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The OER university (#OERu)




         Kiwi ingenuity favours
         pragmatism above pretence


         Wayne Mackintosh



                                     Commonwealth of Learning
                                     Chair in OER
   Anthony Mackintosh
Kiwi open education pioneers



                                        OER Asia




        “The dichotomy between management and leadership, namely doing
        things right versus doing the right thing.”

        “Today we are making history”
                                            Phil Ker, CEO, Otago Polytechnic
                                                      OERu inaugural meeting
                                                  23 February 2011, Dunedin
A return to tradition?

                                     WE MUST BE FREE
Share, Remix, Reuse
“Legitimate plagiarism? ”           WE MUST BE OPEN




        Woodleywonderworks, http://www.flickr.com/photos/wwworks/1291468732/
We don't need no education?

In the open source world,
we have a few of “rock stars”
In open education, is seems
everyone wants to be a rock star




Sharing to LEARN | Learning to SHARE




      http://en.wikipedia.org/wiki/File:Pink_floyd_live_8_london.jpg
      http://en.wikipedia.org/wiki/File:Opensource.svg Tradmark of opensource.org
                                                                          4
      http://en.wikipedia.org/wiki/File:Heckert_GNU_white.svg GNU logo used under FSF permissions
The OER Foundation

 The Open Education Resource (OER) Foundation
 is an independent, not-for-profit organisation that
 provides leadership, networking and support for
 educators and educational institutions to achieve
 their objectives through Open Education.


                             “OER is a
                             sustainable and
                             renewable
                             resource”
OERs are materials used to support education that may be
freely accessed, reused, modified and shared by anyone.
Stephen Downes 2011
WikiEducator


                                     We're turning
                                     the digital divide
                                     into digital
                                     dividends using
                                     free content
                                     and open
                                     networks. We
                                     hope you can
                                     help us.

                                 Inaugural recipient of the
        Voted best educational   award for Exemplary Open
        wiki, Steven Downes,     Education Resource
        Dec 2007                 (OER) practices
OER is a renewable & sustainable resource


  How do we achieve sustainable OER
  projects?




        Jason Scragz http://www.flickr.com/photos/scragz/132300147/
        James Woolley http://www.flickr.com/photos/xtrato/6159728957
OER Funding models for projects


 Endowment model
 Donations model

 Conversion model                            Stephen Downes

 Membership model

 Sponsorship model

 Governmental model

 OER as add­on | OER as core business
 OER as project | OER as ecosystem

      Terry Brown http://en.wikipedia.org/wiki/File:Stephen_Downes_2009_cropped.jpg
      DaveBleasdale http://www.flickr.com/photos/sidelong/3465884519/in/photostream/
      Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203
      James Cridland http://www.flickr.com/photos/jamescridland/2272701122
OER is a renewable & sustainable resource


  How do we achieve sustainable OER
  projects?




   How will your institution remain sustainable
   without OER?

         Jason Scragz http://www.flickr.com/photos/scragz/132300147/
         James Woolley http://www.flickr.com/photos/xtrato/6159728957
Doing the OERu numbers

Cost of a 4-year degree
(Excluding text book and living costs)

                   OERu (USQ)             Otago         USA
                    (OERu using         Polytechnic (Median Tuition
                   course- based        (Tuition cost)      cost 4-year
                      portfolio)                              public
                                                            university)

 BA (Hons)           US$6,759            US$19,452          US$26,312


 (Note: USA figures based on Delta Cost Project for 2008)



             “ As a founding anchor partner in the OERu, USQ is
             proud to give students worldwide, the ability to
             access university level courses and where cost has
             been removed as a barrier to learning.”

