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Middle School Students and the Simultaneous Use of Microsoft Office 2007 and OpenOffice.org
Jeffrey M. Yearout
Fall 2009
Middle School Students Productivity 2
Abstract
The expanding use of computers in schools has brought with it the need for students to regularly
learn new applications in order to successfully complete their work. In certain instances, the use
of different applications of the same type is required for various reasons. This adds learning
challenges for the student in addition to the content of the class, which can result in frustration
and dissatisfaction with the applications being used. This study analyzed the experiences and
perceptions of a group of Kansas middle school students who were required to use two different
office application suites during the fall semester of 2009.
Middle School Students Productivity 3
Middle School Students and the Simultaneous Use of Microsoft Office 2007 and OpenOffice.org
The societal notion that computer technology plays an important role in our lives has
been and continues to be very strong, causing demand on school districts to continually strive
toward increased emphasis on technology use. With the advent of the personal computer in the
early 1980s and subsequent push for internet connectivity in the 1990s, most K-12 schools in the
United States did make the very intentional decision to include computer-based technologies
within the school curriculum in some fashion (Scheffler & Logan, 1999). This inclusion ranges
from lower level usage such as word processing to the possibilities of progressive usage that
makes genuinely global learning more feasible than ever. Such expanding use causes the ongoing
introduction of new applications and tools, which are accompanied by the time and effort that is
needed to learn how to make best use of these pieces of software. This creates many challenges
for most districts, as time and fiscal resources are already scarce, even without the additional
The strain on budgets for schools due to the economic recession that began in the fall of
2008 has been intense, making the justification for large expenditures on computer technology
more difficult. Most school districts prefer to have an approved standard set of applications for
use on their systems, with the intent being to reduce support costs by managing the number of
applications the support staff will have to service. The common practice in most settings has
been to use proprietary applications and systems, based on the presumption that they will be
more stable in performance and have greater availability of technical support. In theory this
practice should make the benefits outweigh the costs (Drozdik, Kovacs, & Kochis, 2005).
For many years, the most common office application suite, in both enterprise and
scholastic settings, has been Microsoft Office (MSO) (Montalbano, 2009). However, the high
cost of licensing MSO on all the computers within a district has led some to seriously consider
free and open source alternatives, such as OpenOffice.org (OOo), as a means of reducing the
Middle School Students Productivity 4
annual cost of software licensing. When a district has to license all its computers for MSO, even
at a relatively low hypothetical rate of $60 per computer, it is easy to understand why a budget
manager would consider a free alternative. A district must consider, however, that the initial
reduction in expenditure may not accurately reflect the total cost of ownership in using a “free”
(2005) as “the total price in money, time, and resources of owning and using software.” Total
cost of ownership in this setting can include items such as software support, customization, and
training. While being a Microsoft sponsored case study, making it one of clear bias, the Orange
County Public Schools in Florida recently analyzed the total cost of ownership of switching to a
free and open source solution (Microsoft, 2009). They found that while licensing costs were
reduced, the cost of migrating large amounts of data, along with the ongoing costs of technical
support, training, further data migration, and lost productivity resulted in the total cost of
ownership of MSO being lower. While the study again has clear bias in favor of Microsoft, the
issue of costs beyond just licensing should not be ignored, even with a difficult to measure
For the purposes of this study, usability is defined as “the ease with which a software
product can be used to perform its designated task by its users at a specific criterion” (Lin,
Choong, & Salvendy, 1997, p. 267). The eight human-computer interaction factors stated in the
study by Lin et al. are compatibility, consistency, flexibility, learnability, minimal action,
minimal memory load, perceptual limitation, and user guidance. These factors were the
framework for their collection of quantitative data about human responses to software usage. The
term intuitive is related to usability, but is placed on the software side of the interaction. It takes
into account issues such as interface design and layout, navigation structures, color selections,
and other textual, visual, and aural cues that assist the user in understanding what the application
Though nearing a decade since its publication, the premise of Larry Cuban’s book
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Oversold and Underused (2001) still has merit. Cuban asserts that technology is not used often
enough in meaningful ways that enhance student achievement. The challenge seems to lie in the
ways in which the technologies are implemented in the classroom. Many school districts focus
heavily on placing hardware and software in the schools, with too little emphasis on pedagogy
and instructional design. With carefully planned implementation, some research does indicate
that achievement gains are possible, but this statement comes with two major caveats. The first is
the fact that all the variables in a school setting cannot be controlled for research purposes. The
second is the reality that technologies and methods for their use can change so fast that long-term
studies are difficult to carry out and still maintain relevance upon conclusion of the research
(Herman, 1994). It can also be difficult to develop sound research and data collection methods
on higher order thinking skills compared to more basic factual knowledge (Protheroe, 2005).
