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Open Educational Resources for
      Global Collaboration:
Introduction, Guidelines and Case
              Study
       Prof. Dr. Jan M. Pawlowski

  Worksheets and further material available
        from jan.pawlowski@jyu.fi
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The License in plain words…

All slides in this set can be used for non-
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If you like to use my slides, just inform me by
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contact me and we agree how to arrange this
…Jyväskylä, Finland…




Source: [http://www.jyu.fi/, http://www.jyvaskyla.fi/]
…Jyväskylä, Finland…




Source: [http://commons.wikimedia.org/, http://www.jyvaskyla.fi/,
                   http://www.laajavuori.com/]
University of Jyväskylä

Founded in 1934
Nearly 15.000 degree students in seven
faculties.
Approximately 2.500 Staff members.
 – About 700 Research Staff
Excellence Centre nominated by the Finnish
Academy e.g. in Learning and Motivation
Research
Global Information Systems, University of Jyväskylä
                 (JYU) - The Team


     Kati Clements              Philipp Holtkamp     Denis Kozlov




                                                      Henri Pirkkalainen
             Jan M. Pawlowski

    My background
      Ph.D. Business Information Systems, University of Essen
      Habilitation ―Quality Management / Integration of Knowledge
      Management and E-Learning‖
      Professor in ―Global Information Systems‖
      Chair CEN/ISSS Workshop Learning Technologies
      ISO/IEC JTC1 SC36 Project Editor
JYU: Global Information Systems
Focus areas                         Projects
  Global Information Systems          OpenScout: OER for
  Supporting globally distributed     Management
  workgroups                          TELMAP: Technology
  Open Educational Resources          Forecasting
  Reference Modeling                  NORDLET: Nordic Baltic
                                      Network for Learning,
                                      Education and Training
E-Learning
                                      COSMOS, Open Science
   Supporting international           Resources: Exchange of
   education settings                 Scientific Content
   Cultural adaptation                ASPECT: Open Content
   Standardization & Quality          and standards for schools
   Management                         iCOPER: New standards for
   Mobile & Ambient Learning          educational technologies
   Innovative tools and solutions     LaProf: Language learning
                                      in ICT and agriculture
Imagine…
                                           Are Open
                                          Educational
…you need to set up a new                Resources a
                                      solution for you???
training course
…your budget for trainings was cut
…you have only 2 days to prepare
a new training
…you are renewing your
organizations strategy
…you want to improve working with
colleagues abroad
… you want to develop the highest
quality resources for your students
/ staff!
Workshop Outcomes

Exploring the opportunities of Open
Education, Repositories, Resources in an
international context
Ability to search and find resources fitting
your needs
Identifying adaptation needs and
requirements
Ability to estimate the adaptation effort
Evaluating tools and services
Programme

Agenda   9.00 – 09.30 Introduction of participants and trainers
         Please introduce yourself briefly:
            1. Your affiliation
            2. Your experience with E-Learning and Open Educational Resources
            3. What you expect from the workshop




         09.30 – 10.30 Open Educational Resources and Repositories: An Introduction
                Open Educational Resources: What is it?
                Repositories: Some examples of repositories.
                Barriers: What holds us away from using OER?
                Opportunities: How can we benefit from OER?


         11.00 – 11.45 Adapting and Internationalizing Open Educational Resources: Background,
         Practices, Examples
                What are the processes to adapt OER?
                What are the key influence factors for adapting OER?
                Culture Models and their influences
                From research to practice: How to make OER adaptation and internationalization
                work…




         11.45 – 12.15 Introduction to the exercise: Planning a course based on OER
                Selecting a topic and key audience: Schools, Higher Education, Vocational
                Training
Agenda
12.45 – 14.00 Planning and initial adaptation of a course: Finding and Retrieving OER
      Finding the appropriate resource
      Validating its usefulness and potential



14.30 – 15.30 Adapting OER, Re-publishing OER
      Finding appropriate tools: Authoring, translating, …
      Republishing OER in repositories


                                                 15.30 – 16.00 Discussion of experiences
Introduce yourself…

9.00 – 09.30 Introduction of participants and
  trainers
  Please introduce yourself briefly:
   – Your affiliation
   – Your experience with E-Learning and
     Open Educational Resources
   – What you expect from the workshop?
Contents
What are OER? Concepts and approaches

Barriers of OER use

Case Study Results: How does it work in
the real life in Finland?

Recommdenation Systems in the Future:
Building your networks
OER: Concepts
  Definitions:
  – Technology-enabled, open provision of
    educational resources for consultation, use
    and adaptation by a community of users for
    non-commercial purposes". (UNESCO, 2002)
  – But: Commercial purposes shall not be
    excluded

→Any digital object which can be freely
  accessed and used for educational purposes
Variety of OER…
Resources:
 – learning objects (specific digital objects created for learning purposes)
 – multimedia documents, simulations but also simple html web
    resources.
Articles, textbooks and digital equivalents:
 – articles, papers, books or journals
 – Open Access
Software tools
 – producing / authoring learning resources, communication and
    collaboration.
 – Open Source or Free Software
Instructional / didactical designs and experiences
 – access to instructional designs, didactical plannings
 – such as lesson plans, case studies or curricula
 – sharing experiences about materials and lessons between colleagues
 – Open Educational Practices.
Web assets:
 – simple resources (assets)
 – pictures, links, or short texts
 – not usable on their own in a learning context but can be used to
    support or illustrate a certain topic
 – found by google or similar search engines.
Open Educational Resources…
Source: B.D. Solis: http://www.sortingthoughts.de/blog/wp-
                          content/uploads/2008/12/2735401175_fcdcd0da03.jpg
Social Networks (Solis)
Sample contents
Maknaz
 – http://maknaz.elc.edu.sa/portal/
OpenScout
 – http://www.openscout.net
Mace Project (technology base)
 – http://www.mace-project.eu
ITunes University
 – http://www.apple.com/education/itunes-u/
OpenLearn (Open University UK)
 – http://openlearn.open.ac.uk/
Globe Network (Federation)
 – http://www.globe-info.org/
Ariadne Foundation (Europe)
 – http://www.ariadne-eu.org/




                                              19
Some more…
http://ocw.mit.edu/index.htm
http://openlearn.open.ac.uk/
http://www.ariadne-eu.org/
http://www.learningcommons.org/educators/library/gem.
php
http://www.merlot.org/merlot/index.htm
http://www.jisc-collections.ac.uk/
http://wiki.creativecommons.org/Creative_Commons_a
nd_Open_Educational_Resources
http://opentraining.unesco-ci.org/
http://portal.mace-project.eu/
http://www.openscout.net
http://lreforschools.eun.org/
http://globe-info.org
http://lorn.flexiblelearning.net.au/
The starting point…

Waste amount of content is available in
repositories, a large number of experts and
users are active in social networks

Great potentials for collaboration, sharing
and social innovation

What are barriers and opportunities?
European teachers find
                resources…
by searching using keywords                   95 %

by browsing by topic / subject / age          84 %

by recommendations from colleagues            84 %

by recommendations from friends               75 %

with good ranking                             61 %

from an organization with a good reputation   55 %
I Trust Resources...


if the resource has a full metadata attached to it

 can be integrated in my Learning Management
             Systems / my web page
       from an organization which has a Quality
              Certificate (e.g., ISO 9000)
    from an organization with a good reputation
            (e.g., CERN, Harvard, Nasa)

             which have received good rankings

               which have been used very often

have been reviewed by colleagues / scientists in
                  the field
           if I‘ve seen a preview of the resource

           if the resource is in my own language

             only if I have reviewed them myself

                                                 0 % 10 20 30 40 50 60 70 80 90 100
                                                     % % % % % % % % % %
So, why doesn‘t it work in
                Education?
-    Barriers
    – ―not invented here‖
                               +    Potentials & needs
                                   – Education budget
    – ―Education is                – Focus on new stuff
      something special!‖
    – ―I have no time‖             – Cooperation and
                                     synergies
    – Googling might not be        – Skills in the use of ICT
      enough                         and tools
    – Complex tools                – Enormous resource
    – Curriculum integration         pools
    – Insecurities
    –…
Recommendations of resources and people…
The solution?                Preparing a new course –
                             finding appropriate
Finding resources!           materials for re-use




          Usefulness?
          Quality? Rights?
The solution?                Preparing a new course –
                             finding appropriate
Finding people!              materials for re-use




          Trustworthiness?
Our study

What do we need to form a community of
practice?
What are problems which can occur when
using Open Content?
Finnish teachers vs. European
               teachers


36 teachers in Central   44 teachers around
Finland                  Europe (Belgium,
                         Romania, Lithuania,
                         Portugal)

                         Teachers were from the
                         fields of IT, Maths and
                         Science
Experiences from our Case Study:
       Sharing of materials made by
                   others
                                 Whose Materials would you use?

