=Paper= {{Paper |id=Vol-1358/paper2 |storemode=property |title=An Online Badging System Supporting Educators' STEM Learning |pdfUrl=https://ceur-ws.org/Vol-1358/paper2.pdf |volume=Vol-1358 |dblpUrl=https://dblp.org/rec/conf/lak/GamratZ15 }} ==An Online Badging System Supporting Educators' STEM Learning== https://ceur-ws.org/Vol-1358/paper2.pdf
  An Online Badging System Supporting Educators’ STEM
                        Learning
                       Chris Gamrat                                        Heather Toomey Zimmerman
                   Penn State University                                         Penn State University
             Learning, Design, and Technology                              Learning, Design, and Technology
                University Park, PA 16802                                     University Park, PA 16802
                     gamrat@psu.edu                                               heather@psu.edu

ABSTRACT                                                          badges can be housed as online representations within
In this paper, we investigate how a digital badging system was    private badging systems, they can also be shown on other
used as part of an informal, not-for-credit professional          websites to serve as visual representation of learners’
development project. Teacher Learning Journeys was designed       experiences to outside audiences through Open Badges
for personalized science learning for educators in K-12           standards, an initiative of the Mozilla Foundation. When
schools, museums, universities, and teaching colleges through     badges are considered as a communicative tool, researchers
employing two levels of micro-credentials: lower achievement      have been renaming digital badges as Open Badges [13].
digital stamps and higher achievement digital badges.             When shown to external audiences, digital badges can
Researchers conducted a qualitative collective case study         contain metadata visible by others (i.e., the issuer,
centered on 36 teachers; the primary data were records from       certifying agency, activity description, expertise the badge
learners’ interactions within the digital badge system;           signifies, and evaluation criteria). Thus, badges offer
secondary data came from a survey at the end of the               transparency to the assessment of individuals’
experience and two interviews with 11 focal teachers. Findings    achievements and are available for scrutiny [10]. In this
suggest the following design principles: (a) two levels of
                                                                  way, digital (or open) badges with their associated
assessment can support personalized learning, (b) mastery of
                                                                  metadata are part of people’s professional portfolios that
learning can be demonstrated and assessed through reflective
logs, (c) collaboration during and after badging activities can
                                                                  document learning, skills, and experiences in an easy-to-
provide value to the learners, and (d) establishment of           share format. Open Badges and digital badges are terms
relevance of badging experiences can support the application      used throughout the technology-enhanced learning field.
of content outside the badging system.                            Our system (described below) was designed to be Open-
                                                                  Badge compatible, but this functionality was not available
Categories and Subject Descriptors                                for learners during the study period, so we use the term
K.3.1 [Computers and Education]: Computer uses in                 digital badges in this paper.
Education – collaborative learning                                Digital badges have been used in social media and online
                                                                  games in five key areas identified by Antin and Churchill
General Terms                                                     [3]: (a) setting goals and providing feedback on goal
Design, Human Factors                                             achievement, (b) providing instruction about what activities
                                                                  are possible, (c) building a user’s reputation based on
Keywords                                                          interests, (d) serving as a status symbol and documenting
Digital badges, Open Badges, Science Learning, STEM               achievements, and (e) showing affiliation with a
Education, Professional Development, Lifelong Learning,           community. As digital badges have been used increasingly
Learning Across Settings                                          in education, three of these five gaming categorizations
1. DIGITAL BADGES IN EDUCATION                                    from above have been conceptualized as important for use
Digital badges have been proposed as tools that learners          in learning environments: (a) rewarding and motivating
can use to support short-term through lifelong learning           achievements, (b) credentialing or recognizing learning
within and across various educational institutions [10],          (with badges serving as micro-assessments), and (c) acting
[11]. We define digital badges as online representations of       as markers that learning has occurred for learners
learning experiences, which serve as micro-credentials that       themselves, the learners’ teachers or mentors, and the
document learners’ expertise and skills. While digital            learners’ peers [2], [13].
                                                                  1.1 Research Findings on Badges within
 Copyright © by the paper’s authors. Copying permitted for
 private and academic purposes.                                   Educational Systems
 In: D. Hickey, J. Jovanovic, S. Lonn, J.E. Willis, III (eds.):   While many types of educational institutions are adopting
 Proceedings of the Open Badges in Education (OBIE 2015)          digital badges, empirical research studies (qualitative,
 Workshop, Poughkeepsie, New York, USA, 16-Mar-2015,              quantitative, or design-based investigations) into how
 published at http://ceur-ws.org                                  digital badges (and now Open Badges) support learning
have only recently been published. Because the research is       badges to support self-regulation in an online STEM
new, themes on the role of digital and Open Badges in            course, Cucchiara and colleagues [8] developed interrelated
education are emerging.                                          badges, in what they referred to as a “badge ecosystem,” to
                                                                 incorporate technical and interpersonal (i.e., soft) skills.
Through an analysis of 30 badging projects funded by the
                                                                 These nontechnical badges were important aspects of the
Badges for Badges for Lifelong Learning Competition
                                                                 holistic badge offering for this project.
(funded by the MacArthur Foundation) Hickey et al. [11]
offer numerous design principles for recognizing,                1.2 Digital Badges as Pedagogical Tools
motivating, assessing, and studying learning with digital        Within the broader landscape of technology-enhanced
badges and within badging systems. Six of these design           learning research, our research interests are aligned to
principles are related to our inquiry: (1) support learners to   badges as pedagogical tools. Our perspective is that badges
set goals related to the badging activities, (2) map learning    can support learning and act as markers that learning has
trajectory through badge display pages and badging               happened. The recognition that learning has happened is
activity logs, (3) promote collaboration through the             important not only for learners, but also for their teachers
discussion of personal backgrounds and experience in the         and mentors, and their peers in the same learning
subject matter, (4) use hierarchy of badges or leveled badge     environment [2], [13]. In this way, we consider badges as
systems, which suggests learners pick interlocked content        pedagogical tools used by learners and their teachers and
and decide their level of assessment, (5) use mastery            mentors to support informal learning.
learning to focus on awarding badges to learners who
reflected on their activity and described how they might         Hickey et al. [11] have categorized the extant badging
implement it in the future—outside the badging system,           research, into various types. Given the Hickey et al.
