Innovation & Quality in E-Learning & Standardization: Open Learning for All

Open Forum on etextbooks March 2014 in Montreal Innovation & Quality in E-Learning & Standardization: Open Learning for All Christian M. Stracke (elc / University of Duisburg-Essen, Germany) Elected Chair ISO PC 288, Chair CEN TC 353 & ISO-Convener SC36 for QM in LET

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Our Research Team 2013

Christian M. Stracke About the speaker Assistant Prof., Coordinator & Team Leader, University of Duisburg-Essen Advisory Prof., East China Normal University in Shanghai Adjunct Prof., Korea National Open University in Korea Chair of international ISO PC 288 "QM for Educational Organizations" Convener ISO SC36 WG5 "Quality Assurance & Descriptive Frameworks" Chair of the European standardization committee CEN/TC 353 "IT for Learning, Education, and Training" <www.wip.uni-due.de> <http://english.ecnu.edu.cn> <www.knou.ac.kr> <www.iso.org/jtc1/sc36> <www.cen.eu/isss/tc_353> German SIG E-Learning in BITKOM Association: Board of Directors <www.bitkom.org> elc - European Institute for Learning, Innovation and Cooperation, Director and Founder, Bonn (Germany) <www.elc-institute.org> Expert for: E-Learning, Quality, Competences, Standardization, HR

Selected Projects: Competence and Skills Modelling Open Education and Research Technology-Enhanced Learning at Large Scale Quality Management and Evaluation

Selected Projects: www.erp4students.de www.vawi.de www.aristotele-ip.eu www.opendiscoveryspace.eu www.ecompetence.eu www.wacom-project.eu www.simbase.co www.agriculturecompetence.eu www.oer-quality.org www.voa3r.eu www.oer-europe.net www.qed-info.de www.locloud.eu www.quality-development.eu www.cen.eu/isss/tc_353/ www.sc36.org

Our expertise: E-Learning Innovations Standardization Open Education LLL + AL VET + HR K-12 + HE QM + Evaluation Competences

TELIT Research Institute www.telit.wiwi.uni-due.de Expertise for Technology-Enhanced Learning & Innovative Training www.wip.uni-due.de/research 2-3 Mio. incoming budgets / year > 20 international and EU projects in parallel SAP Partner: SAP Certifications in > 30 countries Chairing International & European Standardization --> ISO PC 288, ISO/IEC SC36 WG5 & CEN TC 353

Keynote Overview: 1. Why Open Learning? 2. What Kind of Innovations? 3. What are the Trends? 4. Which E-Learning Standards? 5. Which Frameworks and Tools? 6. How to Implement? 7. How to Participate?

Why Open Learning?

The Digital Age Two core factors: 1. Globalisation & 2. Worldwide Internet Photo: https://ec.europa.eu/digital-agenda/en/digital-life/education

Internationalization Global Competitions and societal changes Close the gaps & open new opportunities Challenges: Learn to Learn http://www.weforum.org/issues/global-competitiveness

Learning cha(lle)nges Not knowledge but competences are required to meet future jobs and tasks still unknown today Change from input to outcome orientation Input: Knowledge (E-)Learning Outcome: Competences

Solutions: Competences Competence and skills development focuses the new challenge Learning outcomes for defining learning opportunities and working places

Solutions: Innovations Tailor-made learning designs to support the learning processes Before, during & after the crisis: Online Communities & Lifelong (E-)Learning http://www.qualitydevelopment.eu/

Solutions: Quality Quality is key for success and results of learning processes Learners needs, Learning objectives, Learning outcomes and competences

What Kind of Innovations?

Buzzwords & Hype Cycles CSCW E-Learning Online Communities (CoP) Second Life Facebook Twitter MOOCs

Innovations vs. Quality 1. Learning history should not and cannot be ignored. 2. Learning innovations are mainly technology-driven. 3. Learning is not completely changing.

Quality 1. Innovations Jump??? Mix 3. History Now Tradition 2. Future Time

Quality Development Quality development covers every kind of strategy, analysis, design, realisation, evaluation, and continuous improvement of the quality within given systems.

