled Portal App. 2 App. 3 App. 4 Endgame “What is the problem to which headlamp washer-wipers are the solution?” Neil Postman. Educom Conference 1992 An ecology characterized byopen, community or proprietary source commmodities that provide : Value (heterogeneous) Choice (for customer) Sustainability