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Campus and Student Portals: Where Are We Today?

Howard Strauss
Howard Strauss
[HS]
Terry Calhoun
Terry Calhoun
[TC]
Michael
Michael Handberg
[MH]
Oren
Oren Sreebny
[OR]
Pennie
Pennie S. Turgeon
[PT]

October 12, 2000

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TC: Welcome to the CREN Tech Talk Series for Fall of 2000 and to this session on Campus and Student Portals-Where Are We Today? You are here because it is time to discuss the core technology for your campus in the future, and this one is moving fast right at you. I'm Terry Calhoun, your CREN host for today. My other hats include, but are not limited to, being the Director of Electronic Communications for the Society for College and University Planning (SCUP) and Listowner of the University Web Developers List (UWEBD).

On behalf of Judith Boettcher, CREN's Executive Director, I would like to thank our CREN member institutions for their support of the CREN Tech Talk series and specifically, BlackBoard for its sponsorship of this Tech Talk event.

Let me welcome Howard Strauss of Princeton University, our great technology anchor for Tech Talk. Howard is a well-know Web technology expert and portal expert. He presented a session here at EDUCAUSE on portals just yesterday afternoon and he will now introduce the themes of this discussion. Welcome, Howard.

HS: Thank you, Terry. I'm Howard Strauss, the anchor for the Tech Talk series of technology webcasts and I should mention where Judith Boettcher is. She's in Paris. She was just unable to get here and join us here in Nashville. In this webcast, I invite you to join Terry and me in a lively technical dialogue with our guest experts who will answer the questions you'd like answered and to ask those very important follow-up questions. You can join in this dialogue by sending your questions via e-mail to expert@cren.net any time during the webcast. Since we're doing this webcast live from EDUCAUSE 2000 in Nashville, Tennessee, I also invite members of the audience to write down their questions and hand them to us. If we don't get to your questions during the webcast, we'll provide an answer in the webcast archives.

At this EDUCAUSE conference, there are about ten presentations on web development and administration. There are only six presentations on digital libraries. And while I could find no sessions on supercomputers at all, I found about 16 sessions on portals, the same number of presentations on e-commerce. Clearly, there's a great deal of interest in portals.

But what are portals? At last year's Detroit Auto Show, Jacques Nasser, Ford CEO, said, "We will do nothing short of transforming our cars and trucks into portals for the Internet." Peter Granhoff of wine.com says that wine.com's goal is "to become the wine portal for all wine-lovers' needs." Both BlackBoard and Campus Pipeline.com want to build a student web portal for your university. And Alta Vista, AOL, MSN, Netscape, Excite, Yahoo! and dozens of other websites that you thought just had homepages now claim to be portals. Of course, no list of portals would be complete without mentioning Digisense who is building-and I am not kidding-a Web portal for interactive smelling experiences.

TC: Hmm!

HS: The hardware is available right now. You can check it out. Yahoo! says that a portal is "a gateway to the World Wide Web providing links to news, shopping, chats, games, stock quotes, weather, TV listings, auctions and more." And James Joyce said, "Mistakes are the portals of discovery."

Although many universities and corporations have now built portals, web portals are still a very rapidly-evolving area. At least in theory, portals should fundamentally change and improve the way people use the web and the way web pages are developed. But there are still a great many unanswered questions about web portals and much research that needs to be done. As Albert Einstein said, "If we knew what it was we were doing, it wouldn't be called research, would it?"

While we may not do any groundbreaking research here today, our guest experts will attempt to clear away many of the mysteries about campus and student portals on today's webcast of Tech Talk. Terry?

TC: Thank you, Howard. If I had a dime for every time I've heard the word "portals" this week, I could take our entire cast out to dinner every Thuesday night for several weeks in a row.

HS: That sounds like a great idea! Why don't you do that?

TC: You're on!

Now, let's start first by introducing Pennie Turgeon. Pennie is the Director of Instructional Media and Distance Learning for the Division of Information Technology at Worcester Polytechnic Institute. Judith wants me to say at this point, "Wow! Everybody has long titles these days, don't they?" Pennie has a range of responsibilities, but all focused on the support of the IT infrastructure for teaching, learning and scholarship, including the Advanced Distance Learning Network. For our purposes here, the most relevant is that she is the Project Manager for the ongoing implementation of WPI's Information and Learning Portal, myWPI.

Michael Handberg is a principal consultant of PriceWaterhouse Coopers, working in the area of e-business and portal development. He has developed an e-student services strategy and a best practice perspective student portal for the University of North Carolina, and he also worked with Indiana University to develop an institutional e-business strategy. I'll bet he worked there with one of our guests from our previous Tech Talk, Chris Geist.

MH: Yes.

TC: Right. He also presented the session yesterday here at EDUCAUSE on E-Business and Portals. Prior to joining PriceWaterhouse Coopers, Michael's efforts at the University of Minnesota involved re-engineering its enrollment management around a decentralized web-based self-service model. That won the University a Best Practice Award from The American Productivity and Quality Center (APQC).

Our third expert today, Oren Sreebny, is Assistant Director of Computer and Communications at the University of Washington. He oversees the client services functions including responsibility for consulting, helpdesk, computer training, account management, desktop support and policy issues. Oren has been involved in the award-winning Uwired Collaboration which has promoted innovation in teaching and learning through technology since its inception in 1994. Lately, Oren has been participating in the roll-out and design of myUW-isn't that original?-the UW portal system which is currently herding the cats toward the design of a portal view for teaching faculty.