There is also a divergence between teachers and students regarding the perceived
importance of technology in schools. In general, students tend to be less cautious and hesitant
about increased technology use in school than teachers. This may not be a surprising statement to
most educators, but some of the reasons are enlightening and even surprising. The reasons
students wish to see greater use of technology in schools goes beyond their high levels of
technology usage outside of school. Spires, Lee, and Turner (2008) found four major themes in
The first theme focused on the students’ perception that teachers to a large degree did not
understand the importance of technology in their lives outside school and the belief that teachers
would include more technology if they did understand that fact. The fact that students
differentiated between “fun” usages outside of school (e.g., social networking, listening to music,
gaming) and “boring” usages in school (e.g., word processing, testing, research) was interesting.
That notion seemed rooted in their perception that in school you are told what to do, while
The second theme indicated that students do want to be actively engaged in school and
realize that technologies can help make that possible. Though project-based learning certainly
Middle School Students Productivity 6
does not require computer technology to be feasible, such technology can have high impact.
Students in the study realized that the power of information availability coupled with the need to
find information independently combines into a powerful vehicle for engagement. Students also
realized other benefits of technology, such as eliminating the problems of poor penmanship with
writing assignments. They also understood certain limitations such as software usability and
The desire to be prepared for the future emerged as the third theme. Students expressed a
desire to have school experiences that have greater direct relation to potential careers. Their
observation of use of technologies in many professions even allowed many of them to identify
specific types of hardware and software tools used in a various careers. Additionally, many
wanted to be able to use the internet to find information about potential careers.
The final theme extends out of the third to a certain extent. It relates to the students’
realization that they need exposure to these technologies if they are to be prepared for life
beyond school and to that end want their school to look like the world in which they live. The
students in the study shared some creative ideas for schools, such as using cell phones and
laptops to gather information on demand and using digital recording technology to create an oral
Teachers, on the other hand, have a more mixed perception of technology in the schools,
with issues rooted both in and out of the realm of pedagogy and curriculum. It is not surprising to
find that teachers who make greater personal use of computers, and thus are more at ease with
the technology, are also more likely to make greater use of technology in their classrooms.
Reluctance to use available technologies related to issues such as concern about decreased
student understanding due to technology dependence and the lack of finding any software that
difficulty with integrating technology into instruction, and lack of technical support have been
Beyond those issues for teachers were others related to pedagogy and practice as well as
Middle School Students Productivity 7
job security concerns. Students saw technology as a positive tool regardless of academic ability
level, where some teachers thought that using technology was appropriate only for stronger
students. There was also indication that technology would take away from perceived “real
learning” experiences found in traditional methods. This was due in some part to lack of
familiarity with how to engage in teaching practices beyond the production of papers and visual
presentations. Finally, some trepidation was due to the concern that higher technology usage
could result in teachers being fully replaced by computer technology, leading to the loss of one’s
job (Li, 2007). However, this may be rooted in misunderstandings of the key differences between
learning “from” technology, where it serves as a tutor with little or no teacher interaction, and
learning “with” technology, where it is intended to supplement the activities of a live classroom.
