eTernity: Reshaping European digital textbooks towards openness and interoperability

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15 Νοε 2013 (πριν από 3 χρόνια και 6 μήνες)

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D
raft for consultation

Draft for consultation in CEN WS/LT

eTernity: Reshaping European digital
textbooks towards openness and
interoperability

Version 0.
8


22
.04.2013

Contributors: Tore Hoel, Jan M. Pawlowski, Fabrizio Cardinali, Fabrizio Giorgini,
and …
tbc

Summary
(use as
intro for Business Plan)

Embracing new digital educational media and resources is the only sustainable way for
the European textbook market to increase access, affordability and quality of learning for
all European citizens.



Europe needs re
-
skilling and
up
-
skilling, and textbooks distributers must adapt in a more
global and ever
-
evolving market. Bold initiatives from China and Korea will reform the
Asian market. We should learn and work together to form a global market for educational
resources. Therefore
,
there is a need for
stakeholders in Europe
to develop a position on
the future digital textbooks
.


The eTernity project is a
n

initiative from the pre
-
standardisation group CEN Workshop
on Learning Technologies (CEN WS
-
LT), actors in the textbook market,
and
stakeholders from education. eTernity will contribute to a common reference framework
to support public policy makers, private stakeholders and academic bodies that want to
work together to reshape the digital marketplace for educational resources.

The

goal of
the eTernity initiative is to provide neutral guidance based on an agreed framework
allowing us to move away from the many closed and vertical solutions flourishing in
today’s digital content markets. Creation, inter
-
mediation (also called “curati
on”),
distribution and use of textbooks need to be based on open architectural and technical
standards which will make the marketplace more interoperable and scalable, in a
layered ecosystem of multiple players and actors.


New work item proposal for CEN W
S
-
LT

The new work item,
eTernity

(Europan Textbooks Reusability Networking &
InteroperabiliTY),

is about bringing European stakeholders in education together:
developing a common vision,

expressed in

agreed
frameworks and specifications for e
-
D
raft for consultation

textbooks for

educational purposes. The idea is to fulfill educational requirements for e
-
textbooks as a channel for creating interactive, adaptable, personlizable resources to
improve learning, education and training.


European stakeholders with interests in the marke
t for electronic learning materials and
publications for schools, universities and other educational settings

will be brought
together in order to solicit
requirement
s and build consensus on a reference model for
digital textbooks
.


1.

General information


1.1

Specific agreement number
:


1.2

Subject or title of the specific agreement;

Adaptable E
-
Textbooks for
Education

1.3

Aim of the agreement

To develop a specification to enable
adaptable e
-
textbooks

1.4

List of the work items with reference number
and
descriptions/titles;

See 8.5

1.5

Requested/proposed type of deliverables;

CWA

1.6

Reference to the mandate (where applicable);

N/A

1.7

Details about the partner (address and contact details);

CEN, avenue Marnix 17
-

1000
Brussels

1.8

Sub
-
contract(s) and/or sub
-
contractor(s), according to
Articles I.12 and II.10 of the Framework agreement;

Experts

1.9

Technical Committee, task force or equivalent
body/group responsible for the monitoring of the action;

CEN WS
-
LT

1.10

Technical
Secretariat supporting 1.9;

AENOR

1.11

Sub
-
committee/Working group or equivalent body/group
responsible for the development of the deliverable;

/

1.12

Technical Secretariat supporting 1.11;

/

1.13

First document identification

/

1.14

Financial
contribution requested from EC


1.15

Financial contribution requested from EFTA





2.

Targets dates for the overall action


1

Duration of the action (Final Technical Report)

22 Months

2

Interim report

12 Months

3

Final report

25 Months




3.

Identification of the partner, its members and all subcontractors




Name and address of organization

Status

1

CEN, avenue Marnix 17, 1000
-

Brussels

Partner

D
raft for consultation

2

AENOR, C/ Génova 6, E


28004 Madrid

Partner’s Member

3

Experts (TBD)

Subcontractors



4.

Context

The standardization work program shows the importance of the e
-
publishing industry as well as e
-
learning domain. In the publishing work program, interoperability and in particular user
-
requirements are
addressed. No standards are currently available to add
ress user needs in the educational context.


Secondly,
the e
-
learning work program addresses the aspects of mobility, integration and adaptability.
Thus, educational, adaptable e
-
books are in the core of both areas. The importance of mainstreaming,
flexib
ilizing and increasing accessibility for e
-
learning through new channels is clearly a goal of the
Opening Up Education initiative. The proposed project therefore addresses key policy issues for a
European educational market.
Furthermore, the EU 2020 strate
gy policy has an explicit focus on
matching user needs and services


in the field of technology enhanced learning, large scale adoption of
standards is promoted.


