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An Honest Look at Sakai: What
Should We Tell Potential Adopters?
           Michael Feldstein, Oracle
     Mathieu Plourde, University of Delaware
        Hannah Reeves, Tufts University
               Kevin Turner, IBM
Session Agenda
• Introduction
• Panel Presentations
  •   Tufts University’s LMS Search
  •   The Moodle Buyer's Experience
  •   University of Delaware’s Sakai Deployment
  •   IBM’s Vision for Open Source
• Conclusion

      July 2009       10th Sakai Conference - Boston, MA, U.S.A.   2
The LMS Search Process @

TUFTS UNIVERSITY




  July 2009        10th Sakai Conference - Boston, MA, U.S.A.   3
It All Started With This…
Dear Faculty, Students, and Staff:

The university, including the faculty-led Information Technology Committee in A&S
and SoE and the Library Steering Committee, has recognized a number of product
limitations with our current learning management system (LMS) and has affirmed the
need for a proactive process to replace Blackboard "Basic" LMS, in use on the
Medford campus since 1999.

Since that time, we have seen significant evolution in the LMS market and in the field
of educational and collaboration technologies. In coordination with the School of Arts
& Sciences, the School of Engineering and the Fletcher School, UIT Academic
Technology has formed an LMS core strategy team that will work with faculty,
students, and staff across the Medford campus this academic year. The core team will
facilitate a process of assessing community LMS requirements, identifying an
appropriate new LMS platform, and recommending a support and service model to
meet the diverse set of community LMS needs.


     July 2009                       10th Sakai Conference - Boston, MA, U.S.A.      4
Current Tufts LMS Terrain




July 2009             10th Sakai Conference - Boston, MA, U.S.A.   5
Current Tufts LMS Terrain




July 2009         10th Sakai Conference - Boston, MA, U.S.A.   6
What are We Looking for?
A Few Simple things
Functionality
Flexibility
Supportability
Customizability - for health sciences
Innovation – Google Wave?
Low cost

    July 2009      10th Sakai Conference - Boston, MA, U.S.A.   7
LMS Systems Under Consideration
Angel Learning

                Blackboard

                        Moodle

                                                       Sakai

    July 2009           10th Sakai Conference - Boston, MA, U.S.A.   8
Perspectives on Proprietary (Bb)

Pros                               Cons
                                    Increasing distaste for
Familiar and trusted                business practices

Migration, migration,              Wariness surrounding
migration                            reputation (service provider)

 User base                         Cost

                                    Tufts’ history of creating own
“Better the devil you know”         applications like VUE

       July 2009          10th Sakai Conference - Boston, MA, U.S.A.   9
Perspectives on Open Source
Risky
Complex
Requires more resources
Poorly documented
Not ready for prime time
We can’t support
Future - uncertain

    July 2009     10th Sakai Conference - Boston, MA, U.S.A.   10
Perspectives on Sakai
First impressions
Voices of experience/networks
Source of truth
Expense???
Functional gaps and product roadmap
Sustainability


    July 2009            10th Sakai Conference - Boston, MA, U.S.A.   11
What We Need to Sell Sakai/Open Source

Documentation, documentation,
 documentation
Showcase/Examples
Voices of Experience – network
How To – getting involved
Marketing information (TCO, product
 roadmap, etc)

    July 2009    10th Sakai Conference - Boston, MA, U.S.A.   12
The LMS Paradigm Shift

Proprietary?                                   Open Source?




                                                              13
               10th Sakai Conference - Boston, MA, U.S.A.
THE MOODLE BUYER’S EXPERIENCE




 July 2009   10th Sakai Conference - Boston, MA, U.S.A.   14
Sakai’s First Year at the

UNIVERSITY OF DELAWARE




    July 2009               10th Sakai Conference - Boston, MA, U.S.A.   15
It All Started With This…




July 2009        10th Sakai Conference - Boston, MA, U.S.A.   16
I Can Yap About Our Experience…




  July 2009   10th Sakai Conference - Boston, MA, U.S.A.   17
The Sakai Paradigm Shift




