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The Why, What and How 
of Open Education 
Mary Lou Forward 
Open Education Consortium 
October 3, 2014 
Unless otherwise indicated, this presentation is licensed CC-BY 4.0
Why: philosophical & practical underpinnings 
What: definitions & examples 
How: national and international case studies 
Discussion
the common sense argument 
Education Is Sharing
Teachers Share With Students 
knowledge and skills 
feedback and criticism 
encouragement
Students Share With Teachers 
questions 
assignments 
tests
If There Is No Sharing 
there is no education
Successful Educators 
share most completely 
with the most students
Knowledge is Magical 
can be given without being given away
Physical Expressions Are Not 
to give a book you must give it away
When Expressions Are Digital 
they also become magical
Image © www.annarbor.com
Open Stax Biology Textbook, online, PDF, epub or print on demand
Both Knowledge and Expressions 
can be given without being given away
Unprecedented Capacity 
we can share as never before
Unprecedented Capacity 
we can educate as never before
What Does “Share” Mean? 
online it means copy and distribute
Cost of “Copy” 
For one 250 page book: 
• Copy by hand - $1,000 
• Copy by print on demand - $4.90 
• Copy by computer - $0.00084
Cost of “Distribute” 
For one 250 page book: 
• Distribute by mail - $5.20 
• Distribute by Internet - $0.00072
Digital Copy and Distribute 
are essentially “Free” 
this changes everything
Educational Sharing 
also means adapting or editing
Sense-making, Meaning-making 
connecting to prior knowledge 
relating to past experience 
(in an appropriate language for 
learners)
Digital Makes Editing “Free” 
editing a printed book or magazine 
is difficult and expensive 
editing a digital item is not
“Free” Copy, Distribute, Edit 
we can share as never before
“Free” Copy, Distribute, Edit 
we can educate as never before 
Slides 6-11, 14-25 & 56 taken or modified from TJ Bliss, John Hilton & David Wiley 
http://www.slideshare.net/tjbliss/introduction-to-oer-workshop CC-BY 3.0
Today’s reality 
the economic argument
while tuition and fees increased by 89 percent and overall consumer 
prices grew by 28 percent. 
Figure 1: Estimated Increases in New College Textbook Prices, College Tuition and 
Fees, and Overall Consumer Price Inflation, 2002 to 2012 
Source http://www.gao.gov/products/GAO-13-368 
8
$1,207 
Average student budget for books and 
supplies 2013-2014 academic year 
Source http://trends.collegeboard.org/college-pricing/figures-tables/average-estimated-undergraduate-budgets- 
2013-14
Macroeconomics (5th Edition) by Stephen D. Williamson
Source http://www.ucsbstuff.com
Source http://www.coursesmart.com/macroeconomics-fifth-edition/stephen-d-williamson/dp/9780132992787
Image © from http://www.cnn.com/2013/06/28/showbiz/heat-director-buddy-cop/
2 in 3 
Students say they didn’t buy the 
textbook because the cost is too high 
Source http://www.uspirg.org/reports/usp/fixing-broken-textbook-market
1 in 2 
Students say they have taken fewer 
courses due to the cost of textbooks 
Source http://www.openaccesstextbooks.org/pdf/2012_Florida_Student_Textbook_Survey.pdf
Students can’t learn from 
materials 
they can’t afford
Normal Market 
 
