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Evaluating the benefits of OER
Matching individual and institutional objectives

Open Educational Resources International Symposium
Holborn Bars, London, UK | 23rd July 2010

Tom Browne
Education Enhancement | Academic Services | University of Exeter, UK
OER on the Horizon
One year from now…
“The movement toward open content reflects a growing shift in the way academics ... are
conceptualizing education to a view that is more about the process of learning than the
information conveyed in their courses.”

“Information is everywhere; the challenge is to make effective use of it. As customizable
educational content is made increasingly available for free over the Internet, students
are learning not only the material, but also skills related to finding, evaluating,
interpreting, and repurposing the resources they are studying in partnership with their
teachers.”
                                                            (Educause Horizon Report, 2010)


                                 Its time has come!
OER Phase 1 : May 2009-April 2010
      UNESCO                 UK
       OECD               Government




Exeter : http://as.exeter.ac.uk/support/educationenhancementprojects/openexeter/
Project Focus = Supply-side Agenda
Tangible deliverables:

•   Release 360 credits equivalent of materials
•   Create an ‘open’ repository (Open Exeter)

And explore impacts:

•   Embedding educational cultural changes
•   Sustainability - life after the project


                        2 projects – tangibles + story
OER Phase 2 : Sept 2009-Aug 2010
JISC/HEA
OER release meeting sector needs
• Release of a substantial amount of content in the indicated areas.

Cascade support in the release of OER
• Teams already releasing OER supporting partners new to OER release.

Collections of OER based around a thematic area
• Collecting and promoting OER and other material around a common theme.
HEA
Resources to support staff engaged in teaching and supporting learning.
Support accredited programmes, enabling staff to provide evidence against the UK PSF.
Promoting:
   a. Digital/information literacy;
   b. Development of inclusive curricula;
   c. Education for sustainable development;
   d. Discipline-specific teaching and learning. Awaiting funding decisions
Helen Beetham’s
presentation takes place
here
Dichotomy?
‘Angle’ of presentation:
set up a notional dichotomy between:
    – individual perspective
    – Institutional perspective

• In harmony or conflict?

• Illustrate how being played out at Exeter.

              2 benefits for the price of one?
Why should Academics contribute to OER?
•   Altruism: Contributing to the public good

•   Raise personal profile: Get you and your work known

•   Career enhancement: TRN; virtuous circle

•   Share knowledge: Creating worldwide communities




                    If no academic buy-in       no OER
Why should an Institution invest?
•   Relevant strategies
     o Education
     o Research and Knowledge Transfer
     o Marketing and Internationalisation
     o Employability
•   University reputation
•   Student satisfaction


     Academic buy-in must be underpinned by institutional mission
Potential Impacts
  Institutional - creating new institutional synergies


     Repository - not just ‘stuff’ or ‘crown jewels’


                 Design and delivery


Marketing                        Re-thinking pedagogy


Institution?                            Individual?

                  False polarisation?
Rethinking Pedagogy
OER has potential to:

•   support widespread transformations in L&T
•   encourage sharing and reusing
•   promote active, independent, student focused learning which can
    ‘range’ across disciplinary boundaries
•   be integral component of curriculum design and delivery
•   underpin research-informed learning and teaching


          Utopia! (improved student learning experience)
Marketing
OER has potential to:
•   Have a positive impact upon ‘brand’
•   Attract best international students
•   Align with promoting best of our research
•   Continue to engage alumni
Also:
Other big hitters are promoting OER so we must too – league tables


               Utopia! (lots of money / status)
Challenges to Practice
•   Staff awareness
•   Reward and recognition
•   IP issues
•   Quality and reputation
•   Confidence and trust
•   Staff resources

“There needs to be much more consideration for lecturers workloads if Exeter is going to
   push this”

                   Time (and as proxy for other challenges)
Staff Awareness
Start with promoting demand-side, into staff development:

+ve
“I found some very useful courses which are relevant to my teaching”


“Reduces the uncertainty whether a particular material may be used legally”


-ve
“Unless I have invested in creating course content I feel I lack the authority to teach a course”



                                      Initial sensitisation
Reward and Recognition
Focusing on the supply side:

+ve
“All I'm really interested in as a contributor is making my resources more freely available to
     other educators to use as they see fit - I think there is some value in my resources that
     I'm happy to see others take advantage of if they wish”

-ve
“Making this material available as OER is the equivalent of giving away research that would
   otherwise be patented (and hence could earn income) and would not be in the best
   interests of either the staff or the University”

“Spending time putting my work on to OER is not going to help me in my career at Exeter”

                           Need institutional policy incentives
IP Challenges
Quality
“Having reviewed some material ... [it] is so riddled with copyright sensitive images that there
   isn’t going to be much left ... As a result it isn’t going to resemble the polished diamond
   we hoped”

Coherence
“I am having some trouble, in that the IPR requirements mean very, very drastic changes are
    necessary to the existing material. I am concerned that academic credibility is being lost,
    because of the ferocious requirements of IPR.”

Time
“I’m slightly disillusioned after wasting several hours over the last couple of weeks chasing
    permission to use a map only to be told no, and that was just one map”

                           Exeter taking ‘risk averse’ approach
Copyright a Perpetual Problem?
Despite the numerous studies, reports and recommendations that have been produced
   over the past decade by JISC, HEFCE and others, attitudes towards intellectual property
   rights, and specifically copyright, remain an inhibiting factor in the adoption of
   innovative teaching and research strategies. This has been exacerbated by the increased
   importance attached to intellectual property rights in the digital environment and the
   resulting need to pay more than lip service to the concept of legal compliance.

                                                                (Charlesworth et al., 2007)


•   Moving from ‘complete’ to ‘representative’ volume of material
•   Not sustainable to ‘convert’ existing material

                Loads of studies but are we making any headway?
Quality and Reputation
“An OER repository definitely does give an impression of the institution and the staff (team)
   that produces it”
                                                                            (Philip et al, 2008)


Different motivations lead to different outcomes:

•   Formal (cf peer review journals)
         o Some resistance in-house

•   Informal (e.g. community blog)

    Materials will always reflect upon Exeter so quality must always be ‘high’
Confidence and Trust
•   Licence-in: non-exclusive, so author can use/licence material
    elsewhere

•   Licence-out: concerns re CC ‘derivative’ option having their material
    mangled

•   Challenge:   ‘all rights reserved’ v ‘some rights reserved’



                 Trust of greater concern than copyright!
Support Issues
Concerns similar to old arguments re. VLE:
“We will have to invest massive amounts of resources in supporting teachers to deliver
OER material”

“Noting the heavily resourced models such as MIT and the UK Open University’s
OpenLearn and even worse, the community driven Wikipedia, would it not be better to let
them get on with it and merely promote a demand-led model?”


So why bother?


                            But OER is marginal cost
Staff Development
•   Essential - A substantial staff awareness programme
     – (also note UCISA TEL Surveys)

•   OER must be seen as an integral part of scholarly endeavour

•   Incorporate into accredited staff development programmes:
     o programmes for Associate and Fellowship status of the HEA
          • ‘capture’ all new staff
However:
“I have been advised by senior academics that we should not strive for teaching
    excellence if this undermines the delivery of grants and publications.”

                       Problem transcends OER agenda
Tom’s SCORE Fellowship
 Background
 • Must get academic buy-in.
 • Position OER as part of scholarly endeavour of a research-inspired
   approach to L&T.
 • Most HEIs have HEA-accredited courses / CPD.
 Proposal
 • Build upon existing community of practice of HEIs - SWEDF.
 • Primary outputs :
    – toolkit of staff development activities, available for repurposing.
    – Case studies, drawing upon these activities.
    – OER of OER!
OER as a scholarly activity within staff development accredited courses
Provisional Ways Forward
Stage One 2010-2012 :
•   Create limited volume of high quality OER linked to the University’s
    primary research themes (c.f. JISC/HEA Phase 2 Theme Tender)
•   Embed both demand side and supply side competencies into HEA-
    accredited courses. (c.f. HEA Phase-2 Tender)

Stage Two 2011-2015
• Develop OER ‘sample’ of high quality course material for each programme
   the University offers, available through online prospectus


    Institutionally embed OER agenda into University behaviour
Question
“OER projects will become another service that the public simply expects of every HEI ,
and each institution will find the will and the resource within itself to engage in these
projects.”


