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IMS Basic Learning Tools
                    Interoperability
                  Free as in Freedom
                                 Charles Severance
                                   Osakai Japan




 Sakai is Seven Years Old!              http://bit.ly/gHPQWT


http://www.slideshare.net/csev/jasakai-ims-tools-interoperability-free-as-in-freedom
Three Meanings of 'Free'

Free as in 'Free Beer'

              Free as in 'Free Puppies'

                                 Free as in 'Freedom'
The City of Sakai
  Sakai was an autonomous city run by
  merchant citizens. In those days it was
said that the richest cities were Sakai and
  Riku. The famous Zen Buddhist priest
Ikkyu chose to live in Sakai because of its
             free atmosphere.

                                              2004
 http://en.wikipedia.org/wiki/Sakai,_Osaka
A Person Named Hiroki Sakai




2004
Sakai Book
              Passion       Failure
   Laughter             Mistakes
              Success
Friendship                    Tears
              Frustration
   Freedom
                            Joy
2003: Before Sakai
•   Blackboard had a dominant market share

•   Prometheus had been acquired and shutdown

•   WebCT was starting to grow,Vista was begin created

•   Moodle was tiny in terms of market share - no top schools

•   Top schools all had their own locally developed LMS code

•   Not much innovation, competition or cooperation - no Karaoke
Back in
 2003
(before
 Sakai)
The Sakaiger's Accomplishments
• Built a world-class open source CLE
• Built a world-class volunteer community
• Produce a model for open source in higher education
• Drove standards for interoperability and portability
• Created an ecosystem across open source and commercial that
  is both competitive and cooperative - and Karaoke
Sakai Means 'Freedom'

• Freedom for software adopters
• Freedom for software developers
• Freedom for commercial activities
• Freedom for Teachers
• Freedom for Students
"The Sakaiger is a happy
dancing creature. It is the logo
   of the hip, cool, karaoke
 singing, silly elements of the
  Sakai Community (that is
   pretty much everyone)."

        www.sakaiger.com
Look into the
    gaze of
   Sakaiger,
 protector of
our freedom
Cambridge
           Oxford
            Yale
          Stanford                  The world's
       Johns Hopkins            greatest universities
          Berkeley
Australia National University   give the Sakaiger its
   University of Virginia        legndary strength,
     Nagoya University              courage, and
  University of Michigan
            Duke                     endurance.
  University of Capetown
        Georgia Tech
     And Many More...
Karen Tsao
  Aaron Zeckowski
                               Jim Eng
      Adrian Fish
                             John Bush
       Alan Berg
                        Lance Speelmon
   Anthony Whyte
    Beth Kirschner
                              Lydia Li          A worldwide
                            Matt Jones      network of volunteer
    Brian Richwine
                           Megan May
    Bryan Holladay
                      Nicola Monat-Jacobs   leaders are the heart,
     Chris Maurer                           mind, eyes and hands
                         Noah Botimer
   David Horowitz
David Roldan Martinez
                          Sam Ottenhof         of the Sakaiger
                         Savitha Prakash
    Duffy Gillman
                          Seth Theriault
   Gonzalo Silverio
                        Steve Swinsberg
Jean-François Lévêque
                       Stephen Marquard
      John Lewis
                           Zhen Qian
            And Many More...
• Brad Wheeler, Indiana - Open
  Source Portfolio, Kuali Financials
                                       Community
• Mara Hancock, Berkeley - Fluid         Source
  Project, OpenCast

• Jutta Treveranus, Ontario
  College of Art and Design -
  Fluid Project
Educause and Sakai
•   In 2004, Educause was anti-open-
    source, viewing Sakai an ineresting
    diversion
                                           Dodds              Wheeler
•   In 2010, the Educause board has four
    members from the Sakai community
    (Brad Wheeler, James L. Hilton,
                                                    Lassner
    Thomas L. Maier, and David Lassner)

•   Ted Dodds is from Kuali                                     Maier
                                           Hilton
August 2006 -
February 2007
Blackboard Patent Pledge
        Blackboard hereby commits not to assert any of
            the U.S. patents listed below, as well as all
         counterparts of these patents issued in other
           countries, against the development, use or
         distribution of [any] Open Source Software or
         Home-Grown Systems to the extent that such
       Open Source Software and Home-Grown Systems
           are not Bundled with proprietary software.
February 2007
Sakai: The Social Network
Dr. Chuck - Up in the Air
Why are we here?
What is our purpose?
Why fly a million miles?
Improving Teaching and Learning
• Students and Teachers literally
  do not care at all if their
  learning software is open source

