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#oersymposium2014 S3K Cheryl Hodgkinson Williams

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2nd Regional Symposium on Open Educational Resources: Beyond Advocacy, Research and Policy 24 – 27 June 2014 Sub-theme 3: Content Keynote: Degrees of ease: Adoption of OER, Open Textbooks and MOOCs in the Global South Cheryl Hodgkinson-Williams
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Sub-theme 3: Content Cheryl Hodgkinson-Williams Centre for Innovation in Learning & Teaching (CILT) University of Cape Town (UCT) www.slideshare.com/cilt_UCT
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Page 1: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Sub-theme 3: Content

Cheryl Hodgkinson-Williams Centre for Innovation in Learning & Teaching (CILT)

University of Cape Town (UCT)

www.slideshare.com/cilt_UCT

Page 2: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Degrees of ease: Adoption of OER, Open Textbooks and MOOCs in the

Global South

Cheryl Hodgkinson-Williams OER Asia 2nd Regional Symposium

Penang, Malaysia

24-27 June 2014

Page 3: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Key challenges facing education in the Global South

Growing numbers of students in the education sector

http://commons.wikimedia.org/wiki/File%3APCoE_students_at_AICTE_Regional_Office_in_Mumbai.jpg

Increasing financial pressure being exerted on education institutions

Increasing demand for the provision of quality education

Limited and/or expensive teaching and learning resources, including textbooks

Employability of graduates

Page 4: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Key enablers of change

• Internet connectivity

• Alternative licencing systems

• Emerging open practices in many areas (open source software, open access journals, open data, social media, open education declarations as well as “less legal” practices such as sharing music)

Page 5: #oersymposium2014 S3K Cheryl Hodgkinson Williams

2000 - 2007 2008 2009 2010 2011 2012 2013 2014

Open education

Online distance learning

Open education resources

Open content

Connectivist MOOC

(cMOOCs)

iTunes U, Khan Academy

Open source software

Learning management

systems

MIT – Open Courseware Consortium

Open University - OpenLearn

Stanford xMOOCs

Udacity

Coursera

MITx edX

FutureLearn

NovoEd

OpenUp Ed

Open to Study

Open Universities

Australia

Directly related An influence

Learning objects Open Textbooks

Adapted by Hodgkinson-Williams 2014 from UNESCO 2013

Cape Town OE Declaration

Paris OER Declaration

Page 6: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Learning Objects

“Raw” Data Media Elements

Audio

Text

Illustration

Animation

Simulation

Objective

Adapted by Hodgkinson-Williams & Carstens 2014 from Hodgins originally repurposed with permission: W.Hodgins ©1992 Learnativity

A learning object can be described as a collection of content items, practice items and

assessment items that are combined based on a single learning objective.

The term “learning objects” is credited to

Wayne Hodgins when he created a working group in 1994 bearing the name, although the

concept was first described by Gerard as far back as 1967.

Page 7: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Learning object example: A graphic

Hodgkinson-Williams & Brown 2014 https://vula.uct.ac.za/x/KWvsvP

Page 8: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Learning Objects

Open Educational Resources

“Raw” Data Media Elements

Information Objects

Application Objects (Learning Objects)

Audio

Text

Illustration

Animation

Simulation

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Adapted by Hodgkinson-Williams & Carstens 2014 from Hodgins originally repurposed with permission: W.Hodgins ©1992 Learnativity

Open Content

Page 9: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Open content / OER example: A presentation

Cox & Hodgkinson-Williams 2014 https://vula.uct.ac.za/x/ZIw1tw

Page 10: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Learning Objects

Open Educational Resources

Open textbooks

“Raw” Data Media Elements

Information Objects

Application Objects (Learning Objects)

Aggregate Assemblies (Lessons, Chapters,

etc.)

