map-based data visualization instructional design project

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    Instructional Design Project: Map-based data visualization

    Part 1. Topic

    Goal statement:

    Students will learn how to create effective (geographic) map driven news stories so asto support capstone project execution.

    Audience description:

    The audience for this instruction is undergraduates at Lafayette College enrolled in atraditionally taught Film and Media studies course entitled Visualizing Information.

    Part 2. Analysis Report

    Need assessment survey:

    With our needs assessment survey we were not only seeking to assess learner needs,

    attitudes and past experiences, but also trying to build enthusiasm and allay potential

    fears regarding the topic of data visualization.

    Based on first-hand experience with the students relative to the adoption of othertechnology in the course and discussion with the instructor, it was evident prior to

    deploying the survey, that this would be a subject matter that few of the learners had

    any experience with.

    The questionnaire was intentionallydesigned in Typeform as this was a tool

    the learners had previously utilized in thecourse and we were seeking to reinforce.

    Typeform was also chosen because of itsclean design and ability to easilyaccommodate visuals. We wanted to

    include visual examples to help explainthe concepts we were asking about and

    to generate some cool factor.

    The questionnaire mainly focuses on assessing prior knowledge/experience with datavisualization and related tools, but also included questions designed to assess attitudes

    towards the topic. Furthermore, we probed for specific data visualization capabilitiesthat students would like to acquire by asking them to provide the link of a news story

    visualization that they would like to be able to create

    A complete set of screenshots from the learner survey can be found in the appendix.

    The actual survey can also be accessed via http://tinyurl.com/p27vhvh

    Note: The needs assessment questionnaire addressed the broader topic of data

    visualization. This ID project was subsequently focused on map driven news stories.

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    Part 2. Analysis Report (contd)

    Needs assessment data:

    Out of 21 enrolled students, we received 15 responses to our survey. The following

    summarizes the key findings and implications regarding learners needs based on thesurvey results.

    Key Findings:

    Relative to self-assessed competency with Excel or Google Spreadsheets

    (common programs leveraged in data analysis and map creation), there is

    significant experience. No one was completely new to such programs.

    Majority of learners have experience creating the most basic data visualizations --bar/column charts and pie/doughnut charts.

    0% 10% 20% 30% 40% 50% 60%

    Power User

    Proficient

    Novice

    Never Touched

    Level of Spreadsheeting Experience

    0% 20% 40% 60% 80% 100%

    Yes

    No

    Experience creating bar/column charts?

    Yes

    73%

    No

    27%

    Experience creating piecharts?

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    There is significantly less experience amongst the learners in leveraging mapcreation programs.

    o Only !of learners have used Google Maps (arguably the most common

    map creation program). These learners all source from the proficient

    and power user group relative to spreadsheeting.

    o And no learner had any experience with data visualization packages

    typically leveraged to create heat maps (e.g., Tableau or Google Fusion)

    Similarly, there is little learner experience with infographic creation or less

    common data visualizations.

    o 13% had any experience with the leading custom infographics creationprograms such as Piktochart.

    o Experience creating less common data visualizations: scatter plots (40%),pictorial charts (7%) and tree maps (0%).

    Relative to data acquisition (downloading data sets) and manipulation (creating

    pivot tables -- a common mechanism for working with larger data sets), learner

    experience is minimal (13% and 0%, respectively)

    Implications: Relative to more complex data visualizations, this is a start from scratch

    instructional scenario. We can rely on basic learner competency navigating

    spreadsheets and some degree of familiarity with Google Maps.

    Ability to create a realistic and effective instructional design plan that covers

    both map and infographic driven new stories in 2-3 days of class time isunrealistic. As such, this ID plan will focus on map driven news stories.

    If group work is leveraged in instruction, it may make sense to purposefullydistribute more experienced spreadsheeters across the groups.

    0% 20% 40% 60% 80%

    Yes

    No

    Have used Google Maps for map creation

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    Appropriate software tutorials will need to be identified (or created) and madeavailable to learners

    Description of the learners

    This section provides insight into learner characteristics and associated needs based on

    analysis of the needs assessment survey as well as conversations with the instructor andfirst-hand observations and discussions with the learners in the actual classroom setting.(I have been on-site once a week).

    Summary of key findings

    From the survey (attitudes):

    Learners believe data visualization is vital to being a modern journalist

    In classifying learner provided links relative to what they would like to be able tolearn how to create, infographics are at the top of the list and not maps.

    0% 10% 20% 30% 40% 50% 60% 70% 80%

    Crucial

    Important

    Somewhat

    Not Important

    Importance of Data Visualization

    0% 10% 20% 30% 40% 50% 60%

    Infographics

    Maps

    Charting/dashboarding

    Classification of Learner Links

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    From the survey:

    The learners consists of undergraduates ranging in age from 18 to 34

    The learners represent a range of years in school: 13% first year, 40% second

    year, 27% third year and 20% fourth year or higher The average learner has taken 2.5 Film and Media courses at Lafayette (including

    current courses) with the range being between 1 and 9

    From the instructor/observation:

    Film and media studies program at Lafayette is more conceptual than technical

    Degree of technology integration at college in general is relatively low

    Students are generally used to being told what to do, rather than having to figureit out or teach themselves

    That said, ability and openness of students to engage with new technology thus

    far in course has been high

    Formula of exposing student to examples and then having them go off on their

    own and create artifacts (leveraging identified tutorials) has been successful

    Instructor believes as tasks/technology complexity increases, greater use ofgroup work is needed

    Overall attitude of the students towards intensive use of technology and high

    rate of novelty (i.e., new programs/apps introduced virtually every week) ispositive, but there was a challenging initial adjustment period.

