A report on the progress and accomplishments of the Karuta Open Source Portfolio incubation project under the guidance of the Apereo Foundation

1. KARUTA Open Source Portfolio
State of the Project
Jacques Raynauld, HEC Montréal Janice Smith, Three Canoes LLC
Olivier Gerbé, HEC Montréal Shoji Kajita, Kyoto University
Kumiko Kondo, Kyoto University Eric Giraudin, IUT2 Grenoble
Open Apereo, June 1, 2015

2. • A next generation open source
ePortfolio
• Created in the spirit of the Open
Source Portfolio (OSP) tools
• Dramatic flexibility in designing
portfolios for learning, assessment,
reporting, and showcasing
• LTI integration with an LMS
• Migration path from OSP
• Available for piloting and production
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Karuta Open Source Portfolio

3. • Highly customizable – no coding
required
• IMS LTI-1 and LTI-2 enabled
• Multilingual
• Responsive Design (for use on
mobile devices)
• OSP import (proof of concept)
• Dashboard for assessment and
reporting
• jQuery/javascript/front end
(Twitter Bootstrap)
• Java/mySQL-Oracle back end
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Key Features of Karuta

4. Student Level
• Documentation and
reflection on learning
• Self assessment of
learning
• Resumes
• Showcasing learning
for designing and integrating all portfolio types.
Karuta Offers Unique Capabilities
4
Instructor Level
• Assessment of learning
• Rating dashboards
• Teaching portfolios
Institutional Level
• Assessment of learning
• Accreditation reports
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5. Karuta Roadmap
• Karuta 1.2 projected for October 2015
• Continue the IUT-2 Grenoble and Kyoto deployment
• Begin new pilots in the Canada and the USA
• OSP export / Karuta import with a current implementation
• Sharing portfolios via public URLs
• Request feedback or evaluation via email notification
• Completing the Apereo Incubation process
• Building a Karuta community within the Apereo Portfolio community
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6. KARUTA in 5 Slides : #1 Structure
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Root
Unit
Unit
UnitStructure
UnitStructure
Root
Structure
Unit
UnitStructure
Context
Resource
Resource
Context
Resource
Context
Resource
Context
Structure

7. Copy
• Menu
Proxy - link
• Proxy
Read value
• Get_Ressource
Karuta in 5 Slides : #2 Operations on the Trees
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8. Semantic tags
• Organize,
retrieve
Actions/role
• Read
• Edit
• Delete
• Comment
• Submit
• Show
• Information
Display
• CSS
• Free
positionning
• inline
Karuta in 5 Slides : #3 Properties of Nodes/Leaves
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9. 9
Karuta in 5 Slides : #4 Architecture
Application (javascript jQuery html css)
Karuta-core (javascript jQuery html css)
Karuta-Backend (java)
File Server (java)MySQL Oracle
BrowserServer
Rest API Web Services
Internet
Ajax
ESUP Paris 2015

10. KARUTA
Designer
Prototype -
Pilot
KARUTA
Production -
Instanciation
Karuta in 5 Slides : #5 Prototyping
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11. ESUP Paris 2015 11
Karuta Use Case: School of Education (Montréal)