Interoperability standards are important enablers for a new marke
t

for digital textbooks. F
rom a publishing
perspective, currently the EPUB3

specification
(governed by The International Digital Publishing Forum,
IDPF)
, which incorporates the W3C specification
HTML5
,

play
s

an important role. EPUB3 basically
provides a means to represent, packa
ge and publish digital materials
with all the dynamic
and rich media
content affordances of
HTML5
. EPUB3 allows
alternative metadat
a options, e.g., Dublin Core and
standards expressing IPR issues. EPUB is not a

learning, education and training (
LET
)

standa
rd per se,
so the
education and traning communities will
look for ways to express a number of features specific to
learning, education and training, e.g., curricula navigation; questions and tests, and other assessment
features; learning
pathways through
a
ctivities or learning design scaffolding,
activity tracking
etc.




EPUB3 references a great many standards and
specifications
. With the new
requirement
s from the LET
community
there are many more potential candidates


open specifications as well as proprietary
formats.
In order to avoid fragmentation there is an urgent need to agree upon a set of LET

extensions to
the EPUB3 standard based
on sta
keholder needs and requirements,
-

choosing / cre
ating / extending the
most accepted specifications
.


Within the LET domain and within a wider e
-
content and publishing domain a great number of
specifications

and standards are discussed.
Some publishing houses promote DITA, an OASIS
specification, designed to streamline content production to different platforms. The educational
community has invested a lot in repositories marked up with IEEE Learning Object Metadata (LOM).
ISO/IEC is devel
oping Metadata for Learning Resources (ISO/IEC 19788), a standard that is designed to
support finding and use of learning resources on the web.
ADL, the community behind the
SCORM
standard
is developing APIs to allow exchange of tracking information gather
ed through the use of
resources (Tin Can


http://www.
scorm.com/tincanoverview). Other standards are developed to describe
course offerings (CEN EN 15982
-

MLO
-
AD), question and tests (IMS QTI), and
learning outcomes and
competences (CEN WS
-
LT project Inte
grating Learning Outcomes and Competences


InLOC).

Some of
these standards are based on European
requirement
s and practices. There is a need for European
stakeholders to make sure that
this valuable work is well integrated in the future e
-
textbook standar
ds.


D
raft for consultation

European e
-
textbook
standardisation

efforts need to be well aligned with international
standardisation

in
order to support a global market for digital textbooks.
CEN WS/LT

will work closely with the other
standardisation

bodies active in this field,
e
.g.,

IDPF, W3C,
ISO/IEC JTC 1/SC36
, IMS Global, a.o.


The need for a specific standard for digital publications has been recognized in the learning
technology standardization community in particular in Asia.
Two main approaches are currently
discussed in
this community, in particular in ISO/IEC JTC1 SC36, the committee for standards for
“Information Technology for Learning, Education and Training”:



China has proposed an approach based on their national eTextbook/eSchoolbag specification



South Korea

has a competing approach, based on a Digital Smart Content specification, which is a
national profile of EPUB3 extended with IMS Question and Test Interoperability, IMS Tools
Interoperability specifications, and other national specifications



These propo
sals are at the moment on the table of two working groups in ISO/IEC JTC 1/SC36, WG6
(Supportive technology and specification integration) led by a Chinese convener; and WG4 (Management
and delivery of learning, education and training), led by a South Kore
an convener. These groups have
few participants from Europe


and no participation from the European publishing industry at all. To be
able to compete in the international market of digital learning materials it is highly necessary to develop a
European ap
proach and position. The following year is the right time to do this, as the jury is still out.


Different aspects related to learning, education and training need to be taken into account, amongst them:

1.How can learning specific aspects be incorporated

to create textbooks in an interoperable,
interactive, adaptable way?

2. How to connect / embed e
-
textbooks in personal learning environments, L(C)MS, social software
tools or e
-
portfolios.

3.

Which are the key extensions regarding learning technologies, f
or example learning activities,
assessments / grading, learner tracking, competences, learning
-
related metadata, specific
learning tools and application?

4.

How can we create open formats allowing recombination, re
-
contextualization as well as the
integrat
ion of commercial and open contents?

5.

How can existing learning technology standards be taken into account (e.g. IEEE LOM, IMS
Learning Design, SCORM, ISO/IEC M
LR, CEN INLOC, a.o.
)


This list of questions does not create the full background for requireme
nt gathering


it is just a starting
point to create ideas for a forthcoming standardization initiative.