    100,00 %
     80,00 %
     60,00 %                                                                     Finnish Teachers
     40,00 %                                                                     European Teachers
     20,00 %
      0,00 %
                 Colleagues at Colleagues from Colleagues from Colleagues from
               the same school    the same     elsewhere in my   outside my
                                geographical        country         country
                                     area


Conclusion: Finnish teachers are more willing to use
materials made by others than European teachers
Sharing: Who would you give your
                     materials to?
                         Who would you give your materials to?

100,00 %
 90,00 %
 80,00 %
 70,00 %
 60,00 %                                                                        Finnish Teachers
 50,00 %
 40,00 %                                                                        European Teachers
 30,00 %
 20,00 %
 10,00 %
  0,00 %
           Colleagues     Colleagues Colleagues Colleagues        None of the
           at the same     from the       from     from outside     above
              school         same     elsewhere in my country
                         geographical my country
                             area

  Conclusion: Finnish teachers are less willing to give
  materials to others than European teachers
But…
  Overall, the willingness to share
  materials with other teachers is
  high

  How far the teachers sharing
  materials from each other are –
  doesn‘t seem to matter!

→In our world in 2010: Physical
  distance to a colleague does not
  affect trust???
What sort of portal functionalities would help you to use web
                               materials more often?

         Use cases
        Level status
          Reliability
        Adaptability
        Easy to use
Visual appearance
        Translation
 User rating (stars)
Reviews/Evaluation
     Keyword index
Efficient search tool

                       0%   10 %   20 %   30 %   40 %   50 %    60 %    70 %      80 %   90 % 100 %

                                          European teachers    Finnish teachers
Collaboration network construction
                                                  Efficient network
                                                  organization is the
                                                  key to success
                              First degree
                            trusted network       Tools are needed to
        Topic / Context
                                                  facilitate the
               A                                  process
                                                  Open Issues:
                                                   – Factors?
          Topic / Context
                 B
                                                   – Organization?
                                                   – The right
                                                      network?
                                 Second degree
                                trusted network
Building collaboration networks
Building networks of colleagues
 – By topic
 – By trust
 – By proximity
Manually…or automatically…

Using collaboration networks
 – Social networks
 – International communities

Collaboration competency as the key success factor
for future teaching!
Predictions
Strong worldwide networks will be built (e.g.
GLOBE Initiative)
Trusted communities should be established,
e.g., initiatives between partner countries
with similar or mutually beneficial
backgrounds (KSA – Finland?)
No one fits all (facebook-alike) community
but sub networks
Starting point: The large social business &
leisure networks as well as special interest
sites
Predictions
Organized by location, interest and trust-
levels

No more than 3 networks

Connections to various open content
sources

Integration of tools & support
Challenges

Internationalization strategies and tools in
global, in particular north-south cooperations
Business models: Add-on services and
commercialization strategies
Trust awareness and specification
mechanisms

Getting started…
European Initiatives:
                      NORDLET
A Nordic Baltic cooperation for Open
Education
Working in a region with great potentials for
open education
 – Tradition of education as part of the
   society
 – Flexible and rapid educational changes
Can we work cooperatively towards open
education?
European Initiatives:
                     NORDLET
Content space: Access to Baltic Nordic
resources
Starting point for collaboration
Discussion and debate: Focus topics
Regional events
Clustering conference

Links to social networks: facebook, …
NORDLET
European Initiatives: OpenScout
Continuous learning in management …
  Development of management skills essential
  Growing need for learning materials
   – Diverse topics, up-to-date, high-quality, inexpensive
   – Easy to access, skill-specific, adaptable, re-usable
  Open educational management content available, but many
  usage barriers
… utilizing openly accessible learning materials
  Easy-to-use web services to access open content
  Support all phases of using open learning materials
               Validate
                          Re-use /   Validate
   Search        re-                            Re-publish
                           adapt     solution
              usability
                                                       42
OpenScout Consortium
   authoring, adaptati
   on                                          content
                                            federation



industrial learning                skill & competence
technology, content                           services
connectors




   user community
                                             reference
                                 scenarios, evaluation
                                                 43
Open Scout Architecture                                                                                                   …..
                                                                                                                                                      iGoogle
             Tool library                                         Service library
              Toolkit                                                 Competence
             collection
                                    Tool                  Basic         browsing
                                                                                                                                                    Social
                                recommendat              Search        and search                                                                  Networks




                                                                                                                                                                            USER COMMUNITY (Early adopters)
                                    ions




                                                                                                         Connector (Enterprise Service Bus, ESB)
   Social                                                                               Re-




                                                                                                                                                                                                               USER COMMUNITY (Large scale)
 Networking                              FM                                           publish



                                              Metadata about users, usage and tools
                                                                                                                                                            …..
                                                                                                                                                        CLIX
                                               User       Social            Usage           tool
                                              profiles   Metadata          Metadata       profiles

                                                                                                                                                     LCMS



                                                               OpenScout repository
        Repositories                                               federation
                                                         Harvested
                                       Harvest             LOM
Open
Learn      Slides         …..                                                                                                                      OpenScout
             tar
                                                            Domain                     Enriched                                                      portal
                                                         classification                LOM (AP)                                                                   OpenSc
    Open                    …..                                                                                                                                    out
     ER                                                                                                                                                           website
                                                         Competence
                                       Content metadata
                                       Enrichment


         Almost                               At least 1 evaluation                             Started…In                                         Planned, not
         done                                 done                                              progress                                           implemented                                                44
Key aspects

Largest European access point for
management, business and related areas
Competence –based learning
 – Fitting your curriculum
Tools and services
 – Which tool for which process
Community of trusted colleagues
Open Scout Prototype
Widget-based user-interface which enable users to access the provided services in a
user-friendly and convenient way, e.g. searching and retrieving of related learning
objects.




                                                                                46
Consider networks…

Work on shared teaching and development

Use, add, discuss contents

Find people and materials

Develop the idea of open education
Adapting and Internationalizing
 OER: Background, Practices,
Applications, and Case Study

      Prof. Dr. Jan M. Pawlowski
Sample Task

Design a blended learning course on water
management for teachers
Small budget available, high quality needed

Key decision: make or buy
– Or collaborate!
The adaptation process




                                   Share &
  Search             Adapt         Exchange

Key issues
– How to internationalize materials?
– What is the effort?
– Which materials are promising and
  useful?
General OER-model




Pirkkalainen (2010)
Process example
• OER process model refined for internationalization purposes
• Possible flow of actions resulting to content adaptation and
delivery
Relationship of the factors


Mapping the contextual factors to the adaptation criteria is crucial
How does this work in practice?

Step by step approach
 – Search
 – Adapt
 – Share and Exchange

What are the key decisions?
What are state of the art solutions for those
steps?
Which issues are open and need further
investigation?
Search                                       Search
Choose the starting point for your search – in this step, find a good starting
repository for your search. We recommend to either use a specific repository for a
certain topic (e.g. OpenScout for Management, LRE for school contents) or a
federated repository which searches more than one source. Check whether there
are multi-lingual features (search, vocabulary, …).
Clearly state your requirements and needs: What are the main characteristics of
your content besides the topic area – which is the age group, context (school,
Higher Education, SME training, etc), instructional context. All these aspects can
usually be specified in the search engines and make it more likely to find good
results
Check the quality of a resource: Has the resource been reviewed by colleagues?
Has it been certified or has it achieved good ranking from previous re-users?
Check the internationalization requirements: Are there national / regional concepts
in the content? Does the curriculum fit? Is the resource appealing?
Ask colleagues and networks: It is promising also to ask experienced colleagues or
search forums by fellow teachers as an example. In most cases, you easily find a
colleague sharing good ideas and hints.
Familiarize yourself with some basic licenses: Most OER use a creative commons
license which aims at providing a simple transparent scheme. In most cases, re-
use is allowed when informing the author in non-commercial settings. However,
the Creative Commons website for OER helps to clarify what your legal situation is
and also provides a tool to build licenses for your needs.
http://wiki.creativecommons.org/Creative_Commons_and_Open_Educational_Res
ources or http://creativecommons.org/choose/?lang=en_GB
Search and try: Most repositories provide direct access to resources, so it might be
useful just to try out a few resources and see how it fits your context.
Summarize the characteristics and estimate the adaptation effort
Make your decision: You cannot use all resources but soon you will find resources
and colleagues which are fitting your context.
Search                       Search
Choose the starting point for
your search – in this step,
find a good starting
repository for your search.
We recommend to either          Consider global repositories:
use a specific repository for   http://globe-info.org
a certain topic (e.g.           Consider domain / sectors specific
OpenScout for                   repositories:
Management, LRE for             http://lreforschools.eun.org/
school contents) or a           http://learn.openscout.net
federated repository which      Browse those and validate their
searches more than one          resources (see chapter on quality)
source.
                                Can you search for your native
                                language, can you search
Check whether there are         automatically for translated
multi-lingual features          metadata? Can you get translated
(search, vocabulary, …).        results?
                                Check if there are communities
                                where you can seek support and
                                collaboration.
Search                           Search
Clearly state your
requirements and needs:
What are the main                   Sample requirements attributes
characteristics of your content
besides the topic area – which        Domain
is the age group, context             Sector / level
(school, Higher Education,            Age group
SME training, etc), instructional     Type of resource (ppt,
context. All these aspects can        simulation, pictures,
usually be specified in the           assessment, …)
search engines and make it
more likely to find good results      Learning outcomes / curriculum
                                      Didactic approach
                                      Topic
                                      Rights
                                      Author / institution
                                      Quality (certification)

