Artificial Intelligence Demystified

Artificial Intelligence demystified

CLWB.org is delighted to announce a major initiative aimed at democratising Artificial Intelligence (AI). AI is driving the automation of a swathe of jobs – including many that were once regarded as ‘safe’.

Whilst AI can seem inaccessible and complex at first, our goal is to open up AI for as many people as possible by helping them to quickly acquire a practical understanding of how AI works and what it can do for them.

From October 2017 we will be working with broadcasters, recruitment agencies, publishers and technical partners in UK, Australia, Singapore, Canada and Brazil to deliver 1-day workshops and learning kits.

With no prerequisites – apart from curiosity and basic Excel skills – professionals from all walks of life will get the tools they need to make sense of AI. As part of the package, participants will receive a toolkit that they can then use at home or in work to consolidate and build on their learning.

Participants will be carefully lead through the basic mathematics, data handling, and algorithmic thinking skills needed to understand AI, and will be shown how AI solutions can be implemented and scaled.

AI Demystified topics include:

  • What exactly is AI?
  • How can you take advantage of AI?
  • ‘Quick Starts’ – essential Maths and Technology skills
  • Putting Machine Learning to work on your data
  • Getting to depth and scale with AI solutions

Starting at the Engine Shed in Bristol UK on October 19th and 26th 2017, we are working with SETsquared to run 2 workshops, and invite you to participate.

Click here to sign-up: Eventbrite ticketing for Artificial Intelligence Demystified

AI scenario icons

 

Innovative Students – Conference Presentation Video

Mike Lloyd’s keynote address at “Building Skills”, Athens. Thanks to all at the British Council, Microsoft and InEdu in Greece.

Assess. Analyse. Intervene.

This white paper – Assess. Analyse. Intervene. From E-Assessment to Personalised Learning – was written to help Ministries of Education, Local Education Authorities and prospective suppliers understand how to build on E-Assessment and E-Examination to create personalised learning experiences. Taking the three key building blocks of Assessment, Analytics and Intervention, the paper defines a Personalised Learning Platform and its interfaces within a broader schooling ecosystem – the Schooling Enterprise Architecture.

The central proposition to this paper is that using data generated by the growing use of E-Examination and E-Assessment process offers significant value for increasing the effectiveness of the schooling systems.

Schooling system needs to constantly innovate and evolve.  This paper sets out a vision for how schooling leaders can make learning even more effective by personalising the learning experience for all school students – without introducing unmanageable complexities.

The implementation of the key recommendations of this paper should deliver the following benefits:

  1. Effective learning – Intervention is about developing virtuous cycles of learning, tailored to individual needs
  2. Deep insights – using deep analytics, new and unpredicted patterns can be found that can help inform decision makers about where to focus investments
  3. Timely intervention – whilst E-Assessment takes essential “rear view mirror” snapshots of learning performance, predictive analytics can be used to constantly steer students in the right direction, maximizing the chances of doing well in assessment and examinations

Three interdependent processes combine to deliver a personalized learning experience:

  • Assess
  • Analyse
  • Intervene
Figure 1. The three main components of a Personalised Learning Platform

Ongoing assessment from a range of sources is used to gather data about how individuals and groups of students are learning. This data is analyzed to help target students with tailored learning, and to make decisions that lead to increased effectiveness. Using data, interventions can be set up do deal with issues such as reducing drop-out rates; selecting the most effective ways of improving reading and mathematics; and dealing with risks before they become a problem. Ultimately interventions can be tailored for individuals and groups of students.

Each of these processes are interconnected in multiple ways –

Figure 2. Logical connections between functions

The white paper explores these processes and how they integrate and can be implemented.

Download the white paper here: Assess. Analyse. Intervene. From E-Assessment to Personalised Learning

Thanks to Quoc Bui; Horng Shya Chua; Puay San Ng and Edgar Ferrer Gil.

III Forum Microsoft Educacion, Madrid, May 17th

Thanks to all those who came to my workshop and keynote speech at the III Forum Microsoft Educacion, Madrid (#IIIForumEdu). This was a really well organised and well attended event – and thanks to my Microsoft colleagues, especially Juan Ramon Alegret Crespi; Maria Zamorano Alberruche; Irene Ocaña del Rey; Lola Chacon Gutierrez; and Fernando Bocigas Palma.

Here’s a link to the OneNote file complete with on-the-fly annotations:

Schooling at the Speed of Thought keynote

Invitation – Schooling Solutions Community

Thanks to the 80 people from 25 countries that took time out from the BETT Show to spend a morning with us at the Schooling Solutions Workshop.

As Roberta Bento from Planeta Educação said – “its amazing how so many of our problems and opportunties are the same”.