• They are limited by the
  software that is installed and
  upgraded by their local IT staff

• IT organizations almost always
  fear innovation
Case Study: Amanda Severance

       • Senior in Special Education
       • Technology in the Classroom
         Curse

       • Eleven different accounts
       • Setup required technical support
2:35
Case Study: LMS Plugins



 LEARNING
 TOOL OR
 CONTENT

                  :(
May 2007   Case Study: LMS Committer/Teacher
August 2007
Tools
       Commercial        Interoperability




       Common                                 Publishers
       Cartridge
                                            LMS
           Open Source
                                        Standards
2008
                    www.imsglobal.org
IMS Standards
                           Seamlessly               The information
    Free the                connect                 architecture for
    content                to learning                 learning




IMS Common Cartridge        IMS Learning Tools
                           Interoperability (LTI)
                                                    IMS Learning Information
                                                         Services (LIS)
IMS Learning Tools Interopability
• Started in 2004 as a way for
  Blackboard and Sakai to
  cooperate on a neutral
  ground

• Sakai/Samigo participated in
  the 2005 Alti-I-Lab
  demonstration in Sheffield,
  UK
Early Work on
            Standards

  • IMS Learning Tools Interoperability
  • Lots of convincing and cajoling (and beer)
  • Sakai, Blackboard, Moodle, ...

2009                  http://www.vimeo.com/7825070   1:47
2011
X
Tool Consumer                           Tool Provider




                                                  Tool Proxy Runtime
                          TC
                         User                         Tool Proxy
                                                                                              Tool
                                                        Secret
                                                                            Launch           Secret




                                            TC                         Basic LTI Launch                TP
                                           Admin                                                      Admin
© Copyright 2010 IMS Global Learning Consortium
All Rights Reserved.                                                                                          34
Basic LTI Sample Launch Data
                         lti_version=LTI-1p0
                         lti_message_type=basic-lti-launch-request
                         oauth_consumer_key=lmsng.school.edu
                         resource_link_id=120988f929-274612
                         user_id=292832126
                         roles=Instructor
                         lis_person_name_full=Charles R. Severance
                         lis_person_contact_email_primary = csev@umich.edu
                         context_id=456434513
                         context_title=SI301 – PHP
                         tool_consumer_instance_description=University of School

© Copyright 2010 IMS Global Learning Consortium
All Rights Reserved.                                                               36
Tool Consumer                               Tool Provider
                                                                              Settings


                                                                              Roster

                                                  Tool Proxy Runtime         Outcomes
                          TC
                         User                         Tool Proxy
                                                                                                  Tool
                                                        Secret
                                                                             Launch++            Secret




                                            TC                         Basic LTI Extensions                TP
                                           Admin                                                          Admin
© Copyright 2010 IMS Global Learning Consortium
All Rights Reserved.                                                                                              38
Joseph Berkovitz
                                           <info@noteflight.com>
                                            www.noteflight.com




       Developer Freedom
       Through Standards

4:38          http://videos.noteflight.com/MoodleBasicLTI.mov
Joseph Berkovitz
<info@noteflight.com>
 www.noteflight.com

L
T
I
IMS Common Cartridge
• Meeting at Stanford April 27, 2005 between Sakai and
  6 Publishers

• They wanted to stop paying Blackboard royalties to
  sell cartridges to schools, teachers, and students

• They wanted a Sakai-developed import format
• Instead: IMS Common Cartridge - started July 2005
IMS Common Cartridge
• Angel Learning (2008)
• Desire2Learn v8.4.2 (2009)
• Moodle 1.9 (2010)
• ATutor Import and Export (2010)
• Jenzabar eRacer (2010)
• Blackboard 9.1SP4 - Import and Export (2011)
IMS Learning Information Service

• Sakai has the first open source reference
  implementation of IMS Learning Information
  Services (Sakora from Unicon)
Teacher and Student
  freedom through
   'escape hatches'
2004



                        2008
1995



              2009



       1997          2011
www.coursesites.com
 Backboard 9.1SP4/Cloud
   Free to any teacher
 IMS Common Cartridge
   Import and Export
 IMS Basic Learning Tools
     Interoperability


 appengine.google.com
    Python / Django
    Free to anyone
IMS Basic Learning Tools
    Interoperability
Sakai	
  2.9	
  Portal	
  Roadmap

       Charles	
  Severance
       www.dr-­‐chuck.com
        csev@umich.edu
Sakai	
  Portal	
  2.9	
  Goals
• Default	
  CLE	
  Nav	
  to	
  look	
  like	
  OAE	
  Nav	
  –	
  not	
  a	
  clone	
  –	
  homage	
  
