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Innovative experiences of
       Open Educational Resources
       towards academic knowledge
       mobilization: Latin-American context




                                                          Vladimir Burgos
                                                          Liaison Officer of Innovation and Educational Technology at
                                                          the Center for Innovation in Technology and Education in
                                                          Tecnológico de Monterrey (ITESM).


                                                          Project manager of OCW Tecnológico de Monterrey
                                                          & temoa.info (Knowledge Hub OER Index)


Proceedings of OpenCourseWare Consortium Global
2011: Celebrating 10 Years of OpenCourseWare
            Creative Commons Attribution License
            http://creativecommons.org/licenses/by/3.0/
2




          “The creation and transference of
 knowledge is one of the strategies of wealth
         and prosperity most promising and
          challenging in the emergence of a
                 knowledge-based society”


We need to go beyond knowledge sharing and dissemination
of OER towards open educational practices (OEP).
Frame of reference
  Open Educational Resources (OER)
                                                                                                        3




          “OER are teaching, learning and research resources
          that reside in the public domain or have been released
         under an intellectual property license that permits their
            free use or re-purposing by others. Open educational
        resources include full courses, course materials, modules,
       textbooks, streaming videos, tests, software, and any other
          tools, materials or techniques used to support access to
                                                       knowledge“




Atkins, D; Brown, J; Hammond, A (2007). Report to The William and Flora Hewlett Foundation (February
   2007); pp.4, http://www.hewlett.org/oer
Smith, Marshall S.; Casserly, Catherine M. (2006). The Promise of Open Educational Resources; Change:
   The Magazine of Higher Learning; Sep-Oct 2006; 38(5); p. 8 (EJ772126)
Frame of reference
  Open Educational Practices (OEP)
                                                                                                  4




           “Open Educational Practices (OEP) are a set of
       activities around instructional design and implementation
         of events and processes intended to support learning.
           They also include the creation, use and repurposing of
      Open Educational Resources (OER) and their adaptation to
       the contextual setting. They are documented in a portable
                               format and made openly available”




The OPAL Report 2011 “Beyond OER: Shifting Focus to Open Educational Practices”, The "Open
   Educational Quality Initiative", retrieved at 23 February, 2011 from http://oer-quality.org/
5



To move forward in the creation and sharing of knowledge
represented as open educational resources (OER), it is
important to recognize and properly document the use and the
type of knowledge being generated in educational institutions
(i.e. courses, articles, lectures, documentation, research, etc).

Open educational practices (OEP) may help us to make
evident the use we are giving to OER, this through the
documentation of teaching methodologies and strategies,
learning activities, study cases and any other forms of
presenting evidences of use of OER through the socialization
of educational experiences.
Knowledge value
                                                                6



The objective has to be the discovery, instrumentation
and operationalization of a sustainable cycle of virtuous
value creation, as a side effect of the capitalization of the
flow of information and knowledge in the activities
produced by the most valuable asset of the organization
(human capital).




         OER
Comunnities of practice (CoP)
                                                        7



To succeed towards a knowledge-based economy,
organizations including educational institutions need
to recognize their knowledge assets and facilitate a
dissemination process through active local
communities.
Barriers of academic knowledge mobilization
                                                                                                  8


  According to OPAL (2011) in its report “Beyond OER: Shifting Focus to
  Open Educational Practices” there are five relevant barriers that need to be
  addressed to ease the task to individuals to use OER:


  1.      Lack of institutional support;
  2.      Lack of technological tools;
  3.      Lack of skills and time of users;
  4.      Lack of quality or fitness of OER;
  5.      Personal issues (lack of trust and time).

  The report argues for building confidence in the use of OER to enhance
  their actual usage as well as the creation of open learning frameworks to
  transform the way we see education nowadays.

The OPAL Report 2011 “Beyond OER: Shifting Focus to Open Educational Practices”, The "Open
   Educational Quality Initiative", retrieved at 23 February, 2011 from http://oer-quality.org/
Study case: academic knowledge mobilization
                                                                   9


         The case that is presented refers to a Mexican
         university, the Tecnológico de Monterrey
         (www.itesm.edu) that has been working since 2007
         on several open educational projects.

