IMS Logo IMS Learner Information Packaging Information Model Specification

Final Specification
Version 1.0

Copyright © 2001 IMS Global Learning Consortium, Inc. All Rights Reserved.

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Document Name:
IMS Learner Information Packaging Information Model Specification v1.0
Revision: 9 March 2001

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Table of Contents


ABOUT THIS DOCUMENT
LIST OF CONTRIBUTORS
REVISION HISTORY
1. INTRODUCTION
1.1 IMS LEARNER INFORMATION SPECIFICATIONS OVERVIEW
1.1.1 Requirements
1.1.2 Learner Information Data and Meta-data
1.1.3 Learner Data Structure
1.1.4 Learner Information Meta-data
1.2 SCOPE & CONTEXT
1.3 STRUCTURE OF THIS DOCUMENT
1.4 LIST OF ABBREVIATIONS
1.5 REFERENCED DOCUMENTS
2. LEARNER INFORMATION SYSTEMS
2.1 A SYSTEM
2.2 LEARNER INFORMATION
2.3 CATEGORIES OF LEARNER INFORMATION
3. USE-CASES
3.1 INDIVIDUAL PERSPECTIVE
3.2 VENDOR PERSPECTIVE
3.2.1 Perspective of a Vendor of a Human Resource Management System (HRMS)
3.2.2 Perspective of a Vendor of a Student Administration System
3.3 UK HIGHER EDUCATION (INTER-ORGANISATIONAL)
3.3.1 Stakeholders and Potential Benefits
3.3.2 A Life-cycle Scenario
3.4 CAREER MANAGEMENT
3.4.1 Portfolio Data
3.4.2 Actors
3.5 TRAINING GROUP MANAGEMENT
4. BASIC INFORMATION MODEL
4.1 LEARNER INFORMATION PACKAGE
4.2 LEARNER INFORMATION EXCHANGE
4.3 LEARNER INFORMATION QUERY
5. PACKAGING LEARNER INFORMATION
5.1 CORE DATA STRUCTURES
5.2 DISTRIBUTED SYSTEMS
5.3 SCALABILITY
5.4 PRIVACY & DATA PROTECTION
5.4.1 Privacy and Data Protection Meta-structure
5.4.2 Learner Security Keys
6. CONCEPTUAL DESCRIPTION OF THE DATA OBJECTS
6.1 UNDERLYING STRUCTURE OF THE LEARNER INFORMATION
6.2 EXTENSIONS & EXTENSIBILITY
6.3 LEARNER INFORMATION PACKAGING TABULAR DESCRIPTION
6.3.1 Learner Information Packaging Data Objects
6.3.2 'identification' Data Structure
6.3.3 'accessibility' Data Structure
6.3.4 'goal' Data Structure
6.3.5 'qcl' Data Structure
6.3.6 'activity' Data Structure
6.3.7 'competency' Data Structure
6.3.8 'interest' Data Structure
6.3.9 'affiliation' Data Structure
6.3.10 'transcript' Data Structure
6.3.11 'securitykey' Data Structure
6.3.12 'relationship' Data Structure
6.3.13 Common Data Objects
6.3.14 'extension' Definitions
7. IMS SUPPORTED LIP VOCABULARIES & TAXONOMIES
8. META-DATA DESCRIPTIONS
8.1 IMS META-DATA INCLUSION
9. CONFORMANCE
9.1 VALID DATA ISSUES
9.2 CONFORMANCE STATEMENT
9.2.1 Learnerinformation Conformance Statement Table
9.2.2 Accessibility Conformance Statement Table
9.2.3 Activity Conformance Statement Table
9.2.4 Affiliation Conformance Statement Table
9.2.5 Competency Conformance Statement Table
9.2.6 Goal Conformance Statement Table
9.2.7 Identification Conformance Statement Table
9.2.8 Interest Conformance Statement Table
9.2.9 Qcl Conformance Statement Table
9.2.10 Relationship Conformance Statement Table
9.2.11 Securitykey Conformance Statement Table
9.2.12 Transcript Conformance Statement Table
APPENDIX A - OBJECT MODEL REPRESENTATION

List of Figures

Figure 1.1 The IMS Learner Information Packaging (LIP) core data structures.
Figure 2.1 Learner information system component representation.
Figure 4.1 The principle LIP data structure.
Figure 5.1 The schematic representation for learner profile information.
Figure 5.2 Distributed learner information referencing.
Figure 6.1 The primary elements of the LIP data structures.
Figure A1 Object oriented representation of the LIP specification.

