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Anna Gruszczynska

                          Accessibility issues in the context of C-SAP OER2 cascade project


Contents
Accessibility issues in the context of C-SAP OER2 cascade project ..................................................................1
   Overview of UK Open Educational Resources programme...........................................................................1
First issue: Communities of practice.................................................................................................................2
Second issue: Accessibility experts and novices...............................................................................................3
Third issue: Incentives for developing accessible practice................................................................................5
Interplay of three issues in the context of UK OER programme.......................................................................6
   Accessibility expertise in the context of UK OER programme ......................................................................6
   Channelling the communities of practice framework to develop OER expertise..........................................9
   Incentives for embracing accessibility in the context of OERs....................................................................11
Conclusion and recommendations.................................................................................................................12
References......................................................................................................................................................12



Introduction

This paper has been adapted from an assignment submitted as part of Open University H810
course “Accessible online learning: supporting disabled students” focuses on three issues taken up
by Seale (2006) in her book “E-Learning and Disability in Higher Education”. These issues are
discussed in the context of my professional involvement in the UK-based Open Educational
Resources (OER – I will be using this acronym as appropriate throughout the text) programme. The
issues identified are as follows: the relevance of communities of practice framework for
supporting accessibility in the context of OER programme, the transition of novice to expert and in
particular the related concept of accessibility “expertise” and finally the incentives for embedding
accessible practice. I will start by providing a brief description of the UK OER programme and will
then introduce Seale’s approach to the three issues at hand, locating them within relevant
academic literature. I will then move on to a more detailed discussion of ways in which these three
issues impact on my own practice as well as ways in which they are connected. I will also explore
some of the potential tensions and contradictions. I will conclude by suggesting any relevant
recommendations stemming from my discussion of these three issues.

Overview of UK Open Educational Resources programme
The UK-wide OER programme was launched in April 2009 as collaboration between the Higher
Education Academy and Joint Information Systems Committee (JISC), with funds provided by the
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Higher Education Funding Council for England (HEFCE). This funding enables UK-based Higher
Education Institutions to explore cultural, technical and pedagogical issues involved in the OER
development, discovery and use (JISC, 2010), where the definition of OERs adopted by the
programme is as follows:

      …teaching and learning materials (…) freely available online for everyone to use, whether
      you are an instructor, student or self-learner (…) [these] resources [are] contained in digital
      media collections from around the world (JISC/HEA, 2010).

In the pilot phase (2009 - 2010) 29 OER projects were supported, and in the second phase (2010 -
2011), which runs from September 2010 to August 2011, a further 23 projects are being supported
to build on and expand the work of the pilot phase around the release of OER material (Rolfe,
2011). I have been involved in both phases of the OER programme as a researcher on projects
undertaken by the Subject Centre for Sociology, Anthropology and Politics (“Evaluating the Practice
of Opening up Resources for Learning and Teaching in the Social Sciences” in the pilot phase and
two projects in the second phase: “Cascading Social Science Open Educational Resources” and
“Discovering Collections of Social Science Open Educational Resources”).


First issue: Communities of practice
The first issue to be covered in this paper is the adoption of the Communities of Practice (CoP)
framework for analysing accessible e-Learning practice (Seale 2006). I will then focus on the
potential relevance of this framework for embedding accessibility within the OER programme.

In her work, Seale relies on Wenger's definition where a community of practice is defined as “a
group that coheres through ‘mutual engagement’ on an ‘indigenous’ (or appropriated) enterprise,
and creating a common repertoire” (Wenger, 1998:125–126). Seale argues that within this
framework, accessibility could be viewed as a “shared enterprise” between different stakeholders,
whom she identifies as students, lecturers, learning technologists, student support services, staff
developers and senior managers. All these stakeholders are jointly involved (to a varying extent) in
re-negotiating meanings of accessible e-learning experience and developing accessible e-learning
material. They also share a similar institutional context and artefacts produced within that context,
including legislation and guidelines as well as a sense of a shared history through engagement in
debates related to legislative changes such as the introduction of SENDA (Special Educational
Needs and Disability Act 2001 UK).

In terms of possible synergies between the CoP framework and the OER movement, Yuan et al.
argue that building and enhancing existing communities of practice is becoming an important
theme in OER initiatives (Yuan et al., 2008). On a related note, Burgos and Ramirez discuss the
advantages of taking the CoP framework as a starting point to developing OER initiatives in Latin
American context, where this framework allowed for better sharing of experiences of all partners
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involved in the project (Burgos and Ramirez, 2010). I will argue later on that there is a similar
process underway in the context of UK-based OER initiatives, where multiple stakeholders involved
in the programme are choosing to identify as communities of practice (see for instance Chin, 2010;
Tiedau, 2010). Koohang and Harman argue that “promoting communities of practice is vital to the
health and sustainability of OERs”, especially when it comes to long-term maintenance of OERs
once the project funding runs out (Koohang and Harman, 2007:541). As I will discuss later, these
financial concerns are also relevant when it comes to accessibility-related issues in the context of
UK OER programme. Finally, by definition, members of a community of practice have an interest in
interest in the creation or sharing of knowledge (Baily and Hendrickson, 2004). This notion is
related to the second issue that I plan to discuss in this paper, namely the creation of accessibility
knowledge and expertise in the context of open educational resources.


Second issue: Accessibility experts and novices
The second issue to be covered in this paper focuses on Seale’s understanding of the transition
from “novice” to “expert” with regard to accessible e-learning practice. I am particularly interested
in the often contradictory constructions of “expertise” in the context of OER-related practice and
want to extend that discussion to exploring accessibility issues pertinent to OERs.
In her development of a framework for the transition from an accessibility “novice” to an “expert”,
Seale draws on Activity Theory (Seale, 2006). Within that framework, novices in an activity system
should in time move on to becoming skilled performers who are capable of creating accessible
learning materials. At the same time, Seale points out that despite this assumption, some experts
within the accessible e-learning community view certain actions (such as for instance auditing a
website) as too complicated to be grasped by novices, because the tasks might require high-level
technical skills or specialised knowledge. She goes on to ask whether “novices really become
experts when even the experts struggle” (Seale, 2006:168). As solution to that dilemma, proposes
to develop a classification of actions according to their difficulty; complete with suggestions of
“the best person for the job”, where the expertise would be strongly linked to one’s professional
position (Seale, 2006:168). That is, she suggests that learning technologists would be best placed
as accessibility experts. Overall, Seale embeds accessibility expertise within an institutional
framework and suggests that the skills differentiating experts from the novices consist in the ability
to interpret and apply relevant tools and guidelines.

The notion of “expertise” as such is not problematized in the context of the UK OER programme;
nevertheless, the concept is fundamental to the funding model. After all, an entire funding strand
is devoted to cascading expertise developed in the pilot phase, where projects are funded to
contextualise key OER lessons learnt as well as test and transfer OER models (JISC, 2011). Within
that institutional context, an OER expert could be defined as anyone with prior formal involvement
in the OER programme either as a member of the project team or a participating academic

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institution. These experts have been involved in developing toolkits and guidelines addressing
issues involved in either creating OER material from scratch or turning a pre-existing resource into
an OER. These issues might include but are not limited to copyright, intellectual property,
formatting or metadata; by extension that could also include accessibility considerations (Taylor,
2010).

