The content creator's toolkit 2012: part 2

If you’re looking to develop interactive learning materials then you’ll need to find an authoring tool that suits your purpose. It’s important to take some care in choosing this tool or you could easily find yourself with all sorts of frustrations and a lot of wasted effort. Your tool will have to meet all of the following criteria:

It has the functionality required for you to produce the type of content you need

You might expect this to be a given, but in fact different tools tend to be geared to different types of content. While some tools, such as Adobe Captivate, Lectora and Articulate Studio, are relative all-rounders, some are more specialist. For example, Camtasia is a great tool for producing screencasts, Caspian Learning’s Thinking Worlds lets you develop immersive, 3D learning environments, and the new Articulate Storyline is geared to the development of learning scenarios. There are many other tools to choose from, all with their particular strengths.

It works the way you want to work

Most of the tools mentioned above are desktop applications, licensed for use on individual computers and these are by far the most commonly used. However, other tools, such as Rapid Intake’s Unison and Edvantage’s CourseBuilder, that run online in the cloud, are geared towards a team approach to authoring. These are more likely to be licensed on an enterprise-wide basis, so that all members of a content development team, from project managers to designers, subject experts to graphics specialists, can work together collaboratively.
With an online authoring tool, all project data is stored in a central database, accessible from any web browser on any device; components, from images to complete learning modules, can be easily shared between projects; reviews and tests can be conducted online and comments stored alongside the content for auctioning by other members of the team; versions for different devices and languages can be exported from the same core material. You can expect to see a wide range of new online authoring tools appearing in the coming years, as more and more of our computing switches to the cloud. For large teams working on building substantial content libraries, the benefits will be obvious.

It has legs

There is nothing more frustrating than having to re-develop a whole load of material because the tool you used to originally develop the content is no longer supported or available. If you go out on a limb and purchase an esoteric tool from a little-known vendor, you are taking a real risk. That risk is even greater if you’re working in the cloud: at least with a desktop tool, you can still make changes because the app and your data are sitting there on your computer; when an online tool is closed down, your work vanishes without trace. There is no kudos to be gained by using the same tools as everyone else, but you will sleep better.

It outputs in the right formats for you

Before choosing a tool, you need to be aware of all of the devices that might be used to access your content and the formats that are supported on these devices. If your tool outputs in Flash and this is not supported on your users’ PCs, or you want to deliver on iPhones and iPads, then you’ve got the wrong tool.
Part 1
Coming in part 3: Tools for special occasions
First published in Inside Learning Technologies, January 2012

The plight of the knowledge worker

The new learning architect
Over the past year we have been publishing extracts from The New Learning Architect. We start the new year with the second part of chapter 9:
The abundance of information is weighing heavily on the knowledge worker. The statistics are frightening, as Jay Cross reports:

  • “In many professions, knowledge workers spend a third of their time looking for answers and helping their colleagues do the same.”
  • “Only one in five knowledge workers consistently find the information they need to do their jobs.”
  • “Knowledge workers spend more time recreating existing information they were unaware of than creating original material.”

While we’re doling out statistics, let’s add some more from Charles Jennings:

  • “The information available to humans is currently growing at a rate of 30% per year. This growth is increasing year on year and showing no sign of slowing.”
  • “Ninety percent of the new information generated each year is stored on magnetic media of some type.”

The message hasn’t necessarily got through to the l&d department, as Jennings explains: “Even though we are all aware that we are operating in a world awash with unstructured information, many learning professionals and managers are still obsessed with the task of transferring information into the heads of learners/employees. They, and many of their managers, see that as the end-game of their endeavours.”
The inability to find the right information at the right time has a huge cost, as Paul Strassman, former VP at Xerox, reports: “Most businesses that are well endowed with technology lose about $5000 a year per workstation on ‘stealth spending’. Of this, 22% is for peer support and 30% for the ‘futz factor’. The second includes the time users spend in a befuddled state while clearing up unexplained happenings and overcoming the confusion and panic when computers produce enigmatic messages that stop work.”
So how do we respond to these pressures? Well, according to John Seely Brown and John Hagel: “Because you don’t know what to expect, planning is folly. It’s better to be as responsive as possible when the future arrives.” That’s on-demand learning.
References:
Learning is strictly business by Jay Cross, 2007
The Point-of-Need: where effective learning really matters by Charles Jennings, article in Advance series from Saffron Interactive, 2008
Quoted in The Social Life of Information, by John Seely Brown and Paul Duquid, Harvard Business School Press, 2002
The only sustainable edge by John Seely Brown and John Hagel, Harvard Business School Press, 2005
Coming next: The argument for on-demand learning
Return to Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Obtain your copy of The New Learning Architect

