phillip long mit
DESCRIPTION
The Story of “O” (as in Open Source). Phillip Long MIT. Thursday, May 13th, 2004. [email protected]. How many open source developers does it take to change a light bulb?. 17 to agree about the license 17 to argue about the brain deadedness of the light bulb architecture - PowerPoint PPT PresentationTRANSCRIPT
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How many open source developers does it take to change
a light bulb?
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• 17 to agree about the license• 17 to argue about the brain deadedness of the
light bulb architecture• 17 to argue about a new model that encompasses
all models of illumination & makes it simple to candles, campfires, pilot lights and skylights with the same easy to extend mechanism
• 17 to speculate about the secretive industrial conspiracy that insures that light bulbs will burn out frequently
• 1 to finally change the light and 16 who decide that this solution is good enough for the time being
• Peter Wayner, “Free for all; how linux and the free software movement undercut the high-tech titatns”,
NY, Harper-Collins, 2000
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The e-decade
The o-decade
e-publishinge-commercee-business
e-Bay
open sourceopen systemsopen standardsopen accessopen archivesopen tools
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Meme -
"ideas should freely spread from one to
another over the globe”Thomas Jefferson
Liberation Technology1
1John Unsworth - Chronicle of Higher Education, Jan. 30, 2004
Dean of the Graduate School of Library and Information Science at the University of Illinois at Urbana-Champaign.
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Liberation technology is not
anti-business
Commerce across a continuum of non-
exclusive commercial rights
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The Cast
Open Content
Open Standards
Open Systems
Open Tools
Open Access
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Open Content
“OpenCourseWare looks counter-intuitive in a market-driven world. It goes against the grain of current material values. But it really is consistent with what I believe is the best about MIT. It is innovative. It expresses our belief in the way education can be advanced – by constantly widening access to information and by inspiring others to participate.”
– Charles M. Vest,President of MIT
Sept. 2001
http://ocw.mit.edu/
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•Furthers MIT’s fundamental mission •Embraces faculty values•Teaching
• Sharing best practices with the greater community
• Contributing to their discipline•Counters the privatization of knowledge and champions the movement toward greater openness
Why Is MIT Doing This?
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50 500 900 1250 1550 1800 1800
• Design pub process• Implement technology
strategy• Develop IP strategy• Implement dept.
liaison program
• Develop evaluationstrategy
• Conduct baselineevaluation
• Partner with Universia(translation affiliate)
• Inventory content and improve quality• Enhance site features and functions• Add video materials• Plot new content capture tactics
• Implement reporting strategy• Conduct annual evaluations and focused studies
• Facilitate other opencoursewares• Partner with translation/distribution affiliates• Build awareness• Foster learning communities
2002 2003 2004 2005 2006 2007 2008
Phase IPilot
Phase IIExpansion
Phase IIISteady State
Courses
Publication
Evaluation
Outreach
701 Courses
Each year:• Add new courses: ~100• Revise existing: ~ 275• Archive old: ~
100
• Conduct annual evaluations and studies
• Collaborate with consortium members
Where We Are
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Publishing 700 Courses
•Site Highlights
•Syllabus
•Course Calendar
•Lecture Notes
•Assignments
•Exams
•Problem/Solution Sets
•Labs and Projects
•Simulations
•Tools and Tutorials
•Video Lectures
Open Content
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Since
10/1/03*Decembe
rJanuary February March
Page Views20,604,42
72,680,79
43,311,61
12,884,06
13,025,41
2
Average Daily Visits
*11,103 9,276 11,624 11,174 10,891
Average Monthly Visits
*301,719 287,546 360,360 324,058 337,620
First-Time Visits
*174,407 172,536 196,710 174,961 187,348
Monthly Repeat Visits
*127,312 115,010 163,650 149,097 150,272
* Figures in italics are averages
Access Data
Site Traffic Overview
Open Content