At the same time, while a group of experts with considerable OER-related expertise has emerged
in the context of UK OER programme, not to mention in the context of the wider, international OER
movement (ccLearn, 2009); there is a parallel trend where OERs are positioned within a paradigm
that blurs novice-expert relationships. After all, the existing toolkits developed in the context of
the pilot phase emphasise that OER creation is a skill that can be easily mastered and within reach
of all academic faculty (Thomson, 2010). Secondly, the digital technologies used to produce OERs
are relatively freely available, such as presentation software or text editors (anecdotal evidence
from my involvement on the project suggests that these two formats are most often adopted for
producing OERs). Furthermore, the skills involved in OER creation are positioned as within reach of
not only academic staff but also students. For instance, the researchers on the ChemistryFM
project at University of Lincoln put forward the idea of a more collaborative approach to teaching
and learning where students were encouraged to co-create OERs with staff (Winn, 2010).

Thus OERs can be positioned as challenging traditionally the traditionally understood notion of
expertise, and fundamentally changing the relationship between students and their institutions as
sources of expertise (Ferreira, 2009). At the same time, the vision of a world where everyone has
equal access to content creation tools as well as relevant skills to apply these tools to producing
and repurposing OERs, is quite naïve. Importantly, it assumes that the experience of privileged few
(predominantly English speaking, with a degree of formal education and unlimited access to latest
technology and high-speed bandwidth etc.) is universal. Furthermore, it fails to acknowledge the
barriers experienced by students with disabilities whose access to online teaching resources can be
problematic. These problems might stem from poor design of the resource, its incompatibility with
assistive technology or a more systemic lack of time to work online because so much of the
student’s time is devoted to coping with disability-related issues (Seale et al., 2008).

Regardless of the model adopted for the concept of accessibility-related expertise, further
questions remain about mechanisms of reward and recognition for transitioning from being an
accessibility novice to an expert. Thus, I will now move on to introduce the issue of incentives for
embracing accessible e-learning practice.




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Third issue: Incentives for developing accessible practice
The third issue to be covered in this paper focuses on the barriers and enablers to developing an
accessible practice. I am particularly keen to explore factors which might motivate OER creators
and re-users to embed accessibility within their teaching materials.
Seale introduces two kinds of incentives for developing accessible e-learning, the business case
rationale and a human rights framework. In terms of the business case, she points to arguments of
scholars such as North (1993) that organisations will be more likely to invest in developing
accessibility-related infrastructure, skills and knowledge if they believe this will increase their
competitiveness on the market (Seale, 2006). In the context of recent changes in UK higher
education funding and the perspective of trebling education fees (Stratton, 2010), institutions
might have to compete for their students. Thus, perhaps one of the ways to create a marketable
niche would be to develop a reputation as an university which puts a premium on accessible e-
learning in order to bring in new customers and/or avoid excluding existing ones (Jacobs, 2005).
Furthermore, Seale mentions the work of authors such as Sloan et al. (2000) who point to the
potentially global market share of customers with disabilities and once again, in the future UK
higher institutions might seek to market themselves as institutions particularly well suited to
accommodate international students with disabilities. Seale argues that the business case for
developing accessibility seems to be stronger than when accessibility is framed solely in terms of
human rights or civil rights issues, adding that “justice and rights on their own do not appear to be
powerful enough reasons for most organizations to change their practices” (Seale, 2006:146).
While I have not been able to identify academic literature exploring specifically the incentives for
creating accessible OERs, some parallels can be drawn from the discussions on barriers and
enablers for open education. As Littlejohn et al. point out, many of the UK OER pilot programme
projects had to devote substantial time and effort explaining the benefits of OER release both to
individual academics and their institutions (Littlejohn et al., 2010a). The business case for Open
Educational resources assumes that these materials will allow the institution to showcase high
quality teaching resources and thus potentially increase its reputation on an international scale
(Nikoi 2010). Other institutional benefits might include a more cost-efficient approach to producing
teaching materials, as staff would no longer have to duplicate teaching resources but instead could
share them effectively across different departments, especially when it comes to more generic
resources such as study skills or research methods (Littlejohn et al., 2010b). At the same time,
some academics do express concerns that OERs meant giving knowledge “away for free” and that
engaging in the OER programme could possibly weaken the institutional distance education
degrees and even more worryingly, undermine the unique nature of individual universities (Nikoi,
2010). In light of these concerns, it would be understandable that institutions might be reluctant to
invest additional resources to ensure that any OERs produced meet relevant accessibility
requirements. I will address that concern further when I discuss the relevance of this issue to my
professional practice.
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Further incentives are embedded within the ethos of open education, where OERs are seen as a
way of reaching out to students who for a number of reasons have been excluded from or find it
problematic to access mainstream and formal educational institutions (Lane, 2008). By definition,
OERs are free at point of access and thus might be a way addressing gaps within the curriculum
where local infrastructure does not allow to create and/or deliver courses which are needed
(Altbach et al., 2009). Thus, if OERs are designed to empower students and help them overcome
barriers to education, by extension, these teaching resources should be free of barriers in the
realm of accessibility. However, the rhetoric of open education does not mean that there are no
barriers in terms of access to OERs (Wilson, 2008), some of which I already touched upon earlier
when discussing the models of OER expertise. Finally, related to Seale’s discussion of the human
rights framework as an often inadequate incentive to developing accessible e-learning practice, the
ethos of openness might prove insufficient to sustain accessible e-learning practice and relegate it
to the realm of good intentions only.


Interplay of three issues in the context of UK OER programme
The remainder of this paper will focus on the ways in which the three issues identified above – that
is, the relevance of the communities of practice framework, accessibility-related expertise and the
incentives for developing accessible practice - are manifested in the context of the UK OER
programme. I will also focus on connections as well as contradictions between these issues as well
as ways in which they impact on my practice, drawing mostly on examples from my involvement in
the project, as well as relevant examples from the wider, international OER movement.

Accessibility expertise in the context of UK OER programme

In the context of the UK OER programme, accessibility issues are mentioned already within the
funding call for the pilot phase, where it is stated that:

       [A]ll resources including the project web site [should] meet good practice standards and
       guidelines pertaining to the media in which they are produced, for example HTML
       resources should be produced to W3C html 4.01 strict (http://www.w3.org/TR/1999/REC-
       html401-19991224/) and use W3C WAI guidelines to double A conformance
       (http://www.w3.org/WAI/WCAG1AA-Conformance). Further advice and guidance is
       available from the JISC TechDis Service (HEA/JISC, 2008).