Audio

Text

Illustration

Animation

Simulation

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Adapted by Hodgkinson-Williams & Carstens 2014 from Hodgins originally repurposed with permission: W.Hodgins ©1992 Learnativity

Open Content

Page 11: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Open textbook example: A chapter

Hodgkinson-Williams 2014 https://docs.google.com/document/d/1leRfNgnz0ywAsG6hWqU7uSoKs8g8FeEBaoRhiFSa308/edit?usp=sharing

Page 12: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Learning Objects

Open Educational Resources

Open textbooks

MOOCs

“Raw” Data Media Elements

Information Objects

Application Objects (Learning Objects)

Aggregate Assemblies (Lessons, Chapters,

etc.)

Collections (Courses, etc.)

Audio

Text

Illustration

Animation

Simulation

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Procedure

Principle

Concept

Process

Fact

Overview

Summary

Objective

Adapted by Hodgkinson-Williams & Carstens 2014 from Hodgins originally repurposed with permission: W.Hodgins ©1992 Learnativity

Open Content

Page 13: #oersymposium2014 S3K Cheryl Hodgkinson Williams

MOOC example: An online course (planned)

Page 14: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Cycle of Open Education?

• Can we think more broadly of a cycle of Open Education – including the spectrum of open materials and practices?

Page 15: #oersymposium2014 S3K Cheryl Hodgkinson Williams

OER cycle: Example 1

http://wikieducator.org/OER_Handbook/educator/Introduction/Why_OER%3F

Page 16: #oersymposium2014 S3K Cheryl Hodgkinson Williams

OER cycle: Example 2

Page 17: #oersymposium2014 S3K Cheryl Hodgkinson Williams

See p 99-100 in the

Proceedings

Page 18: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Copy

Critique

Creation cycle

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal

Page 19: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Creation cycle

Cheryl Hodgkinson-Williams 2014

The conceptualization phase includes the curriculum

planning of what exactly is needed for whom and an

awareness of Open Education before a decision is made to create, copy, customise or combine materials and/or

tuition Adaptation cycle

Page 20: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

Creation cycle

Cheryl Hodgkinson-Williams 2014

The creation phase refers to the development of original materials

and/or tuition by the author or institution either as a “self-use” of

existing materials or “born open” OER, i.e. developed with the view of being

shared freely and openly.

Page 21: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create Curate

Creation cycle

Cheryl Hodgkinson-Williams 2014

The curation step refers to the preservation or storage of the materials

and/or tuition that includes sufficient descriptive information (i.e. metadata)

and appropriate open licensing (e.g. Creative Commons)

Page 22: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create Circulate Curate

Creation cycle

Cheryl Hodgkinson-Williams 2014

The circulation step refers to the hosting of these on a publicly accessible

platform with appropriate open licensing and metadata

Page 23: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Circulate Curate

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

The slightly artificially

coined “loCate” step refers to the ease of finding and

discovering OE materials

and/or tuition

Page 24: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Customise

Curate

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal The customise step refers to the localising or adapting of the materials and/or tuition

Page 25: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal The combine step refers to the decomposing, re-mixing and re-assembling of materials

and/or tuition in accordance with the open licence that the original author or institution

selected

Page 26: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Re-circulate

Combine

Customise

Re-curate

Copy

Critique

Creation cycle

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal

Whether the materials have been customised or combined with other materials, ideally they need to be “Re-curated” and “Re-circulated” to fulfil the “Share-

Alike” licence and/or make the derivative work easy to find in order to re-use, re-customise and/or re-combine

Page 27: #oersymposium2014 S3K Cheryl Hodgkinson Williams

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Copy

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal

The copy step allows for Open Education materials and/or tuition to be used in an

unaltered manner

Page 28: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Re-circulate Re-curate

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Copy

Critique

Creation cycle

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal

The “certify” step refers to activities around how to accredit Open Education and has been used to prompt thinking about the possible consequences for the use and/or completion of original

and/or re-worked Open Education materials and/or tuition

USE

Page 29: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Re-circulate Re-curate