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Traffic Volume by Geography
Country Hits
11 Brazil 340,281
12 France 334,190
13 Spain 318,292
14 Indonesia 251,495
15 Australia 240,689
16 Turkey 239,972
17 Colombia 196,504
18 Singapore 185,495
19 Mexico 165,221
20 Greece 164,496
Country Hits
1 India 954,167
2 Canada 859,782
3 China 822,206
4 U.K. 672,339
5 South Korea 448,975
6 Japan 421,334
7 Germany 402,965
8 Vietnam 401,498
9 Taiwan 392,701
10 Italy 366,484
March 2004
Open Content
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Access Data
• Self-learners are 52% of visitors– Average of over 6000 daily visits– Most likely from North America (60% of North
American visitors)• Students are 31% of visitors
– 3600 daily visits• Educators are 13% of the visitors
– 1550 visits per day– 55% of educators teach at 4-year colleges or the
equivalent– Almost 49% have less than 5 years teaching
experience• Almost 70% of users have a bachelors degree or
higher
Open Content
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• Other OCWs are beginning to appear
• Some using MIT materials, some using the format, some using the idea
Emerging“opencoursewares”
Open Content
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• Provide free, searchable, coherent access to all MIT course materials for educators, students, and individual learners around the world
• Create an efficient, standards-based model that other educational institutions may use to publish their own course materials
Dual Mission: Open Content
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Open Standards
Interoperability
Portability
Coordinated effort
end
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Dimensions of Interoperability
Service Definitions
Data Definitions
Technology Choices
UI/Application Frameworks
Open Standards
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Goals of Interoperability
Data Exchange/SynchronizationEnterprise IntegrationApplication PortabilityTool/UI IntegrationLanguage IntegrationInter-Enterprise Resource SharingEtc…
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"an open and extensible architecture that specifies how the components of an educational software environmentcommunicate with each other and with other enterprise systems."
Open Knowledge Initiative
Open Standards
http://sourceforge.net/projects/okiproject
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O.K.I. is: • Service based architecture specifications
• Open Service Interface Definitions (OSIDs)
• Open source implementations
• Open source exemplar applications
• Educational Development Community
• Funded by Andrew W. Mellon Foundation, CMI, MIT
Open Standards
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O.K.I. Solution
• Focus on Service Based architecture specifications (data/metadata specifications are “doing fine”)
• Identify software infrastructure services critical to eLearning applications
• Define interfaces to them. Don’t define how to implement them!
• Open Service Interface Definitions (OSIDs)
Open Standards
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OSIDs…• Provide Architectural Model for software
interoperability• Allow for easy mobility of application tools among
enterprise infrastructures• Provide software developers with common, yet flexible,
specifications for collaboration• Define boundaries between “user facing” applications
and critical services (“MiddleWare”)• Help to “Future Proof” against changing technologies• Enable “marketplace” of software components• Are about Architecture, NOT Technology
Open Standards
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Enterprise Applications
Monolithic Factored
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Service Based Architecture
public class Factory implements org.okip.service.Example.api.Factory { private static final blah blah bhal
private static final yada yada yada } …
ExampleOSID
…org.okip.service.shared.api.Thing things = myFactory.getSomething();
if (null != thingss) { for (int i = 0; things.length != i; i++) { out.println(things[i]); System.err.println(types[i]); } } …
Application
Implementation
Infrastructure
Servicee.g.
authentication
Open Standards
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Boundaries
Open Standards
Opportunity: the OKI license
encourages derivative works
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Code what counts
Borrow or buy the rest
Who will provide the services?
