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The HEFCE/Academy/JISC Open Educational
Resources programme: opening access to
educational resources for use and reuse via
JorumOpen: OOER MEDEV!
Suzanne Hardy
Senior Advisor (Information)
July 2009
UHMLG Summer Conference, UEA, Norwich



              www.medev.ac.uk
Contents

• The HEFCE/JISC/HEA Open Educational Resources
  Programme
• OOER and PHORUS – MEDEV and HSaP projects




                 www.medev.ac.uk
The HEFCE/JISC/HEA OER programme
(14/08) - Background

• Higher Education Funding Council for England
  (HEFCE) announced an initial £5.7 million of funding
  for pilot projects that will open up existing
   high-quality education resources from UK higher
  education institutions to the world
• Higher Education Academy and JISC will work in
  partnership to deliver 12-month pilot projects -
  formally launched in April 2009




                    www.medev.ac.uk
The HEFCE/JISC/HEA OER programme
(14/08)

• Aims to make a wide range of learning resources created
  by academics freely available, easily discovered and
  routinely re-used by both educators and learners.
• Expected that funded projects demonstrate long term
  commitment to release of OER resources. Projects
  working towards sustainability of long term open
  resources release via the adoption of appropriate
  business models to support this
• Recommendations may include modifications to
  institutional policies and processes, with the aim of making
  open resources release an expected part of the
  educational resources creation cycle


                       www.medev.ac.uk
The HEFCE/JISC/HEA OER programme
(14/08)

• OER could include full courses, course materials,
  complete modules, notes, videos, assessments,
  tests, simulations, worked examples, software, and
  any other tools or materials or techniques used to
  support access to knowledge. These resources will
  be released under an intellectual property license that
  permits open use and adaptation




                     www.medev.ac.uk
The HEFCE/JISC/HEA OER programme
(14/08)

• Pilot projects to release existing learning resources
  under a suitable license for open use and
  repurposing under 3 strands of activity:
   1. Institutional
   2. Individual
   3. Subject




                      www.medev.ac.uk
The HEFCE/JISC/HEA OER programme
(14/08)

• Not about creating new content
• Exposing existing content to wider audiences
• Exploring the drivers, challenges and barriers and
  making recommendations
• Projects mandated to deposit into JorumOpen
• Evaluation of pilot programme, including synthesis of
  project outcomes, to be carried out by Glasgow
  Caledonian University



                    www.medev.ac.uk
JorumOpen

• JorumOpen (yet to be launched) - for content whose
  creators and owners who are willing and are able to
  share their content on a worldwide basis under the
  terms of a Creative Commons (CC) licence
• www.jorum.ac.uk
• Limited metadata requirements (yet to be issued)
• Use #ukoer as tag in web2.0 e.g. blogs, Twitter and
  del.icio.us




                    www.medev.ac.uk
Successful projects:
1. Institutional

1. Coventry University: Open Content Employability
   Project
2. Exeter University: Open Exeter
3. Leeds Metropolitan University: Unicycle
4. Leicester University: OTTER
5. Nottingham University: BERLIN
6. Oxford University: Open Spires
7. Staffordshire University: OpenStaffs



                    www.medev.ac.uk
Successful projects:
2. Individual
1.  University of York: Open Source Electronics Learning Tools (Java
    BreadBoard)
2. University of Westminster: www.multimediatrainingvideos.com
3. Oxford Brookes University: Food Safety Education Pilot OER
4. University College Falmouth: openUCF
5. Anglia Ruskin University: NumBat (Numeracy Bank)
6. University College London: Open Learning Environment Early
    Modern Low Countries History
7. University of Central Lancashire: EVOLUTION: Educational and
    Vocational Objects for
8. Learning Using Technology In Open Networks
9. University of Lincoln: Chemistry.FM
10. Bradford University: Open Educational Resources Project (OERP)



                         www.medev.ac.uk
Successful projects:
3. Subject

1. LLAS (Southampton), ENG (Royal Holloway), PRS (Leeds),
   HCA (Warwick): The HumBox Project
2. ICS (Ulster): Open Educational Repository in Support of
   Computer Science
3. Engineering (Loughborough): Open Educational Resources
   Pilot
4. UKCME (Liverpool): CORE-Materials: Collaborative Open
   Resource Environment – for Materials
5. Economics (Bristol): TRUE - Teaching Resources for
   Undergraduate Economics
6. Physical Sciences (Hull/Liverpool): Skills for Scientists



                       www.medev.ac.uk
Successful projects:
3. Subject

1. GEES (Plymouth): C-change in GEES: Open licensing of
   climate change and sustainability resources in the Geography,
   Earth and Environmental Sciences
2. ADM (Brighton): Open Educational Resources in Art, Design
   and MediaMSOR (Nottingham Trent): FETLAR (Finding
   electronic teaching learning and assessment resources)
3. Bioscience (Leeds): An Interactive Laboratory and Fieldwork
   Manual for the Biosciences’
4. UKCLE (Warwick): Simulation Learning Resources




