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402 Getting Started With eLearning
     Standards and SCORM
     Tom Winterstein, Vice President
   HunterStone, Inc. - USA, UK, Australia
            September 2007
Presentation Outline
  Standards – “Can’t live with them, can’t live
   without them”
  What’s all the “hype” about eLearning?
  SCORM – Another acronym?
  eLearning for your organization– The toolbox
   approach
  Best Practices – who gets to define “Best”
  Will eLearning replace classroom training?
  Resources
                                          2
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Why Standards?
  Historical data indicates that the launching point
   for any new time period of innovation includes
   the adoption of common standards
     •Railroad tracks
     •Telephone

     •Video Tape

     •Email protocols

     •Internet




                                           3
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Types of Standards…
  De jure standards – by directive or law
  De facto – when a critical mass or majority
   choose to adopt and use a specification
  The ideal state is when a de jure standard is
   also de facto!
  What standards would you be least willing to
   give up or switch away from? (answer in the chat box)


                                             4
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eLearning…What is it?
  Simply stated it is training or learning that
   occurs via on-line and/or offline technologies
  In 1999, John Chambers, CEO Cisco Systems
   stated "The next big killer application for the
   Internet is going to be education. Education over
   the Internet is going to be so big it is going to
   make e-mail look like a rounding error."



                                          5
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So Where Are We Now?
  Has eLearning become a “Killer App?”




                                          6
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So Where Are We Now?
  Has eLearning become a “Killer App?”
  It depends on your type of organization and
   where it is located.




                                          7
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So Where Are We Now?
  Has eLearning become a “Killer App?”
  It depends on your type of organization and
   where it is located.
  eLearning is no longer just for the early adopters
   and those who wish to be on the leading edge…




                                           8
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So Where Are We Now?
  Has eLearning become a “Killer App?”
  It depends on your type of organization and
   where it is located.
  eLearning is no longer just for the early adopters
   and those who wish to be on the leading edge…
  It should be very strategic to the organization
   and not just implemented ad-hoc


                                           9
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Strategic initiatives should adhere to standards

  These industries do:
     •Manufacturing

     •Healthcare

     •Airline

     •Financial

     •Etc…




                                       10
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When eLearning Became Strategic
Advanced Distributed Learning (ADL)

  The Office of the U.S. Under Secretary of Defense for Personnel and
   Readiness (OUSD P&R) was tasked with leading a collaborative effort
   to harness the power of information technologies to modernize
   structured learning.  Through the sponsorship of the OUSD P&R, the
   creation of the Advanced Distributed Learning Initiative was formed
   as a developer and implementer of learning technologies across the
   Department of Defense (DoD).

  ADL employs a structured, adaptive, collaborative effort between the
   public and private sectors to develop the standards, tools and
   learning content for the learning environment of the future.  The
   vision of the ADL Initiative is to provide access to the highest-quality
   learning and performance aiding that can be tailored to individual
   needs and delivered cost-effectively, anytime and anywhere.

                                                              11
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ADL Strategy
  Work closely with industry, government, and academia
   to promote common, open international specifications
   and standards that will enable reuse and
   interoperability of learning content

  Promote widespread collaboration that can satisfy
   common needs

  Enhance performance with emerging learning
   technologies

  Promote a coordinated implementation process with
   incentives for organizational and cultural change
                                               12
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So what is SCORM and how did it evolve?
  S harable C ontent O bject R eference M odel
    •SCORM is a collection of standards and specifications adapted from
     multiple sources to provide a comprehensive suite of e-learning
     capabilities that enable interoperability, accessibility and reusability of
     Web-based learning content. www.adlnet.org




                                                                  13
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So what is SCORM and how did it evolve?
  S harable C ontent O bject R eference M odel
    •SCORM is a collection of standards and specifications adapted from
     multiple sources to provide a comprehensive suite of e-learning
     capabilities that enable interoperability, accessibility and reusability of
     Web-based learning content. www.adlnet.org
  Key Benefits:
    •Allows students and educators to scale, share and reuse learning
     content
    •Makes learning content discoverable through interoperability with
     content repositories
    •Enables the development of adaptive learning systems that can
     assemble content to meet the learner's needs "on the fly“