         The Tecnológico de Monterrey is a private, non-profit
         academic institution founded at the year of 1943 and
         composed of 31 campuses across Mexico.

         Since 1989 it has been a pioneer in distance
         education, and with more of 20 years of experience
         through its Virtual University, it currently reaches 29
         countries and offers undergraduate, postgraduate,
         continuing education, and social programs completely
         online.
Academic knowledge mobilization
                                                                             10


The biggest challenge we face is to foster the value of use of
existing knowledge in the process of sharing, assimilation and
application of focused knowledge to specific needs through
local communities of practice.
      Sharing     Selection         Dissemination        Mobilization


                                            Academy
                                                                University
                                           Government

                       Infomediary
       INTERNET
                       ---------------       Industry
                        Catalog of
                           OER
                                              NGO


                                           Communities


                                             People
Towards academic knowledge mobilization
                                                                    11



The idea with open educational practices (OEP) is to identify
(document) the activities of how educators are using OER in
their daily practice for teaching or research, as for example for
reuse, revision, remixing, redistribution and production of new
OER to promote innovative pedagogical techniques and
strategies to empower learners on their lifelong learning path.
Sharing              Selection & Dissemination                                Mobilization


                                            [d1]
                                                                                               [d5]
                                           OER content repository                             OER content lists
     [a]                                   http://catedra.ruv.itesm.mx
                                                                                              Topics (learning activities)
 OCW Consortium                                                                               http://www.temoa.info/node/33487
 www.ocwconsortium.org
                                            [d2]
                                           OER content lists
                          [c]              Anthologies (course)
                                           http://www.temoa.info/node/45210                    [d6]
                         Knowledge Hub
                                                                                              OER Communities of Practice
                         temoa.info
                                                                                              Inter-institutional research
                                                                                              projects & training of faculty
                                                                                              www.cudi.edu.mx
                                            [d3]
     [b]                                   OER eBook
                                           Educational methodologies
 OpenCourseWare
 http://ocw.itesm.mx/    OER Catalog


                                                                                                 [d7]
                                             [d4]
                                                                                                OER for basic education “K-12”
                                           Case studies                                         http://khubk12.blogspot.com
                                           OER content repository
                                           http://catedra.ruv.itesm.mx//handle/987654321/87




12
Sharing of knowledge (publication)
http://ocw.itesm.mx/
                                     13
Selection & Dissemination of knowledge
www.temoa.info
                                         14
15



Criteria to select and evaluate OER

   Resources are public and inclusive (full content)

   Free (no charges or fees)

   Permanent publication (lifelong)

   Without subscriptions or further obligations for users

   Resources in the public domain or released under an intellectual
    property license (we evaluate a formal declaration of intellectual
    property and respect to authorship of the resources; for example
    Creative Commons (CC) licenses or customized licenses).
Documented process of selection, categorization
and communication of OER
                                                                                   16

               Identification, Searching, Filtering,
                   Selection, Documentation
  INTERNET
                       Manual (human)

                                             Socialize and share
 Webpages




                        Semiautomatic
Repositories            (technology/human)
                                             Potential reuse, diffusion,
                                             sharing discovery and
                                             evaluation.
                                                         Common metadata
                                                         • Ease adoption
                                                         • Remixing OER to build
                                                           new knowledge
                     Metadata harvesting                 • One single window of
                          process                          discovery of OER
Mobilization of knowledge
                                                                      17


OER Content Playlists to promote and facilitate remixing of core
components of courses… share new ideas for teaching by creating new
topics and course subjects with OER from the catalog
                   Create new
                   content:
                   • Course
                   • Topic
                   • Activity

                   Index subjects



Examples of playlists:

1. OER as textbook alternatives
   (anthologies of resources)
2. OER as reusable resource
3. OER as learner generated/
   modified content
18




