| Australasian Journal of Educational Technology 2010, 26(1), 15-27. |
AJET 26 |
Effective practice with e-portfolios: How can the UK experience inform implementation?
Gordon Joyes
University of Nottingham
Lisa Gray
Joint Information Systems Committee, UK
Elizabeth Hartnell-Young
University of Nottingham
This paper introduces the background to the JISC work within the e-portfolio domain in the UK and presents an overview of past and current activities and the drivers for these developments. This is followed by a review of JISC's approach to drawing out the learning and implications for e-portfolio practice from this extensive collection of work and its dissemination. The analysis of twenty one recently funded projects involving the use of e-portfolios in the UK is introduced. The findings suggest that e-portfolio implementation is particularly complex in part due to the number of stakeholders involved, the contexts in which e-portfolios can be applied and the number of purposes they can have. This research suggests that there are threshold concepts related to e-portfolio implementation and that developing an understanding of effective practice is not straightforward. However a means of supporting this understanding is suggested.
Within the JISC e-Learning program (JISC, 2009a), funded projects and activities are working towards a vision where UK further and higher education are enabled to create a better learning environment for all learners, wherever and however they study. This program incorporates five main areas of activity - e-assessment, e-portfolios, learning resources and activities, e-administration for learning and teaching, and technology supported learning environments. In the area of e-portfolios, JISC aims to explore and develop effective practice in the use of e-portfolio systems and tools through the co-development of standards and piloting of e-portfolio related technologies and standards. They work in partnership with other sectors and bodies to develop and provide guidance to institutions on effective practice in the use of e-portfolios to support lifelong and lifewide learning.
JISC work in the e-portfolio domain, the drivers for this and the approach used to disseminate effective practice are discussed below. The later part of the paper discusses research into the outcomes of projects implementing e-portfolios and the approach used to enable projects to capture evidence of benefits, user experiences and issues. The evidence captured reveals tangible benefits for users but the lessons emerging from projects have also revealed a number of common and often unhelpful preconceptions about e-portfolios by those introducing them. We then suggest an approach to supporting the implementation of e-portfolios that explores the notion of threshold concepts and the complexity of the domain.
Before learners enter higher education, within schools and 14-19 sectors, there has been an increasing focus on a national curriculum that values skills. A new qualification, the Diploma has emerged, with the development of personal, learning and thinking skills (PLTS) at its core. E-portfolio technologies provide ways in which these skills can be evidenced. But perhaps the most important reason for considering the potential of e-portfolios to support learning and teaching is the emerging evidence from practitioners and learners of the value of developing e-portfolios, not only to support more profound forms of learning, adding value to personalised and reflective models of learning, but also facilitating the transition between institutions and stages of education, supporting application to education and employment, staff appraisal and applications for professional accreditation, and supporting learners based in the workplace.
An e-portfolio is the product, created by the learner, a collection of digital artefacts articulating experiences, achievements and learning. Behind any product, or presentation, lie rich and complex processes of planning, synthesising, sharing, discussing, reflecting, giving, receiving and responding to feedback. These processes - referred to here as 'e-portfolio-based learning' - are the focus of increasing attention, since the process of learning can be as important as the end product.' (JISC, 2008b)Learners may create multiple e-portfolio presentations, for a range of purposes, for different audiences, at different times. For example, for presenting evidence of skills and achievements to an employer, or presenting reflections on a work placement as part of a course of learning. Tools to support the processes mentioned above may be as part of a single e-portfolio system, or selected independently by learners as appropriate. Useful definitions of e-portfolios also tend to include the concepts of learners drawing from both informal and formal activities to create their e-portfolios, which are personally managed and owned by the learner, and where items can be selectively shared with other parties such as peers, teachers, assessors or employers (Beetham, 2005).
In 2004, the Distributed e-Learning Programme took forward these concepts in the funding of twenty-one two-year projects exploring the use of technology to support lifelong learning (JISC, 2009d). The stories emerging from these projects were published in a briefing paper in April 2008 (JISC, 2008a), which brought to the fore effective practice surrounding the use of e-portfolios to support widening participation and progression. This practice was taken forward in the funding in 2006-2009 of projects exploring the use of technology in the contexts of higher education level courses delivered in further education settings (JISC, 2009e), lifelong learning (JISC, 2009f, 2009g), enhancing the administrative processes faced by teaching staff (JISC, 2009h), admissions (JISC, 2009i) and ensuring interoperability between e-portfolio systems (JISC, 2009j).