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Copy

Critique

Creation cycle

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal An evaluative critique

step, (also slightly artificially named so that

this forms a relatively easy 10C heuristic of a

suggested Open Education cycle) prompts monitoring, research and reflection on the entire Open Education cycle

USE

Page 30: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Re-circulate Re-curate

10C Open Education Cycle

Conceptualise

Create

LoCate

Certify Circulate

Combine

Customise

Curate

Copy

Critique

Creation cycle

Adaptation cycle

Cheryl Hodgkinson-Williams 2014

ideal

Page 31: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Factors and degrees of ease influencing the OE Cycle

PEDAGOGICAL FACTORS

Page 32: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Degree of ease of OE process

Copy Create Customise Combine

Curate Re-curate

Circulate Re-circulate

Easy Difficult

TECHNICAL

LEGAL

CULTURAL

PEDAGOGICAL

FINANCIAL

Page 33: #oersymposium2014 S3K Cheryl Hodgkinson Williams

TECHNICAL factors Interoperability & Formats

Closed Open

Technical skills & resources

Little or no competence

Competent

Few resources Well-resourced

No or limited affordable connectivity

Inexpensive connectivity

Availability & discoverability

Personal storage Public repository

Opaque Clear

Assessment mechanisms & learning analytics

Lecturer support Difficult to capture

Self- or peer review

support Easy to

capture

Page 34: #oersymposium2014 S3K Cheryl Hodgkinson Williams

TECHNICAL factors influencing the degree of ease of adoption at each stage of the OE cycle

Conceptualise

Create Interoperability & Formats Closed Open

Technical skills Technical resources

Little or no competence Few resources

Competent Well-resourced

Curate Circulate

Availability Personal storage Public repository

LoCate Copy

Availability & discoverability Opaque Clear

Customise Interoperability & Formats Closed Open

Technical skills Technical resources

Little or no competence Few resources

Competent Well-resourced

Combine Interoperability & Formats Closed Open

Certify Assessment mechanisms Lecturer support Self- or peer review support

Critique Learning analytics Difficult to capture Easy to capture

Page 35: #oersymposium2014 S3K Cheryl Hodgkinson Williams

TECHNICAL factors involved in degree of ease in adopting a learning object

TECHNICAL profile: Interoperability & Formats • Developed in MSPowerPoint Technical skills & resources • Fairly basic graphic skills • Access to MSPowerPoint Availability & discoverability • Saved on institutional LMS • Licence captured in LMS • Version not easy to establish Assessment mechanisms & learning analytics • No usage data

Page 36: #oersymposium2014 S3K Cheryl Hodgkinson Williams

TECHNICAL factors influencing the degree of ease of adoption at each stage of this learning object

Conceptualise

Create Interoperability & Formats Closed Open

Technical skills Technical resources

Little or no competence Few resources

Competent Well-resourced

Curate Circulate

Availability Personal storage Public repository

LoCate Copy

Availability & discoverability Opaque Clear

Customise Interoperability & Formats Closed Open

Technical skills Technical resources

Little or no competence Few resources

Competent Well-resourced

Combine Interoperability & Formats Closed Open

Certify

Critique

Degree of ease

Degree of difficulty

Page 37: #oersymposium2014 S3K Cheryl Hodgkinson Williams

LEGAL factors Open licensing knowledge

Uninformed Well-informed

Open licensing advice

No legal advice available

Legal advice available &

supportive of open licensing

Page 38: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Degrees of openness

Page 39: #oersymposium2014 S3K Cheryl Hodgkinson Williams

LEGAL factors influencing the degree of ease of adoption at each stage of the OE cycle