                                                                  14
www.GetTHESIS.com
So what is SCORM and how did it evolve?
  S harable C ontent O bject R eference M odel
    •SCORM is a collection of standards and specifications adapted from
     multiple sources to provide a comprehensive suite of e-learning
     capabilities that enable interoperability, accessibility and reusability of
     Web-based learning content. www.adlnet.org
  Key Benefits:
    •Allows students and educators to scale, share and reuse learning
     content
    •Makes learning content discoverable through interoperability with
     content repositories
    •Enables the development of adaptive learning systems that can
     assemble content to meet the learner's needs "on the fly“
  Technically, it’s currently a specification that includes multiple
   standards
                                                                  15
www.GetTHESIS.com
SCORM Timeline
                                                     Jan. 01                Jul. 04 SCORM
                                   Jan. 00           SCORM 1.1              2004 2nd
                                   SCORM 1.0         released               Edition released
           Nov. 97
                                   released
           White House
           Co-sponsors                                       Oct. 01
           ADL Kick-off                                      SCORM 1.2
           Meeting                                           released




        1997           1998     1999     2000    2001    2002      2003    2004       2005     2006


            Jan. 98
            Executive Memo
            citing ADL as a            Feb. 99        June 00      Jan. 04 SCORM
            model for federal          SCORM 0.7.3    Plugfest 1   2004 1st
            agencies                   1st Draft                   Edition released   Sept. 06
                                       Version                                        SCORM 2004
                                                                                      3rd Edition
Source = ADL website
When is SCORM Important?
 When an organization wants to create:
  •Standards  based content
  •Sharable content

  •Reusable content

  •Searchable content

  •Customizable content

  •“Sellable” content




                                          17
  www.GetTHESIS.com
SCORM Principles (aka the “ilities”)
                    Interoperability: the ability to take instructional
                    components developed in one system and use them in
                    another system.


                    Accessibility: the ability to locate and access
                    instructional components from multiple locations and
                    deliver them to other locations.


                    Reusability: the ability to use instructional
                    components in multiple applications, courses
                    and contexts.




                                                            18
www.GetTHESIS.com
SCORM Principles (aka the “ilities”)

                    Durability: the ability to withstand technology
                    changes over time without costly redesign,
                    reconfiguration or recoding.


                    Maintainability: the ability to withstand content
                    evolution and changes without costly redesign,
                    reconfiguration or recoding.



                    Adaptability: the ability to change to satisfy
                    differing user needs.



                                                            19
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SCORM Benefits
  An object-based approach for developing and delivering instructional
   content

  Interoperability of these objects across multiple delivery
   environments

  The ability to craft sophisticated learning strategies based on the
   learner’s mastery and progress

  The means to package learning content and instructional strategies
   for import and export

  The means to tag content so it may be found


                                                                20
www.GetTHESIS.com
Key SCORM 2004 Concepts
  Shareable content
  Communications
  Sequencing
  Metadata




                           21
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SCORM enables content to be shared through

  The Content Model

  Content Aggregation

  Content Packaging




                                   22
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Content packages contain two components


                    Manifest
                     Describe the content
                     Describes the organization
                     Enumerates the resources contained



                    Physical files
                     The actual content




                                                  23
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Communications
  SCORM enables content to interoperate with
   diverse SCORM Conformant Learning
   Management Systems (LMS) through
     •The SCORM Run-time Environment
     •Launch

     •Application Programming Interface (API)

     •Data Model




                                                24
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Sequencing
  SCORM enables the delivery of learning activities in an
   instructionally meaningful manner through sequencing.
     •Designers     may specify sequencing behaviors at authoring
     stage
     •Activities may be sequenced at time of delivery based on a
     learner’s actions or performance
     •Sequencing behaviors are external from the content to
     facilitate reuse




                                                       25
www.GetTHESIS.com
Metadata
  Metadata has several important functions within
   SCORM:
     •Describes      what a content object or package
      contains

     •Specifiesproperties of a content object such as
      language or level of difficulty

     •Enables       meaningful searches for content

                                                  26
www.GetTHESIS.com
Learning Management Systems (LMS)

  A suite of functionalities designed deliver, track,
   report on and manage learning content, learner
   progress and learner interactions.