      CONTROLLED                                                  SELF-SERVICE
Attribution: Jeffrey Beall on Flick.com                     Attribution: Sean Munson on Flick.com




               3/26/2009                  LMS Committee Meeting - Sakai@UD Update                   18
Fall 2008 Course Sites in a
                           Learning Management System at UD
1400




1200




1000


                                                                                           597
 800

                                                                                                  Sakai
                                                                                                  WebCT
 600




 400                                                                                837
                                                                        782
                                                           663
                                              563                                          571
                                   508
 200
                            344
                    215

   0   40
       2000         2001    2002   2003       2004         2005         2006        2007   2008

              3/26/2009                   LMS Committee Meeting - Sakai@UD Update                 19
Spring 2009 Course Sites in a
                           Learning Management System at UD
1200




1000




 800

                                                                                           723


 600                                                                                              Sakai
                                                                                                  WebCT


 400                                                                    797         782
                                                           676
                                              596
                                   453
 200
                            365                                                            362
                    219
       141
   0
       2001         2002    2003   2004       2005         2006         2007        2008   2009

              3/26/2009                   LMS Committee Meeting - Sakai@UD Update                 20
Unique Faculty Users
• Individual faculty who have created at
  least one Sakai course:
Fall 2008                                                        346
Winter 2009                                                       68
Spring 2009                                                      432
Individuals (all semesters)                                      573

    3/26/2009          LMS Committee Meeting - Sakai@UD Update         21
Unique Faculty Users
• Individual faculty who have created at
  least one Sakai course:
Fall 2008                                                        346
                      Half of All
Winter 2009          UD Faculty!
                                                                  68
Spring 2009                                                      432
Individuals (all semesters)                                      573

    3/26/2009          LMS Committee Meeting - Sakai@UD Update         22
Quotes from Spring 2009 Faculty Survey


“The greatest resources are the
  ones that require little or no
 instruction. Sakai approaches
           this ideal.”

                  “I use [the Sakai Help Files]- it's the
                  easiest [resource] to find while I’m
                     actually using Sakai, and [they]
                        answers most questions”


   July 2009           10th Sakai Conference - Boston, MA, U.S.A.   23
Quotes from Spring 2009 Faculty Survey

                      “Link to library for a list of specific articles I
                     would like them to have immediate access to
                                  (electronic reserves).”

   “Track student access to specific sites
within the course site - e.g., answer keys or
 supplemental materials. This is about the
only thing from WebCT that I really miss.”

                  “I would like my students to work collaboratively on
                     a wiki, if it could be more user-friendly than the
                                   current version. Please!!!”

      July 2009                 10th Sakai Conference - Boston, MA, U.S.A.   24
Lessons Learned at UD
• The Help Files are, by design, incomplete.
  • We had to create a workflow to customize
    them. Requires lots of energy.
• Our users do not like tool silos.
• Self-Service is greatly appreciated.




    July 2009           10th Sakai Conference - Boston, MA, U.S.A.   25
But Which LMS is the Best Choice?




                                                           ?
  July 2009   10th Sakai Conference - Boston, MA, U.S.A.       26
Education for a Smarter Planet




THE VALUE OF OPEN SOURCE
                           Kevin J. Turner,
                           Associate Partner, Director, Education Sales, US

                           Sakai Conference, July 10, 2009



IBM Global Education
                                                        © 2009 IBM Corporation
Education for a Smarter Planet: The Future of Learning


Why Is IBM Involved With Open Source?

     Pain Point                                      Cause

     Vendor lock-in                                  Most products have their own
                                                      proprietary platform


     Integration and maintenance are                 Integration is often point-to-point and
       costly                                          non-standard


     Business processes are inflexible               Business processes are tightly
                                                      coupled with software solutions




28                                           IBM Global Education                              2009
Education for a Smarter Planet: The Future of Learning


IBM Strategy and Roadmap for Education


     A Path Towards
           Seamless integration of teaching, learning and administrative services
           Anytime, anywhere, any device learning for all students
           Optimization and integration of internal and external business process
           Reduction of IT delivery, management and maintenance costs

     Leveraging
            World class hardware, software, research
            Deep expertise in accessibility, education and integration services
            Broad set of partners and offerings that support an
             Open Education Framework

