Does any one know anything about open source qualitative research tools?

As I am in the midst of my dissertation data analysis, I keep thinking that there has to be an easier way to do the data analysis than to cut and paste coded data (using the tracking and comment function of word) to do my data analysis. The problem is that I need to maintain a certain degree of privacy in my data analysis as per the IRB (Institutional Research Board) at our school. While I have access to data analysis programs at the university, I can't use them securely.

So after reading Michael Hanley's series on open source elearning, I began to wonder if perhaps there are some open source free research tools. Why do qualitative research tools cost so much? And why aren't universities trying to develop free research tools for others to improve the quality of research?

Valuating expertise

Ken Allen had an interesting post recently about expertise . I have become very interested in expertise as its definition within a group seems to be a key element in collaborative writing and knowledge creation.

Specifically, how "expertise" is defined varies among group members based on their professional development, the politics of the organization and department, and their own epistemology (often a result of schooling, culture, and reference groups).

The problem is that defining expertise is often implicit. As a result, when interacting with others, decision makers will impose their own definition of expertise if they don't first interact with those who will be impacted by their decision. If a decision maker's definition of expertise is different than the stakeholders, there will be discontent and the appearance that the decision maker is inept (after all, s/he should not make "stupid" decisions based on "false" data).

This is especially true when there are multi-generations. Some of the older expertise may be undervalued by younger stakeholders and some of the younger expertise may be undervalued by older stakeholders. Rather than merging the expertise, taking out the best for the situation, one or the other will be discounted.

This recently happened to me (and it is not the first time). As an expert on instructional technology, with a deep level of experience in multiple contexts, you would think that a school would reach out to have my input on instructional technology and its instructional design. Instead, my daughter worked on a distance learning component of her school (high school level) yesterday, experiencing a number of factors that are common mistakes made by first time distance learning instructional design. As I mentioned before, this is not the first school to discount my expertise because I am a parent (you wouldn't understand, you only have college level experience, you're a parent...not a teacher).

I am disappointed because I expected more from the school as it is an alternative school. However, upon reflection I realized that there are different definitions of expertise working here and that admitting a lack of expertise is a difficult as redefining "expertise" and "knowledge". There needs to be tools, especially in the current "objective" standardized educational system the US has been moving to, to allow for new ideas, new ways of doing things, but also the maintenance of old ideas and ways of doing things that may still work in different situations. One advantage of the current technology is that there is a more permanent record of not only new ideas, but old ideas as well. I need only peruse my blog as I develop my syllabus for next semester and see what worked, what didn't, and what situations I might need to deal with next semester.

I am especially concerned with the current recession, as the 50+ workers are being laid off, that some of the time tested ways of doing business will be thrown out (the good with the bad) and the same mistakes will be made (and covered up). Let's hope that the amount of expertise that is out there will be used rather than wasted.

Professions and expertise

My current research has made it obvious that in the workplace expertise in the profession is equated with "knowledgeable" or "intelligent." A specialist often is hired over a generalist. However, is this truly the best use of organizational resources?

My husband was complaining that the last 3 consultants (specialists) that his department had hired have not worked out. Why? Because they are not able to take initiative and see the big picture. They can do their small piece as long as they receive direction outside of their specialization. They don't take the time to figure out what is needed outside of their small scope of work.

In looking at cross specialization, I have found that there is a long time frame for those from different professions and specialties to create shared knowledge. The reason is that initially each person comes in with their own sense of what is viable knowledge, often based on their profession. Even if these divergent ideas can be combined, there is also a need to create a shared understanding of the task and knowledge from the various departments.

It would seem to me that the first step in any group work should be to create a shared understanding of knowledge, standards, and group processes. This means that any use of a wiki or google docs for example, should begin with some discussion as to what and whose standards for knowledge will be used. This may take some time, but I would think the outcome would be a much deeper understanding and creation of knowledge.

Unfortunately, I am finding in our fast paced world, this is not considered good use of time. It is hard to measure "outcomes" especially if the group will not stay together. Of course, if an instrument were developed to measure the impact the knowledge would have on company production (like the multiplying effect in economics), then this time spent would have some economic basis.

Is our educational system aiding in creating the flu pandemic?

