Proc. of World Conference on E-Learning in Corporate, Government, Healthcare, and Higher Education 2007, pp. 2103-2111 (2007.10). Open School Platforms Project Masaki Nakagawa a, Rikiichi Koizumi b, Akio Kido c, Arimitsu Shikoda d, Nobuko Kishi e, Yasushi Kuno f, Eiichi Hayakawa g, Kenji Suzuki h and Keiichi Yamanaka h a Faculty of Technology, Tokyo Univ. of Agri. and Tech., Japan. nakagawa@cc.tuat.ac.jp b Faculty of Informatics for Arts, Shobi University, Japan. riki.koizumi@nifty.ne.jp c Open Software Center, Information-Technology Promotion Agency, Japan. KIDO@jp.ibm.com d Faculty of Engineering, Tohoku Gakuin University, Japan. a@shikoda.com e Graduate School of Mathematics and Computer Science, Tsuda College, Japan. kishi@tsuda.ac.jp f Graduate School of Business Sciences, The University of Tsukuba, Japan. kuno@gssm.otsuka.tsukuba.ac.jp g Faculty of Engineering, Takushoku University, Japan. hayakawa@cs.takushoku-u.ac.jp h Center for Educational Computing, Japan. {suzuki, yamanaka}@cec.or.jp Abstract: The Center for Educational Computing has been encouraging elementary and secondary education (K-12) to employ Open Source Software for IT and IT-empowered education in Japan. The basic idea is to exclude black boxes and open the learning environment, to liberate education from a particular system, to educate students in open collaborative atmosphere and to let students to experience multiple platforms with the expect that they learn what is intrinsic and what is technical. It has been revealed that the students have no difficulty to use OSS, the cost is reduced and the support can be enhanced within a fixed budget, the thin-client network architecture is favorable to decrease labor-intensive maintenance and it seems to protect students’ privacy and keep security. On the other hand, the problems at the moment are fear or anxiety to weak support and a less amount of available software, hesitation of teachers to use OSS, little information on usable peripheral devices and premature business model. Introduction The Center for Educational Computing (CEC of Japan) has been encouraging elementary and secondary education, i.e., primary, junior-high and high schools or in other words K-12 to employ Open Source Software for IT and IT-empowered education under the support of the Ministry of Economy, Trade and Industry (METI) with the Ministry of Education, Culture, Sports, Science and Technology (MEXT) (Center for Educational Computing 2005). CEC has been running this project named Open School Platforms (OSP) project since 2005. CEC has organized the committee to select promising proposals featuring different aspects and navigate them to clarify the effects and issues of OSS for IT and IT-empowered education in terms of learning effect, cost and so on for K-12. Each committee member has not just selected proposals but also played a role as a project officer. The trend to employ OSS for education or learning is worldwide. The complete list is given in (SchoolForge). This paper reports our attempt in Japan. In the next section, we summarize the motivations of the OSP project. Section 2 describes the project in 2005 and Section 3 describes it in 2006. Section 4 summarizes remaining issues. Section 5 introduces the mission is 2007. Section 6 concludes the paper. Motivations of the Open School Platforms Project We are in the era of the IT revolution. Since the invention of digital computing in 1940s, it has matured to drastically change the business, industry, people’s life, society and so on. In the coming decades even a larger -- 2103 -- scale of impact is expected in the world economy and globalization (Anderson 2006, Freidman 2006). Renovation of the society and even culture then triggers the further innovations in the IT technology, which will make a positive feedback loop to expand the IT revolution. In the stage of revolution, the technology will be renovated drastically, so that education must be flexible. We must keep the proper balance between intrinsic materials and technical materials so that students can learn everlasting principles as well as state-of-the-art methods and tools. In order that the students learn to be able to keep up with or even lead the IT revolution, we have the ideal of the learning environment for them: (1) It should exclude black boxes. If the students are interested in the mechanism, they should be able to look into the mechanism. Talented students may modify and customize the environment. (2) It should liberate education from a particular system. Generation of technology changes, the current most valuable generation of software loses its value and the next generation gains presence. The value shift from operation systems and database systems to browsers, Web applications and contents is going on. If the education is made on a particular system, or particular applications, it will be soon out of date. (3) The education should be made in open collaborative atmosphere. The internet is forming the culture to cooperate over