     Based On
            Services Oriented Architecture (SOA)
            Open Standards
            Open Source


29                                         IBM Global Education                      2009
Education for a Smarter Planet: The Future of Learning

 Why Is IBM Involved With Sakai?
 Because Sakai Will Be The ‘Eclipse For Education’
                                Sakai Foundation


                                                                    Education Partners
Developer                          Oversight        Community
  Community          Tool API                       Collab. Tools

                JSR-168                                     Tools
                &WSRP                                   Interoperability
                                                              SOA          Commercial
                                                                            Affiliates
                 IMS Packaging
                                               SCORM

                              Common Course
                                 Cartridge


                          Publishers
                          Consumers
30                                     IBM Global Education                              2009
Education for a Smarter Planet: The Future of Learning


The Educational Continuum for a Smarter Planet

                                                                    Smarter Classrooms:
                                                                    Open learning
                                                                    environments that increase
           Primary                                                  student skills through
           School
                                                                    access, alignment and
                 Secondary
                  School                     Workforce              insights
                                              Skills
                       Higher
                      Education
                                                                    Smart Administration:
                                Continuing
                                Education
                                                        The         optimized processes that
                                                     Educational
                                                     Continuum      leverage shared services
                               Intelligent
                                                                    and interoperability

                                              Economic
                Instrumented                 Sustainability         Innovation in
                                                                    Research:
     Interconnected                                                 high performance
                                                                    computing that contributes
                                                                    to knowledge and
                                                                    economic sustainability


31                                           IBM Global Education                              2009
Education for a Smarter Planet: The Future of Learning

 A Smarter Classroom leverages 21st Century technology to
 improve quality, increase access and lower costs.
• Classrooms, labs and
                                  Students, Faculty, Teachers and Staff               • Thin Clients and
                                                                                        Mobile Devices allow
  mobile access built
                                                                                        every user to access
  around virtual
                                                                                        services easily
  desktops

                                                                                      • Business
• Virtualized computer               VIRTUALIZED DESKTOP SERVICES                       Intelligence provides
  resources of legacy                                                                   insights on student
  desktop applications                                                                  performance
  and services, using
  Open Source to lower                     INFORMATION ON DEMAND
                                                                                      • Integrated Portal
  costs.
                                             On Demand Workplace                        provides consolidated
                                                                                        access to applications
                                        BROADBAND INFRASTRUCTURE                        and content
• Open Source
  eLearning &                                                                         • Administrative
  ePortfolios                        Industry Standard Framework                        Services provide for
  Courseware, Content                                                                   management of
  and Services                                                                          resources and assets
                                      Legacy Desktop Services
                                                                                        to support learning
• Virtualized Cloud
  Services centrally               Open Education Resources                           • Network Services
  supports a distributed                                         Public Clouds          provide high speed
  set of campuses and                                                                   connectivity between
  classrooms                                                                            thin clients and servers
                                                                 IBM
                                                                                      • Web Services from
• IBM hosted delivery                                                                   IBM and others for
  as an option                                                Public Infrastructure     collaboration and
                              Centralized Infrastructure
                                                                                        productivity

   32                                             IBM Global Education                                      2009
Education for a Smarter Planet: The Future of Learning

A Smarter Classroom leverages 21st Century technology from IBM
and our Partners
     IBM’s Virtual
                                Students, Faculty, Teachers and Staff              Consumer devices,
                                                                                   thin clients
    Infrastructure
   Access & Virtual
   Client Solutions


                                   VIRTUALIZED DESKTOP SERVICES

                                         INFORMATION ON DEMAND
                                           On Demand Workplace
                                      BROADBAND INFRASTRUCTURE


                                   Industry Standard Framework
                                    Legacy Desktop Services

                                                                                   • Cloud Services from
      IBM Servers               Open Education Resources                             commercial providers
                                                              Public Clouds
       & Storage
                                                               IBM

• IBM hosted delivery
  as an option                                             Public Infrastructure
                            Centralized Infrastructure

 33                                             IBM Global Education                                   2009
Education for a Smarter Planet: The Future of Learning

