Part 1 -- Hands-On:Designing and Using Sakai Portfolios

Jacques Raynauld, HEC Montréal Janice Smith, Three Canoes LLC Olivier Gerbé, HEC Montréal Shoji Kajita, Kyoto UniversityKumiko Kondo, Kyoto University Eric Giraudin, IUT2 Grenoble

Open Apereo, June 1, 2015

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• Introductions• Forming portfolio teams• Logging into Karuta• Workshop self-Evaluation• The purpose of ePortfolios• Portfolio literacy skills• Portfolio types• Your portfolio type• The Karuta Project• Karuta past, present, and future

• Comparing Karuta to OSP• Migration from OSP to Karuta• Karuta in four slides• Karuta use cases• Playing student and faculty roles• Modifying portfolio prototypes• Designing portfolios with Karuta• Portfolio best practices• Preview of afternoon workshop• Workshop self-evaluation

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Overview of the Morning Workshop

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• Karuta Project team• Workshop participants• Name• Institution• Purpose for being here

• Forming portfolio teams• According to shared purpose• 2, 3, or 4 participants• Multi-institutional

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Introductions

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• OSP schools considering Karuta?• Interested in designing:• Portfolios for learning• Assessment workflows?• Showcase portfolios?• Institutional reports?

• New to portfolios?• Happy with your current solution

but just curious?

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Shared Purposes?

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• Go to http://eportfolium.com/karuta• Log in with your email address as

both username and password. Leave the dots out!• Change your password by

clicking the drop-down menu under your name.

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Logging into Karuta

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Karuta Home

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• Select the student role under your name.• On the home page list of

portfolios, select the workshop portfolio.• Select the Learning Objectives

Unit.• Use the pencil buttons to rate

yourself on your current skills in designing a portfolio process BEFORE THE WORKSHOP.

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Portfolio Workshop Self-Evaluation

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An ePortfolio is a tool for managing digital evidence of one’s own learning in ways that contribute to learning that is continuous, deep, and purposeful.

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The Purpose of ePortfolios

Paul TreuerUniversity of Minnesota-Duluth

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The highest priority of any ePortfolio implementation is to transform portfolio users into more effective learners.

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The Purpose of ePortfolios

Janice SmithThree Canoes

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•An ePortfolio is only a tool.•Using an ePortfolio does not guarantee that ANY

learning takes place.• Specific skills are required for the successful use of an

ePortfolio.• These “portfolio literacy” skills are the same ones that

are necessary for success in life..5/31/15

However . . .

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• Learners do not automatically know how to use ePortfolios to support their learning.

• Traditional university teaching methods do not help students with effective use of ePortfolios.

•Active guidance by faculty is required to prepare students for success in using portfolios.

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Why Portfolio Literacy Skills?

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Using Backwards Design

• Identify the skills necessary for lifelong learning to be continuous, deep, and purposeful.• Connect these skills to your ePortfolio learning goals.• Build skills development into your ePortfolio workflow.• Help students become aware of their progress in

acquiring these skills as they build their ePortfolios.• Measure student achievement of these skills within and

beyond the ePortfolio.

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Promoting Literacy Skills

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Collecting • Assembling and describing evidence of learning

Self-Regulating• Becoming aware of and exercising control over learning

Reflecting• Contextualizing the meaning and significance of learning

Integrating• Synthesizing and transferring learning across situations

Collaborating• Participating in community to build knowledge and skills

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What Are the Portfolio Literacy Skills?

Paul Treuer and Jill D. Jenson, 2013

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Success in Learning and in Life

Paul Treuer and Jill D. Jenson, 2013

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A Continuous Cycle of Learning

Collecting Self-Regulating

Collaborating

Paul Treuer and Jill D. Jenson, 2013

Each cycle builds uponthe previous cycle and leads to the next.

Integrating

Reflecting

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Learning• Focus on developing

academic or professional knowledge, skills, and identity

Assessment• Focus on programmatic or

institutional improvement

Showcasing• Focus on sharing attractive

displays of evidence with others

Examples:• Self-Assessment Dashboards• Accreditation Reports• Resumes and CVs• Co-Curricular Transcripts• Internship Reports• Teaching Portfolios• Graduate School Applications

Three Primary Portfolio Types (and combinations)

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Student Level• Documentation and

reflection on learning• Self assessment of

learning• Resumes and CVs• Showcasing learning

Portfolios for Different Levels

Instructor Level• Assessment of learning• Rating dashboards• Teaching portfolios

Institutional Level• Assessment of learning• Accreditation reports

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Discuss with your workshop portfolio team:

• What type(s) of portfolio(s) exist or are planned at your institution?• Portfolios for learning, assessment, or showcasing – or a

combination

• Which levels benefit or will benefit from the portfolio(s) at your institution?• Student, instructor, or institutional level – or a combination

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What’s Your Portfolio Type?

