MOOCology

The discussion on what is a MOOC or how do we classify MOOCs is gaining momentum. First we had George explaining the difference by saying that there are xMOOCs and cMOOCs. Now Lisa Lane has come with a different taxonomy (network/task/content based) with some interesting distinctions. Dominic came up his own understanding of the “features” of a MOOC. See also Gordon Lockhart’s Super-MOOC, A MOOC by Another Name and a brilliant post by Doug Holton, where he makes many insightful remarks including what could be necessary and sufficient conditions for learning to occur or to be “caused” (don’t particularly like that last word).

Taking Doug’s cue, we should perhaps be talking of massive in the sense of the quantum of connected-ness or connection-richness, or in terms of the widespread nature of the learning need or motivation, rather than looking at it from the point of view of number of learner enrolments.

That said, I would reiterate that we are comparing apples with oranges, and despite the “mania”, there is no reason why we should be forced to compare these different initiatives in the first place. MOOCs (cMOOCs) will have a plethora of possible implementation strategies and techniques. For example, I love what the folks at the Mechanical MOOC are doing (Audrey covered them here).

In my opinion, it makes more sense to focus on the platform rather than the tool, the rubric rather than the assessment and the DNA rather than the you or me.

A video, by Prof. John Holland (University of Michigan) speaking on Modelling Complex Adaptive Systems, is a must view (rather long, but worth it) for a large number of reasons. I find this CAS video (and generally the complex systems area) appealing because it makes more sense to me than engineered closed systems like we have in education today.

I am intrigued by the emphasis in the talk of building blocks, signals, interactions and boundaries within an overall approach of risk taking innovation. I think that fundamentally describes the platform I am referring to. Let us look at that process.

When a learner first starts out, certain pre-conditions exist. These pre-conditions are what makes a person a learner – whether it be out of curiosity, awareness, context, a need and/or some other kind of motivation trigger. At this point, the learner understands little of the network of knowledge, and perhaps may also have a sense or purpose or general idea of outcomes from the forthcoming experience. The platform will have to recognize this initial state.

Next comes a series of interactions in and with the network. This is where the accessibility, quality and depth of the network (in terms of coverage, accuracy, engagement, open-ness) and the contained boundaries play a big role in facilitating or obstructing discovery, experimentation and conjecture – viz. sense-making.

The network really is two things – one, an explicitly curated or visible set of people, content and tools, and two, a vast hidden implicit network intimately connected with the first but not explicitly visible at first.

Interaction in the network will be governed by signals – actions by the learner, actions by others and changes in the network itself as it evolves and adapts. The learner will interact to implicitly or explicitly “produce” or “engineer” make visible or personal, a set of connected nodes in the network (which shall be her curation arising out of her discovery, experimentation and conjecture).

The visible and invisble impact of her sense-making and of others will generate fresh signals in a non-linear manner. Over time, some of the network constellations will get broken to form new bonds (or connections) as the process will be usually far from equilibrium. Visible parts will become a part of the network thus changing the network maps of sense-making of others and in turn generating new innovations and experimentation.

Again over time, feedback from these interactions or signals will reinforce collections or patterns of these nodes of sense-making and new building blocks of comprehension and sense making will emerge. This is turn will affect boundaries of interaction and reduce impedance caused by them, so that new constellations are created.

The platform will have to recognize this elaborate dance of sense-making, the signals, interactions, boundaries and complex adaptation. It will have to provide for this complexity and it will need to allow for contextual influence to align towards certain constellations (and it will do so in many ways, giving us the agency). 

The platform will have to recognize and help resolve multiple trails that coalesce into a conception, parallelisms or multiple patterns of building blocks that converge into a model (a thought, an idea). And the system will have to recognize transition or inflection points, when existing models are questioned and new trains of thoughts emerge, just like in this post.

The platform has to provide for this emergence, chaos, self-organization and adaptation. Something that is spectacularly different from what Khan Academy or Coursera or other non-MOOCs are attempting to do. And in doing so, it will forge a new understanding of what an educational system ought to be.

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The tensions at EDGEX2012

Speakers at the EDGEX Conference debated many tensions and challenges apparent in education today.

George Siemens evocatively questioned the use of the word “disruptive” and asserted that we should call for transformation instead. Given the broad societal transitions to a networked and complex ecology, he talked about how initiatives like Coursera, Udacity and the Khan Academy provided disruptions, but did not transform education.

Forces that are working to transform education have their drivers in economic change, changing perceptions of the university systems, changes in student expectations and needs, and demographic explosion in worldwide student population. In his opinion, there are some forces that may transform education – robots, new school models, cloud computing, new assessment models, new pedagogical models like the Massive Open Online Course and distributed research & discovery networks.

Putting the focus sharply on India, and its challenges of scale, equity and quality, he said that India has perhaps the chance to break from tradition and leapfrog over many of the milestones in the evolution of the traditional educational systems worldwide. That leverage of transformative educational research, was perhaps what excited many of the international and national speakers and delegates at EDGEX.

Bringing another tension to the fore, Stephen Downes talked about Education as a Platform. Instead of focusing on content, Stephen believes that the connections should be given primacy. Knowledge is something that is grown rather than acquired or ingested. Outlining some of the current challenges with MOOCs, such as the size vs. connectedness or the bootstrapping challenge, Stephen felt that their MOOCs were insufficiently focused on connectedness.

