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The 
IMS 
Specifica7ons 
for 
Learning 
Content: 
Common 
Cartridge, 
LTI, 
QTI/APIP, 
Caliper 
and 
EDUPUB 
Colin 
Smythe 
(IMS 
Chief 
Architect) 
csmythe@imsglobal.org 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
1
Talk 
Objec7ves 
• To 
introduce 
the 
following 
IMS 
Standards 
and 
ac7vi7es: 
– IMS 
Learning 
Tools 
Interoperability® 
(LTI®) 
– IMS 
Common 
Cartridge™ 
(CC) 
– IMS 
Ques7on 
& 
Test 
Interoperability® 
(QTI®) 
– IMS 
Accessible 
Portable 
Item 
Protocol™ 
(APIP) 
– IMS 
Caliper 
Learning 
Analy7cs 
– EDUPUB 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
2
Timetable 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
3 
Time 
Topic 
14:00-­‐14:30 
Plug 
& 
Play 
Educa7onal 
Apps 
and 
Content: 
Common 
Cartridge 
and 
Learning 
Tools 
Interoperability 
14:30-­‐15:00 
Interoperable 
Assessment: 
QTI, 
APIP 
and 
EDUPUB 
QTI 
15:00-­‐15:30 
Break 
15:30-­‐16:00 
Making 
Educa7on 
Data 
Easy: 
Caliper 
Analy7cs 
16:00-­‐16:30 
IMS 
Standards 
in 
Ac7on: 
EDUPUB 
Demonstra7on 
& 
Development 
Community
Biography 
• Joined 
IMS 
in 
May 
1999 
• Responsible 
for 
the 
development 
of 
many 
IMS 
specifica7ons 
inc. 
Ques7on 
& 
Test 
Interoperability 
(QTI), 
Content 
Packaging, 
Accessible 
Portable 
Item 
Protocol 
(APIP), 
Learning 
Informa7on 
Services 
(LIS), 
etc. 
• Currently 
IMS 
Chief 
Architect 
and 
responsible 
for: 
– How 
the 
specifica7ons 
fit 
together 
– Overseeing 
the 
technical 
details 
of 
the 
specifica7ons 
– Suppor7ng 
adop7on 
of 
the 
specifica7ons 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
4
Ques7ons 
& 
Comments 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
5
• Plug 
& 
Play 
Educa7onal 
Apps 
and 
Content: 
Common 
Cartridge 
and 
Learning 
Tools 
Interoperability 
• Interoperable 
Assessment: 
QTI, 
APIP 
and 
EDUPUB 
QTI 
• Making 
Educa7on 
Data 
Easy: 
Caliper 
Analy7cs 
• IMS 
Standards 
in 
Ac7on: 
EDUPUB 
Demonstra7on 
& 
Development 
Community 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
6
What is Common Cartridge? 
• Common 
Cartridge 
(CC) 
is 
a 
specifica7on 
for 
packaging 
and 
exchanging 
learning 
and 
assessment 
content 
• The 
CC 
package 
dis7lls 
the 
latest 
and 
best 
community 
prac7ces 
for 
sharing 
digital 
content 
among 
authoring 
tools 
and 
learning 
plaborms 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
7
The 
Problem 
for 
CC 
to 
Solve 
Because 
learning 
plaborms 
and 
authoring 
tools 
are 
all 
different, 
there 
is 
a 
need 
for 
a 
standard 
interoperable 
format. 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
8
What 
CC 
Does 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
9
A 
Common 
Cartridge 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Common Cartridge 
imsmanifest.xml 
Cartridge meta-data 
Organization 
Resources 
resource meta-data 
Web Content Folder 
Resource 1 
Resource n 
Resource Folder 1 
Resource a 
Resource n’ 
Resource Folder n 
Resource x 
Resource n’’ 
Object bank 
LTI Resource type for 
integration with web 
applications and eBooks. 
Extended roles meta-data 
vocabulary 
{Instructor, Learner, 
Mentor} 
Multilingual support using 
alternative resources for 
web content and 
assessments 
Learning objectives 
assigned to resources using 
curriculum standards 
Assessment resources 
now include instructions 
to guide the learner in 
completing the 
assessment 
Human readable lesson 
plans provided to guide the 
instructor in using the 
cartridge content 
10
Supported 
Content 
Formats 
• IMS-­‐derived 
– QTI 
Assessments 
& 
Object 
Banks 
– Web 
Links/URLs 
– LTI 
Links 
– Discussion 
Topics 
– Interac7ve 
White 
Board 
(IWB) 
– Accessible 
Portable 
Item 
Protocol 
(APIP) 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
11 
• Other 
– Web 
Content 
(HTML) 
– Web 
Content 
(non-­‐HTML) 
– EPUB3 
– Extension
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Thin 
CC 
• Requirements 
are: 
– Acts 
as 
a 
TOC 
for 
externally 
hosted 
content 
– Support 
K-­‐12 
specific 
metadata 
– Allow 
conformance 
against 
Thin 
CC 
features 
only 
• Constraints 
are: 
– A 
CCv1.3 
system 
should 
be 
able 
to 
import/export 
Thin 
CC 
without 
change 
• Only 
Permijed 
Content 
– Web 
Links/URLs 
– LTI 
Links 
12
IMS 
Validator 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
13
CC 
Conformance 
Program 
• Membership 
in 
the 
Common 
Cartridge 
Alliance 
is 
the 
only 
way 
to 
achieve 
official 
conformance 
to 
the 
CC. 
• Digital 
content 
or 
learning 
plaborms 
must 
exhibit 
the 
marks 
shown 
here, 
signifying 
achievement 
of 
the 
official 
conformance 
process, 
to 
be 
compliant 
with 
IMS 
Common 
Cartridge. 
• Products 
without 
this 
mark 
are 
not 
considered 
to 
be 
compliant 
by 
IMS 
Global. 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
14 
hjp://www.imsglobal.org/developers/alliance/conformance.cfm
CC 
Adop7on 
• A 
wide 
range 
of 
systems 
suppor7ng 
CC 
impor7ng 
(read), 
expor7ng 
(write) 
and 
rendering 
(play) 
– hjp://www.imsglobal.org/cc/statuschart.cfm 
• ‘Thin 
CC’ 
conformance 
soon 
• CCv1.4 
under 
development 
by 
APMG 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
15
Learning 
Tools 
Interoperability 
• To 
enable 
Remote 
Tools 
and 
Content 
to 
be 
easily 
integrated 
into, 
and 
accessed 
from, 
an 
LMS 
(not 
limited 
to 
LMSs) 
• Several 
versions 
now 
available 
to 
support 
evolving 
requirements 
• Key 
concepts 
are 
the: 
– Tool 
Provider 
(TP) 
and 
Tool 
Consumer 
(TC) 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
16
Tool 
Proxy 
Run7me 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
17 
Seongs 
Roster 
Outcomes 
Launch++ 
Tool 
Consumer 
Tool 
Provider 
TC 
Admin 
TP 
Admin 
Tool 
Secret 
Tool 
Proxy 
Secret 
TC 
User 
IMS Learning Tools 
Interoperability (LTI) 
Profile 
Tool 
Profile
LTI 
& 
Common 
Cartridge 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
18 
L 
M 
Premium 
S 
Learning 
Content 
Common Cartridge 
L 
M 
S 
When 
LTI 
is 
combined 
with 
the 
IMS 
CC 
publishers 
can 
distribute 
cartridges 
containing 
ac7ve, 
authen7cated 
links 
back 
to 
centrally 
hosted 
content.
