Where are open source learning applications?

I’ve previously discussed the use of open source for the learning sector as well as the business models that could work for learning applications. Matt Asay has posted his OSCON presentation on open source business models that shows how the field has developed and how different projects are at various levels of maturity.

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Now if you look at open source platforms in the learning space, my first take would put these on the curve:

  • Innovators – Elgg Learning Landscape and several others
  • Early Adopters – Moodle and a few others
  • Early Majority – nobody
  • Late Majority – forget about it

Read the rest of Asay’s presentation to see what strategies are necessary at these stages.

Informl Learning Unworkshop 3

Our next informl learning unworkshop, hosted by Jay Cross, with Judy Brown and myself, starts next week. We’re pretty close to full but there is room for a few more people. If you’re interested, check it out now, as the first session is on Tuesday August 1st.

This will be slower-paced than the last unworkshop, as it will be spread over almost two months, until September 19th.

Learning with Blogs, Wikis, and Web 2.0 Tools
An unworkshop for trainers, instructional designers, and learning managers

Army Knowledge Management

Federal Computer Week (FCW) reports how the US Army is implementing knowledge management at the operational and tactical level. Here is a prime example:

In this particular case, Iraqi insurgents placed an IED [improvised explosive device] behind a poster with anti-American slogans. A soldier noticed that the poster looked different from others he had observed, so he entered information about the suspicious sighting into BCKS. A threaded discussion developed online while specialists evaluated the potential threat. When they confirmed the soldier’s suspicions, the Army sent a message via the system to alert other units about the insurgents’ new method of concealing IEDs.

The article goes on to discuss the details of knowledge management activities that enable junior officers to share information based on the current operational reality. However, it seems that the Army hierarchy is not learning as quickly as the grass-roots:

The Army is a hierarchical institution in which a natural tension exists between junior officers and the Army brass, who want junior officers to follow Army doctrine to the letter. But junior officers who have been deployed in Iraq often feel that doctrine is out-of-date and that they know best based on their experiences on the battlefield.

A grass-roots movement to transform the service from the bottom-up has created tremendously valuable communities of practice, but Army doctrine has been slow to adapt.

There is a similar tension in large organisations in the civilian world. I recently tried to work with a large company in responding to a government Request for Proposals (RFP). Being outside the company, I knew who at the company had previous experience with similar projects, while the employees with whom we were working did not. I also knew the strategic value of this RFP, which was information not easily available to the employees with whom we were working. It seemed as if the company’s structure was designed to thwart us as we tried to develop a proposal.

In the end, it took over two weeks to get the information to the person who would have been interested and authorised to write a proposal, but by then it was too late. We didn’t respond to the RFP because it took too long to get the information up the chain of command. I wonder how many other opportunities have been lost by the company this year?

At some point in the future we will realise that our hierarchical organisational structures are outdated and do not work when you have cheap and easy communications and a relatively free flow of information. That will not happen until businesses experience great pain and, in the Army’s case, not until more soldiers have died.

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For knowledge workers, where you live is not where you work

From NineShift is this interesting statistic:

Corporate offices in New York City grew to 602 last year from 274 in 1990. But while the head office is moving to New York, the average number of jobs in those head offices declined to 78 from 127. All the other employees are staying in cheaper locations. The NineShift lesson for today folks: business relocation in this century does not mean job relocation. Just like the CEO is moving to his/her favorite city today, more knowledge workers will relocate wherever they please. Disconnecting the job from the business location-wise.

Combine this with the other statistics I recently noted, that show how young people first want to choose where they will live, and then decide what kind of work they want to do and for whom. Location is still very important; just for different reasons.

As I develop the business plan for our Commons, I have this strong feeling that if we can make our community an attractive place to live and work then the economic development will follow. This is not a traditional strategy, particularly in the Maritimes, where our politicians are usually chasing larger companies to locate a plant or branch office here. I’m focused on people, not companies.

A key difference in a knowledge economy is that the workers truly own the means of production. Low cost tools, such as computers and other hardware, make the barriers to entry into the knowledge economy relatively low. Low cost hardware has been the prime reason for our recent economic growth, according to Mark Cuban:

It’s not the net, it’s the applications stupid !

Falling costs to create, host and deliver digital bits enable entrepreneurs to be entrepreneurial. Kids can save enough money these days to buy a computer and create applications their friends can use and maybe even buy year round for less than they can buy a decent lawnmower to mow lawns with only in the summer.

Our Commons will comprise a work commons, like the Queen Street Commons, but will also be open to non-profits in the environmental and cultural sectors. These are two areas that are of great interest, and passion, for many educated younger people. They are also the strengths of our community. I think that this combination of entrepreneurial work commons, combined with an active social sector, will help us to attract a critical mass of people. We have additional challenges, compared to larger centres, in growing our knowledge sector in Sackville (pop. ±5,000). My aim is to be a choice living destination for a few dozen more creative people, and I’m sure that we can do that.