Education as a platform would encompass thinking on the personal learning environment and giving fresh meaning to assessments and learning analytics in a networked ecology. Dave Cormier brought a similar tension while talking on embracing uncertainty, using rhizomatic learning in formal education. Dave talked about the shift from content as curriculum to community as curriculum, and how the notion of rhizomatic networks could be brought to bear on the traditional learning mechanisms.

In the conference summary session, we wrestled with another important underlying tension – that of spaces between networks. Typically we build links between nodes in a network by the virtue of which spaces between the nodes get obliterated and become invisible. By argument then, the network should really be a continuum, rather than a set of discrete nodes.

Jay Cross had expounded on how we need to democratize learning. He talked about how the education behind the gates is finally starting to converge with real life in this network era. He bemoaned the state of training in corporate America, stating “training is dead”. He was tremendously excited about the prospects of informal learning to attack the problem of scale with quality in India. In fact, the same concept came up for debate in the conference summary session again – the fact that democratization, which is education by, for and of the people, was talked of more in terms of “for the people” rather than “by” and “of”.

Jay remarked that there is no one solution (and school is probably not the one, in fact schools can be at times non-democratic). Learning is seen as a key enabler for democratization. Stephen said that commercializing learning is antithetical to democracy. Les Foltos brought up affordability in both Indian and US contexts – are we as democracies making the commitment to make education affordable at high quality. The only recourse, then as Stephen remarked, is to rethink the concept of school.

An important tension was that between order and chaos. Do we want order from chaos or chaos from order? Stephen argued that the order exists in the eye of the perceiver and that order is not inherent in chaos itself. As Les Foltos put it, the tension is between the current traditional system that is extremely ordered and discourages risk taking and systems that encourage risk taking and are inherently chaotic. Clark Quinn argued that chaos could be imbued with values and purpose in terms of design and then one must expect movements to and from chaotic states. Dave Cormier highlighted the challenge of fostering creativity in students in chaotic systems and moving away from the tyranny of assessments. Rhizomatic networks are inherently both ordered and chaotic.

The next tension was around technology availability specifically around the requirements or conditions in which the theory of Connectivism could operate. The main challenge in a developing and less developed world context is the availability of technology – technology that allows networks to really exist on the digital scale. Both George and Stephen felt that technology was a sufficient condition, but in terms of theory, not a completely necessary condition.

There were tensions exposed in our thinking of design. Is design (as we know it) dead? The fundamental tension here was that design, as we know it, is focused on creating ordered and deterministic outcomes. Can there be design around complex, adaptive systems that can allow for environments that are emergent, self-organizing and adaptive? Grainne Conole discussed the conception of design, in particular leveraging the network construct, can design today prove useful in creation of open, participatory spaces for learning.

There was another tension in terms of design in the context of scalability. Inherent in traditional systems of design is standardization and bureaucratization of design processes. Dave Cormier raised the question of how we can distribute design expertise in a way that can scale. Grainne talked about more participative and innovative methods where teachers and experts are able to use design tools and processes based on networked collaboration techniques in a manner that is very different from business process like mechanisms that institutions typically follow.

Martin Weller, who had talked about digital scholarship in an open, networked and digital world, talked about his experiences in teacher education where he talked about yet another dimension – problems with using social media and innovative design. Les Foltos talked about physical challenges that teachers face in terms of the support they need to be innovative and risk taking. They also need to apply techniques and experience success in their contexts in order for them to believe the grand visions. Stephen brought in another tension – that of over design – and believed that design should be used as a syntax to be interpreted by individuals, in a minimally prescriptive manner.

 

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EDGEX2012 – Nearly There

Less than two weeks to go for EDGEX2012!

EDGEX is conceived as a platform that would connect people with different passions for education to come together. There are plenty of disruptive things happening in education around the world and EDGEX aims to kindle some conversations within and across learning communities – whether they be organized in some way or not. Most of all, EDGEX aims at breaking the silos that exist and aims to allow discovery of shared passions and goals.

I have already talked about the speakers that are joining us, and they need no introductions! Alec Couros, Alicia Sanchez and Jon Dron could not unfortunately join us this year, but, like with Etienne Wenger, we hope there will be an EDGEX2013 where they could join the conversation.

It is the speaker list from India and their enthusiasm that gets me really excited too. There is Sahana Chattopadhyay from ThoughtWorks, who I have frequently encountered over the social web, but only got a chance to touch base with recently. I look forward to her sharing her thoughts on Communities of Practice and Community Management, as well as her experiences working and interacting with people like Jay Cross. Freeman Murray, who set up Jaaga.in, a network led approach to support and facilitate social learning paths for students, is a great discovery because he adds that layer of implementation that will manage and massage the learning network.

So many entrepreneurs will converge at EDGEX2012 including Dheeraj Prasad, from BraveNewTalent, who is building a community based platform for skill development; Rajeev Pathak from eDreams and Venudhar Bhatt from Learning Revolution, who are engaged in making learning personalized and adaptive; Girish Gopalakrishnan, from inSIRcle and Satya Prakash Ganni (who could unfortunately not come this time), from LearnSocial who are both engaged in ideas that will make a real impact on social, adaptive learning environment; Jagdish Repaswal from Mangosense, who wants to using his vision for mobile and social learning applications, to redefine learning – all people with disruptive ideas and a burning passion to make an impact.