Key themes that emerged from the workshop included:

  • Deployment
  • ROI and effectiveness
  • Elearning and Content
  • ITL Research
  • HTML 5
  • Cloud (Live@edu; Azure; InTune)
  • Security

I’d like to thank Bruce Dixon, Sarah Armstrong, Edgar Ferrer Gil, Fotis Draganidis, Dan Baelum, Kirsten Panton, Walid Mohamed, Thomas Hauser and Dolores Puxbuamer for delivering the event.

Schooling Solutions Workshop, London, January 12, 2012

If you are in London on the 12th January for BETT, come and join us at our  Schooling Solutions Workshop.

Key questions that the workshop will address include:

  • How can standards be raised whilst reducing costs?
  • How can you take advantage of trends such as personalization, BYOD, Cloud and virtualization?
  • What approaches can you take to simplify and improve ICT services?

This workshop will bring you up to speed with the latest worldwide trends in education technology and give you practical methods and approaches that you can use immediately. It will be a mix of formal presentation and round-table discussion with world-class experts and leaders in their fields.

Designed to help decision makers plan more effective, efficient and inspiring systems, the workshop will provide an understanding of the Microsoft technology roadmap, solutions for access, connected communities and analytics, and offer the opportunity to work in groups with experts.

Agenda

Time Session
09.00 Solutions for Schooling
10.00 E-Learning
10.30 Institutional Effectiveness and Efficiency
Round-table – project planning sessions
11.00 Access
Managing large scale access programs
Learning
Using ICT to increase learning outcomes
OperationsUsing data to improve decision making
12.30 Reflection & Networking Lunch
  • Date: Thursday, 12th January, 2012
  • Time: 09:00 – 13:00 followed by lunch
  • Location: Microsoft Offices, Cardinal Place, 100 Victoria Street, London, SW1E 5JL

Confirmed speakers/facilitators include Mike Lloyd, Sarah Armstrong, Matthew Fox, Edgar Ferrer Gil, Fotis Draganidis, and Thomas Hauser .

To book your place, contact your local Microsoft Education representative, message me on Facebook, or drop me an email

Austria – e-Learning and Innovation Conferences

Thanks to my colleagues in Austria for inviting me to give the keynotes at the “Elearning Conference” in Eisenstadt and the “Microsoft Innovation & Education Conference 2011” in Vienna.

In all, around 350 senior Ministry of Education, Local Authority and teachers attended these events to learn about effectiveness, collaborative learning and the “new world of work”.

My presentation covered the following topics:

  • How can ICT accelerate the learning process?
  • How can ICT be used to drive operational efficiency?
  • How can ICT help drive transformation?

The slides can be downloaded here – Schooling at the Speed of Thought Austria, November 2011

Each of the participants at the Vienna event got a copy of “Schooling at the Speed of Thought“.

Thanks to Yuri Goldfuß; Andreas Exner; Daniela Denk; Mirjam Blechner; Thomas Hauser; Ulrike Lanner; Sven Reinhardt; and Dolores Puxbaumer for an excellent reception and well organised agenda.

The Transformed Phase

This is the fourth and final article on the phases of transformation that schooling systems go through. The first was “Taking the First Steps”, and this phase is characterized by access. The second, Taking the Next Steps – The ‘Enhanced’ Phase, is where technology is used to enhance existing processes. The third -“The Strategic Phase” – is characterized by using technology to meet strategic goals and help determine what those goals should be.

Feedback that readers have kindly sent me had prompted me to adjust the overall maturity framework so each of the main characteristics of each phase now look like this:

Four Stages of Schooling System Maturity

Whilst the three preceding phases were about applying technology to schools as they currently are, the Transformed Phase is about fundamentally changing the nature of schooling itself.

Using ICT to transform schooling allows us to ask questions such as “where is school”, “how do we deliver personalised and engaging learning experiences”, and “how can we develop highly effective and efficient schooling systems”?

Whilst transformation will mean many different things to many different people, there are three main ingredients to a transformed schooling system.

The first is providing anytime, anywhere learning for all citizens. The second is providing highly personalised experiences to all learners. The third is about building a culture of high performance throughout the entire schooling system.

Anytime Anywhere Learning For All

The first principle in transforming schooling is to redefine its “customer” base. At present, schooling reaches learners between the ages of 5 to 18, within narrowly defined geographic boundaries, and for around 18% of the year only. Now, there is a significant opportunity to deliver learning services to entire populations at relatively low costs. This is because the cost of digital content and software only marginally increases with the number of users, and because the cost of delivering e-learning services at massive scale through Cloud computing is increasingly cheap and getting cheaper.

To date we have thought about learning in the physical sense of going to a place called a school. Going forward, schools will facilitate learning less as a physical experience and more as one that can take place across different locations. Increasingly, we can expect the process of schooling to become less dependent on learners regularly attending a single campus over a long period of time.

