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Penetr

Penetrating
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ene

FOG
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Analytics in Learning and Education

A
By Phil Long and George Siemens
ttempts to imagine the future of education often empha-
size new technologies—ubiquitous computing devices,
flexible classroom designs, and innovative visual dis-
plays. But the most dramatic factor shaping the future
of higher education is something that we can’t actu-
ally touch or see: big data and analytics. Basing decisions
on data and evidence seems stunningly obvious, and
indeed, research indicates that data-driven decision-
making improves organizational output and produc-
tivity.1 For many leaders in higher education, however,
experience and “gut instinct” have a stronger pull.
ILLUSTRATION BY FRANCESCO BONGIORNI, © 2011 w w w. e d u c a u s e . e d u / e r S E P T E M B E R / O C T O B E R 2 011 E D U C A U S E r e v i e w 31
Penetrating the Fog: Analytics in Learning and Education

Meanwhile, the move toward using cades, calls have been made for reform vide insight into which students are at
data and evidence to make decisions in the efficiency and quality of higher risk of dropping out or need additional
is transforming other fields. Notable education. Now, with the Internet, mo- support to increase their success, and
is the shift from clinical practice to bile technologies, and open education, confidence, in the learning process.
evidence-based medicine in health these calls are gaining a new level of Indeed, some in higher education
care. The former relies on individual urgency. Compounding this techno- have recently begun to consider how
physicians basing their treatment deci- logical and social change, prominent to apply analytics to better understand
sions on their personal experience with investors and businesspeople are ques- the learning process. EDUCAUSE and
earlier patient cases.2 The latter is about tioning the time and monetary value of the Next Generation Learning Chal-
carefully designed data collection that higher education.5 Unfortunately, the lenge, or NGLC (http://nextgenlearning
builds up evidence on which clinical crescendo of calls for higher education .org/), are focusing the educational
decisions are based. Medicine is look- reform lacks a foundation for making community on the possibilities that
ing even further toward computational decisions on what to do or how to guide can be achieved by modeling learning

Higher education, a field that gathers an


astonishing array of data about its “customers,”
has traditionally been inefficient in its data
use, often operating with substantial delays in
analyzing readily evident data and feedback.

modeling by using analytics to answer change. It is here—as a framework for interactions based on large-scale data
the simple question “who will get sick?” making learning-based reform deci- collection.
and then acting on those predictions to sions—that analytics will have the larg- The idea is simple yet potentially
assist individuals in making lifestyle or est impact on higher education. transformative: analytics provides a
health changes.3 Insurance companies new model for college and university
also are turning to predictive model- Data Explosion leaders to improve teaching, learning,
ing to determine high-risk customers. A byproduct of the Internet, comput- organizational efficiency, and decision
Effective data analysis can produce ers, mobile devices, and enterprise making and, as a consequence, serve
insight into how lifestyle choices and learning management systems (LMSs) as a foundation for systemic change.
personal health habits affect long-term is the transition from ephemeral to But using analytics requires that we
risks.4 Business and governments too captured, explicit data. Listening to a think carefully about what we need to
are jumping on the analytics and data- classroom lecture or reading a book know and what data is most likely to tell
driven decision-making trends, in the leaves limited trails. A hallway conver- us what we need to know. Continued
form of “business intelligence.” sation essentially vaporizes as soon as growth in the amount of data creates
Higher education, a field that gath- it is concluded. However, every click, an environment in which new or novel
ers an astonishing array of data about every Tweet or Facebook status update, approaches are required to understand
its “customers,” has traditionally been every social interaction, and every the patterns of value that exist within
inefficient in its data use, often operat- page read online can leave a digital the data. P.W. Anderson stated that
ing with substantial delays in analyzing footprint. Additionally, online learn- “more is different,” emphasizing that
readily evident data and feedback. Eval- ing, digital student records, student new models of and approaches to data
uating student dropouts on an annual cards, sensors, and mobile devices now interaction are desperately needed
basis leaves gaping holes of delayed capture rich data trails and activity when we are confronted with abun-
action and opportunities for interven- streams. dance. Or, as stated by David Gelernter:
tion. Organizational processes—such These learner-produced data trails “If you have three pet dogs, give them
as planning and resource allocation— provide valuable insight into what is names. If you have 10,000 head of
often fail to utilize large amounts of data actually happening in the learning cattle, don’t bother.”6 Quantity changes
on effective learning practices, student process and suggest ways in which the methods and approaches that we
profiles, and needed interventions. educators can make improvements. use to interact with and make sense of
Something must change. For de- Analysis of learner data may also pro- data.