Jatinder Singh, from Atelier, is focused on scaling simulations to enterprises, perhaps national levels and beyond through a set of ideas around frameworks and low-cost delivery mechanisms. Siddharth Banerjee, from Indusgeeks, is a great champion of virtual world based learning and play paradigms. I have had the good fortune of connecting with Rajiv Jayaraman (who unfortunately could not make it to EDGEX this year) from KnolSkape, an exciting company that is focused strongly on simulations and serious games, and to Debabrata Bagchi (of Sparsha Learning) who has come out with simulation based products for the Higher Education space, Prasad Hassan from RightCareer with his vision of building innovative game based psychometric assessments for both urban and rural students; and with Amruth BR from VitaBeans who is taking his efforts at creating behavior profiles through gaming. I would have loved to have folks like Vraj Gokhlay from TIS and Madhumita Halder from MadRat to have also been able to attend. But this gives me hope that the simulation and serious games capabilities in India are growing and there are more entrepreneurs and sponsors willing to invest time, money and effort into raising the quality of education.

Manish Upadhyay from LIQVID, who has forever engaged in being passionate about learning and technology, brings with him his experiences of building mobile, tablet based education systems for the K12 space. Anirudh Phadke’s enthusiasm in building BeyondTeaching with the slogan No teacher left behind, is at once provocative, relevant and intriguing. Surbhi Bhagat and her passion to make an impact in rural education through UnivExcellence; Rajeevnath Viswanathan from EduAlert talking about his concept of an Inclusive Learning Graph; Rajat Soni, from Eduledge with his learning platform called Eruditio; Satish Sukumar (the technology man behind EduNxt, SMU’s digital learning platform) and Shanath Kumar (who heads eLearning at SMU and is the learning guru shaping the development of EduNxt); Rajeev Menon from MeritTrac, who is forever pushing the boundaries of product development in the Assessments space are all entrepreneurs and passionate people intent on creating disruption in the way we do things in education.

Of course, Madan Padaki, my co-conspirator in creating EDGEX and the man behind the largest assessments company in India, MeritTrac, will also present his work with Head Held High, an initiative to leverage the power of education to transform lives.

A special thanks to one of our other entrepreneurs, Piyush Agrawal, who leads Aurus Networks, who with great enthusiasm offered to webcast EDGEX2012 live (details will be on the website soon). Also to Bakary Singhateh, who is coming all the way from Gambia where he researches Connectivism! The Entrepreneur Showcase on Day One of the conference will also showcase students from Manipal University, as part of MU’s Technology Business Incubation division, where Amruth and I went to learn from students what they thought would be potentially disruptive.

With over 35 speakers, the Entrepreneur Showcase, workshops on networked based learning, mobility and serious games, and plenty of opportunities to network with a diverse set of entrepreneurs, thought leaders, investors, companies and other stakeholders, EDGEX is going to be fun!

Let’s disrupt!

 

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The EDGEX2012 Primer

Over the next few weeks, as the countdown to the EDGEX Disruptive Educational Research conference to be held in New Delhi from March 12-14 begins, I hope to bring to you all news and updates about the conference and its themes.

The EDGEX 2012 Conference has been carefully and collaboratively constructed to bring cutting edge educational research to participants. There are two major themes – Learning X.O and Simulations & Serious Games. The Learning X.O theme essentially tries to synthesize the fairly amazing and disruptive research and experimentation around Connectivism, Informal Learning and Communities of Practice.

For something that I joined up in 2008 (with the Connectivism and Connective Knowledge [CCKO8] “course” led by George Siemens,Stephen Downes and Dave Cormier, featuring a unique open-ended format called the Massive Open Online Course – MOOC) to co-experiment with over 2000 people across the world, to have advanced so much and to have directly or indirectly inspired systems thinking on education (witness the Stanford AI “course” experiment and the recent announcement – MITx – by MIT) by traditional brick and mortar institutions, is no mean achievement over such a short period of time.

What makes Connectivism and all the associated themes so disruptive is just that – its potential to arm an entirely new generation of theorists, researchers and practitioners with the thought paradigm and tools to comprehend the impacts of disruptive technology, over abundant knowledge, demographic pressures and changing social relations among other important trends. Underlying it, in my own interpretation, is the tremendous principle of democratization – of education to be by, for and of the people. Though it is heavily steeped in technology, the essence of it is like “the principles behind the steam engine” as Stephen would say.

George and Stephen continue to raise the bar. Their continued work, and that of able partners and fellow researchers like Dave Cormier and Alec Couros, not only on the CCK MOOCs, but on various others, like the Critical Literacies MOOC, the EdFutures MOOC, Alec’s EC&I 831, the Change11 MOOC, the Learning Analytics and Knowledge Conference, Stephen’s technology development and many other initiatives, are inspiring thousands of educators worldwide.

Etienne Wenger, with his disruptive work on Communities of Practice, is one speaker who we shall miss terribly on this platform. We did not get his availability on the dates for the conference, and would have loved to have him, so as to, at least in my mind, complete the conversation. But I am fairly sure, his intellectual presence will be felt strongly through the themes of the conference.

Quick switch to Corporate Learning and the one name that immediately comes to mind is the person responsible for really starting it all – Jay Cross. In his work with the Internet Time Alliance, Jay, along with Clark Quinn (who we are honoured to host at the conference), Jane Hart, Harold Jarche, Charles Jennings and Paul Simbeck-Hampson, are redefining the boundaries of what learning can be. Their work on Learnscapes as learning ecosystems that promote complexity instead of eradicating it, is path breaking because it offers another way for us to think about how workplace learning can be transformed.

