Notes and observations from the PESC Data Summit

The PESC Data Summit Fall 2011 took place in San Francisco from October 12-14, 2011. It is a regular meeting of organizations that come together to discuss and further interoperability between educational systems. PESC, the Postsecondary Electronic Standards Council, “enables cost-effective connectivity between data systems to accelerate performance and service, to simplify data access and research, and to improve data quality along the higher education lifecycle” (PESC info sheet).

In order to achieve that PESC develops XML standards that are community driven and open for anyone to use. Because of the involvement of institutions of higher education as well as vendors / producers of software for that sector, it is hoped that the standards that are being developed have high relevance and are a result of actual demand and thus are more likely to be implemented by vendors in their products.

PESC has a number of workgroups and taskforces. I participated in the ePortfolio workgroup and learned a great deal about how PESC views ePortfolios and what academic institutions in the U.S.A. and Canada expect of an ePortfolio. PESC looks at an academic ePortfolio for which tracking of competencies and assessments are important components. Furthermore, the academic ePortfolio will be used in academic advising, e.g. for future career paths or further studies. Therefore, it must be machine- and human-readable. Transcripts that are moved from one institution to another and can be stored (or a link to them) in the ePortfolio are a necessity. Thus, the ePortfolio is not entirely learner-driven, but it has a number of prescribed content that it must contain in order for an in-taking institution to get a more complete picture of a student.

Besides discussing the ownership of the portfolio, we particularly looked at standards for portfolio data exchange. PESC does not have to come up with its own standard if there is already one that is in use and that is usable for PESC purposes.

There are not too many ePortfolio schema around. Leap2A and Desire2Learn’s XML export structure were put forward. The IMS ePortfolio standard was put aside as not being suitable because PESC does not only require the moving of content artifacts but also of assessment information.

As PESC tries to implement XML standards, Leap2A would not work exactly because it is based on ATOM feeds. However, it was discovered that CETIS is working on a Leap2R standard that converts Leap2A into an XML structure.

There is more analysis needed to look into how Leap2A/R could be implemented and what kind of data can be pulled from other systems. Even though it would be quite handy to get everything automatically in an easy-to-read and easy-to-process format, I think that not everything can and should be done (in the beginning). Implementing web services that assist in the transfer of information is not to be taken lightly. If every software involved in the process is expected to support these web services, uptake may be slow as high costs may be involved in developing the necessary interfaces.

I think it is important to define a priority list for connectivity, exchange of data, and export of ePortfolios. Being able to pull in transcript information into a university’s portfolio for advising purposes is all well and good. However, if the purpose of the advising is to find a graduate school for the student that will take him away from his current institution, then being able to export his portfolio and import it into the other institution may be more important to the student and he’d be happy to include his transcripts as secure PDF documents only instead of having them transferred automatically.

A pragmatic approach may be useful in order to get an initiative started and to see how it is being received instead of trying to accomplish everything.

In New Zealand, the Ministry of Education is funding the LMS-MyPortfolio Interoperability Project which aims to connect the major LMSs used in NZ schools to MyPortfolio, which is a Mahara installation. The main areas of work are:

  1. account provisioning
  2. notifications
  3. moving content

In order to achieve this, a web services stack has been implemented in Mahara which allows other LMSs (and also Student Management / Information Systems) to consume these web services and thus connect to Mahara.

The account provisioning project part is the most advanced. Sometime during the discussion of what to enable besides account provisioning, group creation came up. However, the actual implementation of total group management via the LMS was not activated for MyPortfolio because group admins should still have the possibility to add users from outside of their institution who have accounts on MyPortfolio to their group or remove users without having to check back with the LMS. The attempt to manage everything via the LMS would have been far too complicated and would have had to take a number of exception as well as special rules into account. The “low-hanging fruit” was the implementation of account and group creation via the LMS as well as initial group membership provisioning. However, the updating and deleting of groups was abandonded for MyPortfolio because it is a Mahara instance that is used by many schools (over 810 at the beginning of October). Had it been a Mahara with just one institution, the group management via the LMS would have worked better.