 Course:
 Introduction to Physics- Mechanics
 http://www.temoa.info/node/38310




Topics




 Subscribe to RSS
 feeds


Share with friends
and colleagues
through social
networks


           Legal terms of
           use
19


 Bibliographic references for OER


 Syllabus (Educational context)
 • Learning objectives
 • Subject general
 • Basic information
 • Teacher information
 • Institutional information


Instructional metadata
• Basic information
       • OER from several content
          providers
       • Authorship
       • Educational level
• Student information
       • Lecture hours
• Teacher information
       • Instructor's academic profile
       • Recommended academic
          experience
       • Evaluation policy
• Institutional information
       • Course type
       • Type of academic term
       • Course identifier
20




How to cite the
OER from the
playlist
21


The community may review and
rate the course

   The “board” represents a [Topic]



   The “student” represents an
   [Activity]

    The “World” represents an
    [OER]
22




The community may discuss or
debate about the course
Mobilization of knowledge
http://tinyurl.com/bookREA
                                                                                   23



 Adoption of OER in a graduate course for the master degree of
 education: “Research for the improvement of educational practices”
  As a result, 30 study cases were documented through a methodological
  research process on the subject of adoption of the OER in learning activities,
  in several knowledge disciplines and educational levels.




                                                         www.lulu.com
Mobilization of knowledge
http://catedra.ruv.itesm.mx/
                               24



OER content repository
Mobilization of knowledge
www.ruv.itesm.mx/convenio/catedra/
                                                                  25



   Integration of OER Communities of Practice
   Networking with research groups
   Inter-institutional research projects & training of faculty




www.cudi.edu.mx
Lessons learned and recommendations
                                                                       26



   A good educational practice is to promote among the
    academic community a culture of “prosumers” that,
    according its definition, is about people whom produce
    something (product/ service) for their own consumption.

   Support and recognize the relevance of OER initiatives at
    the institutional level (involvement of decision makers
    and staff).

   Promote a new culture and educational practice to
    acquire the skills required to exploit fully the use of OER, for
    example, digital literacy and information literacy.
Lessons learned and conclusion
                                                                     27



   Promote a community-based system of open sharing of
    educational best practices, with the intention of facilitating
    the effective reuse of OER and learning of significant
    experiences in the use of OER in teaching and learning
    activities.

   Clarify and define licensing schemes and mechanisms
    for the protection of copyright and intellectual property to
    foster openness of OER, and to foster its use and
    ownership of OER.
Based on:
                                                                                                                              28


Burgos, J.V, and Ramírez, M.S. (2011). Innovative experiences of Open Educational Resources towards
academic knowledge mobilization: Latin-American context. In Proceedings of OpenCourseWare Consortium
Global 2011: Celebrating 10 Years of OpenCourseWare. Cambridge, MA. USA



Vladimir Burgos
Liaison Officer of Innovation and Educational Technology at
the Center for Innovation in Technology and Education in
Tecnológico de Monterrey (ITESM).


Project manager of OCW Tecnológico de Monterrey                                               Marisol Ramírez
                                                           Full time Professor at the Graduate School of Education (EGE),
& temoa.info (Knowledge Hub OER Index)
                                                         and Principal of the Research Group of Investigation of Innovation
                                                                  in Technology and education in Tecnológico de Monterrey
                                                                                                                   (ITESM)