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Penetrating the Fog: Analytics in Learning and Education

Google’s Marissa Mayer 7 suggests world in which almost all data interac- contributes to the breadth of meanings
that data is today defined by three tions, including scientific research, are attached to it. For our purposes here, a
elements: affected: reasonable definition of learning analytics
will help to guide discussion and frame
1. Speed—The increasing availabil- This is a world where massive activities.
ity of data in real time, making it amounts of data and applied math- According to the 1st International
possible to process and act on it ematics replace every other tool that Conference on Learning Analytics
instantaneously might be brought to bear. Out with and Knowledge, “learning analytics is
2. Scale—Increase in computing power: every theory of human behavior, the measurement, collection, analysis
Moore’s law (stating that the num- from linguistics to sociology. Forget and reporting of data about learners
ber of transistors on a circuit board taxonomy, ontology, and psychol- and their contexts, for purposes of un-
will double roughly every two years) ogy. Who knows why people do derstanding and optimising learning
continues to hold true. what they do? The point is they do and the environments in which it oc-
3. Sensors—New types of data: “Social it, and we can track and measure it curs.”11 Academic analytics, in contrast,
data is set to be surpassed in the data with unprecedented fidelity. With is the application of business intel-
economy, though, by data published enough data, the numbers speak for ligence in education and emphasizes
by physical, real-world objects like themselves.10 analytics at institutional, regional, and
sensors, smart grids and connected international levels. John P. Camp-
devices”—that is, the “Internet of The key emphasis in big data is that bell, Peter B. DeBlois, and Diana G.
Things.”8 the data itself is a point of or a path to Oblinger stated: “Analytics marries
value generation in organizations. Data large data sets, statistical techniques,
Taken together, these three ele- is not simply the byproduct of interac- and predictive modeling. It could be
ments create a situation in which exist- tions and activities within an organiza- thought of as the practice of mining in-
ing data-management and decision- tion. Data is a critical value layer for stitutional data to produce ‘actionable
making approaches simply are not governments, corporations, and higher intelligence.’ ”12
feasible. Understanding how activities education institutions. Learning analytics is more specific
such as research, teaching, and sup- than academic analytics: the focus of
port services contribute to learners’ Learning Analytics the former is exclusively on the learn-
achievement is not possible in the In colleges and universities, the data ing process, as detailed in Table 1.
currently largely linear data-collection focus is increasingly expressed using Academic analytics reflects the role of
and data-analysis model. Information the term learning analytics. Though still a data analysis at an institutional level,
abundance, and the attendant institu- young concept in education, learning an- whereas learning analytics centers on
tional complexity involved in defining alytics already suffers from term sprawl. the learning process (which includes
and enacting strategy, suggest rethink- The ubiquity of the term analytics partly analyzing the relationship between
ing the role that analytics can play in
making sense of data.
TABLE 1: LEARNING AND ACADEMIC ANALYTICS

Big Data TYPE OF ANALYTICS LEVEL OR OBJECT OF ANALYSIS WHO BENEFITS?


Big data is a term used to describe Course-level: social networks, Learners, faculty
the new context of abundance. The conceptual development,
McKinsey Global Institute defines big discourse analysis, “intelligent
data as “datasets whose size is beyond Learning curriculum”
Analytics
the ability of typical database software Departmental: predictive Learners, faculty
tools to capture, store, manage and ana- modeling, patterns of success/
lyze.”9 In response to the limitations of failure
existing data-management techniques, Institutional: learner profiles, Administrators, funders,
a new breed of technologies (e.g., performance of academics, marketing
Hadoop), databases, and techniques knowledge flow
(e.g., data-mining or knowledge discov- Academic Funders, administrators
Regional (state/provincial):
ery in databases) has been developed. Analytics
comparisons between systems
As a consequence, theorists have pos-
ited that something fundamental has National and International National governments,
education authorities
changed with the data itself, creating a

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Penetrating the Fog: Analytics in Learning and Education