 Questions
 See our website on “Smarter Education”:
  http://www.ibm.com/ibm/ideasfromibm/us/smartplanet/topics/educationtechnology/20090
  601/index.shtml?sa_campaign=message/leaf1/smarterplanet/education




 Kevin Turner:
         kevin.turner@us.ibm.com
         703-447-0495 (mobile)


 34                                        IBM Global Education                         2009
Sakai’s SWOT Analysis
                INTERNAL FACTORS

  Strengths                        Weaknesses




                EXTERNAL FACTORS

Opportunities                       Threats




                                                35
Education for a Smarter Planet: The Future of Learning

Sakai SWOT – July 2008 Internal Marketing Calls
                                                                Strengths
         Marketing/Community
           – Marketed at technical level of institutions well
           – Word of mouth marketing currently is good
           – Strong, open, transparent community
           – Community-based governance is perceived as strength
           – Lower cost for maintenance of system
         Technical Capabilities
           – Good capabilities for web services
           – Easier to configure than alternatives
           – Sakai has a development roadmap to a very flexible, adaptable
           – Sakai has learned from mistakes and is capable of re-engineering
           – High degree of flexibility
         Functional Capabilities
           – Designed to service at an enterprise level
           – Not “just a silo’ed CMS” - it’s designed to be support a broad base of functions and services
           – Large number of contributions and tools
           – Multiple frameworks available
         Performance
           – Sakai is very scalable
           – Easier to measure performance and report on metrics, to drive continuous performance
           – JIRA – transparent
           – Ability to measure quality




 36                                                               IBM Global Education                       2009
Education for a Smarter Planet: The Future of Learning

Sakai SWOT – July 2008 Internal Marketing Calls
                                                               Weaknesses
     Marketing/Community
        –    Sakai not marketed at all currently
        –    Sakai not visible at education conferences
        –    Role of CEO and Board not clear
        –    Diverse community that has sometimes divergent objectives. Consensus is hard to arrive at
        –    Contributions, tools not documented consistently
        –    Tools silo/lack of workflow capability
        –    Perception of need to put a lot resources into Sakai if adopted by an institution
        –    Perception of high Total Cost of Ownership of Sakai
        –    Perception of lack of no “assurance” of system similar to commercial product
     Technical Capabilities
        –    Sakai is difficult to install, hard for newcomers to get started
        –    Lack of ability to integrate with blogs, wikis and other Web 2.0
        –    Less workflow capabilities
        –    Lack of consistency in approaches to functions within Sakai
     Functional Capabilities
        –    Sakai administrative interface is very weak compared to Blackboard’s
        –    Generally, the interface is not “attractive”, poor User Interface, poor HCI – human computer interface
        –    There are gaps in functionality for fully-online courses
        –    Lack of consistency in user interface (e.g. drag and drop) and tools
        –    Hard to get a lecturer’s perspective within Sakai, no opportunity to create a “narrative” similar to what is available in Moodle for
             the course site
     Performance
        –    Stack traces – perception of major meltdown




 37                                                                  IBM Global Education                                                           2009
Education for a Smarter Planet: The Future of Learning

Sakai SWOT – July 2008 Internal Marketing Calls
                                                             Opportunities
     Marketing/Community
        –    Good marketing would help increase adoption
        –    Many institutions would be happy to/are planning to migrate from Blackboard/WebCT
        –    Commercial partners/consultants could help with marketing
        –    High degree of confidence and clarity about future capabilities and roadmap
        –    Create a community of “experts” in various functional areas
     Technical Capabilities
        –    Enabling work in the roadmap – CARET/K2/Sakai 3.0
        –    Interoperability with other LMS/CMS’s, e.g. Moodle, Blackboard
        –    Developing a set of tools
        –    Integration with LAMS/RAMS for research and learning
        –    Migration tools to/from versions/products
        –    Create easy integration with Sakai
        –    T-Shines!
     Functional Capabilities
        –    Sakai taking advantage of/participating in cloud computing
        –    Providing backwards compatibility for versions, e.g V3.0 to V2.x
        –    Emerging User Interface initiative with Fluid is strong
        –    Binary tools, demo installers
        –    Potential innovative functionality
        –    Need to look at Sakai from a lecturer’s point of view
       –     Enhance
     Performance
       –     Transparent knowledge of system, performance – low cost support for the users and community