                                       Cultural attributes!
Search: Culture Profiles                                                      Search
                                          Culture Profile Instance
                                          (Nation / Region)
IMS LIP                                                                         E-Portfolio
•Identification                            Culture Profile Instance             •Organizations
•Goals                    Instantiation
                                           (Group)                              •Identification
•Qualifications                                                                 •Resources
•Activities
                                            Culture Profile                     •Products
•…                                          Instance (Actor)                    •…
                                             •…
Culture Profile                              •Experience 1: Study
Specification                                Netherlands                Contains
•General                                     •Experience 2: Project     Characteristic
•Reference                                   Korea
•Educational                                 •Native Culture: Germany
•Culture                                     •…
•Communication
•…
                                                                                Contains
                                                                                Product
                                                         Presentation
                          Defined Culture
                          Competencies
RCDEO
•Competency description
•Evidence
•…


  See also: Pawlowski, 2008
Search                         Search

Check the quality of a
resource: Has the
resource been reviewed     Organizational Quality
by colleagues? Has it      certifications
been certified or has it   – ISO 9000, ISO/IEC
achieved good ranking        19796-x
from previous re-users?    – Accreditation
                           Individual
                           recommendations
                           Rankings / ratings /
                           recommendations
                           – Do you get rankings from
                             similar users?
                           – Trust?
Search        Search




Source: http://www.openscienceresources.eu/
Search                                  Search
Check the internationalization     Content analysis
  requirements:                      Specific concepts and practices
  Are there national / regional      and their cultural specific
  concepts in the content?           meanings (laws, business logic,
                                     behavior, norms, music,
  Does the curriculum fit?           traditions, ….)
  Is the resource appealing?         Language, language
  What are the differences           conventions, politeness, …
  between originating and target     Knowledge in context (what is
  culture?                           common knowledge, what is
  How can culture models be          made explicit?)
  applied to the resource?           Curriculum fit
                                     Learning outcomes and
                                     didactics
                                     Group work
                                     Teacher roles
                                     Localization
                                       – Dates, formats, numbers, units
                                      User interface
                                       – pictures, navigation, shapes,
                                         numbers, colors, …
14 Dimensions of Henderson (in
the field of education / learning)
 Epistemology: Objectivism – Constructivism
 Pedagogical Philosophy: Instructivist – Constructivist
 Underlying Psychology: Behavioral – Cognitive
 Goal Orientation: Sharply-focused – Unfocused
 Experiential Value: Abstract – Concrete
 Teacher Role: Didactic – Facilitative
 Program Flexibility: Teacher-Proof – Easily Modifiable
 Value of Errors: Errorless Learning – Learning from experience
 Motivation: Extrinsic – Intrinsic
 Accommodation of Individual Differences: Non-Existent – Multi-
 Faceted
 Learner Control: Non-Existent – Unrestricted
 User Activity: Mathemagenic – Generative
 Cooperative Learning: Unsupported – Integral
 Cultural Sensitivity: Non-Existent – Integral

 See also: Edmundson (2007)
Epistemology
            Objectivism                            Constructivism

         Knowledge is
                                          Knowledge is
         •comprehensive
                                          •Individually constructed
         •structured
                                          •with multiple perspectives
         •accurate
                                          •‗measured‘ by the ability to create
         •measured by tests
                                          learning strategies



                                         Course allows participants to learn
The implication is that, once learners   about X learning units, but then they
have learned about X learning units,     are required to cite examples of how
they have mastered the topic.            they could adapt the knowledge to
                                         accommodate each style.
Pedagogical Philosophy
            Instructivist                          Constructivist


                                         •encourage meta cognitive learning
                                         strategies
•stress goals and objectives
                                         •based on previous concepts or
•are founded in behavioral psychology
                                         schema




 Courses have clearly identified and    In the course participants are asked to
 measurable learning objectives, so     relate the learned material to
 participants know exactly when they    examples they have seen in their work
 have ‗learned‘ the desired material    or lives
Underlying Psychology
           Behavioral                              Cognitive



                                         •learners are allowed to build
•only ‗correct‘ responses accepted       knowledge based on previous
                                         experience




Learners are expected to complete    Learners are allowed to integrate their
tasks exactly as ordered             experiences into learning
Goal Orientation
          Sharply-focused                             Unfocused


                                                   •No pre-set goals
    •clearly defined, pre-set goals
                                                   •Self set goals




                                          One activity in the course has
                                          participants reflecting on what they
If the learner knows the material, they
                                          learned and how they learned it, then
have successfully achieved the goals
                                          analyzing their own learning style
                                          based on what they discovered.
Experiential Value
               Abstract                                  Concrete


•Abstract                                  •indicating relevance to the learner‘s
•indicating ‗removed from reality‘         world
•―ignores‖ specific influence factors of   •takes all influence factors into
the real world                             account




 Learners are not expected to relate
                                           Learners are encouraged to apply
 content to their past or potential
                                           ‗knowledge‘ to their activities at work
 experiences. Focus on models
Teacher Role
             Didactic                              Facilitative


                                       •Teacher facilitates learning without
 •Teacher presents the knowledge       controlling outcomes
 •Focuses on lectures                  •Focuses on group works and
                                       assignments




                                       When students have questions or
The instructor of the course is the    concerns that they could, with some
expert and all questions or concerns   help, resolve or discover answers on
can be resolved by this expert         their own, the instructor helps them
                                       learn to find the solution themselves.
Program Flexibility
           Teacher-Proof                             Easily Modifiable



 •Course and learning activities are       •Teacher accepts suggestions and
 fixed                                     errors
 •No Changes are possible                  •Program can be changed if necessary




The instructor contributes knowledge;
                                           The instructor recognizes his/her faulty
it is up to the student to learn it. The
                                           instructional activity and modifies it to
teaching techniques would not be the
                                           suit the learners
cause of faulty learning.
Value of Errors
       Errorless Learning                  Learning from experiences


                                       •Errors are a part of the learning
•Errors are not tolerated in any way   process
•Students learn until either they      •Errors will be analyzed to learn from
generate no errors                     them




                                       If students make a mistake, they are
Once students can consistently and
                                       offered another opportunity to learn by
errorless define and describe the
                                       recognizing their error and then
content, they have ‗learned‘.
                                       correcting it
Motivation
            Extrinsic                               Intrinsic



•Motivation originates from factors    •Motivation originates from within
separate from the learner              •―a true desire to learn‖
•―the need to get the best grade‖




                                      Students are genuinely interested in
Students are memorizing facts and
                                      learning new knowledge or skills and
definitions to pass the course.
                                      applying them to real life situations
Accommodation of Individual
                Differences
             Non-Existent                              Multi-Faceted



                                            •knowledge and learning presented in
•Differences of individual learning style   a variety of ways
and strategies are not considered           •learners can utilize what most suits
                                            their preferences




                                            Students can read text, watch online
Only text reading and drill-and-practice
                                            videos or analyze case studies in
are offered as course activities
                                            order to learn.
Learner Control
            Non-Existent                              Unrestricted

                                          •learn by discovery, which means the
•The learner must learn along a           learner has unrestricted control of the
predetermined path                        path
•Learning activities and their order is   •The learner can control what to do
fixed                                     when




The learners are sequentially
                                          The learners can chose the learning
mastering the content and will know
                                          activities that appeal to them
when their learning is complete
User Activity
        Mathemagenic                            Generative



•Learners have the opportunity to   Learners are engaged in the process
access the same content, but in     of creating learning material
different ways




                                    Learners are allowed to expand upon
Learners access pre-set learning
                                    other uses of knowledge and are
material.
                                    asked to research an example
Cooperative Learning
          Unsupported                                Integral


                                      •Learning is encourage through
  •Learners work independently of
                                      cooperative activities among learners
  others
                                      •Group work
  •Individual work