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• A next generation open source ePortfolio• Created in the spirit of the Open

Source Portfolio (OSP) tools• Dramatic flexibility in designing

portfolios for learning, assessment, reporting, and showcasing• LTI integration with an LMS• Migration path from OSP• Available for piloting and production

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Karuta Open Source Portfolio

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• Highly customizable – no coding required• IMS LTI-1 and LTI-2 enabled• Multilingual• Responsive Design (for use on

mobile devices)• OSP import (proof of concept)• Dashboard for assessment and

reporting• jQuery/javascript/front end (Twitter

Bootstrap)• Java/mySQL-Oracle back end5/31/15

Key Features of Karuta

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• OSP no longer supported in Sakai 11• Partners working on the next generation

portfolio: HEC Montreal, Kyoto University, IUT-2 Grenoble, eportfolium, Three Canoes LLC

• Apereo incubation project began in March 2014• Release of Karuta 1.0 in September 2014• Release of Karuta 1.1 in May 2015

OSP, Apereo and the Karuta Incubation Project

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Karuta Prototype (WAD6)• LIT-1 integration• Tree structure• Semantic tagging• UI for designers• Multiple roles• Rubrics• Reuse of structures• Sharing by user and role• Export/import of portfolios

Karuta 1.1 Enhancements• LTI-2 and Oracle database integration• Email notification• Streamlined actions• Form creation• Dashboards for instructional

management and reports• Use of semantic tagging for reports• Designer control of look and feel• Free positioning showcase portfolio

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Karuta Past and Present

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Karuta Roadmap to the Future

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• Karuta 1.2 projected for September 2015• Continue the IUT-2 Grenoble and Kyoto deployment• Begin new pilots in the Canada and the USA• OSP export / Karuta import with a current implementation• Sharing portfolios via public URLs• Request feedback or evaluation via email notification• Completing the Apereo Incubation process• Building a Karuta community within the Apereo Portfolio community

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OSP• Native Sakai tools• Interoperable tool suite• Integration with Resources and

Assignments• UI for matrices• XML coding required for forms

and portfolio templates• Reports require significant effort

Karuta OSP• LTI integration with Sakai• One tool • Integration possible with any Sakai

tool• UI for portfolio workflows and

dashboards• UI for showcase portfolios• UI for reports based on semantic

tagging5/31/15

Comparison to Open Source Portfolio Tools in Sakai

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Migration of Data from OSP to Karuta

Objectives:• Construct Karuta resources that act like OSP matrices and forms• Export OSP content and import it to Karuta for re-use

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OSP Content for Migration to Karuta

Attachments to matrix cells and to forms:• Copied from Sakai Resources• Uploaded directly from user desktop

Content of form fields

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Root

Structure

Unit

UnitStructure

Context

Resource

Learning Objectives

Critical ThinkingInformation LiteracyProblem Solving

Presentation

Critical Thinking

Submit EvidenceInstructions (text)Evidence (file)

Refect on the EvidenceInstructions (text)Comment (text)

A simple learning portfolio

Karuta in 4 Slides: #1 ASM Model

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Copy

• Menu

Proxy - link

• Proxy

Read value

• Get_resource

Karuta in 4 Slides: #2 Operations on the Trees

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Label

• Text

Actions/Role

• Read• Edit• Delete• Comment• Submit• Show• Information

Display

• CSS• Free

positioning• In-line

Semantic Tag

• Powerful possibilities

Karuta in 4 Slides: #3 Properties on Nodes/Leaves

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KARUTA Designer

Prototype - Pilot

KARUTA Production

Instanciation

Karuta in 4 Slides: #4 Prototyping

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Karuta Use Case: School of Education (Montréal)

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Karuta Use Case: School of Education (Montréal)

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HEC Montréal – Master’s in Electronic Commerce

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HEC Montréal – Master’s in Electronic Commerce

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AAC&U Rubrics (Parts)

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• Open the AAC&U Portfolio.• Select the student role.• Fill out the profile.• Explore the actions for students.• Select the instructor role and

explore the actions for instructors in team member portfolios.

