current and future portfolio innovations in sakai

June 10-15, 2012

Growing Community; Growing Possibilities 2012 Jasig Sakai Conference 1

Current and FuturePortfolio Innovationsin Sakai

Janice Smith, Three Canoes LLC Lynn Ward, Indiana University Lucy Appert, NYUChris Maurer, Indiana UniversityBob Squillace, NYU

2012 Jasig Sakai Conference 2

Panel Contributions The NYU Portfolio in OAE The Tufts School of Dental Medicine Portfolio

Training for OSP in the CLE An OSP Reports Package for the CLE Enhancements to the Portfolios Tool in the

CLE


The NYU ePortfolioin the Sakai OAE

Lucy AppertBob Squillace

New York University

See the screencast athttp://www.youtube.com/watch?feature=

player_detailpage&v=_WeawYLLdSg


ePortfolioUser Guide

Version 1.5


TUSDM ePortfolio PurposeThe purpose of the TUSDM ePortfolio is to:

Foster the reflective practice of dentistry. Support the integration of learning across TUSDM program

components. Encourage dentistry students to become active members of a

supportive community of practice. Provide guidance in planning and organizing an oral case

presentation. Offer students structure for a comprehensive showcase portfolio to

share with others. Aggregate and preserve information about TUSDM student learning

for purposes of assessment and accreditation.


TUSDM ePortfolio Components Students use the TUSDM

portfolio to:◦ Interact with two assessment

matrices to: Document and reflect

upon learning. Integrate learning for case

study presentations. Communicate with others

about their TUSDM learning experience.

◦ Create a showcase portfolioto share with others incorporating evidence of Evidence of their TUSDM

learning Information about their

skills and accomplishments.

TUSDM faculty◦ Encourage students to use

the TUSDM portfolio to: Document and reflect

upon learning Integration learning across

courses and program activities

Participate in peer interaction about learning

◦ Guide students in creating and maintaining a TUSDM ePortfolio.

◦ Provide formative feedback and summative evaluation on learning via the TUSDM portfolio.


TUSDM Showcase PortfolioTUSDM students will showcase their learning via the TUSDM Portfolio.◦ Combining TUSDM learning, reflection, and accomplishments with

artifacts of their choice.◦ Selecting, naming, and completing pages for a Welcome, Profile,

CV, information from two assessment matrices, Contact Information, and optional additional learning artifacts.


Welcome, Profile, and CV Pages The Welcome page draws viewers in. My Profile adds high level

information about the portfolio owner.

The CV page provides in-depth detail.

Students may omit any page and/or rename the tab for the page.


Reflection and Case Study Pages Students may add the content of either or both of two assessment

matrices to a portfolio. Viewers click on matrix cells to reveal their content.


Artifacts and Contact Page Students can add any number of pages with sub-tabs for additional

learning artifacts. The Contact Page concludes the list of portfolio pages.


Accessing the TUSDM Portfolio Site

Log into Trunk with your Tufts Username and Tufts Password:

Navigate to the TUSDM Pilot Site:

Go to https://trunk-sandbox-01.atech.tufts.edu/xsl-portal/


Managing Portfolio Artifacts Portfolio artifacts include:◦ Multimedia files uploaded to a folder

in My Workspace Resources.◦ Saved form instances in the folder for

My Workspace Portfolio Interaction from: Matrix interaction workflows Portfolio creation workflows

Upload Download Multiple Resources◦ Not activated for the pilot.◦ To be activated when the TUSDM

portfolio is transferred to production.◦ For the pilot, upload files one at a

time or in batches via the Add button.

Access your My Workspace Resources folder from any site in Trunk.


Making Portfolio Artifacts Sharable For a Showcase Portfolio:◦ Create a folder named My Artifacts in My Workspace Resources. ◦ Use the Edit Details button to make the folder publicly viewable.◦ Place all artifacts you want to share in a portfolio in this folder.


Reflection Matrix The Reflection Matrix invites students to reflect upon their development in

relation to TUSDM competencies for pre-doctoral dental education. Click on a cell to reveal the workflow for the intersection of row and column

names. Use the drop-down menu (with permission) to access each student’s copy of

the matrix.


Reflection Matrix Cells Click the Add button to fill out and

save reflections in forms entitled◦ One-Minute Paper◦ Clinical Incident Reflection

Use the Edit button to revise form content.

Use the Select button to access content from previous forms you have saved.

To provide feedback◦ Use the drop-down menu to

access a particular user’s matrix.◦ Use the Add Feedback button to

provide feedback on entire matrix cell or on an item-by-item basis.


Rich Text Editor The Rich Text Editor allows

students to provide a multimedia response to prompts.

When using a rich text editor, remember that Trunk times out after 30 minutes. Save early, save often, or compose your responses elsewhere to be sure not to lose data.

Use the Paste from Wordbutton to insert text from an MS Word document.

Use the Source button to removed unwanted programming language.

When selecting files via the rich text editorto include in a portfolio, make sure they are in a Resources folder that you have made public using the Edit Detailsbutton.


Case Study Presentation Matrix Students use this

matrix to plan and organize their 3rd

and 4th year oral case presentations.

Click on a cell to access the workflow and forms within.

Cells in the last row are for faculty to evaluate student work.

Those with permission can use the drop-down menu to access each student’s copy of the matrix.


Case Study Forms Forms in the matrix workflow

assist students in planning and organizing an oral case presentation.

◦ Patient Profiles◦ Assessment, Diagnosis, and

Planning for Treatment◦ Peer-Reviewed Journal Article(s)◦ Clinical Photography◦ Summary of Case Findings

Use the Display Name field to identify the specific information in a particular saved instance of the form (for later reference).


Glossary Terms Glossary entries are intended

to explicate the titles of rows and columns in matrices.