 38                                                                  IBM Global Education                  2009
Education for a Smarter Planet: The Future of Learning

Sakai SWOT – July 2008 Internal Marketing Calls

                                                                  Threats
     Marketing/Community
        –    Sharepoint is viewed as
        –    Moodle marketing at a faculty level, very easy to install
        –    Google is emerging as a perceived alternative to ANY LMS. ”Why not just use Google”
     Technical Capabilities
        –    Potential instability of Sakai 3.0
        –    Difficult for new developers to get up to speed
        –    CM functionality
     Functional Capabilities
        –    Expectations rising by users (e.g. Web 2.0, Google)
     Performance
        –    None




 39                                                                IBM Global Education            2009
Contact Us!
• Michael Feldstein
 michael.feldstein@oracle.com
• Mathieu Plourde
 mathieu@udel.edu
• Hannah Reeves
 hannah.reeves@tufts.edu
• Kevin Turner
 kevin.turner@us.ibm.com


    July 2009         10th Sakai Conference - Boston, MA, U.S.A.   40

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7-10-2009 An Honest Look at Sakai: What Should We Tell Potential Adopters

  • 1. An Honest Look at Sakai: What Should We Tell Potential Adopters? Michael Feldstein, Oracle Mathieu Plourde, University of Delaware Hannah Reeves, Tufts University Kevin Turner, IBM
  • 2. Session Agenda • Introduction • Panel Presentations • Tufts University’s LMS Search • The Moodle Buyer's Experience • University of Delaware’s Sakai Deployment • IBM’s Vision for Open Source • Conclusion July 2009 10th Sakai Conference - Boston, MA, U.S.A. 2
  • 3. The LMS Search Process @ TUFTS UNIVERSITY July 2009 10th Sakai Conference - Boston, MA, U.S.A. 3
  • 4. It All Started With This… Dear Faculty, Students, and Staff: The university, including the faculty-led Information Technology Committee in A&S and SoE and the Library Steering Committee, has recognized a number of product limitations with our current learning management system (LMS) and has affirmed the need for a proactive process to replace Blackboard "Basic" LMS, in use on the Medford campus since 1999. Since that time, we have seen significant evolution in the LMS market and in the field of educational and collaboration technologies. In coordination with the School of Arts & Sciences, the School of Engineering and the Fletcher School, UIT Academic Technology has formed an LMS core strategy team that will work with faculty, students, and staff across the Medford campus this academic year. The core team will facilitate a process of assessing community LMS requirements, identifying an appropriate new LMS platform, and recommending a support and service model to meet the diverse set of community LMS needs. July 2009 10th Sakai Conference - Boston, MA, U.S.A. 4
  • 5. Current Tufts LMS Terrain July 2009 10th Sakai Conference - Boston, MA, U.S.A. 5
  • 6. Current Tufts LMS Terrain July 2009 10th Sakai Conference - Boston, MA, U.S.A. 6
  • 7. What are We Looking for? A Few Simple things Functionality Flexibility Supportability Customizability - for health sciences Innovation – Google Wave? Low cost July 2009 10th Sakai Conference - Boston, MA, U.S.A. 7
  • 8. LMS Systems Under Consideration Angel Learning Blackboard Moodle Sakai July 2009 10th Sakai Conference - Boston, MA, U.S.A. 8
  • 9. Perspectives on Proprietary (Bb) Pros Cons  Increasing distaste for Familiar and trusted business practices Migration, migration,  Wariness surrounding migration reputation (service provider)  User base  Cost  Tufts’ history of creating own “Better the devil you know” applications like VUE July 2009 10th Sakai Conference - Boston, MA, U.S.A. 9
  • 10. Perspectives on Open Source Risky Complex Requires more resources Poorly documented Not ready for prime time We can’t support Future - uncertain July 2009 10th Sakai Conference - Boston, MA, U.S.A. 10
  • 11. Perspectives on Sakai First impressions Voices of experience/networks Source of truth Expense??? Functional gaps and product roadmap Sustainability July 2009 10th Sakai Conference - Boston, MA, U.S.A. 11
