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Trends & Issues
                    of
  Global e-Learning

           Professor C. M. Leung
Vice President (Technology and Development)
     The Open University of Hong Kong



9th Hong Kong Web Symposium (6 December 2003)
Outline


•   Introduction: a macro perspective
•   Changing landscape: trends & issues
•   Some random thoughts
A Major Challenge

    Integrating technology &
            pedagogy
        for learning in a
networked multimedia environment
               with
keen local & global competitions
for diversified learning & learners
International Distance Education


                                         Rensselaer
                                          Troy, NY
                   CityU
                 Hong Kong




             Time difference: 13 hours
Early 1997   Distance: 8,000 miles
Equipment Setup


                     In te rn e t /
                      In tra n e t




                          Instructor PC
                                                         S erver PC



                         v id e o
                   c o n fe re n cin g
                        b rid g e
  P ictureTel                              P ictureTel



C ity U s e tu p                          R e n s s e la e r s e tu p
Evolution of Computing Technology
  cost centers                      productivity tools            competitive advantage


                                                                   2000’s (short)
                                   networked
Increasing Interactivity




                                    (global)                      Internet Computing


                                                    1990’s (1 – 3 years)
                           networked
                             (local)                 Client-Server, PCs


                                        1980’s (5 – 8 years)
                                                                           distributed
                                          Mini-Computers


                           1960’s (10 – 15 years)
                                                               centralized
                                Mainframes


                                               Time
Changing Paradigm of Learning

                                  networked                 learning community
Increasing Interactivity



                                   (global)

                           networked         collaboration / teamwork
                             (local)

                                      individual learning
                                                                    distributed

                           master - apprentice
                                                            centralized

                                             Time
Convergence of 3 Sectors

            technology



                The
               Perfect
               Storm

business                     education
           corporatization
            of education
Changing Educational Landscape
              I. Borderless Education
  Boundaries crossed:

• Level & type of education
• Public & private
• Not-for-profit & for-profit (public good vs. private gain)
• Political boundaries: states & countries
• Time & space (virtual learning environment; online
  learning programs)
Educational Providers

                     international
political boundary




                                       private           public
                                          &                &
                                                     international
                                     international
                     national




                                        private         public
                                           &              &
                                                       national
                                       national


                                        private       public
                                                  funding
Changing Educational Landscape
                   II. New Providers
• Corporate universities (Microsoft Univ.)
• Private & for-profit providers (U. of Phoenix)
• Media & publishing businesses (Pearsons & Thompson
  Learning)
• Educational brokers (Scottish Knowledge)
• National virtual universities (African Virtual Univ.)
• International consortia (Universitas 21)
• Other forms of transnational education (collaborative;
  non-collaborative)
Information in Astronomy

                               visible (50 years ago)
Information




               radio
                                                NOW !
                                  x - ray
                       IR
                                             - ray



                            Frequency (Hz)
Trends & Issues

         Trends                        Issues
• learner-centered          • common core value
• lifelong learning         • quality assurance
• open standards / access   • accreditation
• commercialization         • qualification recognition
• e-business practices      • privacy & security
                            • intellectual property rights
Some Thoughts
     on
IT & Education
Hype Cycle




technology        peak         trough of         slope of      plateau of    Time
  trigger     of inflated   disillusionment   enlightenment   productivity
             expectations
IT Applications in Education

                                   Internet 2
                Learning Portals
                                          Chat Rooms (Synchronous)
                     Wireless
                                          Simulations (Compute-Intensive)
           Online Assessment
                                            Tools,
            Online Degrees
                                             Groupware,
                                             Outsourcers, Back Office             Listservs/Discussion Lists
Just-in-Time Training (CRM)
                                                                                       Simulations (Simple)
                                                Online Courses
                                                                            e-Enrollment Mgmt./Reg./Billing
Virtual Classrooms (Asynchronous)
                                                 Virtual Libraries
                                                                     Training Management
Virtual Classrooms (Synchronous)


                                                                                                Time

    Technology       Peak of Inflated Trough of       Slope of   Plateau of
      Trigger         Expectations Disillusionment Enlightenment Productivity
Source: Gartner Group
Other Random Thoughts

• Lifelong learning (cf. software license)
• Open source (e.g., Linux)
• Other analogies
   – units of measurement (e.g., metric system)
   – currency (e.g., Euro)
   – universal adaptor
A Major Challenge

    Integrating technology &
            pedagogy
        for learning in a
networked multimedia environment
               with
keen local & global competitions
for diversified learning & learners
Thank you !
Goals of Experiment

 Explore the technical viability of synchronous
     distance learning using ISDN technology
 Understand the cultural aspects of
     international education

