The European Quality Observatory How to find the Most Suitable Quality Strategy? Dr. Ulf-Daniel Ehlers University of Duisburg-Essen/ European Foundation for Quality in E-Learning Abstract The role of education for todays societies is seen as crucial in order to participate in the global concert of economies, provide prosperity and well being to citizens, improve conditions of life and reduce poverty as well as build stable societal structures. The quest for quality, i.e. the very nature of this education, is thus the central question in all debates in all educational sectors today – especially for countries on the rise, trying to provide higher education to strengthen the path into a better future development. In Europe this quality debate is more and more on stake, defining quality as one of the main policy objectives for education with the aim of developing societies in such a way that individuals can advance according to their abilities, and economies can prosper. 1. Quality as a Educational Leitmotiv There is no doubt that quality is the most decisive factor determining the future of any higher education system. This is the reason for the great variety of concepts, suggestions and debates which now encompass a large section of society and effect many social sub segments. It shows that the question of quality touches the heart of the educational debate. We can regard quality more and more as a subjectively individual and collectively influential category. How should learning opportunities look like and learning environments be structured, now and in the future? How do we meet the demand for building high quality learning capacities in higher education which are an important corner stone to transform our societies into learning societies? The concept of quality in the public perception and debate today has gained the significance of a leitmotiv for the educational field in all European countries, having the same importance like “equality” or “scientific orientation” in the educational debates of the 1970s in some European countries. It becomes clear that the debate on quality is a debate about how learning and education should look like in the future. It is a debate about values and cultures and it takes place on basis of diverse experiences and convictions. Such concepts do not appear as empirical accurately defined and operationalised notions but are rather constituted by a dense bundle of a broad range of arguments, objectives, convictions and procedures 1 (Terhart, 2000, p. 809). Quality in e-learning in this sense has become a leitmotiv for educational policies, a slogan for practitioners and a huge demand for learners. Achieving high quality is a hotly debated and much-sought-after goal in all segments of society and education. It is less characterised by its precise definition but rather by its positive connotation. What is so difficult with quality, that everybody wants to achieve and nobody can really define it? The very nature of quality is that it is a multi-dimensional concept and it is not possible to generally define a set of quality standards applicable to all countries and all educational sectors. Quality embraces all the main functions and activities of higher education: teaching, research, staffing, students, infrastructure, and the academic environment. It is the relation between the expectations and expected outcomes and the observed results. Continuous and permanent assessment and improvement are necessary to reach this objective. Quality – as much as education – is rooted in cultural values and traditions. Therefore quality strategies and definitions always have to be specifically taking into account the very context of their application. To find a suitable model for quality development is of crucial importance for quality development in higher education. Accreditation sets a frame for quality development which needs to be filled with more elaborated macro and micro strategies. Due to the enormous variety of divers strategies in the field of quality development it is difficult to tell which of the available concepts fit the specific needs in the given context. After having chosen a suitable model for quality development it is important that this is not implemented in a mechanistic manner into an organization but that it rather stimulates processes of pedagogical professionalisation. The utmost goal of quality development has to be to foster a professionalisation process of educational practitioners. It becomes clear in recent debates that achieving quality is not only about finding a strategy but rather about filing this strategy with life. Living the quality ideal is thus much more important than a criteria-oriented checklist like mechanistic quality understanding. It is about integrating professionalisation processes of the educational actors, like teacher, trainers and other stakeholders into strategies and reference models which are existing already. The task to develop or to provide a high quality educational experience is, however, an extremely difficult challenge. The paper suggests to bring together the two key points of quality development in higher education: Finding a strategy for quality development and implementing it as an ongoing professionalisation process. For this purpose three 2 developments are described: The Quality Development Cycle which describes the quality development process from the needs analysis stage to the stage where the new values and processes are incorporated into the everyday work of all stakeholders. Secondly the concept of Quality Literacy which is necessary for a continuous quality improvement in an organisation. Thirdly a Decision Support Concept (an internet based database) is described which can help educational actors to find a quality strategy which fits their specific purposes. 