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Open SystemsHiroyuki Sakai
Iron Chef French – Fusion Cuisine
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Sakai Project Core Universities: UMich, IU,
Stanford, MIT• Commitments
– 5+ developers/architects, etc. under project leadership – no local responsibility for 2 years
– Public commitment to implement Sakai– Open/Open licensing
• Project– $4.4M in institutional staff (27 FTE)– $2.4M Mellon Foundation– Additional investment through partners
(SEPP)
Open Systems
http://www.sakaiproject.org
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Sakai Project Deliverables
1. Tool Portability Profile Specifications for writing portable software
2. Pooled intellectual property…best of JSR-168 portal
Course management system Quizzing and assessment tools, etc
Research collaboration system
Workflow engine
…modular & pre-integrated
3. Synchronized adoptions at Michigan, Indiana, MIT, Stanford with open-open licensing
Open Systems
Tool Portability Profile
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Michigan• CHEF Framework• CourseTools• WorkTools
Indiana• Navigo Assessment• Eden Workflow• OneStart• Oncourse
MIT• Stellar
Stanford• CourseWork• Assessment
OKI• OSIDs
uPortal
SAKAI 2.0 Release• Tool Portability Profile• Framework• Services-based Portal
SAKAI Tools• Complete CMS• Assessment• Workflow• Research Tools• Authoring Tools
Primary SAKAI ActivityRefining SAKAI Framework,
Tuning and conforming additional toolsIntensive community building/training
Activity: Ongoing implementation work at local institution…
Jan 04 July 04 May 05 Dec 05
Activity: Maintenance &
Transition from aproject to
a communitySAKAI 1.0 Release• Tool Portability Profile• Framework• Services-based Portal• Refined OSIDs & implementations
SAKAI Tools• Complete CMS• Assessment
Primary SAKAI ActivityArchitecting for JSR-168 Portlets,
Refactoring “best of” features for toolsConforming tools to Tool Portability Profile
"Best of"
Sakai Core ProjectOpen Systems
Refactoring
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Service Abstractions for Interoperability
Open Systems
App. 1
Applications
App. 2
Application Client Servers
Network Service A1
Network Service B
Network Service A2
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Service Abstractions for Interoperability
Open Systems
App. 1
OSIDApplications
App. 2
Application Client Servers
Network Service A1
Network Service B
Network Service A2
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Service Abstractions for Interoperability
Open Systems
App. 1
Imp. A – Protocol Connector (plus Local Business
Logic)
Imp. B – Protocol Connector
OSID ImplementationsApplications
App. 2
Application Client Servers
Protocol A
Protocol B
Network Service A1
Network Service B
Network Service A2
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Service Abstractions for Interoperability
Open Systems
App. 1
Imp. A – Protocol Connector (plus Local Business
Logic)
Imp. B – Protocol Connector
OSID
Imp. C - Local Connector
Local Service C
ImplementationsApplications
App. 2
Application Client Servers
Protocol A
Protocol B
Network Service A1
Network Service B
Network Service A2
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Service Abstractions for Interoperability
Open Systems
App. 1
Imp. A – Protocol Connector (plus Local Business
Logic)
Imp. B – Protocol Connector
OSID
Imp. C - Local Connector
Local Service C
ImplementationsApplications
App. 2
Application Client Servers
Protocol A
Protocol B
Network Service A1
Network Service B
Network Service A2
Data
Data
Data
Data
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Sakai Architecture
App. 1
OSIDs
App. 2
App. 3
App. 4
JSR
169 Enabled P
ortal
JSR 168Portlet API
Open Systems
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Sakai Educational Partners Program
• Facilitate adoption and development of tools for inter-institutional portability
• What’s a SEP get?– Strategic briefings– Project Roadmap input– Early Access
• Tool Portability Profile (TPP)
• Software/Tools• Developer training
– Community• Technical liaison • Implementation support
Open Systems
http://www.sakaiproject.org/partners.html
• SEP Costs
• Large institutions:– $30K ($10k/year for 3
years)
• Small institutions (<3000 students)– $15k ($5k/year for 3 years)
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http://www.sakaiproject.org/conference/agenda.html
Open SystemsSEPP 1st Conference
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http://www.cetis.ac.uk/content2/20040503155445 Open Systems
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JISC Technical Framework
Sakai Technical Framework
Open Systems
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LionShare
• Emerging from Napster + Kazaa + Gnutella
….. peer-to-peer with authentication
Open Systems
http://lionshare.its.psu.edu/main
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Segue & Harmoni - Middlebury College
• Segue - PHP based CMS– http://sourceforge.net/projects/segue/
– http://segue.middlebury.edu/index.php?&action=site&site=mit-test