 Test the feasibility of “paperless”
     communications in teaching & learning
Course Information
    “Survival Skills for Research Scientists”
•   for graduate students in physics
•   from late January to mid-April, 1997
•   10 weekly sessions, each 1-1/2 hours long
•   classes start at 7 am in US, 8 pm in HK
•   12 students from US; 20 students from HK
•   homework, in-class exercises, grant
    proposal, oral presentation, no exams
Course Content

 information retrieval

 technical writing

 making presentations

 basic research skills
Course Logistics
  In-class communications
• visual and verbal --- PictureTel (30 fps)
• data --- Internet using LearnLinc
  Communications outside of classroom
• announcements by electronic mail
• homework submitted in electronic form by ftp;
  graded and returned electronically by ftp
• course notes distributed in printed form
Technical Requirements

                                   Software
  Hardware
• room video-conferencing      •   LAN software (Novell)
  system (PictureTel)          •   Windows 95
• networked PCs with           •   Web browser
      Internet connectivity
                               •   LearnLinc I-Net
• server PC
                               •   Microsoft Office
• document camera
                               •   Scientific Work Place
• video projectors & screens
• video tape player/recorder
Higher Education in Hong Kong


                                                 private
                part time




                                 public
                                                part time
                               part time
learning mode




                              1 – OUHK            many
                                                                 non-local
                                                (HKMA)
                            (self-financing)
                                                             +   overseas
                                                                   many
                                                                 (Deakins)
                                public            private
                full time




                               full time         full time
                              8 – UGCs            a few
                            (80% funding)      (Shue Yan)


                               public           private
                                   funding source
The Learning Matrix
e - learning
                different


                                                         e - learning
                            computer-      self-paced
                              based         distance
                             training       learning
         TIME




                            traditional    interactive
                same




                            classroom       distance
                                             learning
                            instruction

e - learning
                             same          different
                                        PLACE
Critical Success Factors

                people

Resource and process make things possible;
       people make things happen.

             obstacles
                 in
           implementation

                                 process
resource
Balance & Conflicts
          quality




         challenges
              In
       implementation

                        access
cost
Characteristics of the Web
  Hypermedia (multimedia + hyperlinks)

  Connectivity (links to other resources)

  Interactivity (discussion + collaboration)

  Flexibility (time + place + pace)



      Changing Educational Paradigms
       learner-centered, interactive, hypermedia
         cooperative, customized, just-in-time
The Technology Hype Cycle
                                                            Key
Visibility
                                                            Will reach the “plateau” in:
                                Portals
                Linux                                          Less than two years
                                    Jini
           Bluetooth                                           Two to five years
                                     Knowledge
         Biometrics                                             Five to 10 years
                                                            X
                                     Management
                                                                More than 10 years
       Wearable                       XML
                          X
       Computers                                                                    Java
                                      Voice Over IP
                                                                               PDAs Language
      Synthetic
                      X
     Characters                              E-Cash
                                         X
                                                                         Data Mining
    Text Mining
                                                                   xDSL/Cable Modems
                                                              Smart Cards
    Digital Ink                               3D Web
                  X                                    X
                                                           Speech Recognition
                   Peak of
 Quantum
                                             Slope of      Plateau of
                             Trough of
                   Inflated
 Computing
                Expectations Disillusionment Enlightenment Productivity
        Technology
        Trigger
                              Maturity
Applications of IT in Education

           Critical                       Improvements
• breakdown of time & space         • choice of learning style
• mass education                    • personalized learning
                                             materials & services
• easy and interactive access to
         learning resources         • individualized tracking of
                                             learning processes
• tools for fast search &
         retrieval of information   • assessments & monitoring
• learning on demand                • communications between
                                             learners and teachers
• learning communities
Trends & Issues

                   pedagogy
    learner oriented, emphasis on interactive,
   collaborative, peer, and just-in-time learning


                  technology
    less print oriented, less classroom bound,
  less labor intensive, more modular & portable


                  challenges
    distribution, scalability, laboratory work,
     integration of technology & pedagogy
Problems & Issues (I)
                    institutional
      lack of expertise & resources; resistance to
            change; ingrained infrastructure


                  miscellaneous
     copyright issues; censorship against access
     academic staff: heavy workload, no incentive


                   pedagogical
        pedagogical effectiveness not proven
          not suitable for certain subjects
Problems & Issues (II)
                     technological
           bandwidth: availability, distribution
     language: input method, search engine, software


                         social
               rich vs. poor: affordability
          digital divide --- have’s & have-not’s


                        cultural
     language barrier: most websites are in English
     computer illiteracy: lack basic computer skills
E - Learning

                           information
What is e-learning ?
                          study material
           It is
a learning environment
      for delivering      communication
 interactive multimedia
        education          assessment
 using the WWW as a
communication medium.
                           management
Learning Environment

  Provider

                             feedback
             knowledge
                            mechanism
              (medium)

  delivery               Learner
  method


Learning involves communications !
Teaching is a Learning
  Learning & process !

                       wisdom
teaching / pedagogy




                                                learning / antragogy
                      knowledge


                      information


                         data


numbers               graphs        interpretation
Terminology

  cyber
                      education
  digital
                      learning
  electronic (e)
  Internet (i)        instruction
  online              teaching
  virtual             training
  Web-based


data information knowledge wisdom
Balanced Scorecard
     (when applied to an organization)


             Financial
                               Customer




                                 Learning
               Internal
                                    &
               Process
                                Innovation



Developed by David Norton & Robert Kaplan in early 1990s.
What is the trend ?