The content creator's toolkit 2012: part 1

Every content creator has the task of assembling their toolkit, the software applications they need to support them in their work. The composition of your particular toolkit will depend on the roles you are expected to play in your team. Are you primarily responsible for design, or are you expected to take projects forward into development? Is yours a specialist role or do you get involved in just about everything? Whatever contribution you will be making, this guide will give you an idea of the tools you’ll need. What you end up with, however, may ultimately depend on your negotiations with your boss, your IT department or your bank manager.
Here are basic tools that everyone needs:

Office suite

It’s hard to imagine that you could get by very long as a content creator without a suite of office applications. The most essential element of this is going to be a Microsoft Word-compatible word processor. Even if you do most of your own writing online or in some other application, you’re almost bound to get material sent to you in Word’s .doc or .docx formats. If you don’t want to pay for the Microsoft suite, Mac and iPad users have the option of Apple’s iWork apps, and there’s always the free OpenOffice.
If you are going to be creating slide-based material, then you must have PowerPoint. You can produce e-learning materials in PowerPoint alone, but more likely you will be using an add-in, like Articulate Presenter, that converts your work into a more web-compatible format like Flash or, looking to the future, HTML 5. Be careful, because these add-ins only work in PowerPoint itself, not compatible programs, and then only on Windows, not Mac. A bonus is that, if your content development is going to centre on PowerPoint, you may not need a separate image editor. Recent versions of PowerPoint (2007 on) have fantastic imaging capabilities that may mean you’ll never need to work with another program.

Image editing

Assuming, like most content creators, that your work will extend beyond PowerPoint, then you will definitely need some basic image processing capability. Let’s start with photo editing. You must be able to crop, resize, flip and rotate, adjust exposure, white balance, tone and colour, as well as remove red-eye. A little more functionality can also come in handy, like isolating a figure from its background, correcting blemishes, creating photo montages, adding frames and shadows, and superimposing text.
There is only one professional choice for photo editing and that’s Adobe Photoshop, although Adobe’s much cheaper consumer offering, Photoshop Elements, has almost as much capability. If you have no serious graphic design pretensions, then almost any other photo editing tool will do everything you need. There are plenty of free tools, including Windows Live Photo Gallery and iPhoto for the Mac and iPad, as well as open source options such as Gimp.
Of course your graphical work is unlikely to be restricted to photos. Most photo imaging tools, including Photoshop, also have excellent capabilities for producing diagrams and charts, as does PowerPoint. Serious illustrators have their own specialist tool in Adobe Illustrator and web designers laying out interfaces and creating icons are likely to turn to Adobe Fireworks, but if you just need to dabble from time to time there’s absolutely no need to spend any serious money.

Audio editing

It’s possible that audio plays no part currently in your content plans, perhaps because you have severe bandwidth limitations, but without doubt that will change over the next few years. Audio editing might seem complex, with all those intimidating-looking waveforms to manipulate, but in practice it’s no harder than working with text. You need a tool that will allow you to record audio from a microphone, edit this audio to remove bad takes and hesitations, adjust and equalise the volume and then save to a variety of different file formats. Any audio editor will do this, including those built in to many authoring tools.
It is possible you’ll want to go further than just capture a single voice. You may want to record from several different microphones at the same time; perhaps mix in music and sound effects; maybe even record and mix your own music. In these cases you will need a dedicated audio editor. The free option is Audacity and this is a very capable tool. Professionals and enthusiasts will undoubtedly want to go further and use a tool like Steinberg’s Wavelab, Sony’s Sound Forge or Adobe Audition.
Coming in part 2: E-learning authoring tools
First published in Inside Learning Technologies, January 2012