Conceptualise

Create Open licensing knowledge Most restrictive Most accommodating

Open licensing advice No legal advice available Legal advice available

Curate Circulate LoCate Copy

Open licensing Most restrictive

Most accommodating

Customise Combine

Open licensing knowledge Most restrictive Most accommodating

Open licensing advice No legal advice available Legal advice available

Certify

Critique

Page 40: #oersymposium2014 S3K Cheryl Hodgkinson Williams

LEGAL factors involved in degree of ease in adopting an OER

LEGAL profile: Open Licencing knowledge • Knowledge of use of third party

text and images • Knowledge (and skill) of re-

drawing third images • Knowledge of Creative Commons

licencing and when to select which licence

Special legal advice • Not required in this instance

Page 41: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Legal factors influencing the degree of ease of adoption at each stage of this OER

Conceptualise

Create Open licensing knowledge Most restrictive Most accommodating

Open licensing advice No legal advice available Legal advice available

Curate Circulate LoCate Copy

Open licensing Most restrictive

Most accommodating

Customise Combine

Open licensing knowledge Most restrictive Most accommodating

Open licensing advice No legal advice available Legal advice available

Certify

Critique

Degree of ease

Page 42: #oersymposium2014 S3K Cheryl Hodgkinson Williams

Cultural factors Knowledge Homogenous Diverse

Curriculum Institutionalised Autonomous

Page 43: #oersymposium2014 S3K Cheryl Hodgkinson Williams

CULTURAL factors influencing the degree of ease of adoption at each stage of the OE cycle

Conceptualise Create

Knowledge Homogenous

Diverse

Curriculum Institutionalised Autonomous

Curate

Circulate

LoCate Copy Customise Combine Certify Critique

Knowledge Homogenous Diverse

Curriculum Institutionalised Autonomous

Page 44: #oersymposium2014 S3K Cheryl Hodgkinson Williams

CULTURAL factors influencing the degree of ease in adopting an

Open Textbook CULTURAL profile: Knowledge • Knowledge of philosophical

assumptions about what constitutes valuable knowledge in Research Design – particularly differentiation between positivist, interpretivist, post-modernist and critical realist perspectives

Curriculum • Knowledge of expectations of what a

particular institution might require to be covered in a Research Design Course

• No certification or formal evaluation of use

Page 45: #oersymposium2014 S3K Cheryl Hodgkinson Williams

CULTURAL factors influencing the degree of ease of adoption at each stage of this Open Textbook

Conceptualise Create

Knowledge Homogenous

Diverse

Curriculum Institutionalised Autonomous

Curate

Circulate

LoCate Copy Customise Combine

Knowledge Homogenous Diverse

Curriculum Institutionalised Autonomous

Certify Critique

Curriculum Institutionalised Autonomous

Degree of ease

Degree of difficulty

Page 46: #oersymposium2014 S3K Cheryl Hodgkinson Williams

PEDAGOGICAL factors Type of engagement

F2F Fully online

Pedagogic strategy

Didactic Experiential

Learning response

Responding Acting

Assessment strategy

Formal Informal

Certification mechanisms

Certification / qualification

Badging

Evaluation strategy

Formal evidence Informal evidence

Page 47: #oersymposium2014 S3K Cheryl Hodgkinson Williams

PEDAGOGICAL factors influencing the degree of ease of adoption at each state of the OE cycle

Conceptualise Type of engagement Pedagogic strategy Learning response Assessment strategy

F2F Didactic Passive Formal

Online Experiential

Active Informal Create

Curate Circulate LoCate

Copy Customise Combine

Type of engagement Pedagogic strategy Learning response Assessment strategy

F2F Didactic Passive Formal

Online Experiential

Active Informal

Certify Assessment strategy Accreditation mechanisms

Formal Informal

Critique Evaluation strategy Formal evidence Informal evidence

Page 48: #oersymposium2014 S3K Cheryl Hodgkinson Williams

PEDAGOGICAL factors influencing the degree of ease in adopting an hybrid

online course – as an OER PEDAGOGICAL profile: Type of engagement • Hybrid Pedagogic strategy • Didactic, collaborative & experiential Learning response • Responding, collaborating, acting Assessment strategy • Peer-review and Formal grading after 2

rounds of formative feedback Certification mechanisms • Credit in a degree Evaluation • Class evaluation

