Published on March 12, 2014
Overview of the ROER4D project CILT Brown Bag session Cheryl Hodgkinson-Williams with Rondine Carstens, Tess Cartmill, Glenda Cox, Thomas King, TinaShe Makwande, Henry Trotter, Sukaina Walji 6 March 2014 Centre for Innovation in Learning and Teaching, University of Cape Town 9 December 2013
Research on Open Educational Resources (OER) for Development in the Global South
Proposal Process – Call • Jul 2012: Targeted by Planning Group 1st round • Oct 2012: Proposals submitted & evaluated by the Planning Group 2nd round • Jan 2013: Invited to present at F-2-F meeting in Jakarta Proposal • May 2013: Submit proposal to IDRC Grant • Aug 2013: IDRC awards grant with additional funding from OSF and DFID.
Funding: International Development Research Centre, Open Society Foundation & Department for International Development 3 year project (27 Aug 2013 - 27 Aug 2016 with an extension to Feb 2017) CAD 2.4 million 3 Regions South America Sub-Saharan Africa South East Asia 12 projects in 7 clusters IDRC OSF DFID
Research on Open Educational Resources (OER) for Development in the Global South In what ways, and under what circumstances can the adoption of OER address the increasing demand for accessible, relevant, high-quality and affordable education and what is its impact in the Global South?
Sub-Project 1: OER Desktop Review Mariana Eguren (Lima, Peru) * 4 countries Jenny Louw (Johannesburg, South Africa) * 4 countries Prof Raj Dhanarajan (Penang, Malaysia) * 4 countries Prof Patricia Arinto (Manila, Philippines) DPI, Mentor, AG AG = Advisory Group PI = Principal Investigator DPI = Deputy Investigator
Sub-Project 2: OER Survey Prof Jose Dutra (Sao Paulo, Brazil) * 3 countries, * 12 institutions Prof Daryono (Jakarta, Indonesia) * 3 countries, * 12 institutions Dr George Sciadas (Ottawa, Canada) Statistician Judith Pete (Nairobi, Kenya) * 3 countries, * 12 institutions Prof Stavros Xanthopoylos (FGV, Rio, Brazil) Mentor, AG
Sub-Project 3 & 4: Academics’ adoption of OER Prof Sanjaya Mishra (New Delhi, India) * 4 institutions Glenda Cox & Henry Trotter (Cape Town, South Africa) * 3 institutions Prof Cheryl Hodgkinson- Williams (Cape Town, South Africa) PI, Mentor, AG
Sub-Project 5,6 & 7: Teacher educators’ adoption of OER Prof Mohan Menon (Penang, Malaysia) Guru Kasinathan (Bangalore, India)Pilar Saenz (Bogota, Colombia) Dr Savithri Singh (New Delhi, India) Mentor, AG
Sub-Project 8: OER adoption in one country Batbold Zagdragchaa (Ulaanbaatar, Mongolia) Dr David Porter (BCampus, Canada) Mentor
Sub-Project 9 & 10: OER Impact Studies – DFID Werner Westermann (Santiago, Chile) * 1 country Maria Ng PI – OER Impact (Singapore) * 10 projects Wawasan Open University (Call for proposals still due) Prof Fred Mulder (Netherlands) Mentor, AG
Sub-Project 11 & 12: Educational Expenditure – OSF Carolina Botero (Bogota, Colombia) Rebecca Pursell (SAIDE) (Johannesburg, South Africa) Carolina Rossini (Brazil/USA) Mentor, AG
Network Team Prof Cheryl Hodgkinson-Williams Tess Cartmill Henry Trotter Thomas King University of Cape Town, South Africa) Maria Ng (Singapore) Prof Patricia Arinto (Manila, Philippines)
ROER4D Objectives 1. Build an empirical knowledge base on the use and impact of OER in education
Research into the Social and Cultural acceptability of Open Educational Resources (OER) in the Global South (South Africa) Glenda Cox Lecturer, Centre for Innovation in Learning and Teaching (CILT), University of Cape Town Henry Trotter Researcher, CILT
Research question/questions Why do people share or refuse to share OER and what are the conditions under which OER, sharing and use, would be considered socially and culturally acceptable?
1) UCT: Residential, urban, medium- size, research intense, collegial 2) UNISA: Distance, dispersed, large, teaching-focused, managerial 3) Fort Hare: Residential, rural, teaching- focused, no OER directory Institutional Partners in South Africa
Collaboration with India Survey (part of Sub Project 2) Same study: survey, workshops and interviews conducted in comparable institutions in India Workshops in each institution, introducing OER, Copyright and how to adapt teaching materials Interviews and/or focus groups with workshop participants (6-8 individuals).
