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Research on Learning and Performance
recent finds and thoughts
Sunday, September 16, 2001
thinking in free verse
this morning
in the fog

in the past, before the tragedy,
i always thought learning took place in one's head.

put stuff in,
take stuff out.

cram.
spout.

memorize facts,
win trivial pursuits.

learn to drive,
delegate driving to your subconscious.

believe in your vision,
spout your dogma.

train your mind,
put things on auto-pilot

staring into the fog,
i realize i have it all wrong.

what's done is dunne.
no man is an island.

our brains are individual neurons of a global brain.
without connections they lack meaning.

without context, there is no content.
without ground, there is no figure.
without background, there is no subject.
without surroundings, there is no perspective.
without substance, there is no form.

without others, there is nothing to learn.
without learning, there is no consciousness.

it takes a village.

might "learning to learn"
mean
making connections?



posted by jay cross on 9/16/2001 | link


Friday, September 14, 2001
A disconnect in online learning

Since the dawn of the Internet age, boosters have predicted the end of leafy college campuses as schools go virtual. The miracle of the Internet was supposed to let great teachers reach any student, any time, anywhere. And people all over the world would get the equivalent of a Harvard degree through a computer and a network connection.

What a crock.

"The people peddling this stuff are suggesting that distance learning offers a bona fide education," said David F. Noble, a history professor at York University in Toronto. "But it's a con job. This is a scam. Distance education is just a digital diploma mill."

Unlike Noble, I believe that new technologies such as the World Wide Web offer enormous benefits to students. But they work best as an adjunct -not a replacement - to traditional classroom education.

Hounds baying at the moon. This is old news. I may put together a rants page of opposing viewpoints.


ProCon
makes email look like a rounding error

populates the global village

eradicates poverty

all a sham

only works for IT

more bullshit than reality


The Computer Delusion



posted by jay cross on 9/14/2001 | link


Thursday, September 13, 2001
On the Difficulty of Changing Our Perceptions about Such Things as Learning
Jay and Ursla Visser, Learning Development Institute

An awesome paper. It's an open question whether we must destroy the schools to save them.

Niels Bohr stressted that "All knowledge presents itself within a conceptual framework adapted to account for previous experience and that any such frame may prove too narrow to comprehend new experiences." Thus, the conceptual frame must be widened to restore order, abadoning some previous mental baggage along the way.

For example, and I love this one, Nicolescu says: "Quantum physics caused us to discover that abstraction is not merely an intermediary between us and Nature, a tool for describing reality, but rather one of the constituent parts of Nature."

To enable us to read new meanings into old words, the authors (Vissers) invent "<" school ">" and "<" schooling ">" as more expansive terms than school and schooling. This is tough to put into practice, "the conservative human mind is quick at creating old images in association with new words. Many a traditional educator may thus be seen using politically correct lanugage to describe stale practice. It's merely part of a well-developed immune system that fights change."


posted by jay cross on 9/13/2001 | link


Tuesday, September 11, 2001
Back to Illich, this time on the Web of Education
Schools are designed on the assumption that there is a secret to everything in life; that the quality of life depends on knowing that secret; that secrets can be known only in orderly successions; and that only teachers can properly reveal these secrets. An individual with a schooled mind conceives of the world as a pyramid of classified packages accessible only to those who carry the proper tags. New educational institutions would break apart this pyramid. Their purpose must be to facilitate access for the learner: to allow him to look into the windows of the control room or the parliament, if he cannot get in by the door. Moreover, such new institutions should be channels to which the learner would have access without credentials or pedigree--public spaces in which peers and elders outside his immediate horizon would become available.


While we can specify that the alternative to scholastic funnels is a world made transparent by true communication webs...

preserving the right of equal access to the tools both of learning and of sharing with others what they know or believe. But this would require that the educational revolution be guided by certain goals:

1. To liberate access to things by abolishing the control which persons and institutions now exercise over their educational values.

2. To liberate the sharing of skills by guaranteeing freedom to teach or exercise them on request.

3.To liberate the critical and creative resources of people by returning to individual persons the ability to call and hold meetings--an ability now increasingly monopolized by institutions which claim to speak for the people.

4.To liberate the individual from the obligation to shape his expectations to the services offered by any established profession--by providing him with the opportunity to draw on the experience of his peers and to entrust himself to the teacher, guide, adviser, or healer of his choice. Inevitably the deschooling of society will blur the distinctions between economics, education, and politics on which the stability of the present world order and the stability of nations now rest.


posted by jay cross on 9/11/2001 | link


Monday, September 10, 2001

The Search Experts

Knowledge management systems built from the ground up on a logical taxonomy never seem to work. The latest approach in KM is to throw everything in a pile and let a search engine do the walking. Frankly, this is the only way I can find stuff in the far corners of my own websites. Let the computer do the work. In an ever-changing world, it's nonsense to try to hardwire knowledge.












































VENDOR UNIQUE FEATURES PRICE* ENTERPRISE CUSTOMERS
AltaVista The software is particularly adept at handling vast unstructured document
collections.
$50,000 and up 1,200, including Amazon, Boeing, Visa
AskMe Technology is aimed at connecting people with experts who can answer their
questions.
$300 per user, plus service fees 40, including Integra, Procter & Gamble, 3Com
Autonomy A market leader; automatically profiles and categorizes documents based
on statistical analyses of their meanings.
$90,000 and up; average is about $250,000 450, including AT&T, General Motors, Lucent
Google Ranks documents based on how many other documents link to them . $10,000 to $100,000 120, including Cisco, Palm, Yahoo
Inktomi Searches through a variety of enterprise data and databases. $2,995 per 3,000 documents 2,500, including CNN, HP, Sun
Verity Dominant corporate search engine; incorporates a variety of sophisticated
indexing and ranking technologies.
$40,000 and up; average is about $200,000 1,000, including AXA Financial, Deloitte Consulting, Home Depot

*Prices are variable. Most listed here are starting points for a small collection
of a few hundred thousand documents.

posted by jay cross on 9/10/2001 | link


Sunday, September 09, 2001

The Nurnberg Funnel
by John M. Carroll

Reviewed by
Robert E. Horn

Chairman, Information Mapping, Inc.
in The Journal of Computer Documentation

The frontpiece of this book shows a plump, happy faced youth dressed in the clothes of several hundred years ago with a funnel sticking out of the top of his head. Two teachers are industriously pouring large amounts of liquid knowledge into his head. This is the Nurnberg Funnel. It was supposed to "make people wise quickly." But the author of this book says, "There is not and never was a Nurnberg Funnel." (p.102) "Nevertheless the need to make people wise very quickly is often overwhelming. And in trying to make instruction efficient, designers have frequently lapses into trying to pour information into the learner's mind."



Carroll's Critique of Systematic Self-Instruction
Caroll thinks that "standard self-instruction" is often in "conflict with the learning styles and strategies" that ordinary people adopt spontaneously. These are the tutorials which "required users to proceed step by step through sequences of drill and practice exercises." (p.5) He has strong words to say about what he calls the standard systems approach to instruction. He says it has fundamental flaws and regards it as a single, thin, mechanical approach which only superficially understands how human learning takes place. In fact, for Carroll, systematic approach to instruction is the Bad "S-Word" pervading the otherwise happy world of the learner. Carroll's indictment, if substantiated, extends to much of the computer-based training approach being implemented these days. There is no questions that many CBT courses are numbingly dull drill and practice. On the other hand, it is a hopeful sign that somebody within the world's largest computer company has finally noticed how bad their manuals generally are. One is unable to determine from Carroll's exposition, however, if the S-word writers were represented in Carroll's experiments by the best of their genre or the worst.



Serialists and Holists
Pask
(1976) describes two types of learners, "holists" and "serialist." Pask's description of holist learners sounds strikingly like those Carroll describes in the passages above (in the section titled "The Problems of Initial Learners."). One gathers from Carroll's book he believes almost all of us are holists. However, in my experience, roughly half of learners appear to be holists. Holists like to get the big picture before getting to the details. They like to start reading in the middle of books. They skip around a lot. They like making their own connections. Serialists on the on the other hand like to proceed through learning step by step. The like to fulfill all prerequisites necessary for one level before going to the next. They like to read books starting at the first page. Obviously, like many "personality typologies", it is better to regard "holist" and "serialist" as tendencies not types. Most people certainly can have aspects of both types. But Carroll might want to consider that some of his anomalous data on learner reactions to his minimalist manuals could well be explained by this distinction. I certainly found the serialist-holist distinction to explain otherwise puzzling data in some research that I have done on learning materials. Here are some of the quotes from Carroll that suggest serialists talking about Carroll's minimalist manuals: "...there was a tendency for learners to treat the intentionally incomplete hints, checkpoints and remedies as if they were the more familiar kind of step-by-step procedure."(p.136) Carroll also reports that several learners expressed a desire for "more structure" (p. 156) and that three participants "became frustrated enough to ask to be excused from the experiment and were replaced."(p. 167) Carroll is to be congratulated for reporting this anomalous data that runs counter to one of his major presuppositions (which is that substantially all learners act in the manner of holists) and he should not be blamed for failure to make something of it, since it would be hard to do that within the research and design paradigm he is working in.

