Development of National OER Strategies


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  • To begin with, I want to provide some background info on my own organization, the OSI, as it will help to explain why we are interested in open content issues.
  • Open Educational Resources (OER) include:
  • Some examples of OER are – ck-12 Murugan Pal, Flexbooks Peer to Peer university Neeru Khosla, WMF advisory
  • Mark Surman, ED of Mozilla Foundation David Wiley James DL (LAMS – learning activity management systems) Jimmy Philipp Schmidt
  • Wikimedians (Wikipedia, Wikibooks, Wikiversity) Wikimedia Chapters WMF in Netherlands, Poland, New Zealand, Brazil
  • 6 countries
  • Tool kit - concepts, list of selected international and national OER tools, with brief description of tools and licenses, and recommendations to enable local development and use of OERs. Pablo Ortellado, Ford - educational material in higher education in Brazil funded with public money. content of books are mostly funded by salaries of authors working in public institutions (up to 86% of the authors worked in such institutions when book was published) and receiving public research grants (over 90% of all research funding is public). Additionally public subsidy play a major role publishing sector, with tax exemption annually to $500 million.
  • Siyavula means ‘we are opening’ in Nguni * The aim is to provide free textbooks both online and in print that cover the entire South African curriculum * educators to both vet and rate the available resources
  • Policy Some projects - Board of Strategic Advisors to the Prime Minister – Alek Tarkowski is a member
  • Wayne Mackintosh, WMF Advisory Board Costings for years 1 & 2 w/out tools development: $141k
  • Undersecretary of Education OER expert– Martha Kanter Senate bill –Durbin bill – Authorizes $15 million for grants to develop open textbooks for college courses. The grants would be managed by the Department of Education, with a peer review process involving the National Science Foundation. Funding would be available to create new open textbooks, update existing open textbooks, or adapt traditional textbooks. The resulting works would have to be available OA: free online and under an open license. Requires that "educational materials such as curricula and textbooks created through grants distributed by Federal agencies, including the National Science Foundation, for use in elementary, secondary, or postsecondary courses shall be licensed under an open license" and "made available free of charge". House bill Rep. Bill Foster (D-IL) H.R. 1464, the proposed  "Learning Opportunities with  Creation of Open Source Textbooks (LOW COST) Act of 2009 focused on math, physics and chemistry CA – first phase focused on high school math and science textbooks. Of the 4 selected which meet 100% of the states’ standards, 3 are from CK-12 and 1 from CNX. VA – Open Education Resource Center Grant Fund; established, development of two-year pilot project. (SB1173, HB1940).
  • I am happy to answer any questions you may have.
  • Development of National OER Strategies

    1. 1. Development of National OER Strategies 29 October 2009 São Paulo, Brazil
    2. 2. Outline <ul><li>Open Society Institute </li></ul><ul><li>Introduction to OER </li></ul><ul><li>Examples of OER Projects </li></ul><ul><li>National OER Initiatives </li></ul>
    3. 3. Open Society Institute <ul><li>Private, grant-making foundation funded by George Soros which aims to shape public policy to promote democratic governance, human rights, and economic, legal, and social reform </li></ul><ul><li>Annual budget: $700 million </li></ul><ul><li>Network of national/regional foundations in 67 countries </li></ul>
    4. 4. Information Program <ul><li>Open Access </li></ul><ul><ul><li>Defined in 2002 through the Budapest Open Access Initiative </li></ul></ul><ul><ul><li>Today over 100 mandates world-wide </li></ul></ul><ul><ul><ul><li>NIH ($29 billion annually) </li></ul></ul></ul><ul><li>Open Access to Law </li></ul><ul><li>Open Education </li></ul>
    5. 5. Open Educational Resources <ul><li>Digitized materials offered freely and openly for educators, students and self-learners to use and re-use for teaching, learning and research.* </li></ul><ul><li>*UNESCO. 2002. Forum on the impact of Open Courseware for higher education in developing countries. Final report. Paris: UNESCO. </li></ul>
    6. 6. Open Educational Resources <ul><li>Learning Content : Full courses, courseware, textbooks, content modules, and learning objects. </li></ul><ul><li>Tools : Software to support the development, use, re-use and delivery of learning content. </li></ul><ul><li>Implementation Resources : Intellectual property licenses to promote open publishing of materials and localization of content. </li></ul>
    7. 7. Open Educational Resources <ul><li>Reference materials: </li></ul><ul><li>Open textbooks/ learning materials: </li></ul><ul><li>Open courses: </li></ul>
    8. 11. Strategies for OE <ul><li>Open education policy : Governments, school boards, and universities should make taxpayer-funded educational resources OER. </li></ul><ul><li>Open content licenses : OER should be freely shared through open licenses which facilitate use, revision, translation, improvement and sharing. </li></ul><ul><li>Collaborative production : Educators and students can participate in creating, using, adapting and improving OER. </li></ul>
    9. 12. Strategies <ul><li> Policy </li></ul><ul><ul><li>Public Access to publicly funded educational materials (building on top of Open Access) </li></ul></ul><ul><ul><li>Economic Impact of OER </li></ul></ul><ul><li>Project – Collaborative production of OER </li></ul><ul><li>Build Coalitions – teachers, librarians, CC, WMF </li></ul>
    10. 13. National OER Strategies <ul><li>Brazil </li></ul><ul><li>The Netherlands </li></ul><ul><li>South Africa </li></ul><ul><li>Poland </li></ul><ul><li>New Zealand </li></ul><ul><li>United States </li></ul>
    11. 14. Brazil <ul><li>Awareness raising </li></ul><ul><li>OER Conference, October 2009 </li></ul><ul><li>Preparing Strategy for further development of national OER policy </li></ul><ul><li>OER Brazil Tool-kit for teachers (collaboration w/UNESCO) </li></ul><ul><li>Economic research </li></ul>
    12. 15. The Netherlands <ul><li>Collaborative project with government and teachers </li></ul><ul><li>Wikiwijs – Ministry of Education </li></ul><ul><ul><li>Open University of the Netherlands </li></ul></ul><ul><ul><li>Kennisnet </li></ul></ul>
    13. 16. South Africa <ul><li>Collaborative project with teachers </li></ul><ul><li>Siyavula </li></ul><ul><ul><li>Shuttleworth Foundation </li></ul></ul><ul><ul><li>Open textbooks (online and print) for full South African K-12 curriculum </li></ul></ul><ul><ul><li>Community building </li></ul></ul><ul><ul><li>Connexions </li></ul></ul><ul><ul><li>Open Press </li></ul></ul>
    14. 17. Poland <ul><li>Awareness raising, policy and collaborative project with teachers </li></ul><ul><li>Open Education Coalition </li></ul><ul><ul><li>Creative Commons Poland </li></ul></ul><ul><ul><li>Polish Librarians Association </li></ul></ul><ul><ul><li>Modern Poland Foundation </li></ul></ul><ul><ul><li>Wikimedia Poland </li></ul></ul><ul><li>OER Conference in Polish Parliament, April 2009 </li></ul><ul><li>Ministries of National Education, Culture, Science & Higher Education </li></ul><ul><li>Open Textbook Project, k-12 </li></ul>
    15. 18. New Zealand <ul><li>Collaborative project with gov and teachers </li></ul><ul><li>To foster the development of a sustainable OER ecosystem for New Zealand </li></ul><ul><li>Ministry of Education & Open Education Foundation </li></ul><ul><li>WikiEducator </li></ul><ul><li>2009-2011 </li></ul>
    16. 19. United States <ul><li>Policy </li></ul><ul><li>Federal </li></ul><ul><ul><ul><li>Community Colleges’ initiative – $50 million for the development of Open Online Courses </li></ul></ul></ul><ul><ul><ul><li>Bills on OER – House & Senate </li></ul></ul></ul><ul><ul><ul><ul><li>Senator Durbin: Open College Textbook Act (S. 1714) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Rep. Foster: Learning Opportunities with Creation of Open Source Textbooks (H.R. 1464) </li></ul></ul></ul></ul><ul><li>State </li></ul><ul><ul><ul><li>California’s Digital Textbook Initiative </li></ul></ul></ul><ul><ul><ul><li>Virginia’s OER Community College Grant Fund </li></ul></ul></ul>
    17. 20. Thanks <ul><li>Melissa Hagemann Information Program Open Society Institute [email_address] </li></ul>