• Shift toward Web-centric teaching/learning
• Fast adoption of distance-learning
  technologies by traditional universities
• Commercialization of “high-profit” courses
  and programs
• Proliferation of online course offerings
• Adoption of e-business practices
Lifelong learning:
 How much time or effort ?

Learning required by a knowledge
worker:
• a college degree every 27 years
• 4-1/2 weeks per year
• 45 minutes every work day
Astronomy,
     IT
& Management
What is Information Technology ?

•   IT is the technology associated with information handling and
    processing (e.g., collection or production, manipulation or
    organization, recording, storage, retrieval, display, interpretation,
    transmission, and distribution).

•   IT results from the merging or convergence of three technologies:
    computing, telecommunications, and microelectronics.

•   UNESCO definition: IT is the scientific, technological and
    engineering disciplines and the management techniques used in
    information handling and processing, their
    applications, computers and their interaction with men and
    machines, and associated social, economic and cultural matters.
What is Multimedia ?
Use of a computer         with links & tools
to present and            that let the user
combine
                          •   navigate
•   text
                          •   create
•   graphics / images
                          •   communicate
•   animation
                          •   collaborate
•   sound
                               [interact]
•   video

         Multimedia is not mixed media !
What is NOT Multimedia ?

     • mixed media                  • no computer to provide
                                      interactivity
     • bookshelf                    • no links to indicate
                                      structure & dimension
     • movie                        • no navigational tools to
                                      decide course of action
     • television *                 • cannot create and
                                      contribute one’s ideas



* You can navigate a TV by switching channels.
About the OUHK

       Facts & Figures                Academic Program

•                                •
    Kowloon, Hong Kong               4 Schools
•                                      • Science & Technology
    established in 1989 (OLI)
•                                      • Business & Admin.
    university status in 1997
•                                      • Arts & Social Sciences
    self-financing, non-profit
•                                      • Education & Languages
    open & distance learning
•                                •
    open to anyone >17 years         LiPACE (continuing &
     of age (working adults)                professional)
•                                •
    over 22,000 students             CRIDAL (research)
•                                •
    average student age: 33          110 sub-degree & degree
•   520 staff + 1300 pt tutors              programs
•                                •
    about 120 academic staff         380 credit-bearing courses
•                                •
    annual budget: HK$500M           No face-to-face instruction
Vision of IT Development

To create an environment and culture
in which appropriate technologies can be
effectively deployed to support and
enhance all OUHK activities, both in
learning and support for our students and
in administration for our staff.

     Use IT to enhance interaction, promote
     communication, or facilitate operations.
IT Development Plan
                 Take a holistic approach !



  student
                     student
  learning
                     support
environment                          Period: 3 years (2000-03)
                     services
                                     Budget: HK$100M
                                     Over 70 projects/tasks
       staff
                      external
   support &
                      relations
   IT training
Measure of Success
              Take a holistic approach !




                                 effectiveness


You cannot manage or improve what you do not measure.

                    quality of
                   experience
Criterion for Effective Use

    To what extent has the new
technology been deployed to perform
 tasks that cannot be accomplished
         with the old one ?
  [If you can still go backward, you have not
      really succeeded in moving forward.]

Examples: electronic presentation vs. transparencies
         motion picture vs. live stage performance
Some Final
 Thoughts
Some Other Thoughts

• Serendipity and human networking
• Order-of-magnitude estimates to decision-
  making
• Research vs. administration
   – solve own problems vs. others’ problems
   – deal with inanimate objects vs. people
   – wreck your brain vs. your guts
Thank you !