The funding call for the second phase repeats the above message more or less verbatim and so
from the very beginning, there is an emphasis within the programme on accessibility standards as
well as an indication of where any necessary guidance, and by implications relevant experts, can
be found. At the same time, it is quite telling that accessibility is not explicitly mentioned within
the OER Programme Technical Requirements which focus on content, metadata and delivery
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platform standards (Campbell, 2009). Neither are accessibility issues addressed with regard to
depositing resources into JorumOpen, even though it is mandatory for all the projects to use this
particular platform (the use of other repositories is optional). Even more worryingly, according to
the information released by the JorumOpen support team, the repository platform interface has
not been tested for any accessibility standards (Siminson, 2010). This is an issue of concern as past
the point of the deposit into a repository, the creator/depositor of the resource is no longer in
control of the environment in which the resource is downloaded, re-used or re-purposed. Thus,
even though the resource might have been designed in a way which meets best practice guidelines
with regard to accessibility requirements, it will essentially become inaccessible if deposited into a
repository which fails to meet accessibility standards.

Interestingly enough, accessibility issues do get mentioned in documents created after completion
of the pilot phase of the programme, and I will now discuss pilot phase project reports as well as
the OER infokit which pulls together lessons learnt from those pilot projects. I will specifically focus
on what those documents say about the notion of expertise as well as what can be gleaned from
them with regard to possible incentives to developing accessible OERs.

Overall, within the pilot programme accessibility was positioned within the realm of good
intentions which were frequently thwarted by lack of necessary resources in terms of staff time or
project funding. A number of projects implied that producing fully accessible resources – which
would involve for instance providing transcripts for video material deposited into JorumOpen- was
financially beyond their reach (Pearce, 2010; Savoia, 2010). It is not clear from these reports at
which point in the workflow accessibility issues came into play – was accessibility ever a concern at
the outset of the project or was it merely an afterthought once the resources were pretty much
ready to be deposited into JorumOpen? On a related note, one of the key messages of the pilot
programme which kept recurring throughout the final reports but also general guidance materials
produced in the context of the programme was that retrofitting was to be avoided. Openness as an
afterthought was costly and time consuming and so designing with openness from the very
beginning was much preferable (Littlejohn et al., 2010c). By extension, embedding accessibility
within the process of repurposing OERs at the start of the projects most certainly would have
helped cut the costs down, and I believe that this is where the need for OER-specific guidance and
expertise is perhaps most urgent.

Accessibility issues are also addressed within the OER infokit, a wiki-based resource produced on
the basis of pilot phase project outputs (JISC/HEA, 2010). The infokit reflects once again problems
connected with lack of OER-specific guidance and the construction of accessibility expertise as
equivalent to access to relevant guidelines. Anyone attempting to use the infokit will first be
presented with a tag cloud representing various issues of relevance to the programme (for instance
standards, licensing, terminology etc.). The words within the cloud are of different sizes, for

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instance the key stakeholders “jisc” (i.e. Joint Information Systems Committee) and “academy” (i.e.
Higher Education Academy) are in much larger font than the surrounding words. Interestingly
enough, accessibility is one of the words represented in larger font size, perhaps to symbolise its
importance to the programme. The actual content, however, is quite disappointing as the users are
only presented with links to accessibility guidance and a generic statement claiming that
“individuals and, in particular, institutions releasing OER material need to be aware of relevant
accessibility issues, which should be a consideration at the very start of the design process”
(Belshaw, 2010). There is no mention, however, of how that statement could be translated into
actual practice and how to gain the necessary skills and knowledge to reach a more advanced level
of accessibility awareness.

There is an implicit expectation, though, that these skills could be gained by following the offered
links to JISC TechDis guidance to best practices in creating accessible teaching materials as well as
the Xerte Online Toolkit, an Open Source content creation tool that enables non-technical staff to
create teaching resources with high levels of accessibility built in. Within this particular approach
to developing accessibility-related expertise, “novices” coming to the wiki are signposted to a
collection of links and are expected not only to familiarise themselves with the information
contained there but also act upon it. I find this approach deeply problematic on the basis of my
experiences of providing support to partners involved in the OER projects. in that context, I have
dealt with queries from quite often senior academics who would struggle with rather simple tasks
such as opening a zipped file when downloading materials from JorumOpen or using slightly more
advanced functionality of the Office suite. It is quite a leap to assume that the same partners
would be capable of acting on information contained in the above-mentioned accessibility
guidelines and interpreting it in light of issues raised by OERs. Seale stresses herself that merely
offering links is not an adequate solution as the instructions for developing accessible materials
can be quite complex and time-consuming (Seale, 2008) and time is precisely what the academics
do not have in great abundance. In fact, one of the main complaints coming from the academic
partners formally involved in the OER programme was the lack of time to devote to the projects,
and so it would be unrealistic to expect them to spend time following links to accessibility
guidelines and figuring out on their own how to make their teaching resources more accessible.
One of the ways to tackle that problem would be to promote more widely tools such as the
Accessibility Passport which would allow time-poor academics could save time while creating
accessible OERs. Importantly, the Accessibility Passport is self-contained, freely available and
portable, since the link to it is carried within the learning resource and so would be clearly
identifiable to any re-users of the resource. Rather than make creators of the resource follow a
rigid checklist, the Passport is an interactive tool which offers feedback to the creators of learning
resources on the effectiveness and inclusivity of their materials.



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I will now discuss a recent change to the OER programme in terms of provision of accessibility
support, as recently the programme management have created a new role of a dedicated
accessibility advisor. I will draw on the communication from the accessibility advisor to the project
teams in order to demonstrate attempts at embedding accessibility expertise within the
communities of practice framework, thus demonstrating further interplays of issues identified in
the context of this paper.

Channelling the communities of practice framework to develop OER expertise
The brief of the JISC TechDis advisor is to provide co-ordinated support for the projects and one of
the ways in which that will happen is through workshops at programme-wide meetings.
Unfortunately, the first such meeting takes place at the end of January and I am unable to include
any relevant information in this paper; instead, I will rely on e-mail communication between the
advisor and project teams.

On the basis of e-mails received so far, the approach of the advisor will be to support the projects
to make the outputs as accessible as possible with a ‘reasonable adjustments’ approach, so that
accessible practice becomes forethought rather than an afterthought and potentially expensive
retrofitting is avoided. As I have discussed earlier, this is well within the recommendations from the
pilot phase. I will argue, though, that the approach of the current advisor contains a novel element
whereby accessibility expertise will emerge through the CoP framework, as demonstrated by the
following quote:

       I would like to compile a separate “story” of accessibility issues raised and tackled by each
       project to feed back into the final reporting processes as we go (...). With this in mind I
       would initially recommend that when you update the programme through your personal /
       project blogs, please use the tags “accessibility” + “ukoer” (and similar hashtags in twitter;
       #accessibility + #ukoer) to enable me to gather them. I would like you to add me to your
       social networks and share experience back to the OER programme (McAndrew, 2010).