As a starting point,
CEN WS/LT

have initiated an unpaid work item on adaptable textbooks. In this
initiative, we have created initial liaisons with k
ey organizations (IDPF, IMS, European Publishers
Association, ELIG, etc).
The following activities have been performed in order to prepare this project
proposal:



Kickoff workshop with the key organization



Initial requirement gathering and mutual
information exchange



Initial analysis of global activities



Monthly video conference for information exchange and further planning



Agreement of collaboration



Discussion with ISO/IEC JTC1 SC36
, IDPF, IMS
.


D
raft for consultation

These actions have clearly shown interest from
policy, industry and academia. The voluntary
contributions in the first months have shown that the issue is a burning topic for different stakeholders and
needs to be worked on in an intense action.


Summarizing the proposed action and current situation
, we can state that there is a high pressure on
European stakeholder, mainly from Asia and US.
Thus, our work item aims at creating the basis for
industry and educational publishers to compete on the global market as well as providing input to global
stand
ardization. The needs of European publishers and technology providers will be in the focus of the
work item.



5. Proposed Work

5.1 Objectives

and Approach

The preparatory work has shown that there is a strong demand in industry and education to develop e
-
textbooks for education. However, the requirement of European educational institutions and publishers
are not fully met by the international initiatives. Based on this situation, we aim at the following objectives:


T
o develop a European position towards
the international developments on e
-
textbooks, i.e.,
interactive,

adaptable e
-
books for learners


In detail, we aim at the following objectives to realize the overall vision:



To gather European requirements for adaptable e
-
textbooks



To involve all stakeho
lders to create a balanced position



To prepare European input for global standardization (ISO/IEC JTC1)



To liaise with key organizations



To develop a specification enabling adaptable e
-
textbooks meeting European educators’ and
publishers’ needs



Integrating

existing learning technology and publishing standards



Promoting European standards on competences, learning activities, curricula and quality
representing key issues for European learners.


These challenging objectives need to be quickly worked on to
ensure European competitiveness,
inclusion and participation. We do not aim at a European standard in this field but to ensure that
European requirements and needs are represented in the activities of global standardization, in particular
in ISO/IEC JTC1.
The CWAs proposed should be input to the global standards. Only in case that the
global standardization initiatives fail to produce appropriate standards, we aim at promoting a European
solution.



These challenging objectives will be fulfilled by a
participatory approach. We aim at creating consensus in
Europe while keeping strong relations to international stakeholders. Our approach creates requirements
as well as concrete specifications and practices.



We aim at developing

1.

a

state of the art analy
sis

on international initiatives,

2.

A

requirement gathering of European stakeholders
, in particular publishers, educational service
providers and school networks.

3.

An initial framework for
adaptable e
-
books for learners

D
raft for consultation

4.

A
specification integrating
the main p
ublishing standards EPUB3 and relevant international and
European standards

5.

Initial practices

to demonstrate the feasibility of the concept and specification


Our approach aims at integrating specifications, in particular:



EPUB3 as the base specification



I
MS
Global’s
specifications
due to the
uptake of these
specifications
in the educational
community, also in Europe



ISO/IEC JTC1 standards
,
e.g.,
metadata
and accessibility standards



Web standards,
e.g.,

Schema.org Learning Resource Metadata Initiative
specification



ADL TinCan experience information
specification



European standards representing key interests and requirements of European educators


in
particular, the European focus on competences (INLOC), curricula integration
(CEF) and quality
needs to
be taken into account.


DESCRIPTION OF APPROACH IN DETAILS


We aim at focusing clearly on learning
-
related processes and issues

and propose solutions
.

For base
standard issue
s
, we might raise requirements but not provide direct solutions. The
table

sor
ts the LET
related issues and the general ebook issues related to the base standard that has a broader focus than
education. Furthermore, the table identifies some thematic challenges and related
specifications
.


Learning Related Issues

Base standard
issues

Assessment (e.g. IMS QTI

/APIP
)

Annotations (solved by EPUB3/Open Annotations)

Competence Alignment (
e.g.,
CEN
INLOC)

Chunking

of content

(solved by EPUB3)

Curriculum integration (e.g.
CEN
CEF)

IPR information and
DRM (
EPUB3)

Learning paths (no

clear candidates,
IMS
L
earning
D
esign not a realistic alt
ernative
)

Privacy

Learnin
g Services

(e.g. IMS LTI
, ADL TinCan
)


Accessibility

and Learning Analytics

Display
and
Accessibility
(solved by
EPUB3/
HTML5)

Educational Metadata (e.g.
IEEE
LOM,
ISO
MLR,
CEN
MLO,

LRMI

)

Generic Services

Social Metadata (CAM?

