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Introducing
Building African higher education capacity through openness
Introducing
Building African higher education capacity through openness


Who We Are
OER Africa is an innovative new project, headquartered in Nairobi, Kenya, under the auspices of the
South African Institute for Distance Education (SAIDE). OER Africa has been established to play a
leading role in driving the development and use of Open Educational Resources (OER) on the African
continent. With seed funding from the Hewlett Foundation, OER Africa is providing a unique opportunity
to deploy African experts and expertise to harness the concept of OER to the benefit of higher education
systems, institutions, academics, and students on the continent and around the world.

More information on SAIDE can be found at www.saide.org.za


What is OER?
In brief, the concept of OER describes educational resources that are freely available for use by educators
and learners, without an accompanying need to pay royalties or license fees. A broad spectrum of
frameworks is emerging to govern how OER are licensed for use, some of which simply allow copying and
others that make provision for users to adapt the resources that they use.

OER is not synonymous with online learning or e-learning, and indeed, in an African context, it is
anticipated that many of the resources produced –while shareable in a digital format (both online and via
offline formats such as CD-ROM) – will be printable. Thus, we anticipate that a very high percentage of
resources of relevance to African higher education will be shared as RTF or similar files (for purposes of
adaptation) and packaged as PDF files (for purposes of printing).


The African Higher Education Context
High quality human resources are vital to national development and the creation of global
competitiveness. A key component to producing these human resources is an effective, quality higher
education system. While higher education was regarded as a vital instrument of development in most
African countries immediately after independence, it came to be accorded greatly reduced priority in the
mid 1980s by leading donor countries, international agencies, and some African governments.
Notwithstanding an increase in donor funding to some universities and growing income through student
fees in recent years, there remains a relative under-investment in Africa’s higher education institutions.
The last two decades have seen a rapid rise in student enrolments at most institutions, but a
corresponding reduction, in real terms, in the public financial resources allocated to higher education
institutions. Where increases in funding have taken place, they have generally not been sufficient to
combat the combined effects of inflation and growing student enrolments. This has impacted on issues of
quality as resources failed to match the rate of increase in enrolment and African universities have been
called upon to do more with less in terms of infrastructure, teaching and research facilities, and staff.

Our ‘Theory of Change’ begins by identifying a clear set of specific problems, as follows:


                                                                                                        2
1) African higher education institutions are seriously structurally under-funded for the core function
   they are expected to discharge.

2) This has led to a corresponding paucity of institutional and individual capacity to teach in many
   domains of higher education. Existing faculty schedules are overloaded, with reduced time available
   for ongoing programme and materials development.

3) Neither the money available to run most higher education programmes nor the academic faculty time
   available to teach those programmes are sufficient to meet the needs of the many students enrolled in
   these programmes.

4) There are too few learning resources for learners and lecturers in African universities, and many of
   those available are too expensive to be purchased by universities or students.

5) Much existing content available to and within African universities is based on weak educational
   design principles.

6) There is limited ICT infrastructure to facilitate access to up-to-date information available on the
   Internet and/or to participate in inter-institutional, geographically dispersed collaborative activities.


Our Working Assumptions
Within the above context, OER Africa’s programme of work is premised on the following key
assumptions:

1) Increased availability of relevant, need-targeted learning materials can contribute to more productive
   learners and faculty members.

2) Because OER removes restrictions around copying resources, it holds potential for reducing the cost
   of accessing educational materials.

3) The principle of allowing adaptation of materials contributes to enabling learners to be active
   participants in educational processes, whereby they learn by doing and creating, not just by passively
   reading and absorbing.

4) The potential of OER is best achieved through a collaborative partnership of people working in
   communities of practice, preferably across institutions (although sometimes also within them).
   Collaborative OER processes built on networks of peer faculty members can lead to increased
   availability of relevant, need-targeted learning materials, achieving a better understanding of learners’
   needs and motivating meaningful contributions from participating institutions.

