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The current situation of
                    OpenCourseWare in Spain


                                 Edmundo Tovar
                       (Universidad Politécnica de Madrid)
                            edmundo.tovar@upm.es
                         edmundo@opencourseware.eu




                                with the support of the Lifelong Learning
opencourseware.eu               Programme of the European Union
                                                                            1
Past studies




                    with the support of the Lifelong Learning
opencourseware.eu   Programme of the European Union
                                                                2
Studies on the impact of OCW


• A New Model for Open Sharing (MIT):
Margulies (2004)
   – Methodology: survey
   – Findings: OCW statistics on use and its consequences.
     Advantages for MIT OCW:
       •   Reference site for many teachers
       •   Preserving teacher materials and pedagogy (a record is kept)
       •   Preservation of course materials (notes and transcripts);
       •   Graphical assistance
       •   Greater visibility for teaching; promotes grant applications.
Studies on the impact of OCW


• Studies at MIT (2004, 2005,
  2007, 2010, 2011).
  – Methodology: survey and analysis
    of access
  – Findings: this study covers three
    areas: access, use and impact.
     •   OCW site use statistics
     •   Source and type of users.
     •   Ease of use
     •   Impact on users.
Studies on the impact of OCW

• “Impacto del Open Course Ware
  (OCW) en los docentes
  universitarios” María Dolores Frías Navarro,
  Juan Pascual Llobell, Héctor Monterde i Bort y
  Marcos Pascual Soler (2010):
   – Methods: Survey sampled from
     Spanish and Lat American professors;
   – Findings:
       • Number of courses and their type.
       • A study of contents of a randomly
         selected group
       • A poll that has been answered by 255
         Spanish professors and 53 from Latin
         American universities
Studies on the impact of OCW


• “OER Impact Study”: (Liz
  Masterman y Joanna Wild
  (2011):)
  – Methodology: interviews and
    focus groups with professors,
    students and OCW managers
  – Findings: Potential benefits of
    OER to both educators and
    students.
Studies on the impact of OCW

• Chapter of advantages and disadvantages,
  detected several areas:
       • Pedagogic:
            – Provenance: Quality
            – Pedagogic intent, explicitly developed for educational
              purposes
            – Granularity.
            – Media. Rich.
       • Attitudinal:
            – emphasizes the enhancement of students' autonomous
              learning, increased confidence when professors publish
              their own materials, teacher openness to learn them too.,
              etc
       • Logistics:
            – the amount of resources in some areas is insufficient,
              lack of quality of content,
       • Strategy
            – to identify individuals and groups using OER
Studies on the impact of OCW


• “The impact of
  OpenCourseWare on paid
  enrollment in distance learning
  courses” (Justin K. Johansen, 2009):
   – Methodology: experimental
     method focusing on several
     courses compared with previous
     years using statistical techniques
   – Findings:
      • OCW is sustainable because of the
        new students attracted.
Studies on the impact of OCW


• “Measuring our Impact: the
  Open.Michigan Initiative”
  (Emily Puckett Rodgers, 2011):
   – Metodología: SWOT analysis,
     using opinion survey,
     interviews and user feedback
   – Findings: how to implement
     a culture of quality
     measurement in the MU
     OCW:
International context


                Our survey in the EU OCW project




                           with the support of the Lifelong Learning
opencourseware.eu          Programme of the European Union
                                                                       10
Survey Results EU OCW Project




                              with the support of the Lifelong Learning
opencourseware.eu             Programme of the European Union
                                                                          11
Factors

Factors enabling OCW/OER initiatives                       Factors inhibiting OCW/OER Initiatives
• Institutional support
                                                         • Lack of institutional support
An institution supports open sharing in
                                                         • Negative attitudes from faculty
education through:
                                                         • Copyright-related challenges
-Actively encouraging participation in the
production and sharing of OCW/OER amongst
                                                         • Lack of information about institutional benefits
faculty members
                                                         related to OCW/OER projects
-Implementing open content or open access
policies
                                                         • Difficulties with finding appropriate and quality
-Providing resources (financial and staff) to
                                                         OCW/OER (when attempting to reuse materials
assist faculty members in the production of
                                                         produced elsewhere)
OCW/OER
-Providing incentives to faculty members to
engage in the production and sharing of
OCW/OER

• Positive attitudes from faculty members

                                          with the support of the Lifelong Learning
 opencourseware.eu                        Programme of the European Union
                                                                                                        12
Benefits of OCW/OER Initiatives
                    for the involved Institutions
     • The content used by educators, professionals, and individual users.
     • Allows to work in a business model.
     • It increases the quality of education.
     • OCW has become the KPI of the university.
     • Medium for sharing information among a community of institutions.
     • Increased visibility of the university.
     • Increased visibility of teachers and materials.
     • Collaboration with other universities.
     • Teacher recognition (awards).
     • Attracting new students.
     • To provide to the society the knowledge generated in the university.
     • Contribution to national development.
     • Provide users with materials - free of charge.
     • Medium to share materials among teachers.
     • OER integrated into the objectives of the academic or research organizations,
     scholarships, etc…

