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Building a national open
educational resources policy.
Examples from Poland and other
           countries.

            Dr Alek Tarkowski
  Centrum Cyfrowe / Creative Commons PL
                                    With support from
                             Open Society Foundations
American debate on MOOCs ...
  … vs. regional experience
●
 Open e-textbooks project in the „Digital
School” program
●
 Open Educational Resources Policy and its
context
●
 Open e-textbooks project in the
„Digital School” program
●
 Open Educational Resources Policy and its
context
●
 Open e-textbooks project in the
„Digital School” program
●
 Context: OER developments in Poland in the last
5 years
 ●
   Coalition for Open Education (KOED):16
   members
 ●
   Public OERs:
   ●
     „Polish Aid” program
   ●
     „Włącz Polskę” program for Polish schools
     abroad
 ●
   Grassroots activities
   ●
     Wolne lektury: open books portal for schools
   ●
     Active Wikipedia community
   ●
     Khan Academy localization
The „Digital School” program (2011).
●

●
  A history of school IT programs in Poland
  since 2000.
●
  A dominant equipment-based approach
  (or equipment and infrastructure) since
  2011.
●
  „Digital school” as a balanced project:
  equipment, teacher skills, content.
The „Digital School” program (2011).
●

●
  2012-2013: pilot in 380 schools, 4th
  grades
●
  12,8m EUR for equipment, 4.7m EUR for
  teacher training, 13m EUR for educational
  resources + supplementary research
  study in 24 schools (1,2m EUR)
How much textbook(s) cost?
Approximately whole textbooks
  market is 1 billion PLN big;


About 15% of textbooks cost are
  coverd by government in support
  program for families with
  financial difficulties;


Publishers also used European
  Union R&D grants, were
  contractors for many ICT
  programs where resources were
  also created beside of textbook
                                    Source: Dziennik Gazeta Prawna
  market.
●
 What model for educational resources
does Polish education need?
 ●
   Need for personalized education
 ●
   From textbooks to „content clouds” as
   optimal proposed model
 ●
   Reality: minimal willingness of teachers to
   adapt / personalize resources and
   teachings
 ●
   Teachers dependent on commercial
   teaching materials
●
 Open Educational Resources in the
„Digital School” program.
 ●
   Open model offers best means for fulfilling
   program's goals
 ●
   Both textbooks and other (non-certified
   content)
 ●
   Crucial questions:
   ●
     How to ensure high quality content will be
     produced (open is not enough)
   ●
     How to coexist with the market model
     and commercial actors?
●
 Open Educational Resources in the
„Digital School” program.
 ●
   Approximately 56m PLN, of which 45m
   PLN (12m EUR) assigned for e-textbooks
 ●
   18 textbooks covering K12 core courses
   until 2015
   Leading institution: Center for Education
              Development (ORE)
 ●
   Partnership model: 1 technological and 4
   content partners (instead of a grant
   model)
●
 What Open Educational Resources
Model?
●
  Creative Commons Attribution (CC BY) or
  equivalent
  ●
    Strong open licensing due to specificity of
    educational needs
  ●
    In line with Capetown (and currently also
    Paris Declaration)
  ●
    Non/commercial as key controversy
  ●
    Also accessibility and open software
    standards
●
 Expected results of chosen Open
Educational Resources model.
  ●
    CC BY ensures greatest potential impact
    through ease and scale of use, by
    decreasing legal uncertainty
  ●
    CC BY allows for commercial reuse of
    textbooks (new business models)
    ●
      Print?
    ●
      Premium versions?
    ●
      „Remixes”?
●
 Free core content can enhance new
educational service development - like a free
API for new educational projects
●
 Why did we succeed with introducing
OER policy?
●
 Coalition for Open Education, active since
2008
●
 A dialogue process between government
and civil society
●
 Open public resources initiative within the
government
●
 Key elements for successful open e-
textbooks project
 ●
   Teacher training, including open models
   (→ training component)
 ●
   Leading institution: innovation and support
 ●
   Clear concept for e-textbook and their use
 ●
   IT equipment and connectivity as
   necessary elements
 ●
   Fostering use and re-use of OERs, by
   teachers and publishers
Future is uncertain: challenges ahead
●