and (6) enhance the badges’ validity with expert judgment,       typology of badging research, our analysis falls into
which asserts that master practitioners or other experts can     research with badges and research of badges [11]. This
be used to review the work of learners and to act as             means that we are considering how to improve the impact
mentors.                                                         of badges in the learners’ lives (i.e., research of badges),
                                                                 while we are also attending to the metadata within the
In research with 51 middle school pupils (seventh and            badging system to improve the badging experiences
eighth grade) who were learning science, technology,             (research with badges) [11]. Our research group has created
engineering, and math (STEM), Abramovich, Schunn, and            a series of projects to investigate digital badges as a means
Higashi [1] investigated the interaction of badges with          for increasing learners’ choices and decision making within
learners’ prior knowledge and motivation. To accomplish          and across informal, formal, and professional development
their study, the team designed two types of digital badges:      activities. Research with badges and for badges refers to
one was awarded for participation (without regard for            our intent to use badges to offer improvements for systemic
learning outcomes) and the other was awarded for                 impact such as offering a mechanism to support
demonstrated mastery of STEM skills (as an assessment).          professional development needs.
Abramovich et al. found that learners were motivated             Our project’s overarching research goal is to examine
differently by the badges. Participation-only badges were        learners’ badge-earning pathways in order to refine
earned eventually by every student and had little to no          learning theory about how the things that learners learn in
impact on learning and motivation. In the case of the skill-     one setting can be applied to another consequential setting
oriented badges, the more skill badges earned, the more          via computer tools. For example, our team’s prior work has
those learners expected to be successful in mathematics.         examined the role of: digital photography in supporting
The authors concluded that learners who earned the least         learning across settings [20], mobile computers in
number of skill-oriented badges also had less expectation        supporting meaningful conversations about science where
for STEM content learning success than those who earned          families’ prior experiences are made relevant to new
more skill-oriented badges.                                      experiences in informal institutions, [21] and
From their study, Abramovich et al. make two                     technologically-enhanced web 2.0 tools in supporting
recommendations to the design of badging systems. First,         connections from community to school [22]. Our project
they suggest that to maintain high levels of learner             here builds on our team’s prior work of designing for
motivation badging system designers include few                  learning across settings. In addition, within this badging
participation-only badges and have many skill-oriented           project, we seek to develop design principles applicable to
digital badges available. Second, based on an analysis of        improving the educational programming related to badges
survey data, Abramovich et al. suggest the provision of          and the badging system designs of badge issuers.
instructions on the criteria needed to earn a badge will also    In this analysis, we focus on investigating the following
assist to keep motivation high.                                  research question: How do learners interact with elements
While much of the research has occurred within STEM              of a digital badging system including the goal statements,
learning environments, not all badges are focused on             logs, materials submitted to earn a stamp or badge, and
STEM content. For instance, from their case study of             their mentor? We answer this question through a tiered case
study analysis of 36 schoolteachers and with the in-depth        A teacher started their learning journey by creating a TLJ
analysis of 11 of the 36 teachers. Of these 11 focal             account and writing a goal statement. While optional, the
teachers, we present a thick description of two teachers’        goal statement was used to meet goal-setting needs by
experiences—one teacher who represented a typical badge          helping the teacher to begin to articulate a learning pathway
system user and one teacher who represented an intense           [11]. Next, the teacher could review all 54 PD badging
user of badging.                                                 activities or search through them by topic or grade range
                                                                 and decide which to add initially to their itinerary. Only the
2. TEACHER LEARNING JOURNEYS                                     teacher and the research team could access each itinerary.
(TLJ) BADGING SYSTEM                                             In this section, the teacher could review the badging
TLJ was created to support teacher professional                  activities they wanted to accomplish or remove badging
development (PD) in STEM subjects for K-12 education in          activities they no longer wanted to complete.
the United States. Teachers accessed the TLJ system to
engage in STEM learning at their own pace and to meet            The teacher then could initiate any PD badging activity
their own identified needs and a level of depth that             from their itinerary by attending a webinar or engaging in
reflected the needs of the pupils in their classrooms.           other educational activities. In TLJ, no credit was available
                                                                 just for participation; the ideas had to be applied to the
2.1 TLJ’s Goal to Support STEM Learning                          teacher’s educational setting. The teacher then chose to
In the first year of the TLJ system’s operation that is          submit their materials to earn a stamp or a badge, as
presented here, educational badging options included 54          described in Section 2.3. A National Aeronautics and Space
activities related to three areas of science and engineering:    Administration (NASA) education expert was assigned as a
solar system (19 badging activities), weather and climate        mentor to the teacher based on the content area of the
(20 badging activities), and engineering (16 badging             badge. The mentor provided written feedback to the
activities). The teachers earned badges by reflecting on         teacher, which resulted in the (a) earning of a badge or a
activities that they participated in; these badging activities   stamp or (b) additional activities to be completed. The
covered a wide-range of PD activities. PD activities used in     feedback was stored in the system as part of the metadata
our badging program included synchronous webinars,               associated with their engagement with a particular activity
asynchronous discussion boards, educational media and            and could be accessed by the teacher, the mentor, and the
texts, archived online presentations by scientists, engineers,   researchers. Then, the teacher’s itinerary would change to
and education experts. Figure 1 shows one of the 20              show that the badge was earned.
badging activities in the Weather & Climate library.             After earning a badge or stamp, the teacher would have the
                                                                 option to anonymously fill out a survey on the activity,
                                                                 which gave the research and development team valuable
                                                                 feedback. The teacher would also be able to view the status
                                                                 of their badges and stamps in portfolio pages for the earned
                                                                 achievements. Additionally, any badges or stamps that
                                                                 were being reviewed by mentors were also displayed with
                                                                 the text pending superimposed on the badge image. The
 Figure 1. The Remote Sensing badging activity within            teacher could also review their work in the log section. This
          the weather and climate topic area.                    feature of TLJ acted as a blog-style page that captured each
                                                                 entry the teacher made for the activities completed as well
2.2 Features of the Badging System                               as any additional evidence they uploaded for review by a
Teachers were introduced to the system through an                mentor or that they wanted to be included in their badging
instructional video created by the principal investigator of     portfolio.