                                   Jan Thomas, Vice-Chancellor USQ


           DaveBleasdale http://www.flickr.com/photos/sidelong/3465884519/in/photostream/
           Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203
           James Cridland http://www.flickr.com/photos/jamescridland/2272701122
Smart philanthropy




     Giving is receiving
     Parallel learning universe|New business
     Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203
     James Cridland http://www.flickr.com/photos/jamescridland/2272701122
     James Cridland http://www.flickr.com/photos/jamescridland/2272701122
     Asenat29 http://www.flickr.com/photos/72153088@N08/6510934443/
Bootstrapping OERu for future sustainability

       Design an ecosystem for
       mainstreaming OER
          Compelling vision aligned with core university
          valuessource everything
          Open
           Generate competitive advantage for network
           partners the network effect
           Leverage
           Smart solutions for scalability – ie no new staff needed
           for growth
           Minimise risk – recurrent cost for OERu partners is
           guaranteed
           Don't innovate on too many fronts



                                                  13
Wayne Mackintosh, personal image
Reasons for joining the OERu
Strike the right balance
                  OPEN                         SUSTAINABLE
                education               =        education


                                                           Quality

             OER        +            OEP          =
                                                     Cost          Access




      Pink Sherbet Photography: http://www.flickr.com/photos/pinksherbet/233228813/
      Fdecomite: http://www.flickr.com/photos/fdecomite/2361500377/in/photostream/
Tragedy of the commons?
 Shoulders of giants …
 “They hang the man and flog the woman
 Who steals the goose from off the common
 But leave the greater villain loose
 Who steals the common from off the goose.”
 Anonymous protest poem 1764 or 1821.
                                           Eben Moglen
                                           Isaac Newton
                                           Luis Steothis
                                           Bernard Shouters
                                             - Robert Merton
                                           •
                                            Anonymous note
Will the academy remain thirsty on the village green ?


Richard Taylor http://www.flickr.com/photos/34094515@N00/374081831/
Elliot Brown http://www.flickr.com/photos/ell-r-brown/with/4328818484/
Sharing knowledge freely
2008 Bourewa excavations
Directed by Prof Patrick Nunn




                                P. Nunn
Disruptive innovation?
The fundamentals
stay the same … just               WE MUST BE FREE
the way we do                      WE MUST BE OPEN
business changes.”



                                     June 22, 2009, Kodak
                                     announced Kodachrome
                                     would no longer be
                                     manufactured.



      Findicons http://commons.wikimedia.org/wiki/File:Camera_Icon.png

      Kungfuman http://commons.wikimedia.org/wiki/File:Kodachrome_200.jpg
Innovation & new technology

  Ice harvesting
     Once the largest industry in America
     In 1850 – invention of “artificial” ice makers

  (Reusable) digital learning resources
      Ice harvesting or new innovation?




ElementaryTechTeacher, http://www.flickr.com/photos/7855946@N08/3264547221/
Red Open Education herrings
                                                RED HERRING
                                                “rhetorical tactic
                                                of diverting
                                                attention away from
                                                an item of
    The sky is falling                          significance”
                                                Wikipedia

    Poor quality
    (a.k.a poor quality
    materials are embarrassing)



      Andrew Gray http://www.flickr.com/photos/shimgray/2237055822/

     Laurel Russwurm http://www.flickr.com/photos/laurelrusswurm/4132122784/#/   Slide 10
What do educators say about OER quality?

    I'm reluctant to use teaching materials and creative
    works generated by other authors because there is no
    guarantee of the quality of the materials


           90
           80
                               78%
           70
           60
           50                                  Agree
           40                                  Disagree
           30
                     22%
           20
           10                                N = 758
            0
                       Percentage
OERu
A model reincarnated?
University of London
External System




OPEN
web IP
OPEN

Today the original “examination-only” concept
suddenly looks very modern – Sir John Daniel
         Captain-tucker
         http://commons.wikimedia.org/wiki/File:Danaus_plexippus_emerging_from_chrysalis_01.jpg
         Derek Ramsey: WMF Commons: File:Monarch_Butterfly_Danaus_plexippus_Pupation_2419px.jpg
         Derek Ramsey: WMF Commons: File:Monarch_Butterfly_Danaus_plexippus_Pupation_2419px.jpg
         Armon: WMF Commons File:Monarch_Butterfly_Chrysalis.JPG
The OER university concept




