Volume 55, Number 5 TechTrends September/October 2011 31
Rethinking Electronic Portfolios
to Promote Sustainability among Teachers By Craig E. Shepherd and Stan Skrabut University of Wyoming Abstract Electronic portfolios (eportfolios) can increase refection, develop content and pedagogy skills and facilitate communication between teachers and administrators. However, they have limita- tions. Despite resources that teacher institutions devote to eportfolios, research suggests that most implementations are of limited duration. In a cli- mate where sustained professional development and lifelong learning are necessary to remain competitive, organizations should reevaluate how eportfolios are implemented to sustain use and maintain skills deemed important by teach- ing organizations. Using principles of change theory, this article identifes several eportfo- lio challenges and how they may be improved through principles of personal learning environ- ments. Implementation procedures and limita- tions are also provided. Keywords: Electronic portfolio, personal learning environment, lifelong learning, Web 2.0 eacher education programs have lauded portfolios for their ability to enhance re- fection, promote personal inquiry, and document holistic teaching practice (Shepherd & Hannafn, 2009; Strudler & Wetzel, 2005). Land and Zembal-Saul (2003) found that eportfolios helped preservice teachers to document and ex- plore principles of light. Storing and analyzing previous work helped participants to consider prior discoveries while conducting new experi- ments. Novice teachers also use portfolios for T mentoring purposes (Kelley, 2004; Orland- Barak, 2005). Such experiences help both nov- ice and mentor teachers to recognize instances of best practice, refect more deeply on their teaching, and gain confdence in their abilities (Robinson, 2005). Experienced teachers create portfolios to document achievements and ob- tain advanced certifcations (Burroughs, 2001; NBPTS, 2010). Because teacher portfolios promote inquiry and refection and are represented during sev- eral career milestones, they are touted for their ability to promote lifelong learning (Anderson & Frieson, 2004; Brown, 2002). Lifelong learn- ing encompasses formal and informal experi- ences that enhance personal and professional knowledge over time (Heinrich, Bhattacharya, & Rayudu, 2007; McAllister, Hallam, & Harper, 2008). Many learners integrate formal learning with informal experiences to enhance personal knowledge (Wheeler & Yeats, 2009). Teach- ers readily incorporate advice heard among colleagues with teaching strategies learned in professional settings to construct personal teaching approaches. Lifelong learning repre- sents personal and professional gains that span across experiences (Hartnell-Young, Small- wood, Kingston, & Harley, 2006; McAllister et al., 2008). Anderson and Frieson (2004) claim that eportfolios facilitate lifelong learning because they help to capture, manage and examine ex- perience. Tey also suggest that learners must be encouraged to use eportfolio tools across 32 TechTrends September/October 2011 Volume 55, Number 5 life activities in order for them to be efective. Indeed, research suggests that when users de- velop eportfolios over time, learning gains are achieved. Cambridge (2008) found that us- ers of Minnesotas eFolio system (given to all state residents) ofen began with little plan- ning or purpose in mind. However, sustained use led to purposeful entries that documented development, educational planning and job performance. Brown (2002) found that when adults used portfolios to examine workplace and community learning, they enhanced per- sonal communication, organization skills and self-knowledge. Despite reported benefts, limitations ex- ist. Research suggests that eportfolio develop- ment is quickly rejected following teacher mile- stones (Shepherd & Hannafn, 2008; Cambridge, 2008). Tese rejections may occur because cer- tain practices inhibit holistic teacher represen- tation, support structures are not continued between career milestones, and entries require extensive time to develop and maintain (Borko, Michalec, Timmons, & Siddle, 1997; Fallon & Watts, 2001; Hadley, 2007). Given the current speculation surrounding eportfolios to facilitate teachers lifelong learning, additional consid- erations are needed regarding their implemen- tation. Using principles of change theory, this article examines current limitations in eport- folio practices and considers how incorporat- ing learner-centered and open-ended principles from personal learning environments might reduce these challenges. Eportfolio Limitations Although researchers laud teacher eportfo- lios for their ability to promote refection, skills development, and inquiry, few studies exam- ine implementation across teaching milestones (e.g., preservice education, induction, school or grade-level changes, advanced certifcation, retirement). Eportfolios track progress during undergraduate experiences, induction programs and National Board certifcations but are rarely followed afer these purposes are met (Milman, 2009; Rolheiser & Schwartz, 2001). Research focusing