Blended Learning: Pragmatic Innovation Jim Farmer As presented at the JISC/CETIS Conference November 15, 2006 | Manchester UK Is the recorder turned on? Jon Georgetown University Types of eLearning Portion of Content Delivered Online Type of Course 0% Traditional 1 to 29% Web Facilitated 30-69% Blended./Hybrid 80+% Online Typical Description Course with no online technology used content is delivered in writing or orally. Course which uses web-based technology to facilitate what is essentially a face-to-face couse. Uses a course management system (CMS) or web pages to post the syllabus and assignments, for example. Course that blends online and face-to-face delivery. Substantial proportion of the content is delivered online, typically uses online discussions, typically has some fact-to-face meetings. A course where most of the content is delived online. Typically has no face-to-face meetings. Sloan Consortium, September 2003 The JISC Conferences and the Enterprise Special Interest Group Georgetown University Value of communication "Because of the JISC Conferences, the CETIS SIGs, and the collaborative projects encouraged by JISC, university IT managers became aware of the practices and developments of others, had the opportunity to learn of perspectives beyond their own university, and developed confidence and trust in the work of others. This has led to sharing that otherwise may not have occurred, and thus made their own work much more effective.“ Jim Farmer, “JISC/CETIS conference feedback,” email, 30 November 2005 Georgetown University Cited work Gustav Delius, Chris Sangwin, Neil Strickland, John Prashoud, Scott Wilson, Sean Mehan, Niall Sclater, Jason Cole, Stuart Lee, Ian Boston, Paul Miller, Mhari McAlpine, Oleg Liber, Harriet Truscott, Bill Olivier, Patrick McAndrew, Tish Roberts, Paul Walk, Vashti Jarach, Robert Sherratt, Chris Awre, Brian Kelly, Wilbert Kraan, Jon Mason, Randy Metcalfe, Colin Smythe, Mark Stubbs, Steve Jeyes Georgetown University XCRI and the PESC course catalog “In developing the XCRI specification for exchange of programme, curriculum, and course data, the Integration Working Group (and the CETIS Enterprise SIG) have developed a process that is very effective in authoring specifications that can be rapidly adopted and will have a long useful life. This could be a model for other projects creating specifications for a JISC service.” Jim Farmer, “Notes, JISC/CETIS Conference,” 15 November 2005 Georgetown University Drill and practice: algebra Gustav Delius, “Serving Mathematics in a distributed e-learning environment, Final Report,” University of York, 24 May 2005 Georgetown University It is the process! Unique Service Delivery • The Student Advisor • Drop in / Clinic provision • Reciprocal relationship with other support services Listen to Rachel Edwards Educause 2006 interview podcast “The Learning Grid: 21st Century Learning,” Planning and Designing Technology-rich Learning Spaces, 17 July 2006 Increasing participation some unintended consequences Georgetown University UK commitment The UK government is committed to increasing the participation rate in college and university education. Some US/UK differences Georgetown University U.K. Full-time students working Average hours per week Degree completion Alternate full-time and part-time 25 or older U.S. 46% 73% 11 21 82% 66% 3% 34% 18% 27% Thomas Weko, Higher Education Policy Institute, Oxford, March 2004 Percent Graduating from Tertiary-Type A Education (2000) 40% 35% Percent Graduating Georgetown University College and university graduates 30% 25% 20% 15% 10% 5% 0% United Kingdom New Zealand Australia United States Japan Sweden Canada “International Comparisons,” U.S. Department of Education, May 2003 Hours Worked per Week 40 35 Hours per Week Georgetown University The working participant 30 25 20 15 10 5 0 U.K. U.S. Base Additional Barriers to success Georgetown University • Inadequate high school preparation • Limited financial resources • Constrained Time (schedule) • Constrained Location • Diverse learning styles Participation and unit costs 70% $30,000 60% $25,000 50% Participation Georgetown University Participation and Cost $20,000 40% $15,000 30% $10,000 20% Participation Rate Cost per FTE student 10% 0% $5,000 $0 1960 1970 1980 1990 2000 Based on U.S. Department of Eduction reports and projections; costs in 2005 constant dollars.. Cost per FTE Student $60,000 Cost per FTE Student Georgetown University Cost of additional participants $50,000 $40,000 $30,000 $20,000 $10,000 $0 1990 53.8% 2005 65.1% 2005 Base 2005 Added 53.8% 11.3% In 2005 constant U.S. dollars An American Perspective: The Challenges of Student Access and Student Success Tuition and Required Fees Public Universities 45% 40% 35% Tuition public universities Consumer price index Percent change Georgetown University The public perception 30% 25% 20% 15% 10% 5% 0% 1999-2000 2000-2001 