Solutions: Quality Quality is key for success and results of learning processes Learners needs, Learning objectives, Learning outcomes and competences

Quality is different Quality consists of three dimensions and cannot be defined Quality needs to be adapted to YOUR quality!

In addition: Standards Standards are important tools Quality standards have always to be adapted! EN ISO/IEC 19796-1 ISO/IEC 36000 ISO/IEC 36001

Quality: Most important... and "new pedagogy" is important just the same!

What are the Trends?

International Trends Quality Inclusiveness Standards etextbooks Competences

International: ISO SC36 Unique international standardization body for IT-enhanced learning, education, and training Established in 2000: 7 WGs + 4 AHGs now Participation by > 60 National Bodies (from all five continents) + by > 30 Liaisons Organizations > 30 published ISO standards More information online: http://www.iso.org/jtc1/sc36 or: http://www.sc36.org

ICORE ICORE: International Council for Open Research and Open Education 15th May 2013 in Rome (evening before LINQ 2013) Join the discussions and apply as ICORE member! www.icore-online.org

ICORE ICORE: International Council for Open Research and Open Education Online Meetings and Wiki for Collaboration! Next ICORE Event at LINQ: 7th - 9th May 2014 (together with UNESCO, OCW & CC) www.icore-online.org

European Trends Digital Agenda Inquiry-based Mobility Learning Opening Up Education

European: CEN TC 353 Unique European standardization body for ICT-enhanced learning, education, and training Established in 2007: 2 WGs now Participation by > 30 National Delegations with > 60 Experts + by 6 Liaisons Organizations 6 published CEN standards (EN) More information online: http://www.iso.org/jtc1/sc36 or: http://www.sc36.org

Europe's Position From the Information Society "i2010" (2005) To "EUROPE 2020" and the Digital Agenda (2010)

Opening Up Education European Commission: DG EAC and DG Connect http://ec.europa.eu/dgs/education_culture/consult/open_en.htm http://europa.eu/rapid/press-release_ip-13-859_en.htm

http://www.opendiscoveryspace.eu http://portal.opendiscoveryspace.eu CHRISTIAN M. STRACKE, UDE Open Discovery Space (ODS) 35

Which E-Learning Standards?

ISO/IEC 20006 1. ISO Standard for Competencies: Information Model for Competency Three parts: 1. Competency General Framework and Information Model 2. Proficiency Information Model 3. Guidelines for the Aggregation of Competency Information & Data Currently under development in SC36: Voting at ISO SC36 Plenary in Moscow (2013-09)

RFDQ - The First International Learning Quality Standard

EN ISO/IEC 19796-1 RFDQ 1. International Standard for Learning Quality: Unique ISO Standard on QM for LET Developed by SC36, published by ISO in 2005: Adapted & used worldwide in > 60 countries (also RF + China)!

EN ISO/IEC 19796-1 The Reference Process Model: Needs Analysis Framework Analysis Conception / Design Development / Production Implementation Learning Process / Realization RFDQ Evaluation / Optimization Initiation Stakeholder identification Definition of objectives Demand analysis Analysis of the external context Analysis of staff resources Analysis of target groups Analysis of the institutional and organizational context Learning objectives Concept for contents Didactical concept/ methods Roles and activities Organizational concept Technical concept Concept for media and interaction design Content realization Design realization Media realization Technical realization Maintenance Testing of learning resources Adaptation of learning resources Activation of learning resources Organization of use Technical infrastructure Administration Activities Review of competencies levels Planning Realization Analysis Optimization / improvement Time and budget planning Environment analysis Media Concept Communication concept Concept for tests and evaluation Concept for maintenance

EN ISO/IEC 19796-1 Example of required adaptation: Needs Analysis Framework Analysis Conception / Design Development / Production Implementation Learning Process / Realization RFDQ Evaluation / Optimization Initiation Stakeholder identification Definition of objectives Demand analysis Analysis of the external context Analysis of staff resources Analysis of target groups Analysis of the institutional and organizational context Learning objectives Concept for contents Didactical concept/ methods Roles and activities Organizational concept Technical concept Concept for media and interaction design Content realization Design realization Media realization Technical realization Maintenance Testing of learning resources Adaptation of learning resources Activation of learning resources Organization of use Technical infrastructure Administration Activities Review of competencies levels Planning Realization Analysis Optimization / improvement Time and budget planning Environment analysis Media Concept Communication concept Concept for tests and evaluation Concept for maintenance