Academic analytics reflects the role of data


analysis at an institutional level, whereas learning
analytics centers on the learning process (which
includes analyzing the relationship between
learner, content, institution, and educator).
learner, content , institution, and learners in achieving success. By an- for improvement. Learning-facing
educator). alyzing discussion messages posted, analytics, such as the University
The distinction of academic analyt- assignments completed, and mes- of Maryland, Baltimore County
ics as similar to business intelligence sages read in LMSs such as Moodle (UMBC) Check My Activity tool, al-
raises the need for a model or stage of and Desire2Learn, educators can lows learners to “compare their own
learning analytics development. We identify students who are at risk of activity . . . against an anonymous
propose the following cycle to reflect dropping out.13 summary of their course peers.”15
analytics in learning: 3. They can create, through trans-
parent data and analysis, a shared Moving Beyond the LMS
1. Course-level: learning trails, social understanding of the institution’s Analytics from LMSs—or VLEs (Virtual
network analysis, discourse analysis successes and challenges. Learning Environments), as they are
2. Educational data-mining: predic- 4. They can innovate and transform known in Europe)—offers one source
tive modeling, clustering, pattern the college/university system, as of data for predicting the success of
mining well as academic models and peda- learners. Morris, Finnegan, and Wu
3. Intelligent curriculum: the develop- gogical approaches. compared basic activities related to
ment of semantically defined cur- 5. They can assist in making sense of LMS participation (e.g., content pages
ricular resources complex topics through the combi- viewed, number of posts) and dura-
4. Adaptive content: adaptive sequence nation of social networks and tech- tion of participation (e.g., hours spent
of content based on learner behav- nical and information networks: viewing discussion pages and content)
ior, recommender systems that is, algorithms can recognize in LMSs and found significant dif-
5. Adaptive learning: the adaptive learn- and provide insight into data and at- ferences between “withdrawers” and
ing process (social interactions, risk challenges. “successful completers,” concluding
learning activity, learner support, 6. They can help leaders transition to that “time spent on task and frequency
not only content) holistic decision-making through of participation are important for suc-
analyses of what-if scenarios and cessful online learning.”16 Leah P. Mac-
The Value of Analytics experimentation to explore how fadyen and Shane Dawson advocate
for Higher Education various elements within a complex for early-warning reporting tools that
Analytics spans the full scope and discipline (e.g., retaining students, “can flag at-risk students and allow in-
range of activity in higher education, reducing costs) connect and to ex- structors to develop early intervention
affecting administration, research, plore the impact of changing core strategies.”17
teaching and learning, and support elements. LMSs have been adopted as learn-
resources. The college/university thus 7. They can increase organizational ing analytics tools because the data
must become a more intentional, in- productivity and effectiveness by captured is structured and reflects the
telligent organization, with data, evi- providing up-to-date information learners’ interaction within a system.
dence, and analytics playing the central and allowing rapid response to But distributed networks and physical
role in this transition. challenges. world interactions present additional
How do big data and analytics gen- 8. They can help institutional leaders challenges for analytics. For example,
erate value for higher education? determine the hard (e.g., patents, most LMS analytics models do not cap-
research) and soft (e.g., reputation, ture activity by online learners outside
1. They can improve administrative profile, quality of teaching) value of an LMS (i.e., in Facebook, Twitter, or
decision-making and organiza- generated by faculty activity.14 blogs). Similarly, most analytics models
tional resource allocation. 9. They can provide learners with in- do not capture or utilize physical-
2. They can identify at-risk learners sight into their own learning habits world data, such as library use, access to
and provide intervention to assist and can give recommendations learning support, or academic advising.

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Penetrating the Fog: Analytics in Learning and Education

FIGURE 1: ASSESSMENT THROUGH ANALYTICS


of the success that has accompanied
the development of the Khan Academy
learning modules, even with their sim-
Architecture of plistic, mastery-based approach.18
Learner Degree/
▲ knowledge in a


knowledge Qualification Concluding Thoughts
discipline
L earning analytics is still in the early
stages of implementation and experi-
▲ mentation. Numerous questions exist
around how analytics relates to exist-
▲ ing organizational systems. Campbell,
DeBlois, and Oblinger detailed the
Developed through
various concerns that the use of ana-
Intelligent data lytics generates in higher education,