2. The Quality Development Cycle: Competences and Processes Modern quality development moves from input oriented approaches to a process oriented philosophy of permanent improvement. It involves the student not as a passive receiver any longer but as an active producer of his/ her own learning process. To view quality development as such – an active process of participation and negotiation – means to challenge believes and existing values of all actors involved. The nature of quality development is then a constant adaptation process of the offered educational services to the target groups which are to be educated. Newer approaches highlight this aspect already, elaborating negotiation as important for successful quality development (c.f. Ehlers/ Fehrenbach 2004). Quality development understood in this way goes the whole way of structuring educational activities and processes AND at the same time aims at having an impact on the learning process. Only if this goal is achieved quality development can be seen as education oriented quality development – as opposed to the often implemented model of (only) organisation oriented quality development. 3 Figure 1: Quality Development Cycle (adapted from Ehlers/ Pawlowski 2004) This relates especially to the open nature of quality which in itself is not a normative definition but a relation between the perceived and the offered provision. Within this open concept of quality development, we can identify four steps educational actors have to engage into, to develop quality. For each of these steps which can be conceptualised as a cycle of quality development certain competences are necessary to perform the intended processes of analysis, selection, adaptation and so on. We suggest therefore in this paper to bring together a process model with the concept of quality literacy (see chapter 3) to describe the necessary components for successful quality development. In the context of the Quality Development Cycle, the dimensions of quality literacy applies to the different steps of quality development (Fig. 1), as described below. According to the presented model (Fig.1), quality development takes place as a sequence of four steps which involve (a) a needs analysis, (b) a decision process, (c) a realisation phase and (d) an incorporation phase.1 The cycle thus takes on an organisations’ perspective. This is important to note because it is especially developed to answer the question how an educational offer 1 4 Needs Analysis: In this phase the needs for quality, the situation and the context of the educational scenario are subject of examination. The needs analysis phase includes in itself an iterative cycle which consists of an analysis phase of the current situation, a negotiation processes between the involved stakeholders (e.g. learners, teachers, administration), and a definition phase where the needs are finally defined. Stakeholders who are involved in these processes need the ability to evaluate and define the needs of all stakeholders which are involved in the educational scenario and negotiate between them to achieve a high quality of the offered learning environment (Quality Analysis). Additionally Knowledge about the possibilities of quality development and about quality strategies or good practice examples could be of help in the needs analysis phase. Decision Phase: In the decision phase the previously defined needs for quality development are matched with available approaches (Quality Knowledge is needed). If those approaches sufficiently meet the requirements, they have to be chosen as model for the quality development project, and the next phase can be entered. If there is no strategy which meets the needs, a new, own quality strategy has to be developed. For this phase two competences are especially important: Quality Knowledge and Quality Analysis skills. When it comes to developing an own strategy the ability of Quality Innovation, i.e. creatively and innovatively developing a fitting quality strategy, gains importance. Realisation Phase: In the realisation phase the quality strategy is implemented into the organisation and thereby adapted to the specific organisations’ needs. The new set of rules and processes have to be “transformed” into the organisations’ “language” and be refined for the organisations’ specific context. This process to a large extent involves experiences, adaptation processes, evaluation and analysis competencies. The usage of models and instruments for quality development like checklists, process descriptions and/or evaluation questionnaires, requires a high amount of Quality Experiences. The adaptation of these instruments and models demands for the ability of innovation and can be provided through an organisation, e.g. a university, to be of high quality. It is not primarily concerned with helping learners, who have to choose a course or a program, helping them to find an offer of high quality. For each phase in the quality development cycle certain competencies are required for the actors performing the quality development process. 5 modification and is conceptualised in the dimension of Quality Innovation. Critical analysis and assessment form an integral part of this phase. Quality Analysis thus becomes important. Incorporation Phase: The incorporation phase relates to the modification of activities and actions which have to be performed by the individual actor of an organisation as a result of the quality development process. Quality development – in the final consequence – is always directed at modifying the behaviour of individual actors of an organisation – be it the tutors or teachers or the authors of courses, the system administrators or the organisational representatives. In the incorporation phase it is therefore examined whether the changed processes and new values which are suggested in a new quality strategy are incorporated into the activity patterns of the stakeholders. A great deal of critical analysis skills and evaluation experiences is necessary for this phase. Quality Analysis therefore becomes important in this phase. 