ISO/IEC 36000 1. ISO Standard for Learning Quality: Quality for learning, education and training - Fundamentals and vocabulary 1. QM Standard for LET aligned with ISO 9000! Currently under revision in SC36: discussions at ISO SC36 Plenary in Moscow

ISO/IEC 36001 1. International ISO Certification for Learning: "Quality for Learning, Education and Training - Management Systems - Requirements" 1. QM Certification for LET aligned with ISO 9001! Was under development in SC36: positive voting at ISO SC36 Plenary in Moscow Now moved to new ISO PC 288 as basic input

New ISO PC 288 Voting by all ISO NBs & approved by ISO TMB: Establishment of new unique Project Committee (cooperation of SC36 WG5, TC 232, TC 176 WG5) "Educational organizations management systems - Requirements with guidance for use" (as MSS) 1. QM Certification for LET aligned with ISO 9001! Secretariat: KATS (Korea) Elected Chair: Christian M. Stracke (Germany)

ISO/IEC 19788 Multi-part ISO Metadata Standard Unique ISO Metadata standard to be used in all IT systems & branches by adaptations Defining rules sets, UIDs and templates Based on Dublin Core (100% compliant) to keep international consensus & acceptance

ISO/IEC 19788 Multi-part ISO Metadata Standard International Metadata Standard, approved and published by ISO in 2011: Developed by SC36 and approved by ISO after 10 years of global discussions Flexible, rule-based and allowing APs and mapping to all other schemes (incl. EDM)!

Which Frameworks and Tools?

IDEAL - The Framework for Learning Quality and Competence Development

IDEAL Framework

EFI - The Evaluation Framework for Impact

EFI Framework

How to Implement?

Open Learning for Future Learning

Open Learning 1. Suitable and Open Learning Styles and Designs 2. Suitable and Open Learning Scenarios and Environment (see: Stracke, Christian M. (2013): "Open Learning: The Concept for Modernizing School Education and Lifelong Learning through the Combination of Learning Innovations and Quality"; in: Stracke (Ed.): Learning Innovations and Quality: The Future of Digital Resources, Berlin: Logos. p. 15-28.)

Open School Learning 1. Open Education (innovative education with technologies) 2. Creative Classrooms (collaboration with moderation)

Open School Learning www.opendiscoveryspace.eu www.inspiring-science-education.net

elearning as Standard MOOCs and Online Collaboration Internet & Devices from Pupils or Authorities? Opening Up etextbooks for School Education

Open etextbooks etextbooks for Opening Up School Learning Interoperability and Integration Quality Standards for etextbooks

Impact Assessment elearning for Innovations & School Modernization Learning Analytics and Quality Assurance Quality Standards for Production & Realization Processes of etextbooks & Open Learning

Towards Open Learning Let us Opening up Learning, Education and Training for ALL!

How to Participate?

Join ISO SC36 and CEN TC 353!

LINQ The leading European and international Conference on Learning INnovations & Quality www.learning-innovations.eu

LINQ 2013 Our Vision: Open Learning for best future Learning Innovation and Learning Quality! Please use: #LINQ2013 Follow: @LINQ_Conference

LINQ 2014 7th - 9th May 2014 on Crete, Greece In conjunction with EIF 2014: Join the debate! You are most welcome! www.learning-innovations.eu Please use: #LINQ2014 Follow: @LINQ_Conference

LINQ & EIF 2014 Early-bird rate until 12th March 2014 Registration is open now! www.learning-innovations.eu Please use: #LINQ2014 Follow: @LINQ_Conference

Towards Open Learning Let us Opening up Learning, Education and Training for ALL!