Ringstaff and Kelly (2002) indicate that while tutorial style use of technology can lead to
improvements in basic skills, it is less clear that such gains in higher-order skills are also feasible
Technical Issues
The use of free and open source software typically presents some risks and challenges, as
would be the case of any major change of application platforms. One of the more prominent
exploits when working in a networked environment. Open source software development has
matured, thanks to the growth and availability of digital community web sites for these
applications. For these reasons, open source software is often as well managed as proprietary
software. Similar advancement regarding technical support and maintenance issues has also
taken place with open source software (Drozdik, Kovacs, & Kochis, 2005).
Challenges with interoperability and portability between MSO and OOo are more
apparent to the user than security and maintenance issues. Problems in this area are found when
users suffer loss of data and information due to formatting problems between differing
applications. Even when such loss is relatively minor, it can lead to lost productivity and
increased frustration on the part of the user. These frustrations are also exposed when users are
Middle School Students Productivity 8
transitioning to new applications, though this can be difficult to accurately and consistently
quantify for calculating total cost of ownership (Rossi, Scotto, Sillitti, & Succi, 2005).
While all the above items certainly have impact on the usability of an application, the
user-specific issues are typically the most easily noticed. It is important to keep the broader
issues in mind when trying to improve usability challenges, but ultimately issues must be
One issue with attempting to transition from one application to another that has the same
purpose, as with MSO and OOo, is the interference caused by negative transfer of learning.
Perkins and Salomon (1992) identify negative transfer of learning as occurring “when learning in
one context impacts negatively on performance in another” (p. 6455). They do state that this
issue is typically only relevant in the early stages of learning something new, as the learner at
this stage is still attempting to fit new understanding within an older framework. This paradigm
fits well with the concept of the J-curve, a visual model used across a variety of disciplines (Erb
& Stevenson, 1999). The J-curve as applied to learning indicates that a dip in performance in the
early stages of learning is expected before performance increases, as it takes time for the learner
Finally, the attitudes of middle school students toward technology have an impact on how
well the challenge of learning new software is met. Middle school students have a clear interest
in technology and do indicate an interest in greater use in school. However, their interest
emerges out of personal usage for entertainment, communication, and social purposes. This can
cause their perception of using technology for academic purposes to be swayed by the mindset
that technology for schoolwork is something they are being required to do and not something
There is little literature regarding the specific issue of challenges found in transitioning
from MSO to an open source solution such as OOo. More generalized material, however, does
exist that focuses on the challenges of transitioning from one piece of software to another. As
Middle School Students Productivity 9
school districts wrestle with the consideration of adopting open source software, further
understanding of the issues beyond pure fiscal concerns is warranted if students are to be
Data Collection
Intervention Description
Due to a budgetary issue, the launch of a new middle school curriculum in this particular
classroom did not include placing the district standard Microsoft Office 2007 product on the
classroom computers, where there is a 1:1 student/computer ratio. The Technology Department
installed the free and open source Open Office as the alternative solution for the classroom,
despite the fact that students use the Microsoft product everywhere else in the school.
• What is the effect of the mixed use of Microsoft Office 2007 and Open Office 3 on
• Are students able to transfer global skills within an office applications suite between
The subjects for this study were students enrolled in the fall semester of 2009. The
subject pool totaled 151 students, with 79 seventh graders and 72 eighth graders. Of the 79
seventh graders, 55 were male and 24 were female, with the eighth grade gender division being
55 male and 17 female. The students in this subject pool were generally considered academically
average or better, as a prerequisite for enrolling in this particular course was that a student not be
concurrently enrolled in a remedial math or language arts class. This course, with a total of
twelve sections taught by two teachers, was an elective course at this 7th/8th grade middle school
building and part of a wider implementation of this curriculum within the district. The school at
the time of this study had approximately 1,000 students, with a minority population of
approximately 20% and a free/reduced lunch population of approximately 40% in the fall of
2009.
