Overview of the ROER4D project CILT Brown Bag

session

Cheryl Hodgkinson-Williams with Rondine Carstens, Tess Cartmill, Glenda Cox,

Thomas King, TinaShe Makwande, Henry Trotter, Sukaina Walji

6 March 2014

Centre for Innovation in Learning and Teaching, University of Cape Town

9 December 2013

Research on Open Educational Resources (OER) for Development

in the Global South

Proposal Process –

Call• Jul 2012: Targeted by Planning Group

1st round

• Oct 2012: Proposals submitted & evaluated by the Planning Group

2nd round

• Jan 2013: Invited to present at F-2-F meeting in Jakarta

Proposal

• May 2013: Submit proposal to IDRC

Grant

• Aug 2013: IDRC awards grant with additional funding from OSF and DFID.

Funding: International Development Research Centre, Open Society Foundation & Department for International Development

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

CAD 2.4 million

3 Regions South America Sub-Saharan Africa South East Asia

12 projects in 7 clusters

IDRCOSF DFI

D

Research on Open Educational Resources (OER) for Development

in the Global South

In what ways, and under what circumstances can the adoption of OER address the increasing demand for accessible, relevant, high-quality and affordable education and what is its impact in the Global South?

Sub-Project 1: OER Desktop Review

Mariana Eguren

(Lima, Peru)* 4 countries Jenny Louw

(Johannesburg, South Africa)* 4 countries

Prof Raj Dhanarajan

(Penang, Malaysia)

* 4 countries

Prof Patricia Arinto

(Manila, Philippines)DPI, Mentor, AG

AG = Advisory GroupPI = Principal InvestigatorDPI = Deputy Investigator

Sub-Project 2: OER Survey

Prof Jose Dutra(Sao Paulo, Brazil)

* 3 countries,* 12 institutions

Prof Daryono(Jakarta,

Indonesia)* 3 countries,

* 12 institutions

Dr George Sciadas(Ottawa, Canada)

Statistician

Judith Pete(Nairobi, Kenya)

* 3 countries,* 12 institutions

Prof Stavros Xanthopoylos(FGV, Rio, Brazil)

Mentor, AG

Sub-Project 3 & 4: Academics’ adoption of OER

Prof Sanjaya Mishra

(New Delhi, India)* 4 institutions

Glenda Cox& Henry Trotter(Cape Town, South

Africa)* 3 institutions

Prof Cheryl Hodgkinson-Williams

(Cape Town, South Africa)PI, Mentor, AG

Sub-Project 5,6 & 7: Teacher educators’ adoption of OER

Prof Mohan Menon

(Penang, Malaysia)

Guru Kasinathan

(Bangalore, India)Pilar Saenz

(Bogota,Colombia)

Dr Savithri Singh(New Delhi, India)

Mentor, AG

Sub-Project 8: OER adoption in one country

Batbold Zagdragchaa

(Ulaanbaatar, Mongolia)

Dr David Porter(BCampus, Canada)

Mentor

Sub-Project 9 & 10: OER Impact Studies – DFID

Werner Westermann

(Santiago, Chile)* 1 country

Maria NgPI – OER Impact

(Singapore)* 10 projects

Wawasan Open University(Call for proposals still due)

Prof Fred Mulder

(Netherlands)Mentor, AG

Sub-Project 11 & 12: Educational Expenditure – OSF

Carolina Botero(Bogota,

Colombia)Rebecca Pursell

(SAIDE)(Johannesburg, South Africa)

Carolina Rossini(Brazil/USA)Mentor, AG

Network Team

Prof Cheryl Hodgkinson-Williams

Tess CartmillHenry TrotterThomas King

University of Cape Town, South Africa)

Maria Ng

(Singapore)

Prof Patricia Arinto

(Manila, Philippines)

ROER4D Objectives1. Build an empirical knowledge base on the use and impact of OER in education

Research into the Social and Cultural acceptability of Open

Educational Resources (OER) in the Global South (South Africa)

Glenda CoxLecturer, Centre for Innovation in

Learning and Teaching (CILT), University of Cape TownHenry Trotter

Researcher, CILT

Research question/questions

Why do people share or refuse to share OER and what are the conditions under which OER, sharing and use, would be considered socially and culturally acceptable?

1) UCT: Residential, urban, medium-size, research intense, collegial

2) UNISA: Distance, dispersed, large, teaching-focused, managerial

3) Fort Hare: Residential, rural, teaching-focused, no OER directory

Institutional Partners in South Africa

Collaboration with India

Survey (part of Sub Project 2)

Same study: survey, workshops and interviews conducted in comparable institutions in India

Workshops in each institution, introducing OER, Copyright and how to adapt teaching materials

Interviews and/or focus groups with workshop participants (6-8 individuals).