On-demand learning

The new learning architect
Over the past year we have been publishing extracts from The New Learning Architect. We close the year with the first part of chapter 9:
We move on to look at the third element in the contextual model, on-demand learning. To refresh our memories, on-demand learning is a form of ‘learning to’. It occurs because we don’t know how to perform a particular task and therefore need immediate help to acquire the necessary knowledge. To use more familiar terminology, on-demand learning can be regarded as ‘just-in-time learning’ or ‘learning at the point of need’.
Some would argue that on-demand learning isn’t learning at all, because the objective is to support performance not to teach. There’s no guarantee, indeed there may be no real concern, that an employee acquires in any permanent way the knowledge needed to carry out the task, just so long as they can do it right now. After all, a task may only ever need to be carried out once or only so occasionally that the effort required to retain the knowledge may not be justifiable. However, there’s a very blurry line between just-in-time performance support and long-term learning. The information itself is likely to be the same; the same people may be approached to provide this information; the same materials may be used in each case. The main difference comes with the strategy:

  • When the goal is performance, the information must be available at the point of need for easy reference.
  • When the goal is learning (a more or less permanent set of new connections in the brain), the intervention must go beyond providing information to include practice, assessment and feedback.

L&d professionals may argue that it is not their role to provide reference information. There may even be a completely independent team responsible for technical documentation. But this argument doesn’t stand up to close analysis:

  • Trainers have always contributed to the provision of reference material through the handouts and job aids that they provide with their classroom courses.
  • Technical documentation may be an option of last resort, but is unlikely to be a user-friendly and easily-accessible resource that does the job on a day-to-day basis.
  • The fact that much of the same content is required for both training and for performance support makes it uneconomic to develop separately.
  • L&d professionals are uniquely well equipped to present information clearly and simply.

Another way to reconcile the concept of performance support with learning is to conceive that knowledge can exist beyond the individual, in their own personal network of digital and human connections. The idea of the ‘outboard brain’ is closely associated with a new theoretical perspective to learning called connectivism, as developed by George Siemens:

“Instead of the individual having to evaluate and process every bit of information, she/he creates a personal network of trusted nodes: people and content, enhanced by technology. The act of knowledge is offloaded onto the network itself.”

Connectivism places new demands on the l&d professional who, as a facilitator of learning networks, should help to provide the infrastructure that enables employees to more easily make connections with sources of expertise. Underpinning this role is a realisation that “the connections that enable us to learn more are more important than our current state of knowing. ‘Knowing where’ and ‘knowing who’ are more important today than knowing when and how.”
As Jay Cross reminds us, “Successful organisations connect people. Learning is social. We learn from, by, and with other people. Conversation, storytelling, and observation are great ways to learn, but they aren’t things you do by yourself.”
References:
Knowing Knowledge by George Siemens, 2006
Learning is strictly business by Jay Cross, 2007
Coming next: The plight of the knowledge worker
Return to Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Obtain your copy of The New Learning Architect

New ways to distribute content: part 4

Traditional copyright law allows content authors to reserve all rights. While this is still going to be appropriate in many cases, you now have the opportunity to make your content much more accessible to those who want to copy, distribute, edit, remix or build upon your work.
If you are comfortable with granting some or all of these rights, you can do so using a Creative Commons license. You specify the terms on which you want to make your content available and then provide the appropriate Creative Commons license alongside your content. Doing so makes absolutely clear to learners what they can and cannot legally do. How far you go will, of course, depend entirely on your business model and your educational philosophy.
Part 1 Part 2 Part 3
First published in Inside Learning Technologies, December 2011

The non-formal learning toolkit

The new learning architect
Throughout 2011 we will be publishing extracts from The New Learning Architect. Here we bring chapter 8 to a conclusion:

Top-down approaches

Employers have a wide range of non-formal options at their disposal that they can implement on a top-down basis:
On-job training
Coaching
Webinars
Podcasts
White papers
Mini-workshops
Rapid e-learning
Internal conferences
Online video
Bottom-up approaches
There may well be a plethora of opportunities available for top-down non-formal learning, but there’s still plenty of scope for bottom-up initiatives:
Open learning
Continuing professional development
Communities of practice

Conditions for success

To enjoy success, it is important for the l&d professional to recognise that:

  • learning needs to be continuous throughout employees’ careers;
  • not all learning needs to be packaged as formal courses, because more informal approaches are often perfectly adequate;
  • many, short inputs will have more impact than a few lengthy ones;
  • many players can contribute to the provision of learning experiences and materials, not just learning and development professionals;
  • skills in the development and provision of learning experiences and materials should be widely distributed within the organisation.

Coming next: We move on to focus on on-demand learning
Return to Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7
Obtain your copy of The New Learning Architect

New ways to distribute content: part 3

Whichever format you choose for your content, you need a way to make this accessible to learners. As ever, there are plenty of options:
Use your intranet or internet web site: A relatively simple option is to make your content available directly on your web site. It’s probable that your organisation uses a content management system (CMS) of some sort (such as Microsoft SharePoint) as a platform for your website, in which case you can work directly within this. As well as inputting the HTML content, you’ll need to upload any additional files such as Flash movies, audio, video, PDFs and native documents and either embed these in the HTML or link to them for download. This may sound complex, but it won’t take long before you know your way around the CMS. An advantage of having your learning content on your website is that it will be easily searchable and linkable alongside all your other website content. Note that, while you will be able to track the number of users of your content, you will not normally be able to identify them by name, nor will you be able to record how they fared.
Use a learning management system (LMS): If you need to catalogue and make available large volumes of formal learning content and to track learner scores or progress, then you are going to require some form of LMS or virtual learning environment (VLE). These systems are compliant with e-learning standards such as SCORM, AICC or IMS, which provide important functionality such as the ability to track learner scores and progress, to describe content with metadata (descriptive labels) and to specify the sequence in which learning content should be presented. None of these features are going to work unless your authoring tool is also compliant with the standards, but you can expect this to be the case.
Use a content sharing site: Another way to make your content available is by using site specially designed to allow users to share content. This could be a public site, such as YouTube (for video) or SlideShare (for presentation), or a system offering similar functionality but sitting inside the firewall. Content sharing sites are designed to achieve much more than deliver top-down, formal learning content: they allow users to rate, tag (categorise), recommend and comment on the content they view; more importantly, these systems allow users to upload their own content. Clearly a content sharing site is much more informal and collaborative in nature than an LMS, but they can work happily side-by-side; indeed some LMSs now include content sharing modules.
Distribute through an app store: Smart phone and tablet users can access content on any of the platforms described above through their device’s own web browser. In many cases this will be adequate. However, content distributed this way is rarely formatted with the mobile user in mind and may be slow and cumbersome to access. For regularly used content, a much more elegant solution is to create applications which can be downloaded using the device’s app store and then accessed with a single touch. Given the technical differences between the various mobile devices, this may for now seem a rather complex way to distribute your content, but the process of app development will inevitably become much simpler as new tools become available. In the meantime, some forms of content can be made available for mobile devices without being formatted as apps. Podcasts and vodcasts can be made available through Apple’s iTunes software for use on iPods and other Apple devices. Reference manuals and books can be formatted for use on e-book readers such as the Kindle or Sony Reader, or for smart phones and tablets.

Use When
Your internet or intranet web site You want users to be able to easily search for and link to your content from within your website
You don’t want to have to set up a new platform for your content
An LMS You want to include your content within formal courses
You need to record learner progress and scores
A content sharing site You want your content to act as a catalyst for peer-to-peer user interaction
You want users to be able to upload their own content
An app store You want your content to be specifically tailored for mobile use
You want to provide the quickest possible access to your content

Part 1 Part 2
Coming in part 4: Establishing copyright
First published in Inside Learning Technologies, December 2011

Then why not formal learning?

