Customizing Portfolio ToolsCustomizing Portfolio Toolsin Sakaiin Sakai

Janice A. Smith

The rSmart Group

Portfolio Tools

• Require preplanning and customization

• Work together to support educational processes at your institution

• May be a part of any Sakai site

• Can support participant work in courses and projects as well as in stand-alone portfolio sites

• Require additional .xml programming

Portfolio Tools in Sakai 2.3

• Portfolio Sites• Resources• Matrices• Glossary• Wizards• Evaluations

• Forms• Styles• Portfolio Layouts• Portfolio Templates• Portfolios• Reports

Portfolio Process

Collection

Selection

Reflection

Connection

A continuously iterative process

Articulating relationships to

personal and social experience

Locating and pulling togetherrelevant evidence of learning

Putting evidenceto use

Giving and receivefeedback

Continuing to refineevidence and

reflection

Choosing evidencefor particular purposes.

Identifying gaps andconnections.

ePortfolio Purposes

• Self-Presentation– Student career development and job search– Faculty development and evaluation– Lifelong learning

• Teaching and Learning– Student awareness of learning– Instructor assessment of learning

• Institutional assessment and accreditation

Self PresentationSite participants• Enter evidence in

Resources• Access portfolio

templates through Portfolios tool to create– Resume– Artist portfolio

• Or design their own portfolios using available styles and layouts

Teaching and Learning• Instructors design

wizards and matrices• Students submit

documentation of and reflection on learning

• Instructors evaluate evidence and reflection

• Students share completed wizard or matrix via a portfolio template

Assessment and Accreditation

Rhode Island High Schools:• Goal Management Tool

provides standards• Assignments tool collects

evidence• Grad Portfolio Template

selects evidence and reflection

• Reports aggregate evidence of learning for high school accreditation and state report cards

Brief Demo of Portfolio ToolsSelf-Presentation• Resume Portfolio• Showcase Portfolio• Resume WizardTeaching and Learning• Co-curricular Matrix and Portfolio• General Education Matrix and PortfolioAssessment and Accreditation• Assignments, Goal Management, Graduation

Portfolio, and Reports

Customization of Portfolio Tools

• Portfolio Sites

• Forms

• Matrices and Wizards

• Portfolio Styles and Layouts

• Portfolio Templates

• Reports

Portfolio Sites

• Differentiated from course / project sites

• Specifically dedicated to portfolio work

• Specialized tools/roles /permissions

• Portfolio tools also available for course and project sites

Customizing Portfolio Sites• Portfolio tools in Sakai 2.3 are

provisional and must be “turned on” for use.

• Portfolio sites are an automatic choice when creating new sites in Worksite Setup.

• Portfolio tools can also be included in course and project sites.

• Select tools according to your portfolio purpose

• For self-presentation, choose– Forms– Portfolio templates– Styles– Portfolio layouts

• For teaching and learning, also choose– Wizards– Matrices– Evaluations– Glossary

• For assessment and accreditation, also choose– Reports

Brief demo of creating a portfolio site

Forms• Participants access forms

through Resources• Use forms for

– Reflection and evaluation in matrices and wizards

– Adding content to matrices, wizards, and portfolios

• One saved instance of a form can be used many times

• Site organizers create forms with .xsd programming in Forms tool

Customizing Forms• Create .xsd for the form outside of Sakai

– Name the form carefully– Create fields with field names serving as prompts– Fields can be text, dates, integers, decimals, or complex

• Upload .xsd to a folder in My Workspace Resources• Open the Forms tool in the site in which you want to form to appear• Create the form by

– Selecting the .xsd file from Resources– Adding text for participant instructions in using the form

• Review the form in your account for accuracy• Publish the form so that all participants in the site can use it• Once published, editing is limited and deletion not possible• Consider suggesting the form for global publishing via Portfolio

Admin

Brief demo of creating a form

Wizards and Matrices

• Documentation, reflection and assessment of learning

• Sequential, hierarchical or tabular process

• Pages or cells with– Instruction, rationale, and

examples– User evidence of

learning– Reflection, feedback, and

evaluation• Created with user interface

and .xsd programming

Customizing Forms and Matrices

• Use wizard or matrix tool interface to create– Wizard categories and pages– Matrix rows, columns, and cells

• Upload .xsd, create, and select forms for– Participant work in cells and pages– Reflection prompts for participants– Feedback prompts for formative review– Evaluation scales and prompts for summative review

• Check the matrix or wizard for accuracy and effectiveness before publishing

• Once published, editing is limited and deletion not possible

Brief demo of creating a matrix or wizard

Evaluations• Formative review in

wizard or matrix• Summative evaluation of

matrix cell or wizard/wizard page via evaluation form

• Customizable (using .xsd programming) for– Prompts– Scales– Comments

Customizing Evaluations• Upload .xsd to create evaluation and feedback forms• Add forms to matrix cells, wizards, or wizard pages• Select evaluators for matrix cells, wizards, or wizard

pages– By role– By username

• Reviewers use the Matrix or Wizard tools for formative review

• Evaluators use the Evaluations tool for summative review

Brief demo of setting up feedback and evaluation

Styles and Layouts• Styles applied to

– Matrices– Wizards– Portfolios

• Layouts applied to– Portfolios

• Participants use styles and portfolio layouts to design their own portfolios

• Customizable using .xml programming

Customizing Styles and Layouts

• Use .xml and .css programming to create the style or layout outside Sakai

• Upload .xml/.css to a folder in My Workspace Resources

• Open the Styles or Portfolio Layouts tools for the appropriate site

• Name the style or layout and select the .xml or .css file

• Consider suggesting the style or portfolio layout for global use via Portfolio Admin

Brief demo of creating a style or portfolio layout

Portfolios

• Opportunity to share evidence and reflection with others

• User designed with styles and layouts

• Institutionally designed with portfolio templates

• Customizable using .xml programming

Customizing Portfolio Templates

• Create .xsl, .xsd, .css, and javascript files outside of Sakai and upload them to a folder in My Workspace Resources

• Open Portfolio Templates in the appropriate site• Follow the steps to name the portfolio template and

select the appropriate files and available forms and uploaded files

• Publish the template for others to use• Once published, the template can be edited or deleted if

it is not in use• Consider suggesting the portfolio template for global use

via Portfolio Admin

Brief demo of creating a portfolio template

Reports

• Report templates specify data to be collected

• Data may be displayed, shared, printed, and exported

• Customizable using .xml programming

Customizing Reports

• Create report templates outside of Sakai

• Integrate report templates into existing reporting functionality

• Anticipate improvements in reporting for OSP 2.4

Brief demo of existing report