• Course	
  NavigaGon	
  Prefereces	
  will	
  be	
  in	
  Portal
• Integrate	
  parts	
  of	
  Profile2	
  into	
  the	
  portal
• Integrate	
  Lesson	
  Builder	
  into	
  the	
  Portal	
  Breadcrumbs
• New	
  presence/chat	
  (IM/Facebook/OAE	
  style)
Why	
  Now?
• Sakai	
  2.9	
  development	
  cycle	
  is	
  the	
  longest	
  we	
  have	
  ever	
  had	
  
  (Jan-­‐Sep	
  2011)
• Build	
  a	
  look-­‐and-­‐feel	
  bridge	
  to	
  the	
  well-­‐thought-­‐out	
  OAE	
  User	
  
  Interface	
  (and	
  preXy)
• Sakai	
  2.5	
  –	
  2.8	
  were	
  all	
  preXy	
  much	
  bug	
  fixes	
  –	
  that	
  is	
  nearly	
  4	
  
  years	
  of	
  non-­‐progress	
  on	
  UI
• The	
  rest	
  of	
  the	
  market	
  has	
  made	
  major	
  UI	
  revisions
OAE/CLE	
  Long-­‐Term	
  Future


                                                                             CollaboraGon
         Open

                                                         Hybrid
                                                                                      and	
  
         Academic                                                                 Learning
         Environment                                                         Environment



I	
  expect	
  we	
  will	
  likely	
  see	
  all	
  three	
  permutaGons	
  in	
  producGon	
  at	
  scale	
  for	
  years.
SI791




http://www.dr-chuck.com/si791-sak/
SI791	
  Plan
• All	
  students	
  will	
  sign	
  Sakai	
  contribuGon	
  agreements
• Design	
  will	
  be	
  done	
  in	
  the	
  open	
  in	
  the	
  Sakai	
  community
• Students	
  will	
  make	
  regular	
  reports	
  to	
  the	
  community
• Hopefully	
  have	
  majority	
  of	
  design	
  work	
  done	
  and	
  code	
  
  prototyped	
  in	
  trunk	
  by	
  mid-­‐April
Portal	
  Changes
56
57
58
59
Drag to Reorder Tabs


                60
61
62
Home   Sites      Social           ABC         Si502



          Sites




                           LESSON	
  BUILDER	
  GOES	
  HERE
Lesson	
  Builder	
  Tasks
• Evaluate	
  usability
• Rutgers	
  producGon	
  experience	
  will	
  be	
  valuable
• Improve	
  the	
  UX	
  (evoluGonary	
  suggesGons)
• Make	
  it	
  a	
  NEO-­‐portlet	
  so	
  it	
  can	
  use	
  breadcrumbs
• Add	
  Common	
  Cartridge	
  Import	
  and	
  Export
AnGcipated	
  Schedule
• Design	
  and	
  Development	
  feature	
  complete	
  June	
  2011
• Present	
  at	
  the	
  Sakai	
  Conference	
  and	
  get	
  broader	
  community	
  
  input
• Tweaks	
  /	
  performance	
  tesGng	
  /	
  code	
  review	
  Summer	
  2011
• Code	
  freeze	
  2.9	
  September	
  2011
I consider it an honor and
privilege to speak with you at
 JA-Sakai and that you have
 taken this time to listen to
       what I have to say.

         Thank you.

                                 Sakai

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JA-Sakai: IMS Tools Interoperability - Free as in Freedom