3. Quality Literacy As we have seen above, for each step of quality development certain necessary competences can be identified. These competencies can be referred to as quality literacy. They involve - Knowledge about quality development for general orientation and selection, - Experience with the usage of instruments for quality development, - the ability of innovation and modification to adapt instruments and concepts to the own situation or develop new and - analysis abilities for assessing own needs and evaluate existing tools and concepts. To provide a quality enhanced environment in the above described sense, quality literate actors are necessary. The concept of quality literacy (fig. 2) aims at describing skills which enable individuals in the situation of quality development to act competently. Sometimes these situations are very complex, e.g. when it comes to restructuring whole organisational processes. Sometimes, though, there is only little complexity when only one instrument is applied to perform quality assurance, e.g. a questionnaire at the end of a program or course. It has to be noted that quality literacy applies to all forms educational environments, like traditional and/or blended learning. The concept of quality literacy is derived from the concept of media literacy according to Baacke (1996). He explains media literacy as a concept which describes 6 the abilities which individuals need, to act competent in a world which is mediated through media (for further elaboration see Ehlers 2005). In accordance with that quality literacy then describes the ability of educational professionals to act competent in quality development processes. Figure 2: Dimensions of Quality Literacy Quality literacy is a concept which can not exclusively be learned by means of books or trainings but requires experience and practice. It rather has to take into account an ongoing learning-, reflection- and negotiation process between the stakeholders involved – including the students. Quality literacy (fig. 2) can be seen as a set of competences which contribute to carrying out quality development. 1. Dimension: Knowledge About Quality This dimension addresses the “pure” knowledge about the possibilities of today’s quality development and up-to-date quality strategies in elearning. The term quality strategies refers to all guidelines, structures, rules, tools, checklists or other measures which have the goal of enhancing the quality of an educational e-learning-scenario. 2. Dimension: Quality Experience This dimension describes the ability of using quality strategies. It is based on the experiences actors have with activities in quality development and applying quality measures and strategies to e-learning scenarios. 3. Dimension: Quality Innovation & Adaptation This dimension relates to the ability which goes beyond the simple use of existing instruments and strategies. It refers to the modification, creation and development of quality strategies and/or instruments for 7 ones own purpose. An innovative and a creative aspect are important for this dimension: Innovation in the sense of further development and adaptation processes of quality strategies within the given system, and creativity in the sense of thinking and developing new strategies for quality development. 4. Dimension: Quality Analysis Quality Analysis relates to the ability to analyse the processes of quality development critically in the light of ones own experiences and the own situation and context. It is important to evaluate different objectives of quality development and negotiate between different perspectives of stakeholders. To “analyse critically“ means the ability of differentiation and reflection of existing knowledge and experiences with education and quality development. For Learners this would mean to be aware of the responsibility which they have for quality in education as a co-producer of learning success. For providers this means to enable flexible negotiation processes in the educational offers in which individual objectives and preferences but also societal contexts and organisational structures are integrated into the definition of quality objectives for education. 4. The European Quality Observatory - Decision Support for Quality Development Today there are a variety of quality strategies and approaches developed and in use already. Therefore it becomes obvious that quality development often does not have the problem that there are no suitable strategies available but rather that the responsible actors in education do not really know what their demands are and which of the existing models and strategies fit their needs. The European Quality Observatory (EQO), a European consortium of expert organisations in the field of quality in E-Learning, led by the University of Duisburg-Essen, took these aspects as a starting point for a research project which started in March 2003, to develop and implement a framework to collect, analyse and compare quality approaches for education. The result is an internet based repository which contains over 100 quality strategies from all European countries which can be searched, compared and analysed by all registered users. The core achievements of the European Quality Observatory can be summarised in four areas: 8 1. to provide a conceptual framework for analysis, description and comparison of quality approaches in education (spec. E-Learning) on a European level: the EQO Metadata Model (see below); 2. to establish an internet-based repository for quality approaches (quality development, quality management, quality assessment) in the field of E-Learning for users of these approaches (e. g. teachers, tutors, developers, CEOs, etc.); 3. to provide recommendations for the use and experiences of other users of quality approaches on a European level; 4. to provide services to support the implementation of quality approaches & support the community of users. The project has created a European quality community by collecting, analysing and synthesising the different approaches currently in use, as there are quality management, quality assurance and quality assessment approaches. It is facilitating cross-cultural understanding of quality systems by providing the quality approaches and concepts through the internet based repository which is free for use for everybody. The theoretical and scientific core and the basis for the decision support is a metadata model for the analysis, description and thus comparison of quality approaches – the EQO Metadata Model. As the field of quality in education is highly complex, the EQO model covers a theoretical and a practical analysis of quality approaches and is therefore divided into two main parts: In the first part the quality approaches are analysed on a conceptual, document level, using the official documentation and publications about the different approaches. A second level allows the possibility of analysing experiences which users made when using the particular strategies in their concrete everyday educational work. The EQO Model for the first time provides a framework to handle the great variety of approaches in the field of educational Quality. The analysis of strategies and approaches covers the following three main categories: 1. General Description: In this category general information on the quality approach are analysed. 