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Apereo Foundation | Learning Analytics
Ian Dolphin, Apereo Foundation | Ja-Sakai Conference | March 2015 | Tokyo
Agenda
Why open source for higher education?
What is Apereo?
Apereo Learning Analytics Initiative
Photo by opensourceway - Creative Commons Attribution-ShareAlike License http://www.flickr.com/photos/47691521@N07 Created with Haiku Deck
Why open source software for
higher education?
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility: Software that meets a need
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility: Software that meets a need
Innovation
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility
Innovation
85%
15%
Utility
Innovation
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility
Innovation
Customization
Utility
Innovation
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility
Innovation
Customization
Contribution
Utility
Innovation
Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck
Utility
Innovation
Customization
Sustainability
Contribution
Contribution is critical
… and not just code …
Photo by USDAgov - Creative Commons Attribution License http://www.flickr.com/photos/41284017@N08 Created with Haiku Deck
What is the
Apereo Foundation?
Apereo is …
• A not-for-profit registered in New Jersey
• A membership organisation
• A network of institutions & communities
Mission
The core mission of the Apereo
Foundation is to assist and facilitate
educational organizations which
“collaborate to foster, develop, and
sustain open technologies and
innovation to support learning, teaching,
and research."
Foundation Provides …
• A deliberately minimal set of services
• Manage licensing and intellectual property
• Accounting
• Events
• Programmes;
• Fellows, Teaching with Sakai Innovation Award
• Infrastructure (technical + community)
• Routes to pooled expertise and guidance
Subsidiarity Principle
“Apereo does not attempt to
provide what projects or
institutions can better
provide themselves”
Photo by GustavoG - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/80122196@N00 Created with Haiku Deck
Communities …
• Software Communities
• Communities of Interest
• Karuta
• EDExchange
• CAS
• Bedework
• Open Academic Environment
• Sakai
• Student Success Plan
• uPortal
• uMobile
• Opencast
• UniTime
• Xerte
Incubating… Sponsored …
Software Communities …
Photo by michael.heiss - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/15748454@N00 Created with Haiku Deck
Communities of Interest
• Thematic -
• “Teaching and Learning”
• “ePortfolio”
• “Learning Analytics Initiative”
• Explore work/ideas around common theme
• One of the nurseries for our incubation process
Photo by thefoxling - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/37624835@N03 Created with Haiku Deck
Incubation
• Software: from innovation to sustainability
• Structured process
• Guided by community mentors
• Results in exit by graduation … or not
… not graduating is not a failure
Photo by jairoagua - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/31065898@N08 Created with Haiku Deck
Networks & Partnerships
Apereo will not realise its mission alone …
… or by simple linear growth

Regional partnerships: ESUP-Portail (Fr)

Thematic partnerships: InCommon, SoLAR
Apereo Foundation
Learning Analytics Initiative
Photo by giulia.forsythe - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/59217476@N00 Created with Haiku Deck
Context & Landscape
• Higher education: post war transformation
• Did practice keep pace with change?
• Increased student numbers + diversity
= impact on retention?
• Technology-driven“answers”
• CBT, Courseware, eLearning, LMS/VLE, MOOCs …
Business Analytics
Business analytics (BA) refers to the skills, technologies,
practices for continuous iterative exploration and
investigation of past business performance to gain
insight and drive business planning.[1] Business
analytics focuses on developing new insights and
understanding of business performance based on data
and statistical methods.
https://en.wikipedia.org/wiki/Business_analytics
Learning Analytics?
Academic Analytics Learning Analytics
A process for providing higher
education institutions with the data
necessary to support operational and
financial decision making*
The use of analytic techniques to help
target instructional, curricular, and
support resources to support the
achievement of specific learning goals*
Focused on the business of the
institution
Focused on the student and their
learning behaviors
Management/executives are the
primary audience
Learners and instructors are the primary
audience
* - Analytics in Higher Education: Establishing a Common Language
Adaptive Learning &
Cognitive Tutoring
Data
Visualization
Academic Early
Alert Systems
Student Advising &
Recommendations
Reporting Data
• Summarize historical data
Analyzing Trends
• Identify historical trends and correlations
Predictive Analytics
• Predict future outcomes and behaviour
Institutional Journey
OAAI Project - Marist College
Student Aptitude Data 