                                Free learning
                                opportunities for
                                all students
     Adapted from Taylor 2007   worldwide
The BIG & small context

 Unsatisfied demand
 OER cost behaviours
                      Growing OER base
                       Free-tuition courses

                       Existing protocols
                       (e.g. APL)
     Jimmy Flink http://www.flickr.com/photos/jimmyroq/146827389/
     juicyverve http://www.flickr.com/photos/juicyverve/2531105062/
     bucklava http://www.flickr.com/photos/9229859@N02/2762432629/
     Francisca Uloa http://www.flickr.com/photos/alosojos/346887379/
Unsatisfied demand for HE




     100 million additional places
     By 2025




                                                                          Slide 10
     http://www.flickr.com/photos/jamescridland/613445810/sizes/m/in/photostream/
Slide 16
Cost levers for OERu


 Marginal
 Cost
 =
 ZERO
 Collaborative development
 =
 Cheaper the going it alone

     Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203
     James Cridland http://www.flickr.com/photos/jamescridland/2272701122
So what have we got? ...

 INPUTS for the OERu logic model:

 OpenCourseWare

 Open Access Journals

 OER and OEP

 Open Distance Learning experience

 Open protocols for APL

      Melissa Sanders http://www.flickr.com/photos/themissiah/3491328675/
      Ricky http://www.flickr.com/photos/8656572@N04/4855311898/
The OER university concept




                                Free learning
                                opportunities for
                                all students
     Adapted from Taylor 2007   worldwide
OERu – Logic model & plan for action




                                23 Feb 2011
http://wikieducator.org/OERu   +200 participants
                               +46 Countries
The OERu logic model
OERu 2011.11 meeting of anchor partners

                                          160 people from
                                          41 countries




OERu anchor partner decisions
    Bachelor of general studies
    Prototype courses during 2012
    Formal launch of the OERu 2013

                                                  Slide 16
The view from an OERu partner

     Traditional model          OERu model
Open planning for open education futures




                                                                                     Remote Tweets: @dendroglyph
                                                                                     The cast of players at OERu
                                                                                     meeting gives this event and its
                                                                                     outcomes instant credibility
                                                                                     I can feel the buzz in the room in
                                                                                     Dunedin, NZ. Let the Genie out of
                                                                                     the bottle!




 Public domain and free content images sourced from http://commons.wikimedia.org/wiki/Main_Page
Rules of the OERu game ...


  OERTen partners agree ...




   Credential OER learners (cost recovery)

   Assemble minimum of 2 OER-based courses (for agreed credential)

    Course credit transfer among OERu partners (for agreed credential)

    Gold or silver member of the OER Foundation

        Dawn Huczek: http://www.flickr.com/photos/31064702@N05/4697850589/in/photostream/
Mechanics of OERu operations ...


   OERu does not confer degrees (anchor partners do)


   OERu anchor partners retain decision-making autonomy, eg:
     - Price for assessment and credential services
     - Local matriculation requirements
     - Courses and credentials provided under OERu network



   Recognition of prior learning (RPL) protocols provide
   precedent for recognising OER learning, however:
      - Existing RPL systems are expensive
      - Don't scale well.

