Abstract
This paper presents a summary and synthesis of ten Learning Resource Metadata Initiative (LRMI) implementation projects funded by the Bill and Melinda Gates and William and Flora Hewlett Foundations between 2012 and 2013. Funding was allocated to ten OER platforms, through Creative Commons, as part of the Gates funded LRMI project. Cetis were commissioned by Creative Commons to produce cases studies on each project, and to undertake a synthesis of their experiences and outputs.

This synthesis outlines the methodology undertaken, before presenting a brief introduction to each OER platform along with an overview of platform functionality, scope, and technologies deployed. All ten platforms adopted different approaches to implementing LRMI, which are examined in the context of metadata creation and curation workflows. A summary of the implementation projects’ interaction with the Learning registry is also included together with the outlook for sustainable LRMI implementation.

Since its establishment in 2011, the Learning Resource Metadata Initiative (LRMI) has aimed to make it easier to publish, discover, and deliver quality educational resources on the web. From 2011 to 2014 the initiative was co-led by the Association of Educational Publishers (AEP) – the 501(c)(3) division of the Association of American Publishers, and Creative Commons, and funded in three phases by the Bill & Melinda Gates Foundation. In October 2014 the leadership and governance of LRMI passed to the Dublin Core Metadata Initiative, a long-established metadata community with expertise in metadata design, implementation and best practice.
lrmiImplementationSynthesis

Schema.org is a joint initiative of the search engines Google, Bing, Yahoo and Yandex aimed at making it easier to index web pages in such a way that facilitates the building of sophisticated search services. Schema.org metadata may also be used for other applications e.g. in eBooks and as stand-alone metadata records.

This briefing describes schema.org for a technical audience. It is aimed at people who may want to implement schema.org markup in websites or other tools they build but who wish to know more about the technical approach behind schema.org and how to implement it. We also hope that this briefing will be useful to those who are evaluating whether to implement schema.org to meet the requirements of their own organization.

This briefing has been produced as part of the Learning Resource Metadata Initiative (LRMI), which is concerned with extending and applying schema.org to the description of educationally relevant properties of resources. Other briefings in this series will provide an in-depth overview of LRMI.

[If you wish to take advantage of the CC-By licence and edit your version, there is a copy on Google docs that you may clone, or you may download a zip archive of the files used to create the PDF in Scribus, this archive includes the plain text and the images.]

Preview
[pdf http://publications.cetis.org.uk/wp-content/uploads/2014/06/schemaBriefing.pdf]

Abstract
This paper, presented at the Open CourseWare Consortium Global Conference in Ljubljana in April 2014, discusses the Learning Resource Metadata Initiative (LRMI), an international project that aims to facilitate the discovery of educational resources through the use of embedded metadata that can be used by search engines (e.g. Google, Yahoo, Bing, Yandex) to refine the search services they offer. LRMI has extended the schema.org metadata vocabulary with terms that are specifically relevant to aiding the discovery of learning resources. In order to understand LRMI metadata it is necessary to first introduce schema.org metadata. LRMI was later funded to assist a number of services providing open educational resources in modifying their display interfaces so that they included relevant embedded metadata. In addition to synthesizing the lessons learned from these implementations, the current phase of the LRMI project is engaging with potential users, including search providers and learning resource developers, with the aim of extending the uptake and implementation of the specification.

Also available: video and slides of presentation from conference web site.

Preview
[pdf http://publications.cetis.org.uk/wp-content/uploads/2014/09/Paper_34-LMRI1.pdf]

This briefing introduces a range of approaches and specifications for recording and exchanging data generated by the interactions of users with resources.

Such data is a form of Activity Data, which can be defined as “the record of any user action that can be logged on a computer”. Meaning can be derived from Activity Data by querying it to reveal patterns and context, this is often referred to as Analytics. Activity Data can be shared as an Activity Stream, a list of recent activities performed by an individual. Initiatives such as OpenSocial, ActivityStreams and TinCan API have produced specifications and APIs to share Activity Data across platforms and applications.

While Activity Streams record the actions of individual users and their interactions with multiple resources and services, other specifications have been developed to record the actions of multiple users on individual resources. This data about how and in what context resources are used is often referred to as Paradata. A specification for recording and exchanging paradata has been developed by the Learning Registry, an open source content-distribution network for storing and sharing information about learning resources.