2. Context: This category analyses the intended area of usage and the educational context the quality approach is applied to. 3. Method: This category summarises information about the scope of the quality approach. The general description about quality approaches deals with information such as title (name of the approach), textual description of the actual version of this approach, the language in which this approach 9 is expressed, the location where it can be accessed as well as copyright and other restrictions for using this approach (such as costs and charging schemes). The context category summarises information about the educational context, such as the educational level (e. g. “university”) and the industry sector or educational institution the approach is related to (e. g. “manufacturing industry”). Also the target group this quality approach aims to is retrieved (e. g. “author” of learning materials) as well as the cultural or regional coverage of the approach (e. g. “not restricted to a country”). Furthermore the EQO model expresses if the quality approach was developed for a specific topic within a classification scheme and for which educational processes it can be applied. In a last subcategory the quality goals that the approach addresses respectively the sense in which quality is defined in that approach are expressed. The user is given the possibility to rate the importance of certain criterions here. The method category defines if the quality approach focuses on the results of a process or the process itself (e. g. “product-oriented”) and the methods the quality approach uses (like “benchmarking”, “evaluation”, “standards”, etc.). The analysis of practical experiences with using quality approaches is covered through the category experiences. This category is used for collecting and analysing experiences users made by applying a specific quality approach. While the first three main categories of the EQO Model describe the generic quality approach, the experience category describes the instantiation of the approach for a specific implementation. Although model and instantiation might be quite different and therefore a mapping of experiences to a certain model could be difficult in some cases, the EQO project expects the experiences part to provide valuable information to quality practitioners. The experiences section is a fairly innovative analysis category, which will become more important in the future because it aims at analysing the impact of quality concepts. The idea is to gather data on how educational processes are affected by quality instruments. The EQO Model is implemented into an internetbased repository (http://www.eqo.info) which provides decision support functionality to actors in the field of education. It contains today around 100 strategies and has build up a community of users which contribute to the repository and comment and peer review the strategies. The Approach supports especially the first three steps of the Quality Development Cycle (see chapter 2) which were described above by providing an information basis for each of the necessary steps quality development involves. 1. Analysis Phase: This analysis is done on the basis of the EQO Metadata model which categories function here as an assessment 10 framework. An example for this could be a manager of an organisation in communications industry who is searching for a quality approach especially dealing with improving the motivation of learners in non school vocational education. 2. Decision Phase: On the basis of the needs analysis, existing quality approaches are analysed and then linked to the users’ needs. As a result educational actors are presented with individually fitting quality approaches for their specific situation. The manager mentioned above will receive a list of quality approaches dealing with his problem e. g. especially designed for appliance in his country, using different methods like certification and policies, and dealing with the improvement of technical or pedagogical quality goals, etc. Users are supported in their decision for a quality approach by information of a database of other users’ experiences and assessments. 3. Realisation Phase: In this step the chosen approach has to be adapted to the organisations’ specific needs. Individual quality profiles can be created as a result, that help to implement the approach. The analysis categories of the EQO Model are designed to facilitate the individual adaptation process. The European Quality Observatory Approach and the repository supports the decision-making process by providing a structured method as it is described above. Quality approaches are compared using metadata and are analysed in order to support decisions. Decisionmakers and users can therefore study quality management and quality assurance approaches and compare them using the above-mentioned metadata. In this way, decisions for quality approaches can be considerably accelerated and simplified. In order to allow the user to easily find a suitable approach for a specific educational purpose four different options to search the database are provided in the repository:2 a quick search, a browse function, an advanced search and a recommendation mechanism, which recommends quality approaches for specified quality needs. The quick search, which is the only function for unregistered users, allows an easy full-text search in the database. After entering a keyword the user is provided with matching search results. The browse option allows the user to scan for quality approaches fitting a specific category and criterion to choose from. For this purpose a set of default categories (language, educational level, target group, country, process, goal, focus 2 Following description taken from Ehlers, U.