research on open educational resources for development (roer4d) in the global south: an overview

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Cheryl Hodgkinson-Williams Overview for Dutch HBO-I Academic Visit University of Cape Town 11 March 2015 Research on Open Educational Resources for Development (ROER4D) in the Global South: An overview

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Cheryl Hodgkinson-Williams

Overview for Dutch HBO-I Academic Visit

University of Cape Town11 March 2015

Research on Open Educational Resources

for Development (ROER4D) in the Global South:

An overview

Open educational resources

(OER) are teaching, learning,

and research resources that

reside in the public domain or

have been released under an

intellectual property license

that permits their free use and

re-purposing by others (e.g.

Creative Commons) (adapted

from Smith & Casserly 2006:

8).

Free videosAny learner or

teacher

What are OER? Free lecture

notes

OER: Examples of OER international repositories

OER: Examples of OER South African repositories

.OER vs Materials on the internet

OER

Intentional contribution of

teaching, learning and research

materials for others to access

freely and reuse legally

Internet

Visibility of all types of materials

for others to access freely that

are copyrighted by default

Hodgkinson-Williams & Gray (2009:110) & Hodgkinson-Williams (2014)

Copy

Customise (e.g. translate, add local content)

Combine (e.g. select and mix content)

Contribute (e.g. share locally & with the world)

OER: Degrees of openness

OER: Degrees of openness

Copy

Copy &

Contribute

Copy

Customise

Combine &

Contribute

Incre

asin

g o

pe

nn

ess

Maximum dissemination

(Adapted from Burgos & Ramírez 2011:6)

Dr. Jane-Frances Agbu is the Head of the

newly created Open Educational Resources

– Massive Open Online Courses (OER-

MOOC) Unit at the National Open

University of Nigeria (NOUN). With funding

from the European Union, UNESCO is

assisting the university in transforming all the

courses into open-licensed Open

Educational Resources (OERs) as well as

open-licensed Massive Online Open

Courses (MOOCs) to attract very large

numbers of young Nigerians to access high-

quality higher education. With over 180,000

enrolled students, NOUN is the 2nd largest

university in Africa with 1,500 courses at

Bachelors, Masters, and PhD level.

Dr Robert Schuwer. Lector OER Fontys Hogeschool

ICT. Formally from the Open Universiteit Nederland

Google Trends 8 March 2015

Global – Web searches

Interest in OER over time

MOOCs

Open

Content

OEROpen

Textbooks

Learning

Objects

https://oerresearchhub.files.wordpress.com/201

4/11/oerrh-evidence-report-2014.pdf

What do we know about OER?

http://oermap.org/oer-evidence-map/

What do we know about OER in the world?

http://oermap.org/oer-evidence-map/#

Claims made about the

potential of OER to

address key

challenges in

developing countries

to:

• increase access to

higher education

• contain or reduce

costs

• enhance quality,

currency &

relevance

BUT, most of the

research on OER

adoption and impact

has been undertaken

in the “Global North”

Dearth of OER evidence in the Global South

In what ways, and under what circumstances, can the adoption of

OER impact upon the increasing demand for accessible, relevant,

high-quality, and affordable education in the Global South?

Research on Open Educational Resources for Development (ROER4D)

In what ways, and under what circumstances, can the adoption of

OER impact upon the increasing demand for accessible, relevant,

high-quality, and affordable education in the Global South?

Research on Open Educational Resources for Development (ROER4D)

ADOPTION STUDIES

1. In what ways, and under what

circumstances are OER being

adopted in the Global South?

In what ways, and under what circumstances, can the adoption of

OER impact upon the increasing demand for accessible, relevant,

high-quality, and affordable education in the Global South?

Research on Open Educational Resources for Development (ROER4D)

ADOPTION STUDIES

1. In what ways, and under what

circumstances are OER being

adopted in the Global South?

IMPACT STUDIES

2. In what ways, and under what

circumstances can OER adoption impact

upon the increasing demand for accessible,

relevant, high-quality, and affordable

education in the Global South?