An overview paper (JISC, 2007) provides further detail around these projects and the contexts within which they were working. Broadly, these projects explored e-portfolio use to support the following main purposes:
There was a clear need for JISC to support projects to be more externally focused and collect evidence of a range of practice that could support the implementation of e-portfolios across the higher and further education sector. It was one of the roles of the e-portfolio expert consultants appointed from 2007 to 2009 to develop an understanding of effective practice from JISC funded projects as well as to advise JISC about strategic directions and support dissemination of program outcomes. In the first year, the expert consultancy for e-portfolios was carried out by two of the authors at the University of Nottingham, while Joyes continued this work alone in the second year. These consultants had extensive experience in using and evaluating e-portfolios in Australia and the UK, had recently completed the Becta-funded research into the impact of e-portfolios on learning (Hartnell-Young et. al., 2007) and were part of The Inter/National Coalition for Electronic Portfolio Research [http://ncepr.org/]. Their research background informed the methods of gaining an overview of project developments and providing a theoretical framework that could begin to explain why e-portfolio implementation is often problematic.
| Mode | Description and location | Issues |
| Project interim and final reports to JISC | All projects complete regular interim reports (some of which are made available publicly) and final public reports. A template is used that distinguishes between outputs and outcomes including lessons learnt. | Projects tend to focus on lessons learnt relating to project management rather than implementation and practice and tend not to include examples of use, user perspectives, etc, that would be useful for dissemination. |
| Project websites | All projects are expected to set up a website within one month of starting and maintain this for 3 years beyond the project end. | The value of these vary widely from websites that are essentially project facing to those that provide a wide range of resources including user perspectives, case studies, podcasts and videos. |
| JISC e-portfolio overview website | This provides an overview of JISC e-portfolio activity and links to key dissemination publications (see below). There is a link to a summary page covering the funded JISC projects with links to summary information pages for each funded project. Links to websites can be found at http://www.jisc.org.uk/eportfolio | The summary information presented for each project outlines initial aims and not the outputs and outcomes which appear in the reports. Many project websites are presented as a project history though some are designed to support dissemination of outputs and outcomes. |
| Effective practice resources | JISC has produced two landmark resources. 1. Effective Practice with e-Portfolios (JISC 2008b) The publication (available in print or downloadable online) investigates the concept of 'e-portfolio based learning' from different perspectives - those of the learner, the practitioner, the institution, a professional body and a potential audience, summarising key points of guidance in each case. It draws out key points from innovative practice in further and higher education and from a selection of JISC-funded projects. 2. The e-Portfolios infoKit (JISC infoNet, 2008) is an in depth, online resource which covers the main drivers, purposes, processes, perspectives and issues around e-portfolio use and gives a valuable synopsis of JISC-funded projects on e-portfolios. | These resources are comprehensive and simply worded since those new to e-portfolios may find the area complex and overwhelming. The advantage of the online infoKit is that it links to a wide range of online resources that have arisen from JISC funded projects in this area. The infoKit also makes regular updating and links to 'new' projects and 'new' findings possible (an update is planned in 2009 to encompass the learning from projects which have completed since the launch in September 2008). |
| Workshops/ seminars/ conferences | A series of 5 one day workshops were delivered across the UK in 2009, with shorter workshops at a number of e-learning events, including the National Institute of Adult Continuing Education (NIACE), Telling Stories 2009, and EIfEL 2009 conferences). JISC also holds annual face to face and online conferences, and project only conferences/workshops. | These workshops/seminars are interactive and well received and those new to e-portfolios attend them, but many of the public conferences can tend to 'preach to the converted.' |
| E-portfolio expert consultant | JISC has funded an e-portfolio expert consultant project. Two academics at the University of Nottingham, UK were appointed 2007-9. This role is discussed below. | Gathering reliable evidence from projects about developments to inform dissemination can be problematic. This is discussed below. |
This matrix built on work by Hartnell-Young et. al. (2007) that usefully differentiated between e-portfolio purposes and processes. The matrix recognises that 'e-portfolios are currently used for many purposes, including formative and summative assessment, application for employment, professional accreditation, transition between institutions and/or employment, and for less high-stakes purposes such as purely recording personal growth and learning' (Joyes & Hartnell-Young, in press). It also recognises that software tools support a range of processes, such as information capture and retrieval, planning, reflection, feedback, collaboration and presentation that are involved within these e-portfolio purposes or contexts.
