OER Way Forward
OER Way Forward
OER Way Forward
for Educational
Planning
OPEN
EDUCATIONAL
RESOURCES
THE WAY FORWARD
DELIBERATIONS OF AN INTERNATIONAL
COMMUNITY OF INTEREST
SUSAN D’ANTONI
UNESCO
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OPEN
EDUCATIONAL
RESOURCES
THE WAY FORWARD
DELIBERATIONS OF AN INTERNATIONAL
COMMUNITY OF INTEREST
SUSAN D’ANTONI
UNESCO
Open Educational Resources
FOREWORD
Between 2005 and 2007, a large Community of Interest of more than
600 members from more than half of the 192 Member States of UNESCO
took part in online discussions on Open Educational Resources (OER) – open
content for education.
The Internet and the web offer opportunities for interaction that have
tremendous potential for an organization such as UNESCO, with a mandate
for advice and action worldwide. International meetings, workshops and
consultations are all means used by the organization to carry out its work
in collaboration with Member States, but they have limitations in their
capacity to include all those interested in the topic or activity at hand. The
Internet offers an opportunity to reach further and faster than ever before.
The tool is not yet perfect for the purpose – there are many who cannot
connect, but their numbers are diminishing, as are the costs associated
with technology and connectivity. Over the period that the OER community
has been in existence, we have been able to link many more people and
institutions than would have been feasible through other means. Experts
and neophytes alike have come together to learn from one another, share
information and deliberate on related issues. Finally, after two years of
intensive interaction, members expressed their opinion on the priority
issues and the stakeholders that should take action to advance and support
the growing movement.
This document is a testament to the power of group deliberation in a
vibrant virtual community. It presents the way forward for OER based upon
the informed opinion of an international community, and sets out priorities
for future action. It will be of interest to many readers – from decision and
policy makers at the national level to teachers and academics at the local
level.
Initiated by the UNESCO International Institute for Educational Planning,
the project has benefited from the support of many. First, the energy and
interaction of the community itself was maintained by a large and diverse
number of individuals. A Consultative Committee of seventeen members
acted as a sounding board and provided helpful input at important points
over the two years. My colleague, Catriona Savage, contributed unstintingly
her very considerable energy and competence to ensure that the OER
5
community interaction and resource building activities were well supported.
She was also responsible for the analysis of the data presented in this
report. The format and presentation of this document owes its elegance
to another colleague, Philippe Abbou. And all of these activities benefited
from the support of the William and Flora Hewlett Foundation. With its
vision of promoting equal access to knowledge worldwide, it has played the
very significant role of champion of the OER movement.
The OER community has a very special character: its composition, as well as
the nature and shape of its exchanges give it that character, which is every
bit as distinct as that of a colleague or friend. From a personal perspective,
I find this community wonderful in its thoroughly energetic thought and
action, as colleagues can be – and cherished in the way that friends may
be. I feel privileged to accompany it.
Susan D’Antoni
February 2008
6
Open Educational Resources
7
most initiatives have been undertaken by traditional institutions, open
universities with their well-designed instructional materials have also
begun to explore OER. The UK Open University has created OpenLearn to
give open access to some of its materials, and the Dutch Open University
is making content available for independent study. And governments are
recognizing the potential of OER for expanding access to knowledge and
learning opportunities. In India the National Knowledge Commission has
called for a “national e-content and curriculum initiative” to stimulate the
creation, adaptation and utilization of OER by Indian institutions.4
The growing number of initiatives has led to the emergence of an Open
Educational Resources movement – a movement that aims to increase
access to knowledge and educational opportunities worldwide through
sharing educational content. If knowledge is to be shared as OER, there
must be change – in institutional policies and procedures, in teaching
and learning. The William and Flora Hewlett Foundation Open Educational
Resources Initiative has designed its support around a change strategy that
aims to equalize access to knowledge through:
sponsoring high quality open content;
understanding and stimulating use;
removing barriers.
In 2005 the UNESCO International Institute for Educational Planning (IIEP)
took up the challenge of addressing one of the major barriers to making use
of OER – lack of information. Without adequate and accessible information
about an option, it cannot be taken into consideration for planning, and
it cannot be explored and assessed for its potential utility to any of the
education stakeholders.
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Open Educational Resources
2 AWARENESS RAISING:
AN INTERNATIONAL COMMUNITY
The initial focus of UNESCO action related to OER was concentrated on
awareness raising in Member States of the potential of sharing educational
material as Open Educational Resources. As a first step, IIEP assembled over
500 people in an international Internet forum. Through a discussion that
was designed as a virtual seminar, participants heard about a number of
experiences in developing and using OER, and about related issues such
as copyright, and language and cultural concerns. Much information and
intelligence was shared and the discussion of the examples and issues was
lively.5
Altogether, the community Figure 1. OER community members
that has been formed unites Arab States Caribbean
3% 1%
a wide range of individuals Central and Eastern Europe
Central Asia
0.5%
3%
and organizations, as well The Pacific
4% Western
as geographic regions – over East Asia Europe
5% 30%
620 members representing
Latin America
98 UNESCO Member States, 6%
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3 THE COMMUNITY DELIBERATES
After a period of intense discussion on OER, it could be expected that the
community would have formed an opinion on which constitute the priority
issues for advancing the OER movement, and on which stakeholders should
take the lead.
