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OEP Roadmap for Education Professionals

Introduction

Openness is one of the most influential drivers of change in education and training today, especially for educational organizations both in adult learning as well as in higher education. In the form of open educational resources (OER) it is already impacting the operational environment of every educational institution. OER take the once ICT driven change in education into a new level.  It is impacting the role of a teacher, and all educational professionals, and opening up new opportunities for learners, it calls for changes in teaching and learning cultures. One identified barrier for adopting open practices from educational practitioners point of view is quality – can we trust OER being first rate materials and openness being a strategic path for the future development educational organizations? The Open Educational Quality Initiative (OPAL) has therefore developed this Guideline on Quality and Innovation through Open Educational Practices.

This guide has been prepared for practitioners involved in education and training institutions to enable them to better understand the change and to make the most out of the new opportunities it brings. It will also be of use to practitioners involved in supporting more informal types of learning. Educational practitioners play a crucial role to lead the way towards more open education. Learners in open and autonomous learning scenarios often need more guidance first before they can make use of the greater degree of freedom and autonomy for their learning.

OPAL starts from the premise that it is necessary to raise awareness and build trust into the quality of how open learning ecologies, tools and content can support the use, creation and re-use of OERs. It is evident that the OER movement has begun to move well beyond an initial focus on mere access to practices. The initiative aims to provide guidance to learners, educators, leaders of educational institutions, and policy makers on how to strengthen Open Educational Practices (OEP) within their specific contexts.

Open educational practices (OEP) are defined as practices which support the (re)use and production of open educational resources (OER) through institutional policies, promote innovative pedagogical models, and respect and empower learners as co-producers on their lifelong learning path. They address the whole OER governance community: policy makers, managers/ administrators of organizations, educational professionals and learners. This guide includes concrete advice on how to strengthen OEP within education and training organizations.

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What is this Guide About?

The OPAL guidelines are based on a rigorous analysis of over 100 real-life case studies on the use of OER and have been assessed by a group of experts on OER. The Guidelines move beyond the question of how to access OER into the question of how open learning ecologies, tools and content can support the use, creation and re-use of OERs. This guide for educational professionals is designed to help practitioners to understand open educational practices and to provide a practical pathway to improve one’s own practices. We have listed all those dimensions of open educational practitioners which proved important to elevate practitioners’ open educational capabilities.

The OPAL Guide to Open Educational Practices consists of three main parts that pave the way of transformation for education and training organizations. The three step process begins with an assessment exercise that helps us to understand the current situation with regard to organizational OEP development. The second step provides some guidelines to initiate the strategy process and assist in setting the goal. The third part includes advice on implementing the change. Your will find the three parts accessible directly from this introductory section.

Step 1: Positioning your Organization in the OEP Trajectory

OEP consists essentially of the use of open educational resources in open learning environments/ architectures.  The maturity matrix allows for positioning your organization according to the uptake of OEP. For professoinals, this means answering the following questions:

  1. To what extent are you using and repurposing OER in your organization?
  2. Do you have a process for creating OER in your organization?
  3. To what extent are you sharing OER and open educational practices in your organization?
  4. To what extent is your organization working with open learning architectures?

Step 2: Creating a Vision of Openness and a Strategy for OEP in an Organization

We believe that OEP can be supported through strategic planning. This second part of the OEP guideline helps you to better understand the strategy within your own context. This section is designed to analyze your strategic environment in relation to relevant dimensions of open educational practice strategy of your organization. For professionals, this means answering the following questions:

  1. Is a vision for OEP shared across organization?
  2. Are OEP included in existing strategies and policies?
  3. Are OEP embedded in the organization’s business model?
  4. Are you involved in any partnerships in relation to OEP?
  5. Are OEP perceived as relevant across the organization?

Step 3: Implementing and Promoting OEP

The third section contains dimensions which are important to create a favorable environment for OEP within your context. For professionals, this means answering the following questions:

  1. Are OEP used?
  2. Do you have tools to support sharing and exchanging information about open educational practices?
  3. Do you apply quality concepts to OEP?
  4. What level of knowledge and skills do teachers have in relation to open learning architectures and OEP?
  5. Level of digital literacy skills
  6. Are support mechanisms in place to support the development of OEP?

Background

In 2012 it will be 10 years since the UNESCO has coined the term “open educational resources” (OER)(UNESCO 2002). A few years down the line the concept had become popular. The OECD suggested with their report in 2007 that the concept of “Giving away knowledge for free” had made a considerable carrier and outlined areas in which further work would be necessary to boost openness for educational resources, amongst them predominantly emphasizing to improve access to OER on a global scale (OECD 2007). The public debate on OER became more and more aligned with the UNESCO decade program “Education for All” which strives for universal access to primary education by 2015. It aims at building equal access for everyone to education.