Ref new project in
CEN
WS/LT
)


Educational Quality



This initial analysis shows that basically all specifications are available but need to be integrated and
harmonized with the technical b
ase standards, i.e. EPUB3/HTML5.
However,

there are some gaps

related to educational specific requirements,
e.g.,
semantic navigation through learning material and
reporting to services outside of the digital textbook.


5.2
Participation and l
inks to Proje
cts and initiatives

We aim at involving relevant stakeholder groups in this complex project, amongst them.

• Publishers & Educational Content Providers

• Educational Institutions


• Publishing industry representatives, e.g., content

and e
-
book providers, ELIG

• OER contributors

• Educational service provides: L(C)MS developers, technology providers, educational consultants,
pedagogical experts

D
raft for consultation

• Schools and school authorities

• Standardization experts

• Students’ associatio
ns

• Public Policy Makers

• CLOs, CIOs and CTOs working within educational technology providers

• Anyone interested in shaping a better future for Europe’s educational landscape


We have already involved experts covering the above perspectives. It is

important to notice that we have
involved mulitplicators, in particular the International Digital Publishers Forum (IDPF), European
Publishers’ Association (EPA), and European Learning Industry Group (ELIG). The following institutions
have been involved i
n the preparation and expressed their support:



ESTGF, Portugal



ENS
-

Lyon, France



Centre natiaonal d’ensignement à distance CNED, France



Dedicon, Netherlands



EC DG Connect, Unit G4, Luxembourg



Daisy Consortium



International Digital Publishing Forum



Centre
for ICT in Education, Norway



Federation of European Publishers, Belgium



HiOA, Norway



QIN, Norway



Karde as, Norway / ISO/IEC JTC 1/SC36



University Koblenz
-
Landau, Germany



CETIS, UK



AENOR, Spain



University of Jyväskylä, Fin
l
and



Pearson Education



Universi
ty of Duisburg
-
Essen, Germany



SALTIS, UK



Educational Testing Service, USA



Cetis, UK



IMC, Germany



Verlagsgruppe Georg von Holtzbrinck GmbH



OneClick



eXact learning Solution, Italy


We furthermore have already agreed to liaise with main initiatives and large
projects in the domain:



IMS Global

has announced future work on educational e
-
books


we have agreed to coordinate
efforts with this initiative, in particular when IMS specifications are used.



ISO/IECJTC1 SC36 has as shown above launched an e
-
book initiat
ive. The liaison has been
established


it is planned that the output of this project will be brought into the global
standardization process.



IDPF EPUB3 working group


a liaison is established. We aim at creating a common work group
with this forum and a
gree on the technical operationalization of our approach. We plan to create
an educational application profile (while still a full integration of educational attributes is
considered).

D
raft for consultation



European publishers association has agreed to contribute and provide in
put from the publishers
side



ELIG supports our action to ensure in particular the participation of technology providers.



We will aim at combining our activities with generic standardization activities. As an example, we
will contact the consortia of OpenID

and the European Cloud Partnership regarding identifiers.



Contextualized Attention Metadata (CAM) that is used in ARIADNE, OpenScout, Natural Europe,
ROLE, ALOE and MACE allows capturing activities concerning all entities within an application:
learning r
esources, users, groups and collections.
We will consider this specification to capture
user interactions.



We will naturally cooperate with the
CEN WS/LT
project team on social and context metadata
also for user interaction and data collection for learner

analytics.



The NSDL paradata project. Paradata
is categorized in annotational (
tags, recommendations,

comments, ratings, votes, etc.),
kinematic (items clicked, viewed, downloaded, favorite, shared,
etc.), and pedagogical (items embedded, modified, etc.);



Research of the STELLAR dataTEL theme team that is focused on the collection and sharing of
data sets to support recommendation for learning;



The embedding of
competence

data in relation to
e
-
books will explored with stakeholders
involved in the
INLOC
project;




EU / other projects to be identified



5.3 Relevance

The ongoing international initiatives pose a
big threat to

European
publishers and system providers.