time and space constraint. OSS has been made and enriched in this culture. It is important that the students learn on the OSS platforms and learn the culture. (4) It should employ multiple platforms. The students naturally learn what is common and what is different, what is intrinsic and what is technical, what can be done and what cannot be done, etc. Along with OSS platforms, the existing platforms play an important role to let the students to experience multiple platforms. OSP dose not exclude the existing platforms. Not just as the learning environment, OSS has the benefits for the IT platforms such as customizability, transparency, cost benefit and performance and it is no less secure and reliable than propriety software (Wheeler 2007). OSP in 2005 Proposals Adopted in 2005 In 2005, the proposals from regions shown in Fig. 1 were adopted. The number of participating schools, that of students, the number of PCs made available and operating systems are shown in Fig. 1. A brief explanation to each project follows (hereafter, we call each project as unit): • Tsukuba city and Gifu prefecture regions These units were initiated by Information-Technology Promotion Agency (IPA) under METI in 2004 and succeeded by CEC. The feasibility test of OSS as the learning environment and that of self-supporting operation and management was the main focus. OSS was employed in almost all the subjects. At each school, more than 100 hours were spent employing OSS in a year. These regions are among the most advanced regions in IT and IT-empowered learning in Japan. The units were managed by Argo 21 Corporation. The Tsukuba city region was supervised by Prof. Koizumi and Y. Kuno while the Gifu prefecture region was supervised by A. Shikoda and A. Kido. • Kyotanabe region The educational committee and staffs of the city has been leading IT and IT-empowered learning. This region is also one of distinguished regions in Japan. The feasibility study of remote support of the OSS environment and learning in the environment from the educational committee was the main issue of study. OSS was employed for subjects of Social Studies, Science and Projects as well as circle activities. At each school, more than 100 hours were spent employing OSS in a year. The unit was managed by Uchida Yoko Co. Ltd. and supervised by R. Koizumi and Y. Kuno. -- 2104 -- • Soja region This region has a unique community of accumulating tens of thousands of digital contents for learning. The focus of the feasibility study here is to examine how much the digital contents are usable without problems from OSS platforms and how the thin-client network architecture is useful or suitable for schools. OSS was employed in almost all the subjects. At each school, more than 100 hours were spent employing OSS in a year. The unit was managed by Fujitsu Okayama Systems Engineering Ltd. and supervised by A. Shikoda and A. Kido. Figure 1: Units in 2005. Lessons Learnt Neither IT education nor IT-empowered education is adequate at the moment, so that it seemed too early to seek for the ideal of OSP. Before we started the OSP project, we had not been confident on whether we could clarify benefits and issues of OSS platforms. This was just a fear, however, and the students who participated had no difficulty to use OSS platforms. The system download for thin-clients is convenient and ease the maintenance. The cost for preparing and maintaining propriety software can be redirected to enhanced support within a fixed budget so that the teachers can more concentrate on teaching. As for students, OSS stimulates them to try programming in club activities at junior-high schools. An additional remark to each unit follows: • Tsukuba city and Gifu prefecture regions A class room PC management system developed as OSS in the preceding IPA project in 2004 before the OSP project, which automatically initializes or updates all the PCs in a class room, has reduced the labor-intensive maintenance to within 5 hours a week. • Kyotanabe region For all the schools, two IT coordinators helped teachers plan class work and two network engineers prepared and maintained OSS platforms. Centralized control and management from the educational committee was proved as a way to promote IT into education. The unit revealed several technical problems to solve. -- 2105 -- • Soja region The unit employed pure thin-client network architecture. It decreased maintenance but revealed the requirement for high performance network equipments. An IT coordinator was assigned to each school. The unit revealed several technical problems to solve and identified the types of contents that are unplayable on OSS platforms. Issues for 2005 Issues revealed are not true issues, since the OSP project is aimed to identify them to overcome. Following are the issues revealed: (1) Contents and applications are not so affluent on OSS platforms as those on propriety systems. (2) Latest peripheral devices controllable from propriety systems may not be controllable from OSS