Although (OER) are high on the agenda of social and inclusion policies and supported by many stakeholders of the educational sphere, their use in higher education (HE) has not yet reached a critical threshold. This has to do with the fact that the past, and largely also the current, focus in OER is mainly put on building more access to digital content. There is too little consideration of whether this will support educational practices, promote quality and innovation in teaching and learning. We consider that OER are moving from a first phase in which the emphasis was on ‘opening up access and availability’ to a second phase with the focus will be on ‘improving learning quality’ through OER (figure 1). We therefore suggest extending the focus beyond ‘resource access’ to ‘innovative open educational practices’ (OEP).

In short, open educational practices constitute the adoption of Open Educational Resources (OER) within open learning ecologies. The creation, use, and re-use of open educational resources, as well as the exploitation of open learning ecologies can be challenging for learners and educators, but also for leaders of educational institutions. Policy makers, as well, often need to be made aware of and understand both concepts, and can play a strategic role in fostering a rapid uptake of OER and enabling a timely adoption of OEP.

From OER to OEP

In order to facilitate the shift from OER to OEP, it is important to outline all factors which are influencing the actual creation, use, sharing and reuse of OER for learners, educational professionals and organizational leaders in one common framework. The OPAL OEP Framework is such a framework. It outlines all dimensions which need to be taken into account when wanting to stimulate a vibrant use of OER and when aiming to transform education and learning in your organisation.

 

