Cheryl Hodgkinson-Williams

University of Cape Town

Presentation to DFID, UK16 April 2015

A review of the ROER4D project

Rising numbers of students in

the education sector

Education institutions under

political & financial pressure

Expensive, limited in number,

often outdated textbooks are

not entirely relevant to the

context

Employability of graduates

Reduction of educational

funding by governments

Key challenges facing education in developing countries

http://commons.wikimedia.org/wiki/File%3APCoE_students_at_AICTE_Regional_Office_in_Mumbai.jpg

OER as a response to some educational challenges

facing education in developing countries

http://www.elearning-africa.com/eLA_Newsportal/finding-the-sweet-spot-open-educational-resources-in-the-developing-world/

http://www.unesco.org/iiep/virtualuniversity/forumsfiche.php?queryforumspages_id=23 x

OER as a response to some educational challenges

facing education in general – NMC Horizon Report 2015

htt

ps://n

et.ed

ucau

se

.edu

/ir/

libra

ry/p

df/H

R2

015

.pdf

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 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)

Examples of OER initiatives from South America

http://www.rea.net.br/site/

https://karisma.org.co/cokrea/

http://oer.avu.org/

http://open.uct.ac.za/

http://www.oerafrica.org/

Examples of OER initiatives from Africa (1)

http://www.afrivip.org/open-education-resources

http://www.tessafrica.net

Examples of OER initiatives from Africa (2)

Examples of OER initiatives from Asia

http://www.tess-india.edu.in/

http://nptel.ac.in/

http://www.oerasia.org/

Slow uptake of OER in South America & Africa,

better in South East Asia

http://ocw.mit.edu/about/site-statistics/

https://stateof.creativecommons.org/report/

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

Most OER research taking place in Global North

ROER4D Research: OER Adoption & Impact

ROER4D Funding

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

86 researchers & associates

26 countries

16 time zones

IDRC

OSF DFID

1st Call

• Jul 2012: Proposals solicited by Planning Group who met in Thailand in May 2012

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

• Jan 2013: Proposers invited to present at F-2-F meeting in Jakarta, Indonesia

Proposal process

•Jan 2013: Final proposals put forward to Planning Group

•Feb 2013: A proposal put forward to OSF for one project

•May 2013: Submitted proposal to IDRC

Grant 1

•Aug 2013: IDRC awarded grant with additional funding from OSF

Grant 2

•Jan 2014: Additional proposal submitted to IDRC for OER impact studies

•Apr 2014: IDRC awarded additional funds from DFID for impact studies

2nd Call•Aug 2014: Open call for proposals for OER impact studies

Proposal process

•Sep-Oct 2014: Proposals submitted and evaluated by panel of jurors

•Dec 2014: Shortlisted proposers invited to present at F-2-F workshop in Penang, Malaysia

Project proposal timeline

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)

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?

ADOPTION STUDIES

1. In what ways, and under what

circumstances are OER being

adopted in the Global South?

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

ROER4D’s Project Clusters & Coordination

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

Knowledge

building

Research

capacityNetworking

1. Build an

empirical

knowledge base

on the use and

impact of OER in

education

ROER4D Objective 1

Curation

Research

capacity

Communication

Knowledge

building

Research

capacityNetworking

ROER4D Objectives & impact studies in Africa

Curation

Research

capacity

Communication

• Impact of TESSA Project’s OER on education in Tanzania, Rwanda, Mauritius & Uganda

• Research Leader: Dr Freda Wolfonden, OU, UK

Sub-Project

10.1

• Impact of OER in maths & science in Kenya, Ethiopia, Tanzania, Somalia, Senegal, Zambia, Mozambique, Madagascar & Zimbabwe