Thanks!
vburgos@itesm.mx
solramirez@itesm.mx
Attribution for images used:




     http://commons.wikimedia.org/wiki/Category:Nuvola_icons
     Category:Nuvola icons (Creative Commons Attribution/Share-Alike License)

     http://commons.wikimedia.org/wiki/File:Carly-Art_-_Wild_bee_hive_%28by-sa%29.jpg
     By Carly & Art (Wild bee hive) [CC-BY-SA-2.0 (www.creativecommons.org/licenses/by-sa/2.0)], via Wikimedia Commons

     http://commons.wikimedia.org/wiki/File:Bee_hives_on_the_heath,_Duck_Hole,_New_Forest_-_geograph.org.uk_-_563523.jpg
     Jim Champion [CC-BY-SA-2.0 (www.creativecommons.org/licenses/by-sa/2.0)], via Wikimedia Commons

     http://commons.wikimedia.org/wiki/File:European_honey_bee_extracts_nectar.jpg
     By John Severns = Severnjc (Photo by John Severns.) [Public domain], via Wikimedia Commons

     http://www.photoxpress.com/stock-photos/flower/green/plant/3735853
     Free stock photo - flower green plant [Photoxpress_3735853.jpg], via PhotoXpress

     Wind pollination [Flowers]
     http://www.everystockphoto.com/


29

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Innovative experiences of Open Educational Resources towards academic knowledge mobilization: Latin-American context

