EUROPEAN COMMISSION Directorate-General Information Society Information Society Technologies: Content, Multimedia Tools and Markets Education and training applications Report on the evaluation of Expressions of Interest in the research priority 1.1.2i “Societal and economic challenges”, sub-priority “Research addressing work and business challenges” Domain TECHNOLOGY ENHANCED LEARNING November 2002 1 1. INTRODUCTION Research and technological development in Information and Communication Technologies supporting education and training has long been a priority under several Research and Technological Development - RTD - Framework Programmes of the European Union. Under the 6th RTD Framework Programme (FP6), Technology Enhanced Learning (e-learning) has been set as strategic objective in the thematic priority “Information Society Technologies” of the Specific Programme “Integrating and strengthening the European Research Area”. The text of the FP6 specifies that “Work on eLearning will focus on personalised access to, and delivery of, learning as well as on advanced learning environments at school, university and in the workplace that take advantage of the development of ambient intelligence”. Prior to the formal adoption of FP6 the and Specific Programmes, the European Commission invited the research community in March 2002 to submit expressions of interest (EoI) to participate in research actions with Integrated Projects and Networks of Excellence for topics throughout the seven thematic priorities of the Specific Programme proposal “Integrating and Strengthening the ERA” and thematic priorities 2.2 and 2.3 of the Specific Programme proposal on Nuclear Energy. The total number of EoIs received by the deadline of 7 June 2002 was close to 11.500 for the whole FP6. 179 of those focused on Technology Enhanced Learning. This report presents an overview of the research areas addressed by the Expressions of Interest on Technology Enhanced Learning and provides some interesting insight into the future research agenda in this field. 2. GENERAL STATISTICS 179 Expression of Interest were submitted for the Technology Enhanced Learning domain, of which 118 for Integrated Projects and 61 for Networks of Excellence. The total number of participants for both instruments is above 2000. 2 Statistical distribution of participating organisations 36,7 16,9 Industry University Research Other 35,8 10,7 The geographical distribution of participants is shown below: Geographical distribution of participants 300 257 250 197 191 200 139 150 118 81 3 19 12 8 35 25 10 43 28 16 4 1 4 5 12 8 9 18 14 1 2 1 ZA 10 1 38 23 22 MT 17 38 34 NZ 34 2 54 51 44 43 MK 50 82 YU 100 3 UK USA UA SK TR S SI RU RO P PL NO LV NL IS LT IRL I IL HU HR F FIN EL E EE D DK CZ CY CN CA CH BG B BA A AU 0 The following diagram shows the composition of the consortia in terms of number of participants in each expression of interest. Statistical distribution of numbers of participants per consortium <5 16,8 26,3 < 10 < 20 > 20 30,2 26,8 3. ANALYSIS OF RESEARCH PRIORITIES 3.1. Research topics addressed A first EoI analysis shows that technologies for collaborative and experiential learning, as well as personalised access to learning content over broadband networks are relevant topics to be further investigated. Novel applications for creating and delivering e-learning content in different contexts (schools, universities, at work and for lifelong learning) are sought. They encompass innovative strategies, including organisational changes and new business models, and e-learning across the extended value chain of e-business, for organisation innovation and facilitating SME access to e-business. Building and sharing competencies for the knowledge society, facing the ICT skills gap and e-learning for social inclusion are also major drivers. The expressions of interest, for both instruments (IPs and NoEs), show a broad coverage of the domain, and a good balance between the pedagogical, technological and organisational aspects necessary for the state-of-the-art and innovation in this field. Although the essence of the new instruments is integration and complementarity, the following provisional division was made in order to show main research areas. It is based only on the prime focus of the expressions of interest: 1) Advanced technologies and architectures for access to learning The research community strongly highlighted that ubiquitous access, dynamic, adaptive and intelligent personalisation (ambient learning) are among the major RTD drivers for the definition of the new generation of technologically enhanced learning solutions. Consequently, the need for new architectural models as well as the exploitation of emerging advanced technologies was pointed out. 4 There was in fact a broad consensus on the importance to step up the effectiveness of current e-learning models, going towards a mixed-mode of technological mediated learning delivery. Most EoI are focusing their RTD priorities on the definition of novel architectural frameworks which include a variety of aspects, but where ubiquitous access, computing power and distributed facilities and services play a major role. The overall picture presents technology as facilitator in “experiencing” as part of the knowledge creation/acquisition process. The need for “personalisation” is clearly expressed and this responds to the demand for adapting and re-adapting the learning content to the actual societal and economic dynamics. The analysis reveals the importance of adapting architectural models to the operational learning context, paying attention to the mixture of learning experiences that can appear during the “daily life” interaction between the individual and the organisation where he/she lives and/or works. Due consideration was also given to evaluation and assessment methods, processes and techniques. Yet, new architectural models require at the same time the definition of new business models and strategies and