Questions ?
Evolution of Economic Growth

                                                       Knowledge Age
Increasing Complexity




                                               Information Age



                                     Industrial Age



                           Agricultural Age


                                              Time
Outline

•   Higher Education Trends in Hong Kong
•   OUHK’s Strategies in Hong Kong
•   Higher Education Trends in Mainland
      China
•   OUHK’s Strategies in Mainland China
•   IT development at the OUHK
Evolving Web Functionality

                                                                     collaborate (process)
Increasing Functionality




                                                                   workflow, fulfillment, settlement


                                                                  transact
                                                      queries, payments, funds transfer


                                                     interact
                                             forms, registration, games


                                        publish
                            information, advertizing, marketing


                                               Time or Maturity
Real-Time Enterprise (RTE)

RTE: enterprise that compete by
using up-to-date information to
progressively remove delays in
managing and executing its critical
business processes.
           Time is money !
    Objective: do business faster and smarter.
OUHK Mission & Vision
•   Mission
    –   To make higher education available to adults, principally through a
        system of open access and distance education
•   Key Values
    – believe in open access of HE to all those aspiring to
      it, regardless of previous qualification, gender or race
    – provide a variety of courses to meet lifelong learning needs
    – strive for excellence in teaching, scholarship, research and
      public service
    – provide sustainable courses & programs affordable to students
    – use appropriate ICT to support learning
•   Vision
    –   Strive to be a leader among universities providing learning
        opportunities by open and distance education, and to excel as a
        provider of HE in general
Critical Success Factors
 Commitment        (what separates excellence from mediocrity)


 Communication         (secret to success; pass it on)


 Cooperation       (problems becomes opportunities)


 Courage      (taking a chance in spite of our fears)


 Creativity    (the best way to predict the future is to create it)




     Change into something greater than we already are !
cost
diamond
Non-local HE Providers

• No. of providers:
   – 150 educational institutions (UK, Australia,…)
   – 40 professional bodies
• Qualifications offered:
   – degrees: bachelor, master & doctoral
   – professional memberships
• Programs: 645 total
   – 327 registered (via HK Council for Academic
     Accreditation)
   – 318 exempted (via local institutions)
Trends & Challenges

                     pedagogy
      learner oriented, emphasis on interactive,
     collaborative, peer, and just-in-time learning


                    technology
      less print oriented, less classroom bound,
    less labor intensive, more modular & portable


                    challenges
      distribution, scalability, laboratory work,
       integration of technology & pedagogy
Changing Paradigm for Learning

                                                                    learner-centered
                                  teacher-centered
Traditional: broadcast learning



                                                                 teacher as facilitator
                                  teacher as transmitter




                                                                                          New: interactive learning
                                                              construction, discovery
                                  instruction
                                                               learning how to learn
                                  absorbing materials
                                                                hypermedia learning
                                  linear, sequential
                                  individual work               cooperative learning
                                                                     interdisciplinary
                                  specialized, disciplinary
                                                                 just-in-time learning
                                  stable content
                                                                          customized
                                  one-size-fits-all
                                                                continuous, life-long
                                  one-time learning
Governance of Public Universities

•   Education and Manpower Bureau (EMB)
    –   funded: 7 universities & 1 institute
        • (HKU, CUHK, HKUST, CityU, PolyU, Baptist U, Lingnan
          U, HKIEd)
    –   self-financing: OUHK
•   Five advisors
    –   Education Commission
    –   University Grants Committee (UGC)
    –   Research Grants Council (RGC)
    –   HK Council for Academic Accreditation (HKCAA)
    –   Vocational Training Council (VTC)
UGC Institutions - Statistics

                              1991 - 92      1996 - 97      2000 - 01
Sub-degree                         14,001         14,540            13,212
Undergraduate                      29,199         45,965            45,645
Postgraduate                         4,279          8,517            9,939
Total (FTE)                        47,480         69,022            68,796
Total (headcount)                  64,942         85,550            81,472
Participation rate (*)              13.0%          18.1%            16.7%

Total Grant (HK$B)                   $6.46        $11.64            $14.06
Cost per FTE student                $136K          $168K            $204K
% of education expend.              33.2%          30.8%            27.2%
% of public expenditure              6.0%           5.5%             5.1%
       (*) = % of age group (age 17-20) provided with FYFD places
EC’s Reform Proposal (2000)

• Establish a lifelong learning ladder
   – a “diversified higher education system”
      •   universities
      •   post-secondary colleges
      •   continuing education
   – characteristics
      •   student-focused
      •   flexible academic structure
      •   a transferable credit unit and qualification system
      •   diversity
      •   multiple entry and exit points
• Move towards a four-year university system
Higher Education Trends in HK

• Education is top priority (Government pledge)
• Diversified higher education sector:
   – multiple entry, multiple exit
   – change of funding mechanism and model
• By 2010, 60% of secondary school graduates
  will have access to post-secondary education
• Emergence of Associate Degree
• HK$5B Continuing Education Fund
Widening Access: 60% Target

                                               A bout 30%
                                 18%




               D egree
                                                 D eg ree


                              F irst-y ear       H ig h er

                              first-d eg ree       D ip lo m a
                                                 A sso ciate



               S u b-degree
                              A bout 12%
                                                   d eg ree
18%                           F irst-y ear
        12%                                         P ro fessio n al
                                               
