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How to Research MOOCs: 
A Primer (with Results) 
D. Christopher Brooks, Ph.D. 
J.D. Walker, Ph.D. 
20th Annual Online Learning Consortium 
International Conference 
29 October 2014
(Ebben & Murphy, 2014) 
(Ebben & Murphy, 2014)
Microwaves : Kitchens :: 
MOOCs : Higher Education
How to Research MOOCs 
Your Background with MOOCs 
How many of you… 
• have participated in the design, teaching, or 
support of a MOOC? 
• work for a university that has offered courses 
as MOOCs? 
• work for a company that 
offers a MOOC platform (EdX, 
Coursera, Udacity, etc.)?
How to Research MOOCs 
MOOCs at Minnesota: Background 
• Offered about 12 MOOCs since summer 
2013: 
– Statistical Molecular Thermodynamics 
– Social Epidemiology 
– Health Informatics 
– Global Food Systems/Sustainability 
– Canine Theriogenology 
– Resilience in Children 
– Fundamentals of Fluid Power 
– Creative Problem-Solving 
• Total nominal enrollment: 333,495
How to Research MOOCs 
Why Researching MOOCs Is Hard 
• Students not very 
motivated 
• Very diverse and 
different student 
population 
• Lack of baseline 
information 
• Non-random attrition
How to Research MOOCs 
Advantages of 
MOOC Research 
• Strength in numbers 
• Large amount of 
non-self-report data 
Kyle Bowen, http://classhack.com/post/76426264075/reallybigdata
MOOC Research Progression: 
Early Stages = Descriptive/Exploratory 
S. Gross. “Blind Men and the Elephant Systems Thinking”
MOOC Research 
Early Stages: Descriptive/Exploratory 
• What are MOOCs? 
• Who takes MOOCs? 
• Why do people take MOOCs? 
• Who teaches MOOCs? 
• What happens in MOOCs? 
Kyle Bowen, http://classhack.com/post/41632460268/moocmart
Early Stages: Descriptive/Exploratory 
Duke University Bioelectricity White Paper 
(Belanger & Thornton, 2013)
Early Stages: Descriptive/Exploratory 
Minnesota Faculty and Student Analysis 
• Research questions: 
– Time & effort 
– Student characteristics 
• Data sources: 
– Time & effort diaries 
– Faculty interviews 
– Pre and post surveys 
– Coursera data 
D. Christopher Brooks, “OZ: Road Work”
Early Stages: Descriptive/Exploratory 
University of Minnesota 
Instructor & TA Self-Reported Effort 
Planning Executing Total 
Statistical Molecular 
Thermodynamics 207.50 205.50 413.00 
Sustainability & 
Food Systems 272.50 157.50 430.00 
Interprofessional 
Health Care 
Informatics 
263.00 56.00 319.00 
Social 
Epidemiology 114.50 74.50 189.00 
Canine 
Theriogenology for 
Dog Enthusiasts 
19.92 52.35 72.27 
Unidentified & TAs 234.95 242.00 476.95 
TOTAL 1,112.37 787.85 1,900.22 
AVERAGE 222.47 157.57 380.04
Early Stages: Descriptive/Exploratory 
University of Minnesota: 
Faculty Experience: Overview 
Personal 
Satisfaction 
Despite 
considerable 
effort 
Student & 
Professional 
Connections 
Broad 
Reach 
Despite low 
completion 
rates 
Professional 
Satisfaction 
Keeping 
Things 
Fresh 
Despite the 
public debate 
Think 
about 
Teaching
Early Stages: Descriptive/Exploratory 
University of Minnesota: 
Faculty Experience: Beyond the MOOC 
BIG 
IDEAS 
Student- 
Centered 
Discussion 
& Activities 
Brief 
Lecture
Early Stages: Descriptive/Exploratory 
University of Minnesota: 
Post-MOOC Follow-Up: Why Offer MOOCs? 
• 90% materials reuse! 
• “I could go on and on about 
the benefits [teaching the 
MOOC has] brought to my 
students, and to my teaching 
and research.” 