This email message draws attention to the widespread use of social networking tools by the
projects and the multi-faceted ways in which project teams disseminate information about their
progress. For instance, my own project duties include writing two blogs for each of the second
phase project, maintaining project wikis as well as dedicated Twitter, slideshare and delicious
accounts. The use of Web2.0 tools goes beyond merely sending out information about events and
blogging posts about project milestones, though. I believe there is a palpable sense of an engaged
community which incorporates all project teams involved within the programme, interested
scholars, bloggers and consultants and to an extent the wider international OER community. As
mentioned earlier, the use of the CoP term is widespread by those involved in the UK OER
programme. The term is applied to embrace a very diverse body of stakeholders from different
backgrounds (higher/further education institutions, subject centres, professional associations, the

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student body) involved in the joint enterprise of developing open educational resources and
exploring the meanings of openness (Chin, 2010; Tiedau, 2010).

The fact that the accessibility advisor is making references to the use of Web 2.0 tools by project
teams is also significant in terms of the reification process, since as Wenger (1998) emphasized,
different forms of reification at the organizational level help sustain the energy and help build the
collective sense of identity as a group. Lee et al., writing about a volunteer community of
translators who formed around an OpenCourseWare education initiative, argue that the electronic
forum that the group used offered a space for sharing ideas and providing mutual support and
thus served as a channel of reification (Lee et al., 2007). This way, the wider web-based community
formed around the OER programme might help support enthusiasm about open education.
Potentially, it might also incentivise project teams to embrace a higher awareness of accessibility
and convince them to work towards higher levels of expertise.

Furthermore, Schwen and Hara mention that communities of practice foster the articulation of
“everyday problems of dilemmas of practice” (Schwen and Hara, 2003:167). This is precisely how I
have attempted to share some of my own professional dilemmas related to producing accessible
and open teaching resources. For instance, I used a revised version of my first assignment on the
H810 course as a basis for a blog post on accessibility issues relevant to the OER programme
(Gruszczynska, 2010) and also relied on Twitter to publicise that post. I will similarly adapt and
openly publish (that is, under a Creative Commons license) my second course assignment
showcasing the process of making an OER accessible; finally, I plan to do re-use this assignment to
hopefully contribute to the development of accessibility-related OER expertise. In particular, I
believe that posting my account of developing an accessible online resource will address some of
the gaps with regard to lack of OER-specific guidance. Furthermore, as Seale (2006) notes, among
the artefacts produced by e-learning experts it is really rare to find actual examples of accessible
resources and so ideally, as a long-term project I would be interested in convincing other
participants on the course to share their own accounts of creating accessible learning resources as
OERs. Importantly, these case studies could help accommodate the diverse needs of OER “novices”
searching for OER-specific accessibility guidance. That is, in the context of my involvement with the
OER programme I am dealing with novices who are academics coming to a new emerging
technology. Their needs will be different from lecturers who have no formal involvement in any of
the OER projects but are seeking to broaden their teaching repertoire and are for instance
interested in resources on a particular topic. At the other end of the spectrum there are self-
learners (Attwood, 2009) outside of formal educational institutions who might be interested in
OERs for the purposes of professional development or personal enjoyment. Theoretically, all of
them could go beyond simply accessing OERs from a repository and might be interested in OER
creation, re-use and re-mixing; as I have discussed throughout this paper, accessibility issues are of
paramount concern to these processes. These case studies might also help raise awareness about
the variety of accessibility issues which are inherent to OERs, where the main difficulty seems to
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be that the creator of the resource has to design the material without knowing the context of the
users of the resource. This links with some of the questions I posed earlier, namely, if creating
accessible OERs requires altering existing practice, what are the incentives to implement these
changes?


Incentives for embracing accessibility in the context of OERs

As I have mentioned earlier, OERs in general raise a number of concerns and the idea of open
education can mean going beyond the comfort zone for a number of academics. A significant
proportion of the academics I have worked with were concerned about their materials being only
half-finished and not “good enough” and feared opening themselves to public scrutiny. Others felt
uncomfortable with the idea of giving knowledge “away for free” and in the process undermining
the rationale for their own continued employment. Yet others were anxious about the time-
commitment needed to make the resources truly open. Thus a number of concerns have to be
addressed in order to incentivise academic staff to begin to embrace the idea of open educational
resources. Therefore, even further incentives will be needed to broach the subject of making these
resources fully accessible as that might require an additional investment in terms of time and
financial resources. On the one hand, OERs are embedded within the ethos of open education and
open access, where, as its advocates argue with regard to accessibility “the spirit of Open Access
urges us to remove educational barriers wherever we can” (OpenCourseWare Consortium, n.d.).
On the other hand, I believe that it is not really possible to clearly separate the business case
incentives from incentives based on the ethos of open education as these two are intertwined.

While as discussed before, most OER projects focused on the accessibility cost incurred by the
institution and its academics, in the long-term perspective OERs could actually spread this burden
among many individuals and many institutions. Positive approaches towards accessibility could
easily be shared between creators of open content and its re-users, since OER, by definition, are
amenable to different solutions, engineered by whoever has the appropriate expertise (Bissell,
2009). Since OERs are easily customisable and are released under licenses which allow re-mixing,
re-use and re-purposing (Caswell et al., 2008), the freedom to improve and adapt could be
extended to making materials more accessible. Furthermore there is no need to incur extra
permission costs or pay royalties for adaptations to ensure accessibility (Vollmer, 2010). Finally, the
business case for producing accessible OERs might be helped by the fact that open education is
one of the few areas where funding will continue to be available, since the provision of OERs has
been identified as one of the priority areas for Higher Education Academy (HEA, 2010). Hopefully,
the declarations of continued support for OERs will also include an emphasis on the provision of
accessible teaching resources and the next section will offer some recommendations on making
that happen as well as concluding remarks.

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                                                                                                     11
Conclusion and recommendations
This paper has focused on ways in which the three issues identified in the context of Seale’s (2006)
set book are of relevance to accessible e-learning practice in the context of open educational
resources. I have reflected on the impact of the communities of practice framework, accessibility
expertise and incentives in the context of my professional involvement in the UK OER programme.
On the basis of my discussion, I would like to make the following recommendations:

   -   There is a strong need to produce OER-specific guidelines, including, but not limited to
       accessibility guidance on producing, repurposing and depositing open educational
       resources. Importantly, since the use of the JorumOpen repository platform interface is
       mandated by the UK OER programme, the repository team need to come up with a clear
       statement regarding accessibility standards

   -   Tools such as the Accessibility Passport and the Xerte Online Toolkit should be promoted
       more widely within the OER programme, as they do not require high levels of technical
       expertise. Furthermore, they enable users to create teaching materials where accessibility
       is embedded from the very beginning of the content creation process and so costly
       retrofitting can be avoided

   -    Finally, there is a need to develop case studies showcasing the process of creating
       accessible OERs (including actual model examples of accessible resources) in order to
       illustrate ways in which the needs of diverse types of learners and users of OERs can be
       met. The case studies would help raise awareness about accessible e-learning practice and
       ideally would include recommendations for subject matter experts as well as OER support
       staff.