Best Practices

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Case NameInstitutionTopicArea
OLnetInnovationRepurposing OER, Vision of OEP
OER Commons Teacher Training in Open Educational PracticeInstitute for the Study of Knowledge Management in Education (ISKME)Improving QualityCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy
Promotion Kit for using OER at Community College Campus Something ElseStrategy and/or Policy for OEP
CCCOER: The Community College Consortium for Open Educational ResourcesUsing OERCreation of OER, Using OER, Repurposing OER, Tools for Sharing, Support Mechanisms
Selection of E-learning Personalization StrategiesInnovationUsing OER, Support Mechanisms
Multimedia Training Videos, University of WestminsterInnovationVision of OEP, Strategy and/or Policy for OEP, Relevance: How to Convince Others of OEP?, Open Educational Practices, Tools for Sharing
Open Learning Environment for Low Countries Early Modern History, University College LondonLearningCreation of OER, Using OER, Digital Literacy
Mobile internet and web apps for real-life contexts in MozambiqueLearningUsage of OER, Business Model for OEP, Quality Concepts, Digital Literacy
Open Science Resources: Eratosthenes' Measurement of Earth's circumferenceUsing OERUsing OER, Sharing OER, Usage of OER, Vision of OEP, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing
Using OER in academic studyUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER
We are an independent knowledge dissemination initiative operating on a very limited budget - our free video web cast talks reach hundreds and thousands of English language teachers globally and provide historically unprecedented free access to cutting edge leaders in the field and other writers and researchers. http://www.tesolacademic.org/Using OERUsing OER, Sharing OER, Usage of OER, Open Educational Practices
Outreach and Education: Sharing our KnowledgeCreative CommonsUsing OERCreation of OER, Sharing OER, Commitment, Mindsets and Attitudes, Tools for Sharing
Jose Vladimir Burgos Aguilar, Liaison Officer of Innovation and Educational Technology at the Innov@TE Center – Center for Innovation in Technology and Education. Project manager of OCW Tecnológico de Monterrey (http://ocw.itesm.mx)Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)Something ElseCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Partnerships, Relevance: How to Convince Others of OEP?, IPR Framework for OEP, Incentives and/or Motivation, Open Educational Practices, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms
Creating News, Enabling DialogCreative CommonsSomething ElseCreation of OER, Sharing OER
OER@AVU: AVU contributing to global knowledge through open textbooksAfrican Virtual UniversityUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Partnerships, Relevance: How to Convince Others of OEP?, Incentives and/or Motivation, Open Educational Practices, Quality Concepts, Digital Literacy, Support Mechanisms
Teaching Resources on Undergraduate Economics (TRUE), Bristol University and 13 other HE partnersLearningCreation of OER, Using OER, Sharing OER
OER4Schools Project – Cambridge UniversityUsing OERCreation of OER, Using OER, Usage of OER
The National Digital Learning RepositoryImproving QualityCreation of OER, Using OER, Repurposing OER, Sharing OER, Vision of OEP, IPR Framework for OEP, Open Educational Practices, Tools for Sharing, Skills and Knowledge for OEP
OpenER, a Dutch initiative in Open Educational ResourcesUsing OERUsing OER, Repurposing OER, Sharing OER, Usage of OER, IPR Framework for OEP, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts
wikiwijsUsing OERCreation of OER, Using OER, Sharing OER
CampusContentInnovationUsage of OER, Vision of OEP, Strategy and/or Policy for OEP, Relevance: How to Convince Others of OEP?, Open Educational Practices, Tools for Sharing, Skills and Knowledge for OEP
PodcampusInnovationCreation of OER, Sharing OER, Usage of OER, Tools for Sharing, Quality Concepts
Zentrale für UnterrichtsmedienUsing OERUsing OER, Repurposing OER, Usage of OER, Incentives and/or Motivation, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts
EducaNextInnovationCreation of OER, Sharing OER, Usage of OER, Partnerships
UnisulVirtualLearningCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Incentives and/or Motivation, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Support Mechanisms
Community College Consortium for Open Educational Resources and the CCOT projectUsing OERUsing OER, Usage of OER, Strategy and/or Policy for OEP, Relevance: How to Convince Others of OEP?, Open Educational Practices, Tools for Sharing, Quality Concepts, Digital Literacy
EDU.FI – online learning materials service offered by the National Board of Education in FinlandLearningUsage of OER, Vision of OEP, Strategy and/or Policy for OEP, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Digital Literacy, Support Mechanisms
AVO and SOMETU - Open networks for learningLearningVision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Partnerships, Open Educational Practices, Tools for Sharing
InteracticLearningCreation of OER, Sharing OER, Commitment, Mindsets and Attitudes, Tools for Sharing
Casa das CiênciasUsing OERCreation of OER, Sharing OER, Tools for Sharing
LeMillLearningCreation of OER, Using OER, Sharing OER, Usage of OER, Partnerships, Commitment, Mindsets and Attitudes, Tools for Sharing, Support Mechanisms
UCT Health OERUsing OERCreation of OER, Using OER, Sharing OER, Partnerships
Small steps - giant leap: writing a book collaboratively.Aalto University School of EconomicsInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Relevance: How to Convince Others of OEP?, Open Educational Practices, Tools for Sharing
SocialearnUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Business Model for OEP, Incentives and/or Motivation, Open Educational Practices, Tools for Sharing, Quality Concepts
Opening Textbooks to Personalize LearningUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Strategy and/or Policy for OEP, Partnerships, Open Educational Practices, Tools for Sharing, Quality Concepts, Digital Literacy
Utilizing senior students in adapting teaching and learning materials as open educational resources at the University of Cape TownUniversity Of Cape TownInnovationUsing OER, Open Educational Practices, Digital Literacy, Support Mechanisms
Exposing practice through bloggingUniversity Of Cape TownSomething ElseVision of OEP, Open Educational Practices, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms
UNESCO OER ProgrammeUNESCOInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Open Educational Practices
Free and Open Educational resources - Treasure chest or irrelevance for adult learners? - national debate. Something ElseCreation of OER, Usage of OER, Vision of OEP
The Curriki Community Process for social knowledge creation CurrikiInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Partnerships, Relevance: How to Convince Others of OEP?, Incentives and/or Motivation, Open Educational Practices, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms, Any other area
