Information technology — Learning, education, and training — Metadata for facilitators of online learning — Part 1: Framework

This document specifies a metadata structure to store, present and exchange online learning facilitator (OLF) information by specifying the data elements and their attributes to describe facilitator’s information on various kinds of online education platforms. This document provides a generic information model of OLF to describe relevant information that applies to the facilitation and training services provided online, and includes information about the person offering facilitation, the affiliation of the person, facilitation ability, facilitation practices, the facilitation service offered, learners’ reviews and testimonies, and related social network information. The conceptual data model allows the linguistic diversity of OLF information attributes and offers a flexible metadata schema to describe them. NOTE 1 Although this document provides suggestions on how to designate metadata elements that require privacy protection, it does not provide detailed methods or techniques for how to implement privacy protection measures. NOTE 2 For metadata with privacy, the application profile in ISO/IEC 19788-1 can be used to tag data elements concerning privacy and define them with conditions. OLF information privacy protection methods and techniques, such as privacy-by-design, can be selected and applied as needed by implementers.

Technologies de l'information pour l'apprentissage, l'éducation et la formation — Métadonnées pour les formateurs d'apprentissage en ligne — Partie 1: Cadre

General Information

Status
Published
Publication Date
29-Jun-2021
Current Stage
6060 - International Standard published
Start Date
30-Jun-2021
Due Date
09-Mar-2021
Completion Date
30-Jun-2021
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INTERNATIONAL ISO/IEC
STANDARD 23127-1
First edition
2021-06
Information technology — Learning,
education, and training — Metadata
for facilitators of online learning —
Part 1:
Framework
Technologies de l'information pour l'apprentissage, l'éducation et la
formation — Métadonnées pour les formateurs d'apprentissage en
ligne —
Partie 1: Cadre
Reference number
ISO/IEC 23127-1:2021(E)
©
ISO/IEC 2021

---------------------- Page: 1 ----------------------
ISO/IEC 23127-1:2021(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO/IEC 2021
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO/IEC 2021 – All rights reserved

---------------------- Page: 2 ----------------------
ISO/IEC 23127-1:2021(E)

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 2
5 Specification of data elements . 2
5.1 General . 2
5.2 Data element specification attributes . 2
5.3 Data element specification: Matrix template . 3
5.4 Data element specification: Example . 3
6 OLF data elements. 4
7 Specification of OLF classes . 4
7.1 Definition of a resource class . 4
7.2 Attributes of a resource class . 4
7.3 Resource class specification: Matrix template . 4
8 Generic OLF classes . 4
8.1 General . 4
8.2 IC0000 OLF information . 5
8.3 IC0100 personal information . 5
8.4 IC0200 occupational history information . 6
8.5 IC0300 facilitation offer information . 6
8.6 IC0400 performance history information . 6
8.7 IC0500 academic ability . 6
8.8 IC0600 OLF network information . 7
9 Predefined rule sets . 7
10 Specification of application profiles . 7
10.1 General . 7
10.2 Application profile attributes . 7
10.3 DEGS’ matrix . 7
10.4 Application profile: Example . 7
Annex A (informative) OLF information for online facilitation and training .9
Bibliography .11
© ISO/IEC 2021 – All rights reserved iii

---------------------- Page: 3 ----------------------
ISO/IEC 23127-1:2021(E)

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives) or www .iec .ch/ members
_experts/ refdocs).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/
or on the ISO list of patent declarations received (see www .iso .org/ patents) or the IEC list of patent
declarations received (see patents.iec.ch).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html. In the IEC, see www .iec .ch/ understanding -standards.
This document was prepared by Joint Technical Committee ISO/IEC JTC1, Information technology,
Subcommittee SC 36, Information technology for learning, education and training.
A list of all parts in the ISO 23127 series can be found on the ISO website and IEC websites.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html and www .iec .ch/ national
-committees.
iv © ISO/IEC 2021 – All rights reserved

---------------------- Page: 4 ----------------------
ISO/IEC 23127-1:2021(E)