Knowingly or unknowingly, we have all been attempting to design manuals for holist and serialist learners for many years. Carroll's approach will certainly appeal to the holist in us. More than that, he may even have at least part of a framework for a single manual for both. That remains to be seen. Carroll has done at least one fascinating research project that points in this direction. In this design he prepared four versions of a minimalist manual: skeletal, elaborative, inferential, and rehearsal. But, regretfully, he doesn't provide sufficient examples of these four versions for me to comment further.


the world is an onion. There's always a play within a play, and more layers to peel back. My personal learning style is at work here. Browsing text, stopping to re-read what catches my eye, then cutting and pasting what strikes me as worthy of retention into this Blog. When I can't lay my hands on digital text, I do something similar with Yellow Highlighters (one of the most powerful learning devices ever invented), even down to copying the highlighted text into a file (ref.doc) which was one of the seeds of what evolved into Jayhoo.

The maxim says that the teacher always learns more than the student and right now I'm teaching, or at least providing links to, a faceless class. Frankly, it doesn't matter much if I'm the only one in the classroom when I further sift this Blog to create more distilled, refined content for www.internettime.com. (Take that, you little people sitting in the dark!)


posted by jay cross on 9/9/2001 | link


Minimalism
and Documentation

Mary Ann Eiler. 'Minimalism and Documentation Downsizing: The Issues
and the Debate."  The Newsletter of the Chicago Chapter of the
Society of Technical Communication
. 39.4 (1997).



What is minimalism? Is minimalist documentation
"risky," and if so, what can be done to mitgate the risk? Was the structure
of Windows 95's Help based on John Carroll's Minimalist Model or was "the
result" more a Microsoft business decision -- or a bit of both? These are
the issues I challenged my OnLine Design class (Spring 1996) to explore
and resolve as we probed John Carroll's original concept of The Minimal
Manual and evolving minimalist principles and heuristics.

Realizing that Carroll's original formulation of minimalism at the IBM
Watson Research Center in the 1980s as presented in his book The Nurnberg
Funnel
was "birthed" in the context of user problems and learning strategies,
we understood early on that minimalism is a far richer concept than "less
is more" and that to view it simply as a commitment to brevity or "downsized
text" was a serious disservice and mistake.

What is Minimalism?
Developed by Carroll as an instructional design philosophy, the minimalist
model is a response to learner "problem types." Learners, Carroll observed,
often


    (1) tend to jump the gun,
    (2) avoid careful planning,
    (3) resist detailed systems of instructional steps,
    (4) are subject to learning interference from similar tasks, and
    (5) have difficulty recognizing, diagnosing, and recovering from their errors.

For each "problem" however there is a corresponding
"active learning strategy." Learners

    (1) learn by doing,
    (2) learn by thinking and reasoning,
    (3) desire meaningful context and goals,
    (4) use prior knowledge to manage and assimilate new experience, and
    (5) use error diagnosis and recovery episodes to explore the boundaries of what they know.

These problem-types and corresponding learning strategies form the basis for Carroll's minimalist
principles. These principles challenge traditional, or systems-oriented,
approaches to instructional design and delivery. Unfortunaely, they have
lead to the misdirected "doctrine of cut text." Carroll's minimalist principles
encourage both writer and instructor to:



  • get the user up and running as soon as possible


  • allow the user to think and improvise


  • focus on real work in training


  • make use of the learner's prior knowledge


  • manage error recognition and recovery as learning strategies


Previews, introductions, summaries, and reviews often violate Principle
1. Similarly, while training materials should encourage Principle 2, Carroll
warns that "People come to a learning task with a personal agenda of goals
and concerns that can structure their use of training materials." Simply
put, instead of logically analyzing what learners need to know and decomposing
learning objectives into a step-by-step sequence of preview, practice,
and test review, minimalist documentation design begins with general problem-types
that characterize user-learner behaviors. In one of my own documentation
experiences, users needed to transfer learning from a system that allowed
less rigorous data entry restrictions (e.g., free text) to a highly managed
one (e.g., specific fields). From a minimalist perspective, prior knowledge
in such a learning environment was best channeled to help users recognize
similarities within differences rather than similarities alone since a
focus only on the later could (and did) increase error rate.

Is minimalism a complete documentation solution? Carroll and van der
Meij respond to Farkas and Williams on this issue in Ten Misconceptions
about Minimalism
as they observe that one of the reasons that minimalism
is not intended as a complete documentation solution "is that it is an
orientation toward design that does not aspire to eventuate in a final
cook-book. The relevant theory and practical experience about learning
and using information that bear on the design of instruction and documentation
are too vast and too diverse to be susceptible to cook-book treatment."

posted by jay cross on 9/9/2001 |
link


Saturday, September 08, 2001
3 (more Illitch)

Ritualization of Progress

Schools select for each successive level those who have, at earlier stages in the game, proved themselves good risks for the established order. Having a monopoly on both the resources for learning and the investiture of social roles, the university coopts the discoverer and the potential dissenter. A degree always leaves its indelible price tag on the curriculum of its consumer. Certified college graduates fit only into a world which puts a price tag on their heads, thereby giving them the power to define the level of expectations in their society.



The American university has become the final stage of the most all encompassing initiation rite the world has ever known. No society in history has been able to survive without ritual or myth, but ours is the first which has needed such a dull, protracted, destructive, and expensive initiation into its myth. The contemporary world civilization is also the first one which has found it necessary to rationalize its fundamental initiation ritual in the name of education. We cannot begin a reform of education unless we first understand that neither individual learning nor social equality can be enhanced by the ritual of schooling. We cannot go beyond the consumer society unless we first understand that obligatory public schools inevitably reproduce such a society, no matter what is taught in them.


Once a man or woman has accepted the need for school, he or she is easy prey for other institutions. Once young people have allowed their imaginations to be formed by curricular instruction, they are conditioned to institutional planning of every sort. "Instruction" smothers the horizon of their imaginations. They cannot be betrayed, but only short-changed, because they have been taught to substitute expectations for hope. They will no longer be surprised, for good or ill, by other people, because they have been taught what to expect from every other person who has been taught as they were. This is true in the case of another person or in the case of a machine.


School sells curriculum--a bundle of goods made according to the same process and having the same structure as other merchandise. Curriculum production for most schools begins with allegedly scientific research, on whose basis educational engineers predict future demand and tools for the assembly line, within the limits set by budgets and taboos. The distributor-teacher delivers the finished product to the consumer pupil, whose reactions are carefully studied and charted to provide research data for the preparation of the next model, which may be "ungraded," "student-designed," "team-taught," "visually-aided," or "issue-centered."

The result of the curriculum production process looks like any other modern staple. It is a bundle of planned meanings, a package of values, a commodity whose "balanced appeal" makes it marketable to a sufficiently large number to justify the cost of production. Consumer-pupils are taught to make their desires conform to marketable values. Thus they are made to feel guilty if they do not behave according to the predictions of consumer research by getting the grades and certificates that will place them in the job category they have been led to expect.



School serves as an effective creator and sustainer of social myth because of its structure as a ritual game of graded promotions. Introduction into this gambling ritual is much more important than what or how something is taught. It is the game itself that schools, that gets into the blood and becomes a habit. A whole society is initiated into the Myth of Unending Consumption of services.





posted by jay cross on 9/8/2001 | link


A friend encouraged me to read Ivan Illitch, and I've just started. What wonderful prose! What grand, independent thinking. Deschooling Society begins,

"Why We Must Disestablish School"

Many students, especially those who are poor, intuitively know what the schools do for them. They school them to confuse process and substance. Once these become blurred, a new logic is assumed: the more treatment there is, the better are the results; or, escalation leads to success. The pupil is thereby "schooled" to confuse teaching with learning, grade advancement with education, a diploma with competence, and fluency with the ability to say something new. His imagination is "schooled" to accept service in place of value. Medical treatment is mistaken for health care, social work for the improvement of community life, police protection for safety, military poise for national security, the rat race for productive work. Health, learning, dignity, independence, and creative endeavor are defined as little more than the performance of the institutions which claim to serve these ends, and their improvement is made to depend on allocating more resources to the management of hospitals, schools, and other agencies in question.

In these essays, I will show that the institutionalization of values leads inevitably to physical pollution, social polarization, and psychological impotence: three dimensions in a process of global degradation and modernized misery. I will explain how this process of degradation is accelerated when nonmaterial needs are transformed into demands for commodities; when health, education, personal mobility, welfare, or psychological healing are defined as the result of services or "treatments." I do this because I believe that most of the research now going on about the future tends to advocate further increases in the institutionalization of values and that we must define conditions which would permit precisely the contrary to happen. We need research on the possible use of technology to create institutions which serve personal, creative, and autonomous interaction and the emergence of values which cannot be substantially controlled by technocrats.



School appropriates the money, men, and good will available for education and in addition discourages other institutions from assuming educational tasks. Work, leisure, politics, city living, and even family life depend on schools for the habits and knowledge they presuppose, instead of becoming themselves the means of education. Simultaneously both schools and the other institutions which depend on them are priced out of the market.

School has become the world religion of a modernized proletariat, and makes futile promises of salvation to the poor of the technological age. The nation-state has adopted it, drafting all citizens into a graded curriculum leading to sequential diplomas not unlike the initiation rituals and hieratic promotions of former times. The modern state has assumed the duty of enforcing the judgment of its educators through well-meant truant officers and job requirements, much as did the Spanish kings who enforced the judgments of their theologians through the conquistadors and the Inquisition.