(SATs, current GPA, etc.)
Student Demographic Data
(Age, gender, etc.)
Sakai Event Log Data
Sakai Gradebook Data
Predictive
Model

Scoring
Identifies
students“at
risk”to not
complete
course
SISDataLMSData
OAAI Early Alert System Overview
Intervention Deployed
“Awareness”or Online
Academic Support
Environment (OASE)
Model Developed

Using Historical Data
Step #1: Developed model
using historical data Academic Alert 

Report (AAR)
OAAI Impact
• Statistically significant positive impact on final grades
• Across student population (including low income)
• Models proved portable - reference group of institutions
• Staff feedback -
“I became more vigilant about reaching
out to individual students”
“I received the highest volume of
unsolicited positive feedback”
Sharing open models and
algorithms is critical to
institutional learning
Strategic Vision -
Open Learning Analytics Platform
Collection
based data capture from any
potential source using
Experience API and/or IMS
Caliper/Sensor API
Storage
for all learning-related data
using Learning Record Store
(LRS) standard.
Analysis
Analytics Processor (LAP) that
can handle data mining, data
processing (ETL), predictive
model scoring and reporting.
Communication
Dashboard technology for
displaying LAP output.
Action
fed into other systems to
trigger alerts, etc.
Learning Record
Storage
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning
Activities
Collection
Strategic Vision -
Open Learning Analytics Platform
Collection
based data capture from any
potential source using
Experience API and/or IMS
Caliper/Sensor API
Storage
for all learning-related data
using Learning Record Store
(LRS) standard.
Analysis
Analytics Processor (LAP) that
can handle data mining, data
processing (ETL), predictive
model scoring and reporting.
Communication
Dashboard technology for
displaying LAP output.
Action
fed into other systems to
trigger alerts, etc.
Learning Record
Storage
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning
Activities
Collection
Administrative
Systems
Learning
Delivery
Strategic Vision -
Open Learning Analytics Platform
Collection
based data capture from any
potential source using
Experience API and/or IMS
Caliper/Sensor API
Storage
for all learning-related data
using Learning Record Store
(LRS) standard.
Analysis
Analytics Processor (LAP) that
can handle data mining, data
processing (ETL), predictive
model scoring and reporting.
Communication
Dashboard technology for
displaying LAP output.
Action
fed into other systems to
trigger alerts, etc.
Learning Record
Storage
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning
Activities
Collection
Administrative
Systems
Learning
Delivery
LRS
LAPDashboards etc
SSP + Systemsn
Current state …
• Data Collection: xAPI integrated with Sakai, Apereo OAE, Larissa,
OpenLRS. IMS Calliper exploration when mature
• Learning Record Store (LRS): Two reference implementations -
OpenLRS (Unicon, USUHS) Larissa (UvA)
• Learning Analytics Processor (LAP): Reference implementation of
API (Unicon/Marist)
• Open Dashboard: Reference implementation (Unicon/USUHS).
IMS LTI compliant - embed in many systems
• Student Success Plan: Case Management - Graduated incubation,
growing number of adoptions
Seven Strategic Issues
(not the only seven ….)
1. Data: from where? 

SIS? LMS/VLE? Library? eResources? Others?
2. Systems open enough to extract required data?
3. Institutional governance?
4. Committed institutional leadership?
5. Application centric vs Platform approach?
6. Ethics and Privacy: 

cultural and legal concerns in globalized environment
Willingness and ability
to share?
7
Futures
• Move elements of platform into incubation
• Encourage use, experimentation, adoption
• Encourage resource commitment
• Encourage regional exchanges
• Networking: JISC Analytics, SoLAR. SURF, MINES ??
• Participate
Introducing Apereo and the Apereo Learning Analytics Initiative
More information on Apereo: ian.dolphin@apereo.org
On the Analytics Initiative: A.M.Berg@uva.nl

