© Copyright 2006 IMS/GLC All Rights Reserved. Page 1 The State of Open Source in Higher Education:Time for a Reality Check? June 2006 –Rob Abel –CEO, IMS Global Learning Consortium –office: –mobile: –skype: rob_abel –

© Copyright 2006 IMS/GLC All Rights Reserved. Page 2 “It is not the strongest species that survive, nor the most intelligent, but the ones who are most responsive to change” - Charles Darwin

© Copyright 2006 IMS/GLC All Rights Reserved. Page 3 Who Will Win? Traditional Commercial Applications Traditional Commercial Applications Open Source Applications Community Source Applications Higher Education Enterprise Software Applications Higher Education Enterprise Software Applications

© Copyright 2006 IMS/GLC All Rights Reserved. Page 4 Open Source Workshop Special Workshop (Thursday, 22 June) Integrating Open Source, Commercial, and In-House Solutions to Deliver Online Learning Solutions Workshop Themes: * How integration can happen. * How standards support an integrated approach. * Relevant IMS specifications. * Typical customer requirements. * Making fit for purpose choices. * Real user case studies. 10: :10 Introduction * Joel Greenberg, Chair of EIN, Director of Strategic Development Learning & Teaching Solutions, The Open University 10: :40 The Vendor View: * Microsoft - Chris Moffatt, Senior Program Manager, Education Products Group, Microsoft * Blackboard/WebCT - Chris Vento, Senior Vice President - Technology & Product Development, Blackboard * Angel Learning - Ray Henderson, Chief Products Officer, Angel Learning 10: :00 The Open Source View: * Moodle - Martin Dougiamas, Moodle Founder and Lead Developer, Executive Director of Moodle Pty Ltd * Sakai - Charles Severance, Sakai Foundation Board Member, Chief Architect, University of Michigan 11: :35 The User View: * The Open University - Jason Cole, Product Development Manager, Learning and Teaching Solutions, The Open University * The University of Wisconsin - Dirk Herr- Hoymann, eLearning System Architect, University of Wisconsin-Madison, DoIT 11:35 - 1:30 Developing User Guidelines Agreeing on on-going collaborative activities 1:30 Workshop Closes

© Copyright 2006 IMS/GLC All Rights Reserved. Page 5 Summit Panel Wednesday, 21 June Open Source: Win-Lose, Win-Win, or Lose-Lose for the Learning Industry? New open source applications in the learning market have been explored with great interest as a potential way to provide the education industry with the customization, control, and stability. Hear about new research on the adoption of open source in higher education and join the debate on what business issues open source addresses and whether it is a positive or negative influence on the learning industry. Chris Vento, Senior Vice President Technology & Product Development, Blackboard Chris Moffatt, Senior Program Manager, Teaching & Learning Technologies Team, Microsoft Joel Greenberg, Ph.D., Director of Strategic Development Learning & Teaching Solutions, The Open University Mike King, Director, Market Development, IBM Education Industry Brad Wheeler, Ph.D., Indiana University Chief Information Officer & Indiana University- Bloomington Dean of IT, IU Moderator: Rob Abel, CEO, IMS Global Learning Consortium, Inc.

© Copyright 2006 IMS/GLC All Rights Reserved. Page 6 Collaborative Research* Online Learning Open Source Digital Content Vendor Satisfaction *Join IMS LILF to subscribe

© Copyright 2006 IMS/GLC All Rights Reserved. Page 7 Open Source Research Phase One: “State Of” Phase Two: “Best Practices” Phase Two: “Best Practices” Today Select approx. 20 Help wanted!!!

© Copyright 2006 IMS/GLC All Rights Reserved. Page 8 Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected

© Copyright 2006 IMS/GLC All Rights Reserved. Page 9 Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 10 Survey Background Conducted Fall and early Winter Respondents were CIOs or others claiming responsibility for evaluating open source products Sought to target all levels of engagement in open source (including none) Took a broad view - including open source-enabled products - Luminis, Academus Sought to target all types of institutions U.S. focused, but did not exclude outside U.S. 195 completed surveys, 30 partially completed 15 minutes average time to completion

© Copyright 2006 IMS/GLC All Rights Reserved. Page 11 Survey Sponsors Sun Microsystems Sungard SCT Unicon Alliance for Higher Education Competitiveness

© Copyright 2006 IMS/GLC All Rights Reserved. Page 12 Survey is Reopened A rolling open survey with periodic report outs Participants receive the report We will notify you when its been 12 months since your last completion Click on link under “participate” at:

© Copyright 2006 IMS/GLC All Rights Reserved. Page 13 Survey Branching Distinguished between infrastructure and application Looked at five levels of interest: not seriously considered yet, implemented, chosen, considered or considering, rejected.