Many may have noticed that I haven't written a blog for a while. My kids went to a school dance a couple of weeks ago and 4 days later came down with (most likely) the H1N1 flu...along with 400 others. I guess the school was lucky it was only half of the 800 at the dance.

My daughter actually attends an alternative school in the school district (for science and technology) and my son went as a guest of one of his elementary school friends. My daughter's school, a technology based, project based, group learning based school which draws students from multiple locations in a 200 square mile radius, requires students to continue to check into school and expects sick children to keep up with their work while they are ill. As a result, my daughter went back to school fever free, but still not well as we were having internet connection issues. The school is still unprepared for the students coming down with the flu. Even before my daughter got the flu, her work was affected as there was always a team member sick from the first week of classes. However, as there is a greater critical mass of students coming down with the flu, a letter has finally come out outlining what students should do. This still does not address how those that are WELL or teachers should handle classes and projects that can't be completed because a majority of group members are ill.

The high school where the dance was held initially sent out a letter stating that the flu was the "general flu", not h1n1 despite the rapid spread of the illness. They did not shut down the school, despite the fact that a quarter of the students were ill. The next day a "clarification" was sent out in conjunction with the health department which began to monitor the situation at the school. In fact, there were no other confirmed flu types in the county (although there were some in other nearby regions). So most likely, any flu students from the school came down with was h1n1.

My son, being a typical teenager, did not tell anyone at school that he was feeling feverish. His driver's ed teacher had told them that the flu was not an acceptable excuse to miss class. If that wasn't bad enough, that evening my son played a soccer game which he had been looking forward to for the entire season. So he played, then proceeded to shake hands with the opposing team, and went home where we discovered he had an 102 fever.

What the flu reveals about our schools and healthcare system

I recently heard an interview by the head of the CDC who said that they were recommending the schools not close down because students were safer in school (healthy) than unsupervised (also healthy). This reveals the role that education has taken in the US. Schools are safe havens from communities that have broken down and duel working parent families (or single parent families). No longer is school just a place to educate students. So shouldn't we be putting more money into after school programs, family and student support services, and even healthcare?

My own experience at how the different approaches the colleges in which I work take demonstrates the different approaches the healthcare system can take. At the one college, students see health professionals, initially at the health center. However, as more incidences of illness has begun to take place, there have been emergency health screening available at the dorms. On this campus, we have diagnosed strep, the two different types of flu, and mono (a common occurance for college students). Students are put on medical leave, sent home, and not allowed back until they are feeling better. Surprisingly, there has been less long term illness (from students in my class) and my students seem much healthier than I usually see this time of year. It will be interesting to see if they perform better, as they are allowed to heal.

The second school has only self reporting, with very little diagnosis of the illnesses. The health center does not really see any cases as they don't have the man power to do so. My classes for the last 3 weeks have really diminished. In some cases, at other colleges, I have heard about incidences in which professors will fail students for x number of absences, whether they were diagnosed with the flu or not.

Our society believes that it is better to "work through" any illness. This is in line with our "hard work" values, individual over group (you wouldn't go into work to infect your colleagues if you valued the group), and our relationship with nature (we can overcome nature, work through illness). In addition, we have a tendency in our healthcare system not to seek treatment until it is critical, nor do we want to overwhelm an already overwhelmed system. On the part of education, our society reinforces these values in the school. We need to "get through content", keep students safe, and keep pushing the envelope for student achievement.

However, perhaps it is time we start investing in a healthcare system that can meet the challanges of the unexpected. Perhaps we should start providing healthcare and "sick beds" in schools for those times when parents feel they can't take time off. Perhaps we as a society should allow parents to take the time off for family illness and start developing protecals and infrastructure for work from home.

And for anyone who gets the flu, don't go back to work too soon. While I only had a fever for one day, and had been fever free for 3 days before I went back to work, it took me a good 2 weeks to feel healthy again. The same was true for my children.

Writings of a harried 21st Century mother!

There are so many topics that I would like to write about, but lately, my mind does not hold a thought for more than 5-10 minutes.