List of Tables

Table 2.1 Learner information general categories.
Table 6.1 Learner information package data objects detailed description.
Table 6.2 'identification' learner information data structure detailed description.
Table 6.3 'accessibility' learner information data structure detailed description.
Table 6.4 'goal' learner information data structure detailed description.
Table 6.5 'qcl' learner information data structure detailed description.
Table 6.6 'activity' learner information data structure detailed description.
Table 6.7 'competency' learner information data structure detailed description.
Table 6.8 'interest' learner information data structure detailed description.
Table 6.9 'affiliation' learner information data structure detailed description.
Table 6.10 'transcript' learner information data structure detailed description.
Table 6.11 'securitykey' learner information data structure detailed description.
Table 6.12 'relationship' learner information data structure detailed description.
Table 6.13 Common data objects detailed description.
Table 6.14 List of extensions.
Table 7 'typename' list of vocabularies.
Table 9.1 Learnerinformation conformance statement table.
Table 9.2 Accessibility conformance statement table.
Table 9.3 Activity conformance statement table.
Table 9.4 Affiliation conformance statement table.
Table 9.5 Competency conformance statement table.
Table 9.6 Goal conformance statement table.
Table 9.7 Identification conformance statement table.
Table 9.8 Interest conformance statement table.
Table 9.9 Qcl conformance statement table.
Table 9.10 Relationship conformance statement table.
Table 9.11 Securitykey conformance statement table.
Table 9.12 Transcript conformance statement table.

1.     Introduction

1.1     IMS Learner Information Specifications Overview

IMS Learner Information Package is based on a data model that describes those characteristics of a learner needed for the general purposes of:

The specification supports the exchange of learner information among learning management systems, human resource systems, student information systems, enterprise e-learning systems, knowledge management systems, resume repositories, and other systems used in the learning process. In this document such systems will be called learner information systems regardless of any other functionality they possess or roles they fulfil.  The IMS Learner Information Package specification does not address requests for learner information or the exchange transaction mechanism.

1.1.1       Requirements

IMS Learner Information specifications are designed to meet the following requirements:

Privacy and Data Protection

The IMS project recognizes the need to:

IMS Learner Information Package enables the inclusion of mechanisms for maintaining privacy and protecting the integrity of data with all data that comprises learner information.  The specification cannot, however, specify the form, format, or type of these mechanisms or policies for their use. These must be determined by specific implementations in accordance with their requirements.

1.1.2       Learner Information Data and Meta-data

IMS Learner Information Package is a structured information model. An XML binding is included but is not meant to exclude other bindings.  The information model contains both data and meta-data about that data. The model defines fields into which the data can be placed and the type of data that may be put into these fields. Typical data might be the name of a learner, a course or training completed, a learning objective, a preference for a particular type of technology, and so on. Meta-data about each field can include:

This meta-data is available for each and every field in the information model, either directly or via inheritance.

1.1.3       Learner Data Structure

The learner information model can be viewed in three different ways:

All three ways are explained in the specification.  The Learner information is separated into eleven main categories (as shown in Figure 1.1).  These structures have been identified as the primary data structures that are required to support learner information.  This composite approach means that only the required information needs to be packaged and stored.

The IMS Learner Information Package core data structures.

Figure 1.1  The IMS Learner Information Package (LIP) core data structures.

These categories were chosen to meet the requirements of a large variety of use cases and to facilitate mapping among IMS and other relevant specifications.  Within each category several data elements and structures are defined.  Some of these are specified explicitly as data types (language strings, for the most part) and others are defined as recursive hierarchical structures.  In addition, data may be defined by referencing mechanisms. The referencing mechanisms supported are internal references, references to an external learner information system, and references via a URI.

1.1.4       Learner Information Meta-data

The learning information meta-data (contained within the ‘contentype’ structure shown in Figure 1.1) is broken into four categories:

All learning information data elements have meta-data sub-elements with the exception of atomic elements that can always inherit their meta-data. For example, in the Identification category, meta-data is associated with the Name element but not with its constituent elements since it is felt that the meta-data for the constituent elements cannot change independently of the meta-data for the Name element itself.

1.2     Scope & Context

This document is the IMS Learner Information Package (LIP) Information Model Final Specification.  As such it will be used as the basis for the production of the following documents:

This requirement has been derived from the agreed IMS Learner Information Packaging Requirement Specification [LIP, 00a].  As will be seen from this information model there is overlap with the IMS Enterprise specifications [Enterprise, 99a], [Enterprise, 99b], [Enterprise, 99c].  However, it is the intention that these two sets of specifications are complementary and as such the LIP specifications do not supersede or replace the Enterprise specifications.  The issue of harmonisation is addressed within the IMS LIP Best Practice & Implementation Guide.

At some point in the future a Version 2.0 of the Information Model will be developed.  That version will extend the functions and capabilities of version 1.0 but will be backwards compatible except for those areas identified for further study.