including privacy, profiling, informa-


Formal Informal tion sharing, and data stewardship.19
How can the potential value of the data
Mobile devices such as smartphones dicting what they’ll do in the future. be leveraged without succumbing to
and tablets/iPads offer the prospect of Analytics in education must be trans- the dangers associated with tracking
bridging the divide between the physi- formative, altering existing teaching, students’ learning options based on
cal and digital worlds by capturing learning, and assessment processes, deterministic modeling? Additionally,
location and activity. Similarly, clickers academic work, and administration. how transparent are the algorithms
in classrooms can be integrated with When analytics is applied to cur- and weighting of analytics? How “real
data from learners’ activity in online ricular resources, the traditional view time” should analytics be in classroom
environments, providing additional of courses is disrupted. The knowledge, settings? Finally, since we risk a return
insight into factors that contribute to attitudes, and skills required in any to behaviorism as a learning theory if
learners’ success. domain can be rendered as a network we confine analytics to behavioral data,
Massive Open Online Courses of relations. The semantic web and how can we account for more than be-
(MOOCs), which occur in decentral- linked data are partial instantiations of havioral data?
ized, distributed teaching and learning this concept. Knowledge domains can Undoubtedly, analytics and big data
networks, offer another challenge. On- be mapped, and learner activity can have a significant role to play in the fu-
line social media monitoring tools (e.g., be evaluated in relation to those maps. ture of higher education. The growing
Radian6) and reputation or influence Instead of being an “end of course” ac- role of analysis techniques and tech-
monitoring tools (e.g., Klout) may pro- tivity, assessment is performed in real nologies in government and business
vide educators with a model for analyt- time as learners demonstrate mastery of sectors affirms this trend. In education
ics in such networks, in which activity important concepts or ideas (see Figure the value of analytics and big data can
is distributed across multiple sites and 1). Learning content is not provided in be found in (1) their role in guiding
multiple identities. a packaged textbook but is rendered or reform activities in higher education,
computed ”on the fly,” providing each and (2) how they can assist educators in
Intelligent Curriculum learner with resources relevant to his improving teaching and learning.
It is not sufficient to treat big data and or her profile, learning goals, and the Yet there are reasons to be cautious
analytics as useful only for evaluating knowledge domain the learner is at- as the development of analytical tools
what learners have done and for pre- tempting to master. This is the essence for modeling learners’ interactions

It is not sufficient to treat big data and analytics


as useful only for evaluating what learners
have done and for predicting what they’ll do
in the future. Analytics in education must be
transformative.

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Penetrating the Fog: Analytics in Learning and Education