Schooling will spread out of the physical confines of the school campus, and into ‘found space’ such as offices; high street locations; apartments; and even the homes of children.

The youngest learners need somewhere near their own home where they can physically go to access learning facilities; to learn with other groups of learners and access richer materials than those which they have in their own home. Older learners need learning spaces to interact with their tutors, counsellors and learning managers, but also need to learn in environments that are appropriate to their learning tasks. For example, a specialist science learning module – say optics, for example – may well be based in a traditional (campus) school laboratory, but equally there could be a company in the local community specialising in optics that would be willing for students to learn at their facilities.

In this model, there is still room for the traditional “Campus School”, but as a social, intellectual and resource hub – a place for those specialist learning facilities which might not be available in the local community such as laboratories, workshops, libraries, art studios and gymnasia. The Campus School is also a place from which to organise and manage learning and produce learning content.

The Campus School of the future will be a community resource; it will be open for 52 weeks a year, 7 days a week from 7.30 am (with breakfast clubs, computer clubs, gym facilities etc.), and will stay open until 10.00 pm (with after school clubs, homework clubs, sports facilities, cyber cafes etc). Its pupils will be aged 1 to 100. The four walls of a classroom/school will be replaced with online classrooms/schools/homes, ensuring access to technology and information for all.

Many university towns reflect this approach, where university learning facilities are embedded in the local community. Schooling is catching up. In “First Steps” we’ve already seen the ‘Kiosk’ model in India, where learning is simply put out onto the street to be consumed by self-organising groups of children. On the other side of the world, in New Zealand, Discovery Learning has schooling facilities deeply embedded in the community with locations in shopping malls and central business districts. Here, “school” isn’t a building and children are given “trust licences” to learn where they need to in the local community.

In this model, there is a vast spectrum of types of learning spaces, from traditional classrooms to cyber cafes, each type able to facilitate different levels of collaboration and self-directed learning.

Learning Spaces (C/O lookred)

New types of learning spaces will facilitate a much wider spectrum of learning methods too:

Technology Enabled Learning Styles. C/O lookred

Where Is School?

“Anytime Anywhere Learning for All” means exactly that. Every citizen, anywhere, able to access organised learning.  Not everyone will need to, or be able to, attend school in order to receive schooling services, which poses the question “where is school?” In the transformed schooling model, schooling is embedded deeply into the local community in the following way.

Anytime Anywhere Learning for All

1. Community Learning Spaces

Community Learning Spaces are places in which formal, organised schooling takes place for school age learners, that are not within the walls of the traditional Campus School. These spaces are, in effect, “franchises” of the Campus School, and firmly embedded into the Campus School’s systems. Learners in Community Learning Spaces have managed internet access, and plug their personal learning devices straight into e-Learning Service. Even the youngest children can learn with ICT – e.g. games based learning, immersive environments, interactive whiteboards and programmable toys. Learning to write with a Tablet PC helps young children to acquire basic skills long before they can type or use a mouse.

Learners are registered as members of the Connected Learning Community and the process of data collection begins. Managed learning pathways and dynamic timetables ensure that students work on the tasks that are most appropriate for their stage of learning. A spectrum of creativity, productivity and learning tools ensure that the optimal blend of computer and teacher mediated learning takes place. The ICT infrastructure comprises wireless network, workstations, display, scanners. Infrastructure and Core Sofware Services mean that computers joining the wireless network are managed via a Virtual Private Network. Users and devices are authenticated, and policies – especially security and filtering policies – are imposed.

Teachers, assistants and other responsible adults – connected to peers and experts through the technology – directly support the learning process. Learners progress through the curriculum as quickly as their learning performance permits, and move to different learning spaces when appropriate. Staff and learners alike access the Connected Learning Community portal to get information, content and tools. Learners can see their assignments, feedback, learning materials and web links from a single site, and populate an e-portfolio with their work. Community Learning Spaces are extensions of
the Campus School, and both staff and learners will spend some time at there.

2. Campus School

The Campus School acts as a central point for organising, managing and creating Anytime Anywhere Learning in the community. The Campus School in effect “franchises” learning operations in Community Learning Spaces, so ICT is used to drive alignment; manage performance; and ensure high quality, paperless administrative processes. Live communications ensure that expertise within and beyond the Campus School can be “piped” into the Community Learning Spaces (CLS) on demand.

The IT Infrastructure of the CLSs are supplied as a service from the Campus School.

Learners – of all ages – visit the Campus School to use specialist facilities and IT equipment that are unavailable in the Community Learning Spaces. Whilst learners bring their personal learning devices into the campus, the site has a proliferation of multi-touch interactive displays and these enable learners to access a vast array of information and content from anywhere on the site.

In the Schooling Enterprise Architecture model, Campus Schools are branch sites from the Local Education Authority hubs and as such receive the full range of Schooling Enterprise Services for Student Relationship Management, intelligent intervention, performance management, planning, operations and administration.