Each learner protects his or her      The instructor provides activities which
knowledge, as success is determined   allow learners to exchange ideas and
by mastering the topic to the         experiences, thus augmenting the
instructor‘s satisfaction             information and skills learned
Cultural Sensitivity
           Non-Existent                                 Integral



    •The cultural differences are        •The cultural differences are an
    completely ignored (even if          integral part of the course and learning
    unintentionally)




                                         The instructor or designer of the
The instructor assumes that all
                                         course attempts to keep images and
learners will learn equally by the way
                                         examples free from stereo- types and
he/she teaches and by the activities
                                         uses internationally recognized
presented.
                                         symbols.
Context Metadata (Pawlowski, Richter, 2007)

                       Internet       Culture       Demographical
                       security                      development

          Learner
                                                                    Religion
        satisfaction

 Geography &
                                                                         Technical
   education
                                                                       infrastructure
 infrastructure
                               Information &
Companies
                                Knowledge                                      Rights

    Rules,
standards and
                                  Systems                                  History
 agreements

       Human actors                                                 Politics


                       Financial                      State of
                       aspects     Media richness   development
Search                Search

Ask colleagues and
networks: It is
promising also to ask
experienced
colleagues or search     Search for relevant
forums by fellow         colleagues
teachers as an           Who do you trust in
example. In most         the field?
cases, you easily find   Identify communities,
a colleague sharing      linkedin, facebook,
good ideas and hints.    xing etc
                         Create your
                         networks for
                         education sharing
Search:                                                       Search
Collaboration network construction
                                                     Efficient network
                                                     organization is the
                                                     key to success
                                 First degree
                               trusted network       Tools are needed to
           Topic / Context
                                                     facilitate the
                  A                                  process
                                                     Open Issues:
                                                      – Factors?
             Topic / Context
                    B
                                                      – Organization?
                                                      – The right
                                                         network?
                                    Second degree
                                   trusted network
Search                        Search

      Usefulness: Parameters

Content                    People
  Topic                      Proximity
  Context                     – Geographical
  Type
  Didactical setting
                       +      – Cultural
                              – Personal
  Quality…                   Trustworthiness
                              – Experiences
                              – Recommendations
                              –…
Search                       Search

Familiarize yourself with
some basic licenses: Most
OER use a creative
commons license which
aims at providing a simple     Some CC licensing attributes
transparent scheme. In most      Use or modifications?
cases, re-use is allowed         Commercial or non-commercial
when informing the author in
non-commercial settings.         Collaboration or acquisition ?
However, the Creative            National or international?
Commons website for OER          Further publication or private
helps to clarify what your       use?
legal situation is and also
provides a tool to build
licenses for your needs.
Search                             Search
Search and try: Most repositories provide direct access to
resources, so it might be useful just to try out a few resources
and see how it fits your context.
Summarize the characteristics and estimate the adaptation
effort
 – Comparison of requirements and characteristics
 – Adaptation options
 – Tools options
 – Time, efforts, cost…
Internationalization aspects
 – Cultural / business logic changes
 – Content change
 – Language aspects
 – Curricular / didactical changes
 – User interface changes
Search                 Search

Make your decision: You cannot use all
resources but soon you will find resources
and colleagues which are fitting your
context.
Attribute          Description               0                     Comment
Language    English                                 X                Parts need to be translated
    Topic   Pythagoras theorem
Age group   12-16                                        X                           Fit exactly
  Method    Interactive simulation,                      X   Needs to be explained in detail for
            assisted by teacher                                        distance learning pupils
  Quality        Description
                 Standards
                 Curriculum fit
                 Quality of contents
                 Interactivity
                 Media use
                 Appropriateness of
                 methods
                 Technical
                 requirements
                 Technical
                 correctness
                 Motivational
  Culture        Content
                 Method
                 Goal orientation
                 Experiment value
                 Teacher role
                 Flexibility
                 Value of errors
                 Motivation
                 Learner control
                 User activity
                 Cooperative
                 learning / group
                 work
                 Communication
                 Interface design
                 (characters,
                 metaphors,
                 numbers, colors)
Summary     Summary of fitness
Adaptation                                Adapt
Small involvement or more? As a first step, a strategic decision is
needed – will you only re-use materials or do you see this as a
potential for strategic collaboration. Simple re-use just requires
downloading the resource and adapting some graphics (just like
changing a powerpoint slide design). In some cases, you might find
the materials as a good starting point, but you would add concepts
and enrich / enhance the contents and share it again with the original
author and a community – this can lead to dynamic content
enhancements and – even more important – trusted communities.
Tools: Some materials are simpler to modify (web pages, wiki
pages), some need more effort. The selection of good (and free)
tools to make changes is essential for a good process.
Collaborate: It is always advisable to let the original author and
potential colleagues know about your plans. By this, you can clarify
the authors‘ intentions but also initiate a longer cooperation. People
who share their materials are in most cases more than willing to
discuss and listen to your suggestions.
Adapt and try: Making your adaptations, bringing in new ideas,
discussing improvements with colleagues. This is the main challenge
of this phase. However, you should always try the result before
publishing it again.
Adaptation                       Adapt

Small involvement or
more? As a first step, a
strategic decision is needed
– will you only re-use
materials or do you see this
as a potential for strategic    Strategy check
collaboration. Simple re-       Estimate potentials
use just requires               Check partnerships
downloading the resource        Network development
and adapting some graphics
(just like changing a
powerpoint slide design). In
some cases, you might find
the materials as a good
starting point, but you would
add concepts and enrich /
enhance the contents and
share it again with the
original author and a
community – this can lead to
dynamic content
enhancements and – even
more important – trusted
communities.
Adapt
               Adaptation
Tools: Some materials      Summarize requirements and
                             functions needed
are simpler to modify        Content analysis
(web pages, wiki pages),     Translation / sub-titles
some need more effort.       Learning Design
The selection of good        Packaging / metadata
(and free) tools to make     Assessments
changes is essential for     Graphics
a good process.              Simulations
                             Collaboration
                             …
                           Some starting points
                             http://learn.openscout.net/tools.html
                             W3C:
                             http://www.w3.org/International/
                             (technical aspects of
                             internationalization and localization)
Adaptation: Sample                                   Adapt

         Content                Adaptation need                     Tool
Sample how to apply        Use map from home town        Exchange map
Pythagoras theorem to                                    Use screen capture tool
measure distances
    Learning activity             Adaptation need                  Actions
Spontaneous group work     Use same age / gender group  Build groups beforehands,
to measure distances       Each group gets one mentor   provide strong guidance
    Language aspect               Adaptation need                  Actions
English as main            Translate to Finnish         Use subtitle tool for video
language                                                lectures
                                                        Translate cases (external
                                                        agency)
       UI Aspect                  Adaptation need                  Actions
Background colors not      Change background colors and For ppt: change master slide
appealing                  logo                         For simulations: use
Navigation not intuitive   Change navigation structure  simulation generator
                           from left to top navigation  Restructure navigation in
                                                        coffeecup tool
Adaptation                  Adapt

Collaborate: It is always advisable to let the
original author and potential colleagues know
about your plans. By this, you can clarify the
authors‘ intentions but also initiate a longer
cooperation. People who share their materials
are in most cases more than willing to discuss
and listen to your suggestions.
Adapt and try: Making your adaptations,
bringing in new ideas, discussing improvements
with colleagues. This is the main challenge of
this phase. However, you should always try the
result before publishing it again.
Share and exchange                            Share &
                                                    Exchange
Re-publish your results: If you have made changes,
you should send your results back to the original author.
However, consider whether your work could be
interesting to other people in the community. It will
generate a dynamic process which might give you even
more ideas.
Discuss and share: What were the steps when you
adapted the materials? Share your open educational
practice and your experiences, it will help other
colleagues who later help you with their experiences as
well.
Build your network: It is an illusion that all educators
around the world will cooperate and work together.
However, it is quite important to build a successful
network of colleagues who work in similar areas, who
share your ideas and principles for education and who
you would simply trust. In those networks, you easily get
good recommendations and new ideas.
Share and exchange                                 Share &
                                                                       Exchange


  Collaboration       Person / Organization                  Actions
     activity
Notification        Author XYZ                Notify author of usage intention
Resubmission        LRE and own repository    Resubmit with author‘s permission
Further             Group A: Author XYZ,      Suggest small group for refining the
collaboration and   colleague X, teacher Y    resource
development

Feedback            Students                  Send feedback to group A
                    Group A
Experience          Group A                   Provide improvement suggestions,
sharing                                       provide good / bad cases
Next development Group A                      Suggest improvement changes,
goals                                         develop work plan
Conclusion
Step by step approach guides through the OER
adaptation process
Key issues:
 – Internationalization aspects
 – Cultural aspects
 – Searching in the right places
 – Using the best tools
 – Validating the solution, determining the
   added value
But: Many issues are still context-dependent,
there is no one fits all-solution
Agenda
12.45 – 14.00 Planning and initial adaptation of a course: Finding and Retrieving OER
      Finding the appropriate resource
      Validating its usefulness and potential



14.30 – 15.30 Adapting OER, Re-publishing OER
      Finding appropriate tools: Authoring, translating, …
      Republishing OER in repositories


                                                 15.30 – 16.00 Discussion of experiences
Task

Creating a 2 hour blended learning course
Based on existing materials

See work sheets
Task: Pythagoras theorem
Imagine the following situation: You are developing a new class for pupils in school
in Mathematics. It is your task to prepare the lesson with a very short preparation
time. Additionally, the lesson should be usable for blended learning and distance
learning settings.

