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D 4.6
Authors:
Jill Evans, Dr Louise Moody
HDTI, Coventry University
Project co-funded by the European Commission within the ICT Policy Support Programme
Dissemination Level
P Public ����
C Confidential, only for members of the consortium and the Commission Services
Post Implementation Review
Project Acronym: DISCOVER
Grant Agreement Number: 297268
Project Title: Digital Inclusion Skills for Carers bringing
Opportunities Value and Excellence
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REVISION HISTORY AND STATEMENT OF ORIGINALITY
Revision History
Revision Date Organisation Description
#1 HDTI Report template and draft strategy
#1.0 12/03/15 HDTI Full draft v1.0 sent out for feedback
20/03/15 All Feedback received
#1.1 30/03/15 HDTI Full draft v1.1 sent out for feedback
31/03/15 All Feedback received
#1.2 01/04/15 HDTI Full draft v1.2 sent to project coordinator
02/04/15 Digital Birmingham Feedback received
#1.3 08/04/15 HDTI Final version circulated to project partners.
Statement of originality:
This deliverable contains original unpublished work except where clearly indicated
otherwise. Acknowledgement of previously published material and of the work of
others has been made through appropriate citation, quotation or both.
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Table of Contents
EXECUTIVE SUMMARY 6
1 INTRODUCTION 8
1.1 Aim 8
1.2 Purpose 8
1.3 Data collection 9
1.4 Structure 9
1.5 Intended Audience 9
2 PILOT PHASE 2 METHODOLOGY 10
3 PILOT SITE DESCRIPTIONS & VARIATION 11
4 CHANGES BETWEEN PILOT PHASE 1 AND APPLIED TO PILOT PHASE 2 18
4.1 Changes to the DISCOVER service (reported in D4.5) 18
4.2 Suggested changes to the pilot project methodology 19
4.3 Changes to Pilot site delivery changes (informal observations) 20
5 A SUMMARY OF THE IMPACT EVALUATION 22
6 USABILITY ASSESSMENT OF DISCOVER 23
6.1 Aim 23
6.2 Method 23
6.3 Results by Country 28
6.4 Discussion 37
7 SYSTEM DATA 40
7.1 Pilot Phase 1: System Data 40
7.2 Pilot Phase 2: System Data 40
7.3 Results 41
7.4 Discussion and conclusions 44
8 LESSONS LEARNT 45
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8.1 Method 45
8.2 Results 45
8.3 Discussion 61
9 THE EXIT STRATEGY 62
10 CONCLUSIONS 64
10.1 Efficacy of the DISCOVER solution and supporting processes 64
10.2 Improving the the quality of life of carers 64
10.3 The exit strategy 65
10.4 Final conclusions 65
APPENDIX A: PILOT PHASE 2 USABILITY SURVEY FOR CARERS 66
APPENDIX B: LESSONS LEANT – NARRATIVE DESCRIPTION 70
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Tables
Table 1: Number of Participants (carers and cared for people) recruited for Pilot Phase 2 [by country] ............................................................................................................................................. 10
Table 2 Pilot sites comparison: National context & similar services available .......................................... 12
Table 3 Pilot site comparison – service and responsibilities ..................................................................... 13
Table 4 Pilot Site Comparison: Target group(s) for the pilot and for the service post pilot ....................... 14
Table 5 Pilot Site Comparison: Pilot running ............................................................................................ 15
Table 6 Pilot Site Comparison: Pre- and Post-Implementation- Changes during pilot implementation ................................................................................................................................. 16
Table 7 Pilot Site Comparison: Future development and business plans ................................................. 17
Table 8 Number of Participants (carers and cared for people) recruited for Pilot Phase 2 [by country] ............................................................................................................................................. 24
Table 9 Participant summary per country ................................................................................................. 24
Table 10 Education levels of pilot participants .......................................................................................... 25
Table 11 Location of caring role for pilot participants ............................................................................... 25
Table 12 Use of DISCOVER .................................................................................................................... 25
Table 13 System use statistics for each pilot site learning zone component............................................. 42
Table 14 Help section view counts ........................................................................................................... 43
Table 15 Lessons Learnt: Carer Recruitment ........................................................................................... 46
Table 16 Lessons Learnt: Carer retention ................................................................................................ 48
Table 17 Lessons Learnt: Working with Stakeholders .............................................................................. 50
Table 18 Lessons Learnt: 4 different pilot sites / countries / services ....................................................... 51
Table 19 Lessons Learnt: Pilot process ................................................................................................... 52
Table 20 Lessons Learnt: Data collection tools ........................................................................................ 54
Table 21 Lessons Learnt: Data Collection Processes .............................................................................. 55
Table 22 Lessons Learnt: Service Content............................................................................................... 56
Table 23 Lessons Learnt: Service Development ...................................................................................... 57
Table 24 Lessons Learnt: Pilot Delivery ................................................................................................... 58
Table 25 Lessons Learnt: Business Plans ............................................................................................... 60
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EXECUTIVE SUMMARY
This report (deliverable 4.6) details the findings from task 4.5 the Post Implementation Review.
The Digital Inclusion Skills for Carers bringing Opportunities, Value and Excellence (DISCOVER)
project was funded by the European Union Competitiveness and Innovation Framework
Programme. It has run from April 2012- March 2015 and involved 9 partners from 5 countries (UK,
Netherlands, Greece, Ireland and Spain).
The DISCOVER service was developed to provide online support to carers. The service provides
support to users through a portal to information about their caring role and access to learning
about digital skills. It has been piloted in two phases in the UK, Netherlands, Greece and Spain.
The first phase evaluation (Pilot Phase 1) sought to inform the iterative development of the service
and test the pilot methodology. This report details some of the changes to the DISCOVER service
and pilot site delivery that were made as a result of the first pilot. Following on from Pilot Phase 2,
the report comments on the effectiveness of the service from the user perspective, the
development of the service, the success of the pilot implementation with reflection on site-based
differences and the lessons learnt from the pilot operation. This deliverable also reflects on the
impact evaluation results reported in D2.7 and D5.3 the Business Development Plan that has
emerged from the project.
Pilot Phase 2 ran from 01/01/2014 to 15/02/2015 dates. During this time 371 carers and 18 of the
older people they care for were enrolled and trained in the use of the system. Data was collected
from carers to allow an impact evaluation and assessment of the usability of the service. In
addition semi-structured interviews were undertaken with pilot site leads, system data was
captured to understand how the service was being used, and lessons learnt were captured
through interviews and project partner’s workshops.
DISCOVER was developed for, and piloted in 4 different countries. The importance of tailoring
both the service and the pilot to the local country context and requirements was recognised. As a
result of the site by site differences, much of the data collected has been considered on a country
basis, rather than being combined together. The business plans are specific to each country pilot
site.
The impact evaluation (see D2.7) provides a final analysis of the skill and quality of life gains made
by participants using DISCOVER. Overall it was concluded that many carers learned new skills and
gained new knowledge through engaging with the DISCOVER Skills Zone. Carers reported that they
valued finding out about local and national services, enjoyed leisure activities such as brain games
and as a result of DISCOVER felt more supported in their caring role. Carers’ feelings of wellbeing
were found to improve during pilot phase 2. Both informal and formal carers would recommend
DISCOVER to other carers and formal carers would also recommend it to their employers.
Under task 4.5 usability testing of DISCOVER was undertaken. This explored differences in end-
user perception of usability within each country. The service was considered on a country by
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country basis given the variations in content. Broadly the findings suggest that participants feel
the system was enjoyable to use and met their expectations. Greek and UK-based participants
appear to be most satisfied with the service. There did not appear to be any major usability issues,
and ratings for accessibility were positive. Participants strongly agreed that they would not pay for
the service. Caring skills were mildly rated as having improved. Feedback indicated that
communication with others had not been improved as a result of using DISCOVER. The analysis has
led to recommendations for future development both of the service and platform to ensure that
system usability does not discourage use.
A review of system data was undertaken to provide insight into actual use of the system during
the pilot. The data indicates that the number of registered users varied across pilot sites. The first
piece of content / course provided by the service has the highest number of hits, perhaps
suggesting that use is not continued through the content, and content is explored sequentially.
The lessons learnt through the piloting of DISCOVER have been captured. Issues arising have been
documented, alongside the potential impact and how the project team responded to address
these issues. The issues are wide ranging and cover recruitment, retention, working with
stakeholders, and working piloting in different countries etc. It is intended that this log provides
guidance for similar projects and further exploitation of the DISCOVER service.
In conjunction with D5.3 the report summarises the ability of the DISCOVER solution to be
competitive in the market. A business model for each country is presented and factors affecting
the exit strategy at each site are briefly summarised.
The report concludes that overall DISCOVER, as a funded project has achieved the primary aim of
creating a new service to deliver digital skills training for carers. The service has been developed
and tailored in a country specific way to cater for local context and to ensure sustainability. The
pilot results indicate that the service is valued by users and that the service offers adequate
usability. Recommendations are summarised for the further development and exploitation of the
service.
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1 INTRODUCTION
This report provides a post implementation review of the DISCOVER service. DISCOVER has been
developed over the period April 2012- March 2015 to provide online support to carers. The service
provides support by providing a portal to information about their caring role and access to
learning about digital skills. It has been piloted in two phases in the UK, Netherlands, Greece and
Spain. The first phase evaluation (Pilot Phase 1) sought to inform the iterative development of the
service and test the pilot methodology. The second phase (Pilot Phase 2) sought to explore the
efficacy of the solution and the impact on learning.
This report represents the output from Deliverable 4.6 and reports on the DISCOVER pilot
implementation. It will comment on the pilot processes including country / pilot variations. It will
reflect on the opportunity that the service offers to improve the quality of life of carers (linking to
D2.7). In conjunction with D5.3 it will comment on the ability of the DISCOVER solution to be
competitive in the market. Factors affecting the exit strategy at each site will be discussed. In
order to guide future development and exploitation, the lessons learnt from the project are
mapped.
1.1 Aim
The aims of this work package and deliverable are:
• To provide a post implementation review of the DISCOVER service
• To detail changes to the service since Pilot Phase 1
• To evaluate the usability of the DISCOVER service as is stands during Pilot Phase 2
• To provide a review of the pilot running and operations during Pilot Phase 2
• To collate lessons learnt during Pilot Phase 2
As a result of the above, this deliverable will complement deliverables D2.7 and D5.3 by collating
the results from the Pilot Phase 2 evaluation and drawing conclusions around the: • Efficacy of the DISCOVER solution • Effective supporting processes • Achievement of the desired outcome to improve the quality of life of carers through
learning, informational access and support outcomes for the end-user • Ability of the DISCOVER solution to be competitive in the market as a solution • An exit strategy that ensures the Discover solution gives support to formal and informal
carers for three years, after the completion of the project. The business part of the exit
strategy is reported in D5.3 Deployment Plan.
The final results of this post review evaluation provide a success indicator and reinforcing evidence
for the effectiveness of the DISCOVER service.
1.2 Purpose
The purpose of this report is to provide a post implementation review of the DISCOVER service. It
is a success indicator of DISCOVER effectiveness, providing measurable and quantifiable results to
allow assessment of the efficacy of DISCOVER.
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The report will comment on the effectiveness of the service from the user perspective, comment
on the development of the service, the success of the pilot implementation with reflection on site-
based differences and the lessons learnt from the pilot operation.
The report will outline the final usability evaluation undertaken on the DISCOVER system, and
relate the findings to the feedback and subsequent technical developments arising from D4.5
(Service Evaluation and Adaptation Report). This allows us to determine where the strengths and
limitations of the DISCOVER service lie from a user perspective. The report also links to the future
business plans for each DISCOVER site discussed in D5.3.
It is intended that that the report will guide future exploitation of the project and provide useful
reflections for future EU projects.
1.3 Data collection
The findings reported here have been derived from the Pilot phase 2 implementation. The pilot
site evaluation has involved the following methodology to evaluate the DISCOVER solution and the
experiences of the project personnel (as per D4.3 Pilot and Service Methodology Report):
• Pilot users: impact questionnaires (reported in D2.7)
• Pilot users: usability questionnaires (reported here in D4.6)
• Interviews and focus groups with carers and the older people they care for (reported in
D2.7)
• Interviews with project partners (reported here in D4.6)
• Analysis of system and technical files, logs and statistics (reported here in D4.6)
• Review of lessons learned (reported here in D4.6)
1.4 Structure
This deliverable will be structured as follows, with detailed subheadings given in the contents
section:
• Pilot phase 2 methodology
• Pilot site descriptions and variations
• Pre and post implementation changes
• A summary of the impact evaluation results
• Usability assessment of DISCOVER
• System usage data
• The exit strategy
• Conclusions
• Recommendations
1.5 Intended Audience
This deliverable is intended to be used as a reference document that guides further development
and exploitation of DISCOVER. It also aims to provide lessons learnt from this project that may be
transferable to other similar projects that are piloted across the EU.
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2 PILOT PHASE 2 METHODOLOGY
The Pilot Phase 2 DISCOVER evaluation was undertaken at 4 pilot sites: UK, Netherlands, Spain and
Greece. The Pilot Phase 2 methodology is detailed in full in D4.3.
In summary the pilot lasted 54 weeks from 01/01/2014 to 15/02/2015.
During this time 371 carers and 18 of the older people they care for (total participants: 389) were
enrolled and trained in the use of the system. The country by country break down of participants
is summarised below in Table 1.
Table 1: Number of Participants (carers and cared for people) recruited for Pilot Phase 2 [by country]
Greece Spain The Netherlands* UK
Informal carers 65 67 40 96
Formal carers 40 37 8 18
Cared-for people 6 2 2 8
Total 111 106 50 122
Total number of participants (carers and cared-for people) across all 4 pilot sites: 389
*from Month 31
Data was then collected from carers in several formats:
1. Impact evaluation questionnaire (n= 260; representing a 67% return rate)
2. Usability questionnaires (n= 207; representing a 53% return rate)
In addition to the data collected directly from end-users the following were undertaken:
• semi-structured interviews were undertaken with pilot site leads (n=4)
• system data was captured to understand how the service was being used
• lessons learnt were captured through a series of interviews and data collection exercises
during project member workshops
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3 PILOT SITE DESCRIPTIONS & VARIATION
As the project evolved, it was clear that the situation and the nature of the caring population in
each of the pilot sites countries (UK, Netherlands, Spain and Greece) differed. The needs and
requirements of the intended end-users and the way in which the service would be used varied.
Therefore, the DISCOVER service and content was adapted to local country context and
requirements.
This section aims to summarise the differences in the pilot sites and provide an overview of the
main contextual points at each. It aims to show where there were content differences in the
DISCOVER service and highlight differences in the piloting approach. As a result of the site by site
differences, much of the data collected has been considered on a country basis, rather than being
combined together. The business plans are specific to each country pilot site taking into account
local context.
Tables 2-7 provide an overview of the cultural context within which each pilot has been run.
Deliverable D2.7 provides a fuller overview of the cultural differences and local variations
observed throughout the project. This deliverable (see section 8) will describe key learning points
from the pilot findings, including those stemming from localised differences.
Table 2 Pilot sites comparison: National context & similar services available UK Spain Netherlands Greece
National context
• Healthcare in the UK is mainly
provided by the National Health
Service (NHS), and formal care is
largely provided by statutory
services.
• Anyone can receive up to 6
weeks’ funded in-home support
for reablement or enablement
purposes which is usually
provided by a Local Authority.
• Formal care is funded from
personal budgets and
governmental allowances e.g.
attendance allowance.
• Informal carers can gain support
from several local and national
organisations such as Carers UK,
Age UK, Carers Trust and others.
• There are a number of local
charities and organisations within
the Birmingham region where
piloting took place (e.g. Dementia
Information and Support for
Carers, Mencap, Birmingham
Carers’ Hub, Birmingham City
Council, My Care in Birmingham).
• There are laws and rights for people
with disabilities in Spain but no
comprehensive approaches to
support carers.