                              su b -d eg ree
FYFD                                                d ip lo m a
       FYSD
                                   P u b lic           P riva te
30%: to S6/7   30%: post-secondary
       85%: S3 proceed to S4/5

       100%: 9 Year Education up to S3
Recent Government Initiatives

    Associate Degree                   Continuing Ed. Fund
• community college concept        •   total: HK$5B
• self-financing                   •   up to HK$10K per applicant
• $1000 land, interest-free loan   •   degree holders not eligible
          as start up incentive    •   at least 500,000 to benefit
• 2001, first year: 2400 places    •   limited to 6 sectors:
• 2002: > 4000 new places                China Business, Design,
• almost all public universities         Language, Logistics, Tourism,
                                         Financial Services
          offer it
UGC’s Higher Education Review

              Rationale                             Implication
           Establish a credit accumulation and transfer system
• facilitate articulation of AD recipients
                                           funding dictated by student
• enhance student mobility among           enrollment ( more competition)
       institutions
              Maintain dual funding system & expand role of RGC
• UGC block grant for infrastructural
    support; competitive project       expanding role of of RGC to other
    funds through RGC                  research funding sources ( more
• RGC as vetting agent for other       uniform funding criteria)
    sources of research funding
   UGC to conduct periodic self-audit and another HE review in 5 years
• review responsibilities & operations;   long-term existence of UGC
      adjust to changing needs            ensured
Strategies of
the OUHK in
 Hong Kong
Vision of IT Plan

To create an environment and culture
in which appropriate technologies can be
effectively deployed to support and
enhance all OUHK activities, both in
learning and support for our students and
in administration for our staff.
Thank you !

Professor Chun Ming LEUNG
Vice President (Technology & Development)
The Open University of Hong Kong
30 Good Shepherd Street, Homantin
Kowloon, HONG KONG
Email: cmleung@ouhk.edu.hk

