Purpose
Starting a conversation between University of Michigan and P2PU to conduct research through the DML competition around the P2PU badge system currently under development. U-Michigan is interested in learning more about how badges are created outside traditional competency frameworks; also interested in overall learning trajectories and self-directed learning processes.

Background/Resources
DML research competition: http://dmlcompetition.net/Competition/4/research-development.php
P2PU DML project application: http://dmlcompetition.net/Competition/4/badges-projects.php?id=3201?
P2PU research questions of interest (scroll to "burning research questions": http://pad.p2pu.org/p/community-20120719
Open.Michigan badges wiki: https://open.umich.edu/wiki/Badges

Competition
"DML seeks research proposals that support and inform the design, development, and deployment of the [P2PU badge system, a winner of the Badges for Lifelong Learning Platform award]."

choose a type of research:

Potential Resources:
Piet works with a social scientist for some help with potential interviews and qualitative data analysis (Airong Luo)
Interviews with P2PU staff

research questions posed by DML:

Next Steps
Eligibility? (VMG is checking with Sunny)
Decide on a research question (but we have some leanings)
Piet to write up how he thinks this research could benefit U-M (Coursera group, Med School)
Luka's Notes--on Thursday after the call
Letter of Intent (if we want to) by August 27h--that's priority, but rolling acceptance & based on grantholder

Piet is back to work on August 20th

Eligability--from Sunny Lee, August 7 2012
I am a former Digital Media and Learning Competition winner. Can I apply?
No, you cannot apply as a primary applicant. However, you may contribute as a team member to a research project seeking Competition funding.
I am already receiving funds from the Gates Foundation. Can I apply?
Yes, but only if you are not or have not been the primary applicant for a Digital Media and Learning Competition project.
I am already receiving funds from another source. Can I apply?
Yes, however, any award you receive from this Competition should be applied to the part of the project that is not being funded by other sources.

Email from Luka (8/21):
We had talked about looking into this trajectory question, the narrative people have of learning, how that can cut across class/ability/culture in general.

We know from work in traditional education that what is called your "habitus" (a "structuring structure") impacts how and what you learn.  Bourdieu (http://en.wikipedia.org/wiki/Pierre_Bourdieu) developed the term habitus, which is basically a taken for granted set of dispositions, taste patterns, etc. Your habitus is based on how much cultural capital you have (economic capital = money, assets; social capital = your networks; cultural capital = your education, your learned dispositions, knowing to pick up the right fork or say the right thing, etc).  In traditional education settings, higher cultural capital students do better. I can break this down for you more later, but kind of trust me here if its not making sense.  I've been really interested in understanding 1. what is cultural capital in open education 2. how is it structured and how does it structure the space 3. are there ways that AI or good design can help people learn the right cultural capital so they can succeed in the space.

I think this is where we have a project. There's already several platforms out there that use AI to determine taste patterns, like www.hunch.com. (see their "about" section: http://hunch.com/info/about/)

I think we can build a really awesome team of social scientists, open ed gurus like yourself, and developers in the hopes of:
1. designing a methodology that can discover what cultural capital is in open education (I'm already on the way to developing this with my research)
2. designing an algorithm that can predict choices and trajectories in the open ed space (we'll have to use p2pu here, but can brainstorm how to reach across platforms-my activity diary research may be a lead) agent based modeling - how do we want to do predictions? ABM allows for interactions and complexity than traditional models 
3. develop a platform/dashboard/interface (here's where I need a good developer to flesh this out) that can use that prediction tool to help learners create a narrative of their learning trajectory and help them a. gain cultural capital relevant to the space b. make better informed decisions about their trajectory and
4. (this is where badging comes in) help inform existing badging systems that currently reward on a post hoc structure (you complete, you get badge)
the funding agent that is interested is the Institute for Policy Studies.
www.ips-dc.org

They (and I) do a lot of "new economy" work (aka how do we prepare our economy for climate change, societal change, etc) and they are interested in bridging into open education.  My advisor is really close to them and I've done work for them in the past and have a small reputation in the new economy field.  We would have to make the case that this project fits their work, but I think as long as we stick to the idea that our research and development has the aim of making open education "more open" we're all set.