At the end of their first interaction in 2005, participants were invited to
specify the three most important issues to promote and enable the OER
movement. Their input resulted in a comprehensive list of fourteen issues
(Appendix 1). In early 2007, the community was asked first to rank the top
five priorities from that list, and then to identify the main stakeholders who
should play a leadership role for each issue they selected.
More than 50 per cent of the community members took the time to reflect
on the list of issues and to specify their own priorities. Those who responded
mirror almost exactly the geographic representation of the full community.
They represent a fairly wide range of organizations, although over half
come from universities and distance learning institutions. Many hold high-
level positions in their organizations, either as head or senior official or
manager. Teachers, researchers and project officers also constitute an
important number (Figure 2). This profile means that this collective priority-
setting exercise largely reflects the perspective of the educator and the
institution.
ICT
University professional
36% 7%
Self-employed
4%
National
government
4% Researcher
Teaching
National NGO 12%
professional
5% 18%
Research
institution
6%
International NGO Project or
6% Distance-learning programme officer
university institution 12% Senior official or manager
International organization
11% 17%
10%
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Open Educational Resources
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11
The sixth issue, copyright and licensing, is of growing concern. Resources
intended for release as OER, but which contain copyrighted material, pose a
problem. Either copyright clearance must be obtained, or the material must
be replaced or eliminated. Furthermore, the license assigned to educational
resources determines the degree to which they may be openly and freely
used. Alternate open licenses have been developed (such as those from
Creative Commons), and their use is growing. Developers and users would
benefit from guidance to help them better understand the implications of
the license they select for their materials or that has been applied to the
materials they wish to use.
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Open Educational Resources
While awareness raising remains the highest priority for both groups, issues
such as sustainability, accessibility and copyright, for example, are ranked quite
differently. Some of the differences might be explained by current levels of
creation and availability of OER in developed and developing countries. For
instance, sustainability – in common with copyright and standards – becomes
a priority when there is a critical mass of OER initiatives. On the other hand,
capacity development, technology tools and learning support services are a
priority in countries where there is currently a low level of OER development
and use. Also identified as of higher priority in developing countries are research
and policy. This may reflect the importance of a supportive environment for
OER development in countries with very limited resources. Ensuring that
OER development is an appropriate strategy for a particular country – one
which suits its needs – might necessitate research; and facilitating such OER
development might require an enabling policy framework.
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5 THE LEAD STAKEHOLDERS
For each issue ranked as a priority, respondents identified the stakeholders
they felt should assume a leadership role. And, just as several priority
issues stood out, so did the lead stakeholders. Four of these were assigned
significant roles, with multiple issues to take up in advancing the OER
movement (see Appendix 3 for details).
International organizations
International organizations were also judged to have an important role.
Copyright, financing and standards join awareness raising as the issues that
should be addressed by international bodies. Standard setting is a function
often undertaken at the international level. However, financing OER is a less
obvious role for international organizations, and its being cited underlines
the importance of the discussion of sustainable models for OER.
National governments
National governments were seen as the most important stakeholder for policy
support for OER, and for ensuring accessibility, which is often promoted
through education policy on the one hand, and through investments on
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Open Educational Resources
Academics
Academics were identified as the stakeholder group that should take
responsibility for those issues related to their various roles and functions in
the educational institution: namely, research, learning assessment, quality
assurance and learning support.
Other stakeholders
The remaining stakeholders are assigned leadership in those issues most
clearly related to their missions and functions. For example, grant-
making organizations and higher education funding bodies could take up
the challenge of funding initiatives, while regulatory bodies could take
responsibility for quality assurance of OER.
Finally, it should be noted that an important role for stakeholders was
identified – that of championing OER. Clearly, any or all of the stakeholders
could decide to champion OER (as has the Hewlett Foundation). What is
important is that effective champions continue to step forward for OER.
For, every movement, in order to succeed, must have its champions – and
this is particularly so at the beginning.
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6 THE WAY FORWARD
Through its deliberation on the key issues and the lead stakeholders, the
international community on OER has sketched out a way forward for the
movement, as well as for its own actions.
