This document discusses tracking progress towards mainstream adoption of open educational resources (OER). It outlines metrics for measuring adoption in K-12 and higher education markets. In K-12, initial data shows that 73% of teachers are satisfied with OER quality and 43% use OER, indicating positive "green shoots" but mainstream adoption is still a ways off. In higher education, 57% of academic officers see OER value but only 8% of faculty currently use OER. The document identifies challenges around discoverability, aggregation, and opportunities like alignment to standards to increase OER adoption. It proposes continuing to refine an OER dashboard to annually track progress towards mainstream adoption.

1. OER AND
MAINSTREAM
ADOPTION
April 2014
TRACKING PROGRESS
ALONG THE WAY
BARBARA CHOW &
KATHY NICHOLSON

2. GOALS OF THE OER GRANTEE MEETING
PROVIDE AN UPDATE FROM HEWLETT’S EDUCATION PROGRAM
ENCOURAGE FIELDBUILDING & NETWORKING
ARTICULATE VALUE PROPOSITION FOR OER PROJECTS
CITE SUPPORTING EVIDENCE FOR OER PROJECTS
LEARN ABOUT OTHER OER EFFORTS

3. OER PORTFOLIO TRANSITIONS
DANA
SCHMIDT
JACQUELINE
NADER
CATHY
TORRES MERCADO
TJ
BLISS
CATHY
CASSERLY

4. OER PORTFOLIO TRANSITIONS
VIC VUCHICKATHY NICHOLSON

5. 5
OER
PORTFOLIO
GOAL
To equalize access
to knowledge for
teachers and
students around
the globe and
improve the
practices of
teaching and
learning
through OER

6. SHARED VALUES IN THE OER COMMUNITY
6
Open can deliver
equal or better
quality resources
at a lower cost
Knowledge is a
public good
Everyone can
contribute
Continuous improvement
around open resources can
improve learning outcomes

7. 7
OER
IS NOT A
PRODUCT
It’s a way
of thinking,
teaching,
and learning

8. HEWLETT FOUNDATION SUPPORTS AN OER
ECOSYSTEM
8
OER INFRASTRUCTURE
EDUCATIONAL EFFECTIVENESS
Supportive
Policies
High-quality
Supply
Implementable
Standards
Field-building
Activities
Opportunistic
Innovation
Influential
Research

9. TO REACH EVERYONE, GO MAINSTREAM
9
So, our ultimate goal is mainstream adoption
OER can unlock enormous benefits for student learning
outcomes through personalization
For all students to benefit, OER will have to shift from the
exception to the default

10. CONDITIONS ARE RIPE FOR OER IN
MAINSTREAM EDUCATION
10
Economic
stress
Rise of digital
technology in
schools
High cost
of higher
education
High demand
for higher
education
Greater
expectations
around openness
Common Core

11. 11
How will
we know
if we’re
making
progress
toward
mainstream
adoption?

12. ANALYSIS OF THE U.S. MARKET
12
Market Analysis:
K-12 and Higher
Education
institutions
Data sources
• Surveys:
Harris Interactive,
Babson, Hardin
• Grantee reports
• Field Interviews
Worked
with Boston
Consulting
Group

13. FROM IDEA TO MAINSTREAM: 15-20%
Source: Everett Rogers, Diffusion of Innovations, Figure 1-2 (Ch. 1)
13
Rogers Diffusion Curve Market Share (%)
ROGERS
DIFFUSION
CURVE
At “green shoots”
(15-20% market share),
adoption accelerates
Time
Innovation 1 Innovation 2 Innovation 3
Adoption(%)

14. 14
OER
Positive
“green shoots”
but still a ways
to go before
mainstream
adoption

15. OUR PLANS FOR TRACKING PROGRESS
15
Work within a measureable scope;
just the U.S. for now
Track K-12 and Higher Education markets
as separate fields, with some similarities
Think about getting to “green shoots,”
aiming for the mainstream

16. FOCUS: SUPPORT THE WHOLE OER LIFE CYCLE
16
EDUCATION
IP POLICY
PROCUREMENT
POLICY
SUPPLY
CONTENT
CREATION
CONTENT
MAPPING
AGGREGATION
DEMAND
REVIEW &
QUALITY
CONTROL
ADOPTION
AWARENESS

17. K-12 MARKET INDICATORS
17
• Quality (as perceived by teachers)CONTENT CREATION
• Discoverability and mapping to standardsCONTENT MAPPING
• Aggregation as “off-the-shelf” productsAGGREGATION
• Awareness (among teachers)AWARENESS
• Use (by teachers and states/districts)ADOPTION
• Rated or reviewed by teachersREVIEW & QUALITY CONTROL
• Favorable state policy environmentPROCUREMENT POLICY
• Clarity around teacher IP ownershipEDUCATION IP POLICY

18. CONTENT
CREATION
K-12
DATA SOURCE
BCG survey data
N= 165
MAIN IDEA
% of teachers
satisfied with the
quality of OER
18
73% are Satisfied or Very Satisfied with OER
20%
53%
22%
VERY SATISFIED
SATISFIED
NEUTRAL
NOT SATISFIED 5%
“GOOD &
BECOMING
BETTER.”
"THE
MATERIALS
ARE OK BUT
NOT GREAT”

19. AWARENESS
K-12
DATA SOURCE
BCG survey data
N = 308
MAIN IDEA
% of teachers that
report they are
aware of OER
19
51% of Surveyed Teachers are Aware of OER
19%
32%
21%
28%NEVER HEARD
ABOUT
NOT KNOW
MUCH ABOUT
SOMEWHAT
AWARE
VERY AWARE

20. ADOPTION
K-12
DATA SOURCE
BCG survey data
N = 377
MAIN IDEA
% of teachers
that report
they use OER
20
56%
10%
33%
NOT USI NG OER
AS SUPPLEMENTAL
RESOURCE
AS PRI MARY RESOURCE
43% of K-12 Teachers Use OER as a Resource

21. K-12 MARKET INDICATORS
21
• Quality (as perceived by teachers)CONTENT CREATION
• Discoverability and mapping to standardsCONTENT MAPPING
• Aggregation as “off-the-shelf” productsAGGREGATION
• Awareness (among teachers)AWARENESS
• Use (by teachers and states/districts)ADOPTION
• Rated or reviewed by teachersREVIEW & QUALITY CONTROL
• Favorable state policy environmentPROCUREMENT POLICY
• Clarity around teacher IP ownershipEDUCATION IP POLICY
Green
shoots?

22. 22
• Quality (as perceived by faculty & CAOs)CONTENT CREATION
• Discoverability of resourcesCONTENT MAPPING
• Aggregation as “off-the-shelf” productsAGGREGATION
• Awareness (among faculty & CAOs)AWARENESS
• Use by faculty; state OER initiativesADOPTION
• Rated or reviewed by facultyREVIEW & QUALITY CONTROL
HIGHER EDUCATION
MARKET INDICATORS

23. CONTENT
CREATION
HIGHER ED
DATA SOURCE
Babson survey data
N = 2,512
MAIN IDEA
% of Chief Academic
Officers (CAOs) that
report OER
is valuable
57% of Surveyed CAOs Report that OER is Valuable
57%
39%
5%OER IS NOT VALUABLE
NEUTRAL
OER IS VALUABLE
Source: Allen, I.E. and J. Seaman 2012

24. AGGREGATION
HIGHER ED
DATA SOURCE
grantee reports
MAIN IDEA
number of
textbooks
available
24
Solid Progress on Textbooks For 50 Most Popular Classes
CURRENTLY AVAILABLE (5)
I N-PROGRESS (8)

25. AWARENESS
HIGHER ED
DATA SOURCE
Babson survey data
N = 2,512
MAIN IDEA
% of Chief Academic
Officers (CAOs) that
report they are
aware of OER
87% of Surveyed CAOs Are Aware of OER
14%
38%
36%
13%NOT AWARE
SOMEWHAT
AWARE
AWARE
VERY AWARE
Source: Allen, I.E. and J. Seaman 2012

26. ADOPTION
HIGHER ED
DATA SOURCE
Sakai survey data
MAIN IDEA
% of faculty
that report
they use OER
8% of Surveyed Higher Ed Faculty Use OER
4%
4%
92%
HAVE NOT USED
USED OER
I N MY TEACHI NG
PUBLI SHED
OER MYSELF
Source: Sakai MISI 2010

27. 28
• Quality (as perceived by faculty & CAOs)CONTENT CREATION
• Discoverability of resourcesCONTENT MAPPING
• Aggregation as “off-the-shelf” productsAGGREGATION
• Awareness (among faculty & CAOs)AWARENESS
• Use by faculty; state OER initiativesADOPTION
• Rated or reviewed by facultyREVIEW & QUALITY CONTROL
HIGHER EDUCATION
MARKET INDICATORS Green
shoots?

28. "There needs to be one place to find all the material,
sorted by subject and standards.”
“I have to fish through content ...
it's hard to find anything useful in a timely way.”
“There aren't a lot of places that aggregate …
things that fit together well.”
TRACKING REVEALS KEY CHALLENGES…
29

29. … AND OPPORTUNITIES
30
Proven Efficacy
CCSS Alignment
Discoverability
Easy to Teach
District Suggestion
Low Cost
Complete Material Offering
Coverage of Subjects
Wide Adoption
Other
Trusted Quality
23%
13%
19%
12%
9%
8%
6%
3%
2%
1%
4%
K-12 TEACHER
SURVEY
What, if true, would
make you willing
to adopt OER?
(% of respondents)
Source: BCG 2012

30. OER DASHBOARD: NEXT STEPS
1. CONTINUE TO REFINE METRICS & SOLICIT
FEEDBACK FROM OER COMMUNITY
2. SHARE DASHBOARD WITH OER COMMUNITY
3. UPDATE ANNUALLY

31. THANK YOU!
32