5) OER has the potential to build capacity in African higher education institutions by providing
   educators with access, at low or no cost, to the tools and content that they need to boost their ability to
   produce high quality educational materials and complete the necessary instructional design to
   integrate such materials into high quality programmes of learning.

6) Without collaborative partnerships within Africa, and between African higher education institutions
   and those from other parts of the world, and the ensuing active ownership by African academics of
   resulting OER products (whether developed from scratch or adapted from existing resources), OER is
   likely to have limited, if any, meaningful impact on African higher education. Simply importing




                                                                                                          3
content into Africa from other parts of the world will do nothing to solve capacity constraints in
    African higher education systems.

7) To be successful and sustainable, development of OER cannot be a sideline activity within a
   university. It must be integrated into institutional processes in order to both leverage its potential and
   provide for its sustainability. Likewise, institutional policies, particularly around intellectual property
   rights, remuneration, and promotion, need to be adapted to support and sustain development and use
   of OER.

8) The potential of OER includes facilitating collaborations between faculty members and students at
   different institutions, as well as establishing a new economic model for procuring and publishing
   learning materials. Ultimately, a key to its success will be to demonstrate that, in the medium- to
   long-term, OER will help over-stretched faculty members to manage their work more effectively,
   rather than adding new work requirements to their job descriptions.

9) OER Africa seeks to facilitate the design of OER that can immediately add educational value within
   the current ICT infrastructure constraints of any participating institutions.


Why We Exist
OER Africa’s mission is to establish vibrant networks of African OER practitioners by connecting like-
minded academics from across the continent to develop, share, and adapt OER to meet the higher
education needs of African societies. By creating and sustaining human networks of collaboration – face-
to-face and online – OER Africa will enable African academics to harness the power of OER, develop their
capacity, and become integrated into the emerging global OER networks as active participants rather than
passive consumers.

OER Africa intends to make the following specific contributions to higher education on the continent:

•       Work systematically with partners to enhance institutional capacity in higher education to design,
        develop, and deliver quality higher education programmes and materials;

•       Advocate the merits of collaboratively creating and sharing intellectual capital in higher education
        as a mechanism to improve quality and enhance long-term cost-effectiveness;

•       Help higher education institutions to establish supportive policy frameworks that support
        openness in the development, adaptation, and use of educational resources, and convert this into
        sustainable business models;

•       Establish an online platform that facilitates African collaboration in OER development and
        sharing, while inter-connecting this platform with the many OER communities emerging globally;

•       Facilitate the re-development and reinvention of African higher education programme curricula
        and course materials in order to ensure that higher education programmes on the continent are of
        exceptional quality and direct contextual relevance, producing world class graduates.

Our vision is one of vibrant, sustainable African higher education institutions that play a critical role in
building and sustaining African societies and economies, by producing the continent’s future intellectual
leaders through free and open development and sharing of common intellectual capital.




                                                                                                          4
Our Operational Approach
Our approach, wherever possible, is to try to build relationships with existing networks of African higher
education institutions and provide support of different kinds both to the networks and to individual
institutions participating in them (a model that is already working successfully in areas such as
agriculture health, and distance education). This support takes three possible forms, each of which is
designed to support and reinforce the other activities:

1) Institutional Policy Engagement

    Success and sustainability of OER is predicated upon its meaningful integration into the institutional
    processes of a university. Accordingly, OER Africa offers African universities practical support in the
    mapping and review of their existing policies with regard, for example, to intellectual property rights,
    materials development, and remuneration. We will facilitate the adaptation of such policies or indeed
    their elaboration into an over-arching OER policy framework that, in accordance with their particular
    circumstances, will support and sustain the development and use of OER in the participating
    universities.

    Generally, this process begins with a round of sensitization and initial exploration with senior
    management. Where interest is expressed at either Faculty or institutional levels, we begin a process
    of structured engagement with institutions to help them to create institutional environments that
    support extended development, adaptation, and use of OER as one of many strategies to improve
    educational quality and ensure cost-effective operations.