2001-2002 2002-2003 2003-2004 Digest of Education Statistics 2004, NCES The student’s perspective Georgetown University “The explosion of knowledge” Bonds Stocks Derivatives Hedging Commercial Paper Loans Bonds Stocks 1962 2002 Finance Course, UCLA Anderson School of Management Estimated Changes in Productivity U.S. Public Colleges and Universities 20% FTE Student, Public 4 15% FTE Student, Public 2 Cumulative Change Georgetown University The government’s view 10% U.S. Non-farm Business 5% 0% -5% -10% -15% Adjusted for inflation using the CPI -20% 99-00 00-01 01-02 02-03 03-04 04-05 The new reality 16% Enrollment State Appropriations 12% Five Year Change Georgetown University Funding U.S. Public Higher Education Students 8% Funding Funding Gap Gap 4% 0% -4% Appropriations adjusted for inflation -8% 99-00 00-01 01-02 02-03 03-04 04-05 State Fiscal Conditions and Higher Education Funding, ASCU, Aug 2004 Georgetown University Since 1972 (1) Then Education is a “public good” and should be financed by the government. Now A student benefits from education and therefore should pay for it Student loan industry was created Student price response 3.3 to 8.8% per US$1,000 (1990) Georgetown University Purpose of higher education • “[In the U.S.] A college education is principally, if not solely, an investment in personal advancement.” • “… universities [in the U.S.] are shaped almost exclusively by the wants of students seeking educational credentials and business and governmental agencies seeking research outcomes.” Zemsky, Wegner, and Massy, 2005 Since 1972 (2) Georgetown University Then Universities should only admit students who are capable of succeeding Now Universities are responsible for the success of any student who has completed high school or its equivalent Although the proportion of high school graduates who go on to college has risen substantially in recent decades, the college completion rate has failed to improve at anywhere near the same pace. Spellings Report September 2006 The Role of Education Technology Georgetown University eLearning, what we know • From current experience, improved learning especially for the less prepared • Student preferences (in order) • Blended/Hybrid • Totally online • Traditional classroom • “Common course redesign can lead to 40 percent savings in direct instructional costs of those courses— 16% of total instructional costs or 8% increase in productivity.” Graves “Order the Change, and Change the Order,” November 2004 Differences in learning rates Time to Course Completion 40 200 160 Calendar Days Connect Time Poly. (Calendar Days) 35 30 140 120 25 100 20 80 15 60 10 40 5 20 0 0% Hours of Terminal Time 180 Number of Calendar days Georgetown University Algebra 2 and Pre-calculus 25% 50% 75% 0 100% Sillinger and Suppes, 1999 Georgetown University The future of higher education An assertion: Because of the diverse student population, higher education must develop “mass customization” of teaching and learning appropriate for each individual specific student. Georgetown University Marin Dougiamas on technology Martin Dougiamas at the February 2006 MoodleMoot Savannah Georgetown University Research “Future implementation” “The Personal Learning and Research Environment (PLRE) Working Group recommended further development of such an environment. The conference participants were aware this is a research project and further development and deployment of learning systems should be continued.” Jim Farmer “Notes from the JISC/CETIS Conference, 15-16 November 2005, Harriot-Watts University, Edinburgh, Scotland,” 21 November 2005 Some alternatives Georgetown University The “model” is broken Schools of Education Government “management” Developers Education Technologists Faculty Students Should CETIS create the broken links? Georgetown University JISC Priorities Should JISC change its priorities? Yes, but it will be difficult. James [Dalziel] said the past policy had been to “let a thousand flowers bloom.” But with successful projects and an experienced research base, JISC could now be more selective and more focused. … to achieve the immediate goals of functionality and interoperability selecting key projects and insisting on the use of the e-Learning Framework will be important. Justin E. Tilton “Notes from the ‘E-Learning Tools, Standards, and Systems Conference,’ Oxford, UK, 4-5 November 2004. Georgetown University Related opportunities • In conjunction with open courseware, develop implement a “cartridge” specification to achieve critical mass. Save publishers from themselves. • “Engineer” learning based on feedback from the use of eLearning systems. Assess prescribe deliver Georgetown University Suggestions • Focus on the relationship between pedagogy and eLearning. (Role for Schools of Education) • For funding foundations and agencies: • Only fund development of services or functions unique to higher education. • Shift