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OportUnidad 2014
Concepts, Oportunities & Networks
Carolina Rossini, VP for International Policy at
Public Knowledge
Founder of the www.rea.net.br (2008)
Monterrey, Mexico
June 10 and 11, 2014
Demand for Higher Education
“Nearly one-third of the world’s
population (29.3%) is under 15.
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.
1 ISCED levels 5 & 6 UNESCO Institute of Statistics figures
2 British Council and IDP Australia projections
By: COL
http://www.col.org/SiteCollectionDocume
nts/JohnDaniel_2008_3x5.jpg
Student Debt  / Perceived Value 
(**) Even bigger challenges in the
Global South
Key challenges facing education in
the Global South
Growing numbers of students
in the education sector
Education institutions under
financial pressure
Limited teaching and learning
resources
Employability of graduates
“Social inclusion has today a new and important
dimension: digital inclusion. Digital inclusion is an
attribute of citizenship: a new right in itself and a way to
ensure basic rights to people, such as free expression and
access to culture and education. For Brazil, digital inclusion
is a tool to ensure that citizens and institutions have the
means to access, use, produce and distribute information
and knowledge through Information and Communication
Technologies (ICT) so that they can participate actively in
Information Society, as receivers and providers of
knowledge.”
Brazilian Ministry of Foreign Affairs at
UNECO OER@Paris Conference
http://www.capetowndeclaration.org
REA
Content
Tools and
Platforms
Intellectual
Property
“4Rs” – Freedoms
review
remixredistribute
reuse
The OER 4 freedoms
Reuse the right to reuse the content in its unaltered
/ verbatim form
Revise the right to adapt, adjust, modify, or alter the
content itself
Remix the right to combine the original or revised
content with other content to create
something new
Redistribute the right to share copies of the original
content, your revisions, or your remixes with
others http://opencontent.org/definition/
Interoperability
(legal and technical)
as essential condition
for new institutions
=
An issue of design
www.google.com.br/advanced_search
http://search.creativecommons.org/?lang=pt
Find, Use & Share
GNU General Public License:
The use of IPs to create freedom
Open Science
Imagem:CreativeCommons-http://ow.ly/3Ycmt
“An open license is one that allows anyone to
access, reuse, modify and share the OER. The
use of open technical standard for OER
platforms and files improves access and reuse
potential of OERs which are developed and
published digitally.”
most free
least free
• SITE REA
Um livro REA sobre REA
http://livrorea.net.br/
Políticas
Públicas
Comunidade
Educação em
tempos de
Cultura Digital
-50%
0%
50%
100%
150%
200%
250%
300%
350%
400%
1986 1988 1990 1992 1994 1996 1998 2000 2002 2004
Year
MIT Libraries Materials Purchases vs. CPI % Increase
1986-2006
Consumer Price Index % + Serial Expenditures % + # Serials Purchased % +
# Books Purchased % + Book Expenditures % +
Journal expenditure
Inflation
http://www.gao.gov/products/GAO-13-368
$500 million – Round 2
($2 billion over four years)
A Growing Library
CC BY: OpenStax College
Mission Driving Growth
0
100
200
300
400
500
600
Adoptions
$9.3 MILLION
SAVED!
Europeana: 30M metadata items under CC0,
5 million digital object with PDM and 2.8
million digital objects under one of the CC
licenses
Higher Ed (by: Cable Green)
Primary (by: Cable Green)
(by: Cable Green)
OER Enhances Academic Freedom
• OER provides faculty with more choices for their courses
• OER allows for permission free editing and adaptation
• OER prevents faculty from being locked into a particular
platform or system
At the course level:
In the market place:
• OER should not be legislated or mandated
• OER needs to stand on it’s own vis a vis publisher material
CC BY: OpenStax College
X Limits access
Digital Rights Management:
Open Licenses:
 Unlimited Access (never expires)
 Unlimited printing/use across devices
 Encourages sharing on informal learning networks
Digital Rights Management
CC BY: OpenStax College
Translations & Accessibility
Customization & Affordability
There is a direct relationship between
textbook costs and student success






60%+ do not purchase textbooks
at some point due to cost
35% take fewer courses due
to textbook cost
31% choose not to register for
a course due to textbook cost
23% regularly go without
textbooks due to cost
14% have dropped a
course due to textbook cost
10% have withdrawn from a
course due to textbook cost
Source: 2012 student survey
by Florida Virtual Campus
www.projectkaleidoscope.org
The Vision

100% of students have
100% free, digital access to all materials on day
1
Drive student success by
designing, adopting, measuring and
improving OER-based courses
www.projectkaleidoscope.org
• Open education policy: Governments, school boards,
colleges and universities should make taxpayer- funded
educational resources OER.