LTI 
1.0/1.1 
Messaging 
Admin 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Tool Provider 
Tool Consumer 
1. 
URL, 
key, 
secret 
2. 
Configure 
3. 
Click 
link 
System 
Administrator 
Teacher 
or 
Student 
Outcomes 
service 
(read, 
update, 
delete) 
19 
Out-­‐of-­‐band 
connec7on 
Browser 
connec7on 
Server-­‐to-­‐server 
connec7on
LTI 
1.2 
Messaging 
Admin 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Tool Provider 
Tool Consumer 
1. 
URL, 
key, 
secret 
2. 
Configure 
3. 
Click 
link 
System 
Administrator 
Teacher 
or 
Student 
Outcomes 
service 
(read, 
update, 
delete) 
20 
Out-­‐of-­‐band 
connec7on 
Browser 
connec7on 
Server-­‐to-­‐server 
connec7on
Learning 
Tools 
Interoperability 
v2.0 
• LTIv2.0 
is 
LTIv1.0 
on 
steriods! 
– Now 
a 
plaborm 
for 
suppor7ng 
the 
en7re 
lifecycle 
of 
a 
tool 
with: 
• Service 
discovery 
• An 
extensible 
service 
framework 
(core+custom) 
– Uses 
REST/JSON-­‐LD 
as 
the 
binding 
form 
• An 
excellent 
tutorial 
is 
available 
at 
– hjp://developers.imsglobal.org/tutorials.html#l72 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
21
LTI 
v2.0 
Messaging 
Admin 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Tool Provider 
Tool Consumer 
1. 
Tool 
registra7on 
4. 
Enable 
tool(s) 
6. 
Click 
link 
System 
Administrator 
Teacher 
or 
Student 
Tool 
22 
Out-­‐of-­‐band 
connec7on 
Browser 
connec7on 
Server-­‐to-­‐server 
connec7on
Comparison 
of 
LTI 
Versions 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
23 
Feature 
LTI 
1.0 
LTI 
1.1 
LTI 
1.2 
LTI 
2.0 
Comment 
Basic 
Launch 
X 
X 
X 
X 
LTI2 
reduces 
op7onal 
data 
requirements 
Simple 
Outcomes 
X 
X 
X 
Return 
single 
numeric 
value. 
TC 
Profile 
X 
X 
Metadata 
for 
the 
TC’s 
available 
services. 
Tool 
Proxy 
X 
Metadata 
for 
the 
TC/TP 
interface 
contract. 
Creden7al 
Mangmt 
X 
Automa7c 
secure 
exchange 
of 
key/secret. 
Registra7on 
Flow 
X 
TC 
ini7ated 
new 
tool 
provisioning. 
Model-­‐Driven 
Doc 
X 
X 
Tool 
generated 
docs 
from 
UML. 
REST 
Services 
X 
X 
LTIv1.2 
limits 
REST 
to 
TC 
only.
LTI 
Conformance 
Tes7ng 
• The 
LTI 
Conformance 
Test 
System 
– hjp://www.imsglobal.org/developers/alliance/LTI/cert/ 
index.php 
• Separate 
tes7ng 
for 
the 
Tool 
Provider 
and 
Tool 
Consumer 
• Follow 
the 
associated 
test 
script 
to 
drive 
the 
predefined 
set 
of 
tests 
• See 
the 
Screencasts 
that 
describe 
how 
to 
use 
the 
LTI 
Conformance 
Test 
Systems 
– hjp://www.imsglobal.org/developers/alliance/LTI/cert/ 
demo/ 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
24
LTI 
Adop7on 
• Extensive 
range 
of 
LTI 
cer7fied 
tools 
now 
available 
– hjp://developers.imsglobal.org/catalog.html 
• Working 
with 
the 
community 
to 
move 
towards 
LTIv2.0 
adop7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
25
• Plug 
& 
Play 
Educa7onal 
Apps 
and 
Content: 
Common 
Cartridge 
and 
Learning 
Tools 
Interoperability 
• Interoperable 
Assessment: 
QTI, 
APIP 
and 
EDUPUB 
QTI 
• Making 
Educa7on 
Data 
Easy: 
Caliper 
Analy7cs 
• IMS 
Standards 
in 
Ac7on: 
EDUPUB 
Demonstra7on 
& 
Development 
Community 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
26
The 
QTI 
Specifica7on 
• It 
is 
a 
specifica7on 
to 
support 
the 
exchange 
of 
Ques7ons 
(Items) 
and 
Tests 
(Assessments) 
and 
to 
Report 
the 
associated 
outcomes. 
The 
objec7ves 
are 
to: 
– Be 
pedagogy 
independent 
– Support 
common 
& 
esoteric 
ques7on 
types 
– Cover 
the 
func7onally 
‘low-­‐lying 
fruit’ 
– Enable 
rich 
feature 
support 
in 
the 
future 
– Support 
accessible 
content 
needs 
– Support 
summa7ve 
and 
forma7ve 
tes7ng 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
27
Historic 
Perspec7ve 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
28 
Version 
Date 
Descrip>on 
QTIv1.0 
June 
2000 
Original 
QTI 
release 
based 
upon 
basic 
research 
by 
ETS 
and 
the 
Four 
Process 
Cycle. 
QTIv1.1 
Mar 
2001 
Inclusion 
of 
new 
‘flow’ 
structure 
to 
support 
block-­‐based 
content. 
Release 
of 
QTI-­‐Lite. 
QTIv1.2 
Feb 
2002 
Addi7on 
of 
Results 
Repor7ng, 
Selec7on 
& 
Ordering 
of 
Sec7ons, 
Outcomes 
Processing 
for 
Tests. 
QTIv1.2.1 
Mar 
2003 
Set 
of 
correc7ons 
to 
the 
QTIv1.2 
release. 
QTIv2.0 
Jan 
2005 
New 
QTI 
Item 
model. 
Based 
upon 
XHTML. 
Reworking 
of 
ques7on 
structures 
using 
new 
set 
of 
Interac7ons. 