on eportfolio retention suggests that teachers quickly abandon practices following career milestones (Grant & Huebner, 1998; Rolheiser & Schwartz, 2001). Shepherd and Hannafn (2008) found that while preser- vice teachers identifed eportfolio benefts to consider alternative view-points, refect deeply on teaching experiences and promote goal for- mation and attainment, they did not anticipate using them in employment situations because of time constraints, lack of incentives and con- ficting institutional interests. Milman (2009) reached similar conclusions afer examining the eportfolios of 20 inservice teachers. Although they developed eportfolios during preservice ex- periences and retained positive attitudes regard- ing their use, only one continued to update her eportfolio. Others mentioned lack of time, con- fdence and support as detractors to continued development. Even when education programs and em- ployers jointly espouse eportfolio practices, previous work may be incompatible with new guidelines. Although two teachers were re- quired to keep portfolios for state licensure, Milman (2009) found that diferences in guide- lines raised questions regarding compatibility. Teacher preparation programs ofen use pro- prietary systems to store, retrieve and assess teacher eportfolios for accreditation purposes (e.g., LiveText, TaskStream, TK20) that are not supported in neighboring school systems (Shepherd & Hannafn, 2008; Reis & Villaume, 2002). Other systems may store and retrieve data but fail to export it if abandonedrequir- ing teachers to recreate entries if tools are un- supported in employment situations. Certain guidelines may also impede per- ceived ownership of eportfolio practices. Borko et al. (1997) found that portfolio mandates led some teachers to question their self-representa- tion in portfolio entries. Tey argued that stan- dardized layouts and assignments resulted in work that documented teacher education norms rather than personal traits. Reis and Villaume (2002) argued that when eportfolios become assessment systems for program accreditation, formative assessment, teacher inquiry, and per- sonal representation sufer. Cambridge (2008) stated that eportfolios are only successful when they retain complete representations of their creator, maintain a level of professionalism and can adapt to multiple situations and audiences. Change Theory and Eportfolios Although the teaching profession adopted portfolios in the 1980s, they ofen represent novel experiences for teachers (Burroughs, 2001; Strudler & Wetzel, 2005). Bolliger and Shepherd (2010) found that 31 of 40 graduate education students had never created portfolios. Te National Board for Professional Teaching Standards incorporates mock portfolio exercis- es to help teachers become familiar with them prior to attempting certifcation (NBPTS, 2010). Change theory describes how elements of ideas, procedures, and tools afect their adoption. Be- Volume 55, Number 5 TechTrends September/October 2011 33 cause eportfolios are ofen viewed as novel tools, change theory may explain their apparent rejec- tion following career milestones. According to Rogers (2003, p. 12) innova- tions are ideas or practices perceived as new. Several variables infuence innovation adoption, including social variables, compatibility with ex- isting beliefs and practices, complexity and rela- tive advantage. Social variables Social variables play an important role in whether innovations are adopted or rejected. Te degree to which target audiences consider and attempt new ideas and procedures directly infuences their willingness to adopt them (Rog- ers, 2003). Based on the profusion of eportfolio practices spanning the teaching career, it appears that eportfolios are accepted assessments (Hein- rich et al., 2007; Orland-Barak, 2005; Strudler & Wetzel, 2005). Hundreds of primers describe approaches, provide implementation and as- sessment guidance and act as communication channels to publish results. Tese communica- tion channels, opened by eportfolio advocates to promote holistic assessment and profession- al development help the innovation to difuse among education programs (Rogers, 2003). Institutions can easily obtain these primers, receive implementation advice, and share their own experiences through professional publica- tions, conferences, and word of mouth. Tus, social variables seem to favor eportfolios among teaching institutions. Yet, existing communica- tion channels appear to be unidirectional. In- stitutions publish fndings about their practices but do not seek to align them between proxi- mate organizations through common purposes, objectives and tools (Milman 2009; Rolheiser & Schwartz, 2001; Shepherd & Hannfn, 2008). Tus, social norms within specifc teacher orga- nizations rarely transfer to other settings. Tis lack of transfer afects eportfolio sustainability. Perceived Innovation Attributes If teaching institutions do not mandate ep- ortfolio practices, sustained adoption is depen- dant on perceived innovation attributes. Tese attributes include their compatibility with ex- isting expectations and norms, complexity of selected tools and their