1.3     Structure of this Document

The structure of the rest of this document is:

2.     Learner Information System:

The definition and scoping of learner information and a learner information system with respect to this IMS specification;

3.     Use-cases:

The underlying usage, processing control and data structures comprising the learner information packaging system;

4.     Basic Information Model:

The underlying learner information package information model;

5.     Packaging Learner Information

The mechanism used to package learner information data to be exchanged between two or more learner information entities;

6.     Conceptual Description of the Data Objects:

The detailed description of the learner information package data objects in terms of their elements, sub-elements and attributes;

7.     IMS Supported LIP Vocabularies & Taxonomies

The definition and description of the vocabularies and taxonomies that are supported as default by IMS;

8.     Meta-data Descriptions:

The learner information meta-data descriptions;

9.     Conformance Statement:

The definition of Conformance to be used by vendors;

Appendix A - Object Model Representation

The object model for the learner information packaging information model.

1.4     List of Abbreviations

 
ANSI American National Standards Institute
CMA Career Account Management
CV Curriculum Vitae
DTD Document Type Definition
EDI Electronic Data Interchange
FE Further Education
GUI Generic User Interface
GUID Global User Identifier
HE Higher Education
HRMS Human Resource Management System
IEEE Institute of Electronic & Electrical Engineers
JPEG Joint Photographic Expert Group
LIP Learner Information Packaging
LIQ Learner Information Querying
LIX Learner Information Exchange
LLL Life-long Learning
LOM Learning Object Meta-data
LTSC Learning Technology Standards Committee
NVC National Validation Center
PAPI Public & Private Information
QTI Question & Test Interoperability
SIF Schools Interoperability Framework
UCAS University Council for Admissions Services
UML Unified Modelling Language
URI  Universal Resource Identifier
XML Extensible Mark-up Language

1.5     Referenced Documents

[ANSI, 98] Student Educational Record (Transcript), ANSI ASC X.12-TS130, ANSI, April 1998.

[CP, 00a]IMS Content Packaging Information Model, T.Anderson, W.Young, C.Moffatt, Version 1.0, IMS, May 2000.

[CP, 00b]IMS Content Packaging XML Binding, T.Anderson, W.Young, C.Moffatt, Version 1.0, IMS, May 2000.

[CP, 00c]IMS Content Packaging Best Practice and Implementation Guide, T.Anderson, W.Young, C.Moffatt, Version 1.0, IMS, May 2000.

[Enterprise, 99a]IMS Enterprise Information Model, G.Collier, W.Veres and T.Anderson, Version 1.01, IMS, December 1999.

[Enterprise, 99b]IMS Enterprise XML Binding, G.Collier, W.Veres and T.Anderson, Version 1.01, IMS, December 1999.

[Enterprise,99c]IMS Enterprise Best Practice and Implementation Guide, G.Collier, W.Veres and T.Anderson, Version 1.01, IMS, December 1999.

[Gestalt, 00]Gestalt: WP4 - Integrating IMS Enterprise, PAPI and Gestalt UOM Data Models, version 3.0, P.Foster, Gestalt Doc No: FC:/MAN/REPORTS/022GESTALT/D401/GestaltEnterprisePAPI_3, March 2000.

[Gestalt, 99]Gestalt: WP5 - Object (Interfaces) Specification, V.Wade, K.Riley, B.Banks, P.Foster, N.Evans-Mudie, Y.Nicol, P.Doherty, Gestalt Doc No: A367/TCD/WP05/DS/L/008/b1, October 1999.

[HR, 00a]Resume DTD, HR-XML Consortium, June 2000, http://www.hr-xml.org/.

[HR, 00b]Candidate DTD, HR-XML Consortium, June 2000, http://www.hr-xml.org/.

[LIP, 00a]Profiles Interchange Requirement Specification, G.Collier, T.Probart and C.Smythe, Version 1.0, IMS, March 2000.

[LIP, 00b]IMS Learner Information Package XML Binding Final Specification, R.Robson, C.Smythe and F.Tansey, Version 1.0, IMS, March 2001.

[LIP, 00c]IMS Learner Information Package Best Practices & Implementation Guide Public Draft Specification, R.Robson, C.Smythe and F.Tansey, Version 1.0, IMS, March 2001.

[MD, 99a]IMS Meta-data Information Model, T.Wason, Version 1.0, IMS, September 1999.

[MD, 99b]IMS Meta-data XML Binding, T.Wason, Version 1.0, IMS, September 1999.

[MD, 99c]IMS Meta-data Best Practice and Implementation Guide, T.Wason, Version 1.0, IMS, September 1999.

[Messaging,99]Proposal for the Inclusion of a Run Time Messaging Service in the IMS 1.0 Specifications, Ken Schweller, IMS, May 1999.

[PAPI, 98]IEEE PAPI Specification - Learning Technology: Public and Private Information, Version 6.0, IEEE LTSC P1484, June 2000.

