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IEEE LOM is not an option:
     lessons to learn

Miquel Centelles, Mireia Ribera, Marina Salse
       Ensenyament – Assignatura
Grup Adaptabit: Working group on digital accessibility
for teaching, research – 20xx
        Curs 20xx and teaching innovation
       Docent: Nom Cognoms
Departament of Librarianship and Information Science

University of Barcelona
Summary

   Rationale
   Objectives
   Methodology
   Data analysis
   Discussion
   Further steps

2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     2
Rationale:
            context of the research
   A project on creating accessible
    teaching resources within the University
    of Barcelona.
   We want to recommend teachers a
    metadata model covering accessibility
    aspects of resources and processes.


2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     3
Rationale:
why our (first) interest in IEEE LOM
    Adoption of SCORM: Many Learning
     Management Systems support
     SCORM, and SCORM uses IEEE
     LOM metadata.
    Adoption in LMS: LOM as a major
     development of eLearning systems
     (such as LMS) and is widely used in
     such systems, notably for example in
     Europe.
    Adoption of profiles: LOM has been
     widely profiled for particular domains.


                         28th Annual International Technology and
    2/27/2013              Persons with Disabilities Conference     4
Rationale:
why our (first) interest in IEEE LOM




2/27/2013    28th Annual International Technology and
               Persons with Disabilities Conference     5
Rationale:
        known IEEE LOM drawbacks
   Its abstract model is not aligned with basic
    standards for semantic interoperability, such as
    Resource Description Framework (RDF).
   The adaptation of the standard to the web of data
    is suffering from delays in two key processes:
       The IEEE LOM mapping to Dublin Core (DCMI)
        abstract model.
       The elaboration and publication of an official RDF
        vocabulary.

2/27/2013              28th Annual International Technology and
                         Persons with Disabilities Conference     6
Objectives
              of the research
1.   Identification of application profiles
     based on IEEE LOM.
2.   Descriptive review of IEEE LOM
     application profiles (AP).
3.   Descriptive review of AP implementation
     on Learning Resource Repositories
     (LRR).

2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     7
Methodology:
            on application profiles
Application profiles gathering:
     Literature search through key
      actors, European projects, and bibliographic
      databases.
     Complement with questionnaires and
      interviews to AP holders.



2/27/2013          28th Annual International Technology and
                     Persons with Disabilities Conference     8
Methodology:
               on application profiles
   Application profiles selection:
       It must be based (mostly) on IEEE LOM, of
        course
       It must be currently active
       No restrictions on:
        •   the practice community
        •   the scope of application profiles (topics…)
        •   the country of origin

2/27/2013                28th Annual International Technology and
                           Persons with Disabilities Conference     9
Methodology:
            on application profiles
   Key data of findings:
       32 different application profiles
       3 have a world wide scope
       11 are focused on Europe
       4 are focused on USA
       the remaining 17 are focused on
        different, specific countries

2/27/2013             28th Annual International Technology and
                        Persons with Disabilities Conference     10
Methodology:
                       on LRRs
   One LRR is selected for each IEEE LOM
    application profile:
       It must offer openly accessible resources
       It could belong to one unique institution, or to
        several
       If several LRRs, selection based on:
        •   University over lower studies
        •   Broad content over specialized


2/27/2013                28th Annual International Technology and
                           Persons with Disabilities Conference     11
Methodology:
                         on LRRs
   10 samples of metadata records are obtained from
    each LRR:
       Search period: 29th August-8th October 2012.
       Search strategy (descending order):
        •   1st Criteria: first learning resources published during 2012
        •   2nd Criteria: learning resources of the type “Lecture”
        •   3rd Criteria: keyword “education”


Finally, we got search results concerning 24 APs


2/27/2013                   28th Annual International Technology and
                              Persons with Disabilities Conference         12
Methodology:
10 samples of records of each LRR




            28th Annual International Technology and
2/27/2013     Persons with Disabilities Conference     13
Data analysis:
             2 different purposes


    APs versus base standard IEEE LOM


            Metadata records versus APs




2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     14
Data analysis:
             different evidence levels
   Not all AP provides the same quantity and quality
    of evidences for the analysis.
       All of them: documentation about schema and data
        values
       Other evidences, depending on each AP:
        •   Full evidence level: records in XML binding.
        •   Medium evidence level: records in some human readable
            format (not XML).
        •   Low evidence level: no metadata records (8 APs), mostly due
            to LRR out of order during the test period.