The lesson should introduce the Pythagoras theorem – pupils should understand
the concept of right-angled triangles and should be able to apply them for selected
settings.

For the first two lessons, you should prepare
 – A slide set introducing the topic
 – An experimental environment in which students can learn
 – An assessment to check whether the pupils have progressed in the topic.

http://descartes.cnice.mec.es/materiales_didacticos/Pytha_Theorem/index.htm
Feedback
Please provide feedback:
  Do you find OER an appropriate solution
  Can you imagine to use OER with other origins
  than your home country?
  What were the main problems to a) find, b) retrieve,
  c) re-author OER?
  Who would you involve when working with OER
  (colleagues, contractors, learners, …)

Please comment on the workshop:
  Was it useful for your context?
  Were the contents appropriate? Why / why not?
  Was the exercise realistic and useful?
  Would you consider to continue in this topic?
References
Blanchard E., Razaki R. & Frasson C. (2005):
Cross-cultural adaptation of e-Learning contents: a
methodology. Proceedings of World Conference on
E-Learning in Corporate, Government, Healthcare,
and Higher Education, Chesapeake, Virginia.
Edmundson, A. (2007): Globalized E-Learning,
Cultural Challenges. Idea Group, U.S.; 2007.
Richter, T., Pawlowski, J.M. (2007): The Need for
Standardization of Context Metadata for e-Learning
Environments, Proc. of e-ASEM Conference, Seoul,
Korea, Oct. 2007.
Pawlowski, J.M. (2008): Culture Profiles: Facilitating
Global Learning and Knowledge Sharing, ICCE
2008, Taiwan, Nov. 2008. - Draft Version in PDF
Format
Contact us…
Prof. Dr. Jan M. Pawlowski
jan.m.pawlowski@jyu.fi


GLIS on the web…
http://users.jyu.fi/~japawlow

NORDLET                         OpenScout

http://www.nordlet.org/         http://www.openscout.net

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Open Educational Resources for Global Collaboration: Introduction, Guidelines and Case Study