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Accessibility issues in the context of C-SAP cascade project

  • 1. Anna Gruszczynska Accessibility issues in the context of C-SAP OER2 cascade project Contents Accessibility issues in the context of C-SAP OER2 cascade project ..................................................................1 Overview of UK Open Educational Resources programme...........................................................................1 First issue: Communities of practice.................................................................................................................2 Second issue: Accessibility experts and novices...............................................................................................3 Third issue: Incentives for developing accessible practice................................................................................5 Interplay of three issues in the context of UK OER programme.......................................................................6 Accessibility expertise in the context of UK OER programme ......................................................................6 Channelling the communities of practice framework to develop OER expertise..........................................9 Incentives for embracing accessibility in the context of OERs....................................................................11 Conclusion and recommendations.................................................................................................................12 References......................................................................................................................................................12 Introduction This paper has been adapted from an assignment submitted as part of Open University H810 course “Accessible online learning: supporting disabled students” focuses on three issues taken up by Seale (2006) in her book “E-Learning and Disability in Higher Education”. These issues are discussed in the context of my professional involvement in the UK-based Open Educational Resources (OER – I will be using this acronym as appropriate throughout the text) programme. The issues identified are as follows: the relevance of communities of practice framework for supporting accessibility in the context of OER programme, the transition of novice to expert and in particular the related concept of accessibility “expertise” and finally the incentives for embedding accessible practice. I will start by providing a brief description of the UK OER programme and will then introduce Seale’s approach to the three issues at hand, locating them within relevant academic literature. I will then move on to a more detailed discussion of ways in which these three issues impact on my own practice as well as ways in which they are connected. I will also explore some of the potential tensions and contradictions. I will conclude by suggesting any relevant recommendations stemming from my discussion of these three issues. Overview of UK Open Educational Resources programme The UK-wide OER programme was launched in April 2009 as collaboration between the Higher Education Academy and Joint Information Systems Committee (JISC), with funds provided by the Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 1
  • 2. Higher Education Funding Council for England (HEFCE). This funding enables UK-based Higher Education Institutions to explore cultural, technical and pedagogical issues involved in the OER development, discovery and use (JISC, 2010), where the definition of OERs adopted by the programme is as follows: …teaching and learning materials (…) freely available online for everyone to use, whether you are an instructor, student or self-learner (…) [these] resources [are] contained in digital media collections from around the world (JISC/HEA, 2010). In the pilot phase (2009 - 2010) 29 OER projects were supported, and in the second phase (2010 - 2011), which runs from September 2010 to August 2011, a further 23 projects are being supported to build on and expand the work of the pilot phase around the release of OER material (Rolfe, 2011). I have been involved in both phases of the OER programme as a researcher on projects undertaken by the Subject Centre for Sociology, Anthropology and Politics (“Evaluating the Practice of Opening up Resources for Learning and Teaching in the Social Sciences” in the pilot phase and two projects in the second phase: “Cascading Social Science Open Educational Resources” and “Discovering Collections of Social Science Open Educational Resources”). First issue: Communities of practice The first issue to be covered in this paper is the adoption of the Communities of Practice (CoP) framework for analysing accessible e-Learning practice (Seale 2006). I will then focus on the potential relevance of this framework for embedding accessibility within the OER programme. In her work, Seale relies on Wenger's definition where a community of practice is defined as “a group that coheres through ‘mutual engagement’ on an ‘indigenous’ (or appropriated) enterprise, and creating a common repertoire” (Wenger, 1998:125–126). Seale argues that within this framework, accessibility could be viewed as a “shared enterprise” between different stakeholders, whom she identifies as students, lecturers, learning technologists, student support services, staff developers and senior managers. All these stakeholders are jointly involved (to a varying extent) in re-negotiating meanings of accessible e-learning experience and developing accessible e-learning material. They also share a similar institutional context and artefacts produced within that context, including legislation and guidelines as well as a sense of a shared history through engagement in debates related to legislative changes such as the introduction of SENDA (Special Educational Needs and Disability Act 2001 UK). In terms of possible synergies between the CoP framework and the OER movement, Yuan et al. argue that building and enhancing existing communities of practice is becoming an important theme in OER initiatives (Yuan et al., 2008). On a related note, Burgos and Ramirez discuss the advantages of taking the CoP framework as a starting point to developing OER initiatives in Latin American context, where this framework allowed for better sharing of experiences of all partners Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 2
  • 3. involved in the project (Burgos and Ramirez, 2010). I will argue later on that there is a similar process underway in the context of UK-based OER initiatives, where multiple stakeholders involved in the programme are choosing to identify as communities of practice (see for instance Chin, 2010; Tiedau, 2010). Koohang and Harman argue that “promoting communities of practice is vital to the health and sustainability of OERs”, especially when it comes to long-term maintenance of OERs once the project funding runs out (Koohang and Harman, 2007:541). As I will discuss later, these financial concerns are also relevant when it comes to accessibility-related issues in the context of UK OER programme. Finally, by definition, members of a community of practice have an interest in interest in the creation or sharing of knowledge (Baily and Hendrickson, 2004). This notion is related to the second issue that I plan to discuss in this paper, namely the creation of accessibility knowledge and expertise in the context of open educational resources. Second issue: Accessibility experts and novices The second issue to be covered in this paper focuses on Seale’s understanding of the transition from “novice” to “expert” with regard to accessible e-learning practice. I am particularly interested in the often contradictory constructions of “expertise” in the context of OER-related practice and want to extend that discussion to exploring accessibility issues pertinent to OERs. In her development of a framework for the transition from an accessibility “novice” to an “expert”, Seale draws on Activity Theory (Seale, 2006). Within that framework, novices in an activity system should in time move on to becoming skilled performers who are capable of creating accessible learning materials. At the same time, Seale points out that despite this assumption, some experts within the accessible e-learning community view certain actions (such as for instance auditing a website) as too complicated to be grasped by novices, because the tasks might require high-level technical skills or specialised knowledge. She goes on to ask whether “novices really become experts when even the experts struggle” (Seale, 2006:168). As solution to that dilemma, proposes to develop a classification of actions according to their difficulty; complete with suggestions of “the best person for the job”, where the expertise would be strongly linked to one’s professional position (Seale, 2006:168). That is, she suggests that learning technologists would be best placed as accessibility experts. Overall, Seale embeds accessibility expertise within an institutional framework and suggests that the skills differentiating experts from the novices consist in the ability to interpret and apply relevant tools and guidelines. The notion of “expertise” as such is not problematized in the context of the UK OER programme; nevertheless, the concept is fundamental to the funding model. After all, an entire funding strand is devoted to cascading expertise developed in the pilot phase, where projects are funded to contextualise key OER lessons learnt as well as test and transfer OER models (JISC, 2011). Within that institutional context, an OER expert could be defined as anyone with prior formal involvement in the OER programme either as a member of the project team or a participating academic Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 3
