Desktop review of OER policies, projects, and research in the global south

Internet penetration, the policy landscape, as well as broadband accessibility and speed, are some of the topics of comparison in this PowerPoint presentation drawn from an overview of Open Educational Resources (OER) research conducted in 9 countries and 3 regions. Country teams, networks, and participating researchers in Research in Open Educational Resources for Development (ROER4D) are listed. The review provides a general overview of OER projects, policies, and research, plus infrastructural, legal, socio-cultural and/or economic factors that might influence OER adoption in South America, Sub-Saharan Africa, and South and South East Asia

Adoption and Impact of OER in the Global South

Education in the Global South faces several key interrelated challenges, for which Open Educational Resources (OER) are seen to be part of the solution. These challenges include: unequal access to education; variable quality of educational resources, teaching, and student performance; and increasing cost and concern about the sustainability of education. The Research on Open Educational Resources for Development (ROER4D) project seeks to build on and contribute to the body of research on how OER can help to improve access, enhance quality and reduce the cost of education in the Global South. This volume examines aspects of educator and student adoption of OER and engagement in Open Educational Practices (OEP) in secondary and tertiary education as well as teacher professional development in 21 countries in South America, Sub-Saharan Africa and South and Southeast Asia. The ROER4D studies and syntheses presented here aim to help inform Open Education advocacy, policy, practice and research in developing countries

Potential contribution of open educational resources to e-learning and distance education : 3rd e-Learning and Distance Education Conference Lahore, Pakistan, 14-15 March 2016

The PowerPoint presentation provides an overview of the objectives of Research in Open Educational Resources for Development (ROER4D) and the need to investigate the impact of OER in the context of the changing emphasis in Distance Education (DE). It expands on media types and the learning tasks they promote, as well as models for adoption of Open Educational Resources, responding to the question: In what ways and under what circumstances does use of OER make distance education more open, more effective, and more flexible

OER and OEP towards equitable and quality education for all

For Open Educational Resources (OER) to contribute to achieving equitable and quality education for all, it is necessary to promote and support open educational practices (OEP). In this presentation, open learning and qualities of open teaching practices are mapped out along with qualities of open learning content. Pedagogical factors and degrees of ease in OEP are reviewed: OER affords access to learning resources at little or no cost; it affords localisation in language and content of learning resources; and also allows for adaptation to individual learning needs

Teaching at a distance in a digital age: perspectives from the Philippines

This qualitative study examines the pedagogical perspectives and priorities\ud underpinning the course design practices of 10 academics engaged in 'open and\ud distance e-learning' (ODeL) at a small single-mode distance education (DE)\ud institution in the Philippines. It also looks at the impact of teaching with Web\ud technologies on course design practices, and its implications for faculty development.\ud The study found that these academics' use of Web tools and resources relates\ud to the importance that they give to independent learning and collaborative learning.\ud However, the study also found that academics hold orientations to teaching and\ud learning with Web technologies that do not necessarily conform with the extremes\ud identified in the literature. Rather than subscribing to either an independent learning\ud approach or a collaborative learning approach, which are presented in some studies\ud and theoretical discussions as opposing approaches underpinned by contrasting\ud orientations to learning, some teachers adopt different pedagogical approaches for\ud different learning contexts, and/or they attempt to balance seemingly oppositional\ud pedagogical approaches. This flexibility comes from their having multiple\ud orientations to learning, which develops from an awareness of the need to take into\ud account, and address tensions among, a range of design factors, including the\ud diversity of learners, disciplinary contexts, and curricular goals. This flexibility in\ud design practice may also be understood as a manifestation of the convergence of an\ud open learning philosophy, distance education pedagogies, and e-learning\ud technologies.\ud Based on these findings, an ODeL teaching skills framework is proposed as\ud part of a holistic and integrated faculty development programme in ODeL. Also\ud outlined are some strategic directions for policy development and organisational\ud restructuring for effective ODeL implementation

OER and OEP in the Global South: Implications and recommendations for social inclusion