International Development Research Centre (IDRC)

Open Society Foundations (OSF)

UK Department for International Development (DFID)

3 year project (27 Aug 2013 - 27 Aug 2016 with an extension to Feb 2017)

Grant 1 - IDRC CAD 2 million & OSF Grant 2 - DFID CAD 500,000

3 Regions

South America

Sub-Saharan Africa

Central, South & South-East Asia

18 research projects in 7 clusters

IDRC

OSF DFID

ROER4D Funding

ROER4D

Network hub

OER Desktop overview (1) Survey of OER

adoption by academics & students

(1)

Academics’ adoption of OER

(2)

Teacher educators’ adoption of OER (3)

OER adoption in one country (1)

OER impact studies (7+1)

Baseline educational expenditure (2)

Overview of ROER4D’s 7 Project Clusters

• 18 Sub-Projects

• 26 Countries

• 86 Researchers & associates

• 16 Time zones

Knowledge

building

Research

capacityNetworking

1. Build an

empirical

knowledge base

on the use and

impact of OER in

education

2. Develop

the research

capacity of

OER

researchers

3. Build a

network of

OER

scholars

5. Communicate

research to inform

education policy and

practice

ROER4D Objectives

4. Curate

research

openly

Curation

Research

capacity

Communication

Leadership

Management

Communication

Curation

Networking

Research capacity

Specific objectives

Enabling objectives

ROER4D Evaluation

Knowledge building

E

V

A

L

U

A

T

I

O

N

Visible

Less visible

Open Research – ROER4D intentions to share

Conceptual Framework/s

Methods

Instrument questions

Data

Analysis tools

Findings

Proposal

Literature

Review

Research

process

OER

Asia

NEW

Open

project

Project

events

Resources

SlideShare

Blog Twitter

Facebook Page

CMS (Vula)

Website

Email

Virtual meetings

(Skype, Adobe

Connect)

Internal communications External communications

Conferences

ROER4D Communications overview

OpenUCT

repositoryNewsletter

ROER4D Website

http://roer4d.org

ROER4D Open Magna Carta

Make open …

… if it adds value

… if it is ethical

… if it is legal

… by default

http://en.wikipedia.org/wiki/Magna_Carta#mediaviewer/File:Magna_Carta_(1297_version_with_seal,_owned_by_David_M_Rubenstein).png

On public display in

the West Rotunda

Gallery of the National

Archives Building in

Washington, D.C

Funding PartnersDr Matthew Smith

IDRC

Ed Barney

UK Aid – DFID

Melissa Hagemann

OSF

Network Project TeamProf Cheryl Hodgkinson-

Williams

Principal Investigator

Prof Patricia Arinto

Deputy Principal Investigator

Tess Cartmill

Full-time Project Manager

Henry Trotter

Part-time Researcher

Thomas King

Part-time Research Administrator

Rondine Carstens

Contract Graphic Artist

Tinashe Makwande

Contract Videographer

UCT SupportProf Danie Visser

Deputy Vice- Chancellor

Project signatory for UCT

Keval Harie

Contracts Lawyer

Prof Laura Czerniewicz

CILT Director

Shirley Rix & David Worth

Finance administrators

Advisory GroupProf Raj Dhanarajan

Former VC & Emeritus Professor

Prof Fred Mulder

Former VC & Emeritus Professor

Carolina Rossini

IP Contracts lawyer

Dr Savithri Singh

College Principal

Prof Stavros Xanthopoylos

Director FGV

MentorsIneke Buskens

Qualitative Research Consultant

Dr David Porter

Researcher

Dr George Sciadas

StatisticianCommunication &

EvaluationSukaina Walji

Sarah Goodier

OER Impact Project TeamProf Raj Dhanarajan & Maria Ng

Principal Investigators – OER Impact

Suan Choo Khoo & Vivien Chiam

Administrative Officers

ROER4D Network Team Advisor from the Netherlands

ROER4D Network (86 researchers)

Sub-Project 2 (32)

Prof Jose Dutra

University of Sao Paulo

2 part-time research assistants & 27

local coordinators

Judith Pete College, Kenya

Prof Daryono Universitas Terbuka,

Indonesia

Sub-Project 1 (7)