  • 1. IMS Basic Learning Tools Interoperability Free as in Freedom Charles Severance Osakai Japan Sakai is Seven Years Old! http://bit.ly/gHPQWT http://www.slideshare.net/csev/jasakai-ims-tools-interoperability-free-as-in-freedom
  • 2. Three Meanings of 'Free' Free as in 'Free Beer' Free as in 'Free Puppies' Free as in 'Freedom'
  • 3. The City of Sakai Sakai was an autonomous city run by merchant citizens. In those days it was said that the richest cities were Sakai and Riku. The famous Zen Buddhist priest Ikkyu chose to live in Sakai because of its free atmosphere. 2004 http://en.wikipedia.org/wiki/Sakai,_Osaka
  • 4. A Person Named Hiroki Sakai 2004
  • 5. Sakai Book Passion Failure Laughter Mistakes Success Friendship Tears Frustration Freedom Joy
  • 6. 2003: Before Sakai • Blackboard had a dominant market share • Prometheus had been acquired and shutdown • WebCT was starting to grow,Vista was begin created • Moodle was tiny in terms of market share - no top schools • Top schools all had their own locally developed LMS code • Not much innovation, competition or cooperation - no Karaoke
  • 8. The Sakaiger's Accomplishments • Built a world-class open source CLE • Built a world-class volunteer community • Produce a model for open source in higher education • Drove standards for interoperability and portability • Created an ecosystem across open source and commercial that is both competitive and cooperative - and Karaoke
  • 9. Sakai Means 'Freedom' • Freedom for software adopters • Freedom for software developers • Freedom for commercial activities • Freedom for Teachers • Freedom for Students
  • 10. "The Sakaiger is a happy dancing creature. It is the logo of the hip, cool, karaoke singing, silly elements of the Sakai Community (that is pretty much everyone)." www.sakaiger.com
  • 11. Look into the gaze of Sakaiger, protector of our freedom
  • 12. Cambridge Oxford Yale Stanford The world's Johns Hopkins greatest universities Berkeley Australia National University give the Sakaiger its University of Virginia legndary strength, Nagoya University courage, and University of Michigan Duke endurance. University of Capetown Georgia Tech And Many More...
  • 13. Karen Tsao Aaron Zeckowski Jim Eng Adrian Fish John Bush Alan Berg Lance Speelmon Anthony Whyte Beth Kirschner Lydia Li A worldwide Matt Jones network of volunteer Brian Richwine Megan May Bryan Holladay Nicola Monat-Jacobs leaders are the heart, Chris Maurer mind, eyes and hands Noah Botimer David Horowitz David Roldan Martinez Sam Ottenhof of the Sakaiger Savitha Prakash Duffy Gillman Seth Theriault Gonzalo Silverio Steve Swinsberg Jean-François Lévêque Stephen Marquard John Lewis Zhen Qian And Many More...
  • 14. • Brad Wheeler, Indiana - Open Source Portfolio, Kuali Financials Community • Mara Hancock, Berkeley - Fluid Source Project, OpenCast • Jutta Treveranus, Ontario College of Art and Design - Fluid Project
  • 15. Educause and Sakai • In 2004, Educause was anti-open- source, viewing Sakai an ineresting diversion Dodds Wheeler • In 2010, the Educause board has four members from the Sakai community (Brad Wheeler, James L. Hilton, Lassner Thomas L. Maier, and David Lassner) • Ted Dodds is from Kuali Maier Hilton
  • 17. Blackboard Patent Pledge Blackboard hereby commits not to assert any of the U.S. patents listed below, as well as all counterparts of these patents issued in other countries, against the development, use or distribution of [any] Open Source Software or Home-Grown Systems to the extent that such Open Source Software and Home-Grown Systems are not Bundled with proprietary software. February 2007
  • 18. Sakai: The Social Network
  • 19. Dr. Chuck - Up in the Air
  • 20. Why are we here? What is our purpose? Why fly a million miles?
  • 21. Improving Teaching and Learning • Students and Teachers literally do not care at all if their learning software is open source • They are limited by the software that is installed and upgraded by their local IT staff • IT organizations almost always fear innovation
  • 22. Case Study: Amanda Severance • Senior in Special Education • Technology in the Classroom Curse • Eleven different accounts • Setup required technical support 2:35
  • 23. Case Study: LMS Plugins LEARNING TOOL OR CONTENT :(
  • 24. May 2007 Case Study: LMS Committer/Teacher
  • 26.
  • 27. Tools Commercial Interoperability Common Publishers Cartridge LMS Open Source Standards 2008 www.imsglobal.org
  • 28. IMS Standards Seamlessly The information Free the connect architecture for content to learning learning IMS Common Cartridge IMS Learning Tools Interoperability (LTI) IMS Learning Information Services (LIS)