Even as this disruptive research and experimentation impacts our conception of how learning will be and how learning systems will be, the work of three of the expert researchers at EDGEX2012 – Grainne Conole, Jon Dron and Martin Weller – is of crucial significance. Grainne is researching ways in which new pedagogies and approaches to design can harness the potential of social and participatory media. Martin is investigating the implications of scholarship in a digital world. Jon is looking at learning environment design and investigating the “shapes of online socially enhanced dwellings that are most likely to lead to enhanced knowledge and, in the process, uncover some of the nature of technologies and our intimately connected cyborg relationships with them”.

Meanwhile, the other theme, Simulations and Serious Games, is really a veiled approach to unravelling how rich digital media and delivery platforms can combine to produce rich digital learning experiences. The work of Clark Quinn and Alicia Sanchez, and other speakers such as Sid Bannerjee and Jatinder Singh will lay the foundation for rethinking digital media. Clark, of course, brings in a much wider perspective – he is rethinking our conception of learning and systems for learning and is investigating models such as spaced practice, social learning, meta-learning, and distributed cognition.

Les Foltos brings in focus to teacher education and how educator communities can use peer coaching as a technique to continuously learn and evolve. Shanath Kumar, Satish Sukumar, Rajeev Menon, Manish Upadhyay and Amruth B R bring in yet more perspectives on design, content, new age assessments, semantic web, mobility and technology, thus rounding off this theme.

And this is not limited to Higher Education alone. The principles and precepts are fairly universal, although the practice and implementation will definitely vary between contexts. K12 educators will find a plethora of disruptive opportunities in the conference.

The conference has one other dimension worth noting. We are inviting startups and entrepreneurs who believe that they are contributing disruptive innovation to education. You will see some of these entrepreneurs showcase their ideas at the conference.

I am hoping this conference acts as the melting pot for disruptive research and practice and marks the start of new level of collaboration between participants.

In my mind, all this research is connected by one common theme – we are looking the ways to change the dominant paradigm, because the dominant paradigm will fail (and indeed, is failing) to achieve a vision of a meaningful and capable system of education in the face of the challenges we face today.

Particularly for countries like India, the timing of these disruptions could not be more apt. And this is where we hope your vision and expertise at the conference and around it, will pave the way for open and concerted dialogue on how we can embrace change in our society.

The website for the conference is up at http://www.edgex.in. The website features speaker bios and a set of resources to get started on the many topics that will be covered in this conference. You can also connect with us  prior to the conference through email or the links below.

• Conference Google Group  (send us an invitation request)
• Follow us on Twitter

Please do feel free to drop me a line at edgex2012@edgex.in if you are interested and I will get right back to you! We look forward to hearing from you!

Let’s disrupt!!

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EDGEX 2012 Conference New Delhi

It gives me great pleasure to announce a unique conference on educational research and innovation called EDGEX, to be held at the Habitat Centre, New Delhi from March 12-14, 2012.

The two main themes of the conference are:

1. Learning X.O – marking the significant and ongoing developments in learning and teaching, particularly in informal learning, connectivism & connective knowledge, the MOOC, Learning Analytics & BIG data, Digital Scholarship, Peer Coaching and Open Distributed Design.
2. Simulations & Serious Games – A focus on scale and both the philosophy and practice behind simulations, virtual worlds and serious games, clearly one of the most articulate and cogent responses to skill development and joyful learning in the recent times.

What makes the conference unique is the sheer intellectual capital that will be leading the conference. These speakers certainly do not need an introduction:

• Jay Cross, Internet Time Alliance
• George Siemens, University of Athabasca, Canada
• Stephen Downes, National Research Council, Canada
• Dave Cormier, University of Prince Edward Island, Canada
• Alec Couros, University of Regina, Canada
• Jon Dron, University of Athabasca, Canada
• Grainne Conole, University of Leicester, UK
• Martin Weller, Open University, UK
• Clark Quinn, Quinnovation, USA
• Alicia Sanchez, Defense Acquisition University, USA
• Les Foltos, Peer-Ed, USA

It is perhaps rare to have these speakers under one roof and is a unique opportunity for the Indian audience, battling challenges of equity, excellence and expansion in the face of a huge and diverse scale. We are privileged to have them accept our invitation and we look forward to hosting them in India.

This conference is part of the EDGE Forum which is a group of leading educational institutions from public and private sector committed to promoting highest standards of education, value systems and governance in the field of higher education.

The EDGE conference, an anual event, addresses questions of improving the quality of education in several dimensions like education governance, human resource management, cutting-edge technologies, holistic approach to education infrastructure and above all adoption of best practices. It serves as an analytical and authoritative source for policy recommendations on higher education. The conference is well represented by reputed educationists, Higher Education administrators, teachers and high level policy makers, apart from representations from industry.

The EDGEX2012 conference site will shortly be live but if you are interested in attending, please do let me know through comments to this post.

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MOOC, DIY-U and Edupunk

I was reading with interest Stephen Downes’ critique of Anya Kamenetz’s approach in her book DIY-U. I am reading Anya’s book, but could not help writing this post, even though that exercise is incomplete, so I beg your indulgence.

The point Stephen is making is definitely not just academic. The term DIY (do-it-yourself) affords primacy to the individual and is application based. Over time sites like eHow and companies like Home Depot, realizing different needs (cost saving, interests, job compulsions), put together a set of material (books, online guides, community trouble-shooting and advice etc.) to put structure to “learning” specific things with the objective of being able to apply them in a specific context.