[pdf http://publications.cetis.org.uk/wp-content/uploads/2013/05/paradataBriefing.pdf]

This paper reflects on Cetis’ involvement with the Learning Registry and Jisc’s Learning Registry Node Experiment at Mimas (The JLeRN Experiment), and their application to UKOER initiatives. Initially funded by the US Departments of Education and Defense, the Learning Registry (LR) is an open source network for storing and distributing metadata and curriculum, activity and social usage data about learning resources across diverse educational systems.

The LR’s innovative technical methodology applies a new approach to the perennial problems of describing and managing OERs. Rather than mandating specific standards, the LR is metadata agnostic; it ingests all kinds of resource descriptions and data into a document-oriented, schema-free database. Described as “social networking for metadata”, the LR should make it possible to mine networks to build useful services based on the context in which educational resources are used, and the conversations users have around them.

Since its inception, there has been sustained interest in the LR from a number of innovative technologists and developers within the UKOER community. Part of Cetis’ and JLeRN’s brief was to engage this group to explore the applicability of the LR approach to UKOER initiatives, and to scope the type of services that could usefully be built on top of an open LR node. As a result, a small number of projects and developers have engaged with JLeRN and the LR and have established the technical feasibility of implementing the LR architecture and ingesting and extracting data, and have also demonstrated a range of innovative services that can be built on top of an LR node. However, the network effect currently remains unproven, as there are only a handful of nodes in existence.

In exploring the benefits and drawbacks of the LR approach, JLeRN and CETIS surfaced a number of issues. These include managing expectations of the LR’s promise in light of its early stage of development; examining the technical skills and capacity available in the sector; identifying the benefits of adopting the LR versus other technologies (e.g. basic schema-free noSQL databases, RDF triple stores); and exploring the value of the LR approach to subject areas with clearly defined curricula and learning outcomes.

The problem of sharing the educational context and value of resources is one that the sector has struggled with for many years. The LR may not conclusively solve this messy problem, but by taking a new approach to the challenge, it certainly merits further attention.

This paper reports and reflects on the innovative technical approaches adopted by UKOER projects to resource description, search engine optimisation and resource discovery. The HEFCE UKOER programmes ran for three years from 2009 to 2012 and funded a large number and variety of projects focused on releasing open educational resources (OERs) and embedding open practice. The Cetis Innovation Support Centre was tasked by JISC with providing strategic advice, technical support and direction throughout the programme. One constant across the diverse UKOER projects was their desire to ensure the resources they released could be discovered by people who might benefit from them; if no one can find an OER no one will use it. This paper will focus on three specific approaches with potential to achieve this aim: search engine optimisation, embedding metadata in the form of schema.org microdata, and sharing “paradata” information about how resources are used.

Search Engine Optimisation (SEO) is the process of improving the visibility of resources in search engine results in order to make the resource more discoverable. Discoverability also relates to the ability to find resources in appropriate places, for example, in curated collections, institutional repositories and through web services. In terms of open educational resources, SEO interventions can be made at the level of the individual OER, e.g. as described by projects such as OpenSpires and SCOOTER; or at the collection management level, e.g. Triton’s use of WordPress to optimise SEO.

While SEO focuses on human readable, textual descriptions of resources, presented in a structured or semi-structured format; an alternative approach to resource description is structured, machine-readable metadata. The two can be combined in approaches such as microformats, RDFa, and microdata which bridge the gap between human-oriented resource description and machine readable metadata. This paper will report on activities undertaken throughout the UKOER programmes to identify what metadata is really required for OERs, challenges in formalising metadata to describe educational characteristics of OERs, and efforts to address some of these issues through the Learning Resource Metadata Initiative (LRMI).

It has long been acknowledged that publisher-created resource descriptions and formal metadata records are not the only useful sources of information about learning resources, particularly OERs. Often more useful, contextually sensitive and extensive information can be created by users, both incidentally as they interact with resources, and through the conscious actions of reviewing, tagging, discussing and recommending OERs. “Paradata” offers a new approach to gathering, surfacing and sharing this information, which may offer potential solutions to some of the more intractable problems around describing the educational characteristics of resources. We will report briefly on the activities of the Learning Registry and other projects that are exploring the use of “paradata”.