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Cm Leung

  • 1. Trends & Issues of Global e-Learning Professor C. M. Leung Vice President (Technology and Development) The Open University of Hong Kong 9th Hong Kong Web Symposium (6 December 2003)
  • 2. Outline • Introduction: a macro perspective • Changing landscape: trends & issues • Some random thoughts
  • 3. A Major Challenge Integrating technology & pedagogy for learning in a networked multimedia environment with keen local & global competitions for diversified learning & learners
  • 4. International Distance Education Rensselaer Troy, NY CityU Hong Kong Time difference: 13 hours Early 1997 Distance: 8,000 miles
  • 5. Equipment Setup In te rn e t / In tra n e t Instructor PC S erver PC v id e o c o n fe re n cin g b rid g e P ictureTel P ictureTel C ity U s e tu p R e n s s e la e r s e tu p
  • 6. Evolution of Computing Technology cost centers productivity tools competitive advantage 2000’s (short) networked Increasing Interactivity (global) Internet Computing 1990’s (1 – 3 years) networked (local) Client-Server, PCs 1980’s (5 – 8 years) distributed Mini-Computers 1960’s (10 – 15 years) centralized Mainframes Time
  • 7. Changing Paradigm of Learning networked learning community Increasing Interactivity (global) networked collaboration / teamwork (local) individual learning distributed master - apprentice centralized Time
  • 8. Convergence of 3 Sectors technology The Perfect Storm business education corporatization of education
  • 9. Changing Educational Landscape I. Borderless Education Boundaries crossed: • Level & type of education • Public & private • Not-for-profit & for-profit (public good vs. private gain) • Political boundaries: states & countries • Time & space (virtual learning environment; online learning programs)
  • 10. Educational Providers international political boundary private public & & international international national private public & & national national private public funding
  • 11. Changing Educational Landscape II. New Providers • Corporate universities (Microsoft Univ.) • Private & for-profit providers (U. of Phoenix) • Media & publishing businesses (Pearsons & Thompson Learning) • Educational brokers (Scottish Knowledge) • National virtual universities (African Virtual Univ.) • International consortia (Universitas 21) • Other forms of transnational education (collaborative; non-collaborative)
  • 12. Information in Astronomy visible (50 years ago) Information radio NOW ! x - ray IR  - ray Frequency (Hz)
  • 13. Trends & Issues Trends Issues • learner-centered • common core value • lifelong learning • quality assurance • open standards / access • accreditation • commercialization • qualification recognition • e-business practices • privacy & security • intellectual property rights
  • 14. Some Thoughts on IT & Education
  • 15. Hype Cycle technology peak trough of slope of plateau of Time trigger of inflated disillusionment enlightenment productivity expectations
  • 16. IT Applications in Education Internet 2 Learning Portals Chat Rooms (Synchronous) Wireless Simulations (Compute-Intensive) Online Assessment Tools, Online Degrees Groupware, Outsourcers, Back Office Listservs/Discussion Lists Just-in-Time Training (CRM) Simulations (Simple) Online Courses e-Enrollment Mgmt./Reg./Billing Virtual Classrooms (Asynchronous) Virtual Libraries Training Management Virtual Classrooms (Synchronous) Time Technology Peak of Inflated Trough of Slope of Plateau of Trigger Expectations Disillusionment Enlightenment Productivity Source: Gartner Group
  • 17. Other Random Thoughts • Lifelong learning (cf. software license) • Open source (e.g., Linux) • Other analogies – units of measurement (e.g., metric system) – currency (e.g., Euro) – universal adaptor
  • 18. A Major Challenge Integrating technology & pedagogy for learning in a networked multimedia environment with keen local & global competitions for diversified learning & learners
  • 20.
  • 21. Goals of Experiment  Explore the technical viability of synchronous distance learning using ISDN technology  Understand the cultural aspects of international education  Test the feasibility of “paperless” communications in teaching & learning
  • 22. Course Information “Survival Skills for Research Scientists” • for graduate students in physics • from late January to mid-April, 1997 • 10 weekly sessions, each 1-1/2 hours long • classes start at 7 am in US, 8 pm in HK • 12 students from US; 20 students from HK • homework, in-class exercises, grant proposal, oral presentation, no exams
  • 23. Course Content  information retrieval  technical writing  making presentations  basic research skills
  • 24. Course Logistics In-class communications • visual and verbal --- PictureTel (30 fps) • data --- Internet using LearnLinc Communications outside of classroom • announcements by electronic mail • homework submitted in electronic form by ftp; graded and returned electronically by ftp • course notes distributed in printed form
  • 25. Technical Requirements Software Hardware • room video-conferencing • LAN software (Novell) system (PictureTel) • Windows 95 • networked PCs with • Web browser Internet connectivity • LearnLinc I-Net • server PC • Microsoft Office • document camera • Scientific Work Place • video projectors & screens • video tape player/recorder
  • 26. Higher Education in Hong Kong private part time public part time part time learning mode 1 – OUHK many non-local (HKMA) (self-financing) + overseas many (Deakins) public private full time full time full time 8 – UGCs a few (80% funding) (Shue Yan) public private funding source
  • 27. The Learning Matrix e - learning different e - learning computer- self-paced based distance training learning TIME traditional interactive same classroom distance learning instruction e - learning same different PLACE
  • 28. Critical Success Factors people Resource and process make things possible; people make things happen. obstacles in implementation process resource
  • 29. Balance & Conflicts quality challenges In implementation access cost
  • 30. Characteristics of the Web  Hypermedia (multimedia + hyperlinks)  Connectivity (links to other resources)  Interactivity (discussion + collaboration)  Flexibility (time + place + pace) Changing Educational Paradigms learner-centered, interactive, hypermedia cooperative, customized, just-in-time
