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How Innovation,
Community Building and
100% Open Works
on the Global Stage
The Apereo Learning
Analytics Initiative
Ian Dolphin
Apereo Foundation
ian.dolphin@apereo.org
Alan Berg
Apereo Foundation
alan.berg@apereo.org
Patrick Lynch
Apereo Foundation
patrick.lynch@apereo.org
What is Apereo?
Introduction
Apereo Foundation Mission
… to assist and facilitate educational
organizations which “collaborate to
foster, develop, and sustain open
technologies and innovation to support
learning, teaching, and research."
Open Source Software
“… software for which the
original source code is made
freely available and may be
redistributed and modified …”
https://opensource.org/osd-annotated
Apereo Foundation
Membership Organization
Legal: New Jersey 501.c.3 (non profit)
Elected Board of Directors
Global Membership
Events
Incubation
Recognition Programs
Community Infrastructure
Tech Infrastructure
Intellectual Property Management
£ $ € Accounting etc
FARM: Funding and Resource Management
Purpose
Reduce the overhead of collaboration
Manage collective intellectual property
Provide shared services reducing friction
Offer help to new oss starters - incubation
Organisation: Apereo Communities
16 17 Software Projects/Communities
Communities of Interest
Teaching and Learning
Learning Analytics
Face to face events
Webinars
Mailing lists
Formal and informal connections
Commercial support ecosystem
Educational Institutions
Apereo = 80
Commercial Affiliates
Apereo = 13
£ $ €
Software Communities
AKA “Projects”
Apereo Foundation
Shared Services
Educational Institutions
LAMP = 18
Educational Institutions
ESUP = 72
Human Resource
Funding
Partnerships
Apereo Foundation
80 HE Members & Commercial Partners
ESUP-Portail
73 HE Members France
LAMP
18 Small Colleges - North America
The Higher Education Context
Perspectives and Priorities
‘Do More With less’
“Non-traditional” is the new tradition
Rising student expectations
Costs of retention vs costs of recruitment
Compliance and regulatory frameworks
For IT in Europe* -
General Data Processing Directive (2018)
*Or wishing to do business with EU citizens …
In General
NGDLE
Educause Learning Initiative Workshops
Practitioners desire for flexibility beyond the LMS/VLE
Principle Dimensions:
•Interoperability and integration
•Personalization
•Collaboration
•Accessibility and Universal Design
•Analytics, Advising and Learning Assessment
Next Generation Digital Learning Environment
Learning Analytics Definition
“Measurement, collection, analysis and reporting of
data about learners and their contexts, for purposes of
understanding and optimizing learning and the
environments in which it occurs” (1)
(1) Learning and Academic Analytics, Siemens, G., 5 August 2011, http://www.learninganalytics.net/?p=131
#LSAC17 Keynote @dgasevic
Recognising that learning analytics
is about learning - not just big data
#LearningAnalytics
Four principle approaches
Observation - from practitioners
Learning Analytics approaches
Bundle with LMS/VLE and/or SIS
Focus on retention & early identification
Limited datasets - expandable?
Learning Analytics approaches
Bundle with LMS/VLE and/or SIS
Focus on retention & early identification
Limited datasets - expandable?
Pass Data to External Agent
Focus on retention & early identification
Privacy concerns FERPA (US), GDPR (EU)
Learning Analytics approaches
Bundle with LMS/VLE and/or SIS
Focus on retention & early identification
Limited datasets - expandable?
Pass Data to External Agent
Focus on retention & early identification
Privacy concerns FERPA (US), GDPR (EU)
Competency Based Learning
Early efforts @ personalised sequencing
Tends to operate around “internal” data.
Learning Analytics approaches
Competency Based Learning
Early efforts @ personalised sequencing
Tends to operate around “internal” data.
Bundle with LMS/VLE and/or SIS
Focus on retention & early identification
Limited datasets - expandable?
Pass Data to External Agent
Focus on retention & early identification
Privacy concerns FERPA (US), GDPR (EU)
Analytics Platform
Focus on retention & early identification
Flexibility. Connect additional data sets.
Apereo Learning Analytics
Software Platform


A Strategic Technology Choice
Increased flexibility and choice: Mix and Match

Standards based: xAPI, adding Caliper
Bundling analytics capability with SIS + LMS/VLE?
Present and future limitations?
Is this where you want to query data?
Component-based Analytics Platform
Learning
Activities
Collection
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning Record
Storage
Learning
Activities
Collection
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning Record
Storage
Connectors:
VLE/LMS-SIS
Student Success Plan
Apache Spark, Hadoop
Learning Analytics Processor
Learner Record Warehouse
OpenDashboard
Transport: xAPI, Caliper
Learning
Activities
Collection
Summary and Results
Communication
Analysis Results
Action
Learning
Data
Analysis
Learning Record
Storage
tsugi次
Four Early Adopters
Apereo Community Practice - Illustrative
North Carolina State
Research Intensive - part of UNC System