                                            27
www.GetTHESIS.com
Learning Management Systems (LMS)

  A suite of functionalities designed deliver, track,
   report on and manage learning content, learner
   progress and learner interactions.
  Most are SCORM 1.2 conformant but not yet
   2004 but that’s OK!




                                            28
www.GetTHESIS.com
The Big Picture




                    29
www.GetTHESIS.com
So How Do You Create SCORM Content?

  Develop a SCORM content authoring “tool box”
  Many good tools available
  Use the right tool for the right project
  “Don’t use a screw driver as a hammer!”




                                       30
www.GetTHESIS.com
Content is “King”
  Many organizations already have existing
   content from instructor led training courses
  Subject matter experts within an organization
   typically already have their instructor led training
   content in some sort of electronic format
  To Create or Convert?
  Content companies offer libraries of off the shelf
   content
  Which is right for your organization?

                                             31
www.GetTHESIS.com
An example…
  SCORM content creation, conversion, packaging,
   and assessment with THESIS.




                                        32
www.GetTHESIS.com
Best Practices – Who defines “Best”
  Learners
  Instructional designers
  Management and other stake holders
  Not all content is suitable for eLearning
  Each organization must determine its own
   Return On Investment for eLearning



                                         36
www.GetTHESIS.com
Look who is adopting SCORM
  US Department of Defense (DoD)

  Government Agencies
     •IRS,CDC, DoL, NGB, NSA, USPS, TSA, VA, NASA, TSWG,
      NATO, others

  Industry
     •Daimler   Chrysler, IBM, Microsoft, Boeing, LG, Verizon,
      Delta Airlines, Oracle, Cisco, McDonalds, Home Depot,
      others

  International
     •Australia,    Canada, Asia, Europe, Latin America, others

                                                        37
www.GetTHESIS.com
Case Study
  “THESIS Transforms Microsoft Office into a Dynamic
   Tool for 21st Century Learning”

     •Facing a “Build or Buy” decision Microsoft licensed SCORM
      technology from HunterStone in the form of THESIS Lite.
      www.Microsoft.com/LearningEssentials

     •Available
              in 12 languages to Microsoft Education
      Customers around the globe

     •www.GetTHESIS.com/CaseStudyMS.htm



                                                   38
www.GetTHESIS.com
Is it possible for SCORM to be a du jour
and defacto learning standard?
  For the US Government, European Union, and
   NATO it already is.
  By the end of 2008 all UK all schools are
   required to have IT support for learning. By
   2011 they must have a virtual learning
   environment.
  Korea’s education system was the first to adopt
   SCORM on a nationwide education basis.

                                         39
www.GetTHESIS.com
What’s the future look like for SCORM?

  The ADL is working with ISO to facilitate
   adoption of SCORM as a national standard by
   other countries.
  ADL is exploring ways to open SCORM’s future
   evolution and maintenance to a proposed
   International Consortium for Interoperability in
   eLearning (ICIL) and move it out of the DoD.



                                           40
www.GetTHESIS.com
Will eLearning Replace Classroom Instruction?

  I hope not!
  Technology enabled learning has tremendous benefits
   for organizations
  Traditional classroom training has components that can
   not be replicated electronically
  "Teachers will never be replaced by technology - but
   teachers who use technology will replace those who do
   not." - B.W. Seibert
  Programs that include both classroom training and
   eLearning are called “Blended Learning”
                                              41
www.GetTHESIS.com
Resources & Industry Experts
  eLearning Guild – www.eLearningGuild.com
  ADL – www.adlnet.gov
  Brandon Hall – www.brandonhall.com
  Bersin & Associates – www.bersin.com
  The Masie Group – Elliot Masie www.masie.com




                                      42
www.GetTHESIS.com
Questions via chat
  Contact Information for Tom Winterstein
     •twinterstein@HunterStone.com

     •803           749-8980


     •Corporate  site www.HunterStone.com
     •Product site www.GetTHESIS.com



                               Thank you!
                                            43
www.GetTHESIS.com

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E learning standards_and_scorm