QTIv2.1 
Jan 
2013 
Full 
QTI 
reworking 
to 
include 
Tests 
and 
Sec7on. 
New 
support 
for 
QTI 
Metadata, 
Results 
Repor7ng 
and 
Usage 
Data 
Sta7s7cs.
The 
Four 
Cycle 
Process 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
29 
Summary 
Feedback 
Assessment/sec>on 
Processing 
Presenta>on 
Process 
Item 
Response 
Processing 
Ac>vity 
Selec>on 
Process 
Item 
Level 
Feedback 
Task/Evidence 
Composite 
Library 
Administrator 
Examinee
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
30 
Assessment, 
Sec7ons 
& 
Items 
• Assessment 
– The 
Test, 
Quiz, 
etc. 
• Testpart 
– Subtests 
• Sec7on 
– Groups 
of 
Sec7ons/Items 
• Item 
– The 
ques7on
A 
Deconstructed 
MC 
Ques7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
31 
• Extensive 
range 
of 
Interac7on 
types 
• Response 
Processing 
• Various 
levels 
of 
Feedback 
• Response 
Processing 
Templates 
• Outcomes 
Processing 
• Hints 
plus 
scoring 
implica7ons 
• Template-­‐based 
Item 
construc7on 
• Alterna7ve 
accessibility 
content 
• Item-­‐level 
rubric
The 
set 
of 
Interac7ons 
• associateInterac7on 
• choiceInterac7on 
• customInterac7on 
• drawingInterac7on 
• endAjemptInterac7on 
• extendedTextInterac7on 
• gapMatchInterac7on 
• graphicAssociateInterac7on 
• graphicGapMatchInterac7on 
• graphicOrderInterac7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
32 
• hotspotInterac7on 
• hojextInterac7on 
• inlineChoiceInterac7on 
• matchInterac7on 
• orderInterac7on 
• posi7onObjectInterac7on 
• selec7onPointInterac7on 
• sliderInterac7on 
• textEntryIntera7on 
• uploadInterac7on
Packaging 
the 
QTI 
-­‐ 
I 
* 
* 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
33 
IMS 
Content 
Package 
AssessmentItem 
AssessmentSec7on 
AssessmentTest 
imsmanifest.xml 
Folders 
Folders 
Folders 
Assets 
• Audio 
• Video 
• Images 
• Tools 
• etc.
Accessible 
Portable 
Item 
Protocol 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
(APIP) 
• To 
enable 
the 
exchange 
of 
accessibility-­‐enabled 
Tests 
& 
Ques7ons 
using 
a 
common 
format 
• To 
include 
support 
for 
a 
wide 
range 
of 
physical 
and 
cogni7ve 
accessibility 
needs 
• Combines 
IMS 
QTI 
with 
the 
IMS 
Access 
for 
All 
Personal 
Needs 
& 
Preferences 
(AFA 
PNP) 
v2.0 
specifica7ons 
plus:-­‐ 
– Extensive 
profiling 
– Addi7on 
of 
new 
specifica7ons 
• APIPv1.0 
released 
in 
May 
2012 
– hjp://www.imsglobal.org/apip/index.html 
34
QTI/APIP 
APMG 
& 
Conformance 
• QTI/APIP 
APMG 
responsible 
for 
the 
specifica7ons 
and 
conformance 
• Conformance 
against: 
– Profile 
e.g. 
APIP 
(more 
to 
be 
added) 
– Baseline 
Specifica7on 
• Conformance 
of: 
– QTI 
Packages 
– Authoring 
Systems, 
Delivery 
Systems, 
Item/Test 
Banks 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
35
QTI/APIP 
Adop7on 
• Several 
authoring 
systems 
have 
been 
cer7fied 
• Race-­‐to-­‐the-­‐Top 
Assessment 
– An 
ini7a7ve 
in 
the 
USA 
to 
encourage 
K-­‐12 
in 
the 
States/Districts 
to 
adopt 
standards-­‐based 
online 
assessment 
($400millions) 
– Adop7ng 
the 
IMS 
QTI/APIP 
Standard 
for 
accessible 
assessment 
interoperability 
• Netherlands 
Department 
of 
Educa7on 
– Deploying 
a 
country-­‐wide 
schools-­‐level 
online 
assessment 
system 
for 
assessment 
authoring, 
delivery 
and 
results 
repor7ng 
– Working 
with 
IMS 
to 
develop 
the 
Dutch 
DoE 
Assessment 
systems 
conformance 
cer7fica7on 
process 
based 
on 
QTIv2.2 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
36
EDUPUB 
IMS 
Work 
Summary 
Ini7al 
best 
prac7ces 
doc 
and 
code 
base 
(using 
Readium) 
published: 
hjp://www.imsglobal.org/edupub/index.html 
• LTI 
enablement 
• Caliper 
analy7cs 
enablement 
• QTI 
enablement 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
37
IMS 
EDUPUB 
Technology 
Context 
Student 
Information 
System 
(SIS) 
Learning 
Management 
System 
Learning 
Management 
System 
Learning 
Management 
(SIS) 
System 
(LMS) 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
(SIS) 
ePub Reader 
eBook 
Analytics 
System 
Assessment 
System 
Enrollments 
Outcomes 
Gradebooks 
Timetables Assessment 
Outcomes 
Scores 
Tracking 
Tracking 
Scores 
Outcomes 
… 
Outcomes 
Gradebook 
Tracking 
Scores 
3rd Party 
Tools/Apps 
38
LTI-­‐Enabled 
QTI 
Approach 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
39
EPUB3-­‐Embedded 
QTI 
Approach 
© 
2014 
IMS 
Global 
Learning 
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Inc. 
All 
Rights 
Reserved 
40
Proposed 
Workflow 
• Forma7ve 
Assessment 
(Quiz) 
supplied 
in 
QTI-­‐XML 
Package 
(reference 
form) 
• Transform 
from 
the 
QTI-­‐XML 
to 
the 
target 
EDUPUB 
formats 
and 
embed 
in 
EPUB3 
• Add 
the 
JScript 
libraries 
to 
provide 
the 
run-­‐7me 
features 
e.g. 
naviga7on, 
response 
processing, 
analy7cs 
repor7ng, 
etc. 