Besides the administrative concerns, other thoughts need to be heard. MyPortfolio (and Mahara) is a learner-centered portfolio application and thus the users should have as much freedom as possible. Therefore, governing all groups via LMSs would be in direct conflict with this ideal. Of course, the students who use MyPortfolio are connected to a school and thus have to follow certain rules, but MyPortfolio should still be different from a LMS.

That does not mean that no formal assessment documents can and should be included. However, the amount of information or group membership making it into a learner’s account is the question.

Coming back to PESC: Being aware of the work that is going on in the U.S.A. and Canada as well as thinking about possible connecting points for future development work in Mahara is beneficial in order to advance possible integration work with other systems.

MyPortfolio: New features take 2

At the end of July I gave a presentation at MoodleMoot NZ about the new features for MyPortfolio. As there were so many we knew that we could not finish them all for the August 1, 2011, release. On Wednesday, we released the last lot of them along with a number of bug fixes. A few highlights of the new features (taken from my release notes):

  • group types: They are now more flexible and you can have more settings when you create a group. If you have the staff role, you will see more options than a user with the default rights.
  • text box: Now mainly called “Notes”. They are re-usable across pages and can have comments like other artefacts. Your existing text boxes have been converted into notes and reside under Content -> Notes. You can create new notes from a page and they get added to the re-usable ones. You can edit your notes from the Notes page as well and every instance of the note will be changed (similar to how journal posts work). You can also include notes created in groups to which you have access and make a copy of them.
  • changes to the profile and how it is handled: You can share your profile now only with your institution. Basic information like display name, institution membership, send a message is still visible to everybody. But you can keep the rest to your institution and other people only. Your profile page now shows up as page under the Share Tab (due to a bug that couldn’t yet be fixed it is called “Profile view”). “Logged-in users” still appear in the access list, but you can take them off. You can now also share other pages with your entire institution.
  • multiple file upload: When you click on the “Browse” button for uploading files, you can now select more than one file to upload at once.

A new member of the Mahara community had tested the fullscreen mode in the current TinyMCE and found that it works. Thus, a long open bug could be closed and users on MyPortfolio can now also increase the editor window easily.

If you are a Mahara user, you can test these features yourself. They are all part of the future Mahara 1.5 release. The wiki tells you how to set up your developer environment and get the code for your experiments.

These features have all been made possible thanks to funding from the NZ Ministry of Education and in there the Managed Learning Environment Project Group (now part of the Sector Access and Interoperability team) around Paul Seiler.

Let’s see how the close to 40,000 users from over 810 schools in NZ like these new features. Yes, that’s over 110 new schools since the end of July. :-)

Review of the Mahara 1.4 Cookbook

Mahara 1.4 CookbookWhat makes a delicious meal? It’s not just the individual ingredients, but how they are blended together in a mouth-watering composition. Cookbooks help both amateur and professional cooks to get this blend right and to get inspired to create variations on the presented recipes. Ellen Marie Murphy authored the Mahara 1.4 Cookbook* for cooks new to Mahara but also for those experienced in its use to give them fresh ideas of how to use this web application.

Mahara is an open source ePortfolio web application that has been in existence since 2006. It is used around the world in compulsory, higher, and further education, and other institutions by people to compile their evidence of learning, to reflect on their learning, and to collaborate in projects. Version 1.4 of Mahara was released in June 2011.

Ellen Marie Murphy is well-positioned to write a cookbook on Mahara because she is an active user and community member. Before she became Director of Online Curriculum at SUNY Empire State College in September 2011, she was Director of Learning Technologies and Online Education at Plymouth State University where Mahara is in use. In October 2010, Plymouth State University organized the New Hampshire Focus on ePortfolio Day to bring educators from K-12 and higher education together to share ideas about their ePortfolio use with each other.