Kyle Bowen, http://classhack.com/post/76426180711/five-updated
Early Stages: Descriptive/Exploratory 
University of Minnesota 
Reasons for Enrolling: Factor Analysis 
University 
-related 
reasons 
(3.929) 
Access-related 
reasons 
(1.475) 
Professional 
reasons 
(1.312) 
Enjoyment-related 
reasons 
(1.029) 
1. This subject is relevant to my academic field of study 
2. This class teaches skills that will help my job/career 
3. Because this course is offered by a prestigious 
university 
4. I think taking this course will be fun and enjoyable 
5. I am not geographically close to educational 
institutions 
6. Traditional courses are too expensive 
7. I was interested in taking a course with this professor 
8. This course is offered by the University of Minnesota 
9. General interest in the topic 
10. To help me decide whether to take further 
college/university classes 
11. To make professional connections 
12. To obtain a badge or certification that will be useful to 
me professionally 
• Total variance explained: 64.55% 
• (Eigenvalues in parentheses)
Early Stages: Descriptive/Exploratory 
University of Minnesota: 
Reasons for Enrolling
Early Stages: Descriptive/Exploratory 
ECAR Faculty and Student Surveys: 
MOOCs? What’s a MOOC?
Early Stages: Descriptive/Exploratory 
ECAR Faculty and Student Surveys: 
Support/Opposition of MOOCs in Higher Ed
Early Stages: 
Descriptive/Exploratory 
ECAR Faculty 
and Student 
Surveys: 
Student 
Experiences with 
MOOCs
Early Stages: Descriptive/Exploratory 
ECAR Faculty and Student Surveys: 
Undergraduate Degrees > MOOC Certificates
MOOC Research Progression: 
Intermediate Stages = Correlational Analysis 
https://xkcd.com/925/
Intermediate Stages: Correlational Analysis 
Minnesota Student Population Analysis: 
Reasons for Enrolling by English Proficiency
Intermediate Stages: Correlational Analysis 
Minnesota Student Population Analysis: 
Reasons for Enrolling by Retrospective Intent
Intermediate Stages: Correlational Analysis 
Minnesota Student Population Analysis: 
Reasons for Enrolling by Demographics
Intermediate Stages: Correlational Analysis 
Minnesota Student Population Analysis: 
Two Populations of Students 
• Strivers: outside US, male, younger, non-native 
English, work/study in same field, professional 
reasons 
• Grazers: inside US, older, native English, 
complete less, enjoyment reasons
Intermediate Stages: Correlational Analysis 
Stanford University 
Analyzing Learning Subpopulations 
(Kizelcec, Piech, & Schneider, 2013)
Intermediate Stages: Correlational Analysis 
Phil Hill (http://mfeldstein.com) 
MOOC Student Archetypes
Intermediate Stages: Correlational Analysis 
Success & Completion 
• Defining success 
and completion 
matters 
• How one defines 
success and 
completion matters 
• Who defines 
success matters 
• The denominator 
matters 
Audrey Watters, “Say ‘MOOC’ One More Time,” 
https://www.flickr.com/photos/surreal_badger/8573233 
746/.
Intermediate Stages: Correlational Analysis 
University of Minnesota: 
Predicting Completion: Student/Faculty Defined 
Intent Self-Reported 50% Completed Total Points 
Reasons for 
Enrolling 
University + + + 0 
Professional + 0 0 0 
Access + 0 0 0 
Enjoyment + 0 0 0 
Demographics 
English Proficiency 
+ - 0 + 
Location: USA 0 + - 0 
Age – 0 - 0 
Sex 0 0 0 - 
Obstacles to 
Completion 
Tech Unfamiliar 0 0 - 
Connection Problems + 0 - 
Computer Problems 0 0 0 
Time Zone Issues 0 0 0 
Family Issues 0 - - 
Work Issues 0 - - 
Intent 0 + + 
Self-Reported +
Intermediate Stages: Correlational Analysis 
University of Minnesota: 
Predicting Completion: Student/Faculty Defined 
Intent Self-Reported 50% Completed Total Points 
Reasons for 
Enrolling 
University + + + 0 
Professional + 0 0 0 
Access + 0 0 0 
Enjoyment + 0 0 0 
Demographics 
English Proficiency 
+ - 0 + 
Location: USA 0 + - 0 
Age – 0 - 0 
Sex 0 0 0 - 
Obstacles to 
Completion 
Tech Unfamiliar 0 0 - 
Connection Problems + 0 - 
Computer Problems 0 0 0 
Time Zone Issues 0 0 0 
Family Issues 0 - - 
Work Issues 0 - - 
Intent 0 + + 
Self-Reported +
Intermediate Stages: Correlational Analysis 
University of Minnesota: 
Predicting Completion: Student/Faculty Defined 
Intent Self-Reported 50% Completed Total Points 
Reasons for 
Enrolling 
University + + + 0 
Professional + 0 0 0 
Access + 0 0 0 
Enjoyment + 0 0 0 
Demographics 
English Proficiency + - 0 + 
Location: USA 0 + - 0 
Age – 0 - 0 
Sex 0 0 0 - 
Obstacles to 
Completion 
Tech Unfamiliar 0 0 - 
Connection Problems + 0 - 
Computer Problems 0 0 0 
Time Zone Issues 0 0 0 
Family Issues 0 - - 
Work Issues 0 - - 
Intent 0 + + 
Self-Reported +
Intermediate Stages: Correlational Analysis 
Clickstream Data and Learner Intentions 
Chen, B. et al. “How do MOOC learners’ intentions relate to their behaviors and overall 
outcome?”
