1. The LearningOnline Network with CAPA (LON-CAPA) Gerd Kortemeyer Michigan State University Work-In-Progress Paper FIE, Reno, Oct. 2001

2. The Tool: Software Platform LON-CAPA is a free open-source Instructional Management System and Shared Content Repository GNU Public License Non-Commercial alternative to WebCT TM, Blackboard TM, etc. Focus on SMETE. Based on previous projects at MSU, namely CAPA (1992) and LectureOnline (1997) Predecessor systems:11,000 students/semester at MSU, licensed by over 50 institutions

3. The Tool: Instructional Management System Access control Standard tools: bulletin board, grades spreadsheet, communication Content posting SMETE specific: LaTeX support Online assignments, quizzes, etc.

4. The Tool: SMETE Focus Assessment Individualized problems: different numbers, different graphs, different options, … “Classical” online homework types: multiple choice, option response, mix-and-match, string, etc SMETE types: numerical, multicomponent numerical, physical units, symbolic math, individualized simulations Combined of the above types Adaptive immediate feedback Multiple attempts

5. The Tool: SMETE Focus Assessment Example: Multicomponent numerical with individualized animation

6. The Tool: Shared Resource Pool All instructional content goes into cross-institutional shared repository LON-CAPA provides online tool, “Resource Assembly Tool” (RAT), to combine content into Custom Online Course Pack Working on Intellectual Property Rights Management

7. The Tool: RAT Pages can be constructed from fragments and other pages Sequences can be constructed from fragments, pages, and other sequences Courses point to (top-level) sequences Maps at every level are simply other content resources

8. The Tool: Coding Environment LON-CAPA runs on Linux (target for installs: RedHat distribution) Apache webserver mod_perl for server-side handlers JavaScript for client-side functionality MySQL as database for metadata searches MuPAD for symbolic manipulations (planned)

9. The Project “Investigation of a Model for Online Resource Creation and Sharing in Education Settings” Uses LON-CAPA as model system Five year project, funded by the National Science Foundation Information Technology Research Program

10. The Project: Research Goals Open source code development concept for Instructional Management System Pooling online educational resources between departments, colleges, universities and schools Business models for “trading” such resources on small level of granularity Metrics for resource quality and effectiveness Curriculum adaptivity to learner types and remediation needs

11. The Project: Pilot Users, Boards Pilot users: 6 high schools, 2 community colleges, 1 four year college, 12 universities Business advisory board: McGraw-Hill, Saunders, Wiley, Freeman/Worth, Dell, RedHat, Apex Learning, university representatives Four high school teachers in Research Experience for Teachers (RET) supplement

12. The Project: National SMETE Digital Library Supplement to cross-integrate LON-CAPA with NSF National SMETE Digital Library NSDL available to LON-CAPA as content domain LON-CAPA resource pool available in NSDL as associated library LON-CAPA can be used as course delivery tool for NSDL content

13. The Project: Status Started October 2000 Pilot user meeting at MSU with 50 faculty from other universities, next user meeting: Florida State University Programmer Workshop at MSU in Summer Two virtual university physics courses, one homework supplement to physics course, one lab course (pre-quiz) at MSU (400 students) Chemistry at Simon Fraser, Vancouver, Physics at Truckee Meadows Community College (Reno!). Three high school courses

14. Network Architecture: Distribution LON-CAPA is build as a geographically distributed network of constantly connected servers

15. Network Architecture: Domains The network is logically divided into domains such as “MSU”, “FSU” or “Publisher X” Domains limit the flow of user information Domains can limit access to content resources Domains limit the extent of user privileges

16. Network Architecture: Server Types Two classes of servers: access servers and library servers Access servers: host user sessions – processing Library servers: every user and course has a home server in the network which holds all of their resources and data – storage backend

17. Access servers can have a list of spare access servers to offload sessions depending on own work load Additional round robbin IP scheme possible MSU setup: Network Architecture: Load Balancing msu.lon-capa.org s1 Library Server s3s2 s4 Round Robbin Spares

18. Network Architecture: Dynamic Replication When a content resource is first requested, the access server finds the home library server of the author/owner, subscribes to the resource, and copies it in the background. When resource is modified on its library server, subscribed access servers are notified. Depending on last date of local access, the access servers copy the new version over, or delete local cached copy.

