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Open Scotland Report and Actions

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“Open Policies can develop Scotland’s unique education offering, support social inclusion and inter-institutional collaboration and sharing and enhance quality and sustainability.”

This was the starting point for discussions at the Open Scotland Summit at the National Museum of Scotland in Edinburgh, which brought together senior representatives from a wide range of Scottish education institutions, organisations and agencies to discuss open education policy for Scotland. Facilitated by Jisc Cetis, in collaboration with SQA, Jisc RSC Scotland and the ALT Scotland SIG, Open Scotland provided senior managers, policy makers and key thinkers with an opportunity to explore shared strategic priorities and scope collaborative activities to encourage the development of open education policies and practices to benefit the Scottish education sector as a whole.

Keynote and Lightning Talks

Dr Cable Green, Creative Commons’ Director of Global Learning opened the summit with an inspiring keynote on “Open Education: The Business and Policy Case for OER”. Cable began by quoting Cathy Casserly and Mike Smith of Creative Commons and the Hewlett Foundation:

“At the heart of the movement towards Open Educational Resources is the simple and powerful idea that the world’s knowledge is a public good and that technology in general and the Worldwide Web in particular provide an opportunity for everyone to share, use, and reuse it.”

Cable Green, Creative Commons (image by Martin Hawksey)

Cable Green, Creative Commons (image by Martin Hawksey)


Cable went on to discuss the significance of the Cape Town Declaration, the development of Creative Commons licences and the Paris OER Declaration before concluding that:

“the opposite of open is not ‘closed’, the opposite of open is ‘broken’.”

A series of lightning talks on different aspects of openness and open education initiatives in neighbouring countries followed Cable’s keynote; “Open Source in Education” by Scott Wilson of OSS Watch, “Open Data” by Cetis’ Wilbert Kraan, “MOOCs: The Elephant in the room?” by Sheila MacNeill, also of Cetis, David Kernohan of Jisc presented the HEFCE funded UKOER Programmes, Tore Hoel of Oslo and Akershus University College introduced the Nordic Open Education Alliance, and Paul Richardson presented the perspective from Wales.

Challenges, Priorities and the Benefits of Openness

During the afternoon participants had the opportunity to break into groups to discuss issues relating to openness, and how greater openness could help them to address their current strategic priorities and challenges.

The key issues raised included the following:

There are compelling arguments that old models for publishing research and content are outdated. New models are needed and again the arguments for these are compelling, however these new models require changes in attitude and practice. University business models don’t necessarily need to be built on sale of content, instead they can be built on access to great faculty, support, facilities, maximising efficiency through collaboration, etc. There is a lot of insecurity in the sector, staff are worried about their jobs, so there needs to be clarity about their roles and responsibilities and what they are paid to do.

Open Scotland Discussion Group

Both within and between organisations there are different perceptions of “open”. For example, quality and assessment bodies have increased external openness by sharing assessment criteria, however due to confidentiality agreements institutions have to limit the data that is available to the public.

There is still a tendency to release OER under restrictive open licences, limiting the ability to re-use, revise, re-mix, re-distribute the new resource. One way to overcome the “closed mind” mentality is to develop policy to support openness, however open doesn’t equal free or without cost, investment is required to make resources open.

Openness is not always recognised, there are pockets of open activity throughout Scotland but these are not joined up. E.g. there are good examples of long-standing open practise among public libraries.

Lack of quality assurance is still raised as a barrier to OER. Cable Green suggested there needs to be a shift in attitude and culture from “not invented here to proudly borrowed from there”. Under Creative Commons licence, resource creators can invoke a non-endorsement clause in situations where an original work is re-purposed but the originating authors does not approve of the repurposed work.

Open Scotland Discussion Group

Learners are co-creators of knowledge. How do we engage them? Learners, rather than institutions need to be central to all discussions relating to open policy and practice.

What can Scotland learn from other countries? The UKOER programme evidenced interest in OER and willingness to change practice south of the border. How can Scotland learn from this and use this experience to springboard ahead? There are parallels between Scotland, the Nordic Countries and the devolved nations, is there scope for working collaboratively with other countries?

How can open education policies and practices address the “Big Ticket” government agendas? Post 16 educations, widening access, knowledge transfer, driving changes in curriculum models, school – college – university articulation.