The new learning architect
Throughout 2011 we will be publishing extracts from The New Learning Architect. Here we continue with the third part of chapter 8:
We’ve already argued the case for formal learning, but it should be clear that, although running a course can often be the right way to address a need, there are many more cases where an alternative will be more effective and more efficient. Back in 1970, Peter Honey pleaded for us to ‘stop the courses, I want to get off.’ He argued that organising courses was the easy option, but that to create effective learning situations which were meaningful in terms of the job called for much more effort, imagination and innovation.
Nearly forty years later, Donald Clark took up where Peter Honey left off: “Maslow’s hierarchy of needs, that great staple of train the trainer courses, is typical of the simplistic junk that is thrown about in the training world, but he did have one great line: ‘If you walk around long enough with a hammer, everything starts to look like a nail’. That’s training, folks. Our hammer is the ‘course’ – the pat solution for every problem.”
He elaborated as follows: “Courses are also at odds with the psychology of learning. We know that ‘spaced practice’ is a necessary condition for almost all learning, yet almost all courses do the opposite, delivering large, single doses. We also know that most skills need a ‘learn by doing’ approach, yet most courses are skewed towards knowledge. We know that learning is about long-term memory, yet most courses focus on short-term memory and assessment. We know that learning needs to avoid cognitive overload, yet most courses suffer from an obesity of content. We know that learning benefits from being situated in the context in which the learning is to be put to use, yet most courses pluck people out of this context. I could go on and on, but perhaps the greatest problem is the sheer lack of knowledge and awareness of the basics of the psychology of learning, and its application in training. It’s like engineers who build bridges but know nothing about physics.”
Perhaps, if you’ll excuse the pun, it’s just a case of horses for courses. There are many good reasons why some learning should be formal, why some should be conducted in groups, why some courses should be carried out in real-time as opposed to being self-paced, and why some should be face-to-face as opposed to online. And there are equally good reasons for doing the opposite. In the end the choices you make should be made on the basis of the particular situation, not familiarity, prejudice or predisposition. And if that choice is made well, effectiveness will then depend on how well you carry the job out.
ReferenceStop the courses, I want to get off by Donald Clark, TrainingZone, March 2009.
Coming next: The non-formal learning toolkit
Return to Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7
Obtain your copy of The New Learning Architect

New ways to distribute content: part 2

Learning content can be distributed online in a number of formats. Let’s compare them …
Native document: By this we mean the output format of a proprietary application, most commonly Word, Excel or PowerPoint. These applications have sophisticated editing and formatting capabilities, but were never really designed as a means for distributing finished content. The consumer has to have their own copy of the application that was used to prepare the original document and often in a particular version. The documents can be bulky to download because their file formats are not optimised for online use. They are slow to display, because the application has first to be loaded into memory. Perhaps most annoyingly, it is all too easy for multiple versions to be in circulation at any one time. There will be exceptional circumstances where the native document format must be maintained, perhaps because learners will be required to edit the documents, perhaps because the functionality of the native format is critical (you could be using Excel as the platform for a simulation), but more often than not, you will be better off using one of the other formats below.
PDF: This is the Portable Document Format as developed in 1994 by Adobe, but now an open standard. It’s original purpose was to get round the problem of users having to have their own copies of the applications and typefaces used by writers and designers to prepare documents and artwork. When you consider the cost of office applications, let alone sophisticated desktop publishing and graphics software, you can see why this format has proved so valuable. Having said this, PDF was never originally conceived as a format for online distribution. Where it really scores is that it preserves all the formatting of the original document, which is important when you have applied a lot of expertise to the design. Most importantly, by staying faithful to the original, this allows for highly professional-looking print-outs. To view a PDF file, users require only the free Adobe Reader. To create PDF files, it used to be necessary to own a copy of Adobe Acrobat Professional, but now many applications, including those in the Microsoft Office suite, have a built-in facility to save to PDF. As of 2011, some 150 million PDF documents were available online on the World Wide Web.
HTML: It is with Hypertext Mark-up Language that all web pages are formatted. While the format has been extended enormously over the years, and a great deal of programming capability has been integrated (using JavaScript), it still works in much the same way that Tim Berners-Lee first designed it. Because HTML resides within the public domain and can be used freely by anyone, it has been widely adopted as a standard on just about every computing device that accesses the internet. While HTML has many capabilities, it has not until recently had much functionality to offer in terms of animation, audio and video, a gap that has been filled largely by Adobe Flash. However, the next generation of HTML, version 5, promises to remedy these deficiencies and could eventually lead to the demise of Flash.
Flash: Flash was developed originally as an animation tool called FutureSplash Animator. It was acquired by Macromedia in 1996 and by Adobe in 2005. Flash grew in popularity as a way to provide sophisticated animation and multimedia facilities on the World Wide Web and has proved particularly popular for games, adverts and e-learning. Flash files, or ‘movies,’ can be created using Adobe’s own Flash Professional application, or by any number of e-learning authoring tools. The movies are then integrated into HTML pages for viewing online by any user who has the Flash plug-in installed (which is just about everyone). While not as versatile as pure HTML for everyday internet use, Flash excels where sophisticated multimedia and interactivity are critical. This would explain why the overwhelming majority of e-learning materials are distributed in this format. The future of Flash is currently in question, largely because of the refusal of Apple to allow Flash on its iPhone and iPad. With a future that looks increasingly mobile, many e-learning authoring tool vendors are looking more closely at HTML5.