from funding development to funding pilot integration and implementation • Document, promote the successful Georgetown University Suggestions for JISC/CETIS • Involve Schools of Higher Education in the development of priorities. • Require proposals, where possible, to estimate the availability of the proposed technology for broad implementation and the value to the community. • Review prior work for technology that could be extended or integrated for implementation. Georgetown University Oleg Liber, CETIS • … we should focus on the “immediate future.” JISC/CETIS Conference, 14 November 2006 The end jxf@immagic.com jxf@Georgetown.edu Based on a presentation by Justin E. Tilton, eLearning 2006, 12 February 2006 Georgetown University Permissions The presentation itself can be reproduced and redistributed provided there are no changes made to the content. Supplementary material Student Perspectives The higher education web world Georgetown University Research Library Administration Instruction Actual screen shots of production applications, Justin E. Tilton, 2003 Georgetown University Students expectations shaped by... • [In the U.S.] Their experience applying for admissions and financial aid • Their use of financial services portals • Their use of the Internet • Their life in a “real-time, information rich” environment. Be prepared: 94% of Internet-using (78%) youths age 12-17 use the Internet for school research, 71% say it is the major source for their school projects and reports, 58% use a school or class Website, 17% have created a Webpage for school, 74% use Instant Messaging. Pew Internet, August 2002 Georgetown University Students now expect... • Customer service 24 hours a day, 7 days a week • Complete information from a single source • Information by Web, e-mail, telephone, facsimile, and wireless devices • response time of 15 seconds for telephone, 10 seconds for Web, and 2 hours for e-mail and facsimile • access to a complete customer history Students prefer Georgetown University • A portal • Single sign-on even if that means revealing personal logons and passwords [aggregation/credential caching] • Selection of content [portlets] and layout [user profile] • Common portlet navigation and icons [consistent look & feel] Serving students Georgetown University Mode of Service Web chat Per interaction $7.50 Telephone chat 4.50 E-mail 2.50 Telephone self-service 1.85 Web self-service 0.65 Gartner/Avaya, CFO Jan 2005 eLearning: some results Georgetown University Rio Salado College and Plato Math • Using commercially developed Interactive Mathematics Rio Salado offered four courses with one instructor. • The number of students in a section increased from 35 to 100. • A course assistant was added to help with course management, freeing the instructor to focus on student learning. Academic Systems Inc. Profile, October 2002 Georgetown University Northern Oklahoma College • Using Interactive Mathematics, the pass rate for Elementary Algebra increased from 45% to more than 70%. • Sixty percent of the incoming students at Northern Oklahoma College are deficient in mathematics. • “Students are passing math and staying in school,” Debbie Quirey said. “75 percent of our students who take one or more developmental math classes go on to pass college algebra.” Plato Implementation Story, April 2004 Georgetown University Student motivation to learn • “Quirey and others in the department attribute the success to students being able to review the Interactive Mathematics instructional module over and over again until they understand it.” • Plato Implementation Story, April 2004 • “According to instructors, students using Interactive Mathematics reported that they tended to go back and review the software’s instruction more often than ask questions of the instructor or ask for help from tutors.” Thomas Coe, Mathematics Department Chair, Rio Salado College Academic Systems Profile, October 2002 Georgetown University Student willingness to learn • Students can accelerate their learning and finish more than one course level per term. • “I have had up to 10 percent of my students complete two courses in a single semester. A few have even completed three courses.” Kim Brown, Mathematics Department Chair, Tarrant County College Plato Implementation Story, April 2004 Georgetown University Types of e-Learning Portion of Content Delivered Online Type of Course 0% Traditional 1 to 29% Web Facilitated 30-69% Blended./Hybrid 80+% Online Typical Description Course with no online technology used content is delivered in writing or orally. Course which uses web-based technology to facilitate what is essentially a face-to-face couse. Uses a course management system (CMS) or web pages to post the syllabus and assignments, for example. Course that blends online and face-to-face delivery. Substantial proportion of the content is delivered online, typically uses