Howard?

HS: Okay, at this conference, not only have we heard the word "portal" mentioned a million times, probably, but we've probably heard almost that number of definitions for a portal. I wonder if you could, Michael, Pennie and Oren, tell us, what is a portal? Or what you think a portal is. Michael?

MH: Well, I sort of think about in two fundamental ways. I think number one, I think a lot of people refer to a portal as a set of technologies and tools, so for a lot of people, sort running around, talking about portals, they're really just talking about a set of technologies and tools from channel management to authentication, chat sessions and other things which sort of build generic community. And they're you know, very rapidly trying to set up and build, you know, sort of a technology infrastructure that allows them to do what portal development. I think secondly, another set of portal is really around the business functionality, so I think this is a lot harder to get at and get, you know, our heads around, which is if the goal of a portal is to serve all of the university functions for some discrete audience through a set of integrated web pages, there's a lot of work and thinking that needs to go into sorting through what are the most important facts, what are the facts that need to be, you know, sort of presented, and what information do you need to provide, and so the ongoing work around there, I think, is sort of a second, you know, emphasis on portals.

HS: Pennie, your university has built this thing called myWPI so you had some idea of what you were trying to do or what you were trying to make this portal be. What do you think a portal is in terms of this myWPI satisfying those needs?

PT: Well, myWPI started with looking at the teaching and learning needs of the campus and the IT infrastructure that would be required to support that, and that really was driving our knowledge management strategy and so what we did was sort of work towards creating a portal for our learning resources, being sort of a customized, personalized interface to all of the university knowledge resources and course resources and supporting materials and then building upon that particular application to bring in alumni, prospective students and administrators. And so the way we've approached it is sort of to look at different constituents and blend them in one at a time.

HS: I didn't hear you mention anything about technology, like Michael did. Michael said there was a bunch of technology. Is that-how big a role does that play, or is technology not very important here?

PT: Yes, I don't-we don't look at it from a technology standpoint, although it's very important in terms of bringing in all of the underlying IT infrastructure and making sure that they can work with one another. I think really, portals boil down to a knowledge management strategy and how you are going to push information and how are you going to let people customize and access information at the university through one single site.

HS: And Oren, you have myUW. There's probably a my-everything out there, or there soon will be. Myportal.com.

OS: Yeah, and myUW actually is an effort to, an attempt to manage people's relationships with our university over the course of a lifetime, basically, and starting with outreach efforts, you know, where they might be in, you know, in middle school or high school and doing, taking some, you know, summer classes at the university or a camp at the university, applying for school, going to school at the university, graduating, become an alum or a football fan or a patient at our hospital. So that's sort of our whole focus, to be able to integrate, you know, somebody's experience at the university over an entire lifetime of experience, realizing that there are multiple overlapping relationships that have to be managed there. I also didn't mention technology.

HS: Well, we'll get to that. I think we're going to talk in a bit about what are some of the issues in getting a portal going. But a question I'd like to ask before we do that is, this Tech Talk was supposed to be talking about campus portals as though that was a special kind of portal. What kind of portals are there? My view has been that you really need one portal, and when we talk about campus portals or other kinds of portals, that sounds a little strange to me. Michael, do we have different kinds of portals? Should we have lots and lots of these things?

MH: Well, that is a really good question and my view of it is, yeah, there is kind of like one portal that needs to be, you know, typically the university's homepage. But I also think that the diversity of the university's business needs are so great that there is not, you know, one single "portal" that you can go into. It's almost like there's one portal and then these sub-portals and, you know, the way that I think about it is that there's probably one page that's essentially unauthenticated, meaning it's sort of a portal but it's not really authenticated and really targeting all of your, you know, sorts of services and other things to, you know, the general public. And then probably one for faculty, one for staff, one for students, one for alumni and one for prospective students.

HS: I mean, you think they're really, really different things? This is not just somebody's customized view of the same thing, but really, really different portals that you're talking about?

MH: I think there's a lot of overlap in terms of the contents and other services that are not unique among these things. That means the thing that is unique for each of those is that, you know, depending on those audiences, the things that are most important to them are different and so it does radically affect the way you might organize information you have within each one of those portals.

HS: And Pennie and Oren, do you agree that there's lots of different kinds of portals, or should we-I mean, can universities really have one or do we have to have lots of them?

PT: Well, ideally, I agree with something you said yesterday in your presentation, that, you know, it's best to have one, and if you have two, then you might as well have 12. You want people to go to one place to sort of receive information about portal technology, I mean, information about your campus and I think what differentiates a portal from a web page is a web page is a web page is a web page for many and a portal is a web page for one. And so your audience is sort of really narrowed down to the point where you really have to have [inaudible].

HS: Oren, you want to add something to that?

OS: Yeah, you know, I would say that I think the thing that differentiates a campus portal from portals like Yahoo! or Excite is really-we can bring a level of customization to the campus portal that those other businesses can't do, at least not initially, because we have a body of knowledge about our constituencies that we can apply and hopefully derive some inferences about the stuff that is the most useful to them and put that stuff in their face, Howard. I think that's what you referred to as customization in your sort of taxonomy of portals. And you know, I think the stuff Michael was talking about, where there are different-where there are very different needs sometimes for those different audiences, we're referring to that as different views of the same portal or different sets of customized defaults. If people start with-what we've been trying to do so far is offer people the ability to personalize their portal and even if, you know, as long as they have access to a body of information, they're authorized for it, they can put that on their portal. You know, we don't say "Just because you're a student doesn't mean you can't use the alumni resources."