• Services are provided to the
community by residential homes,
day care centres, home assistance
services, multiservice centres
• Formal care is funded from personal
budgets and governmental
allowances
• INTRAS is a non-profit organization
specialising in mental health and
ageing
• It focuses on co-development,
assessment & validation of services
& technological solution for users, to
address their existing and emerging
social and health care needs.
• It consists of 9 centres in 6 different
provinces in Spain with more than
90 psychiatrists, psychologists and
professionals from social and
economic fields
• It delivers services for elderly,
disabled people and carers, whilst
creating models of practice.
• Care in the Netherlands is currently
within a period of significant change.
As of Jan 2015 care will be controlled
by Municipalities of which there are
around 400. It was previously the
responsibility of national
government and national funded
institutions.
• The providers of care, welfare,
housing and labour are involved in
this transition. Clients
(organisations), voluntary and civic
organizations will play an
increasingly important role.
• Through the new law solutions will
only be offered to people who are
not able to pay themselves. The
municipalities receive 60% of the
current budget to provide these
customized solutions.
• All aspects of care outside the
responsibility of the Health
Insurance, now fall under the new
system and it is as yet unclear how
this will be rolled out and affect
existing carers and those receiving
care.
• There are a large proportion of
migrant workers within Greece
delivering care, therefore it is a
challenge to recruit due to language
barriers.
• However, it is expected that this
group would not be willing or able to
pay for a service like DISCOVER so it
is considered to be more important
to engage with formal caregivers
who may be representative of future
customers.
Similar services available
• Although there are other services in
the UK providing elements of the
DISCOVER service, such as digital
learning or carer support groups,
there is no known competitor
providing a whole service which
provides all aspects that DISCOVER
offers.
• Informal carers can gain support
from several local and national
charities and organisations such as
regional and national caregivers
associations (e.g. FAFAL)
• However the support provided can
be irregular (e.g. yearly workshops,
standard information on the web).
• A priority in The Netherlands is
anything that can help support older
and vulnerable people to maintain
their mental health and reduce
loneliness.
• Several organisations are delivering
this support, using portals and
websites. None have a Learning
Zone included.
• There are no known services offering
the same type of support to carers in
Greece.
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Table 3 Pilot site comparison – service and responsibilities
UK Spain Netherlands Greece
Short description of the DISCOVER service
• The UK version of the DISCOVER
service has included all teaching and
learning elements including quizzes,
course activities and virtual case
scenarios.
• Activity completion rates are
available via the Moodle admin
facilities
• Quiz attempts/completion are also
available.
• Forums were introduced for Pilot
Phase 1 at the request of UK
participants.
• The Spanish version has included
most teaching and learning elements
including quizzes and virtual case
scenarios.
• Activity completion rates are not
available via the Moodle admin
facilities
• Quiz attempts/completion are
available.
• The Dutch version includes the
portal and the Learning zone
subjects to find relevant websites
using Moodle
• The Dutch version of the DISCOVER
service has included limited/no
teaching and learning elements, with
the removal of quizzes and course
activities.
• Virtual case scenarios remain and
have been well received.
• No course activity or quiz
completion statistics are available
via Moodle.
•
• The Greek version of the DISCOVER
service has included all teaching and
learning elements including quizzes,
course activities and virtual case
scenarios.
• Activity completion rates are not
available via the Moodle admin
facilities,
• Quiz attempts/completion are
available.
• Forums were introduced for Pilot
Phase 2 at the request of Greek
participants.
Partner responsibilities during the pilot
• Partner responsible for training
carers: OU/Digital Birmingham
• Partner responsible for
recruitment/carer engagement:
OU/Digital Birmingham
• Tech support: BCU
• Maintenance: OU
• Partner responsible for training
carers: INTRAS
• Partner responsible for
recruitment/carer engagement:
INTRAS, with the support of
stakeholders organizations such as
AFACAYLE Alzheimer Association
• Tech support: BCU
• Maintenance: INTRAS
• Partner responsible for training
carers: ASTRA
• Partner responsible for
recruitment/carer engagement:
ASTRA/ stakeholder organisations.
• Tech support: BCU, ASTRA
• Maintenance: ASTRA
.
• Partner responsible for training
carers: AUTH
• Partner responsible for
recruitment/carer engagement:
AUTH
• Tech support: BCU
• Maintenance: AUTH
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Table 4 Pilot Site Comparison: Target group(s) for the pilot and for the service post pilot
UK Spain Netherlands Greece
Target group(s) for the pilot and for the service post pilot
• The UK pilot was aimed at both
formal and informal carers
• The aim was to reach 75% informal
and 25% formal carers. Due to the
recruitment method and priority on
reaching informal carers the actual
distribution was 84% and 16%.
• In PP1 carers were reached mostly
through carer support organisations
• In PP2 carers were reached through
carer support organisations, word of
mouth and care homes. In addition
the Citizen Panel market research
database was used to ensure the
target of 100 carers was achieved.
• Moving forward will be marketed
primarily at informal carers and the
care home market within the formal
carers sector (see D5.3 for more
details).
• The Spanish pilot was aimed at both
formal and informal carers, and
there was a roughly even split
between the two.
• Initial feedback (PP1) was obtained
from formal carers who were known
to INTRAS and had a relatively high
level of computer literacy.
• In PP2 recruitment processes were
adapted to use gatekeepers to reach
carers who were not existing
contacts of INTRAS.
• The level of computer literacy of
these carers was lower although still
perhaps not representative of a
typical carer.
• The Dutch pilot was initially aimed at
stakeholders (in PP1) and some
carers in order to discuss the
concept of the DISCOVER service
whilst the platform was in
development.
• In PP2 carers were recruited through
snowball sampling via the
stakeholders, and represented a mix
of formal and informal caring
perspectives.
• The Greek pilot was aimed at both
formal and informal carers; there
was more success in reaching formal
than informal carers.
• Recruitment and retention was
largely successful, with 105 carers
completing the usability
questionnaire.
• Carers were reached via the
University , through the Alzheimers
Association and Related Diseases
Association
• DISCOVER was advertised at
workshops for other projects to
increase exposure; carers were also
reached through their continuing
education on other university
courses
• The type of people who would be
interested in paying and joining a
course would not be the immigrant
carers, so it is accepted that these
were not the carers reached in the
pilots.
•
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Table 5 Pilot Site Comparison: Pilot running
UK Spain Netherlands Greece
• Participants were recruited with the
help of a number of organisations
e.g. Carers Centres, Mencap,
Birmingham Citizen’s Panel, AgeUK
and were based in Birmingham and
its surrounding areas, and Milton
Keynes. For more detail see D2.6.
• DISCOVER was demonstrated to
participants by OU and BIRM
partners, and participants were then
encouraged to try the service for
themselves.
• Some sessions were delivered in
groups and some on a one-to-one
basis.
• During PP2 all participants were
given an individual login however,
some used an admin login.
• There was no further face to face
training following the induction
session. Participants were asked to
access the Skills Zone from home.
OU contacted participants by email
to encourage further use.
• Carers accessed DISCOVER via group
workshops where they were guided
through the service and the various
features week by week.
• The workshops were delivered over
10 weeks but none of the carers
attended every session. There were
approximately 5 to 8 participants per
session.
• Face to face support and
engagement was necessary to keep
carers motivated but this was
challenging.
• Caregivers were recruited from
interventions provided for those the
participants were caring for as well
as other activities such as workshops
for carers
• They were also recruited through
dissemination and project exposition
in different regional events involving
and targeting carers.
• DISCOVER was presented to
stakeholder groups during
discussions generally about the
provision of carer support in the
Netherlands.
• Stakeholders were shown the
service and encouraged to sign up
for themselves when the site was
ready.
• Carers were guided through the
process with remote support from
ASTRA when needed.
• Support was provided by telephone
and email for those who chose to
create accounts.
• Carer feedback was obtained by
telephone interviewing all individual
testers of DISCOVER who were
available, able and willing to be
interviewed.
• ASTRA used the project protocol
with questions added to obtain
participants’ opinion about the
potential use of DISCOVER
components available in the UK, but
not implemented in The Netherlands
• DISCOVER was run through specific
workshops – system is demonstrated
and initial steps are taken e.g.
signing up.
• All participants attended a workshop
and all had individual logins.
• The master login was demonstrated
and then participants signed up to
the service
• If they did not have an email
address this was created in the first
session.
• Some carers used DISCOVER
between sessions, some waited for
the second workshop to use it.
• Generally the questionnaires and
evaluation materials were combined
with the delivery sessions to
facilitate better response rates.
• Within each workshop there were
between 10 and 20 participants in
order to allow everyone to take part
in a manageable way.
• Some users continued to use it in
their own time
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Table 6 Pilot Site Comparison: Pre- and Post-Implementation- Changes during pilot implementation
UK Spain Netherlands Greece
• Though there was a good level of
engagement with carers and
participants showed enthusiasm,
they were less engaged with the
process of the pilot and continued
participation.
• Time was a recurring issue; with
carers feeling they didn’t have time
to complete questionnaires or in
some cases use the service.
• About half of the carers completed
the impact evaluation questionnaire
through a variety of approaches:
paper and electronic versions face to
face contact, and by phone
• Reminders were given using
telephone and email.
• Carers who felt unable to complete a
questionnaire were asked key
questions by phone, which increased
the richness of the data.
• Carers were supported during the
pilot through regular email and
phone contact. They were offered
face to face sessions.
• Many were not able to leave the
people they cared for so take up
after the ‘getting started workshops’
was low.
• Initially (Pilot Phase 1)
experimentation and end-users
analysis focused on expert end-users
given their previous collaboration
testing other technologies,
approaches, or those with medium
or advanced digital abilities.
• For the second pilot (considering the
technology and approach advances
& improvements offered at this
stage) real users with very
heterogeneous profiles and digital
abilities took part.
• 77 carers completed the impact
evaluation questionnaire through a
variety of approaches: paper and
electronic versions face to face
contact, and by phone
• Some new collaborations were
established with recognised
gatekeepers supporting the project
by signalling potential interested
read-users with which the pilot team
established contact. In the PP1
participants were mostly recruited
directly by INTRAS considering the
stage of the intervention prototype.
• Dutch carers expressed that they do
not wish to partake in structured
learning, but would rather find
information related to their needs at
their own pace.
• The DISCOVER service was adapted
in The Netherlands and teaching and
learning tools, and reference to
learning removed; the learning zone
was renamed the Knowledge
Database
• The original plan for the Dutch
evaluation was to build face to face
groups and foster a community
engagement approach in order to
encourage carers to engage with
DISCOVER.
• There were challenges faced with
this approach so the methodology
was adapted to include distance
participation; carers were reached
remotely and ‘virtual groups’ were
created.
• The evaluation activities were largely
completed by telephone.
• Dutch carers are reticent to
complete questionnaires and prefer
to give feedback via qualitative
means. This was reaffirmed by the
low questionnaire completions
• The Greek pilot developed specific
cases in other systems (for example
Open Labyrinth virtual patient cases)
• This provided a more experiential
case based learning approach.
• Some of these also translated into
Second Life but this could not be
financially maintained (300 EURO
per month) so Open Sim is now
being used instead but certain
aspects need reworking.
• This is more sustainable as there is
no cost – this has only been
developed in Greece presently.
• Users cannot run this on their own
when they first use the service, as it
needs a powerful machine to run.
• Initial feedback suggests that carers
like this approach, especially the
younger carers.
Page 17 of 17
Table 7 Pilot Site Comparison: Future development and business plans
UK Spain Netherlands Greece
Future plans for development
• DISCOVER will be used to strengthen
the existing work of BCU with
regards to course delivery.
• It is clear that the service must be
free at the point of delivery, as
carers do not have the means to pay.
• elearning is an important
component of the service, though
some carers will require support to
use the Skills Zone initially.
• In the UK BCU will continue to
maintain the platform.
• Personalised/customisable content
• Feedback suggests that mapping
services and providing information
about non-care-related services
would be of interest to people.
• Promoting national and regional
awareness about the importance of
caring for caregivers
• Promote awareness of how the
needs of rural caregivers can be met
by ICT solutions – continue to open
the eyes of the Goverments to
ensure a good internet broadband in
such areas
• DISCOVER is seen as a tool to allow
people to find information about
subjects relevant to them (e.g.
dementia) without being
overwhelmed by the number of
search results returned by Google.
• Users show a willingness to continue
to use DISCOVER
• Should be customisable allowing
users to suggest or create content
for themselves.
• Teaching and learning can exist but
in the form of embedded learning,
so that it appears to be more than a
learning tool.
• For people to carry on using
DISCOVER after the life of the
project, they should be able to
create content and maintain profiles,
scoop.it topics and so on.
• More content is required to there is
continuation for existing users of the
site.
Business plans (see D5.3 for detail)
• At this stage it is envisaged that BCU
in collaboration with Birmingham
City Council will host, maintain and
develop the DISCOVER platform.
• In the short term these costs will be
absorbed by BCU. Birmingham City
Council has the contact with
potential users that will allow
effective targeting of formal carers
through partners CM2000 and NCC
Resources.
• DISCOVER will be free at the point of
use
• Currently it is assumed that people
will not pay for DISCOVER.
• DISCOVER would be best placed as a
component of a training course, e.g.
a dementia course.
• This somewhat reduces the risk
associated with the business plan by
embedding DISCOVER within a
larger offering as a resource to use
between sessions, and a means of
accessing information
• The service must mainly support
carers in their care provision – the
priority for Dutch carers is to be able
to give care as good as possible, and
as a secondary priority to be able to
improve their own lives.
• It is also important not to forget the
needs of the cared for, so the
community approach will be
important in the business plan.
• One of the plans in response to this
is to release DISCOVER as a life long
learning scheme or module and
combine it with other courses, and
consider accreditation
• In the form of CPD, or element of an
undergraduate course involving
blended learning, seminars and
some activities over distance
Maintain and advertise effectively.
• Gain university approval (see D5.3
for further details).
4 CHANGES BETWEEN PILOT PHASE 1 AND APPLIED TO PILOT PHASE 2
Pilot Phase 1 aimed to inform the iterative development of the DISCOVER service, and to develop and test
the pilot methodology. The results are summarised in D2.6 (Impact Evaluation) and D4.5 (Service
Evaluation and Adaptation Report). In this section we summarise some of the changes to the DISCOVER
service that were made as a result of the Pilot Phase 1 results reported in D4.5.
4.1 Changes to the DISCOVER service (reported in D4.5)
Changes that were made to the service content or appearance as a result of feedback from users as
reported in D4.5:
Feedback from
users
Suggested Changes Implemented changes
Font size Increase the font size and keep font sizes
consistent. Ensure there is a way for users to
manually adjust the font size – if this is already
in place, ensure that it is made obvious how to
do this.
In the UK the site was developed according to
Accessibility guidance W3C Level A and many
features reach Level AA. This is being adopted
by the other country services in due course.
Navigation Users found the site difficult to navigate –
ensure that menus are clear and simple, and
keep a ‘breadcrumb trail’ to allow users to
return to their starting point.
The navigation has been revisited at each site.
There are country variations on the
transparency of the navigation and depth of
the structure which are being considered
locally.
Help function The help function was seen as useful but not
always able to assist. If users submit a
question, ensure that it is answered and where
possible, add to the help content periodically
to keep it up to date.
A help button was added on the right hand site
navigation to make the access to help more
transparent, the help content has been
improved
Login requirement Introduce a ‘quick-links’ function to allow some
content to be seen without a login. Some users
do not wish to register with DISCOVER in order
to access information, so allow some to be
open content.
It was important to maintain the login
requirement for tracking of usage during the
pilot. This is an issue that will be revisited on a
country by country basis depending on the
business model to be adopted going forward.
These changes relate to those recommended in D4.5. There are wider content changes to the system and
local variations that are detailed elsewhere as a result of Workpackage 3 (Service Adaptation and
Customisation).
Page 19 of 19
4.2 Suggested changes to the pilot project methodology
Changes that were made to the project methodology on the basis of feedback or challenges reported in
D4.5:
Challenge/limitation Suggested Changes Implemented changes
Consider the
implications of 4 sites
and 4 methodological
approaches
The results indicate that DISCOVER varies in
content and usability at each site. Equally the
implementation of the evaluation approach
has varied at each site. The project should
consider whether the approach will be more
aligned for pilot phase 2 allowing direct site
comparisons to be made.