2/27/2013                 28th Annual International Technology and
                            Persons with Disabilities Conference     15
Data analysis:
            APs vs. base standard
   # of simple data elements in AP versus 58
    total in the base Standard


   # of mandatory simple data elements in AP


   # of non allowed modifications within AP:


2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     16
Data analysis:
            APs vs. base standard




2/27/2013        28th Annual International Technology and
                   Persons with Disabilities Conference     17
Data analysis:
            APs vs. base standard
   Non allowed modifications:
    1.   Altering the relative location of an existing data
         element (e.g. moving a parent element to a child
         one)
    2.   Creating a new element that mimics the semantic
         intent of an existing element
    3.   Changing the meaning of an existing element
    4.   Changing the name of an element
    5.   Extending a schema other than at a specified
         extension point

2/27/2013              28th Annual International Technology and
                         Persons with Disabilities Conference     18
Data analysis:
            APs vs. base standard
   Non allowed modifications (cont.):
    6.   Extending cardinality of an element
    7.   Adding new items in a controlled vocabulary list
    8.   Modifying the value space and data type of data
         elements from the base schema.
    9.   Defining data types or value spaces for
         aggregate data elements in the base schema


2/27/2013             28th Annual International Technology and
                        Persons with Disabilities Conference     19
Number of simple data elements
  included in AP respect base schema
120.00%




100.00%




80.00%




60.00%




40.00%




20.00%




 0.00%




             28th Annual International Technology and
2/27/2013      Persons with Disabilities Conference     20
Number of simple data elements
 included in AP respect base schema

14 APs include less than the 58 elements in
the base standard (44%)
12 APs include all the 58 data elements in
the base standard (37%)
6 APs include more than the 58 elements in
the base standard (19%)


               28th Annual International Technology and
2/27/2013        Persons with Disabilities Conference     21
Number of mandatory simple data
         elements stated by AP
35



30



25



20



15



10



 5



 0




               28th Annual International Technology and
 2/27/2013       Persons with Disabilities Conference     22
Number of mandatory simple data
       elements stated by AP

25 APs state mandatory (simple) data elements
(78%):
     At top: Biosci Education Network (BEN) states 30
      mandatory elements
     At bottom: LOM-FR states 3 mandatory elements
7 APs don’t state any mandatory (simple) data
elements (22%)

                   28th Annual International Technology and
2/27/2013            Persons with Disabilities Conference     23
AP is conformant with base schema?




            28th Annual International Technology and
2/27/2013     Persons with Disabilities Conference     24
AP is conformant with base schema?

4 APs are fully conformant with the base schema (12%)
25 APs are not fully conformant with the base schema
(78%)
   The less respected restriction: Adding new items in a
    controlled vocabulary list (18/25)
   The most respected restriction: Defining data types or value
    spaces for aggregate data elements in the base schema
    (2/25)
In 3 cases, solid conclusions can not be made based on
available sources (9%)


                      28th Annual International Technology and
2/27/2013               Persons with Disabilities Conference     25
Data analysis:
    Metadata records versus APs
   Our questions are:
       Metadata records respect mandatory
        conditions of simple data elements in the AP?
       Metadata records in the LRR apply controlled
        vocabularies established by the AP?
       Metadata records in the LRR respect
        requirement related to value spaces and data
        types in the AP?

2/27/2013           28th Annual International Technology and
                      Persons with Disabilities Conference     26
LRR follows mandatory conditions?




             28th Annual International Technology and
2/27/2013      Persons with Disabilities Conference     27
LRR follows mandatory conditions?

•   Not applicable in 5 LRRs (21%)
•   Mandatory conditions are followed in 5
    LRRs (21%)
•   Mandatory conditions are not followed in
    11 LRRs (46%)
•   In 3 cases, solid conclusions can not be
    made based on available sources (12%)

                28th Annual International Technology and
2/27/2013         Persons with Disabilities Conference     28
LRR applies specified controlled
              vocabulary?