[QTI, 01]IMS Question & Test Interoperability Information Model, C.Smythe and E.Shepherd, Version 1.1, IMS, March, 2001.

[Saba, 00]Profile Format: Design Specification, Daniel Lipkin, Saba Inc, May 2000. 

[SIF, 99]Schools Interoperability Framework Preliminary Implementation Specifications, Version 1.0, SIF, November 1999.

[vCard, 98]The vCard v3.0 XML DTD, F.Dawson, IETF Draft, June 1998.

2.     Learner Information Systems

2.1     A System

The Learner Information Packaging Requirement Specification [LIP, 00a] introduced the base learner information system architecture.  The underlying process components (circles) and data structures (thin rectangles) and the actors (stick-people) are shown in Figure 2.1.

Learner Information System Component Representation

Figure 2.1  Learner information system component representation.

The key components of the learner information system are:

Version 1.0 of the IMS Learner Information Package Information Model is concerned with the definition of the interface between the Local/Local and Local/Remote Learner Information Server as shown in the Figure 2.1.

2.2     Learner Information 

Learner Information is a collection of information about a Learner (individual or group learners) or a Producer of learning content (creators, providers or vendors).  The IMS LIP specification addresses the interoperability of internet-based Learner Information systems with other systems that support the Internet learning environment.  The intent of the specification is to define a set of packages that can be used to import data into and extract data from an IMS compliant Learner Information server.  A Learner Information server may exchange data with Learner Delivery systems or with other Learner Information servers.  It is the responsibility of the Learner Information server to allow the owner of the learner information to define what part of the learner information can be shared with other systems.

It is not the intent of this specification to define the internal operating architecture or functional requirements for a Learner Information server.  That is the domain of the private and public organisations that are developing these types of systems for their own purposes.

The IMS LIP is focussed on learner information i.e. other information such as administrative activities are only of concern in the manner in which they interact with learning activities.  The typical sorts of learner information to be supported are:

2.3     Categories of Learner Information

Table 2.1 provides an overview of the general categories of Learner Information data.  Each of the categories provides examples of the data that might be included.

Attributes are characteristics about the consumer or producer that affect learning in some way.  Some attributes are relatively fixed, while others are more variable.

Portfolio refers to learning activities completed or in process.  These activities can be at any level of detail, from a 4-year degree certification to data related to a particular learning activity within a course module.  Portfolio data can be self reported or certified by an independent 3rd party.  Certified 3rd party data cannot be modified by the portfolio owner.

Learners are usually individual learners, but they can also be learning groups.

Producers may be organisations or individuals, and include three general categories:

Table 2.1  Learner information general categories.[1]

Learners

Producer

  • Individual Learners (you and me)
  • Group Learners
  • Creators
  • Providers
  • Vendors

Attributes – Fixed

Identification and location (ID, Name, address, phone, email, web-address)

Physical, technical and cognitive characteristics (birth-date, disabilities)

Identification and location (ID, Name, address, phone)

Organisation type (public, private, school, business)

Attributes – Variable

Goals, learning plans

Temporary conditions

Learning preferences

Product lines

Portfolio – Self reported

Work products

References

Experience and education claims

Sample work

Expertise claimed by producer

Portfolio – 3rd party reported

Transcripts

Certifications

Professional qualifications

Testimonials

3.     Use-cases

A range of use-cases are possible but only a limited number are presented as examples of this current version of the specification:

3.1     Individual Perspective

A job applicant is using an on-line job search agency. He would like to support his resume with a complete educational history by using the official, online National Validation Center for Education and Training Records (“NVC”) created by the U.S. Department of Labor.  Using the NVC’s online process, the applicant requests that his official college transcripts be forwarded to the NVC for online posting on its secure site. In addition, the Applicant requests that his employer, which has provided and tracked substantial on-the-job training and skills enhancement over the years, send information to the NVC for posting to the site.

Using the common formats detailed in the IMS LIP specification, the colleges and the employer electronically forward their data to the NVC.  In the future, participating institutions and corporations may make their databases available and accessible via a shared protocol in which the NVC would be able to send out a “databot” that would find and display the data for a given individual through its web-site without the need for an actual physical electronic exchange of the data.

Because of the standard formats, the NVC is able to cost-effectively consolidate a lifetime of training and education into a single, easy-to-read document, which can be readily compared to other applicants providing information via the same formats. When the Applicant’s supporting documentation has been collected, the Applicant provides permissions to various potential employers to view and/or retrieve the data collected by the NVC.