iTeach: a teacher training programme for the XXI CenturyTEHNE- Centre for Innovation in EducationImproving QualityRepurposing OER, Usage of OER, Partnerships, Open Educational Practices, Tools for Sharing, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms
Elearning.RomaniaInstitute for EducationUsing OERUsing OER, Repurposing OER, Sharing OER, Open Educational Practices, Tools for Sharing
Sharing Learning Designs: The LAMS CommunityInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Tools for Sharing
SlideSpeechInnovationCreation of OER, Using OER, Sharing OER, Tools for Sharing
Health Education and also Practicle course developmentBangladesh Open UniversityImproving QualityUsing OER, Sharing OER, Vision of OEP, Quality Concepts, Skills and Knowledge for OEP
OCW in University of CantabriaUniversidad de CantabriaInnovationCreation of OER, Sharing OER, Open Educational Practices, Tools for Sharing
OpenExeterUsing OERCreation of OER, Using OER, IPR Framework for OEP, Support Mechanisms
Connecting the Dots in the Open Education Space: Repurposing, Aligning, Framing, and Supplementing Open Content to Produce End-to-End Open Access CoursesThe Saylor FoundationUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Quality Concepts
OER Rubrics and Evaluation ToolImproving QualityUsage of OER, Tools for Sharing, Quality Concepts, Support Mechanisms
Using OER in Entrepreneurship TrainingInnovationCreation of OER, Using OER, Partnerships, Open Educational Practices
Professional Education, Testing and Certification PEOILearningCreation of OER, Using OER, Vision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Relevance: How to Convince Others of OEP?, Tools for Sharing, Quality Concepts
Peer production of the WikEducator open community governance policyWikiEducatorImproving QualityCreation of OER, Strategy and/or Policy for OEP, Open Educational Practices
Usng OER to improve time to development and quality of teaching/learning materialsUniversity of the West Indies Open CampusSomething ElseUsing OER, Repurposing OER, Quality Concepts, Support Mechanisms
Math Future NetworkSomething ElseCreation of OER, Sharing OER, Vision of OEP, Partnerships, Commitment, Mindsets and Attitudes, Tools for Sharing, Digital Literacy, Support Mechanisms
Improved stoves supply in Katoro villageLearningCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Partnerships, Relevance: How to Convince Others of OEP?, IPR Framework for OEP, Incentives and/or Motivation, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms, Any other area
Massive Open Online Course (MOOC)InnovationCreation of OER, Using OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Partnerships, Relevance: How to Convince Others of OEP?, IPR Framework for OEP, Incentives and/or Motivation, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms
BloggingCreation of OER
OER: Spreading Knowledge Unrestrained, ANDC, University of DelhiACHARYA NARENDRA DEV COLLEGE (UNIVERSITY OF DELHI)Using OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Open Educational Practices
Describing teachers' experiences in using OERUsing OERUsing OER, Sharing OER, Usage of OER, Strategy and/or Policy for OEP, Open Educational Practices, Commitment, Mindsets and Attitudes
Designing for Openness: Carpe DiemUniversity of LeicesterInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Partnerships, Relevance: How to Convince Others of OEP?, Incentives and/or Motivation, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy, Support Mechanisms, Any other area
Brazil OER / Educate in a Digital Culture Study Group / ConsultingLearningUsing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Business Model for OEP, Relevance: How to Convince Others of OEP?, Open Educational Practices, Quality Concepts, Skills and Knowledge for OEP, Digital Literacy
Recognizing and accrediting learning from OERs: Thompson Rivers University Open LearningSomething ElseVision of OEP, Open Educational Practices, Commitment, Mindsets and Attitudes, Any other area
An online platform for sharing best practices on ICT for Active Teaching and LearningLearningCreation of OER, Usage of OER, Partnerships, Incentives and/or Motivation, Open Educational Practices, Tools for Sharing, Digital Literacy
Creative Commons Support in University of Cape Town IP policyUniversity Of Cape TownSomething ElseStrategy and/or Policy for OEP, IPR Framework for OEP, Support Mechanisms
ERP lecture scripts of UDE open for reuseDuisburg Essen UniversitySomething ElseCreation of OER, Sharing OER, Usage of OER, Open Educational Practices
MOOC: New Literacies and New Connectivist EnvironmentsUniversity of ValenciaLearningVision of OEP, Business Model for OEP, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Digital Literacy
Requesting permission to use copyrighted materials University Of Cape TownSomething ElseCreation of OER, Repurposing OER, Usage of OER, Strategy and/or Policy for OEP, Open Educational Practices
Evaluating potential OER Using OERCreation of OER, Usage of OER
USP FLOSS Competence CenterUniversity of São PauloLearningCreation of OER, Using OER, Sharing OER, Usage of OER, Open Educational Practices, Commitment, Mindsets and Attitudes
Support Centre for Open Resources in EducationSomething ElseCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Vision of OEP, Strategy and/or Policy for OEP, Relevance: How to Convince Others of OEP?, Incentives and/or Motivation, Open Educational Practices, Commitment, Mindsets and Attitudes, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP
Languages Open Resources Online (LORO)The Open UniversityImproving QualityQuality Concepts
Creation, Repurpose, Assurance and Sharing of OER Initiative - WOUWasasan Open UniversityInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Relevance: How to Convince Others of OEP?, Open Educational Practices, Tools for Sharing, Quality Concepts, Skills and Knowledge for OEP, Support Mechanisms
Open development of master course materials on Free TechnologiesImproving QualityCreation of OER, Using OER, Sharing OER, Business Model for OEP, IPR Framework for OEP, Quality Concepts
COLORS: COoperative Learning Object Repository SystemCreation of OER, Sharing OER, Tools for Sharing
iNTERCATIVE LEARNING OF PHYSICS LearningUsage of OER, Relevance: How to Convince Others of OEP?, Incentives and/or Motivation, Open Educational Practices
#metaOER: Open Resources on Open Educational ResourcesUniversitat Oberta de CatalunyaUsing OERCreation of OER, Using OER, Repurposing OER, Sharing OER, Commitment, Mindsets and Attitudes, Digital Literacy
BCcampus OERBCcampus.caInnovationCreation of OER, Using OER, Repurposing OER, Sharing OER, Usage of OER, Partnerships, Incentives and/or Motivation
Open courses offered by FGV OnlineFGV OnlineUsing OERUsing OER, Sharing OER, Vision of OEP, Open Educational Practices

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Ulf Daniel Ehlers
University Duisburg Essen
ulf-ehlers@web.de

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