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Data Collection Procedure
This was a mixed methods study involving the use of a survey to collect quantitative data
regarding student perceptions of ease and/or difficulty of usage and a questionnaire with follow-
up clarification interviews to gather qualitative data about student perceptions of the software
The survey was administered to the entire subject pool during normal class time
approximately halfway through the fall semester of 2009. The survey was delivered using
Google Forms from the Google Apps tool set. All survey questions were designed to be
answered using a Likert scale, with the exception of the final survey question. That question was
a simple choice of preference for either the MSO or OOo suite. The questionnaires and follow-up
interviews were administered within one month of the completion of the surveys. The
questionnaire was delivered using Google Forms, with the follow-up interviews being done face-
to-face during class time. For the questionnaires, a representative group of approximately 20% of
the entire pool was selected, with care given to represent the grade and gender demographics of
One of the risks of making anecdotal observations regarding software usability is the
challenge in separating one’s own skills, experiences, and the preconceived notions that follow
from the experiences of others. The intent of this study was to attempt to ensure that the data
represented student perceptions only. This is critical because imposing an adult perception can
lead to faulty understanding, especially when making informal anecdotal observations. While it
is likely that at least a few students did not take the survey and/or questionnaire seriously, there
should be sufficient amounts of data collected to mitigate this issue, as extreme outliers were
What is the effect of the mixed use of Microsoft Office 2007 and Open Office 3 on students'
the survey data is drawn from a wider pool makes it more reliable for answering this question.
The survey data was collected from twelve different sections of classes, with Likert scale
responses being asked about ease and/or difficulty of use of both office application products.
The responses clearly show more favorable responses towards Microsoft Office (MSO)
than OpenOffice (OOo). Regardless of the nature of the comparative questions asked about MSO
and OOo applications, the preference for using MSO is clear (see Table 1). Measured on a Likert
scale (1 as strongly disagree to 5 as strongly agree), the mean score for the MSO application
question is always at least 0.85 higher than the comparative one for the OOo application. The
standard deviations for the questions did show a wider dispersal of responses for the OOo
Table 1
The data from graphing the actual number of responses for each Likert number is even
more revealing (see Figure 1-4). The number of responses for the MSO applications increases as
the Likert scale progresses from 1 to 5, with dramatic increases for the most favorable responses.
In comparison, the responses for the OOo applications peak at 3, following a bell-curve pattern.
Middle School Students Productivity 13
Figure 1. MSO Word – Ooo Writer Ease of Use Questions
Are students able to transfer global skills within an office applications suite between Microsoft
It is almost always more challenging in making determinations with qualitative data, and
this study is no exception. The answers regarding what the subjects found easy or difficult with
both application suites were less critical than what would be expected from such clear
quantitative data, though there was identification of certain specific tasks that were more
challenging in OOo. The most commonly mentioned of these centered on tasks involving the
insertion and manipulation of images in OOo Writer, due to it being dramatically different from
The answers regarding the challenges of using both suites at the same time were more
clearly oriented on usability issues. Of those, the most common statements focused on the
difficulty in finding tools in OOo applications and challenges with remembering differences
between the interface layouts of the two suites. The subjects clearly recognized that they knew
what task they needed to do, the problem was in finding and using the appropriate tool. There
was occasional mention of a desire for a simpler interface. While such a sentiment is
understandable, its relevance to this study is limited, as both the MSO and OOo suites are
Discussion
Summary of Findings
The preference toward the MSO applications was quite clear in both the quantitative and
qualitative data collected for the study. In the survey data, the vast majority of responses toward
MSO was 3, 4, or 5, while for OOo the dispersal of possible responses was wider, a fact
Middle School Students Productivity 15
supported by the larger standard deviation figures for OOo. In addition to the strong preference
for MSO, this would also indicate that the perceptions and attitudes toward OOo vary to a greater
degree. The preference for MSO was also well supported by the fact that 3 was the mode for
The qualitative data collected also supports the assertion that MSO is the clear favorite of
the subjects. While there was some mention of challenges and difficulties with MSO
applications, the number and tone of such statements were greater in reference to OOo
applications. The mention of some specific tasks that were difficult to perform in OOo also
The primary question that can be drawn from this information is one that would require
more thorough research. The difficulties presented by OOo applications are clear in this study –
the underlying causes are not. One possibility has to do with the problems related to transitioning
from one application to another and the concept of negative transfer of learning. The statements
made by the subjects would support this, as there were numerous remarks about difficulty in
finding and using tools in OOo that were stated as being relatively easy tasks in MSO. The
deeper question would be whether this is just an issue of negative transfer or also one of interface
and tools design as a major factor in the lower usability scores. Typically the problems related to
negative transfer are resolved over time as the user becomes more familiar with the application.