3.2     Vendor Perspective

3.2.1       Perspective of a Vendor of a Human Resource Management System (HRMS)

A HRMS would be one of the major contributors to, and recipients of, learner information.  Therefore, a HRMS is a primary, de facto “learner information server”.  Some of the learner information will be employee-provided (personal information, learning preferences) while the bulk will be the result of manager-acknowledged “events”, such as qualifications received, training completed, competencies achieved, prior employment, etc.  Several key Human Resource/Personnel functions touch directly on the learner information; the sequence of processing is primarily building and maintaining the profile for the employee, either through direct input to the system or through receipt of messages from other sources, such as schools, other employers or associations.  Sample functions/uses include:

Employers do not typically share anything but the most basic information about a prior employee with a new employer; consider the very strict rules (in the US, anyway) about what can be revealed about an employee’s status in an employment verification function.  For example, the current employer or prospective employer does not ask the prior employer for information about the skills, competencies, certifications, etc. of an applicant or an employee; they ask the employee and then do the necessary verifications.  Therefore, the distribution of profile information between HRMSs, while certainly technically feasible, is an area worthy of discussion and exploration from an implementation viewpoint.  Centralized career management centres or repositories, which are under the employee’s control, may be a way to get around this normal reluctance of employers to pass along any employee data to the next employer.

3.2.2       Perspective of a Vendor of a Student Administration System

As the accepted mode of post-secondary education moves more toward distance learning, and as learners engage in educational activities in more than one institution, it becomes imperative to have a way to pass relevant learner profile information between the administration and academic systems that support the educational effort.  In fact, this type of exchange of what we are calling learner information data has been occurring for years, in various automated and manual forms.  

Just as we think of the learner information “repository” containing data typically found in a resume, we can extend that metaphor to include the educational transcript.  The administrative systems have the summary information about courses taken, grades received, awards earned and degrees achieved, while academic systems (i.e. learning management systems) may have more detailed information about learner preferences and status within a particular learning experience.  Both types of information exchange are supported by the IMS LIP data structures.  Implementation efforts will help us see how we might supplement (replace?) the traditional exchange of transcript information with the exchange of learner information data: 

3.3     UK Higher Education (Inter-organisational)

UK Higher Education is a varied collection of organisations.  There are organisations that have grown over a very long period from mediaeval times to the present, others that have been born as the result of twentieth century political initiatives and still others that have grown into universities from small independent educational beginnings in the twentieth century.  The result is a collection of organisations that are all very different.  Though there are systemic commonalities, two learners studying a course with the same title in different universities may be taking a course that is very different in structure, content and approach. Departmental and administrative structures have been similarly varied and to date many universities have relied on diverse heterogeneous incompatible information systems for internal information exchange.

3.3.1       Stakeholders and Potential Benefits

There are a large number of potential ways that the LIP specification can benefit stakeholders in Higher Education (HE) processes in the UK. Some of these operate on an intra-organisation level and some with inter-organisation information exchange. There are potential benefits for consumers (students), for provider organisations (universities and others) and for administrative agencies such as The University Council for Admissions Services (UCAS).  The potential benefits include:

3.3.2       A Life-cycle Scenario

In what follows many of the processes are currently undertaken by hand or not carried out with the efficiency or rigour that LIP enables.

Prior to admission of a learner to a university there is a selection process involving the learner, university admissions tutors at up to 6 universities and an intermediary body, UCAS, with which learners deal directly.  As a result of the process, admission to a course is agreed and learner data with validated qualification information is created and lodged with the university profile server.  Other organisations e.g. UK A-level examination boards, are involved in the validation.

At the point of enrolment the learner adds to information stored with personal information and preferences.  As a learner progresses through a course the learner profile server is given data on marks achieved and the course context. If a course is shared with another provider then that other provider can interoperate with the profile server across the Internet to store marks achieved in the context of that provision.

During a course a learner may wish to move from one provider to another, for example studying the first year at one university and the second and subsequent years at a university with a nearly equivalent course or with an approximately common first year content. Admissions tutors/processes at the second university will rule on whether the transfer can take place.  This involves looking at the course content and prerequisites and learner achievement for each course or module to determine whether the prerequisites for the course at the second university have been met. This in turn requires examining the detail of context and marks at different granularities in different areas of the course.  As learners may take time out of courses between years, detail needs to be relevant to the instance of the course that was actually followed and that will be followed.  This information could be made available via a LIP transfer.

Often learners wish to take substantial time (such as a year) out from a course and return to it later.  The LIP can facilitate this with a precise record of achievements and course context.  In the case where a course has changed its content or structure in the interim, analysis of LIP data can allow construction of an appropriate path for the learner to return to the course, possibly involving extra study to satisfy new prerequisites.  The facility to examine different granularities of course and achievement data is essential.

For a learner studying a course with an industrial placement component it is desirable that detail of the learner's abilities in particular areas, can be provided to potential placement providers (employers) to assist them with selecting appropriate candidates. Some of this detail may not be directly relevant to what has been taught on the course. For example, it may be that for a particular computing placement, an A-level Mathematics qualification (sub-degree) is essential but is not a prerequisite for entry to the present course.  The granularity with which the information needs to be presented is very different in different circumstances and could be under the control of the enquirer (employer).