platforms. Even if controllable, some devices may require a strange sequence of commands for set-up. (3) OSS is promising in IT-advanced regions where more than the critical mass of teachers are working but how is it in ordinary regions? Some teachers are reluctant to use OSS platforms. How can we motivate them and help them employ OSS? (4) The thin-client architecture is promising, but how much of the downloading time can be reduced? How secure is it? (5) Is it possible to make the win-win business model for both schools and vendors? OSP in 2006 Focus for 2006 Based on the experiments in 2005, we set up the following sub-goals to pursue in order to overcome the above summarized issues. (1) Community network Community network to exchange ideas, share questions and answers will be helpful. Even if contents and applications may be far fewer than propriety systems and peripheral devices may be restricted, their affluence may not be necessary for education. If truly useful contents, applications and information are shared by the OSP supporters, this helps teachers design learning. Moreover, someone makes contents and applications for OSS platforms and upload them to the community to avail them. Web contents and applications can be used on propriety systems as well. (2) Standard package It would be hard for ordinary teachers and schools to obtain OSS software, knowledge for installation and best practices scattered in the internet. So, a standard package composed of OSS systems configuration, manuals, contents, training manuals of teachers, teaching plans for students, videos, etc. would be useful for their trial use. The materials made in 2005 should be examined and tested in ordinary schools not jut in IT-advanced schools. (3) Software for class or school management for OSS platforms For teachers who are not positive to use OSS platforms, it is necessary to explain the ideal of the OSP project and to provide them with a couple of useful tools for class or school management. Teachers are the best professionals to evangelize, once they understand the benefit and ideal of OSS. (4) Speedup of downloading to thin-clients and evaluation of the thin-client architecture As for the thin-client architecture, it will be necessary to shorten the downloading time for thin-client PCs and verify the privacy-protection and security merit. (5) Business model We need to find business models good for both schools and vendors for continuous support. -- 2106 -- Proposals Adopted in 2006 In 2006, we adopted the proposals from regions shown in Fig. 2. The number of participating schools, that of students, the number of PCs involved and operating systems are shown in the figure. A brief explanation to each unit follows: Figure 2: Units in 2006. • Sendai city region (Sendai region in short) This unit employed OSS for the subject “Information Study” at two high schools. Information Study was introduced 4 years ago into the standard required curriculum for high schools under the direction of MEXT. The unit employed KNOPPIX booted from a Compact Flash (CF) memory, enhanced community network formation through a portal site and made a package. The unit was managed by Fujitsu Tohoku Systems Ltd. and supervised by R. Koizumi and E. Hayakawa. • Kamisu, Kasumigaura, Tsukubamirai cities region (Tsukuba satellite region in short) This unit attempted OSP in ordinary schools using experience and materials made in the Tsukuba city region in 2005. It employed the class room PC management system for recycled PCs with renewed batteries. This unit also benefited from collaboration with university labs in using software made by them. It tested three support models, namely (a) corporate support model, (b) coordinator support model and (c) self-support model. The unit was managed by Addo Business Consultant Co. Ltd. and supervised by N. Kishi and Y. Kuno. • Kashiwa city region (Kashiwa region in short) This unit employed OSS platforms for Information Study at a high school and for data analysis and presentation at another high school. The latter school allowed students to bring them back to home and use them. The unit also employed an OSS contents management system named Netcommons developed and supported by National Institute of Informatics. The unit was managed by Uchida Yoko Co. Ltd. and supervised by N. Kishi and R. Koizumi. • Kyotanabe city region (Kyotanabe region in short) This unit employed Turbolinux FUJI booted form a USB flash memory, the class room PC management system -- 2107 -- for recycled PCs with enlarged memory, and introduced school management software for schedule management, a bulletin board and so on. It employed OSS for the subjects of Social Studies, Language, Science, Mathematics and Projects. The unit was managed by Uchida Yoko Co. Ltd. and supervised by Y. Kuno and E. Hayakawa. • Soja city and Kurashiki city region (Soja region in short) This unit aimed to prove the merit of the thin-client architecture, speed up the download time from a server to thin-clients, prepare