The Mahara 1.4 Cookbook contains 52 varied recipes in eight different categories. Whether you want to use Mahara for the visual arts, literature and writing, create your professional portfolio with it, work in groups, create an education portfolio with primary school kids, a social portfolio, a college application portfolio or use it for certification and accreditation in higher education, you find ideas in this cookbook. There are simple and short recipes that help you create a portfolio page within just a few minutes. And there are more complex recipes that guide you through the creation of a multi-page portfolio in which artifacts collected over a long period of time are arranged.

The recipes can be followed by new users of Mahara as well as “old hats”. After a brief explanation of the purpose of the recipe and a screenshot that shows an example, Ellen Marie offers step-by-step instructions that lead beginners to the goal. Experienced users of Mahara can go through the recipes more quickly as they already know the processes for uploading files, creating journal entries and pages etc., and can focus on the innovative ideas Ellen Marie provides for portfolios. These ideas allow learners to create engaging, visually pleasing, and informative portfolios which they can expand over time for their own professional purposes, to showcase it to others, or to use it in an application process, for example.

The recipes often include additional tips and tricks which give learners further insight and options to vary the recipes and to adapt them. References to other recipes in the book help especially new users to find related content and to continue exploring Mahara by following authentic activities.

In my opinion, the Mahara 1.4 Cookbook is a valuable reference book for any Mahara user who wishes to get fresh ideas for working with his / her portfolio. It is also a great resource for educators who want to use ePortfolios with their students in finding ways to encourage their students to reflect on their learning regularly and to compile their portfolios. Although the step-by-step instructions correspond to version 1.4 of Mahara, those who work on an older version of Mahara can still benefit from the presented ideas, and most recipes can be followed on an older version with only slight navigational changes.

The Mahara 1.4 Cookbook is the second book written for Mahara and it follows in the steps of Mahara 1.2 E-Portfolios: Beginner’s Guide as fantastic resource for Mahara users. It can be purchased as eBook and as paper book.

Two thumbs up!

* By using this link to the Cookbook, you are supporting development work on Mahara.

You can engage in the Mahara community discussions and trial the application yourself.

Thank you to Packt Publishing for a copy of the eBook for review.

The Mahara 1.4 Release Crew Mug

Mahara 1.4 was released a little over 1 month ago. And now our Mahara 1.4 Release Crew mugs arrived in New Zealand. Contributors in the UK have already received them earlier, but ours took a bit longer to make the long journey from the CafePress workshop.

These mugs are a limited edition and are only presented to contributors to the open source ePortfolio system Mahara who worked on version 1.4.

I love the little Mahara guys that one of our designers at Catalyst IT created for the various jobs in the production of the software. And the construction site as theme is just perfect.
The most awesome mug - 2011-07-22

Tweets for student-generated tutorials

Thank you for the great response about student-generated tutorials to my Twitter friends who took the time to send a reply.

The Shar-E-Fest 2011 took place at Wintec in Hamilton on July 11-12, 2011. That was also a chance to catch up with Heath Sawyer, one of the main MyPortfolio Taster Session facilitators in New Zealand. Just a few days ago he had posted questions in a MyPortfolio forum to prompt teachers and students to create supporting posters etc. for guides for the use of the ePortfolio system.

During a session we also came to think about student-generated resources for MyPortfolio, which is an ePortfolio that can be used by all schools in New Zealand and is based on Mahara. There is a user guide available, but as far as we knew no guides produced by students. I then asked on Twitter if MyPortfolio users knew about any such guides. Within a short time (and I apologize for blogging about this so late) I received responses not just from NZ, but the UK and Canada. My question was interpreted more widely in these responses and was taken as asking for any student-generated content and not specific for MyPortfolio.

First I thought: Darn, not quite what I wanted, but actually the responses were great because they led me to web sites of universities that have tutorials, guides and videos from students for students. I had a good time checking out Digital Tattoo and the Learning Commons from the University of British Columbia and some videos from the University of Prince Edward Island.

Digital Tattoo is a great site to which I’ll come back because e-responsibility and digital identity are discussed on MyPortfolio. The other sites give an idea of what students can achieve and how resources can be pulled together and presented.

So, thank you very much @psychemedia, @Bill_world, @sleslie, @phpnz, @brlamb, @UBCLearn for your responses!