“In the intervening years until that time comes, pilot open educational resource projects
must navigate the highly contextual waters of sustainability.”
                                                                              (Wiley, 2007)




    Institutional motivations in alignment with academic motivations?

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Tom Browne

  • 1. Evaluating the benefits of OER Matching individual and institutional objectives Open Educational Resources International Symposium Holborn Bars, London, UK | 23rd July 2010 Tom Browne Education Enhancement | Academic Services | University of Exeter, UK
  • 2. OER on the Horizon One year from now… “The movement toward open content reflects a growing shift in the way academics ... are conceptualizing education to a view that is more about the process of learning than the information conveyed in their courses.” “Information is everywhere; the challenge is to make effective use of it. As customizable educational content is made increasingly available for free over the Internet, students are learning not only the material, but also skills related to finding, evaluating, interpreting, and repurposing the resources they are studying in partnership with their teachers.” (Educause Horizon Report, 2010) Its time has come!
  • 3. OER Phase 1 : May 2009-April 2010 UNESCO UK OECD Government Exeter : http://as.exeter.ac.uk/support/educationenhancementprojects/openexeter/
  • 4. Project Focus = Supply-side Agenda Tangible deliverables: • Release 360 credits equivalent of materials • Create an ‘open’ repository (Open Exeter) And explore impacts: • Embedding educational cultural changes • Sustainability - life after the project 2 projects – tangibles + story
  • 5. OER Phase 2 : Sept 2009-Aug 2010 JISC/HEA OER release meeting sector needs • Release of a substantial amount of content in the indicated areas. Cascade support in the release of OER • Teams already releasing OER supporting partners new to OER release. Collections of OER based around a thematic area • Collecting and promoting OER and other material around a common theme. HEA Resources to support staff engaged in teaching and supporting learning. Support accredited programmes, enabling staff to provide evidence against the UK PSF. Promoting: a. Digital/information literacy; b. Development of inclusive curricula; c. Education for sustainable development; d. Discipline-specific teaching and learning. Awaiting funding decisions
  • 7. Dichotomy? ‘Angle’ of presentation: set up a notional dichotomy between: – individual perspective – Institutional perspective • In harmony or conflict? • Illustrate how being played out at Exeter. 2 benefits for the price of one?
  • 8. Why should Academics contribute to OER? • Altruism: Contributing to the public good • Raise personal profile: Get you and your work known • Career enhancement: TRN; virtuous circle • Share knowledge: Creating worldwide communities If no academic buy-in no OER
  • 9. Why should an Institution invest? • Relevant strategies o Education o Research and Knowledge Transfer o Marketing and Internationalisation o Employability • University reputation • Student satisfaction Academic buy-in must be underpinned by institutional mission
  • 10. Potential Impacts Institutional - creating new institutional synergies Repository - not just ‘stuff’ or ‘crown jewels’ Design and delivery Marketing Re-thinking pedagogy Institution? Individual? False polarisation?
  • 11. Rethinking Pedagogy OER has potential to: • support widespread transformations in L&T • encourage sharing and reusing • promote active, independent, student focused learning which can ‘range’ across disciplinary boundaries • be integral component of curriculum design and delivery • underpin research-informed learning and teaching Utopia! (improved student learning experience)
  • 12. Marketing OER has potential to: • Have a positive impact upon ‘brand’ • Attract best international students • Align with promoting best of our research • Continue to engage alumni Also: Other big hitters are promoting OER so we must too – league tables Utopia! (lots of money / status)
  • 13. Challenges to Practice • Staff awareness • Reward and recognition • IP issues • Quality and reputation • Confidence and trust • Staff resources “There needs to be much more consideration for lecturers workloads if Exeter is going to push this” Time (and as proxy for other challenges)
  • 14. Staff Awareness Start with promoting demand-side, into staff development: +ve “I found some very useful courses which are relevant to my teaching” “Reduces the uncertainty whether a particular material may be used legally” -ve “Unless I have invested in creating course content I feel I lack the authority to teach a course” Initial sensitisation
