The State of OpenSource in Higher Education:Time for aReality Check?June 2006: The State of Open Source in Higher Education:Time for a Reality Check? June 2006 Rob Abel CEO, IMS Global Learning Consortium office: +1.407.792.4164 mobile: +1.407.687.7255 skype: rob_abel rabel@imsglobal.org http://www.imsglobal.org/


“It is not the strongest species that survive, nor the most intelligent, but the ones who are most responsive to change” - Charles Darwin: 'It is not the strongest species that survive, nor the most intelligent, but the ones who are most responsive to change' - Charles Darwin


Who Will Win?: Who Will Win? Traditional Commercial Applications Open Source Applications Community Source Applications Higher Education Enterprise Software Applications


Open Source Workshop: Open Source Workshop Special Workshop (Thursday, 22 June) Integrating Open Source, Commercial, and In-House Solutions to Deliver Online Learning Solutions Workshop Themes: * How integration can happen. * How standards support an integrated approach. * Relevant IMS specifications. * Typical customer requirements. * Making fit for purpose choices. * Real user case studies. 10:00 - 10:10 Introduction * Joel Greenberg, Chair of EIN, Director of Strategic Development Learning andamp; Teaching Solutions, The Open University 10:10 - 10:40 The Vendor View: * Microsoft - Chris Moffatt, Senior Program Manager, Education Products Group, Microsoft * Blackboard/WebCT - Chris Vento, Senior Vice President - Technology andamp; Product Development, Blackboard * Angel Learning - Ray Henderson, Chief Products Officer, Angel Learning 10:40 - 11:00 The Open Source View: * Moodle - Martin Dougiamas, Moodle Founder and Lead Developer, Executive Director of Moodle Pty Ltd * Sakai - Charles Severance, Sakai Foundation Board Member, Chief Architect, University of Michigan 11:15 - 11:35 The User View: * The Open University - Jason Cole, Product Development Manager, Learning and Teaching Solutions, The Open University * The University of Wisconsin - Dirk Herr- Hoymann, eLearning System Architect, University of Wisconsin-Madison, DoIT 11:35 - 1:30 Developing User Guidelines Agreeing on on-going collaborative activities 1:30 Workshop Closes


Summit Panel: Summit Panel Wednesday, 21 June Open Source: Win-Lose, Win-Win, or Lose-Lose for the Learning Industry? New open source applications in the learning market have been explored with great interest as a potential way to provide the education industry with the customization, control, and stability. Hear about new research on the adoption of open source in higher education and join the debate on what business issues open source addresses and whether it is a positive or negative influence on the learning industry. Chris Vento, Senior Vice President Technology andamp; Product Development, Blackboard Chris Moffatt, Senior Program Manager, Teaching andamp; Learning Technologies Team, Microsoft Joel Greenberg, Ph.D., Director of Strategic Development Learning andamp; Teaching Solutions, The Open University Mike King, Director, Market Development, IBM Education Industry Brad Wheeler, Ph.D., Indiana University Chief Information Officer andamp; Indiana University-Bloomington Dean of IT, IU Moderator: Rob Abel, CEO, IMS Global Learning Consortium, Inc.


Collaborative Research*: Collaborative Research* Online Learning Open Source Digital Content Vendor Satisfaction *Join IMS LILF to subscribe


Open Source Research: Open Source Research Phase One: 'State Of' Phase Two: 'Best Practices' Today Select approx. 20 Help wanted!!!


Agenda: Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected


Survey Results Agenda: Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?


Survey Background: Survey Background Conducted Fall and early Winter 2005-6 Respondents were CIOs or others claiming responsibility for evaluating open source products Sought to target all levels of engagement in open source (including none) Took a broad view - including open source-enabled products - Luminis, Academus Sought to target all types of institutions U.S. focused, but did not exclude outside U.S. 195 completed surveys, 30 partially completed 15 minutes average time to completion


Survey Sponsors: Survey Sponsors Sun Microsystems Sungard SCT Unicon Alliance for Higher Education Competitiveness


Survey is Reopened: Survey is Reopened A rolling open survey with periodic report outs Participants receive the report We will notify you when its been 12 months since your last completion Click on link under 'participate' at: http://www.a-hec.org/open_source_state.html


Survey Branching: Survey Branching Distinguished between infrastructure and application Looked at five levels of interest: not seriously considered yet, implemented, chosen, considered or considering, rejected.