In any given day, I

• am teaching. This semester I am teaching the 18th different course I have taught in the last 20 years, in consumer behavior, in the marketing/management department. I have two sections of 33 students in each. I teach in the communication department at a second university where I have been for the last 5 years.
• writing my dissertation (although this seems to be on the back burner more than front in my thoughts). I am in the "brain explosion" phase as I try to take my analysis and figure out what it means. I have bits and pieces of insight, but now I'm trying to pull it all together to make sense out of it.
• teaching my son to drive (as he does not want to drive with his father who makes him nervous and my husband does not to drive with my son who makes him nervous). Of course, my son makes me nervous also, but I have learned how to appear calm and respond to his mistakes with gentle instruction so he doesn't panic and drive into a tree or another car!
• attending soccer games, working concession for the team, or picking my son up from soccer practice.
• driving my son and/or daughter to the school dance, football game, or the store to pick up something for school
• driving my daughter to dance class
• meeting with or communicating with one or both of my children's teachers about some issue with school
• or correcting papers, writing papers, or checking my emails

Occasionally about 3-4 times a month, I am checking in with my mother. But I have to prepare myself for those calls to my 83 year old mother, as I still revert back to the old triggers from my childhood.

This of course is in addition to the regular house hold chores of cooking (with the exception of soccer night games, the whole family eats together, but I cook dinner every night whether we eat together or not), grocery shopping, cleaning, wash, dishes, and helping out with the occasional homework question.

I am tired! I know I am not the only one in this position (at least I don't have to run my own business like Karyn Romeis, now are my children totally dependent on me like Janet Clarey). But I do want to apologize now if my blogging is a bit on and off again in the next few months.

Dumbing down in the World? Defining "smart"

Let me start with a question to reflect on. Make sure you think of this before you read on. Think of the teacher that had the greatest impact on your learning throughout your life. How did they influence you? What did they do to influence your learning? What characteristics did they have?

Now read on.

I recently had a conversation with my adviser about "good teachers." He begins his introduction to teaching course asking his students to reflect on these questions. This conversation came back as I read a post by Ken Allen on "Is the world dumbing down?".

In the post, he has a clip of Branford Marsailis who speaks about what he has learned from his students. Basically, he says he has not learned anything, as his students just want to be told they are good, and don't want to work hard to learn. My adviser also mentioned how one of his students felt that much of teaching education focuses on the "touchy-feely stuff" and not on the learning outcomes.

This got me to thinking about which teachers had influenced me the most. There were four teachers who had the greatest impact on my learning. One thing that they had in common was they challenged me, but always let me know that they had confidence that I would meet any challenge.

Miss Relation was my reading and 3rd grade teacher. I can still remember when she was so impressed with how well I did with multiple digit multiplication and complex math concepts (such as sets). As I learned to read, she would always re-enforce it with, "I knew you could do it. See?" But she would never take, "I can't" as an excuse. She was in it with me, guiding me, having confidence that I could do it.

Miss McDonough was one of the toughest teachers I had (5th grade), but when I accomplished something, she would let me know how proud she was that I stuck with it and was able to master it. At no time would she give up on any student. You would achieve her high standards or she (and possibly you) would die trying. Her utter confidence in every student (I never heard her say a negative thing about a student...they weren't smart, they were lazy, what were they thinking?) made you want to show her you could do it.

My middle school math teacher was the first to let me know that I was really good in math...during a time when women were not expected to be good in math. Everything that we did, he would point out the good job I did. This confidence in me, made me confident in myself and I excelled in math as a result.

Finally, one of my professors in graduate school, allowed us to co-create our own curriculum. I loved this class as the students found the readings, presented the content, but were guided by very insightful questions from the professor. He treated us (master and Ph.d students) as knowledgeable students that he could learn from. Some of his questions would make you stop and think (and sweat if you weren't prepared). He was very low key and respectful of the students, which made you want to do the best you could. I still remember many of the discussions we had in the class, and the project I worked on (tariffs and counter-tariffs for the Steel Industry).

Another trait that all of these teachers had was that they knew ME and what I needed to learn. They did not use a cookie cutter approach to teaching and took time out to know what I knew and how I thought. They then used this to help me learn better.

What I learned from poor teachers

Likewise, the teachers that I look on with humiliation and anger, even to this day, taught me what a good teacher does not do.