• Research Leader: Dr Atieno Adala, AVU, Kenya

Sub-Project

10.2

• Impact of MOOCs as OER on educators’ practice at UCT, South Africa

• Research Leader: Prof Laura Czerniewicz, UCT, South Africa

Sub-Project

10.3

Knowledge

building

Research

capacityNetworking

ROER4D Objectives & impact studies in Asia

Curation

Research

capacity

Communication

• Impact of an OER library in Afghanistan

• Research Leaders: Dr Lauren Oats, Canadian Women for Women in Afghanistan (CW4WAfghan), Canada

Sub-Project

10.4

• Impact of OER on teaching and learning in Pakistan

• Research Leader: Dr Yasira Wagar

Sub-Project

10.5

• Impact of OER on educators’ practice at OUSL

• Research Leaders: Dr Shironica Karunanayaka, Sri Lanka & Dr Som Naidu, Monash University, Australia

Sub-Project

10.6

• Impact of OER course development at UPOU, Philippines

• Research Leader: Dr Sheila Bonito, UPOU, Philippines

Sub-Project

10.7

Leadership

Management

Communication

Curation

Networking

Research capacity

Specific objectives

Enabling objectives

1. Simon Fraser

University case

study

ROER4D Objectives & Evaluation (1)

Knowledge building

The IDRC have

commissioned a

separate study on the

concept of “openness”

and the ROER4D

project is one of the

three case studies

E

V

A

L

U

A

T

I

O

N

Leadership

Management

Communication

Curation

Networking

Research capacity

Specific objectives

Enabling objectives

Simon Fraser

University case

study

2. DECI-2 case

study which

mentors the

ROER4D

Evaluation &

Communication

consultants

ROER4D Objectives & Evaluation (2)

Knowledge building

E

V

A

L

U

A

T

I

O

N

Another IDRC

project, DECI-2 are

both supporting the

ROER4D project to

develop its

Communication &

Evaluation strategy &

is studying ROER4D

as a case study

Leadership

Management

Communication

Curation

Networking

Research capacity

Specific objectives

Enabling objectives

Simon Fraser

University case

study

DECI-2 case study

which mentors the

ROER4D

Evaluation &

Communication

consultants

ROER4D Objectives & Evaluation (3)

Knowledge building

3. Funders: IDRC,

DFID, OSF

Through on-going

informal

communication &

formal technical

reporting, funders

directly monitor

project finances and

milestones & indirectly

evaluate the

leadership of

ROER4D

E

V

A

L

U

A

T

I

O

N

1. 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. Communicate research to inform education policy and practice

5. Curate output as open content

ROER4D Key Evaluation Areas

EV

AL

UA

TIO

N

ROER4D Evaluation and Communication

supported by DECI-2

DECI-2

An IDRC funded research project to build and mentor Communication and

Evaluation for IDRC flagship projects

http://evaluationandcommunicationinpractice.net/

Ricardo Ramirez

Dal Brodhead

Wendy Quarry

(IDRC DECI-2 Project)

Julius Nyangaga(Kenya)

Charles Dhewa

(Zimbabwe)

Sarah Goodier

(Evaluation)

Sukaina Walji

(Communication)

(South Africa)

ROER4D Evaluation and Communication supported by DECI-2

✓

Different

ROER4D

objectives are

at different

stages in the

UFE process

In progress

Progress

towards

fine-tuning

evaluation

✓ ✓

✓

ROER4D Evaluation Key Evaluation Questions:

Example - Communication Strategy

ROER4D Evaluation Key Evaluation Questions:

Example - Communication Strategy

ROER4D Evaluation Key Evaluation Questions:

Example - Communication Strategy - Twitter

ROER4D Evaluation Key Evaluation Questions:

Example - Communication Strategy - Website

ROER4D Evaluation Key Evaluation Questions:

Example - Communication Strategy - Blog

Conceptual Framework/s

Methods

Instrument questions

Data

Analysis tools

Findings

Proposal

Literature

Review

Open

Research

process

OER

Asia

NEW

Open

project

Open Research – ROER4D intentions to share

ROER4D Open Research – plan for interactive

research report

Due to the number of projects and the different ways in which they could be grouped for different audiences, the ROER4D team are currently exploring software platforms to enable the dissemination of project outputs in a digital format that will allow for:

Different layers of detail of reports:

Executive summaries

Policy briefs

Brief individual project reports

Detailed individual project reports linked to open data (where available)

remixing of content (e.g. all the regional South American reports together and/or all the country specific reports together)

commenting on the reports (for a period of time)

Sub-

Project 1:

Brief

report

Cover

page

Table of

contents

Executive

summary

Policy

briefs

Project

overview:

Brief

report

Project

overview

Detailed

report

Open

Data

ROER4D Interactive research report plan

Sub-

Project 1:

Detailed

report

Sub-

Project 2:

Brief

report

Sub-

Project 2:

Detailed

report

South America

Sub Saharan Africa

Asia

Sub-

Project 3:

Brief

report

Sub-

Project 3:

Detailed

report

Open

Data

Sub-

Project4:

Brief

report

Sub-

Project4:

Detailed

report

Open

Data

Global South

Executive

summary

Executive

summary

Executive

summary

Policy

briefs

Policy

briefs

Policy

briefs

Etc.

Etc.

Etc.

Cover

page

Etc.

Table of

contents

http://roer4d.org/

Keep track of our website

Project

events

Resources

SlideShare

Blog Twitter

Facebook Page

CMS (Vula)

Website

Email

Virtual meetings

(Skype, Adobe

Connect)

Internal communications External communications

Conferences

ROER4D Communications & Dissemination plan

OpenUCT

repositoryNewsletter

Interactive

Report

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

(ROER4D end date Feb 2017. ROER4D Impact studies earliest

submission first week Oct 2016)

Curate data as ‘open data’ wherever possible, and link to dissemination

platform/s (Librarian / Digital resource curator)

Undertake cross-regional comparison from Impact Studies with

Adoption studies (Senior researcher)

Undertake translation and re-writing for specific audiences – e.g. inter-

governmental agencies, government policy makers in various countries,

institutional decision-makers (Spanish, Portuguese, Behasa Melayu

and Hindi translator and re-writer)

Disseminate project outputs in layers – executive summaries, regional

reports, country reports, policy briefs (Digital resource curator and

communicator) and link to other projects (e.g. AEN)

Leveraging ROER4D research

Funding PartnersDr Matthew Smith

IDRC

Ed Barney /Harriet

Macdonald-Walker

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

ROER4D Network (86 researchers & associates)

Sub-Project 2 (41)

Prof Jose Dutra

University of Sao Paulo

2 part-time research assistants & 36

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

Dr Ramesh Sharma 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, B. Phalachandra

& Jasmine Emmanuel

Wawasan Open University

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)

Freda Wolfenden

Alison Buckler & Pritee Auckloo

Open University, UK

Sub-Project 10.2 (5)

Atieno Adala, Therrezinha Fernandes,

Marilena Cabral, Tom Ojwang, Sophia

Alexandre

AVU, Kenya

Sub-Project 10.3 (7)

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 (3)

Yasira Waqar, Saba Khalil, Sana

Shams

Sub-Project 10.6 (2)

Shironica Karunanayaka, Som Naidu,

Open University of Sri Lanka

Sub-Project 10.7 (4)

Sheila Bonito, Charisse Reyes, Rita

Ramos, Joane Serrano

Open University of the Philippines

Links

Website: www.roer4d.org

Contact Principal Invesigator:

cheryl.hodgkinson-williams@uct.ac.za

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

Presentations: www.slideshare.com/roer4D

Acknowledgments & Attribution

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

Written by Cheryl Hodgkinson-Williams, with contributions from Sarah Goodier

Henry Trotter, Tess Cartmill, Sukaina Walji, & Thomas King

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

Graphics by Rondine Carstensrondine.carstens@uct.ac.za, Cheryl

Hodgkinson-Williams & Sarah Goodier