  • 12. What We Need to Sell Sakai/Open Source Documentation, documentation, documentation Showcase/Examples Voices of Experience – network How To – getting involved Marketing information (TCO, product roadmap, etc) July 2009 10th Sakai Conference - Boston, MA, U.S.A. 12
  • 13. The LMS Paradigm Shift Proprietary? Open Source? 13 10th Sakai Conference - Boston, MA, U.S.A.
  • 14. THE MOODLE BUYER’S EXPERIENCE July 2009 10th Sakai Conference - Boston, MA, U.S.A. 14
  • 15. Sakai’s First Year at the UNIVERSITY OF DELAWARE July 2009 10th Sakai Conference - Boston, MA, U.S.A. 15
  • 16. It All Started With This… July 2009 10th Sakai Conference - Boston, MA, U.S.A. 16
  • 17. I Can Yap About Our Experience… July 2009 10th Sakai Conference - Boston, MA, U.S.A. 17
  • 18. The Sakai Paradigm Shift CONTROLLED SELF-SERVICE Attribution: Jeffrey Beall on Flick.com Attribution: Sean Munson on Flick.com 3/26/2009 LMS Committee Meeting - Sakai@UD Update 18
  • 19. Fall 2008 Course Sites in a Learning Management System at UD 1400 1200 1000 597 800 Sakai WebCT 600 400 837 782 663 563 571 508 200 344 215 0 40 2000 2001 2002 2003 2004 2005 2006 2007 2008 3/26/2009 LMS Committee Meeting - Sakai@UD Update 19
  • 20. Spring 2009 Course Sites in a Learning Management System at UD 1200 1000 800 723 600 Sakai WebCT 400 797 782 676 596 453 200 365 362 219 141 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 3/26/2009 LMS Committee Meeting - Sakai@UD Update 20
  • 21. Unique Faculty Users • Individual faculty who have created at least one Sakai course: Fall 2008 346 Winter 2009 68 Spring 2009 432 Individuals (all semesters) 573 3/26/2009 LMS Committee Meeting - Sakai@UD Update 21
  • 22. Unique Faculty Users • Individual faculty who have created at least one Sakai course: Fall 2008 346 Half of All Winter 2009 UD Faculty! 68 Spring 2009 432 Individuals (all semesters) 573 3/26/2009 LMS Committee Meeting - Sakai@UD Update 22
  • 23. Quotes from Spring 2009 Faculty Survey “The greatest resources are the ones that require little or no instruction. Sakai approaches this ideal.” “I use [the Sakai Help Files]- it's the easiest [resource] to find while I’m actually using Sakai, and [they] answers most questions” July 2009 10th Sakai Conference - Boston, MA, U.S.A. 23
  • 24. Quotes from Spring 2009 Faculty Survey “Link to library for a list of specific articles I would like them to have immediate access to (electronic reserves).” “Track student access to specific sites within the course site - e.g., answer keys or supplemental materials. This is about the only thing from WebCT that I really miss.” “I would like my students to work collaboratively on a wiki, if it could be more user-friendly than the current version. Please!!!” July 2009 10th Sakai Conference - Boston, MA, U.S.A. 24
  • 25. Lessons Learned at UD • The Help Files are, by design, incomplete. • We had to create a workflow to customize them. Requires lots of energy. • Our users do not like tool silos. • Self-Service is greatly appreciated. July 2009 10th Sakai Conference - Boston, MA, U.S.A. 25
  • 26. But Which LMS is the Best Choice? ? July 2009 10th Sakai Conference - Boston, MA, U.S.A. 26
  • 27. Education for a Smarter Planet THE VALUE OF OPEN SOURCE Kevin J. Turner, Associate Partner, Director, Education Sales, US Sakai Conference, July 10, 2009 IBM Global Education © 2009 IBM Corporation
  • 28. Education for a Smarter Planet: The Future of Learning Why Is IBM Involved With Open Source? Pain Point Cause Vendor lock-in Most products have their own proprietary platform Integration and maintenance are Integration is often point-to-point and costly non-standard Business processes are inflexible Business processes are tightly coupled with software solutions 28 IBM Global Education 2009
  • 29. Education for a Smarter Planet: The Future of Learning IBM Strategy and Roadmap for Education A Path Towards  Seamless integration of teaching, learning and administrative services  Anytime, anywhere, any device learning for all students  Optimization and integration of internal and external business process  Reduction of IT delivery, management and maintenance costs Leveraging  World class hardware, software, research  Deep expertise in accessibility, education and integration services  Broad set of partners and offerings that support an Open Education Framework Based On  Services Oriented Architecture (SOA)  Open Standards  Open Source 29 IBM Global Education 2009