               28th Annual International Technology and
2/27/2013        Persons with Disabilities Conference     29
LRR applies specified controlled
             vocabularies?

•   Specified controlled vocabularies are
    applied in 19 LRRs (79%)
•   Specified controlled vocabularies are not
    applied in 1 LRR (4%)
•   In 4 cases, solid conclusions can not be
    made based on available sources (17%)


                28th Annual International Technology and
2/27/2013         Persons with Disabilities Conference     30
LRR apply data types and values
             restrictions?




              28th Annual International Technology and
2/27/2013       Persons with Disabilities Conference     31
LRR applies data types and values
              restrictions?

•   Data types and values restrictions are
    applied in 11 LRRs (46%)
•   Data types and values restrictions are not
    applied in 1 LRR (4%)
•   In 12 cases, solid conclusions can not be
    made based on available sources (50%)


                28th Annual International Technology and
2/27/2013         Persons with Disabilities Conference     32
Discussion:
            disappointing results
   Most AP are not conformant with IEEE
    LOM base standard.
   Implementation of AP on LRR don’t even
    follow the application profile conditions.
   Availability of interchange formats
    (XML, JSON... not to say RDF) for
    metadata records is not a broad practice.

2/27/2013        28th Annual International Technology and
                   Persons with Disabilities Conference     33
Discussion:
    main conformance black holes
   Extension of controlled vocabularies with
    new words created adhoc.
   Modifications in value spaces and data
    types of data elements.
   Definition of data types or value spaces for
    aggregated data elements.


2/27/2013        28th Annual International Technology and
                   Persons with Disabilities Conference     34
Discussion:
             lessons learned
   Keep them simple. Metadata is an
    “overhead” task which should be minimum
    and as automatic as possible.
   Force conformance through XML
    schemas, semantic web vocabularies or
    other applied constraints
   Set a standard for the display of records
    and their reusability.

2/27/2013        28th Annual International Technology and
                   Persons with Disabilities Conference     35
Further steps:
        new standards in competition
   Based on those drawbacks, we have decided
    to move on new alternatives for metadata
    base schema:
     ISO/IEC 19788 Metadata for learning resources
      (MLR) standard
    …or…
     Learning Resources Metadata Initiative
      (LRMI), which uses microdata and is led by
      significant companies.

2/27/2013          28th Annual International Technology and
                     Persons with Disabilities Conference     36
Further steps:
              we’ll keep monitoring
   Nevertheless, we’ll keep on completing the map
    of IEEE LOM based AP.
   In order to:
       Monitoring the evolution and adaptation of IEEE
        LOM APs to the semantic web.
       Monitoring the solutions which LRRs adopt to
        manage mentioned challenges.
       Monitoring the evolution of IEEE LOM standard in
        relation with the raising of “new” learning resources
        metadata standards.

2/27/2013               28th Annual International Technology and
                          Persons with Disabilities Conference     37
Further steps:
               collaborations?
   We ask you to give us information about
    IEEE LOM APs and LRR using
    them, answering the questionnarie for this
    purpose available at:
       Adaptabit http://bd.ub.edu/adaptabit/

   We will offer you the publication of all the
    data about IEEE LOM APs as open data.

2/27/2013         28th Annual International Technology and
                    Persons with Disabilities Conference     38
Thanks for your attention!


            Questions,
               Opinions,
                    Suggestions…
            miquel.centelles@ub.edu


2/27/2013        28th Annual International Technology and
                   Persons with Disabilities Conference     39

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Csun pse-006-presentation-2013 v2.1