●
  Lack of a clear concept for an e-textbook
  ●
    How it will be used in class?
  ●
    Electronic or paper?
  ●
    What equipment? (Both technological
    change and availability of IT in the school
    system).
●
 Challenge no. 1: opposition of
publishers
●
 Critique at planning: only non-textbooks
resources are acceptable
●
 Publicly funded content as unfair competition,
fear of market destruction and public monopoly
●
 Low quality of open public resources
●
 Low Research and Development capacity in
comparison to professional publishers
●
 Boycott / attack on the public tender process
●
 Negative PR
  ●
    Letter to the European Commission
  ●
    Letter to public universities
●
 Challenge no.2: indifference of school
system
●
 Low digital skills and competences of teachers –
hey role of the training component
●
 Low awareness of legal issues, teachers
functioning within loosely defined fair use zone
●
 Low capacity for reuse / remix of content
●
    Public response to the challenge
●
 Public funding accepted and co-exists along the
market in many sectors; a model for public
funding of textbooks is acceptable – not unfair
competition
●
 Many arguments prove that OERs are an
effective public investment in a digital educational
environment (but argument still needs to be
tested)
●
 Support for OER emerging at EC level
●
 Quality to be tested; quality and R&D of
commercial offer also uneven;
●
    Public response to the challenge
●
 Open public content can have a positive,
although disruptive role on a market that is not
adapting fast enough on its own
 ●
   Not just open content, also open standards
   (WCAG, HTML5, open formats)
 ●
   Generative character of open content (same
   argument as with reuse of public information)
●
    Mythbusting of allegations
●
 Not a monopoly, but cost effective support for
equal opportunities to learn. (Public mission vs.
Business logic)
●
 Quality management and review process will be
same – same chances and risks
●
 Money for commercial R&D comes mostly from
public grants and has not been well invested.
Startups and NGOs have better track record
●
 Quality of textbook does not depend on if it's
reuseable or not, but when it is reusable, quality
can constantly be improved.
●
 Open e-textbooks project in the „Digital
School” program
●
 Open Educational Resources Policy
and its context
●
 Open Public Resources policy as a
basic framework for public content
●
  Inspiration from rules for access to public
information
●
 Public data as a same type of content that
generates value through reuse when openly
available – cultural content is similar (Hargreaves
Report in the UK)
●
 Main types of applicable content: education,
science, culture
●
 Open Educational Resources policy as
open content policy, globally
●
 Policy for public resources just one „path” for
OER – alongside a) OER grassroots initiatives
and b) OER business models
●
 Capetown Declaration (2007): „governments, school
boards, colleges and universities should make open
education a high priority. Ideally, taxpayer-funded
educational resources should be open educational
resources”.
Open Educational Resources policy:
●


UNESCO Paris Declaration (2011)
    ●
        Reinforce the development of strategies
        and policies on OER.
        ●
            Promote the development of specific policies for the
            production and use of OER within wider strategies for
            advancing education.
    ●
        Encourage the open licensing of
        educational materials produced with
        public funds
        ●
            Governments/competent authorities can create
            substantial benefits for their citizens by ensuring that
            educational materials developed with public funds be
            made available under open licenses (with any
            restrictions they deem necessary) in order to
            maximize the impact of the investment.
●
 Open Public Resources policy as a
basic framework for public content
●
 Elements for European Open Public Resources
policy
 ●
   Re-use directive extended to cultural
   institutions
 ●
   Open Access Pilot, plans for its extension
 ●
   Consultations on Open Educational Resources
●
    Open Public Resources Bill in Poland
●
  Unified framework for education, science culture
– single rule, but with exceptions for each sphere
●
  General rule: all content produced or financed
publicly should be made publicly available
●
  Clear ownership of rights to content + open
licensing (CC BY as standard)
●
  Concurrent declarations on OA by the Ministry of
Science – possibly applying also to higher
education OER
●
    Open Public Resources policy globally
●
  Open Society Foundations – fostering OER
policy development in several key countries:
Brasil, Macedonia, Netherlands, Poland
●
  Brasil: policy work to supplement work by OER
community:
    ●
        Sao Paolo city policy (CC BY-NC-SA)
        ●
          national policy in the Parliament
          ●
            1) public educational resources to be made openly
            available
          ●
            2) resources produced by public servants should be
            OER
          ●
            3) govt support for OER repositories
●
    Open Public Resources policy globally
●
  United States
  ●
    State-level initatives for higher education
    (California, Washington)
  ●
    2bn USD program for college OER
    development
●
  Netherlands
  ●
    focus on state-supported development of
    content by teachers: Wikiwijs – focus on
    platform / repository + active community
●
    Open Public Resources policy globally
●
 New Zealand: NZGOAL (Open Access and
Licensing) as a broad framework for open public
content (CC licensing + other models)
●
 Australia: AUSGoal
●
 South Africa: Siyavula
  ●
    Collaborative, grassroots production of
    educational content
  ●
    In 2011 approached by govt to align with
    curriculum, publication of textbooks in 2012
●
 Resources
  ●
    COL: Survey on Governments' OER Policies
  ●
    CC OER Policy Registry
Final Thoughts: specificity of OER
●


movement
●
 Open Educational Resources vs. Open
Education – can OER trigger broader educational
reform?
●
 Specific licensing requirements due to needs of
educators and learners
●
 Education as a basic right, basic education as
obligation – strong stakes for educational content
policy
●
 Final Thoughts: specificity of OER
policy
●
 Must be fitted within broader educational reform /
modernization processes
●
 Introduction of OER overlaps with the shift from
paper to digital – time of uncertainty
●
 Synergy of top-down policy and bottom-up
activity
●
 Will new business models develop?
●
 Teachers, students don't necessarily want open
education – openness as means for fulfilling other
needs and goals
Photo by woodlywoondy@flickr, CC BY
Thank You!