  • 30. Education for a Smarter Planet: The Future of Learning Why Is IBM Involved With Sakai? Because Sakai Will Be The ‘Eclipse For Education’ Sakai Foundation Education Partners Developer Oversight Community Community Tool API Collab. Tools JSR-168 Tools &WSRP Interoperability SOA Commercial Affiliates IMS Packaging SCORM Common Course Cartridge Publishers Consumers 30 IBM Global Education 2009
  • 31. Education for a Smarter Planet: The Future of Learning The Educational Continuum for a Smarter Planet Smarter Classrooms: Open learning environments that increase Primary student skills through School access, alignment and Secondary School Workforce insights Skills Higher Education Smart Administration: Continuing Education The optimized processes that Educational Continuum leverage shared services Intelligent and interoperability Economic Instrumented Sustainability Innovation in Research: Interconnected high performance computing that contributes to knowledge and economic sustainability 31 IBM Global Education 2009
  • 32. Education for a Smarter Planet: The Future of Learning A Smarter Classroom leverages 21st Century technology to improve quality, increase access and lower costs. • Classrooms, labs and Students, Faculty, Teachers and Staff • Thin Clients and Mobile Devices allow mobile access built every user to access around virtual services easily desktops • Business • Virtualized computer VIRTUALIZED DESKTOP SERVICES Intelligence provides resources of legacy insights on student desktop applications performance and services, using Open Source to lower INFORMATION ON DEMAND • Integrated Portal costs. On Demand Workplace provides consolidated access to applications BROADBAND INFRASTRUCTURE and content • Open Source eLearning & • Administrative ePortfolios Industry Standard Framework Services provide for Courseware, Content management of and Services resources and assets Legacy Desktop Services to support learning • Virtualized Cloud Services centrally Open Education Resources • Network Services supports a distributed Public Clouds provide high speed set of campuses and connectivity between classrooms thin clients and servers IBM • Web Services from • IBM hosted delivery IBM and others for as an option Public Infrastructure collaboration and Centralized Infrastructure productivity 32 IBM Global Education 2009
  • 33. Education for a Smarter Planet: The Future of Learning A Smarter Classroom leverages 21st Century technology from IBM and our Partners IBM’s Virtual Students, Faculty, Teachers and Staff Consumer devices, thin clients Infrastructure Access & Virtual Client Solutions VIRTUALIZED DESKTOP SERVICES INFORMATION ON DEMAND On Demand Workplace BROADBAND INFRASTRUCTURE Industry Standard Framework Legacy Desktop Services • Cloud Services from IBM Servers Open Education Resources commercial providers Public Clouds & Storage IBM • IBM hosted delivery as an option Public Infrastructure Centralized Infrastructure 33 IBM Global Education 2009
  • 34. Education for a Smarter Planet: The Future of Learning Questions  See our website on “Smarter Education”: http://www.ibm.com/ibm/ideasfromibm/us/smartplanet/topics/educationtechnology/20090 601/index.shtml?sa_campaign=message/leaf1/smarterplanet/education  Kevin Turner: kevin.turner@us.ibm.com 703-447-0495 (mobile) 34 IBM Global Education 2009
  • 35. Sakai’s SWOT Analysis INTERNAL FACTORS Strengths Weaknesses EXTERNAL FACTORS Opportunities Threats 35