Introduction
With the rapid development of internet and mobile technologies, online learning facilitation is
becoming more and more popular. There are tens of thousands of online facilitation service providers
in the market already, such as companies, agencies, or independent facilitators. These online facilitators
may work with face-to-face or online LET organizations, they may or may not have certificates on
facilitation, teaching, or coaching.
An online learning facilitator (OLF) is someone who provides facilitation, tutoring, and training
services on different kinds of online platforms or systems. From present practice, services offered by
an OLF include lecturing, coaching tutoring, assessing/evaluating, learning resources design, etc. (see
Annex A.1).
In the process of online and hybrid learning, it is very common to describe who the OLFs are. It is
important to know the contact information, facilitation preference and ability, facilitation service
history, etc. OLF information may be found in or associated with different systems, from online
learning systems, training websites, teacher rating systems to HR information systems in schools and
universities, etc. (see Annex A.2). But different systems only store and use part of this information
according to their business needs and functions.
This document describes how to describe OLF in various IT systems, and also how to exchange this
information across different platforms. It creates a metadata structure of OLF information to ensure
that education IT systems can store and access this information as needed.
By defining a generic conceptual model, this document specifies a high-level semantic interoperability
between bindings of OLF information attributes. In this way, the conversion between different bindings
becomes simple and straightforward.
This document can be used in different scenarios:
1) developing an OLF information model for education IT system;
2) maintaining and exchanging OLF data across different IT systems;
3) collecting/harvesting OLF information from different IT systems when needed; and
4) matching OLF to learners in learning management systems according to the services they offer and
their expertise.
The ISO/IEC 23127 series has a multipart structure and is integrated via different parts to define and
describe various aspects of online facilitators’ information. Each part of the ISO/IEC 23127 series is
self-contained and has its own scope and purpose. This facilitates use and maintenance of specific parts
and thus of the whole standard.
The ISO/IEC 23127 series aims to enable multilingual equivalence and cultural adaptability. This means
incorporating and supporting both (1) a top-down requirements approach, i.e., that of jurisdictional
domains; and, (2) a bottom-up approach of the requirements of the individual, i.e., human being, as the
(final) user, doing so in a global context. To achieve this, the ISO/IEC 23127 series supports both global
interoperability and local specificity, such as:
— natural and special languages and associated multilingual requirements;
— jurisdictional, legal, regulatory, and geopolitical constraints as mandated by relevant jurisdictional
domain(s).
This document does not provide detailed information regarding multilingual equivalencies or
multicultural requirement support.
In the implementation of one (or more) part(s) of the ISO/IEC 23127 series, it is possible that a user
may have additional or more precise requirements to implement. This document only defines high-
© ISO/IEC 2021 – All rights reserved v

---------------------- Page: 5 ----------------------
ISO/IEC 23127-1:2021(E)

level parts of OLF information in online platforms. Users should extend customized information by
implementing one or more parts (or combinations).
This document only specifies metadata for OLF and the data structures. Data privacy constraints should
therefore be described in implementers' optional application profiles (see Clause 9). This document does
not provide detailed information on data privacy protection techniques. OLF’s information regarding
privacy can be handled and protected with any methods and techniques as needed by implementers.
vi © ISO/IEC 2021 – All rights reserved

---------------------- Page: 6 ----------------------
INTERNATIONAL STANDARD ISO/IEC 23127-1:2021(E)
Information technology — Learning, education, and
training — Metadata for facilitators of online learning —
Part 1:
Framework
1 Scope
This document specifies a metadata structure to store, present and exchange online learning facilitator
(OLF) information by specifying the data elements and their attributes to describe facilitator’s
information on various kinds of online education platforms.
This document provides a generic information model of OLF to describe relevant information that
applies to the facilitation and training services provided online, and includes information about the
person offering facilitation, the affiliation of the person, facilitation ability, facilitation practices, the
facilitation service offered, learners’ reviews and testimonies, and related social network information.
The conceptual data model allows the linguistic diversity of OLF information attributes and offers a
flexible metadata schema to describe them.
NOTE 1 Although this document provides suggestions on how to designate metadata elements that require
privacy protection, it does not provide detailed methods or techniques for how to implement privacy protection
measures.
NOTE 2 For metadata with privacy, the application profile in ISO/IEC 19788-1 can be used to tag data
elements concerning privacy and define them with conditions. OLF information privacy protection methods and
techniques, such as privacy-by-design, can be selected and applied as needed by implementers.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO/IEC 2382-36, Information technology — Vocabulary — Part 36: Learning, education and training
ISO/IEC 19788-1:2011/Amd 1:2014, Information technology — Learning, education and training —
Metadata for learning resources — Part 1: Framework
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO/IEC 2382-36, ISO/IEC 19788-1,
and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
© ISO/IEC 2021 – All rights reserved 1

---------------------- Page: 7 ----------------------
ISO/IEC 23127-1:2021(E)

3.1
online learning facilitator
OLF
body, entity or person who provides facilitation or tutoring services online
Note 1 to entry: An online learning facilitator may or may not be a person; it may be a computer agent.
Note 2 to entry: An online learning facilitator may or may not be a teacher in a traditional school or an instructor
in a university.
Note 3 to entry: An online learning facilitator may or may not possess an official certificate on teaching, coaching
or facilitation.
3.2
OLF information
online learning facilitator information
recorded information associated with individual online learning facilitator (3.1) in an IT system used to
support learning, education or training
Note 1 to entry: This information may be created, stored, retrieved, used, etc. by learning technology systems,
individuals (facilitators, learners, etc.), and other entities.
4 Abbreviated terms
DEGS data element group specification
DES data element specification
HR human resource
MLR metadata for learning resources
5 Specification of data elements
5.1 General
In
...

FINAL
INTERNATIONAL ISO/IEC
DRAFT
STANDARD FDIS
23127-1
ISO/IEC JTC 1/SC 36
Information technology — Learning,
Secretariat: KATS
education, and training — Metadata
Voting begins on:
2021-03-31 for facilitators of online learning —
Voting terminates on:
Part 1:
2021-05-26
Framework
RECIPIENTS OF THIS DRAFT ARE INVITED TO
SUBMIT, WITH THEIR COMMENTS, NOTIFICATION
OF ANY RELEVANT PATENT RIGHTS OF WHICH
THEY ARE AWARE AND TO PROVIDE SUPPOR TING
DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
Reference number
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/IEC FDIS 23127-1:2021(E)
LOGICAL, COMMERCIAL AND USER PURPOSES,
DRAFT INTERNATIONAL STANDARDS MAY ON
OCCASION HAVE TO BE CONSIDERED IN THE
LIGHT OF THEIR POTENTIAL TO BECOME STAN-
DARDS TO WHICH REFERENCE MAY BE MADE IN
©
NATIONAL REGULATIONS. ISO/IEC 2021

---------------------- Page: 1 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO/IEC 2021
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO/IEC 2021 – All rights reserved

---------------------- Page: 2 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 2
5 Specification of data elements . 2
5.1 General . 2
5.2 Data element specification attributes . 2
5.3 Data element specification: Matrix template . 3
5.4 Data element specification: Example . 3
6 OLF data elements. 4
7 Specification of OLF classes . 4
7.1 Definition of a resource class . 4
7.2 Attributes of a resource class . 4
7.3 Resource class specification: Matrix template . 4
8 Generic OLF classes . 4
8.1 General . 4
8.2 IC0000 OLF information . 5
8.3 IC0100 personal information . 5
8.4 IC0200 occupational history information . 6
8.5 IC0300 facilitation offer information. 6
8.6 IC0400 performance history information . 6
8.7 IC0500 academic ability . . 6
8.8 IC0600 OLF network information . 7
9 Predefined rule sets . 7
10 Specification of application profiles . 7
10.1 General . 7
10.2 Application profile attributes . 7
10.3 DEGS’ matrix . 7
10.4 Application profile: Example . 8
Annex A (informative) OLF information for online facilitation and training .9
Bibliography .11
© ISO/IEC 2021 – All rights reserved iii

---------------------- Page: 3 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Joint Technical Committee ISO/IEC JTC1, Information technology,
Subcommittee SC 36, Information technology for learning, education and training.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
iv © ISO/IEC 2021 – All rights reserved

---------------------- Page: 4 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