relative advantage to ex- isting and alternative practices. Rogers, (2003, p. 221) indicated these attributes account for 49- 87% of adoption rate variance. Compatibility. Innovations are more readily adopted when they are compatible with existing norms and beliefs (Rogers, 2003). Many teaching education programs incorporate eportfolios to foster refection and facilitate program accredi- tation. Tese purposes align with institutional goals and objectives. Course instruction is of- ten devoted to foster inquiry and refection and graduation requirements may contain eport- folio elements. Standardized systems, layouts, assignments and templates help preservice teachers to develop these skills (Land & Zem- bal-Saul, 2003; Shepherd & Hannafn, 2009; Zeichner & Wray, 2001). In these situations, eportfolio tasks align with institutional norms. When individuals leave these institutions however, compatibility may change. Burroughs (2001) argued that refec- tive writing is not sup- ported in most schools. Teachers are given limited planning time that im- pedes their ability to col- lect and examine artifacts for professional develop- ment. Tus, Burroughs questioned whether NB- PTS portfolios represent teacher quality or their ability to writesomething he claimed was not supported in current practice. Preservice teachers seeking employment expressed simi- lar concerns (Shepherd & Hannafn, 2008). When talking about their eportfolios with ex- perienced teachers, they were told that no one supports, examines, or continues them follow- ing graduation. Despite portfolio practices tied to national teacher promotions, local school districts did not advocate their use. Eportfolios were not compatible with institutional norms. Standardized eportfolios for assessment and accreditation purposes may also hinder compatibility. If teachers perceive purposes to represent institutional rather than personal ob- jectives, they become assignments to complete rather than tools for development (Borko et al., 1997; Delandshere & Arens, 2003). Tools, lay- outs and embedded prompts may also cause compatibility problems between teaching insti- tutions. Because neighboring programs rarely interact with each other to develop policies and procedures, incompatible practices, formats and organization structures may result. When teachers transition to new institutions, they may encounter limitations in what they can bring. Tese problems are compounded by changing goals, circumstances and attitudes of lifelong learners. Tools that efectively managed life ex- periences at one time may be unsupported or inefective at another. In order for eportfolios to be efective for lifelong learning, they must accommodate new uses (Rogers, 2003, p. 180). Storing and analyzing previous work helped participants to con- sider prior discoveries while conducting new experiments. 34 TechTrends September/October 2011 Volume 55, Number 5 Although eportfolios meet individual program goals, greater alignment with teacher needs and practices is required for sustained use. Complexity. Innovation complexity also infuences adoption. People adopt innovations that are simple to use and maintain (Rogers, 2003). Shepherd and Han- nafn (in press) and Bolliger and Shepherd (2010) found that when eportfolio tools function like familiar appli- cations (e.g., word proces- sors, e-mail applications, web browsers), educators experience few difcul- ties using them. However, when preservice teachers use unfamiliar tools, they tax learners abilities to complete tasksnecessitating increased sup- port and decreasing desires for future use (Shep- herd & Hannafn, 2008). Currently, hundreds of proprietary and open-source systems exist. Because teachers vary in technology expertise, systems that appear easy for some may be dif- fcult for others. To increase compatibility and ease of use, Rogers (2003) argued that people should observe and try tools prior to adop- tion. Most eportfolio research mandates tools, artifacts and presentation formats with limited user input (e.g., Shepherd & Hannafn, in press; Land & Zembal-Saul, 2003). When individuals observe examples, they can better identify ben- efts and limitations and select tools that meet their needs. Relative advantage. Individuals are more likely to adopt innovations that beneft current practice (Rogers, 2003). Teachers recognize ep- ortfolio benefts. Preservice teachers stated that eportfolios facilitated personal inquiry, techno- logical skills acquisition and refection (Shep- herd & Hannafn, 2009; Hadley, 2007). Inser- vice teachers identifed mentoring benefts to recognize best practices and refect on planning and implementation strategies (Orland-Barak, 2005; Robinson, 2005). However, beneft iden- tifcation difers from perceptions of relative advantage. According to Rogers (2003, p. 229) relative advantage is the degree to which an in- novation is perceived as being better than the idea it supersedes. Teachers are rarely required to develop eportfolios once hired (Shepherd & Hannafn, 2008; Milman, 2009; Rolheiser & Schwartz, 2001). Given the time constraints as- sociated with development and review, adding an unsupported task may fail to