This took the form of learning packages, not unlike our monogamous WBTs (web based training) formats. Now these are being extended by the affordances of the networked digital economy like open access, social search, social networking and location awareness. This is very akin to the way our LMSs have evolved. They started with learning packages (which evolved into standards based packaging like SCORM), and then as the network surfaced, they added the “social” to it and called them the next version / next generation social collaborative learning management systems. That is also why these vendors cannot seem to position the Edupunk version as the alternative and have ended up creating a “me-too” add-on feature set for “informal learning”.

There is a deeper malaise, one that Stephen also points to. We are thinking inside the box (very un-Edupunk), when we do try to map an existing system with a new alternative way of doing things keeping the existing system as the base reference. Edupunks (I am hoping) will not look at taking the affordances of an educational system and propose an alterative that will map to its “benefits” or affordances. Rather, they will stand outside the box and raise questions about whether the box really is what we need (why not look at the sphere next to it or why look at all at a closed bounded object). This is similar to combating the oft-heard argument or stance – “technology cannot replace the classroom”. Stephen is right to remark – “It’s establishment thinking combined with a good dose of offloading costs.”

A direct consequence of thinking like that is the “objectification” of learning and the learning process. The approach is to “objectify” or treat learning as a structured process with pre-identified participants, an approach which tries to build a marketplace and commodifies learning. Teachstreet, for example, has the tag line – “Learn Something New” – exhorting us to “find great classes and courses”. Similar to how Anya talks about “content and skills”.

The MOOC Edupunks have demonstrated the way to think outside the box – of becoming rather than doing or getting, of being able to measure your performance. And in doing so, they have exposed core principles of how learning happens (at least their perspective). There is great learning happening as well, as the MOOCs & accompanying deliberations evolve. No one claims to have the final recipe (maybe because none is needed or even possible), which is also why DIY is perhaps a bit presumptuous. But the focus on thinking outside the box rather than inside it is the biggest contribution being made to start with.

What is required is greater investigation into “design” of connected environments, into techniques/patterns that underlie the conversation itself, into technologies and designs that support these connections – in a way that does not translate into “design” of learning, like in the traditional system.

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Revisiting SCORM

SCORM works on 2 main principles – as a way to package and sequence learning material, and as a way for learning management systems to track learning activity through a run time interface. It is based on traditional teaching-learning processes and provides additional promises of inter-operability and reuse through standardization of the way courses are organized and presented to the learner.

It has evolved slowly to include new features and rule sets, like sequencing, navigation and QTI (Question Test Interoperability). In fact, the SCORM 2004 4th Edition book defines an organization as:

A content organization can be seen as a structured map of learning resources, or a structured activity map to guide the learner through a hierarchy of learning activities that use the learning resources. One content developer may choose to structure the content organization as a table of contents for the learning resources, while another content developer may choose to structure the content organization as an adaptive guided path through a learning experience, invoking learning resources only if and when they are needed. A third content developer may create a content organization where some discovery activities include a free form use of some of the learning resources, while other activities are more formally managed.

The intent is to provide a way to flexibly organize content in the form of more than one sets (multiple organizations) of  tightly or loosely coupled learning activities rather than just a hierarchical or linear progression. This, coupled with sequencing and navigation information/rules, the LMS can interpret to provide some adaptive intelligence in the learning process.

While these are evolutionary improvements in the standard, there are at least four other dimensions or major impacts that both the Content Aggregation Model (with Sequencing and Navigation) and the Runtime component have not yet addressed.

1. The scope for a Services extension to SCORM – In the current context, content or activities embedded in the learning workflow will have to integrate with resources outside the resource list and metadata identified by the CAM. With AJAX enablement, it is no longer necessary to navigate away from a web page to access a new piece of functionality. But these integrations violate the fundamental principles behind the notion of a self-contained object, which is why they have not been considered so deeply. This is a formidable impact to include. A related impact is on the Service under consideration. If you build a Services Extension to SCORM, you will most likely also mandate that the Service provides a SCORM compliant interface. This is critical. Imagine a WordPress implementation that reports how the learner reflected and interacted with a community to the LMS.
2. The scope for Complex Data Interchange in SCORM – Games and Simulations as well as other activities that have complex data to seed a learning context or generate complex data both during the activity and for some kind of business intelligence post the activity. Already efforts have been made with HLA (especially refer the discussion on three prototype classes) and S1000D integrations with SCORM. Some of the efforts also integrate a further complicated scenario – multi-player SCORM based learning activities with shared state and communication via the LMS.
3. The scope for Social Learning Networks in SCORM – the informality of the social learning network also brings a deep impact to SCORM. Whereas the ingredients to metadata or SCO Context may exist in the SCORM specification, the social influence is not accounted for despite the new understanding forged by the theory of Connectivism, the adoption of the informal by LMS vendors and by the fast paced technological developments we have and are witnessing. What this means essentially is the modeling of two major things – the student and the network or the learner and the community. Many will see the PLE in stark contradistinction – I think PLEs will arrive at the same conclusion from a different direction soon enough.
4. The scope for a Mobility extension to SCORM – Content and interactions possible to leverage now and in the forseeable future based on the mobile platform (not just the presentation aspect) using services such as Location Awareness and Semantic web applications are now very integral to the learning experience and cannot be ignored. This goes past, obviously, thinking of packaging or presentation for a smaller screen real estate and limited processing powers – the focus is on what the mobility enables.

Without an adequate assessment and incorporation of these dimensions into SCORM, the standard is incomplete and anachronistic. There are pressing reasons why these should be incorporated for the Standard to become current and relevant – and soon.

