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Cheryl Hodgkinson-Williams with
Tess Cartmill, Sarah Goodier, Thomas King,
Henry Trotter & Sukaina Walji
University of Cape Town
13 March 2015
Research on Open Educational Resources
for Development (ROER4D) in the Global South:
A very short overview for Open Education Week
Many claims have been made about the potential of Open Educational Resources (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
http://oerresearchhub.org/evidence/oer-impact/
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?
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
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 Sub-Projects
• 26 Countries
• 86 Researchers & associates
• 16 Time zones
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
Open Research – ROER4D intentions to share
Conceptual
Framework/s
Methods
Instrument
questions
Data
Analysis
tools
Findings
Proposal
Literature
Review
Open
Research
process
OER
Asia
NEW
Open
project


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
ROER4D Website
http://roer4d.org
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
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
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
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
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

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ROER4D - Short overview for Open Education Week 13 March 2015

  • 1. Cheryl Hodgkinson-Williams with Tess Cartmill, Sarah Goodier, Thomas King, Henry Trotter & Sukaina Walji University of Cape Town 13 March 2015 Research on Open Educational Resources for Development (ROER4D) in the Global South: A very short overview for Open Education Week
  • 2. Many claims have been made about the potential of Open Educational Resources (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 http://oerresearchhub.org/evidence/oer-impact/
  • 3. 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?
  • 4. 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
  • 5. 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
  • 6. • 18 Sub-Projects • 26 Countries • 86 Researchers & associates • 16 Time zones
  • 7. 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
  • 8. Open Research – ROER4D intentions to share Conceptual Framework/s Methods Instrument questions Data Analysis tools Findings Proposal Literature Review Open Research process OER Asia NEW Open project  
  • 9. 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
  • 11. 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
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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

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