  • 1. 402 Getting Started With eLearning Standards and SCORM Tom Winterstein, Vice President HunterStone, Inc. - USA, UK, Australia September 2007
  • 2. Presentation Outline  Standards – “Can’t live with them, can’t live without them”  What’s all the “hype” about eLearning?  SCORM – Another acronym?  eLearning for your organization– The toolbox approach  Best Practices – who gets to define “Best”  Will eLearning replace classroom training?  Resources 2 www.GetTHESIS.com
  • 3. Why Standards?  Historical data indicates that the launching point for any new time period of innovation includes the adoption of common standards •Railroad tracks •Telephone •Video Tape •Email protocols •Internet 3 www.GetTHESIS.com
  • 4. Types of Standards…  De jure standards – by directive or law  De facto – when a critical mass or majority choose to adopt and use a specification  The ideal state is when a de jure standard is also de facto!  What standards would you be least willing to give up or switch away from? (answer in the chat box) 4 www.GetTHESIS.com
  • 5. eLearning…What is it?  Simply stated it is training or learning that occurs via on-line and/or offline technologies  In 1999, John Chambers, CEO Cisco Systems stated "The next big killer application for the Internet is going to be education. Education over the Internet is going to be so big it is going to make e-mail look like a rounding error." 5 www.GetTHESIS.com
  • 6. So Where Are We Now?  Has eLearning become a “Killer App?” 6 www.GetTHESIS.com
  • 7. So Where Are We Now?  Has eLearning become a “Killer App?”  It depends on your type of organization and where it is located. 7 www.GetTHESIS.com
  • 8. So Where Are We Now?  Has eLearning become a “Killer App?”  It depends on your type of organization and where it is located.  eLearning is no longer just for the early adopters and those who wish to be on the leading edge… 8 www.GetTHESIS.com
  • 9. So Where Are We Now?  Has eLearning become a “Killer App?”  It depends on your type of organization and where it is located.  eLearning is no longer just for the early adopters and those who wish to be on the leading edge…  It should be very strategic to the organization and not just implemented ad-hoc 9 www.GetTHESIS.com
  • 10. Strategic initiatives should adhere to standards  These industries do: •Manufacturing •Healthcare •Airline •Financial •Etc… 10 www.GetTHESIS.com
  • 11. When eLearning Became Strategic Advanced Distributed Learning (ADL)  The Office of the U.S. Under Secretary of Defense for Personnel and Readiness (OUSD P&R) was tasked with leading a collaborative effort to harness the power of information technologies to modernize structured learning.  Through the sponsorship of the OUSD P&R, the creation of the Advanced Distributed Learning Initiative was formed as a developer and implementer of learning technologies across the Department of Defense (DoD).  ADL employs a structured, adaptive, collaborative effort between the public and private sectors to develop the standards, tools and learning content for the learning environment of the future.  The vision of the ADL Initiative is to provide access to the highest-quality learning and performance aiding that can be tailored to individual needs and delivered cost-effectively, anytime and anywhere. 11 www.GetTHESIS.com
  • 12. ADL Strategy  Work closely with industry, government, and academia to promote common, open international specifications and standards that will enable reuse and interoperability of learning content  Promote widespread collaboration that can satisfy common needs  Enhance performance with emerging learning technologies  Promote a coordinated implementation process with incentives for organizational and cultural change 12 www.GetTHESIS.com
  • 13. So what is SCORM and how did it evolve?  S harable C ontent O bject R eference M odel •SCORM is a collection of standards and specifications adapted from multiple sources to provide a comprehensive suite of e-learning capabilities that enable interoperability, accessibility and reusability of Web-based learning content. www.adlnet.org 13 www.GetTHESIS.com
  • 14. So what is SCORM and how did it evolve?  S harable C ontent O bject R eference M odel •SCORM is a collection of standards and specifications adapted from multiple sources to provide a comprehensive suite of e-learning capabilities that enable interoperability, accessibility and reusability of Web-based learning content. www.adlnet.org  Key Benefits: •Allows students and educators to scale, share and reuse learning content •Makes learning content discoverable through interoperability with content repositories •Enables the development of adaptive learning systems that can assemble content to meet the learner's needs "on the fly“ 14 www.GetTHESIS.com