5.4 Indicators


The following measurable and verifiable indicators are proposed:


Effectiveness:




Number of participants in the activities, in the review, in the voting (if applicable):



80 experts will have participated in the overall activity through Physical attendance at
meetings and contributions to the activity by email, physical m
eetings with Workshop
experts, phone conferences, etc



Number of meetings: 7 mee
tings in the period January 2014


October 2015



Number of participants in each meeting: an average of 10 experts; additionally, WS LT
members and members of other communities wi
ll be included in the discussion



Open web
-
based short meetings, using
online meeting

tool
s for

the Project team and
interested parties;



A status update at each of the meetings of the CEN Workshop on Learning Technologies
during the duration of this
project.



Stakeholders’ engagement:




Direct stakeholders that support this work item include European
-
funded projects who
actively support this idea and will contribute to this work.



Moreover, many of the organizations mentioned above are active participa
nts the CEN
Workshop on Learning Technologies, the IEEE Learning Technology Standards
Community
, ISO/IEC JTC1 SC36,

and the IMS Global Learning Consortium.

D
raft for consultation



Industry partners will provide main requirements as well as a test
-
bed for the
proposed

model to val
idate the feasibility.



Balance of stakeholder representation in the activity. Each of the following categories
shall be represented in the activities




Publishers



Associations



Developers / designers



Industry (content, ICT, service provision, ...)



Consumers

/Learners



Other standardization initiatives



European projects




The activities in the relevant communities will be measured continuously (number of
discussion/threads in communities).


Dissemination Results:




Record of dissemination and awareness
actions: A summary report will be provided



Representation at conferences: 4 conferences per year



Representation in other media: 4 reports per year




5.
5

Impact

The project and main outcome will allow the creation of new, interoperable, adaptable e
-
textboo
ks. This
key benefit must be communicated and promoted so that potential adopters (
publishers,
systems
developers, technology providers, providers of ada
p
table content, users) can take the specification up in
their systems. Thus, the main impact factors ai
m at awareness creation towards broad adoption as well
as consensus:



Deployment of at least two prototypes of
e
-
textbooks

that support this specification.



Number of downloads of the specifications / access to the public documentation: >100.



Participation i
n dissemination events (>100)



Presentations that refer to this work in at least 6 outlets.



The CWA will be the core of 4 scientific articles that we aim to publish in international
conferences and journals.





6.

Description of the different tasks

6.1
Task description

The project will be executed in 5 phases


the first phases have already been prepared in the workshop’s
unpaid work item


due to the market pressure,

we aim at compact sprints to p
e
r
form the initial three
phases. This is also constrained

by the schedule of the global standardization group in ISO/IEC which
has an ambitious time schedule, so it is absolutely necessary to create quick consensus.


T0 Project team selection

See team criteria and roles below.



T1
State of the art analysis

(
2
0
days)

D
raft for consultation

Objective

To summarize related standards and specifications in the e
-
publishing and e
-
learning sector.

Task Description:

The analysis aims at creating a clear picture on international initiatives for both components addressed in
this work item: stand
ardization and interoperability in e
-
publishing / e
-
textbooks as well as learning
technologies. We focus in particular on DITA and EPUB3 from a publishing perspective and activities
within ISO/IEC JTC1 SC36 WG6

as well as IMS specifications (LTI, QTI, see
section 5)
: it is highly
necessary to have a clear picture of related activities in particular in the e
-
book publishing sector, as well
as of educational add
-
ons developed currently in SC36, mainly by Korean

and Chinese initiatives. This
aspect will provid
e insight into the domain and map current activities.

Outcome

The analysis will provide a list and analysis of current activities including main relations of those
initiatives.

The initiatives will be assessed on how they can be integrated into a common specification.


Engagement and
Requirement gathering of European stakeholders

(6
0 days)

Objective

To gather requirements from all stakeholders for adaptable e
-
books

To engage st
akeholders in our initiative.

Task Description

The second phase aims at gathering requirements for future e
-
textbooks for education and training. We
aim at including in particular publishers, educational service providers and school networks. The
requireme
nt analysis will bring together current strategies of publishers and publishing standards (
in
particular

EPUB3) as well as educational requirements. It needs to be ensured that e
-
textbooks for
learners can be enriched by educational services, supporting ad
apting activities, re
-
mixing, tracking,
sequencing, licensing, etc.

An initial requirement analysis has been initiated in the eternity kickoff event in Brussels on 16.01.2013
where a variety of stakeholders were present (e.g. European Publishers Federation
, International Digital
Publishing Forum).
Bas
ed on these requirements, we will extend the requirements. We will also match
each requirement with

candidate standards to be included, e.g. for educational metadata, competences,
assessments, or learning desig
ns.