• Open content licenses: OER should be freely shared
through open licenses which facilitate use, revision,
translation, improvement and sharing.
• Collaborative production: Educators and students can
participate in creating, using, adapting and improving
OER.
Strategies for OE
5 Challenges of OER
(1) Faculty Doesn't Know what To Do with OER
(2) Not Everyone Trusts Free Resources
(3) Expectations Around OER Quality are High
(4) Institutional Processes Aren't Always Flexible
(5) No Effective Discovery and Assessment OER Tool
http://campustechnology.com/Articles/2013/04/24/5-Hurdles-to-OER-Adoption.aspx?Page=2
College Leadership:
• Add OER / OA to strategic plans;
• Open Policy on discretionary grants;;
• Support faculty: time/money;
• Make this a Univ-wide conversation
• Make heroes out of open leaders;
• Track & report cost savings, KPIs;
• CC licenses on your MOOCs.
http://roer4d.org/
Research on Open Educational Resources (OER)
for Development
in the Global South
• In what ways, and under what
circumstances can the adoption
of OER address the increasing
demand for accessible, relevant,
high-quality and affordable
education and what is its impact
in the Global South?
Overview of the ROER4D projects 7 Project Clusters
ROER4D
Network hub
OER
Desktop
overview
Survey of OER adoption
by academics & students
Academics’ adoption
of OER
Teacher educators’
adoption of OER
OER adoption in one
country
OER impact
studies
Baseline educational
expenditure
New
ROER4D Objectives
1. Build an empirical knowledge base on the use
and impact of OER in education
2. Develop the capacity of OER researchers
3. Build a network of OER scholars
4. Curate and communicate research to inform
education policy and practice
Call for proposals: Impact studies
www.oer-impact.net
• Asia and Sub-
Saharan Africa
• CAD 50 000 each
• 18 months
• South-North
partnerships
if you care about the
emergence of knowledge
federation systems that allow
broader access to knowledge,
you may have to have some
kind of intervention…and not
wait for organic emergence.
Inclusion/cooperation
Wide dissemination of education contributes to
more inclusive and cohesive societies, fosters
equal opportunities and innovation in line with
the priorities of a renewed social agenda
focused on the knowledge society. In this sense,
this study brings a series of recommendations to
foster this dialogue.
Paul Baran (1964)
the opposite of open isn’t “closed”
the opposite of open is “broken”
“It just takes all of some
of us!”
@wilbanks
Thank you!
Gracias!
Obrigada!
www.rea.net.br
Carolina.rossini@gmail.com

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OportUnidad 2014 Concepts, Oportunities & Networks

  • 1. OportUnidad 2014 Concepts, Oportunities & Networks Carolina Rossini, VP for International Policy at Public Knowledge Founder of the www.rea.net.br (2008) Monterrey, Mexico June 10 and 11, 2014
  • 2. Demand for Higher Education
  • 3. “Nearly one-third of the world’s population (29.3%) is under 15. 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. 1 ISCED levels 5 & 6 UNESCO Institute of Statistics figures 2 British Council and IDP Australia projections By: COL http://www.col.org/SiteCollectionDocume nts/JohnDaniel_2008_3x5.jpg
  • 4. Student Debt  / Perceived Value 
  • 5.
  • 6.
  • 7. (**) Even bigger challenges in the Global South
  • 8. Key challenges facing education in the Global South Growing numbers of students in the education sector Education institutions under financial pressure Limited teaching and learning resources Employability of graduates
  • 9. “Social inclusion has today a new and important dimension: digital inclusion. Digital inclusion is an attribute of citizenship: a new right in itself and a way to ensure basic rights to people, such as free expression and access to culture and education. For Brazil, digital inclusion is a tool to ensure that citizens and institutions have the means to access, use, produce and distribute information and knowledge through Information and Communication Technologies (ICT) so that they can participate actively in Information Society, as receivers and providers of knowledge.” Brazilian Ministry of Foreign Affairs at UNECO OER@Paris Conference
  • 13. The OER 4 freedoms Reuse the right to reuse the content in its unaltered / verbatim form Revise the right to adapt, adjust, modify, or alter the content itself Remix the right to combine the original or revised content with other content to create something new Redistribute the right to share copies of the original content, your revisions, or your remixes with others http://opencontent.org/definition/
  • 14. Interoperability (legal and technical) as essential condition for new institutions = An issue of design
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 22. Find, Use & Share
  • 23. GNU General Public License: The use of IPs to create freedom
  • 24.