  • 1. IEEE LOM is not an option: lessons to learn Miquel Centelles, Mireia Ribera, Marina Salse Ensenyament – Assignatura Grup Adaptabit: Working group on digital accessibility for teaching, research – 20xx Curs 20xx and teaching innovation Docent: Nom Cognoms Departament of Librarianship and Information Science University of Barcelona
  • 2. Summary  Rationale  Objectives  Methodology  Data analysis  Discussion  Further steps 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 2
  • 3. Rationale: context of the research  A project on creating accessible teaching resources within the University of Barcelona.  We want to recommend teachers a metadata model covering accessibility aspects of resources and processes. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 3
  • 4. Rationale: why our (first) interest in IEEE LOM  Adoption of SCORM: Many Learning Management Systems support SCORM, and SCORM uses IEEE LOM metadata.  Adoption in LMS: LOM as a major development of eLearning systems (such as LMS) and is widely used in such systems, notably for example in Europe.  Adoption of profiles: LOM has been widely profiled for particular domains. 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 4
  • 5. Rationale: why our (first) interest in IEEE LOM 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 5
  • 6. Rationale: known IEEE LOM drawbacks  Its abstract model is not aligned with basic standards for semantic interoperability, such as Resource Description Framework (RDF).  The adaptation of the standard to the web of data is suffering from delays in two key processes:  The IEEE LOM mapping to Dublin Core (DCMI) abstract model.  The elaboration and publication of an official RDF vocabulary. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 6
  • 7. Objectives of the research 1. Identification of application profiles based on IEEE LOM. 2. Descriptive review of IEEE LOM application profiles (AP). 3. Descriptive review of AP implementation on Learning Resource Repositories (LRR). 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 7
  • 8. Methodology: on application profiles Application profiles gathering:  Literature search through key actors, European projects, and bibliographic databases.  Complement with questionnaires and interviews to AP holders. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 8
  • 9. Methodology: on application profiles  Application profiles selection:  It must be based (mostly) on IEEE LOM, of course  It must be currently active  No restrictions on: • the practice community • the scope of application profiles (topics…) • the country of origin 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 9
  • 10. Methodology: on application profiles  Key data of findings:  32 different application profiles  3 have a world wide scope  11 are focused on Europe  4 are focused on USA  the remaining 17 are focused on different, specific countries 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 10
  • 11. Methodology: on LRRs  One LRR is selected for each IEEE LOM application profile:  It must offer openly accessible resources  It could belong to one unique institution, or to several  If several LRRs, selection based on: • University over lower studies • Broad content over specialized 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 11
  • 12. Methodology: on LRRs  10 samples of metadata records are obtained from each LRR:  Search period: 29th August-8th October 2012.  Search strategy (descending order): • 1st Criteria: first learning resources published during 2012 • 2nd Criteria: learning resources of the type “Lecture” • 3rd Criteria: keyword “education” Finally, we got search results concerning 24 APs 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 12
  • 13. Methodology: 10 samples of records of each LRR 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 13
  • 14. Data analysis: 2 different purposes APs versus base standard IEEE LOM Metadata records versus APs 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 14
  • 15. Data analysis: different evidence levels  Not all AP provides the same quantity and quality of evidences for the analysis.  All of them: documentation about schema and data values  Other evidences, depending on each AP: • Full evidence level: records in XML binding. • Medium evidence level: records in some human readable format (not XML). • Low evidence level: no metadata records (8 APs), mostly due to LRR out of order during the test period. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 15
  • 16. Data analysis: APs vs. base standard  # of simple data elements in AP versus 58 total in the base Standard  # of mandatory simple data elements in AP  # of non allowed modifications within AP: 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 16
  • 17. Data analysis: APs vs. base standard 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 17
  • 18. Data analysis: APs vs. base standard  Non allowed modifications: 1. Altering the relative location of an existing data element (e.g. moving a parent element to a child one) 2. Creating a new element that mimics the semantic intent of an existing element 3. Changing the meaning of an existing element 4. Changing the name of an element 5. Extending a schema other than at a specified extension point 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 18
  • 19. Data analysis: APs vs. base standard  Non allowed modifications (cont.): 6. Extending cardinality of an element 7. Adding new items in a controlled vocabulary list 8. Modifying the value space and data type of data elements from the base schema. 9. Defining data types or value spaces for aggregate data elements in the base schema 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 19