19. Resources: Handlers Every resource in the system, both content and system programs, is called by URL – all resources can be bookmarked. Any resource can be processed on-the-fly while being delivered to the user. User calls for a resource, LON-CAPA finds appropriate chain of handlers, processes resource for desired target, and sends it out. Chain of handlers can also cover several transactions. Example: user calls for URL, but needs to login first and then pick course. All handlers can interact with session environment

20. Resources: Document- driven processing Example: user calls for sample.xml sample.xml Uses my.style XML Handler triggers my.style Defines tags for targets loads User Session Environment Target Prefe- rences

21. Resources: XML/MathML/HTML XML handler provides rendering of XML and HTML to targets XML, HTML, MathML, and LaTeX Math rendering capability: LaTeX can be inserted into HTML and XML documents between and tags. Identity The identity $\sin^2(\omega t)+ \cos^2(\omega t)=1$ allows us to… Math fragments are rendered into symbol fonts for target HTML, and MathML for MathML-capable browsers using a derivative of tth/ttm.

22. Resources: LaTeX LaTeX files can be directly put onto the file system, and will be automatically handled as if they had one large … around them

23. Resources: Assessments “Personalized” by course, user, and instance. Assessments are XML documents. Converters for both CAPA and LectureOnline problems exist (functionality superset). Web-based form editor for these XML documents will be provided similar to LectureOnline. Code segments within numerical type problems are written in Perl. Other problem types need no coding.

24. Resources: Publication Authors have a construction space (private) to edit their resources Authors can publish their resources into the public resource space Triggers several actions: generation of a new version (keeping all old versions), collection of metadata for cataloging, notification of all subscribed access servers. Construction Space Publication Step Resource Space Metadata

25. Resources: Metadata Metadata is collected for every resource at publication time Publication handler identifies possible keywords, gets default data

26. Resources: Granularity LON-CAPA RAT allows to dynamically combine content resources at several levels of granularity by reference Lowest level: fragments. One GIF, one paragraph of text, one applet, one problem Next level: Pages Next level: Sequences of pages Top-level: Maps for Courses (sequences)

27. Resources: Adaptivity Graphical resource assembly tool (RAT) to construct maps Allows for branching based on conditions using performance data, course data, and preferences Individualized curriculum

28. Data Structure: Users Courses are assigned to users, not vice versa Users keep their login, data, preferences, etc, throughout complete tenure Users assume a set of (temporary) roles over their tenure

29. Data Structure: Roles LON-CAPA has set of roles that can be assigned to users Roles can have start and end dates

30. Data Structure: Privileges Each role has a set of privileges Privileges on system, domain, and course level Allows for course- coordinator defined custom roles

31. Data Structure: Courses Internally, courses are handled like users without login privileges Each course has a unique ID, no semester transition Course points to its top-level resource map Deadlines, spreadsheets, etc, can be associated with the course Sections are part of course Homework and quiz performance data is associated with user by course

32. Data Structure: Authentication Course lists in CSV, tab-separated, and space separated format can be uploaded (planned: XML) It is checked if the user already exists; if not, new user is established on one of the library servers of the domain Role of student in that course is added Users are authenticated by their home server. Authentication can currently be internal, UNIX, or Kerberos. Authentication modular, other modes can be added All authentication information is 56-bit (DES) encrypted between client and server, and 128-bit (IDEA) between servers. No certificates necessary.

33. Data Structure: Resource parameters Deadlines, open dates, publish-answer dates, maximum number of attempts, weight of problem parts, etc, can be independently set for courses, sections and individual students Can cover all resources, one map, or only one resource Resources publish their parameters in metadata, no predefined set of parameters

34. Data Structure: Locking, Offline To use LON-CAPA for exams, locking mechanisms will be established: access to resources, all communication can be locked (planned, infrastructure in place) Role of Exam Proctor in system To facilitate paper based exams in offline mode, individualized exam sheets can be printed and “checked out” – bar code on top of page to “check in” grades for that exam (planned, infrastructure in place)

35. Data Structure: Assessment data Only raw data is stored All attempts are stored Data is stored in non-randomized form to allow for item analysis LON-CAPA provides spreadsheet functionality with sheets at assessment, user, and course level (exporting into each other) to calculate grades and statistics

36. On the web... www.lon-capa.org korte@lon-capa.org