• Complete 
EPUB3 
packaging 
and 
release 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
41
Best 
Prac7ces 
Doc 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Using IMS Caliper Analytics™, Question 
and Test Interoperability™ and Learning 
Tools Interoperability™ with EPUB3TM: 
EDUPUB Best Practices 
Title: Using IMS Caliper, Question & Test Interoperability (QTI) and Learning 
Tools Interoperability (LTI) with EPUB3: EDUPUB Best Practices 
Authors: Lisa Mattson (IMS Global, USA) 
Colin Smythe (IMS Global, UK) 
Stephen Vickers (IMS Global, UK) 
Thor Anderson (IMS Global, USA) 
Chris Vento (Intellify Learning, USA) 
Prashant Nayak (Intellify Learning, USA) 
Version: PUBLIC DRAFT 
Version Date: 16th June 2014 
Release: 1.0 
Status: Discussion Document 
Summary: This document presents the best practice recommendations for using IMS 
Learning Tools Interoperability™ (LTI™), IMS Caliper Analytics™ and 
IMS Question & Test Interoperability™ (QTI™) based content within an 
EPUB3 context. These form a key part of the EDUPUB standard. 
Examples of these best practices are presented using the Readium open 
source EPUB3 reader but are generally applicable to other EPUB3 readers 
provided they follow the conformance requirements. 
© 2014 IMS Global Learning Consortium. All Rights Reserved. 
The$IMS$Logo$and$Learning$Tools$Interoperability®$(LTI®),$Accessible$Portable$Item$Protocol™$(APIP™),$Question$ 
and$Test$Interoperability®$(QTI®),$Common$Cartridge™$(CC™),$AccessForAll™,$Caliper$Analytics™$and$Sensor$API™$ 
are$trademarks$of$IMS$Global$Learning$Consortium,$Inc.$in$the$United$States$and/or$other$countries.$
IMS 
EDUPUB 
Recommenda7ons 
• Ensure 
eBook/EPUB3 
readers 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
are 
IMS 
LTIv1.1 
compliant 
• Ensure 
eBook/EPUB3 
readers 
are 
IMS 
Caliper 
compliant 
• Ensure 
eBook/EPUB3 
readers 
become 
IMS 
LTIv2.0 
compliant 
• Establish 
best 
prac7ces 
for 
using 
these 
in 
EPUB3 
publica7ons 
43
IMS 
EDUPUB 
Informa7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
44 
hjp://www.imsglobal.org/edupub/
• Plug 
& 
Play 
Educa7onal 
Apps 
and 
Content: 
Common 
Cartridge 
and 
Learning 
Tools 
Interoperability 
• Interoperable 
Assessment: 
QTI, 
APIP 
and 
EDUPUB 
QTI 
• Making 
Educa7on 
Data 
Easy: 
Caliper 
Analy7cs 
• IMS 
Standards 
in 
Ac7on: 
EDUPUB 
Demonstra7on 
& 
Development 
Community 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
45
IMS 
Learning 
Analy7cs 
• This 
is 
the 
IMS 
framework 
for 
standardizing 
the 
collec7on 
of 
learning 
metric 
data 
and 
the 
dissemina7on 
of 
learning 
analy7cs 
informa7on 
• IMS 
is 
concerned 
with 
learning 
analy7cs 
interoperability 
i.e. 
data 
collec7on 
from 
disparate 
systems 
and 
informa7on 
repor7ng 
to 
other 
disparate 
systems 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
46
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
47
The 
Metric 
Profiles 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
48
Caliper 
Events 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
49
Sensor 
API 
Service 
Framework 
• Different 
tools, 
apps, 
systems 
and 
content 
will 
drive 
the 
local 
Sensor 
API 
• Sensor 
API 
is 
responsible 
for: 
– Sending 
data 
to 
a 
service 
end-­‐point 
(normally 
a 
learning 
analy7cs 
repository) 
– Ensuring 
the 
data 
is 
protected 
during 
transmission 
– Only 
accessed 
by 
an 
authen7cated 
service-­‐end 
point 
• Open 
issues 
– Offline 
usage/data 
caching/data 
synchroniza7on 
– Content-­‐based/tool-­‐based 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
Sensor 
API 
usage/interac7ons 
50
Sensor 
API 
& 
Metric 
Profiles 
• Defining 
the 
set 
of 
Caliper 
Events 
for 
some 
MPs 
• Current 
set 
of 
MPs 
being 
defined 
are: 
– Reading 
-­‐ 
reading 
textual 
content 
– Assessment 
-­‐ 
undertaking 
a 
test 
or 
quiz 
– Annota7on 
-­‐ 
annota7ng 
content 
– Performance 
– 
grading/scoring 
of 
some 
content 
– Media 
– 
interac7on 
with 
video/audio 
systems 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
51
Caliper 
& 
LTI 
• LTI 
launch 
of 
a 
tool 
that 
supports 
the 
Sensor 
API 
e.g. 
eBook 
reader 
• Use 
LTI 
to 
provide 
the 
key 
informa7on 
for 
the 
learning 
context 
– Supplied 
as 
LTI 
launch 
parameters 
– Id 
for 
the 
learner, 
etc. 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
52
Caliper 
EDUPUB 
Deployment 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
53 
ePub 
Reader 
Widgets 
(ePub3) 
edu 
Apps 
(LTI) 
edu 
App 
(LTI) 
Learning 
Environment 
Widget(s) 
(ePub3) 
edu 
App 
(LTI) 
Analy>cs 
Data 
Store 
Caliper 
(Sensor 
Endpoint) 
S 
S 
S 
S 
S 
= 
Caliper 
Sensor 
LTI 
(Consumer) 
LTI 
(Provider) 
LTI 
(Provider) 
LTI 
Reading 
Metrics 
(Consumer) 
LMS 
Metrics 
Widget 
Metrics 
edu 
App 
Metrics 
edu 
App(s) 
(LTI) 
A 
= 
AuthN 
Service 
A 
A
The 
Learning 
Analy7cs 
Repository 
• The 
digital 
repository 
to 
which 
the 
Sensor 
API 
sends 
its 
data 
• Must 
support 
the 
Sensor 
API 
i.e. 