    Data visualization unit will fall at end of class and follows what is anticipated tobe the most popular course module regarding video story telling

    Description of the Learning Context

    The following provides an overview of the learning context based on conversations and

    observations:

    General

    Class is currently in progress and at midway point of 15 week term

    Class is held three days a week (M, W, F) from 2:10 to 3:00pm

    Class attendance is typically high, but there are a fair amount of athletes in

    program who have excused absences

    Completion rate on assigned homework activities is generally high

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    Physical setting

    Course is held in what is referred to as one of the smart classrooms

    o 6 circular tables, each consisting of 5 individual networked terminals with

    access to internet/network resources. Large screen TVs at each table.

    o

    An instructor area at front of room with capability to broadcast to largescreen TVs from networked or connected devices

    o Capability exists to project an individual learner terminal to large screens

    o Available bandwidth (and consequent speed of internet access) fluctuates

    in room based on surrounding area usage. No remedy to this.

    o No cell phone service in classroom

    Instructional technology support

    Problem based IT support is typically readily available. IT support room for

    college located just down the hall from classroom.

    No instructional guidebook to maximize technology resources in the smart

    classroom setting appears to exist.

    Somewhat sensitive dynamic in that majority of instructional technology for class

    is being implemented/overseen by individual outside of college IT staff (me).

    o All IT needs have to be funneled through instructor rather than direct

    contact by Instructional Designer

    Instructor

    Freelance journalist who is also employed in the Colleges communicationdepartment

    First time teaching this course, but has taught other departmental courses

    Well liked and historically very well reviewed by students

    Weaker tech know-how and higher dependence upon Instructional Designer to

    take lead on technology selection, instructional guidance and support

    Very open minded to use of technology and highly adaptive once exposed

    Subject Matter Expertise

    Though perhaps not ideal, in this scenario the instructional designer and the leadsubject matter expert are by necessity one in the same (me)

    o I have close to two decades in the marketing analytics industry

    The instructor (who is also a working journalist) is somewhat of a subject matter

    expert in the general topic of data visualization but not the technical execution

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    My plan is to also leverage a former professional colleague who has beeninvolved in both training employees on data visualization techniques as well as

    hosting client training sessions on related topics

    Instructional approach

    Flipped classroom setting with little traditional lecturing. Frequent guestspeakers (in-person or via Skype)

    One day a week typically dedicated to discussion topics

    One day a week typically dedicated to artifact creation/discussion and related

    best practices

    Largely constructivist environmento Emphasis on journalistic artifact creation tied to topic of learners choice

    o Learner centered, project based learning

    Some connectivist influenceso Community of learning that extends beyond course or even college (e.g.,

    Skyping with professional contacts)

    o Students encouraged to create their own network of resources via

    Pearltrees social bookmarking service

    o High use of web 2.0 technologies (essentially one new tech per week)

    o Tutorial resources drawn from the internet community

    o Instructor leading by example (practicing professional journalism,

    instructor execution of assigned artifacts)

    Information technology overview

    Core LMS is a beta product called Chalkup (www.chalkupedu.com) that was

    developed by Lafayette college alumni

    o Normal beta type glitches

    o Does not support nested discussion

    o Has been supplemented by use of private Google+ community. Links tocomplete assignments are typically posted here.

    Links and resources (as well as student artifacts) are shared via Pearltrees

    o

    Students are part of class Pearltree team and contribute resources

    All students have their own Wordpress blog which they contribute to weekly

    New topics and means of visualizing information (and new associatedtechnologies) are introduced weekly

    In general, there is a an attempt to reintroduce learned technologies in different

    learning context to further cement retention

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    o Typeform was utilized in the class wide crowdsourcing effort, individual

    blogging exercises and now to survey learners

    o Flipboard was used to curate topic specific magazines and then used as aninput for individual word cloud visualization efforts

    o

    Pearltrees is used to curate resources but was also used as a means totell a non-linear news story through the use of links

    Last 2 weeks of semester (exam time) will be dedicated to the completion of a

    capstone small group project. See next section regarding performance context.

    Transfer Context

    There are two relevant transfer environments relative to this class.

    The first and most pressing transfer environment is a small group capstone

    project where all means of visualizing information that have been studied will be

    incorporated (e.g., blogging, content curation, podcasting, video, hypermediamash-ups and data visualization).

    o As of the initial drafting of this ID document, the capstone project was

    envisioned to focus on the results of a recent local election. As heat

    maps are often a key element in election reporting, there was initially acritical need to teach heat maps.

    o As of later drafting of this document, the capstone project focus shifted

    away from the election theme. Any type of map-based visualization can

    now be leveraged in the capstone project. This creates the need to

    provide equal coverage of geographic and heat maps as well as story maptype applications.

    o This was further argument for spinning off infographics into a separatemodule and focusing this module (& ID project) on map driven stories.

    o The transfer setting differs from the instructional setting in that this is asmall group (4-5 people) project as opposed to an individual undertaking

    with different team members dedicated to specific executionalelements/topics (e.g., not everyone creates data visualizations)

    The second one is the ability of the students to continue to be a part of thejournalistic conversation beyond this course setting. The instructional

    technologies leveraged and skills learned in this course should enable this.Conscious choices have been made to leverage technologies that will be available

    to students (free of charge) outside of the college setting. One exception is thatclass blogs would need to be eventually transferred outside of the college blog

    hosting environment.

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    Content analysis

    A flow chart of the revised learning goals and objectives is shown below (& via this link):

    Part 3. Planning

    Rationale

    Why this topic? What need does it meet?

    In todays world, journalists need to be equally adept at writing, multimedia and data

    visualization. As where is one of the five Ws of journalism, the need to be able tocommunicate effectively via maps is one of the most common data visualization needs.

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    I also chose this topic because of all of the modules in the multimedia journalism coursethat I have been helping out with this semester, data visualization and mapping is the one

    area where I have the most first-hand experience, having worked in the data analyticsfield for over 15 years. Finally, data visualization is a subject matter that I believe many

    people judge to be significantly less creative than other areas of journalism. I wanted to

    help dispel that notion.