A master database of resources – people, spaces, equipment and content – enables the Campus School to dynamically timetable learners so their precise learning needs can be met immediately. Predictive analysis of learning pathways enables the system to book or purchase resources well in advance.

Underpinning the IT infrastructure at the school and its “franchises” is a set of Core Software Services including Security, Identity, Comms & Collab, System Management and Directory services. Services are either delivered through on-premises servers or relayed from data centres, private and public clouds “upstream” at LEA and/or MoE levels.

3. Local Education Authority

As a Hub in the Schooling Enterprise Architecture, the Local Education Authority’s main role is to deliver Schooling Enterprise Services to Campus Schools. Their managerial functions, facilitated by ICT, are to drive accountability, alignment and performance.

Another key role is to run large scale access programmes. Using aggregated buying power and regional connections the LEA is in an ideal position to acquire devices, infrastructure components and support for the best price-to-quality ratio. As a Hub for the MoE, LEAs should be able to ‘enforce’ MoE mandates on standards, quality and Service Level Agreements.

The LEA can also be an aggregation point for data held on children by different authorities – health, social care, the police and education – to be aggregated to give a secure ‘big picture’ on children,
particularly those who may be at risk.

4. Workplace

Anytime anywhere learning for all means delivering learning experiences to all, including those in work. Online vocational courses are available through the Connected Learning Community portal. Workplaces offer valuable learning opportunities to learners of all ages, especially where specialised equipment is beyond the financial reach of the Campus School. The workplace can also be used to house Community Learning Spaces. Being part of the Connected Learning Community Portal; local businesses can have direct dialogue with – and receive relevant learning services from – their local Campus School, FE College and University to better meet the learning needs of their organisations.

5. University

Universities offer a rich extension to the Campus School learning community by offering online access to lectures, experts and learning resources. Within the Anytime anywhere learning model, Higher Education is made available to students who are ready to take learning modules offered by the University – virtually or otherwise.

6. Off-Site Learning Environments

With community-wide Wi-Fi coverage, homes, cyber cafés, hospitals, and recreation areas can all be turned into learning environments.

Personalised Learning

Transformed schooling organises the learning around the individual, not the other way around.

Learning, by definition, is personal—no one else can learn for you. People learn different things at different speeds and in different ways. When students walk into a learning space, they bring very different sets of attributes, abilities, knowledge, skills, understandings and attitudes with them.

Over recent years, the concept of personalising learning has gained considerable ground.

From a technical perspective, personalising learning is about:

  • Delivering an extended range of opportunities to learn – individually and collaboratively
  • Delivering content that addresses precise learning needs
  • Managing learning pathways

Extending Opportunities to Learn

The wider and deeper the choice of content, the more personalised the learning experience can be. When providing learning to an entire community, the type of learning experience consumed will range from informal learning to structured and accredited courses.

Extended Learning Opportunities for All

With a wide and deep supply of learning content, learners can have a wide choice of learning experiences, modalities, pathways and assessments. For example, being able to pick from a menu of languages to learn is a more personalised experience than just having one to choose from. To be able to choose what level to study a language at – from beginner to advanced – again adds to the degree of personalisation.

Personalised learning is not about learning in isolation, however.  It is quite the opposite in, fact.  Learning is a social activity and personalising the learning experience is to do with providing opportunities to collaborate as well as to learn independently. A learning task that has been personalised for somebody could involve them working in a team, and part of the assessment could be how well they have managed to collaborate with other people. Therefore, another technical requirement here is to provide Communication and Collaboration tools – the more sophisticated these tools, the
greater the possible degree of personalisation.

Addressing Precise Learning Needs

Learners learn in completely different ways, and at different rates depending on prior knowledge and their learning styles. Therefore personalised learning systems need to deliver content so that different learning styles are addressed and different learning speeds are catered for. For example, in learning about the skeleton of dinosaurs, one learner might learn best by listening to a recording, another through looking at pictures, another by using a Tablet PC to kinaesthetically piece together the bones with a stylus.

From a technical point this means that content needs to be packaged so that learners can access it through multiple learning modes. Increasingly there will be automated agents that scour the internet and deliver content that precisely matches learning needs.

The relative length of time that it takes a learner to acquire the expected learning in each module shouldn’t matter as the e-learning services will adjust the personal learning pathway that the learner takes accordingly.

Managing Personal Learning Pathways

The extent to which a learning task has been personalised is a function of the extent to which that individual’s prior knowledge, skills, preferred learning styles, and attitudes have been taken into account when assigning the task.

In this model, learners are constantly assessed as they move through the learning programme, and the pathways that they take continuously evolve as they work their way through. This relies on feedback loops and systems which can dynamically adapt to the twists and turns of the learning process, and set challenging learning goals and tasks. This is essentially about using “business logic” which in turn uses data to decide what students need to learn next and manage the learning process.