  • 1. Open Educational Resources for Global Collaboration: Introduction, Guidelines and Case Study Prof. Dr. Jan M. Pawlowski Worksheets and further material available from jan.pawlowski@jyu.fi
  • 2. Licensing: Creative Commons You are free: to Share — to copy, distribute and transmit the work to Remix — to adapt the work Under the following conditions: Attribution. You must attribute the work in the manner specified by the author or licensor (but not in any way that suggests that they endorse you or your use of the work). Noncommercial. You may not use this work for commercial purposes. Share Alike. If you alter, transform, or build upon this work, you may distribute the resulting work only under the same or similar license to this one. http://creativecommons.org/licenses/by-nc-sa/3.0/ http://www.slideshare.net/jan.pawlowski
  • 3. The License in plain words… All slides in this set can be used for non- commercial purposes (academic, general) If you like to use my slides, just inform me by sending a mail: jan.pawlowski@jyu.fi If you modify the slides, please send me your version If you use the slide for a commercial course, contact me and we agree how to arrange this
  • 5. …Jyväskylä, Finland… Source: [http://commons.wikimedia.org/, http://www.jyvaskyla.fi/, http://www.laajavuori.com/]
  • 6. University of Jyväskylä Founded in 1934 Nearly 15.000 degree students in seven faculties. Approximately 2.500 Staff members. – About 700 Research Staff Excellence Centre nominated by the Finnish Academy e.g. in Learning and Motivation Research
  • 7. Global Information Systems, University of Jyväskylä (JYU) - The Team Kati Clements Philipp Holtkamp Denis Kozlov Henri Pirkkalainen Jan M. Pawlowski My background Ph.D. Business Information Systems, University of Essen Habilitation ―Quality Management / Integration of Knowledge Management and E-Learning‖ Professor in ―Global Information Systems‖ Chair CEN/ISSS Workshop Learning Technologies ISO/IEC JTC1 SC36 Project Editor
  • 8. JYU: Global Information Systems Focus areas Projects Global Information Systems OpenScout: OER for Supporting globally distributed Management workgroups TELMAP: Technology Open Educational Resources Forecasting Reference Modeling NORDLET: Nordic Baltic Network for Learning, Education and Training E-Learning COSMOS, Open Science Supporting international Resources: Exchange of education settings Scientific Content Cultural adaptation ASPECT: Open Content Standardization & Quality and standards for schools Management iCOPER: New standards for Mobile & Ambient Learning educational technologies Innovative tools and solutions LaProf: Language learning in ICT and agriculture
  • 9. Imagine… Are Open Educational …you need to set up a new Resources a solution for you??? training course …your budget for trainings was cut …you have only 2 days to prepare a new training …you are renewing your organizations strategy …you want to improve working with colleagues abroad … you want to develop the highest quality resources for your students / staff!
  • 10. Workshop Outcomes Exploring the opportunities of Open Education, Repositories, Resources in an international context Ability to search and find resources fitting your needs Identifying adaptation needs and requirements Ability to estimate the adaptation effort Evaluating tools and services
  • 11. Programme Agenda 9.00 – 09.30 Introduction of participants and trainers Please introduce yourself briefly: 1. Your affiliation 2. Your experience with E-Learning and Open Educational Resources 3. What you expect from the workshop 09.30 – 10.30 Open Educational Resources and Repositories: An Introduction Open Educational Resources: What is it? Repositories: Some examples of repositories. Barriers: What holds us away from using OER? Opportunities: How can we benefit from OER? 11.00 – 11.45 Adapting and Internationalizing Open Educational Resources: Background, Practices, Examples What are the processes to adapt OER? What are the key influence factors for adapting OER? Culture Models and their influences From research to practice: How to make OER adaptation and internationalization work… 11.45 – 12.15 Introduction to the exercise: Planning a course based on OER Selecting a topic and key audience: Schools, Higher Education, Vocational Training
  • 12. Agenda 12.45 – 14.00 Planning and initial adaptation of a course: Finding and Retrieving OER Finding the appropriate resource Validating its usefulness and potential 14.30 – 15.30 Adapting OER, Re-publishing OER Finding appropriate tools: Authoring, translating, … Republishing OER in repositories 15.30 – 16.00 Discussion of experiences
  • 13. Introduce yourself… 9.00 – 09.30 Introduction of participants and trainers Please introduce yourself briefly: – Your affiliation – Your experience with E-Learning and Open Educational Resources – What you expect from the workshop?
  • 14. Contents What are OER? Concepts and approaches Barriers of OER use Case Study Results: How does it work in the real life in Finland? Recommdenation Systems in the Future: Building your networks
  • 15. OER: Concepts Definitions: – Technology-enabled, open provision of educational resources for consultation, use and adaptation by a community of users for non-commercial purposes". (UNESCO, 2002) – But: Commercial purposes shall not be excluded →Any digital object which can be freely accessed and used for educational purposes
  • 16. Variety of OER… Resources: – learning objects (specific digital objects created for learning purposes) – multimedia documents, simulations but also simple html web resources. Articles, textbooks and digital equivalents: – articles, papers, books or journals – Open Access Software tools – producing / authoring learning resources, communication and collaboration. – Open Source or Free Software Instructional / didactical designs and experiences – access to instructional designs, didactical plannings – such as lesson plans, case studies or curricula – sharing experiences about materials and lessons between colleagues – Open Educational Practices. Web assets: – simple resources (assets) – pictures, links, or short texts – not usable on their own in a learning context but can be used to support or illustrate a certain topic – found by google or similar search engines.
  • 18. Source: B.D. Solis: http://www.sortingthoughts.de/blog/wp- content/uploads/2008/12/2735401175_fcdcd0da03.jpg Social Networks (Solis)
  • 19. Sample contents Maknaz – http://maknaz.elc.edu.sa/portal/ OpenScout – http://www.openscout.net Mace Project (technology base) – http://www.mace-project.eu ITunes University – http://www.apple.com/education/itunes-u/ OpenLearn (Open University UK) – http://openlearn.open.ac.uk/ Globe Network (Federation) – http://www.globe-info.org/ Ariadne Foundation (Europe) – http://www.ariadne-eu.org/ 19
  • 21. The starting point… Waste amount of content is available in repositories, a large number of experts and users are active in social networks Great potentials for collaboration, sharing and social innovation What are barriers and opportunities?
  • 22. European teachers find resources… by searching using keywords 95 % by browsing by topic / subject / age 84 % by recommendations from colleagues 84 % by recommendations from friends 75 % with good ranking 61 % from an organization with a good reputation 55 %
  • 23. I Trust Resources... if the resource has a full metadata attached to it can be integrated in my Learning Management Systems / my web page from an organization which has a Quality Certificate (e.g., ISO 9000) from an organization with a good reputation (e.g., CERN, Harvard, Nasa) which have received good rankings which have been used very often have been reviewed by colleagues / scientists in the field if I‘ve seen a preview of the resource if the resource is in my own language only if I have reviewed them myself 0 % 10 20 30 40 50 60 70 80 90 100 % % % % % % % % % %
  • 24. So, why doesn‘t it work in Education? - Barriers – ―not invented here‖ + Potentials & needs – Education budget – ―Education is – Focus on new stuff something special!‖ – ―I have no time‖ – Cooperation and synergies – Googling might not be – Skills in the use of ICT enough and tools – Complex tools – Enormous resource – Curriculum integration pools – Insecurities –…
  • 26. The solution? Preparing a new course – finding appropriate Finding resources! materials for re-use Usefulness? Quality? Rights?
  • 27. The solution? Preparing a new course – finding appropriate Finding people! materials for re-use Trustworthiness?
  • 28. Our study What do we need to form a community of practice? What are problems which can occur when using Open Content?
  • 29. Finnish teachers vs. European teachers 36 teachers in Central 44 teachers around Finland Europe (Belgium, Romania, Lithuania, Portugal) Teachers were from the fields of IT, Maths and Science
  • 30. Experiences from our Case Study: Sharing of materials made by others Whose Materials would you use? 100,00 % 80,00 % 60,00 % Finnish Teachers 40,00 % European Teachers 20,00 % 0,00 % Colleagues at Colleagues from Colleagues from Colleagues from the same school the same elsewhere in my outside my geographical country country area Conclusion: Finnish teachers are more willing to use materials made by others than European teachers
  • 31. Sharing: Who would you give your materials to? Who would you give your materials to? 100,00 % 90,00 % 80,00 % 70,00 % 60,00 % Finnish Teachers 50,00 % 40,00 % European Teachers 30,00 % 20,00 % 10,00 % 0,00 % Colleagues Colleagues Colleagues Colleagues None of the at the same from the from from outside above school same elsewhere in my country geographical my country area Conclusion: Finnish teachers are less willing to give materials to others than European teachers
  • 32. But… Overall, the willingness to share materials with other teachers is high How far the teachers sharing materials from each other are – doesn‘t seem to matter! →In our world in 2010: Physical distance to a colleague does not affect trust???
  • 33. What sort of portal functionalities would help you to use web materials more often? Use cases Level status Reliability Adaptability Easy to use Visual appearance Translation User rating (stars) Reviews/Evaluation Keyword index Efficient search tool 0% 10 % 20 % 30 % 40 % 50 % 60 % 70 % 80 % 90 % 100 % European teachers Finnish teachers
  • 34. Collaboration network construction Efficient network organization is the key to success First degree trusted network Tools are needed to Topic / Context facilitate the A process Open Issues: – Factors? Topic / Context B – Organization? – The right network? Second degree trusted network
  • 35. Building collaboration networks Building networks of colleagues – By topic – By trust – By proximity Manually…or automatically… Using collaboration networks – Social networks – International communities Collaboration competency as the key success factor for future teaching!
  • 36. Predictions Strong worldwide networks will be built (e.g. GLOBE Initiative) Trusted communities should be established, e.g., initiatives between partner countries with similar or mutually beneficial backgrounds (KSA – Finland?) No one fits all (facebook-alike) community but sub networks Starting point: The large social business & leisure networks as well as special interest sites
  • 37. Predictions Organized by location, interest and trust- levels No more than 3 networks Connections to various open content sources Integration of tools & support
  • 38. Challenges Internationalization strategies and tools in global, in particular north-south cooperations Business models: Add-on services and commercialization strategies Trust awareness and specification mechanisms Getting started…
  • 39. European Initiatives: NORDLET A Nordic Baltic cooperation for Open Education Working in a region with great potentials for open education – Tradition of education as part of the society – Flexible and rapid educational changes Can we work cooperatively towards open education?
  • 40. European Initiatives: NORDLET Content space: Access to Baltic Nordic resources Starting point for collaboration Discussion and debate: Focus topics Regional events Clustering conference Links to social networks: facebook, …
  • 42. European Initiatives: OpenScout Continuous learning in management … Development of management skills essential Growing need for learning materials – Diverse topics, up-to-date, high-quality, inexpensive – Easy to access, skill-specific, adaptable, re-usable Open educational management content available, but many usage barriers … utilizing openly accessible learning materials Easy-to-use web services to access open content Support all phases of using open learning materials Validate Re-use / Validate Search re- Re-publish adapt solution usability 42
  • 43. OpenScout Consortium authoring, adaptati on content federation industrial learning skill & competence technology, content services connectors user community reference scenarios, evaluation 43