receive 
and 
store 
the 
caliper 
event 
data 
• Must 
provide 
some 
of:-­‐ 
– Analy7cs 
algorithms 
– Informa7on 
visualiza7on 
– Informa7on 
export/repor7ng 
– Repository-­‐to-­‐repository 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
exchange 
54
Learning 
Analy7cs 
Repository 
API 
• This 
has 
not 
been 
defined 
yet 
• May 
include: 
– Capability 
to 
read 
Sensor 
sourced 
data 
– Capability 
to 
read 
processed 
data 
– Exchange 
data 
with 
another 
LA 
repository 
• Constraints 
are: 
– Authen7cated 
access 
– Permijed 
access 
to 
specific 
Sensor 
data 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
55
Defining 
a 
Metric 
Profile 
• Iden7fy 
the 
learning 
ac7vity 
• Define 
the 
set 
of 
state 
diagrams/tables 
• Create 
the 
event 
label 
vocabulary 
• Establish 
the 
set 
of 
parameters 
for 
each 
caliper 
event 
• Define 
the 
learning 
context/descrip7on 
informa7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
56
Caliper 
Conformance 
Process 
• This 
is 
not 
yet 
agreed 
• Will 
be 
based 
upon 
a 
tool/app/system/content: 
– Sensor 
API 
‘on-­‐the-­‐wire’ 
messages 
– Confirm 
correct 
opera7on 
specific 
MPs 
– Require 
the 
vendor 
to 
create 
test 
content 
to 
drive 
the 
Sensor 
API 
to 
produce 
the 
required 
set 
of 
messages 
– Sensor 
API 
messages 
logged 
at 
IMS 
Sensor 
Conformance 
Test 
Repository 
and 
analysed 
for 
correctness 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
57
Caliper 
Timeline 
• Alpha 
release 
of 
Sensor 
APIs 
(Sept 
2014) 
• Alpha 
release 
of 
MPs 
(Sept 
2014) 
• IMS 
Quarterly 
mee7ng 
(Nov 
2014) 
– Beta 
release 
of 
Sensor 
APIs 
– Beta 
release 
of 
MPs 
– Sensor 
API 
v1.0 
Specifica7on 
Public 
Draz 
– Ini7al 
set 
of 
MP 
Specifica7ons 
as 
Public 
Draz 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
58
• Plug 
& 
Play 
Educa7onal 
Apps 
and 
Content: 
Common 
Cartridge 
and 
Learning 
Tools 
Interoperability 
• Interoperable 
Assessment: 
QTI, 
APIP 
and 
EDUPUB 
QTI 
• Making 
Educa7on 
Data 
Easy: 
Caliper 
Analy7cs 
• IMS 
Standards 
in 
Ac7on: 
EDUPUB 
Demonstra7on 
& 
Development 
Community 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
59
EDUPUB 
Desk-­‐top 
Demonstra7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
60 
• Desktop 
version 
of 
Readium 
• Accessed 
using 
Chrome/Readium 
app 
• Standard 
Readium 
distribu7on 
• Only 
embedded 
Quiz 
access 
available
TAO 
QTI 
Demonstra7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
61 
• Using 
TAO 
Test 
Delivery 
System 
• TAO 
hosted 
service 
• Same 
test 
as 
per 
EDUPUB 
demonstra7on 
• Imported 
the 
test 
as 
an 
IMS 
QTIv2.1 
Package
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
62
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
63
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
64
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
65
Caliper 
& 
EDUPUB 
Demonstra7on 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
66 
• Using 
IMS 
hosted 
Moodle 
• Using 
IMS 
version 
of 
Readium 
• Same 
test 
as 
per 
EDUPUB 
local 
demonstra7on 
• LTI-­‐based 
access 
to 
• Caliper 
Repository 
• Ques7onmark 
remote 
test 
delivery 
system
Readium 
Codebase 
• Readium 
is 
an 
open 
source 
EPUB3 
reader 
ini7a7ve 
(grew 
from 
IDPF 
but 
now 
standalone 
ac7vity) 
• Readium 
used 
as 
our 
EPUB3 
reader 
codebase 
(Hosted 
service 
and 
desktop 
versions) 
• IMS 
has 
made 
a 
code 
fork 
for 
the 
EDUPUB 
work 
– LTIv1.0 
enabled 
(Consumer 
and 
Provider) 
– Sensor 
API 
enabled 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
67
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
68
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
69
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
70
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
71
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
72
Making 
Adop7on 
Easy 
• Interoperability 
is 
a 
means 
to 
the 
end 
of 
improving 
learning 
impact 
• Moving 
from 
just 
specifica7on 
crea7on 
to 
direct 
solu7on 
support 
via 
APIs 
and 
reference 
implementa7ons 
• IMS 
need 
more 
involvement 
from 
the 
developer 
community 
to 
improve 
our 
implementa7on 
aids 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
73
Boot-­‐camps 
& 
Development 
• Bootcamps 
– Hands-­‐on 
events 
on 
various 
IMS 
specifica7ons 
– Use 
the 
various 
IMS 
test 
and 
implementa7on 
materials 
– Work 
on 
APIs 
and 
implementa7on 
issues 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
74 
• Developer 
Community 
– Community 
App 
Store 
Architecture 
(CASA) 
– Caliper/Sensor 
APIs 
– New 
community 
efforts 
to 
be 
announced 
shortly
Summary 
• E-­‐learning 
interoperability 
is 
one 
way 
to 
improve 
learning 
impact 
• IMS 
has 
an 
extensive 
set 
of 
specifica7ons 
released 
and 
adopted 
throughout 
the 
World 
• The 
specifica7on 
focus 
is 
now 
on 
making 
it 
easier 
to 
adopt 
e.g. 
Bootcamps 
• The 
success 
of 
IMS 
is 
heavily 
dependent 
on 
the 
Members’ 
involvement 
in 
the 
IMS 
ac7vi7es 
and 
not 
just 
paying 
the 
membership 
fee 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
75
Ques7ons 
& 
Comments 
© 
2014 
IMS 
Global 
Learning 
Consor7um, 
Inc. 