Setting the learning task automatically is something that intelligent tutoring systems and learning management systems such as “Success Maker” have been doing for many years. However, if completing the learning task needs more than just a computer, managing the process dynamically becomes complicated.

This is where dynamic timetabling comes in. Dynamic timetabling starts with the premise that learning should be organised on a ‘performance’ as opposed to a ‘time’ basis (see Schooling at the Speed of Thought for more details). The core idea is that dynamic timetabling matches the optimal learning experience for a learner to the resources needed to deliver it. For example, if the learner has  mastered the concept of soil erosion in Geography, the next task may be to apply that learning in a practical experiment. This involves working with others who are at the same learning stage, using equipment, a physical space and teacher/assistant supervision. Ideally, the dynamic timetabling system will have predicted when these resources will be needed, organised them ahead of schedule and matched the learner to what they need to complete the next task.

Dynamic Timetabling

Today, this can be at least partially accomplished through resource scheduling within CRM.

Once the learning task is completed, a record of achievement builds in the learner’s e-portfolio.

Culture of Performance

In the Transformed Phase the entire schooling system is working at optimum efficiency and effectiveness – what Joey Fitts and Bruno Aziza (Driving Business Performance, 2008) call a “Culture of Performance”. To get to this stage schooling systems will have gone through the following stages:

  • First Steps: Increasing visibility
  • Enhanced: Moving beyond gut feel, and planning for success
  • Strategic: Executing on strategy

A culture of performance is goal orientated; results are measured and members of the Connected Learning Community are competitive in a constructive way. A culture of performance is
about transparency, predictability, and the ability to adapt to changing conditions. With capabilities to monitor, analyse, and plan, performance orientated organisations can create a culture where information is a prized asset, aligned execution is the norm, and accountability is embedded.

From a learner’s perspective, this is about friction-free administration regarding courses, options and assessments. It’s about micro payments, and cashless vending, and not having to repeatedly enter the same basic data for silo’d administrative processes. It’s also about the seamless escalations of issues – such as requests for special support.

From a teacher’s perspective this is about doing the lowest possible levels of administrative tasks, confident in the knowledge that the system is dealing with the administrative mechanics of running the schooling operations. For those administrative tasks that teacher have to do, reporting, administration, productivity and communication & collaboration tools ensure that the tasks are efficiently executed and add real value to the organisation.

Administrators and managers get the benefit of using processes that have been integrated. For example, when new staff join the organisation, background checks, basic data collection, terms and conditions, salary and on-boarding systems all work together as a single function, crossing organisational boundaries automatically. When strategy is set at the highest organisational level, this cascades down automatically into the objective setting process, ensuring organisational alignment. Performance management tools linked to in-depth data about learner performance ensure that teaching staff are rewarded fairly. Business intelligence is available to provide deep insights into operations to ensure that resources are being used to maximum effect.

Bringing it All Together

The key difference between a transformed schooling system and any of the other phases is the degree to which the entire system is architected around the student.

Learner at the Centre

The Transformed schooling system will integrate a spectrum of services and processes, many which would have been in silos before the transformation process, around the student. The result of this is that the student experiences a range of highly individualised services, delivered by a high performance, highly connected, lean, efficient and cost effective schooling system.

Getting to Transformed schooling is a long journey. In most countries there will be significant inertia from legacy systems. Paradoxically, one of the drivers for transformation is diminishing budgets. In the United States, for example, there is a strong surge towards anytime anywhere, personalised learning for all – delivered from outside the formal schooling system, driven by collapsing schooling budgets and widespread dissatisfaction with the current system.

Ultimately, the point of investing in transforming a schooling system is to get an order-of-magnitude improvement in return on education budget investment, and this cannot be done in isolation. The whole enterprise of transforming schooling needs to be organised within the framework of a Schooling Enterprise Architecture, as described in detail in Schooling at the Speed of Thought.

Schooling Enterprise Architecture

Focusing on the “IT Platform Architecture”, the Transformed phase has 5 interconnected layers:

Tranformed phase - five layer Schooling Enterprise Technology Architecture

And finally, across each layer are the following key technology levers:

Schooling Enterprise Technical Concept Architecture - Transformation Phase

This is the last in this series of articles on the phases through which schooling systems evolve, but watch this space for related articles. All comments, feedback, questions and suggestions for articles will be very welcomed.

Thanks to Matthew Woodruff and Chris Poole from lookred for contributions to this article.

The “Strategic” Phase

This is the third in a series of articles that aim to help schooling systems develop their technology, the first being “Taking the First Steps“ and the second, Taking the Next Steps – The ‘Enhanced’ Phase.