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PLEs and Connective Environments

With a little help from Jatinder, a kindred soul in the making of simulators that happen to attract Brandon Hall Awards, I tried to visualize a model of PLEs operating in a connective environment. It started with a reply I made to Janet and Carmen on what I think should be:

…let us contrast the MOOC environment with an LMS. Can we think of this environment as self configuring instead of being configured by an administrator. How about when a person wants to join a “course”, she gives rights to the MOOC server to “pull” content she wants to share in context of the course into the course environment…the content stays with her, but instead of (or in addition to) the LMS “pushing” some general stuff, it configures a learning space based on the expertise and contributions of its members?

Like if I join a space or a conversation, I bring not only my personal self but also my blog, my Zotero collection, my Diigo links, my tweets, my network etc., but also decide to bring in a relevant “slice” of these and other influences to the course or research I am taking on. Maybe such environments understand a shared semantic vocabulary for the subject so that they can quickly organize the combined course network without my explicit instructions. Wouldn’t this be a self-organizing, emergent ecology more in line with Connectivism and a way to differentiate against an LMS?

The first visualization I thought of was that of puddles and rain. Simply put, when the rain falls, puddles of water form. Some puddles mix with other puddles, self-organizing, to form streams, some stay quietly content to stay aloof and disconnected. Depending upon how much it rains and what the surfaces are that receive the rainfall, we will see patterns. There may be a point of bifurcation when the entire surface gets covered. When rain stops, and puddles start drying, a pattern of decay forms quite unlike the pattern of growth which was an emergent, complex pattern to start with.

So replace puddles with PLEs, the surface and environment with the network (a super-PLE?) ecology and the rain with a certain eventedness (a MOOC?) and you have my picture of what goes on in connective learning. Weird idea? I sincerely hope not.

So I thought I would bring about a better visualization with Jatinder’s kind help. Picture this (disclaimer: not to suggest any connection between the names of various people in my network on the visual and social connotations of the word butterfly, more from the effect of a butterfly flapping its wings….):

(Images courtesy various artistes on the web, but in particular for the incredible post here – did you know the Fibonnacci Sequence appears in the sunflower!)

This could be an environment unlike the above, with cacti and barren deserts instead, a metaphor perhaps for rigid institutional environments. The point is that each of the elements will feed on each other in complex ways, uncontrollable, still with distinct patterns. Of course, Stephen invoked that knowledge as a plant, meant to be grown metaphor when talking about connectionist networks. I am not suggesting that one plant is altogether separate from the other and knowledge is silo-ed, they will have dependencies and some common roots. But each plant will have a tapestry of complex patterns to reveal, strands of knowledge and butterflies will cross-pollinate.

But it is a picture where PLEs are an extension of the self, disembodied but in many ways a natural extension, making us a distributed entity operating as a singularity(?). I like this way of thinking (although the quickly engineered visual may not make the grade). And I think this way of visualizing gives us credible alternatives to the way LMSs are built today.

As always, would love to know what you think!

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Medium – the Massage

Reading Marshall mcLuhan’s the medium is the MASSAGE. Deep. The impact of media – the wheel as an extension of the leg, clothes as an extension of the body, electronic circuitry as an extension of the brain – has powerful impacts on the way we are.

He makes the point about “electric technology” presenting a unifying force, “recreating in us the multidimensional space orientation of the ‘primitive'” unconstrained by the dictates of the primarily visual and pushing us to become aware of the integration of time and space – “an acoustic, horizonless, boundless, olfactory space”.

“Environments are not passive wrappings, but are, rather, active processes which are invisible.”  This is crucial to us when we think about creation of learning environments. To be able to use “multiple models for exploration – the technique of suspended judgment” is key to these environments.

We cannot approach now by looking into the rearview mirror or use new media to do old things or things the old way. We need to understand how that impacts the way we “do learning”.

Writing in 1967, mcLuhan exhorts us – “it is a matter of the greatest urgency that our educational institutions realize that we now have civil war among these environments created by media other than the printed word”.

The book, and the wonderful visualization by Quentin Fiore, is a call to action. And action it should provoke among us!

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Part 5: Learning 2.0 Formal Methodologies

Discussion Thread: This post << Part 4 << Part 3 << Part 2 << Part 1

(Also a contribution to the May Working/Learning blog carnival hosted by Rupa Rajagopalan)

In the last few posts, I have tried to identify what I think are the pillars of the learning process/experience and tried to establish that they remain valid in both traditional and 2.0 contexts. These pillars are goals, time, measurement, content/knowledge and improvement. I also tried to make concrete the business case, context and critical success factors for these methodologies.

In this post, I will be looking at additional components of formal methodologies that could be adopted by organizations worldwide to foster this new style. But before we do that I wanted to assess whether we can really have a formal set of methods, priciples and procedures around Learning 2.0, the way we can in traditional learning. I want to clarify that I am not referring to putting formal methodologies in how people should be taught or should learn using the Learning 2.0 style. That is implicit in the style. Rather I am referring to methodologies that can help organizations initiate and propagate this new style because of its apparent benefits.

Let us look at some of the additional components of the methodology and revisit some I have talked about earlier.

Network organization

Learning is organized around groups, each around a specific learning context or domain. These groups could be aggregated over role profile requirements. For example, Level 2 support engineers need to be skilled in voice support, technical skills around the product and soft skills around customer management. That is what they need to learn and improve on. These are functional groups brought together by commonality in the work they do in the organization.

Some learning contexts could be organization wide. For example, there is a lot of learning around ethics or corporate responsibility that applies to all. These contexts apply to the entire organization or large non-functional chunks thereof.