  • 1. Innovative experiences of Open Educational Resources towards academic knowledge mobilization: Latin-American context Vladimir Burgos Liaison Officer of Innovation and Educational Technology at the Center for Innovation in Technology and Education in Tecnológico de Monterrey (ITESM). Project manager of OCW Tecnológico de Monterrey & temoa.info (Knowledge Hub OER Index) Proceedings of OpenCourseWare Consortium Global 2011: Celebrating 10 Years of OpenCourseWare Creative Commons Attribution License http://creativecommons.org/licenses/by/3.0/
  • 2. 2 “The creation and transference of knowledge is one of the strategies of wealth and prosperity most promising and challenging in the emergence of a knowledge-based society” We need to go beyond knowledge sharing and dissemination of OER towards open educational practices (OEP).
  • 3. Frame of reference Open Educational Resources (OER) 3 “OER are teaching, learning and research resources that reside in the public domain or have been released under an intellectual property license that permits their free use or re-purposing by others. Open educational resources include full courses, course materials, modules, textbooks, streaming videos, tests, software, and any other tools, materials or techniques used to support access to knowledge“ Atkins, D; Brown, J; Hammond, A (2007). Report to The William and Flora Hewlett Foundation (February 2007); pp.4, http://www.hewlett.org/oer Smith, Marshall S.; Casserly, Catherine M. (2006). The Promise of Open Educational Resources; Change: The Magazine of Higher Learning; Sep-Oct 2006; 38(5); p. 8 (EJ772126)
  • 4. Frame of reference Open Educational Practices (OEP) 4 “Open Educational Practices (OEP) are a set of activities around instructional design and implementation of events and processes intended to support learning. They also include the creation, use and repurposing of Open Educational Resources (OER) and their adaptation to the contextual setting. They are documented in a portable format and made openly available” The OPAL Report 2011 “Beyond OER: Shifting Focus to Open Educational Practices”, The "Open Educational Quality Initiative", retrieved at 23 February, 2011 from http://oer-quality.org/
  • 5. 5 To move forward in the creation and sharing of knowledge represented as open educational resources (OER), it is important to recognize and properly document the use and the type of knowledge being generated in educational institutions (i.e. courses, articles, lectures, documentation, research, etc). Open educational practices (OEP) may help us to make evident the use we are giving to OER, this through the documentation of teaching methodologies and strategies, learning activities, study cases and any other forms of presenting evidences of use of OER through the socialization of educational experiences.
  • 6. Knowledge value 6 The objective has to be the discovery, instrumentation and operationalization of a sustainable cycle of virtuous value creation, as a side effect of the capitalization of the flow of information and knowledge in the activities produced by the most valuable asset of the organization (human capital). OER
  • 7. Comunnities of practice (CoP) 7 To succeed towards a knowledge-based economy, organizations including educational institutions need to recognize their knowledge assets and facilitate a dissemination process through active local communities.
  • 8. Barriers of academic knowledge mobilization 8 According to OPAL (2011) in its report “Beyond OER: Shifting Focus to Open Educational Practices” there are five relevant barriers that need to be addressed to ease the task to individuals to use OER: 1. Lack of institutional support; 2. Lack of technological tools; 3. Lack of skills and time of users; 4. Lack of quality or fitness of OER; 5. Personal issues (lack of trust and time). The report argues for building confidence in the use of OER to enhance their actual usage as well as the creation of open learning frameworks to transform the way we see education nowadays. The OPAL Report 2011 “Beyond OER: Shifting Focus to Open Educational Practices”, The "Open Educational Quality Initiative", retrieved at 23 February, 2011 from http://oer-quality.org/
  • 9. Study case: academic knowledge mobilization 9 The case that is presented refers to a Mexican university, the Tecnológico de Monterrey (www.itesm.edu) that has been working since 2007 on several open educational projects. The Tecnológico de Monterrey is a private, non-profit academic institution founded at the year of 1943 and composed of 31 campuses across Mexico. Since 1989 it has been a pioneer in distance education, and with more of 20 years of experience through its Virtual University, it currently reaches 29 countries and offers undergraduate, postgraduate, continuing education, and social programs completely online.
  • 10. Academic knowledge mobilization 10 The biggest challenge we face is to foster the value of use of existing knowledge in the process of sharing, assimilation and application of focused knowledge to specific needs through local communities of practice. Sharing Selection Dissemination Mobilization Academy University Government Infomediary INTERNET --------------- Industry Catalog of OER NGO Communities People
  • 11. Towards academic knowledge mobilization 11 The idea with open educational practices (OEP) is to identify (document) the activities of how educators are using OER in their daily practice for teaching or research, as for example for reuse, revision, remixing, redistribution and production of new OER to promote innovative pedagogical techniques and strategies to empower learners on their lifelong learning path.
  • 12. Sharing Selection & Dissemination Mobilization [d1] [d5] OER content repository OER content lists [a] http://catedra.ruv.itesm.mx Topics (learning activities) OCW Consortium http://www.temoa.info/node/33487 www.ocwconsortium.org [d2] OER content lists [c] Anthologies (course) http://www.temoa.info/node/45210 [d6] Knowledge Hub OER Communities of Practice temoa.info Inter-institutional research projects & training of faculty www.cudi.edu.mx [d3] [b] OER eBook Educational methodologies OpenCourseWare http://ocw.itesm.mx/ OER Catalog [d7] [d4] OER for basic education “K-12” Case studies http://khubk12.blogspot.com OER content repository http://catedra.ruv.itesm.mx//handle/987654321/87 12