We will not solely focus on requirement gathering but utilize this phase to engage stakeholders. We will
run 3 workshops (publishers, educators, policy makers) to create awareness, engagement and
commitment to our initiative.

Outcome:

Engagement of
different stakeholders to contribute to our project

Requirements from the education and publishing sector

3 Stakeholder workshops


T2
Initial framework for adaptable e
-
books for learners

(5
0 days)

Objective

To create a conceptual framework to integrate pub
lishing and e
-
learning standards


Task Descriptio
n

Based on the initial mappings, the CEN WS
-
LT will provide an initial abstract framework consisting of
publishing standards and educational services as a basis for further standardization. The framework
will
be provided to international standardization, e.g., ISO/IEC
JTC1
SC36.

The framework will consist of
a conceptual model and an i
ntegration architecture: two main classes of
standards need to be merged
-

e
-
textbook standards such as EPUB3 as well as t
he variety of learning
technology standards. Obviously, the integration of those two classes leads to certain challenges. Will the
D
raft for consultation

integrated standard be a merged, monolithic standards or which possibilities of integ
ration are possible.
This phase

explores

the possibilities of integration. A sample integration could be the creation of an
EPUB3 application profile for education. Another possibility is that the EPUB3 standard is modified so that
it can launch certain services such as educational services (e.g
. integrating a QTI or Learning Design
item).


Outcome

Eternity conceptual model

Eternity framework architecture



T3 Liaison Management

(20 days)

Objective

To build and maintain relationships to relevant bodies


Task description

We build our project on
already established relationships to key stakeholders


however, the process
requires intense management of liaisons due to different focuses, interests and operations. Therefore, we
will launch two main instruments:



Monthly video conferences



Mutual partic
ipation in meetings

We will therefore have a continuous flow of information and minimize the risk of breakdown of
communication.


Outcome

Liaison agreements

Regular information exchange and meetings



T4

Integrated Specification

(80 days)

Objective

To propose an integrated e
-
book specification


Task Description

We will develop a specification for e
-
textbooks combining current international developments in publishing
(EPUB3), relevant learning technology standards with a focus on existing European s
tandards such as
INLOC

based on the framework architecture. The specification bridges the gap of publishing standards
and learning technology standards
.


The task is done in an iterative way. In a first sprint, the project group will create an initial spec
ification
which includes the (abstract) information model as well as an initial binding. This specification will be
discussed with stakeholder groups. Based on these discussions and feedback, we will improve the initial
version. We also aim at extending th
e specification development step by step. In the initial version, basic
functions could be integrated (such as
metadata, curricula) whereas in

the second version further aspects
are integrated (such as offline data capturing

and communication with external

services,
e.g.,
through
TinCan/ xAPI
). The second version will also be validated.


Outcome

D
raft for consultation

Iterative specifications (
α
-
Version, M9,
β
-
Version 2, M15, Version
1, M24) including information model
and bindings


Stakeholder feedback





T
5

P
ractices

and Recom
mendation

(80 days)

Objective

To validate the specification through real life implementations

To derive recommendations for e
-
book authors


Based on
the

initial
specification
, we will create sample implementations with defined learning technology
standards
. The item will identify the critical LT standards to be included and show practices how to
implemen
t those (such as including QTI
or Learning Design items).
We will develop practices to illustrate
the feasibility of the approach. In particular, we will
demonstrate solutions for the following scenarios:



Teacher creating e
-
textbooks for schools



Combining OER textbooks and commercial textbooks



Learner
-
centered scenarios utilizing social software


The validations will be taken into account in the final
version. Furthermore, we will create a guideline for
e
-
book authors how to use the specification and related standards when creating e
-
books.

Our approach thus provides a comprehensive perspective on e
-
textbooks including all stakeholders
towards specifica
tions ready for implementation.


Outcome

Practice cases and their validation

Guidelines for e
-
book authors



T
6
: Public commenting process

(
5 days
)


Objective

To allow all stakeholders to comment on the final CWAs


Task Description

In this phase, the
f
inal

specification
and guidelines
will be provided for public commenting. This will
involve partners as listed in 5.2 as well as further institutions and organizations. This final commenting
phase will also lead to wide consensus in the community.

T
his pro
cess needs to be moderated. The
documents will be forwarded to selected groups by public announcement and directed messages. The
comments will be gathered and provided to the project team and workshop to be resolved. For each
comment, a resolving comment w
ill be provided and again discussed with the commenters so that the
consensus process is smoothly achieved.