The Research on Open Educational Resources for Development (ROER4D) project was undertaken to provide a better understanding of the uptake of Open Educational Resources (OER) and their impact on education in the Global South. The 18 sub-projects that comprise the larger project investigated the extent of OER adoption by educators and students; the factors influencing OER adoption; and the impact of OER adoption on access to educational resources, the quality of teaching and learning, and some of the costs of education provision in 21 countries in South America, Sub-Saharan Africa, and South and Southeast Asia. The findings of each of the sub-projects are discussed in the various chapters comprising this volume, and a meta-synthesis of these findings is presented in Chapter 2. Using a social realist lens, the meta-synthesis provides a comparative analysis of OER use, adaptation and creation across the research sites, and identifies the structural, cultural and agential factors that enable and constrain these Open Educational Practices (OEP). It points out disjunctures in adoption processes in the countries and institutions studied, and draws insights regarding the extent to which OER adoption can expand access to educational materials, enhance the quality of educational resources and educators’ pedagogical perspectives and practices, and improve the affordability and sustainability of education in the Global South. This concluding chapter explores the implications of the main research findings presented in the meta-synthesis for the attainment of social inclusion, which lies at the heart of the Open Education movement. The Paris OER Declaration of 20121 explicitly calls upon states to “[p]romote and use OER to … contribut[e] to social inclusion, gender equity and special needs education [and i]mprove both cost-efficiency and quality of teaching and learning outcomes”2 (emphasis added). The Ljubljana OER Action Plan of 20173 likewise recognises that, “[t]oward the realization of inclusive Knowledge Societies ... [OER] support quality education that is equitable, inclusive, open and participatory”. Understanding how OER, OEP and Open Education more generally, can help to achieve social inclusion is particularly critical in the Global South where increased demand, lack of resources and high costs limit the capacity of education systems to provide accessible, relevant, highquality and affordable education. This chapter aims to contribute to this understanding the potential of OER and their accompanying OEP through a critical exploration of the ROER4D findings in terms of whether and how OER adoption promotes equitable access, participatory education and empowerment of teachers and students, and thus helps to achieve social inclusion. The chapter begins with a brief overview of the relationship between OER and social inclusion, details the implications of ROER4D’s findings as they pertain to social inclusion, and concludes with recommendations for advocacy, policy, practice and further research in OER and OEP in the Global South

Research on Open Educational Resources for Development in the Global South: Project landscape

The Research on Open Educational Resources for Development (ROER4D) project was proposed to investigate in what ways and under what circumstances the adoption of Open Educational Resources (OER) could address the increasing demand for accessible, relevant, high-quality and affordable education in the Global South. The project was originally intended to focus on post-secondary education, but the scope was expanded to include basic education teachers and government funding when it launched in 2013. In 2014, the research agenda was further expanded to include the potential impact of OER adoption and associated Open Educational Practices (OEP). ROER4D was funded by Canada’s International Development Research Centre (IDRC), the UK’s Department for International Development (DFID) and the Open Society Foundations (OFS), and built upon prior research undertaken by a previous IDRC-funded initiative, the PAN Asia Networking Distance and Open Resources Access (PANdora) project. This chapter presents the overall context in which the ROER4D project was located and investigated, drawing attention to the key challenges confronting education in the Global South and citing related studies on how OER can help to address these issues. It provides an abbreviated history of the project and a snapshot of the geographic location of the studies it comprises, the constituent research agendas, the methodologies adopted and the research-participant profile. It also provides an overview of the other 15 chapters in this volume and explains the peer review process

Factors influencing Open Educational Practices and OER in the Global South: Meta-synthesis of the ROER4D project