2) Development/adaptation of OER for higher education programmes

    A key area of operation for OER Africa is to provide support to higher education institutions in
    development and/or adaptation of OER, in order to model how such resources can serve
    simultaneously to improve the quality of education programmes and to manage delivery costs of those
    programmes more effectively. We are currently engaged in a variety of activities in this area, ranging
    from small proof-of-concept pilots to demonstrate the potential of OER by creating materials for a
    single module within a programme to engagement in processes aimed at producing comprehensive
    sets of OER for entire programmes.

    In general our support focuses on:

    a) Supporting initial design and planning of the proposed development process;

    b) Assisting institutions/faculties to complete audits of their materials in order to catalogue their
       intellectual property and the copyright conditions governing those materials;

    c) Providing ongoing guidance regarding licensing issues;

    d) Searching global repositories and other appropriate sources for potentially relevant materials
       once the curriculum focus for the project is defined;

    e) Targeting the global OER ‘movement’ to make requests for materials to broaden the above
       searches on behalf of African universities;




                                                                                                            5
f)   Facilitating materials development/adaptation processes where required in order to ensure high
        quality of the resulting materials;

   g) Supplying instructional design expertise to support the process as appropriate;

   h) Providing management support to materials development processes where this is required (most
      often found to be useful when such processes involve collaboration between two or more higher
      education institutions);

   i)   Assisting with generation of meta-data for OER produced (whether new or adapted); and

   j)   Using the OER Africa platform – www.oerafrica.org – to make OER produced in Africa accessible
        to the global OER community.



3) Support to collaborative networks

   Finally, OER Africa has become increasingly engaged in providing support of different kinds to
   nascent or existing collaborative networks, in line with the vision outlined in the previous section.
   Whilst the particular services provided in this area are obviously highly dependent on the needs of the
   network and its current status, the kinds of support that we provide might include:

   a) Assisting to convene the network (particularly in instances where a need for collaboration has
      been identified, but no functioning network yet exists);

   b) Facilitating processes to design collaborative projects for such networks;

   c) Supporting development of funding proposals for the network (particularly important as much
      collaboration is undermined by the limits of available funds to allow institutions to dedicate
      human capacity to collaborative activities);

   d) Managing collaborative projects in the field of OER, where this is requested by the network;

   e) Providing online tools for collaboration and sharing through the OER Africa website; and

   f)   Providing other forms of support as appropriate to help to ensure the success and sustainability of
        the network.




                                                                                                       6

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Introducing OER Africa: Building African Higher Education capacity through openness