As I mentioned in my comment to Ken:

"Dumbing down" is in the eyes of the beholder though. What is important is that in the US at any rate, we have begun to classified "smart" or "knowledgeable" as being able to take standardized tests about basic facts (i.e. math formulas, defining terms, and writing in a standard format regardless of audience or purpose). We have also relegated anything outside of math, science, and technology as "fluff" and not real knowledge.

The teachers that impeded by learning only looked at the standards and never bothered to look at what I actually knew. They also had a very narrow view of what "learning" and "knwoledge" was, then labeled those outside of those norms as "not quite smart". I can remember being moved from the "smart" reading group to the "slow" reading group in 1st grade. The major problem was that the teacher taught reading in one way only, and those that did not learn that way were then labeled "slow". It was humiliating for me and I lost all confidence in my studies. She always made it know who the "good" students were and who the "bad" students were.

These teachers also tended to have only the curriculum and book learning, with no abstract or creative activities in the classroom. Students did what the teacher wanted them to do ONLY or else you were a poor student. I remember a home economics teacher telling me how disappointed she was in my cooking class because I didn't follow the recipe exactly. My classmates all liked my changes (for the most part, sometimes they ended in disaster though), but I did not "follow directions."

Finally, the most difficult teachers that really turned me off to learning were those that seemed to exert their power over me as a student. They always had a way of making sure I knew they were in control and knew more than I did, so I should not ask questions of them or interrupt their class flow. In fact, years later, I realized that they did not like me to ask questions because they probably did not know how to answer them.

Dumbing down the World? Or a new way to assess learning?

In some ways, I do think that we are "dumbing down" in the world. But not in the traditional sense. I don't think that a grade these days is complex enough to assess a student's learning. I don't think that many of the teachers from which I learned the most (I still can remember many of the lessons 30-45 years later) would be able to keep up with the "testing". In fact, some of my daughter's teachers that had the qualities I look for in a good teacher were considered "poor" by some parents because their students enjoyed school and the kids did not have enough homework at night! (Even though their students tested high on standardized tests).

The new educational reforms in the US still focus on these simplistic quantitative tests and pitting teachers against students and parents. I have just read about community schools, however, which I hope with create a new educational environment that is based less on numbers and more on learning.

The dangers of good communication in the networked society

This week was very busy in our region as the president came to one of the community colleges in the region. It was very exciting as both my children were able to listen to his speech, the president's motorcade went by the son's school, and one of my daughter's teachers attended the speech live (they had a police escort for their school bus from the farm where they were doing scientific field work so she could attend in shoes borrowed from one of the students as she was wearing heavy boots coated with mud!).

I took the time out from my day to listen to the speech as it was telecast live on our campus. But for the second time now, I have been disappointed in one of the president's speech. Upon reflecting about my disappointment with the president's speech, I realized what the problem was. I feel as if there is a role for me to participate in the healthcare, economic, and educational discussions going on at the federal level. The White House has done a good job of setting up incoming messages. However, I feel they need to close the loop. I feel as if my messages posted on their site is just one out of a million (just like buying a lottery ticket) and it just goes into the cyber black hole. How are my posts any different than discussing my opinions with my husband as we watch the president speak. I KNOW my husband's not listening to my remarks and could care less about MY opinions. Rather, my husband would like to get HIS point across and have me agree with him. Although it took a number of years of marrige to figure it out, now I just agree with him and keep my opinions (if they are contrary) to myself.

I feel the same way with the communication system the way it currently is set up at the White House. I don't see an online community developing where there are public discussions of what others have posted, nor is there anyone facilitating these discussions online. The closest has been links to blogs where there are some discussions. Likewise, when you send an email comment, you are put on the listserv, but you don't get a message saying, "Thank-you for offering your opinion on ....(the issue, which can be electronically generated). The messages ...(explain what happens to the messages: chosen randomly to be read, all read by volunteers and passed on to policy makers, deleted the next day and not read?)." This at least allows the writer to feel like they are being heard.

Implications for others developing communication policy

As the communication technologies allow us to connect with larger networks and communities outside of our geographic location we can learn from our current administration.

Lesson 1: People want to be heard. This includes having their opinions VALIDATED even if the listener doesn't agree. "I understand what you are saying, but I don't agree," or "that's a good point, but..." Even a message that states, "We have so many comments that we may not be able to respond personally. However, be assured that we are reading your comments."