the creation of new organisational and management procedures for the stakeholders. This issue seems to be covered in most relevant EoIs. The analysis also reveals the importance of Open Source Software in this domain, from technical standards for learning objects to delivery platforms. Some issues that appear to be relevant in the technological/architectural context are listed below: 1. Advanced technologies and infrastructures GRID technologies and broadband networks for future scenarios of learning enabling more powerful computer supported co-operative learning, Virtual Campus networks, visual representation of concepts in fields such as mathematics and physics, new generation of learning content management systems, mobile-based, intelligent ambient learning environments, intelligent agents to support human tutoring activities on complex cognitive processes and social skills, mixed/augmented reality and simulations for training activities. 2. Learning resources modelling and creation metadata for learning objects and learners profiling, semi-automatic extraction of learning material from the WEB, authoring of learning content, IPR and quality issues. 3. Interoperability and transferability interoperability among learning services and tools, learning objects and related delivery and management systems, 5 scalable, modular and component based e-learning systems, strategies for learning object exchange, rationalisation of different approaches of learning technology standards and definition of coherent architectural models and related enabling platforms. Finally, although largely investigated in the past, virtual reality for learning remains a challenging issue, particularly from its psychological perspective. 2) Collaborative learning and virtual communities Increasingly, researchers are pointing out the needs of strengthening the social dimension in the use of ICT supported learning. The EoI analysis shows that the research community is strongly focusing on the “collaborative aspect” as principal enabler for effective learning. There is evidence for the need to foster the emergence of learning and knowledge producing communities in different kinds of organisations at different levels of the society. In fact, most EoIs address highly scalable frameworks for collaborative learning, where the technological, socio-cultural and organisational perspectives are well integrated and sometimes coherently approached. Learning is realised, even more, as a co-operative process involving the whole organisation. There is a need to further understand the structural problems of knowledge management as well as the strong correlation between pedagogical, technological and organisational issues related to ICT-mediated collaborative learning. The definition, development and implementation of platforms for peer-to-peer learning, educational communities and communities of practice is envisaged, as well as the need of investigation on how to scale-up and transfer results to create a sustainable impact on education and work practice in Europe. Multilingual and multicultural perspectives are well highlighted, and often associated with the need to foster mobility. The term “intelligent systems” appeared often, particularly in relation to systems monitoring the social interaction and/or providing personalised feedback. It is clear that the “mobile” infrastructure will play a prominent role. 3) Knowledge and learning The strict interconnection between knowledge and learning is subject of several EoIs, precisely the need for novel platforms integrating semantic, cognitive and technological aspects. The aim is to enable the learners to find information fitting his/her learning needs. Yet, research should address the challenges related to learning and knowledge sharing in the workplace in a multidisciplinary perspective with the intention to produce knowledge pools, methods and techniques, unified standards, best practices and tools. 6 The research community emphasises the role that ontology and assessment can have in supporting information exchange processes for educational purposes. Research is envisaged on thesaurus development, indexing scheme, content analysis, etc.. The analysis reveals that the new learning paradigm should be more linked to current techniques for building knowledge management systems in organisations, where research is envisaged in all aspects of knowledge elicitation, retrieval, etc.. 4) Specific subjects A number of specific subjects for the application of technology enhanced learning solutions can be identified: 1. Language learning Some EoIs address issues varying from corpora tools, including data retrieval, to systems for knowledge management, natural language processing and dialogue processing. Furthermore EoIs are pointing out the need to focus more on a communicative rather than rule based approach. 2. e-inclusion Technology enhanced learning is seen as potentially relevant in the European strive to promote social inclusion, to lower barriers among different users and to assist people living in rural areas and less populated regions. The potential benefits of technology enhanced learning in helping people with learning difficulties is considered a relevant subject of investigations. The research community sees technology enhanced learning solutions useful to support the reintegration of unemployed, providing them with new opportunities to learning and improving their skills. 3. e-health Research actions are proposed to develop novel platforms for occupational health professionals, training in medicine, continuing medical education, patient information and continuing health education, and for the development and provision of training in European health care management. 