next up, putting into 250 words

Roles: 
Luka - take first pass at letter of intent
Piet

Letter of Intent - 8/27/12

A critical question asked of open education is whether or not it is open to everyone.  Sociologists of education have long cited ways that education systems can reproduce existing social inequality.  Open education systems have the potential to disrupt the reproduction of social inequality in education through free and open content and peer learning.  However, the same mechanisms of cultural, social and economic capital that reproduce inequality in traditional education are at play in open education.  Luka Carfagna, a sociologist from Boston College, has conducted preliminary qualitative research on open education platform users to develop an understanding of how cultural capital can influence learner trajectory.  Piet Kleymeer, an open education specialist at the University of Michigan, has studied badging systems and their impact on learner trajectory in open education spaces.  Together with the support of a third-party organization, we plan to help P2PU platform designers understand how badging can be used to reconceptualize learner trajectories that are sensitive to variant levels of user capital.  We propose a three-stage project that begins with research on how capital, specifically cultural capital, is showing up in P2PU user experiences.  Next, we will build an algorithm that predicts capital input’s effect on badging outcomes and learner growth.  Finally, we will team with developers to design a dashboard that uses this algorithm to better advise learners on how to construct a learning narrative using known successful trajectories on the platform, with badges as a central metric of trajectory.

Finding a title:

- trajectory
- cultural capital
- predict
- badge

"Opening" Open Education: Understanding the effect of Capital on Open Learning Trajectories+1

Cultural capital and the open learning trajectory

Understanding the effect of capital on learning trajectory: Badging as equalizer

predicting capital input’s effect on badging outcomes and learner growth

Equalizing open education through badging
Predicting learner growth through cultural capital
Destructuring of open learning...robots with missles in their eyes.
"Opening" Open Education: Sensitizing badging to capital's effect on learning trajectories

Comment from acceptance of LOI:
To be eligible for judging please address the following in your Final Application: Your proposal walks a fine line between a development grant and design based research, as such your Final Application should focus on understanding how cultural capital can influence learner trajectory and how badging can be used to reconceptualize learner trajectories that are sensitive to variant levels of user capital. 

- how can cultural capital influence learner trajectory?
- how can we use badges that are sensitive to variance in capital to reconceptualize learner trajectories?

Questions:
- should we be a dev grant or a design-based research grant? (latter, I presume)
- is this saying our application needs to outline our current understanding of how cultural capital affects learner trajectories and focus our future work on reconceptualizing those trajectories through badging?
- my stomach hurts... why? (unrelated, but important)
- final applications due October 1st, 8:00PM ET
- other logistics

We can break the diagram into two adjacent spaces: the self and the environment. The idea is that the self (or selves) has a loop that connects its actions with the environment and then senses and interprets any outputs from the environment. The self then analyzes what it perceives based on its understanding of standard roles it plays in society. Today's roles are malleable and evolve over time as different cultural standards interact with each other. These roles have been adjusting dramatically as new cultural capital comes into play. So the self has a perception of its current role based on the feedback it interpreted from the environment and then it has a projected identity made up of both cultural norms and a motivational vector. Typically (always) there exists a difference between what is perceived and what is projected. This difference becomes translated into an intended action by the self. That activity then interacts with the environment and the ensuing situation results in more output to be sensed, interpreted, and analyzed. The cycle continues.

Some interesting notes: 
1) our perception of the feedback we sense is often inaccurate (citations to self assessment, others?)
2) the standard roles we used to subscribe to are disappearing or morphing quickly
3) the activities we engage in in a learning environment are often structured to produce specific outcomes based on competencies within standard roles; similarly, those outcomes are assessed as a proxy for preception, essentially scaffolding the perceptual control process
4) if we have error between our perception of our identity and reality (delta-p), and error between role standards and our identity projections (delta-i), we end up with some error in our intended actions (delta-a); over time, we strive to reduce delta-p, hence the name "perception control".
5) typical education systems have created a perception by-pass that forces individuals to focus on assessments of outcomes rather than our natural comparison processing of identity perception and projection. meanwhile, the education systems have not updated quickly enough to match changes in both role standards and how different roles are becoming privileged over others. so the assessments and the standards introduce more error into the control system, resulting in intentions that are completely out of line with what the environment would suggest is productive.
6) badges that continue down the "assessment" path will do nothing to affect this cycle of increasing error; in fact, assessment badges may even hasten incorrect identity shifts
7) we suggest badging be connected to this control system in two ways: a] use badges to help individuals make sense of the changing and multiplying roles in society (reducing delta-i); b] use badges to provide timely and relevant feedback to individuals, improving their perception and reducing perception error (delta-p).

9/21/12

logistics:

Proposal outline:


FIRST QUESTION - HOW CAN CULTURAL CAPITAL INFLUENCE LEARNER TRAJECTORY?