Further References Stracke, Christian M. (2013): "Open Learning: The Concept for Modernizing School Education and Lifelong Learning through the Combination of Learning Innovations and Quality"; in: Stracke, Christian M. (Ed.): Learning Innovations and Quality: The Future of Digital Resources, Berlin: Logos. p. 15-28. Stracke, Christian M. (2013): "The Evaluation Framework for Impact Assessment"; in: Proceedings of 6th International Conference of Education, Research and Innovations 2013 [= ICERI 2013]. Madrid: IATED. [ISBN: 978-84-616-3847-5: in print]. Stracke, Christian M. et al. (2013): "Open School Learning. A vision to improve European schools towards 2030 using the results of the Open Discovery Space project"; in: OPEN EDUCATION 2030. JRC-IPTS Call for Vision Papers. Part II: School Education. Sevilla: JRC. p. 99-104. All also online available at: http://www.qualitydevelopment.eu/docs

Further References Stracke, Christian M. (2012): "Learning Innovations and Learning Quality: Relations, Interdependences, and Future"; in: Stracke, Christian M. (ed.) (2012): The Future of Learning Innovations and Learning Quality. How do they fit together? Brussels: Gito. p. 13-25. Stracke, Christian M. (2012): "Competences and skills for learningoutcome orientation: competence development, modelling, and standards for human resources development, education and training"; in: 华东师范大学学报 ( 自然科学版 )Journal of East China Normal University. Vol. 2012 (2). Shanghai: ECNU. p. 115-130. [CLC number: Q948; DOI: 10.3969/J. ISSN 1000-5641. 2012.02.012] Stracke, Christian M. (2011): "Competence and Skills Modelling for European HR and Policies"; in: Stracke, Chr. M. (ed.): Competence Modelling for Human Resources Development and European Policies. Bridging Business, Education and Training. Brussels: Gito. p. 12-37. All also online available at: http://www.qualitydevelopment.eu/docs

Further References Stracke, Christian M. (2011): "Competences and Skills in the Digital Age: Competence Development, Modelling, and Standards for Human Resources Development"; in: Proceedings of the International Conference on Metadata and Semantics Research Conference (MTSR 2011), Berlin/ Heidelberg: Springer. p. 34-46. Stracke, Christian M. (2011): "Competence Modelling for Innovations and Quality Development in E-Learning: Towards learning outcome orientation by competence models"; in: Proceedings of World Conference on Educational Multimedia, Hypermedia and Telecommunication 2011 [= ED-MEDIA 2011]; Chesapeake, VA: AACE. p. 1885-1894. Stracke, Christian M. (2010): "Quality development and standards in learning, education, and training: adaptation model and guidelines for implementations"; in: Информатизация образования и науки *= Информике (Informika), ISSN 2073-7572]; Vol. 7 (3), 2010. Moscow (Russian Federation), S.136-146. All also online available at: http://www.qualitydevelopment.eu/docs

Further References Stracke, Christian M. (2010): "The Benefits and Future of Standards: Metadata and beyond"; in: Proceedings of the International Conference on Metadata and Semantics Research Conference (MTSR 2010). Berlin/ Heidelberg: Springer. p. 354-361. Stracke, Christian M. (2010): "Quality and Standards in Learning, Education, and Training: The Adaptation Model IDEA for the Introduction of Quality Development"; in: Proceedings of the International Conference on the Past and Future of e-learning Standards. Tokyo (Japan). p. 26-36. Stracke, Christian M. (2007): Quality Standards for Quality Development in e-learning: Adoption, Implementation and Adaptation of ISO/IEC 19796-1. Essen: elc / Q.E.D. Stracke, Christian M. (2006): "Process-oriented Quality Management", in: Ehlers, Ulf-Daniel/ Pawlowski, Jan Martin (Eds.): Handbook on Quality and Standardisation in E-Learning; Berlin: Springer, 79-96. All also online available at: http://www.qualitydevelopment.eu/docs

Thank you very much for your attention! Your Questions? Christian M. Stracke christian.stracke@uni-due.de ISO-Convener for QM and QA in LET Chair CEN TC 353 "ICT for LET" <www.sc36.org> <www.cen.eu/isss/tc_353> http://www.wip.wiwi.uni-due.de/en TELiT http://www.qualitydevelopment.eu Join us on Facebook: Follow us on Twitter: QLET #Q4LET (Quality for LET)

Towards Open Learning Let us Opening up Learning, Education and Training for ALL!