HS: Okay, we have heard a great deal about portals here and it seems to be a very hot topic at this conference, but I wonder why. I mean, who's clamoring for these campus portals? Is it the faculty, the staff, the students, or is it the IT folks who are clamoring for it because it's a neat thing to do? Michael?

MH: I think it's-I think people are just excited about it because it's sort of a new thing.

HS: But which people? Is it-I mean, I'm just a little concerned that it's maybe the IT folks that are excited about it.

MH: Well, I think it is the IT folks, but I think generally across universities, people are consistently looking for ways in which they can deliver services and information better. I mean, that's the core business of the university and if a portal or, you know, the technologies of the web and this sort of conce

PT: of a portal has sort of emerged, which is really integration of data and of typical data that's been unrelated before. And so I think that ability is a new thing that we haven't seen before and I think that's generating a lot of excitement from the technology staff, using new technologies, but also from the functionality and other sorts of usefulness there.

PT: Yeah, I view it as all those constituents that you mentioned are interested in the technology. They just don't know it exists yet and one of our roles as IT managers is to bring IT to the user as a tool. And campus portals are a tool for meeting some of their needs.

HS: Right, so we would do some marketing for this thing? I mean, this is something that, we think it's neat and we think it'll really benefit them, and so we've got to do some marketing for this thing.

PT: We kno we have to redefine these within our university. We want to create relationships with our alumni. We want to create relationships with our prospective students. We want to be able to target information to different constituent groups. And how do you do that? And so our users look to IT to see if there are any technology-based tools out there that help them meet their needs. And a portal is one of the ways that we can help them meet many different needs.

HS: One point that you actually sort of alluded to, and I guess I left it out of my question, was that you mentioned many other constituencies than I did. You mentioned alumni, prospective students and things like that, and I guess I really should have included them too because they're perhaps people who are pushing for this thing.

OS: Yeah, and I want to agree very strongly. I mean, you know, we've been sort of going around showing our varied mock-up of myUW to the various constituencies for about a year and a half now. And the response has been just phenomenal from all the constituencies we've showed it to. People have just leapt on it and said, "This is exactly what we need!" You know, the alumni association, the provost's office, the student affairs people. I mean, you can just run down the whole list and people are just wildly enthusiastic.

HS: When they say, "Just what we need!" what do they hope to get out of it? What do they see as the benefits out of the thing for them, the various groups?

OS: Well, I think what they're really looking for are ways to manage their communication with their various constituencies in better ways than they've had before. They know that people are, you know, really-especially, you know, constituencies of universities are really a prime target of, sort of a prime example of a group of people that are really living online now, and they know that they want to get away from paper-based stuff. They want to have information delivery that can be dynamic, that can be tailored to various interest groups, and this provides them the means for doing that.

HS: And Pennie, it seems like there ought to be advantages to the university itself for doing this kind of thing. What kind of advantages do you see to the university of putting portals in?

PT: Oh, prospective students. I mean, if you can make a student feel-a prospective student, make them feel as though they're part of your community before they ever sort of show up and give you their tuition deposit, that can be tremendously beneficial in terms of the recruitment. And in addition, on the other end of the spectrum you have your alumni and sort of creating and building relationships and facilitating communication amongst those disparate groups, I mean, it gives us an opportunity to sort of really target the information that we want to get out to them and communicate with them and maintain relationships rather than just sort of saying goodbye to them after four years.

MH: I would add to that, I was involved in the development of a prospective student setup for the University of North Carolina and they actually did a bunch of usability testing on students where we had them go in and complete certain tasks from the portal and then, you know, kind of go into other, you know, with their feedback and how that compared with other different schools. And it was amazing because the student feedback was, you know, "Wow! I didn't realize this university was this sophisticated." So they were essentially interacting with this online portal and making all sorts of other value judgments about the teaching, learning and other quality of the institution based on this online experience of the portal.

HS: Okay, in the very beginning, Michael, you started talking about architecture, technology and the business side of the thing. If we're going to build a portal, what are-I mean, at a very high level-are the issues technology, business rules, what-at that level, what are the issues that we have to worry about?

MH: Well, I think the first issue is that there needs to be sort of a compelling vision and objective for the portal. What is the audience, what sorts of functionality and features are you going to sort of deliver and drive to this online-essentially, your portal is your online service paradigm, it's your online service delivery mechanism. Just as a person in a, you know, counter, delivering service over a counter, the portal is, you know, the next generation sort of version of a service counter. And so I think that's the first thing is to have that sort of strong vision.

And I think on the technology side, there needs to be, you know, this infrastructure and other things in place to be able to deliver because I don't think, you know, content in terms of static content is really defined for portals. You need to define the portals interactive content and personalized contact, which means you need to have access to all these different, disparate databases that probably haven't been talking to each other before. So that really involves, first of all, you know, sort of setting up what I would call from a high level these sort of portal tools which I think a lot of people are really focused on right now, and these are the things to manage different sorts of channels that you might deliver to the portal, things to manage customization, authentication-

HS: Could you give us-when you say "portal tool"-

MH: The JA-SIG portal consortium that's going on.

HS: Right, I mean, by portal tool, do you mean the stuff that PeopleSoft delivers, or is that a different kind of thing?