  • 1. Introducing Building African higher education capacity through openness
  • 2. Introducing Building African higher education capacity through openness Who We Are OER Africa is an innovative new project, headquartered in Nairobi, Kenya, under the auspices of the South African Institute for Distance Education (SAIDE). OER Africa has been established to play a leading role in driving the development and use of Open Educational Resources (OER) on the African continent. With seed funding from the Hewlett Foundation, OER Africa is providing a unique opportunity to deploy African experts and expertise to harness the concept of OER to the benefit of higher education systems, institutions, academics, and students on the continent and around the world. More information on SAIDE can be found at www.saide.org.za What is OER? In brief, the concept of OER describes educational resources that are freely available for use by educators and learners, without an accompanying need to pay royalties or license fees. A broad spectrum of frameworks is emerging to govern how OER are licensed for use, some of which simply allow copying and others that make provision for users to adapt the resources that they use. OER is not synonymous with online learning or e-learning, and indeed, in an African context, it is anticipated that many of the resources produced –while shareable in a digital format (both online and via offline formats such as CD-ROM) – will be printable. Thus, we anticipate that a very high percentage of resources of relevance to African higher education will be shared as RTF or similar files (for purposes of adaptation) and packaged as PDF files (for purposes of printing). The African Higher Education Context High quality human resources are vital to national development and the creation of global competitiveness. A key component to producing these human resources is an effective, quality higher education system. While higher education was regarded as a vital instrument of development in most African countries immediately after independence, it came to be accorded greatly reduced priority in the mid 1980s by leading donor countries, international agencies, and some African governments. Notwithstanding an increase in donor funding to some universities and growing income through student fees in recent years, there remains a relative under-investment in Africa’s higher education institutions. The last two decades have seen a rapid rise in student enrolments at most institutions, but a corresponding reduction, in real terms, in the public financial resources allocated to higher education institutions. Where increases in funding have taken place, they have generally not been sufficient to combat the combined effects of inflation and growing student enrolments. This has impacted on issues of quality as resources failed to match the rate of increase in enrolment and African universities have been called upon to do more with less in terms of infrastructure, teaching and research facilities, and staff. Our ‘Theory of Change’ begins by identifying a clear set of specific problems, as follows: 2
  • 3. 1) African higher education institutions are seriously structurally under-funded for the core function they are expected to discharge. 2) This has led to a corresponding paucity of institutional and individual capacity to teach in many domains of higher education. Existing faculty schedules are overloaded, with reduced time available for ongoing programme and materials development. 3) Neither the money available to run most higher education programmes nor the academic faculty time available to teach those programmes are sufficient to meet the needs of the many students enrolled in these programmes. 4) There are too few learning resources for learners and lecturers in African universities, and many of those available are too expensive to be purchased by universities or students. 5) Much existing content available to and within African universities is based on weak educational design principles. 6) There is limited ICT infrastructure to facilitate access to up-to-date information available on the Internet and/or to participate in inter-institutional, geographically dispersed collaborative activities. Our Working Assumptions Within the above context, OER Africa’s programme of work is premised on the following key assumptions: 1) Increased availability of relevant, need-targeted learning materials can contribute to more productive learners and faculty members. 2) Because OER removes restrictions around copying resources, it holds potential for reducing the cost of accessing educational materials. 3) The principle of allowing adaptation of materials contributes to enabling learners to be active participants in educational processes, whereby they learn by doing and creating, not just by passively reading and absorbing. 4) The potential of OER is best achieved through a collaborative partnership of people working in communities of practice, preferably across institutions (although sometimes also within them). Collaborative OER processes built on networks of peer faculty members can lead to increased availability of relevant, need-targeted learning materials, achieving a better understanding of learners’ needs and motivating meaningful contributions from participating institutions. 5) OER has the potential to build capacity in African higher education institutions by providing educators with access, at low or no cost, to the tools and content that they need to boost their ability to produce high quality educational materials and complete the necessary instructional design to integrate such materials into high quality programmes of learning. 6) Without collaborative partnerships within Africa, and between African higher education institutions and those from other parts of the world, and the ensuing active ownership by African academics of resulting OER products (whether developed from scratch or adapted from existing resources), OER is likely to have limited, if any, meaningful impact on African higher education. Simply importing 3