    Supplantive or generative strategies:

    The general path of instruction for the course for which this module is being designed:

    Discuss real-life examples (and non-examples) of particular form of journalism

    Analyze what constitutes effective practices

    Learn from real-life practitioner (as available via Skype)

    Provide overview of artifact learners need to create Review instructor created artifacts

    Direct learners to appropriate resources (tools and aids)

    Learners self-teach themselves software tools

    Learners create artifacts

    Artifacts are discussed and critiqued in class setting

    Given this, the general instructional approach for the course would definitely beclassified as almost 100% learner driven (generative) rather than instructor driven

    (supplantive). There is little information or knowledge that is fed directly to thelearners by the instructor in this course.

    The starting point was to design this module to be consistent with others in this course.However, based on initial discussions with the instructor, review of the learner survey

    data and first-hand observation of the learners, there were some key distinctionsbetween the data visualization module and other modules in the course (e.g., blogging,

    tweeting, podcasts, photo stories, etc.):

    Higher learner novice quotient

    Lesser first-hand instructor familiarity with topic

    Greater concern over ability for learners to self-teach software

    o Especially after seeing Google Fusion

    Some perceived subject matter reticence

    Concern over learner ability to create heat maps on their chosen topic

    Follows likely favorite and most creative module (video stories)

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    So a key decision needed to be made as to whether to alter the general instructionalapproach for this module (more supplantive) or alter the initial instructional design plan.

    We opted for the latter alter the instructional design. The following changes were

    made to the initial plan so as to accommodate the considerations listed above:

    Mapping made a distinct module, rather than combining with infographics

    Substitution of more user friendly software (as will be discussed, the alteration of

    the capstone project also enabled this)

    Agreement to incorporate pairs and in-class activities to offset potential

    concerns regarding complexity of heat map creation

    Addition of Google Maps and story map activity

    Shifting of core artifact assignment from heat map to a story map (moreuniversal, ties into photo/video stories created in previous modules)

    Addition of high engagement intro activity to help spark interest in moduleSeveral of these points will be further elaborated upon in subsequent sections of this

    document.

    Pedagogical approach:

    The underlying pedagogy of this course and this module would be best described as

    modified connectivism.

    Key connectivist elements:

    Intensive technology usage

    Instructor positioned as peer and fellow participant

    Reliance upon open resources and free web 2.0 technologies

    Learning from multiple voices

    o Skype guests

    o Tutorials sourced from variety of different authors

    Authentic artifact creationo Student blogs are publicly published, not behind school walls

    High degree of user freedom

    o

    Subject matter! Choice of journalistic topic

    o Technologies! Lead technologies are recommended (for which tutorial

    resources are identified), but learners can use others

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    Key modifications or constraints to ensure positive learner experience:

    Access to college IT support (not exclusively dependent upon the network)

    Use of small group and pairs activities (to offset cognitive load)

    Identification of lead technologies and associated tutorials (learners are not

    forced to identify these themselves)

    Learners contribute to knowledge base (e.g., identifying and analyzing examples),but are not solely responsible for building out course resources

    o Instructor does take lead in this area

    Learning Objectives

    A simple way to think about and structure objectives and sub-objectives is from a whatdo learners need to know/be able to do before they can succeed approach. As such,

    sub-objectives are shown below in reverse, building up to the terminal objective.

    There are two paths of instruction related to the two different types of maps beingstudied. These ultimately merge in the terminal objective of being able to tell effective

    map driven news stories. Also note that the locational map objective path does not

    included all sub-objectives given the higher learner familiarity with the topic (i.e.,learners dont need significant instruction as to the data that feeds a location map).

    Heat Map Objective Path:

    1.2.7: Learn to recognize different types of heat maps

    1.2.6: Identify purpose and appropriate use of heat maps & necessary data

    1.2.5: Analyze heat map driven stories to understand effective use

    1.2.4: Identify and obtain appropriate data to support heat map creation

    1.2.3: Learn to use a heat map app, including data formatting

    1.2.2: Evaluate fellow learner heat map driven stories

    1.2.1: Create an effective heat map

    Locational Map Objective Path:

    1.1.5: Analyze location map stories to understand effective use

    1.1.4: Identify and obtain data to support location map creation 1.1.3: Learn to use a location based map app

    1.1.2: Create an effective location based map

    1.1.1: Create an effective map driven story

    Terminal objective: Students will learn how to create effective map drivenvisualizationto support data driven news stories and capstone project execution.

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    Matrix of objectives, Bloom's taxonomy, and assessments

    Key comment relative to assessments:

    Out in the real world a journalist is evaluated on their output (i.e., the news stories

    they create). In this course and module, the focus of evaluation is exclusively on thequality of the final journalistic artifacts. While homework and in-class activitiescontribute to a homework grade, that evaluation is participation oriented (was the

    assigned work completed/valiantly attempted). There are no quizzes or tests.

    Consequently, assessments are not tied to sub-objectives in this module design. Thistype of gestalt evaluation is consistent with the underlying connectivist pedagogy.

    To maximize the value of the matrix utilized below we have substituted a column forkey objective word (i.e., the key word in the objective that ties it to the Bloom

    taxonomy) and dropped the assessment type column. In completing the matrices shown

    on the following pages, the following Blooms rose was referenced.

    Image credit: By K. Aainsqatsi (Own work) [CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-

    sa/3.0) via Wikimedia Commons

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    Objective Key Word Blooms Taxonomy Classification Scaffolding Strategy

    1.2.7 Recognize #1 Knowledge Generative

    1.2.6 Identify #1 Knowledge Generative & Supplantive

    1.2.5 Analyze #4 Analyze Generative1.2.4 Identify/Obtain #3 Application Generative

    1.2.3 Use #3 Application Generative

    1.2.2 Evaluate #6 Evaluation Generative

    1.2.1 Create #5 Synthesis Generative

    The sole supplantive aspect relates to some instruction that will need to be provided

    relative to where to source data for heat maps, accounting for population differencesand other finer details that example discussion alone might not illuminate.