the project. This video elaborated on badges and each of
the functions available. Also, teachers were invited to use      2.3 Features of the TLJ Stamps and Badges
as many of the available badging PD resources as they            An important feature of the TLJ badges was that they were
wanted.                                                          leveled [11]. Once teachers selected the PD badging
                                                                 activities from TLJ, they controlled their level of
The TLJ badging system was developed utilizing a travel          engagement with the topic by adjusting the type of micro-
metaphor. TLJ helped teachers to set their unique learning       credential sought for learning —	
  a TLJ stamp or TLJ badge.
goals for their badging journey, find relevant badging
                                                                 A TLJ stamp reflects the teacher’s need for a more cursory
activities to support their goals, compose a log of their
                                                                 engagement with and consequent assessment of an activity.
experience for the activity that could be submitted to earn
                                                                 The stamp is the lowest level badge. A TLJ badge is earned
badges, receive feedback from an expert as they continued
                                                                 for a higher level of mastery and shows a more in-depth
their journey, and store all of their badges
                                                                 engagement with not only the STEM concept but also with
(accomplishments) in display pages styled to be similar to
                                                                 applying the STEM concepts to the teachers’ professional
that of the stamp inside of a passport.
                                                                 settings. The TLJ badge is the highest-level badge, and for
                                                                 the sake of clarity in the paper, we will only refer to the
highest level of badges as badges; the lower level will be         cultural tools to mediate STEM meaning-making for
referred to as stamps.                                             teachers along the dimensions of collaboration,
                                                                   authenticity, and personalization, as described below.
To illustrate the difference between badges and stamps, the
PD badging activity, Scale Models: The Earth-Moon                  3.2 Dimensions of Mobile Learning
System in the Solar System is a good example. This Scale           Environments
Models activity has three options for teachers: (1) the            Our TLJ research and development was guided by a
entry-level activity is earning a TLJ stamp (Figure 2 left);       framework for mobile learning [8] because TLJ was
teachers attend the webinar and write one brief reflective         intended for use by learners as they moved across social
post, (2) a higher level of mastery means earning a TLJ            and technological settings—in their schools, homes, or
badge (Figure 2 right), teachers also attend the webinar but       communities accessed by desktops, smartphones, tablets,
they write a full lesson plan on incorporating the content         and other computers. While our prior work focused only on
into classroom activity, or (3), teachers can earn both the        the personalization dimension of mobile learning [9], this
TLJ stamp and badge for this Scale Models activity by              analysis focuses equally on authenticity (also referred to as
meeting both the stamp and badge criteria. To make the             relevance), collaboration, and personalization because
stamp and badges visually distinct, the stamp was given a          when related to teacher PD, these three learning dimensions
design akin to a passport office rubber stamp and the badge        address the prior critiques of ineffective PD [5] and show
an embroidered patch as shown in Figure 2.                         what is possible through digital badging systems.
                                                                   3.2.1 Authenticity
                                                                   In the Kearney et al. model [14], authenticity is a mobile
                                                                   learning dimension comprised of two subcomponents:
                                                                   contextualization and situatedness. Contextualization is
                                                                   high when a learner is exposed to learning situations that
                                                                   are perceived to be realistic or relevant [4] to their personal
                                                                   or professional life. By making use of TLJ, teachers focus
                                                                   on the specific PD badging activities that are relevant to the
                                                                   topics and grade levels that they are teaching. This helps
                                                                   teachers create an authentic context for the badges available
                                                                   through the TLJ system. Situatedness is high when a
 Figure 2. A TLJ stamp (left) and a TLJ badge (right).             badging learning experience is related to or within a
3. THEORETICAL FRAMEWORK                                           community of practice [19]. This can be a full participation,
To support our analytical work, our theoretical framework          such as engaging in conversations with the fellow STEM
considers bringing together the concept of cultural tools          teachers, or the engagement can be a peripheral activity,
from sociocultural theory [18] with three dimensions of            such as observing discussions of the high-engagement
mobile learning [14] (i.e., authenticity, collaboration, and       webinar participants. This can also relate to the value of
personalization). As such, we examine how badges and the           badge as status to the community of practitioners within
badging system acted as cultural tools to mediate the              which the teachers are engaged [2], [3], [13].
teachers’ learning in regard to authenticity to relevant           3.2.2 Collaboration
STEM teaching and learning in K-12 schools, collaboration          With the emphasis of socio-cultural considerations,
with other teachers and mentors, and personalization to            cooperative, communicative, and collaborative efforts to
their educational setting.                                         support meaning-making are included as a dimension in the
3.1 Cultural Tools to Mediate Learning                             Kearney et al. [14] framework for mobile learning.
Vygotsky’s [18] work in sociocultural theory maintains that        Collaboration is included in this framework to permit
learning requires people to use cultural tools with the help       learners multiple opportunities to articulate their
of experienced others. Cultural tools are artifacts such as        understandings as they engage with others in shared
physical objects, conceptual symbols (including language),         meaning-making experiences. Conversation, both verbal
and representations that people use within goal-directed           and written, provides for a valuable ongoing exchange of
actions [13]. For example, within studies of technology-           ideas that support the development of STEM teaching
enhanced learning, Cole [7] describes three kinds of               practices. In addition to shared meaning-making,
artifacts that serve as cultural tools: (a) physical objects       collaboration is meant to include the exchange of
(e.g., a computer, calculator, or hammer), (b)                     information between learners and between learners and
representations and ways of acting, and (c) imagined               mentors. Through providing collaboration, cooperation, and
artifacts (e.g., games and art). In this way, cultural tools are   communication opportunities, badge system designers can
the set of resources available to members of a cultural            encourage the learners to become more connected with
group to mediate meaning-making. In our work, we                   each other and share experiences. In the case of TLJ, this
consider how the badges and the badging system served as           sharing goes beyond STEM content to also include
information about student learning, needed resources (e.g.,       in each category of 0–5 years, 6–15 years, and more than
favorite web links), and even lesson plans that work within       15 years of work experience. The research participants
local contexts.                                                   came from the United States but with the majority in the
                                                                  eastern and central US regions.