The education sector is undergoing a period of massive change and it is difficult to cope with additional new initiatives and agendas. However the sector can also capitalise on this period of change, as change provides opportunity for radical new developments.

Open Scotland Discussion Group

At the school level the curriculum for excellence is changing the way children think and learn and universities and colleagues need to be ready for this. How can openness help?

Funding has been cut drastically in the FE sector. Does this mean that fewer students will be taught or that colleges need to be smarter and make greater use of open educational resources?

Articulation could be key to promoting the use of OER in Scotland. Many HEIs have produced resources for FE – HE articulation that could be released under Creative Commons licences.

An Open Education Declaration for Scotland

burghead_saltireUsing the UNESCO Paris Declaration as a starting point, the groups explored the potential of developing a Scottish open education declaration.

There was general agreement that the Paris Declaration was a “good thing” however many participants felt it was too focused on OER and that a Scottish declaration should encompass open education more widely.

In addition, the Paris Declaration focuses on “states”, a Scottish declaration would need to define its own stakeholders. It would also be beneficial to develop a common vocabulary (e.g. OER, open education, open learning, etc.) to enable effective communication and identify actions that move us forward.

While there was agreement that the statements of the Paris Declaration were beneficial, it was felt that a degree of contextualisation was required in order to demonstrate these statements and principals in action. One group suggested that it might be useful to have a grid of the Declaration’s statements that stakeholders could fill in to provide evidence of the statements in action. Cable Green added that projects are on going internationally to implement specific actions from the Declaration and suggested that Scotland might consider selecting one or more statements to take forward as actions.

Actions and Deliverables

Action 1 – Establish a working group, similar to Wales and the Nordic countries, that can stimulate research in the area of open education and inform future Government white papers. Cetis, SQA, Jisc RSC Scotland and the ALT Scotland SIG to discuss taking this forward.

Action 2 – Invite participants from those nations that are further ahead of Scotland in promoting the open Agenda. Work with the other devolved nations in the UK.

Action 3 – Use the working group to focus on key Government priorities and agendas, e.g. learner journeys, articulation, work based learning, knowledge transfer.

Key Deliverable 1: A position paper providing evidence of the benefits of openness with examples of how these can impact on Government priorities. (Cetis and the ALT Scotland SIG chair to meet in late July to begin work on a first draft. All drafts will be circulated publically for comment and input.)

Key Deliverable 2: A Scottish Open Learning declaration (including topologies, grids and action focussed statements).

Key Deliverable 3: Government policy on open education. This will require stakeholder groups to state how they will engage with and contribute to the implementation of the policy.

Continuing the Discussion

All these points are open to discussion and we would encourage all interested parties to contribute to the debate. Please feel free to comment here, or to contact the event organisers directly at the addresses below. If you blog or tweet about Open Scotland, or any of the issues raised as a result, please use the hashtag #openscot so we can track the discussion online.

Phil Barker, phil.barker@hw.ac.uk; Lorna M. Campbell, lorna.m.campbell@ilcoud.com; Linda Creanor, l.creanor@gcu.ac.uk; Sheila MacNeill, sheila.macneill@me.com, Celeste McLaughlin, Celeste.McLaughlin@glasgow.ac.uk, Joe Wilson, joe.wilson@sqa.org.uk.

Resources

Open Scotland Overview: http://blogs.cetis.org.uk/lmc/2013/05/03/open-scotland/
The Benefits of Open Briefing Paper: http://publications.cetis.org.uk/2013/834
Open Scotland Presentations: http://wiki.cetis.org.uk/Open_Scotland
Open Scotland Videos: http://www.youtube.com/user/CetisUK
Open Scotland Storify: http://blogs.cetis.org.uk/sheilamacneill/2013/06/28/open-scotland-the-twitter-story/

Acknowledgements

Cetis would like to thank the following people for making the Open Scotland Summit possible: Phil Barker, Andrew Comrie, Linda Creanor, Martin Hawksey, Cable Green, Sheila MacNeill, Celeste Mclaughlin, Joe Wilson.

Thanks also to our presenters Cable Green, Tore Hoel, David Kernohan, Wilbert Kraan, Sheila MacNeill, Paul Richardson, Scot Wilson.

Arran Moffat and GloCast recorded and edited the presentations and valiantly attempted to stream Cable’s keynote through three foot thick tower walls!

And finally….