Outcomes Links to advocacy work around UCT OpenContent Similar topic to my PhD International collaboration
ROER4D Objectives 1. Build an empirical knowledge base on the use and impact of OER in education 2. Develop the capacity of OER researchers
Research capacitation through question harmonisation 4 goals: • Harmonise our research questions, where possible, with that of other OER studies • Harmonise our research questions, where possible, across our 12 projects • Use this QH process to build the research capacity of our sub-project researchers and research associates • Provide a model of best practices for other research for development projects concerning QH
1. Cheryl consulted 9 major OER surveys to help develop our own questions
2. Henry consulted other OER studies and compared numerous proposed questions
3. We discussed question options, chose the best & recorded the rationale for our decision
4. Shared Qs with researchers, also showing how they would appear in survey form
5. Will connect with researchers online to discuss and finalise Q harmonisation
ROER4D Objectives 1. Build an empirical knowledge base on the use and impact of OER in education 2. Develop the capacity of OER researchers 3. Build a network of OER scholars
Build Network of OER scholars Brief report on the 1st research workshop in Cape Town 9-13 Dec 2013 Tess Cartmill ROER4D Project Manager
1st ROER4D Research Workshop
1st ROER4D Research Workshop 5 day workshop Stayed at City Lodge, V&A Waterfront, Cape Town Met at Pavillion, V&A Waterfront, Cape Town Needed to be close to 2 other conferences GO-GN, Global Network of OER PhD students and mentors Global Congress – Intellectual Property – Creative Commons About 30 people, comprising of advisory group, some consultants, lead researchers and some additional researchers From: Colombia, Chile, Brazil, South Africa, Kenya, India, Mongolia, Malaysia, Indonesia, Singapore, Philippines, Netherlands, USA, Canada
1st ROER4D Research Workshop cont. Advisory Group meetings held at start and finish Activities and discussions: • Introductions all round, getting to know each other • Research questions and research methodologies - getting to know how best to go about the various research projects - mentors and groups of researchers • Quantitative data analysis – expert consultant • Qualitative data analysis - gender analyst consultant • Many joined Global Congress on 2nd last morning
1st ROER4D Research Workshop cont. Good tea breaks and lunches for informal discussions Evenings at Waterfront to shop and dine – freely or with others Trip up Table Mountain – joined by GO-GN group Final dinner at Groot Constantia, also with GO-GN group The first of 3 workshops for the wide-spread research team
ROER4D Objectives 1. Build an empirical knowledge base on the use and impact of OER in education 2. Develop the capacity of OER researchers 3. Build a network of OER scholars 4. Curate and communicate research to inform education policy and practice
Curate research Thomas King
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
Sharing in Social Science Research Why share? • Replication • Verification • Extension • And because it encourages good research practise. How do I share? • It’s gotta be (properly) open • It’s gotta be (properly) findable • It’s gotta be (relatively easily) understandable • It’s gotta be … No, seriously, HOW do I share? • Subject repositories, institutional repositories, open repositories… But these decisions can’t be made after completion of research
Data Planning in Open Social Research Planning Performing Preservation The demands of open sharing require the performance of open research which requires appropriate open planning. Or, in lay terms: “I want to share the products of my research openly. So I have to ask participants if I can share what they say openly. So I need to: 1. Make sure I know who owns the data. 2. Make sure I make provision on my consent forms. 3. Make sure I make provisions for storage. 4. Make sure I know what I want to publish, and when. 5. Make sure I make the data findable after publication. 6. Make sure the data is in accessible formats and contains sufficient granularity.
Data Sharing in the Social Sciences Inter-University Consortium for Political and Social Research (ICPSR) Data Format Metadata Storage and Backup Security/ confidentiality/ anonymity Intellectual property rights Audience … and many, many more. DATA PLAN
Communicate research Sukaina Walji
ROER4D Communication and Evaluation Ricardo Ramirez Dal Brodhead Wendy Quarry (IDRC DECI-2 Project) Julius Nyangaga (Kenya) Charles Dhewa (Zimbabwe) Mthunzi Nxawe Sukaina Walji (South Africa)
ROER4D Communications Communications to support ongoing operations of the project. Communicate the research – both process and outputs. Communicate research openly. Supported by another IDRC-funded project DECI-2 to support, mentor and develop Research Communications aka #ResCom We are part of THEIR RESEARCH
ROER4D Process of developing communications strategy – 12 steps
ROER4D Process of developing communications strategy Developing a communications strategy with DECI-2 team at Feb 2014 workshop
ROER4D Defining purposes, objectives, methods and media already using Purpose Media
ROER4D Clarifying audiences and matching purpose and media Media Audience Purpose
ROER4D Communications Draft Communications Strategy available at: http://goo.gl/qR16KY Also documenting the process Will be evaluating the research communication Formulating specific questions
Current communication - Vula Use our UCT Learning Management System (Vula = “Open” in isiXhosa and is built on open-source software – Sakai) as a project site for: Internal communication Announcements – general info Email - email@example.com Research questions Curation of documents Internal outputs – presentations from workshops Resources – readings, articles, reports, briefings Internal Network & Sub-projects External Links to specified documents
Current communication - Website http://roer4d.org/new/
Current Communication – Slideshare http://www.slideshare.net/ROER4 D Internal Network & Sub-projects External
Current Communication – Twitter Internal Network & Sub-projects External
Evaluate research Cheryl Hodgkinson-Williams on behalf of Mthunzi Nxawe
Utilization Focused Evaluation http://evaluationandcommunicationinpractice.ca/
Questions & queries?
Written by Cheryl Hodgkinson-Williams firstname.lastname@example.org in 2013 and adapted in 2014 by Tess Cartmill, Glenda Cox, Thomas King, Henry Trotter and Sukaina Walji Graphics by Rondine Carstens email@example.com
This work is licensed under a Creative Commons Attribution 4.0 International License. Website: www.roer4d.org Contact author: firstname.lastname@example.org Follow us: http://twitter.com/roer4D Presentations: www.slideshare.com/roer4D
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