class or school management software suitable for the architecture. It employed OSS for the subjects of Science and Social Studies at primary schools and for Technology at a Junior-high school. It also employed OSS groupware for teachers to share information. Moreover, this unit studied practical employment of IT assistants who provided teachers with technical support to prepare educational materials and students with operational support to use PCs in a class room. The unit was managed by Fujitsu Okayama Systems Engineering Ltd. and supervised by A. Shikoda and A. Kido. • Oita city and Bungoono city region (Oita region in short) This unit applied OSS platforms for students to learn programming and make software exercises, projects and so on at an IT-centered high school. It also employed OSS for exercises, projects and so on at an engineering-centered high school and for business applications at a business oriented high school. It employed KNOPPIX booted from a CD-ROM, collaborated to support network community through a portal site and made a package. It also made a feasibility study of the business model, which is less costly but provides better support. The unit was managed by Alpha Systems Inc. and supervised by A. Shikoda and E. Hayakawa. Lessons Learnt This year, we added units targeting high schools where the subject Information Study was introduced recently. The general applicability of OSS platforms has no difference to high schools form primary schools and junior-high schools. Scenes of learning on OSP are shown in Fig. 3. Figure 3: Scenes of learning on OSP. -- 2108 -- An additional remark to each unit follows: • Sendai region Not just common ICT literacy lessons in Information Study, this unit let students to make an embedded program to control LED illumination and another to control a mini airship model on the OSS platforms. • Tsukuba satellite region A package prepared in IT-advanced school in Tsukuba is effective for “ordinary” regions. As for the three support models, each model worked as expected. This suggests that each OSP site can choose the support model suitable to its context. Among them, the coordinator support model is practical in the sense that front service is made quickly and technically complex problems are solved by backyard engineers. • Kashiwa region Among the students who were allowed to bring back PCs, more than a half did so to work at home. Among 10 students who wanted to connect their PCs to the internet at home, however, only three students succeeded. Proper support is needed. Netcommons, i.e., OSS groupware was proved useful. • Kyotanabe region The system boot was optimized to be made in 1.5 minutes. This method enabled participants to uses PCs of others like their own. Some teachers felt booting OSS cumbersome. School management software for schedule management, a bulletin board and so on was proved useful. • Soja region The system boot for thin-clients from the server was speeded up from 5 to 2 minutes. Usability of OSS platforms for younger students in elementary schools were significantly improved by slight customization of OSS desktop and office suites, such as the size of icons, message texts and their font size. The introduced OSS groupware was proved effective for school affairs and information sharing among teachers. • Oita region KNOPPIX booted from a CD-ROM seems effective for students to experience multiple platforms without reinstalling systems. This unit has made substantial learning contents for IT-centered, engineering-centered and business oriented high schools. The business model tested here is the combination of the remote service by the core company with on-site maintenance by local companies and it seems effective. Achievement of Sub-goals Here, we verify how far we have achieved the sub-goals set up in Section 3.1. (1) Community network Sendai region, Soja region and Oita region employed KNOPPIX, collaborated to solve technical problems, share effective solutions and uploaded useful information to the KNOPPIX-based Education Study Group (http://www.knoppix-edu.org/). (2) Standard package Each unit has prepared a standard package to be used for ordinary schools. Newcomers can select them according to their needs and situations. (3) Software for class or school management for OSS platforms A couple of class or school management tools for OSS platforms were made available in OSS. They are proved useful. Some of them are Web-based systems independent form OS. They are expected for teachers to feel the usefulness and importance of OSS, accustomed to OSS and employ OSS for teaching with confidence. (4) Speedup of loading systems to thin-clients and evaluation of the thin-client architecture Loading time of systems to thin-client has been optimized. The period of 1 to 2 minutes seems not so serious even for lessons of 50 minutes. Thin-clients enabled people to uses any PC like their own in class, teachers’ office or wherever it is without having to be conscious to the privacy or security. Although