A word from one of our participants:

Now is the right time to push the open agenda forward. Scotland hasn’t missed the boat, sometimes it’s good to wait for the second wave.

The Benefits of Open

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The following paper was produced to act as a background briefing to the Open Scotland Summit , which Cetis is facilitating in collaboration with SQA, Jisc RSC Scotland and the ALT Scotland SIG. The Benefits of Open draws together and summarises key documents and publications relating to all aspects of openness in education. The paper covers Open Educational Resources, Massive Open Online Courses, Open Source Software, Open Data, Open Access and Open Badges.

The Benefits of Open briefing paper can be downloaded from the Cetis website here: http://publications.cetis.org.uk/2013/834.

Such is the rapid pace of change in terms of open education research and development that several relevant new papers have been published since this briefing paper was completed less than a fortnight ago. The following recent outputs are likely to be of particular interest and significance to those with an interest in open education policy and practice, both in Scotland and internationally.

Journeys to Open Educational Practice: HEFCE OER Review Final Report.
Authors: L. McGill, I. Falconer, J.A.Dempster, A. Littlejohn, and H. Beetham,
Date: June 2013
URL: https://oersynth.pbworks.com/w/page/60338879/HEFCE-OER-Review-Final-Report

“Over recent years, the Higher Education Funding Council for England (HEFCE) has funded UK wide initiatives that explore and support open educational practices (OEP) and resources (OER). The HEFCE OER Review is a cumulative synthesis of the experiences and outcomes of those interventions. It incorporates all phases of the JISC/HE Academy’s Open Educational Resources Programme (UKOER) and the Open University’s Support Centre for Open Resources in Education (SCORE) activities.

The HEFCE-funded OER work in the UK has been extensive and has impacted on strategy, policy, practice (of a wide range of stakeholders, including learners), research, curriculum design, delivery and support. Projects have explored barriers and enablers, and developed solutions to address the individual, institutional and community issues of embedding sustainable practice and widening engagement with OER.

The purpose of the HEFCE OER review has been to deepen understanding and produce a solid evidence base that enhances the status of the UK work within the international OER arena and offers some conceptual and practical ways forward.”

POERUP Policies for OER Uptake Progress Report
Authors: POERUP Project Partners
Date: June 2013
URL: http://poerup.referata.com/w/images/2011_4021_PR_POERUP_pub.pdf

“1. POERUP’s overall aim is to develop policies to promote the uptake of OER (Open Educational Resources) in the educational sector, not for their own sake but to further the range of purposes for which institutions deploy OER: wider access (including internationally and in particular from developing countries), higher quality or lower cost of teaching – and combinations of these.
2. POERUP is focussing largely on the universities and schools subsectors of the education sector, but is also paying attention to the non-tertiary postsecondary subsector – the ‘colleges’ – since they are often the loci of the kind of informal learning that OER facilitates and also crucial to skills development.
3. The original focus of POERUP was to focus on policies at the ‘national’ level (including governments of devolved administrations). However, in the increasingly regionalised and part-privatised environment for education, where some governments are actually withdrawing from setting ICT policies for their sectors, it is now felt more appropriate to focus also on policies for institutions, consortia of these and private sector actors who facilitate change.
4. POERUP is putting substantial effort into understanding the state of play of OER in a range of countries, within the policy context in these countries, and as part of the wider development of online learning in these countries – but cognisant also of the worldwide moves towards Open Access for research literature.
…
8. The first round of country studies is essentially complete and now POERUP is turning its attention to a more delicate level of analysis. The key to this is to understand the ways in which OER communities can develop and foster activity without sustained long-term amounts of government funding. Particular tools for Social Network Analysis will be used to achieve this.
9. Seven case studies for OER communities have been chosen across the various education sectors for analysis by POERUP partners. These include the schools-focussed projects Wikiwijs (Netherlands), Bookinprogress (Italy) and Hwb (Wales/UK); HE-focussed projects OER U, Futurelearn (UK) and Canadian OER HE community; and one MOOC-based project to cover informal adult learning.”

Open Educational Resources and Collaborative Content Development: A practical guide for state and school leaders
Authors: T.J. Bliss, D. Tonks and S.Patrick, International Assoication for Online K12 Learning.
URL: http://www.inacol.org/cms/wp-content/uploads/2013/06/inacol_OER_Collaborative_Guide_v5_web.pdf

While this report focuses primarily on the benefits and affordances of open educational resources for the US K-12 sector it includes a useful analysis of the benefits of open educational resources.