We hope this paper will highlight the importance of effective resource description to the discoverability of OERs, explore innovative approaches to old problems and provide pointers to where future efforts might be directed to maximise the benefits of open educational resources.

Preview:
[pdf http://publications.cetis.org.uk/wp-content/uploads/2013/04/OER13_resourcediscovery.pdf]

Between 2009 and 2012 the Higher Education Funding Council funded a series of programmes to encourage higher education institutions in the UK to release existing educational content as Open Educational Resources. The HEFCE funded UK OER Programme was run and managed by the JISC and the Higher Education Academy. The JISC CETIS “OER Technology Support Project” provided support for technical innovation across this programme. This book synthesises and reflects on the approaches taken and lessons learnt across the Programme and by the Support Project.

This book is not intended as a beginners guide or a technical manual, instead it is an expert synthesis of the key technical issues arising from a national publicly-funded programme. It is intended for people working with technology to support the creation, management, dissemination and tracking of open educational resources, and particularly those who design digital infrastructure and services at institutional and national level.

Availability

Published by University of Bolton, Deane Road, Bolton, BL3 5AB

ISBN: 978-0-907311-35-5 (print on demand: book (£3.36) printed by Lulu; or free pdf to print yourself)
ISBN: 978-0-907311-36-2 (ebook, Kindle: free download; or from Amazon (77p))
ISBN: 978-0-907311-37-9 (ebook, ePub: free download)
ISBN: 978-0-907311-38-6 (ebook, pdf: free download)
(All prices are the minimum for the distribution channel)

Licence and source

Into the wild – Technology for open educational resources by Amber Thomas, Lorna M. Campbell, Phil Barker and Martin Hawksey (Eds) is licensed under a Creative Commons Attribution 3.0 Unported License.

You are free to share (to copy, distribute and transmit the work) to remix (to adapt the work) and to make commercial use of the work under the proviso that you attribute the origin of the work (if possible please include the title, the names of the editors / authors and a link to this page).

To help you re-use this work editable formats are available. We originally wrote the book using the BookType, an online collaborative authoring and publishing platform. Booktype will allow you to clone our source, contact Phil Barker if you would like to do so. There is also a Word .docx file that we used for the final published versions.

Errors and bugs?

There are some minor bugs in some versions: bullet points don’t display well on the kindle version, reference links are erratic on the ePub version (more for some readers than others), the images on the print pdf have white lines on them. We hope none of these are serious problems for you. If you do find a serious problem please contact Phil Barker.

Link: Executive Summary (pdf)

Executive Summary
This report contains the findings of a study carried out by the Centre for Academic Practice & Learning Enhancement (CAPLE) and Centre for Educational Technology and Interoperability Standards (CETIS), at the University of Strathclyde. The study focuses on the involvement of the Library as an organizational unit, and of individual librarians and other information science specialists, in open educational resources (OER) initiatives. This research study contributes to the current Open Educational Resources (OER) Programme [http://www.jisc.ac.uk/oer], an initiative by JISC and the HEA whose objective is to promote the creation, dissemination, access and use of OER. This programme represents a firm commitment by UK Higher Education (HE) institutions to the OER movement.

This study is based on a survey targeted to OER projects worldwide, partially based on preliminary work done by CETIS Research Fellow John Robertson (2010b). The current survey incorporates 15 questions, which make use of scaled, multiple choice, structured, and open questions. It was implemented online using SurveyGizmo, and responses were gathered during October and November 2011.

Disregarding partial, empty, duplicated, and problematic responses, the total number of usable participants was 57. However, as all of the survey questions were optional, the number of useful answers varied between different sections, questions and options. Nine of the participants (15.8%) only answered the first section providing some basic information about their OER Initiative and its objectives. These contributions were not excluded as they provide significant insights into the aims of current OER initiatives around the world.

The geographical distribution of survey participants is quite heterogeneous with contributions coming from all continents. The countries with most contributors are, in descending order, the United Kingdom, USA, Spain, South Africa, India, and Nigeria. The majority of contributions came from HE institutions (81.3%), with fewer contributions coming from research centres, publishers, international organizations, NGO, and even an e-learning private centre and a high school. The majority of respondents participate in UKOER and Open Course Ware projects.