© Copyright 2006 IMS/GLC All Rights Reserved. Page 14 Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 15 Discussion Topic Issue #1- What level of penetration of open source applications constitutes success? How will community source know when it has succeeded? What are the successes so far? What is the proof?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 16 Estimated Penetration 60% definite, 10% in consideration 6% rejected, 24% not considered yet

© Copyright 2006 IMS/GLC All Rights Reserved. Page 17 Estimated Penetration 42% definite, 16% in consideration 8% rejected, 34% not considered yet

© Copyright 2006 IMS/GLC All Rights Reserved. Page 18 Estimated Penetration Portal (15-24%), CMS (9-15%), Desktop office applications (6-12%), ePortfolio (2-4%)

© Copyright 2006 IMS/GLC All Rights Reserved. Page 19 Estimated Penetration

© Copyright 2006 IMS/GLC All Rights Reserved. Page 20 Estimated Penetration

© Copyright 2006 IMS/GLC All Rights Reserved. Page 21 Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 22 Some Data Points Blackboard market cap: $788 million eCollege market cap: $532 million (one of Forbes 100 hot growth companies) Estimated market value of Sungard Higher Ed: $1.5 billion Datatel, Oracle/Peoplesoft, Jenzabar: $$ Discussion question: How does this compare to the resources of open source and community source initiatives? Discussion question: Do resources matter?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 23 Discussion Topic Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Why did Blackboard, WebCT, and eCollege succeed?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 24 Priority of Open Source

© Copyright 2006 IMS/GLC All Rights Reserved. Page 25 Top IT Issues Today Security and identity management Funding IT Administrative/ERP/information systems Disaster recovery/business continuity Faculty development, support, and training Source: Educause pdfhttp:// pdf

© Copyright 2006 IMS/GLC All Rights Reserved. Page 26 TCO Conclusions 56% TCO advantage 7% TCO disadvantage

© Copyright 2006 IMS/GLC All Rights Reserved. Page 27 Outside Influencers 30% outside IT influence

© Copyright 2006 IMS/GLC All Rights Reserved. Page 28 Who? 57% faculty or department leaders 16% institutional leaders

© Copyright 2006 IMS/GLC All Rights Reserved. Page 29 Reasons for Considering Customization Avoid lock-in Unique needs

© Copyright 2006 IMS/GLC All Rights Reserved. Page 30 Survey Results Agenda Survey background Issue #1- What level of penetration of open source applications constitutes success? Issue #2- Do the open source initiatives have what it takes to succeed as application products in the higher education market? Issue #3- What is the level of expectation regarding open source and is this good or bad?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 31 Discussion Topic Issue #3- What is the level of expectation regarding open source and is this good or bad? What are the most important expectations that have been created concerning community source? Are these being fulfilled?

© Copyright 2006 IMS/GLC All Rights Reserved. Page 32 Evaluation Factors Most positive: TCO Integration Functionality Security Blockers: Skills Support Maturity

© Copyright 2006 IMS/GLC All Rights Reserved. Page 33 Skills Issues

© Copyright 2006 IMS/GLC All Rights Reserved. Page 34 Commercial Support

© Copyright 2006 IMS/GLC All Rights Reserved. Page 35 Perceived Maturity

© Copyright 2006 IMS/GLC All Rights Reserved. Page 36 Successes of Open Source Most: TCO Responsiveness Innovation Satisfaction Functionality

© Copyright 2006 IMS/GLC All Rights Reserved. Page 37 Considering Now...

© Copyright 2006 IMS/GLC All Rights Reserved. Page 38 Future Expectations

© Copyright 2006 IMS/GLC All Rights Reserved. Page 39 Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected

© Copyright 2006 IMS/GLC All Rights Reserved. Page 40 Summary Thoughts - 1 Open source applications have clearly emerged as a factor in the higher education market - but, market share for viability is unclear Commercial CMS’s created a strong pull from underserved users that drove an IT decision - can IT drive open source applications? If not who/what will? It’s difficult to see how open source can rival the innovation of commercial products going forward given the focus on cost as the key value proposition (but it is possible)

© Copyright 2006 IMS/GLC All Rights Reserved. Page 41 Summary Thoughts - 2 There is large interest now - especially in CMS - it’s anyone’s guess as to how long this window will remain open (higher ed is a unique market with longer timeframes than normal) A symbiotic relationship between open source and commercial applications seems very possible

© Copyright 2006 IMS/GLC All Rights Reserved. Page 42 Today’s Challenges Integration Provisioning a user Transfer of section information Transfer of grades Content formats Launching tools Learning Impact Greater faculty adoption Social learning support Library access Institutional performance assessment Explicit learning objectives Metaphors and mental models Student progress monitoring