provide a rela- tive advantage regardless of identifed benefts to practice. Without incentives for continued use, teachers may focus on other demands. Based on change theory principles, it ap- pears that more emphasis is needed on individ- ual uses that span across teacher institutions. In- stitutional goals (whether promoting refection, inquiry, technology skills, program accredita- tion, mentoring facilitation, or advanced certif- cation) ofen espouse eportfolio tasks of limited scope and duration (Cambridge, 2008). Because eportfolios focused on lifelong learning become professional development tools for individual teachers as opposed to teaching institutions, re- searchers should consider teacher needs, transi- tion points, and developmental trajectories as they plan implementations. Eportfolios must be- come personal as well as institutional tools. Not only should they meet institutional goals, they should also meet individual needsbecoming what Cambridge (2008) argued as adaptable to multiple audiences. Eportfolios and Personal Learning Environments To help eportfolios become tools for lifelong learning, advocates should examine open-end- ed, personal learning environments (PLEs) as a means to extend individual considerations into eportfolio tasks. PLEs include one or more web- based tools that allow users to gather, organize, process and communicate learning resources with others (Van Harmelen, 2008; Waters, 2008). Because PLEs are individually constructed using myriad resources, they are individually unique (Severance, Hardin, & Whyte, 2008; Wilson, 2008). Learners control aspects including tool selection, content organization, aggregation methods and dissemination processes. PLEs also allow users to aggregate diverse resources, including RSS feeds, personal documents, blogs, web applications, widgets, work samples, and video recordings (see Figure 1). Te ability to select varied, Internet-based resources may fos- ter self-directed, portable learning (Van Harmel- en, 2008). Because PLEs are open-ended, learner- generated systems that rely on Internet-based resources, they may be more compatible with teachers changing needs than traditional ep- ortfolios. Teachers are familiar with many web-based systems that can be tied to PLEs (e.g, social media, blogging, email). Using these systems for eportfolio purposes may promote sustainability (see http://www.netvibes.com/ skrabut#Distance_Education for an example). PLEs may also provide greater fexibility than traditional eportfolios because users can aggre- gate or remove web tools based on situational need. research suggests that when users de- velop eportfolios over time, learning gains are achieved. Volume 55, Number 5 TechTrends September/October 2011 35 Social Supports Unlike many eportfolios, PLEs include re- sources that extend beyond academic and pro- fessional circles. Professional tools and resources are interspersed with personal and recreational tools. For example, PLEs can aggregate externally generated resources (e.g., blogs, newsfeeds, jour- nal articles) with personal and professional tools (e.g., e-mail clients, productivity tools, wikis, websites). Tese combinations extend the scope and community of PLE uses. Tus, PLEs may generate, collect and disseminate artifacts related to personal and professional growth while simul- taneously fostering community through e-mail, blog, wiki, and social media interactions. Aggregating communication, productivity, research, and document creation tools within eportfolios may also bolster their scope of use, open communication channels for personal and professional development activities, and facili- tate sustainability. Using RSS aggregators to col- lect research on technology integration in math- ematics, for example, provides learning chan- nels to explore that topic in eportfolio systems. Rather than use diferent computer applications for seemingly disparate teaching purposes, these resources can be aggregated in individual eport- folios. Furthermore, these articles may inform classroom planning and can act as artifacts to ar- ticulate plans. E-mail, twitter, and chat messages between mentor teachers and colleagues may also inform planning activities and open com- munication channels in eportfolio systems. Aggregated creation tools (e.g., wikis, blogs, online ofce applications) can then be used to develop and disseminate lesson plans, collect implementation artifacts, and refect on those implementations. Tese same tools may foster personal communications. RSS aggregators can collect information on gardening, video games, or sports teams. E-mail and instant messaging services can contact family and friends. Wikis and blogs may highlight fow- ers or vegetables grown. Including tools for personal and profes- sional interactions may increase communica- tion channels that extend beyond institutional boundaries. When career transfers place teachers in new situations, prior tools and channels remain in- tact and available. Teach- ers may continue to com- municate ideas, lessons, and strategies between for- mer colleagues. Tey may also extend these channels to include new colleagues. Aggregating various tools as eportfolio components may also facilitate their alignment with previously disparate ideas and communities (Johnson & Liber, 2008; Waters, 2008). Blogs and communications about per- Figure 1. A few tools aggregated in a personal learning environment housed on iGoogle. Even when education programs and employ- ers jointly espouse eportfolio practices, previous work may be incompatible with new guidelines. 