Outcome

Final comments and improvements


T7
: Dissemination of results

(
1
5 days
)

Objective

D
raft for consultation

To disseminate the results to increase engagement and
prepare uptake


Task description

The process of standardization clearly aims at involving a large stakeholder community. Besides the
public commenting process, we aim at reaching further stakeholders by dissemination activities. This
includes LT specific c
onferences where papers / workshops are organized. Secondly, we aim at
presenting the results to a broad community in the final event. This event will address the stakeholders
involved, relevant project of possible adopters as well as EU representatives.
T
herefore, the project team
as well as CEN WS
/
LT workshop members will present the approach and progress throughout the project
(e.g. Online Educa, ECTEL and related conferences).

The final event will be a one day event and
organized in close collaboration
with relevant directorates (Enterprise, EAC, CNECT).


Outcome

Dissemination website

Presentations / papers in conferences and relevant events





6.
4

Deliverables


The deliverables are defined as follows:


6.4.1 Interim report (M + 12)


The interim
report will contain the
requirements and initial specification
.


6.4.
2

Final
deliverable and report

(M +
22

/ 25
)


The final report will contain will contain the published CWA
including the speficiation and practices.


The final CWA will be input for discussion to
ISO/IEC JTC1SC36

to assure the continuation of the
standardization process.

The final (administrative) report will be provided 3 months after the final deliverable (M25).


6.
5

Risk Management

The following risk
s have been identified and will be addressed as following


Risk

Probability

Intervention

Similar initiatives provide a
competing specification

high

We are partnering with all relevant consortia /
organizations in the field.
We have included a
specific
task on liaison management to
monitor activities and exchange information
continuously

Low participation from industry
(technology developers,
content providers)

low

Content providers (listed above) as well as
technology providers have agreed to
participate as the data set is clearly needed.
In case of low representation, we will contact
the companies individually providing good
D
raft for consultation

practices and support

Acceptance issues

Low

The main concerns of the specification are
privacy reasons. In case of weak adoption /
acceptance, we will focus on awareness
building. Also, our privacy guidelines will be
used to explain the privacy concerns.

Project management fails to
deliver in

time

low

The project team leader will be chosen based
on experiences in project management in
standardization projects. Furthermore, the
secretariat will also support this process.

Technology lock
-
in

very low

The design of the standard will allow
extens
ions and integration of other
standards. In this phase, however, the new
specification will be validated in reference
scenarios before coming into formal
standardization.









7.

Execution of the different tasks


7.0 Organisation & relationship


The project will be carried out under CEN Workshop Learning Technologies with a dedicated project team
of maximum
6

experts. One PT expert will act as team leader.


AENOR support
s the

WS LT secretariat from 2012 onwards.


Mr Jan Pawlow
s
ki is the Workshop
LT Chair and Mr Tore Hoel is Workshop LT vice
-
Chair. The Workshop
LT Chair and vice Chair were re
-
elected in 2012.


The Workshop will liaise with CEN TC 353 and ISO/IEC JTC SC36.


7.1 Staff members


The AENOR staff members will support the Workshop LT secr
etariat and organize the consensus
process on the CWA in the CEN Workshop on Learning Technologies.


The following

secretarial tasks
are
assigned to AENOR staff:




Co
-
ordinating the administrative duties involved in the organization of the Project Team;



Ma
naging the PT experts´ contracts and all subcontracting;



Arranging the meetings;



Distribution of agenda and documents for the meetings;



Recording minutes of the meetings;



Final production (formatting according to CEN policy) of the final CWA;

D
raft for consultation



Supporting th
e Chair and Project Team;



Supporting the administrative duties related to the Project Team and its activities for
dissemination results.


.

Budget: 60 AENOR Project Management man
-
days


30 AENOR Administrative support man
-
days



7.2 Travel costs


Four Workshop meetings are foreseen where this project will be addressed.
The workshops will be co
-
located to either the workshop meeting or meetings of a partner organization.



Travel costs for these meetings are provisioned at a rate of € 1.050,00 for e
ach meeting. While the
AENOR participation to the four meetings will be budgeted, an additional travel is foreseen for the CCMC
participation.

AENOR
Budget: € 5.250,00


Furthermore, the complex stakeholder situation requires high coordination efforts and
requires mutual
meeting participation. We will participate in the following meetings with 1 person:

4 Meeting of EPUB3: 8000€

2 Meetings of IMS: 4000€

2 Meetings of ISO/IEC
JTC1
SC36: 4000€


Expert
travel
budget 16000€


7.3 Equipment necessary to implement

the action


N/A



7.4 Cost of consumables and supplies necessary to implement the action


N/A



7.5 Other costs and services necessary to implement the action




7.6 Subcontracting to external organizations


7.6.1 Project team


Drafting of the documents r
equires specialized expertise, which is not available to standardization
managers as permanently employed by CEN and its member AENOR. This is the justification for the
Commission financial support.