gains attention. Like other behavior their peers or about their progress in publications/big_data/pdfs/MGI_big_data_
patterns, models that are deterministic relation to their personal goals can be exec_summary.pdf>.
10. Chris Anderson, “The End of Theory: The Data
assume that future conditions can be motivating and encouraging. Finally, Deluge Makes the Scientific Method Obsolete,”
completely determined by knowing administrators and decision-makers Wired, June 23, 2008, <http://www.wired.com/
both the past and the present condi- are today confronted with tremendous science/discoveries/magazine/16-07/pb_
theory>.
tions of the subject involved. This can uncertainty in the face of budget cuts 11. 1st International Conference on Learning
be a convenient simplification from and global competition in higher edu- Analytics and Knowledge, Banff, Alberta,
the more challenging requirements cation. Learning analytics can pene- February 27–March 1, 2011, <https://tekri
.athabascau.ca/analytics/>.
of alternative approaches. Stochastic trate the fog of uncertainty around how 12. John P. Campbell, Peter B. DeBlois, and Diana
models, on the other hand, are proba- to allocate resources, develop competi- G. Oblinger, “Academic Analytics: A New Tool
bilistic: even with full knowledge of tive advantages, and most important, for a New Era,” EDUCAUSE Review, vol. 42, no. 4
(July/August 2007), pp. 40–57, <http://www
the present state of things, we cannot improve the quality and value of the .educause.edu/library/erm0742>.
be sure of the future. We must guard learning experience. n 13. Leah P. Macfadyen and Shane Dawson, “Mining
against drawing conclusions about LMS Data to Develop an ‘Early Warning System’
for Educators: A Proof of Concept,” Computers &
learning processes based on question- Education, vol. 54, no. 2 (2010), pp. 588–599.
Notes
able assumptions that misapply simple 1. Erik Brynjolfsson, Lorin M. Hitt, and Heekyung 14. The approach of determining value remains
Hellen Kim, “Strength in Numbers: How Does controversial, since many aspects of the
Data-Driven Decisionmaking Affect Firm educational system do not map to economic
Performance?” Social Science Research Network, value. See Simon Head, “The Grim Threat to
Working Paper Series, April 22, 2011, <http:// British Universities,” New York Review of Books,
papers.ssrn.com/sol3/papers.cfm?abstract_id= December 16, 2010, <http://www.nybooks.com/
1819486#>. articles/archives/2011/jan/13/grim-threat-
2. See “Evidence-based Medicine: What Does It british-universities/?page=1>.
Really Mean?” Progress in Reproductive Health 15. John Fritz, guest speaker, “Introduction to
Research, 1999, <http://www.reproline.jhu.edu/ Learning and Knowledge Analytics: An Open
english/6read/6issues/6progress/prog54_b Online Course,” week 1, January 11, 2011,
.htm>. <http://www.learninganalytics.net/syllabus
3. See Heritage Provider Network Health Prize .html>.
Competition: <http://www.heritagehealthprize 16. Libby V. Morris, Catherine Finnegan, and
.com/c/hhp>. Sz-Shyan Wu, “Tracking Student Behavior,
4. Leslie Scism and Mark Maremont, “Insurers Persistence, and Achievement in Online
Test Data Profiles to Identify Risky Clients,” Courses,” The Internet and Higher Education, vol. 8,
Wall Street Journal, November 19, 2010, <http:// no. 3 (2005), pp. 221–231.
online.wsj.com/article/SB100014240527487046 17. Macfadyen and Dawson, “Mining LMS Data,”
48604575620750998072986.html>. p. 589.
5. Sarah Lacy, “Peter Thiel: We’re in a Bubble and 18. See Clive Thompson, “How Khan Academy Is
It’s Not the Internet, It’s Higher Education,” Changing the Rules of Education,” Wired, July
TechCrunch, April 10, 2011, <http://techcrunch 15, 2011, <http://www.wired.com/magazine/
.com/2011/04/10/peter-thiel-were-in-a-bubble- 2011/07/ff_khan/all/1>.
and-its-not-the-internet-its-higher-education/>; 19. Campbell, DeBlois, and Oblinger, “Academic
William H. Gross, “School Daze, School Daze, Analytics.”
Good Old Golden Rule Days,” PIMCO, <http://
www.pimco.com/EN/Insights/Pages/School- © 2011 Phil Long and George Siemens. The text of
Daze-School-Daze-Good-Old-Golden-Rule- this article is licensed under the Creative Commons
Days.aspx>. Attribution-NonCommercial 3.0 License (http://
models to a complex challenge. Learn- 6. P. W. Anderson, “More Is Different,” Science, creativecommons.org/licenses/by-nc/3.0/).
vol. 177, no. 4047 (August 4, 1972), pp. 393–396;
ing is messy, and using analytics to de- David Gelernter, “The Second Coming: A Phil Long (longpd@uq.edu
scribe learning won’t be easy. Manifesto,” Edge, December 31, 1999, <http://
edge.org/conversation/the-second-coming-a- .au) is a Professor in the
Learning analytics is essential for
manifesto>. Schools of ITEE and
penetrating the fog that has settled over 7. “Innovation at Google: The Physics of Data,” Psychology and is Director
much of higher education. Educators, PARC Forum, <http://www.slideshare.net/
PARCInc/innovation-at-google-the-physics-of- of the Centre for Educational
students, and administrators need a
data>. Innovation & Technology at
foundation on which to enact change. 8. Marshall Kirkpatrick, “China Moves to the University of Queensland.
For educators, the availability of real- Dominate the Next Stage of the Web,”
ReadWriteWeb, August 12, 2010, <http://www George Siemens (gsiemens@
time insight into the performance of
.readwriteweb.com/archives/china_moves_to gmail.com) is with the
learners—including students who are _dominate_the_next_stage_of_the_web_internet Technology Enhanced
at-risk—can be a significant help in _of_things.php>.
9. James Manyika, “Big Data: The Next Frontier Knowledge Research
the planning of teaching activities.
for Innovation, Competition, and Productivity,” Institute at Athabasca
For students, receiving information Executive Summary, McKinsey Global Institute, University.
about their performance in relation to May 2011, <http://www.mckinsey.com/mgi/

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