  • 15. So what is SCORM and how did it evolve?  S harable C ontent O bject R eference M odel •SCORM is a collection of standards and specifications adapted from multiple sources to provide a comprehensive suite of e-learning capabilities that enable interoperability, accessibility and reusability of Web-based learning content. www.adlnet.org  Key Benefits: •Allows students and educators to scale, share and reuse learning content •Makes learning content discoverable through interoperability with content repositories •Enables the development of adaptive learning systems that can assemble content to meet the learner's needs "on the fly“  Technically, it’s currently a specification that includes multiple standards 15 www.GetTHESIS.com
  • 16. SCORM Timeline Jan. 01 Jul. 04 SCORM Jan. 00 SCORM 1.1 2004 2nd SCORM 1.0 released Edition released Nov. 97 released White House Co-sponsors Oct. 01 ADL Kick-off SCORM 1.2 Meeting released 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 Jan. 98 Executive Memo citing ADL as a Feb. 99 June 00 Jan. 04 SCORM model for federal SCORM 0.7.3 Plugfest 1 2004 1st agencies 1st Draft Edition released Sept. 06 Version SCORM 2004 3rd Edition Source = ADL website
  • 17. When is SCORM Important?  When an organization wants to create: •Standards based content •Sharable content •Reusable content •Searchable content •Customizable content •“Sellable” content 17 www.GetTHESIS.com
  • 18. SCORM Principles (aka the “ilities”) Interoperability: the ability to take instructional components developed in one system and use them in another system. Accessibility: the ability to locate and access instructional components from multiple locations and deliver them to other locations. Reusability: the ability to use instructional components in multiple applications, courses and contexts. 18 www.GetTHESIS.com
  • 19. SCORM Principles (aka the “ilities”) Durability: the ability to withstand technology changes over time without costly redesign, reconfiguration or recoding. Maintainability: the ability to withstand content evolution and changes without costly redesign, reconfiguration or recoding. Adaptability: the ability to change to satisfy differing user needs. 19 www.GetTHESIS.com
  • 20. SCORM Benefits  An object-based approach for developing and delivering instructional content  Interoperability of these objects across multiple delivery environments  The ability to craft sophisticated learning strategies based on the learner’s mastery and progress  The means to package learning content and instructional strategies for import and export  The means to tag content so it may be found 20 www.GetTHESIS.com
  • 21. Key SCORM 2004 Concepts  Shareable content  Communications  Sequencing  Metadata 21 www.GetTHESIS.com
  • 22. SCORM enables content to be shared through  The Content Model  Content Aggregation  Content Packaging 22 www.GetTHESIS.com
  • 23. Content packages contain two components Manifest Describe the content Describes the organization Enumerates the resources contained Physical files The actual content 23 www.GetTHESIS.com
  • 24. Communications  SCORM enables content to interoperate with diverse SCORM Conformant Learning Management Systems (LMS) through •The SCORM Run-time Environment •Launch •Application Programming Interface (API) •Data Model 24 www.GetTHESIS.com
  • 25. Sequencing  SCORM enables the delivery of learning activities in an instructionally meaningful manner through sequencing. •Designers may specify sequencing behaviors at authoring stage •Activities may be sequenced at time of delivery based on a learner’s actions or performance •Sequencing behaviors are external from the content to facilitate reuse 25 www.GetTHESIS.com
  • 26. Metadata  Metadata has several important functions within SCORM: •Describes what a content object or package contains •Specifiesproperties of a content object such as language or level of difficulty •Enables meaningful searches for content 26 www.GetTHESIS.com
  • 27. Learning Management Systems (LMS)  A suite of functionalities designed deliver, track, report on and manage learning content, learner progress and learner interactions. 27 www.GetTHESIS.com