More about „Digital School” program:
      http://bit.ly/OER_Poland

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  • 2. American debate on MOOCs ... … vs. regional experience
  • 3. ● Open e-textbooks project in the „Digital School” program ● Open Educational Resources Policy and its context
  • 4. ● Open e-textbooks project in the „Digital School” program ● Open Educational Resources Policy and its context
  • 5. ● Open e-textbooks project in the „Digital School” program ● Context: OER developments in Poland in the last 5 years ● Coalition for Open Education (KOED):16 members ● Public OERs: ● „Polish Aid” program ● „Włącz Polskę” program for Polish schools abroad ● Grassroots activities ● Wolne lektury: open books portal for schools ● Active Wikipedia community ● Khan Academy localization
  • 6. The „Digital School” program (2011). ● ● A history of school IT programs in Poland since 2000. ● A dominant equipment-based approach (or equipment and infrastructure) since 2011. ● „Digital school” as a balanced project: equipment, teacher skills, content.
  • 7. The „Digital School” program (2011). ● ● 2012-2013: pilot in 380 schools, 4th grades ● 12,8m EUR for equipment, 4.7m EUR for teacher training, 13m EUR for educational resources + supplementary research study in 24 schools (1,2m EUR)
  • 8. How much textbook(s) cost? Approximately whole textbooks market is 1 billion PLN big; About 15% of textbooks cost are coverd by government in support program for families with financial difficulties; Publishers also used European Union R&D grants, were contractors for many ICT programs where resources were also created beside of textbook Source: Dziennik Gazeta Prawna market.
  • 9. ● What model for educational resources does Polish education need? ● Need for personalized education ● From textbooks to „content clouds” as optimal proposed model ● Reality: minimal willingness of teachers to adapt / personalize resources and teachings ● Teachers dependent on commercial teaching materials
  • 10. ● Open Educational Resources in the „Digital School” program. ● Open model offers best means for fulfilling program's goals ● Both textbooks and other (non-certified content) ● Crucial questions: ● How to ensure high quality content will be produced (open is not enough) ● How to coexist with the market model and commercial actors?
  • 11. ● Open Educational Resources in the „Digital School” program. ● Approximately 56m PLN, of which 45m PLN (12m EUR) assigned for e-textbooks ● 18 textbooks covering K12 core courses until 2015 Leading institution: Center for Education Development (ORE) ● Partnership model: 1 technological and 4 content partners (instead of a grant model)
  • 12. ● What Open Educational Resources Model? ● Creative Commons Attribution (CC BY) or equivalent ● Strong open licensing due to specificity of educational needs ● In line with Capetown (and currently also Paris Declaration) ● Non/commercial as key controversy ● Also accessibility and open software standards
  • 13. ● Expected results of chosen Open Educational Resources model. ● CC BY ensures greatest potential impact through ease and scale of use, by decreasing legal uncertainty ● CC BY allows for commercial reuse of textbooks (new business models) ● Print? ● Premium versions? ● „Remixes”? ● Free core content can enhance new educational service development - like a free API for new educational projects
  • 14. ● Why did we succeed with introducing OER policy? ● Coalition for Open Education, active since 2008 ● A dialogue process between government and civil society ● Open public resources initiative within the government
  • 15. ● Key elements for successful open e- textbooks project ● Teacher training, including open models (→ training component) ● Leading institution: innovation and support ● Clear concept for e-textbook and their use ● IT equipment and connectivity as necessary elements ● Fostering use and re-use of OERs, by teachers and publishers
  • 16. Future is uncertain: challenges ahead ● ● Lack of a clear concept for an e-textbook ● How it will be used in class? ● Electronic or paper? ● What equipment? (Both technological change and availability of IT in the school system).
  • 17. ● Challenge no. 1: opposition of publishers ● Critique at planning: only non-textbooks resources are acceptable ● Publicly funded content as unfair competition, fear of market destruction and public monopoly ● Low quality of open public resources ● Low Research and Development capacity in comparison to professional publishers ● Boycott / attack on the public tender process ● Negative PR ● Letter to the European Commission ● Letter to public universities
  • 18. ● Challenge no.2: indifference of school system ● Low digital skills and competences of teachers – hey role of the training component ● Low awareness of legal issues, teachers functioning within loosely defined fair use zone ● Low capacity for reuse / remix of content
  • 19. Public response to the challenge ● Public funding accepted and co-exists along the market in many sectors; a model for public funding of textbooks is acceptable – not unfair competition ● Many arguments prove that OERs are an effective public investment in a digital educational environment (but argument still needs to be tested) ● Support for OER emerging at EC level ● Quality to be tested; quality and R&D of commercial offer also uneven;