But context is a key organizing factor for these groups and any Learning 2.0 strategy must include this key factor. The network for the organizations is a collection of small and large groups or communities around specific learning contexts.

Groups Organization and Roles

Each group needs organization. The group would comprise of experts, experienced professionals and new hires alike across a specific context/group. The group may give rise to sub groups all aligned to the group.

To initiate, structure and motivate collaborative learning within groups, there must be a few individuals who would take the initiative to orchestrate some group activities. This is not to say that these orchestrators would impose certain learning objectives or structured 1.0 methodology on the group. Rather, these individuals would be ones that understand both group dynamics and the learning context and be able to correlate them with business requirements. For example, the orchestrator may adopt Tuckman’s 4 stage model for a group – forming, storming, norming and performing. Then ensure that all members reach the performing stage (defined in a special way for the learning 2.0 style) and satisfy the business requirements.

There shall be other roles and responsibilities that the group may have to undertake. For example, initiating new members would be a process. In this process, senior or performing members of the group would take responsibility for understanding learning needs and help to create paths through the mass of collaborative content and member groups across the context.

For example, if I am a rookie technical engineer, I need to understand the product (i.e. I get connected to Bill Marsh, the expert, who is part of the specific product network/group), need to understand and learn from the experiences of the services group (i.e. I get enrolled into the service troubleshooting group led by Jatin Sharma), need to learn about ethics and business conduct (i.e. I get enrolled into a corporate group on ethics led by Sue Liang) etc. Bill, Jatin and Sue follow a specific methodology to get me into the performing stage for the group very fast.

Similarly, if a group decides to create an assessment to ensure it’s members have really learnt the features of the new product, it can decide to create a process to ensure this happens. If a rating needs to be provided for a particular piece of content or even interaction, then the community can engage in peer reviews.

The group grows and thrives based on 2.0 styles that have been discussed. However there needs to be a method to how it evolves or devolves. The method needs to be as decentralized as possible. If it is centralized as in 1.0, we shall only go on to create a similar learning style and shall fail to leverage the 2.0 benefits. Maybe this requires strategies only to the extent of getting all the members trained/skilled to reach them to the performing stage? These distinctions are key. And I know these strategies shall require orchestrators with specialized soft skills.

Content

Organizations have a huge amount of content to start with. There are two challenges that we have to address here:

1. How to repurpose some or all of the content (structured courses, other sources of content) in meaningful ways to act as the repository of information for the group?
2. How to grow this repository of content to not only add new content but also improve on the existing content through collaboration?

These are key challenges because organizations cannot ignore the investment made in creating this content, nor can they just leave groups alone to create large amounts of unusable or unstructured content (ultimately this will have heavy impacts on the technical infrastructure as well). However I believe that once groups start performing, the traditional content generation requirements will reduce immensely or will reduce time for development of structured material to a great extent. In this context, vendors/content developers need to be the ones that maintain these ever growing and improving repositories.

Measurement and tracking

This acquires a different connotation in 2.0. You are now trying to track how successfully groups are being able to translate their interactions to meaningful performance. So far, ratings and other quantitative information for participation, can be tracked and these shall be one set of measures that can generate some analytics. The other measures, ones that track individual growth, I am less sure about. At one end I feel these should be what the traditional measures are. This has the benefit of atleast being able to rate both 1.0 and 2.0 progressions on a common scale. However, I also feel that perhaps the 2.0 assessments should be unique to the group definition of expertise or prowess. 

Collaboration

Collaboration must be geared towards results. I have seen too many frustrated people on the forums who either have not had their problems resolved or queries answered satisfactorily causing them to either abandon their learning or not be able to solve their problem effectively. To many times, the conversations turn acrimonious. This is a show stopper. A network must produce results if it is to continuously motivate and help its members. Individuals are fallible. The network should not be.

So there should be a methodology and purpose that should treat each problem as a learning event, an occassion to help the individual learn and acknowledgement to the people who help facilitate that learning in a timely fashion.

In summary, these are a few key components that need formal methodologies to create successful and effective social networks for learning. There will be other components and ways to engender effectiveness, this is not an exhaustive list and we need to work collaboratively to flesh these out. Look forward to comments!

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Sugar – an operating system for learners

Now this is really very exciting. Let me start with explaining how I got here.

The first thing is there are groups such as the One Laptop per child (OLPC) and those within Intel, HP and many companies that are trying to create laptops for the classroom in the K12 segment. These are small form factor devices with limited features and capabilities in terms of processor speeds, memory and storage capacity, designed to be lower cost, extremely rugged and portable. Check out the OLPC XO and the Intel Classmate PC.

The second thing is brilliant. An important part of the experience is the software that the learners see and the first base component is the operating system. The operating system itself has two components – the system components and the graphical user interface. The important consideration is to make the operating system rugged, powerful and at the same time a lot more usable for the K12 audience than Windows or Linux or even the Mac is as of now.

Enter Sugar. Read about the Human Interface guidelines they started with. Look at the tour.

Sugar is built on top of Fedora Linux and provides a new opportunity for all of us learning professionals to relook at how we can use technology and interface design to think out of the box, align whatever we have been talking about in social constructivist learning, Web 2.0 and activity based learning. Whats more, Sugar offers developers a development platform to be able to extend and write new functionality for learning. Check out the activities page.

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Learn@Work and Work@Learn

Part of the Work at Learning/Learning at Work blog carnival hosted by Manish Mohan.