online discussions, typically has some fact-to-face meetings. A course where most of the content is delived online. Typically has no face-to-face meetings. Seizing the Opportunity: The Quality and Extent of Online Education in the United States, 2002 and 2003, Sloan Consortium, Sep 2003 Georgetown University Content and teaching Traditional Classroom Content delivery none or linear Blended Learning sequenced text, images, audio, video Learning Environment 2015 adaptive text, images, audio, video instructional design and multimedia specialists Content format text, images Content source faculty faculty + support e-mail, forums e-mail, chat, forums, Wiki Collaboration Learning station Web browser Web browser with plug-ins e-mail, chat, forums, Wiki, audio and video conferencing Web browser with plugins, personal learning environment for some courses Learning support Georgetown University Traditional Classroom Blended Learning Learning Environment 2015 Course content, repositories, remedial learning objects Lecture or review, online video-enhanced office hours Library On-line catalog On-line repository (JSTOR + ArtStor) Faculty role Lecture, office hours Lecture or review, online office hours Academic support Teaching assistants Teaching assistants, help desk, assessment center Tutors, help desk Interim grades Continuous assessment of mastery, learning styles, and effort Progress monitoring Interim grades Georgetown University Content development Process Traditional Classroom Blended Learning Faculty choice Faculty choice + multimedia development Scope of content Faculty defined Faculty defined Assessments Faculty authored Faculty authored Reuse None or limited None or limited Learning Environment 2015 Specialized course development roles and software, multimedia production facilities Interinstitutionally defined learning objectives (transfer) Assessment specialist authors Published and open learning objects and media objects Students learn at different rates 250 25 200 20 150 15 100 10 Calendar Days Connect Time Log. (Calendar Days) 50 5 0 Computer Connect Hours Calendar Days Georgetown University Time to Course Completion 0 0 25 50 75 100 Percentage of Students Sillinger and Suppes, 1999 Distribution of Time of a Session Algebra 2 25% Percentage of Students Georgetown University Students work differently 20% 15% 10% 5% 0% 1 2 3 4 5 6 7 8 9 10 11 Number of Hours per Session 12 13 14 15 16 Georgetown University Characteristics of eLearning success Institution Open University (UK) Rio Salado College University of Phoenix Coastline College University of Lubeck Content Authoring Call Center Central Central Central Central Central 24/7 18/7 18/7 14/7 Transfer Quality Assurance Limited Arizona Local California EU 3-factor 3-factor 3-factor 3-factor 3-factor Relative cost Lower Lower Lower The three factors of quality assurance are content and instructor based on student performance and, separately, student course satisfaction. See also the U.K. student survey ranking instruction using 19 questions. Georgetown University Accommodating student needs Early work by Pat Suppes has demonstrated that students have different learning styles, which he represented as “trajectories” of learning based on when different students mastered course content. The flexibility of eLearning suggest opportunities to transform classical “term-based” learning. A B C D F Course Grade Content Mastery Georgetown University Learning trajectories Time End of Scheduled Term Based on the work of Pat Suppes at Stanford University A B C D F Course Grade Content Mastery Georgetown University Quick learner Time End of Scheduled Term Boredom vs. supplementary course content? Monitoring tools can quickly identify students that are at risk A B C D F Course Grade Content Mastery Georgetown University Early intervention Time End of Scheduled Term Unforeseen events resulting in inactivity A B C D F Course Grade Content Mastery Georgetown University Unexpected externality Time End of Scheduled Term Immutable time constraints limit a capable student A B C D F Course Grade Content Mastery Georgetown University Success or failure? Time End of Scheduled Term Georgetown University Types of e-Learning Portion Online 0% 1 to 29% 30 to 79% 80+% Type of Course Traditional Web Facilitated Blended/Hybrid Online Seizing the Opportunity: The Quality and Extent of Online Education in the United States, 2002 and 2003, Sloan Consortium, Sep 2003 Hours per week to achieve content mastery Georgetown University Student effort 12 9 6 3 0 Lecture/Discussion 3h 2h 1h Blended Collaboration Method of instruction Tutorial The emerging learning environment Cost of Course Content per Student for various levels of Course Development costs $1,000 US$6,000 US$37,500 US$120,000 US$1,000,000 $800 Cost per student Georgetown University Investing in courseware $600 $400 $200 $0 10 100 1,000 Class size, 3-year, 6-term course