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© MERLOT Tel Aviv, Israel June 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

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Page 1: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

MERLOT Governance

The Challenges of Managing a Virtual

Academic Consortium

Professor Sorel ReismanMERLOT Managing Director

Page 2: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Presentation Outline

• Geographical Perspective• History of MERLOT• Governance – Participants &

Organization Structure• Library Partners• Communicating in a Virtual

World• Other MERLOT Entities• Managing Content

Page 3: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Geographical Perspective:

Virtual Entitybut

Physical Presence

Page 4: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MERLOT – An International Consortium

Page 5: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Headquarters

Page 6: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

A Closer Look

Page 7: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Even Closer

Page 8: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

A Tourist Destination

Page 9: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

The California State University

Page 10: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Origins of MERLOT

Page 11: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Brief History of MERLOT• 1997

- MERLOT developed and hosted at Cal State University, Sonoma• 1999

- The University of Georgia System, Oklahoma State Regents for Higher Education, University of North Carolina System, and the California State University System formed the MERLOT ‘cooperative’

• 2000– January – MERLOT cooperative sponsored 48 Biology, Physics,

Business and Teacher Education faculty (12 from each system) to develop peer review standards/processes for on-line teaching-learning materials

– April - other higher ed systems/institutions invited to join MERLOT cooperative.

– July - 23 higher ed systems/institutions of higher education had become MERLOT Institutional Partners

– New release of MERLOT website – Hosted by CSU at WestEd

• 2006 (August)– third release of MERLOT of website

• 2007 (June)– 47,000+ members and 17,000 library materials- TBA – mirror host in Sacramento, California – California Virtual College

Page 12: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Participatory Governance

Page 13: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Governance Participants• Executive Director• Staff • Advisory Board • Project Directors Council• Editors Council• Corporations• Consortia• MERLOT International Conference Committee• Journal of Online Learning & Teaching

Editorial Board

Page 14: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Partners

Page 15: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Organization

Page 16: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

AdvisoryBoard

Organization

Page 17: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Organization

Page 18: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Organization

ProjectDirectors

BoardMembers

Editors

Page 19: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Organization

ProjectDirectors

BoardMembers

Editors MIC JOLT

Page 20: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Organization

ProjectDirectors

BoardMembers

Editors MICCorporations Consortia JOLT

Page 21: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Members

Organization

ProjectDirectors

BoardMembers

Editors MICCorporations Consortia JOLT

Members

Page 22: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

AdvisoryBoard

Members

Organization

16+

160+

18

5-10

2525

8

47000

ProjectDirectors

BoardMembers

Editors MICCorporations Consortia JOLT

Members

Page 23: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Community ParticipationType Number

Admin Team – CSU Office of the Chancellor employees

~ 8 FTE

Advisory Board Variable

Sustaining Partners - Project Directors 2

State System Level - Project Directors 16

Campus Level 10

Discipline Editorial Boards 16+

Editorial Board Members ≈160

Page 24: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Staff Locations• Executive Director – Long Beach• Managing Director – Newport Beach• Webmaster – Seal Beach• Director of Academic Programs – Dallas• Director of Institutional Development -

Oklahoma• Developers – Huntington Beach,

Arkansas, Las Vegas• IT Support Staff – Phoenix

Page 25: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Staff Locations

Page 26: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MERLOT Added Value• Access to the Partner Reserve• A voice in the strategic direction of MERLOT• Support of the peer review process in MERLOT

to increase the value of the collection• Seedling package – branded newsletter for

localized institutional MERLOT communications

• Institutional Teaching Commons package for localized MERLOT-based faculty development presence

• JOLT package for online journal infrastructure replication

• Reduced MIC registration fee

Page 27: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Library Partners

Page 28: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Related Libraries

Page 29: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

GLOBE Worldwide

Page 30: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

COMMUNICATIONS

Managinga

Virtual Organization

Page 31: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Group Actual Meeting

Virtual Meeting

Staff

Advisory Board

Project Directors

Editors Council

MIC

JOLT

Meeting Schedules

Page 32: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Group Actual Meeting

Virtual Meeting

Staff •Bi-annual retreat•Partner meetings

•Weekly strategy•Weekly operations

Advisory Board

•Mid Year Meeting•MIC

•As required

Project Directors

•Mid Year Meeting•MIC

•Monthly•Bi-annual major

Editors Council

•Mid Year Meeting•MIC

•Monthly•Bi-annual major

MIC MIC •Weekly

JOLT •Mid Year Meeting•MIC

•Monthly

Meeting Schedules

Page 33: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Meeting ModesActual

– Staff Retreats – biannually– Mid Year Meeting: Staff, Project Directors, Editors

Council, Advisory Board– MIC:

• Staff• Editors Council• Project Directors• Joint session of EC and PD• Advisory Board

Virtual– Staff – Weekly Operations; Weekly Management– Project Directors – Monthly Operations; annually

operations– Editors Council – Monthly Operations; annually operations

Page 34: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

ExecutiveDirector

Staff

MIC

BoardMembers

ProjectDirectors

AdvisoryBoard

Corporations Consortia JOLTEditors

Members

Communicating with Members

16+

160+

18

5-10

25 25

8

47000

Webmaster

Page 35: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

The Webmaster• “Human Face” of MERLOT• End User technical support• Role of Webmaster non-existent 5-6 years ago• 2006 - 2129 email/phone requests/issues • 2007 (January to May) - 875  • Webmaster responds almost 7/24• Issues which make up half of all inquires:

• Information requests (MIC, JOLT, contributing)• Web Services• Bad emails• Profile needs to be updated/removed• Unable to log in• Peer review process/requests about peer review

• Remedy Reporting• Analytics essential to process & site improvement

Page 36: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Vineyard Newsletter

Page 37: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Grapevine Newsletter

Page 38: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Extending the Community: Building Editorial Boards• Taskforce – “editorial board in-training”• Core group - 4+ motivated individuals including

Chair• Develop discipline taxonomy• 100 – 150 submitted learning materials

– 20% with Assignments– 20% with Member Comments

• Portal editor selected • Declare Editorial Board• Example - Fire Safety

– Taxonomy – 1 month– Build Collection - 4 months– Training - 2 months– Oversight - 4 months

Page 39: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

OtherMERLOT Entities

Page 40: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MERLOT International Conference“The MIC”

Page 41: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MIC Committee Positions• Volunteer committee• Staff advisory liaison• Strategic direction – staff defined• Operations – committee led• Logistics - event planning company • Committee chair – may be host site

person • Weekly committee meetings• Weekly MERLOT staff update

Page 42: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MIC Conference Committee

Page 43: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Journal of Online Teaching & Learning

Page 44: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

JOLT Board

Page 45: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Managing Content

Page 46: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Distribute Content Management

Page 47: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Grapevine Newsletter

Page 48: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Grapevine Newsletter

Page 49: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Portal Content

Page 50: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

Portal Template

Institutional Teaching Commons

Page 51: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

June 2007

© MERLOT Tel Aviv, Israel

MERLOT About Us

Page 52: © MERLOT Tel Aviv, IsraelJune 2007 MERLOT Governance The Challenges of Managing a Virtual Academic Consortium Professor Sorel Reisman MERLOT Managing Director

© MERLOT Tel Aviv, Israel June 2007

Discussion