The business plan development for the Commons is moving forward, and I hope to be able to post a summary of our business model here shortly. That should be followed with the announcement of a location, but these things always take longer than anticipated.

More inter-disciplinary projects

Dave Weinberger links to this report on what may be an indicator of the future structure of academia:

Ninety-nine “top” Harvard professors are calling for the ceation of a new coordinating committee with the power to hire 75 science faculty for research that doesn’t fit comfortably within a single established discipline, according to an article in the Boston Globe today. The committee would also have the power to allocate funding for inter-disciplinary projects.

This reminds me of The Medici Effect, where the author shows how exponential innovations that can occur when examining one field through the lens of another field.

In the 1960’s we saw the rise of inter-curriculum studies, such as Canadian studies, combining courses from various academic disciplines, but no major changes in the major disciplines. With the Internet and easier connections to colleagues in other fields, or even outside an academic field, will interdisciplinary studies become the dominant mode for higher education? And if so, what happens to the traditional disciplines?

Open source in education for bean counters

A while back I was asked to evaluate some learning management systems and part of the project required a price comparison. Costs over five years, for 5,000 users averaged $370,000 for the proprietary systems.

At the time, there were not a lot of open source services providers (which I had suggested was a good business model). Now that Moodle has over 10,000 installations, including Online Campus with 54,955 users, there are a number of reputable service providers for Moodle hosting, support and consulting, in several countries.

I know that it is possible to get full Moodle hosting and support for ~$5,000 per year for 5,000 users. So what could you do with all of the savings (~$345,000)? How about:

  • Hire an internal technical support person
  • Hire an internal learning support person
  • Pay to develop the one additional function that you need and then give it back to the community under GPL so others can benefit as you have from open source
  • Buy Moodle T-shirts for the accounting department

Anyway, open source learning management systems are not only viable options but can be an order of magnitude cheaper than many proprietary systems. Other systems and resources are listed on OpenSource4Learning.

Informal learning and performance technology

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Is informal learning just another flavour of the month that tries to be all things for all learners? Tony Karrer states that:

I’m becoming convinced that folks in the informal learning realm are quite willing to live with “free range” learning. It’s way too touchy-feely and abstract for me. If this stuff is important, then I want to:

* Know that it will work
* Know why it works
* Know that its repeatable

I don’t see free-range learning as a panacea, but neither do I believe that ISD can address informal learning needs. In the spirit of attempting to clarify the process, as Tony asks, here is one of my perspectives – human performance technology (HPT).

In HPT, one of the main areas of focus is the analysis; to determine what the performance gaps are. I was told by an experienced practitioner in the field that only 15% of organisational performance problems can be addressed by training. This is based on about 50 years of research and on the premise that “Instruction & Training” can only address a lack of skills or knowledge. The other 85% of organisational performance issues need other kinds of what are known as “performance interventions”. These can include, but are not limited to:

  • Career Development
  • Human Development System Design
  • Communication Systems
  • Documentation & Standards
  • Ergonomic Design
  • Feedback System Design
  • Information System Design
  • Management Science
  • Job & Workflow Design
  • Organisational Design & Development
  • Quality Improvement
  • Resource System Design
  • Reward & Recognition System Design
  • Selection System Design
  • Measurement & Certification Programs

As you can see, organisational and individual performance can be influenced by a wide variety of factors. Because we are humans, no one will ever create the perfect performance system.

Where does informal learning fit into all of this? First, if you accept that only 15% of performance issues can be addressed through instruction and training, you accept that there is significantly more to look at in any organisation. A larger piece of the puzzle would be all learning interventions, not just those that address a lack of skills or knowledge.

In HPT, learning interventions can be divided into two groups – instuctional and non-instructional. Instructional interventions can be designed using ISD or other methods of training development. Informal learning, in my mind, is that other, and larger, grouping of non-instructional learning interventions.

Here is a sample list of non-instructional performance interventions:

  1. Electronic Performance Support System (EPSS)
  2. Workplace Design
  3. Knowledge Management (KM)
  4. Just-in-Time Support
  5. Communities of Practice
  6. Multimedia
  7. Internet and Intranets
  8. Corporate Culture changes
  9. Process Re-engineering
  10. Job Aids

I don’t necessarily agree with this grouping, but I thought that I’d show that there are others who use the same terminology. Of particular interest to me is Item 7, because the Internet has changed the balance of power and control in many organisations. With the Internet, and now with cheap and easy ways to connect people (Web 2.0), we have more possibilities for non-instructional performance interventions. Each of these addresses a different performance need, so there is no single methodology for informal learning. Building job aids is quite different from nurturing a community of practice.