To detach competence from curriculum, inquiries into a man's learning history must be made taboo, like inquiries into his political affiliation, church attendance, lineage, sex habits, or racial background. Laws forbidding discrimination on the basis of prior schooling must be enacted. Laws, of course, cannot stop prejudice against the unschooled-nor are they meant to force anyone to intermarry with an autodidact but they can discourage unjustified discrimination.

A second major illusion on which the school system rests is that most learning is the result of teaching. Teaching, it is true, may contribute to certain kinds of learning under certain circumstances. But most people acquire most of their knowledge outside school, and in school only insofar as school, in a few rich countries, has become their place of confinement during an increasing part of their lives.

But the fact that a great deal of learning even now seems to happen casually and as a by-product of some other activity defined as work or leisure does not mean that planned learning does not benefit from planned instruction and that both do not stand in need of improvement. The strongly motivated student who is faced with the task of acquiring a new and complex skill may benefit greatly from the discipline now associated with the old-fashioned schoolmaster who taught reading, Hebrew, catechism, or multiplication by rote. School has now made this kind of drill teaching rare and disreputable, yet there are many skills which a motivated student with normal aptitude can master in a matter of a few months if taught in this traditional way. This is as true of codes as of their encipherment; of second and third languages as of reading and writing; and equally of special languages such as algebra, computer programming, chemical analysis, or of manual skills like typing, watchmaking, plumbing, wiring, TV repair; or for that matter dancing, driving, and diving.

Skill teachers are made scarce by the belief in the value of licenses. Certification constitutes a form of market manipulation and is plausible only to a schooled mind. Most teachers of arts and trades are less skillful, less inventive, and less communicative than the best craftsmen and tradesmen.



Let me give, as an example of what I mean, a description of how an intellectual match might work in New York City. Each man, at any given moment and at a minimum price, could identify himself to a computer with his address and telephone number, indicating the book, article, film, or recording on which he seeks a partner for discussion. Within days he could receive by mail the list of others who recently had taken the same initiative. This list would enable him by telephone to arrange for a meeting with persons who initially would be known exclusively by the fact that they requested a dialogue about the same subject.

Matching people according to their interest in a particular title is radically simple. It permits identification only on the basis of a mutual desire to discuss a statement recorded by a third person, and it leaves the initiative of arranging the meeting to the individual. Three objections are usually raised against this skeletal purity. I take them up not only to clarify the theory that I want to illustrate by my proposal for they highlight the deep-seated resistance to deschooling education, to separating learning from social control but also because they may help to suggest existing resources which are not now used for learning purposes.


posted by jay cross on 9/8/2001 | link


Thinking about learning

Martin Seligman introduces the concept of learned helplessness by describing a dog that's raised in a box with a glass top. After a while, you can take off the glass, but the dog doesn't try to get out. He's learned not to. This is remarkably close to the box formed by the famous challenge, "connect the nine dots." One of Frank Lloyd Wright's precepts was to "break the box," e.g. replacing solid 90o corners with glass ones.

An optimal learner knows how to recognize boxes and to test their limits. The learner must feel empowered to assess the legitmacy of boxes and to differentiate reasonable boxes ("Don't drive while drunk.") from unreasonable boxes ("Do not remove this tag.")

And so we come to context. A box is defined as much by what surrounds it as by the space inside it. In fact, there's always a whole lot more outside than in. To get a view of the box and its surroundings, the learner must hop up to a higher plane. A professor of mine in B-school called this "going up in the helicopter." Getting To Yes advises one to take a look from the balcony. The principle is to get some distance from the box, to see the box in its box. (The universe is a nested Russian doll.)

Learners need to be able to select the right perspective. They need to know when to back away and when to drill down, when to look through the telephoto lense and when to use the wide-angle.




posted by jay cross on 9/8/2001 | link


Friday, August 31, 2001
MASIE Center/Advanstar Form Alliance for TechLearn:

Elliott Masie is "pleased to announce a significant business
alliance that The MASIE Center has formed with
Advanstar Communications (publishers of e-Learning Magazine). For
the next four years, I will host and produce the content of the TechLearn
Confererence and the International e-Learning Festival, as they grow and
adapt to the changing business world. Advanstar will own and manage the
conference, freeing us up to spend the entire year focused on content. In
addition, I will work with Advanstar on extending the message about
learning, technology and collaboration to new fields such as Customer
Relationship Management. This is a great vote of confidence in the
learning field and a sign of the maturation of our industry.



This is a shame. Part of the fun of TechLearn was having Elliott's college roommate, and Cathy's dad and sister, and the amateur crew running the show.

How long before the exhibit hall opens? Or that we're deluged with direct mail, contests, come-ons, and plastic bags full of marketing schlock?

Who's Advanstar?

    "Advanstar serves targeted market sectors* in such industries as art, automobile, beauty, collaboration/e-learning, CRM/call center, digital media, entertainment/marketing, fashion & apparel, healthcare, internet/e-business, manufacturing and processing, pharmaceutical, powersports, science, telecommunications and travel/hospitality. The Company has more than 1,500 employees and currently operates from multiple offices in North America, Latin America, Europe and Asia."

They lump e-Learning in with Telecom.

*Does anyone serve untargeted market sectors?

posted by jay cross on 8/31/2001 | link


Tuesday, August 14, 2001
Peer-to-peer

Here's Ray Ozzie, being interviewed in the August 13, 2001, issue of MIT Technology Review:

    Ozzie: I founded Groove [Networks] specifically because I came to the conclusion that the server-based model is fundamentally a non-starter in today's business environment—that a fundamentally decentralized business environment must be supported by fundamentally decentralized computing and communications technology. The Internet gave us the decentralized communications base; Groove's unique application platform provides the basis for fundamentally decentralized business applications.

    In a truly decentralized business environment, one not dominated by "channel masters" or forces of mandated central control, there is a simple rule that I strongly believe in. No single company—including that of the technology vendor—should be required to control the data, the user identities, the security, the quality of service, the systems integration or the systems management of the systems upon which the businesses collaboratively function.

    Don't think of the simple case of a single big company with many little partners or customers. Think of the case of a number of like-sized companies working together, co-dependent, having to deal with each other in a multilateral fashion. Who runs the systems? And who has control? And who can manage access? And who can do systems integration?

    All organizations need some level of control, systems management, systems integration, etc. And no third party—not the vendor, not an application service provider—should control the nature of the applications, the versions, the identities, the confidential information.



posted by jay cross on 8/14/2001 | link


Monday, August 13, 2001
What's Personalization anyway?

Answer: There is a lot of information on the Internet and even on company intranets. Finding the right kind of information at the right time gets to be a daily struggle. Personalization is a means to narrow down on this flood of information. Companies that deploy personalization engines offer a service to their cutomers by catering to their needs--offering only the information that they are interested in, or might be interested in. It's because of the nature of this service that personalization is coupled with CRM (Customer Relationship Management) initiatives.

We mentioned two crucial aspects of personalization in the last paragraph:

Personalization offers...

only the information that the customer is interested in, or
might be interested in

These two aspects represent the two types of personalization:

1. Form-based personalization (a.k.a Customization): When a user fills up a form stating his/her preferences explicitly. The system obliges by presenting only the information that meets the set preferences. For example, myYahoo!, myExcite, etc.

2. Collaborative filtering-based personalization (a.k.a Recommendations): In this type, a user's browsing/buying patterns are analysed and compared to other users in the database. Now, this is mostly done implicitly. If a similarity is found then the user is recommended other users browsing/buying patterns. For example, the recommendation system of Amazon.com and CdNow.com.

Explaining Personalization by using Fathom's Knowledge Trails
Fathom (an e-learning venture from Columbia, the London School of Economics, the University of Chicago, and several other top-shelf educational and research organizations) rolled out a preview of its much awaited release. An interesting feature is its Knowledge Trails (Click on the Knowledge Trail Demo on the preview page). Knowledge Trails are groups of reference entries (knowledge nuggets) that explore a common subject or theme.For example, there could be a online pedagogy trail which could be criss-crossed with a usability trail and a marketing trail (for those starting out e-learning dot-coms!). The student is given the oppurtunity to see these connections and the freedom to make transitions between trails. This is not a new concept, but it is a more well-explained concept.


"Fathom is the premier destination for authenticated knowledge and online learning."
"Knowledge is vast and tangled. Trails make navigating it possible."

I like it. You can explore along a concept, hopping to related paths as you go.

posted by jay cross on 8/13/2001 | link


Sunday, August 12, 2001
Tog's FIrst Principles of Web Design

Tog's Maximizing Human Performance

posted by jay cross on 8/12/2001 | link


Wednesday, August 08, 2001
This project explores ways in which the strength of storytelling can be used to enable informal knowledge transfer.

The project's goals in brief are:


  • To identify how stories can be best included in a knowledge management effort -- how best to collect them, organize them, present them, and provide facilities to search through them and navigate among them.
  • To identify how technology can be best applied to the use of stories in a knowledge management effort.
  • To identify how the use of stories as a knowledge management activity can be supported and enhanced at IBM.
  • To learn more about the project, read the white paper entitled

Some of this is very preliminary. Nice theory presentation on the value of stories in KM.

posted by jay cross on 8/8/2001 | link


Slow news day.