Research during the project into local context
and needs highlighted the importance of
solutions that are tailored to local needs and
delivery model. In Pilot Phase 2 there was
effort directed at capturing and clarifying the
differences between sites, rather than trying
to develop a singular unified approach.
Questionnaire
numbering (scale)
Usability questionnaire Visual Analogue scale
numbering was confusing to some
participants – reverse this so that 10
becomes strong agreement, 0 becomes
strong disagreement.
The questionnaire scale was reversed so as to
reduce confusion.
UK – giving
questionnaires out to
take away/telephone
follow-up not
successful
More support is needed for UK participants
to return questionnaires, as telephone
follow-ups had limited success. Suggested
change is to add more narrative to the
questionnaire explaining its purpose and
reduce the overall length of the
questionnaire.
The overall length of the usability
questionnaire was reduced, with open-ended
questions kept to a minimum and more
narrative added to explain the purpose of the
questionnaire. Assistance and support was
provided by the pilot personnel.
Translation Technical support team and local pilot staff
to check local sites for translation issues –
some content remaining in English and some
only partially translated.
Translation issues were identified and
rectified as an ongoing task within the pilots.
Recruitment Where possible, aim to introduce groups of
carers face to face before they begin to
network online, as Dutch feedback suggested
that this would increase engagement with
the service.
Aim to recruit not just from carer
associations, but a wide range of caring
experience. Aim to recruit those with a
spectrum of digital skills and experience.
Face to face carer groups were challenging
due to limited availability on the part of
carers and the high numbers required in the
pilot phase 2 sample. Some groups were
achieved however methods were adapted to
include increased telephone contact and
one-to-one interviews.
Digital skills were considered to be more
representative of the target group in pilot
phase 2, although still showed relatively high
levels of digital skills suggesting that the very
digitally illiterate may not have been
represented.
Retention Ensure that support is available to
participants throughout the pilot phase,
including support to complete questionnaires
but also support when difficulties arise using
the DISCOVER platform.
Pilot personnel support was provided via
telephone, email and face to face contact.
Depth of data The initial data from pilot phase 1 indicates
that there was some disagreement that
digital and caring skills had been increased,
and that participants were not using
DISCOVER widely on mobile devices. To
The question ‘what are your favourite/least
favourite things about DISCOVER’ was
changed to ‘what was difficult/easy about
using DISCOVER’, to gain more usability-
focused data.
Page 20 of 20
ensure that this is not due to usability issues,
the questionnaire may need to be adapted
for phase 2 to explore these issues further.
It is suggested that the question ‘what are
your favourite/least favourite things about
DISCOVER’ is changed to ‘what was
difficult/easy about using DISCOVER’, to gain
more usability-focused data.
Crossover of impact
evaluation and usability
Define clearly which aspects of the service
are to be evaluated in which questionnaires,
to reduce the overall questionnaire sizes by
removing duplication.
Questionnaires were adapted to remove
superfluous or repetitive questions.
Length of usability
questionnaire
Questions to be revisited to reduce the time
taken to complete the questionnaire. More
guidance for questions may be required to
reduce confusion with Likert scales and ease
completion (thereby further reducing
completion time).
Length of time taken to complete the
usability questionnaire was reduced by
making the changes previously mentioned,
which reduced the overall number of
questions and thus the completion time.
System data Revisit system data logs from moodle to
determine how these can be used as an
evaluation tool – a more realistic and
achievable plan must be put in place to use
this data more effectively if possible as it has
the potential to support the usability
evaluation data by placing responses in
context of usage levels.
The use of Moodle does not readily permit
the analysis of system data, however
methods of doing so were explored for pilot
phase 2 and some system data has been
acquired and reported.
Language used in
questionnaires
Questionnaires to be reassessed for language
and clarity, as informal feedback suggested
that some of the language was too technical
e.g. participants not understanding terms
such as ‘social media’. Non-English pilot
personnel to reassess the translation of
questionnaires to ensure that question
meaning is not lost in translation.
Fuller explanations were added as necessary,
and confusing questions were removed from
the questionnaire.
4.3 Changes to Pilot site delivery (informal observations)
Table 6 above details some of the changes that were made to pilot running at each site. At a global level
the pilot was altered in the following way following learning from Pilot Phase 1:
1. Pilot sites developed relationships with trusted organisations to aid recruitment of carers and
encouraged stakeholders who supported Pilot Phase 1 to recommend other carers to join Pilot
Phase 2. Face to face contact was valued most, then email and telephone.
2. Face to face focus groups and training workshops for carers as potential users, were vital to
encourage initial engagement with DISCOVER, as well as to further sustain their engagement with
the service. For example, in Spain, carers recruited for Pilot Phase 2 were offered a
Page 21 of 21
space/workshop weekly to interested carers with low digital abilities with the objective to
reinforce their self-esteem and ability to be autonomous in the use of the Skills Zone.
3. In Kerkrade, in the Netherlands, the majority of the informal (and even formal) carers do not know
anything about ‘computers’ and are averse to using it, according to the focus group and according
to phase 1. So for Pilot Phase 2, carers invited to join groups that are mainly offering things they
dearly want: meet each other, get answers to difficult questions they have, find experts when
needed. This exercise has been named ‘Leuk voor Elkaar’ (Being nice, kind & compassionate) to
one another. The DISCOVER Skills Zone was presented to all ‘Leuk voor Elkaar’ groups, together
with other digital resources and applications.
4. Participants were recruited via gatekeepers local to the pilot site organisations and through direct
approaches.
5. Carers were reached via flyers and leaflets, telephone invitation, social media, personal invitation
by trusted contacts, and word of mouth.
6. Due to the larger sample, the main differences between Pilot Phase 2 and Pilot Phase 1 have been
focused on the monitoring and evaluation methodology. The key points on pilot procedure were
specifically:
o collection of the questionnaires (impact and usability)
o 2 focus groups (formal and informal carers participated together) were led by a
psychologist and content manager, involving 7-8 carers (at the end of Pilot Phase 2)
o follow-up activities on a weekly basis, mainly face-to-face and/or phone contacts.
o Big Blue Button teleconference platform was used with more experienced users (Spain
only)
o internal analysis of feedback provided by caregivers
The development of DISCOVER has been iterative with end-user involvement to ensure that the service
meets the needs of the intended user-group. The changes to both the service and the pilot approach
between Pilot Phase 1 and 2 have been significant to ensure the needs of carers are met for efficient
service delivery. The lessons learnt through both pilots are elaborated upon in more detail in section 8 to
further explain the project progress and learning and also inform future projects in this area.
Page 22 of 22
5 A SUMMARY OF THE IMPACT EVALUATION
The DISCOVER solution sought to provide learning for carers so that they might improve their digital skills
literacy, care skills, and benefit from online social interaction.
D2.7 provides a detailed Final Impact Evaluation Report and offers a final analysis of the skill and quality
of life gains made by participants using DISCOVER.
In summary the results indicated that:
• Despite feeling very time poor and pressured, many carers learned new skills and gained new
knowledge through engaging with the DISCOVER Skills Zone
• Carers valued finding out about local and national services
• Carers valued leisure activities such as brain games
• Carers joining DISCOVER felt more supported in their caring role
• Carers feelings of wellbeing improved during Pilot Phase 2
• Both informal and formal carers would recommend DISCOVER to other carers and formal carers
would also recommend it to their employers
• Stakeholders saw DISCOVER as a valuable addition to care services currently available that had
potential to improve both care services and the lives of carers and the people they care for.
These are very promising findings for the efficacy of the service. The pressure on carers is significant and
it has been clear that asking participants to find time to commit to the use and evaluation of the service is
challenging for them. However, despite these pressures 371 carers engaged with the service and 67%
found the time to respond to the impact evaluation survey about the system. This represents a good
response rate for survey-based research and is taken to be indicative of the recognised value of
DISCOVER.
It is of particular significance that carers’ feelings of wellbeing improved over the Pilot, so there was not
only perceived skill and learning benefits, but there was a reported positive psychological impact to
service and pilot involvement.
The perceived value of the service from the intended end-user group alongside the willingness to
recommend DISCOVER is significant in terms of seeking future investment for the sustainability of
DISCOVER.
Page 23 of 23
6 USABILITY ASSESSMENT OF DISCOVER
This section describes the usability testing of DISCOVER. Usability testing is undertaken with
representative end-users of a system to detect any usability problems, and determine the end-users
satisfaction with the product. Poor usability can lead to poor use of a system despite its valuable content,
because it is hard and frustrating to use. This is particularly important to consider when developing a
service for older users who are not familiar with computer-based systems.
A usability survey was conducted in Pilot Phase 1 of the DISCOVER project and resulted in
recommendations for how the system might be further developed to improve usability. This was reported
within D4.5 Service Evaluation and Adaptation Report and these issues are summarised in section 4
above. Here the findings of the second round of usability testing during Pilot Phase 2 are detailed and
differences in end-user perception of usability within each country are explored. This evaluation will lead
to recommendations for future development both of the service and platform to ensure that system
usability does not discourage use.
6.1 Aim
In Pilot Phase 2, the usability evaluation aimed to quantify user perceptions of DISCOVER usability. It was
intended that this feedback could be used to guide further improvement of the system, to report on the
current status of the service, and to inform the business plan by providing guidance on future
developments as suggested by the users.
6.2 Method
The usability survey was developed and approved by Coventry University. The pilot evaluation as a whole
was approved by the Open University Human Research Ethics Committee. The pilot methodology as a
whole was designed by the OU to ensure consistency across the 4 sites. The usability surveys were run
locally by the 4 pilot sites and the results delivered to the HDTI, Coventry University for analysis.
6.2.1 Recruitment
Participants were recruited via gatekeepers local to the pilot site organisations. Carers were reached via
flyers and leaflets, telephone invitation, social media, personal invitation by trusted contacts, and word of
mouth. Recruitment strategies differed by pilot site to adapt to local circumstances, and are discussed in
more detail in each site-specific section. Pilot personnel and project partners who were interviewed took
part voluntarily.
6.2.2 Participants
The number of participants included in Pilot Phase 2 are detailed below in Table 8.
Page 24 of 24
Table 8 Number of Participants (carers and cared for people) recruited for Pilot Phase 2 [by country]
Number of participants (n= 389)
Greece Spain UK The Netherlands
Informal carers 65 67 96 40
Formal carers 40 37 18 8
Cared-for people 6 2 8 2
Total 111 106 122 50
Not all of these participants took part in the usability assessment of the system as can be seen by the
participant number reported in Table 9. Approximately 53% of all pilot participants completed the survey.
The response rates were very good for Greece, and lowest for the UK.
Table 9 Participant summary per country
Number of participants (n=207)
Greece Spain UK Netherlands
Number completing the survey 105 65 19 18
Male 26 17 7 6
Female 79 48 12 12
Mean length of time caring (years) 4.3 2.7 7.7 9.2
Range (months and years) 1m – 20y 4m – 7y <1y – 39y 1y2m – 20y
Age of participants (years)
18-30 16 7 1 1
31-44 18 18 3 3
45-54 35 19 3 3
55-64 25 13 7 5
65-74 7 5 4 3
75+ 4 3 1 3
A summary of participant characteristics per country is given in Tables 10-12 and described below. This is
based on the data provided in the demographic section of the survey; some participants had chosen not
to complete these questions, therefore these figures are based only on valid responses to the
questionnaires.
Page 25 of 25
Table 10 Education levels of pilot participants
Number of participants
Highest level of education completed Greek Spain UK Netherlands
No school 0 2 0 0
Elementary/junior school 7 8 3 0
Secondary/high school 31 22 6 6
Higher education 57 26 10 12
Other 8 6 0 0
Number of participants with formal care
training 26 1 1 5
Table 11 Location of caring role for pilot participants
Number of participants
Where do you conduct care-related work most of the time? Greek Spain UK Netherlands
At the home of the person you are caring for 66 30 18 12
At a residential care home 6 7 0 1
At a care day or drop-in centre 9 0 0 1
For trips only, e.g. Helping with shopping for socialising 8 1 1 0
Did not answer 16 0 0 0
Table 12 Use of DISCOVER
Number of participants
Do you use DISCOVER: Greek Spain UK Netherlands
At home 75 35 9 12
Under supervision e.g. in a training session or workshop 18 0 2 1
Both of the above 12 0 4 1
Neither – I have seen DISCOVER but not used it 0 6 1 0
Greece:
105 participants completed the usability questionnaire in Greece. Of these, 26 were male and 79 were
female. 95 participants were currently caring for someone, and 8 were not at the time of data collection
(two participants did not divulge this information). 26 participants had formal training as a carer. Length
of caring ranged between 1 month and 20 years, with a mean of 4.3 years, indicating a wide range of
caring experience. Table 10 gives the highest level of education attained by the sample, and indicates that
there was a large proportion of University students or graduates within the sample. There were a wide
range of ages in the 18-64 range, with fewer participants in the older age brackets (see Table 9). Most
participants were responsible for caring at the home of the person receiving care. The mainly used
DISCOVER at home (n=75).
Page 26 of 26
Spain:
65 participants completed the survey in Spain. 17 were male and 48 were female. 56 participants were
currently caring for someone, and 9 were not at the time of data collection. 29 participants had formal
training as a carer, 25 did not. Length of caring ranged between 4 months and 7 years, with a mean of 2.7
years, indicating a wide range of caring experience alongside a reasonably even mix of formal and
informal carers. The majority of participants had completed either secondary education or University
education. There were a wide range of ages in the 31-64 range, with fewer participants in the older age
brackets (see Table 9) and the 18-30 range. Most participants were responsible for caring at the home of
the person receiving care. They exclusively used DISCOVER at home (n=35) if they had used it at all,
whereas 6 participants reported that they had only seen DISCOVER but not used it. In Spain DISCOVER
evaluation was largely facilitated in workshops, and there is missing data from this question, it can be
assumed that a substantial proportion of those who did not respond either to this question or to the
questionnaire itself used DISCOVER under supervision.
UK:
19 participants completed the survey in the UK. 7 participants were male and 12 were female. 19
participants reported that they were currently caring for someone. One participant had formal training as
a carer, 4 did not. Length of caring ranged between 1 and 39 years, with a mean of 7.7 years. 10 of the
sample indicated completion of Higher Education, including vocational qualifications. Participants were
spread evenly across age ranges (see Table 9). Most participants were responsible for caring at the home
of the person receiving care. The participants reported using DISCOVER at home (n=9), with 2 participants
using it under supervision and 4 in both settings.
The Netherlands:
18 participants completed the survey in the The Netherlands. 6 were male and 12 were female. All 18
participants were currently caring for someone at the time of data collection. Five participants had formal
training as a carer, and 13 did not. Length of caring ranged between 1 year and 2 months and 20 years,
with a mean of 9.2 years. Those who completed the usability questionnaire had reached either secondary
or higher education. There were a wide range of ages, with participants representing all age brackets (see
Table 9). Most participants were responsible for caring at the home of the person receiving care. They
mostly used DISCOVER at home (n=12)..
6.2.3 Design and Procedure
Usability evaluation questionnaires were developed by the Health Design & Technology Institute (HDTI,
Coventry University) and AUTH, and then agreed with wider project partners. The questions were based
on established usability principles such as error rate and correction, navigability, learnability and
accessibility. See appendix A for example.
Page 27 of 27
The questionnaires contained 35 questions relating to the carers’ computer literacy, the ways in which
they had used the DISCOVER service, how satisfied with the service they were, how easy they found it to
use, their feedback on usability principles such as accessibility and navigation, and their suggestions for
improvement and future development. Questions relating to ease of use and satisfaction were answered
using a 10-point scale where a higher numerical score indicated a more favourable opinion. Questions
relating to suggestions for improvement were open-ended allowing participants to give as much or as
little information as they wished. All 35 questions were optional.