  • 36. Education for a Smarter Planet: The Future of Learning Sakai SWOT – July 2008 Internal Marketing Calls Strengths  Marketing/Community – Marketed at technical level of institutions well – Word of mouth marketing currently is good – Strong, open, transparent community – Community-based governance is perceived as strength – Lower cost for maintenance of system  Technical Capabilities – Good capabilities for web services – Easier to configure than alternatives – Sakai has a development roadmap to a very flexible, adaptable – Sakai has learned from mistakes and is capable of re-engineering – High degree of flexibility  Functional Capabilities – Designed to service at an enterprise level – Not “just a silo’ed CMS” - it’s designed to be support a broad base of functions and services – Large number of contributions and tools – Multiple frameworks available  Performance – Sakai is very scalable – Easier to measure performance and report on metrics, to drive continuous performance – JIRA – transparent – Ability to measure quality 36 IBM Global Education 2009
  • 37. Education for a Smarter Planet: The Future of Learning Sakai SWOT – July 2008 Internal Marketing Calls Weaknesses  Marketing/Community – Sakai not marketed at all currently – Sakai not visible at education conferences – Role of CEO and Board not clear – Diverse community that has sometimes divergent objectives. Consensus is hard to arrive at – Contributions, tools not documented consistently – Tools silo/lack of workflow capability – Perception of need to put a lot resources into Sakai if adopted by an institution – Perception of high Total Cost of Ownership of Sakai – Perception of lack of no “assurance” of system similar to commercial product  Technical Capabilities – Sakai is difficult to install, hard for newcomers to get started – Lack of ability to integrate with blogs, wikis and other Web 2.0 – Less workflow capabilities – Lack of consistency in approaches to functions within Sakai  Functional Capabilities – Sakai administrative interface is very weak compared to Blackboard’s – Generally, the interface is not “attractive”, poor User Interface, poor HCI – human computer interface – There are gaps in functionality for fully-online courses – Lack of consistency in user interface (e.g. drag and drop) and tools – Hard to get a lecturer’s perspective within Sakai, no opportunity to create a “narrative” similar to what is available in Moodle for the course site  Performance – Stack traces – perception of major meltdown 37 IBM Global Education 2009
  • 38. Education for a Smarter Planet: The Future of Learning Sakai SWOT – July 2008 Internal Marketing Calls Opportunities  Marketing/Community – Good marketing would help increase adoption – Many institutions would be happy to/are planning to migrate from Blackboard/WebCT – Commercial partners/consultants could help with marketing – High degree of confidence and clarity about future capabilities and roadmap – Create a community of “experts” in various functional areas  Technical Capabilities – Enabling work in the roadmap – CARET/K2/Sakai 3.0 – Interoperability with other LMS/CMS’s, e.g. Moodle, Blackboard – Developing a set of tools – Integration with LAMS/RAMS for research and learning – Migration tools to/from versions/products – Create easy integration with Sakai – T-Shines!  Functional Capabilities – Sakai taking advantage of/participating in cloud computing – Providing backwards compatibility for versions, e.g V3.0 to V2.x – Emerging User Interface initiative with Fluid is strong – Binary tools, demo installers – Potential innovative functionality – Need to look at Sakai from a lecturer’s point of view – Enhance  Performance – Transparent knowledge of system, performance – low cost support for the users and community 38 IBM Global Education 2009
  • 39. Education for a Smarter Planet: The Future of Learning Sakai SWOT – July 2008 Internal Marketing Calls Threats  Marketing/Community – Sharepoint is viewed as – Moodle marketing at a faculty level, very easy to install – Google is emerging as a perceived alternative to ANY LMS. ”Why not just use Google”  Technical Capabilities – Potential instability of Sakai 3.0 – Difficult for new developers to get up to speed – CM functionality  Functional Capabilities – Expectations rising by users (e.g. Web 2.0, Google)  Performance – None 39 IBM Global Education 2009
  • 40. Contact Us! • Michael Feldstein michael.feldstein@oracle.com • Mathieu Plourde mathieu@udel.edu • Hannah Reeves hannah.reeves@tufts.edu • Kevin Turner kevin.turner@us.ibm.com July 2009 10th Sakai Conference - Boston, MA, U.S.A. 40