© Copyright 2006 IMS/GLC All Rights Reserved. Page 43 Agenda Overall Purpose: Discussion about the progress of community source from a business perspective Results of industry survey through a market leadership lens Summary thoughts Call to action for the IMS Global Learning Consortium *Note: There will be discussion topics throughout the presentation- active participation is expected

© Copyright 2006 IMS/GLC All Rights Reserved. Page 44 IMS Global Learning Consortium In service to the community of organizations and individuals enhancing learning worldwide IMS/GLC is a global, nonprofit, member organization that provides leadership in shaping and growing the learning industry through community development of standards, promotion of innovation, and research into best practices

© Copyright 2006 IMS/GLC All Rights Reserved. Page 45 Today’s IMS Integration Provisioning a user Transfer of section information Transfer of grades Content formats Launching tools Learning Impact Greater faculty adoption Social learning support Library access Institutional performance assessment Explicit learning objectives Metaphors and mental models Student progress monitoring Development of Standards Research and Dissemination of Best Practices Promotion of Innovation

© Copyright 2006 IMS/GLC All Rights Reserved. Page 46 IMS and the Global Tech Industry Investing in Learning Innovation

© Copyright 2006 IMS/GLC All Rights Reserved. Page 47 IMS and Global Education Leaders in Learning

© Copyright 2006 IMS/GLC All Rights Reserved. Page 48 IMS Open Source Objectives Separate truth from fiction Address efficient return across commercial and grant funding through interoperability standards and projects: create the framework for symbiotic coexistence Research and document best practices Explore the connection between open source and key learning industry challenges

© Copyright 2006 IMS/GLC All Rights Reserved. Page 49 IMS Open Source Actions Open source activities at annual conference June –Moodle, Sakai, Blackboard, Angel, Microsoft, IBM, Open University, etc. New working group on Integrated Learning Architectures partnering with UBC open source SOA group, among others This research - your involvement and support welcome...

© Copyright 2006 IMS/GLC All Rights Reserved. Page 50 Participate: Support IMS! Join IMS! New Member Levels Available! – Annual Conference: June 19-22, Hosted by Indiana U: –

© Copyright 2006 IMS/GLC All Rights Reserved. Page 51 Open Source Workshop Special Workshop (Thursday, 22 June) Integrating Open Source, Commercial, and In-House Solutions to Deliver Online Learning Solutions Workshop Themes: * How integration can happen. * How standards support an integrated approach. * Relevant IMS specifications. * Typical customer requirements. * Making fit for purpose choices. * Real user case studies. 10: :10 Introduction * Joel Greenberg, Chair of EIN, Director of Strategic Development Learning & Teaching Solutions, The Open University 10: :40 The Vendor View: * Microsoft - Chris Moffatt, Senior Program Manager, Education Products Group, Microsoft * Blackboard/WebCT - Chris Vento, Senior Vice President - Technology & Product Development, Blackboard * Angel Learning - Ray Henderson, Chief Products Officer, Angel Learning 10: :00 The Open Source View: * Moodle - Martin Dougiamas, Moodle Founder and Lead Developer, Executive Director of Moodle Pty Ltd * Sakai - Charles Severance, Sakai Foundation Board Member, Chief Architect, University of Michigan 11: :35 The User View: * The Open University - Jason Cole, Product Development Manager, Learning and Teaching Solutions, The Open University * The University of Wisconsin - Dirk Herr- Hoymann, eLearning System Architect, University of Wisconsin-Madison, DoIT 11:35 - 1:30 Developing User Guidelines Agreeing on on-going collaborative activities 1:30 Workshop Closes

© Copyright 2006 IMS/GLC All Rights Reserved. Page 52 Summit Panel Wednesday, 21 June Open Source: Win-Lose, Win-Win, or Lose-Lose for the Learning Industry? New open source applications in the learning market have been explored with great interest as a potential way to provide the education industry with the customization, control, and stability. Hear about new research on the adoption of open source in higher education and join the debate on what business issues open source addresses and whether it is a positive or negative influence on the learning industry. Chris Vento, Senior Vice President Technology & Product Development, Blackboard Chris Moffatt, Senior Program Manager, Teaching & Learning Technologies Team, Microsoft Joel Greenberg, Ph.D., Director of Strategic Development Learning & Teaching Solutions, The Open University Mike King, Director, Market Development, IBM Education Industry Brad Wheeler, Ph.D., Indiana University Chief Information Officer & Indiana University-Bloomington Dean of IT, IU Moderator: Rob Abel, CEO, IMS Global Learning Consortium, Inc.

© Copyright 2006 IMS/GLC All Rights Reserved. Page 53 Additional Resources What’s Next in Learning Technology in Higher Education webinar – =ims_2006_0517_1403_03http://lecture.horizonwimba.com/launcher.cgi?channel =ims_2006_0517_1403_03 Educational Pathways recent coverage of IMS –