  • 27. “An open license is one that allows anyone to access, reuse, modify and share the OER. The use of open technical standard for OER platforms and files improves access and reuse potential of OERs which are developed and published digitally.”
  • 29.
  • 30.
  • 32. Um livro REA sobre REA http://livrorea.net.br/
  • 34.
  • 35. -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 Year MIT Libraries Materials Purchases vs. CPI % Increase 1986-2006 Consumer Price Index % + Serial Expenditures % + # Serials Purchased % + # Books Purchased % + Book Expenditures % + Journal expenditure Inflation
  • 37. $500 million – Round 2 ($2 billion over four years)
  • 38. A Growing Library CC BY: OpenStax College
  • 41. Europeana: 30M metadata items under CC0, 5 million digital object with PDM and 2.8 million digital objects under one of the CC licenses
  • 42. Higher Ed (by: Cable Green)
  • 45. OER Enhances Academic Freedom • OER provides faculty with more choices for their courses • OER allows for permission free editing and adaptation • OER prevents faculty from being locked into a particular platform or system At the course level: In the market place: • OER should not be legislated or mandated • OER needs to stand on it’s own vis a vis publisher material CC BY: OpenStax College
  • 46. X Limits access Digital Rights Management: Open Licenses:  Unlimited Access (never expires)  Unlimited printing/use across devices  Encourages sharing on informal learning networks Digital Rights Management CC BY: OpenStax College
  • 49. There is a direct relationship between textbook costs and student success       60%+ do not purchase textbooks at some point due to cost 35% take fewer courses due to textbook cost 31% choose not to register for a course due to textbook cost 23% regularly go without textbooks due to cost 14% have dropped a course due to textbook cost 10% have withdrawn from a course due to textbook cost Source: 2012 student survey by Florida Virtual Campus www.projectkaleidoscope.org
  • 50. The Vision  100% of students have 100% free, digital access to all materials on day 1 Drive student success by designing, adopting, measuring and improving OER-based courses www.projectkaleidoscope.org
  • 51.
  • 52.
  • 53.
  • 54. • Open education policy: Governments, school boards, colleges and universities should make taxpayer- funded educational resources OER. • Open content licenses: OER should be freely shared through open licenses which facilitate use, revision, translation, improvement and sharing. • Collaborative production: Educators and students can participate in creating, using, adapting and improving OER. Strategies for OE
  • 55.
  • 56.
  • 57. 5 Challenges of OER (1) Faculty Doesn't Know what To Do with OER (2) Not Everyone Trusts Free Resources (3) Expectations Around OER Quality are High (4) Institutional Processes Aren't Always Flexible (5) No Effective Discovery and Assessment OER Tool http://campustechnology.com/Articles/2013/04/24/5-Hurdles-to-OER-Adoption.aspx?Page=2
  • 58. College Leadership: • Add OER / OA to strategic plans; • Open Policy on discretionary grants;; • Support faculty: time/money; • Make this a Univ-wide conversation • Make heroes out of open leaders; • Track & report cost savings, KPIs; • CC licenses on your MOOCs.
  • 59.
  • 61. Research on Open Educational Resources (OER) for Development in the Global South • In what ways, and under what circumstances can the adoption of OER address the increasing demand for accessible, relevant, high-quality and affordable education and what is its impact in the Global South?
  • 62. Overview of the ROER4D projects 7 Project Clusters ROER4D Network hub OER Desktop overview Survey of OER adoption by academics & students Academics’ adoption of OER Teacher educators’ adoption of OER OER adoption in one country OER impact studies Baseline educational expenditure New
  • 63. ROER4D Objectives 1. Build an empirical knowledge base on the use and impact of OER in education 2. Develop the capacity of OER researchers 3. Build a network of OER scholars 4. Curate and communicate research to inform education policy and practice
  • 64. Call for proposals: Impact studies www.oer-impact.net • Asia and Sub- Saharan Africa • CAD 50 000 each • 18 months • South-North partnerships
  • 65. if you care about the emergence of knowledge federation systems that allow broader access to knowledge, you may have to have some kind of intervention…and not wait for organic emergence.
  • 66. Inclusion/cooperation Wide dissemination of education contributes to more inclusive and cohesive societies, fosters equal opportunities and innovation in line with the priorities of a renewed social agenda focused on the knowledge society. In this sense, this study brings a series of recommendations to foster this dialogue.
  • 67.
  • 69.
  • 70. the opposite of open isn’t “closed”
  • 71. the opposite of open is “broken”
  • 72. “It just takes all of some of us!” @wilbanks