Around 4:00 pm, I drove down the hill to the Berkeley campus and visited the Education and Psychology Library. There I read The History of Instructional Design and Technology by Robert Reiser, published in two issues of Educational Technology Research & Development. One gem made this worthwhile:

  • In World War II, the U.S. military produced 400 training films and 600 film strips which were shown some 4,000,000 times.
  • The former German Chief of Staff reportedly said, "We had everything calculated perfectly except the speed with which America was able to train its people Our major miscalculation was in underestimating their quick and complete mastery of film education.
  • WW II also saw the first use of the overhead projector.


posted by jay cross on 8/8/2001 | link


High-Performance Problem Solving
Using the SiTNA Alternative for Generating
Synergy And Commitment

We are educated and trained to think of problems in oversimplified ways. We assume that there is an "answer in the back of the book," one right way to do things. In addition, we tend to jump to a solution before we have thoroughly analyzed our goals, the situation, the stakeholders, our options, and the probable outcomes of our actions. This "programming" is related to our tendency to have a short-term focus-profits this quarter, for example. We adopt a solution mentality rather than managing situations. But our employees, our subordinates, see solutions as change, and their perceptions often elicit predictable resistance.

As Linus Pauling says "The best way to have a good idea is to have lots of ideas."

Commitment compels participation, as our Law of Commitment states:

Meaningful participation
leads to a

Sense of involvement,
that evokes a

Feeling of influence,
that generates

Psychological ownership,
that results in

COMMITMENT.
For the participation to be meaningful, you and your people need to see "what's in it for us." The process of action planning empowers you, and you psychologically "sign up" to make the plan work. You experience an attitude shift. There are no shortcuts to developing commitment. The process is often slow and difficult. The decision-making mode that is most likely to lead to effective implementation is consensus. You may not be using this approach often because of your orientation to "quick fixes."

There has been a lot of "sense and nonsense" published about consensus. It is often confused with compromise. The difference is one of mental set. In the compromise mentality, it is win if possible, and minimize losses. In consensus you are assuming that there is a "best collective judgment" that needs to be discovered. If your people feel influential in the process, they commit themselves to the agreed-upon plan.

It is desirable to come to agreement on ground rules before taking on the taking on the situation that needs attention. The rules need to be reconsidered from time to time during the process of creating the action plan. Here are some examples:

How are decisions going to be made?

    Avoid arguing to win.
    Avoid negative thinking, e.g., problems, issues, and dilemmas.
    Think in terms of possibilities, opportunities, and challenges.
    Search for substantial agreement without serious disagreement.
    Agree on a planning method, and stick with it.
    Attempt continuous creativity.
    Check your commitment level throughout.
    Communicate responsibly.
    Look for a plan that benefits all (synergy and win-win).



posted by jay cross on 8/8/2001 | link


Don’t Smile About Smile Sheets

John E. Jones, Ph.D.
Organizational Universe Systems

Most training courses include end-of-course questionnaires that ask participants to rate various aspects of the experience. In the training industry, we refer to these instruments as “smile sheets” and often deride them in professional discussions.

So why do we use smile sheets? The six most common reasons:
Training sponsors want them.

    The training staff wants to know “how’d we do?”

    The ratings look valid.

    People who pay the bills to have their employees developed want instant results; they often want participants to like the experience. (Sometimes they use training as a cosmetic intervention to Improve morale.)

    End-of-course questionnaires provide quick answers. They fit in with the short-term mentality of some managers—”profits this quarter.”

    The professionals who staff courses also want immediate feedback, even if it is flawed.


One of the severe limitations of end-of-course feedback is that it violates what we all know to be effective criteria of information exchange. In spite of that, trainers and facilitators often have an almost morbid preoccupation with wanting to know how participants reacted to courses.

End-of-course questionnaires generate statistics with a pristine, truthful look, especially when the numbers come out of computers. This Is the GITO phenomenon: Garbage In, Truth Out.

Believe it or not, this list of 26
limitations of end-of-course ratings is not exhaustive. That
there are at least these many faults should cause evaluators to
think skeptically about using such data.




  1. style="mso-margin-top-alt:auto;mso-margin-bottom-alt:
    auto;mso-list:l0 level2 lfo6;tab-stops:list 1.0in">Ratings
    don’t correlate with transfer of training.
    No
    available research shows a clear relationship between
    end-of-course ratings and the extent to which
    participants apply training on the job. style="mso-special-character:
    line-break">




  2. Many
    raters are unqualified.
    Training participants do not
    have the background to supply valid judgments about the
    effectiveness of a training course. They know what they
    like, but they are usually uneducated about educational
    theory and methods. style="mso-special-character:
    line-break">




  3. Trainees
    have uneven comparative histories.
    Trainees usually
    have highly varied training experiences with which to
    compare a given course. What one person considers to be
    outstanding may appear ordinary to another; both may have
    valid reasons for their opinions. style="mso-special-character:
    line-break">




  4. Data
    are retrospective.
    End-of-course ratings suffer from
    all the faults of retrospective data. What we remember
    may be highly inaccurate; our judgments about it may vary
    across time. Asking participants to rate the opening
    session on the last day is usually useless. style="mso-special-character:
    line-break">




  5. Responses
    are judgmental or subjective.
    Most end-of-course
    questionnaires ask respondents to make evaluations. Such
    ratings are, of course, judgmental and subjective. What
    one person sees as useful another may see quite
    differently.





  6. Ratings
    are sensitive to mood.
    The activities that
    immediately precede the end-of-course ratings can affect
    the data. For example, a celebratory atmosphere in the
    room may improve ratings. style="mso-special-character:
    line-break">




  7. Trainees
    fear reprisal, even when surveys are
    “anonymous.”
    Some participants almost
    always leave blank the demographic items on end-of-course
    questionnaires. In general, the more demographic items
    that are included, the more the fear of reprisal on the
    part of respondents. style="mso-special-character:line-break">




  8. Trainees
    do not complete surveys.
    Participants don’t want
    to complete long questionnaires from which they will not
    personally benefit. End-of-course evaluations, then,
    usually compromise in favor of brevity. style="mso-special-character:
    line-break">




  9. Ratings
    are sensitive to wording nuances.
    If you change a key
    word, the ratings change. Using loaded language or
    controversial terms can have serious and unknown effects
    on patterns of response. style="mso-special-character:
    line-break">




  10. Free-form
    comments are almost always predominantly negative.

    They receive too much weight, though they often cannot be
    confirmed. It is better to ask for comments only in the
    pilot study that precedes a system-wide survey Here such
    remarks can be useful in making the final instrument more
    comprehensible and clear. style="mso-special-character:line-break">




  11. Surveys
    set expectations for change.
    The act of asking for
    people’s input raises expectations that something
    will be done with the results. Training participants
    often ask later to hear how the staff used their ratings
    and suggestions. Be wary of asking about things that are
    not going to change. style="mso-special-character:line-break">




  12. Surveys
    are quick, taken at a time when people want to leave.

    Many training participants approach the task of
    evaluating a course in a cursory manner. After all, it is
    not their course. Their motivation is often to “get
    outta here” rather than to improve the course. style="mso-special-character:
    line-break">




  13. Statistical
    trends depend as much on group composition as on design
    and delivery.
    Comparing average ratings across
    sessions is not an “apple to apples” practice.
    The particular mix of participants—or even the
    presence of a difficult participant—can skew
    ratings.





  14. Statistical
    trends are not comparable when design and delivery
    change.
    When a course takes place over a long period,
    there should be continuous improvements to its design and
    delivery That makes end-of-course ratings apply to
    non-comparable experiences; the statistical trends can be
    misleading.





  15. Not
    all instrument items are equally important, and often
    some of them do not even match the rating scale.
    How
    a respondent interprets an item is a function of her or
    his experience base; no two training experiences are
    exactly alike. style="mso-special-character:line-break">




  16. Ratings
    of different parts of training (such as the opening,
    lectures, and hands-on activities) are always uneven and
    non-synergistic.
    For example, adults tend to rate
    lectures lower than they rate experimental training
    exercises. In addition, rating a presentation is a
    contaminated act. Reactions to different aspects of the
    training—the style of the trainer, interest in the
    content, use of audiovisual aids, and so forth—may
    co-mingle in the act of rating. style="mso-special-character:
    line-break">




  17. The
    emphasis is often on excitement.
    People like to have
    fun in training courses. Many resent it when the trainer
    asks them to work hard, even for compelling business
    reasons. Training that resembles “rest and
    recreation” often gets high marks. End-of-course
    ratings may reflect the extent to which people simply
    “had a good time.” style="mso-special-character:
    line-break">




  18. Surveys
    may confuse “like” and “worth.”

    Instruments that use rating scales that include words
    such as “like” and “satisfying”
    promote this confusion. What we need is a clear index of
    the usefulness of the session, not whether it made people
    smile. style="mso-special-character:
    line-break">




  19. Surveys
    tend to focus on what is wrong.
    On the basis of
    end-of-course ratings, training-design specialists may
    inadvertently change what is really working in the
    course. If a questionnaire only solicits data for
    improvement, “critiques” may become negative
    criticism.





  20. The
    change-back effect is most likely.
    The most dramatic
    effect of training is no effect. Most training does not
    work. Most intended results are not demonstrably evident.
    There must be supportive changes in systems that reward
    and reinforce personal development. End-of-course ratings
    do not reflect the probable washout of effects. style="mso-special-character:
    line-break">




  21. Some
    effects of training are delayed.
    Some people continue
    to learn from a course long after it is
    “completed.” Many former trainees remark that
    “lights went on” for six months after a course.
    End-of-course ratings do not tap that process. style="mso-special-character:line-break">




  22. When
    a course “raises the ante regarding taking
    responsibility for being an organizational leader, a
    trainee may arrive at the closing session with doubts
    about the future (“Do I want to stay?”