  • 13. Sharing of knowledge (publication) http://ocw.itesm.mx/ 13
  • 14. Selection & Dissemination of knowledge www.temoa.info 14
  • 15. 15 Criteria to select and evaluate OER  Resources are public and inclusive (full content)  Free (no charges or fees)  Permanent publication (lifelong)  Without subscriptions or further obligations for users  Resources in the public domain or released under an intellectual property license (we evaluate a formal declaration of intellectual property and respect to authorship of the resources; for example Creative Commons (CC) licenses or customized licenses).
  • 16. Documented process of selection, categorization and communication of OER 16 Identification, Searching, Filtering, Selection, Documentation INTERNET Manual (human) Socialize and share Webpages Semiautomatic Repositories (technology/human) Potential reuse, diffusion, sharing discovery and evaluation. Common metadata • Ease adoption • Remixing OER to build new knowledge Metadata harvesting • One single window of process discovery of OER
  • 17. Mobilization of knowledge 17 OER Content Playlists to promote and facilitate remixing of core components of courses… share new ideas for teaching by creating new topics and course subjects with OER from the catalog Create new content: • Course • Topic • Activity Index subjects Examples of playlists: 1. OER as textbook alternatives (anthologies of resources) 2. OER as reusable resource 3. OER as learner generated/ modified content
  • 18. 18 Course: Introduction to Physics- Mechanics http://www.temoa.info/node/38310 Topics Subscribe to RSS feeds Share with friends and colleagues through social networks Legal terms of use
  • 19. 19 Bibliographic references for OER Syllabus (Educational context) • Learning objectives • Subject general • Basic information • Teacher information • Institutional information Instructional metadata • Basic information • OER from several content providers • Authorship • Educational level • Student information • Lecture hours • Teacher information • Instructor's academic profile • Recommended academic experience • Evaluation policy • Institutional information • Course type • Type of academic term • Course identifier
  • 20. 20 How to cite the OER from the playlist
  • 21. 21 The community may review and rate the course The “board” represents a [Topic] The “student” represents an [Activity] The “World” represents an [OER]
  • 22. 22 The community may discuss or debate about the course
  • 23. Mobilization of knowledge http://tinyurl.com/bookREA 23 Adoption of OER in a graduate course for the master degree of education: “Research for the improvement of educational practices” As a result, 30 study cases were documented through a methodological research process on the subject of adoption of the OER in learning activities, in several knowledge disciplines and educational levels. www.lulu.com
  • 25. Mobilization of knowledge www.ruv.itesm.mx/convenio/catedra/ 25  Integration of OER Communities of Practice  Networking with research groups  Inter-institutional research projects & training of faculty www.cudi.edu.mx
  • 26. Lessons learned and recommendations 26  A good educational practice is to promote among the academic community a culture of “prosumers” that, according its definition, is about people whom produce something (product/ service) for their own consumption.  Support and recognize the relevance of OER initiatives at the institutional level (involvement of decision makers and staff).  Promote a new culture and educational practice to acquire the skills required to exploit fully the use of OER, for example, digital literacy and information literacy.
  • 27. Lessons learned and conclusion 27  Promote a community-based system of open sharing of educational best practices, with the intention of facilitating the effective reuse of OER and learning of significant experiences in the use of OER in teaching and learning activities.  Clarify and define licensing schemes and mechanisms for the protection of copyright and intellectual property to foster openness of OER, and to foster its use and ownership of OER.
  • 28. Based on: 28 Burgos, J.V, and Ramírez, M.S. (2011). Innovative experiences of Open Educational Resources towards academic knowledge mobilization: Latin-American context. In Proceedings of OpenCourseWare Consortium Global 2011: Celebrating 10 Years of OpenCourseWare. Cambridge, MA. USA Vladimir Burgos Liaison Officer of Innovation and Educational Technology at the Center for Innovation in Technology and Education in Tecnológico de Monterrey (ITESM). Project manager of OCW Tecnológico de Monterrey Marisol Ramírez Full time Professor at the Graduate School of Education (EGE), & temoa.info (Knowledge Hub OER Index) and Principal of the Research Group of Investigation of Innovation in Technology and education in Tecnológico de Monterrey (ITESM) Thanks! vburgos@itesm.mx solramirez@itesm.mx
  • 29. Attribution for images used: http://commons.wikimedia.org/wiki/Category:Nuvola_icons Category:Nuvola icons (Creative Commons Attribution/Share-Alike License) http://commons.wikimedia.org/wiki/File:Carly-Art_-_Wild_bee_hive_%28by-sa%29.jpg By Carly & Art (Wild bee hive) [CC-BY-SA-2.0 (www.creativecommons.org/licenses/by-sa/2.0)], via Wikimedia Commons http://commons.wikimedia.org/wiki/File:Bee_hives_on_the_heath,_Duck_Hole,_New_Forest_-_geograph.org.uk_-_563523.jpg Jim Champion [CC-BY-SA-2.0 (www.creativecommons.org/licenses/by-sa/2.0)], via Wikimedia Commons http://commons.wikimedia.org/wiki/File:European_honey_bee_extracts_nectar.jpg By John Severns = Severnjc (Photo by John Severns.) [Public domain], via Wikimedia Commons http://www.photoxpress.com/stock-photos/flower/green/plant/3735853 Free stock photo - flower green plant [Photoxpress_3735853.jpg], via PhotoXpress Wind pollination [Flowers] http://www.everystockphoto.com/ 29