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eLearning PapersISSN: 1887-1542www.elearningpapers.eu n.º 23March 2011
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In-depth
informal learning, openeducational resources,expert survey, personallearning environments
TagsAuthor
Stefanie Panke
Director of E-LearningUlm Universitystefanie.panke@uni-ulm.de
An Expert Survey on the Barriers and Enablers of Open Educational Practices
This paper is a report on the ndings of a literature review and an expert survey con-ducted in December 2010 with a self-selected panel. A total of 19 parcipants wererecruited through the UNESCO OER mailing list and the Educaonal Technology andChange Journal. The ndings depict current issues for debate, pinpoint potenal obsta-cles and benets of OER, and point towards future policy and research agendas. Therespondents dened several challenges for the widespread adopon and use of OERthat correspond to ndings from the literature review. These challenges include: inter-cultural exchange, sustainable instuonal policies, and formal accreditaon. Despitethe benets of OER, such as sharing with other learners, following personal learninggoals and encountering dierent points of view, learners connue to struggle to ndrelevant content and receive lile or no recognion of their informal studies in moreformal sengs. Both teachers and students lack competencies for self-directed learn-ing. Dialogue about OER needs to shi away from discussing access to materials andshould look at how to foster co-creaon, adaptaon, and distributed curaon.
1. Introduction
The term “open educaonal resources (OER)” was coined in 2002 during a forum held bythe UNESCO as “the open provision of educaonal resources, enabled by informaon andcommunicaon technologies, for consultaon, use and adaptaon by a community of usersfor non-commercial purposes.” Leveraging informaon technologies (ICT) to equalize accessto educaon has ever since been a core movaon for the OER movement – “
eliminate theaccess gap to high-quality educaon in the developing world 
” (Pereira, 2007, 42). In the lastdecade, the concept has gained an undeniable momentum. In their report on OER achieve-ments and challenges, Atkins, Brown & Hammond (2007) esmate a total of 68 million OERgrants between 2002 and 2006. In 2010, the Horizon Report, which idenes emerging tech-nologies likely to have a large impact on teaching and learning, described “Open Content” asa key trend, expected to reach mainstream within the next twelve months. In the fall of 2010,UNESCO iniated an internaonal online discussion on OER-related topics. The “EuropeanConsultave group on Open Educaonal Pracces” currently develops a roadmap towardsquality management in OER (OPAL, 2010).As these examples show, the idea of educaonal material, freely and openly accessible on theWeb, aracts substanal aenon. One major reason why the concept of open educaonalresources has gained such prominence is the everyday-experience of informal and incidentalonline learning shared by praconers and researchers alike. Easy-to-use tools and wide ac-cess to networks make informal learning a more visible part of all learning (Kurhila, 2006).We use the World Wide Web as a convenient part of our everyday informaon infrastruc-
 
eLearning PapersISSN: 1887-1542www.elearningpapers.eu n.º 23March 2011
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ture - in private contexts, for scienc purposes, in schools anduniversies, and at the workplace. Search engines and directo-ries are oen the starng point for navigang the World WideWeb. But where do users end up in their quest for easily acces-sible, yet valuable content? At this point, the open access toeducaonal resources purposes becomes crucial to support theneed for lifelong learning opportunies. The idea is as simple asit is convincing: Free access to educaonal material facilitateslearning. As Elia Tomadaki from the Brish OpenLearn projectpointed out:
With open learning, people have greater access tohigher educaon material than ever before, at their pace and me and from anywhere in the world 
(Sco & Tomadaki, 2007).Many scholars, journalists and educaonal praconers predictOER to be a disrupve technology:
Open courseware is a classicexample of disrupve technology […] an innovaon that comesalong one day to change a product or service
(New York Times,8. April 2010). As Beck (2007) puts it:
Opening educaonal re-sources is an acon that will take educaon to a new place
(3).A general consensus on the scope and classicaon of the termOER is yet to be found. Goertz and Johanning (2007) concludethat the design of OER-portals is extremely heterogeneous.Also, numerous projects are in accordance with the goals of theOER movement, without explicitly adopng the label. While itis dicult to give a clear-cut denion of OER, the following ex-amples provide an overview of the variety of projects and theirrespecve scope (Johnstone, 2005; OEDb, 2007; Stella, 2010;Butcher, 2010):
SourceOrganisationLaunchScopeURL