    “Do I have what it takes?”). Such concerns can
    depress end-of-course ratings. style="mso-special-character:line-break">




  23. Self-confrontational
    experiences can have temporary effects.
    In courses
    that include self-disclosure, feedback, risk taking, and
    confrontation, people may experience a lack validation of
    their self-concepts. The experience can be temporarily
    upsetting, and may result in low ratings. style="mso-special-character:line-break">




  24. Survey
    “report cards” put pressure on staff.
    There
    is a strong tendency to “play the ratings.” If
    training managers use survey results in evaluating staff,
    trainers may choose not to confront participants and may
    even slip into entertainment postures. Many trainers see
    end-of-course ratings as a threat. style="mso-special-character:line-break">




  25. When
    the numbers come out of the computer, many trainers pay
    the most attention to the negative results.
    They
    remember the one or two “cheap shots” that
    participants wrote on the questionnaires and discount the
    positive feedback. style="mso-special-character:line-break">




  26. Surveys
    are about judging others’ work rather than taking
    personal responsibility.
    Perhaps the most serious
    fault of end-of-course ratings is that they are upside
    down. Participants earn their salaries while learning and
    planning how to apply the learning to their work. Most
    end-of-course questionnaires encourage them to make the
    trainer responsible for their learning.


What to Do Instead


With all of these limitations,
what is to be done? Here are seven suggestions:




  • style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;
    mso-list:l1 level1 lfo9;tab-stops:list .5in">If
    you must include end-of-course ratings, clean up your
    thinking about them. Reflect often and honestly about
    their faults. style="mso-special-character:line-break">




  • If your
    manager evaluates you on the basis of end-of-course
    ratings, do something dramatically positive just before
    people fill out the questionnaire. Have
    participants’ supervisors come to the final session,
    and have each person declare in front of all the worth of
    the experience and his or her intended changes. Then
    gather the data. When they leave, quietly consider the
    degree of personal integrity in such a strategy. style="mso-special-character:line-break">




  • Stick
    with business goals. Make each end-of-course survey item
    clearly relate to organizational needs. style="mso-special-character:line-break">




  • Focus on
    self-responsibility (What did you do here?). Have
    participants rate the extent to which they took personal
    responsibility for learning practical things that they
    clearly commit to use on the job. style="mso-special-character:
    line-break">




  • Limit
    questionnaires. Since you are getting shaky information,
    why ask for a lot of it? Keep end-of-course instruments
    brief. style="mso-special-character:
    line-break">




  • Set up
    control charts on key metrics. Specify what you are
    trying to influence in the organization, set up
    measurement systems, and track changes. Establish
    acceptable limits of variation; plan to intervene in
    other ways than with training (a “low-wattage”
    intervention at best) when measurements fall outside of
    control limits. style="mso-special-character:line-break">




  • Conduct
    follow-up studies. Study training effects on the job.
    Focus on observable behavior whenever possible, and
    include multiple sources of information.



posted by jay cross on 8/8/2001 | link


Tuesday, August 07, 2001
Preconditions for learning

I asked an astute fellow to tell me about his most meaningful learning experiences. He told me his most powerful learning came upon realizing that he really needed to know something...and that he didn't. He referred to this as the "On, shit" experience.

Been there, done that. Can it be induced to encourage learning?

posted by jay cross on 8/7/2001 | link


[5/26/2001 11:18:43 AM | jay cross]
"Viviance´s commitment to the successful educational experience of the learner is at the cornerstone of its corporate philosophy."

Seven fundamental characteristics of our company´s "Education First" philosophy help ensure the audience has the highest quality learning experience:

Education: Our focal point when we partner with you. Our first question is: "What knowledge content and skills do you need to transfer and to whom?" Then we begin our dynamic approach to deliver a world-class custom designed web-based education and learning solution.

Communication: Information and knowledge should be free to flow. Using various online methods including forums, instant messaging, and chat tools, we strive to ensure that there are several pathways of communication within our web-based learning products. This communication structure melds together with the content, providing interaction between learner and instructor, and between the learners themselves.

Motivation: Learning objectives need to make sense to the learner. The learner defines their goals and can create an educational scenario, and experience around it that is both positive and rewarding. Learning should be fun!

Self-Exploration: There is more than one way to learn. We give the learners the freedom to go in the direction most appropriate for them while still giving them the needed guidance to achieve their educational goal. This allows them to find the knowledge they seek and need. As a by-product of this freedom, we understand that incidental learning may occur, thus enhancing the learner´s experience even further.

Simulation: Learning from "safe" mistakes. Using highly accurate simulated environments, complex ideas and information can be conveyed efficiently and in a way that allows users to learn from their mistakes in a non-threatening environment. Think of it as a flight simulator for everyday learning.

Customization: Meeting the learner´s needs. One shoe does not fit all. You need to provide your learners with the ability to choose their own pace and path in order to create the most rewarding learning experience.

Globalization: To be global includes the ability to be local. In order to be defined as a true global provider, you must provide the local cultural awareness you need to service your clients worldwide.



posted by jay cross on 8/7/2001 | link


Monday, August 06, 2001
The eLearning world according to Gartner

Where Is E-Learning Headed?
As e-learning technology and practices mature, expect more interactivity, greater topic coverage, and a wider range of uses.

It's global, governmental, easier to use, hosted, wireless, and up and down the value chain. As we've been saying for a year now, "Because enterprises have to view their partner's employees as its own, they should plan to provide e-learning and employee development -- including delivery and access -- for every key employee and enterprise."

posted by jay cross on 8/6/2001 | link


Sunday, August 05, 2001
eLearning Marketers, Wake Up!

Over the past six months, I've talked with the CEOs and/or marketing & sales people at Achieve Global, Andersen, Autodesk, Brainbench, Centra, Chasm Group, Cisco, Click2Learn, Communispace, Deloitte, Diamond Cluster, Digital Think, Docent, Element K, Forum, Generation 21, Global Knowledge, GP eLearning, Harvard Business School, IBM Mindspan, Intellinex, Isopia, Knowledge Mechanics, Knowledge Planet, KnowledgeWell, LeadingWay, Learnativity, Learnframe, McGraw-Hill, MindLever, NETg, OneTouch Knowledge Systems, Oracle, Pathlore, Powered, PricewaterhouseCoopers, Prime Learning, Provant, Quisic, Saba, Smartforce, SRI Learning on Demand, Sun Microsystems, TEDS, Thinq, Trelenor/ Norwegian Trade Council, Vcampus, VuePoint, and WBT Systems, and a bunch of their customers, too.

I'd explain that I was gatheiring information for a white paper focused on the payback of implementing eLearning. Forbes had commissioned the study. The goal was to inform top management how organizations are using eLearning as a business tool to reduce cycle time, improve customer service and accelerate innovation. Our premise was that CEO don't care about training or learning or buzzwords like synchronous, LMS, and SCORM. They are, however, acutely concerned about results.

I asked, "If the CEO of a major corporation walked into your elevator, and you had a forty-floor ride to get him or her turned on about eLearning, what would you say?" Four out of five responses would not have garbbed any CEO's attention. They failed to gear their message to the individual they were speaking with.

Vendors are accustomed to talking with senior management. In the past, they didn't have to. Now that the price tag for enterprise eLearning can easily exceed a million dollars, everyone's interested. The CFO is interested in different aspects than the CIO, the line manager has a shorter timeframe than the CEO, and managers of training see things differently than managers of marketing. An astute vendor must tailor the message{s) to the prospect. Consider these differing points of view:


Invariably I'd also ask for customer success stories. I have read a four-foot stack of four-color "cases studies." Most dealt only with superficialities. No detail, no numbers, no meat. They jumbled benefits meant for different audiences. It's a shame the vendor cases are so poorly prepared, for past accomplishment is the best predictor of future success. Honest, comprehensive case studies conducted by third parties could pave the way for vendors who’ve served their customers well to replicate those experiences. Conversely, mediocre providers would have a tough time getting a positive assessment. Preparing cases is an area Internet Time Group is well positioned to do. In fact, we're in the midst of writing some now. If any worthwhile vendor was the moxie to invest in it, we'd love to take cases to a higher level -- to make them an honest and effective selling tool.


posted by jay cross on 8/5/2001 | link


Saturday, August 04, 2001
Here's a desperate marketing approach from Convene:

"Be one of the first to experience asynchronous Collaborative Web-Based
Training (CWBT) and enter to win $500! That's right -- we're giving
away $500 this summer to one of our "Experience IZIOPro" participants.
For details visit us at: http://zzz2.net/UM/T.asp?A21.416.243.1.311982.

Not only could you win $500, you'll join over 300 participants who have
experienced asynchronous Collaborative Web-Based Training using
IZIOPro with our Free Online Demo."

Wow, a whole five hundred dollars. Or, assume they get 100 takers. That makes the expected value of the win $5.

Does Convene really think that people who put in an hour or two for $5 are the same people who make buying decisions for their organizations?

posted by jay cross on 8/4/2001 | link


Thursday, August 02, 2001
E-learning’s value depends on approach
by Elliott Masie

I’ve had several intense conversations recently about the quality of e-learning programmes. People will often say: “But when will e-learning be awesome.”

I believe we have to look at the field as an ever-improving art and science and place quality into that context.