  • 28. Learning Management Systems (LMS)  A suite of functionalities designed deliver, track, report on and manage learning content, learner progress and learner interactions.  Most are SCORM 1.2 conformant but not yet 2004 but that’s OK! 28 www.GetTHESIS.com
  • 29. The Big Picture 29 www.GetTHESIS.com
  • 30. So How Do You Create SCORM Content?  Develop a SCORM content authoring “tool box”  Many good tools available  Use the right tool for the right project  “Don’t use a screw driver as a hammer!” 30 www.GetTHESIS.com
  • 31. Content is “King”  Many organizations already have existing content from instructor led training courses  Subject matter experts within an organization typically already have their instructor led training content in some sort of electronic format  To Create or Convert?  Content companies offer libraries of off the shelf content  Which is right for your organization? 31 www.GetTHESIS.com
  • 32. An example…  SCORM content creation, conversion, packaging, and assessment with THESIS. 32 www.GetTHESIS.com
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  • 36. Best Practices – Who defines “Best”  Learners  Instructional designers  Management and other stake holders  Not all content is suitable for eLearning  Each organization must determine its own Return On Investment for eLearning 36 www.GetTHESIS.com
  • 37. Look who is adopting SCORM  US Department of Defense (DoD)  Government Agencies •IRS,CDC, DoL, NGB, NSA, USPS, TSA, VA, NASA, TSWG, NATO, others  Industry •Daimler Chrysler, IBM, Microsoft, Boeing, LG, Verizon, Delta Airlines, Oracle, Cisco, McDonalds, Home Depot, others  International •Australia, Canada, Asia, Europe, Latin America, others 37 www.GetTHESIS.com
  • 38. Case Study  “THESIS Transforms Microsoft Office into a Dynamic Tool for 21st Century Learning” •Facing a “Build or Buy” decision Microsoft licensed SCORM technology from HunterStone in the form of THESIS Lite. www.Microsoft.com/LearningEssentials •Available in 12 languages to Microsoft Education Customers around the globe •www.GetTHESIS.com/CaseStudyMS.htm 38 www.GetTHESIS.com
  • 39. Is it possible for SCORM to be a du jour and defacto learning standard?  For the US Government, European Union, and NATO it already is.  By the end of 2008 all UK all schools are required to have IT support for learning. By 2011 they must have a virtual learning environment.  Korea’s education system was the first to adopt SCORM on a nationwide education basis. 39 www.GetTHESIS.com
  • 40. What’s the future look like for SCORM?  The ADL is working with ISO to facilitate adoption of SCORM as a national standard by other countries.  ADL is exploring ways to open SCORM’s future evolution and maintenance to a proposed International Consortium for Interoperability in eLearning (ICIL) and move it out of the DoD. 40 www.GetTHESIS.com
  • 41. Will eLearning Replace Classroom Instruction?  I hope not!  Technology enabled learning has tremendous benefits for organizations  Traditional classroom training has components that can not be replicated electronically  "Teachers will never be replaced by technology - but teachers who use technology will replace those who do not." - B.W. Seibert  Programs that include both classroom training and eLearning are called “Blended Learning” 41 www.GetTHESIS.com
  • 42. Resources & Industry Experts  eLearning Guild – www.eLearningGuild.com  ADL – www.adlnet.gov  Brandon Hall – www.brandonhall.com  Bersin & Associates – www.bersin.com  The Masie Group – Elliot Masie www.masie.com 42 www.GetTHESIS.com
  • 43. Questions via chat  Contact Information for Tom Winterstein •twinterstein@HunterStone.com •803 749-8980 •Corporate site www.HunterStone.com •Product site www.GetTHESIS.com Thank you! 43 www.GetTHESIS.com

Editor's Notes

  1. Ideal state example – HTTP. A recent informal survey revealed to me: mobile phone technology standards, driving on the right side of the road (US audience), gold, etc…
  2. SCORM 2004 is a stabilization point No major feature additions in near future SCORM “books” to be independently maintained ADL will continue to support and maintain SCORM Current Version: SCORM 2004 2 nd Edition, Addendum 1.1
  3. Probably a mix of all of the above
  4. Brief demo or screen shots depending upon time
  5. Tell users to go to FULL SCREEN for better resolution
  6. Tell users to go to FULL SCREEN for better resolution
  7. Tell users to go to FULL SCREEN for better resolution
  8. Important to define success. Create metrics and strive to achieve.