4. e-skills/business Several EoIs address technologically enhanced solutions to keep employees up-to-date in a rapidly changing marketplace. The ICT skills gap and the importance of improving skills with beneficial effects on organisation innovation and responsiveness is another priority. Solutions are proposed in respect to management of change at work, as well as blended e-learning solutions for European executives and managers. Particular attention is given to mobile solutions for access to learning opportunities and new knowledge on the move. Knowledge and learning are seen as key factors for increasing business transactions and competitiveness in the market. Technology enhanced learning is considered having 7 particular importance for the empowerment of citizens with skills and knowledge for the 21st century, even beyond formal education. RTD actions are envisaged particularly for SMEs to sustain social, human, organisational and cultural impacts of emerging ebusiness. 5. Science and Mathematics Some EoIs build on the role of science and mathematics in our society, on the difficulties in conveying scientific concepts to youngsters and, hence, on the potential effectiveness of technology enhanced learning for teaching these subjects. Others, build on the importance of computer games and associated tools and techniques for teaching science. 6. e-learning strategies The research community highlighted the need to explore decision support systems for the effective take-up of e-learning solutions, best practices for the definition of deployment strategies, in particular in higher education, systems for distance graduate level studies and research co-operation through the internet. Most EoIs consider the promotion of exchange of experiences and knowledge sharing as fundamental, as well as the factors affecting and influencing attitudes towards new forms of education using technologies and their effect on economic and social trends. 7. Evaluation and assessment Accreditation and assessment are further subjects of investigation. The underlying idea is that business perspectives for e-learning services would be improved if effective eassessment technologies were put in place. To this end, intelligent, robust and integrated e-examination systems are sought. 8. v-Universities Digital networks integrating the activities, in different disciplines, of national and regional universities, as well as pan-European on-line universities, and the exploitation on technological solutions for learning in higher education are addressed under this subject. 9. Remote Labs Remote laboratories are addressed as a way to improve the education of science and technology. They build on the importance of leveraging high specialised laboratories and software tools over the internet and making them accessible to education and training institutions for teaching and experimentation. Some EoIs tackle the issue of the limited availability of expensive laboratories and/or technical equipment in educational and research institutions. They propose solutions for virtual laboratories to access distributed learning and knowledge resources, software and equipment on-line. 10. Games Some EoIs focus on the importance of games for the learning process, as part of a methodology based on discovery learning. Proposed solutions vary from intelligent computer games and simulations to game-based learning networks. 8 11. Miscellaneous Some very specific subjects were also targeted. Among them, it is worth mentioning RTD actions such as training in welding techniques and practices; sharing specialised marble and stone production skills; virtual centres promoting humanistic, interdisciplinary and integrated curricula and networks; solutions in the field of telerobotics and advanced telecontrol; complex water and environmental management systems; architectural design; laboratories for art & business; ocean technologies; fire safety engineering; etc. 4. CONCLUSIONS The analysis of the expressions of interest in the field of Technology Enhanced Learning shows a good coverage of the research priorities, in compliance with the outcomes of previous consultation processes, FP6 workshops, ISTAG recommendations, etc.. The research community highlights the importance of collaborative and experiential learning, as well as ubiquitous and personalised access to learning content over broadband networks, virtual campuses and novel applications for creating and delivering learning in different contexts (schools, universities, at work and for lifelong learning), encompassing innovative strategies, organisational changes and new business models. Among others, advanced technologies and infrastructures for access to learning, GRID and distributed computing enabling simulations and new forms of cooperative learning, knowledge management and learning, learner modelling, standards, learning content management systems, virtual learning communities, virtual campuses, seem to be the major technological drivers. The analysis reveals that a considerable number of the proposals take into proper account the interconnections between technological, pedagogical, social and organisational aspects. The integration of activities in IPs should be broader, not only partner-wise, and the focus should not be just on one part of the RTD lifecycle. On the other hand, NoEs should elaborate more on the Joint Programme of Activities (JPA), being their core aspect around which participants should re-shape their own activities, and not include only universities or research centres. There have been some remarkable and well balanced consortia, with sound and rather mature proposals for IPs and NoEs with clear strategic objectives focussing on a common “programme” vision. These proposals show the necessary ambition and critical mass as well as a sound management and scientific project approach, holistically integrating the different types of actions. However, the link to Member State activities is not adequately explored. Finally, even though some EoIs have not yet fully explored the potential of the new instruments, they clearly set the ground for long-term, high-impact research. 9
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