Second priority
Communities and networking
The strength of the OER community and the continuing adherence of its
members underline the importance of this type of international forum
for discussion and information sharing. Building and supporting such
a community is congruent with the main functions of UNESCO: as a
laboratory of ideas and a clearinghouse, a standard setter, a capacity builder
in Member States and a catalyst for international cooperation. Nonetheless,
an international community functions under certain constraints, such as
operating in one language and necessarily focusing on topics of general
concern. Both awareness raising and capacity development would be
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Open Educational Resources
Fourth priority
Quality assurance
If the OER movement is to take hold widely, the resources must be – and
be seen to be – of high quality. When information is taken from websites
worldwide, the user often lacks a frame of reference for determining the
quality of the information being accessed. The OER movement would benefit
from an exploration of current international quality-assurance mechanisms
and general guidelines and, potentially, from linking with existing quality-
assurance agencies.
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UNESCO could establish a connection with the lead agencies for
quality assurance in education on behalf of the members of the
international community on OER, and promote the development of
guidelines for OER quality assurance.
Removing barriers…
Fifth priority
Sustainability
If the movement is to flourish, approaches and models are needed that
will ensure the viability of OER initiatives. Currently, the majority of OER
development is undertaken on a project basis, and often with donor support.
If it is to be sustainable, OER must be integrated into the policies and
procedures – as well as the regular budgets – of organizations.
The discussion that has already begun to identify and consider all the
options for sustainability must continue. Models must be articulated,
tested and evaluated, and the lessons learned shared widely.
Sixth priority
Copyright and licensing
Copyright and licensing is an issue that permeates the discussion and debate
on creation and reuse of OER. It is an issue with important implications
for both creators and users, and for their institutions. It might be expected
to move up the agenda of key issues as more and more OER development
takes place.
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Open Educational Resources
NOTES
1. UNESCO. 2002. Forum on the impact of open courseware for higher
education in developing countries: final report. Paris: UNESCO. Retrieved
from http://unesdoc.unesco.org/images/0012/001285/128515e.pdf.
2. UNESCO. 2005. Towards knowledge societies. UNESCO world report.
Paris: UNESCO, p.5. Retrieved from http://unesdoc.unesco.org/
images/0014/001418/141843e.pdf.
3. OECD. 2007. Giving knowledge for free: the emergence of Open
Educational Resources. Paris: OECD, p.40. Retrieved from http://www.
oecdbookshop.org/oecd/display.asp?SF1=DI&CID=&LANG=EN&ST1=5
L4S6TNG3F9X|.
4. National Knowledge Commission Working Group on Open and Distance
Education. 2007. Report of the working group on Open Access and Open
Educational Resources. New Delhi: National Knowledge Commission,
Government of India, p.3. Retrieved from http://knowledgecommission.
gov.in/downloads/documents/wg_open_course.pdf.
5. All background documents and discussion reports are available on the
IIEP website and wiki, http://www.unesco.org/iiep/virtualuniversity/
forums.php and http://oerwiki.iiep-unesco.org.
6. Weighted by priority assigned by respondent, that is an issue ranked
as first priority was weighted 5, second priority as 4, third as 3, fourth
as 2 and fifth as 1.
7. Developed and developing country classifications are taken from the
UNESCO Institute for Statistics Global education digest 2006, http://
www.uis.unesco.org/TEMPLATE/pdf/ged/2006/GED2006.pdf.
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APPENDIX 1. Classification of priority issues for
promoting the OER movement
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Open Educational Resources
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APPENDIX 2. Issues ranked by order of
priority: regional breakdowns
Western Europe North America
No. of respondents = 97 No. of respondents = 72
1 Awareness raising 1 Communities
2 Communities 2 Awareness raising
3 Sustainability 3 Sustainability
4 Copyright 4 Capacity development
5 Quality assurance 5 Quality assurance
6 Accessibility 6 Financing
7 Learning support services 7 Copyright
8 Capacity development 8 Research
8 Financing 9 Standards
10 Standards 10 Accessibility
11 Policies 11 Learning support services
12 Technology tools 12 Technology tools
13 Research 12 Assessment of learning
14 Assessment of learning 14 Policies
15 Other 15 Other
Note: Issues in shaded boxes were identified as priorities by more than half of the
respondents in the region.
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Open Educational Resources
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Arab States
No. of respondents = 8
1 Technology tools
2 Awareness raising
3 Capacity development
4 Communities
5 Quality assurance
5 Standards
5 Learning support services
8 Research
8 Financing
10 Accessibility
11 Assessment of learning
12 Sustainability
13 Policies
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Open Educational Resources
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Professional 1 Assessment of learning 56
and academic 2 Awareness raising and promotion 55
associations 3 Communities and networking 54
Technology - Technology tools 73
companies
Foundations or - Financing 71
other grant-making
organizations
Higher education - Financing 56
funding bodies
Regional or local - Policies 54
government
Publishing and - Copyright 52
media companies
Regulatory and - Quality assurance 51
accreditation bodies
Non-Governmental - Awareness raising 51
Organizations
Note: The order of the issues in the table relates to the number of times that the stakeholder
was selected for each issue – only issues that were assigned to a stakeholder by more
than half of the respondents are shown. The percentages are indicative of the degree of
consensus that a certain issue should be taken up by a certain stakeholder.
26
International Institute
for Educational Planning