D
raft for consultation


To employ such specialized experts by a CEN member wou
ld be expensive and not economically viable
considering the very specific area of specialization that is required for the execution of this contract. To
engage the services of the appropriate specialist experts from the market is more cost
-
effective. This
sub
-
contracting also enables the quick availability of the drafts to enter the consensus building and validation
processes, which are CEN’s core business.


The management and administration of the consensus building and validation process with the aim to
p
ublish the end results as a standards deliverable is the responsibility of the CEN National Standards
Body.


CEN has a standard methodology to select specialized experts which are called Project Teams (ETSI has
a similar methodology: in ETSI these speciali
zed experts are called Specialist Task Forces (STFs)).
Project Team experts are selected by a selection panel from the applications received as a result of an
open Call for Experts.


The Project Team will consist of maximum of
7

experts: one team leader,
3

experts in particular subject
areas, one xml/rdf/json expert and 2 industry experts.


For the Project Teams in relation to this Grant, experts should have specific expertise and knowledge
which will be the main criterion for t
heir selection and which is described below:



Team Leader




moderation



team building skills



expertise in the domain of social and context metadata



Three

experts in subject areas should have some knowledge of:




e
-
textbooks

and e
-
publishing standards



specification modelling



European LT standards



One technical expert with expertise in creation of bindings in xml/rdf/json applied to e
-
learning


Two industry experts for field trials and dissemination




Knowledge of validation of specification



practical u
se and systems development in industry



standards development at international and European level



possibly representing large stakeholders organizations


We will appoint one expert with specific role of promotion manager to disseminate results using social
media, publications and various channels.


D
raft for consultation

A balanced composition of the different stakeholders (balanced in terms of background, representation,
nationality (if applicable)) is preferred. For these Project Teams, the selection panel will, in accordance
wi
th the existing rules for the selection of Project Team experts, consist of the chair (and vice
-
chair(s)s) of
the technical activity, the Secretary and a CCMC staff member as the representative of the CCMC
Director General.


The detail description of spli
t of man days about the experts and tasks allocated will be done once the
selection has been done, at the Project team kick
-
off meeting.


For detailed information on the repartition of the budgeted effort, please refer to clause 6.2.


Organization of the w
orkshop will require voluntary contribution for which no funding is requested to EC
and EFTA through this Specific Agreement.
For
t
he Project Team
thus

only 240 are eligible for funding.



Budget related to Project Team: €
20
1
.
500,00 (
310 person
-
days)


7.
6.2 Feedback workshops

AENOR will in coordination with the experts run the following workshops with external stakeholders



3 engagement workshops



2 feedback workshops


Budget 6000€


7.6.3

Open Conference


Part of the Project resources will be allocated to
the organization of a dissemination event as an Open
conference at the end of the project during month.

The main aim of the conference is to attract further
adopters of the specification. We aim at involving possible adopters (system providers, content
dev
elopers for adaptive contents, learning management systems, etc) already during the project duration.
However, many partners just wait for the finalization of a standard to adopt. Thus, we will use this event to
create awareness and report openly about exp
eriences from the reference implementations and created
systems.


This will be sub
-
contracted by AENOR to an external organization in accordance with the procurement
rules as laid out in FPA 2009 Article I.13


These requested budget would include, amongst
other, the following types of costs: room rental,
equipment, catering, hostesses, supply, etc.

.

Budget: € 5.000,00



Total budget
: € 161.000,00

D
raft for consultation

8.

Budget


8.1 Estimated budget of the action





8.2 Financing plan






8.3 Detailed estimated budget of
the action





8.4 Subcontracting


8.4.1 Partner’s subcontracting


N/A



8.4.2 Partner’s Members’ subcontracting




8.4.3 Other subcontracting


N/A



8.5 Deliverables










9.

Identification of the partner and signature



The partner’s details:

Name of

organisation:

CEN

D
raft for consultation

Name of responsible person:

Patrick Meert, Director
-

Finance & Facilities

Date:

2012
-
XXXXX

Signature:




The partner’s contact person for technical matters:

Name:

Alina Iatan

Function:

Programme Manager
-

Sustainability& Services

-

Standards

Tel:

+32 2 550 08 16

E
-
mail:

aiatan@cencenelec.eu