  • 44. Open Scout Architecture ….. iGoogle Tool library Service library Toolkit Competence collection Tool Basic browsing Social recommendat Search and search Networks USER COMMUNITY (Early adopters) ions Connector (Enterprise Service Bus, ESB) Social Re- USER COMMUNITY (Large scale) Networking FM publish Metadata about users, usage and tools ….. CLIX User Social Usage tool profiles Metadata Metadata profiles LCMS OpenScout repository Repositories federation Harvested Harvest LOM Open Learn Slides ….. OpenScout tar Domain Enriched portal classification LOM (AP) OpenSc Open ….. out ER website Competence Content metadata Enrichment Almost At least 1 evaluation Started…In Planned, not done done progress implemented 44
  • 45. Key aspects Largest European access point for management, business and related areas Competence –based learning – Fitting your curriculum Tools and services – Which tool for which process Community of trusted colleagues
  • 46. Open Scout Prototype Widget-based user-interface which enable users to access the provided services in a user-friendly and convenient way, e.g. searching and retrieving of related learning objects. 46
  • 47. Consider networks… Work on shared teaching and development Use, add, discuss contents Find people and materials Develop the idea of open education
  • 48. Adapting and Internationalizing OER: Background, Practices, Applications, and Case Study Prof. Dr. Jan M. Pawlowski
  • 49. Sample Task Design a blended learning course on water management for teachers Small budget available, high quality needed Key decision: make or buy – Or collaborate!
  • 50. The adaptation process Share & Search Adapt Exchange Key issues – How to internationalize materials? – What is the effort? – Which materials are promising and useful?
  • 52. Process example • OER process model refined for internationalization purposes • Possible flow of actions resulting to content adaptation and delivery
  • 53. Relationship of the factors Mapping the contextual factors to the adaptation criteria is crucial
  • 54. How does this work in practice? Step by step approach – Search – Adapt – Share and Exchange What are the key decisions? What are state of the art solutions for those steps? Which issues are open and need further investigation?
  • 55. Search Search Choose the starting point for your search – in this step, find a good starting repository for your search. We recommend to either use a specific repository for a certain topic (e.g. OpenScout for Management, LRE for school contents) or a federated repository which searches more than one source. Check whether there are multi-lingual features (search, vocabulary, …). Clearly state your requirements and needs: What are the main characteristics of your content besides the topic area – which is the age group, context (school, Higher Education, SME training, etc), instructional context. All these aspects can usually be specified in the search engines and make it more likely to find good results Check the quality of a resource: Has the resource been reviewed by colleagues? Has it been certified or has it achieved good ranking from previous re-users? Check the internationalization requirements: Are there national / regional concepts in the content? Does the curriculum fit? Is the resource appealing? Ask colleagues and networks: It is promising also to ask experienced colleagues or search forums by fellow teachers as an example. In most cases, you easily find a colleague sharing good ideas and hints. Familiarize yourself with some basic licenses: Most OER use a creative commons license which aims at providing a simple transparent scheme. In most cases, re- use is allowed when informing the author in non-commercial settings. However, the Creative Commons website for OER helps to clarify what your legal situation is and also provides a tool to build licenses for your needs. http://wiki.creativecommons.org/Creative_Commons_and_Open_Educational_Res ources or http://creativecommons.org/choose/?lang=en_GB Search and try: Most repositories provide direct access to resources, so it might be useful just to try out a few resources and see how it fits your context. Summarize the characteristics and estimate the adaptation effort Make your decision: You cannot use all resources but soon you will find resources and colleagues which are fitting your context.
  • 56. Search Search Choose the starting point for your search – in this step, find a good starting repository for your search. We recommend to either Consider global repositories: use a specific repository for http://globe-info.org a certain topic (e.g. Consider domain / sectors specific OpenScout for repositories: Management, LRE for http://lreforschools.eun.org/ school contents) or a http://learn.openscout.net federated repository which Browse those and validate their searches more than one resources (see chapter on quality) source. Can you search for your native language, can you search Check whether there are automatically for translated multi-lingual features metadata? Can you get translated (search, vocabulary, …). results? Check if there are communities where you can seek support and collaboration.
  • 57. Search Search Clearly state your requirements and needs: What are the main Sample requirements attributes characteristics of your content besides the topic area – which Domain is the age group, context Sector / level (school, Higher Education, Age group SME training, etc), instructional Type of resource (ppt, context. All these aspects can simulation, pictures, usually be specified in the assessment, …) search engines and make it more likely to find good results Learning outcomes / curriculum Didactic approach Topic Rights Author / institution Quality (certification) Cultural attributes!
  • 58. Search: Culture Profiles Search Culture Profile Instance (Nation / Region) IMS LIP E-Portfolio •Identification Culture Profile Instance •Organizations •Goals Instantiation (Group) •Identification •Qualifications •Resources •Activities Culture Profile •Products •… Instance (Actor) •… •… Culture Profile •Experience 1: Study Specification Netherlands Contains •General •Experience 2: Project Characteristic •Reference Korea •Educational •Native Culture: Germany •Culture •… •Communication •… Contains Product Presentation Defined Culture Competencies RCDEO •Competency description •Evidence •… See also: Pawlowski, 2008
  • 59. Search Search Check the quality of a resource: Has the resource been reviewed Organizational Quality by colleagues? Has it certifications been certified or has it – ISO 9000, ISO/IEC achieved good ranking 19796-x from previous re-users? – Accreditation Individual recommendations Rankings / ratings / recommendations – Do you get rankings from similar users? – Trust?
  • 60. Search Search Source: http://www.openscienceresources.eu/
  • 61. Search Search Check the internationalization Content analysis requirements: Specific concepts and practices Are there national / regional and their cultural specific concepts in the content? meanings (laws, business logic, behavior, norms, music, Does the curriculum fit? traditions, ….) Is the resource appealing? Language, language What are the differences conventions, politeness, … between originating and target Knowledge in context (what is culture? common knowledge, what is How can culture models be made explicit?) applied to the resource? Curriculum fit Learning outcomes and didactics Group work Teacher roles Localization – Dates, formats, numbers, units User interface – pictures, navigation, shapes, numbers, colors, …
  • 62. 14 Dimensions of Henderson (in the field of education / learning) Epistemology: Objectivism – Constructivism Pedagogical Philosophy: Instructivist – Constructivist Underlying Psychology: Behavioral – Cognitive Goal Orientation: Sharply-focused – Unfocused Experiential Value: Abstract – Concrete Teacher Role: Didactic – Facilitative Program Flexibility: Teacher-Proof – Easily Modifiable Value of Errors: Errorless Learning – Learning from experience Motivation: Extrinsic – Intrinsic Accommodation of Individual Differences: Non-Existent – Multi- Faceted Learner Control: Non-Existent – Unrestricted User Activity: Mathemagenic – Generative Cooperative Learning: Unsupported – Integral Cultural Sensitivity: Non-Existent – Integral See also: Edmundson (2007)
  • 63. Epistemology Objectivism Constructivism Knowledge is Knowledge is •comprehensive •Individually constructed •structured •with multiple perspectives •accurate •‗measured‘ by the ability to create •measured by tests learning strategies Course allows participants to learn The implication is that, once learners about X learning units, but then they have learned about X learning units, are required to cite examples of how they have mastered the topic. they could adapt the knowledge to accommodate each style.
  • 64. Pedagogical Philosophy Instructivist Constructivist •encourage meta cognitive learning strategies •stress goals and objectives •based on previous concepts or •are founded in behavioral psychology schema Courses have clearly identified and In the course participants are asked to measurable learning objectives, so relate the learned material to participants know exactly when they examples they have seen in their work have ‗learned‘ the desired material or lives
  • 65. Underlying Psychology Behavioral Cognitive •learners are allowed to build •only ‗correct‘ responses accepted knowledge based on previous experience Learners are expected to complete Learners are allowed to integrate their tasks exactly as ordered experiences into learning
  • 66. Goal Orientation Sharply-focused Unfocused •No pre-set goals •clearly defined, pre-set goals •Self set goals One activity in the course has participants reflecting on what they If the learner knows the material, they learned and how they learned it, then have successfully achieved the goals analyzing their own learning style based on what they discovered.
  • 67. Experiential Value Abstract Concrete •Abstract •indicating relevance to the learner‘s •indicating ‗removed from reality‘ world •―ignores‖ specific influence factors of •takes all influence factors into the real world account Learners are not expected to relate Learners are encouraged to apply content to their past or potential ‗knowledge‘ to their activities at work experiences. Focus on models
  • 68. Teacher Role Didactic Facilitative •Teacher facilitates learning without •Teacher presents the knowledge controlling outcomes •Focuses on lectures •Focuses on group works and assignments When students have questions or The instructor of the course is the concerns that they could, with some expert and all questions or concerns help, resolve or discover answers on can be resolved by this expert their own, the instructor helps them learn to find the solution themselves.
  • 69. Program Flexibility Teacher-Proof Easily Modifiable •Course and learning activities are •Teacher accepts suggestions and fixed errors •No Changes are possible •Program can be changed if necessary The instructor contributes knowledge; The instructor recognizes his/her faulty it is up to the student to learn it. The instructional activity and modifies it to teaching techniques would not be the suit the learners cause of faulty learning.
  • 70. Value of Errors Errorless Learning Learning from experiences •Errors are a part of the learning •Errors are not tolerated in any way process •Students learn until either they •Errors will be analyzed to learn from generate no errors them If students make a mistake, they are Once students can consistently and offered another opportunity to learn by errorless define and describe the recognizing their error and then content, they have ‗learned‘. correcting it
  • 71. Motivation Extrinsic Intrinsic •Motivation originates from factors •Motivation originates from within separate from the learner •―a true desire to learn‖ •―the need to get the best grade‖ Students are genuinely interested in Students are memorizing facts and learning new knowledge or skills and definitions to pass the course. applying them to real life situations
  • 72. Accommodation of Individual Differences Non-Existent Multi-Faceted •knowledge and learning presented in •Differences of individual learning style a variety of ways and strategies are not considered •learners can utilize what most suits their preferences Students can read text, watch online Only text reading and drill-and-practice videos or analyze case studies in are offered as course activities order to learn.
  • 73. Learner Control Non-Existent Unrestricted •learn by discovery, which means the •The learner must learn along a learner has unrestricted control of the predetermined path path •Learning activities and their order is •The learner can control what to do fixed when The learners are sequentially The learners can chose the learning mastering the content and will know activities that appeal to them when their learning is complete