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Introducing Apereo and the Apereo Learning Analytics Initiative

  • 1. Apereo Foundation | Learning Analytics Ian Dolphin, Apereo Foundation | Ja-Sakai Conference | March 2015 | Tokyo
  • 2. Agenda Why open source for higher education? What is Apereo? Apereo Learning Analytics Initiative
  • 3. Photo by opensourceway - Creative Commons Attribution-ShareAlike License http://www.flickr.com/photos/47691521@N07 Created with Haiku Deck Why open source software for higher education?
  • 4. Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility: Software that meets a need
  • 5. Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility: Software that meets a need Innovation
  • 6. Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility Innovation 85% 15%
  • 7. Utility Innovation Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility Innovation Customization
  • 8. Utility Innovation Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility Innovation Customization Contribution
  • 9. Utility Innovation Photo by blprnt_van - Creative Commons Attribution License http://www.flickr.com/photos/55772089@N00 Created with Haiku Deck Utility Innovation Customization Sustainability Contribution
  • 10. Contribution is critical … and not just code …
  • 11. Photo by USDAgov - Creative Commons Attribution License http://www.flickr.com/photos/41284017@N08 Created with Haiku Deck What is the Apereo Foundation?
  • 12. Apereo is … • A not-for-profit registered in New Jersey • A membership organisation • A network of institutions & communities
  • 13. Mission The core mission of the Apereo Foundation is to assist and facilitate educational organizations which “collaborate to foster, develop, and sustain open technologies and innovation to support learning, teaching, and research."
  • 14. Foundation Provides … • A deliberately minimal set of services • Manage licensing and intellectual property • Accounting • Events • Programmes; • Fellows, Teaching with Sakai Innovation Award • Infrastructure (technical + community) • Routes to pooled expertise and guidance
  • 15. Subsidiarity Principle “Apereo does not attempt to provide what projects or institutions can better provide themselves”
  • 16. Photo by GustavoG - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/80122196@N00 Created with Haiku Deck Communities … • Software Communities • Communities of Interest
  • 17. • Karuta • EDExchange • CAS • Bedework • Open Academic Environment • Sakai • Student Success Plan • uPortal • uMobile • Opencast • UniTime • Xerte Incubating… Sponsored … Software Communities …
  • 18. Photo by michael.heiss - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/15748454@N00 Created with Haiku Deck Communities of Interest • Thematic - • “Teaching and Learning” • “ePortfolio” • “Learning Analytics Initiative” • Explore work/ideas around common theme • One of the nurseries for our incubation process
  • 19. Photo by thefoxling - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/37624835@N03 Created with Haiku Deck Incubation • Software: from innovation to sustainability • Structured process • Guided by community mentors • Results in exit by graduation … or not … not graduating is not a failure
  • 20. Photo by jairoagua - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/31065898@N08 Created with Haiku Deck Networks & Partnerships Apereo will not realise its mission alone … … or by simple linear growth
 Regional partnerships: ESUP-Portail (Fr)
 Thematic partnerships: InCommon, SoLAR
  • 22. Photo by giulia.forsythe - Creative Commons Attribution-NonCommercial-ShareAlike License http://www.flickr.com/photos/59217476@N00 Created with Haiku Deck
  • 23. Context & Landscape • Higher education: post war transformation • Did practice keep pace with change? • Increased student numbers + diversity = impact on retention? • Technology-driven“answers” • CBT, Courseware, eLearning, LMS/VLE, MOOCs …
  • 24. Business Analytics Business analytics (BA) refers to the skills, technologies, practices for continuous iterative exploration and investigation of past business performance to gain insight and drive business planning.[1] Business analytics focuses on developing new insights and understanding of business performance based on data and statistical methods. https://en.wikipedia.org/wiki/Business_analytics