34,000+ students = 30m events in Moodle logs PS

SIS Data

Predictive Analytics - modified Marist model

Student risk scores within 2 weeks of start
University of Notre Dame
University of Notre Dame

Catholic Research University - Indiana

12,000+ Students = 20m events in Sakai logs PS

SIS Data

Predictive Analytics - early alert objectives

Work in progress …
MENESR partnership

Pilot at Université de Lorraine

Multi-disciplinary team - teachers, researchers, 

data scientists

Experimenting across range of scenarios
Will inform future national direction
DUNE EOLE Project
Jisc National Service (UK)
National service in UK, focus on retention

Component-based platform - Apereo components

with Learning Locker LRS

Commercial LMS/VLE + SIS Vendor engagement

Student app, modelled on fitness app paradigm
Jisc - Institutional Readiness (UK)
1. Shared and clear understanding of the goals of a LA solution
2. Organisational readiness
A. Strong committed senior leader and governance structure
B. Stakeholder involvement
C. Shared definition/understanding of terminology e.g. retention
D. Ethics and privacy policies developed
E. Business process/policies and practice aligned
F. Training, support and communication strategies in place
3. Technical readiness
G. Data security implemented
H. Access and quality assurance of data
I. Use role definition and access rights identified
4. Resources to deliver the above
http://tinyurl.com/y8zwgq38
“Big 7” Lessons from Early Adopters
1 Have clearly defined purpose/s
2 Explore moral and ethical dimensions
3 Examine legality and consent
4 Inclusive planning. Esp. governance & ethics
5 Audit capacity and expertise
6 Determine strategic technical approach
7 Secure institutional leadership buy-in
How Innovation,
Community Building and
100% Open Works
on the Global Stage
The Apereo Learning
Analytics Initiative
Ian Dolphin
Apereo Foundation
ian.dolphin@apereo.org
Alan Berg
Apereo Foundation
alan.berg@apereo.org
Patrick Lynch
Apereo Foundation
patrick.lynch@apereo.org

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Apereo Learning Analytics Overview