  • 4. institution. These experts have been involved in developing toolkits and guidelines addressing issues involved in either creating OER material from scratch or turning a pre-existing resource into an OER. These issues might include but are not limited to copyright, intellectual property, formatting or metadata; by extension that could also include accessibility considerations (Taylor, 2010). At the same time, while a group of experts with considerable OER-related expertise has emerged in the context of UK OER programme, not to mention in the context of the wider, international OER movement (ccLearn, 2009); there is a parallel trend where OERs are positioned within a paradigm that blurs novice-expert relationships. After all, the existing toolkits developed in the context of the pilot phase emphasise that OER creation is a skill that can be easily mastered and within reach of all academic faculty (Thomson, 2010). Secondly, the digital technologies used to produce OERs are relatively freely available, such as presentation software or text editors (anecdotal evidence from my involvement on the project suggests that these two formats are most often adopted for producing OERs). Furthermore, the skills involved in OER creation are positioned as within reach of not only academic staff but also students. For instance, the researchers on the ChemistryFM project at University of Lincoln put forward the idea of a more collaborative approach to teaching and learning where students were encouraged to co-create OERs with staff (Winn, 2010). Thus OERs can be positioned as challenging traditionally the traditionally understood notion of expertise, and fundamentally changing the relationship between students and their institutions as sources of expertise (Ferreira, 2009). At the same time, the vision of a world where everyone has equal access to content creation tools as well as relevant skills to apply these tools to producing and repurposing OERs, is quite naïve. Importantly, it assumes that the experience of privileged few (predominantly English speaking, with a degree of formal education and unlimited access to latest technology and high-speed bandwidth etc.) is universal. Furthermore, it fails to acknowledge the barriers experienced by students with disabilities whose access to online teaching resources can be problematic. These problems might stem from poor design of the resource, its incompatibility with assistive technology or a more systemic lack of time to work online because so much of the student’s time is devoted to coping with disability-related issues (Seale et al., 2008). Regardless of the model adopted for the concept of accessibility-related expertise, further questions remain about mechanisms of reward and recognition for transitioning from being an accessibility novice to an expert. Thus, I will now move on to introduce the issue of incentives for embracing accessible e-learning practice. Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 4
  • 5. Third issue: Incentives for developing accessible practice The third issue to be covered in this paper focuses on the barriers and enablers to developing an accessible practice. I am particularly keen to explore factors which might motivate OER creators and re-users to embed accessibility within their teaching materials. Seale introduces two kinds of incentives for developing accessible e-learning, the business case rationale and a human rights framework. In terms of the business case, she points to arguments of scholars such as North (1993) that organisations will be more likely to invest in developing accessibility-related infrastructure, skills and knowledge if they believe this will increase their competitiveness on the market (Seale, 2006). In the context of recent changes in UK higher education funding and the perspective of trebling education fees (Stratton, 2010), institutions might have to compete for their students. Thus, perhaps one of the ways to create a marketable niche would be to develop a reputation as an university which puts a premium on accessible e- learning in order to bring in new customers and/or avoid excluding existing ones (Jacobs, 2005). Furthermore, Seale mentions the work of authors such as Sloan et al. (2000) who point to the potentially global market share of customers with disabilities and once again, in the future UK higher institutions might seek to market themselves as institutions particularly well suited to accommodate international students with disabilities. Seale argues that the business case for developing accessibility seems to be stronger than when accessibility is framed solely in terms of human rights or civil rights issues, adding that “justice and rights on their own do not appear to be powerful enough reasons for most organizations to change their practices” (Seale, 2006:146). While I have not been able to identify academic literature exploring specifically the incentives for creating accessible OERs, some parallels can be drawn from the discussions on barriers and enablers for open education. As Littlejohn et al. point out, many of the UK OER pilot programme projects had to devote substantial time and effort explaining the benefits of OER release both to individual academics and their institutions (Littlejohn et al., 2010a). The business case for Open Educational resources assumes that these materials will allow the institution to showcase high quality teaching resources and thus potentially increase its reputation on an international scale (Nikoi 2010). Other institutional benefits might include a more cost-efficient approach to producing teaching materials, as staff would no longer have to duplicate teaching resources but instead could share them effectively across different departments, especially when it comes to more generic resources such as study skills or research methods (Littlejohn et al., 2010b). At the same time, some academics do express concerns that OERs meant giving knowledge “away for free” and that engaging in the OER programme could possibly weaken the institutional distance education degrees and even more worryingly, undermine the unique nature of individual universities (Nikoi, 2010). In light of these concerns, it would be understandable that institutions might be reluctant to invest additional resources to ensure that any OERs produced meet relevant accessibility requirements. I will address that concern further when I discuss the relevance of this issue to my professional practice. Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 5
  • 6. Further incentives are embedded within the ethos of open education, where OERs are seen as a way of reaching out to students who for a number of reasons have been excluded from or find it problematic to access mainstream and formal educational institutions (Lane, 2008). By definition, OERs are free at point of access and thus might be a way addressing gaps within the curriculum where local infrastructure does not allow to create and/or deliver courses which are needed (Altbach et al., 2009). Thus, if OERs are designed to empower students and help them overcome barriers to education, by extension, these teaching resources should be free of barriers in the realm of accessibility. However, the rhetoric of open education does not mean that there are no barriers in terms of access to OERs (Wilson, 2008), some of which I already touched upon earlier when discussing the models of OER expertise. Finally, related to Seale’s discussion of the human rights framework as an often inadequate incentive to developing accessible e-learning practice, the ethos of openness might prove insufficient to sustain accessible e-learning practice and relegate it to the realm of good intentions only. Interplay of three issues in the context of UK OER programme The remainder of this paper will focus on the ways in which the three issues identified above – that is, the relevance of the communities of practice framework, accessibility-related expertise and the incentives for developing accessible practice - are manifested in the context of the UK OER programme. I will also focus on connections as well as contradictions between these issues as well as ways in which they impact on my practice, drawing mostly on examples from my involvement in the project, as well as relevant examples from the wider, international OER movement. Accessibility expertise in the context of UK OER programme In the context of the UK OER programme, accessibility issues are mentioned already within the funding call for the pilot phase, where it is stated that: [A]ll resources including the project web site [should] meet good practice standards and guidelines pertaining to the media in which they are produced, for example HTML resources should be produced to W3C html 4.01 strict (http://www.w3.org/TR/1999/REC- html401-19991224/) and use W3C WAI guidelines to double A conformance (http://www.w3.org/WAI/WCAG1AA-Conformance). Further advice and guidance is available from the JISC TechDis Service (HEA/JISC, 2008). The funding call for the second phase repeats the above message more or less verbatim and so from the very beginning, there is an emphasis within the programme on accessibility standards as well as an indication of where any necessary guidance, and by implications relevant experts, can be found. At the same time, it is quite telling that accessibility is not explicitly mentioned within the OER Programme Technical Requirements which focus on content, metadata and delivery Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 6