  • 74. User Activity Mathemagenic Generative •Learners have the opportunity to Learners are engaged in the process access the same content, but in of creating learning material different ways Learners are allowed to expand upon Learners access pre-set learning other uses of knowledge and are material. asked to research an example
  • 75. Cooperative Learning Unsupported Integral •Learning is encourage through •Learners work independently of cooperative activities among learners others •Group work •Individual work Each learner protects his or her The instructor provides activities which knowledge, as success is determined allow learners to exchange ideas and by mastering the topic to the experiences, thus augmenting the instructor‘s satisfaction information and skills learned
  • 76. Cultural Sensitivity Non-Existent Integral •The cultural differences are •The cultural differences are an completely ignored (even if integral part of the course and learning unintentionally) The instructor or designer of the The instructor assumes that all course attempts to keep images and learners will learn equally by the way examples free from stereo- types and he/she teaches and by the activities uses internationally recognized presented. symbols.
  • 77. Context Metadata (Pawlowski, Richter, 2007) Internet Culture Demographical security development Learner Religion satisfaction Geography & Technical education infrastructure infrastructure Information & Companies Knowledge Rights Rules, standards and Systems History agreements Human actors Politics Financial State of aspects Media richness development
  • 78. Search Search Ask colleagues and networks: It is promising also to ask experienced colleagues or search Search for relevant forums by fellow colleagues teachers as an Who do you trust in example. In most the field? cases, you easily find Identify communities, a colleague sharing linkedin, facebook, good ideas and hints. xing etc Create your networks for education sharing
  • 79. Search: Search Collaboration network construction Efficient network organization is the key to success First degree trusted network Tools are needed to Topic / Context facilitate the A process Open Issues: – Factors? Topic / Context B – Organization? – The right network? Second degree trusted network
  • 80. Search Search Usefulness: Parameters Content People Topic Proximity Context – Geographical Type Didactical setting + – Cultural – Personal Quality… Trustworthiness – Experiences – Recommendations –…
  • 81. Search Search Familiarize yourself with some basic licenses: Most OER use a creative commons license which aims at providing a simple Some CC licensing attributes transparent scheme. In most Use or modifications? cases, re-use is allowed Commercial or non-commercial when informing the author in non-commercial settings. Collaboration or acquisition ? However, the Creative National or international? Commons website for OER Further publication or private helps to clarify what your use? legal situation is and also provides a tool to build licenses for your needs.
  • 82. Search Search Search and try: Most repositories provide direct access to resources, so it might be useful just to try out a few resources and see how it fits your context. Summarize the characteristics and estimate the adaptation effort – Comparison of requirements and characteristics – Adaptation options – Tools options – Time, efforts, cost… Internationalization aspects – Cultural / business logic changes – Content change – Language aspects – Curricular / didactical changes – User interface changes
  • 83. Search Search Make your decision: You cannot use all resources but soon you will find resources and colleagues which are fitting your context.
  • 84. Attribute Description   0   Comment Language English X Parts need to be translated Topic Pythagoras theorem Age group 12-16 X Fit exactly Method Interactive simulation, X Needs to be explained in detail for assisted by teacher distance learning pupils Quality Description Standards Curriculum fit Quality of contents Interactivity Media use Appropriateness of methods Technical requirements Technical correctness Motivational Culture Content Method Goal orientation Experiment value Teacher role Flexibility Value of errors Motivation Learner control User activity Cooperative learning / group work Communication Interface design (characters, metaphors, numbers, colors) Summary Summary of fitness
  • 85. Adaptation Adapt Small involvement or more? As a first step, a strategic decision is needed – will you only re-use materials or do you see this as a potential for strategic collaboration. Simple re-use just requires downloading the resource and adapting some graphics (just like changing a powerpoint slide design). In some cases, you might find the materials as a good starting point, but you would add concepts and enrich / enhance the contents and share it again with the original author and a community – this can lead to dynamic content enhancements and – even more important – trusted communities. Tools: Some materials are simpler to modify (web pages, wiki pages), some need more effort. The selection of good (and free) tools to make changes is essential for a good process. Collaborate: It is always advisable to let the original author and potential colleagues know about your plans. By this, you can clarify the authors‘ intentions but also initiate a longer cooperation. People who share their materials are in most cases more than willing to discuss and listen to your suggestions. Adapt and try: Making your adaptations, bringing in new ideas, discussing improvements with colleagues. This is the main challenge of this phase. However, you should always try the result before publishing it again.
  • 86. Adaptation Adapt Small involvement or more? As a first step, a strategic decision is needed – will you only re-use materials or do you see this as a potential for strategic Strategy check collaboration. Simple re- Estimate potentials use just requires Check partnerships downloading the resource Network development and adapting some graphics (just like changing a powerpoint slide design). In some cases, you might find the materials as a good starting point, but you would add concepts and enrich / enhance the contents and share it again with the original author and a community – this can lead to dynamic content enhancements and – even more important – trusted communities.
  • 87. Adapt Adaptation Tools: Some materials Summarize requirements and functions needed are simpler to modify Content analysis (web pages, wiki pages), Translation / sub-titles some need more effort. Learning Design The selection of good Packaging / metadata (and free) tools to make Assessments changes is essential for Graphics a good process. Simulations Collaboration … Some starting points http://learn.openscout.net/tools.html W3C: http://www.w3.org/International/ (technical aspects of internationalization and localization)
  • 88. Adaptation: Sample Adapt Content Adaptation need Tool Sample how to apply Use map from home town Exchange map Pythagoras theorem to Use screen capture tool measure distances Learning activity Adaptation need Actions Spontaneous group work Use same age / gender group Build groups beforehands, to measure distances Each group gets one mentor provide strong guidance Language aspect Adaptation need Actions English as main Translate to Finnish Use subtitle tool for video language lectures Translate cases (external agency) UI Aspect Adaptation need Actions Background colors not Change background colors and For ppt: change master slide appealing logo For simulations: use Navigation not intuitive Change navigation structure simulation generator from left to top navigation Restructure navigation in coffeecup tool
  • 89. Adaptation Adapt Collaborate: It is always advisable to let the original author and potential colleagues know about your plans. By this, you can clarify the authors‘ intentions but also initiate a longer cooperation. People who share their materials are in most cases more than willing to discuss and listen to your suggestions. Adapt and try: Making your adaptations, bringing in new ideas, discussing improvements with colleagues. This is the main challenge of this phase. However, you should always try the result before publishing it again.
  • 90. Share and exchange Share & Exchange Re-publish your results: If you have made changes, you should send your results back to the original author. However, consider whether your work could be interesting to other people in the community. It will generate a dynamic process which might give you even more ideas. Discuss and share: What were the steps when you adapted the materials? Share your open educational practice and your experiences, it will help other colleagues who later help you with their experiences as well. Build your network: It is an illusion that all educators around the world will cooperate and work together. However, it is quite important to build a successful network of colleagues who work in similar areas, who share your ideas and principles for education and who you would simply trust. In those networks, you easily get good recommendations and new ideas.
  • 91. Share and exchange Share & Exchange Collaboration Person / Organization Actions activity Notification Author XYZ Notify author of usage intention Resubmission LRE and own repository Resubmit with author‘s permission Further Group A: Author XYZ, Suggest small group for refining the collaboration and colleague X, teacher Y resource development Feedback Students Send feedback to group A Group A Experience Group A Provide improvement suggestions, sharing provide good / bad cases Next development Group A Suggest improvement changes, goals develop work plan
  • 92. Conclusion Step by step approach guides through the OER adaptation process Key issues: – Internationalization aspects – Cultural aspects – Searching in the right places – Using the best tools – Validating the solution, determining the added value But: Many issues are still context-dependent, there is no one fits all-solution
  • 93. Agenda 12.45 – 14.00 Planning and initial adaptation of a course: Finding and Retrieving OER Finding the appropriate resource Validating its usefulness and potential 14.30 – 15.30 Adapting OER, Re-publishing OER Finding appropriate tools: Authoring, translating, … Republishing OER in repositories 15.30 – 16.00 Discussion of experiences
  • 94. Task Creating a 2 hour blended learning course Based on existing materials See work sheets
  • 95. Task: Pythagoras theorem Imagine the following situation: You are developing a new class for pupils in school in Mathematics. It is your task to prepare the lesson with a very short preparation time. Additionally, the lesson should be usable for blended learning and distance learning settings. The lesson should introduce the Pythagoras theorem – pupils should understand the concept of right-angled triangles and should be able to apply them for selected settings. For the first two lessons, you should prepare – A slide set introducing the topic – An experimental environment in which students can learn – An assessment to check whether the pupils have progressed in the topic. http://descartes.cnice.mec.es/materiales_didacticos/Pytha_Theorem/index.htm
  • 96. Feedback Please provide feedback: Do you find OER an appropriate solution Can you imagine to use OER with other origins than your home country? What were the main problems to a) find, b) retrieve, c) re-author OER? Who would you involve when working with OER (colleagues, contractors, learners, …) Please comment on the workshop: Was it useful for your context? Were the contents appropriate? Why / why not? Was the exercise realistic and useful? Would you consider to continue in this topic?
  • 97. References Blanchard E., Razaki R. & Frasson C. (2005): Cross-cultural adaptation of e-Learning contents: a methodology. Proceedings of World Conference on E-Learning in Corporate, Government, Healthcare, and Higher Education, Chesapeake, Virginia. Edmundson, A. (2007): Globalized E-Learning, Cultural Challenges. Idea Group, U.S.; 2007. Richter, T., Pawlowski, J.M. (2007): The Need for Standardization of Context Metadata for e-Learning Environments, Proc. of e-ASEM Conference, Seoul, Korea, Oct. 2007. Pawlowski, J.M. (2008): Culture Profiles: Facilitating Global Learning and Knowledge Sharing, ICCE 2008, Taiwan, Nov. 2008. - Draft Version in PDF Format
  • 98. Contact us… Prof. Dr. Jan M. Pawlowski jan.m.pawlowski@jyu.fi GLIS on the web… http://users.jyu.fi/~japawlow NORDLET OpenScout http://www.nordlet.org/ http://www.openscout.net

Notas do Editor

  1. Next stepsFor the needs of EC TEL presentationGUI adaptation to a more portal-like presentation wayRegister and log in page and respective services integration in direct connection to FIT serverActual social metadata services integration by direct connection to FIT serverFor the future development strategyIn contact with technical partners Definition of the architectural strategy for the combination of the several servicesDefinition and description of expected services and specification of combined data expected from middleware (connector).