36 TechTrends September/October 2011 Volume 55, Number 5 sonal gardening may foster ideas for science les- sons on photosynthesis, soil composition, plant life-cycles, and so forthblurring the line be- tween personal and professional networks and increasing the scope of eportfolio processes. Ex- tended communication channels from seeming- ly dissimilar networks may facilitate innovation dissemination and promote sustained adoption (Rogers, 2003). Innovation Attributes Aggregating multiple resources into com- mon systems may also increase individual com- patibility. Because people use technologies to locate information, generate and create content and communicate with peers, merging these technologies promotes sustainability by ad- dressing multiple needs. Teachers commonly use technologies like e-mail and word processing sof- ware for professional and personal activities (demon- strating compatibility with existing norms and pro- cedures). Because of their widespread adoption and minimal training require- ments, large corporations like Google, Microsof, and FaceBook bundle new applications with adopted tools to expand technol- ogy uses. Gmail, for example, provides links to Google Docs, Calendars, and other resources. Facebook unveiled an email client within their social networking site. As users complete rou- tine tasks within these systems, they are more likely to notice new features, try them and adopt the innovation. Rogers (2003, p. 153) referred to these aggregations as technology clusters or innovation packages. Clustering multiple, inter- related technologies may facilitate eportfolio adoption by increasing visibility and opportuni- ties for use. Aggregating eportfolio, communication, re- search and content generation tools may remind individuals of eportfolio benefts as they interact with other tools and promote further use. Cautions Despite potential advantages, implement- ing learner-selected, multi-tooled eportfolios presents challenges to learners and institutions. Tese include resource overload, assessment dif- fculty, complicated systems integration and pri- vacy and professional concerns. Resource Overload One challenge with PLE-based eportfolios stems from the quantity of available tools. Given the number of open-source and proprietary ap- plications, it may be difcult to trouble-shoot implementations in academic settings (Dron & Bhattacharya, 2007). When locating tools to meet particular requirements (e.g., voice or video recording, image collection, presentation creation), quantity, varying feature sets and price options may overwhelm learners. Additionally, learners may be unaware that tools exist for par- ticular tasksrequiring assistance from others. If teachers and learners do not perceive them- selves as technically savvy, this information may be overwhelming (Shepherd & Hannafn, in press; Dron & Bhattacharya, 2007). Te na- ture of Web 2.0 tools may further complications. Because new tools are regularly created and re- moved, anxiety about reliability and longevity may result. Assessment and System Integration Typical eportfolio assessments focus on in- dividuals. By opening eportfolios into commu- nities of formal and informal learning networks, processes become more collaborative (Elliott, 2008). Groups may generate, collect and exam- ine artifacts in ways that make ownership as- sumptions difcult. Integrating learner-selected eportfolios with institutional assessment systems may also be problematic. When learners control the tools, organization and content included in eportfolios, standardization is lost and assess- ment duration may increase. Several teacher ed- ucation programs use eportfolios for accredita- tion purposes (Dhonau & McAlpine, 2005; Gat- lin & Jacob, 2002). In the process of personal- izing eportfolios for sustainability, institutional goals and objectives may be compromised. Dron and Bhattacharya (2007) claim that open-ended learning systems ofen run at odds with closely controlled institutional systems. Management issues like access, bandwidth requirements and aggregation abilities become more complicated (Van Harmelen, 2008; Zeichner & Wray, 2001). Privacy Blending personal and professional goals may sustain eportfolio use, but it blurs the line between professionalism and privacy. Teachers may not want to combine personal and academic content (Elliott, 2008). Although many teachers have social media accounts, they rarely integrate them into professional settings. Teachers are viewed as community role models and must be careful in disclosing personal information (Ses- sums, 2007). Privacy concerns not only afect Because eportfolios are ofen viewed as novel tools, change theory may explain their apparent rejection following career milestones. Volume 55, Number 