  • 7. platform standards (Campbell, 2009). Neither are accessibility issues addressed with regard to depositing resources into JorumOpen, even though it is mandatory for all the projects to use this particular platform (the use of other repositories is optional). Even more worryingly, according to the information released by the JorumOpen support team, the repository platform interface has not been tested for any accessibility standards (Siminson, 2010). This is an issue of concern as past the point of the deposit into a repository, the creator/depositor of the resource is no longer in control of the environment in which the resource is downloaded, re-used or re-purposed. Thus, even though the resource might have been designed in a way which meets best practice guidelines with regard to accessibility requirements, it will essentially become inaccessible if deposited into a repository which fails to meet accessibility standards. Interestingly enough, accessibility issues do get mentioned in documents created after completion of the pilot phase of the programme, and I will now discuss pilot phase project reports as well as the OER infokit which pulls together lessons learnt from those pilot projects. I will specifically focus on what those documents say about the notion of expertise as well as what can be gleaned from them with regard to possible incentives to developing accessible OERs. Overall, within the pilot programme accessibility was positioned within the realm of good intentions which were frequently thwarted by lack of necessary resources in terms of staff time or project funding. A number of projects implied that producing fully accessible resources – which would involve for instance providing transcripts for video material deposited into JorumOpen- was financially beyond their reach (Pearce, 2010; Savoia, 2010). It is not clear from these reports at which point in the workflow accessibility issues came into play – was accessibility ever a concern at the outset of the project or was it merely an afterthought once the resources were pretty much ready to be deposited into JorumOpen? On a related note, one of the key messages of the pilot programme which kept recurring throughout the final reports but also general guidance materials produced in the context of the programme was that retrofitting was to be avoided. Openness as an afterthought was costly and time consuming and so designing with openness from the very beginning was much preferable (Littlejohn et al., 2010c). By extension, embedding accessibility within the process of repurposing OERs at the start of the projects most certainly would have helped cut the costs down, and I believe that this is where the need for OER-specific guidance and expertise is perhaps most urgent. Accessibility issues are also addressed within the OER infokit, a wiki-based resource produced on the basis of pilot phase project outputs (JISC/HEA, 2010). The infokit reflects once again problems connected with lack of OER-specific guidance and the construction of accessibility expertise as equivalent to access to relevant guidelines. Anyone attempting to use the infokit will first be presented with a tag cloud representing various issues of relevance to the programme (for instance standards, licensing, terminology etc.). The words within the cloud are of different sizes, for Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 7
  • 8. instance the key stakeholders “jisc” (i.e. Joint Information Systems Committee) and “academy” (i.e. Higher Education Academy) are in much larger font than the surrounding words. Interestingly enough, accessibility is one of the words represented in larger font size, perhaps to symbolise its importance to the programme. The actual content, however, is quite disappointing as the users are only presented with links to accessibility guidance and a generic statement claiming that “individuals and, in particular, institutions releasing OER material need to be aware of relevant accessibility issues, which should be a consideration at the very start of the design process” (Belshaw, 2010). There is no mention, however, of how that statement could be translated into actual practice and how to gain the necessary skills and knowledge to reach a more advanced level of accessibility awareness. There is an implicit expectation, though, that these skills could be gained by following the offered links to JISC TechDis guidance to best practices in creating accessible teaching materials as well as the Xerte Online Toolkit, an Open Source content creation tool that enables non-technical staff to create teaching resources with high levels of accessibility built in. Within this particular approach to developing accessibility-related expertise, “novices” coming to the wiki are signposted to a collection of links and are expected not only to familiarise themselves with the information contained there but also act upon it. I find this approach deeply problematic on the basis of my experiences of providing support to partners involved in the OER projects. in that context, I have dealt with queries from quite often senior academics who would struggle with rather simple tasks such as opening a zipped file when downloading materials from JorumOpen or using slightly more advanced functionality of the Office suite. It is quite a leap to assume that the same partners would be capable of acting on information contained in the above-mentioned accessibility guidelines and interpreting it in light of issues raised by OERs. Seale stresses herself that merely offering links is not an adequate solution as the instructions for developing accessible materials can be quite complex and time-consuming (Seale, 2008) and time is precisely what the academics do not have in great abundance. In fact, one of the main complaints coming from the academic partners formally involved in the OER programme was the lack of time to devote to the projects, and so it would be unrealistic to expect them to spend time following links to accessibility guidelines and figuring out on their own how to make their teaching resources more accessible. One of the ways to tackle that problem would be to promote more widely tools such as the Accessibility Passport which would allow time-poor academics could save time while creating accessible OERs. Importantly, the Accessibility Passport is self-contained, freely available and portable, since the link to it is carried within the learning resource and so would be clearly identifiable to any re-users of the resource. Rather than make creators of the resource follow a rigid checklist, the Passport is an interactive tool which offers feedback to the creators of learning resources on the effectiveness and inclusivity of their materials. Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 8
  • 9. I will now discuss a recent change to the OER programme in terms of provision of accessibility support, as recently the programme management have created a new role of a dedicated accessibility advisor. I will draw on the communication from the accessibility advisor to the project teams in order to demonstrate attempts at embedding accessibility expertise within the communities of practice framework, thus demonstrating further interplays of issues identified in the context of this paper. Channelling the communities of practice framework to develop OER expertise The brief of the JISC TechDis advisor is to provide co-ordinated support for the projects and one of the ways in which that will happen is through workshops at programme-wide meetings. Unfortunately, the first such meeting takes place at the end of January and I am unable to include any relevant information in this paper; instead, I will rely on e-mail communication between the advisor and project teams. On the basis of e-mails received so far, the approach of the advisor will be to support the projects to make the outputs as accessible as possible with a ‘reasonable adjustments’ approach, so that accessible practice becomes forethought rather than an afterthought and potentially expensive retrofitting is avoided. As I have discussed earlier, this is well within the recommendations from the pilot phase. I will argue, though, that the approach of the current advisor contains a novel element whereby accessibility expertise will emerge through the CoP framework, as demonstrated by the following quote: I would like to compile a separate “story” of accessibility issues raised and tackled by each project to feed back into the final reporting processes as we go (...). With this in mind I would initially recommend that when you update the programme through your personal / project blogs, please use the tags “accessibility” + “ukoer” (and similar hashtags in twitter; #accessibility + #ukoer) to enable me to gather them. I would like you to add me to your social networks and share experience back to the OER programme (McAndrew, 2010). This email message draws attention to the widespread use of social networking tools by the projects and the multi-faceted ways in which project teams disseminate information about their progress. For instance, my own project duties include writing two blogs for each of the second phase project, maintaining project wikis as well as dedicated Twitter, slideshare and delicious accounts. The use of Web2.0 tools goes beyond merely sending out information about events and blogging posts about project milestones, though. I believe there is a palpable sense of an engaged community which incorporates all project teams involved within the programme, interested scholars, bloggers and consultants and to an extent the wider international OER community. As mentioned earlier, the use of the CoP term is widespread by those involved in the UK OER programme. The term is applied to embrace a very diverse body of stakeholders from different backgrounds (higher/further education institutions, subject centres, professional associations, the Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 9