A few months back, I started two collaborative multi-author blogs for my company (one for my software development team and one for my e-learning development team) and helped a couple of other individuals at work to start their own. I also started a group at Ning and am an active member of LearnHub. My own blog at WordPress is my own anthological meandering. I have used or am aware of most of the collaboration tools available that use Web 2.0 technology or learning 2.0 frameworks.

So all that was great. However, I found that, passion/skill/capability or not, it is probably only people with a high level of self-motivation, the humility to learn, the need to be part of the community and share,  and having an incessant need to improve themselves, that would really be able to leverage learning through this new medium. The other blogs never really took off despite organizational incentives (an elaborate point system that encouraged posts, comments and community participation linked to actual incentives) that I set up.

I find myself asking the question – how many of those would we find in our organization, or in any other for that matter? Are there barriers to entry that we can identify and lower for this kind of a mindset/behaviour? Is this behaviour something that would have existed in physical or other forms even if Web 2.0 wasn’t around? Maybe people who earlier (than 2.0) exhibited the same mindset in an offline/non 2.0 space are the ones who are most geared for the new medium? Maybe the vast majority are resistant to learning per se? Maybe the amount of content is so vast and endless that they give up quickly trying to find the right stuff? Maybe there are personal and cultural inhibitions to being able to articulate their thoughts? Maybe the very concept of being in a community requires them to identify themselves and this interferes with the preferred anonymity of a classroom or prior online space? Are we over-hyping the Web 2.0 phenomenon? Is a PLE going to really help in the mind boggling explosion of content? Is the ability to clearly demonstrate a metrics based assessment and certification system in the traditional approach going to exist in the new approach so that organizations can really track progress and award certifications?

Don’t get me wrong. I love and believe in what is going on. I appreciate the fantastic work people are doing and the exemplary discussions we are having between traditional and new social constructivist schools. My team is a fantastic collection of extremely skilled people. However the questions and experiences so far that I have are a trifle unsettling and demand answers. 

What was great in Learning at Work was that I learnt a whole load of new things using the new tools and gained access to a lot of extremely intelligent and articulate people. Even more interesting was that I could find a way to get relevant information to my teams even if they were not actively blogging or participating in the community through simple emails to various groups. I am now starting focus groups around specific posts or articles I found for each interest group within my organization and creating a collaborative culture in small localized steps. It’s hard work to merge what they need to learn with what interests them, but I am hoping this approach may act to lower their barriers to entry.

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Sliced PLEs and Soft Peer review

I read about soft peer reviews on George Siemens’ blog and immediately went on to read more about the concept. I am very intrigued because of a discussion I had not long ago with an academician at a prominent university in India about the feasibility of starting an online journal based on intellectual property originating from within India. He was of the opinion that expert quality hard reviews are mandatory for the journal to become widely accepted.

So on the one hand we have a non-scalable, “final”, low volume nature of the traditional journal/learning places, while on the other we have the latest modes of collaborative learning 2.0 experiences.

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Rich Internet Applications and eLearning 2.0

Rich Internet Applications technology is gaining ground in learning development as a means of providing feature rich functionality, extensibility and highly interactive user interfaces at the level of a web browser. The Servitium team recently developed the prototype of a concept that merged the developments in RIA (with Flex), social constructivism and Web 2.0.

Apart from featuring a mini-PLE, community building tools, highly interactive user experiences and extensibility through web services, the concept talked about being able to extend and shape the entire learning experience in a personalized manner with learners taking control of what they wanted and when they wanted it.

One of the highlights was the thought of using business intelligence tools for continuously evolving and adapting the user experience. With detailed tracking features for every user interaction, it is empirically possible to understand how learners use electronic resources to advance knowledge and collaboration. This is also extremely useful in building systems for adaptive personalization – personalization that provides probabilistic recommendations to shape the learning experience.

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Pervasive Learning

I found some great stuff on Pervasive Learning at the KnowledgeLab site. I would think there are strong parallels with Personal Learning and collaborative learning in that we talk about the sources of knowledge and the processes by which learning takes place. However, there is one additional key differentiator which is that pervasive or ubiquitous learning needs not only knowledge to be codified but also that the context in which learning is made possible also is codified. By that I mean that context is key.

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A problem of plenty

An interesting discussion I had with my team yesterday triggered a lot of thoughts. We were talking about how Internet2 (the next generation 100 Gbps Internet created by Internet2, an advanced US based networking consortium led by the research and education community since 1996) had broken the light barrier for access to content. Add to that the tremendous availability of processing and storage (look at Amazon S3 for an example of how easy it has really become).

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Services for Learning

As part of SCORM, ADL teams have worked on basically how to structure and sequence content to the learner and package it for the learning management system or repositories. However what they have not woked on is a standardized set of learning and collaboration services for SCORM compliant content to come alive.

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Frameworks for Learning

So everything that we formalize needs a frame of reference. The design of these frameworks and models typically defines the boundaries of what can be achieved. Take for example, ADL’s SCORM. Written by experts across industry and standards organizations, SCORM defines a methodology to design and serve learning content.

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Personal Learning

PLEs (Personal Learning Environments), elearning 2.0, Web 2.0 are areas that have caught my attention lately. I have been researching technology and learning for a long time and I believe that for the first time, things that I thought about are looking tractable. Cryptic for now, but I will try to explain as I go on.

But most interesting is the underlying debate betwen “2.0” and “1.0”. For the moment, for me, it is acquiring dimensions similar to the “open source” versus “proprietary” debate and I am not sure that is right or good.

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