5 TechTrends September/October 2011 37 teachers but also students. Federal laws regulate what student information can be shared without obtaining permission. Although eportfolio and Web 2.0 systems provide security features to lim- it access to site-based content, the community nature of these services may complicate privacy issues. Maintaining personal information along- side assessment-oriented eportfolios requires in- creased vigilance in policing web-presentation. Recommendations Although challenges exist with PLE-based eportfolios, they are not insurmountable. Be- ginning with a smaller, reliable subset of tools, instructing faculty on appropriate Internet pres- ence, tacking security issues through information technology supports and designing collaborative eportfolio activities may alleviate challenges. Be- low is a list of suggestions to implement student- centered, resource aggregated eportfolios for sustainability purposes. Tool Selection Review eportfolio goals and objectives to de- termine if open-source tools will meet them. Begin eportfolio development with a small subset of reliable, low cost, Internet tools that allow mentors to support required tasks and calm anxious users. Limiting initial tools pro- vides greater control over design and organi- zational processes allowing educators to more easily locate activities for assessment and re- view. Select tools from reliable companies (e.g., Sun, Microsof, Google). Tis minimizes the poten- tial for unsustainable practice, data loss and frustration. Work with the institutions information tech- nology department to allow permissions and bandwidth necessary for selected tools. Training To reduce privacy concerns (and better estab- lish personal and professional boundaries), teach learners how to secure personal infor- mation and manage online profles. Demonstrate how common tools such as blogs, wikis, photo and video galleries can be used to support eportfolios and lifelong learn- ing. Encourage practices that merge academic, professional, and personal learning explora- tion. Rubric and Template Development Develop eportfolio examples that use multiple tools for students to examine and mirror. Develop guidelines explaining what depart- ments and institutions will evaluate. Develop rubrics to help teachers identify strong ep- ortfolio components. Recognize best practices whether they di- rectly support eportfolio assessment or not. Reinforcing positive behavior increased the likelihood for sustainability. Collaboration Collaborate with neighboring institutions to identify teacher expectations and how eport- folios might support these. Promote tools and activities that support col- laboration. Look for tools that retain change histories so assessors can determine how contributors shaped activities. Encourage learners to create content that can be shared publicly. Tis encourages them to consider copyright and school policies while promoting public communication. Teacher organizations have used eportfo- lios for decades to promote technological skills, self-assessment, refection and professional de- velopment. To facilitate sustainability and life- long learning, eportfolios should accommodate increased personalization. Although these ap- proaches may complicate assessment, by start- ing small, using reliable tools, increasing edu- cation on web presence and developing collab- orative artifact assignments, eportfolio eforts for sustained growth may increase. Additional research regarding the feasibility of these prac- tices in multiple stages of teacher development is needed. While researchers indicate that ep- ortfolios may hold the key to lifelong learning and inquiry (Anderson & Friesen, 2004; Hein- rich et al., 2007) more research is needed about how to increase their sustainability. Craig Shepherd (cshephe6@uwyo.edu) is an assistant pro- fessor of instructional technology at the University of Wyo- ming. His research interests focus on the use of technology to facilitate learner-centered informal and formal learning. He is particularly interested in electronic portfolios and how they infuence the documentation, management, progres- sion, and presentation of learning over time.
Stan Skrabut (skrabut@uwyo.edu) is an Instructional Technology Educational Specialist for the University of Wy- oming, College of Agriculture, Cooperative Extension Ser- vice. He has over 16 years experience working as an instruc- tional technologist and trainer. He has a masters degree in computing technology in education and is currently working on a doctorate in education. References Anderson, T., & Friesen, N. (2004). Interaction for life- long learning. British Journal of Educational Technol- ogy, 35, 679-687. 38 TechTrends September/October 2011 Volume 55, Number 5 Bolliger, D. U., & Shepherd, C. E. (2010). Student per- ceptions of electronic portfolio integration in online courses. Distance Education, 31(3), 295-314. Borko, H., Michalec, P., Timmons, M., & Siddle, J. (1997). Student teaching portfolios: A tool for promoting refective practice. Journal of Teacher Education, 48, 345-357. Burroughs, R. (2001). 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