12. ESUP Paris 2015 12
Karuta Use Case: School of Education (Montréal)

13. ESUP Paris 2015 13
HEC Montréal – Master’s in Electronic Commerce

14. ESUP Paris 2015 14
HEC Montréal – Master’s in Electronic Commerce

15. ESUP Paris 2015 15
AAC&U Rubrics (Parts)

19. Migration of Data from OSP to Karuta
19
Objectives:
• Construct Karuta resources that act like OSP matrices and forms
• Export OSP content and import it to Karuta for re-use
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20. OSP Content for Migration to Karuta
20
Attachments to matrix cells and to forms:
• Copied from Sakai Resources
• Uploaded directly from user desktop
Content of form fields
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21. Karuta Incubation Criteria
• 4.1 Legal
• 4.1.1 Outbound Licensing
• 4.1.2 Third Party Licensing
• 4.1.3 Contributor Agreements
• 4.1.4 Trademarking
• 4.2 Community
• A. Involvement
• B. Organization
• C. Operation
• 4.3 Governance
• 4.4 Voting
• 4.5 Conflict Resolution
• 4.6 Release Plans
• 4.7 Current Release
• 4.8 Alignment and Synergy
• 4.9 Infrastructure
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22. Legal
22
4.1 Legal
• 4.1.1 Outbound Licensing – Complete and approved
• 4.1.2 Third Party Licensing – Complete and approved
• 4.1.3 Contributor Agreements – All complete except one CCLA and one ICLA
• 4.1.4 Trademarking - Process initiated for USA, awaiting completion of Karuta
website
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23. Community
23
4.2 Community
• A. Involvement
• Four institutions and one commercial partner involved in project
• Seeking additional partners and contributors as well as users, especially in the USA
• Presentations and BoFs at three Open Apereo Conferences
• Webinars for Apereo and Sakai T&L Community as well as several potential adopters
• OSP users may or may not be intending to adopt Karuta
• B. Organization
• More to be done post conference
• Sakai Portfolio Community is not the same as the Karuta Portfolio Community
• C. Operation
• More to be done once a community has been (re)formed
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24. Governance, Voting, Conflict Resolution
24
4.3 Governance
• Governance document approved
4.4 Voting
• Currently by consensus
4.5 Conflict Resolution
• Conflict resolution document approved
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25. Release Plans and Current Release
25
4.6 Release Plans
• Releases managed through GItHub projects (front end, back end, file server)
• Announcements distributed to community
4.7 Current Release
• Karuta 1.1 released in May 2015
• More documentation needed
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26. Alignment and Synergy
26
4.8 Alignment and Synergy
• Collaboration in process with
• LTI-1 and LTI-2 development
• Apereo OAE
• Learning Analytics
• ELGG (social networking)
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27. Infrastructure
27
4.9 Infrastructure
a. Software versioning and revision system – Using GitHub
b. Issue tracking system – Plan to use GitHub
c. Publicity regarding mailing lists or other clear communications
channels – Lists in place but unused
d. Future plans, directions and objectives articulated and accessible –
Much more work required
e. Project website is current with instructions for installation and
configuration – Website in progress, minimal instructions on GitHub
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28. Current Challenge #1: Transparency
28
Issues:
• The current, publically available information on Karuta does not list the
backlog of feature requests, their priority and timeline, or the approach for
addressing them.
• Release management and QA process are not currently transparent.
Recommendation:
• Use GitHub to track issues and feature requests as well as for release
management
• Use website to openly discuss release plans, QA, and performance testing.
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29. Current Challenge #2: Mission/Definition
29
Issues:
• What problem is Karuta solving?
• What new approach or philosophy is core to the design of Karuta?
• What are its strengths and limitations?
• Who should be interested in Karuta and why?
Recommendations:
• Develop and distribute comprehensive information about the benefits of
Karuta for specific audiences.
• Provide regular updates via websites and blogs.
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30. Current Challenge #3: Authentic Use Cases
Issues:
• Karuta is so flexible that it does not suggest any particular purpose.
• Karuta is targeted at instructional designers but they are not institutional
decision makers.
Recommendations:
• Identify ideal portfolio use cases and configure Karuta to meet those needs.
• Create public facing collateral that allows decision makers to identify Karuta
as a capable product for their use.
• Document why Karuta is better than other tools for these use cases and
identify issues that prevent it from being better.
Open Apereo 20156/1/15

31. 6/1/15 Open Apereo 2015
Karuta Corporate Contributors
• Polytechnique Montréal
• ePortfolium
• IUT-2 Grenoble
• Information Management and Communication, Kyoto University
• Global Survivability Studies, Kyoto University
• Three Canoes LLC

32. • Olivier Gerbé -- HEC Montréal
• Jacques Raynauld -- HEC Montréal
• Claude Coulombe -- HEC Montréal
• Nicole Teta Nokam -- Polytechnique Montréal
• Nobry Ouk -- Polytechnique Montréal
• Thi Lan Anh Dinh -- Polytechnique Montréal
• Ricardo Camarero -- Polytechnique Montréal
• Mathieu Cournoyer -- Bureau principal, HEC
Montreal
• Bruno Cloutier -- Bureau principal, HEC
Montreal
• Marc Vassoille -- IUT-2 Grenoble
• Laurent Astier -- IUT-2 Grenoble
• Eric Giraudin -- IUT-2 Grenoble
• Vincent Miet -- IUT-2 Grenoble
• Chris Maurer -- Three Canoes LLC
• Sean Keesler -- Three Canoes LLC
• Janice Smith -- Three Canoes LLC
• Shoji Kajita -- Kyoto University
• Koichiro Tonomura -- Kyoto University
• Shuichi Kawai -- Kyoto University
• Kaoru Takara -- Kyoto University
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Karuta Individual Contributors

33. For More Information:
• Merci pour votre attention!
Learn about us:
• karutaproject.org
• apereo.org/content/karuta
Try Karuta:
• eportfolium.com/karuta
Follow us:
KARUTA ePortfolio
KarutaOSP
Download Karuta:
• github.com/karutaproject
Contact us:
• jacques.raynauld@hec.ca
• janice.smith@threecanoes.com
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