the merit was conceived by the participants, it was but not verified clearly. (5) Business model Initial cost and update cost are reduced. Thus, the support can be enhanced within a fixed budget. The combination of the remote technical service by the core company with on-site maintenance by local companies -- 2109 -- seems effective. Remaining issues Although we have achieved the sub-goals to a large extent, still a majority number of schools and teachers have fear or anxiety to weak support and a less amount of available software on OSS platforms. They hesitate to use OSS platforms. We need to keep the effort to expand the community network and help schools or teachers employ OSS platforms. We also need to persuade local governments to keep the budget so that schools or teachers who employ OSS can redirect the budget saved for better support. Consequently, the teachers can concentrate on teaching, which is most important for children. The cost shift from hardware and propriety software to service is also important for vendors to establish the business model. If local companies can join this market, it is good for local governments as well and stimulates young people seeking jobs there to learn OSS. OSP for 2007 The mission of this year is to provide the OSS packages so far developed and extend or refine them in the real use in schools. We invited vendors and schools to join this project and selected 5 vendors and 34 schools. Figure 4 shows all the schools selected. Public: 22 schools Private: 12 schools Hirosaki Gakuin Seiai Junior & Senior High School The First High school Attached to Hachinohe Institute of Technology Yamagata Prefectural Sagae Technical Senior High School Tohoku Gakuin Tsutsujigaoka High School Ishikawa Prefectural Kanazawa Izumigaoka Senior High School Tohoku Gakuin High School Kameyama Municipal kameyama junior high school Fukushima Prefectural Fukushima High School Kameyama Municipal chubu junior high school Fukushima Prefectural School for the Blind Suma Gakuen Saitama Prefectural Kumagaya High School Okayama Prefectural Mizushima Technical High School Tokyo Technical High School Attached To Nippon Institute of Technology Kurashiki Municipal Toyosu Elementary School Taki Senior & Junior High School Soja Municipal Showa Elementary School Kyoto Gakuen Junior and Senior High School Hiroshima Municipal Asakita Senior High School Nara Prefectural NaraSuzaku High School Fukutsu Municipal Fukuma-higashi Junior High School Tezukayama Gakuin Izumigaoka Junior&Senior High School Nagasaki Prefectural Hasami High School Osaka Prefectural Shimizudani High School Tokai University Fuzoku Gyosei Junior and Senior High School Miyazaki Daiichi Junior & Senior High School Ehime Prefectural Doi Senior High School Nippon Bunri Univ. High School Ooita Prefectural Tsurusaki Technical High School Ooita Prefectural Information Science School Ooita Prefectural Miesogo High School Ooita Prefectural Oita Commercial High School Ooita Prefectural Tsukumi High-School Ooita Prefectural Hita-Rinkou High School Figure 4. Schools selected for 2007. -- 2110 -- Conclusion The Center for Educational Computing has been conducting the Open School Platforms (OSP) project to employ Open Source Software for IT and IT-empowered education of K-12. The intermediate result shows that the participating students have no difficulty to use OSS platforms. The thin-client architecture is effective for systems maintenance and promising for keeping privacy and security. The system download time to thin-clients has been reduced. The cost for preparing and maintaining propriety software can be redirected to enhanced support within a fixed budget so that the teachers can more concentrate on teaching. On the other hand, the problems at the moment are fear or anxiety to weak support and a less amount of available software, hesitation of teachers to use OSS and premature business model. References Center for Educational Computing (2005). http://www.cec.or.jp/e-cec/english-e2e.html SchoolForge. http://www.schoolforge.net/ Friedman, T.L. (2006). The World Is Flat: A Brief History of the Twenty-first Century, (Expanded and updated), Farrar Straus & Giroux, New York. Anderson, C. (2006). The Long Tail: Why the Future of Business is Selling Less of More, Hyperion Books, New York. Wheeler, D.A. (2007). Why Open Source Software / Free Software (OSS/FS, FLOSS, or FOSS)? Look at the Numbers!, http://www.dwheeler.com/contactme.html (Last revised as of April 16, 2007). Acknowledgments We thank the students, teachers and people who have participated in each unit, the members of the committee and officers of CEC and METI who have been engaged in the OSP project. We would also thank Mr. Jun Iio and Mr. Kazuo Hiyane of MRI Inc. who have been managing this project. Thanks is also due to Mr. Hutoshi Munakata of Fujitsu Tohoku Systems Ltd., Mr. Tomohiro Isoyama of Fujitsu Okayama Systems Engineering Ltd. and Mr. Daisaku Chiba of Alpha Systems Inc. who gave comments on this paper. -- 2111 --