  • 20. Number of simple data elements included in AP respect base schema 120.00% 100.00% 80.00% 60.00% 40.00% 20.00% 0.00% 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 20
  • 21. Number of simple data elements included in AP respect base schema 14 APs include less than the 58 elements in the base standard (44%) 12 APs include all the 58 data elements in the base standard (37%) 6 APs include more than the 58 elements in the base standard (19%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 21
  • 22. Number of mandatory simple data elements stated by AP 35 30 25 20 15 10 5 0 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 22
  • 23. Number of mandatory simple data elements stated by AP 25 APs state mandatory (simple) data elements (78%):  At top: Biosci Education Network (BEN) states 30 mandatory elements  At bottom: LOM-FR states 3 mandatory elements 7 APs don’t state any mandatory (simple) data elements (22%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 23
  • 24. AP is conformant with base schema? 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 24
  • 25. AP is conformant with base schema? 4 APs are fully conformant with the base schema (12%) 25 APs are not fully conformant with the base schema (78%)  The less respected restriction: Adding new items in a controlled vocabulary list (18/25)  The most respected restriction: Defining data types or value spaces for aggregate data elements in the base schema (2/25) In 3 cases, solid conclusions can not be made based on available sources (9%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 25
  • 26. Data analysis: Metadata records versus APs  Our questions are:  Metadata records respect mandatory conditions of simple data elements in the AP?  Metadata records in the LRR apply controlled vocabularies established by the AP?  Metadata records in the LRR respect requirement related to value spaces and data types in the AP? 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 26
  • 27. LRR follows mandatory conditions? 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 27
  • 28. LRR follows mandatory conditions? • Not applicable in 5 LRRs (21%) • Mandatory conditions are followed in 5 LRRs (21%) • Mandatory conditions are not followed in 11 LRRs (46%) • In 3 cases, solid conclusions can not be made based on available sources (12%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 28
  • 29. LRR applies specified controlled vocabulary? 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 29
  • 30. LRR applies specified controlled vocabularies? • Specified controlled vocabularies are applied in 19 LRRs (79%) • Specified controlled vocabularies are not applied in 1 LRR (4%) • In 4 cases, solid conclusions can not be made based on available sources (17%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 30
  • 31. LRR apply data types and values restrictions? 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 31
  • 32. LRR applies data types and values restrictions? • Data types and values restrictions are applied in 11 LRRs (46%) • Data types and values restrictions are not applied in 1 LRR (4%) • In 12 cases, solid conclusions can not be made based on available sources (50%) 28th Annual International Technology and 2/27/2013 Persons with Disabilities Conference 32
  • 33. Discussion: disappointing results  Most AP are not conformant with IEEE LOM base standard.  Implementation of AP on LRR don’t even follow the application profile conditions.  Availability of interchange formats (XML, JSON... not to say RDF) for metadata records is not a broad practice. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 33
  • 34. Discussion: main conformance black holes  Extension of controlled vocabularies with new words created adhoc.  Modifications in value spaces and data types of data elements.  Definition of data types or value spaces for aggregated data elements. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 34
  • 35. Discussion: lessons learned  Keep them simple. Metadata is an “overhead” task which should be minimum and as automatic as possible.  Force conformance through XML schemas, semantic web vocabularies or other applied constraints  Set a standard for the display of records and their reusability. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 35
  • 36. Further steps: new standards in competition  Based on those drawbacks, we have decided to move on new alternatives for metadata base schema:  ISO/IEC 19788 Metadata for learning resources (MLR) standard …or…  Learning Resources Metadata Initiative (LRMI), which uses microdata and is led by significant companies. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 36
  • 37. Further steps: we’ll keep monitoring  Nevertheless, we’ll keep on completing the map of IEEE LOM based AP.  In order to:  Monitoring the evolution and adaptation of IEEE LOM APs to the semantic web.  Monitoring the solutions which LRRs adopt to manage mentioned challenges.  Monitoring the evolution of IEEE LOM standard in relation with the raising of “new” learning resources metadata standards. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 37
  • 38. Further steps: collaborations?  We ask you to give us information about IEEE LOM APs and LRR using them, answering the questionnarie for this purpose available at: Adaptabit http://bd.ub.edu/adaptabit/  We will offer you the publication of all the data about IEEE LOM APs as open data. 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 38
  • 39. Thanks for your attention! Questions, Opinions, Suggestions… miquel.centelles@ub.edu 2/27/2013 28th Annual International Technology and Persons with Disabilities Conference 39