The usability questionnaire had been updated following feedback obtained in pilot phase 1, notably that
the 1-10 scales were confusing and that the anchors should be inverted, and the observation that the
open questions were not providing clear feedback. Scales were reversed and closed questions were
substituted for some of the open questions, to reduce the overall length of completion and provide
clearer feedback on some of the usability indicators.
6.2.4 Analysis
The data was analysed on a country by country basis due to the differences in the service available and
the way in which the pilots were run. The sample sizes completing the survey also differed from country
to country. As this was an exploratory survey investigating perceptions, descriptive statistics rather than
tests of statistical inference were undertaken. As is appropriate with ordinal data making use of Visual
Analogue scales, distribution free methods such as a frequencies, and medians were calculated.
Page 28 of 28
6.3 Results by Country
In the following section the results of the usability evaluation are described for each pilot site. The tables
and graphs report the median scores given on a visual analogue scale where 1 represented a negative
score and 10 represented a positive score.
6.3.1 Greece
The Greek data is summarised below and graphically in Figures 1-3:
Ease of use/ ease of learning
• The ease of learning scores were towards the higher end of the rating scale which indicated positive
feedback
• Users could easily find the information that they required, and could use DISCOVER successfully every
time.
• The help function and the ease of correcting mistakes were relatively less highly rated, but still scored
well overall.
Errors
• No errors were reported via the usability questionnaire and no suggestions for improvement were
offered.
Satisfaction
• Satisfaction levels for DISCOVER were generally in the higher range (7-10) and suggest that the Greek
participants were happy with the service.
• The most positive scores were for the desire to continue to use the DISCOVER service
• Participants would recommend the service to other people.
• Participants’ knowledge about their caring role had been improved as a result of using DISCOVER.
• A lower average score, was given to the improvement of carers’ ability to use computers.
• Though computer literacy improvement was relatively less well rated, it was still rated in the higher
end of the scale
• Higher ratings were given for carers’ enjoyment of using the service and perceived beneficial effects.
• Though still in the higher end of the scale, the relatively less positive scores related to communicating
with others and a willingness to pay for the DISCOVER service which was the lowest score and closest
to the mid-scale.
• Fourteen participants had used some form of social networking since using DISCOVER, which they
reported to mostly be Facebook.
• One of these participants had also used Viber since using the DISCOVER service, and one reported
using online forums, though did not specify which.
Page 29 of 29
123456789
10
I could
easily find
the
information
I needed to
get started
with
DISCOVER
I was able
to find the
help
function on
the system
when I
needed it
The help
function
provided
the
solutions
when I had
difficulties
I could use
DISCOVER
successfully
every time
It was easy
to find the
pages or
sections I
wanted to
look at
The
instructions
in
DISCOVER
were easy
to follow
When I
made a
mistake, it
was easy to
correct or
undo
It was easy
to track my
learning
progress
and see
what I had
learned so
far/what I
had left to
learn
It was easy
to pick up
where I had
previously
left off
I liked the
visual
design of
the
DISCOVER
system
I wa able to
create an
account to
use
DISCOVER
without
any
problems
Figure 1: GREECE - Median ratings of agreement to ‘ease of learning’ questions
(1 =negative score and 10 =positive score)
1
3
5
7
9
How beneficial
do you think
DISCOVER is for
you?
How enjoyable
was it to use
DISCOVER?
DISCOVER has
met my
expectations
Using DISCOVER
has improved
my ability to use
computers
Using DISCOVER
has improved
my professional
care skills
The text on the
DISCOVER
website as at a
size I could
easily read
The buttons on
the DISCOVER
website were
labelled clearly
The colours
used in the
DISCOVER
website did not
cause me any
problems
Figure 2: GREECE - Median ratings of agreement to satisfaction related questions
(1 =negative score and 10 =positive score)
1
2
3
4
5
6
7
8
9
10
DISCOVER has helped me
to communicate with
others more
DISCOVER has improved
my access to information
and knowledge about my
caring role
I would continue to use
DISCOVER if it was
available
I would be willing to pay
for DISCOVER
I would recommend
DISCOVER to other people
Figure 3: GREECE - Median ratings of agreement to
satisfaction related questions (1 =negative score and 10 =positive score)
Page 30 of 30
6.3.2 Spain
The Spanish data is summarised below and graphically in Figures 4-6:
Ease of use/ease of learning
• Responses to the ease of learning statements were consistently in the mid to high range, indicating
that there was moderate agreement with the statements
• There was also moderate agreement with the statement ‘I could use DISCOVER successfully every
time’, indicating that participants were able to use the system easily.
• Participants mostly agreed on the effectiveness of the help function, and for those who tried to access
it (n=24), there was agreement that this function was easy to find.
• There was further agreement regarding the ability of the help function to provide solutions to the
problems encountered.
• Agreement was slightly lower (though still towards agreement rather than disagreement) regarding
the ability to self-correct mistakes, suggesting that participants attempted to correct their own errors
and were more able to do so.
Errors
• Six participants stated that at some point during their use of DISCOVER they had experienced a page
error.
• Of those who reported this, one was able to easily navigate away from the error or correct it,
however five were not.
• Those who had experienced errors were asked to describe them to the best of their ability; two
participants’ issues related to the content they were seeing being in English and therefore they could
not understand it.
• The remaining errors were temporary page loading or access problems, and issues using the VCC.
Satisfaction
• Responses questions relating to satisfaction tended toward a positive response.
• The higher ratings (indicating a more favourable opinion) suggest that participants found the service
enjoyable to use, and that it had improved their access to information related to their caring role.
• Usability ratings showed agreement that the design of the site did not cause any problems.
• Participants moderately agreed that DISCOVER had improved their professional care skills
• Participants disagreed that the service had improved their computer skills (see Figure 5).
• Willingness to continue using DISCOVER and to pay for the service was a source of moderate
agreement
• Moderate agreement with willingness to recommend the service to others.
• DISCOVER had improved access to knowledge about participants’ caring role, but there was no
agreement nor disagreement that DISCOVER had improved communication with others.
• Four participants reported using social media since learning to use DISCOVER, the remainder had not.
Page 31 of 31
123456789
10
I could easily
find the
information I
needed to get
started with
DISCOVER
I was able to
find the help
function on
the system
when I needed
it
The help
function
provided the
solutions when
I had
difficulties
I could use
DISCOVER
successfully
every time
It was easy to
find the pages
or sections I
wanted to look
at
The
instructions in
DISCOVER
were easy to
follow
When I made a
mistake, it was
easy to correct
or undo
It was easy to
track my
learning
progress and
see what I had
learned so
far/what I had
left to learn
It was easy to
pick up where
I had
previously left
off
I liked the
visual design
of the
DISCOVER
system
Figure 4: SPAIN - - Median ratings of ‘ease of learning’ questions
(1 =negative score and 10 =positive score)
123456789
10
How beneficial do
you think
DISCOVER is for
you?
How enjoyable
was it to use
DISCOVER?
DISCOVER has
met my
expectations
Using DISCOVER
has improved my
ability to use
computers
Using DISCOVER
has improved my
professional care
skills
The text on the
DISCOVER
website as at a
size I could easily
read
The buttons on
the DISCOVER
website were
labelled clearly
The colours used
in the DISCOVER
website did not
cause me any
problems
Figure 5: - Median ratings of ‘satisfaction’ related questions
(1 =negative score and 10 =positive score)
1
3
5
7
9
DISCOVER has helped me to
communicate with others
more
DISCOVER has improved my
access to information and
knowledge about my caring
role
I would continue to use
DISCOVER if it was available
I would be willing to pay for
DISCOVER
I would recommend
DISCOVER to other people
Figure 6: Median ratings of ‘satisfaction’ related questions
(1 =negative score and 10 =positive score)
Page 32 of 32
6.3.3 UK
The UK data is summarised below and graphically in Figures 7-9:
Ease of use/ ease of learning
• There was a very positive view of the DISCOVER learning experience.
• Participants were able to find the help function, could find the information that they needed and use
DISCOVER successfully every time.
• Font size, button labelling and colours were rated highly as appropriate and acceptable.
• The slightly lower average scores (indicating a tendency toward relatively lower agreement, though
still at the more positive end of the scale) suggested that correcting mistakes and getting started with
DISCOVER were slightly more difficult than general system use.
Errors
• Four participants indicated that they had experienced a page error at some point whilst using
DISCOVER
• One participant expressed that they found the navigation around the site difficult and could not work
out how to get from one page to the next (though they wondered whether this was due to the
capabilities of their computer).
• One participant felt that people with visual impairments may struggle with the site and suggested
bold type on yellow background as an improvement.
Satisfaction
• In the UK, satisfaction scores were more variable than in some of the other pilot sites.
• Participants were in agreement that the service was enjoyable to use, that it met expectations, and
that participants would recommend it.
• Ratings for how well DISCOVER had helped participants to improve their digital and caring skills and
ability to communicate with other carers demonstrated lower ratings.
• Participants strongly disagreed that the service had helped them communicate with others
• They neither agreed nor disagreed that they would be willing to pay for the service.
• There was agreement that participants would continue to use the service if it were available to them.
• Three participants reported that they had used social media since using DISCOVER
• Open ended questions revealed that there were mixed feelings about the usability and
appropriateness of the DISCOVER solution in the UK e.g. “Very straight forward. Don't know why it's taken so long to go online..”
“Couldn't work out where anything was on the website and how to find your way back again”
• There were few suggested changes made: “It was beneficial at the beginning - used to get access to other relevant websites. “
“Suggested using Streetwise to find out about any local information - such as other carers”
“I already know a lot of the things on Discover. I can't see much benefit for professional carers and think it would be much
better for informal carers. I know about services such as respite services, which I tell my clients about.”
“Unlikely to be using Discover very much in future as felt it just wasn't helpful for me or husband - but could be very helpful
for someone else with different needs to us.”
“Thank you for showing me this wonderful system, I would never have known what info was out in the community”
Page 33 of 33
123456789
10
I could
easily find
the
information
I needed to
get started
with
DISCOVER
I was able
to find the
help
function on
the system
when I
needed it
The help
function
provided
the
solutions
when I had
difficulties
I could use
DISCOVER
successfully
every time
It was easy
to find the
pages or
sections I
wanted to
look at
The
instructions
in
DISCOVER
were easy
to follow
When I
made a
mistake, it
was easy to
correct or
undo
It was easy
to track my
learning
progress
and see
what I had
learned so
far/what I
had left to
learn
It was easy
to pick up
where I had
previously
left off
I liked the
visual
design of
the
DISCOVER
system
I was able
to create
an account
to use
DISCOVER
without any
problems
Figure 7: UK - Median ratings of 'ease of learning' statements
(1= Negative score; 10= positive score
123456789
10
How beneficial
do you think
DISCOVER is for
you?
How enjoyable
was it to use
DISCOVER?
DISCOVER has
met my
expectations
Using DISCOVER
has improved
my ability to use
computers
Using DISCOVER
has improved
my professional
care skills
The text on the
DISCOVER
website as at a
size I could
easily read
The buttons on
the DISCOVER
website were
labelled clearly
The colours
used in the
DISCOVER
website did not
cause me any
problems
Figure 8: UK - Median Rating to 'ease of learning' statements
(1 = negative score; 10 = positive score)
1
3
5
7
9
DISCOVER has helped me
to communicate with
others more
DISCOVER has improved
my access to information
and knowledge about my
caring role
I would continue to use
DISCOVER if it was
available
I would be willing to pay
for DISCOVER
I would recommend
DISCOVER to other people
Figure 9: UK - Median ratings of 'ease of learning' statements
(1= negative score; 10 =positive score)
Page 34 of 34
6.3.4 The Netherlands
The data from the Netherlands is summarised below and graphically in Figures 10-12:
Ease of use/ ease of learning
• There was a relatively less positive view of the DISCOVER learning experience in comparison with the
other pilot sites.
• Participants most highly rated the ability to find the help function and correct mistakes when they
were made.
• Font size, button labelling and colours were rated highly as appropriate and acceptable.
• The mid-range average scores (indicating a tendency toward relatively lower agreement, though still
at the more positive end of the scale) suggested that participants could use DISCOVER successfully
and could find the information they needed.
• There were lower ratings compared to the other pilot sites for how enjoyable it was to use DISCOVER,
how beneficial the service was and whether the service met expectations.
• The lowest rating regarded whether DISCOVER had improved the Dutch participants’ ability to use
computers. Responses indicated that participants disagreed with this statement strongly.
• There was higher agreement that DISCOVER had improved care skills but this was still around the mid
range and therefore is inconclusive.
Errors
• Seven participants experienced difficulties when making an account for themselves on DISCOVER (it is
unclear how many people in total made their own account and how many had an account made on
their behalf).
• When given an opportunity to describe the issues they experienced, the information given was that
the participants were unable to log in. One user described having tried a number of different methods
to log in, all of which failed, and wondered whether cookies may have been causing a problem.
• No participants used the questionnaire to report any page errors.
Satisfaction
• Satisfaction scores were lower than in some of the other pilot sites.
• There was a lack of agreement that the service had increased knowledge of caring skills, or that users
would recommend the service to others.
• Participants declined to indicate whether the service had helped them communicate with others
• They strongly indicated that they would not be willing to pay for the service.
• There was some level of agreement that Dutch participants would continue to use the service if it
were available to them.
• Participants declined to answer whether they had used any social networking sites since using
DISCOVER.
Page 35 of 35
A narrative usability report was provided by the Dutch pilot team, who had conducted interviews with
users to gain feedback on the system. The main conclusions formed were as follows.
• The content of the Dutch Discover Learning zone is interesting for informal carers and it is well
presented, but is not necessarily different from existing Dutch services.
• The service was usable for those who had some degree of computer literacy already, but those who
did not struggled with the learning zone approach.
• Help and support was needed to allow these less experienced users to access DISCOVER.
• For those who were able to gain access to DISCOVER and assess the content, there were no major
usability issues.
• Some participants felt that they already knew the information being presented to them, and felt that
links to external content e.g. via Scoop.it should be curated by the users and not the team running the
service.
• There was a general view that people preferred information being presented to them by experts and
health professionals via personal contact.
• The falls prevention simulation was seen as interesting but the information was available and
preferred through local courses.
• The simulation of assistive technology in the home, however, was seen as useful.
Page 36 of 36
1
2
3
4
5
6
7
8
9
10
I could easily
find the
information I
needed to get
started with
DISCOVER
I was able to
find the help
function on
the system
when I
needed it
I could use
DISCOVER
successfully
every time
It was easy to
find the pages
or sections I
wanted to
look at
The
instructions in
DISCOVER
were easy to
follow
When I made
a mistake, it
was easy to
correct or
undo
It was easy to
pick up where
I had
previously left
off
I liked the
visual design
of the
DISCOVER
system
I wa able to
create an
account to use
DISCOVER
without any
problems
Figure 10: DUTCH - Median rating 'ease of learning' statements
(1= negative; 10 = positive)
123456789
10
How beneficial
do you think
DISCOVER is for
you?
How enjoyable
was it to use
DISCOVER?
DISCOVER has
met my
expectations
Using DISCOVER
has improved
my ability to use
computers
Using DISCOVER
has improved
my professional
care skills
The text on the
DISCOVER
website as at a
size I could
easily read
The buttons on
the DISCOVER
website were
labelled clearly
The colours
used in the
DISCOVER
website did not
cause me any
problems
Figure 11: DUTCH - Median Ratings of satisfaction statements
(1= negative score and 10 =positive score)
123456789
10
DISCOVER has improved
my access to information
and knowledge about my
caring role
I would continue to use
DISCOVER if it was
available
I would be willing to pay
for DISCOVER
I would recommend
DISCOVER to other people
Figure 12: DUTCH - Median ratings of satisfaction statements
(1= negative score and 10 =positive score))
Page 37 of 37
6.4 Discussion
There were a number of observed differences across the pilot sites in Pilot Phase 1 that where possible
were responded to in terms of system design and usability evaluation approach that were addressed for
Pilot Phase 2.