Conversely, usability problems due to interface design and layout will usually persist to some
degree regardless of the level of familiarity with the software. The scope of this study is not
The original intent of the study posed an interesting issue to contend with as the process
of research developed. Due to my personal dismay with the fact that we were forced to use the
OOo suite in my classroom, I had to be careful to guard against letting those biases have either
direct or indirect influence on my research. I have tried to be as neutral as possible in both how I
spoke to my class regarding either application suite and in how the survey and questionnaire
were worded and constructed. Just before students took the survey or questionnaire, I
Middle School Students Productivity 16
emphasized the confidentiality and anonymity of the process, with the hope that such statements
The particular situation of having to make simultaneous use of software with identical
purposes might be somewhat rare, but one that could happen more frequently in the future. With
the rapid expansion of web-based applications, currently referred to as “Web 2.0” or sometimes
“cloud computing” (Vaquero, Rodero-Marino, Caceres, & Lindner, 2009), the likelihood of
frequent transitions between application platforms will probably increase. The focus of this study
was to determine the challenges middle school students faced as they transitioned between two
specific applications. Despite this focus, I believe that the research findings can be used to make
In general, I believe it is important that more emphasis be made on developing the skills
of learning new software. The tendency is to spend most or all of the time allotted for application
skill training on how to use specific tools and functions, and too little on how to use contextual
clues, help features, and online resources to solve usage challenges independently. A notion
exists that today’s K-12 students are all “digital natives” (Prensky, 2001) and can learn all they
need regarding how to use technology on their own. This notion, in my opinion, is misguided
and a myth. What I have observed is that my students are more willing to try things and are less
fearful of “breaking” the computer than adults, but often are not much better at using help
systems than the typical adult. The development of activities that intentionally focuses on the
skills of using existing help systems for applications, regardless of the type, has the potential for
long-term and globalized benefit to the technology user. The development of greater independent
learning capacity can eventually become a time saver, despite the initial time investment needed.
The first specific recommendation for my classroom is a request that would require
approval and financing from the district level. For major applications, such as an office
application suite, the use of a specific selected choice district-wide is strongly recommended. I
realize this conflicts to a certain degree with the generalization that improved skill in learning
new software is also recommended. The difference lies in that major applications tend to be
Middle School Students Productivity 17
much more complex than the typical web-based application, and as a result have a longer and
more difficult learning timeline. The time resources necessary to give adequate depth of training
would seem to dictate that a single selection would promote greater productivity in the long term.
The subjects noting the difficulty in remembering how to perform certain tasks when using the
The second recommendation is one that can be put into action immediately and, with
documentation, could be of benefit to others who are using the OOo suite. I intend to begin
screening through lessons more closely for items that are likely to cause difficulties for students.
As I observe what challenges students the most, this task should get easier over time. In my
particular case, the fact that I repeat the curriculum on a semester basis allows me the
keeping a log of the nature of the difficulties and the approaches I take in their resolution, I
should be able to have a record of information that can be shared with others. This information
could also be used as rationale for the selection of one office application suite over another.