There are four distinct phases through which technology in schooling evolves. The first phase is characterized by access. In the next phase, technology is used to enhance existing processes. The third phase is characterized by using technology strategically. No longer is technology considered a “bolt-on”, or “veneer” on top of existing processes – it now helps drive schooling towards strategic goals such as significantly improved learning and better return on investments. In the final phase, leading edge schools use ICT to transform their operations, using it to personalize learning, integrate deeply with the wider community, run extremely efficient administration systems and develop a culture of performance.

‘Strategic’ Phase Vision

In the Strategic phase, technology becomes a key asset in achieving the strategic goals of an organisation. It’s about restructuring work and processes and doing things differently.

Typically in this phase, the strategic goals of an organisation would include raising standards and improving performance, and technology is a strategic tool for achieving these strategic goals by enabling:

  • Intelligent intervention – data driven support for learners
  • Connected Learning Communities – fully exploiting all available resources, and integration with the local community
  • Monitoring, analysis and planning – data driven decision making
Four phases of ICT implementation

Goals

Intelligent Intervention

This is essentially about using data to make well informed decisions about what students need to learn or do next. To fully personalise the learning experience students should be constantly assessed as they move through their schooling, and their learning pathways should continuously evolve. This relies on highly effective feedback loops and systems which dynamically adapts to the twists and turns of the learning process, and sets challenging learning goals and tasks. This is extremely difficult to do within a paper-based setup, but can be made a lot easier through using IT systems that provide analytic and workflow capabilities.  Intelligent tutoring systems, and managed learning environments, are becoming more commonplace and increasingly sophisticated.

Monitoring, Analysis and Planning

To manage an organisation strategically, as opposed to fighting fires, the ability to monitor performance, analyse results and plan for improvements is fundamental. Organisations wanting to manage strategically must have three key capabilities:

Monitoring

This capability provides managers with the ability to know “what is happening” and “what has happened.” Organisations implement dashboards, scorecards, or reports to monitor their performance. These visual applications allow managers to keep an eye on important indicators of their organisation’s health.

Analysis

This capability provides managers with the ability to know what is happening and why. To analyse performance, organisations implement solutions that are often very interactive in nature and allow managers to investigate the root cause of issues they see in their dashboards, scorecards, or reports.

Planning

This capability provides the organisation with the ability to model what should happen. Organisations develop processes and tools to conduct the essential planning, budgeting, and forecasting exercises. These processes allow managers to align groups and individuals around the metrics that drive the organisation—for instance: “what are our examination result targets?” or “what is our spending versus our revenue?”

Connected Learning Communities

Whilst there may be elements of learning that require independent work, learning only really acquires meaning in a social context, and the most immediate and direct social context for schooling is the local community.

ICT can be used to connect together all those who can make a contribution to students’ learning – e.g. local business, community resources (e.g. museums/libraries), parents and 3rd party learning services. It can connect students to inspiring individuals and inspirational speakers; promote debate and engagement between collaborators in face-to-face or virtual groupings; and provide mentoring opportunities. Connecting stakeholders together in a Connected Learning Community has enormous benefits such as engaging parents more deeply in the learning process, speeding-up processes and improving students’ connections with the outside world. The core of a connected learning community is a portal that can be accessed from anywhere.

Scenarios

Student Access

In the Strategic phase, students have continual access to their own learning devices. These devices need to enable a range of learning scenarios (not just content consumption), be rugged, easy to repair and support, manageable on a network.

Devices should be available to students so they can learn anytime anywhere, access content, learning management and communication and collaboration tools via the Connected Learning Community Portal.

Anytime Anywhere Learning = access to devices + learning services

Having access to their own devices enables students to experience a wide range of learning scenarios:

ICT enables a wide range of learning styles

Classroom

Classrooms need to accommodate an increasingly wide range of learning styles, and equipment needs to be laid out in quite different ways according to the demands of each different learning task, for example:

Different learning tasks require different floorplans

BECTA provided the following guidance to UK schools on different classroom layout options:

Pods – separate circular / hexagonal / octagonal benches with workstations
Hexagonal pods
Advantages
  • No corners with 2 computers, so no dead spots that cannot be used
  • No extra space required for 2 pupils to share a computer
  • Can support collaborative work as users working around ‘one pod’
Pods – squares with computers on two sides only
Square pods
Advantages
  • No corners with 2 computers, so no ‘dead spots’ that cannot be used
  • No extra space required for 2 pupils to share a computer
  • Can support collaborative work as users working around ‘one pod’
Bays built along walls
Bays
Advantages
  • Teacher can more or less see all computer screens from the centre of the room
  • Provides opportunity to use the centre of the room for tables enabling work away from the computer, and to gather groups for discussion
  • Cabling and electrical work is cheaper and easier than ‘pod’ designs as along the room edge.

School

In the Strategic phase, IT has become a strategic asset to schools. With the infrastructure optimised in the Enhanced phase, we now turn our focus on workloads delivered by servers.