What we know (traditionally) about cultural capital and habitus
·      A “structuring structure”
·      Plenty of studies in education that show it stratifies the education space, and consequentially the employment space
·       
Open education- is it open for everyone?  
·      We’ve framed this study within this question – will open content, artificial intelligence, low entry costs, etc = “opening” up of education
·      Two things to consider
o   1. This cultural capital thing.  We (Schor, Dubois, and Carfagna forthcoming) started talking about “digital habitus” in the timebanking paper.  What is a digital habitus?  Can we design the study to figure out what a digital habitus is and how it structures across class?
§  METHODS QUESTION
ú  Usually this involves some SERIOUS deep study – in depth interview plus survey of class background.  
ú  Can we get creative here?  Survey plus user testing possibly?  Would only give us a “real time” perspective.  In the past, Julie talked about tracking software.  I’m trying activity diaries (haven’t yet designed)
o   2.  Changing society/economy
§  Richard Florida says we have three classes (creative, service, working class) – I think he left out the finance guys or maybe what we’d call an executive/professional? class
§  Working class jobs are going away
§  Service class jobs are plenty but awful
§  Creative class jobs are stratified between high pay/low pay, stable/unstable, gig/full time, etc
§  Big call in popular readings of this stuff to teach entrepreneurship, curation, etc in order to a. pull more people into creative class and b. create more value and stability in creative class (EMAIL MIMI ITO re: creative cultural capital)
·      Ultimately, creative class calls for a different habitus and different repertoire of privileged cultural capital 
o   There is evidence (ask mimi for this, re: discussion during macarthur webinar with skillshare founder) that this habitus and cultural capital still maps onto existing ideas of privilege and will stratify us the same way
o   BUT there is more room (we think) for change – more people are finding ways to be entrepreneurial (is JBF an example? http://www.jbfsale.com/ Tell Piet about it)
·      So let’s get back to open education
o   If we intervene, we can guide the FIELD towards a more inclusive and open recognition of habitus and cultural capital at play
o   Also, if we intervene, we can guide PEOPLE towards better recognized activation of “skills” and “dispositions”
·      How do we intervene?
o   BADGING!!!! -- Ok Piet – this is where you get to blow my mind
To do:

9/22/12
 
1500 words is roughly 5 pages (double space)
·      need to accomplish the following:
o   research question/executive summary - 1.5 pages
o   background and significance- 1.5 pages
o   methodology – 1page
o   work plan – ½ page
o   bibliography (separate)
 
Research Question/Executive Summary – 1.5 pages
·      Begin with 1 paragraph introducing question “is open education open?”
o   Promises of open ed/learning
o   Variance of projects/platforms/resources out there
o   Why its happening, etc
o   Leave reader with sense of doubt at end of first paragraph
·      Why would we doubt openness? – 1 paragraph
o   People usually answer this question with things like “access to internet” or “language barriers” or “time”, which are obvious issues that need to be addressed
o   However, an under studied area is Cultural capital. 
§   What we know about cultural capital in traditional education
§  preliminary research (Carfagna and Schor) – shows that cultural capital is stratifying the space (give brief examples)
o   1st research question: 
§  How can cultural capital influence learner trajectory?
·      Learner trajectory (PIET) – 1 paragraph
o   In 1 paragraph, take us on a trip through why/how badging has been used to conceptualize learner trajectory
o   End with our second research question:
§  2. how can we use badges that are sensitive to variance in capital to reconceptualize learner trajectories?
 
Background and Significance - 1.5 pages
·      The new economy – 1 paragraph
o   How is the economy changing?
o   Why do we need a systematic response from education?
o   Importance of not reproducing existing social inequalities
·      Piet’s feedback model – 1 paragraph
o   Box diagram – can you break down into a paragraph that shows how we need to change perception and environment? Do I have that right? Reference how roles are changing re: new economy (creative class stuff here)
·      Through social scientific research we have the power to better understand how this feedback loop works and interrupt it with technological innovation and educational pedagogy re: awesome badging – 1 paragraph
o   In order to get there though, we must first ask these two research questions (list our two questions again)
 
 
Methodology – 1 page
·      Data we’d like to have access to, possible ways to get to it (we talked about this yesterday, I’ll flesh out in outline/memo form shortly)
·      Here we should mention who we will work with (other researchers, interviewers, etc) and what we might use (Software, etc)
 
Work Plan – ½ page
·      Do we know what our timeline is?


BUDGET
- half-time for Luka: $30K
- 40% time for Piet: $30K
- SXSW edu
- public forum; practical workshop through IPS

write up in etherpad or google doc :: https://docs.google.com/document/d/1Fn2gjmKZC2IOF31AMiFncoL9_aKzwA5tL42hrlXaSPQ/edit
deadlines - 

9/24/12

need to make sure that proposal gives some reference to how P2PU will benefit from research - will need to make mention of this in first section and then go a bit more in depth in second section (will say more once those sections are written, but this is more just a note for myself)



http://info.p2pu.org/2012/09/24/update-from-digital-media-and-learning-duke/