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Lightweight approaches to standardisation:  the case of XCRI Scott Wilson University of Bolton/CETIS/XCRI.org http://www.xcri.org
xcri |  specs & standards Formal Standards Long development time Focus on conformance Restricted membership Complex governance Requires endorsement e.g. ISO, CEN Consortium  Specifications Medium development time Focus on adoption Restricted membership Commercial-style governance Requires money e.g. IMS, OASIS Community  Specifications Short development time Focus on interoperability Open membership Lightweight governance Requires geekiness e.g. OpenID, microformats
xcri |  specs & standards Make it work (enthusiasts) Promote adoption (pragmatists) Consensus (policy makers) Formal Standards Long development time Focus on conformance Restricted membership Complex governance Requires endorsement e.g. ISO, CEN Consortium  Specifications Medium development time Focus on adoption Restricted membership Commercial-style governance Requires money e.g. IMS, OASIS Community  Specifications Short development time Focus on interoperability Open membership Lightweight governance Requires geekiness e.g. OpenID, microformats
xcri |  genesis But we cared
 We cared enough to spin off  a project to tackle  a shared problem 
 And the project was called e X changing  C ourse- R elated I nformation The lack of a standard for course information. University information systems
 not sexy ...
xcri |  rationale ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
xcri |  timeline More implementation, more refinement, more adoption
  Next Helped to develop CEN MLO proposal for standard Q2 2008 Q1 2005 JISC fund XCRI “Reference Model” project devised by Ent SIG + UCAS Q2 2005 Existing standards reviewed (Norway’s closest but not quite there for UK) Q3 2005 UK prospectus websites reviewed (161) + case studies + site visits Q4 2005 R1.0 XCRI schema developed through prototyping & critique Q1 2006 Schema tested with Plymouth-UCAS, Oxford, Reid Kerr, L’pool LMX Q2 2006 XCRI > PDF course brochures & REST xpath XCRI curriculum search Q3 2006 Existing deployments reviewed & optimised XCRI CAP 1.0 released Q4 2006 JISC fund XCRI CAP 1.0 trials, demo aggregator & xcri.org support Q1 2007 XCRI ‘invited’ to brief DfES and Becta Q2 2007 CAP pilot with London 14-19 > XCRI ‘preferred approach’ in LSC vision Q3 2007 Bolton, OU, Oxford, MMU & Staffs CAP feeds read by demo aggregator Q4 2007 CEN WS-LT & vendor meetings for European MLO harmonization begin Q1 2008 JISC funds CAP 1.1 trials + talks open with Becta about regional 14-19
xcri |  schema 06/03/09   |  XCRI Briefing  |  Slide  Catalog  @generated Provider identifier*, title*, subject*, description*, relation*, url, image, address  Course identifier*, title*, subject*, description*, relation*, url, image, qualification*, credit* Presentation identifier*, title*, subject*, description*, relation*, url, image, start, end, duration, studyMode, attendanceMode, attendancePattern, languageOfInstruction, languageOfAssessment, placesAvailable, cost, enquireTo, applyFrom, applyUntil, applyTo, entryProfile*, entryRequirements*, venue* Plugin description refinement vocab Plugin studyMode refinement vocab Plugin 
 ? refinement vocab Customization
xcri |  map 06/03/09   |  XCRI Briefing  |  Slide  Course Provisioning Course  Reporting VLE/LMS Course Advertising Acquired/Required Competence Entry Requirements Entry Profiles Pathways Advice Portfolio Course Approval Evidence of Achievement Transcripts Personal Development Planning Learner Trails E-Admission Personal Statements Curriculum Management Course Modification E-Application Student Records Assessment Results References Applicant Feedback Learner Goals Admission Stats Course Search Course Details
xcri |  support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
xcri |  readiness check Key to scale:  0 = Least favourable circumstance 4 = Perfect!
xcri |  implementation top tips Problem Solutions How do we integrate existing systems?  How do we integrate WITH existing systems? Focus on business needs not technical perfection. Use common IDs and structures. Always plan for data re-use. Use technologies in line with your developing culture. The institution is re-organising the department, its courses, everything! Use small scale projects for incremental gains; plan for delays. Resources?! Identify key stakeholders in your institution and get their buy-in. How do we get (and keep) stakeholder engagement? Establish regular, high quality communications; find champions and use them!  Deliver ‘quick wins’ to promote the cause. We have an annual cycle and refresh all the data. How do we do updates?   Review content management processes We have other projects that cut across course advertising information! Eliminate or reduce inter-project dependencies; actively manage risks.