                                   with the support of the Lifelong Learning
opencourseware.eu                  Programme of the European Union
                                                                                       13
Aplicación de tecnologías web
   emergentes para el estudio del impacto
   de repositorios OpenCourseWare
   españoles y latinoamericanos en la
   Educación Superior
                              EA 2011-120
                    Grant of the Spanish Ministry of
                               Education
                               with the support of the Lifelong Learning
opencourseware.eu              Programme of the European Union
                                                                           14
Challenges on management of OCW information generated and shared by
Organizations

(1) Large amounts of unstructured, and semi-structured data.
(2) Although the collected data from OCW repositories may have certain
structure accepted by community, but not all data have an similar or
compatible structure and meaning.
(3) Open education materials are shared as Information Silos or "Walled
Gardens"
Application of Semantic technologies:
Faceted Query of OCW
based on Linked opencourseware data




     GICAC UPM-UTPL Educational Innovative Group
Focus Group: What is OCW for your
         institution?
• It is a way of promotion of our University
• It is a shop window for others, new students and
  new clients
• It is an altruistic initiative to help those who have
  no access to Higher Education
• It is an opportunity for students to know class
  materials before enrolling
• It is a website that allows teachers and students
  publish freely available contents in a structured
  way and with a reasonable cost
Focus group: …but it has some problems

• In some cases it has been a failure, mostly due to lack of
  institutional support (no resources and no personnel
  devoted to it)
• It is something that is good having, but managers do not
  really care about
• It is hard to reach professors and motivate them to
  collaborate
• There is a problem with licenses (too restrictive) and
  acceptance by professors of the Open culture
• There are problems with platforms and several duplicities
  (moodle, OCW, Aula Virtual, etc.)
• There is not a good set of incentives for professors to take
  part in it
Focus Group: …and offers opportunities
        for those taking part in it
• Way of promotion of professors’ work, with
  potentially thousands of users looking at their
  materials
• Way of learning one of each other
• Offers prestige to the institution hosting it
• Increases the quality of teaching materials
• Allows to inspect how professors are doing
  regarding their teaching techniques and materials
• Saves money by reusing materials of other peers
Survey (First data): Teachers’s view


• OCW Problems
                                                                                 Porcentaje
                                                                                   válido
   El proceso de publicación tarda demasiado                                        2,6
   He necesitado respaldo jurídico sobre el funcionamiento de los derechos del
                                                                                   10,5
   copyright y no lo he encontrado
   Hubiera querido acceder a material OCW de otras universidades pero no tenía
                                                                                    7,9
   recursos para encontrarlo
   Me hubiera gustado tener más feedback de quién visita mi página y no lo he
                                                                                   31,6
   tenido
   No existían guías sobre cómo publicar                                           13,2
   No fue posible colgar determinados contenidos que deseaba compartir              2,6
   Problemas con el contrato OCW                                                    5,3
   Resulta complicado cambiar cualquier cosa una vez publicada                     23,7
   Resulta difícil acceder a la información relevante sobre el OCW                  2,6
                                                                                  (n=73)
Survey (First data): Teachers’s view


• Incentives to publish
                                                                                   Porcentaje
                                                                                     válido
Mayor reconocimiento como publicación                                                 74,3
Reconocimiento del tiempo dedicado a la preparación de los cursos como tiempo de
                                                                                      57
docencia
Incentivos salariales a través de los complementos docentes                          37,1
Facilidad a la hora de publicar                                                      28,6
Concursos que premien a las mejores asignaturas publicadas                           20,0
Mayor publicidad de las personas que han publicado un curso                          17,1
Cursos de formación sobre lo que es el OCW                                           14,3
Survey (First data): Teachers’s view


  • Priorities to improve OCW
                                                                                           Porcentaje
                                                                                             válido
Fomento del uso de OCW en asignaturas concretas                                               57,1
Creación de un taller sobre su uso para los profesores                                        51
Implantación del uso del OCW en los programas de máster y de preparación del profesorado     48,6
Creación de un programa de "tutorías" para que el profesorado acceda al OCW                  22,9
Creación de comunidades de estudiantes de cualquier parte del mundo interesados en una
                                                                                             20,0
asignatura
Incorporación de materiales de OCW a una red social                                          14,3
Creación de un grupo de profesores pioneros que fomenten el uso del OCW                      11,4
SWOT Analysis (First draft)