    Objective Key Word Blooms Taxonomy Classification Scaffolding Strategy

    1.1.5 Analyze #4 Analyze Generative1.1.4 Identify #1 Knowledge Generative

    1.1.3 Use #3 Application Generative

    1.1.2 Create #5 Synthesis Generative

    1.1.1 Create #5 Synthesis Generative

    ARCS Table

    Attention

    A1: Perceptual

    Arousal (keytactics employed)

    Highly visual and participatory kick-off activity

    Learners will take an online dialect quiz created by the New York Times thatgenerates a series of colorful heat maps as output.

    Relatable examples (concreteness)Instructor identified examples have been chosen on basis of being fun,

    colorful, creative and thought provoking. Learner identified examples will

    also be analyzed. The dialect quiz was sourced from the learner survey.

    As another example, the Google map that will be created will be driven by

    class survey data regarding their childhoods.

    Humor

    An animated video Heat Map Hero has been created to help introduceheat map subject and provide tutorial support. Video leverages humor to

    help undercut potential learner anxiety relative to this subject.

    Conflict/incongruityThe video features a highly externally confident protagonist (relative to heat

    map creation) who completely lacks any necessary skills/understanding.

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    A2: Inquiry

    Arousal (key

    tactics employed)

    ParticipationKick-off activity (dialect quiz) solicits immediate participation and

    engagement. Learners also participate in the identification and analysis of

    relevant map driven story examples (during which they are able to project

    their terminal to the big TV screens). Learners respond to a poll (about

    their childhoods) to drive the content of the Google map. Learners actively

    participate to create both heat maps and map stories.

    Inquiry

    Sample questions to help guide discussions of map driven stories have been

    provided in the instructor guide. For example, relative to the kick-off

    activity, one can probe for things such as: How do you think this was done?

    How would this have been done differently ten years ago? Is this the most

    effective way to visualize this data? And so forth.

    A3: Variability Active efforts have been made to create variability in materials, voice and

    tone and activities. For example, day one has learners participate in an

    online quiz (on their terminal), view a portion of an animated video (on the

    big screens) and view and discuss other live broadcasted examples.

    Examples leveraged in the day one plan cover everything from baseball

    fandom, to best sledding spots, to dialect quizzes, to election results to

    airline tragedies.

    Relevance

    R1: Goal

    Orientation (keytactics employed)

    Present Worth

    Present worth will be established by communicating how the students willneed to create map driven stories as their gradable artifact for this module.

    Future UsefulnessFuture usefulness will be established by identifying data visualization (and

    mapping in particular) as key modern day journalistic skills. Relative to the

    more immediate future, it will be also conveyed that capstone projects will

    require the inclusion of a data visualization element.

    R2: Motive

    Matching (key

    tactics employed)

    The primary motivation for most of the students in this class is to get good

    grades (achievement), though many have expressed the notion that is one of

    the few classes that will have relevance to their future lives.

    Learners selected their own topic of journalistic interest at the beginning of

    the semester and which carries forth into this module as well. They also

    have a choice to use the recommended applications or create artifacts with

    other like tools. Learners also get to choose the examples that they analyze

    and who they tag up with in their pairs assignment.

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    R3: Familiarity

    (key tactics

    employed)

    Modeling

    In this module, the instructor models the desired artifact creation behavior

    by showcasing examples that they have created with the identified

    technology. Desire behavior is also modeled by identifying best in classexamples to share. Skyping with industry experts is often incorporated into

    modules based on leveraging instructor contacts. This has not been built

    into this design plan but could be accommodated.

    Experience

    Recognizing that map creation is something most students have less personal

    experience with than say making video or photo stories, efforts have been

    made to connect the instruction to other learner experiences (inside and

    outside this course). Google map creation has been worked into the

    module because it is familiar to users (though only !have direct experience

    with Google Maps). The culminating assignment is the creation of a map

    story that allows students to draw on their previous course experience increating multimedia stories.

    Confidence

    C1: Learning

    Requirements

    (key tactics

    employed)

    The strategy employed in this course and carried forward in this module is

    to outline artifact requirements after discussing and analyzing examples,

    rather than immediately at the start of the module. As learners lack

    experience with this particular type of artifact (i.e., map driven stories), we

    believe the artifacts would actually appear more daunting to create and bedemotivating. After one has seen the desired elements embodied by other

    examples, the perceived difficulty of creation and associated cognitive load

    will be lower.

    C2: Success

    Opportunities

    (key tactics

    employed)

    There is a concerted effort in the design of this module to build confidence

    and ensure opportunities for success. As the creation of heat maps was

    deemed to be more difficult for learners, it became the focus of an in-class,

    pairs based activity rather than the core gradable artifact. Similarly, the

    core artifact was shifted to a story map concept as to build off of prior

    module photo and video stories. The storyline of the animated video also

    paints a scenario of challenge, initial stress and ultimate success (and glory).

    C3: Personal

    control (key

    tactics employed)

    In an artifact driven class, the connection between personal effort and time

    spent and outcome success is well established. By laying out grading criteria

    through relevant rubrics and then providing feedback consistent with said

    rubrics, learners are able to establish direct correlations between their

    project efforts and their grades. Finally, by soliciting feedback from students

    on the module itself, we are fostering a further sense of personal control.

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    Satisfaction

    S1: Natural

    Consequences

    (key tactics

    employed)

    Learners will be able to leverage their newly acquired understanding of what

    makes for effective map based story telling and their newly acquired

    software skills to create authentic news story artifacts. The artifacts are

    authentic because they are reflective of actual journalist work and because

    they are executed against topics of learner determined interest. Learnersderive intrinsic satisfaction from successfully executing high quality artifacts

    that are meaningful to them.

