Research on Open Educational Resources for Development (ROER4D) in the Global South: An overview for Dutch HBO-I Academic Visit to the University of Cape Town on March 2015

1. Cheryl Hodgkinson-Williams
Overview for Dutch HBO-I Academic Visit
University of Cape Town
11 March 2015
Research on Open Educational Resources
for Development (ROER4D) in the Global South:
An overview

2.  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 videos
Any learner or
teacher
What are OER? Free lecture
notes

3. OER: Examples of OER international repositories

4. OER: Examples of OER South African repositories

5. .
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

6. 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

7. OER: Degrees of openness
Copy
Copy &
Contribute
Copy
Customise
Combine &
Contribute
Increasingopenness
Maximum dissemination
(Adapted from Burgos & Ramírez 2011:6)

8. Dr. Jane-Frances Agbu is the Head of the
newly created Open Educational Resources
– Massive Open Online Courses (OER-
MOOC) Unit at the National Open
University of Nigeria (NOUN). With funding
from the European Union, UNESCO is
assisting the university in transforming all the
courses into open-licensed Open
Educational Resources (OERs) as well as
open-licensed Massive Online Open
Courses (MOOCs) to attract very large
numbers of young Nigerians to access high-
quality higher education. With over 180,000
enrolled students, NOUN is the 2nd largest
university in Africa with 1,500 courses at
Bachelors, Masters, and PhD level.
Dr Robert Schuwer. Lector OER Fontys Hogeschool
ICT. Formally from the Open Universiteit Nederland

9. Google Trends 8 March 2015
Global – Web searches
Interest in OER over time
MOOCs
Open
Content
OER
Open
Textbooks
Learning
Objects

10. https://oerresearchhub.files.wordpress.com/201
4/11/oerrh-evidence-report-2014.pdf
What do we know about OER?

11. http://oermap.org/oer-evidence-map/
What do we know about OER in the world?

12. http://oermap.org/oer-evidence-map/#
Claims made about the
potential of OER to
address key
challenges in
developing countries
to:
• increase access to
higher education
• contain or reduce
costs
• enhance quality,
currency &
relevance
BUT, most of the
research on OER
adoption and impact
has been undertaken
in the “Global North”
Dearth of OER evidence in the Global South

13. 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)

14. 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?

15. 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?
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?

16. 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
IDRC
OSF DFID
ROER4D Funding

17. 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

18. • 18 Sub-Projects
• 26 Countries
• 86 Researchers & associates
• 16 Time zones

19. Knowledge
building
Research
capacity
Networking
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

20. 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

21. Open Research – ROER4D intentions to share
Conceptual
Framework/s
Methods
Instrument
questions
Data
Analysis
tools
Findings
Proposal
Literature
Review
Research
process
OER
Asia
NEW
Open
project



22. Project
events
Resources
SlideShare
Blog Twitter
Facebook Page
CMS (Vula)
Website
Email
Virtual meetings
(Skype, Adobe
Connect)
Internal communications External communications
Conferences
ROER4D Communications overview
OpenUCT
repositoryNewsletter

23. ROER4D Website
http://roer4d.org

24. 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

25. Funding Partners
Dr Matthew Smith
IDRC
Ed Barney
UK Aid – DFID
Melissa Hagemann
OSF
Network Project Team
Prof 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 Support
Prof 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 Group
Prof 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
Mentors
Ineke Buskens
Qualitative Research Consultant
Dr David Porter
Researcher
Dr George Sciadas
Statistician
Communication &
Evaluation
Sukaina Walji
Sarah Goodier
OER Impact Project Team
Prof Raj Dhanarajan & Maria Ng
Principal Investigators – OER Impact
Suan Choo Khoo & Vivien Chiam
Administrative Officers
ROER4D Network Team Advisor from the Netherlands

26. ROER4D Network (86 researchers)
Sub-Project 2 (32)
Prof Jose Dutra
University of Sao Paulo
2 part-time research assistants & 27
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 COL,
Vancouver, Dr Ramesh Sharma, alka
Singh, 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, Bhandigadi
Phalachandra & Jasmine Emmanuel
Wawasan Open University, Malaysia
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)
Dr Freda Wolfenden
Dr Alison Buckler & Pritee Auckloo
Open University, UK
Sub-Project 10.2 (5)
Dr Atieno Adala, Therrezinha
Fernandes, Marilena Cabral, Tom
Ojwang, Sophia Alexandre
AVU, Kenya
Sub-Project 10.3 (7)
Prof 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 (4)
Dr Yasira Waqar, Prof Naveed Malik,
Saba Khalil, Sana Shams
Sub-Project 10.6 (2)
Dr Shironica Karunanayaka, Som
Naidu, Open University of Sri Lanka
Sub-Project 10.7 (4)
Dr Sheila Bonito, Charisse Reyes,
Rita Ramos, Joane Serrano
Open University of the Philippines

27. References
Burgos, J. V., & Ramírez, M. S. (2011). Innovative experiences of Open Educational Resources towards
academic knowledge mobilization: Latin-American context. Proceedings of OpenCourseWare Consortium
Global 2011: Celebrating 10 Years of OpenCourseWare. Cambridge, MA. Retrieved from
http://www.ruv.itesm.mx/convenio/catedra/recursos/material/ci_34.pdf [Last accessed 8 March 2015].
Hodgkinson-Williams, C. & Gray, E. (2009). Degrees of openness: The emergence of open educational
resources at the University of Cape Town. International Journal of Education and Development using
Information and Communication Technology, 5(5), 101-116. Available online:
https://open.uct.ac.za/handle/11427/8860 [Last Accessed 23 January 2015].
Hodgkinson-Williams, C. A. (2014). Degrees of Ease: Adoption of OER, OpenTextbooks and MOOCs in the
Global South. Keynote address at the OER Asia Symposium 2014. Available online:
https://open.uct.ac.za/handle/11427/1188 [Last accessed 3 March 2015]
Smith M. & Casserly C. (2006) The Promise of Open Educational Resources. Available online:
http://learn.creativecommons.org/wp-content/uploads/2008/03/changearticle.pdf [Last accessed 4 March
2014]

28. 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

29. Thank you!
This work is licensed under a Creative Commons Attribution
4.0 International License.
Written by Cheryl Hodgkinson-Williams,
Henry Trotter, Tess Cartmill, Sukaina Walji,
Sarah Goodier & Thomas King
Contact:
cheryl.hodgkinson-williams@uct.ac.za
Graphics by Rondine Carstens
rondine.carstens@uct.ac.za, Cheryl
Hodgkinson-Williams & Henry Trotter
henry.trotter@uct.ac.za