Web pages from five years ago are a joke when we look at them today, but then they were exciting and business enabling. Since then, we’ve learnt how to use the medium and have begun to understand the human response to technology. And, in the same way, e-learning is getting better and better.

We have to consider several things when judging the quality of e-learning. First, don’t just compare e-learning to the classroom. Look at what it can do on its own, where it can reach people that will never get to the classroom and how it can change the process of how we share knowledge.

For instance, a telephone call is never as good as seeing and hugging a good friend, yet that does not destroy its value and quality.

Second, separate technology from methodology. Some of the constraints of e-learning are more in the technology arena, with the new processes of sharing media, such as voice and video, over the net. Let’s judge quality from a technology perspective and then also judge quality from the experience of a learning activity perspective.

Finally, remember that quality may be cultural and generational. What one person gets excited about may be very different from another person of a specific age, position or culture. I love to ask what people really like about e-learning experiences and what they hope it will “grow into” in the years ahead.

Right on, Elliott!

posted by jay cross on 8/2/2001 | link


Wednesday, August 01, 2001
MIT Technology Review: LESSONS E-LEARNED
Q&A with Richard Larson: A lot of my colleagues, who are otherwise
impeccable scientists, make statements like "there is no substitute for
face-to-face learning." I take that as a research hypothesis. Some might
say, "We all know the on-campus experience is the best in the world."
It's certainly the most expensive.

The blackboard is basically an
adaptation of cave drawings. In thirty thousand years there has been the
invention of the eraser. A lot of my colleagues say asynchronous
learning is revolutionary, but cave drawings are an example of that. The
artist shared what he knew about buffalo, or what-have-you, and the
painting made it asynchronous. The printing press revolutionized
asynchronous learning.

I have this image in my mind. In the early 1800s, the Dewitt-Clinton steam engine was invented. They had a steam engine, but nothing for it to pull, so they hitched together three stagecoaches. So they had the latest technology, a steam engine, pulling old technology, the coaches. If you take the usual learning, that's the stagecoaches. The engine is the technology available today.

The typical brick-and-mortar university is used to teaching courses as a handcrafted thing. It's been used for centuries. That stagecoach doesn't work with this bullet train engine. To do this right, you have to invest up front in the kind of course students have come to expect. But you can go too far in that direction, too: all flare and no substance.

posted by jay cross on 8/1/2001 | link


Tuesday, July 31, 2001
HBR: Time to Get Serious About Talent Management

Kristen B. Donahue

If companies are serious when they say that people represent their most valuable asset, then it's high time they started managing that asset more aggressively--and more thoughtfully. Great talent management should not be delegated to the HR department. The ideas in this article are based on a panel discussion that took place this past May at the Burning Questions 2001 conference, a gathering of leadership practitioners and management experts, sponsored by Harvard Business School Publishing. The talent panelists were Teresa M. Amabile, Thomas H. Davenport, Helen Handfield-Jones, and Laurence Prusak.

Well, duh.

posted by jay cross on 7/31/2001 | link


Thursday, July 26, 2001
Good positioning from Thinq:



posted by jay cross on 7/26/2001 | link


from Word Spy this morning:

mixed reality = "blended" (special case)

mixed reality (noun), an environment that combines elements of both virtual reality and the real world.

"In a conceptual leap that goes even beyond the idea of virtual worlds, the
Human Interface Technology Laboratory of the University of Washington will
be showing Technology in Bloom. This is an example of augmented reality. The
viewer wears goggles that superimpose virtual images onto the real world. So
you can see the actual room you are in, decorated with, say, a fetching 3-D
virtual shrub (and you don't even have to water it). ... Another mixed
reality work on display will be New York artist Camille Utterback's Text
Rain, where viewers catch falling virtual letters that appear in a mirror
image of themselves."

--Denise Taylor, "Make an exhibit of yourself," The Boston Globe, April 12, 2001

Backgrounder
----------
One of the surprising things about technology is its consistent ability to
come up with ways to make people appear foolish and downright silly. A few
years ago it was hipsters walking along the street talking into their cell
phones. Just when we were getting used to that (if, indeed, we ever did),
along came those hands-free phones that give their users a very distinct
aura of insanity as they jabber away into thin air. Next up will be "mixed
reality" computing where special glasses or headsets project an image of a
computer screen that appears to be just a few feet in front of the user. Of
course, a virtual Windows will crash just as much as the real Windows does,
so we'll be treated to the delightful site of an otherwise normal-looking
person staring intently at what appears to be nothing and all the while
cursing and gesticulating at whatever glitch has bedeviled him. I can't
wait.

posted by jay cross on 7/26/2001 | link


Tuesday, July 17, 2001
"The power of the image is in its metaphorical immediacy, in its almost frightening succinctness, in the succor it brings us as we try to understand. Understading is inherently simplification of a complex reality."

Dr. Roald Hoffmann, poet and Nobel laureate in chemistry

posted by jay cross on 7/17/2001 | link


Friday, July 13, 2001
Good thinking
THIS MONTH IN RELEASE 1.0

Postmodern Knowledge Management
(June 26, 2001)

By Kevin Werbach

People constantly exchange information, the raw material of
knowledge, with co-workers, business partners and customers... but
they do it using personal, unstructured tools such as email.
Wouldn't it be nice if companies could benefit from their own
collective intelligence? Despite this appealing premise, years of
knowledge management (KM) implementations have produced mixed
results.

The fundamental problem is philosophical. KM suffers from the
hubris of modernism: the belief we can discover ultimate truths and
organize the world according to rational principles using clever
code. It's time for postmodern knowledge management.

Postmodern KM avoids the deterministic view of knowledge that
worked at cross-purposes with human nature. Instead, it operates
within and on the basis of existing behavior patterns, mining
conversation streams and relationships automatically to incorporate
structure and context into the information human users already
manipulate. It fosters human intelligence and interaction rather
than trying to replace them. In the end, postmodern knowledge
management isn't about management at all, because management
implies external control. The goal of postmodern KM is simpler yet
deeper: leveraging people.

a postmodern approach to KM
(though few frame it in those terms). Several automatically parse
email messages and other internal content to draw out useful
context and associations. Others identify useful information based
on content mining and user recommendations, add workflow directly
into email messages or derives pattern from open-ended online
customer feedback. Finally, some tools build on Weblogs as a
powerful Web-native tool for knowledge sharing.

Companies and products covered include:
- Lotus Discovery Server
- Groove Networks
- Microsoft SharePoint
- Newknow
- Recipio
- Abridge
- Tacit Knowledge Systems
- Krypteian Systems
- EcoCap
- Zaplet
- Neomeo
- Onclave

To SUBSCRIBE to The conversation continues email list, please visit
.

posted by jay cross on 7/13/2001 | link


Monday, July 09, 2001
Standards

Judy Brown's home page

posted by jay cross on 7/9/2001 | link


Sunday, July 08, 2001
Games!

posted by jay cross on 7/8/2001 | link


This post incorporated into Learning page.

posted by jay cross on 7/8/2001 | link


Reconceptualizing Learning

We really don't understand how people learn. Marc Prensky's Digital Game-Based Learning lists these explanations:

  • Learning happens when one is engaged in hard and challenging activities.

  • Learning comes from observing people we respect.

  • Learning comes from doing.

  • Learning is imitation, which is unique to man and a few animals.

  • Learning is a developmental process.

  • You can't learn unless you fail.

  • Learning is primarily a social activity.

  • You need multiple senses involved.

  • Learning takes practice, says one. No says another, that's "Drill and kill”

  • People learn in context. People learn when elements are abstracted from
    context.

  • We learn by principles, says one. By procedures, says the other.

  • They can't think says the one. They can't add, says the other.

  • Everyone has a different Learning style."

  • We learn X percent of what we hear, Y percent of what we hear, Z percent of what we do.

  • Situated learning, says one. Case‑based reasoning, says another. Goal‑based learning says a third.
    All ofthe above, says a fourth.

  • Learning should be fun, peeps the girl in the corner. Learning is hard work, answers another.

  • We learn automatically, from the company we keep, says another.

  • People learn in "chunks."

  • No, "chunking" removes context.

  • People learn just in time, only when they need to.

  • People learn aurally, visually, and kinesthetically.

There's more going on here than meets the eye.

Learning is changing one's mind by adding new stuff, repudiating old stuff, or by making connections. But how does one change one's mind?

Metaphors We Live By posits that all thoughts are relative. And most are expressed in words. This aligns with the popular wisdom that we learn from stories.

The Mind's Past talks about the internal conversation always going on in our heads. Listen for a minute. Yeah, that's it. The book also describes a mediator between the brain and the mind called "the interpreter."

Let's call the subconscious, autonomic brain simply "the brain;" it's attached directly to the senses. The conscious, aware portion of our gray matter, we'll call "mind."

The brain gets sensations first. It rejects most of this sensory input and makes basic decisions about what to do next. Later, "the interpreter" creates a story to provide a rational explanation. The interpreter weaves together a plausible story to bullshit the mind into believing it's rational and in control. In fact, most decisions are made before they enter consciousness.

Got that? Your don't make up your mind; your brain makes up your mind. Its interpreter spins yarns the way you do when recounting a dream. A lot more of the brain comes with mechanics "factory-installed" than we like to think. As Bernard Malamud has observed, "All biography is ultimately fiction." Gazzaniga says, "Autobiography is hopelessly inventive."