Intermediate Stages: Correlational Analysis 
Clickstream data and demographics 
Guo & Reineke, (2014), “Demographic Differences in How Students Navigate through 
MOOCs”
MOOC Research Progression: 
Mature Stages = Controlled 
Comparative Designs 
Buttered cat figures extracted from Greg Williams' WikiWorld
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class 
• Recommender systems MOOC, fall 2013, 
Professor Joseph Konstan 
http://militantrecommender.blogspot.com/
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class 
Pre- and post-course surveys and knowledge test: 
Q. What is the core idea behind dimensionality 
reduction recommenders? 
a. To reduce the computation from polynomial to linear. 
b. To strip off any product attributes so products appear simpler. 
c. To reduce the computation time from O(n3) to O(n2). 
d. To transform a ratings matrix into a pair of smaller taste-space 
matrices. 
e. I have no idea.
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class 
Normalized gains: (Post-test – Pre-test / 100 – Pre-test)
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class
Mature Stage: Controlled Comparative Designs 
Computer Science: MOOC vs Hybrid Class
Mature Stage: Controlled Comparative Designs 
Learning in a Physics MOOC: Pre- & Posttest 
Colvin et al. (2014). “Learning in an Introductory Physics MOOC: All Cohorts Learn Equally, Including an On- 
Campus Class.”
Mature Stage: Controlled Comparative Designs 
A/B Test of Instructor Involvement 
Tomkin et al. (2014). “Do professors matter? Using an a/b test to evaluate the impact of instructor involvement on MOOC student 
outcomes.”
Questions?
How to Research MOOCs: 
A Primer (with Results) 
Thanks! 
D. Christopher Brooks, Ph.D. (cbrooks@educause.edu) 
ECAR: http://www.educause.edu/ecar 
Twitter: @dcbphd 
J.D. Walker, Ph.D. (jdwalker@umn.edu) 
University of Minnesota: http://z.umn.edu/research

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How to Research MOOCs: A Primer (with Results)

  • 1. How to Research MOOCs: A Primer (with Results) D. Christopher Brooks, Ph.D. J.D. Walker, Ph.D. 20th Annual Online Learning Consortium International Conference 29 October 2014
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  • 4. (Ebben & Murphy, 2014) (Ebben & Murphy, 2014)
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  • 7. Microwaves : Kitchens :: MOOCs : Higher Education
  • 8. How to Research MOOCs Your Background with MOOCs How many of you… • have participated in the design, teaching, or support of a MOOC? • work for a university that has offered courses as MOOCs? • work for a company that offers a MOOC platform (EdX, Coursera, Udacity, etc.)?