All 
Rights 
Reserved 
76

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Edupub day1 ims spec

  • 1. The IMS Specifica7ons for Learning Content: Common Cartridge, LTI, QTI/APIP, Caliper and EDUPUB Colin Smythe (IMS Chief Architect) csmythe@imsglobal.org © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 1
  • 2. Talk Objec7ves • To introduce the following IMS Standards and ac7vi7es: – IMS Learning Tools Interoperability® (LTI®) – IMS Common Cartridge™ (CC) – IMS Ques7on & Test Interoperability® (QTI®) – IMS Accessible Portable Item Protocol™ (APIP) – IMS Caliper Learning Analy7cs – EDUPUB © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 2
  • 3. Timetable © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 3 Time Topic 14:00-­‐14:30 Plug & Play Educa7onal Apps and Content: Common Cartridge and Learning Tools Interoperability 14:30-­‐15:00 Interoperable Assessment: QTI, APIP and EDUPUB QTI 15:00-­‐15:30 Break 15:30-­‐16:00 Making Educa7on Data Easy: Caliper Analy7cs 16:00-­‐16:30 IMS Standards in Ac7on: EDUPUB Demonstra7on & Development Community
  • 4. Biography • Joined IMS in May 1999 • Responsible for the development of many IMS specifica7ons inc. Ques7on & Test Interoperability (QTI), Content Packaging, Accessible Portable Item Protocol (APIP), Learning Informa7on Services (LIS), etc. • Currently IMS Chief Architect and responsible for: – How the specifica7ons fit together – Overseeing the technical details of the specifica7ons – Suppor7ng adop7on of the specifica7ons © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 4
  • 5. Ques7ons & Comments © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 5
  • 6. • Plug & Play Educa7onal Apps and Content: Common Cartridge and Learning Tools Interoperability • Interoperable Assessment: QTI, APIP and EDUPUB QTI • Making Educa7on Data Easy: Caliper Analy7cs • IMS Standards in Ac7on: EDUPUB Demonstra7on & Development Community © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 6
  • 7. What is Common Cartridge? • Common Cartridge (CC) is a specifica7on for packaging and exchanging learning and assessment content • The CC package dis7lls the latest and best community prac7ces for sharing digital content among authoring tools and learning plaborms © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 7
  • 8. The Problem for CC to Solve Because learning plaborms and authoring tools are all different, there is a need for a standard interoperable format. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 8
  • 9. What CC Does © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 9
  • 10. A Common Cartridge © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Common Cartridge imsmanifest.xml Cartridge meta-data Organization Resources resource meta-data Web Content Folder Resource 1 Resource n Resource Folder 1 Resource a Resource n’ Resource Folder n Resource x Resource n’’ Object bank LTI Resource type for integration with web applications and eBooks. Extended roles meta-data vocabulary {Instructor, Learner, Mentor} Multilingual support using alternative resources for web content and assessments Learning objectives assigned to resources using curriculum standards Assessment resources now include instructions to guide the learner in completing the assessment Human readable lesson plans provided to guide the instructor in using the cartridge content 10
  • 11. Supported Content Formats • IMS-­‐derived – QTI Assessments & Object Banks – Web Links/URLs – LTI Links – Discussion Topics – Interac7ve White Board (IWB) – Accessible Portable Item Protocol (APIP) © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 11 • Other – Web Content (HTML) – Web Content (non-­‐HTML) – EPUB3 – Extension
  • 12. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Thin CC • Requirements are: – Acts as a TOC for externally hosted content – Support K-­‐12 specific metadata – Allow conformance against Thin CC features only • Constraints are: – A CCv1.3 system should be able to import/export Thin CC without change • Only Permijed Content – Web Links/URLs – LTI Links 12
  • 13. IMS Validator © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 13
  • 14. CC Conformance Program • Membership in the Common Cartridge Alliance is the only way to achieve official conformance to the CC. • Digital content or learning plaborms must exhibit the marks shown here, signifying achievement of the official conformance process, to be compliant with IMS Common Cartridge. • Products without this mark are not considered to be compliant by IMS Global. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 14 hjp://www.imsglobal.org/developers/alliance/conformance.cfm
  • 15. CC Adop7on • A wide range of systems suppor7ng CC impor7ng (read), expor7ng (write) and rendering (play) – hjp://www.imsglobal.org/cc/statuschart.cfm • ‘Thin CC’ conformance soon • CCv1.4 under development by APMG © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 15
  • 16. Learning Tools Interoperability • To enable Remote Tools and Content to be easily integrated into, and accessed from, an LMS (not limited to LMSs) • Several versions now available to support evolving requirements • Key concepts are the: – Tool Provider (TP) and Tool Consumer (TC) © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 16
  • 17. Tool Proxy Run7me © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 17 Seongs Roster Outcomes Launch++ Tool Consumer Tool Provider TC Admin TP Admin Tool Secret Tool Proxy Secret TC User IMS Learning Tools Interoperability (LTI) Profile Tool Profile
  • 18. LTI & Common Cartridge © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 18 L M Premium S Learning Content Common Cartridge L M S When LTI is combined with the IMS CC publishers can distribute cartridges containing ac7ve, authen7cated links back to centrally hosted content.
  • 19. LTI 1.0/1.1 Messaging Admin © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Tool Provider Tool Consumer 1. URL, key, secret 2. Configure 3. Click link System Administrator Teacher or Student Outcomes service (read, update, delete) 19 Out-­‐of-­‐band connec7on Browser connec7on Server-­‐to-­‐server connec7on
  • 20. LTI 1.2 Messaging Admin © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Tool Provider Tool Consumer 1. URL, key, secret 2. Configure 3. Click link System Administrator Teacher or Student Outcomes service (read, update, delete) 20 Out-­‐of-­‐band connec7on Browser connec7on Server-­‐to-­‐server connec7on
  • 21. Learning Tools Interoperability v2.0 • LTIv2.0 is LTIv1.0 on steriods! – Now a plaborm for suppor7ng the en7re lifecycle of a tool with: • Service discovery • An extensible service framework (core+custom) – Uses REST/JSON-­‐LD as the binding form • An excellent tutorial is available at – hjp://developers.imsglobal.org/tutorials.html#l72 © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 21
  • 22. LTI v2.0 Messaging Admin © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Tool Provider Tool Consumer 1. Tool registra7on 4. Enable tool(s) 6. Click link System Administrator Teacher or Student Tool 22 Out-­‐of-­‐band connec7on Browser connec7on Server-­‐to-­‐server connec7on
  • 23. Comparison of LTI Versions © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 23 Feature LTI 1.0 LTI 1.1 LTI 1.2 LTI 2.0 Comment Basic Launch X X X X LTI2 reduces op7onal data requirements Simple Outcomes X X X Return single numeric value. TC Profile X X Metadata for the TC’s available services. Tool Proxy X Metadata for the TC/TP interface contract. Creden7al Mangmt X Automa7c secure exchange of key/secret. Registra7on Flow X TC ini7ated new tool provisioning. Model-­‐Driven Doc X X Tool generated docs from UML. REST Services X X LTIv1.2 limits REST to TC only.
  • 24. LTI Conformance Tes7ng • The LTI Conformance Test System – hjp://www.imsglobal.org/developers/alliance/LTI/cert/ index.php • Separate tes7ng for the Tool Provider and Tool Consumer • Follow the associated test script to drive the predefined set of tests • See the Screencasts that describe how to use the LTI Conformance Test Systems – hjp://www.imsglobal.org/developers/alliance/LTI/cert/ demo/ © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 24
  • 25. LTI Adop7on • Extensive range of LTI cer7fied tools now available – hjp://developers.imsglobal.org/catalog.html • Working with the community to move towards LTIv2.0 adop7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 25
  • 26. • Plug & Play Educa7onal Apps and Content: Common Cartridge and Learning Tools Interoperability • Interoperable Assessment: QTI, APIP and EDUPUB QTI • Making Educa7on Data Easy: Caliper Analy7cs • IMS Standards in Ac7on: EDUPUB Demonstra7on & Development Community © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 26
  • 27. The QTI Specifica7on • It is a specifica7on to support the exchange of Ques7ons (Items) and Tests (Assessments) and to Report the associated outcomes. The objec7ves are to: – Be pedagogy independent – Support common & esoteric ques7on types – Cover the func7onally ‘low-­‐lying fruit’ – Enable rich feature support in the future – Support accessible content needs – Support summa7ve and forma7ve tes7ng © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 27
  • 28. Historic Perspec7ve © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 28 Version Date Descrip>on QTIv1.0 June 2000 Original QTI release based upon basic research by ETS and the Four Process Cycle. QTIv1.1 Mar 2001 Inclusion of new ‘flow’ structure to support block-­‐based content. Release of QTI-­‐Lite. QTIv1.2 Feb 2002 Addi7on of Results Repor7ng, Selec7on & Ordering of Sec7ons, Outcomes Processing for Tests. QTIv1.2.1 Mar 2003 Set of correc7ons to the QTIv1.2 release. QTIv2.0 Jan 2005 New QTI Item model. Based upon XHTML. Reworking of ques7on structures using new set of Interac7ons. QTIv2.1 Jan 2013 Full QTI reworking to include Tests and Sec7on. New support for QTI Metadata, Results Repor7ng and Usage Data Sta7s7cs.