    S2: Positive

    Consequences

    (key tactics

    employed)

    The key external motivation in this module (and course) is the feedback

    from instructor and fellow learners. Almost all major artifacts are presented

    and discussed publicly and applause is common. There is an option for a

    backchannel to be incorporated into the lesson during the review process,

    so as to provide a written record of peer feedback.

    S3: Equity (key

    tactics employed)

    The use of rubric based grading ensures that learners feel that they are being

    evaluated on a fair and equitable basis. Granting all learners equalopportunity to share their work publicly and receive feedback is equally

    important.

    References:Keller, J. M. (1987). The systematic process of motivational design. Performance & Instruction,

    26 (9/10), 1-8.

    Instructor Guide:

    Day 0:

    Assign students the following:

    1. Read Journalism Next by Mark Briggs, Chapter 9 Data Driven Journalism

    2. Identify map based news story that you find interesting. Add link to our Google+community forum entitled Map Based Storytelling

    Be sure that you (as instructor) contribute a link as well.

    3. Respond to short survey about state of childhood via link: http://tinyurl.com/m49nlxj

    Note survey contains questions designed to support both map based andinfographics based visualization (subsequent module).

    Be sure that you respond to survey as well.

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    Day 1:

    Introduce topic of data driven storytelling and acknowledge incomingmindset

    Acknowledge reticence some learners may have about this module (given quantitativeand analytical bent).

    Feel free to weigh in with own thoughts on the topic as appropriate.

    Express belief that they will find data visualization to be more creative than expected

    and the selected tools to be very journalist friendly.

    Announce intention to start with an interesting example that was identified by one of

    the learners in the initial learner surveys leading up to this topic.

    Activity 1: Dialect quiz/heat map introduction

    1. Post link on presentation screen: http://tinyurl.com/pke94a2

    2. Ask learners to take 5 minutes or so to individually complete (using their

    terminals) the 25-question survey created by the New York Times regardingpersonal dialects. Complete survey along side learners.

    Ask learners to take note of how the results are being visualized as theycomplete the survey.

    Note: with each question answered (as well as in total), a heat map will bedisplayed that expresses the degree to which their answer is similar to otherrespondents in different areas of the United States.

    3. 10-15 minute discussion of this data visualization driven story. Topics:

    Did you enjoy this activity?

    Who originally identified this story?

    Accuracy of results. Have they lived near the cities identified as being

    most similar to their answers?

    How is this working? IP address being captured and associated withgeography.

    How would this have been presented differently ten years ago? (audienceparticipation, visualization, social media sharing, etc.)

    Conclude discussion by identifying this as an example of a heat map.

    And now to learn more about heat maps

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    4. As situation dictates/time allows, share this second heat map example from theNew York Times depicting baseball team fandom: http://tinyurl.com/mseuboy

    Activity 2: Heat Map Hero Video

    Introduce animated video regarding heat maps: http://youtu.be/QkJ1ni4PG5w

    1. Watch video up until 2:50 mark (end of Step 1)

    2. Summarize heat map concept idea substituting colors for values. Note howthey saw two different heat map types (the dialect quiz type and choropleths).

    Going to explore example of latter

    Activity 3: Election results reporting (choropleth example)

    Show heat map of PA presidential results by county (or alternatively a heat map that youhave created): http://shar.es/Sr9pB

    Note that this was created with the program mentioned in video Open

    Heat Map

    Note the distinct boundaries (county lines) between colors. This is whatmakes it a choropleth as opposed to a traditional heat map.

    Show how values show when counties are hovered over

    Show how slider can be used to switch between years

    Probe learners as to whether this information could have beencommunicated equally well via table

    o Too many counties, no sense of what counties are near what, etc.

    Now if one looks closely at the data, one interesting story it tells is that Obama won PA

    despite losing most of the counties. But this isnt obvious in original heat map.

    Show an alternate version of same heat map, where the scale has been changed(anything below 50% is now same color): http://shar.es/S5fVE

    Note how this tells a more effective story and communicates faster.

    IMPLICATION: need to determine what you want to communicate first with

    your data. Then let that drive the visualization!

    Talk about how students are going to get opportunity to create heat map in-class

    with Open Heat Map in next class.

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    Note that a heat map is just one type of data driven map. The other is the moretraditional location driven map

    Activity 4: Location driven maps

    Show Google map that was created leveraging data (about site of favoritechildhood memory) from the state of your childhood survey.

    o You will actually create the map yourself using the survey reply data andthe provided Google Map Engine Lite tutorial. Your map will not have

    visuals initially. Just pinpoints. See example: http://tinyurl.com/mjup6lb

    o Make sure share settings in created map allow for others to edit.

    o Please communicate to learners that you created this map.

    o

    Note that their homework will involve adding to this Google map.

    Provide example of location map driven news story. Can use example below, but would

    even better if drawn from learner identified resources.

    Best sledding spots in NYC: http://tinyurl.com/o83drad

    Note that this was created based on reader input

    Ask what kind of map like this could be created for their area

    Conclude with example of map driven story crossed with a photo/video story.

    Note how this was created with free app Map Story JS

    Make connection with the photo/video stories they have already done

    Disappearance of Aljazeera flight example: http://tinyurl.com/n8zvdpc

    Note that concluding module assignment will be to create a map driven storyusing Map Story JS

    Day 1 Homework

    View Google Maps Engine Lite tutorial: http://tinyurl.com/mmgavn6

    Add to class Google map

    o Associate an image with the favorite childhood memory and birthplacesthat are already on map

    o Add an additional location in a separate layer regarding the city and state

    (or country) they would like to live in after graduation

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    Analyze your map driven story

    Have learners amend their Google+ post to address the following?

    o What type of map type is it?

    o

    Why do you feel your example is effective in telling a data driven story?o Do you have any ideas for improving this visualization? If not, what

    additional map or visualization might this story have included?

