1. OSPI: Open Source Portfolio Initiative

2. Introductions Steve Cawley, U of Minnesota Kari Branjord, U of Minnesota Trent Batson, U of Rhode Island Jay Fern, Indiana U Paul Treuer, U of Minnesota, Duluth Janice Smith, r-smart group

3. Agenda History Future of the Community Future Functionality Implementation: Institutional Implementation: User Perspective Questions

4. Kari Branjord branj002@umn.edu Director, Enterprise Application and Web Development. OSPI Founding and Current Board Member

5. History of OSPI How did OSPI happen? What key decisions were necessary? How did we arrive at a governance structure? What can be learned from our experience?

6. Birth of OSPI U of Minnesota Portfolio Conversations with U Del, rsmart for years Observing JA-SIG Educause 2002

7. Initial Principles and Goals Monolithic code base to modular code base Scrub (refactor) U of M codebase Open Source infrastructure Standardize coding conventions Dole out assignments

8. Starting a Community NLII networking, January 2003 EPAC Press Announcement in February 2003

9. Solidifying a Community Monterrey, host John Ittelson Attended by 19 thought leaders, representing 12 institutions, 1 foundation, 2 for profit companies Set application direction Initiated discussions about resource involvement

10. Governance Recognized the need for leadership Meritocracy-based structure Significant, sustained contribution required, based upon opinions of members

11. Governance

12. Strategic Planning 2-day Board Meeting in Boulder Define role of for-profit companies and commercial support Planned for several funding options Refined technical direction

13. The Code U of M code refactored January to July using staff from 3 groups. Testing performed by 8 groups Released 7/30/03 Largest implementation is U of M with over 30,000 users First supported customer-- Virginia Tech

14. The Geek-y stuff J2EE compliant Linux Apache Tomcat Future: OKI OSID-based

15. Current Community 1225 users have registered for a demo account (914 US, 311 Int’l) 770 Active Groups (68%, 32 %) 993 Individual Code downloads

16. License Agreement Start early! Adopt and Adapt Open/Open

17. Current Efforts 1.x, Focus on Presentation and Usability 2.0, Funded by Mellon, more from Jay Fern

18. Future of the OSPI Community Trent Batson Director, Information & Instructional Technology Services OSPI Board Member University of Rhode Island

19. Community Building www.theospi.org Leverage existing organizations User and Community Conference July 2004 Collaboration

20. Developing Functional Requirements for Open Source Portfolio Jay Fern Project Lead OSP 2.0

21. Presentation Scaffolding Reports Transaction Workspace Access Repository Administrative Profile Management Core Services Core Global Actions Object Repository Personal Libraries Documents GraphicsInteractions Others… Common Interest Groups

22. Institutional Implementation of the Open Source Portfolio Janice A. Smith

23. Strategies for Success Develop a comprehensive vision Build a committed community Plan for technical support Prepare for academic challenges

24. ePortfolio Benefits for Institutions Assess learning in –courses –programs and degrees –institutions Prepare for accreditation –professional –institutional

25. ePortfolio Benefits for Individuals Develop self-esteem Manage evidence of success Prepare for careers Facilitate advisement Enhance faculty-student communication Streamline promotion and tenure

26. Create Interest in ePortfolios by Involving stakeholders in planning Inviting key faculty to pilot ePortfolios Giving access to everyone Linking to campus systems Assisting with curricular change Helping faculty document their success Showcasing excellence

27. Get the freedom of open source with the confidence of expert support

28. r-smart can help you Assess your site for success Plan your implementation project Install and configure your ePortfolio Customize it for your institution

29. with r-smart you can Prepare faculty and students Adopt best practices in ePortfolio use Access ongoing technical support Participate in a community of users

30. Ok, what is it?

31. Open Source Portfolio Implementation Strategies: the User’s Perspective Paul Treuer ptreuer@d.umn ptreuer@d.umn Associate Professor Supportive Services Program, University of Minnesota Duluth

32. Getting Oriented to ePortfolio at the University of Minnesota Duluth Pre-college Programs Introduction to College Learning College Writing Portfolio Camp

33. Building a Comprehensive ePortfolio Portfolio Requirements in Academic Programs –Program Portfolio Checklist –Portfolio Assignments in Program Courses –Capstone Courses Document Faculty/Staff Learning and Growth – Unit and Staff Checklists Automated Integration with System Records –Photo and Demographics –Academic Records (Transcript and Degree Audit) –Professional Development (Training Record)

34. Using ePortfolio to Present Oneself –Advisement –Admission to Academic Programs –Peer-to-peer Collaboration –Letters of Recommendation and Award Nominations –Learning Measured against Professional Standards –Mentoring –Applications for Employment –Professional Evaluations and Promotion

35. Getting ePortfolio Support Portfolio Help Desk Career Services Port- folio Resource Center Instructional Develop- ment Workshops Portfolio User Guides, Published by UM Technology Enhanced Learning (TEL) http://www1.umn.edu/tel/TELatUM/Portfolio.html

36. The User’s Perspective: How am I Using ePortfolio? Quarterly Performance Review Accessing Records Remotely Mentoring/Teaching Peer-to-peer Colla- boration Background for Letters of Recommendation Sharing Professional Activities with Family and Friends

37. Questions?