  • 1. How Innovation, Community Building and 100% Open Works on the Global Stage The Apereo Learning Analytics Initiative Ian Dolphin Apereo Foundation ian.dolphin@apereo.org Alan Berg Apereo Foundation alan.berg@apereo.org Patrick Lynch Apereo Foundation patrick.lynch@apereo.org
  • 3. Apereo Foundation Mission … to assist and facilitate educational organizations which “collaborate to foster, develop, and sustain open technologies and innovation to support learning, teaching, and research."
  • 4. Open Source Software “… software for which the original source code is made freely available and may be redistributed and modified …” https://opensource.org/osd-annotated
  • 5. Apereo Foundation Membership Organization Legal: New Jersey 501.c.3 (non profit) Elected Board of Directors Global Membership
  • 6. Events Incubation Recognition Programs Community Infrastructure Tech Infrastructure Intellectual Property Management £ $ € Accounting etc FARM: Funding and Resource Management
  • 7. Purpose Reduce the overhead of collaboration Manage collective intellectual property Provide shared services reducing friction Offer help to new oss starters - incubation
  • 8. Organisation: Apereo Communities 16 17 Software Projects/Communities Communities of Interest Teaching and Learning Learning Analytics Face to face events Webinars Mailing lists Formal and informal connections Commercial support ecosystem
  • 9. Educational Institutions Apereo = 80 Commercial Affiliates Apereo = 13 £ $ € Software Communities AKA “Projects” Apereo Foundation Shared Services Educational Institutions LAMP = 18 Educational Institutions ESUP = 72 Human Resource Funding
  • 10. Partnerships Apereo Foundation 80 HE Members & Commercial Partners ESUP-Portail 73 HE Members France LAMP 18 Small Colleges - North America
  • 11. The Higher Education Context Perspectives and Priorities
  • 12. ‘Do More With less’ “Non-traditional” is the new tradition Rising student expectations Costs of retention vs costs of recruitment Compliance and regulatory frameworks For IT in Europe* - General Data Processing Directive (2018) *Or wishing to do business with EU citizens … In General
  • 13. NGDLE Educause Learning Initiative Workshops Practitioners desire for flexibility beyond the LMS/VLE Principle Dimensions: •Interoperability and integration •Personalization •Collaboration •Accessibility and Universal Design •Analytics, Advising and Learning Assessment Next Generation Digital Learning Environment
  • 14.
  • 15. Learning Analytics Definition “Measurement, collection, analysis and reporting of data about learners and their contexts, for purposes of understanding and optimizing learning and the environments in which it occurs” (1) (1) Learning and Academic Analytics, Siemens, G., 5 August 2011, http://www.learninganalytics.net/?p=131
  • 16. #LSAC17 Keynote @dgasevic Recognising that learning analytics is about learning - not just big data #LearningAnalytics
  • 18. Learning Analytics approaches Bundle with LMS/VLE and/or SIS Focus on retention & early identification Limited datasets - expandable?
  • 19. Learning Analytics approaches Bundle with LMS/VLE and/or SIS Focus on retention & early identification Limited datasets - expandable? Pass Data to External Agent Focus on retention & early identification Privacy concerns FERPA (US), GDPR (EU)
  • 20. Learning Analytics approaches Bundle with LMS/VLE and/or SIS Focus on retention & early identification Limited datasets - expandable? Pass Data to External Agent Focus on retention & early identification Privacy concerns FERPA (US), GDPR (EU) Competency Based Learning Early efforts @ personalised sequencing Tends to operate around “internal” data.
  • 21. Learning Analytics approaches Competency Based Learning Early efforts @ personalised sequencing Tends to operate around “internal” data. Bundle with LMS/VLE and/or SIS Focus on retention & early identification Limited datasets - expandable? Pass Data to External Agent Focus on retention & early identification Privacy concerns FERPA (US), GDPR (EU) Analytics Platform Focus on retention & early identification Flexibility. Connect additional data sets.
  • 23. 
 A Strategic Technology Choice Increased flexibility and choice: Mix and Match
 Standards based: xAPI, adding Caliper Bundling analytics capability with SIS + LMS/VLE? Present and future limitations? Is this where you want to query data? Component-based Analytics Platform
  • 24. Learning Activities Collection Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Record Storage
  • 25. Learning Activities Collection Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Record Storage Connectors: VLE/LMS-SIS Student Success Plan Apache Spark, Hadoop Learning Analytics Processor Learner Record Warehouse OpenDashboard Transport: xAPI, Caliper
  • 26. Learning Activities Collection Summary and Results Communication Analysis Results Action Learning Data Analysis Learning Record Storage tsugi次
  • 27. Four Early Adopters Apereo Community Practice - Illustrative
  • 28. North Carolina State Research Intensive - part of UNC System
 34,000+ students = 30m events in Moodle logs PS
 SIS Data
 Predictive Analytics - modified Marist model
 Student risk scores within 2 weeks of start
  • 29. University of Notre Dame University of Notre Dame
 Catholic Research University - Indiana
 12,000+ Students = 20m events in Sakai logs PS
 SIS Data
 Predictive Analytics - early alert objectives
 Work in progress …
  • 30. MENESR partnership
 Pilot at Université de Lorraine
 Multi-disciplinary team - teachers, researchers, 
 data scientists
 Experimenting across range of scenarios Will inform future national direction DUNE EOLE Project
  • 31. Jisc National Service (UK) National service in UK, focus on retention
 Component-based platform - Apereo components
 with Learning Locker LRS
 Commercial LMS/VLE + SIS Vendor engagement
 Student app, modelled on fitness app paradigm
  • 32. Jisc - Institutional Readiness (UK) 1. Shared and clear understanding of the goals of a LA solution 2. Organisational readiness A. Strong committed senior leader and governance structure B. Stakeholder involvement C. Shared definition/understanding of terminology e.g. retention D. Ethics and privacy policies developed E. Business process/policies and practice aligned F. Training, support and communication strategies in place 3. Technical readiness G. Data security implemented H. Access and quality assurance of data I. Use role definition and access rights identified 4. Resources to deliver the above http://tinyurl.com/y8zwgq38
  • 33. “Big 7” Lessons from Early Adopters 1 Have clearly defined purpose/s 2 Explore moral and ethical dimensions 3 Examine legality and consent 4 Inclusive planning. Esp. governance & ethics 5 Audit capacity and expertise 6 Determine strategic technical approach 7 Secure institutional leadership buy-in
  • 34. How Innovation, Community Building and 100% Open Works on the Global Stage The Apereo Learning Analytics Initiative Ian Dolphin Apereo Foundation ian.dolphin@apereo.org Alan Berg Apereo Foundation alan.berg@apereo.org Patrick Lynch Apereo Foundation patrick.lynch@apereo.org