  • 10. student body) involved in the joint enterprise of developing open educational resources and exploring the meanings of openness (Chin, 2010; Tiedau, 2010). The fact that the accessibility advisor is making references to the use of Web 2.0 tools by project teams is also significant in terms of the reification process, since as Wenger (1998) emphasized, different forms of reification at the organizational level help sustain the energy and help build the collective sense of identity as a group. Lee et al., writing about a volunteer community of translators who formed around an OpenCourseWare education initiative, argue that the electronic forum that the group used offered a space for sharing ideas and providing mutual support and thus served as a channel of reification (Lee et al., 2007). This way, the wider web-based community formed around the OER programme might help support enthusiasm about open education. Potentially, it might also incentivise project teams to embrace a higher awareness of accessibility and convince them to work towards higher levels of expertise. Furthermore, Schwen and Hara mention that communities of practice foster the articulation of “everyday problems of dilemmas of practice” (Schwen and Hara, 2003:167). This is precisely how I have attempted to share some of my own professional dilemmas related to producing accessible and open teaching resources. For instance, I used a revised version of my first assignment on the H810 course as a basis for a blog post on accessibility issues relevant to the OER programme (Gruszczynska, 2010) and also relied on Twitter to publicise that post. I will similarly adapt and openly publish (that is, under a Creative Commons license) my second course assignment showcasing the process of making an OER accessible; finally, I plan to do re-use this assignment to hopefully contribute to the development of accessibility-related OER expertise. In particular, I believe that posting my account of developing an accessible online resource will address some of the gaps with regard to lack of OER-specific guidance. Furthermore, as Seale (2006) notes, among the artefacts produced by e-learning experts it is really rare to find actual examples of accessible resources and so ideally, as a long-term project I would be interested in convincing other participants on the course to share their own accounts of creating accessible learning resources as OERs. Importantly, these case studies could help accommodate the diverse needs of OER “novices” searching for OER-specific accessibility guidance. That is, in the context of my involvement with the OER programme I am dealing with novices who are academics coming to a new emerging technology. Their needs will be different from lecturers who have no formal involvement in any of the OER projects but are seeking to broaden their teaching repertoire and are for instance interested in resources on a particular topic. At the other end of the spectrum there are self- learners (Attwood, 2009) outside of formal educational institutions who might be interested in OERs for the purposes of professional development or personal enjoyment. Theoretically, all of them could go beyond simply accessing OERs from a repository and might be interested in OER creation, re-use and re-mixing; as I have discussed throughout this paper, accessibility issues are of paramount concern to these processes. These case studies might also help raise awareness about the variety of accessibility issues which are inherent to OERs, where the main difficulty seems to Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 10
  • 11. be that the creator of the resource has to design the material without knowing the context of the users of the resource. This links with some of the questions I posed earlier, namely, if creating accessible OERs requires altering existing practice, what are the incentives to implement these changes? Incentives for embracing accessibility in the context of OERs As I have mentioned earlier, OERs in general raise a number of concerns and the idea of open education can mean going beyond the comfort zone for a number of academics. A significant proportion of the academics I have worked with were concerned about their materials being only half-finished and not “good enough” and feared opening themselves to public scrutiny. Others felt uncomfortable with the idea of giving knowledge “away for free” and in the process undermining the rationale for their own continued employment. Yet others were anxious about the time- commitment needed to make the resources truly open. Thus a number of concerns have to be addressed in order to incentivise academic staff to begin to embrace the idea of open educational resources. Therefore, even further incentives will be needed to broach the subject of making these resources fully accessible as that might require an additional investment in terms of time and financial resources. On the one hand, OERs are embedded within the ethos of open education and open access, where, as its advocates argue with regard to accessibility “the spirit of Open Access urges us to remove educational barriers wherever we can” (OpenCourseWare Consortium, n.d.). On the other hand, I believe that it is not really possible to clearly separate the business case incentives from incentives based on the ethos of open education as these two are intertwined. While as discussed before, most OER projects focused on the accessibility cost incurred by the institution and its academics, in the long-term perspective OERs could actually spread this burden among many individuals and many institutions. Positive approaches towards accessibility could easily be shared between creators of open content and its re-users, since OER, by definition, are amenable to different solutions, engineered by whoever has the appropriate expertise (Bissell, 2009). Since OERs are easily customisable and are released under licenses which allow re-mixing, re-use and re-purposing (Caswell et al., 2008), the freedom to improve and adapt could be extended to making materials more accessible. Furthermore there is no need to incur extra permission costs or pay royalties for adaptations to ensure accessibility (Vollmer, 2010). Finally, the business case for producing accessible OERs might be helped by the fact that open education is one of the few areas where funding will continue to be available, since the provision of OERs has been identified as one of the priority areas for Higher Education Academy (HEA, 2010). Hopefully, the declarations of continued support for OERs will also include an emphasis on the provision of accessible teaching resources and the next section will offer some recommendations on making that happen as well as concluding remarks. Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 11
  • 12. Conclusion and recommendations This paper has focused on ways in which the three issues identified in the context of Seale’s (2006) set book are of relevance to accessible e-learning practice in the context of open educational resources. I have reflected on the impact of the communities of practice framework, accessibility expertise and incentives in the context of my professional involvement in the UK OER programme. On the basis of my discussion, I would like to make the following recommendations: - There is a strong need to produce OER-specific guidelines, including, but not limited to accessibility guidance on producing, repurposing and depositing open educational resources. Importantly, since the use of the JorumOpen repository platform interface is mandated by the UK OER programme, the repository team need to come up with a clear statement regarding accessibility standards - Tools such as the Accessibility Passport and the Xerte Online Toolkit should be promoted more widely within the OER programme, as they do not require high levels of technical expertise. Furthermore, they enable users to create teaching materials where accessibility is embedded from the very beginning of the content creation process and so costly retrofitting can be avoided - Finally, there is a need to develop case studies showcasing the process of creating accessible OERs (including actual model examples of accessible resources) in order to illustrate ways in which the needs of diverse types of learners and users of OERs can be met. The case studies would help raise awareness about accessible e-learning practice and ideally would include recommendations for subject matter experts as well as OER support staff. References Altbach, Philip G., Liz Reisberg, and Laura E. Rumbley. Trends in Global Higher Education: Tracking an Academic Revolution. A Report Prepared for the Unesco 2009 World Conference on Higher Education. Paris: UNESCO, 2009 Attwood, Rebecca. "Get It out in the Open." (2009). http://www.timeshighereducation.co.uk/story.asp?storycode=408300 [accessed 11 January 2011]. Baily, Teresa, and Susan Hendrickson. "How to Grow a Community of Practice. The Jpl Information Providers Network." Information Outlook 8, no. 1 (2004): 12-15. Belshaw, Doug. "Accessibility Considerations." (2010). https://openeducationalresources.pbworks.com/w/page/25029246/Accessibility- considerations [accessed 13 January 2011]. Bissell, Ahrash. "Access and Accessibility." (2009). http://www.slideshare.net/ahrashb/ocwc- global-2009-access-to-oer-panel [accessed 11 October 2010]. Copyright Anna Gruszczynska, 2011. Licensed under Creative Commons Attribution-NonCommercial- ShareAlike 2.0 UK: England & Wales http://creativecommons.org/licenses/by-nc-sa/2.0/uk/ 12
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