3.2.3 Personalization
Personalization is a dimension of mobile learning that            4.2 Data Collection
allows for learner-centered education because learners can        Four different types of data were collected during year one:
customize many factors related to their learning. Kearney et      (a) the 36 participants’ stamp and badge logs and goal
al. [8] refer to personalization as a concept that supports the   setting statements (n=183 user-generated documents,
“just enough, just-in-time, just-for-me” aspect of mobile         including stamp and badge logs and goal statements), (b)
learning which can allow learners to create their own             online year one evaluation survey (n=29, 80.5% of total),
pathway of learning. Agency [15], [17], a subcomponent of         (c) online activity evaluation surveys for each complete
personalization, is high when a learner is able to negotiate      badge or stamp activity (n=76), and (d) pre- and post-
and make decisions about their own education, such as             interviews with 11 preselected teachers. These data types
what subject matter to take and what goals to set. The            are described in-depth below.
dimension of customization furthers personalization by
allowing the learner to select what they need to meet their       4.2.1 System Logs and User Generated Documents
personal and professional goals. TLJ offers teachers the          The system logs captured all user-generated documents.
ability to both set their learning goals and to meet these        The system logs also captured when a teacher added a
goals by navigating through and choosing from available           badging activity to their itinerary and the recognition
PD activities. Each activity is a smaller part of what might      (stamp, badge, or both) that they received for it.
normally make up a larger workshop or course. This allows         4.2.2 Summative Survey and Post-badging Surveys
teachers to customize what they spend time on to meet both        A 13 question electronic survey was sent out as a
their personal needs and the needs of their workplace (and        summative evaluation at the end of year one to the 36
pupils). While the field of educational technology might          participants. The response rate was 80.5%. The survey
also use the term personalization to refer to personalization     captured opinions on the overall experience with TLJ as
offered through data mining patterns generated by an              well as possible future improvements. The activity
intelligent computer system, here, we use the term                evaluation surveys were made available upon completion
personalization to refer to providing teachers with the           of any badging activities. The activity surveys were
agency and the ability to customize.                              intended to understand the perceptions of value and quality
4. METHODOLOGY                                                    of the individual activities and to determine if any activities
The purpose of this paper is to understand the learners’          needed significant revision for year two of TLJ.
experiences with and through TLJ. We seek to use learner          4.2.3 Pre- and Post-Interviews with Focal Teachers
badging artifacts and interviews to understand how the TLJ        For the interviews, 11 teachers were strategically selected
teachers interacted with elements of a digital badging            by the categories shown in Table 1. The pre- and post-
system including the goal statements, logs, materials             interviews were conducted over the phone. Each interview
submitted to earn a stamp or badge, and their mentor.             lasted 45 minutes to one hour. The questions were focused
Hickey and team [11] have categorized the funded research         on perceptions of TLJ and other experiences with features
(both completed and in progress) into various types; our          of the badging environment and included: “Did you find
research falls into the category of ‘research of badges’          value in setting a purpose statement for your learning
where researchers “study the badge system’s impact and            journey?” “Did you find the itinerary an easy way to keep
integration into learners’ lives” (p. 57). Often, research of     track of your professional development activities? and “Did
badges use includes interviews, surveys, and data mining          you find value in the feedback you received from the
[11], and as such, our research follows those norms.              education specialists that reviewed your badging logs?”
4.1 Research Participants                                         4.3 Case Study Structure
Teachers were recruited from partnering organizations,            The research team designed a strategic case study [16] at
with the assistance of the National Science Teachers              three levels. At the first level of the case, the badging
Association and NASA, via listservs and emails. Teachers          records of all 36 teachers from year one were considered.
at all levels in all kinds of educational institutions were       This level of analysis was investigated through the data
invited to participate in this professional development           collected by the activity surveys, the post-TLJ survey, and
experience. Teachers were not compensated for                     the system logs. Second, a more fine-grained analysis
participating. All teachers who expressed interest were           examined 11 teachers who completed pre- and post-
accepted in the study, but only the 36 teachers who earned        interviews for year one of TLJ (shown in Table 1). These
at least one stamp or badge in year one were included in          interviews with teachers were used to ensure that out-of-
this analysis. The majority of research participants were at      badging data were used to enrich the analysis. To
the elementary or middle school levels—with nearly a third        understand learner intention and learner background, these
teachers serve to help contextualize the TLJ badging            badging system—in their classrooms, in their schools, and
system in greater depth.                                        in their lives.
  Table 1. Matrix sampling for 11 pre- and post-TLJ             The analytical process began by iteratively reading the
                     interviews                                 records of 11 teachers who participated in the interviews.
                                                                We made this choice because we had data from outside the
      Work             Elementary         Middle School
                                                                TLJ system about their interests in badging, the STEM
    experience           Teacher            Teachers
                                                                content and their workplace conditions. The interviews
                        2 teachers         2 teachers           focused on the teachers’ experiences earning digital badges
    0–5 Years             (Lucy,           (Deborah,            and stamps, using the online badging system to support
                        Annmarie)            Cindy)             learning, and how the overall TLJ experience connected to
                                                                their educational institution.
                         1 teacher           2 teachers
   6–15 Years                                                   As we read the 11 teachers’ goal setting statements, badge
                         (Nancy)            (Lily, Zoe)
                                                                activity logs, and interview transcripts, we applied codes
                                                                for personalization, collaboration, and authenticity. First,
                        2 teachers          2 teachers
                                                                the coded excerpts were examined within each case (e.g.,
    15+ Years          (Erin, Hazel)      (Barbara, Sally)      one teacher’s experiences). Second, the coded segments
                                                                were compared and contrasted within an Excel spreadsheet
                                                                to understand patterns within the badging experience of the
Third, at the most fine-grained level, we sought to elucidate   11 focal teachers. We used the analysis of the 11 teachers
learners’ complex interactions with the badges, stamps, and     to strengthen our coding book and to develop preliminary
the badging system within TLJ. To conduct this in-depth         analytical insights before moving to the third step of the
analysis, two teachers were selected — one as an example        analysis. In the third analysis step, we examined the logs
of average engagement in TLJ and the other as an example        from earning badges and stamps and goal statements from
of high-level engagement in TLJ. These two teachers were        all participating 36 teachers. By looking at the full dataset,
strategically sampled as the typical user and the extreme       we were then able to find examples and counter examples
user. The first participant, Barbara, received a total number   of our themes. We then turned to the activity surveys and
of stamps and badges similar to the year one average. The       summative surveys to compare the trends from the
second participant, Sally, completed more than double the       teachers’ logs and reflections to survey responses.
average teacher. In this way, our examination includes both     Throughout the analysis process, we relied most heavily on
a typical learner (Barbara) and a heavily involved learner      the badging activity logs and the goal setting reflections.