        Dawn Huczek: http://www.flickr.com/photos/31064702@N05/4697850589/in/photostream/
Technology requirements to set learning free


  Open planning and development

  Collaborative development environment

   Support multiple delivery platforms (LMSs CMSs)

   Scalability

   Detailed version control




        Major Nelson: http://flickr.com/photos/majornelson/134012349/   Slide 19
Open planning and implementation
OERu course materials in WikiEducator
Online and print-based delivery




          Blogs                   LMS
OERu learning environment
Peer learning support




       Ask OERu
Calibrating sustainable innovation …
Next steps …


  No new money required


  Recurrent cost recouped




  OERu is low cost, low risk
   But high IMPACT innovation

     Dongio: Watercolour painter dedicated to the public domain
                                                                               Slide 20
     Hugiene Matters http://www.flickr.com/photos/hygienematters/4273036775/
Free learning for all students worldwide




               “This is not theoretical speculation,
               it is entirely viable.” Jim Taylor AM
                              You are free to join us ...
       Paul (Dex) http://www.flickr.com/photos/dexxus/3146028811/
       Compilation: Chad Miller, James Almond, Wayne Mackintosh
       See: http://wikieducator.org/File:OER-University-concept.png

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The OER university (#OERu): Kiwi open education pioneers

  • 1. The OER university (#OERu) Kiwi ingenuity favours pragmatism above pretence Wayne Mackintosh Commonwealth of Learning Chair in OER Anthony Mackintosh
  • 2. Kiwi open education pioneers OER Asia “The dichotomy between management and leadership, namely doing things right versus doing the right thing.” “Today we are making history” Phil Ker, CEO, Otago Polytechnic OERu inaugural meeting 23 February 2011, Dunedin
  • 3. A return to tradition? WE MUST BE FREE Share, Remix, Reuse “Legitimate plagiarism? ” WE MUST BE OPEN Woodleywonderworks, http://www.flickr.com/photos/wwworks/1291468732/
  • 4. We don't need no education? In the open source world, we have a few of “rock stars” In open education, is seems everyone wants to be a rock star Sharing to LEARN | Learning to SHARE http://en.wikipedia.org/wiki/File:Pink_floyd_live_8_london.jpg http://en.wikipedia.org/wiki/File:Opensource.svg Tradmark of opensource.org 4 http://en.wikipedia.org/wiki/File:Heckert_GNU_white.svg GNU logo used under FSF permissions
  • 5. The OER Foundation The Open Education Resource (OER) Foundation is an independent, not-for-profit organisation that provides leadership, networking and support for educators and educational institutions to achieve their objectives through Open Education. “OER is a sustainable and renewable resource” OERs are materials used to support education that may be freely accessed, reused, modified and shared by anyone. Stephen Downes 2011
  • 6. WikiEducator We're turning the digital divide into digital dividends using free content and open networks. We hope you can help us. Inaugural recipient of the Voted best educational award for Exemplary Open wiki, Steven Downes, Education Resource Dec 2007 (OER) practices
  • 7.
  • 8. OER is a renewable & sustainable resource How do we achieve sustainable OER projects? Jason Scragz http://www.flickr.com/photos/scragz/132300147/ James Woolley http://www.flickr.com/photos/xtrato/6159728957
  • 9. OER Funding models for projects Endowment model Donations model Conversion model Stephen Downes Membership model Sponsorship model Governmental model OER as add­on | OER as core business OER as project | OER as ecosystem Terry Brown http://en.wikipedia.org/wiki/File:Stephen_Downes_2009_cropped.jpg DaveBleasdale http://www.flickr.com/photos/sidelong/3465884519/in/photostream/ Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203 James Cridland http://www.flickr.com/photos/jamescridland/2272701122