Changing one's mind consists of convincing the interpreter that the facts of the matter or memories of the past or one's self-image or the rules of the game haved shifted. The changed interpreter puts a different spin on the stories it tells, for those stories must seem internally consistent. The stories must also maintain the fiction that the mind is calling the shots, not the brain.

What might be the nature of this interpreter? Clearly, it needs an image of who its owner is and what the owner is capable of. I'll call this the secret resume, for like a printed resume, it's a very selective and self-serving sense of one's past. The interpreter also needs a worldview or meme library, the rules by which things operate. And the interpreter must retrieve memories, for this is the content of thinking. Changing either the secret resume, the worldview, or the memories changes the interpreter's stories. This is learning.

The Mind's Eye tells us that "the brain is not primarily an experience-storing device that constantly changes its structure to accommodate new experience. From the evolutionary perspective it is a dynamic computing device that is largely rule driven; it stores information by manipulating the value of simple arithmetic variables We are a finely honed machine that has amazing capacities for learning and inventiveness. Yet these capacities were not picked up at a local bookstore or developed from everyday experience." They were, as the author says, "factory-installed."

Our brains have a built-in macro library from which they select responses to environmental challenges. "We don't select sentences preformed, like Tickle-Me-Elmo dolls. Rather, we put together fragments to form the whole. So, too, with our thoughts. We think by selecting objects." Our memes are constructed from meme-objects, the grains that add up to a beach of thoughts.

There's a hierarchy in learning, e.g. Bloom's taxionomy. To me, I think of changes to the heart (emotion-laden, deep inside, self-image), which primarily impact the secret resume. There are changes in the head (explicit = facts, implicit = memories), which are matters of facts and rules. And there are changes in the hands (tacit, manual skills, automatic functions) such as bowling or painting.

[break. Next section to address how to effect change in heart, head, & hand.]



posted by jay cross on 7/8/2001 | link


From: stephenlahanas@c...
Date: Tue Jul 3, 2001 7:09 pm
Subject: Top 10 List For Facilitating Student Interaction


These are some of my favorites anyway,

1 - Make the interactivity a required part of the course - specify
this on your course syllabus and designate a percentage of the grade
for online participation.

2 - Further require that half of the interactivity must be between
students rather than only with the group moderator. Set a realistic
number of interactions for both categories (say 20 each per quarter
for a total of 40)

3 - Carefully focus the discussion arena by setting topic boundaries
from the get go. This can be stated within the syllabus and on the
web board site. Posts that deviate to non-related issues can then be
disqualified towards the fulfillment of the participation requirement.

4 - Be an active moderator - You're the instructor, this is still
part of the class, show the students how important it is by adding
new material every day or so and interacting as much as possible with
them. This very much needs to be a directed activity.

5 - Support that further by designating "topic owners" (individuals
or small groups from the class) that are charged with leading
discussions on the board.

6 - Set Conventions for topic posting, (on the site and on your
syllabus). This could include word limits and more importantly naming
conventions for posts. A naming convention will prevent situations
where all of the posts look like "RE:RE:RE:etc."
A good convention might be the title of the original topic (or
designated topic) : added information. For example,

Top 10 List For Interactions: Web board feature configurations impact

7 - Set up an alternative navigation index for your topics. Listing
out major topics in advance on the syllabus and setting up an HTML
index in the web board to find them quickly helps folks get
acclimated to the new environs. Usability improvements will increase
participation.

8 - Bury hidden treasures in the board - and tell the students that
they may be quizzed on materials or interaction that is ONLY
occurring online.

9 - Don't drive yourself crazy if everyone doesn't participate - in-
class participation rates are generally low anyway - if you can match
or slightly surpass those you've made a real breakthrough.

10 - Use other tools to help supplement the experience: Chat, instant
messaging, an online synchronous class here and there, poll features
if they have them - all of this will allow the students to feel more
comfortable using learning technology in the extended classroom.

Copyright 2001 Mayacom, inc.



posted by jay cross on 7/8/2001 | link


From: stephenlahanas@c...
Date: Wed Jun 20, 2001 9:00 pm
Subject: Article - Top Ten Mistakes in Implementing Learning Solutions

"Top 10 Mistakes in Deploying E-learning Solutions

Mistake #10 "Researched to Death" - Fear of the unknown often leads
to the decree - "research the issue," even when an immediate need is
present and workable solutions are at hand. The research phase could
be just as well avoided in nearly every case by merely supplanting it
with a pilot project. The need or desire existed, else the powers
that be wouldn't have authorized funds and personnel to research how
best to go about the task.

Typically, at the end of a pure "discovery" phase, nothing has been
discovered beyond the marketing hype of companies wishing to sell
their product irregardless of any specific needs. The researchers are
not one step closer to understanding how to deploy their solution.
That useful information will only appear through pilot projects and
requirements gathering which comprise the pragmatic jumpstart for any
e-learning solution.

Many necessary projects are stalled or killed as the diligent
researchers become "industry analysts" rather than learning solution
practitioners.

Mistake #9 "Feature Envy" Often, this mistake is a direct result of
mistake number 10. As researchers become experts on the competing
feature-sets of e-learning software, it becomes glaringly apparent
that none but the most robust feature-set could possibly meet their
needs. This inevitably leads to price quotes from those software
companies that shell shock management into their foxholes - "it cost
how much?" Usually, the examination of whether all of the features
were (really) needed for that organization simply didn't occur.

Mistake #8 "Family Feuds" E-learning tends to cross multiple domains
in organizations. It is not only the province of the training and HR
groups, it is closely tied to the technical folks as well and often
even to marketing and sales. So, who's in charge? If it is a prestige
project everyone will want a piece of it and more than one group will
vie for control.

A little healthy competition never hurt anyone, right ? Wrong.

Putting together something as complex as an enterprise-wide e-
learning solution requires a significant amount of coordination and
cooperation. Roles and responsibilities should not be left "up for
grabs." Organization can be achieved one of two ways; through a top
down management dictated project structure or through a committee-
based approach. Whatever approach is chosen will be far superior to a
free for all. And of course, the best possible time to deploy an
enterprise-wide project structure is at the beginning.

Mistake #7 "No Raison d' etre" Why ? A simple question, but sometimes
it isn't asked. The first question that must honestly be answered
before going anywhere is whether or not the organization really needs
an e-learning solution. Having an advocate telling them they do is
not good enough. Answering this question also gives the solution a
solid foundation as all parties can look back at precisely what
factors triggered the decision to move forward.

In most cases, the primary justification is a combination of cost
savings and increased accessibility to training that could not have
been achieved otherwise. The potential cost and complexity of the
solution should not outweigh these perceived benefits.

Mistake #6 "It's Never Good Enough" - The Obession for Quality Like
El Dorado and the fountain youth, the quest for quality in education
is never-ending and as yet no one can honestly claim that
they "found" it. We should strive to do better, that's what life is
about, but there comes a point in our work when we must make
compromises and simply produce something by the deadline.

Education is an art and a science, we use methodology and panache
with equal measure to deliver memorable presentations that help other
people learn. How is the quality of our work measured ? Very poorly
and inconsistently for the most part. Students give feedback and
ratings or take assessments to determine what they remember. But is
this short term memory being tested, true skills being assessed or
are we engaged in popularity contests ? Who knows.

I once taught with a technical trainer who was a professional
magician. He began each class with a magic trick, did more tricks
during the breaks and for the finale showed off a spectacular bit of
magic at the end of the class. He always received the highest
rankings in learner satisfaction: did this mean he taught better ? To
the extent that his class was awake, and enjoying themselves, taking
an active role in the experience, I'd say yes.

How can we reproduce a "magical" classroom experience of any sort;
does every experience have to be magical to get the job done ? The
truth is we can't all be magicians but we can do the best with what
we have in the context of our projects and nothing more. The content
doesn't have to be perfect, it does however need to "be" - so produce
it and worry about making it into a masterpiece later. It is better
for the learners to get the knowledge they need when they need it,
than to waste effort devising the "perfect" way to present that
information.

Mistake #5 "Users or Learners?" The world of e-learning has fused
the "user" and the "learner" into one. The learner now uses a
learning application. The distinction is important. We as developers
of learning solutions must understand that there are non-pedagogical
hurdles to be dealt with in order to successfully convey information
to its destination.

Human factors and learner centricity must merge. What can happen
though, is an emphasis being placed on one aspect and not the other.
An IT focused approach for example, could develop a user friendly
environment but one which fails to support certain learner needs that
are familiar to training departments. Thus is highlighted the
absolute requirement for all elements of an organization to work in
unison during the developmental phase of the e-learning project.
Coming together for QA testing will be too little, too late.

Sometimes, neither the user or learner as such are directly
considered or involved in the solution development process. In these
cases, assumptions about what they need and can handle have been made
with the hope they'll be borne out after deployment. Bad idea.

Mistake #4 "Content is Content, right ?" In a word, no. The issue
here is not one of style or quality, but rather of format. There are
a multitude of authoring tools on the market, many of which produce
output that does not conform to emerging industry standards. The last
thing anyone wants to do is rebuild old content simply to satisfy
conversion to another proprietary system.

Content issues must be addressed at the beginning of any e-learning
project, these factors will determine the success of your effort
since content production is by far the most expensive part of the
solution.