S                                                                                         W

      Welcome to the Open philosopy           Unknowledge of the Open Philosophy
Users’ perception of Quality of some                  Low Quality Materials
              courses                             Dificulty to publish and update
     Infrastructures operatives (many)              Lack of information
    Receptivity and wish of improvement



                                          Disappointing of the good authors becasue the
                                                              quality
          Spanish Language                              Global competence
         Early arrival to the community   Unknowledge by teachers and students
           OCW as teh future                 Recognition policies may not depend on
             OCW Consortium                               univeersities
O       Explosion of social networks                  Economical situation            T
                                                  Unknowledge by the Society
Thanks!
                              Edmundo Tovar
                    (Universidad Politécnica de Madrid)
                         edmundo.tovar@upm.es
                      edmundo@opencourseware.eu




                            with the support of the Lifelong Learning
opencourseware.eu           Programme of the European Union
                                                                        24

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Workshop Barcelona: Situation in spain

  • 1. The current situation of OpenCourseWare in Spain Edmundo Tovar (Universidad Politécnica de Madrid) edmundo.tovar@upm.es edmundo@opencourseware.eu with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 1
  • 2. Past studies with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 2
  • 3. Studies on the impact of OCW • A New Model for Open Sharing (MIT): Margulies (2004) – Methodology: survey – Findings: OCW statistics on use and its consequences. Advantages for MIT OCW: • Reference site for many teachers • Preserving teacher materials and pedagogy (a record is kept) • Preservation of course materials (notes and transcripts); • Graphical assistance • Greater visibility for teaching; promotes grant applications.
  • 4. Studies on the impact of OCW • Studies at MIT (2004, 2005, 2007, 2010, 2011). – Methodology: survey and analysis of access – Findings: this study covers three areas: access, use and impact. • OCW site use statistics • Source and type of users. • Ease of use • Impact on users.
  • 5. Studies on the impact of OCW • “Impacto del Open Course Ware (OCW) en los docentes universitarios” María Dolores Frías Navarro, Juan Pascual Llobell, Héctor Monterde i Bort y Marcos Pascual Soler (2010): – Methods: Survey sampled from Spanish and Lat American professors; – Findings: • Number of courses and their type. • A study of contents of a randomly selected group • A poll that has been answered by 255 Spanish professors and 53 from Latin American universities
  • 6. Studies on the impact of OCW • “OER Impact Study”: (Liz Masterman y Joanna Wild (2011):) – Methodology: interviews and focus groups with professors, students and OCW managers – Findings: Potential benefits of OER to both educators and students.
  • 7. Studies on the impact of OCW • Chapter of advantages and disadvantages, detected several areas: • Pedagogic: – Provenance: Quality – Pedagogic intent, explicitly developed for educational purposes – Granularity. – Media. Rich. • Attitudinal: – emphasizes the enhancement of students' autonomous learning, increased confidence when professors publish their own materials, teacher openness to learn them too., etc • Logistics: – the amount of resources in some areas is insufficient, lack of quality of content, • Strategy – to identify individuals and groups using OER
  • 8. Studies on the impact of OCW • “The impact of OpenCourseWare on paid enrollment in distance learning courses” (Justin K. Johansen, 2009): – Methodology: experimental method focusing on several courses compared with previous years using statistical techniques – Findings: • OCW is sustainable because of the new students attracted.
  • 9. Studies on the impact of OCW • “Measuring our Impact: the Open.Michigan Initiative” (Emily Puckett Rodgers, 2011): – Metodología: SWOT analysis, using opinion survey, interviews and user feedback – Findings: how to implement a culture of quality measurement in the MU OCW:
  • 10. International context Our survey in the EU OCW project with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 10
  • 11. Survey Results EU OCW Project with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 11
  • 12. Factors Factors enabling OCW/OER initiatives Factors inhibiting OCW/OER Initiatives • Institutional support • Lack of institutional support An institution supports open sharing in • Negative attitudes from faculty education through: • Copyright-related challenges -Actively encouraging participation in the production and sharing of OCW/OER amongst • Lack of information about institutional benefits faculty members related to OCW/OER projects -Implementing open content or open access policies • Difficulties with finding appropriate and quality -Providing resources (financial and staff) to OCW/OER (when attempting to reuse materials assist faculty members in the production of produced elsewhere) OCW/OER -Providing incentives to faculty members to engage in the production and sharing of OCW/OER • Positive attitudes from faculty members with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 12