At the end of a course information about a learner’s achievements, both on the course and in other areas can be provided, under the learner’s control, to prospective employers.  When the learner applies to take courses at other institutions in the future, a record can be made available of qualifications and abilities at a fine granularity can be made available.

3.4     Career Management

As part of America’s Career Kit, an initiative to provide assistance to all citizens in career creation and management and facilitate life long learning, the USDoL is developing a Career Management Account System. This prototype will provide a centralized repository wherein all relevant career information such as transcripts, performance reviews, sample work product, and other information besides the usual biographical material may be securely stored.  The Career Management Account System (CMA) has been designed in two parts, the CMA that provides access control and security and acts as a “wrapper” for a collection of Portfolios.

3.4.1       Portfolio Data

The Portfolio is the central data construct in the CMA System. Each Life-long Learner creates, manages, and owns their individual Portfolio and the data it contains. This data is categorized as follows:

All access to the CMA and to all facilities and Portfolio’s is under a strong public key infrastructure and requires full digital certification. Key fields in each record in the Portfolio are separately encrypted to prevent direct identification of individuals from non-specific information. For example, access to a single transcript will not yield and individual information and therefore cannot be linked back to an individual.

3.4.2       Actors

3.5     Training Group Management

In many organisations staff are encouraged to undergo a range of training to help develop their competencies and knowledge thereby improving the usefulness to their employer and their own career prospects.  These companies run internal training courses and so a ‘cohort’ of individuals may train as a group.  This creates three distinct but related perspectives i.e. that of the trainer, the individual learner and the associated group. From the point of view of the trainer the key actions that must be supported are:

From the point of view of the individual learner the key actions to be supported are:

From the point of view of the group the key actions to be supported are:

4.     Basic Information Model

The full Learner Information Information Model has three closely related components:

This specification is concerned with the Learner Information Package ONLY.

4.1     Learner Information Package

The underlying logical data structures for the learner information package are shown in Figure 4.1.  This representation shows the relationship between the learnerinformation elements.

The principle LIP data structure.

Figure 4.1  The principle LIP data structure.

Figure 4.1b shows the eleven core information types that are considered fundamental to the learner information data structures and the content information used to store information describing the content.  The breakdown into the eight structures is used to support variable granularity to facilitate efficient and flexible information exchange.  The content information, contentype, as shown in Figure 4.1a, consists of:

Figure 4.1 also shows the recursive nature of the eleven core data structures (identification … relationship).  These core structures may have a recursive sub-structure.  The ‘atomic’ sub-structure is the lowest level for which there is a unique reference identifier i.e. the lowest level for which contentype exists.  Each of the eleven core structures may occur many times within the learner information structure e.g. there will be a separate entry for each qualification, certificate and licence.

It is important to state that:

4.2     Learner Information Exchange

The exchange of LIP instances requires the following processing capabilities:

Note:      At present the Learner Information Exchange (LIX) is outside the scope of this specification.

4.3     Learner Information Query

The storage of distributed learner information requires a mechanism by which the storage medium can be queried for the contents.  Querying allows the system to provide information of a particular nature on request.  Support for querying requires:

Note:      At present the Learner Information Query (LIQ) is outside the scope of this specification.

5.     Packaging Learner Information

5.1     Core Data Structures

The core learner information data structures are defined using the representation shown in Figure 5.1.

The schematic representation for learner profile information.

Figure 5.1  The schematic representation for learner profile information.

The structures[2] shown in Figure 5.1 are:

<…data…>            The actual learner information itself.  This consists of either: identification, interest, qcl, goal, transcript, accessibility, activity, competency, affiliation, relationship and securitykey structures;

R-Referential. The information structure that can be used to contain the data that uniquely identifies the data itself;

T-Temporal. The information structure that can be used to contain time-based data about the data itself e.g. the data of creation of the data;

P-Privacy.  The information structure that can be used to contain privacy data (such as access control rights) and to ensure the integrity of the data e.g. a checksums.

Extension -The extension capability that can be used to support implementation specific features.

The eleven core data structures are:

 

identification

identification

The identification learner information contains all of the data for a specific individual or organisation.  This includes data such as: name, address, contact information, agent and demographics. 

 

accessibility

accessibility

The accessibility learner information consists of the cognitive, technical and physical preferences for the learner, disability, eligibility and language capabilities.  These describe the learner’s capabilities to interact with the learning environment.

 

qcl

qcl

The qcl learner information consists of the qualifications, certifications and licenses awarded to the learner i.e. the formally recognised products of their learning and work history.  This includes information on the awarding body and may also include electronic copies of the actual documents.  A different ‘qcl’ structure will be used for each qualification, etc.