6.4.1 Comparison to Phase 1 Usability Results
It is difficult to make comparisons between Pilot Phase 1 and 2 because of the change in the way the Pilot
was run and the composition of the participants groups however some broad conclusions are drawn
below.
In Pilot Phase 2, there was greater consistency in some aspects of the evaluation. For example,
participants in the Netherlands showed more willingness to complete the usability questionnaire and as
such there are comparable data allowing for commentary on the same issues as the remaining pilot sites.
In general, the feedback was consistent across the pilot sites and having the data from the Netherlands
allowed for this consistency to be observed.
The service
Phase 1 results: Currently the DISCOVER service is running in each pilot country, with service users
comprising in the main of evaluation participants and pilot personnel. There are differences in the
structure of the web platforms (in particular in The Netherlands), and partners are curating content
relevant to the needs of their carers.
Overall, the ratings for the ease of use of the system indicate that consistently participants agreed that
they could use DISCOVER, and it met their expectations. Though there were some slight differences (e.g.
the Spanish participants’ ratings were slightly less positive than the other sites), generally the feedback
indicated that participants were able to use DISCOVER without major problems.
Phase 2 results: indicate that the findings largely match those of phase 1, with participants generally
feeling the system was enjoyable to use and met their expectations. Once again, the Spanish participants’
responses were relatively lower and thus less positive than the other sites. There did not appear to be
any major usability issues, and ratings for accessibility were very positive indicating that participants were
able to use the site without visual difficulties.
Despite some reported positive views of the service overall, participants were strongly agreed that they
would not pay for it, and were neither in agreement nor disagreement that their digital skills had
improved as a result of using DISCOVER. Caring skills were mildly rated as having improved. Feedback
indicated that communication with others had not been improved as a result of using DISCOVER.
Page 38 of 38
Challenges and enablers to usability
Phase 1 results: Participants felt that the content and information available was generally adequate
(though there were some who wished to see additional content or the existing content simplified), and
that it was presented in an interesting and engaging way. In particular, the virtual patients and interactive
scenarios were popular with carers.
Barriers to usability included font size, page layouts and navigation. Users at times found it difficult to find
the content they wished to view, and to find their way back to the homepage. Some consistency is needed
in font sizes and menu items to improve usability.
Phase 2 results: Based on ratings of the usability and accessibility questions, it appeared that difficulties
in this area were resolved for phase 2. No issues were reported resulting from colours or font sizes,
though there were less positive ratings for the ability to find help when it was needed. Additionally the
ability to resolve problems using the help function on the website was not highly rated. Participants were
more positive about being able to correct or undo any mistakes they made, suggesting that from a
usability perspective they were able to use the site successfully. This indicates that the problems
remaining unresolved by use of the help function may not have been usability issues, and may have been
content related. It is unclear from the findings what the exact nature of the difficulties were, as sufficient
descriptions were not provided by participants.
6.4.2 Conclusions
The analysis has been made on a country by country basis because the content / service vary for each. In
terms of responding to these findings, a more qualitative approach would be useful to explore how the
service might be enhanced locally to further usability.
Once again, usability questionnaires were completed at one time point in time only, so there is not
transparent pre- and post-use comparative data. However, usability feedback does not necessarily
require repetition and a comparison between PP1 and PP2 provides insight into changes across the two
iterations.
The findings show broad acceptance of the system with overall positive ratings for ease of use. The Greek
participants were most satisfied with the system and its usability.
The results pick up the following issues for future consideration particularly in respect to the UK,
Netherlands and Spain:
• Lack of willingness to pay for the system by the individual user
• Poor user belief that DISCOVER has improved their ability to communication
• Poor user belief that DISCOVER has improved their ability to use computers
The differences in the way in which the Pilots were run meant that the Dutch and UK participants were
more likely to have short periods of use, e.g. no face to face training in UK (different to Greece and
Page 39 of 39
Spain). To achieve real improvement in digital skills participants would need to undertake sustained
learning, which should be considered carefully in the future.
It is not clear how participants assessed their own learning within the context of completing this survey.
However it may be that they need a different form of evaluation to reflect on possible skills gained. For
instance, unless a user has undertaken one of the basic digital skills quizzes, they would not feel that they
have learned anything about it although their media literacy may well have improved.
Findings reported in D2.7 indicated that participants were more inclined to use the service to look up an
answer to a question. This fits with the Dutch experience that participants were not motivated to ’learn’
using the system but recognised its value. Therefore the value of the system may be as a quick
information resource rather than in digital/computing skills development.
Whilst the system has good usability and has scored well in terms of impact (D2.7) we need to consider
further how to address user perception in terms of the usefulness of the service and the impact it has had
on their technical skills.
Page 40 of 40
7 SYSTEM DATA
The Impact Evaluation summary (section 5 ) and Usability assessment (section 6) provide feedback on the
effectiveness of the DISCOVER service from the perspective of the end-users and the results are largely
positive. This data is however reliant on knowledge acquisition and self-reports. In order to add to this,
the Pilot Methodology (D4.3) indicated that a review of system data would be undertaken in order to
provide insight into actual use of the system during the pilot.
7.1 Pilot Phase 1: System Data
The DISCOVER service is run through the Virtual Learning Environment Moodle. It was intended to collect
the following data regarding how the system is being used in respect to the number users; the number of
visits to the site / user; the most popular content access; frequency / patterns of use; learning accessed /
completed; and the number of tests completed / user.
However, it became apparent in Pilot Phase 1 that not all of this information would be available, and
analytics were not readily extractable from Moodle (see D4.5 for details). The use of Moodle as the
Virtual Learning Environment in its current format and version does not allow for as detailed analytics to
be acquired as intended. As this was not possible an amended plan for a limited analysis of system data
was developed for Pilot Phase 2.
7.2 Pilot Phase 2: System Data
Since the completion of Pilot Phase 1, different mechanisms for extracting the system data have been
explored. The data that has been extracted is as follows:
• Number of registered users on each course component of DISCOVER
• Number of quizzes attempted and completed
• Number of course activities completed (this was available for the UK only)
• Page views for the virtual case scenarios
• Number of posts made to forum pages
• Use of the help function
It was not possible to extract a clear database of all system data because of limitations within Moodle.
Although statistical data is theoretically available via back-end admin access in Moodle itself, it is
unreliable. Attempts to download this database failed on numerous attempts due to technical issues
associated with Moodle for which there were no solutions readily available.
7.2.1 Data capture and reliability
The administrator access to Moodle allows the observation of registered user numbers on each
component page within the site. These numbers include all registered users and therefore are inclusive of
project team members, spam accounts, facilitator accounts, and accounts which have not been used to
log into the service.
Page 41 of 41
Accounts were largely provided by CETEMMSA to the pilot leads, to be then provided to participants for
use. Participants also had the opportunity to use an online form to create their own account but reports
from pilot leads suggest that this option was rarely taken.
Each system page within the learning zone was accessed to establish the usage figures for that page on a
country by country basis. These are given in Table 13.
These figures give a rough indication of the numbers of people accessing DISCOVER. Data reliability has
however been affected by a number of factors. It is known that at some stages of the project there were
users logging in via the generic facilitator accounts therefore this data is somewhat unreliable in
determining system use. So extraction of the system data was challenging due to Moodle limitations, lack
of clarity in the data (which were genuine users and which were not), and the lack of ability to filter by
dates and times.
These figures may also have been compromised due to some attacks on the site during the life of the
project, but are unlikely to have altered the results significantly as the findings are based as far as
possible on active use of the site.
Quizzes as learning activities were not made available in all sites (The Netherlands opted not to include
learning activities such as quizzes) however the Moodle administration allows for the observation of the
number of attempts and completions of the quizzes. Again, this includes all facilitator accounts and as
such as not precisely representative of carer use.
Course activities were available in the UK and the Moodle administration allowed for the capture of these
figures via a downloadable spreadsheet. This was not an option on the system for any other pilot sites
therefore are reported only where the option was available.
7.3 Results
Table 13 provides an overview of the usage figures for each of the local sites within DISCOVER. This data
was captured in January 2015.
The main courses within each service are listed on a country by country basis. The table then indicates
the number of registered users to the content, the quizzes and activities completed.
There are a number of gaps and n/a in the table. This indicates that the content was not available for that
pilot site. Quizzes for example were not available to the Dutch participants due to their expressed
reticence to complete formalised learning activities. Activities completed statistics do not appear to be
available for all areas of the site, though it is not clear why. This is a Moodle option within the
administration view and was available only for two areas of the site.
Table 13 System use statistics for each pilot site learning zone component
Course Registered Users
Quizzes
attempted
Quizzes
completed
Activities
completed
Views -
Assistive
technologies
in the home
(VCC page)
Views -
Reducing
the risk of
falls (VCC
page)
Views -
Dementia
care (VCC
page)
Forum
topics
UK
Using the web 231 189 148 113 3
Connecting for care 202 31 28 21 1
Enhancing care skills 196 n/a n/a n/a 257 670 165 n/a
Making your skills count 189 n/a n/a n/a n/a
Spanish
Uso de la web 71 234 161 n/a n/a
Conectar a los cuidadores 47 7 5 n/a 1
Mejorar la capacidad del cuidador 50 n/a n/a n/a 155 255 n/a
Competencias personales 43 9 7 n/a n/a
Dutch
Kennisbank 64 n/a n/a n/a n/a
Verbeter Zorg vaardigheden 22 n/a n/a n/a 61 133 n/a
Greece
Χρήση Διαδικτύου 170 1465 1371 n/a n/a
Επικοινωνία Περιθαλπόντων 90 152 139 n/a 1
Ενίσχυση Δεξιοτήτων Περιθαλπόντων 113 n/a n/a n/a 101 450 n/a
Αξιοποίηση Δεξιοτήτων Περιθαλπόντων 58 n/a n/a n/a n/a
The data demonstrates that:
• The numbers of registered users varied across pilot sites
• The number of registered users may not be as high as the number enrolling in the pilot in some
countries
• The numbers of registered users varied across content, so the content is not equally accessed
• The first piece of content / course has the highest number of hits, perhaps suggesting that use is not
continued through the content, and content is explored sequentially
• The number of registered users accessing the areas of the learning zone varied between countries
• ‘Using the web’ was the most commonly accessed course in all pilot sites. It is noted that this is where
many carers began their exploration of the site and perhaps did not spend the same amount of time
exploring other pages
• ‘Making your skills count’ was generally the least commonly accessed (but to date has less content).
• There is very little forum use
• The quizzes, (intended as a means to check learning by checking for understanding of the topics in the
learning zone) had less uptake in the UK in comparison to Spain and Greece. This is in keeping with
the proposed business models (see D5.3 for details). In Spain and Greece, Greece in particular, there
is a good level of support for structured and blended learning and thus it is not unexpected to see a
greater uptake of the quizzes. There are more quizzes available to be taken in Greece than any of the
other pilot sites therefore the figures are high. In contrast, in the UK a more casual learning structure
is preferred, therefore the relatively lower uptake and availability of the quizzes supports this.
• Blended learning and formal carer professional development constitute a larger component of the
Greek and Spanish business models therefore structured learning such as quizzes would be expected
to be more acceptable in these pilot sites.
Table 14 provides a summary of access to help content over Pilot Phase 2. The counts show that the help
section was accessed and used. The most frequently accessed are the main help page, the ‘skills Activities
Help menu page’ and the Scoop.It Topics.
Table 14 Help section view counts
Page 44 of 44
7.4 Discussion and conclusions
The available statistics provide an overview of system use to complement the usability and impact
questionnaire results.
The data provides some overall ‘headlines’. For example the low use of Forums; forums were introduced
at the request of users in the initial impact evaluation stages, and communication with others was a key
identified need which forums aimed to meet. The lack of uptake of this feature suggests that user
feedback should be interpreted with caution – D2.7 provides more detail on this issue.
The data has been drawn from Moodle directly via back-end administration access. The inability to collect
the required data necessitated a different approach, which was to use the admin access to the system to
determine figures for basic system use.
There is an unresolved challenge with this data in the differentiating of registered users from pilot
participants, from those that are interacting with and developing the system. The registered users
contains all admin accounts and accounts made by project partners, therefore this is not an indication of
DISCOVER users which is presumed to be a much lower figure. There is currently no way to extrapolate
the ‘real’ DISCOVER users from these numbers. The data set generated on a use by use basis is huge, and
to date we have not developed a rapid system for sifting out irrelevant account details.
The varied limitations of collecting data in Moodle are well documented, and there are a number of
projects and initiatives aiming to provide workable solutions. However, as yet there are no solutions
which would have provided a feasible solution in the timeframe available for this project. Future
projects could consider accessing a development such as the MOCLOG project to attempt to extract more
valuable data from Moodle (http://moclog.ch/project/). There are also other sources of data potentially
from the supporting database and Google Analytics.
It is recommended that further interrogation is needed to provide a robust picture of usage, but this
initial snapshot has allowed us to demonstrate that the system has been used by a good number of users
across the four pilot sites and that in the future we need to align and develop the content to encourage
users to explore the system with increasing depth.
8 LESSONS LEARNT
In reviewing the implementation of DISCOVER, this section aims to draw together the lessons learnt
across the service evaluation.
8.1 Method
All pilot partners were invited to give feedback on the running of the pilots, and reflect on the challenges
and successes of the evaluation process. Feedback was given via:
• Semi-structured interviews with pilot site personnel
• Email review of lessons learned with the pilot team
The aim was to understand the pilot delivery locally, usability issues, changes to the protocol and the site,
as well as information informing the business plans described in D5.3.
D4.5 described lessons learned from Pilot Phase 1 and the suggested changes to the methodology, site
and data collection tools in order to improve Pilot Phase 2. Table 15 describes the changes made and
combines lessons learnt across the project in respect to the piloting of DISCOVER.
8.2 Results
In-depth discussions about lessons learned throughout the pilot process took place within the pilot
personnel interviews. It was evident that when asked to think about lessons learned, the partners
showed a strong tendency to think in terms of limitations and challenges, and what could be done
differently in the future to avoid them.
Tables 15-20 summarise the identified lessons. We identify issues that have arisen during the project, the
potential impact and how we have or would respond to them. Many of the responses were implemented
in Pilot Phase 2 and as such represent successful improvements to the pilot processes, which are shared
in order to provide guidance for future similar projects. They have been summarised under the following
themes:
• Table 15 Lessons Learnt: Carer Recruitment
• Table 16 Lessons Learnt: Carer retention
• Table 17 Lessons Learnt: Working with Stakeholders
• Table 18 Lessons Learnt: 4 different pilot sites / countries / services
• Table 19 Lessons Learnt: Pilot process
• Table 20 Lessons Learnt: Data collection tools
• Table 21 Lessons Learnt: Data Collection Processes
• Table 22 Lessons Learnt: Service Content
• Table 23 Lessons Learnt: Service Development
• Table 24 Lessons Learnt: Pilot Delivery
• Table 25 Lessons Learnt: Business Plans
A narrative explanation of some of the key issues is also given in Appendix B.
Table 15 Lessons Learnt: Carer Recruitment
Issues arising during the
project
Potential impact Responses
C-1 Alteration of the pilot sample
from specified sample in
methodology due to:
* Lack of time
* Lack of existing ICT
knowledge
* Access to ICT facilities
* Relevance of the service
→ Results possibly not
representative of the originally
intended target market.
• There is a need to be flexible in the approach taken and respond to the potential
market and participant pool
• Conduct pilot focus groups and/or opinion polls in advance of initial recruitment, to
provide information against which to compare results and determine how
representative the sample is
• Offer practical support for the project to reassure potential participants that they will
have help if they need it
• Design a protocol with fewer questionnaires and more practical/experiential
evaluation
C-2 Difficulty gaining access to
carers
→ Difficuloes recruiong to
target
• Use a number of different channels to reach carers, through letters, meetings and
phone calls and email invitations.
• Use face to face meetings wherever possible to build trust and understanding
Work with gatekeeper organisations with existing links to, and relationships with,
carers
C-3 Achieving recruitment targets → Changes to the sample
composition; participants were
not representative of originally
intended user group and/or
were not in the correct ratio
between formal and informal
• Review progress and adjust recruitment methods
• Plan time for recruitment, engagement and the impact of losing access.