  • 29. The Four Cycle Process © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 29 Summary Feedback Assessment/sec>on Processing Presenta>on Process Item Response Processing Ac>vity Selec>on Process Item Level Feedback Task/Evidence Composite Library Administrator Examinee
  • 30. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 30 Assessment, Sec7ons & Items • Assessment – The Test, Quiz, etc. • Testpart – Subtests • Sec7on – Groups of Sec7ons/Items • Item – The ques7on
  • 31. A Deconstructed MC Ques7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 31 • Extensive range of Interac7on types • Response Processing • Various levels of Feedback • Response Processing Templates • Outcomes Processing • Hints plus scoring implica7ons • Template-­‐based Item construc7on • Alterna7ve accessibility content • Item-­‐level rubric
  • 32. The set of Interac7ons • associateInterac7on • choiceInterac7on • customInterac7on • drawingInterac7on • endAjemptInterac7on • extendedTextInterac7on • gapMatchInterac7on • graphicAssociateInterac7on • graphicGapMatchInterac7on • graphicOrderInterac7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 32 • hotspotInterac7on • hojextInterac7on • inlineChoiceInterac7on • matchInterac7on • orderInterac7on • posi7onObjectInterac7on • selec7onPointInterac7on • sliderInterac7on • textEntryIntera7on • uploadInterac7on
  • 33. Packaging the QTI -­‐ I * * © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 33 IMS Content Package AssessmentItem AssessmentSec7on AssessmentTest imsmanifest.xml Folders Folders Folders Assets • Audio • Video • Images • Tools • etc.
  • 34. Accessible Portable Item Protocol © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved (APIP) • To enable the exchange of accessibility-­‐enabled Tests & Ques7ons using a common format • To include support for a wide range of physical and cogni7ve accessibility needs • Combines IMS QTI with the IMS Access for All Personal Needs & Preferences (AFA PNP) v2.0 specifica7ons plus:-­‐ – Extensive profiling – Addi7on of new specifica7ons • APIPv1.0 released in May 2012 – hjp://www.imsglobal.org/apip/index.html 34
  • 35. QTI/APIP APMG & Conformance • QTI/APIP APMG responsible for the specifica7ons and conformance • Conformance against: – Profile e.g. APIP (more to be added) – Baseline Specifica7on • Conformance of: – QTI Packages – Authoring Systems, Delivery Systems, Item/Test Banks © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 35
  • 36. QTI/APIP Adop7on • Several authoring systems have been cer7fied • Race-­‐to-­‐the-­‐Top Assessment – An ini7a7ve in the USA to encourage K-­‐12 in the States/Districts to adopt standards-­‐based online assessment ($400millions) – Adop7ng the IMS QTI/APIP Standard for accessible assessment interoperability • Netherlands Department of Educa7on – Deploying a country-­‐wide schools-­‐level online assessment system for assessment authoring, delivery and results repor7ng – Working with IMS to develop the Dutch DoE Assessment systems conformance cer7fica7on process based on QTIv2.2 © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 36
  • 37. EDUPUB IMS Work Summary Ini7al best prac7ces doc and code base (using Readium) published: hjp://www.imsglobal.org/edupub/index.html • LTI enablement • Caliper analy7cs enablement • QTI enablement © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 37
  • 38. IMS EDUPUB Technology Context Student Information System (SIS) Learning Management System Learning Management System Learning Management (SIS) System (LMS) © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved (SIS) ePub Reader eBook Analytics System Assessment System Enrollments Outcomes Gradebooks Timetables Assessment Outcomes Scores Tracking Tracking Scores Outcomes … Outcomes Gradebook Tracking Scores 3rd Party Tools/Apps 38
  • 39. LTI-­‐Enabled QTI Approach © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 39
  • 40. EPUB3-­‐Embedded QTI Approach © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 40
  • 41. Proposed Workflow • Forma7ve Assessment (Quiz) supplied in QTI-­‐XML Package (reference form) • Transform from the QTI-­‐XML to the target EDUPUB formats and embed in EPUB3 • Add the JScript libraries to provide the run-­‐7me features e.g. naviga7on, response processing, analy7cs repor7ng, etc. • Complete EPUB3 packaging and release © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 41
  • 42. Best Prac7ces Doc © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Using IMS Caliper Analytics™, Question and Test Interoperability™ and Learning Tools Interoperability™ with EPUB3TM: EDUPUB Best Practices Title: Using IMS Caliper, Question & Test Interoperability (QTI) and Learning Tools Interoperability (LTI) with EPUB3: EDUPUB Best Practices Authors: Lisa Mattson (IMS Global, USA) Colin Smythe (IMS Global, UK) Stephen Vickers (IMS Global, UK) Thor Anderson (IMS Global, USA) Chris Vento (Intellify Learning, USA) Prashant Nayak (Intellify Learning, USA) Version: PUBLIC DRAFT Version Date: 16th June 2014 Release: 1.0 Status: Discussion Document Summary: This document presents the best practice recommendations for using IMS Learning Tools Interoperability™ (LTI™), IMS Caliper Analytics™ and IMS Question & Test Interoperability™ (QTI™) based content within an EPUB3 context. These form a key part of the EDUPUB standard. Examples of these best practices are presented using the Readium open source EPUB3 reader but are generally applicable to other EPUB3 readers provided they follow the conformance requirements. © 2014 IMS Global Learning Consortium. All Rights Reserved. The$IMS$Logo$and$Learning$Tools$Interoperability®$(LTI®),$Accessible$Portable$Item$Protocol™$(APIP™),$Question$ and$Test$Interoperability®$(QTI®),$Common$Cartridge™$(CC™),$AccessForAll™,$Caliper$Analytics™$and$Sensor$API™$ are$trademarks$of$IMS$Global$Learning$Consortium,$Inc.$in$the$United$States$and/or$other$countries.$
  • 43. IMS EDUPUB Recommenda7ons • Ensure eBook/EPUB3 readers © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved are IMS LTIv1.1 compliant • Ensure eBook/EPUB3 readers are IMS Caliper compliant • Ensure eBook/EPUB3 readers become IMS LTIv2.0 compliant • Establish best prac7ces for using these in EPUB3 publica7ons 43
  • 44. IMS EDUPUB Informa7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 44 hjp://www.imsglobal.org/edupub/
  • 45. • Plug & Play Educa7onal Apps and Content: Common Cartridge and Learning Tools Interoperability • Interoperable Assessment: QTI, APIP and EDUPUB QTI • Making Educa7on Data Easy: Caliper Analy7cs • IMS Standards in Ac7on: EDUPUB Demonstra7on & Development Community © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 45
  • 46. IMS Learning Analy7cs • This is the IMS framework for standardizing the collec7on of learning metric data and the dissemina7on of learning analy7cs informa7on • IMS is concerned with learning analy7cs interoperability i.e. data collec7on from disparate systems and informa7on repor7ng to other disparate systems © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 46