  • 4. content into Africa from other parts of the world will do nothing to solve capacity constraints in African higher education systems. 7) To be successful and sustainable, development of OER cannot be a sideline activity within a university. It must be integrated into institutional processes in order to both leverage its potential and provide for its sustainability. Likewise, institutional policies, particularly around intellectual property rights, remuneration, and promotion, need to be adapted to support and sustain development and use of OER. 8) The potential of OER includes facilitating collaborations between faculty members and students at different institutions, as well as establishing a new economic model for procuring and publishing learning materials. Ultimately, a key to its success will be to demonstrate that, in the medium- to long-term, OER will help over-stretched faculty members to manage their work more effectively, rather than adding new work requirements to their job descriptions. 9) OER Africa seeks to facilitate the design of OER that can immediately add educational value within the current ICT infrastructure constraints of any participating institutions. Why We Exist OER Africa’s mission is to establish vibrant networks of African OER practitioners by connecting like- minded academics from across the continent to develop, share, and adapt OER to meet the higher education needs of African societies. By creating and sustaining human networks of collaboration – face- to-face and online – OER Africa will enable African academics to harness the power of OER, develop their capacity, and become integrated into the emerging global OER networks as active participants rather than passive consumers. OER Africa intends to make the following specific contributions to higher education on the continent: • Work systematically with partners to enhance institutional capacity in higher education to design, develop, and deliver quality higher education programmes and materials; • Advocate the merits of collaboratively creating and sharing intellectual capital in higher education as a mechanism to improve quality and enhance long-term cost-effectiveness; • Help higher education institutions to establish supportive policy frameworks that support openness in the development, adaptation, and use of educational resources, and convert this into sustainable business models; • Establish an online platform that facilitates African collaboration in OER development and sharing, while inter-connecting this platform with the many OER communities emerging globally; • Facilitate the re-development and reinvention of African higher education programme curricula and course materials in order to ensure that higher education programmes on the continent are of exceptional quality and direct contextual relevance, producing world class graduates. Our vision is one of vibrant, sustainable African higher education institutions that play a critical role in building and sustaining African societies and economies, by producing the continent’s future intellectual leaders through free and open development and sharing of common intellectual capital. 4
  • 5. Our Operational Approach Our approach, wherever possible, is to try to build relationships with existing networks of African higher education institutions and provide support of different kinds both to the networks and to individual institutions participating in them (a model that is already working successfully in areas such as agriculture health, and distance education). This support takes three possible forms, each of which is designed to support and reinforce the other activities: 1) Institutional Policy Engagement Success and sustainability of OER is predicated upon its meaningful integration into the institutional processes of a university. Accordingly, OER Africa offers African universities practical support in the mapping and review of their existing policies with regard, for example, to intellectual property rights, materials development, and remuneration. We will facilitate the adaptation of such policies or indeed their elaboration into an over-arching OER policy framework that, in accordance with their particular circumstances, will support and sustain the development and use of OER in the participating universities. Generally, this process begins with a round of sensitization and initial exploration with senior management. Where interest is expressed at either Faculty or institutional levels, we begin a process of structured engagement with institutions to help them to create institutional environments that support extended development, adaptation, and use of OER as one of many strategies to improve educational quality and ensure cost-effective operations. 2) Development/adaptation of OER for higher education programmes A key area of operation for OER Africa is to provide support to higher education institutions in development and/or adaptation of OER, in order to model how such resources can serve simultaneously to improve the quality of education programmes and to manage delivery costs of those programmes more effectively. We are currently engaged in a variety of activities in this area, ranging from small proof-of-concept pilots to demonstrate the potential of OER by creating materials for a single module within a programme to engagement in processes aimed at producing comprehensive sets of OER for entire programmes. In general our support focuses on: a) Supporting initial design and planning of the proposed development process; b) Assisting institutions/faculties to complete audits of their materials in order to catalogue their intellectual property and the copyright conditions governing those materials; c) Providing ongoing guidance regarding licensing issues; d) Searching global repositories and other appropriate sources for potentially relevant materials once the curriculum focus for the project is defined; e) Targeting the global OER ‘movement’ to make requests for materials to broaden the above searches on behalf of African universities; 5
  • 6. f) Facilitating materials development/adaptation processes where required in order to ensure high quality of the resulting materials; g) Supplying instructional design expertise to support the process as appropriate; h) Providing management support to materials development processes where this is required (most often found to be useful when such processes involve collaboration between two or more higher education institutions); i) Assisting with generation of meta-data for OER produced (whether new or adapted); and j) Using the OER Africa platform – www.oerafrica.org – to make OER produced in Africa accessible to the global OER community. 3) Support to collaborative networks Finally, OER Africa has become increasingly engaged in providing support of different kinds to nascent or existing collaborative networks, in line with the vision outlined in the previous section. Whilst the particular services provided in this area are obviously highly dependent on the needs of the network and its current status, the kinds of support that we provide might include: a) Assisting to convene the network (particularly in instances where a need for collaboration has been identified, but no functioning network yet exists); b) Facilitating processes to design collaborative projects for such networks; c) Supporting development of funding proposals for the network (particularly important as much collaboration is undermined by the limits of available funds to allow institutions to dedicate human capacity to collaborative activities); d) Managing collaborative projects in the field of OER, where this is requested by the network; e) Providing online tools for collaboration and sharing through the OER Africa website; and f) Providing other forms of support as appropriate to help to ensure the success and sustainability of the network. 6