Producer 
Consumer 

Textbook Market 
 
 
Textbook Market 
 
  
Slides 27-41 taken or modified from Nicole Allen http://www.slideshare.net/txtbks/keynote-nercomp
Selects what to publish, 
when to update, what to 
include or exclude 
Doesn’t have the option 
to customize materials 
to their teaching 
Pedagogy & the Textbook Market 
No choice, required 
purchase, limited feedback
Selects what to publish, 
when to update, what to 
include or exclude 
Doesn’t have the option 
to customize materials 
to their teaching 
Pedagogy & the Textbook Market 
No choice, required 
purchase, limited feedback
Demand & Access 
Last leg of the philosophical and practical stool
World Bank, The State of Education, 2011 
18.1 
20.0 
22.5 
24.0 
25.9 27.1 
60 
50 
40 
30 
20 
10 
0 
1999 2001 2003 2005 2007 2009 
Gross Enrolment Rate. Tertiary (ISCED 5 & 6). Total (%) 
EAP ECA LAC MNA SAS SSA WLD 
Source: UNESCO Institute for Statistics in EdStats, July 2011 
Note: SAS 2009 is 2008 data.
Percentage of population <15
Q. How many UMass sized universities can we build 
in the next 5-10 years? 
http://library.umassmed.edu/omha/american_archives2009/more_photos.html
“Today there are 158 million 
people enrolled in tertiary 
education1. Projections suggest 
that that participation will peak 
at 263 million2 in 2025. 
Accommodating the additional 
105 million students would 
require more than four major 
universities (30,000 students) to 
open every week for the next 
fifteen years. 
By: COL 
http://www.col.org/SiteCollectionDocuments/John 
Daniel_2008_3x5.jpg 
1 ISCED levels 5 & 6 UNESCO Institute of Statistics figures 
2 British Council and IDP Australia projections 
Slide from http://www.slideshare.net/cgreen/open-education-the-business-andpolicy-case-for-oer
Q. How many UMass sized universities can we build 
in the next 5-10 years? 
http://library.umassmed.edu/omha/american_archives2009/more_photos.html
Q. How many UMass sized universities can we build 
in the next 5-10 years? 
A. Not enough 
http://library.umassmed.edu/omha/american_archives2009/more_photos.html
The time is right for new approaches
What is Open Education? 
Open Education encompasses resources, tools and 
practices that employ a framework of open sharing to 
improve educational access and effectiveness worldwide. 
Open Education combines the traditions of knowledge 
sharing and creation with 21st century technology to 
create a vast pool of openly shared educational resources 
while harnessing today’s collaborative spirit to develop 
educational approaches that are more responsive to 
learner’s needs.
Open Education Allows 
Higher Education 
to reconsider approaches 
to teaching and learning
Open Education 
Terms 
• Open Educational Resources 
• OpenCourseWare 
• Open Educational Practice 
• Open Textbooks 
= Free and Open
OER are teaching, learning, and 
research materials that permit 
their free use and re-purposing by 
others
Free 
no cost 
Open 
No cost + 
permission to modify 
By Adam Bartlett http://www.flickr.com/photos/atbartlett/2432704579/ 
By Sean MacEntee http://www.flickr.com/photos/smemon/4518528819/
Internet 
Enables 
OER 
Allows 
sharing and educating at 
unprecedented scale
What does OER look like?
http://open.umn.edu/opentextbooks/
http://ocw.metu.edu.tr/
http://phet.colorado.edu/
http://sccmath.wordpress.com/mat12x-fall-2014/
How is OER being used?
http://CC-BY-NC-SA by USAID images www.flickr.com/photos/usaid_images/6462458071/
Goal: Save students $5 Million in 5 Years
Promoting OER with Students
Promoting OER with Students
By Opensourceway http://www.flickr.com/photos/opensourceway/4812651268
Thank you!
Why, What, How of Open Education

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Why, What, How of Open Education

Editor's Notes

  1. In regions where the percentage is still very low, such as Sub-Saharan Africa, the growth rate is among the highest in the world.
  2. To meet this demand would require a furious pace of building physical infrastructure, which carries a similarly burdensome financial investment. Alternatively, we can seek non traditional solutions, in which OER can play an important role.
  3. And the world needs this dream to come true … and quickly… if we are to meet the global demand for higher / tertiary education. Sir John Daniel, President & DEO of the Commonwealth of Learning notes: What do you think the odds are the world will build four major universities (30,000 students) to open every week for the next fifteen years?
  4. Free = no cost Open = no cost and openly licensed, at least including the right to modify
  5. Another interesting activity being undertaken in Indonesia is the use of OER in formal educational program. The University of Bandun wanted to develop programs in water management. As you know, developing new courses and programs requires a significant financial and time commitment. Rather than investing in faculty developing theoretical lectures, they decided to use these lectures freely and openly offered by Delft University of Technology in the Netherlands, and focus their development efforts on contextualizing theoretical and practical approaches in Indonesian environments and society.
  6. Students benefit from this approach by having more hands on opportunities to explore the application of theory and approach in their local situations. Faculty become engaged in producing locally relevant activities and content, which is then put back as OER so that the rest of the world can benefit from their experience and begin to understand how theoretical concepts can be interpreted and operationalized in different contexts around the world.