  • 15. Reward and Recognition Focusing on the supply side: +ve “All I'm really interested in as a contributor is making my resources more freely available to other educators to use as they see fit - I think there is some value in my resources that I'm happy to see others take advantage of if they wish” -ve “Making this material available as OER is the equivalent of giving away research that would otherwise be patented (and hence could earn income) and would not be in the best interests of either the staff or the University” “Spending time putting my work on to OER is not going to help me in my career at Exeter” Need institutional policy incentives
  • 16. IP Challenges Quality “Having reviewed some material ... [it] is so riddled with copyright sensitive images that there isn’t going to be much left ... As a result it isn’t going to resemble the polished diamond we hoped” Coherence “I am having some trouble, in that the IPR requirements mean very, very drastic changes are necessary to the existing material. I am concerned that academic credibility is being lost, because of the ferocious requirements of IPR.” Time “I’m slightly disillusioned after wasting several hours over the last couple of weeks chasing permission to use a map only to be told no, and that was just one map” Exeter taking ‘risk averse’ approach
  • 17. Copyright a Perpetual Problem? Despite the numerous studies, reports and recommendations that have been produced over the past decade by JISC, HEFCE and others, attitudes towards intellectual property rights, and specifically copyright, remain an inhibiting factor in the adoption of innovative teaching and research strategies. This has been exacerbated by the increased importance attached to intellectual property rights in the digital environment and the resulting need to pay more than lip service to the concept of legal compliance. (Charlesworth et al., 2007) • Moving from ‘complete’ to ‘representative’ volume of material • Not sustainable to ‘convert’ existing material Loads of studies but are we making any headway?
  • 18. Quality and Reputation “An OER repository definitely does give an impression of the institution and the staff (team) that produces it” (Philip et al, 2008) Different motivations lead to different outcomes: • Formal (cf peer review journals) o Some resistance in-house • Informal (e.g. community blog) Materials will always reflect upon Exeter so quality must always be ‘high’
  • 19. Confidence and Trust • Licence-in: non-exclusive, so author can use/licence material elsewhere • Licence-out: concerns re CC ‘derivative’ option having their material mangled • Challenge: ‘all rights reserved’ v ‘some rights reserved’ Trust of greater concern than copyright!
  • 20. Support Issues Concerns similar to old arguments re. VLE: “We will have to invest massive amounts of resources in supporting teachers to deliver OER material” “Noting the heavily resourced models such as MIT and the UK Open University’s OpenLearn and even worse, the community driven Wikipedia, would it not be better to let them get on with it and merely promote a demand-led model?” So why bother? But OER is marginal cost
  • 21. Staff Development • Essential - A substantial staff awareness programme – (also note UCISA TEL Surveys) • OER must be seen as an integral part of scholarly endeavour • Incorporate into accredited staff development programmes: o programmes for Associate and Fellowship status of the HEA • ‘capture’ all new staff However: “I have been advised by senior academics that we should not strive for teaching excellence if this undermines the delivery of grants and publications.” Problem transcends OER agenda
  • 22. Tom’s SCORE Fellowship Background • Must get academic buy-in. • Position OER as part of scholarly endeavour of a research-inspired approach to L&T. • Most HEIs have HEA-accredited courses / CPD. Proposal • Build upon existing community of practice of HEIs - SWEDF. • Primary outputs : – toolkit of staff development activities, available for repurposing. – Case studies, drawing upon these activities. – OER of OER! OER as a scholarly activity within staff development accredited courses
  • 23. Provisional Ways Forward Stage One 2010-2012 : • Create limited volume of high quality OER linked to the University’s primary research themes (c.f. JISC/HEA Phase 2 Theme Tender) • Embed both demand side and supply side competencies into HEA- accredited courses. (c.f. HEA Phase-2 Tender) Stage Two 2011-2015 • Develop OER ‘sample’ of high quality course material for each programme the University offers, available through online prospectus Institutionally embed OER agenda into University behaviour
  • 24. Question “OER projects will become another service that the public simply expects of every HEI , and each institution will find the will and the resource within itself to engage in these projects.” “In the intervening years until that time comes, pilot open educational resource projects must navigate the highly contextual waters of sustainability.” (Wiley, 2007) Institutional motivations in alignment with academic motivations?