• Significant effort was given to this i.e. recruiting gatekeepers as early as possible,
building relationships and active recruitment could take 12 months in its own right.
• Acknowledge that it is hard to engage organisations / individuals in the social care
sector because giving care always tops all other interests
• Consider the sample size needed and what is achievable and realistic
C-4 Method of carer recruitment
changed during the pilot -
more reliance on gatekeepers
required than was initially
thought.
→ Improved access to carers
via the gatekeepers and
stakeholders
→ More effort for pilot sites
• Early engagement with gatekeepers and focus on bigger organisations that can
support such efforts.
• The pilots were planned with carers' needs in mind and that this helped encourage
participation
• Place emphasis on stakeholders as well as carers, to increase buy-in and cooperation
which could facilitate recruitment
• In early pilots (e.g. phase 1 in this case) engage with people with better computer
literacy to gain quick and effective feedback. Use this to make improvements to
make later phases (phase 2) more efficient
C-5 Variation in recruited
participants against the
number accessing the system.
Lack of analytical system data
available to verify
→ Results possibly not
representative
→ Lirle reliable system data to
analyse for evaluation
• Forward planning for analytics and usage statistics to give an accurate overview of
system use
Page 47 of 47
C-6 Sample limited in terms of
language e.g. migrant workers
(Greece only - Spain have
migrant workers but without a
language barrier, NL and UK
do not have a significant
proportion of migrant
workers)
→ In Greece there may have
been important carers'
perspectives missed by not
engaging with migrant workers
who make up a large portion of
carers.
• Include content within the system for migrant workers in the countries in which this
is applicable.
• In the future consider including more basic language in this section, and providing
facilitation to allow these carers to participate and subsequently widen the market
• Seek to understand the similarities and differences between migrant and native
workers where this is not known (e.g. in Spain, where there were fewer differences
than in Greece, for example the lack of a language barrier)
C-7 Participants reluctant to
participate due to concerns
about not being able to
maintain their commitment
→ Hard to recruit to target
→ Increased arrioon rates
• We explained the processes and stages involved in participation at each step, whilst
reiterating offers of support and listening to concerns
• Ensured that carers could voice their concerns or fears at any point
• We ensured a flexible approach which takes into account carers' needs and lifestyle
and the methodology was adapted to their needs
C-8 The need to better sell the
project/ service in order to
recruit (this was particularly
evident in the Netherlands
and not observed across all
sites)
→ Carers and stakeholders lost
at point of recruitment due to
the unfinished site
• In the Netherlands for projects such as this, wait until the service is as finished as
possible before presenting it
• Explain clearly wherever there are unfinished or beta versions of site components,
and check that participants have understood this
• Respond to any technical queries or difficulties, and ensure that they are resolved as
quickly and adequately as possible
• Highlight that participation will help to improve a service which is aimed at carers -
carer involvement is key to ensuring that the service meets the needs of the users
• Disseminate the project wherever possible as a positive participation opportunity,
and highlight the benefits to carers of taking part
C-9 Face to face contact and
establishing a relationship is
very important to recruitment
(better than phone and email)
→ Makes recruitment more
resource intensive
→ More effecove recruitment
• Ensure face to face contact is embedded into the methodology from the outset of
carer projects
• Allow carers to share their stories and interact socially, to avoid the feeling of being
overburdened by attending project sessions
C-10 Carer scepticism of projects
and research activities in some
countries
→ High arrioon rates re the
questionnaires
• Ensure that the project aims and objectives are well explained to the participants,
and that they know their time is appreciated.
• Reassurance was provided alongside University level ethics approval
Page 48 of 48
Table 16 Lessons Learnt: Carer retention
Issues arising during the
project
Potential impact Responses
CR-1 Challenges in keeping carers
motivated through the pilot
→ Poor retenoon of carers • Change approach to involve face to face / group sessions that carers value.
• Design pilot to cater for participants that spend significant amount of time giving
care
• Provide flexible support and that if a carer requires technical help, or guidance
with the use of the service, they must be able to access this in a reasonable time
frame
CR-2 Limited content on the site
made retention difficult
→ Poor naturalisoc usage of the
site, loss of interest by carers
• This was addressed with more content complete for Pilot Phase 2
• Ensure regular updates throughout users' time as a participant OR explain that
they are only required to look at limited content.
• Make connections with other organisations who could provide updated validated
content
CR-3 Participants wanted to see a
nearly finished product
→ Hard to maintain parocipant
interest and commitment to the
pilot
• Ensure adequate explanation of pilot process and unfinished elements of the site.
• Keep site stable throughout evaluation periods.
• Design pilot to ensure access to material, e.g. by using a formal test population in
the early stages, and engage carers later or through more group/f2f settings with
support to give benefit beyond the project.
• Consider the time taken once content is created/curated in the UK, to then
translate and replicate the site in non-English pilots. This time should not impact
on the time given to evaluation periods
CR-4 New content is needed on an
ongoing basis to encourage
continued use
→ Loss of carers once the
content has been explored
• Working with gatekeeper organisations to continuously recruit new carers (high
turnover). Regular development of new content.
• Ensure carers can find information at the beginning.
• Once their need for answers is satisfied, they may not use the Skills Zone again or
use it less often- so recognise in evaluation
Page 49 of 49
CR-5 Recruitment of carers may
have resulted in carers with
greater IT literacy than
originally intended in some
countries.
→ Pilot phase 2 adapted to this
issue and may have been more
representative
→ This provided useful
feedback as digitally literate
participants are more able to
voice their feedback than those
who are inexperienced
• Could be an advantage for the actual service development because we got
feedback from both groups.
• It may make sense to have people with higher IT skills in the early test phase
because they could give useful feedback, where the digitally illiterate could not.
• Consider pre-screening for computer literacy to give a better indication of the
existing computer skills of the sample and analyse results accordingly..
CR-6 Lack of incentive for carers to
take part in the pilot
→ Resources required for
recruitment
→ Lower numbers retained
• BIRM and the OU found that offering travel cost reimbursement and/or
refreshments helped to attract participants to introductory workshops
• Project staff visited many organisations at their own venues to take the burden of
travel away from carers.
• We didn't offer any incentives due to budget, consistency and fairness
• Provide information as to how not only the service but participation in the project
could positively benefit carers.
• Promote services which could provide additional support to those with increased
needs, e.g. people with very limited computer skills/access who may require
additional help such as public computer access to use the service.
• Consider including this as a clear section on the website.
CR-7 Burden on carers in terms of
the time required to give to
the pilot
→ Resources required for
recruitment
→ Lower numbers retained
• Appeal to significantly more carers than are needed for the sample, to account for
refusals and drop-outs.
• Clearly explain the differing routes to access for DISCOVER - that it can be accessed
from home or within a group, etc
Provide reassurance and support to encourage carers to talk to researchers
instead of dropping out if they have commitment issues
At the outset, show carers how participation could positively help them by
providing information and support
Page 50 of 50
Table 17 Lessons Learnt: Working with Stakeholders
Issues arising during the project Potential impact Responses
SH-1 Gatekeepers added their own
questionnaires to our data collection
measures
→ Increasing parocipant
workload
→ Decrease in the number
of questionnaires completed
Ensure that gatekeepers do not introduce own questionnaires - if this is necessary,
streamline the data collected to avoid repetition
SH-2 Working with gatekeeper
organisations may have made
samples unrepresentative
→ Parocipants willing to
engage with technology and
greater IT literacy
→ Recruitment through
specialist support centres
may have meant
participants were not
applicable to the content
available - validity /
reliability of pilot data
• Consider alternative or parallel approach in future projects. For example, we
could have advertised in local newspapers and websites to seek 'trial
participants' e.g. in the job section, small ads etc. Note there could be a cost
implication.
• Clarify to the gatekeeper organisations what the aims and objectives of the
project are, so that they can help more effectively. Ensure inclusion and
exclusion criteria are clearly defined
Page 51 of 51
Table 18 Lessons Learnt: 4 different pilot sites / countries / services
Issues arising during the project Potential impact Responses
S-1 The decision to allow carer driven, flexible
content through content curation
(Scoop.It)
→ Resource implicaoons for
curating content for 4
languages and lacking the
ability to directly translate
content from Scoop.it (instead
of content written by the
DISCOVER team increased the
workload on all pilot sites).
• It changed the effort from translating and adapting 1 agreed course
into finding the relevant resources and create quizzes for these.
• However, the long term benefit is that we do not need to maintain the
content because it is maintained by others.
• Localisation is required in a multi-lingual and multi-cultural project. A
more detailed plan at the beginning may have helped, with more input
from the different countries involved.
• Use the exit strategy to clearly define the updating and maintenance
issues for the service
• Regular videoconferencing for pilot sites to report developments
Helpdesk support for pilot sites to enable to them to make local
changes more efficiently and effectively
S-2 Different country participants getting a
different experience
→ Hard to compare the
participant experiences
• Analyse country specific data separately and make comparisons within
the conclusion
• Results are likely to not be directly comparable due to pilot site
differences
S-3 4 data sets → Resource implicaoons
S-4 4 business models → Resource implications for
developing and implementing
the business models
S-5 The project aimed to achieve a
sustainable service in 4 pilot sites and
explore a joint organisation/business
model going forward. It became clear that
the 4 pilot site organisations have very
different needs and aspirations, therefore
4 different business models have been
developed.
→ Hard to make comparisons;
but appropriate as the sites and
local contexts different.
Page 52 of 52
Table 19 Lessons Learnt: Pilot process
Issues arising during the
project
Potential impact Responses
PP-1 Encouraging use of the
system outside of scheduled
sessions was challenging
→ Effects the validity /
reliability of the data
collected- DISCOVER used
in a controlled setting
rather than at home
• Different approach meant the carer experience was different and this has been
documented.
• Consider different approach to recruitment / different target group to verify online
learning impact.
• Design sessions to include lab usability as well as living lab evaluation
PP-2 Participants were guided
through specific tasks which
enabled them to assess the
various aspects of DISCOVER
→ Parocipants were not
exploring DISCOVER
themselves; (this did
provide a standardised
protocol for a group);
participants time wasted if
topics were not relevant to
them
• Consider group approach and face to face support from the outset.
• Consider recruiting a different target group to test online learning.
• Try to keep carers' interest active by providing learning activities tailored to their
needs
• Establish what people are interested in, and guide them towards that instead of
prescribing which content they should look at
PP-3 Participants were guided
through all areas; therefore
valuated by participants to
whom the content is not
directly relevant.
→ Affects the validity /
reliability of the data
collected, or changes the
nature of the feedback. If
people are not using the
system in a 'real' setting,
the feedback is less valid
to questions pertaining to
this type of us.
• Interpret the results in the context in which they were observed - if people had not
used DISCOVER at home or in unsupervised/naturalistic settings, we can only make
limited conclusions about its use in this environment.
• Consider more learning evaluation methods e.g. experiential learning
• Collect more data which could be used to determine differences in use patterns, e.g.
accurate system data
• Embed data analytics into the system from the start for better analysis of system use
PP-4 DISCOVER used in an artificial
way to satisfy pilot
requirements
PP-5 Participants encouraged to
look at topics they would not
chose to explore
Page 53 of 53
PP-6 The workshop approach
resulted in a range of skill
levels and attendance present
→ Parocipants wanted to
progress at different rates
- which may have affected
perception of the system
• Project staff and developers need to interpret the feedback against the characteristics
of the test population.
• Provide facilitation at the outset, which will then allow for more confident users to
progress on their own but could be continued for those who require ongoing support
• Encourage peer support for participants joining workshops at a later stage - existing
attendees could support new participants to learn the system
PP-7 Staggered recruitment led to
participants varying levels of
exposure to DISCOVER
→ Usability and impact
results may be variable as
a result
• Monitor dates of recruitment and attendance to allow for analysis of effects
PP-8 Hard to motivate participants
and encourage them to
continue use
→ Poor retenoon of
participants throughout
the pilot (repeated access
to the site)
• The project has increased our understanding of how hard it is for these carers to cope
with the demands of their role.
• To reach them learning and support needs to be embedded into activities they must
do anyway or take place at venues that they naturally attend, potentially at their
home through formal help.
• It could make sense to focus on prevention, i.e. encouraging people to use DISCOVER
that are new to a caring role when the condition of the care receiver is still good
enough so the carer has time to find information.
• Send notifications and news according to carers' interests and promote
communication and topics which are of known interest to participants
PP-9 Groups important to
encouraging use of
DISCOVER, can be virtual but
better to start in person
→ Group acovioes can
increase continued
participation by carers
• Ensure group activities form a part of the project plan
• Demonstrate the value of group activity online, and how to do this
• Allow sufficient time to organise groups
PP-10 Possible facilitator effect on
the feedback of the site
→ Affects the validity /
reliability of the data
collected
• Accept as limitation of pilot methodology.
• Ensure facilitators are aware of any biases of their own or changes in expertise as they
grow more experienced in delivering the training
• Include reflection from pilot site personnel in evaluation content
Page 54 of 54
Table 20 Lessons Learnt: Data collection tools
Issues arising during the project Potential impact Responses
DCT-1 Loss of meaning as content is
translated
→ Validity of data collected
→ Comparability between
sites • Ensure adequate translation resources are allocated
• check for continuity of meaning and cultural differences DCT-2 Translation of the tool → Time and resources for
the pilot sites
DCT-3 Translation of the findings → Time and resources for
the pilot sites
DCT-4 Too many questionnaires → Lack of parocipant
motivation to complete;
poor sample sizes
• Online surveys so that participants can then have the system in front of them
when they complete the questionnaire.
• Consider using less questions per questionnaire
• Manage the gap /time between questionnaires, so that participants are not
tired of survey completion
• Evaluate usability through lab tests and not a questionnaire
DCT-5 Open questions of limited use due
to lack of detail provided and loss
of meaning in translation
→ Poor data quality in Pilot
1; adjusted for Pilot 2
• Usability should be at least partially evaluated in a lab setting.
• If a questionnaire is the only viable way to capture this information,
questionnaires should focus solely on usability issues and be quantitative.
Page 55 of 55
Table 21 Lessons Learnt: Data Collection Processes
Issues arising during the project Potential impact Responses
DCP-1 Online surveys planned but not
practical with target sample
→ Time and resources required for
data entry; poor response rates; no
ability to track completion rates • online questionnaires would reduce data entry time
DCP-2 Participants did not see the
relevance of the questionnaires
→ Low compleoon rates • Consider reducing the overall questionnaire lengths and including
more qualitative feedback for impact
• Questionnaires either alongside looking at the platform or as a task
embedded within the platform itself
• Use back-end system data to answer some questions, which reduces
the burden of completion on participants and provides an objective
rather than subjective view of site use
• Completion of the questionnaires at the workshops (as opposed to
sending participants the questionnaires separately)
DCP-3 Participants not attending
workshops
→ May have impacted compleoon
rates
• Facilitate participant access to workshops
• Consider use of incentives
DCP-4 Carers using one log in, rather than
being individually registered
→ Hard to track the number of site
users and their patterns of use
• Ensure users do not use a generic login by not giving out the
password
• Support users to make their own accounts
DCP-5 More robust mechanisms need for
collecting system data
→ Reliability of system log
information
• Analytics to be considered from the beginning and embedded into
the system and project plan
DCP-6 Ongoing usability testing required - → Usability issues idenofied which
were not formally captured
→ Issues present at end stages of
project which could have been
identified earlier
• Lab usability testing should be included in data collection methods
for website development projects
DCP-7 System use data difficult to establish
due to admin logins and spam
accounts which could not be
extracted
→ System use data and figures not
representative
• Consider spam and admin accounts and develop methods to remove
these from analytics
Page 56 of 56
Table 22 Lessons Learnt: Service Content
Issues arising during the project Potential impact Responses
SC-1 Low use of forums → No social benefit gained
from using the site
• Improve invite text
• Practise forum for learning how to use one.