MH: Well, I would imagine that is also a portal tool, but essentially the thing that sort of manages the user interface is what I would call it, you know, a set of technologies that really manages the user interface. So Pipeline would fall into that category or PeopleSoft or Epicentric which is sort of more of a tool that has less sort of packaged delivery things. It essentially is the thing that allows you to build and customize the user interface on the front end, manage special management, etc.

HS: That sounds like the kind of thing that he new Portal Java and Administration special interest group is calling a framework. Is that-

MH: I think that's fair.

HS: Is that what you think Michael's talking about, Oren? Because I think you're involved with that a little.

OS: Yeah. Yeah, we are involved a little and I think that is what Michael's talking about. You know, I think the other side of it is-I mean, that's one level of the tools you need, and down below that, especially if you're trying to appeal to multiple constituencies who shift relationships over time, there's a tremendous amount of infrastructure that has to be in place to handle a portal.

HS: Right.

OS: And we're talking about multiple databases. You have to know that, you know, a person is the same person as they move from being a prospective student to a student to an alum. And I don't know about your campuses, but traditionally at my campus, we haven't known that and so we're doing a lot of work to try and put that stuff together. You have to have a single authentication mechanism behind it also that can use the same ID forever and ever, and you have to manage that somehow. And there's a lot of stuff you need to grab and merge.

MH: There's also sort of this idea, it's almost like a middleware environment because you're going to be wanting to be able to grab data from multiple database systems and you need to have some technology that sort of pulls some of that stuff together, at least a common--you know, because you're going to grab data that might be processed from one system and sort of combine it with another. You need that and then also, on all the back end legacy systems, you need to understand what the strategy is for actually accessing this data. So going to the different vendors, understanding all of the ATI's, etc.

HS: So it looks like what you're saying, Michael and Oren, too, that this is going to cut across all kinds of divisions, lines, whatever. This is going to grab data from all over the university and things, so Pennie, since you weren't in this particular part of the discussion, who's going to build this thing?

PT: The reason why I wasn't in it is because we're really in a fortunate position at WPI to have all of our alumni and all of our administrators and all of our students and all of our prospective students in the same database. And so we start from a really good position.

HS: And they all work together?

PT: Yes.

HS: But, right, so there's only one group of people, the people who develop web pages are the same people who-

PT: But we were talking about the databases.

HS: Oh, okay.

PT: And back to what Oren said in terms of having multiple systems on campus, and so from the standpoint of having all these different databases work together, we have that. What we've done is we've brought in different groups to get the initial implementation going and our approach in terms of rolling out these services to other constituents is to bring on constituent groups one at a time and sort of build the portal interface for them. So right now, we're looking at the teaching and learning environment, meaning we're working with students, we're working with faculty and we're sort of trying to work with them to customize and personalize that interface for them. The same interface we're going to roll out to potentially, I think, our alumni next and work with the Alumni Development Office to determine what their needs are for their constituents.

HS: But there's one group doing this portal thing, and that is-

PT: It's a cross-functional group.

HS: In a number of universities, there's a Web Development group, there's the academic side of the IT house and there's the financial side of that, and all of those seem to be candidates for building this thing.

PT: The IT-

HS: Michael, you've been involved in a lot of universities. Who do you put in charge of this thing?

MH: Whoever is politically the most powerful!

OS: A Machiavellian answer!

MH: I guess, seriously, though, I think it is a very, very difficult piece. I think that was has sort of happened by default is that the IT people have sort of assumed leadership in most of these areas and the reason they've assumed, you know, leadership in these areas is that they're really the, you know, sort of unique organization that is the intersection of all these different business functions because, you know, they have relationships for the most part with the finance people, the student people, the academic people because, you know, they are sort of the keepers of the system. So because of that, I think they are sort of uniquely qualified to pull together those different areas. HS They usually don't have the political support, but they've got the relationships. OS I was going to say that, you know, I think in many ways that is true in a lot of places as a natural outgrowth of the fact that over the last ten or 15 years, many of us have combined what used to be separate IT organizations into one and now we do have those relationships. And so we're fortunate that we did that early on. HS But even when you have one IT organization, just to push the point once more here, is that an IT organization is often made up of several groups, an academic side and a financial side. Now, when you said we'll have the IT group do it, did you mean the financial folks, the folks that have their hands in the databases, or do you mean those folks who have just put up BlackBoard and have the student stuff in their hands? Or did you mean the web development folks? They're all IT folks.

MH: Well, I think it's-I think that question is, you know, you need to understand the context of the university to determine where that should be. I know in my experience at the University of Minnesota, we are sort of fortunate that I was on the administrative side and we are able to deliver web registration and some other functions up very early. And what that caused was that we were able to create this portal brand called One Stop and we had this ticket logo and some other things going on. And so we were able to get that live and very quickly, more people were going to our homepage than they were to the university's homepage. And so what happened is that we were able to create a huge amount of momentum and then everybody else wanted to go through our portal because they knew they were-it was too late in the game to start up one that was competing.

Now, I think unfortunately at many universities, you know, the academic side and the administrative side might be at the same level and so there isn't really any competition, which I think really leads to one of the fundamental problems that's going on in universities in terms of the portal development. And that is, primarily this has all been a grass-roots level. You know, there's no president out there that I've seen today or VP of Academic affairs that says, "We're going to have an integrated portal strategy and the university's all going to get behind this thing. So what's happening is that these different initiatives are coming up from the grass-roots level so you have the colleges doing their own portals and you have the academic side doing their portals and students keep doing their portals and what they immediately see is that the true value of the portal is to co-opt more services into their portal. So they immediately sort of come out and then try to co-opt all of these other people and kind of like steal their services and all this other stuff and create this incredible amount of tension that's building up in universities all over the country.