    Day 2:

    Activity 1: Review Collaborative Google Map

    Probe for any issues. See if everyone feels confident in being able to create fromscratch moving forward

    Review a few of the entries

    Activity 2: Discussion of learner identified map story

    Review learner submissions in advance, select good examples to discuss

    Make last example discussed be heat map related

    Discuss keys to effective heat map creation (presentation)

    o http://tinyurl.com/kjuc2mp

    Activity 3: In-class heat map creation assignment (working in pairs)

    View rest of Heat Map Hero video

    Locate appropriate data set using sources discussed

    Create a heat map with open heat map

    Pair your heat map with an appropriate headline (plus a sentence or two as

    needed) and post to Google+ Heat Map Assignment forum.

    Day 2 Homework

    Finish pairs heat map assignment (as needed)

    o To be discussed in next class

    o Be prepared to defend whether or not your heat map communicatesyour story better than other potential visualizations.

    Build a spreadsheet of data to power a location oriented map related story on

    your semester long topic of interest

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    o 5 locations minimum

    o Fields needed for each location:! Where? (Specific geographic definition depends on idea)! What? (Description of what happens/happened here)! When? (As relating to story)!

    Add who, how and why as separate fields as relevant! A relevant image or link

    Day 2.5:

    Activity 1: Review heat map & headline activity

    Probe for any issues. See if everyone feels confident in being able to create heat

    maps moving forward

    Activity 2: Review collaborative class map that has now been moved intoMap Story JS

    Get people excited about how much cooler this looks now that it has been

    migrated from Google Maps Engine

    Activity 3: Discuss map story assignment

    Individual map driven story on your topic of interest using the data points you

    have already collected

    Discuss rubric

    Use remaining class time to introduce next module on infographics.

    Day 3+ (After learners have completed map story assignment):

    Request learner feedback on lesson via survey

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    Learner Content Examples

    Learning Materials

    Kick-off activity

    Learners complete an interactive

    New York Times quiz regardingpersonal dialects that represents

    a creative use of heat maps

    Followed by discussion of resultsand the story as a map driven

    journalistic artifact

    o How does this work?

    o

    Is it effective? Why?o How would this story

    have been told differently

    ten years ago?

    Second heat map example on

    the topic of baseball fandomleveraging Twitter data

    o Is this equally effective?

    o Why or why not?

    o

    Exploration of interactivemap elements

    Introduction to Heat Maps and software tutorial

    Personal creation

    Fun, animated video: Heat Map Hero

    Speaks to learner state of mind

    Portion of video would be shown in

    class to explain heat map concept

    Remaining portion will be accessedwhen learners create heat maps

    Image credit: Katz, J., & Andrews, W. (2013, December 19). How

    Yall, Youse and You Guys Talk. Retrieved May 07, 2014, fromhttp://tinyurl.com/k5zkj3v

    Image credit: Giratikanon, T., Katz, J., Leonhardt, D., & Quealy, K.

    (2014, April 23). A Map of Baseball Nation. Retrieved from

    http://tinyurl.com/qe6etva

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    Effective Heat Map Creation (Presentation)

    How best to tell a story with a heat map

    Build learner confidence by utilizing

    examples created with targeted heat mapprogram

    Personally created document and

    supporting heat map examples

    Document: http://tinyurl.com/m6plywr

    Map examples: http://shar.es/1bqMDP;http://shar.es/1bqNjG;

    State of your childhood poll

    Created to source data for class specific

    location map: http://tinyurl.com/m49nlxj

    Example Google Map

    Leveraging data from class poll

    Created to demonstrate ease of

    using Map Engine Lite

    http://tinyurl.com/mjup6lb

    Pearltrees Links

    Social bookmarking serviceutilized to organize resource

    links for module

    Learners can build out their

    own trees as they see fit, or

    just follow class tree

    http://pearltrees.com/p/cV9GT

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    Learner Assessment

    One individual creation activity

    o

    Build a map based photo story (100 points). Required elements:! Relating to learner blog topic (15 points)

    ! Intriguing/appropriate headline/story title (15 points)

    ! Minimum of five map locations (15 points)

    ! Some form of media (photo, video, audio file, tweet, etc.)associated with each map location/step in story (15 points)

    ! Relevant descriptions for each map location/event (e.g., who,

    what, when, where, why, how, what next) (15 points)

    ! Necessary citations (15 points)

    ! Professionally executed (10 points)

    ! Recommended application: StoryMap JS

    ! Assignment rubric: http://tinyurl.com/nnyjtjk(second tab)

    ! Due date: 3 days. Post link to Google+ Map Story forum

    One partner based artifact creation activity

    o Build effective heat map & pair with headline (50 pts). Required elements:

    !

    Heat map communicates story line/POV effectively (20 points)! Intriguing/appropriate headline/story title (10 points)

    ! Appropriate citation of data sources (10 points)

    ! Professionally executed (10 points)

    ! Recommended application: OpenHeatMap

    ! Completion time: In class + 1 day. Post link to Google+ HeatMap Story forum

    ! Assignment rubric: http://tinyurl.com/nnyjtjk(first tab)

    Discussion posts and other homework assignments are evaluated on a

    completed/non-completed basis as part of broader course participation grade

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    Technology Tools

    Identification of core map creation technologies

    Significant time was invested in exploring the various software options to support this

    instructional design initiative. As core technology course infrastructure (Chalkup LMS,Google+ and Pearltrees) was a given, the focus here was on which geographic map

    creation applications to leverage.

    Key criteria for identification of optimal mapping applications.