• Review competing interests - is building a community of carers within the Skills
Zone an aim of the service? For instance this is not a priority for Birmingham, as
building a community requires support and moderation.
• Building a community of learners is different from a community of carers.
• Consider disabling the forum about care topics and leave one for discussing
learning progress, suggesting new topics etc.
• Explore whether forums are not needed or whether carers lack confidence to
use them
SC-2 One size does not fit all → User needs are individual
and varied; challenge to
reconcile requirements into
one service, and one
evaluation methodology
• Consider smaller target group (only carers that deal with a certain condition)
• Ensure objectives in line with carer needs
SC-3 Greece - formal carers more likely to
follow an accredited learning
pathway than informal carers
→ Impact on acceptance
and perceived usefulness of
the system, as well as
learning
• Iterative feedback to guide the usability and content.
• UK feedback from stakeholder stated that in rural areas approx. 10% of
informal carers move into formal care work. Potential to focus on a smaller
target group and specialise the service.
SC-4 Informal carers want to learn at their
own pace
SC-5 Adjustments needed to increase the
acceptability of the content to Dutch
carers
SC-6 Dutch carers resistant to structured
learning and teaching
• Present a complete service where possible
• Offer a product in which the learning aspect is embedded: first motivate, then
do-and-learn, then share
SC-7 Spousal carers do not necessarily see
themselves as carers and so don't
think they need the service
• Change marketing approach, not everybody thinks they are a 'carer'.
Page 57 of 57
SC-8 In Spain people do not tend to have
broadband; mobile internet is not
sufficient resource to use the service
→ Poor usage
→ Poor usability
• Highlight that the service can run on poor broadband connections
• Wherever possible work with local organisations who can provide access to ICT
facilities and support users of the service
• Consider loans of equipment for people to try the service out and if they find it
useful to buy their own equipment
SC-9 Carers want non-caring content that
supports social inclusion
→ Social inclusion supported
by means other than online
forums
→ Added value to the
DISCOVER service
• Review feedback and manage scope of content provided during project and
later as a service.
• Emphasise the communication aspect of the service (e.g. forums, social media
participation)
• Created interactive map for carers to share social content
• Highlight the opportunities to communicate with people in similar situation
• Provide opportunities around overall psychological wellbeing such as brain
games etc
Table 23 Lessons Learnt: Service Development
Development
Issues arising during the project Potential impact Responses
D-1 Difficult to develop content as the
site architecture wasn’t clear at first
→ Affected speed of
development
• Consider agile approach. Start small with a suggested architecture then amend.
• The project was deliberately user driven but getting feedback took time and
created a chicken and egg situation at the beginning.
• Clearer definitions of the learning zone architecture at the beginning
D-2 Different needs for different sites
→ Time and resource
implications
• DISCOVER use case and scenarios description from each partner
D-3 Replicating problems not always
possible due to different computer
systems
• Maximum and minimum system requirements definition
Page 58 of 58
Table 24 Lessons Learnt: Pilot Delivery
Issues arising during the project Potential Impact Responses
PD-1 Setting up and running the pilot is
time consuming
→ Workload
→ Staff satisfaction
→ Timely compleoon
• The pilot team should have transparent roles and specific strategy.
• Stealth monitoring for User Activity Tracking
• Improved planning from the outset
• the pilot methodology was tested in Phase 1 with a smaller sample
• Consistent methodology delivery with support for pilot personnel
PD-2 Differing levels of resources and
staffing time between pilot sites
→ Workload
→ Staff saosfacoon
→ Timely compleoon
→ Variable quality and
quantity of site content
• Transparent roles
• Work allocation reviews
PD-3 Changing requirements during the
project (e.g. the need for translation,
for pilot partners to be involved in
content development and technical
changes)
• Transparent roles
• Work allocation reviews
PD-4 Match of roles to expertise (e.g. Pilot
partners required to support
development of the content
• Transparent roles
• Work allocation reviews
PD-5 Technical language barrier between
partners / sites → Increased ome taken to
make some developmental
changes
→ Some autonomy given to
pilot sites allowing them to
make changes for
themselves
• 1:1 Skype support for technical development to the pilot sites.
• Presentations of developments to each site
• All significant decisions, recommendations and guidelines need to be
annotated and translated adequately (translated and verified) to avoid
misunderstandings or inappropriate translation of procedures or content.
• Need to take into consideration in the Budget the efforts this procedure
entails.
Page 59 of 59
PD-6 The need for pilot partners to be
involved in content development and
technical changes
→ Reduced burden on
technical team by giving
small changes to pilot sites
to complete
• Each pilot site needs a team with different skill sets. The pilot sites must
involve local experts in content development.
• Content plan from the beginning
• Exit strategy plan with definition of the system transfer in each pilot partner
infrastructure
• Partner meetings especially involving the responsibilities of the pilot activity in
each pilot site (researchers and supportive staff)
• Training in the procedures for pilot implementation: recruitment, running,
follow-up, data collection.
PD-7 Lack of clarity over partner roles → Staff saosfacoon
→ Timely compleoon
• Wwork package meetings at each new stage of the Project and guidance notes,
as provided by WP2 / or when a new major task begins to explain the tasks
clarifies roles of each partner.
• Work package leads to clarify WP tasks and manage accordingly
• Appoint a content manager from each site, to manage content plan
presentations and definition of tasks
PD-8 Changing deadlines and timescales → Confusion for project
partners
→ Missed deadlines
→ Reduced time for phase 2
and thus reduced time
between questionnaire
completions
• Milestones definitions and maintenance of a strict schedule
• Increase communication with delivery teams to ensure changes are
understood
Page 60 of 60
Table 25 Lessons Learnt: Business Plans
Potential impact Responses Issues arising during the project
BP-1 Investors need to see a nearly
finished product
→ Gaining investor buy in • Balance the need for feedback from critical friends and engage with trusted
stakeholders only at the prototype stage.
• Wait for wider engagement until the product/service is well defined, complete
and functional to stand up to scrutiny of the wider market place.
• Ensure communication is tailored to explain clearly if a prototype is being
reviewed or the final product is launched into the market.
• An easy-navigated site, with good interface and fully operational services
without bugs, missing content, deadlocks etc makes clear the scope of the
project and its expected impact
8.3 Discussion
During the running of the pilots, a number of observations were made which necessitated changes to the
methodology, approaches to carers, and interpretation of the data. Tables 15- 25 provide an overview of
the lessons learnt during the pilot stages of the project. The issues arising are detailed alongside their
potential impact and how they were tackled. The tables have indicated where and when these responses
should be considered and how they can be implemented to improve key project outcomes such as
meeting deadlines, maintaining interest from carers and identifying differences across pilot sites which
can be mitigated. A narrative explanation is given in Appendix B which gives some further context to
explain some of these issues.
There are some lessons that apply to specific country site, however in the main, the pilot sites shared
similar experiences and were able to share their learning with one another to facilitate effective problem
solving across the project.
It is clear that an adaptive approach was required in order to make changes to the methodology and
approach to maximise the results and the likelihood of project success. Adaptability was also required to
adjust the service and pilot approach to local country conditions.
Working with carers is challenging; this group has huge pressures on them (hence the need for the
project). However, this makes participation in a project such as this difficult. The recruitment and
retention process was therefore carefully considered and adapted in each country to ensure this target
end-user groups were closely involved in the development and testing of the service.
The involvement of gatekeeper organisations and face to face working was particularly important to
recruit carers and to maintain their engagement through the pilot. The approach to pilot implementation
and working with carers was adapted as the project developed to ensure that participants ranging in skill
levels and attendance could progress at different rates and stay involved despite their challenging
circumstances.
The challenges of working across 4 countries, with 4 different versions of DISCOVER are detailed, these
lessons may be broadly applicable to other similar EU project. It was important to have 4 versions of the
service to meet local needs; however this increased the technical workload and local resource to support
this significantly. Furthermore the translation of site content has been noteworthy given the volume of
content generated. Careful allocation of resources is need for projects of this size where 4 versions of
materials emerge.
Page 62 of 62
9 THE EXIT STRATEGY
In evaluating the success and potential of the DISCOVER service, this section aims to summarise the
findings in relation to exploitation developed in work package 5.
The overall market conditions for a continuing sustainable business model show a consistently
challenging situation. Each of the DISCOVER partners has developed an implementation plan that utilizes
their existing advantages, resources and infrastructure to the full, while using their local knowledge of the
targeted market segments to provide a tailored solution that is most likely to work in their specific
context. These are detailed in D5.3.
For example AUTH in Greece uses their existing university experience to provide training, set within a
recognizable course structure, utilizing existing local infrastructure and accreditation to target a gap in
provision for formal carers. Successful operation of this business model should lead in the medium term
to a Massive Open Online Course (MOOC) to dramatically increase the potential for new users and
further provision for informal carers. The key benefit of the Greek model is the potential first-mover
advantage available in this area. Political policy trends around care in Greece show that a national
strategic plan is imminent in the next political period, focusing on the accreditation of caregivers and
caregiving. The AUTH service, partly as a result of work on DISCOVER, is well-placed to offer this
accreditation ahead of competitors. By the time the National Strategic Plan is announced, the service will
have all necessary infrastructure and logistics in place to deliver a service.
On the other hand, ASTRA-com has taken a very different approach, which suits their culture and context,
by setting up a co-operative organization which is embedded into the community. This business model
has already attracted €740,000 of funding (€350,000 of external funding, more than matched by the co-
operative members). ASTRA-com’s approach is much more focused on face to face community based
learning, whilst encouraging remote attendance and use of community building fora and communication
tools to facilitate the sharing of knowledge, and experience.
One of the key elements of the AUTH, BIRM, INTRAS and ASTRA-com approaches is that they are all scale-
able, in that growth is built into the design of their business models. In the case of AUTH and INTRAS
exploring the use of MOOCs and cloud based provision allows significant growth without exhausting
scarce resources. In the case of ASTRA-com the replication of the co-operative model in other local
communities, built around a simple but sound infrastructure allows growth in a very different but equally
feasible way.
In terms of risk, all Partners address the highest risk for these circumstances, which is that when the
project funding ceases the project also ceases. Each of the Partners has extended the life of the
DISCOVER solution by creating either a minimal cost sustainable entity (such as BIRM) whereby time to
develop a more robust ongoing collaboration, or transfer to a stronger (new) partner is gained, or they
have created a viable new organization with strong prospects of future growth and success. AUTH and
INTRAS have demonstrated this approach, and ASTRA-com have developed the most positive business
model by creating a co-operative organization that has already gained a sizeable amount of funding to
guarantee its medium term future.
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Whilst working across Europe, the consortium has witnessed and recorded many common challenges
faced by carers, the cared for, governments and support agencies. Across all the DISCOVER partner
countries, we have seen: care services overstretched by Europe’s ageing demography; rising social and
economic disadvantage and vulnerability for informal carers; and a seemingly continent-wide need for
training and development in both care and digital skills for all carer groups.
After three years of research, development and partnership, DISCOVER is well-placed to play a part in
addressing these common European challenges and needs. DISCOVER, as a funded project has achieved
the primary aim of creating a new service to deliver digital skills training for carers, in a context
appropriate manner and in a form which is sustainable.
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10 CONCLUSIONS
This report has offered a post implementation review of the DISCOVER service. It is a success indicator of
DISCOVER effectiveness, providing measurable and quantifiable results to allow assessment of the
efficacy of DISCOVER. It has drawn together information from a range of sources and aimed to summarise
some of the key findings from the evaluation of DISCOVER.
10.1 Efficacy of the DISCOVER solution and supporting processes
The DISCOVER service was developed to provide online support to carers. The report has shown that the
content of the service was adapted to local conditions, and the pilot methodology and approach tailored
within each country. The service has thereby provided support to users by providing a portal to
information about their caring role and access to learning about digital skills. As a result of the findings
from Pilot Phase 1 and informal feedback as the service developed, DISCOVER has been successfully
adapted to local circumstances.
Usability testing of DISCOVER looked at differences in end-user perception of usability within each
country. 207 participants gave feedback. The service was considered on a country by country basis given
the variations in content. Broadly the findings indicated that participants feel the system was enjoyable to
use and met their expectations, and improved in usability from Pilot Phase 1. Greek and UK-based
participants appear to be most satisfied with the service. In order to further improve usability and
acceptability of the system it would be advisable to undertake detailed interviews and walkthroughs with
representative users to further improve the ease of use in a targeted way.
Issues arising during the pilot have been documented, alongside the potential impact and how the project
team responded to address these issues. The issues were wide ranging and cover recruitment, retention,
working with stakeholders, and working piloting in different countries etc. The lessons learnt through the
pilot reflect the iterative process that has been involved in both the development of the service and
supporting processes and the pilot operations to ensure local needs are met.
The importance of tailoring both the service and the pilot local country context and requirements was
recognised early in the project and the project plan adapted accordingly. It is intended that the log of
lessons learnt provides guidance for similar projects and further exploitation of the DISCOVER service.
10.2 Improving the quality of life of carers
The report has summarised the usage rates of the service and shown that it is in use in the 4 pilot
countries. 371 carers and 18 of the older people they care have engaged with the system in Pilot Phase 2,
with a further 140 participants active during Pilot Phase 1.
260 participants completed the impact evaluation which indicated that carers:
• learned new skills and gained new knowledge through engaging with the DISCOVER Skills Zone
• valued finding out about local and national services, enjoyed leisure activities through DISCOVER
• felt more supported in their caring role as a result of DISCOVER
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• feelings of wellbeing improved during pilot phase 2
• would recommend DISCOVER to other carers
• formal carers would also recommend it to their employers
Whilst the impact evaluation data was very positive, a couple of key messages from the usability data
should be reflected upon particularly in respect to the UK, Dutch and Spanish data which suggests that
participants had doubts as to whether DISCOVER has improved their ability to use computers and
communicate with others. This should be explored further as to whether it relates to the participants
existing competence in these areas, or their perception of their own learning during the pilot.
Overall it is concluded that the service was effective from the user perspective in terms of learning
outcomes, and willingness to engage with the system. Individual recommendations regarding further
refinement to enhance the service have been made in D2.7 in terms of the learning outcomes from the
service.
10.3 The exit strategy
A market analysis was undertaken under work package 5 and reported in D5.3. It focused on the ability of
the DISCOVER solution to be competitive in the market for three years, after the completion of the
project.
The high level findings of that report and the implications for each country have been summarised here.
Factors affecting the exit strategy at each site are briefly summarised. The report concludes that overall
DISCOVER, as a funded project has achieved the primary aim of creating a new service to deliver digital
skills training for carers. The service has been developed and tailored in a country specific way to cater for
local context and to ensure sustainability. The pilot results indicate that the service is valued by users and
that the service offers adequate usability. Recommendations are summarised for the further
development and exploitation of the service in D5.3.
10.4 Final conclusions
The conclusion of this post review evaluation is that there is strong evidence to point to the success of
DISCOVER as a service to provide effective online support to carers. The results presented show improved
skills, acceptance by the intended end-user group and good usability in each of the pilot countries within
which it was piloted. The business models demonstrate a route for sustainability and exploitation in each
country. A comprehensive overview of the recommended responses to observed challenges throughout
the project, have been given which not only reflect successful project working but inform best practice
for future projects.
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APPENDIX A: PILOT PHASE 2 USABILITY SURVEY FOR CARERS
We would greatly appreciate your feedback and kindly ask you to complete this questionnaire. The answers you provide will
allow us to understand if the DISCOVER service was useful, easy to use and provided a satisfactory service. DISCOVER refers to
the digital training service for caring for older people that you have been using.
Please try to answer all of the questions, or select ‘N/A’ if the question isn’t appropriate or applicable to you. Your answers will
be added to the answers of other people using DISCOVER and will help us to make improvements for the future. Your feedback
is highly valued and we appreciate your participation.
Statement of Privacy: The information provided will be kept completely confidential and participants’ identity will remain
anonymous.
