Summary of results:

Almost 2/3 of the respondents (65%) believe that there is a strong cultural preference for open source software in higher education.  The dominance was consistent across all categories of job functions except for “Higher Ed Administrative Staff” where there was no clear preference.

Among the entire population of respondents:

·      Of the seven named open source initiatives, LionShare received the highest percentage (49%) of not being known by the respondents.  Three others, Kuali, OKI, and OSPI were unheard of by more than 40% of the respondents.

·      Sakai was the most recognized name among the respondents and also received the most votes for having a reasonable chance to achieve 10% market share within three years.  Sakai was not recognized by only 23% of the respondents and 40% indicated that it would probably or absolutely achieve the 10% share.

·      uPortal and Moodle were not recognized by approximately a third of the respondents each (33% and 32% respectively). 

·      uPortal was second to Sakai in being most likely to achieve 10% market share in three years with 33% indicating probably or absolutely.

·      Moodle was third in being most likely to achieve 10% market share in three years with 17% indicating probably and absolutely.

·      Likelihood of achieving 10% market share in the next three years ranked by the ratio of probably/absolutely to probably/definitely not yields the following ranking (higher means more likely):

§       Sakai (4.4)

§       uPortal (3.3)

§       Moodle (1.6)

§       OSPI (1.6)

§       Kuali (1.1)

§       OKI (.6)

§       LionShare (.3)

·      Student information systems and financial systems were clearly considered to be the least vulnerable (both at 42% possibly or highly vulnerable) to competition from open source products with about an equal number of respondents feeling that they were definitely or probably not vulnerable versus possibly or highly vulnerable.

·      The other five categories mentioned were all considered to be quite vulnerable to open source competition.  In order from most vulnerable to least:

§       ePortfolios (77%)

§       Course management systems (76%)

§       Assessment tools (76%)

§       Online course content (76%)

§       Portals (72%)

·      Vulnerability as expressed as a ratio of possibly/highly vulnerable to definitely/probably vulnerable yields the following vulnerability ranking (higher means more vulnerable):

§       Assessment tools (20)

§       ePortfolios (10.2)

§       Course management systems (7.5)

§       Portals (7.1)

§       Online course content (6.67)

§       Student information systems (1.1)

§       Financial systems (1.1)

§       Respondents from institutions with operating budgets above $200 million were much more likely to consider their knowledge excellent or expert.  A majority of the respondents above $200 million considered their knowledge excellent or expert whereas for institutions under $200 million only five respondents considered their knowledge excellent or expert.

Among the most knowledgeable respondents:

·      The ordering of the initiatives most likely to achieve 10% market share was altered somewhat with Sakai first, uPortal second, OSPI third, and Moodle fourth.

·      Likelihood of achieving 10% market share in the next three years ranked by the ratio of probably/absolutely to probably/definitely not yields the following ranking (higher means more likely):

§       uPortal (6.3)

§       Sakai (4.6)

§       OSPI (1.9)

§       Kuali (1.4)

§       Moodle (1.1)

§       OKI (.6)

§       LionShare (.3)

·      Vulnerability as expressed as a ratio of possibly/highly vulnerable to definitely/probably vulnerable yields the following vulnerability ranking (higher means more vulnerable):

§       Assessment tools (33)

§       ePortfolios (16.5)

§       Course management systems (16)

§       Portals (16)

§       Online course content (4.8)

§       Financial systems (1.9)

§       Student information systems (1.4)

Among the least knowledgeable respondents:

·      The ordering of the initiatives most likely to achieve 10% market share was altered again with uPortal first, Sakai second, and Moodle third.

·      Likelihood of achieving 10% market share in the next three years ranked by the ratio of probably/absolutely to probably/definitely not yields the following ranking (higher means more likely):

§       Sakai (2.3)

§       Moodle (2.3)

§       uPortal (2.0)

§       OKI (1.4)

§       Kuali (1.3)

§       OSPI (1.0)

§       LionShare (.4)

·      Vulnerability as expressed as a ratio of possibly/highly vulnerable to definitely/probably vulnerable yields the following vulnerability ranking (higher means more vulnerable):

§       Assessment tools (13)

§       ePortfolios (10.2)

§       Course management systems (10)

§       Online course content (6.7)

§       Portals (4.4)

§       Student information systems (1.2)

§       Financial systems (.9)

Open-ended textual responses to “what would you most like to learn” were subjectively grouped into the following categories, listed in order from most mentioned to least:

§       Listing of offerings, deployment status, funding status, and resources to check out or test drive (23%)

§       Deployment issues including cost, resources, reliability, satisfaction compared to non-open source alternatives (21%)

§       Case studies, success stories across a variety of institutional types but in real production scenarios (not evaluations or pilots) (17%)

§       Open Source in higher education 101 – basic tutorial (15%)

§       Big picture industry issues such as interoperability, standards, roadmap for the future, and motivations behind the movement to open source (12%)

§       Potential innovations from open source for users, such as innovations in teaching and learning, reducing cost to students, etc, (10%)