    Cost (needed to be free or at least a free level of service to be available)

    Previous learner exposure

    Intuitiveness/ease of interface

    Additional features/capabilities (does it have alternative course applications?)

    Visual attractiveness

    Interconnection with other applications used in course

    Ability to support both Mac and Windows operating systems

    Existence of tutorials was a plus, but not overly significant as we anticipated the need for

    custom tutorials particularly for the more complicated heat map creation process.

    Assessing which applications were optimal for this instructional module necessitated notmerely research, but actual usage of the candidate products. The visuals shown below

    represent personally created artifacts.

    While initially we had hoped that one application might be able to satisfy all of the

    instructional needs of this project, this was quickly dismissed as a possibility. Ultimately,it was decided that three different applications were going to be needed. Each of these

    will be delineated along with rationale for selections.

    Heat Maps

    For the creation of heat maps, our first

    choice was to use OpenHeatMapas it wascreated specifically for journalists and is

    extremely easy to use. However, in theoriginal conception of the capstone project,

    heat maps were likely going to be needed to

    be constructed at a very low level ofgeography (by voting district within a certain

    county). OpenHeatMap is not able tosupport that level of detail.

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    As such, the choice was made to utilize Google

    Fusion tables. As students already have GoogleDrive accounts as a result of being a part of the

    class Google+ community, this would eliminate

    the need to create new accounts. Furthermore, there would be synergy with using

    another Google product (Map Engine Lite) tocreated location-based maps.

    While Google Fusion Tables is a very powerful application, it looks complicated and

    rather alien on first encounter. This was a concern, as this would demand additional

    degrees of scaffolding (which there wasnt really time for) and a more instructivistapproach (which would have been a significant deviation from course practices).

    The problem resolved itself when the capstone project was recast to not focus on

    elections. With highly localized heat map visualization no longer a capstone projectneed, OpenHeatMap was re-slotted as the lead heat map technology.

    Location based mapping

    While alternatives such as ZeeMaps(http://www.zeemaps.com) were briefly

    considered, the familiarity and ease of

    use of Google Map Engine(https://mapsengine.google.com) made it

    the obvious choice. Google Maps

    Engine Lite is a free application.

    Map based story telling

    Google Maps does incorporate somenarrative capability such as the ability

    to associate an image or video with

    each map pushpin. However, for thepurposes of telling a news story there

    are more powerful and attractiveapplications available. Unfortunately,

    many of these applications (such asthe story maps engine provided by

    ArcGIS) represent premium services

    and thus were inappropriate for thisproject.

    A relatively new resource, StoryMap JS was identified as the optimal technology for our

    needs. It supports headlines as well as all forms of media and is extremely easy to learn

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    and use. The only reservation regarding StoryMap JS surrounded its newness and thuslack of significant support materials and documentation. Ultimately, the applications

    ease of use mitigated such concerns.

    Tutorial Resources

    As the connectivist pedagogy associated with this course has dictated the use of existing

    Internet resources reflecting a variety of different sources and voices, the initial decisionwas made not to personally create any tutorial resources for the design of this module.

    The following criteria was utilized in seeking out optimal tutorial resources for the key

    mapping technologies:

    Accuracy (ability to personally execute what was described)

    Clarity

    Brevity (ideally 10 minutes or less)

    Strong ratio of positive to negative reviews on YouTube Intelligibility

    Professionalism

    Ultimately, three different decisions were made relative to tutorial resources.

    Google Maps Engine: Use 3rdparty YouTube video: http://tinyurl.com/oq2xln2

    OpenHeatMap: Create own dual purpose animation video (and refer learners towebsite resources). This will be further discussed.

    Story Map JS: Refer learners to website resources. No appropriate externalresources were identified. Ease of use will also likely preclude need for support.

    It should be noted that as this module is designed to be one of the last modules in the

    semester long course, learners will have extensive practice in teaching themselves toutilize Web 2.0 applications at this juncture. Furthermore, learners will have had very

    recent experience with multimedia applications in creating their photo and video stories.

    Part 4. Evaluation

    Evaluation PlanAn overview of our evaluation, as viewed through the lens of Kirkpatricks four levels:

    ! Level 1 Learner Feedback

    o The Google+ discussion forums that are created to provide learners a

    place to expound upon troubles, tips and solutions relative to themapping applications and execution of artifacts provides an informal

    mechanism for soliciting feedback from learners

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    o Learners will be also be formally surveyed relative to their moduleexperiences via this brief survey: http://tinyurl.com/n5krfrd

    o This survey will be positioned to learners as a means to shape/reshape

    future versions of the module

    !

    Level 2 Impact on learning (immediate context)

    o Assessment of learner impact will be judged based on the quality of the

    two core artifacts created in this module (solo map story and pairs heatmap assignment)

    ! Level 3 Impact on transfer context

    o As capstone projects require a data visualization element, there is a

    second potential opportunity to evaluate learner impact

    o

    Less visibility realistically exists relative to longer term transfer

    ! Level 4 Return on investment

    o Overall return on this initiative is also difficult to assess.

    o On the denominator side, out of pocket technology investment is zero,

    as free web 2.0 resources are being exclusively leveraged. That said, timeand resources dedicated to instructional design would need to be

    represented as an expense in a real-life scenario.

    o As to the numerator in the ROI equation, learner effectiveness would

    need to be evaluated relative to prior efforts (artifact evaluations?), whichwould be difficult given the newness of the class. In the absence of this,

    learner reported evaluations would be only metric to work with.

    Expert Review

    Two different SMEs were utilized in the review of the design of the course.

    ! The first SME was the instructor in the class, Kathleen Parrish. Key topics that

    were probed with this SME (http://tinyurl.com/p6sxp86):

    o

    Big picture evaluation! Fit with other modules in course (weak, average, strong)?! Favorite elements?! Least favorite elements/biggest concerns?! Overall quantity of content 2.5 day timeframe (too much, too

    little, just right)! Comfort level in teaching this module (low, medium, high)?! What could be done to enhance your comfort level?