 

activity

activity

The activity learner information consists of the education/training, work and service (military, community, voluntary, etc.) record and products (excluding formal awards).  This information may include the descriptions of the courses undertaken and the records of the corresponding assessment.  A separate ‘activity’ structure will be used for each entry.

 

goal

goal

The goal learner information consists of the description of the personal objectives and aspirations.  These descriptions may also include information for monitoring the progress in achieving the goals.  A goal can be defined in terms of sub-goals.  A different ‘goal’ structure will be used for each entry.

 

competency

competency

The competency learner information consists of the descriptions of the skills the learner has acquired.  These skills may be associated with some formal or informal training or work history (described in the ‘activity’) and formal awards (described in the ‘qcl’).  A different ‘competency’ structure will be used for each competency through an external reference mechanism.  The adopted competency definition follows the work of the IMS Competency Definition working-group.

 

interest

interest

The interest learner information consists of descriptions of hobbies and other recreational activities.  These interests may have formal awards (as described in the associated ‘qcl’).  Electronic versions of the products of these interests may also be contained.  Each interest will be described within its own ‘interest’ structure.

 

transcript

transcript

The transcript learner information is used to store the summary records of the academic performance at an institution.  This information may contain an arbitrary level of detail and so there is no proscribed structure for a transcript.

 

affiliation

affiliation

The affiliation learner information is used to store the descriptions of the organisation affiliations associated with the learner.  These affiliations may include education groups e.g. classes, cohorts, etc. but it is expected that these will be exchanged using the IMS Enterprise specification technique.

 

securitykey

securitykey

The securitykey learner information is used to store the passwords and security codes that are to be used when communicating with the learner.  A different ‘securitykey’ structure will be used for each key and class of key.

 

relationship

relationship

The relationship learner information is used to store the description of the relations between the other core data structures.  All of the relationship information has been removed from the other structures to enable these to be collected at a single place.  This structure may also be used to describe mapping relationships to be used by the communicating systems.

5.2     Distributed Systems

The LIP is capable of supporting the exchange of data between distributed learner information systems.  This is achieved by using a flexible referencing system that can be used to identify the learner information record and data structures within that record.  The two separate referencing mechanisms are:

Disributed learner information referencing

Figure 5.2  Distributed learner information referencing.

An example of the LIP’s support for distributed learner information is shown in Figure 5.2.  In this system there are three learner information servers (LIS1, LIS2 and LIS3).  The learner information consists of four structures (indexid_1 to indexid_4) and the source, LIS1, has assigned it a sourcedid of ‘sourcedid_1’.  LIS1 has now exchanged this learner information with the two other servers LIS2 and LIS3.  LS1 has given different learner information to the other two servers however all three structures have the same sourcedid - this is the data used to uniquely identify that learner information record between the three LI servers.

Further learner information transfers between the three servers can now reference the specific data structures by using the appropriate indexid.  This approach can also be used to promote the privacy of the data as the three servers do not contain the same learner information.  In fact LIS2 and LIS3 may only be able to exchange the ‘indexid_1’ information as that is the only common knowledge they have of the ‘sourcedid_1’ record.

It is possible that the information concerning a single learner (individual or organisation) could be contained on different LISs and could also have different sourcedids.  This multiplicity of sourcedids for a single learner could be consequence of distributed learner information systems.  The reconciliation of these into a single structure or the prevention of conflict with respect to the consistency of the information is beyond the scope of this specification.

5.3     Scalability

Within a learner information system the data may be exchanged as:

In both cases the information exchanged may be for a single learner or may be for thousands of users e.g. applications to study at a particular college.  The learner information may include products of the education, training or work history of the individual and these products may be graphics (high-resolution art-work), video (to show training for the film industry), etc.  In such cases the products themselves may be many megabytes/gigabytes of storage.  Each of these issues must be addressed to ensure that the IMS LIP is scalable in terms of efficient storage and accessibility for millions of records.  The mechanisms for scalability supported by the LIP are:

5.4     Privacy & Data Protection

The privacy and integrity of the data being exchanged is essential.  While the details of the security architecture being employed to support the learner information system is outside the scope of this specification it is important to provide mechanisms that can be used to support the implementation of any suitable architecture.  The LIP has two such mechanisms:

5.4.1       Privacy and Data Protection Meta-structure

Within the learner information tree structure each node and leaf has an associated set of privacy information (the usage of these fields is optional).  The granularity of information that can be exchanged is defined by the smallest set of data at which there is no further independent privacy data.  The nature of the privacy data is beyond the scope of the specification as all that is defined within the LIP is the place at which such information is associated with the learner information data structure.

5.4.2       Learner Security Keys

The security keys for the learner include their public keys for public key encryption, passwords for access to the information (electronic and verbal) and digital signatures to be used to ensure data authenticity.  The detailed structure for the keys will not be defined but this data will be supported in the  ‘securitykey’ core data structure.