(Sally, see Figure 3). Both Barbara and Sally agreed to         However, the interview data and survey responses allowed
participate in year one as part of their summer professional    us to triangulate our findings and to ensure we understood
learning and expressed enthusiasm when getting started.         the teachers’ experiences from their perspectives.
They were selected in order to focus on two people with
similar backgrounds, yet they experienced different             5. FINDINGS
learning journeys given their interests, expertise, and         In this section, we answer our research question about the
personal goals as described in Section 4.4.                     kinds of interactions learners had with the elements of the
                                                                TLJ badging system. Overall, the learners, who in this
                                                                study are teachers, reported an estimated average of 13.4
                                                                hours (range 2 to 40 hours) of engagement with TLJ
                                                                activities during the summer. We first describe the way that
                                                                the full group of 36 teachers used TLJ’s various
                                                                components, with explanatory details from the 11 interview
                                                                participants, especially the focal case study educators:
                                                                Barbara and Sally.
  Figure 3. Case study participant Sally’s stamps and           5.1 Learning Organized by the Itinerary
                        badges.                                 Each participant’s journey began with writing a personal
                                                                learning goal statement, which allowed support for teachers
                                                                in their personalized learning experience. In particular, it
4.4 Data Analysis                                               helped in identifying the badged activities they would want
The team conducted an analysis of the TLJ experiences of        to complete over the summer and add them to a personal
the 36 teachers that participated within the year one           itinerary. As Table 2 shows, learners identified over half of
implementation, which was run from June to August 2012.         the activities that they wanted to complete at the start of the
Our analysis focuses on understanding learners’                 experience, yet completed very few. Across the 36
experiences within the TLJ badging system and how these         teachers, 221 activities were picked during the first few
experiences could be useful to interactions outside the         weeks of the program, but only 11 were completed. Time at
the beginning was spent exploring and planning for the         PD they needed in order to meet their personal goals. By
options within the badging system, rather than earning         examining Barbara and Sally’s goals, selections, and
stamps or badges. This supports the motivating learning        completed PD, we found that their focus was narrow when
principle to set goals described by Hickey and colleagues      compared to other teachers that completed at least one
[11]. During year one, teachers were able to consider their    stamp. From these findings, we can tell that support may be
goals through drafting a focused statement and then            needed to help teachers in identifying focused and
creating a learning trajectory [11] for themselves by adding   manageable learning goals.
activities to their itinerary. Table 2 also demonstrates
fluctuations in the engagement in PD over the time of the      5.2 Choosing a Stamp or a Badge
first year of TLJ.                                             Personalization was also clear when analyzing the topics
                                                               that learners selected. Our earlier work found that teachers
   Table 2. Stamps and badges completed versus the             most often sought the entry-level stamp as micro-
       potential activities the teachers selected              credential, rather than a badge [9]: the 36 participating
                                                               teachers earned 133 stamps (86.4%) and 21 badges (13.6%)
                          June    July   August     Total      across the three STEM content areas. We posit that by
              Selected     221     176      29       426       providing teachers the ability to make decisions about their
  All 36
                                                               assessment (high or low levels of mastery) provided them
 Teachers    Completed      11     109      34       154       the flexibility to personalize their PD to align with their
                                                               existing and desired expertise teachers needed for
              Selected      4       3        0        7        successful teaching. The total in Table 2 is compared to
   Sally                                                       Barbara and Sally’s experiences with TLJ and demonstrates
             Completed      1       8        0        9        a wide discrepancy in selected activities to do and those
                                                               completed. While Barbara and Sally completed nearly as
                                                               many activities as they selected for their itinerary, this is
              Selected      5       2        0        7
 Barbara                                                       not the case with the overall 36 teachers. The full group
             Completed      2       3        0        5        demonstrated that the teachers selected many more than
                                                               they were able to accomplish in the summer of year one.
                                                               This may provide additional reasoning for creating leveled
As evidenced by Sally and Barbara, setting more specific       [11] badges. By offering lower-stakes or smaller
and attainable goals may support teacher focus while           granularity badges, learners may be able to select and
exploring, selecting, and completing PD activities. Barbara    complete more of the badges that they’ve identified as
focused her goals on engaging her specific class and grade,    relevant to their learning.
stating that she wanted “to learn new and innovative
approaches to teaching the solar system to my sixth grade      Personalization was not just in the topic area but in the
students which will allow them to become more interested       approach to PD. Barbara and Sally each worked
and excited.” The PD that Barbara completed for stamp-         exclusively on one topic. Barbara worked on solar system
level recognition was mostly centered on using technology      activities and began by exploring PD related to a general
in the classroom. In her initial interview, Barbara’s          understanding of planets, next focused specifically on
emphasis on finding innovative teaching tools was              Mercury for three activities, and then returned to more
synonymous with using technology in the classroom. In the      general solar system PD again. Sally chose only weather
end, Barbara completed five Solar System stamps.               and climate activities. Her selection was similar to
                                                               Barbara’s where she would vary her content focus. Sally
Sally wanted to focus on increasing her personal               chose PD activities with a fairly consistent alternating
knowledge to “assist my students in understanding of how       pattern between weather and climate content. Sally reported
the cycling of matter in and out of the atmosphere relates.”   she was initially not enthusiastic about teaching weather
Many other educators, like Sally, used their goal statements   and climate science in class, but she felt strongly about
to demonstrate an interest in helping their pupils to          finding activities within the TLJ that would energize her
improve. However, Sally’s goal was more specific with          and support her to feel more prepared to work with her
regard to content and improving her knowledge. It is clear     middle school classes. Barbara also expressed interest in
to see that Sally’s learning goal was exactly what she         finding solar system PD activities in order to help her
pursued in TLJ content. All of the PD that she received        prepare for her lessons in the upcoming school year.