“Other countries and important non-governmental organizations are also beginning to recognize the potential of OER. The Organization for Economic Cooperative Development (OECD) explains, ‘Governments should support OER as good policy because educational institutions (particularly those publicly financed) should leverage taxpayers’ money by allowing free sharing and reuse of resources. Quality can be improved and the cost of content development reduced by sharing and reusing. Sharing knowledge is in line with academic traditions and a good thing to do. OER expands access to learning for everyone but most of all for nontraditional groups of students and thus widens participation in education and can bridge the gap between non-formal, informal, and formal learning.'”

Open Scotland

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In collaboration with SQA, Jisc RSC Scotland and the ALT Scotland SIG, Cetis is hosting a one day
summit focused on open education policy for Scotland which will take place at the National Museum of Scotland at the end of June. The event, which will bring together senior managers, policy makers and key thinkers, will provide an opportunity for critical reflection on the national and global impact of open education. Open Scotland will also provide a forum for identifying shared strategic priorities and scoping further collaborative activities to work towards more integrated policies and practice and encourage greater openness in Scottish education.

The Open Scotland keynote will be presented by Cable Green, Creative Commons’ Director of Global Learning. Creative Commons are a non-profit organization whose free legal tools provide a global standard for enabling the open sharing of knowledge and creativity. Representatives of the Scottish Government, the National Library of Scotland, SQA, ALT Scotland, the University of Edinburgh, Glasgow Caledonian University, the Nordic OER Alliance, the EU Policies for OER Uptake Project, Kerson Associates, Jisc, Jorum, Jisc RSC Scotland and OSS Watch will be among those attending. A synthesis and report of the outputs of the summit will be disseminated publicly under open licence.

Open Scotland Overview

“A smarter Scotland is critical to delivering the Government’s Purpose of achieving sustainable economic growth. By making Scotland smarter, we will lay the foundations for the future wellbeing and achievement of our children and young people, increase skill levels across the population and better channel the outputs of our universities and colleges into sustainable wealth creation, especially participation, productivity and economic growth.”
http://www.scotland.gov.uk/About/Performance/scotPerforms/objectives/smarter

How can Scotland leverage the power of “open” to develop the nation’s unique education offering? Can openness promote strategic advantage while at the same time supporting social inclusion, inter-institutional collaboration and sharing, and create new opportunities for the next generation of teachers and learners? The Scottish Government’s ‘Scotland’s Digital Future’ strategy, published in 2011, sets out the steps that are required to ensure Scotland is well placed to take full advantage of all the economic, social and environmental opportunities offered by the digital age. However, whilst the Scottish Government has been active in advocating the adoption of open data policies and licences it has yet to articulate policies for open education and open educational resources. In March 2013, the Scottish Funding Council published a ‘Further and Higher Education ICT Strategy’ that builds on the Scottish further and higher education sectors’ culture of collaboration and the range of national shared services that are already in place, many of which are supported by Jisc, JANET UK and others. What kinds of open policies and practices can we develop and share across all sectors of Scottish education to help implement these strategies and move them forward?

Scotland has a proud and distinctive tradition of education, which is recognised internationally. The Curriculum for Excellence is transforming schools to better equip our children for the challenges of the 21st century. With our colleges and universities experiencing major changes in terms of structure, funding and access, Scotland’s colleges are opening up their educational content to the world through the new Re:Source OER repository. The University of Edinburgh have pioneered the delivery of MOOCs in Scotland, recently attracting over 300,000 students to six online courses, and Napier University is embracing open practice through their open 3E Framework for teaching with technology, which has been adopted by over 20 institutions globally. The Jisc RSC Scotland are making extensive use of the Mozilla Open Badge Infrastructure (OBI), which enables an open, standards-based way to issue digital recognition and accreditation. The Scottish Qualifications Authority is exploring how open badges can be built into the national qualifications system and the ICT Excellence Group, which is overseeing the re-development of the Scottish schools’ intranet GLOW, are also investigating their potential use

Elsewhere, the HEFCE funded UKOER Programme has been instrumental in stimulating the release of open educational resources and embedding open practice in English HE institutions. SURFNet in the Netherlands recently published their second ‘Trends Report on OER’, and a group of Nordic countries have launched the Nordic Alliance for OER. The UNESCO 2012 Paris Declaration called on governments to openly license publicly funded educational materials, and later that year the European Union issued a public consultation on “Opening up Education – a proposal for a European initiative” in advance of a new EU Initiative on “Opening up Education” expected to launch in mid-2013. Underpinning many of these developments is an increased acceptance and adoption of Creative Commons licences.