The following services are core in the Strategic phase:

  • Optimised Infrastructure – including File and Print, Database Services, Directory Services, Security, Device Management, and Data Protection and Recovery
  • MIS – Management Information Systems
  • Portal
  • Unified Communication
  • Virtualisation – centralizing computing tasks to improve scalability and system performance

These, typically, will be delivered through three layers:

  • On-Premises – the school hosts key functions on their own servers
  • Data Centre/Private Cloud – the Local Education Authority (LEA) delivers services to schools from their servers
  • Public Cloud – the school receives services from the LEA, Ministry of Education and private suppliers from Public Cloud Services
School Server Infrastructure

Portal

The Strategic phase is characterised by the Connected Learning Community, the core of which is a portal that can be accessed from anywhere. For it to be effective it needs to be “role based” i.e. present users with information and tools relevant to their role and to them as individuals. In other words a teacher in the community sees the information relevant to all teachers, their fellow subject specialists, and also information specific to their particular group of students, their particular HR information, and their particular teaching content, tasks, calendar, e-mail etc.

A portal should give students, parents, managers, teachers, their own “spaces” and deliver to them the resources that are important individually to them through a single web page.  It aggregates information from diverse systems into one interface with a single sign-on ID – and organisation-wide search capabilities so that users can access relevant information quickly.  Teaching and administration staff can use the portal to distribute information to students based on their enrolment, classes, security group or other membership criteria, while enabling them to personalise the portal content and customise the layout to suit their needs.

A great Portal reference architecture is Twynham School. Twynham is a 1600+ Secondary school in Christchurch UK, built  a powerful collaboration platform – “Learning Gateway” – which allows students, staff and parents to work efficiently; develop independent and inter-dependence in their learning strategies; and support children in achieving their full potential. Twynham School won the BECTA ICT Excellence Award in 2008 for learning Beyond the Classroom and the schools works with over 400 schools internationally to support the development of their Learning Platforms.

Twynham School Portal Navigation bar

Mike Herrity at Twynham has published a detailed e-book explaining how the Learning Gateway is used: http://bit.ly/qJohiL

Microsoft have also published a full architectural guide explaining how Twynham built their Learning Gateway – http://bit.ly/qORAW5

Enabling many of the functions in the portal are 2 sub-systems – Content Management and Unified Communications & Collaboration.

Content Management Systems (CMS)

When ICT is fully implemented, vast amounts of content gets created.  In order to get maximum efficiencies from ICT, this content needs to be organised and managed in a way that means that people don’t replicate one another’s work.

A content management system in a connected learning community helps education institutions organise and facilitate the collaborative creation of documents and other content. They enable the full life cycle of content – from initial creation to delivery to end users.  CMS comprise document and records management, web content management, forms, search, library systems, curriculum frameworks, curriculum systems, curriculum exemplars and resource assemblers.

Unified Communications (UC) & Collaboration

Today it is typical that people will have multiple contact addresses – direct line phone number; mobile phone number;  e-mail; Instant Messenger; home number; personal mobile number; home e-mail, etc. Unified Communications (UC) takes identity and presence and then has all of these other ways of interacting simply connect up to that.

A single integrated identity can simplify how you find and communicate with others.  One integrated desktop application can provide easy access to all the ways users are likely to want to communicate.  Another key advantage to UC is that in using Voice over IP (VOIP) for telephone calls, it has the potential to significantly reduce communication costs.

UC enables students, teachers, parents and other stakeholders to confer and consult in the way that suits their work style by switching seamlessly between videoconferencing, telephone, email and instant messaging.

Also within UC are task and calendaring functions.

Data Driven Decision Making

In a schooling system, data driven decision making is supported by a huge number of information systems.  Any process that involves the creation and transmission of information can be considered an information system – even informal discussions.

The collective term for the information systems in schooling is Management Information Systems (MIS).

Functions Supported by an MIS

The functions that a Management Information System need to support are:

Improving Student Performance Progression Management
Learning Management Intelligent Intervention
Parents Engagement In Learning Better Teaching Decisions
Make Better Management Decisions Monitor, Analyse and Plan
Tactical Decision Making Data Visualisation
Manage Resources More Effectively Planning and budgeting
Financial Control Asset Control
Reporting Accountability and Alignment
Performance and Assessment Data KPIs, Scorecards, Dashboards and Reports
Key Performance Indicators (KPIs) Drive Administrative Efficiencies
Planning Organising
Controlling Co-ordinating
Management Information Systems – Functional Architecture

In this context, an information system really means an organised hierarchy of information sub-systems. Management Information System (MIS) is a term used as a container for all of the electronic information systems within a schooling system.  These systems vary in size, scope and capability, from packages that are implemented in relatively small organisations to cover student records alone, to enterprise-wide solutions that aim to cover most aspects of running large multi-site organisations.