-D., Hildebrandt, B., Pawlowski, J.M., Teschler, S. (2004 11 and method) is presented which can be further specified by choosing from given pull-down menus. For example, figure 4 shows a browse inquiry for the “country” “Norway“. For this chosen browse option the search results will give an overview of all approaches in the database that are (intended to be) applied in Norway. Figure 3: Contribute a quality approach The advanced search will form a combination of the other functions described above. It allows to search for different categories and criterions at the same time. Thus the user of the repository is able to search more specific and gets modified results in the search list differentiated according to the previously specified quality needs. Additionally a recommendation mechanism will be provided. A user can specify a profile of specific quality needs, can apply different weights to the used factors and variables and will then be provided with a list of fitting quality approaches for his/her situation on basis of other users’ and experts’ estimations. Apart form the repository the portal provides a variety of other functions to the user. Apart from highly useful and well structured information on developments and discussions in the area of quality in E-Learning, research results and downloadable publications, the user will get the 12 opportunity to get into contact with other users and experts in the field of quality of all over Europe. Figure 4: Browse through quality approaches 5. Summary and Conclusion The article suggests the integration of process- and formalised quality models with competency, resp. professionalisation oriented approaches. It emphasizes the importance of viewing quality development not as a static add-on to education, e.g. as an isolated evaluation approach at the end of a course. Quality development rather is viewed as a key aspect, occurring in every single development and delivery process of elearning courses and programs. Quality development is a process in which the interests and requirements of the e-learning stakeholders have to be considered as a whole and combined to a comprehensive concept. Quality in this respect is seen as a relation between the demands and needs of a stakeholder group and the actual delivery of e-learning. In order to shape this relation in the best possible way a negotiation process is necessary which involves all stakeholders and integrates their preferences and situations against the background of the given economical and organisation situation. These negotiation processes occur in different positions of the learning environment. 13 The question how to find and apply the best quality approach for a specific context can be envisioned as a decision cycle with four steps. However, to decide which quality approach is suitable, to choose from a set of possible strategies, and to adapt those strategies to the specific situational context certain competencies are necessary. For these competencies we suggest the concept of quality literacy. It covers competencies like knowledge of quality development, experiences in using particular instruments, modification skills and the ability of thoroughly analysing ones own situation and needs. 6. References 1. Baacke, D. (1996): Gesamtkonzept Medienkompetenz. [The Concept of Media Literacy] In: agenda. Zeitschrift für Medien, Bildung, Kultur, [Agenda. Journal for Media, Education, Culture] März/ April 1996, S. 12-14. 2. Ehlers, U.-D., Fehrenbach, T. (2004): PQM - Partizipative Qualitätsentwicklung im E-Learning. Bildungsprozesse als Basis für eine neue Lernerorientierung. [PQM-Participative Quality Development in E-Learning. Educational Processes as a Basis for a new Learner Orientation] In: Deutsches Institut für Normung: Fachbericht zur DIN PAS 10321. Berlin 3. Ehlers, U.-D., Pawlowski, J.M. (2004): E-Learning-Quality: A Decision Support Model for European Quality Approaches, In: Fietz, G., Godio, C., Mason, R. (2004): eLearning for international Markets. Development and Use of eLearning in Europa. Bielefeld 4. Ehlers, U.-D., Hildebrandt, B., Pawlowski, J.M., Teschler, S. (2004): The European Quality Observatory. Enhancing Quality for Tomorrow’s Learners. In: Supporting the Learner in Distance Education and E-Learning, Proceedings of the Third EDEN Research Workshop, Oldenburg, Germany, S. 138-145 5. Terhart, E.: Qualität und Qualitätssicherung im Schulsystem. Hintergründe - Konzepte - Probleme. In: Zeitschrift für Pädagogik, Heft 6/2000 (46. Jg.), S. 809 – 830 Autobiography DR. ULF-DANIEL EHLERS studied English, Social Sciences and Educational Sciences at the University of Bielefeld where he finished his Ph.D. on “Quality in E-Learning” in 2003. He is now the coordinator of the “European Quality Observatory” (http://www.eqo.info) for the Department for Information Systems for Production and Operations Management at the University Duisburg-Essen. Before he has been 14 responsible for the evaluation of the project “L³: Lifelong Learning”, in which a comprehensive infrastructure for E-Learning was developed by a consortium of 20 partners and which was led by SAP AG. In close collaboration with SAP he led the development of the L³-QualityStrategy. Dr. Ehlers is an internationally recognized researcher and innovator in the area of E-Learning focussing mainly on quality management. He has extensive experience in helping individuals achieving superior learning performances and has run several projects and evaluations in the field of e-learning and knowledge management as well as e-business including new-technology-consulting for small and medium sized enterprises. Dr. Ehlers developed the Learners’ Quality Model for elearning, which is a basis for learner centred quality development in elearning. He is the author/ publisher of several books and more than 50 articles and book chapters, has been a featured speaker at numerous international conferences throughout Europe, and is member of several national associations for e-learning and education in Germany. 15