  • 47. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 47
  • 48. The Metric Profiles © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 48
  • 49. Caliper Events © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 49
  • 50. Sensor API Service Framework • Different tools, apps, systems and content will drive the local Sensor API • Sensor API is responsible for: – Sending data to a service end-­‐point (normally a learning analy7cs repository) – Ensuring the data is protected during transmission – Only accessed by an authen7cated service-­‐end point • Open issues – Offline usage/data caching/data synchroniza7on – Content-­‐based/tool-­‐based © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved Sensor API usage/interac7ons 50
  • 51. Sensor API & Metric Profiles • Defining the set of Caliper Events for some MPs • Current set of MPs being defined are: – Reading -­‐ reading textual content – Assessment -­‐ undertaking a test or quiz – Annota7on -­‐ annota7ng content – Performance – grading/scoring of some content – Media – interac7on with video/audio systems © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 51
  • 52. Caliper & LTI • LTI launch of a tool that supports the Sensor API e.g. eBook reader • Use LTI to provide the key informa7on for the learning context – Supplied as LTI launch parameters – Id for the learner, etc. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 52
  • 53. Caliper EDUPUB Deployment © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 53 ePub Reader Widgets (ePub3) edu Apps (LTI) edu App (LTI) Learning Environment Widget(s) (ePub3) edu App (LTI) Analy>cs Data Store Caliper (Sensor Endpoint) S S S S S = Caliper Sensor LTI (Consumer) LTI (Provider) LTI (Provider) LTI Reading Metrics (Consumer) LMS Metrics Widget Metrics edu App Metrics edu App(s) (LTI) A = AuthN Service A A
  • 54. The Learning Analy7cs Repository • The digital repository to which the Sensor API sends its data • Must support the Sensor API i.e. receive and store the caliper event data • Must provide some of:-­‐ – Analy7cs algorithms – Informa7on visualiza7on – Informa7on export/repor7ng – Repository-­‐to-­‐repository © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved exchange 54
  • 55. Learning Analy7cs Repository API • This has not been defined yet • May include: – Capability to read Sensor sourced data – Capability to read processed data – Exchange data with another LA repository • Constraints are: – Authen7cated access – Permijed access to specific Sensor data © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 55
  • 56. Defining a Metric Profile • Iden7fy the learning ac7vity • Define the set of state diagrams/tables • Create the event label vocabulary • Establish the set of parameters for each caliper event • Define the learning context/descrip7on informa7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 56
  • 57. Caliper Conformance Process • This is not yet agreed • Will be based upon a tool/app/system/content: – Sensor API ‘on-­‐the-­‐wire’ messages – Confirm correct opera7on specific MPs – Require the vendor to create test content to drive the Sensor API to produce the required set of messages – Sensor API messages logged at IMS Sensor Conformance Test Repository and analysed for correctness © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 57
  • 58. Caliper Timeline • Alpha release of Sensor APIs (Sept 2014) • Alpha release of MPs (Sept 2014) • IMS Quarterly mee7ng (Nov 2014) – Beta release of Sensor APIs – Beta release of MPs – Sensor API v1.0 Specifica7on Public Draz – Ini7al set of MP Specifica7ons as Public Draz © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 58
  • 59. • Plug & Play Educa7onal Apps and Content: Common Cartridge and Learning Tools Interoperability • Interoperable Assessment: QTI, APIP and EDUPUB QTI • Making Educa7on Data Easy: Caliper Analy7cs • IMS Standards in Ac7on: EDUPUB Demonstra7on & Development Community © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 59
  • 60. EDUPUB Desk-­‐top Demonstra7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 60 • Desktop version of Readium • Accessed using Chrome/Readium app • Standard Readium distribu7on • Only embedded Quiz access available
  • 61. TAO QTI Demonstra7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 61 • Using TAO Test Delivery System • TAO hosted service • Same test as per EDUPUB demonstra7on • Imported the test as an IMS QTIv2.1 Package
  • 62. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 62
  • 63. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 63
  • 64. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 64
  • 65. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 65
  • 66. Caliper & EDUPUB Demonstra7on © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 66 • Using IMS hosted Moodle • Using IMS version of Readium • Same test as per EDUPUB local demonstra7on • LTI-­‐based access to • Caliper Repository • Ques7onmark remote test delivery system
  • 67. Readium Codebase • Readium is an open source EPUB3 reader ini7a7ve (grew from IDPF but now standalone ac7vity) • Readium used as our EPUB3 reader codebase (Hosted service and desktop versions) • IMS has made a code fork for the EDUPUB work – LTIv1.0 enabled (Consumer and Provider) – Sensor API enabled © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 67
  • 68. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 68
  • 69. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 69
  • 70. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 70
  • 71. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 71
  • 72. © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 72
  • 73. Making Adop7on Easy • Interoperability is a means to the end of improving learning impact • Moving from just specifica7on crea7on to direct solu7on support via APIs and reference implementa7ons • IMS need more involvement from the developer community to improve our implementa7on aids © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 73
  • 74. Boot-­‐camps & Development • Bootcamps – Hands-­‐on events on various IMS specifica7ons – Use the various IMS test and implementa7on materials – Work on APIs and implementa7on issues © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 74 • Developer Community – Community App Store Architecture (CASA) – Caliper/Sensor APIs – New community efforts to be announced shortly
  • 75. Summary • E-­‐learning interoperability is one way to improve learning impact • IMS has an extensive set of specifica7ons released and adopted throughout the World • The specifica7on focus is now on making it easier to adopt e.g. Bootcamps • The success of IMS is heavily dependent on the Members’ involvement in the IMS ac7vi7es and not just paying the membership fee © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 75
  • 76. Ques7ons & Comments © 2014 IMS Global Learning Consor7um, Inc. All Rights Reserved 76