Introduction
With the rapid development of internet and mobile technologies, online learning facilitation is
becoming more and more popular. There are tens of thousands of online facilitation service providers
in the market already, such as companies, agencies, or independent facilitators. These online facilitators
may work with face-to-face or online LET organizations, they may or may not have certificates on
facilitation, teaching, or coaching.
An online learning facilitator (OLF) is someone who provides facilitation, tutoring, and training
services on different kinds of online platforms or systems. From present practice, services offered by
an OLF include lecturing, coaching tutoring, assessing/evaluating, learning resources design, etc. (see
Annex A.1).
In the process of online and hybrid learning, it is very common to describe who the OLFs are. It is
important to know the contact information, facilitation preference and ability, facilitation service
history, etc. OLF information may be found in or associated with different systems, from online
learning systems, training websites, teacher rating systems to HR information systems in schools and
universities, etc. (see Annex A.2). But different systems only store and use part of this information
according to their business needs and functions.
This document describes how to describe OLF in various IT systems, and also how to exchange this
information across different platforms. It creates a metadata structure of OLF information to ensure
that education IT systems can store and access this information as needed.
By defining a generic conceptual model, this document specifies a high-level semantic interoperability
between bindings of OLF information attributes. In this way, the conversion between different bindings
becomes simple and straightforward.
This document can be used in different scenarios:
1) developing an OLF information model for education IT system;
2) maintaining and exchanging OLF data across different IT systems;
3) collecting/harvesting OLF information from different IT systems when needed; and
4) matching OLF to learners in learning management systems according to the services they offer and
their expertise.
The ISO/IEC 23127 series has a multipart structure and is integrated via different parts to define and
describe various aspects of online facilitators’ information. Each part of the ISO/IEC 23127 series is
self-contained and has its own scope and purpose. This facilitates use and maintenance of specific parts
and thus of the whole standard.
The ISO/IEC 23127 series aims to enable multilingual equivalence and cultural adaptability. This means
incorporating and supporting both (1) a top-down requirements approach, i.e., that of jurisdictional
domains; and, (2) a bottom-up approach of the requirements of the individual, i.e., human being, as the
(final) user, doing so in a global context. To achieve this, the ISO/IEC 23127 series supports both global
interoperability and local specificity, such as:
— natural and special languages and associated multilingual requirements;
— jurisdictional, legal, regulatory, and geopolitical constraints as mandated by relevant jurisdictional
domain(s).
This document does not provide detailed information regarding multilingual equivalencies or
multicultural requirement support.
In the implementation of one (or more) part(s) of the ISO/IEC 23127 series, it is possible that a user
may have additional or more precise requirements to implement. This document only defines high-
© ISO/IEC 2021 – All rights reserved v

---------------------- Page: 5 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

level parts of OLF information in online platforms. Users should extend customized information by
implementing one or more parts (or combinations).
This document only specifies metadata for OLF and the data structures. Data privacy constraints should
therefore be described in implementers' optional application profiles (see Clause 9). This document does
not provide detailed information on data privacy protection techniques. OLF’s information regarding
privacy can be handled and protected with any methods and techniques as needed by implementers.
vi © ISO/IEC 2021 – All rights reserved

---------------------- Page: 6 ----------------------
FINAL DRAFT INTERNATIONAL STANDARD ISO/IEC FDIS 23127-1:2021(E)
Information technology — Learning, education, and
training — Metadata for facilitators of online learning —
Part 1:
Framework
1 Scope
This document specifies a metadata structure to store, present and exchange online learning facilitator
(OLF) information by specifying the data elements and their attributes to describe facilitator’s
information on various kinds of online education platforms.
This document provides a generic information model of OLF to describe relevant information that
applies to the facilitation and training services provided online, and includes information about the
person offering facilitation, the affiliation of the person, facilitation ability, facilitation practices, the
facilitation service offered, learners’ reviews and testimonies, and related social network information.
The conceptual data model allows the linguistic diversity of OLF information attributes and offers a
flexible metadata schema to describe them.
NOTE 1 Although this document provides suggestions on how to designate metadata elements that require
privacy protection, it does not provide detailed methods or techniques for how to implement privacy protection
measures.
NOTE 2 For metadata with privacy, the application profile in ISO/IEC 19788-1 can be used to tag data
elements concerning privacy and define them with conditions. OLF information privacy protection methods and
techniques, such as privacy-by-design, can be selected and applied as needed by implementers.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO/IEC 2382-36, Information technology — Vocabulary — Part 36: Learning, education and training
ISO/IEC 19788-1:2011/Amd 1:2014, Information technology — Learning, education and training —
Metadata for learning resources — Part 1: Framework
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO/IEC 2382-36, ISO/IEC 19788-1,
and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
© ISO/IEC 2021 – All rights reserved 1

---------------------- Page: 7 ----------------------
ISO/IEC FDIS 23127-1:2021(E)

3.1
online learning facilitator
OLF
body, entity or person who provides facilitation or tutoring services online
Note 1 to entry: An online learning facilitator may or may not be a person; it may be a computer agent.
Note 2 to entry: An online learning facilitator may or may not be a teacher in a traditional school or an instructor
in a university.
Note 3 to entry: An online learning facilitator may or may not possess an official certificate on teaching, coaching
or facilitation.
3.2
OLF information
online learning facilitator information
recorded information associated with individual online learning facilitator (3.1) in an IT system used to
support learning, education or training
Note 1 to entry: This information may be created, stored, retrieved, used, etc. by learning technology systems,
individuals (facilitators, learners, etc.), and other entities.
4 Abbreviated terms
DEGS data element group specification
DES data element specification
HR human resource
MLR metadata for learning
...

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