Lesson 2: Let those you are communicating with know what your processes are. How will communications be used? Who reads and responds to the communication? What are the time frames?

Lesson 3: Understand the networks. Usually, networks are based on common values and ideas. An perceived insult or snub can be very damaging, but a note of encouragment can have positive ripples through a network. Only imagine the impact had the president sent an email (even if it were a form one) to my daughter's school or teacher. This could then be forwarded through each of the students' own social networks.

Lesson 4: Don't ask for feedback unless you are going to use it. This is something marketers and researchers learn early. Related to this is make sure you are asking the right questions. I always begin with very broad questions, then narrow in on the discussion. The broad questions will help you to determine where the conversation/dialog should be steered.

Lesson 5: Understand that those who use new technologies have high expectations. It is difficult to control those within a network and someone that uses web 2.0 must prepare for those who are receiving your messages to disagree and want to give their opinions. As a result, it is important that some policy is developed on how to handle "audience" reaction.

Integrating elearning into the classroom: Technology

This next section, I am not going to recommend any specific technology. In fact, as I found out the first semester I taught an educational technology course, often instructors and instructional designers have little or no input into WHAT technologies they can use.

So the first step in developing elearning is to befriend the ITS department. Don't start with, "What technologies are available that I can use in the my teaching?" as most will list the technologies as they understand instructors using it (i.e. blackboard is a classroom technology that we have so you will use that because that is why the organization ordered it).

Instead, describe to your ITS friend what you would like to do WITH the technology. For example, I am looking for technology that will allow my students to access elearning from any computer, post their work, and then be able to discuss it either simultaneously or asynchronously, work at the same time on making corrections to their work (written or multimedia), and maintain a record so that I, as the instructor can give them regular feedback as they work on the project. They may come back with questions of their own. Will they be working from home or school? What level of skill do you have? How much control/support do you think you will need?

In presenting the technology choice as a problem for the ITS worker to work with you on, you are giving them greater choices to choose from that they may have experience with. Often, they will go with what technologies other use based on their limited experience of what goes on in the classroom. You can't assume that they understand what happens in eLEARNING. However, it is also important not to underestimate their expertise. After many years of working with faculty, the best ITS personnel know how appease faculty who have "heard about a great technology" yet have not taken in into consideration the technological requirements, the security issues, and the type of support needed by the users.

Categories of affordances

Another useful tip in speaking with ITS is to understand the affordances that any given technology can provide. Often technology designed for one affordance, can actually have a different affordance or use. ITS may be limited in what technologies they can use due to security concerns, user patterns and traffic, lack of resources, or knowledge of the technologies within ITS.

I have had my students look at their instructional design and identify the "uses" or affordances of technology. For example, a music teacher had one of his students studying at Juliard School of Music in New York City as part of their chorus. He wanted his student's classmates to be able to interact with him about concerts and even listen to the chorus. He decided to use streaming media after he discussed with his technology person what was available. However, when I asked him how he would coordinate schedules with his student in NYC, he realized streaming might be difficult. He went back to the tech directed and asked what technology was available where the student interact with the other students. He suggested using the streaming technology, but having his student uploading the video (this was a few years ago before YouTube) on their system and then streaming the video on demand when the Music Teacher needed it.

I find elearning has basically 4 affordances: communication, sharing and storing information, filtering and connecting ideas (meaning making), and creating knowledge. In fact, even the simplest technology can be used for each of these categories. It is important as an instructional designer to establish the protocols that will allow students to use the technology for those affordances. For example, email could be used for communication through groups or individual messages. By attaching files and having prearranged subject headings, email could also be used to share information and keep a record. Some email programs, such as gmail, allow a series of correspondence to be grouped together, the accumulation being used for meaning making and connecting the same ideas through the conversation (the use of the forward and reply functions). Finally, documents that are edited by a group, thus "creating knowledge" could be done through emails. It would be important that the documents are given version numbers in addition to being grouped together.

In the example above, the instructor would need to scaffold student learning through the development of protocols either in the instructional design or by the students themselves. New technology would not be necessary, rather new uses for existing technologies would need to be developed.