This chapter provides a meta-synthesis of the findings from the Research on Open Educational Resources for Development (ROER4D) empirical studies based on the 13 sub-project chapters in this volume as well as other sub-project research reports. It does so by analysing how three phases of Open Educational Resources (OER) adoption – OER creation, use and adaptation – are observed in the studies as forms of Open Educational Practices (OEP), identifying where there are most likely to be disjunctures that inhibit optimal OER adoption processes and their longer-term sustainability. It compares the open practices reported in the ROER4D sub-project studies to an idealised or maximal set of open processes, modelled as the Open Education cycle framework. It draws upon social realist theory to uncover agential decision-making about OER creation, use and adaptation in relation to structural and cultural environments, and seeks to answer the ROER4D project’s overarching research question: Whether, how, for whom and under what circumstances can engagement with OEP and OER provide equitable access to relevant, high-quality, affordable and sustainable education in the Global South? This chapter interrogates findings from the ROER4D empirical studies using a metasynthesis approach. Following a review of sub-project research reports (including, in some cases, primary micro data), the authors used a literature-informed set of themes to create the meta-level conceptual framework for claims about OER and OEP in relation to access, quality and affordability; the Open Education cycle; and structural, cultural and agential influences on the potential impact on access, quality and affordability. Nvivo software was used to help reveal literature-informed and emergent themes in the studies, identifying the most frequently occurring themes to provide a more comprehensive and classified interpretation of the findings across the empirical studies. Insights and recommendations were then distilled according to Archer’s (2003; 2014) social realist theoretical framework which assesses social change – and its counterpart, stasis – according to dynamically interactive and structural, cultural and agential factors. The authors used these three factors to guide their analysis of the ROER4D findings, as understood in relation to the three broad phases of OER adoption (creation, use and adaptation) proposed in the Open Education cycle. Findings show that in the Global South contexts studied, the ideal or maximal Open Education cycle is incomplete in terms of optimising the benefits of OER adoption. There are five key points of disjuncture: (1) the dependence on copying of existing OER and the corollary failure to localise; (2) the adaptation of OER, but with inconsistent curation and rehosting of derivative works on publicly available platforms or in repositories, limiting access to the derivative OER; (3) limited circulation of derivative OER due, in part, to the absence of a communication strategy; (4) inconsistent quality assurance processes; and (5) a weak feedback loop for continuous improvement of the original or derivative work. The chapter concludes with a critical exploration of the range of influences of OER and associated practices on access to educational materials, the quality of educational resources, educators’ pedagogical perspectives and practices, and student performance as well as the overall affordability and sustainability of education in the Global South. It argues that full participation in the OER movement in the Global South requires that certain structural factors be put in place – including a minimum level of infrastructural support, legal permission to share materials and OER curation platforms – to curate curriculum-aligned OER in local languages. However, these structural adjustments alone are insufficient for the full value proposition of OER to be realised. While individual educators and some institutions are sharing OER, this willingness needs to be bolstered by a much stronger cultural change where communities of educators and students are given technical and pedagogical support to enable OER uptake – especially the creation and adaptation of OER produced in the Global South

Issues and Challenges in Open and Distance e-Learning: Perspectives from the Philippines

Rapid advances in information and communications technology in the digital age have brought about significant changes in the practice of distance education (DE) worldwide. DE practitioners in the Philippines’ open university have coined the term ‘open and distance e-learning’ (ODeL) to refer to the new forms of DE, which are characterised by the convergence of an open learning philosophy, DE pedagogies, and e-learning technologies. This paper discusses the issues and challenges that ODeL poses for the Philippines’ open university from the point of view of the institution’s leading ODeL practitioners. The paper concludes with a discussion of the policy development and administrative changes required to support innovative teaching practice across the institution. The findings and conclusions are relevant for other institutions in the same stage of ODeL development

A Framework for Developing Competencies in Open and Distance Learning

Many open universities and distance education institutions have shifted from a predominantly print-based mode of delivery to an online mode characterised by the use of virtual learning environments and various web technologies. This paper describes the impact of the shift to open and distance e-learning (ODeL), as this trend might be called, on the course design practices of faculty members at a small single-mode distance education university in the Philippines. Specifically, the paper presents and analyses the faculty’s perspectives on how their course design practices have changed and issues and challenges arising from these changes. The findings suggest that faculty training programs in ODeL should aim to develop a comprehensive range of ODeL competencies in a systematic and coherent way. Based on the findings, as well as research on practitioner development in teaching effectively with technology, a framework for developing ODeL competencies among faculty is proposed. Aside from covering the four areas of change in course design practice identified in the study, the framework also specifies levels of expertise (basic, intermediate, and advanced), indicating degrees of complexity of the knowledge and skills required for each area at each level. All of the competencies listed for all four areas at the basic level comprise the minimum competencies for teaching an online distance education course