The main objectives of these OER initiatives are: to implement a repository or a content management/publishing system for OER release (57.9%); to release existing institutional content as OER (56.1%); and, to raise awareness of OER and encourage the use of open educational content within the local academic community (52.6%).
The analysis of those survey questions regarding the involvement and roles of the library and librarians at OER initiatives shows a considerable heterogeneity of situations. Their involvement of librarians is significant: three out of four projects teams count on at least one librarian, and most of them are based on the institutional library. In half of the projects accounted for, the library is leading or a partner of the initiative. The main areas of library’s involvement are: description and classification, management, preservation, dissemination, and promotion of OER. In order to support these activities, librarians provided expertise in information science areas, especially: metadata standards, vocabularies, indexing and classification, information retrieval, information literacy, and repository technology and management. It was also found, however, that librarians needed to develop expertise in different areas, including SEO and IPR and licensing options, but mainly about e-learning and OER knowledge, technologies and standards.

OER initiatives participating in this study positively valued the libraries’ and librarians’ involvement. Most respondents considered the contributions made to be absolutely indispensable (36%) or very valuable (25%). However, a small, but significant percentage of projects felt that the involvement of libraries and librarians had no influence (11%) or that their impact had been insufficient (5%) to date.

The final conclusions of this study indicate that even if the library and/or librarians are well valued by projects where they are already engaged with, the participation of the library is still not widespread, and a significant lack of awareness exists both from OER initiatives with regards to library activities and from the libraries about the resources released by OER initiatives. However, most of the objectives of content-focused OER initiatives are strongly related to library and information science activities and skills and we consider that their involvement would be of great benefit to those projects not yet engaged with them.

We found a clear need to promote the role that libraries and librarians can play in OER initiatives, highlighting the expertise and competencies which libraries and librarians can offer. This active promotion is needed to build awareness among stakeholders about libraries and librarians potential contribution to the OER movement, but also, among libraries and librarians about their key role as OER advocates within and out-with their institutions.

We suggest that a further analysis of the practices of OER initiatives regarding their strategies for storing and dissemination of content, the creation and management of OER collections, and the OER lifecycle is required to effectively promote the role of libraries and information professionals. This analysis, together with an accurate identification of objectives and needs of OER initiatives, would allow for better development of best practice guidelines and recommendations, where librarians have an important role to play.

We conclude that libraries, libraries associations, and LIS education institutions should take on the development of the skills that librarians need to better support OER initiatives, designing and offering training programs and improving syllabus.

Preview
[pdf http://publications.cetis.org.uk/wp-content/uploads/2012/08/OER-Libraries-Survey-Report.pdf]

Summary: This paper provides an overview of specifications and standards for metadata relating to learning materials. It is structured to present first the currently established metadata schemas in use today (specifically the IEEE LOM and Dublin Core metadata), then to examine current developments and activities before looking at what might be the future challenges. The examination of current developments and activities highlights the increasingly recognized importance of metadata schema that describe what have in the past been thought of as secondary aspects of learning materials (for example who uses them and what for), and the importance of alternative approaches to structured metadata for resource description.

Published in Technology, Instruction, Cognition and Learning vol 7 (3-4) 2010, pp 225-243.

[pdf http://www.icbl.hw.ac.uk/publicationFiles/2010/TICLMetadata/TICLpaper.MetadataForEducation_postref.pdf]

This report details the findings of a scoping study carried out for the JISC to investigate a potential metadata application profile for learning materials. The objective of the study was to synthesize and analyse the advice that is currently available to managers of repositories containing educational materials who need to define a metadata element set to describe those materials. The hope was that this would help define the scope of a potential Learning Materials Application Profile. There was no intention to produce an application profile as part of this work, nor was the work limited to any particular metadata schema.

[pdf http://publications.cetis.org.uk/wp-content/uploads/2011/10/lmapscopingreport.pdf]

No longer current.

A CETIS Briefing Paper on the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH), which offers a simple technical option for catalogue and repository services to make their metadata available to other services.

A CETIS briefing paper on the IEEE 1484.12.1 – 2002 Standard for Learning Object Metadata, a standard for the description of “learning objects”. IEEE 1484.12.1 is the first part of a multipart standard, and describes the LOM data model. The LOM data model specifies which aspects of a learning object should be described and what vocabularies may be used for these descriptions; it also defines how this data model can be amended by additions or constraints.

[pdf http://publications.cetis.org.uk/wp-content/uploads/2011/02/WhatIsIEEELOM.pdf]