Mariana Eguren, Peru

Maryla Bialobrzeska, Jenny Louw,

Ephraim Mlanga, Catherine Ngugi &

Rosemary Juma, SAIDE, South Africa

Prof Raj Dhanarajan

Wawasan Open University

Sub-Project 3 (3)

Prof Sanjaya Mishra COL,

Vancouver, Dr Ramesh Sharma, alka

Singh, CEMCA, India

Sub-Project 4 (2)

Glenda Cox

Henry Trotter, UCT, South Africa

Sub-Project 6 (3)

Pilar Saenz

Dr Ulises Hernandez

Marcela Hernandez, Karisma

Foundation, Colombia

Sub-Project 5 (2)

Guru Kasinathan

Ranjani Ranganathan

IT for Change, Bangalore, India

Sub-Project 7 (3)

Prof Mohan Menon, Bhandigadi

Phalachandra & Jasmine Emmanuel

Wawasan Open University, Malaysia

Sub-Project 8 (1)

Batbold Zagdragchaa

New Policy Unit, Ulanbataar, Mongolia

Sub-Project 9 (3)

Werner Westermann, Juan Muggli,

Victor Barragan

Chile

Sub-Project 11 (1)

Sarah Goodier

UCT, South Africa

Sub-Project 12 (2)

Carolina Botero & Amalia Toledo

Karisma Foundation, Colombia

Sub-Project 10.1 (3)

Dr Freda Wolfenden

Dr Alison Buckler & Pritee Auckloo

Open University, UK

Sub-Project 10.2 (5)

Dr Atieno Adala, Therrezinha

Fernandes, Marilena Cabral, Tom

Ojwang, Sophia Alexandre

AVU, Kenya

Sub-Project 10.3 (7)

Prof Laura Czerniewicz, Sukaina

Walji, Michael Glover, Cheryl Brown,

Janet Small, Andrew Deacon, Mary-

Ann Fife, University of Cape Town

Sub-Project 10.4 (2)

Lauryn Oates, Rahim Parwani

CW4AW, Afghanistan

Sub-Project 10.5 (4)

Dr Yasira Waqar, Prof Naveed Malik,

Saba Khalil, Sana Shams

Sub-Project 10.6 (2)

Dr Shironica Karunanayaka, Som

Naidu, Open University of Sri Lanka

Sub-Project 10.7 (4)

Dr Sheila Bonito, Charisse Reyes,

Rita Ramos, Joane Serrano

Open University of the Philippines

References

Burgos, J. V., & Ramírez, M. S. (2011). Innovative experiences of Open Educational Resources towards

academic knowledge mobilization: Latin-American context. Proceedings of OpenCourseWare Consortium

Global 2011: Celebrating 10 Years of OpenCourseWare. Cambridge, MA. Retrieved from

http://www.ruv.itesm.mx/convenio/catedra/recursos/material/ci_34.pdf [Last accessed 8 March 2015].

Hodgkinson-Williams, C. & Gray, E. (2009). Degrees of openness: The emergence of open educational

resources at the University of Cape Town. International Journal of Education and Development using

Information and Communication Technology, 5(5), 101-116. Available online:

https://open.uct.ac.za/handle/11427/8860 [Last Accessed 23 January 2015].

Hodgkinson-Williams, C. A. (2014). Degrees of Ease: Adoption of OER, OpenTextbooks and MOOCs in the

Global South. Keynote address at the OER Asia Symposium 2014. Available online:

https://open.uct.ac.za/handle/11427/1188 [Last accessed 3 March 2015]

Smith M. & Casserly C. (2006) The Promise of Open Educational Resources. Available online:

http://learn.creativecommons.org/wp-content/uploads/2008/03/changearticle.pdf [Last accessed 4 March

2014]

Links

Website: www.roer4d.org

Contact Principal Invesigator:

[email protected]

Follow us: http://twitter.com/roer4D

Presentations: www.slideshare.com/roer4D

Thank you!

This work is licensed under a Creative Commons Attribution 4.0 International License.

Written by Cheryl Hodgkinson-Williams, Henry Trotter, Tess Cartmill, Sukaina Walji,

Sarah Goodier & Thomas King

Contact:[email protected]

Graphics by Rondine [email protected], Cheryl

Hodgkinson-Williams & Henry Trotter [email protected]