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Playing Student and Instructor Roles

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Modifying Portfolio Prototypes

Talk with your team members about how you would modify this prototype portfolio to work more effectively at your institution.

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Designing Portfolio Workflows with Karuta

• Import the Karuta Designer Manual• Sample one or more units that

catch your interest.

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Designing Portfolio Workflows with Karuta

• URLs• Forms• Rubrics• Comments• Email notifications• Video• Audio• Color and Fonts• Dashboards• Reports

Work with your portfolio teamto consider Karuta components for planning a portfolio workflow.

• User groups and roles• Tree structure• Instruction fields• Text fields• Date fields• Images• File uploads

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Summarize your team’s portfolio design for the larger group.

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Designing Portfolio Workflows with Karuta

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For portfolios to be transformational:

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Top Ten List of Portfolio Best Practices

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Use portfolios for:

•Deep Learning • Student-Centered

Activities •Personal Transformation

And not so much for:

•Administrative Purposes • Institution-Centered

Activities •Data-Driven Needs

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#10 Portfolio Purposes

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Use portfolios for:

• Introspective Activities•Repeated Use•Meta-Cognitive Purposes

And not for:

•Undirected Activities•One-Time Use•Mechanical Purposes

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#9 Reflection

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Use portfolios for:

•Relationships between Types of Evidence •Rich Context• Telling the Story

And not for:

•Unconnected Evidence of Learning • Little to No Context•No Stories Available

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#8 Documentation

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Use portfolios to promote:

• Transparency in Learning Self-Evaluation • Focused Attention on

Learning Outcomes

And Not When Learning Outcomes Are: •Not Shared•Misunderstood•Not Owned

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#7 Learning Outcomes

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Use portfolios for:

• Truth Telling• Encouragement•Affirmation

And not to promote:

• Falseness•Discouragement•Punishment

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#6 Authenticity

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Use portfolios for:

• Identifying Patterns Across Disciplines • Transfer of Learning •Proactive Awareness of

Teaching Goals

And not for:

• Separation of disciplines• Isolated Learning •Passivity in Relation to

Teaching Goals

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#5 Integration

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Use portfolios for:

•Open-Ended Prompts• Sufficient Scaffolding• Inspiring Models

And not for:

•Uninspiring Prompts• Insufficient Scaffolding• Little to No Modeling

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#4 Guidance

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Use portfolios for:

•Weaving Feedback into the Learning Process •Offering a Rich Blend of

Feedback •Affirmation and

Accompaniment

And not for:

• Solitary Learning •Minimal or Unsupportive

Feedback•Drop-In Judgments

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#3 Connection

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Use portfolios for:

• Individual Encouragement •Offering a Range of

Choices •Attractive Displays

And not for:

•One Size Fits All• Little If Any Choice • Less Than Compelling

Displays

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#2 Self-Expression

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Use portfolios for:

• Individual Ownership• Focus on Process •Graduates with Self-

Knowledge

And not for:

• Institutional Ownership• Focus on Product •Graduates Unaware of

Their Learning

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#1 Ownership

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• Select the student role.• Select the workshop portfolio

and the Learning Objectives unit.• Rate yourself on your portfolio

skills AFTER THE WORKSHOP.• Fill out My Workshop

Comments..• You will have an opportunity to

modify your ratings at the end of the afternoon workshop.

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Portfolio Workshop Self-Evaluation

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Preview of the Afternoon Workshop

Please return at 1 PM.

Bring your laptop!

• Learn the rudiments of being a Karuta designer.• Learn to create, copy, link, and

move Karuta tree structures.• Experiment with using Karuta

Parts to edit and create rubrics.• Use Karuta metadata to specify

roles, add menus and set up dashboards and reports.

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For More Information:

• Merci pour votre attention!Learn about us:• karutaproject.org• apereo.org/content/karuta

Try Karuta:• eportfolium.com/karuta

Follow us:

KARUTA ePortfolio

KarutaOSP5/31/15

Download Karuta:• github.com/karutaproject

Contact us:• info@karutaproject.org• jacques.raynauld@hec.ca• janice.smith@threecanoes.com