| Purpose/ context | E-portfolio process | ||||||
| Information capture | Information retrieval | Planning | Feedback | Collab- oration | Presen- tation | Technical requirements | |
| Personal devt planning/ continuing professional development | |||||||
| Transition/ application | |||||||
| Work based learning/ employment | |||||||
| Assessment | |||||||
| Lifelong learning | |||||||
| Technical progress | |||||||
The matrix became a key tool to map the e-portfolio purposes and processes with which users were engaged within projects, as well as highlighting those areas where case studies and other evidence of benefits could support the outcomes recorded in their final reports or on their websites. Projects were sent the matrix by email at the interim reporting stage and expected to complete this prior to a telephone interview with one of the e-portfolio consultants whose role was to clarify the responses. This approach served to emphasise the importance for projects of gathering evidence of practice and practitioner experiences and was instrumental in changing perceptions of the nature of evaluation evidence that JISC required for dissemination purposes. Specific guidance to projects was also provided for a project outcomes section of the final report. This guidance required e-portfolio projects to provide an updated version of the matrix and at least one case study of practice in a particular context which covered processes they had identified within the matrix. As such, the matrix was used as a formative tool to clarify JISC's requirements for projects in relation to developing their understanding of the evidence they could capture of tangible benefits, user experiences and issues.
Interim and final reports for twenty one projects were analysed using the JISC-determined categories of innovations in process and practice, sustainable institutional change, tangible benefits, technical developments, lessons learned/increased knowledge, unanticipated outcomes and relevance to/response from sector. The analysis used the qualitative data analysis software Nvivo and the results are discussed further below.
I have saved stacks of time... I have had to send nothing in the post to the external examiner and have had nothing to physically photocopy. We have saved on postage and copying costs and not to mention the hours of work that is normally needed to prepare samples, marksheets etc. (Course administrator, Flourish project final report)This of course has to be considered against the 'costs' of introducing and supporting the e-portfolio system. The same project found enhancement benefits in relation to professional development linked to staff appraisal.
The process provided an excellent opportunity for genuine reflective practice. I was surprised by the range of evidence which I could identify and to which I could link electronically, in order to demonstrate my commitment...this is a different kind of approach to that which is normally required for promotion or appointment, and I found myself exploring connections between my different roles, both past and present, which was a very positive and developmental experience. (Member of staff, Flourish project final report)This project reveals the value of alignment of e-portfolio project developments with university staff development and teaching and learning policy, as well as professional accreditation processes within professional development contexts. As a result it provided evidence of transformation through institutional use within professional development of staff. Not only were some staff requesting to use an e-portfolio for staff appraisal in faculties where it was not being used, but staff were requesting to use the e-portfolio with their students because they had experienced the benefits for learning from their own use in the new lecturer training course. This project also provides examples of e-portfolios, video case studies of benefits to users etc. on their website at: https://portfolio.pebblepad.co.uk/cumbria/viewasset.aspx?oid=12116&type=webfolio&pageoid=12117
What was revealed by the analysis in relation to lessons learned/increased knowledge is of greatest interest to this discussion about dissemination, as it provides insights into aspects of e-portfolio use that affect whether a particular implementation provides the reported benefits. These aspects appeared as recommendations arising from preconceptions that projects initially held. They centre on the role of purpose, learning activities, processes and ownership in implementing effective e-portfolio practice and the disruptive nature of e-portfolios, and these are discussed below.