recognition for was in the category of weather and climate,
which aligned with her goals. At the end of year one, Sally    5.3 Activity Logs
completed six Weather & Climate stamps and three               To earn a badge or a stamp, teachers had to write and
Weather & Climate badges.                                      submit an activity log. The teachers’ activity logs consisted
                                                               of their explanations of how, when, and where the TLJ
During their post-interview, both Sally and Barbara            badging STEM materials will be used to enhance pupils’
commented that they saw value in setting purpose               learning in their university, school, or museum. For these
statements because it helped them think critically about the
teachers, the TLJ content not only filled a gap in STEM          provide opportunities for her pupils to discuss in class other
resources as discussed above, but TLJ activities were used       topics, such as climate change and land formations.
to transform current teaching practices. Teachers discussed
how the TLJ material could be used to meet specific needs        5.4 Mentor Feedback on Activity Logs
of their pupils. Nancy earned six Solar System stamps and        In order for a teacher to receive recognition for completing
one Weather & Climate stamp. In her activity logs, she           a PD activity, a reflective log was submitted for review.
wrote about the unique learning needs of individual pupils       These required logs for completed PD also provided an
and used TLJ resources to help those diverse pupils enjoy        opportunity to make professional learning an authentic
interactive activities. For example, Nancy commented,            learning experience. Sally made use of her reflections as
“[TLJ] helped me absorb the information….If it was useful        write up for other colleagues in order to share the resources
for me, then it would be useful for learners in classroom        she found. Barbara reiterated the value of the reflections as
environments.” Nancy, like many other teachers in our            a reminder for what worked and what did not for her class.
dataset, was not only looking for quality content in the         Both Sally and Barbara made use of the logs to make direct
badging activities for her own learning, but in her activity     applications to their own teaching.
log, she carefully considered how the delivery and               The NASA education experts within TLJ that acted as
activities of the STEM content would work in the diversity       mentors frequently provided feedback to learners related to
of her class.                                                    the submitted logs for the badging activities. This feedback
Erin was one of the most robust TLJ users; she completed         often included suggestions related to the topic, common
eight Engineering stamps; four Engineering badges, two           STEM misconceptions they or their pupils may face, and
Weather & Climate stamps, one Weather & Climate badge,           pedagogical approaches appropriate to the STEM content
and one Solar System stamp. In her activity logs, Erin           presented. Barbara described her experience with the
described how she could supplement the TLJ materials to          feedback as offering “really great suggestions.” This
bridge the gap for pupils who had little exposure to the         dedicated support from these expert educators supports
content or to challenge more advanced pupils. To earn her        TLJ’s effort to enhance the credibility of the badging
seven stamps, Nancy wrote in her activity logs how she           activities with experts employed [11] with respect to the
would adapt the TLJ content for the younger elementary           evaluation of logs and the awarding of badges and stamps.
pupils in her classroom. Specifically, Nancy developed           5.5 Collaboration during PD Activities and
lesson plans that incorporated the detailed NASA images
and simulations in her teaching. Nancy also reflected on         after PD Activities were Completed
how she would use the materials from the badging system          Discussions were supported through the use of TLJ
to engage her pupils more fully in the STEM content. She         webinars, which allowed the teachers to communicate with
wrote, “students who are not highly motivated in science or      other teachers and with teacher educators. This
mathematics and students who are not challenged enough           communication was short-duration (1–1.5 hours) and done
through the use of engineering processes would enjoy the         over an internal chat program that was available to all
interactive activities if they are implemented and facilitated   participants. However, it still provided benefits for teachers
effectively.”                                                    that did not know each other prior to the webinar. For
                                                                 example, in her post-interview Barbara describes her
Through the TLJ activity logs, the teachers often wrote          interest in having the opportunity to discuss what might
about the topic of inclusion and of a student-centered           work in their classrooms as evidenced by forming teacher
approach. Zoe described herself as a learner who enjoys          cohorts in order to provide an on-going channel for the
hands-on and visually rich instruction in her logs. Zoe          exchange of dialogue and artifacts such as lesson plans,
completed two Solar System stamps. In her log, she wrote         student collected data, and feedback. Cohorts within TLJ
that she liked “how all the activities presented are hands-on    could provide teachers with long-term opportunities for
and visual to reach a variety of learners. If the students are   discussion and collaboration. Long-term benefits for
able to see it and manipulate it they are more likely to learn   teachers could include a chance for sharing successes,
it.” Barbara wrote that an activity was just “okay” for her,     identifying ways to improve, and developing shared lesson
but then after trying to “put myself in my 6th grade             plans. Short discussions provided benefits for teachers as
students’ shoes and see how they would respond,” she             well, such as learning how each teacher approached a
concluded that with the help of some supplemental the            lesson differently, but could also lead into a longer term
activity would be “a great listening activity.”                  engagement. For example, in one of her logs Erin writes
Lily used her logs to reflect on how she would use projects      about attending an engineering webinar, describing how
and classroom discussions in her upcoming school year.           each teacher took a turn in discussing the activity, and then
Lily wrote logs to earn one Solar System stamp, two              how she later connected with some of these teachers
Engineering stamps, three Weather & Climate stamps, and          through another online resource for STEM educators.
one Weather & Climate badge. She intended to use the             While the full TLJ analysis of the 36 teachers showed
information that she learned within the badging system to        evidence that all the teachers valued the collaboration.