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  • 10. How to Research MOOCs MOOCs at Minnesota: Background • Offered about 12 MOOCs since summer 2013: – Statistical Molecular Thermodynamics – Social Epidemiology – Health Informatics – Global Food Systems/Sustainability – Canine Theriogenology – Resilience in Children – Fundamentals of Fluid Power – Creative Problem-Solving • Total nominal enrollment: 333,495
  • 11. How to Research MOOCs Why Researching MOOCs Is Hard • Students not very motivated • Very diverse and different student population • Lack of baseline information • Non-random attrition
  • 12. How to Research MOOCs Advantages of MOOC Research • Strength in numbers • Large amount of non-self-report data Kyle Bowen, http://classhack.com/post/76426264075/reallybigdata
  • 13. MOOC Research Progression: Early Stages = Descriptive/Exploratory S. Gross. “Blind Men and the Elephant Systems Thinking”
  • 14. MOOC Research Early Stages: Descriptive/Exploratory • What are MOOCs? • Who takes MOOCs? • Why do people take MOOCs? • Who teaches MOOCs? • What happens in MOOCs? Kyle Bowen, http://classhack.com/post/41632460268/moocmart
  • 15. Early Stages: Descriptive/Exploratory Duke University Bioelectricity White Paper (Belanger & Thornton, 2013)
  • 16. Early Stages: Descriptive/Exploratory Minnesota Faculty and Student Analysis • Research questions: – Time & effort – Student characteristics • Data sources: – Time & effort diaries – Faculty interviews – Pre and post surveys – Coursera data D. Christopher Brooks, “OZ: Road Work”
  • 17. Early Stages: Descriptive/Exploratory University of Minnesota Instructor & TA Self-Reported Effort Planning Executing Total Statistical Molecular Thermodynamics 207.50 205.50 413.00 Sustainability & Food Systems 272.50 157.50 430.00 Interprofessional Health Care Informatics 263.00 56.00 319.00 Social Epidemiology 114.50 74.50 189.00 Canine Theriogenology for Dog Enthusiasts 19.92 52.35 72.27 Unidentified & TAs 234.95 242.00 476.95 TOTAL 1,112.37 787.85 1,900.22 AVERAGE 222.47 157.57 380.04
  • 18. Early Stages: Descriptive/Exploratory University of Minnesota: Faculty Experience: Overview Personal Satisfaction Despite considerable effort Student & Professional Connections Broad Reach Despite low completion rates Professional Satisfaction Keeping Things Fresh Despite the public debate Think about Teaching
  • 19. Early Stages: Descriptive/Exploratory University of Minnesota: Faculty Experience: Beyond the MOOC BIG IDEAS Student- Centered Discussion & Activities Brief Lecture
  • 20. Early Stages: Descriptive/Exploratory University of Minnesota: Post-MOOC Follow-Up: Why Offer MOOCs? • 90% materials reuse! • “I could go on and on about the benefits [teaching the MOOC has] brought to my students, and to my teaching and research.” Kyle Bowen, http://classhack.com/post/76426180711/five-updated
  • 21. Early Stages: Descriptive/Exploratory University of Minnesota Reasons for Enrolling: Factor Analysis University -related reasons (3.929) Access-related reasons (1.475) Professional reasons (1.312) Enjoyment-related reasons (1.029) 1. This subject is relevant to my academic field of study 2. This class teaches skills that will help my job/career 3. Because this course is offered by a prestigious university 4. I think taking this course will be fun and enjoyable 5. I am not geographically close to educational institutions 6. Traditional courses are too expensive 7. I was interested in taking a course with this professor 8. This course is offered by the University of Minnesota 9. General interest in the topic 10. To help me decide whether to take further college/university classes 11. To make professional connections 12. To obtain a badge or certification that will be useful to me professionally • Total variance explained: 64.55% • (Eigenvalues in parentheses)
  • 22. Early Stages: Descriptive/Exploratory University of Minnesota: Reasons for Enrolling
  • 23. Early Stages: Descriptive/Exploratory ECAR Faculty and Student Surveys: MOOCs? What’s a MOOC?
  • 24. Early Stages: Descriptive/Exploratory ECAR Faculty and Student Surveys: Support/Opposition of MOOCs in Higher Ed
  • 25. Early Stages: Descriptive/Exploratory ECAR Faculty and Student Surveys: Student Experiences with MOOCs
  • 26. Early Stages: Descriptive/Exploratory ECAR Faculty and Student Surveys: Undergraduate Degrees > MOOC Certificates
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  • 28. MOOC Research Progression: Intermediate Stages = Correlational Analysis https://xkcd.com/925/
  • 29. Intermediate Stages: Correlational Analysis Minnesota Student Population Analysis: Reasons for Enrolling by English Proficiency
  • 30. Intermediate Stages: Correlational Analysis Minnesota Student Population Analysis: Reasons for Enrolling by Retrospective Intent
  • 31. Intermediate Stages: Correlational Analysis Minnesota Student Population Analysis: Reasons for Enrolling by Demographics
  • 32. Intermediate Stages: Correlational Analysis Minnesota Student Population Analysis: Two Populations of Students • Strivers: outside US, male, younger, non-native English, work/study in same field, professional reasons • Grazers: inside US, older, native English, complete less, enjoyment reasons
  • 33. Intermediate Stages: Correlational Analysis Stanford University Analyzing Learning Subpopulations (Kizelcec, Piech, & Schneider, 2013)
  • 34. Intermediate Stages: Correlational Analysis Phil Hill (http://mfeldstein.com) MOOC Student Archetypes
  • 35. Intermediate Stages: Correlational Analysis Success & Completion • Defining success and completion matters • How one defines success and completion matters • Who defines success matters • The denominator matters Audrey Watters, “Say ‘MOOC’ One More Time,” https://www.flickr.com/photos/surreal_badger/8573233 746/.