  • 31. The Technology Hype Cycle Key Visibility Will reach the “plateau” in: Portals Linux Less than two years Jini Bluetooth Two to five years Knowledge Biometrics Five to 10 years X Management More than 10 years Wearable XML X Computers Java Voice Over IP PDAs Language Synthetic X Characters E-Cash X Data Mining Text Mining xDSL/Cable Modems Smart Cards Digital Ink 3D Web X X Speech Recognition Peak of Quantum Slope of Plateau of Trough of Inflated Computing Expectations Disillusionment Enlightenment Productivity Technology Trigger Maturity
  • 32. Applications of IT in Education Critical Improvements • breakdown of time & space • choice of learning style • mass education • personalized learning materials & services • easy and interactive access to learning resources • individualized tracking of learning processes • tools for fast search & retrieval of information • assessments & monitoring • learning on demand • communications between learners and teachers • learning communities
  • 33. Trends & Issues pedagogy learner oriented, emphasis on interactive, collaborative, peer, and just-in-time learning technology less print oriented, less classroom bound, less labor intensive, more modular & portable challenges distribution, scalability, laboratory work, integration of technology & pedagogy
  • 34. Problems & Issues (I) institutional lack of expertise & resources; resistance to change; ingrained infrastructure miscellaneous copyright issues; censorship against access academic staff: heavy workload, no incentive pedagogical pedagogical effectiveness not proven not suitable for certain subjects
  • 35. Problems & Issues (II) technological bandwidth: availability, distribution language: input method, search engine, software social rich vs. poor: affordability digital divide --- have’s & have-not’s cultural language barrier: most websites are in English computer illiteracy: lack basic computer skills
  • 36. E - Learning information What is e-learning ? study material It is a learning environment for delivering communication interactive multimedia education assessment using the WWW as a communication medium. management
  • 37. Learning Environment Provider feedback knowledge mechanism (medium) delivery Learner method Learning involves communications !
  • 38. Teaching is a Learning Learning & process ! wisdom teaching / pedagogy learning / antragogy knowledge information data numbers graphs interpretation
  • 39. Terminology cyber education digital learning electronic (e) Internet (i) instruction online teaching virtual training Web-based data information knowledge wisdom
  • 40. Balanced Scorecard (when applied to an organization) Financial Customer Learning Internal & Process Innovation Developed by David Norton & Robert Kaplan in early 1990s.
  • 41. What is the trend ? • Shift toward Web-centric teaching/learning • Fast adoption of distance-learning technologies by traditional universities • Commercialization of “high-profit” courses and programs • Proliferation of online course offerings • Adoption of e-business practices
  • 42. Lifelong learning: How much time or effort ? Learning required by a knowledge worker: • a college degree every 27 years • 4-1/2 weeks per year • 45 minutes every work day
  • 43. Astronomy, IT & Management
  • 44. What is Information Technology ? • IT is the technology associated with information handling and processing (e.g., collection or production, manipulation or organization, recording, storage, retrieval, display, interpretation, transmission, and distribution). • IT results from the merging or convergence of three technologies: computing, telecommunications, and microelectronics. • UNESCO definition: IT is the scientific, technological and engineering disciplines and the management techniques used in information handling and processing, their applications, computers and their interaction with men and machines, and associated social, economic and cultural matters.
  • 45. What is Multimedia ? Use of a computer with links & tools to present and that let the user combine • navigate • text • create • graphics / images • communicate • animation • collaborate • sound [interact] • video Multimedia is not mixed media !
  • 46. What is NOT Multimedia ? • mixed media • no computer to provide interactivity • bookshelf • no links to indicate structure & dimension • movie • no navigational tools to decide course of action • television * • cannot create and contribute one’s ideas * You can navigate a TV by switching channels.
  • 47.
  • 48. About the OUHK Facts & Figures Academic Program • • Kowloon, Hong Kong 4 Schools • • Science & Technology established in 1989 (OLI) • • Business & Admin. university status in 1997 • • Arts & Social Sciences self-financing, non-profit • • Education & Languages open & distance learning • • open to anyone >17 years LiPACE (continuing & of age (working adults) professional) • • over 22,000 students CRIDAL (research) • • average student age: 33 110 sub-degree & degree • 520 staff + 1300 pt tutors programs • • about 120 academic staff 380 credit-bearing courses • • annual budget: HK$500M No face-to-face instruction
  • 49. Vision of IT Development To create an environment and culture in which appropriate technologies can be effectively deployed to support and enhance all OUHK activities, both in learning and support for our students and in administration for our staff. Use IT to enhance interaction, promote communication, or facilitate operations.
  • 50. IT Development Plan Take a holistic approach ! student student learning support environment Period: 3 years (2000-03) services Budget: HK$100M Over 70 projects/tasks staff external support & relations IT training
  • 51. Measure of Success Take a holistic approach ! effectiveness You cannot manage or improve what you do not measure. quality of experience
  • 52. Criterion for Effective Use To what extent has the new technology been deployed to perform tasks that cannot be accomplished with the old one ? [If you can still go backward, you have not really succeeded in moving forward.] Examples: electronic presentation vs. transparencies motion picture vs. live stage performance
  • 54. Some Other Thoughts • Serendipity and human networking • Order-of-magnitude estimates to decision- making • Research vs. administration – solve own problems vs. others’ problems – deal with inanimate objects vs. people – wreck your brain vs. your guts
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  • 57. Evolution of Economic Growth Knowledge Age Increasing Complexity Information Age Industrial Age Agricultural Age Time