6.     Conceptual Description of the Data Objects

6.1     Underlying Structure of the Learner Information

The primary elements of the learner information are shown in Figure 6.1:

The primary elements of the Lip data structures

Figure 6.1  The primary elements of the LIP data structures.

6.2     Extensions & Extensibility

A key requirement for the specification is its support, where appropriate, for extensions.  These extensions take three forms:

The process by which the points at which the three forms of extensions fit within the taxonomy are clearly denoted in the IMS LIP XML Binding [LIP, 01b].

6.3     Learner Information Package Tabular Description

The tables in this Section provide a conceptual, informative description of the elements in the data objects.  The columns in these tables refer to:

No: The number of the data element.  An element may be composed of sub-elements.  The numbering scheme reflects these relationships.

Name: The descriptive name of the element.

Explanation: A brief functional description of the element.

Required: Indicates if the element is required:

Multi:                     Multiplicity of the element:

Type: A description of formatting rules for the data element.  Type includes the maximum length of the element:

The type will also include a description of the set of valid values for the sub-element:

Note: Additional descriptive information about the element.

In the following tables the data objects are organised as:

6.3.1       Learner Information Package Data Objects

Table 6.1 describes the data objects that are used in the construction of the learner information package itself.

Table 6.1  Learner information package data objects detailed description.

No

Name

Explanation

Reqd

Mult

Type

Note

1.1

langtype

The default language used for the information.

As per structure 13.1 (Table 6.13).

1.2

comment

As per structure 13.2 (Table 6.13).

1.3

contentype

As per structure 13.3 (Table 6.13).

1.4

identification

Personal information such as name, address contact info, agent and demographics.

O

n

As per Table 6.2.  Multiple entries for each different component.

1.5

accessibility

Learner accessibility issues for language, disability, preferences and eligibility.

O

n

As per Table 6.3.  One entry is used for each form of accessibility.

1.6

goal

Learning, career and other objectives and aspirations.

O

n

As per Table 6.4.  One entry is used per goal.

1.7

qcl

Received qualifications, certifications and licences (for activities that have been completed).

O

n

As per Table 6.5.  One entry is used per qualification, certificate and license.

1.8

activity

Activities for which learner information are relevant.

O

n

As per Table 6.6.  One entry is used per education/training, work or service entry.

1.9

competency

Acquired learning competencies.

O

n

As per Table 6.7.  One entry is used per competency.

1.10

interest

Learner information describing hobbies and recreational activities.

O

n

As per Table 6.8.  One entry is used per interest.

1.11

affiliation

Membership of learned, professional, civic and recreational organisations.

O

n

As per Table 6.9.  One entry is used per affiliation.

1.12

transcript

Summary records of academic performance.

O

n

As per Table 6.10.  One entry is used per transcript.

1.13

securitykey

The security keys to be used when interacting with the learner.

O

n

As per Table 6.11.  One entry is used per secure key.

1.14

relationship

The relationships to be established between the other core data structures.

O

n

As per Table 6.12.  One entry is used per relationship.

1.15

extension

The extension facility for the top-level ‘learnerinformation’.

O

n

As per structure 13.16 (Table 6.13)


6.3.2       ‘identification’ Data Structure

Table 6.2 describes the identification learner information data structures.

Table 6.2  ‘identification’ learner information data structure detailed description.

No

Name

Explanation

Reqd

Mult

Type

Note

2.1

comment

As per structure 13.2 (Table 6.13).

2.2

contentype

As per structure 13.3 (Table 6.13).

2.3

formname

The detailed formatted name of the individual or organisation - as per vCard.

O

n

A separate entry is used per name.

2.3.1

typename

The type of formatted name.

O

As per structure 13.4 (Table 6.13).  The domain type will be defined from an appropriate vocabulary.

2.3.2

comment

As per structure 13.2 (Table 6.13).

2.3.3

contentype

As per structure 13.3 (Table 6.13).

2.3.4

text

The name itself.

M

As per structure 13.13 (Table 6.13).

2.4

name

The detailed name of the individual or organisation.

O

n

A separate entry is used per name.

2.4.1

typename

The type of name.

O

As per structure 13.3 (Table 6.13).  The domain type will be defined from an appropriate vocabulary.

2.4.2

comment

As per structure 13.2 (Table 6.13).

2.4.3

contentype

As per structure 13.3 (Table 6.13).

2.4.4

partname

The part of the name being defined e.g. ‘first’, ‘last’, etc.

M

n

A separate entry is used per part of the name.

2.4.4.1

typename

The type of the name part.

O

As per structure 13.4 (Table 6.13).  The domain type will be defined from an appropriate vocabulary.

2.4.4.2

text

The name itself.