We are experiencing a period of unprecedented flux in all sectors of teaching and learning. For better or for worse, the advent of MOOCs has opened a public debate on the future direction of post-school education, though the balance of commercial opportunities and threats from the increased marketisation and commodification of education is still unclear.

Open Scotland is a one day summit facilitated by Jisc CETIS in collaboration with SQA, Jisc RSC Scotland and the ALT Scotland SIG. The event will provide an opportunity for key stakeholders to critically reflect on the national and global impact and opportunities of open education, provide a forum to identify shared strategic interests and work towards a more integrated Scottish approach to openness in education.

“UNESCO believes that universal access to high quality education is key to the building of peace, sustainable social and economic development, and intercultural dialogue. Open Educational Resources (OER) provide a strategic opportunity to improve the quality of education as well as facilitate policy dialogue, knowledge sharing and capacity building.”
http://www.unesco.org/new/en/communication-and-information/access-to-knowledge/open-educational-resources/

Cetis       SQA
rscs_logo_feb11_v1-scotland1       alt_logo

Supporting OER Policy in Scotland

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Last week I attended an interesting ALT Scotland meeting, hosted by the Centre for Learning Enhancement and Academic Development at Glasgow Caledonian University which, among other things, focused on the potential role of ALT in shaping OER policy in Scotland.

The discussion was led by Joe Wilson, SQA’s Head of New Ventures, in response to UNESCO’s OER draft declaration consultation. This consultation had previously been the focus of Sir John Daniel’s keynote “Fostering Governmental Support for OER Internationally” at the OER12 / OCWC Conference in Cambridge earlier this year. At the time the UK government had not responded to the UNESCO consultation, which appears to have been sent only to Westminster*. This prompted Joe to suggest that it might be useful to seek a response from the Scottish Government, with ALT potentially being an appropriate body to support this cause and to assemble Scotland wide responses on international initiatives in the area.

There certainly seemed to be considerable appetite among those present at last week’s well attended meeting to help articulate Scottish policy in the area of openness in general and open educational resources in particular.

Several participants noted that as a relatively small community, there is already a strong ethos and culture of sharing across the Scottish educational sectors, which could be harnessed for the greater good. However, although there may be enthusiasm at the grass roots level, there was also agreement that there is little awareness of the open agenda at the institutional level.

Furthermore, in terms of policy, it was suggested that there is some disparity between the UK and Scottish governments in terms of commitment to open strategy, open education and open educational resources.

David Beards of the Scottish Funding Council pointed out that the Scottish Government are already committed to promoting openness through the 2004 Scottish Declaration on Open Access which states:

“We believe that the interests of Scotland will be best served by the rapid adoption of open access to scientific and research literature.”

While this is unquestionably an admirable goal, the declaration does focus squarely on open access to scholarly research outputs. There is no mention of opening access to educational resources, or indeed to research and other data, and I can not help but be reminded of the late Rachel Heery’s astute observation to the final meeting of JISC Repositories and Preservation Advisory Group that teaching and learning resources have not been served well by scholarly works Open Access agenda as their workflows are very different.

In order to raise awareness of the open agenda at the policy level it was suggested that ALT Scotland should take positive steps to bring together institutions and non departmental public bodies to work together to ensure that open educational resources feature in Scotland’s national ICT strategy. As a first step towards this goal, the group agreed to formally establish ALT Scotland as an ALT Special Interest Group. If you’re interested in participating in these developments, or just keeping up to date, you can joint the ALT Scotland mailing list here alt-scotland@jiscmail.ac.uk.

One last thing, in an admirable example of practising what they preach, ALT have opened access to their journal Research in Learning Technology. The journal aims to:

Raise the profile of research in learning technology, encouraging research that informs good practice and contributes to the development of policy.

All journal content is freely available here: www.researchinlearningtechnology.net

* David Kernohan of JISC has helpfully pointed out that the UK government has now formally responded to the UNESCO consultation. Thanks David!