  • 58. Outline • Higher Education Trends in Hong Kong • OUHK’s Strategies in Hong Kong • Higher Education Trends in Mainland China • OUHK’s Strategies in Mainland China • IT development at the OUHK
  • 59. Evolving Web Functionality collaborate (process) Increasing Functionality workflow, fulfillment, settlement transact queries, payments, funds transfer interact forms, registration, games publish information, advertizing, marketing Time or Maturity
  • 60. Real-Time Enterprise (RTE) RTE: enterprise that compete by using up-to-date information to progressively remove delays in managing and executing its critical business processes. Time is money ! Objective: do business faster and smarter.
  • 61. OUHK Mission & Vision • Mission – To make higher education available to adults, principally through a system of open access and distance education • Key Values – believe in open access of HE to all those aspiring to it, regardless of previous qualification, gender or race – provide a variety of courses to meet lifelong learning needs – strive for excellence in teaching, scholarship, research and public service – provide sustainable courses & programs affordable to students – use appropriate ICT to support learning • Vision – Strive to be a leader among universities providing learning opportunities by open and distance education, and to excel as a provider of HE in general
  • 62. Critical Success Factors  Commitment (what separates excellence from mediocrity)  Communication (secret to success; pass it on)  Cooperation (problems becomes opportunities)  Courage (taking a chance in spite of our fears)  Creativity (the best way to predict the future is to create it) Change into something greater than we already are !
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  • 68. Non-local HE Providers • No. of providers: – 150 educational institutions (UK, Australia,…) – 40 professional bodies • Qualifications offered: – degrees: bachelor, master & doctoral – professional memberships • Programs: 645 total – 327 registered (via HK Council for Academic Accreditation) – 318 exempted (via local institutions)
  • 69. Trends & Challenges pedagogy learner oriented, emphasis on interactive, collaborative, peer, and just-in-time learning technology less print oriented, less classroom bound, less labor intensive, more modular & portable challenges distribution, scalability, laboratory work, integration of technology & pedagogy
  • 70. Changing Paradigm for Learning learner-centered teacher-centered Traditional: broadcast learning teacher as facilitator teacher as transmitter New: interactive learning construction, discovery instruction learning how to learn absorbing materials hypermedia learning linear, sequential individual work cooperative learning interdisciplinary specialized, disciplinary just-in-time learning stable content customized one-size-fits-all continuous, life-long one-time learning
  • 71. Governance of Public Universities • Education and Manpower Bureau (EMB) – funded: 7 universities & 1 institute • (HKU, CUHK, HKUST, CityU, PolyU, Baptist U, Lingnan U, HKIEd) – self-financing: OUHK • Five advisors – Education Commission – University Grants Committee (UGC) – Research Grants Council (RGC) – HK Council for Academic Accreditation (HKCAA) – Vocational Training Council (VTC)
  • 72. UGC Institutions - Statistics 1991 - 92 1996 - 97 2000 - 01 Sub-degree 14,001 14,540 13,212 Undergraduate 29,199 45,965 45,645 Postgraduate 4,279 8,517 9,939 Total (FTE) 47,480 69,022 68,796 Total (headcount) 64,942 85,550 81,472 Participation rate (*) 13.0% 18.1% 16.7% Total Grant (HK$B) $6.46 $11.64 $14.06 Cost per FTE student $136K $168K $204K % of education expend. 33.2% 30.8% 27.2% % of public expenditure 6.0% 5.5% 5.1% (*) = % of age group (age 17-20) provided with FYFD places
  • 73. EC’s Reform Proposal (2000) • Establish a lifelong learning ladder – a “diversified higher education system” • universities • post-secondary colleges • continuing education – characteristics • student-focused • flexible academic structure • a transferable credit unit and qualification system • diversity • multiple entry and exit points • Move towards a four-year university system
  • 74. Higher Education Trends in HK • Education is top priority (Government pledge) • Diversified higher education sector: – multiple entry, multiple exit – change of funding mechanism and model • By 2010, 60% of secondary school graduates will have access to post-secondary education • Emergence of Associate Degree • HK$5B Continuing Education Fund
  • 75. Widening Access: 60% Target A bout 30% 18% D egree   D eg ree F irst-y ear   H ig h er first-d eg ree D ip lo m a   A sso ciate S u b-degree A bout 12% d eg ree 18% F irst-y ear 12% P ro fessio n al  su b -d eg ree FYFD d ip lo m a FYSD P u b lic P riva te 30%: to S6/7 30%: post-secondary 85%: S3 proceed to S4/5 100%: 9 Year Education up to S3
  • 76. Recent Government Initiatives Associate Degree Continuing Ed. Fund • community college concept • total: HK$5B • self-financing • up to HK$10K per applicant • $1000 land, interest-free loan • degree holders not eligible as start up incentive • at least 500,000 to benefit • 2001, first year: 2400 places • limited to 6 sectors: • 2002: > 4000 new places China Business, Design, • almost all public universities Language, Logistics, Tourism, Financial Services offer it
  • 77. UGC’s Higher Education Review Rationale Implication Establish a credit accumulation and transfer system • facilitate articulation of AD recipients funding dictated by student • enhance student mobility among enrollment ( more competition) institutions Maintain dual funding system & expand role of RGC • UGC block grant for infrastructural support; competitive project expanding role of of RGC to other funds through RGC research funding sources ( more • RGC as vetting agent for other uniform funding criteria) sources of research funding UGC to conduct periodic self-audit and another HE review in 5 years • review responsibilities & operations; long-term existence of UGC adjust to changing needs ensured
  • 78. Strategies of the OUHK in Hong Kong
  • 79. Vision of IT Plan To create an environment and culture in which appropriate technologies can be effectively deployed to support and enhance all OUHK activities, both in learning and support for our students and in administration for our staff.
  • 80. Thank you ! Professor Chun Ming LEUNG Vice President (Technology & Development) The Open University of Hong Kong 30 Good Shepherd Street, Homantin Kowloon, HONG KONG Email: cmleung@ouhk.edu.hk