A MIS includes the following sub-systems:

  • Decision Support Systems (DSS)
    • Finance
    • Performance Management
    • HR
    • Student Relationship Management (SRM)
    • Enterprise Resource Planning (ERP)
    • Analytics and Business Intelligence (BI)
    • Timetabling
  • Student Information Systems (SIS)
    • Integrated Student Record
    • Electronic grade book
    • Attendance Management
    • Automated workflows
    • E-Forms
  • Learning Platform
    • Learning Management Systems (LMS)
    • Managed Learning Environment (MLE)
    • Virtual Learning Environments (VLE)
    • Content Management Systems (CMS)

For a full description, see Schooling at the Speed of Thought, Chapter 6, Managing Information.

Local Education Authority

In the Strategic Phase, the goal of service provision at Local Education Authority level is to deliver those services which when aggregated improve in quality and price.

Local Education Authorities can use their scale to negotiate the best prices for content, communication, support services etc. Many of the services requiring the most maintenance and management – e.g. learning services, system management, business intelligence, and administrative tasks such as payroll and HR, are delivered more cost effectively from a centralised point.  Other benefits include the use of greater amounts of data for decision making – an LEA with data from many schools can perceive more patterns than a single school with its limited pool of data.

Many LEA services are delivered through data centres built on top of optimised infrastructures. Increasingly data centres will become Private Clouds – essentially Infrastructure as a Service (IaaS) within the data centre. The large scale and pay-as-you-go economics of Public Clouds aren’t available in typical Private Clouds. However, Private Clouds offer at least some of the scalability and elasticity benefits of Public Cloud but with additional control and customisation. Increasingly many of these services will be also be delivered from Public Clouds.

The services delivered by the LEA can be split into two main categories:

  • Schooling Enterprise Services
    • Monitoring, Analysis and Planning
    • Intelligent Intervention
    • Student Relationship Management
    • Administrative Processes
    • Operations
  • E-Learning Services
Local Education Authority Schooling Enterprise Architecture (SEA)

Ministry of Education

Some of the Schooling Enterprise Services delivered by LEAs to their schools and communities could be provided at National level from the Central Ministry of Education. Services such as strategy, policy, budgets, and curriculum are usually set and delegated at national level.

Computing functions at Ministry of Education level can be grouped into three main categories:

  • Internal departments – Curriculum, Policy, Research etc.
  • Regional Services – Resources and BI
  • National Services – Content (information services) and infrastructure – e.g. national level schooling enterprise internet backbone
Ministry of Education perspective

One of the most important functions at Ministry level is to have a “clear line of sight” of the performance of the schooling system. This enables BI analysis and for resources to then be focussed on the areas where they will have most impact.

Fitts and Aziza (Joey Fitts and Bruno Aziza, 2008) talk of a “line of sight” from strategic to operational to tactical decisions as the discipline that drives aligned execution. “Line of sight” means clear visibility of goals, and progress towards them at executive (strategic), management (operational), employees (tactical) levels.

“Clear line of sight” is about performance metric alignment across organisational layers. This can be thought of as an organisation chart for performance metrics, indicating how the various levels of the organisation’s performance metrics relate to one another. At school level, classroom teacher’s metrics roll up to their Head of Department, which in turn roll up to Deputy Principals, which in turn roll up to the Principal. In turn, and depending on the mode of operations, performance metrics for Principals should roll up to those of Local Authority Directors, which in turn finally roll up to the Ministry of Education.

Clear Line of Sight enables strategic allignment

Technology Building Blocks

Finally, pulling these building blocks together we get the following high level architecture:

Technology Building Blocks for Strategic Phase

Conclusion

Moving from the Enhanced Phase to the Strategic Phase is as much about management as ICT. In this phase, the technology is used a tool for getting better allignement between strategy set at MoE level to exectution at school level. At all levels, there are strategic decisions that ICT can help monitor, analyse, plan and execute.

In the next article in this series, we will explore the final phase – Transformation.

Learning Analytics Materials – WPC 2011

Here’s some useful materials relating to the Learning Analytics roundtable discussion that Chris Poole from ‘lookred’ and I ran at the Microsoft Worldwide Partner Confernece in Los Angeles, 15th July 2011 – http://bit.ly/oLOGz1

  • Schooling at the Speed of Thought Chapter 6 MANAGING INFORMATION.pdf – covers all aspects of information and data managment in a schooling system
  • EAP.pdf  – Education Analytics Platform, an approach to managing information and data developed in the US
  • EAP Components.pptx – outline architecture for anlaytics systems
  • Student Individualized Growth Model and Assessment.pdf – an analytics approach to students at risk
  • Learning Analytics for TechReady.pptx – a voiced-over PowerPoint explaining the key principles of Learning Analytics.