The third recommendation dovetails out of the second to a certain extent. While I hope to
anticipate problems as often as possible, my experience tells me that problems will arise that I
did not anticipate. The solution for this is to always be ready to implement “just-in-time”
learning, a tactic I find very useful, especially with computer applications. This approach means
I have to be prepared to pause at any time if my observation of what the students are doing
indicates they are struggling with an application usage problem. Ideally, I will be familiar with
the situation and able to lead a brief mini-lesson on how the task is performed. If that is not the
case, I need to be comfortable with telling the students that I do not know the solution and lead
them in the process of using help systems to determine one. While the pausing of a lesson to deal
with an application task does interfere with the lesson flow, I believe the insertion of the mini-
lesson in the context of its use makes it more relevant to the student and is therefore more likely
to be retained. This is just conjecture on my part and perhaps would be a topic worthy of future
research.
Middle School Students Productivity 18
While the results of the research were not surprising to me, the details I have gleaned
should prove to be of value in the future. It is one thing to know that students struggle with
Computer technologies are likely to continue their growth in usage in K-12 schools for the
foreseeable future. It is vital that we as professional educators continue to closely analyze how
these technologies are implemented and be ready and willing to adjust our practices for the
SURVEY QUESTIONS
This survey is to help assess the ease or difficulty in using the word processing and presentation
applications from Microsoft Office and OpenOffice.
I think Microsoft Word is easy to use.
1 2 3 4 5
I am able to learn how to do new tasks in Microsoft Office and PowerPoint easily.
1 2 3 4 5
I am able to learn how to do new tasks in OpenOffice Writer and Impress easily.
1 2 3 4 5
Overall, I prefer:
Microsoft Office (Word and PowerPoint) OR OpenOffice (Writer and Impress)
Bottom of Form
Middle School Students Productivity 21
Appendix B: Office Applications Usability Questionnaire
QUESTIONNAIRE QUESTIONS
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Drozdik, S., Kovács, G. L., & Kochis, P. Z. (2005). Risk assessment of an open source
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Erb, T.O., & Stevenson, C. (1999, May). Middle school reforms throw a J-Curve: Don’t strike
Herman, J. (1994). Evaluating the effects of technology in school reform. In B. Means (Ed.),
Jacsó, P. (2003, January). Digital librarianship: search software usability issues. Computers in
Li, Q. (2007). Student and teacher views about technology: A tale of two cities. Journal of
Lin, H.X., Choong, Y.Y., & Salvendy, G. (1997) A proposed index of usability: A method for
Microsoft. (2009). Orange County Public Schools: Large School District Weighs TCO of
/Case_Study_Detail.aspx?casestudyid=4000005095
Montalbano, E. (2009, June 4). Forrester: Microsoft Office in no danger from competitors.
forrester-microsoft-office-in-no.html
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http://www.netc.org/openoptions/appendices/glossary.html
Perkins, D. N., & Salomon, G. (1994). Transfer of learning. In T. Husen & T. N. Postelwhite
(Eds.). International Handbook of Educational Research (Second Edition, Vol. 11; pp.
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6452-6457). Oxford, Pergamon Press.
http://www.marcprensky.com/writing/default.asp
Ringstaff, C. & Kelley, L. (2002). The learning return on our educational technology investment:
http://www.wested.org/online_pubs/learning_return.pdf
Rossi, B., Scotto, M., Sillitti, A., and Succi, G. (2005). Criteria for the non invasive transition to
250–253.
Scheffler, F. L. & Logan, J. P. (1999). Computer technology in schools: What teachers should
know and be able to do. Journal of Research on Computing in Education, 31 (3), 305-
322.
Spires, H., Lee, J., Turner, K., & Johnson, J. (2008). Having our say: Middle grade
Vaquero, L., Rodero-Marino, L., Caceres, J., & Lindner, M. (2009). A break in the clouds: