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The Impact of Open Access and
  Open Source on Teaching,
              Open Access Research Repositories 2011



    Learning and Research


                    Research Seminar
                  Professor Roddy Fox
              Gäst Professor, Högskolan Väst
                 Moodle Registered Sites 2009
              18 May 2011 (Högskolan Väst,Trollhättan)
                 25 May 2011 (Linköping University)


    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access Research Repositories 2011




                Research Seminar
              Professor Roddy Fox
          Gäst Professor, Högskolan Väst
             Moodle Registered Sites 2009
          18 May 2011 (Högskolan Väst,Trollhättan)
             25 May 2011 (Linköping University)


Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access Research Repositories 2011




               Moodle Registered Sites 2009




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence
• Temporally and spatially




     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence
• Temporally and spatially
• Can be understood in similar ways




     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence
• Temporally and spatially
• Can be understood in similar ways
 • Complex adaptive (socio-technical) systems



     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence
• Temporally and spatially
• Can be understood in similar ways
 • Complex adaptive (socio-technical) systems
 • Role in providing alternatives to high mass
   consumption norms in Higher Education



     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence
• Temporally and spatially
• Can be understood in similar ways
 • Complex adaptive (socio-technical) systems
 • Role in providing alternatives to high mass
   consumption norms in Higher Education
• Impacted on patterns and degree of access,
  ways of learning
     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Conceptual Convergence




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System




 Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•   Regularities and patterns emerge in the system, they are not predetermined,
    recognition of them affects the system through feedback processes.




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•   Regularities and patterns emerge in the system, they are not predetermined,
    recognition of them affects the system through feedback processes.

•   Change in the system is not reversible, history cannot be repeated.




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•   Regularities and patterns emerge in the system, they are not predetermined,
    recognition of them affects the system through feedback processes.

•   Change in the system is not reversible, history cannot be repeated.

•   Outcomes cannot be predicted in a simple linear way from components, agents and
    processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
    - reductionism does not work!




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•   Regularities and patterns emerge in the system, they are not predetermined,
    recognition of them affects the system through feedback processes.

•   Change in the system is not reversible, history cannot be repeated.

•   Outcomes cannot be predicted in a simple linear way from components, agents and
    processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
    - reductionism does not work!

•   Agents (authors, publishers, University managers, academics etc) operate and adapt,
    develop strategies for survival, growth or change:




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•       Regularities and patterns emerge in the system, they are not predetermined,
        recognition of them affects the system through feedback processes.

•       Change in the system is not reversible, history cannot be repeated.

•       Outcomes cannot be predicted in a simple linear way from components, agents and
        processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
        - reductionism does not work!

•       Agents (authors, publishers, University managers, academics etc) operate and adapt,
        develop strategies for survival, growth or change:

    •     Roles and structures may exist in processes of tension;




                    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•       Regularities and patterns emerge in the system, they are not predetermined,
        recognition of them affects the system through feedback processes.

•       Change in the system is not reversible, history cannot be repeated.

•       Outcomes cannot be predicted in a simple linear way from components, agents and
        processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
        - reductionism does not work!

•       Agents (authors, publishers, University managers, academics etc) operate and adapt,
        develop strategies for survival, growth or change:

    •     Roles and structures may exist in processes of tension;

    •     Meta-agents determine rules and flows.




                    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•       Regularities and patterns emerge in the system, they are not predetermined,
        recognition of them affects the system through feedback processes.

•       Change in the system is not reversible, history cannot be repeated.

•       Outcomes cannot be predicted in a simple linear way from components, agents and
        processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
        - reductionism does not work!

•       Agents (authors, publishers, University managers, academics etc) operate and adapt,
        develop strategies for survival, growth or change:

    •     Roles and structures may exist in processes of tension;

    •     Meta-agents determine rules and flows.

•       Positive and negative multipliers in flows of resources and information result from the
        complexity of system and who is connected with who.


                    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Complex Adaptive System
•       Regularities and patterns emerge in the system, they are not predetermined,
        recognition of them affects the system through feedback processes.

•       Change in the system is not reversible, history cannot be repeated.

•       Outcomes cannot be predicted in a simple linear way from components, agents and
        processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved
        - reductionism does not work!

•       Agents (authors, publishers, University managers, academics etc) operate and adapt,
        develop strategies for survival, growth or change:

    •     Roles and structures may exist in processes of tension;

    •     Meta-agents determine rules and flows.

•       Positive and negative multipliers in flows of resources and information result from the
        complexity of system and who is connected with who.

•       Small-world networks ensure everyone is connected BUT a/the few are MUCH more
        connected than most. Rhodes University, South Africa. R.Fox@ru.ac.za
                    Roddy Fox,
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
OA & OS: Socio-Technical Levels




  Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
OA & OS: Socio-Technical Levels
                   Level                                   System                     Disciplines Examples
                                                                                            Sociology,
                                                                                                                    Add norms, laws,
                                                                                           Psychology,
                         Communal                         Socio-Technical
                                                                                           Computing,
                                                                                                                    identities etc to
                                                                                                                         below
                                                                                           Engineering
     Social
                                                                                           Psychology,               Add semantics,
                           Personal                     Human-Computer                     Computing,              ideas, opinions etc
                                                                                           Engineering                  to below

                                                                                                                    Add programs,
                                                          IT (hardware &                   Computing,
                        Information                          software)                     Engineering
                                                                                                                  code, bandwidth etc
                                                                                                                       to below
 Technical
                                                                                                                   Circuits, voltages,
                            Physical                         Hardware                      Engineering
                                                                                                                   matter, energy etc

Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online]
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009]


                       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
OA & OS: Socio-Technical Levels
                   Level                                   System                     Disciplines Examples
                                                                                            Sociology,
                                                                                                                    Add norms, laws,
                                                                                           Psychology,
                         Communal                         Socio-Technical
                                                                                           Computing,
                                                                                                                    identities etc to
                                                                                                                         below
                                                                                           Engineering
     Social
                                                                                           Psychology,               Add semantics,
POWER




                           Personal                     Human-Computer                     Computing,              ideas, opinions etc
                                                                                           Engineering                  to below

                                                                                                                    Add programs,
                                                          IT (hardware &                   Computing,
                        Information                          software)                     Engineering
                                                                                                                  code, bandwidth etc
                                                                                                                       to below
 Technical
                                                                                                                   Circuits, voltages,
                            Physical                         Hardware                      Engineering
                                                                                                                   matter, energy etc

Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online]
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009]


                       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
OA & OS: Socio-Technical Levels
                   Level                                   System                     Disciplines Examples
                                                                                            Sociology,
                                                                                                                    Add norms, laws,
                                                                                           Psychology,
                         Communal                         Socio-Technical
                                                                                           Computing,
                                                                                                                    identities etc to
                                                                                                                         below
                                                                                           Engineering
     Social
                                                                                           Psychology,               Add semantics,
                           Personal                     Human-Computer                     Computing,              ideas, opinions etc
 POWER




                                                                                           Engineering                  to below

                                                                                                                    Add programs,
                                                          IT (hardware &                   Computing,
                        Information                          software)                     Engineering
                                                                                                                  code, bandwidth etc
                                                                                                                       to below
 Technical
                                                                                                                   Circuits, voltages,
                            Physical                         Hardware                      Engineering
                                                                                                                   matter, energy etc

Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online]
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009]


                       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE

Consumers




      Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE

Consumers                                                    Producers




      Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE

   Consumers                                                         Producers
FTEs                                                                            SCUs
(Full Time Equivalents)                                             (Staff Cost Units)




              Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE

   Consumers                                                         Producers
FTEs                                                                            SCUs
(Full Time Equivalents)                                             (Staff Cost Units)




                          Throughput



              Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
High Mass Consumption in HE

   Consumers                                                         Producers
FTEs                                                                            SCUs
(Full Time Equivalents)                                             (Staff Cost Units)




                          Throughput



              Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
                      Standardization & Reductionism?
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
But ...




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
But ...




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
But ...




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
But ...




Where and how does learning take place?
Where and how does teaching take place?
Who sets the norms governing South Africa. R.Fox@ru.ac.za
          Roddy Fox, Rhodes University, these?
But ...




                                                            RECOGNITION
                                                             REWARDS &
Where and how does learning take place?
Where and how does teaching take place?
Who sets the norms governing South Africa. R.Fox@ru.ac.za
          Roddy Fox, Rhodes University, these?
But ...
            "The truth is that it became far more important for
            most professors to deliver a paper at the Hyatt in
               Chicago than to teach undergraduates back
           home ... I find it hugely ironic that in thinking about
           the priorities of the scholar, we give more attention
           to those who fly away and teach their peers than to
            those who stay home and inspire future scholars
                   in the classroom." Boyer 1996: 131




                                                                    RECOGNITION
                                                                     REWARDS &
Where and how does learning take place?
Where and how does teaching take place?
Who sets the norms governing South Africa. R.Fox@ru.ac.za
          Roddy Fox, Rhodes University, these?
But ...
            "The truth is that it became far more important for
            most professors to deliver a paper at the Hyatt in
               Chicago than to teach undergraduates back
           home ... I find it hugely ironic that in thinking about
           the priorities of the scholar, we give more attention
           to those who fly away and teach their peers than to
            those who stay home and inspire future scholars




                                                                    EGALITARIANISM
                   in the classroom." Boyer 1996: 131




                                                                      DIVERSITY &




                                                                                     RECOGNITION
                                                                                      REWARDS &
Where and how does learning take place?
Where and how does teaching take place?
Who sets the norms governing South Africa. R.Fox@ru.ac.za
          Roddy Fox, Rhodes University, these?
But ...
            "The truth is that it became far more important for
            most professors to deliver a paper at the Hyatt in
               Chicago than to teach undergraduates back
           home ... I find it hugely ironic that in thinking about
           the priorities of the scholar, we give more attention
           to those who fly away and teach their peers than to
            those who stay home and inspire future scholars




                                                                    EGALITARIANISM
                   in the classroom." Boyer 1996: 131




                                                                      DIVERSITY &




                                                                                     RECOGNITION
                                                                                      REWARDS &
Where and how does learning take place?
Where and how does teaching take place?
Who sets the norms governing South Africa. R.Fox@ru.ac.za
          Roddy Fox, Rhodes University, these?
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sir Kenneth Robinson




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sir Kenneth Robinson




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sir Kenneth Robinson




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sir Kenneth Robinson




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sir Kenneth Robinson




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access:
RUeResearch Repository & LiUElectronic Press
              c1300 staff                              1184 documents c1,000,000
              c6900 students                                          downloads




              c3500 staff                              5367 documents c4,900,000
              c16,900 students                                        downloads




       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access:
RUeResearch Repository & LiUElectronic Press
              c1300 staff                              1184 documents c1,000,000
              c6900 students                                          downloads




              c3500 staff                              5367 documents c4,900,000
              c16,900 students                                        downloads




       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Move from voluntary to mandatory policies of Open
                Access Archiving




     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Move from voluntary to mandatory policies of Open
                Access Archiving




     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
•   “At international level, the most basic, and the most important,
    indicator of the digital divide is the number of access lines per 100
    inhabitants. It is the leading indicator for the level of universal service
    in telecommunications and a fundamental measure of the international
    digital divide.” (OECD 2001, p7)
    Organisation for Economic Development and Cooperation (2001) Understanding the Digital Divide. [Online] http://www.oecd.org/dataoecd/
    38/57/1888451.pdf [Available: 27th May 2010].




                         Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
International Telecommunications Union (2010a) Information Society Statistical Profiles 2009 – Africa. [Online]
http://www.itu.int/dms_pub/itu-d/opb/ind/D-IND-RPM.AF-2009-R1-PDF-E.pdf [Available 27th May 2010]


         In Africa eServices are mobile services


      Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Africa: very poor submarine cable connections
  Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Africa: new submarine cable connections 2009-2011
     Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access Research Globally




    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Globally: 1,000,000,000 downloads since c2005?




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
2005-9
                                                                 2009 only
Downloads by top 25 countries
        (IP address)                                                    Country   Full text downloads   Percentage
USA                   256,792                                    Sweden                       184,987         45.8
South Africa          236,518                                    Unknown                       69,766         17.3
India                  50,997                                    India                         35,183          8.7
UK                     45,089                                    United States                 13,174          3.3
Unknown                36,675                                    China                          8,862          2.2
France                 26,791                                    Great Britain                  8,232            2
Australia              23,869                                    Germany                        6,103          1.5
China                  17,540                                    Australia                      5,940          1.5


                                •
Canada                 17,362                                    Iran                           3,871            1
Rhodes                 15,008
                                    Examination of the           Malaysia                       3,214          0.8
University
                                    geographical sources of      Finland                        3,069          0.8
Germany                13,236

Indonesia              11,393
                                    download requests            Vietnam                        2,665          0.7

                                                                 France                         2,449          0.6
Iran                   10,252

Malaysia                8,605
                                •   Not the distribution to be   Pakistan

                                                                 Czech Republic
                                                                                                2,337

                                                                                                2,025
                                                                                                               0.6

                                                                                                               0.5
Netherlands             8,183       expected given global        Norway                         1,931          0.5
Ireland                 7,508

Italy                   6,891
                                    R&D expenditure and          Canada                         1,804          0.4


Switzerland             6,679       distribution of              Denmark                        1,756          0.4

                                                                 Netherlands                    1,733          0.4
Thailand                6,531       repositories                 Ethiopia                       1,663          0.4
Brazil                  6,095
                                                                 Taiwan                         1,607          0.4
Sub-total

186 other
                      812,014

                      169,106
                                •
                                Why India, South Africa/         Italy                          1,578          0.4

countries                       Sweden, unknown,                 South Korea                    1,577          0.4

Total                 981,120
                                China? University, South Africa. Hong Kong
                      Roddy Fox, Rhodes                           R.Fox@ru.ac.za
                                                                                                1,519          0.4

                                                                 Indonesia                      1,515          0.5
RUeRR Top 100 Documents
                   70,000




                   56,000




                                                                                                                                  Network
Times Downloaded




                   42,000




                   28,000




                   14,000




                       0
                            1 3 5 7 9 11 14 17 20 23 26 29 32 35 38 41 44 47 50 53 56 59 62 65 68 71 74 77 80 83 86 89 92 95 98
                                                                      Document Rank




                   •        Why USA, India, South Africa, China?

                   •        Power-law distribution of downloads, top download (MSc Computer Science, 10%
                            of all downloads) accessed from these countries

                   •        Common pattern for citations, hits on web sites etc ‘rich get richer’, small world
                            hypothesis

                                        Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Sample Thesis: Interoperability for Web Services
3,000




2,400




1,800




1,200




 600




   0
        USA



              FRANCE



                       AUSTRALIA



                                   SWITZERLAND



                                                 PORTUGAL



                                                            NORWAY



                                                                     DENMARK



                                                                                  NEW ZEALAND



                                                                                                KOREA



                                                                                                         UAE



                                                                                                                PAKISTAN



                                                                                                                           CHILE



                                                                                                                                   SATELLITE



                                                                                                                                               COSTA RICA



                                                                                                                                                            SYRIA



                                                                                                                                                                    CUBA



                                                                                                                                                                           QATAR



                                                                                                                                                                                   MOROCCO



                                                                                                                                                                                             LEBANON



                                                                                                                                                                                                       ARMENIA
                                                                                                        Top 100 Countries



              •            Applies to sources from which requests originate, applies to number of
                             Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
                           downloads of different types of document in a single discipline
•   Applies to requests for all
                                 Doctoral theses




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
•   Similar patterns of thesis requests

•   Different pattern of paper pre-print requests - particularly from world’s
    poorest countries

•   Quality control (visibility) and security issues (legal, ownership, ethical
    embargo)



                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?




               Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?

•   Are we under an obligation as employees in public funded institutions to make our work
    freely available?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?

•   Are we under an obligation as employees in public funded institutions to make our work
    freely available?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?

•   Are we under an obligation as employees in public funded institutions to make our work
    freely available?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?

•   Are we under an obligation as employees in public funded institutions to make our work
    freely available?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Questions
•   Do you need to publish work from your PhD or Masters as well as deposit though Open
    Access?

•   Do we need the global publishing industry if we can already publish pre and post-print
    work under our own copyright?

•   Are we under an obligation as employees in public funded institutions to make our work
    freely available?




                Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access in Teaching and Learning




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access in Teaching and Learning




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access in Teaching and Learning




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access in Teaching and Learning




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Open Access in Teaching and Learning




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Main Teaching Pedagogical Approaches




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Main Teaching Pedagogical Approaches




DisCo 1 at HTU allowed all four pedagogical approaches
         Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
The Open Source Alternative




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
The Open Source Alternative




               Moodle Registered Sites 2009




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
The Open Source Alternative




               Moodle Registered Sites 2009


           183 sites in Sweden
         179 sites in South Africa
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
http://download.moodle.org/download.php/docs/sv/presentation_sv.ppt




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
http://download.moodle.org/download.php/docs/sv/presentation_sv.ppt




   Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
RUconnected based in Centre for Higher Education
           Research in Teaching and Learning
                 NOT IT support division
• Flexible: all blocks and elements are movable
• Not necessarily standardized;
• Control and design in the hands of the educator;
• Facilitates multiple learning pathways and can use
  humanist, social and situational pedagogies;
• Multiple languages (incl Swedish);
• Open Source, no licensing fees etc;
• Very stable;
• Useful across platforms and collaborations.
         Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
DisCo at HV ‘content delivery, course management’ is
it the mass production-consumption system? Where is
       the interaction, conversation, participation,
                 autonomous learning?




        Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
RUconnected: Socio-Technical Levels




    Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
RUconnected: Socio-Technical Levels
                   Level                                   System                     Disciplines Examples
                                                                                            Sociology,
                                                                                                                    Add norms, laws,
                                                                                           Psychology,
                         Communal                         Socio-Technical
                                                                                           Computing,
                                                                                                                    identities etc to
                                                                                                                         below
                                                                                           Engineering
     Social
                                                                                           Psychology,               Add semantics,
                           Personal                     Human-Computer                     Computing,              ideas, opinions etc
                                                                                           Engineering                  to below

                                                                                                                    Add programs,
                                                          IT (hardware &                   Computing,
                        Information                          software)                     Engineering
                                                                                                                  code, bandwidth etc
                                                                                                                       to below
 Technical
                                                                                                                   Circuits, voltages,
                            Physical                         Hardware                      Engineering
                                                                                                                   matter, energy etc

Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online]
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009]

                        Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
RUconnected: Socio-Technical Levels
                   Level                                   System                     Disciplines Examples
                                                                                            Sociology,
                                                                                                                    Add norms, laws,
                                                                                           Psychology,
                         Communal                         Socio-Technical
                                                                                           Computing,
                                                                                                                    identities etc to
                                                                                                                         below
                                                                                           Engineering
     Social
POWER




                                                                                           Psychology,               Add semantics,
                           Personal                     Human-Computer                     Computing,              ideas, opinions etc
                                                                                           Engineering                  to below

                                                                                                                    Add programs,
                                                          IT (hardware &                   Computing,
                        Information                          software)                     Engineering
                                                                                                                  code, bandwidth etc
                                                                                                                       to below
 Technical
                                                                                                                   Circuits, voltages,
                            Physical                         Hardware                      Engineering
                                                                                                                   matter, energy etc

Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online]
http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009]

                        Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions




Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions
•   Open Access and Open Source work across
    platforms - not locked into consumption of
    brands




       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions
•   Open Access and Open Source work across
    platforms - not locked into consumption of
    brands

•   ‘Public good’ norms apply not high mass
    consumption norms




       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions
•   Open Access and Open Source work across
    platforms - not locked into consumption of
    brands

•   ‘Public good’ norms apply not high mass
    consumption norms

•   Challenge academic socio-technical systems:
    Research, Teaching and Learning




       Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions
•       Open Access and Open Source work across
        platforms - not locked into consumption of
        brands

•       ‘Public good’ norms apply not high mass
        consumption norms

•       Challenge academic socio-technical systems:
        Research, Teaching and Learning
    •    power, control and influence relocated within
         academic structures



           Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Some Conclusions
•       Open Access and Open Source work across
        platforms - not locked into consumption of
        brands

•       ‘Public good’ norms apply not high mass
        consumption norms

•       Challenge academic socio-technical systems:
        Research, Teaching and Learning
    •    power, control and influence relocated within
         academic structures
    •    alters access patterns for those marginalized
         economically, geographically or by language
           Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za

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The Impact of Open Access and Open Source on Teaching, Learning and Research

  • 1. The Impact of Open Access and Open Source on Teaching, Open Access Research Repositories 2011 Learning and Research Research Seminar Professor Roddy Fox Gäst Professor, Högskolan Väst Moodle Registered Sites 2009 18 May 2011 (Högskolan Väst,Trollhättan) 25 May 2011 (Linköping University) Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 2. Open Access Research Repositories 2011 Research Seminar Professor Roddy Fox Gäst Professor, Högskolan Väst Moodle Registered Sites 2009 18 May 2011 (Högskolan Väst,Trollhättan) 25 May 2011 (Linköping University) Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 3. Open Access Research Repositories 2011 Moodle Registered Sites 2009 Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 4. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 5. Conceptual Convergence Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 6. Conceptual Convergence • Temporally and spatially Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 7. Conceptual Convergence • Temporally and spatially • Can be understood in similar ways Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 8. Conceptual Convergence • Temporally and spatially • Can be understood in similar ways • Complex adaptive (socio-technical) systems Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 9. Conceptual Convergence • Temporally and spatially • Can be understood in similar ways • Complex adaptive (socio-technical) systems • Role in providing alternatives to high mass consumption norms in Higher Education Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 10. Conceptual Convergence • Temporally and spatially • Can be understood in similar ways • Complex adaptive (socio-technical) systems • Role in providing alternatives to high mass consumption norms in Higher Education • Impacted on patterns and degree of access, ways of learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 11. Conceptual Convergence Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 12. Conceptual Convergence Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 13. Conceptual Convergence Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 14. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 15. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 16. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 17. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 18. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 19. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 20. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 21. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 22. Complex Adaptive System Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 23. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 24. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 25. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 26. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! • Agents (authors, publishers, University managers, academics etc) operate and adapt, develop strategies for survival, growth or change: Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 27. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! • Agents (authors, publishers, University managers, academics etc) operate and adapt, develop strategies for survival, growth or change: • Roles and structures may exist in processes of tension; Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 28. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! • Agents (authors, publishers, University managers, academics etc) operate and adapt, develop strategies for survival, growth or change: • Roles and structures may exist in processes of tension; • Meta-agents determine rules and flows. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 29. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! • Agents (authors, publishers, University managers, academics etc) operate and adapt, develop strategies for survival, growth or change: • Roles and structures may exist in processes of tension; • Meta-agents determine rules and flows. • Positive and negative multipliers in flows of resources and information result from the complexity of system and who is connected with who. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 30. Complex Adaptive System • Regularities and patterns emerge in the system, they are not predetermined, recognition of them affects the system through feedback processes. • Change in the system is not reversible, history cannot be repeated. • Outcomes cannot be predicted in a simple linear way from components, agents and processes in the system, ‘optimal’ ‘efficient’ ‘steady-states’ are not necessarily achieved - reductionism does not work! • Agents (authors, publishers, University managers, academics etc) operate and adapt, develop strategies for survival, growth or change: • Roles and structures may exist in processes of tension; • Meta-agents determine rules and flows. • Positive and negative multipliers in flows of resources and information result from the complexity of system and who is connected with who. • Small-world networks ensure everyone is connected BUT a/the few are MUCH more connected than most. Rhodes University, South Africa. R.Fox@ru.ac.za Roddy Fox,
  • 31. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 32. OA & OS: Socio-Technical Levels Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 33. OA & OS: Socio-Technical Levels Level System Disciplines Examples Sociology, Add norms, laws, Psychology, Communal Socio-Technical Computing, identities etc to below Engineering Social Psychology, Add semantics, Personal Human-Computer Computing, ideas, opinions etc Engineering to below Add programs, IT (hardware & Computing, Information software) Engineering code, bandwidth etc to below Technical Circuits, voltages, Physical Hardware Engineering matter, energy etc Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online] http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009] Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 34. OA & OS: Socio-Technical Levels Level System Disciplines Examples Sociology, Add norms, laws, Psychology, Communal Socio-Technical Computing, identities etc to below Engineering Social Psychology, Add semantics, POWER Personal Human-Computer Computing, ideas, opinions etc Engineering to below Add programs, IT (hardware & Computing, Information software) Engineering code, bandwidth etc to below Technical Circuits, voltages, Physical Hardware Engineering matter, energy etc Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online] http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009] Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 35. OA & OS: Socio-Technical Levels Level System Disciplines Examples Sociology, Add norms, laws, Psychology, Communal Socio-Technical Computing, identities etc to below Engineering Social Psychology, Add semantics, Personal Human-Computer Computing, ideas, opinions etc POWER Engineering to below Add programs, IT (hardware & Computing, Information software) Engineering code, bandwidth etc to below Technical Circuits, voltages, Physical Hardware Engineering matter, energy etc Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online] http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009] Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 36. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 37. High Mass Consumption in HE Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 38. High Mass Consumption in HE Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 39. High Mass Consumption in HE Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 40. High Mass Consumption in HE Consumers Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 41. High Mass Consumption in HE Consumers Producers Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 42. High Mass Consumption in HE Consumers Producers FTEs SCUs (Full Time Equivalents) (Staff Cost Units) Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 43. High Mass Consumption in HE Consumers Producers FTEs SCUs (Full Time Equivalents) (Staff Cost Units) Throughput Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 44. High Mass Consumption in HE Consumers Producers FTEs SCUs (Full Time Equivalents) (Staff Cost Units) Throughput Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za Standardization & Reductionism?
  • 45. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 46. But ... Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 47. But ... Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 48. But ... Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 49. But ... Where and how does learning take place? Where and how does teaching take place? Who sets the norms governing South Africa. R.Fox@ru.ac.za Roddy Fox, Rhodes University, these?
  • 50. But ... RECOGNITION REWARDS & Where and how does learning take place? Where and how does teaching take place? Who sets the norms governing South Africa. R.Fox@ru.ac.za Roddy Fox, Rhodes University, these?
  • 51. But ... "The truth is that it became far more important for most professors to deliver a paper at the Hyatt in Chicago than to teach undergraduates back home ... I find it hugely ironic that in thinking about the priorities of the scholar, we give more attention to those who fly away and teach their peers than to those who stay home and inspire future scholars in the classroom." Boyer 1996: 131 RECOGNITION REWARDS & Where and how does learning take place? Where and how does teaching take place? Who sets the norms governing South Africa. R.Fox@ru.ac.za Roddy Fox, Rhodes University, these?
  • 52. But ... "The truth is that it became far more important for most professors to deliver a paper at the Hyatt in Chicago than to teach undergraduates back home ... I find it hugely ironic that in thinking about the priorities of the scholar, we give more attention to those who fly away and teach their peers than to those who stay home and inspire future scholars EGALITARIANISM in the classroom." Boyer 1996: 131 DIVERSITY & RECOGNITION REWARDS & Where and how does learning take place? Where and how does teaching take place? Who sets the norms governing South Africa. R.Fox@ru.ac.za Roddy Fox, Rhodes University, these?
  • 53. But ... "The truth is that it became far more important for most professors to deliver a paper at the Hyatt in Chicago than to teach undergraduates back home ... I find it hugely ironic that in thinking about the priorities of the scholar, we give more attention to those who fly away and teach their peers than to those who stay home and inspire future scholars EGALITARIANISM in the classroom." Boyer 1996: 131 DIVERSITY & RECOGNITION REWARDS & Where and how does learning take place? Where and how does teaching take place? Who sets the norms governing South Africa. R.Fox@ru.ac.za Roddy Fox, Rhodes University, these?
  • 54. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 55. Sir Kenneth Robinson Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 56. Sir Kenneth Robinson Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 57. Sir Kenneth Robinson Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 58. Sir Kenneth Robinson Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 59. Sir Kenneth Robinson Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 60. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 61. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 62. Open Access: RUeResearch Repository & LiUElectronic Press c1300 staff 1184 documents c1,000,000 c6900 students downloads c3500 staff 5367 documents c4,900,000 c16,900 students downloads Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 63. Open Access: RUeResearch Repository & LiUElectronic Press c1300 staff 1184 documents c1,000,000 c6900 students downloads c3500 staff 5367 documents c4,900,000 c16,900 students downloads Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 64. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 65. Move from voluntary to mandatory policies of Open Access Archiving Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 66. Move from voluntary to mandatory policies of Open Access Archiving Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 67. “At international level, the most basic, and the most important, indicator of the digital divide is the number of access lines per 100 inhabitants. It is the leading indicator for the level of universal service in telecommunications and a fundamental measure of the international digital divide.” (OECD 2001, p7) Organisation for Economic Development and Cooperation (2001) Understanding the Digital Divide. [Online] http://www.oecd.org/dataoecd/ 38/57/1888451.pdf [Available: 27th May 2010]. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 68. International Telecommunications Union (2010a) Information Society Statistical Profiles 2009 – Africa. [Online] http://www.itu.int/dms_pub/itu-d/opb/ind/D-IND-RPM.AF-2009-R1-PDF-E.pdf [Available 27th May 2010] In Africa eServices are mobile services Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 69. Africa: very poor submarine cable connections Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 70. Africa: new submarine cable connections 2009-2011 Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 71. Open Access Research Globally Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 72. Globally: 1,000,000,000 downloads since c2005? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 73. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 74. 2005-9 2009 only Downloads by top 25 countries (IP address) Country Full text downloads Percentage USA 256,792 Sweden 184,987 45.8 South Africa 236,518 Unknown 69,766 17.3 India 50,997 India 35,183 8.7 UK 45,089 United States 13,174 3.3 Unknown 36,675 China 8,862 2.2 France 26,791 Great Britain 8,232 2 Australia 23,869 Germany 6,103 1.5 China 17,540 Australia 5,940 1.5 • Canada 17,362 Iran 3,871 1 Rhodes 15,008 Examination of the Malaysia 3,214 0.8 University geographical sources of Finland 3,069 0.8 Germany 13,236 Indonesia 11,393 download requests Vietnam 2,665 0.7 France 2,449 0.6 Iran 10,252 Malaysia 8,605 • Not the distribution to be Pakistan Czech Republic 2,337 2,025 0.6 0.5 Netherlands 8,183 expected given global Norway 1,931 0.5 Ireland 7,508 Italy 6,891 R&D expenditure and Canada 1,804 0.4 Switzerland 6,679 distribution of Denmark 1,756 0.4 Netherlands 1,733 0.4 Thailand 6,531 repositories Ethiopia 1,663 0.4 Brazil 6,095 Taiwan 1,607 0.4 Sub-total 186 other 812,014 169,106 • Why India, South Africa/ Italy 1,578 0.4 countries Sweden, unknown, South Korea 1,577 0.4 Total 981,120 China? University, South Africa. Hong Kong Roddy Fox, Rhodes R.Fox@ru.ac.za 1,519 0.4 Indonesia 1,515 0.5
  • 75. RUeRR Top 100 Documents 70,000 56,000 Network Times Downloaded 42,000 28,000 14,000 0 1 3 5 7 9 11 14 17 20 23 26 29 32 35 38 41 44 47 50 53 56 59 62 65 68 71 74 77 80 83 86 89 92 95 98 Document Rank • Why USA, India, South Africa, China? • Power-law distribution of downloads, top download (MSc Computer Science, 10% of all downloads) accessed from these countries • Common pattern for citations, hits on web sites etc ‘rich get richer’, small world hypothesis Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 76. Sample Thesis: Interoperability for Web Services 3,000 2,400 1,800 1,200 600 0 USA FRANCE AUSTRALIA SWITZERLAND PORTUGAL NORWAY DENMARK NEW ZEALAND KOREA UAE PAKISTAN CHILE SATELLITE COSTA RICA SYRIA CUBA QATAR MOROCCO LEBANON ARMENIA Top 100 Countries • Applies to sources from which requests originate, applies to number of Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za downloads of different types of document in a single discipline
  • 77. Applies to requests for all Doctoral theses Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 78. Similar patterns of thesis requests • Different pattern of paper pre-print requests - particularly from world’s poorest countries • Quality control (visibility) and security issues (legal, ownership, ethical embargo) Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 79. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 80. Some Questions Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 81. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 82. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 83. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? • Are we under an obligation as employees in public funded institutions to make our work freely available? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 84. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? • Are we under an obligation as employees in public funded institutions to make our work freely available? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 85. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? • Are we under an obligation as employees in public funded institutions to make our work freely available? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 86. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? • Are we under an obligation as employees in public funded institutions to make our work freely available? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 87. Some Questions • Do you need to publish work from your PhD or Masters as well as deposit though Open Access? • Do we need the global publishing industry if we can already publish pre and post-print work under our own copyright? • Are we under an obligation as employees in public funded institutions to make our work freely available? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 88. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 89. Open Access in Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 90. Open Access in Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 91. Open Access in Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 92. Open Access in Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 93. Open Access in Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 94. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 95. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 96. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 97. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 98. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 99. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 100. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 101. Main Teaching Pedagogical Approaches Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 102. Main Teaching Pedagogical Approaches DisCo 1 at HTU allowed all four pedagogical approaches Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 103. The Open Source Alternative Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 104. The Open Source Alternative Moodle Registered Sites 2009 Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 105. The Open Source Alternative Moodle Registered Sites 2009 183 sites in Sweden 179 sites in South Africa Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 106. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 107. http://download.moodle.org/download.php/docs/sv/presentation_sv.ppt Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 108. http://download.moodle.org/download.php/docs/sv/presentation_sv.ppt Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 109. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 110. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 111. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 112. RUconnected based in Centre for Higher Education Research in Teaching and Learning NOT IT support division • Flexible: all blocks and elements are movable • Not necessarily standardized; • Control and design in the hands of the educator; • Facilitates multiple learning pathways and can use humanist, social and situational pedagogies; • Multiple languages (incl Swedish); • Open Source, no licensing fees etc; • Very stable; • Useful across platforms and collaborations. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 113. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 114. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 115. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 116. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 117. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 118. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 119. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 120. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 121. DisCo at HV ‘content delivery, course management’ is it the mass production-consumption system? Where is the interaction, conversation, participation, autonomous learning? Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 122. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 123. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 124. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 125. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 126. RUconnected: Socio-Technical Levels Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 127. RUconnected: Socio-Technical Levels Level System Disciplines Examples Sociology, Add norms, laws, Psychology, Communal Socio-Technical Computing, identities etc to below Engineering Social Psychology, Add semantics, Personal Human-Computer Computing, ideas, opinions etc Engineering to below Add programs, IT (hardware & Computing, Information software) Engineering code, bandwidth etc to below Technical Circuits, voltages, Physical Hardware Engineering matter, energy etc Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online] http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009] Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 128. RUconnected: Socio-Technical Levels Level System Disciplines Examples Sociology, Add norms, laws, Psychology, Communal Socio-Technical Computing, identities etc to below Engineering Social POWER Psychology, Add semantics, Personal Human-Computer Computing, ideas, opinions etc Engineering to below Add programs, IT (hardware & Computing, Information software) Engineering code, bandwidth etc to below Technical Circuits, voltages, Physical Hardware Engineering matter, energy etc Source: Whitworth, B., and R. Friedman 2009b Reinventing academic publishing online Part II: A Socio-technical vision. [online] http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/issue/view/294 [Available November 10 2009] Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 129. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 130. Some Conclusions Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 131. Some Conclusions • Open Access and Open Source work across platforms - not locked into consumption of brands Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 132. Some Conclusions • Open Access and Open Source work across platforms - not locked into consumption of brands • ‘Public good’ norms apply not high mass consumption norms Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 133. Some Conclusions • Open Access and Open Source work across platforms - not locked into consumption of brands • ‘Public good’ norms apply not high mass consumption norms • Challenge academic socio-technical systems: Research, Teaching and Learning Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 134. Some Conclusions • Open Access and Open Source work across platforms - not locked into consumption of brands • ‘Public good’ norms apply not high mass consumption norms • Challenge academic socio-technical systems: Research, Teaching and Learning • power, control and influence relocated within academic structures Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 135. Some Conclusions • Open Access and Open Source work across platforms - not locked into consumption of brands • ‘Public good’ norms apply not high mass consumption norms • Challenge academic socio-technical systems: Research, Teaching and Learning • power, control and influence relocated within academic structures • alters access patterns for those marginalized economically, geographically or by language Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za
  • 136. Roddy Fox, Rhodes University, South Africa. R.Fox@ru.ac.za