Integrating elearning into the classroom: the preliminaries

The first step in integrating elearning into the classroom, either as an activity, a day of training, or a semester class is to establish why you have chosen elearning in the first place.

• What are your goals in using elearning?
• What do you expect your students to get out of the experience?
• Do you have the support of administrators (resource, moral, or technical)?
• If not, where will you get the resources or technical support, and how will you motivate students to use the elearning as a way of learning?
• How much time do you have to develop the activity, course, project? How much time do you have to implement the activity, course, project?
• What are the expectations of stakeholders in using elearning?

Once you have answered these questions, you can begin to determine if this is really something you can implement. While I am a great supporter of elearning, nothing is worse than having very little time to train instructors on the use of technology for use in one day's time (yes, I have seen that happen before, resulting in total failure of "elearning"). Likewise, many organizations opt for elearning as a time saving mechanism or cost cutting. If time is not saved (which most of us involved in elearning know is rarely a savings in time, but rather an increase) or costs are decreased, but at the expense of effective learning, then administrators and other stakeholders will be disappointed. Sometimes it is better to POSTPONE elearning until it can be done well.

Different levels of education

I read blogs that address a wide variety of education levels. My own Introduction to Distance Learning course had instructors from pre-school to community learning to universities and secondary schools. I have worked with them all at integrating elearning into their curriculum. However, there are differences between the different levels. Therefore, some of the questions each level of education needs to address includes:

• What skills do students have in learning, technology, and time management coming into the activity?
• What legal, moral, educational, and technology restrictions and regulations will students and instructors need to comply with at the level?
• How much autonomy can the student and instructor have for this elearning activity?
• What skills will students need to develop in order to accomplish elearning (i.e. level of literacy, foreign language skills, keyboarding skills, communication skills)? How (and who) will these skills be developed?
• What other stakeholders will need to be consulted in supporting the students' elearning? For pre-schoolers, for example, both the caregivers and support staff (if designated as disabled, this might have included physical and speech theorpists, social workers, and special education teachers). For employees, this might be supervisors or ITS to allow access to blocked sites or special software down loads.
  

Make it relevant to use elearning

Finally, many just integrate elearning into learning because that is what everyone else is doing. As the first set of questions indicate, it is not always relevant to use elearning.

In my experience, there are three main reasons for integrating elearning into a curriculum:

1. To reorganize time for instructors to create a better use of time (i.e. going to a conference or teaching at multiple locations at the same time) or to allow instructors to teach when they cannot physically be present with the students
2. To provide opportunities for students that might be limited by classroom space, schedules, or resources (including funding)
3. To develop technological skills and understanding of the use of technology in the 21st century society

It is always important that you choose a course, activity, or project that will be relevant for the student, the curriculum goals, and the organizational capacity to support elearning. I always recommend that my students begin with the question, "What can you NOT do now, that elearning might allow you to do?" This might be giving individualized attention, connecting students to the outside world, allow your students more time to reflect as a means of learning, provide access to information to a greater number of people, or help to develop specific skills such as communication, writing, or reading. It depends on the organization, the curriculum goals, and the level of education.

Integrating elearning into the classroom

This post is in part due to poor reading skills on my part. Ken Allen wrote a post "the loneliness of the elearner," which I read as, "the loneliness of the elevator." This got me to thinking about the metaphor of the elevator in elearning:

Interestingly enough, I thought your title read, "the loneliness of the ELEVATOR" (I guess I should get my glasses fixed). Ironically, being alone in a space like second life is probably by being alone in an elevator. Where do you look? Is someone watching you that you can't see? What if you get stuck? You only have the disembodied voice to tell you, "Help is on the way." And if you are on the elevator with someone, you feel too awkward to speak to them unless something goes wrong. What are the unspoken rules of engagement on an elevator?

At the same time, my daughter's school has decided to integrate some days of online learning into the curriculum, partly to give teachers the opportunity to meet without students for professional development, and partly to prepare students for online learning in college. I was asked to lend my experience in developing these online activities. With that in mind, I have been thinking of the components that needs to go into the design of these activities.

In my introduction to distance learning course, I break the course up into 4 components: technology, instructional design, social presence, and assessment. Over the next few posts I will look at each of these components and what I feel needs to be considered for an online activity as part of a face to face course.