xcri |  lessons ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
xcri |  MLO ,[object Object]

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Scott Wilson Eunis

  • 1. Lightweight approaches to standardisation: the case of XCRI Scott Wilson University of Bolton/CETIS/XCRI.org http://www.xcri.org
  • 2. xcri | specs & standards Formal Standards Long development time Focus on conformance Restricted membership Complex governance Requires endorsement e.g. ISO, CEN Consortium Specifications Medium development time Focus on adoption Restricted membership Commercial-style governance Requires money e.g. IMS, OASIS Community Specifications Short development time Focus on interoperability Open membership Lightweight governance Requires geekiness e.g. OpenID, microformats
  • 3. xcri | specs & standards Make it work (enthusiasts) Promote adoption (pragmatists) Consensus (policy makers) Formal Standards Long development time Focus on conformance Restricted membership Complex governance Requires endorsement e.g. ISO, CEN Consortium Specifications Medium development time Focus on adoption Restricted membership Commercial-style governance Requires money e.g. IMS, OASIS Community Specifications Short development time Focus on interoperability Open membership Lightweight governance Requires geekiness e.g. OpenID, microformats
  • 4. xcri | genesis But we cared
 We cared enough to spin off a project to tackle a shared problem 
 And the project was called e X changing C ourse- R elated I nformation The lack of a standard for course information. University information systems
 not sexy ...
  • 5.
  • 6. xcri | timeline More implementation, more refinement, more adoption
 Next Helped to develop CEN MLO proposal for standard Q2 2008 Q1 2005 JISC fund XCRI “Reference Model” project devised by Ent SIG + UCAS Q2 2005 Existing standards reviewed (Norway’s closest but not quite there for UK) Q3 2005 UK prospectus websites reviewed (161) + case studies + site visits Q4 2005 R1.0 XCRI schema developed through prototyping & critique Q1 2006 Schema tested with Plymouth-UCAS, Oxford, Reid Kerr, L’pool LMX Q2 2006 XCRI > PDF course brochures & REST xpath XCRI curriculum search Q3 2006 Existing deployments reviewed & optimised XCRI CAP 1.0 released Q4 2006 JISC fund XCRI CAP 1.0 trials, demo aggregator & xcri.org support Q1 2007 XCRI ‘invited’ to brief DfES and Becta Q2 2007 CAP pilot with London 14-19 > XCRI ‘preferred approach’ in LSC vision Q3 2007 Bolton, OU, Oxford, MMU & Staffs CAP feeds read by demo aggregator Q4 2007 CEN WS-LT & vendor meetings for European MLO harmonization begin Q1 2008 JISC funds CAP 1.1 trials + talks open with Becta about regional 14-19
  • 7. xcri | schema 06/03/09 | XCRI Briefing | Slide Catalog @generated Provider identifier*, title*, subject*, description*, relation*, url, image, address Course identifier*, title*, subject*, description*, relation*, url, image, qualification*, credit* Presentation identifier*, title*, subject*, description*, relation*, url, image, start, end, duration, studyMode, attendanceMode, attendancePattern, languageOfInstruction, languageOfAssessment, placesAvailable, cost, enquireTo, applyFrom, applyUntil, applyTo, entryProfile*, entryRequirements*, venue* Plugin description refinement vocab Plugin studyMode refinement vocab Plugin 
 ? refinement vocab Customization
  • 8. xcri | map 06/03/09 | XCRI Briefing | Slide Course Provisioning Course Reporting VLE/LMS Course Advertising Acquired/Required Competence Entry Requirements Entry Profiles Pathways Advice Portfolio Course Approval Evidence of Achievement Transcripts Personal Development Planning Learner Trails E-Admission Personal Statements Curriculum Management Course Modification E-Application Student Records Assessment Results References Applicant Feedback Learner Goals Admission Stats Course Search Course Details
  • 9.
  • 10. xcri | readiness check Key to scale: 0 = Least favourable circumstance 4 = Perfect!
  • 11. xcri | implementation top tips Problem Solutions How do we integrate existing systems? How do we integrate WITH existing systems? Focus on business needs not technical perfection. Use common IDs and structures. Always plan for data re-use. Use technologies in line with your developing culture. The institution is re-organising the department, its courses, everything! Use small scale projects for incremental gains; plan for delays. Resources?! Identify key stakeholders in your institution and get their buy-in. How do we get (and keep) stakeholder engagement? Establish regular, high quality communications; find champions and use them! Deliver ‘quick wins’ to promote the cause. We have an annual cycle and refresh all the data. How do we do updates? Review content management processes We have other projects that cut across course advertising information! Eliminate or reduce inter-project dependencies; actively manage risks.
  • 12.
  • 13.