And that's why this is such a big deal, that these things-and I think what's going to happen now is that senior vice presidents and presidents and other people that are in, I think, higher levels of positions of power at institutions are just going to look around and sort of see what's going on and for the first time, they're going to have to address these problems besides saying, "Just decentralize it," which, you know, you can't decentralize your portal strategy. And that's the tendency of every university is to decentralize everything. So I think that's what's going to happen and then I think over the next two years, we're going to see a little bit more leadership coming into play, because otherwise you would-I mean, the university's just going to self-destruct over this issue because there's going to be no resolution.

HS: Let me-

OS: I just wanted to say that on our campus we do have buy-ins from the very top level of management and when we've shown it to them, they've grasped the implications right away and are very excited about it. Not that that makes any of these conversations with other disparate groups on campus any easier-

HS: Right.

PT: The same here. I mean, we have cross-functional groups in place now, like our implementation strategy forum and it'll get to a point where someone might want to say, "Well, okay, now who's going to control it and maintain it beyond here?"

MH: But I think that's the point where this makes it so difficult because universities are not used to working in cross-departmental teams.

PT: Correct.

MH: They're not used to managing projects in a matrix environment and working, you know, together there. So you know, this brings in all sorts of the things that I think are going to make this transition. But I think on the positive side, it's very interesting because I think in some cases, this whole philosophy is going to change the universities forever, because I think the fact that these departments are sort of working together for the first time on the Web initiative is probably going to open the door for some other things. But that's off-topic, but it's interesting.

TC: This is Terry. I agree with Michael entirely. It's off-topic but it's a big issue, the changes that portals are going to demand.

I wanted to remind our listeners out in Virtual Land that they can send us questions at expert@cren.net and those of us in the audience can pass up their written questions to me. We have a question from Laurentian University, Professor Richard Denison. He wants us to talk more about portals and teaching and learning.

HS: Michael?

MH: Well, I'm on administrative, so I'm the wrong person to ask.

HS: Okay, Pennie.

PT: Yeah, I'm actually on the teaching and learning side. I guess I am the right person. At least that's where we start.

HS: That's why we have three people here! So we can have the right person.

PT: Our approach in terms of looking at portals was to figure out what teaching and learning environment best met our needs and then jump from there. And through that process, we involved our faculty and received their buy-in on purchasing a product that-we were fortunate enough to also have had a portal strategy behind us and so the teaching and learning environment really drove our decision for portal selection. There were different-what other universities have done. Our administrative systems were actually much more further developed than our academic systems were with regards to web interfaces. We had implemented a lot of the enterprise products for business a couple years ago so the register online, drop online, pay online was an area that's been in existence in our university for a long time. But teaching and learning online had not, and getting those constituents to work comfortably in that environment was our primary goal.

HS: So tell us what you did.

PT: Well, last year, we surveyed course management systems, we didn't survey portal systems. And did some research on what was available, brought some vendors in, and when all was said and done, we selected BlackBoard's Course Info product back then. And fortunate enough that they had a strategy for an outcome based on your portal technology.

HS: But when you got it, it didn't, right?

PT: No. No, it didn't. We brought the teaching and learning environment first, the enterprise product was in existence but we were bringing on the teaching and learning environment first and then we migrated to the portal once we were comfortable in that environment.

HS: And Oren? What-was the same sort of thing happening at UW?

OS: Well, we started our teaching and learning, sort of web-based teaching and learning stuff about four and a half years ago and at that time, none of the packaged systems really met our full range of needs as a large research university. So we started building our own set of tools called the Catalyst tools, which are now fairly well developed and what we're working on now is actually trying to integrate those tools into our portal framework and that's sort of the next design we're working on is how faculty, teaching faculty will get to those tools and manage their own student portal. And so we're not there yet, but soon.

HS: Is the system that you have, Pennie, up and running now?

PT: Yes.

HS: I mean, you have a portal?

PT: We're BlackBoard 5, level three implementation so there's-

HS: And the portal is up and running?

PT: Correct.

HS: And it is being used just for the students, or is it being used for everybody? I mean, does it have hooks into your back end administrative stuff?

PT: Right now, we're passing our students, we're passing our faculty, we're passing our admin. We're not passing alumni and we're not passing prospective students yet.

HS: But you're planning to do that?

PT: Yes.

HS: Was that hard to do? Was it hard to hook the stuff into your other systems? I mean, I can believe it was easy to do the student stuff, because it was built for that.

PT: No, actually, I've asked and we're working real close with our administrative computing group because this thing's got to go across functional lines or you're not going to be successful and the response is, you know, it took about 40 hours worth of manpower to get it done.

HS: And people are actually using it.

PT: Yes.

HS: So I'll ask anyway. Is there some-do we have a URL so folks who are listening could look at it, if they were to take a peek at it?

PT: Yes, if they go to http://my.wpi.edu and you can get in through the guest login.

HS: Okay, is that on our website, Terry? That's great.

TC: Yes.

HS: So if you go out to the CREN website you'll be able to go off and check Pennie's claims here.

PT: Yes, and it-

HS: See how good this works!

PT: Right, well, and faculty, some faculty have turned off guest services and other faculty let you in, so you have to sort of tool around the site to figure out who's letting you in and who's not.