Survey Results Agenda: Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?


Discussion Topic: Discussion Topic Issue #1- What level of penetration of open source applications constitutes success? How will community source know when it has succeeded? What are the successes so far? What is the proof?


Estimated Penetration: Estimated Penetration 60% definite, 10% in consideration 6% rejected, 24% not considered yet


Estimated Penetration: Estimated Penetration 42% definite, 16% in consideration 8% rejected, 34% not considered yet


Estimated Penetration: Estimated Penetration Portal (15-24%), CMS (9-15%), Desktop office applications (6-12%), ePortfolio (2-4%)


Estimated Penetration: Estimated Penetration


Estimated Penetration: Estimated Penetration


Survey Results Agenda: Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?


Some Data Points: Some Data Points Blackboard market cap: $788 million eCollege market cap: $532 million (one of Forbes 100 hot growth companies) Estimated market value of Sungard Higher Ed: $1.5 billion Datatel, Oracle/Peoplesoft, Jenzabar: $$ Discussion question: How does this compare to the resources of open source and community source initiatives? Discussion question: Do resources matter?


Discussion Topic: Discussion Topic Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Why did Blackboard, WebCT, and eCollege succeed?


Priority of Open Source: Priority of Open Source


Top IT Issues Today: Top IT Issues Today Security and identity management Funding IT Administrative/ERP/information systems Disaster recovery/business continuity Faculty development, support, and training Source: Educause http://www.educause.edu/ir/library/pdf/eqm0622.pdf


TCO Conclusions: TCO Conclusions 56% TCO advantage 7% TCO disadvantage


Outside Influencers: Outside Influencers 30% outside IT influence


Who?: Who? 57% faculty or department leaders 16% institutional leaders


Reasons for Considering: Reasons for Considering Customization Avoid lock-in Unique needs


Survey Results Agenda: Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?


Discussion Topic: Discussion Topic Issue #3- What is the level of expectation regarding open source and is this good or bad? What are the most important expectations that have been created concerning community source? Are these being fulfilled?


Evaluation Factors: Evaluation Factors Most positive: TCO Integration Functionality Security Blockers: Skills Support Maturity


Skills Issues: Skills Issues


Commercial Support: Commercial Support


Perceived Maturity : Perceived Maturity


Successes of Open Source: Successes of Open Source Most: TCO Responsiveness Innovation Satisfaction Functionality


Considering Now . . . : Considering Now . . .


Future Expectations : Future Expectations


Agenda: Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected


Summary Thoughts - 1: Summary Thoughts - 1 Open source applications have clearly emerged as a factor in the higher education market - but, market share for viability is unclear Commercial CMS’s created a strong pull from underserved users that drove an IT decision - can IT drive open source applications? If not who/what will? It’s difficult to see how open source can rival the innovation of commercial products going forward given the focus on cost as the key value proposition (but it is possible)


Summary Thoughts - 2: Summary Thoughts - 2 There is large interest now - especially in CMS - it’s anyone’s guess as to how long this window will remain open (higher ed is a unique market with longer timeframes than normal) A symbiotic relationship between open source and commercial applications seems very possible


Today’s Challenges: Today’s Challenges Integration Provisioning a user Transfer of section information Transfer of grades Content formats Launching tools Learning Impact Greater faculty adoption Social learning support Library access Institutional performance assessment Explicit learning objectives Metaphors and mental models Student progress monitoring


Agenda: Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected


IMS Global LearningConsortium: IMS Global Learning Consortium In service to the community of organizations and individuals enhancing learning worldwide IMS/GLC is a global, nonprofit, member organization that provides leadership in shaping and growing the learning industry through community development of standards, promotion of innovation, and research into best practices