  • 13. Benefits of OCW/OER Initiatives for the involved Institutions • The content used by educators, professionals, and individual users. • Allows to work in a business model. • It increases the quality of education. • OCW has become the KPI of the university. • Medium for sharing information among a community of institutions. • Increased visibility of the university. • Increased visibility of teachers and materials. • Collaboration with other universities. • Teacher recognition (awards). • Attracting new students. • To provide to the society the knowledge generated in the university. • Contribution to national development. • Provide users with materials - free of charge. • Medium to share materials among teachers. • OER integrated into the objectives of the academic or research organizations, scholarships, etc… with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 13
  • 14. Aplicación de tecnologías web emergentes para el estudio del impacto de repositorios OpenCourseWare españoles y latinoamericanos en la Educación Superior EA 2011-120 Grant of the Spanish Ministry of Education with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 14
  • 15. Challenges on management of OCW information generated and shared by Organizations (1) Large amounts of unstructured, and semi-structured data. (2) Although the collected data from OCW repositories may have certain structure accepted by community, but not all data have an similar or compatible structure and meaning. (3) Open education materials are shared as Information Silos or "Walled Gardens"
  • 16. Application of Semantic technologies: Faceted Query of OCW based on Linked opencourseware data GICAC UPM-UTPL Educational Innovative Group
  • 17. Focus Group: What is OCW for your institution? • It is a way of promotion of our University • It is a shop window for others, new students and new clients • It is an altruistic initiative to help those who have no access to Higher Education • It is an opportunity for students to know class materials before enrolling • It is a website that allows teachers and students publish freely available contents in a structured way and with a reasonable cost
  • 18. Focus group: …but it has some problems • In some cases it has been a failure, mostly due to lack of institutional support (no resources and no personnel devoted to it) • It is something that is good having, but managers do not really care about • It is hard to reach professors and motivate them to collaborate • There is a problem with licenses (too restrictive) and acceptance by professors of the Open culture • There are problems with platforms and several duplicities (moodle, OCW, Aula Virtual, etc.) • There is not a good set of incentives for professors to take part in it
  • 19. Focus Group: …and offers opportunities for those taking part in it • Way of promotion of professors’ work, with potentially thousands of users looking at their materials • Way of learning one of each other • Offers prestige to the institution hosting it • Increases the quality of teaching materials • Allows to inspect how professors are doing regarding their teaching techniques and materials • Saves money by reusing materials of other peers
  • 20. Survey (First data): Teachers’s view • OCW Problems Porcentaje válido El proceso de publicación tarda demasiado 2,6 He necesitado respaldo jurídico sobre el funcionamiento de los derechos del 10,5 copyright y no lo he encontrado Hubiera querido acceder a material OCW de otras universidades pero no tenía 7,9 recursos para encontrarlo Me hubiera gustado tener más feedback de quién visita mi página y no lo he 31,6 tenido No existían guías sobre cómo publicar 13,2 No fue posible colgar determinados contenidos que deseaba compartir 2,6 Problemas con el contrato OCW 5,3 Resulta complicado cambiar cualquier cosa una vez publicada 23,7 Resulta difícil acceder a la información relevante sobre el OCW 2,6 (n=73)
  • 21. Survey (First data): Teachers’s view • Incentives to publish Porcentaje válido Mayor reconocimiento como publicación 74,3 Reconocimiento del tiempo dedicado a la preparación de los cursos como tiempo de 57 docencia Incentivos salariales a través de los complementos docentes 37,1 Facilidad a la hora de publicar 28,6 Concursos que premien a las mejores asignaturas publicadas 20,0 Mayor publicidad de las personas que han publicado un curso 17,1 Cursos de formación sobre lo que es el OCW 14,3
  • 22. Survey (First data): Teachers’s view • Priorities to improve OCW Porcentaje válido Fomento del uso de OCW en asignaturas concretas 57,1 Creación de un taller sobre su uso para los profesores 51 Implantación del uso del OCW en los programas de máster y de preparación del profesorado 48,6 Creación de un programa de "tutorías" para que el profesorado acceda al OCW 22,9 Creación de comunidades de estudiantes de cualquier parte del mundo interesados en una 20,0 asignatura Incorporación de materiales de OCW a una red social 14,3 Creación de un grupo de profesores pioneros que fomenten el uso del OCW 11,4
  • 23. SWOT Analysis (First draft) S W Welcome to the Open philosopy Unknowledge of the Open Philosophy Users’ perception of Quality of some Low Quality Materials courses Dificulty to publish and update Infrastructures operatives (many) Lack of information Receptivity and wish of improvement Disappointing of the good authors becasue the quality Spanish Language Global competence Early arrival to the community Unknowledge by teachers and students OCW as teh future Recognition policies may not depend on OCW Consortium univeersities O Explosion of social networks Economical situation T Unknowledge by the Society
  • 24. Thanks! Edmundo Tovar (Universidad Politécnica de Madrid) edmundo.tovar@upm.es edmundo@opencourseware.eu with the support of the Lifelong Learning opencourseware.eu Programme of the European Union 24