Glossary terms provide short mouse-over definitions and longer pop-up definitions for each term listed.


Matrix Cell Feedback Students may request feedback for

their work in a matrix cell by using the Request Feedback button.

Feedback may be requested of:◦ Individual users by username◦ Individual users by email

address All roles in the portfolio site

designated to provide feedback for the cell will also receive the request for feedback


Providing FeedbackTo provide feedback

for a matrix cell: Access the matrix

and locate the user with the drop down menu at the top.

Provide formative feedback using the rich text editor feedback form.


Evaluating Matrix Cells The Evaluations tool aggregates matrix cells for faculty with permission to

evaluate. View the list of matrix cells along with the names of their owners. Click on the matrix cell you wish to evaluate. Click the Add button next to the evaluation form, fill it out, and save it. If you are to be the only evaluator, set the cell status to “Complete.” The matrix cell title and owner will disappear from your list.


Matrix Cell EvaluationsStudents may view evaluations of their oral case presentations via the matrix.


TUSDM Portfolio TemplateThe TUSDM portfolio template allows students to:◦ Create any number of portfolios with different content to share with

different viewers.◦ Encourages student self-expression in the process of sharing artifacts

from the TUSDM learning experience.


Creating a TUSDM Portfolio Open the Portfolios tool and click the Create New Portfolio button. Select the TUSDM Portfolio Template and click Create. Provide a title for the portfolio you are creating. The Description field is not activated for the TUSDM pilot. Under Quick Start Links, click the Add/Edit Content button.


Creating/Editing Portfolio Content Pages are structured via rich text editors that allow students to arrange text,

images, links to multimedia files, and URLs in a format of their own creation. Once a version of a page is created, it can be used in any number of

portfolios. When a page is edited, changes in the portfolio take effect immediately.


Completing Portfolio Pages Use forms with Rich Text

Editors to:◦ Select text, images,

links to multi-media files and URLs.

◦ Layout content on each portfolio page.

Use the Paste from Wordand Source buttons to omit intrusive programming code.


Sharing Portfolios Students initiate the creation and

sharing portfolios using programmatic templates.

Different portfolios may be constructed from the same portfolio template to share with different groups of people.

Creators of portfolios may share them with:◦ Any user in the site or in Trunk◦ Any role in the site or in Trunk◦ Any email address (password-

protected with notification)◦ As a public URL


Summary The TUSDM ePortfolio pilot seeks to foster reflection, integration,

and social interaction in relation to TUSDM learning. Students are invited to:◦ Reflect upon their emerging practice in dentistry via the Reflection

Matrix.◦ Plan and organize their case study presentations in the 3rd and 4th

years via the Case Study Presentation Matrix.◦ Assemble evidence of and reflection on learning in a TUSDM

Showcase Portfolio to share with others. Faculty are invited to:◦ Provide formative feedback and summative evaluation for aspects

of student work in the ePortfolio.◦ Encourage student use of the TUSDM ePortfolio as a step toward

life-long learning.


Lynn Ward, Indiana University


> 25 active portfolio projects underway, many in professional schools

Majority focus on outcomes assessment at the program level

Highly individualized approach to assessment

Individual differences accommodated via custom scaffoldings and forms


.25 FTE developers .10-20 FTE designer 1.25 FTE combined consultant, analyst,

tech writer, trainer, QA specialist Faculty support through teaching centers Outsource some QA and development

work Growing knowledge among consultants in

campus teaching centers


Project coordinators need to aggregate, analyze, and summarize evaluation (and other types of) data

Reflection, feedback, and evaluations forms are customized for each project.◦ Evaluation forms differ widely in terms of # of rating fields # rating scale # labels assigned to each point on scale

Most schools, including IU, do not have programmers available to develop custom reports for each project


Define local form standards ◦ Flexible◦ Predictable

Publish and promote standards Define report definitions based on those

standards Reports look for specific form elements

and renders them in a standard way if they exist.


Naming convention for rating fields (elements)◦ Rating fields (rating, rating 1, rating2, rating3

…rating20)◦ Comments (comments)

Rating fields must be represented as a selection field (drop-down menu)

All rating fields in the form (except “rating”) must use the same rating scale.

Values in rating field must be a whole or decimal number, “n/a”, or null

Rating fields may not be repeatable


Rating fields and comments fields can use any display name

Rating scales can have any number of values

The display label for each value in the scale can be any valid string

Evaluation forms can have any valid name Each matrix cell can use a different

evaluation form.


Click to see summary

report for cell

2012 Jasig Sakai Conference 41July 2009

Click to see detailed report

for cell

Click to return to main (matrix)

view.


Click to return to summary

view

Click to return to main

(matrix) view.

Click NetID to open cell in

new window.


Download definitions and instructions from:http://openedpractices.org/resource/osp-report-definitions

Merge Reports tool code on a local test instance

Install report definitions in Reports tool Test and tweak as needed Evaluation forms for rating reports must

conform to IU standards. Template included in package.


Lynn Ward, Indiana University

2012 Jasig Sakai Conference 512012 Jasig Sakai Conference 51

Keeping site size lean and manageable Student needs to interact with PDP in multiple

contexts (courses and other learning experiences)

Instructors and advisors need to be able to view the PDPs of their students, regardless of when and where the PDP was originally created

Students need to be able to review and reflect on their past as they prepare for their future (snapshots)


Solution 1: Add an “All Sites”option to the Portfolio list



Solution 2: Add a search box and request/accept workflow



Solution 3: Allow users to copy existing forms



Janice A. Smith, Three Canoes LLC [email protected]

Lynn Ward, Indiana [email protected] Appert, NYU

[email protected] Maurer, Indiana University

[email protected] Squillace, NYU

[email protected]

current and future portfolio innovations in sakai

Education