Page 49: #oersymposium2014 S3K Cheryl Hodgkinson Williams

PEDAGOGICAL factors influencing the degree of ease of adoption at each stage of this open

online course Conceptualise

Type of engagement Pedagogic strategy Learning response Assessment strategy

F2F Didactic Passive Formal

Online Experiential

Active Informal Create

Curate Circulate LoCate

Copy Customise Combine

Type of engagement Pedagogic strategy Learning response Assessment strategy

F2F Didactic Passive Formal

Online Experiential

Active Informal

Certify Assessment strategy Accreditation mechanisms

Formal Informal

Critique Evaluation strategy Formal evidence Informal evidence

Degree of ease

Degree of difficulty

Page 50: #oersymposium2014 S3K Cheryl Hodgkinson Williams

FINANCIAL factors Cost to user Least affordable Most

affordable

Charged Small charge Subscription fee

Contribution in kind

User registration

Free

Cost to creator/s

Inexpensive Very expensive

Cost to institution

Inexpensive Very expensive

Cost to reviser/s Inexpensive Very expensive

Cost to re-combiner/s

Inexpensive Very expensive

Page 51: #oersymposium2014 S3K Cheryl Hodgkinson Williams

FINANCIAL factors influencing the degree of ease of adoption at each stage of the OE cycle

Conceptualise Cost to creator/s Inexpensive Very expensive

Create Cost to creator/s Inexpensive

Very expensive

Curate Cost to institution Inexpensive Very expensive

Circulate Cost to institution Inexpensive Very expensive

LoCate Cost to users Affordable Very expensive

Copy Cost to users Affordable Very expensive

Customise Cost to re-creators Inexpensive Very expensive

Combine Cost to re-combiners Inexpensive Very expensive

Certify Cost to users Inexpensive Very expensive

Critique

Cost to creator, institution Inexpensive Very expensive

Page 52: #oersymposium2014 S3K Cheryl Hodgkinson Williams

FINANCIAL factors influencing the degree of ease in adopting this course

as a MOOC FINANCIAL profile: Cost to creator • Time to conceptualise & create Cost to user • Opportunity cost Cost to institution • Fees to MOOC platform provider Cost to reviser • Inexpensive Cost to combiner • Relatively expensive as pedagogic work

probably quite considerable

Page 53: #oersymposium2014 S3K Cheryl Hodgkinson Williams

FINANCIAL factors influencing the degree of ease of adoption at each stage of this planned MOOC

Conceptualise Cost to creator/s Inexpensive Very expensive

Create Cost to creator/s Inexpensive

Very expensive

Curate Cost to institution Inexpensive Very expensive

Circulate Cost to institution Inexpensive Very expensive

LoCate Cost to users Affordable Very expensive

Copy Cost to users Affordable Very expensive

Customise Cost to re-creators Inexpensive Very expensive

Combine Cost to re-combiners Inexpensive Very expensive

Certify Cost to users Inexpensive Very expensive

Critique

Cost to creator, institution Inexpensive Very expensive

Page 54: #oersymposium2014 S3K Cheryl Hodgkinson Williams

PEDAGOGICAL FACTORS Cheryl Hodgkinson-Williams 2014

Page 55: #oersymposium2014 S3K Cheryl Hodgkinson Williams

This work is licensed under a Creative Commons Attribution

4.0 International License.

Written by Cheryl Hodgkinson-Williams [email protected] in

2014 Graphics by Rondine Carstens & Cheryl

Hodgkinson-Williams [email protected]

Thanks to Tess Cartmill, Sukaina Walji, Henry Trotter, Thomas King and Mthunzi Nxawe for

comments on the draft version

Page 56: #oersymposium2014 S3K Cheryl Hodgkinson Williams

This work is licensed under a Creative Commons Attribution 4.0 International License.

Contact author:

[email protected]

Follow on Twitter: http://twitter.com/cherylhw

Presentations: www.slideshare.com/cilt_uct


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