Demographic information
1. Gender Male Female
2. Age group 18-30 31-44 45-54 55-64 65-74 75+
3. Education
level
No
school
Elementary/junior
school
Highschool/Secondary
school
Higher
Education
Other
4. Are you providing care for someone? YES / NO
5. (If you answered yes to Q4) How long have you been a carer? ............ years ............. months
6. (If you answered yes to Q4) Do you have any formal education or training in caring for older people?
YES / NO
7. (If you answered yes to Q4) Where do you conduct care-related work most of the time?
At the home of the
person you are caring
for
At a residential
care home
At a care day or
drop-in centre
For trips only, e.g. helping with
shopping or socialising
Computer literacy
8. Do you use DISCOVER:
At home
Under
supervision e.g. in
a training session
or workshop
Both Neither – I have only seen
DISCOVER but not used it
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Ease of learning
Please rate your answers on the scale by selecting the number which best represents your agreement.
9. I could easily find the information I needed to get started with Discover
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
10. I was able to find the help function on the system when I needed it
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
or N/A – I didn’t need the help function (please tick)
11. The help function provided solutions when I had difficulties
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
or N/A – I didn’t need the help function (please tick)
12. I could use DISCOVER successfully every time
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
13. It was easy to find the pages or sections I wanted to look at
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
14. The instructions in Discover were easy to follow
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
15. When I made a mistake, it was easy to correct or undo
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
16. It was easy to track my learning progress and see what I had learned so far/what I had left to learn
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
17. It was easy to pick up where I had previously left off
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
18. I liked the visual design of the DISCOVER system
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
19. I was able to create an account to use DISCOVER without any problems
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
or N/A – an account was made for me (please tick)
If you had problems, please describe them as well as you can:
…………………………………………………………………………………………………………………………………………………………….
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20. Did you experience any page errors? (Page errors are when a page within a website fails to load
properly, and an error message is displayed.) YES / NO
21. (if yes) I understood what the error description said and it was easy to correct the error or get away
from the error page YES / NO
Please describe the error(s) in as much detail as you can remember, so we can try to prevent it from
happening again.
…………………………………………………………………………………………………………………………………………………………
Satisfaction
22. How beneficial do you think DISCOVER is for you?
Very beneficial 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 not beneficial at all
23. How enjoyable was it to use DISCOVER?
Very enjoyable 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 not enjoyable at all
24. DISCOVER has met my expectations
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
25. Using DISCOVER has improved my ability to use computers
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
26. Using DISCOVER has improved my professional care skills
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
27. Since using DISCOVER, have you used any social networking sites? (Social networking includes sites
like Facebook and Twitter, or using online forums or any other online method of talking to people or
sharing information) YES / NO
If yes, which one(s)? ……………………………………………………………………………………………………………………………..
Accessibility
28. The text on the DISCOVER website was at a size I could easily read
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
29. The buttons on the DISCOVER website were labeled clearly
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
30. The colours used in the DISCOVER website did not cause me any problems
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strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
31. Did you have any problems with the accessibility of the DISCOVER website (e.g. text style or size,
colours, language, pictures, layout)? If so, please give details so that we may make improvements in
the future .
……………………………………………………………………………………………………………………………………………………………….
.
32. DISCOVER has helped me to communicate with others more
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
33. Discover has improved my access to information and knowledge about my caring role
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
34. I would continue to use DISCOVER if it was available
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
35. I would be willing to pay for DISCOVER
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
36. I would recommend DISCOVER to other people
strongly agree 10 - 9 - 8 - 7 - 6 - 5 - 4 - 3 - 2 - 1 strongly disagree
37. Is there anything you think should be changed to make DISCOVER more user friendly?
……………………………………………………………………………………………………………………………………………
……………………………………………………………………………………………………………………………………………
……………………………………………………………………………………………………………………………………………
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APPENDIX B: LESSONS LEARNT – NARRATIVE DESCRIPTION
Translation
Throughout the pilot phases, partners were required to translate the content of the DISCOVER site into
their native language and make any adjustments felt to be necessary to bring the content in line with the
expectations and needs of the carers they were working with. This was a crucial task since there is a need
for content to be presented appropriately, but one which led to some difficulties. The translation work
was seen to be time consuming and difficult; at times the translation work was being completed by
project partners rather than qualified translators, which took longer than expected and required
checking. Additionally, extra care had to be taken to ensure that meaning and context was not lost during
the process. Due to the evolving nature of the DISCOVER site, the translation was an ongoing task.
In addition to translating the content of the web pages, new Scoop.It links were required in the correct
languages – since Scoop.It curates external content, this could not be translated. This required additional
time to find equivalent content to the UK Scoop.It topic list. However, this was an opportunity to embed
country-specific content into the local sites and ensure that the needs of the carers in each site were
being listened to and catered for, taking into account any cultural differences or differences in areas of
interest. This was an opportunity to provide a tailored solution within each pilot site and engage with
carers more fully.
The site and content were not the only areas which required translation; the questionnaires and
subsequent responses were also needed in the correct language. Care had to be taken to ensure that the
meaning of the questions was not lost in order to elicit appropriate equivalent responses, and these
responses then needed to be converted into English for analysis. This was an opportunity to identify areas
where meaning may be lost in translation, and to remedy this where appropriate.
In future projects it would be prudent to consider the effort required for this task ahead of time to allow
for the time and expertise required to be incorporated into the project planning. Though translation was
included in the project plan, the effort required exceed what was expected and therefore impacted on
the resources for other areas of the project.
Content
The DISCOVER content was developed and updated continuously throughout the pilot phases, and as
such may have resulted in some participants experiencing a slightly different site than others during the
same phase. Pilot partners did not feel that this would have had a significant impact on their feedback,
but some did wonder whether there was a facilitator practice effect. In addition, to some extent it was
felt that this caused difficulties when approaching gatekeeper organisations or potentially considering
investors/business partners, due to not having a finished product to demonstrate.
The site content was developed in close collaboration between the technical partners and pilot partners,
however in the beginning stages this was felt to be somewhat challenging. Some pilot partners felt that
devising content before knowing the site architecture was challenging and may have been easier with the
site structure already defined. This was a further challenge due to the different needs of the different
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pilots, for example the Dutch partners felt strongly that a teaching/learning structure was not appropriate
for their carers and therefore would not be a suitable way to organise the content.
The content, though developed consistently throughout the pilot period, was limited due to resources
and the requirements of the trial; a finite number of topics and virtual learning environments were to be
tested. Feedback suggests that participants found this content useful, but that they would not be likely to
revisit the same content multiple times. New content will be needed to maintain engagement and
learning, which could be added either by the users or by the DISCOVER team, dependent on the business
model moving forward.
Recruitment
Recruitment was consistently challenging for the pilots due to the nature of the population from which
the participants were drawn. Carers were seen as open to ideas and services which might help them, but
protective of their limited time and therefore wary of committing to taking part in the research activities.
This pattern of behaviour was seen across all pilot sites, however there were differences in the ratios of
formal to informal carers and ease or difficulty of reaching carers.
One concern which was common across some of the pilots, in particular in Spain and Greece, was that
since carers are a hard to reach group with little time to commit to research participation the participants
reached in the pilots may not be representative of the wider population. In Spain there was an
acknowledgement that the baseline computer literacy and access of the participants (particularly in pilot
1) may be higher than the average carer, due to the need to recruit carers already associated with
INTRAS. Pilot Phase 2 was considered to be more representative, with recruitment networks having been
improved due to learning from Pilot Phase 1. In the UK however, this was not seen as a problem but
rather an opportunity to gather feedback from more digitally literate users who would be more able to
describe their experiences with DISCOVER than those who were less digitally experienced.
In addition, there was consideration of the fact that many carers are migrant workers with limited
language skills in their country of employment. This would lead to difficulties using the site and therefore
makes this group all the more difficult to reach. This was an issue limited to Greece in the main, as there
are a number of migrant workers providing care in Greece.
A strong message from the carers’ feedback via interviews and focus groups was that people are over-
burdened in their caring role and need to feel that anything which requires their time must offer them
significant value to justify this commitment. Those who could not commit to taking part in the pilots
offered positive feedback on the DISCOVER service having briefly looked at it (more details can be found
in D2.7). It was observed that some participants derived a positive experience from being involved even
minimally in the project, and appreciated their opinion being sought.
The challenges in recruitment were met in some cases by working with gatekeeper organisations who
were able to either embed DISCOVER within their existing courses or to offer support and routes to
recruitment via their own networks. This was seen as helpful in order to meet project requirements and
targets, however it was noted that this may have been unrepresentative of the target audience of
DISCOVER. It is possible that the people who could be reached this way already had an interest in helping
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with projects of this nature, and the baseline computer skills suggested that (particularly in pilot phase 1)
participants from these sources were already computer literate to a certain degree. Gatekeeper
organisations also at times introduced their own questionnaires to the data collection measures which
meant that participants were completing more questions than originally intended. This was seen to
potentially discourage some from continuing, and may have been a source of frustration to some
participants. Overall, gatekeeper involvement was seen as vital to the success of the recruitment and was
seen as a positive and efficient way to meet recruitment targets. Phase 2 involved engaging with
gatekeepers much earlier in the process which yielded more success.
Use of DISCOVER
Much of the work during the pilot phases was completed in workshops and other face-to-face sessions.
Participants were guided through specific tasks which enabled them to assess the various aspects of
DISCOVER. Whilst this allowed for a standardised protocol to be followed, this also potentially meant that
some users were not experiencing DISCOVER in a natural way. Due to the value of carers’ time, they fed
back that they found it useful to look at the areas related to their caring role, but less so for areas they
felt were irrelevant to them. This also could have affected the results in that the topic areas may have
been partially evaluated by people with no existing knowledge of the area. For future projects of this
kind, it is recommended that topics be assigned to participants depending on their caring role; i.e., those
recruited from a dementia centre could primarily be asked to evaluate the dementia topics. This
approach was implemented in pilot phase 2, based on the learning from phase 1. Additionally, it was
recommended by pilot partners that sufficient time is given to carers to socialise and share their
experiences with each other during the group sessions, as this was seen to have a positive effect on
participation and provide added value to carers taking part. For future projects involving carers this is
seen as a crucial part of building rapport with participants, and was considered by pilot sites as an
important lesson and one which could improve participation.
A second issue with the workshop approach was that the range in skill levels and attendance caused
participants to progress at different rates. Participants who joined a series of workshops later on in the
course would be further behind than those who had joined earlier, and some participants worked
independently to look at the areas which interested them instead of staying with the facilitator in the
prescribed route through DISCOVER. ‘Buddy learning’ was proposed as a means to turn this challenge into
an opportunity, by allowing participants who had already attended some sessions to support and guide
newer participants.
Retention and attrition
There was a high level of participant attrition across almost all of the partner sites, which can be
somewhat accounted for by previously mentioned issues such as a lack of time from the carers’
perspective and frustration with the number of questionnaires. The feeling from some of the pilot
personnel was that participants were reluctant to feel like they were committing themselves to more
than they could manage. Signing up to the project was seen as something of a contractual agreement and
as such for some participants began to feel like pressure. There were a number of suggestions which
were seen as ways to mitigate this issue, and were put in place in some pilot sites. Completion of the
questionnaires at the workshops (as opposed to sending participants the questionnaires separately) was
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an effective way to collect the data, but did not address the issue of participants not attending
workshops. There were discussions about hosting the questionnaires online to cut down on data
processing/entry time, which it was felt could also make completion easier for the participants. Adequate
resources were not available within the scope of the project however this is a point for consideration in
future similar projects. Not only could online questionnaires have reduced data entry time, but
participants could have completed the questionnaires either alongside looking at the platform or as a task
embedded within the platform itself. It is possible this approach could have yielded more completions.
The overall lesson learned by the pilot personnel regarding retention of participants was a feeling that
interesting people in the project in the first instance is not the biggest challenge; keeping people
motivated to continue in the project and complete the relevant research activities even when there is no
direct benefit to them is the challenge which must be met.
Pilot partner workloads and requirements
There were a number of issues raised during the course of the pilots which would be useful learning
points for future projects.
Differing levels of resources and staffing time: Pilot partners were able to commit different number of
staff members to the project and the running of the pilots, which may have resulted in variance in
individual workloads.
Changes in requirements: There were changes to the tasks and requirements during the life of the pilots,
such as the need for translation for which effort was possibly underestimated, and the need for pilot
partners to be involved in content development and technical changes.
Lack of technical expertise: Pilot partners were involved in the development of the content of the local
sites and as such were required to complete developmental tasks to update the sites. This was an
ongoing task which some partners found to be challenging due to their lack of prior knowledge of this
type of work. The main underlying issue with the technical development was a language barrier; not only
a literal language issue but also a technical language barrier. Some pilot partners felt that whilst they
were well supported in their efforts to update the website and content, the work was very time
consuming for them as they not only needed to complete the task but also learn how to do it.
Additionally, they felt unable to describe problems adequately to the technical team who were
subsequently not always able to understand the problems and replicate them to find a solution. From the
technical side, there was concern that because non-technically trained personnel were updating the site,
there was a risk of accidental errors leading to additional work to remedy them.
It was also clear at some points during the pilots that there was a lack of clarity in terms of partners each
knowing the role of the other partners. In particular it did not seem clear to pilot partners the different
roles of HDTI and the OU.
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The DISCOVER solution
A very clear lesson learned during the course of the project was that carers are very individualised and
have very disparate needs. This was observed across all pilot sites and was seen as a crucial consideration
when developing the service (for more detail see D2.7). The service at this developmental stage was seen
as forcing a compromise between meeting the needs of the users and providing an equitable service to
all, which could be evaluated by a common methodology. It was acknowledged by pilot partners that
there could not be a ‘one size fits all’ solution, and there were a number of factors which could influence
the success or failure of DISCOVER in meeting carers’ needs:
Formal and informal carers: Each pilot site recognised that there were differences in formal and informal
carers across a number of areas and attitudes. In Greece in particular, it was felt that formal carers would
be far more likely to pursue an accredited learning pathway than informal carers. Informal carers, across
the board, were interested in finding out more about their caring role but wanted to do this at their own
pace and were sensitive to feeling undervalued. It was important for the informal carers to be able to
share their experiences and knowledge; for this group, the ability to add and personalise content may be
valuable. Learning was not always viewed positively, but it was possible in some areas to repackage the
same content and increase carer acceptance. It was recognised by the Dutch partners that whilst it is
necessary to make some adjustments to DISCOVER to make it fully acceptable to Dutch carers, making
the system perform a completely different function to its original intention is not necessarily feasible. A
suggested approach in light of this was to see DISCOVER as a ‘give and take’ process – carers need the
opportunity to feed back what they have learned from their caring role, whilst also being able to seek the
new information they need in a supportive environment.
Cultural and geographical differences: In the Netherlands in particular, there were a number of cultural
considerations which necessitated a different approach to the other pilot sites. Carers were against the
idea of structured learning and teaching, and as such the learning zone was rebranded to the
‘Kennisbank’ (Knowledge Bank). In Spain, carers can often be very geographically remote and there is
poor access to broadband internet, which could affect uptake of a service like DISCOVER. Table 16
provides some suggestions as to how to resolve this issue.
Carer identity: It was apparent during the pilots that some carers, particularly informal family caregivers,
do not necessarily identify themselves as such. Where care is given based on the needs of a close family
member, it may be seen as part of familial responsibility and a negative stigma attached to the label
‘carer’. This should be considered when planning carer projects, so as not to miss the feedback of those
who may find the service useful but might not self-identify as the target market.
Ability of carers to communicate their needs: The pilots were focused on determining the needs of the
carers and making developmental decisions accordingly. However, it was clear that in some cases,
feedback from carers regarding what they wanted from DISCOVER was not always supported in their
feedback and behaviour after implementation. For example, in the UK in the prepilot phase carers voiced
strongly that they wished to see forums and other ways to communicate with other carers. As a result,
this was implemented but no forum posts were made. Feedback in pilot phases 1 and 2 suggested that
carers lacked the confidence to use such a feature. Another key lesson from the pilot feedback was that
not all content necessarily must be caring-related. Carers expressed an interest in local activities such as