• Harmoni - next gen Segue– http://harmoni.sourceforge.net/
Open Systems
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Harmoni Architecture
http://sourceforge.net/projects/harmoni
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Harmoni Basics
• Development Status: 1 - Planning, 2 - Pre-Alpha, 4 - Beta
• Environment: Web Environment• Intended Audience: Developers, Education,
System Administrators• License: GNU General Public License (GPL)• Natural Language: English• Operating System: MacOS X, Windows, POSIX• Programming Language: Java, Perl, PHP• Topic: Front-Ends, CGI Tools/Libraries, Site
Management, Security, Software Development
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• Tufts Visual Understanding Environment (VUE)
Open Tools
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Many Repositories…
IDC
I
BM
RemoteIDC
Institutional
Local
iMac
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Many Repository Related Protocols…
IDC
I
BM
IDC
SOAPSRW
HTML
Z39.50
File System
DRI
Remote
Local
Institutional
iMac
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Many Data Specs/Standards…
IDC
I
BM
IDC
SOAPSRW
HTML
Z39.50
DRI
Remote
Institutional
MarkDC
LOM
SCORM
METS
IMS CP
Local
iMac
File System
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Federated Search
Open Tools
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Gradebook
Open Tools
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Sakai GradeBookOpen Tools
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Open Tools
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Open Tools
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Open Tools
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Open Tools
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Reload
Chandler
Connexions
TWicki
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Open Access - DSpacehttp://www.dspace.org
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Fedora
• Cornell/Univ.of Virgina open source digital repository project
• Repository exposed via web service APIs & OKI OSIDs
• Associate services with objects
• Provides version control
http://www.fedora.info
Open Access
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Open Architecture
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Ed Tech Architecture Should…• Make it easy for software developers to utilize
enterprise infrastructure, otherwise they won’t.• Make it possible for institutions to share and
collaborate on educational software• Provide ability for integration requirement to
be more clearly specified in RFPs• Mitigate technology change• Support both Web and Client based
applications• Driven by sustainability concerns NOT
research (Pioneers not Trailblazers)
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Continuum of Open • A growing ecology where open
standards builds markets – Allowing open, community or proprietary
source to add value– Business opportunities are expanding,
shifting to the services not just the products
• Be sanguine about what open standards means to you– The point is to get
• interoperability, • portability, and • persistence
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Commerce across a continuum of non-exclusive commercial rights
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Where are these ideas tested?
Alt-i-lab 2004, in the Bay Area, July
Watch IMS website http://www.imsproject.org
@ MIT last year
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What does higher ed care about?
• Choice• Flexibility• Sustainability• Scholarship as a methodology
– The largest open source project has the Human Genome Project
• Enabling investments - getting the web and the desktop to work together
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Are new ideas good ideas?
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Not always…
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Open Content
Open Standards
Open Systems
Open Tools
Open Access
Reflect the application of
scholarship to the problem of learning
systems - that’s what higher ed
does well
If higher ed innovates… where’s the opportunity?
It’s hard for individual institutions to support, maintain, or incrementally advance products and services well; (consortia?)
HE needs interoperable content;
HE needs partners not vendors
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Some Open Source Links• MIT OpenCourseWare http://ocw.mit.edu • CETIS http://www.cetis.ac.uk/ • Creative Commons http://creativecommons.org • eduplone (Plone is an enterprise CMS based on Zope/CMF)
http://sourceforge.net/projects/eduplone/ and http://eduplone.net/ • IMS Global Learning Consortium http://imsglobal.org• Open Knowledge Initiative http://sourceforge.net/projects/oki • Opensource CMS http://www.opensourcecms.com/ • The Sakai Project http://www.sakaiproject.org • Segue - Middlebury College - http://• uPortal http://www.uportal.org • DSpace Federation http://www.dspace.org • The Fedora Project http://www.fedora.info • Connexions http://cnx.rice.edu • LionShare http://lionshare.its.psu.edu/main