  • 10. OER is a renewable & sustainable resource How do we achieve sustainable OER projects? How will your institution remain sustainable without OER? Jason Scragz http://www.flickr.com/photos/scragz/132300147/ James Woolley http://www.flickr.com/photos/xtrato/6159728957
  • 11. Doing the OERu numbers Cost of a 4-year degree (Excluding text book and living costs) OERu (USQ) Otago USA (OERu using Polytechnic (Median Tuition course- based (Tuition cost) cost 4-year portfolio) public university) BA (Hons) US$6,759 US$19,452 US$26,312 (Note: USA figures based on Delta Cost Project for 2008) “ As a founding anchor partner in the OERu, USQ is proud to give students worldwide, the ability to access university level courses and where cost has been removed as a barrier to learning.” Jan Thomas, Vice-Chancellor USQ DaveBleasdale http://www.flickr.com/photos/sidelong/3465884519/in/photostream/ Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203 James Cridland http://www.flickr.com/photos/jamescridland/2272701122
  • 12. Smart philanthropy Giving is receiving Parallel learning universe|New business Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203 James Cridland http://www.flickr.com/photos/jamescridland/2272701122 James Cridland http://www.flickr.com/photos/jamescridland/2272701122 Asenat29 http://www.flickr.com/photos/72153088@N08/6510934443/
  • 13. Bootstrapping OERu for future sustainability Design an ecosystem for mainstreaming OER Compelling vision aligned with core university valuessource everything Open Generate competitive advantage for network partners the network effect Leverage Smart solutions for scalability – ie no new staff needed for growth Minimise risk – recurrent cost for OERu partners is guaranteed Don't innovate on too many fronts 13 Wayne Mackintosh, personal image
  • 15. Strike the right balance OPEN SUSTAINABLE education = education Quality OER + OEP = Cost Access Pink Sherbet Photography: http://www.flickr.com/photos/pinksherbet/233228813/ Fdecomite: http://www.flickr.com/photos/fdecomite/2361500377/in/photostream/
  • 16. Tragedy of the commons? Shoulders of giants … “They hang the man and flog the woman Who steals the goose from off the common But leave the greater villain loose Who steals the common from off the goose.” Anonymous protest poem 1764 or 1821. Eben Moglen Isaac Newton Luis Steothis Bernard Shouters - Robert Merton • Anonymous note Will the academy remain thirsty on the village green ? Richard Taylor http://www.flickr.com/photos/34094515@N00/374081831/ Elliot Brown http://www.flickr.com/photos/ell-r-brown/with/4328818484/
  • 18. Disruptive innovation? The fundamentals stay the same … just WE MUST BE FREE the way we do WE MUST BE OPEN business changes.” June 22, 2009, Kodak announced Kodachrome would no longer be manufactured. Findicons http://commons.wikimedia.org/wiki/File:Camera_Icon.png Kungfuman http://commons.wikimedia.org/wiki/File:Kodachrome_200.jpg
  • 19. Innovation & new technology Ice harvesting Once the largest industry in America In 1850 – invention of “artificial” ice makers (Reusable) digital learning resources Ice harvesting or new innovation? ElementaryTechTeacher, http://www.flickr.com/photos/7855946@N08/3264547221/
  • 20. Red Open Education herrings RED HERRING “rhetorical tactic of diverting attention away from an item of The sky is falling significance” Wikipedia Poor quality (a.k.a poor quality materials are embarrassing) Andrew Gray http://www.flickr.com/photos/shimgray/2237055822/ Laurel Russwurm http://www.flickr.com/photos/laurelrusswurm/4132122784/#/ Slide 10
  • 21. What do educators say about OER quality? I'm reluctant to use teaching materials and creative works generated by other authors because there is no guarantee of the quality of the materials 90 80 78% 70 60 50 Agree 40 Disagree 30 22% 20 10 N = 758 0 Percentage
  • 22. OERu A model reincarnated? University of London External System OPEN web IP OPEN Today the original “examination-only” concept suddenly looks very modern – Sir John Daniel Captain-tucker http://commons.wikimedia.org/wiki/File:Danaus_plexippus_emerging_from_chrysalis_01.jpg Derek Ramsey: WMF Commons: File:Monarch_Butterfly_Danaus_plexippus_Pupation_2419px.jpg Derek Ramsey: WMF Commons: File:Monarch_Butterfly_Danaus_plexippus_Pupation_2419px.jpg Armon: WMF Commons File:Monarch_Butterfly_Chrysalis.JPG