The idea of threshold concepts emerged from a UK national research project into the possible characteristics of strong teaching and learning environments in the disciplines for undergraduate education... in the field of economics, it became clear to Erik Meyer and Ray Land, that certain concepts were held by economists to be central to the mastery of their subject. These concepts, Meyer and Land argued, could be described as 'threshold' ones because they have certain features in common. (Cousin, 2006).One feature is that threshold concepts are often 'troublesome' to the learner, i.e., that they may seem alien, incoherent or counter-intuitive (Perkins, 2006). Threshold concepts exist in all bodies of knowledge. It does appear that the implementation of e-portfolios is particularly troublesome. We have found that in the e-portfolio area understanding emerges from technological, pedagogical, institutional, lifelong and life-wide learning perspectives. Because of this, the field engages a range of different stakeholders who need to understand the e-portfolio domain and these have different cognate backgrounds and professional interests. This is evidenced by the following findings in JISC reports and in the literature:
There does seem to be a paradigm shift in understanding when e-portfolio knowledge is aggregated. For example, once a stakeholder understands that an e-portfolio is disruptive, because it tends not to fit exactly within existing systems, then assumptions about implementation and use become obvious. There is evidence of shifts in this understanding depending upon the perspective of those involved in the implementation, for example, only anticipating the need for scaffolding for students and not staff or only anticipating the need for technical support and not pedagogic support. Seeing the benefits of an e-portfolio will not reveal the implications for implementation though of course this set of knowledge is important too so that use can match the chosen context. The benefits themselves are not a threshold concept but they relate to one: that to do with e-portfolio purposes, i.e., the alignment of purpose to context will reveal benefits, misalignment will not.
The first relates to ways of supporting projects to provide evidence of tangible benefits that can be useful for dissemination purposes. This revealed the need for a common language to focus on e-portfolio practice rather than tools, and the need to support projects in recognising where they might be able to provide examples/ case studies of practice. The e-portfolio purpose-process matrix shown in Figure 1 was an important tool in this process.
The second key aspect relates to the fact that tangible benefits of e-portfolios won't be realised unless implementation is effectively managed and that this is a complex process. An analysis of JISC project reports in relation to lessons learned indicates that projects held a range of preconceptions and that implementation may be supported by considering a threshold concepts approach that might reveal these at the planning stage.
It has been suggested that institutions seem to move from a localised model of implementation, where only three of the threshold concepts, that of the role of purpose, learning activity design and process may be considered, to a mature institutional approach where the role of ownership and the disruptive nature of e-portfolio implementation are fully considered by a wide range of stakeholders. How institutions move from the localised model to a mature institutional one is of considerable research interest. The example of the Flourish project within this paper provides an interesting case of a project engaging staff in using e-portfolios to support their own professional development. Institutional buy in to use e-portfolios for this purpose may provide a powerful means of transforming and sustaining effective practice in that it provides staff with an understanding of benefits (or not) in a particular context. These staff members are in a position to recognise benefits for the students on their courses and design appropriate learning activities, and as e-portfolio users themselves, they should be more aware of the nature of the technical and pedagogic support needed. It is clear that the longer term effects of this approach on e-portfolio implementation are worthy of further exploration.
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This article received an Outstanding Paper Award at ascilite Auckland 2009 Conference, gaining the additional recognition of republication in AJET, with minor revisions. The reference for the Conference version is:
Joyes, G., Gray, L. & Hartnell-Young, E. (2009). Effective practice with e-portfolios: How can the UK experience inform practice? In Same places, different spaces. Proceedings ascilite Auckland 2009. http://www.ascilite.org.au/conferences/auckland09/procs/joyes.pdfAuthors: Gordon Joyes, School of Education, University of Nottingham, UK. Email: Gordon.Joyes@nottingham.ac.uk Lisa Gray, Joint Information Services Committee, UK Elizabeth Hartnell-Young, Learning Sciences Research Institute, University of Nottingham, UK Please cite as: Joyes, G., Gray, L. & Hartnell-Young, E. (2010). Effective practice with e-portfolios: How can the UK experience inform implementation?. Australasian Journal of Educational Technology, 26(1), 15-27. http://www.ascilite.org.au/ajet/ajet26/joyes.html |