HS: Okay, we have a question from the audience but the person did not give me their name. But since we have a live audience here, I can ask.

HS: Okay, Don Spicer from where, Don?

DS: University of Maryland.

HS: Okay, Don Spicer from Maryland asked the question that probably Oren is going to at least take a poke at, I think. The question is, what is the importance of the Java SIG Initiative? That's the initiative to build a thing they're calling New Portal which is some kind of framework. The Java SIG Initiative for the development of portals at non-participating institutions. So I think, Don, what you're saying is those folks that are not members of JASIG. Oren?

OS: Howard, you're probably better qualified to answer.

HS: Well, we're going to argue about who's better qualified. I think it's you!

OS: You know, we're currently watching the Java SIG stuff very carefully, although we're not using it yet. And you know, I think the potential importance of having an open framework that anybody can grab and has open source code and written across platform languages is really tremendous for the people who are members or people who aren't. I mean, I think that those available-you don't have to be a member to grab the code. You have to be a member if you want to participate in the development.

HS: Yeah, one thing, I actually stopped by the IBS booth that's here and one of the things I saw-and in fact, one of the things they told me that I was a little surprised to hear was they said the code was free to JASIG members. I thought the code was going to be free to everyone, so I was surprised to see and hear that.

OS: Memberships are free.

HS: No, but-oh, membership in JASIG is free?

OS: Yes.

HS: Oh, okay.

OS: Yeah, I would just say that being a member doesn't mean anything. I mean, I think you just fill out a little Web form and it takes two seconds and you're a member. I mean, so I think the issue of being a member or non-member doesn't mean anything.

But I think the importance of it is that there's, you know, I think a number of people in the higher ed community that are really focused in on this vision of shareable development and that in this area, that the universities are going to be better off if they work together to share some of this code. And you know, they've had some meetings here at EDUCAUSE this week and there was actually some kind of exciting stuff last night. They were actually meeting with a member of the higher education community-oh, sorry, the Department of Education that's involved in putting a lot of the financial aid services from the federal databases open and online. And they actually really got it. They are going to, like, develop this little API tools that you can pull down at the university and integrate into your portal. So they're talking about developing some portal channels that would be able to display faster information and other things, not from a Department of Ed website, but actually delivered through your local portal.

We're trying to work with the different portal communities to set up standards for content and other sorts of things which then can be delivered through the portals in the higher ed community. So I think it's a very exciting thing. I think the big challenge for the job is going to be able to maintain the interests of the universities participating in it and insure that the universities involved are still continuing to commit, you know, staff members and resources into the ongoing development and maintenance of the software. But I think it's a very, very worthwhile vision.

TC: Okay, I have another question here. This is from Larry [inaudible], Learning and [inaudible] Group in [inaudible] Minnesota. He'd like to hear the experts talk more about what they see as the contrast between academic university portals and corporate university portals, if there are any.

HS: Michael? Or Oren? Or whoever?

PT: I don't think there are a lot of differences. I mean, I think corporations and universities both have disparate groups that they want to bring together in some fashion and push targeted information to in some way. And so if you can take a generic view of a portal for being able to bring together people, information and processes, well, then both corporations and higher ed have those needs. MH Yeah, but if the question is what's the difference between portals at the university and of the university vs., you know, there's a whole school of commercial companies out there now that are coming to us and saying, "We want to be your portal. Just give us your data and we'll be your portal." And it's striking, though, that the heart of the difference is, we know a lot about our people.

PT: But we want to know more.

MH: And we want to know more, and we have a certain tradition to maintain about what we do with that data, what we know about people, you know, and there are going to be a lot of hard decisions that we're all going to have to make. I mean, does that mean you don't shove any advertising to people? Or are we only going to shove, you know, tasteful advertising to people for some definition of tasteful? You know, but we've looked at these things and the fact that we can actually tailor the stuff, we tailor the content of the information to what we know about the people is critical to make the portal a success. And the commercial companies either can't do that or they can only do it if we give them our data, and I think we all have to be-I'm not saying we don't want to ever give our data and share our data with people who can do things for us, but I think we all have to be very, very careful about the conditions with which we're willing to part with our data.

HS: Yeah.

PT: I'm not sure I understood the question, then, because I was asked what the difference between a corporate portal and a university portal, not necessarily whether or not you let a commercial product come into your university.

MH: Yeah, well, I think it was a corporate university portal.

OS: Yeah.

HS: Yeah, he used the phrase "corporate university," but I think we've come back to the question that when anybody uses the word "portal," it's a little ambiguous about exactly what people mean, and it can mean a lot of things.

MH: And so you mean by a corporate university, you're referring to a university providing degree programs at the corporation or a corporation has set up a portal to deal with corporate training for their company?

PT: Well, we're talking about commercialization of the university portal.

MH: I don't know, I'm not a big fan of it.

HS: Well, that's kind of, "This is how I feel." Why aren't you a big fan of it?

MH: Why, because-

HS: What's bad about it?

MH: There's sound principles and reasoning behind that feeling.

HS: That's what we'd like to get, sound principles and reasoning, Michael.

MH: Well, I just think from a university standpoint, the value and the brand of the university is something that's being sold over the portal and typically, when you're selling a brand, you don't confuse it by mixing other brands with it. I mean, when Pepsi is selling their advertising, they don't have a Frito-Lay, Dorito chip on the ad with Pepsi. I mean, it's a very pure brand sort of sales [inaudible]. And I think at the university, it's the same thing. You've got a university brand that's being sold through the portal and I think it does really cheapen the brand to add commercial advertising and other things. Now, I think around sports, that's okay, which is sort of the periphery. And, you know, on the side of the university buses, fine, because that's periphery. But if you're talking about the core business of the university, which is education, student services, those two sorts of things, I think that those are the things that you do not want to sort of advertise on your site.