                                                                 When surveyed about future social and collaborative
functionality for TLJ, 67% of the survey participants —the      5.6 Relevance of Badging Activities to Life
second most popular response—agreed with the statement:         Outside the Badging System
“I would like to be part of a cohort of teachers similar to     The PD that TLJ provided allowed for personalization that
me that I could work within online workshops and other          resulted in reports of relevance and authentic practice.
activities.” More specifically, the cases of Barbara and        Teachers were given the opportunity to submit feedback for
Sally illustrate the nuance in the existing opportunities to    each completed activity and among the 76 responses, 96%
collaborate via synchronous or asynchronous conversations       either agreed or strongly agreed to the statement “this
with other teachers. For example, Sally stated that while       activity is relevant to my teaching.” Across all the teachers’
she did participate in discussions, she was equally happy       responses to the post-survey, 93% agreed that the TLJ
being an observer of the other teachers’ exchanges. When        experience influenced their teaching for the upcoming
asked about future collaborative opportunities, both            school year. In addition to the PD content, the activities
teachers wanted more opportunities to engage in                 were also structured to require a reflection where teachers
discussions like those in the webinars. Barbara further         in some way consider how they might apply what they have
elaborated that she would like to continue the PD activity      learned back to their classroom.
discussion later with others that completed the activity in
order to share what worked and did not work when trying         Within the case study analysis, Sally explained she was
to implement the lesson. While the analysis of data only        able to find relevance with TLJ by being able to “hunt and
demonstrates relatively short duration collaboration, future    choose” among all the PD activities to find what best meets
iterations of TLJ would benefit from badges designed to         her needs as a middle school teacher. While Barbara shared
support opportunities for peer modeling similar to that         the resources she found with her partner teacher to make
made available in the work of Ching and Hursh [6].              use of them in their lesson plans. Since starting to share
                                                                these resources, Barbara moved closer to making her TLJ
The collaborative aspects of TLJ reached into the teachers’     experiences situated within her district’s teaching
work with their pupils. The teachers reported incorporating,    community. In addition to engaging smaller professional
or the intention to incorporate, materials from the TLJ         communities, such as the school and district level, the
badging activities in their classroom to support the            teachers in our study contributed to an educator online
development of collaborative skills in their pupils or with     learning community that was supported by TLJ and can
their peers. These collaborative aspects were reported to be    help to promote exchange between teachers from all across
included within pupils’ group projects, classroom               the country. Through itineraries and logs, teachers are able
discussions, and on the teachers’ websites for use with         to map their own learning trajectories [11] of past and
pupils and parents. Erin, as a leader in her own STEM           future learning which may help learners to visualize their
school, needed enhanced PD that covered content beyond          badge experiences and learning over time.
the standard science curriculum, given the special emphasis
on STEM in her workplace. Erin wrote in her logs how the        For the teachers in our study, the earning of the actual
TLJ materials were already successfully incorporated into       stamps and badges was secondary to the learning of the
training that she facilitated for other teachers during the     STEM content area. For example, Barbara and Sally
summer that emphasized collaborative skills. In addition to     described the stamps and badges as “nice” but “not
Erin, other teachers wrote in the activity logs that they       necessary” respectively. These two teachers were interested
would share the resources from the TLJ activities with their    in the content for their own personal goals, as well as
colleagues.                                                     professional goals. Barbara wrote: “the big value is in the
                                                                activities themselves.” This finding demonstrates that the
While designed to support both asynchronous, independent        value of these awards of completion is currently not evident
learners, as well as groups of learners, these findings         to the general educational community. Both collegial and
further support Hickey and colleagues’ recommendation to        competitive benefits can be gained from improving a
promote collaboration [11]. Collaboration was an important      teacher’s ability to showcase their accomplishments and in
theme among the teachers’ logs. Teachers wrote about            the future, researchers and educators working on badging
collaborating with local universities (Lily and Erin), a        need to make the value of badging clearer to school
principal (Erin), and other teachers (Anne Marie). Teachers     districts, employers, policymakers and other opinion
appreciated the feedback provided in TLJ by their mentor,       leaders. However, the overall opinion of badges and stamps
and with this support, teachers felt confident enough to take   was favorable as evidenced in the post-survey (Figure 4).
on larger projects like science fairs (Lily), science           When asked to select as many of the following forms or
academies, and leadership roles relating to their own           recognition you would like to receive for recognition of
schools PD (Erin). As teachers engaged in a community of        your work in TLJ, teachers ranked badges and stamps as
learners, it was most often through professional learning       highly as continuing education credits (CEUs) and below
opportunities arranged with peers in their district or school   printable portfolios and letters of recognition. In this
building, as exemplified by Erin’s experience.                  regard, future redesigns of TLJ may include a portfolio
                                                                with stamps, badges, and details describing the learning
                                                                goals of the PD. Portfolios like this can then be shared with
colleagues, administrators, parents of the children in their      learning. Many wrote or spoke in their interviews that they
classroom, or even friends and family who are interested in       found the direct application of TLJ materials to their
STEM topics.                                                      classrooms and customization of the activities through TLJ
                                                                  logs meaningful parts of the badging experience. The
                                                                  importance of making connections from the badging
                                                                  materials to their own learning and that of their pupils was
                                                                  especially compelling in the excerpts from Sally’s and
                                                                  Barbara’s interviews and logs. Collaboration was a key
                                                                  aspect of the TLJ badging system because the teachers
                                                                  shared experiences and education resources with other TLJ
                                                                  teachers, teachers in their educational institutions, and even
                                                                  the pupils and parents that they served. The logs and
                                                                  interview data showed that TLJ provided opportunities for
                                                                  teacher dialog that was relevant to their work
                                                                  environments. Importantly, our data showed that the
 Figure 4. The types of recognition preferred by the 36           badging activities allowed the TLJ teachers to share lesson
              TLJ research participants.                          plans in relation to how the engineering, solar system, and
                                                                  weather and climate content could be made relevant to the
6. DISCUSSION                                                     lives of youth.
This analysis focused on the experiences of 36 teachers in
TLJ in regard to how TLJ badges and badging system                6.2 Methodological Implication for Studying
served as a cultural tool to support STEM learning in             Badging Systems with Metadata
relation to dimensions of personalization, collaboration,         As part of our research with badges [10], we developed
and authenticity (i.e., relevance). Our project was oriented      techniques for studying the impact of the badging through
to understanding learners’ badge-earning trajectories as a        the data and metadata contained in the badging system
lens into (a) the refinement of mobile learning theory that       itself. Given that digital badging is an emerging technology
aims to support learners’ reflective activities and self-         without many empirical guides to studying badging
expressed goals and (b) the development of technology-            impacts, an important outcome of our work for the field of
enhanced learning practice through the distillation of            technology-enhanced learning is to consider which forms
design principles applicable to badge issuers in improving        of data were useful to our analysis. Most importantly, we
their educational programming and instructional design            found that no one data source served our research needs.