Editor's Notes

  1. Three activities in FS: forecasting, scenario building, polling\n
  2. Three activities in FS: forecasting, scenario building, polling\n
  3. Three activities in FS: forecasting, scenario building, polling\n
  4. Three activities in FS: forecasting, scenario building, polling\n
  5. Three activities in FS: forecasting, scenario building, polling\n
  6. Three activities in FS: forecasting, scenario building, polling\n
  7. Three activities in FS: forecasting, scenario building, polling\n
  8. Three activities in FS: forecasting, scenario building, polling\n
  9. Three activities in FS: forecasting, scenario building, polling\n
  10. Three activities in FS: forecasting, scenario building, polling\n
  11. Three activities in FS: forecasting, scenario building, polling\n
  12. Three activities in FS: forecasting, scenario building, polling\n
  13. Three activities in FS: forecasting, scenario building, polling\n
  14. Three activities in FS: forecasting, scenario building, polling\n
  15. Three activities in FS: forecasting, scenario building, polling\n
  16. Three activities in FS: forecasting, scenario building, polling\n
  17. Three activities in FS: forecasting, scenario building, polling\n
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  52. Scenario building attempts to develop narratives of future states so that we can backcast - see the likely consequences of our current decisions and policies.\n
  53. Scenario building attempts to develop narratives of future states so that we can backcast - see the likely consequences of our current decisions and policies.\n
  54. Technological revolution and human capacity are seen as the two intersecting axes by SARUA.\nKnowledge Village means (for the region) adoption of changes in world view (this is a great transitions scenario): building regional co-operation along Bologna accord model to integrate national HE systems, fund mobility for staff and students, utilize open source and open access, develop distributed systems using mobile technologies etc.\nCan see all four scenarios today (use own egs of each)\n \n
  55. Technological revolution and human capacity are seen as the two intersecting axes by SARUA.\nKnowledge Village means (for the region) adoption of changes in world view (this is a great transitions scenario): building regional co-operation along Bologna accord model to integrate national HE systems, fund mobility for staff and students, utilize open source and open access, develop distributed systems using mobile technologies etc.\nCan see all four scenarios today (use own egs of each)\n \n
  56. Technological revolution and human capacity are seen as the two intersecting axes by SARUA.\nKnowledge Village means (for the region) adoption of changes in world view (this is a great transitions scenario): building regional co-operation along Bologna accord model to integrate national HE systems, fund mobility for staff and students, utilize open source and open access, develop distributed systems using mobile technologies etc.\nCan see all four scenarios today (use own egs of each)\n \n
  57. Technological revolution and human capacity are seen as the two intersecting axes by SARUA.\nKnowledge Village means (for the region) adoption of changes in world view (this is a great transitions scenario): building regional co-operation along Bologna accord model to integrate national HE systems, fund mobility for staff and students, utilize open source and open access, develop distributed systems using mobile technologies etc.\nCan see all four scenarios today (use own egs of each)\n \n
  58. Future will be a mobile future using these new cables.\n
  59. \n
  60. National HE system is based on competition for the best students, throughput idea based on the concept of the batch system from the industrial age.\n
  61. SARUA forecasts for SADC: use IFS model base line scenario which models demographic change, economic growth, funding for HE.\n5 in Fast Lane are Mauritius (already at 25%), Botswana, SA, Angola and Namibia.\n9 in Slow Lane are: Madagascar, DRC, Malawi, Zimbabwe, Zambia, Lesotho, Swaziland, Mozambique.\nTop countries in Knowledge Village (eg Finland) currently have c1 HEI per 150,000 people. In ECape that would mean 48 HEIs for our current population of 8 million people.\n
  62. Futures in education not found in Africa (exception of US) so forecasting, scenarios and polling are not done by specialists with local insight.\n
  63. Human capacities of Futurists: global perspectives; multi-disciplinary; qualitative and quantitative approaches; systems approaches (eg socio-technical systems); \nPostgraduate programmes (eg at UTU) or as a part of other more discipline based programmes.\n
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