Today’s IMS: Today’s IMS Integration Provisioning a user Transfer of section information Transfer of grades Content formats Launching tools Learning Impact Greater faculty adoption Social learning support Library access Institutional performance assessment Explicit learning objectives Metaphors and mental models Student progress monitoring Development of Standards Research and Dissemination of Best Practices Promotion of Innovation


IMS and the Global Tech IndustryInvesting inLearningInnovation: IMS and the Global Tech Industry Investing in Learning Innovation


IMS and Global EducationLeaders inLearning: IMS and Global Education Leaders in Learning


IMS Open Source Objectives: IMS Open Source Objectives Separate truth from fiction Address efficient return across commercial and grant funding through interoperability standards and projects: create the framework for symbiotic coexistence Research and document best practices Explore the connection between open source and key learning industry challenges


IMS Open Source Actions: IMS Open Source Actions Open source activities at annual conference June 19-22 Moodle, Sakai, Blackboard, Angel, Microsoft, IBM, Open University, etc. New working group on Integrated Learning Architectures partnering with UBC open source SOA group, among others This research - your involvement and support welcome . . .


Participate: Support IMS!: Participate: Support IMS! Join IMS! New Member Levels Available! http://www.imsglobal.org/joinims.html Annual Conference: June 19-22, Hosted by Indiana U: http://www.imsglobal.org/altilab2006/


Open Source Workshop: Open Source Workshop Special Workshop (Thursday, 22 June) Integrating Open Source, Commercial, and In-House Solutions to Deliver Online Learning Solutions Workshop Themes: * How integration can happen. * How standards support an integrated approach. * Relevant IMS specifications. * Typical customer requirements. * Making fit for purpose choices. * Real user case studies. 10:00 - 10:10 Introduction * Joel Greenberg, Chair of EIN, Director of Strategic Development Learning andamp; Teaching Solutions, The Open University 10:10 - 10:40 The Vendor View: * Microsoft - Chris Moffatt, Senior Program Manager, Education Products Group, Microsoft * Blackboard/WebCT - Chris Vento, Senior Vice President - Technology andamp; Product Development, Blackboard * Angel Learning - Ray Henderson, Chief Products Officer, Angel Learning 10:40 - 11:00 The Open Source View: * Moodle - Martin Dougiamas, Moodle Founder and Lead Developer, Executive Director of Moodle Pty Ltd * Sakai - Charles Severance, Sakai Foundation Board Member, Chief Architect, University of Michigan 11:15 - 11:35 The User View: * The Open University - Jason Cole, Product Development Manager, Learning and Teaching Solutions, The Open University * The University of Wisconsin - Dirk Herr- Hoymann, eLearning System Architect, University of Wisconsin-Madison, DoIT 11:35 - 1:30 Developing User Guidelines Agreeing on on-going collaborative activities 1:30 Workshop Closes


Summit Panel: Summit Panel Wednesday, 21 June Open Source: Win-Lose, Win-Win, or Lose-Lose for the Learning Industry? New open source applications in the learning market have been explored with great interest as a potential way to provide the education industry with the customization, control, and stability. Hear about new research on the adoption of open source in higher education and join the debate on what business issues open source addresses and whether it is a positive or negative influence on the learning industry. Chris Vento, Senior Vice President Technology andamp; Product Development, Blackboard Chris Moffatt, Senior Program Manager, Teaching andamp; Learning Technologies Team, Microsoft Joel Greenberg, Ph.D., Director of Strategic Development Learning andamp; Teaching Solutions, The Open University Mike King, Director, Market Development, IBM Education Industry Brad Wheeler, Ph.D., Indiana University Chief Information Officer andamp; Indiana University-Bloomington Dean of IT, IU Moderator: Rob Abel, CEO, IMS Global Learning Consortium, Inc.


Additional Resources: Additional Resources What’s Next in Learning Technology in Higher Education webinar http://lecture.horizonwimba.com/launcher.cgi?channel=ims_2006_0517_1403_03 Educational Pathways recent coverage of IMS http://www.edpath.com