life 10,000 “Engineered courses” Georgetown University Lübeck University of Applied Sciences • Learning objectives (using EU transfer course objectives) • Contract author only for draft text and media suggestions • Development Manager • Instructional design • Media development • Assessment authoring In separate units Academic services Georgetown University Lübeck University of Applied Sciences • Technical support (separate from faculty) • Tutor • Domain competence • Native language of the student regardless of the language of the course • Selected for ability to communicate • Academic Services Support System (see also University of Oxford and Open University UK) The technology Some alternatives Where the money goes now U.S. Public Universities 12% Cumulative Change Georgetown University Change in Distribution of Expenditures 8% 4% Instruction Research Public Service Library Student Services Administration Plant 0% -4% -8% 1991-1992 1996-1997 2001-2002 What does it cost? Georgetown University Instructional Cost per Full-Time Equivalent U.S. 4-year Colleges and Universities $14,000 HEPI Adjusted Cost $12,000 $10,000 Cost per FTE Undergraduate Tuition and Fees Graduate Tuition $8,000 $6,000 $4,000 $2,000 $0 1976-77 1981-82 1986-87 1991-92 1996-97 2001-02 Georgetown University Use of eLearning • “We did not hear that colleges looked to distance learning as a common strategy to help accommodate students and minimize loss of access. We do want to point out that one college that serves a large portion of its students through distance learning did find it economical to increase this portion. … with the infrastructures already in place, they could accommodate additional students in these programs more easily than in classrooms.” Ensuring Access with Quality to California’s Community Colleges, May 2004 The emerging learning environment Georgetown University Observations Based on observations by Bryan Williams, remote-learning.net, in supporting Moodle services. • Students will continue learning if the eLearning resources are available. • Quick learners will go beyond the scope of a course if materials are available. • Those slow to learn or interruptions to their learning will succeed if given additional time. Georgetown University Basis for projections • Twenty minutes of eLearning “drill and practice” time is equivalent to sixty minutes in a traditional classroom. • Students are expected to spend three hours in study for each hour in lecture. • Collaboration time differs sharply depending upon the characteristics of the group. • Tutorials take additional time because of the interest and focus of the student (and achieve more than expected “course mastery.” The emerging “market” for eLearning Georgetown University Proposed open /closed courseware Study hours Tutors Tech support Examination Certification Pedagogy Peer group Forums Open Courseware Learning Object 16 - 32 No No Personal guidance No Yes Informal Courseware 120 - 240 Yes Yes As required Yes Yes Enrolled students By subject By course Proposed, Open University of the Netherlands, Feb 2006 Georgetown University Expected results • “Learning on demand” in chunks (at no cost to the student) • Incentive to either • Subscribe to tutorial support • Participate as a student • Seek “certification” by examination paying current tuition • Increase value of “brand” and gain course enrollments Learning technology Summary of trends Georgetown University • Professional specialists • Move process control from faculty to learning designers (and learning systems) • Mergers or consortia to achieve economies of scale • Public pressures to improve cost/benefit • More granular content, more flexibility in schedule, multi-format learning materials Georgetown University Barriers to success • Change in culture from faculty-centered instruction to student learning • Change in organization form – functional organization • Acceptance of increased “automation” • Development of feedback to achieve adaptive leaving activities • Adoption of standard learning objectives for many undergraduate courses. To be successful Georgetown University • Content interoperability is imperative • New consortium-developed or commercial software with new functions and new architecture • Open standards are required to reduce IT maintenance costs • Specialization will require retraining current staff Collaboration is key to lower unit costs Georgetown University Transformation is feasible • eLearning has produced an experienced and knowledgeable cadre (many attending eLearning 2006). • Increased effectiveness and reduced costs have been broadly demonstrated. • All needed information and education technologies have been developed and are being used somewhere. Georgetown University The “model” is broken Schools of Education Government “management” Developers Education Technologists Faculty Students Should CETIS create the broken links?