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    ! Suggestions for improvement?! Other comments?

    o The following questions were asked separately relative to in-class

    activities, homework and the two graded assignments:

    !

    Scale of undertaking (too little, too much, just right)

    ! Appropriateness (not at all, somewhat, very)

    ! Quality of links (poor, average, strong)

    ! Degree of challenge (too little, too much, just right)

    ! Anticipated learner interest/engagement (poor, average, strong)

    ! Other comments?

    ! The second SME was a former professional associate from my career in

    marketing analytics, Joe Pagano. Joe has extensive experience with creating -- and

    training others to create -- a wide range of data visualizations to supportconsulting project work. Joes past professional responsibilities have included

    the evaluation of new applications to support data analysis and visualization.

    ! Key topics that were probed with this SME (http://tinyurl.com/mwdhe6q):

    o Ease of use of core mapping technologies

    o Quality of tutorial resources (or need for said resources)

    o Assessment of learner ability to manage technical demands of artifact

    creation process

    SME Evaluation Survey or Rubric

    SME #1: Instructor

    o Survey tool: http://tinyurl.com/p6sxp86

    o Raw results (first 2 pages): http://tinyurl.com/p5shn7t

    SME #2: Corporate trainer and software evaluator

    o

    Survey tool: http://tinyurl.com/mwdhe6q

    o Raw results (last 2 pages): http://tinyurl.com/p5shn7t

    Narrative Results of Expert(s) Review

    SME #1: Instructor

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    Please note that the instructor had also provided earlier informal feedback that helpedshape some of the changes discussed in the document.

    Strengths:

    Fit with other modules in course judged to be strong

    Instructor thought all activities, homework and assignments were very

    appropriate, just right in terms of degree of difficulty and apt to createstrong levels of learner engagement

    Amount of content in module plan deemed just right for 2.5 day period

    Online dialect quiz kick-off activity

    The online dialect quiz allows students to engage in a fun and informative data visualization project,which created interest and enthusiasm for the topic.

    Creative expression and tone of materials

    I believe the students will appreciate the creativity and humor put into this module!

    Rubrics

    It did a good job of identifying graded elements of each project and expectations for each element.

    Opportunities for improvement:

    Instructor comfort level in teaching module is only currently medium because

    of lack of first-hand experience with mapping technologies

    Additional one on one time so I can learn the technology and ask questions would be helpful.

    Instructor felt heat map partner project was valued too highly versus individualstory map assignment

    I would have made the individual assignment worth more points than the in-class project. Maybe it

    would have been a 3-1 ratio as opposed to 2-1.

    While not directly relevant to this ID project, the instructor would prefer

    infographics be taught before this mapping unit, rather than vice versa

    Instructor felt homework assignments needed to be enlarged

    SME #2: Corporate trainer/software expert

    Please note that this SME was asked a different set of questions relating to core mappingtechnologies to be utilized in the module. That said, SME #2 was exposed to full ID plan

    and was invited to comment on other topics.

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    Strengths:

    Rated all proposed tutorial resources as very good. Did not feel Story Map JS,

    which lacked a tutorial, necessitated one.

    Deemed the technical challenge associated with the identified mappingapplications as average.

    Felt all mapping applications could be mastered by students in significantly lessthan one hour

    Felt that Google Maps Engine Lite and OpenHeatMap were optimal optionsrelative to quality and ease of use

    Again, this is probably the best and easiest to use free tool that I am personally aware of.

    Summative comments:

    This is tremendous, the materials are thorough, well thought out, and complete. Having sat through(and delivered) many similar trainings in the past I can honestly say that this is heads and shouldersbetter than nearly anything I have been exposed to. I particularly liked the use of humor in the HeatMap Hero video-- it goes a long way towards softening the shock of introducing learners to an unfamiliar

    subject matter.

    Opportunities for improvement:

    Making students aware of commercial products as well

    This is a great introduction to some great free services that exist. Perhaps a very high level overview of

    some of the "professional" tools available would be helpful as well.

    Comments on Change

    While SME feedback was overall very positive, there are definite changes to implement

    based on this feedback.

    Instructor software training!

    o Should not rely solely on tutorials and instructor playing to createcomfort level with software. Should set up time to do a proper demo,

    then go through tutorial together and then sit alongside as she createsher own artifact.

    o Would probably add this into the instructor guide as something that

    happens before Day 0

    Expand scale of homework activities (and likely the state of our childhood

    survey)

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    o As technical challenge judged by SME #2 is only average and time neededto master software lower than originally envisioned, scale of homework

    and graded assignments can be increased. Specific ideas:

    ! Expand heat map activity to be more of a full-blown news story,

    rather than just a headline and a map. Makes it a more authenticassignment as well.

    ! Expand number of locations leveraged in Story Map (and

    homework assignment where data set is built).

    ! Perhaps incorporate specific requirements for using a variety of

    media types(e.g., at least one video and sound clip)

    ! Have learners go ahead and create a Google Map in day 2homework rather than stopping at assembling data set

    Mention other commercial products/options before identifying whichtechnologies weve chosen to work with and why

    o Good for learners to be aware of other applications. Learners mayrealize they have previous exposure.

    Although not judged necessary by SME #2, would go ahead and create a short

    tutorial on StoryMap JS.

    o To aid learner comfort level. And to reinforce notion of increasing the

    intelligence of the network (if no tutorial exists, one should create oneand make it available to others!)

    Again, though outside the scope of the final ID project (thought not its original

    scope which included infographics), I would honor request to lead with

    infographics to introduce data visualization and then move into mapping.

    o Use mapping limitations within infographics programs as transition intomapping topic

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    Appendix: Full Learner Survey

    http://tinyurl.com/p27vhvh