Outcomes

Links to advocacy work around UCT OpenContent

Similar topic to my PhD

International collaboration

ROER4D Objectives1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

Research capacitation through question harmonisation

4 goals:

• Harmonise our research questions, where possible, with that of other OER studies

• Harmonise our research questions, where possible, across our 12 projects

• Use this QH process to build the research capacity of our sub-project researchers and research associates

• Provide a model of best practices for other research for development projects concerning QH

1. Cheryl consulted 9 major OER surveys to help develop our own

questions

2. Henry consulted other OER studies and compared numerous proposed

questions

3. We discussed question options, chose the best & recorded the

rationale for our decision

4. Shared Qs with researchers, also showing how they would appear in

survey form

5. Will connect with researchers online to discuss and finalise Q

harmonisation

ROER4D Objectives1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

Build Network of OER scholars

Brief report on the 1st research workshop in Cape Town 9-13 Dec 2013

Tess CartmillROER4D Project Manager

1st ROER4D Research Workshop

1st ROER4D Research Workshop

5 day workshop

Stayed at City Lodge, V&A Waterfront, Cape Town

Met at Pavillion, V&A Waterfront, Cape Town

Needed to be close to 2 other conferences GO-GN, Global Network of OER PhD students and mentors Global Congress – Intellectual Property – Creative Commons

About 30 people, comprising of advisory group, some consultants, lead researchers and some additional researchers From: Colombia, Chile, Brazil, South Africa, Kenya, India,

Mongolia, Malaysia, Indonesia, Singapore, Philippines, Netherlands, USA, Canada

1st ROER4D Research Workshop cont.

Advisory Group meetings held at start and finish

Activities and discussions:

• Introductions all round, getting to know each other

• Research questions and research methodologies - getting to know how best to go about the various research projects - mentors and groups of researchers

• Quantitative data analysis – expert consultant

• Qualitative data analysis - gender analyst consultant

• Many joined Global Congress on 2nd last morning

1st ROER4D Research Workshop cont.

Good tea breaks and lunches for informal discussions

Evenings at Waterfront to shop and dine – freely or with others

Trip up Table Mountain – joined by GO-GN group

Final dinner at Groot Constantia, also with GO-GN group

The first of 3 workshops for the wide-spread research team

ROER4D Objectives1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Curate and communicate research to inform education policy and practice

Curate research

Thomas King

Open Research – ROER4D intentions to share

Conceptual Framework

/s

Methods

Instrument questions

Data

Analysis tools

Findings

Proposal

LiteratureReview

Research process

OER Asia

NEW Open

project

Sharing in Social Science Research

Why share?• Replication• Verification• Extension• And because it encourages good research practise.

How do I share?• It’s gotta be (properly) open• It’s gotta be (properly) findable• It’s gotta be (relatively easily) understandable• It’s gotta be …

No, seriously, HOW do I share?• Subject repositories, institutional repositories, open

repositories…

But these decisions can’t be made after completion of research

Data Planning in Open Social Research

Planning PerformingPreservation

The demands of open sharing require the performance of open research which requires appropriate open planning.

Or, in lay terms:

“I want to share the products of my research openly. So I have to ask participants if I can share what they say openly. So I need to:

1. Make sure I know who owns the data.2. Make sure I make provision on my consent forms.3. Make sure I make provisions for storage.4. Make sure I know what I want to publish, and when.5. Make sure I make the data findable after publication.6. Make sure the data is in accessible formats and contains sufficient

granularity.

Data Sharing in the Social SciencesInter-University Consortium for Political and Social Research

(ICPSR)

Data Format

Metadata

Storage and Backup

Security/ confidentiality/ anonymity

Intellectual property rights

Audience

… and many, many more.

DATA PLAN

Communicate research

Sukaina Walji

ROER4D Communication and Evaluation

Ricardo RamirezDal BrodheadWendy Quarry

(IDRC DECI-2 Project)

Julius Nyangaga(Kenya)

Charles Dhewa(Zimbabwe)

Mthunzi NxaweSukaina Walji(South Africa)

ROER4D Communications

Communications to support ongoing operations of the project.

Communicate the research – both process and outputs.

Communicate research openly.

Supported by another IDRC-funded project DECI-2 to support, mentor and develop Research Communications aka #ResCom

We are part of THEIR RESEARCH

ROER4D Process of developing communications strategy – 12 steps

ROER4D Process of developing communications strategy

Developing a communications strategy with DECI-2 team at Feb 2014 workshop

ROER4D Defining purposes, objectives, methods and media already using

Purpose

Media

ROER4D Clarifying audiences and matching purpose and media

Media

Audience

Purpose

ROER4D Communications

Draft Communications Strategy available at:

http://goo.gl/qR16KY

Also documenting the process

Will be evaluating the research communication

Formulating specific questions

Current communication - Vula

Use our UCT Learning Management System (Vula = “Open” in isiXhosa and is built on open-source software – Sakai) as a project site for: Internal communication

Announcements – general info

Email - roer4d@vula.uct.ac.za

Research questions Curation of documents

Internal outputs – presentations from workshops

Resources – readings, articles, reports, briefings

InternalNetwork & Sub-

projects

ExternalLinks to specified

documents

Current communication - Website

http://roer4d.org/new/

Current Communication – Slideshare

http://www.slideshare.net/ROER4D

InternalNetwork & Sub-

projects

External

Current Communication – Twitter

InternalNetwork & Sub-

projects

External

Evaluate research

Cheryl Hodgkinson-Williams on behalf of Mthunzi Nxawe

Utilization Focused Evaluation

http://evaluationandcommunicationinpractice.ca/

Questions & queries?

Written by Cheryl Hodgkinson-Williamscheryl.hodgkinson-williams@uct.ac.za in

2013 and adapted in 2014 byTess Cartmill, Glenda Cox, Thomas King,

Henry Trotter and Sukaina WaljiGraphics by Rondine Carstens

rondine.carstens@uct.ac.za

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

Website: www.roer4d.org

Contact author: cheryl.hodgkinson-williams@uct.ac.za

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

Presentations: www.slideshare.com/roer4D