As a learning professional, I am comfortable in prescribing and designing training when there is a lack of skills or knowledge. For example, I developed all of the training programs related to the operation of a military helicopter. There was a clear lack of skills and knowledge and we developed training programs to address this. However, there are a lot of learning needs that cannot be addressed through instructional performance interventions. These include:

  • Feeling and acting as a member of a team.
  • Group learning from operational experiences (see post on Storytelling in the Army).
  • Building morale.

Informal learning systems may increase overall performance but these cannot be exactly measured nor quantified. But then, neither can successful business practices or military strategy be exactly defined. Good business and military leaders know that success is a blend of science and art. I see informal learning as a similar endeavour. There are ways of measuring effectiveness – see Estimating the Performance Situation – and evaluation needs to be directly linked to your analysis. For example, morale cannot be quantified, but you know when good morale exists or when it is missing in an organisation.

Currently, we are looking at how certain technologies can be used to foster informal learning. The body of knowledge is not large, but we have adequate evidence that blogs, wikis, online fora, or knowledge-sharing are effective in increasing organisational performance. Again, take the Army Storytelling example and ask why this unstructured, informal learning activity is so important to the soldiers and their unit’s combat effectiveness, even though every soldier is highly trained.

I am certain that a good analysis that involves the learners and brings a knowledge of non-instructional performance interventions can have a significant impact on organisational performance. It took a lot of work and a world war to develop ISD, so I’m sure that we still have a way to go in the informal learning field, if it even can be called a field.

I think that informal learning is a way of categorising a whole range of strategies that we now have available with the advent of cheap web access, powerful personal computers and low cost applications likes blogs, wikis, tags, etc. Informal learning offers a new array of tools for the learning professional’s tool box.

Free-agents and natural enterprises are better value

Note: Some may consider this post as overt self-advertising, as I’ll explain why you should hire me, or my free-agent colleagues, instead of a name-brand consulting firm.

Many free-agents are also natural enterprises, not encumbered by the need for constant growth. I’ve worked as a sub-contractor on bids from large corporations who need my skills for a specific project. It’s usually good work for me, but in many cases I could have put together a team of free agents for a much lower cost and a more effective (in my opinion) project. However, most large corporations and government agencies write their requestes for proposals (RFP) in such a way as to exclude small operators, thinking that they are mitigating their risks.

I have been on both sides of the fence, having written, evaluated and responded to RFP’s, and can say from my experience that free-agents provide good value. I have to agree with the advantages of using a natural enteprise that Dave Pollard lists:

  1. Personal relationship (knowledge, trust, partnership, friendship, even love)
  2. Customization (really have it your way)
  3. Local just-in-time service (responsiveness)
  4. Superior innovation
  5. Low pressure (since supplier is not dependent on growth for survival)
  6. Reciprocality (mutuality, flexible pricing)
  7. No corporatist costs to pass on (huge management salaries, huge margins to achieve 20%+ ROI demanded by shareholders, massive advertising, marketing, transportation and packaging costs)
  8. Resilience (reliability in the face of economic or other crises, due to superior improvisational capacity and focus on effectiveness rather than more vulnerable efficiency)
  9. Quality and durability (no crap from indifferent Chinese factories)
  10. Appeal to altruism (supplier is good to its people, its community, its environment, and good for the local economy)

Take for instance my marketing costs – hosting fees for this website and some of my time, compared to the expensive advertising of large consulting firms (Item 7).

In today’s internetworked world, you are no longer engaging a lone consultant working on his own, but an entire network:

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The value of elevator pitches for free-agents

Dane has a short post on the importance of elevator pitches and how it’s more important to explain what you do instead of what your job title is (e.g. I’m a consultant).

When Andrea and I go to social events she is frequently asked what I do for a living, and her usual response is, “I don’t know; ask Harold”.

Unfortunately, after more than three years of working for myself, I don’t have a short & sweet elevator pitch. I realise that a lot of the work that I do will not fit into an easy to understand statement, such as, “I buy used bicycles, fix them up and sell them on eBay”. So I’m wondering how important it is to have an elevator pitch that is easy to understand and can be delivered in about 20 seconds. Are these people going to be my clients? Would they be able to refer me to someone else after hearing my pitch?

Almost all of my paid work comes from referrals. Sombody knows somebody else and there is some kind of need and they suggest contacting me. I will then follow up with an e-mail or two and probably a phone call to understand the situation. If we think that I can be of help then I will write a short proposal, outlining the work and the estimated cost. That’s about it.

Am I missing out on new clients because I can’t explain what I do in a short elevator pitch? I’d appreciate any suggestions because I’m learning as I go. Is my consulting section on this website clear enough? I don’t really know because no one has commented on it, even though it is one of the most visited pages on this site.

Or maybe I was thinking about the wrong elevator?

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