OpenLearnOU UK2005NNhttp://openlearn.open.ac.ukConnexionsRice University200016000 learning objectshttp://cnx.org/ OpenCourseWare Consortium of 250institutionsNN2500 courseshttp://www.ocwconsortium.org/ MERLOTProfessional community200322 500 learning objectshttp://www.merlot.orgChina Open Resourcesfor Education150 Chinese universitiesNN450 courseshttp://www.core.org.cn/en/ University of thePeopleNon prot venture20082 degree programshttp://www.UoPeople.orgParisTech OCW11 French universities2006130 courseshttp://graduateschool.paristech.fr/ iTunes UApple2007350.000 learning objectshttp://www.apple.com/education/ itunes-u/ WikiEducatorOER foundation, community 2006open Wiki environmenthttp://wikieducator.org/ MIT Open CoursewareMIT20012000 courseshttp://ocw.mit.eduJapanese OCWAlliance7 Japanese universities140 courseshttp://www.jocw.jp/ Open LearningInitiative (OLI)Carnegie Mellon University200211 courseshttp://oli.web.cmu.edu/openlearning/ Teacher Education inSub-Saharan Africa(TESSA)Consortium of 18 Africaninstitutions2005Material on teachereducationhttp://www.tessafrica.netOER AfricaConsortium, Repository,Research1992research reports on OER,various learning objectshttp://www.oerafrica.orgJORUMRepository20079000 learning objectpackages for HEhttp://www.jorum.ac.ukTable 1: Open Educational Resources around the World: Initiatives and Repositories
 
eLearning PapersISSN: 1887-1542www.elearningpapers.eu n.º 23March 2011
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Background
The public percepon that anything open or “free” is of inferiorquality proves to be a barrier to the widespread use of OER. De-spite pre-concepons that may or may not be jused, teach-ers and students understandably pose the queson: “Are thematerials worth searching for?” Providing educaonal materialopenly to large numbers and a diverse audience of teachers,students and informal learners requires a broad “minimumconsensus” on innovave pedagogy and respecve evaluaonframeworks. What theorecal consideraons account for theassumpon that learners prot from OER in the rst place? Thetheorecal framework can build on concepts such as learnerautonomy (Bouchard, 2009), self-ecacy (Bandura, 1997),open-ended learning environments (Land & Hannan, 1996)and cognive exibility theory (Spiro at al., 1992). OER providethe building-blocks to construct personal learning environ-ments (PLE) - “
a metaphor to describe the acvies and milieuof a modern online learner 
” (Marndale & Dowdy, 2010). PLEscomprise tools, communies, and services learners use to di-rect their own learning and pursue educaonal goals (Educause,2009, Couros, 2010) and
migrate the management of learning from the instuon to the learner 
(Downes, 2007).The conceptof OER is promising not only for the individual learner, but alsofor the learning organizaon : As universies make strategicdecisions to increase their levels of investment in design anddevelopment of beer educaonal programs, the cost eec-ve way to do this is to embrace open licensing environments(Butcher, 2010). Strategic alliances allow universies to develophigh-quality open content in key subject and disciplinary areas(see Table 1). At the same me, using OER poses several chal-lenges to self-organized learners and learning organizaons:
Balance between
globalism and localism
(Osei, 2010): OERnurtures utopian visions of greater equality in the educa-onal system worldwide. However, there is potenally anelement of neo-colonialism the promoon of OER developedelsewhere. “Sharing across dierent cultures raises a chal-lenge on its own” (Madiba, 2008). Local content develop-ment is crucial in order to avoid the risk of training studentswho are useful for other markets rather than providing edu-caon and training that is relevant to the regional condionsand demands.
Policy frameworks
: Many “one o” aempts to OER are des-ned to fail because there is no framework of sustainability.Issues to be addressed are intellectual property, recompens-ing sta contribuons and incenves for creang OER mate-rials. Petrides & Jimes (2006) see instuonal hierarchies andthe proprietary nature of educaonal content as barriers tocontent provision. This idea of ownership skews instuonalmovaon for implemenng OER and establishing measure-ments for success (Helsdingen, Jansen & Schuwer, 2010).
Filtering
: The quanty of OER poses problems in itself - lter-ing what is useful and applicable to the individual learner’sneeds can be a large task. Various search facilies were de-veloped to allow users to search for relevant OER. For exam-ple, the Commonwealth of Learning (COL) provides a Googlecustom search (hp://www.col.org/resources/crsMaterials/Pages/OCW-OER.aspx) and the widget Folksemanc (hp://www.folksemanc.com) allows for including related OER ma-terial into any given Web site.
Reuse
: In higher educaon instuons are commonly waryof augmenng and reusing learning materials. Training teach-ers in creang, sharing and reusing OERs is a crical issue forthe OER movement. At the University of Nongham, the lo-cal e-learning center regularly oers workshops to promotethe use and re-use of OER materials (hp://www.nong-ham.ac.uk/toolkits/play_2588). Another example currentlyunder development is part of the OpenLearn project:hp://labspace.open.ac.uk/course/view.php?id=5732 
Learner Competency
: Given that “
the level of adopon of OERs into common teaching pracces remains quite low 
” (DeLiddo, 2010), many university students are unaware of openlearning opportunies or struggle to negoate and integrateopen educaonal resources with the formal, instuonalizedparts of their educaon. Making eecve use of OER in in-struconal contexts requires strategies to support coherenceformaon to integrate mulple representaons from mul-ple sources (Seufert, 2003).
Assessment and accreditaon
: How can self-organized learn-ers bridge their open learning experiences and their formalaccreditaon needs? Findings from a survey on the Open-Learn environment indicate that users value the content thatOpenLearn provides but desire means of integrang stand-ardized (?) assessment components (Godwin and McAndrew,2008). How to assess student acvies in open learning envi-ronments remains an open queson (Reinmann, 2007).
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