  • 29. IMS Learning Tools Interopability • Started in 2004 as a way for Blackboard and Sakai to cooperate on a neutral ground • Sakai/Samigo participated in the 2005 Alti-I-Lab demonstration in Sheffield, UK
  • 30. Early Work on Standards • IMS Learning Tools Interoperability • Lots of convincing and cajoling (and beer) • Sakai, Blackboard, Moodle, ... 2009 http://www.vimeo.com/7825070 1:47
  • 31. 2011
  • 32. X
  • 33.
  • 34. Tool Consumer Tool Provider Tool Proxy Runtime TC User Tool Proxy Tool Secret Launch Secret TC Basic LTI Launch TP Admin Admin © Copyright 2010 IMS Global Learning Consortium All Rights Reserved. 34
  • 35.
  • 36. Basic LTI Sample Launch Data lti_version=LTI-1p0 lti_message_type=basic-lti-launch-request oauth_consumer_key=lmsng.school.edu resource_link_id=120988f929-274612 user_id=292832126 roles=Instructor lis_person_name_full=Charles R. Severance lis_person_contact_email_primary = csev@umich.edu context_id=456434513 context_title=SI301 – PHP tool_consumer_instance_description=University of School © Copyright 2010 IMS Global Learning Consortium All Rights Reserved. 36
  • 37.
  • 38. Tool Consumer Tool Provider Settings Roster Tool Proxy Runtime Outcomes TC User Tool Proxy Tool Secret Launch++ Secret TC Basic LTI Extensions TP Admin Admin © Copyright 2010 IMS Global Learning Consortium All Rights Reserved. 38
  • 39. Joseph Berkovitz <info@noteflight.com> www.noteflight.com Developer Freedom Through Standards 4:38 http://videos.noteflight.com/MoodleBasicLTI.mov
  • 41. IMS Common Cartridge • Meeting at Stanford April 27, 2005 between Sakai and 6 Publishers • They wanted to stop paying Blackboard royalties to sell cartridges to schools, teachers, and students • They wanted a Sakai-developed import format • Instead: IMS Common Cartridge - started July 2005
  • 42. IMS Common Cartridge • Angel Learning (2008) • Desire2Learn v8.4.2 (2009) • Moodle 1.9 (2010) • ATutor Import and Export (2010) • Jenzabar eRacer (2010) • Blackboard 9.1SP4 - Import and Export (2011)
  • 43. IMS Learning Information Service • Sakai has the first open source reference implementation of IMS Learning Information Services (Sakora from Unicon)
  • 44. Teacher and Student freedom through 'escape hatches'
  • 45. 2004 2008 1995 2009 1997 2011
  • 46.
  • 47. www.coursesites.com Backboard 9.1SP4/Cloud Free to any teacher IMS Common Cartridge Import and Export IMS Basic Learning Tools Interoperability appengine.google.com Python / Django Free to anyone IMS Basic Learning Tools Interoperability
  • 48. Sakai  2.9  Portal  Roadmap Charles  Severance www.dr-­‐chuck.com csev@umich.edu
  • 49. Sakai  Portal  2.9  Goals • Default  CLE  Nav  to  look  like  OAE  Nav  –  not  a  clone  –  homage   • Course  NavigaGon  Prefereces  will  be  in  Portal • Integrate  parts  of  Profile2  into  the  portal • Integrate  Lesson  Builder  into  the  Portal  Breadcrumbs • New  presence/chat  (IM/Facebook/OAE  style)
  • 50. Why  Now? • Sakai  2.9  development  cycle  is  the  longest  we  have  ever  had   (Jan-­‐Sep  2011) • Build  a  look-­‐and-­‐feel  bridge  to  the  well-­‐thought-­‐out  OAE  User   Interface  (and  preXy) • Sakai  2.5  –  2.8  were  all  preXy  much  bug  fixes  –  that  is  nearly  4   years  of  non-­‐progress  on  UI • The  rest  of  the  market  has  made  major  UI  revisions
  • 51. OAE/CLE  Long-­‐Term  Future CollaboraGon Open Hybrid and   Academic Learning Environment Environment I  expect  we  will  likely  see  all  three  permutaGons  in  producGon  at  scale  for  years.
  • 53. SI791  Plan • All  students  will  sign  Sakai  contribuGon  agreements • Design  will  be  done  in  the  open  in  the  Sakai  community • Students  will  make  regular  reports  to  the  community • Hopefully  have  majority  of  design  work  done  and  code   prototyped  in  trunk  by  mid-­‐April
  • 55.
  • 56. 56
  • 57. 57
  • 58. 58
  • 59. 59
  • 60. Drag to Reorder Tabs 60
  • 61. 61
  • 62. 62
  • 63. Home Sites Social ABC Si502 Sites LESSON  BUILDER  GOES  HERE
  • 64. Lesson  Builder  Tasks • Evaluate  usability • Rutgers  producGon  experience  will  be  valuable • Improve  the  UX  (evoluGonary  suggesGons) • Make  it  a  NEO-­‐portlet  so  it  can  use  breadcrumbs • Add  Common  Cartridge  Import  and  Export
  • 65. AnGcipated  Schedule • Design  and  Development  feature  complete  June  2011 • Present  at  the  Sakai  Conference  and  get  broader  community   input • Tweaks  /  performance  tesGng  /  code  review  Summer  2011 • Code  freeze  2.9  September  2011
  • 66. I consider it an honor and privilege to speak with you at JA-Sakai and that you have taken this time to listen to what I have to say. Thank you. Sakai