HS: Do you agree, Pennie?

PT: I agree. We don't use the advertising, and again, our strategy has been to come from the teaching and learning environment. To introduce commercialization into that environment is almost sacrilegious.

HS: Doesn't BlackBoard say to you that it'd be cheaper if you did?

PT: Yeah, it does, and you're right. And I think that-

HS: And you just have all the money you need, right?

PT: Well, no, but, you know, there's already enough happening on the web to sort of distract students from being able to learn and we don't want to add to that distraction. I think, though, I think having the possibility or the availability of commercial-adding commercials to that website is a good thing, though, as long as you can turn it off because there are some universities who will never be able to sort of move ahead with this strategy if that particular feature isn't there. And so I'm in favor of it, but as long as it's optional.

HS: I want to propose this question and I think it's an instructive one. If we know, for instance, that a student has a permanent address that's in Los Angeles and come November, one of the airline companies comes to us and says, "We'd like to make know to your students that we've got specials going for the holidays to Los Angeles," is this overt commercialization? Is it beyond the pale to inform that student of that opportunity, or is that really a useful service? And I don't think we know the answer to that yet.

MH: But I think the way to handle that is to have a section in your portal that deals with, you know, student life or travel services or something else and then you link into, you know, the greatest airfares of the week. But it's not, you know, an advertisement that's posted on your registration page. It's a targeted task that you think a lot of students are going to do and you put it someplace in a logical navigational tree where they know how to find it.

HS: So it's not commercialization per se, it's the [inaudible] rampant commercialization we worry about. MH Exactly.

PT: And then again, that sort of commercialization goes back to this sort of, you know, an audience of many or an audience of one, and with adding commercials to your website, you're sort of backing away from what some of the advantage of a portal is.

HS: Who should make the decision? Not the IT people, certainly. Who should make the decision about whether you're going to do this or not?

PT: About the advertising?

HS: Yeah.

MH: A committee.

HS: A committee. A typical university solution to a problem.

MH: I think it's the only way it'll work.

HS: We'll get enough people together.

PT: But Michael, but there is some truth to what Michael said. You need to have some of these cross-functional groups working together on this and the committee's got to come to some consensus about that.

HS: Yeah.

MH: But I'd hope there'd be just more than-

HS: Okay, we have a question from the audience from Carl Berger at-is it Berger? Carl Berger? Yeah, okay. Yeah, his question we could talk about for the rest of the night, but if we could handle this briefly, we're actually running out of time here and so we're going to-Terry says, let's keep going until we run out of tape here, which we could easily do. Okay. Carl says, "How do you determine who in a university gets to put information on the portal?" He wants us to consider things like legal issues and ethical issues and things like that. Is there anything new or special that we have to do to do that?

PT: We have certain groups at the university who own, I guess we want to think of it that way, certain pieces of information within our databases and we'll probably go back to the keepers of those information if we start to address differences in policy.

HS: But what if somebody says, "Gee, what I could do is I'd like to put this little stock ticker thing." I think that's the thing that Carl-Carl is nodding over here. Something we could not see when somebody sends in an e-mail question. Okay, but where somebody says, "I want the weather or, you know, I want something about--you know, I'd like Time magazine. Hey, they have a really nice site and I'd like it as a channel out here, or I'd like some news service" or something like that.

PT: In terms of mandating what shows up there or-

HS: No, saying, is it okay or will the university provide it? I mean, if you-for example, the New York Times will let you have a channel. I mean, they'll let you hook into the New York Times news service as a channel. The university could do that and then provide that as a channel to folks in the portal. Who's going to decide-

PT: I think the user-

HS: --if that's okay, or which ones-

PT: I think the user should decide.

HS: So you-you'll make the user do it themselves?

PT: We-well, within the BlackBoard environment, there are certain modules that we sort of mandate for each different constituent, and then beyond that, they can customize what that look is. And so they could pick a weather module and put it there, or if they don't want weather, they leave it-

MH: I would answer this, I think there's two components. If the content is free, most portals have a place where you could have customized bookmarks, where you could actually enter an URL and then it shows up. And so I think from that standpoint, the user could decide. I think on some of the other ones that are paid, it is a very tricky issue and I think once again, one of the challenges for all universities is that there is no one that is in charge of this portal. There's no one in charge of enterprise service to everybody, and so what happens is, there's no decisionmaking ability to even make that decision, you know, process. I think one of the things that needs to happen, not only on the development side, but also for an ongoing process is to set up a representative committee that meets to discuss these issues. I think in addition, the best place to go for this is to develop some process where you do focus groups and usability tests where you actually run people through some of those different areas, so I think that would help as well.

HS: But doesn't it change things a little when we have a bunch of channels? This is not-I mean, this is not a homepage anymore.

PT: No.

OS: No, it's not a homepage, but what I'm saying is that we have structures within the university that to some extent provide for making those decisions, so it's a question of navigating through those structures and seeing if any of them are applicable and then, if not, as Michael suggests, we need some new structures to handle those decisions.,

PT: But I don't think the process is all that much different from when universities were trying to figure out what should go on the homepage of the university when they were starting to develop web pages and who should make those decisions.