  • 36. Intermediate Stages: Correlational Analysis University of Minnesota: Predicting Completion: Student/Faculty Defined Intent Self-Reported 50% Completed Total Points Reasons for Enrolling University + + + 0 Professional + 0 0 0 Access + 0 0 0 Enjoyment + 0 0 0 Demographics English Proficiency + - 0 + Location: USA 0 + - 0 Age – 0 - 0 Sex 0 0 0 - Obstacles to Completion Tech Unfamiliar 0 0 - Connection Problems + 0 - Computer Problems 0 0 0 Time Zone Issues 0 0 0 Family Issues 0 - - Work Issues 0 - - Intent 0 + + Self-Reported +
  • 37. Intermediate Stages: Correlational Analysis University of Minnesota: Predicting Completion: Student/Faculty Defined Intent Self-Reported 50% Completed Total Points Reasons for Enrolling University + + + 0 Professional + 0 0 0 Access + 0 0 0 Enjoyment + 0 0 0 Demographics English Proficiency + - 0 + Location: USA 0 + - 0 Age – 0 - 0 Sex 0 0 0 - Obstacles to Completion Tech Unfamiliar 0 0 - Connection Problems + 0 - Computer Problems 0 0 0 Time Zone Issues 0 0 0 Family Issues 0 - - Work Issues 0 - - Intent 0 + + Self-Reported +
  • 38. Intermediate Stages: Correlational Analysis University of Minnesota: Predicting Completion: Student/Faculty Defined Intent Self-Reported 50% Completed Total Points Reasons for Enrolling University + + + 0 Professional + 0 0 0 Access + 0 0 0 Enjoyment + 0 0 0 Demographics English Proficiency + - 0 + Location: USA 0 + - 0 Age – 0 - 0 Sex 0 0 0 - Obstacles to Completion Tech Unfamiliar 0 0 - Connection Problems + 0 - Computer Problems 0 0 0 Time Zone Issues 0 0 0 Family Issues 0 - - Work Issues 0 - - Intent 0 + + Self-Reported +
  • 39. Intermediate Stages: Correlational Analysis Clickstream Data and Learner Intentions Chen, B. et al. “How do MOOC learners’ intentions relate to their behaviors and overall outcome?”
  • 40. Intermediate Stages: Correlational Analysis Clickstream data and demographics Guo & Reineke, (2014), “Demographic Differences in How Students Navigate through MOOCs”
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  • 42. MOOC Research Progression: Mature Stages = Controlled Comparative Designs Buttered cat figures extracted from Greg Williams' WikiWorld
  • 43. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class • Recommender systems MOOC, fall 2013, Professor Joseph Konstan http://militantrecommender.blogspot.com/
  • 44. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class Pre- and post-course surveys and knowledge test: Q. What is the core idea behind dimensionality reduction recommenders? a. To reduce the computation from polynomial to linear. b. To strip off any product attributes so products appear simpler. c. To reduce the computation time from O(n3) to O(n2). d. To transform a ratings matrix into a pair of smaller taste-space matrices. e. I have no idea.
  • 45. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class
  • 46. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class Normalized gains: (Post-test – Pre-test / 100 – Pre-test)
  • 47. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class
  • 48. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class
  • 49. Mature Stage: Controlled Comparative Designs Computer Science: MOOC vs Hybrid Class
  • 50. Mature Stage: Controlled Comparative Designs Learning in a Physics MOOC: Pre- & Posttest Colvin et al. (2014). “Learning in an Introductory Physics MOOC: All Cohorts Learn Equally, Including an On- Campus Class.”
  • 51. Mature Stage: Controlled Comparative Designs A/B Test of Instructor Involvement Tomkin et al. (2014). “Do professors matter? Using an a/b test to evaluate the impact of instructor involvement on MOOC student outcomes.”
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  • 54. How to Research MOOCs: A Primer (with Results) Thanks! D. Christopher Brooks, Ph.D. (cbrooks@educause.edu) ECAR: http://www.educause.edu/ecar Twitter: @dcbphd J.D. Walker, Ph.D. (jdwalker@umn.edu) University of Minnesota: http://z.umn.edu/research