Use When
Native documents You want users to be able to edit the documents
You want to preserve some unique functionality of the native format, e.g. modelling in Excel
PDF You expect users to print the content
You need to preserve the exact look of the original document
HTML You want to provide the easiest possible access to your content
You want to be able to edit the content easily
Flash Your content is multimedia-rich
Your content incorporates interactivity that is not easily achievable in HTML

Part 1
Coming in part 3: Choosing a platform for your content
First published in Inside Learning Technologies, December 2011

So why non-formal as opposed to on-demand learning?

The new learning architect
Throughout 2011 we will be publishing extracts from The New Learning Architect. Here we continue with the second part of chapter 8:
On-demand learning is just-in-time performance support – it’s there when you need it. But, although performance support has many advantages, it is not a panacea. Alison Rossett and Lisa Schafer have identified four situations in which you need to have the knowledge and skills before you undertake the task:
When aided performance would damage credibility: There are times when you would look amateurish if you had to go seeking out information that others might expect you to know. The obvious example is when you are dealing directly with customers or clients. No-one’s going to be bothered if you have to obtain help to deal with an unusual situation, but they would be justifiably annoyed if, say, you were a sales assistant in a retail store and couldn’t operate the till, or were an electrician who couldn’t wire a plug.
When speedy performance is a priority: In some jobs, there simply isn’t the time to go tracking down the right information or asking for help. A lawyer may have time to consult the books, but an airline pilot needs to be able to respond to an emergency using their own resources; a business person may be able to consult with a specialist before determining a strategy, but a professional sportsperson has to be able to swiftly select the right tactics to deal with a situation that arises unexpectedly.
When novel and unpredictable situations are involved: Some jobs are relatively stable and it may be possible for an employer to prepare performance support materials or systems to cope with every eventuality. Many other jobs are much less predictable and it is vital for the employee to be equipped with the core skills and problem-solving strategies to deal with the unexpected when it occurs. Take the example of an investment banker: although much of their work might be routine, they have to be able to deal swiftly with crisis situations that sometimes have no precedence.
When smooth and fluid performance is a top priority: Performance support is disruptive – it interrupts the task and disturbs the flow. No audience is going to wait while a presenter consults Wikipedia to look up a fact or asks for help in operating PowerPoint; similarly a telephone sales representative will not want to keep the customer waiting while they consult with a colleague.
ReferenceJob Aids & Performance Support by Alison Rossett & Lisa Schafer, Pfeiffer, 2007
Coming next: Then why not formal learning?
Return to Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7
Obtain your copy of The New Learning Architect