decisions. To reflect our goal, this final section is divided     The ability to triangulate the badging experience of learners
into three parts. The first subsection reflects on how the        in TLJ with the multiple data sources (i.e., pre- and post-
activities supported or did not support learners’ reflection      interviews, activity surveys, summative survey, goal-setting
and personal or professional goals obtainment. The second         statements, and badging logs) helped to support how
subsection considers methodological implications for              teachers used badges for STEM learning and PD. We also
studying learning with and of badges. The final section           found that collecting data at the start, during, and at the end
returns to our orienting design principles [2], [3], [11], [13]   of year one helped elucidate the learning journeys as
to advance the field of technology-enhanced learning              teachers’ experiences with badging grew over time.
understandings of badges as cultural tools to mediate             Collecting activity logs and activity surveys immediately
STEM learning.                                                    after each activity was completed was especially important
6.1 TLJ Activities in Support of Learners’                        to attending to any redesign work that was needed for year
                                                                  two and beyond.
Personal and Professional Goals
From our analysis of interviews, summative interviews, and        We also found the following data was missing that would
badging activity logs, TLJ teachers found themselves in           have helped our work. During year one of TLJ, we did not
decision-maker roles to personalize their STEM learning.          collect the feedback from the mentors. This could have
TLJ teachers first selected their learning goals and then         helped the research team to better understand how and if
they identified personally applicable badging activities that     teachers were taking this feedback into account in badges
they believed best met their own goals. By providing              completed afterward. Moreover, this study would also have
options to the teachers, the TLJ educators explored STEM          benefited from the collection of data related to
content at depths and breadths that matched their                 collaborative engagement between the learners and the
individualized expertise, teaching experience, and                experts and among learners while engaging in more
classroom needs. For our interviews and activity logs, we         synchronous webinar badge activities, including capturing
know that this is important to not only their professional        chat logs and other forms of communication between
learning but to their personal satisfaction with the TLJ          teachers. This would have helped the research team to
badging program. All the teachers wrote that they found           explore how learners supported the learning of their peers
benefits in making choices to personalize their STEM
through a more in-depth focus on collaboration and the role     in the PD activities. Given the success and the popularity of
of conversations to support learning.                           these prompts, this structure could be repeated by TLJ in
                                                                other aspects of the design. For instance, specific questions
6.3 Implications for Future Design Work                         could be asked as part of the reflection logs that were
While we had a relatively small dataset of 36 teachers, our     required to be submitted to earn a stamp. More clearly
work is suggestive of several design principles for digital     incorporating specific prompts and supporting framework
badges that can be refined through future data collection       into the structure of each badge or stamp activity, we posit,
and analysis. First, the teachers in our full sample (and 11    could help to support teachers to reflect on certain aspects
focal teachers) personalized their badging experience in        of their learning or future use of what they have learned
two key ways: selecting specific badging activities and then    thus making their experience more authentic. Being able to
choosing an appropriate level of assessment (stamps,            focus on a few parts of their learning may help to provide
badges, or both) for their own expertise, goals, and            an even more favorable experience with required
classroom needs. This aspect of the design was highly           reflections by all teachers.
valued by our research participants across multiple data
sources. In order to support additional personalization in      7. CONCLUSION
future iterations, we will continue to use goal-setting         In this paper, we explored the utility of combining
purpose statements in the initial goal-setting section of our   perspectives on technology-enhanced learning, cultural
work as well as at least two levels of assessment. Our          tools, and mobile learning frameworks to design and study
findings from some teachers suggest that goal setting could     digital badges with K-12 teachers. From our analysis of the
be improved by providing examples to help guide the initial     experiences of the teachers that participated in the project’s
creation of goals that are attainable, specific, and focused    first year, we suggest that future badging systems collect
and possibly by encouraging teachers to rework their goal       multiple forms of feedback (or data) from participants to
statement after a certain number of badges were earned. As      support meaningful understanding of the badging system.
shown in Table 2, the teachers selected many more               We also found that including choices in the types of
activities than they could have completed in the time that      content, the types of assessment, and the pathway sought
they allotted for themselves over the summer. Also, the         was important to our participants in terms of
teachers selected many more activities than they could have     acknowledging their expertise, interests, and classroom
completed in the time that they allotted for themselves over    needs. These finding support the following design
the summer. To address this finding, rather than asking         principles: (a) two levels of assessment (i.e., stamps and
learners to rework their goal-setting statements after a        badges) can support personalized learning, (b) mastery of
certain number of badges are obtained, the system could be      learning can be demonstrated and assessed through
designed to automatically send out reminders asking             reflective logs completed to earn a badge or stamp, (c)
learners to revisit their set goals at specific periods.        collaboration during and after badging activities (with
                                                                colleagues within the badging system and outside of it) can
Given that many teachers, including Sally and Barbara,
                                                                provide value to the learners, and (d) establishment of
expressed interest in collaborating with others as they
                                                                relevance of badging experiences to professional practice
earned badges, more long-term collaborative opportunities
                                                                can support the application of content outside the badging
can be designed into the content in our next design
                                                                system after the recognitions are earned.
iteration. For instance, creating cohorts or other groupings
could provide people with the ability to discuss their          8. ACKNOWLEDGMENTS
badging learning experiences. This cohort model would           The development of the TLJ system and this research
allow learners to exchange information such as data             project were partially supported by the NASA Aerospace
collected by their classroom and pedagogical approaches         Education Services Project and Penn State University’s
that have worked in a particular lesson. These cohorts could    Center for Online Innovation in Learning. The authors
be set at the start of the experience or after so many badges   express appreciation to the participating teachers for
are earned to create groupings of people with similar           participating in our research project. We acknowledge team
STEM content experiences. These collaborations might            members Kyle Peck and Jaclyn Dudek for their
also be supported by using the TLJ system to allow              contribution to the development of the TLJ system and for
teachers to create their own groupings or to match              their scholarly conversations about badges as pedagogical
geographically located teachers together.                       tools.
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