Mistake #3 "Solution Integration, we can fix it later" While content
production is costly, integration of technologies or worse, the lack
thereof, can kill a project in a heartbeat. Unfortunately, the list
of solution integrators is a short and includes several big five
consulting houses. Worse yet is that $250 per hour, per head is no
guarantee of success. Those with the most experience at this sort of
thing learned it in-house the hard way.

If you opt for small fixes you generally find those fixes tend to
grow and become expensive in themselves and you will still face the
nagging realization that it will all have to be replaced.

There is only one way to avoid this trap - choose an infrastructure
(the simplest one possible) and make a multi-year commitment to it.
Make a clean transition with the old solutions phasing them out as
rapidly as possible. Avoid pushing the new solution beyond its normal
limits for customization - (i.e. stay out of the software business,
don't develop solution elements that you'll eventually be unable to
support, and that no one else will support either). All of this must
be weighed against many factors not the least of which is your
content situation.

Mistake #2 "What was this supposed to do?" Did anyone set clear goals
for the effort at the beginning ? The very best way to justify
something is to measure it against the expectations set for it from
the outset. Did it do what is was supposed to in this timeframe ?
Even better, attach dollar figures to the analysis and show how much
money was saved and perhaps how much revenue was generated with the
solution and then match that against what things were like without
it.

Securing management or business support is not a one time effort - it
is continuous process. The longer it continues, the more
institutionalized and accepted the solution becomes. E-learning is
not and should not be "disposable" or "expendable," but we must prove
that in business terms.

Mistake #1 "Big Bang Chaos - Shifting paradigms and colliding
domains" There is one thing in common in every e-learning project
I've seen: "confusion." This is not a flaw per se, just the natural
side effect of working with emerging technologies across
heterogeneous groups. These groups are not used to working with one
another in any context, and then to be thrust side by side on a
learning solution effort can be quite a culture shock, a "when worlds
collide" scenario.

The mistake most often made is "added entropy", when participants in
their attempt to resolve problems generate even greater complexity.
This happens when members of the various groups hold to their unique
lexicons, philosophies and methodologies, preventing a unified
approach. Even worse, many try to invent new terms and approaches
born out of their domain expertise and insist that "this is the way"
E-learning should evolve.

Simplicity can make the difference between success or failure. All
parties must agree to a shared view of what it is they are doing.

copyright 2001, Mayacom, Inc [e-learningleaders.com]



posted by jay cross on 7/8/2001 | link


LMS selection, from ROI Leaders

Date: Thu, 05 Jul 2001 20:37:16 -0000
From: stephenlahanas@cs.com
Subject: Top 10 things to ask youself before buying an LMS

Not in any particular order:

* How much do I have to spend, how stable is that budget ?

* Can I do what I want without buying an LMS ?

* Does what I want to do match what I really need to do ?

* I am expected to generate revenue with this learning solution and
if so when & what % return ?

* Are there any existing systems I need to replace - is integration
an option or a requirement ?

* When, if ever, do I expect to deploy LO (learning Object) content ?

* Do I need to have unique assessement and reporting capabilities ?

* Who will run the project, who will run the system and what is their
operating budget ?

* What are the contigency plans if the LMS vendor goes under or
discontinues the product ?

* Do my people have the skillsets to handle this thing or do I need
an ASP ?

posted by jay cross on 7/8/2001 | link


Monday, July 02, 2001
David Gelernter, quoted in the NYT today:

"Working together, named files and hierarchical folders have turned modern desktop computers into electronic versions of a 1940 Steelcase file cabinet," he said. "We do the filing; we do the organizing; we do the retrieving. Why do we put up with it? How many of us wanted to grow up to be file clerks?"

Fixing the file folder system might seem like an awfully small target for one of the most respected figures in computer science. But the issue and the design decisions that led to this current state of affairs are as fundamental to computing as they are intractable.

And now Mr. Gelernter wants to sell us all a solution: Scopeware, a set of computing tools for helping information organize itself in ways that users can readily understand. The system, which made its debut in March, takes all the documents of a business (or, in a version still to come, of a single user) and works quietly alongside current software to organize every new document into a "stream" in the order the documents are created.

Onscreen, the stream looks like a long row of icons receding into the past: word processing, e-mail, presentations, spreadsheets and more, identified by little symbols and a few words. Move the cursor over any document and a representation of it shows up in the lower right corner of the screen; a mouse click brings the full document up in its original form. The stream can be dipped into, and the documents sorted in a number of ways through powerful search tools.

The Mirror Worlds team has designed the system to accommodate business computer networks, mobile laptops and hand-held devices, diverting the stream wherever it is needed. The effect of having everything in one place, Professor Gelernter says, is a new ease in finding individual documents that are now scattered among many applications. More important, he says, the stream forms a kind of narrative: it tells a story.

"We sometimes forget that the basics of information management don't change," he said. "We think and talk and listen; we read and write and look at pictures. That was the essence of information management in the 13th century, and it still is today. Computers can put us in touch with the world and, more important, with ourselves."

First we make our habits, then our habits make us.

posted by jay cross on 7/2/2001 | link


Sunday, June 24, 2001
Singing my P2P song...

Dan Gillmor: "Businesses are beginning to realize that ad-hocracies, typically small groups, are the place where some of the most creative thinking gets done. People out at the edges of organizations, communicating with each other and their counterparts at other organizations, inevitably find ways around corporate bureaucracies."

posted by jay cross on 6/24/2001 | link


Saturday, June 23, 2001
CIO eLearning Research Center

Links to many useful articles. "Ask the Expert" series by Harvi Syngh. Book reviews.

posted by jay cross on 6/23/2001 | link


Friday, June 22, 2001
Message: 4, Digging Deeper
Date: Thu, 21 Jun 2001 19:49:17 +0200
From: "Trond Kristiansen"
Subject: Resources on Learning Content Management Systems

Hi all,
I gave a presentation on learning objects and content objects seen in light
of Learing Content Management Systems at a conference in Oslo last week.
Since there seems to be quite a buzz about these LCMS and their connection
to Knowledge Management.

I counted about 15 different LCMS and they are very different systems.
However these systems all share similarities such as a: learning object
repository, aotomated authoring application, dynamic delivery interface and
an administrative application. They all support spesifications and standards
such as XML, AIC, SCORM and IMS. Some have integration kits towards LMS and
VC systems.

Some of these systems have problems and are for sale, probably because it
has been hard to get venture capital in these VC times. Both Click2Learn and
Centra have aquired LCMS. Other traditional LMS such as Saba with their Saba
Publisher (developed by Triviantis), and Docent with their content server
are now offering content management. Gartner Group predicts that content
management is going to be a big battle.

Resources:
The Content Management System. A New eLearning Market Segment Emerges,
IDC White Paper May 2001

Managing Knowledge with Learning Objects. The Role of an e-Learning Content
Management System in Speeding Time to Performance. WBT Systems White paper.
May 2001. Download fra WBT Systems .

E-learning payoff is performance. Think organisationally but act
individually
. April 2001

Evaluating Learning Content Management Systems (LCMS), Peer3 White paper,
June 2001

Rules of the game. Learning content management systems promise to change the
way people learn online.
Will they deliver? Online Learning Magazine, June 2001

LCMS=LMS+CMS [RLOs] - How does this effect the learner? The Instructional
Designer?
Elearningpost.com May 2001

Learning Content Management Systems. New technologies for new approaches
Elearning Magazine, March 2001

E-learning Analysts Recognize Learning Content Management Systems, May 2001

"The Instructional Use of Learning Objects" (Online version) see:
Lots of good stuff here.
-Wiley, D. (2001) Connecting learning objects with instructional design
theory: A definition, a metaphor, and a taxonomy.
- Martinez, M. (2001) Designing learning objects to mass customize and
personalize learning.

A Primer on Learning Objects, ASTD Learning Circuits by Warren Longmire

Learning objects pioneers, ASTD Learning Circuits by Tom Barron

posted by jay cross on 6/22/2001 | link


Thursday, June 21, 2001

Despite the NASDAQ downturn, a new technology trend is making its way into pundits and technology vendors' hearts: peer-to-peer (P2P) computing. The Gartner Group says P2P will “radically change business models.” Andy Grove, chairman of Intel, calls P2P “a revolution that will change computing as we know it.” And vendors such as Lotus, IBM and Hewlett-Packard are rushing alongside Intel to build P2P applications. Yet this type of computing and its repercussions on the IT community are still not understood by many people.

How does P2P fit into the enterprise?
P2P proponents say that businesses can save billions by using distributed computing setups that take advantage of unused bandwidth and resources. Messaging tools and affinity communities can open up intellectual property and data that are otherwise hidden in departmental offices and servers. Now that knowledge management is such a big priority for so many companies (80 percent of the world’s biggest are dabbling in KM, according to PricewaterhouseCoopers and the Conference Board), businesses can reap benefits from P2P that they don’t care to measure in dollars.

What problems do CIOs have with P2P?
Security remains one of the biggest issues. Because P2P is ad hoc and decentralized in nature, IT departments can’t have the same level of centralized control they have with client/server setups. This is where some P2P users have introduced servers, so they can hold on to some central control, as well as provide security for when users of messaging and affinity communities can contact people outside the firewall. CIOs may want to consider further security precautions, such as watermarking, which allows for authentication of a given piece of software.

posted by jay cross on 6/21/2001 | link


Friday, June 15, 2001
ASTD handouts

ASTD photographs, click download images, user: client, password: 1234, foler ASTD 2000

posted by jay cross on 6/15/2001 | link


 



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