MH: Well, Pennie, except I think those initial groups were very-not the right representatives. I mean, like, I looked at the one that I participated in. The makeup was so bizarre, I don't know who picked these people. But I think that-

HS: With a committee, I think, Michael.

MH: Exactly! But I think that you need to have involvement of the most senior level people in the university making these decisions. These, I think, decisions in the first web committees were viewed as being unimportant and so typically, I saw, you know, lower level people on those groups and I think now you need some of that senior leadership involved.

HS: Okay, we're-

OS: You know, we would say, "Well, are you a registered student organization? And if you are, we'll let you post your channel, and if you're not, you know, go see the people in Student Affairs and they'll tell you what you do to get registered and then you can do it."

HS: Okay, we're actually past the end of what should be the webcast but we're still recording this stuff and it will still be archived and we're going to try to fit one more question onto the archive, which I know we can do. So for our final question-this is like Final Jeopardy, I guess, here-if you're a university and you really either have just started to look at portals or you haven't looked at them at all-which is hard to believe, that you haven't heard all this good stuff here, how do you get started? Where do you go? What's the first couple steps you take to get involved in this in a way that's reasonable? Michael?

MH: I would suggest first sort of determining an individual, very high up, to sort of sponsor the web project.

HS: Is that the president?

MH: The president would be the perfect candidate. And especially, you know-assuming the president's powerful.

HS: There'll be another discussion.

MH: At another session, right. So it'd have some high level sponsorship. Put together some sort of planning team, and I would either first do a sort of a design session where you pull together a navigation, do the discipline of putting together site maps and the other tools surrounding web and portal development, and then go out and look at a technology infrastructure to build upon. Do that as a separate process and then once you're done with that planning phase, then start to build. I think that's one of the challenges is that you need to go through that discipline in that order.

HS: You didn't mention anything about going out and buying a PeopleSoft portal or buying a-

MH: Well, I think that comes part of the analysis. I mean, how do you know what you're going to buy if you don't know what your needs are, if you don't know what your end objective and your end vision is? So, you know, I think you need to have a sense of that and then go out and look. Does PeopleSoft meet it, does BlackBoard meet it, do you need to build your own? You know, what are your financial resources, what is the financial commitment? And then once you understand all those things, you'll have the information to make a decision.

PT: I agree with Michael in terms of identifying a champion at the university. I don't necessarily know if it has to be the president, per se, but someone at-someone senior enough that can sort of, you know, drive the project and get people to work together cross-functional [inaudible] needs today. The strategy I would suggest that varies a little bit from Michael's is that I would look at what you can currently do over the web and find out where you may have some gaps and start there with a portal implementation in mind. And if, for example, you already have nice, strong administrative services available through some single point of entry, then don't necessarily go to portal technologies and focus there. Go the opposite end, maybe to the teaching and learning environment, and get something that works there that can tie back into that [inaudible] developed strategy.

OS: Okay, so I would suggest yet a third approach, which is interesting in itself, I guess. You know, I think what can help jump-start the process is some form of rapid prototyping and if you can get a group of like-minded people from across a number of functions together, they don't have to be, you know, the highest level of people, but they have to be, you know, people with the sort of big picture ability. And you can get them, you know, using whatever technology is easiest for you, start putting up some sort of prototype. It can be just a static mockup or it can be something that has a limited amount of interactivity and personalization. And start just tossing ideas around and then take those ideas out and start showing them to people. And I think you'll generate enough interest and excitement that you'll then be able to have the conversation that will lead to the deeper levels of the project that Michael and Pennie talked about.

HS: I think it's wonderful that none of you mentioned things like Java Servlets or any of the nitty-gritty of the technology which I think IT folks are all too ready to start doing before they address the issues that all three of you addressed first. I think that was-those were great answers, great non-technology, nitty-gritty answers, and I think really the right place to start, even though we had three different answers.

TC: Well, I'm considered a really tough dad, but I don't know how Judith sets down this conversation week after week. But it's time for our closing notes. Be sure to set aside Thursdays at 4:00 PM Eastern Time for the series of Tech Talks. Listening to us is always a great excuse for not having to attend another meeting at that time! Our next session, only one week from today-next Thursday-features a well-know expert, Alex Hills-he's been on Tech Talk before-from Carnegie Mellon University, on wireless technology and campus implementations. If you want to set up a wireless LAN on campus, he'll discuss the realities that you'll want to know about. This one really will be at 4:00 PM Eastern Time next Thursday.

Many thanks to our three guest experts today, Oren Sreebny of the University of Washington, Michael Handberg from PriceWaterhouse Coopers, and Pennie Turgeon of Worcester Polytechnic Institute, plus this great crowd here in the audience. And thanks again to our sponsor, BlackBoard, Inc. Many thanks, too, to all the institutions who support these Tech Talks through their memberships in CREN, the Corporation for Research in Educational Networking. A special thanks to our technology anchor, Howard Strauss; to Jason Russell, Gayle Terkeurst and the rest of the support team at Merit Network; to Susie Berneis, audio file transcriber.

Also we had extra assistance this week dealing with the logistics from the EDUCAUSE staff and Davis Audio-Visual. My personal thanks go out to Randy Richter and others. And finally, a thanks to all of you for being here, physically and virtually. You were here Because It's Time. Bye!

MH: Bye.

HS: Thank you, Michael. Thank you, Pennie. Thank you, Oren.

END OF WEBCAST