1 Technology-Based Instruction: Planning at the Production Level by Jeremy Rowe ECURE 2001

2 Knowing what NOT to do is often the most important planning skill. Poor planning undermines the energy and resources needed to implement change and improve quality.

3 Influences Differences between self-contained classrooms and technology enhanced courses Differences between self-contained classrooms and technology enhanced courses Competition with publishers and producers Competition with publishers and producers Changing policy environment Changing policy environment Technology assisted Education as change agent Technology assisted Education as change agent Competition for resources Competition for resources

4 The Changing Environment (1 of 2) Blurring roles of creator and user Blurring roles of creator and user Increasing use of resources to design, develop, and distribute Increasing use of resources to design, develop, and distribute Increasing awareness of Internet markets Increasing awareness of Internet markets On-line education and Digital Libraries initiatives On-line education and Digital Libraries initiatives Changing nature of the traditional, self-contained classroom Changing nature of the traditional, self-contained classroom

5 The Changing Environment (2 of 2) Potential size of the audience Potential size of the audience Increasing overlap between education and training Increasing overlap between education and training Unique nature of the transmission media Unique nature of the transmission media Digital Millennium Copyright Act Digital Millennium Copyright Act Distance Education Report to Copyright Office ( Distance Education Report to Copyright Office (

6 Project Planning Issues Identify Content (need, market, etc.) Identify Content (need, market, etc.) Instructional Design Instructional Design Ownership/Permissions Ownership/Permissions Course Management Course Management Information Technology - Operations Information Technology - Operations Archive/Records Management Archive/Records Management

7 Instructional Design Issues Instructional Design Issues Goals Goals Objectives Objectives Audience Audience Media selection/design Media selection/design Treatment Treatment Content development Content development Evaluation/Assessment Evaluation/Assessment

8 Key Ownership Questions Who owns multimedia materials, the faculty or the institution? Who owns multimedia materials, the faculty or the institution? Who controls the content? Who controls the content? Can instructors take the materials with them if they change jobs? Can instructors take the materials with them if they change jobs? Who gets credit for team-produced products? Who gets credit for team-produced products? How are revenues shared? How are revenues shared?

9 Rights of the Copyright Holder Copy or reproduce Copy or reproduce Prepare derivative works Prepare derivative works Distribute or market copies Distribute or market copies Public performance Public performance Public display Public display

10 Ownership Issues Component materials Component materials Materials produced Materials produced-Faculty -Production team -Students

11 Permissions Component materials Component materials Materials produced Materials produced-Faculty -Production team -Students

12 Merging Expectations Address early in process Address early in process Refresh communication at transition points Refresh communication at transition points Licensing vs. Ownership Licensing vs. Ownership Create opportunities for mutual learning Create opportunities for mutual learning

13 Resources to Address Ongoing assignments Ongoing assignments Release time from current assignments for faculty or other employees Release time from current assignments for faculty or other employees Sabbatical funding Sabbatical funding Institutional (internal) special funding Institutional (internal) special funding Use of institutional resources (staff, computing, etc.) Use of institutional resources (staff, computing, etc.) External, non-institutional funding External, non-institutional funding

14 Finding Courses and Resources Metadata - Data about data Metadata - Data about data Cataloging and description Cataloging and description Standard vocabulary Standard vocabulary Need to identify format and technical information, as well as content Need to identify format and technical information, as well as content Critical role for sharing resources - Digital Libraries, educational consortia, etc. Critical role for sharing resources - Digital Libraries, educational consortia, etc.

15 Course Management Faculty,staff, and student development Faculty,staff, and student development Student interaction and assistance Student interaction and assistance-Moderation -Help desk Grading Grading Content revision Content revision Identifying costs Identifying costs Evaluation and assessment Evaluation and assessment

16 Information Technology Operations Security Security Privacy Privacy Software standards - Proprietary design/commercial Software standards - Proprietary design/commercial Organization of files and resources Organization of files and resources Disaster recovery and back-up Disaster recovery and back-up

17 Security System level System level Server level Server level -administrative access Courseware Courseware Files Files

18 Privacy User identification User identification Chat/discussion groups Chat/discussion groups Grades/records Grades/records

19 Software standards Reliability Reliability Control Control Maintenance Maintenance Change management Change management Migration Migration Archiving Archiving

20 Organizing Resources Distributed files Distributed files Reliability Reliability Version control Version control Back-up and archiving Back-up and archiving

21 Accommodating Existing Policies Grade books Grade books Course records Course records Replicability for grievance and appeal Replicability for grievance and appeal

22 Archive and Records Management Issues Data vs. records Data vs. records Standards Standards Documentation Documentation Storage Storage Migration Migration

23 Data vs. Records Data is information Data is information Records are information with context Records are information with context

24 Records Standards Definitions - What to retain Definitions - What to retain Data description Data description Format Format Media Media Management Management

25 Documentation Need for standard descriptors (i.e. MARC, Dublin Core, etc. ) Need for standard descriptors (i.e. MARC, Dublin Core, etc. ) Content Content Operating system Operating system Software version Software version File format File format Date Date History History

26 Storage Format Format-Hardware-Software -File -Non-proprietary -Uncompressed -Media Conditions Conditions Management Management

27 Migration Storage Storage-Media-Format-Conditions Technical Technical-Hardware-Software -File format/version Preservation Preservation Management Management

28 END