  • 25. Learning Analytics? Academic Analytics Learning Analytics A process for providing higher education institutions with the data necessary to support operational and financial decision making* The use of analytic techniques to help target instructional, curricular, and support resources to support the achievement of specific learning goals* Focused on the business of the institution Focused on the student and their learning behaviors Management/executives are the primary audience Learners and instructors are the primary audience * - Analytics in Higher Education: Establishing a Common Language
  • 26. Adaptive Learning & Cognitive Tutoring Data Visualization Academic Early Alert Systems Student Advising & Recommendations
  • 27. Reporting Data • Summarize historical data Analyzing Trends • Identify historical trends and correlations Predictive Analytics • Predict future outcomes and behaviour Institutional Journey
  • 28. OAAI Project - Marist College Student Aptitude Data 
 (SATs, current GPA, etc.) Student Demographic Data (Age, gender, etc.) Sakai Event Log Data Sakai Gradebook Data Predictive Model
 Scoring Identifies students“at risk”to not complete course SISDataLMSData OAAI Early Alert System Overview Intervention Deployed “Awareness”or Online Academic Support Environment (OASE) Model Developed
 Using Historical Data Step #1: Developed model using historical data Academic Alert 
 Report (AAR)
  • 29. OAAI Impact • Statistically significant positive impact on final grades • Across student population (including low income) • Models proved portable - reference group of institutions • Staff feedback - “I became more vigilant about reaching out to individual students” “I received the highest volume of unsolicited positive feedback”
  • 30. Sharing open models and algorithms is critical to institutional learning
  • 31. Strategic Vision - Open Learning Analytics Platform Collection based data capture from any potential source using Experience API and/or IMS Caliper/Sensor API Storage for all learning-related data using Learning Record Store (LRS) standard. Analysis Analytics Processor (LAP) that can handle data mining, data processing (ETL), predictive model scoring and reporting. Communication Dashboard technology for displaying LAP output. Action fed into other systems to trigger alerts, etc. Learning Record Storage Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Activities Collection
  • 32. Strategic Vision - Open Learning Analytics Platform Collection based data capture from any potential source using Experience API and/or IMS Caliper/Sensor API Storage for all learning-related data using Learning Record Store (LRS) standard. Analysis Analytics Processor (LAP) that can handle data mining, data processing (ETL), predictive model scoring and reporting. Communication Dashboard technology for displaying LAP output. Action fed into other systems to trigger alerts, etc. Learning Record Storage Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Activities Collection Administrative Systems Learning Delivery
  • 33. Strategic Vision - Open Learning Analytics Platform Collection based data capture from any potential source using Experience API and/or IMS Caliper/Sensor API Storage for all learning-related data using Learning Record Store (LRS) standard. Analysis Analytics Processor (LAP) that can handle data mining, data processing (ETL), predictive model scoring and reporting. Communication Dashboard technology for displaying LAP output. Action fed into other systems to trigger alerts, etc. Learning Record Storage Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Activities Collection Administrative Systems Learning Delivery LRS LAPDashboards etc SSP + Systemsn
  • 34. Current state … • Data Collection: xAPI integrated with Sakai, Apereo OAE, Larissa, OpenLRS. IMS Calliper exploration when mature • Learning Record Store (LRS): Two reference implementations - OpenLRS (Unicon, USUHS) Larissa (UvA) • Learning Analytics Processor (LAP): Reference implementation of API (Unicon/Marist) • Open Dashboard: Reference implementation (Unicon/USUHS). IMS LTI compliant - embed in many systems • Student Success Plan: Case Management - Graduated incubation, growing number of adoptions
  • 35. Seven Strategic Issues (not the only seven ….) 1. Data: from where? 
 SIS? LMS/VLE? Library? eResources? Others? 2. Systems open enough to extract required data? 3. Institutional governance? 4. Committed institutional leadership? 5. Application centric vs Platform approach? 6. Ethics and Privacy: 
 cultural and legal concerns in globalized environment
  • 37. Futures • Move elements of platform into incubation • Encourage use, experimentation, adoption • Encourage resource commitment • Encourage regional exchanges • Networking: JISC Analytics, SoLAR. SURF, MINES ?? • Participate
  • 39. More information on Apereo: ian.dolphin@apereo.org On the Analytics Initiative: A.M.Berg@uva.nl