  • 20. Public response to the challenge ● Open public content can have a positive, although disruptive role on a market that is not adapting fast enough on its own ● Not just open content, also open standards (WCAG, HTML5, open formats) ● Generative character of open content (same argument as with reuse of public information)
  • 21. Mythbusting of allegations ● Not a monopoly, but cost effective support for equal opportunities to learn. (Public mission vs. Business logic) ● Quality management and review process will be same – same chances and risks ● Money for commercial R&D comes mostly from public grants and has not been well invested. Startups and NGOs have better track record ● Quality of textbook does not depend on if it's reuseable or not, but when it is reusable, quality can constantly be improved.
  • 22. ● Open e-textbooks project in the „Digital School” program ● Open Educational Resources Policy and its context
  • 23. ● Open Public Resources policy as a basic framework for public content ● Inspiration from rules for access to public information ● Public data as a same type of content that generates value through reuse when openly available – cultural content is similar (Hargreaves Report in the UK) ● Main types of applicable content: education, science, culture
  • 24. ● Open Educational Resources policy as open content policy, globally ● Policy for public resources just one „path” for OER – alongside a) OER grassroots initiatives and b) OER business models ● Capetown Declaration (2007): „governments, school boards, colleges and universities should make open education a high priority. Ideally, taxpayer-funded educational resources should be open educational resources”.
  • 25. Open Educational Resources policy: ● UNESCO Paris Declaration (2011) ● Reinforce the development of strategies and policies on OER. ● Promote the development of specific policies for the production and use of OER within wider strategies for advancing education. ● Encourage the open licensing of educational materials produced with public funds ● Governments/competent authorities can create substantial benefits for their citizens by ensuring that educational materials developed with public funds be made available under open licenses (with any restrictions they deem necessary) in order to maximize the impact of the investment.
  • 26. ● Open Public Resources policy as a basic framework for public content ● Elements for European Open Public Resources policy ● Re-use directive extended to cultural institutions ● Open Access Pilot, plans for its extension ● Consultations on Open Educational Resources
  • 27. Open Public Resources Bill in Poland ● Unified framework for education, science culture – single rule, but with exceptions for each sphere ● General rule: all content produced or financed publicly should be made publicly available ● Clear ownership of rights to content + open licensing (CC BY as standard) ● Concurrent declarations on OA by the Ministry of Science – possibly applying also to higher education OER
  • 28. Open Public Resources policy globally ● Open Society Foundations – fostering OER policy development in several key countries: Brasil, Macedonia, Netherlands, Poland ● Brasil: policy work to supplement work by OER community: ● Sao Paolo city policy (CC BY-NC-SA) ● national policy in the Parliament ● 1) public educational resources to be made openly available ● 2) resources produced by public servants should be OER ● 3) govt support for OER repositories
  • 29. Open Public Resources policy globally ● United States ● State-level initatives for higher education (California, Washington) ● 2bn USD program for college OER development ● Netherlands ● focus on state-supported development of content by teachers: Wikiwijs – focus on platform / repository + active community
  • 30. Open Public Resources policy globally ● New Zealand: NZGOAL (Open Access and Licensing) as a broad framework for open public content (CC licensing + other models) ● Australia: AUSGoal ● South Africa: Siyavula ● Collaborative, grassroots production of educational content ● In 2011 approached by govt to align with curriculum, publication of textbooks in 2012 ● Resources ● COL: Survey on Governments' OER Policies ● CC OER Policy Registry
  • 31. Final Thoughts: specificity of OER ● movement ● Open Educational Resources vs. Open Education – can OER trigger broader educational reform? ● Specific licensing requirements due to needs of educators and learners ● Education as a basic right, basic education as obligation – strong stakes for educational content policy
  • 32. ● Final Thoughts: specificity of OER policy ● Must be fitted within broader educational reform / modernization processes ● Introduction of OER overlaps with the shift from paper to digital – time of uncertainty ● Synergy of top-down policy and bottom-up activity ● Will new business models develop? ● Teachers, students don't necessarily want open education – openness as means for fulfilling other needs and goals
  • 34. Thank You! More about „Digital School” program: http://bit.ly/OER_Poland