  • 23. The OER university concept Free learning opportunities for all students Adapted from Taylor 2007 worldwide
  • 24. The BIG & small context Unsatisfied demand OER cost behaviours Growing OER base Free-tuition courses Existing protocols (e.g. APL) Jimmy Flink http://www.flickr.com/photos/jimmyroq/146827389/ juicyverve http://www.flickr.com/photos/juicyverve/2531105062/ bucklava http://www.flickr.com/photos/9229859@N02/2762432629/ Francisca Uloa http://www.flickr.com/photos/alosojos/346887379/
  • 25. Unsatisfied demand for HE 100 million additional places By 2025 Slide 10 http://www.flickr.com/photos/jamescridland/613445810/sizes/m/in/photostream/
  • 27. Cost levers for OERu Marginal Cost = ZERO Collaborative development = Cheaper the going it alone Luis Argerich http://www.flickr.com/photos/lrargerich/3029485203 James Cridland http://www.flickr.com/photos/jamescridland/2272701122
  • 28. So what have we got? ... INPUTS for the OERu logic model: OpenCourseWare Open Access Journals OER and OEP Open Distance Learning experience Open protocols for APL Melissa Sanders http://www.flickr.com/photos/themissiah/3491328675/ Ricky http://www.flickr.com/photos/8656572@N04/4855311898/
  • 29. The OER university concept Free learning opportunities for all students Adapted from Taylor 2007 worldwide
  • 30. OERu – Logic model & plan for action 23 Feb 2011 http://wikieducator.org/OERu +200 participants +46 Countries
  • 31. The OERu logic model
  • 32. OERu 2011.11 meeting of anchor partners 160 people from 41 countries OERu anchor partner decisions Bachelor of general studies Prototype courses during 2012 Formal launch of the OERu 2013 Slide 16
  • 33. The view from an OERu partner Traditional model OERu model
  • 34. Open planning for open education futures Remote Tweets: @dendroglyph The cast of players at OERu meeting gives this event and its outcomes instant credibility I can feel the buzz in the room in Dunedin, NZ. Let the Genie out of the bottle! Public domain and free content images sourced from http://commons.wikimedia.org/wiki/Main_Page
  • 35. Rules of the OERu game ... OERTen partners agree ... Credential OER learners (cost recovery) Assemble minimum of 2 OER-based courses (for agreed credential) Course credit transfer among OERu partners (for agreed credential) Gold or silver member of the OER Foundation Dawn Huczek: http://www.flickr.com/photos/31064702@N05/4697850589/in/photostream/
  • 36. Mechanics of OERu operations ... OERu does not confer degrees (anchor partners do) OERu anchor partners retain decision-making autonomy, eg: - Price for assessment and credential services - Local matriculation requirements - Courses and credentials provided under OERu network Recognition of prior learning (RPL) protocols provide precedent for recognising OER learning, however: - Existing RPL systems are expensive - Don't scale well. Dawn Huczek: http://www.flickr.com/photos/31064702@N05/4697850589/in/photostream/
  • 37. Technology requirements to set learning free Open planning and development Collaborative development environment Support multiple delivery platforms (LMSs CMSs) Scalability Detailed version control Major Nelson: http://flickr.com/photos/majornelson/134012349/ Slide 19
  • 38. Open planning and implementation
  • 39. OERu course materials in WikiEducator
  • 40. Online and print-based delivery Blogs LMS
  • 43. Calibrating sustainable innovation … Next steps … No new money required Recurrent cost recouped OERu is low cost, low risk But high IMPACT innovation Dongio: Watercolour painter dedicated to the public domain Slide 20 Hugiene Matters http://www.flickr.com/photos/hygienematters/4273036775/
  • 44. Free learning for all students worldwide “This is not theoretical speculation, it is entirely viable.” Jim Taylor AM You are free to join us ... Paul (Dex) http://www.flickr.com/photos/dexxus/3146028811/ Compilation: Chad Miller, James Almond, Wayne Mackintosh See: http://wikieducator.org/File:OER-University-concept.png