                        www.medev.ac.uk
Successful projects:
3. Subject

•   HSaP (KCL): Public Health Open Resources in the University
    Sector (PHORUS)
•   C-SAP (University of Birmingham): Evaluating the practice of
    collective endeavour in opening up key resources for learning
    and teaching in the social sciences
•   MEDEV (Newcastle): Organising Open Educational Resources
    (OOER)




                        www.medev.ac.uk
OOER

• Organising Open Educational Resources
• Bid can be downloaded from www.medev.ac.uk/oer
• Focusses on issues relating to consent, securing ER from
  staff delivering programmes who are non-HEI employed,
  and complements other projects in the programme
• Results of mapping and readiness categorisation together
  with development of simple toolkits (to help HEIs, Subjects
  and Individuals) will inform identification of ER to be
  included
• Uploading OER will test toolkits



                      www.medev.ac.uk
OOER

• 12 workpackages
  1. Project Management led by MEDEV
  2. Literature and existing project review to document IPR/CC
     resulting in toolkit. Led by SGUL
  3. Patient consent considering Data Protection, and privacy
     issues. Led by University of Bristol
  4. Mapping and readiness categorisation: identify and
     categorise potential resources. Categorisation toolkit. Led
     by Newcastle University
  5. Institutional policy development. HR practice related to
     IPR. Policy Toolkit. Led by Keele University


                      www.medev.ac.uk
OOER

• 12 workpackages
  1. How does OER affect existing collaborations and
     international (incl. developing world) markets?
     Collaboration toolkit to brief senior managers. Led by
     Queen’s University Belfast
  2. Establish pedagogy map, quality monitoring/peer
     evaluation and ‘best before’ procedures. QA toolkit. Led by
     University of Oxford
  3. Upload (‘360 credits’?) resources. Document processes
     necessary to make ER ‘open’. Led by University of
     Southampton



                      www.medev.ac.uk
OOER

• 12 workpackages
  1. Evaluate ‘resource discovery’ by staff and students.
     Investigate downstream rights for re-use. Resource
     discovery and re-use toolkit. Led by Intute: Health & Life
     Sciences and University of Warwick
  2. Host workshops, dissemination events to raise awareness
     of inform and obtain feedback on toolkits to refine them
     and encourage uptake of OER. Led by MEDEV
  3. Evalutate project, disseminate and publish. Led by Imperial
     College
  4. Exit strategy and sustainability. Led by University of
     Liverpool


                      www.medev.ac.uk
Readiness categorisation pyramid (in development)
             www.medev.ac.uk
OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like?

                                                 Star
                                                  t

                                          Identify ontent type




                                                                 Y             Y    Refer to
                                              Image/vid              Patient         WP3
                                              eo/audio?              data?          workflow


                                                    N                    N


                                      N
                                                Text?



                                                    Y

                                                Is the
         Refer to         Refer to    N          IPR
          WP6              WP5                  status
         workflow         workflow              clear?

                                                    Y


                                              Refer to
                                               WP2
                                              workflow




                                            Collect basic
                                           metadata about
                                              resource
OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like?



                                         Collect basic
                                        metadata about
                                           resource



                                          Map against
                                        readiness scale




                                             Is it a
                                                           N   Refer to
                                            quality
                                                                WP7
                                           resource
                                                               workflow
                                               ?


                                            Y


                                           Refer to
                                            WP4
                                           workflow




                                             Is the                Make any
                                           resource        N        technical
                                           ready to               adjustments
                                            upload?                necessary

                                             Y

                                        Choose APIs and
                                         add appropriate
                                            metadata
OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like?




                                         Choose APIs and
                                          add appropriate
                                             metadata




                                             Refer to
                                              WP9
                                             workflow




                                          Upload resource




                                             Refer to
                                              WP8
                                             workflow




                                             Syndicate
                                             metadata

                                               End
PHORUS

• Public Health Open Resources in the University
  Sector
• Health Sciences and Practice Subject Centre (KCL)
• Contacts: Dr Margaret Sills, Dr Marion Helme




                   www.medev.ac.uk
PHORUS

• Aims to:
   1. Critically assess the enablers and barriers to releasing
      learning resources in public health for open access to
      develop a conceptual framework to inform OER
      implementation
   2. Identify and work towards openly releasing public helth
      resources




                        www.medev.ac.uk
PHORUS

• Objectives:
   a) Explore and develop business models or approaches
      applicable to enabling the release of resources
   b) Strengthen the community of practice to encourage
      contributions from the Universities Public Health Network
   c) Identify and assess enablers and barriers
   d) Promote the culture of sharing across various health
      related disciplines
   e) Use the concept of OER as a vehicle to encourage
      teachers to reflect on and develop educational processes
      through sharing experiences


                       www.medev.ac.uk
PHORUS

• Resources will be mapped against the recent Public
  Health framework of four core and five defined areas
  of knowledge and competence that relate to nine
  levels of practice.
• Includes a review process and underpinning research
  to establish the influences that enable organisations
  to release open resources.




                    www.medev.ac.uk
PHORUS

• Partners:
  Universities Public Health Network co-ordinated by
  Bournemouth University and including: Anglia Ruskin,
  Bedfordshire, Brunel, Canterbury Christ Church,
  Cardiff, Central Lancashire, London South Bank,
  Manchester Metropolitan, Open University, Robert
  Gordon, Staffordhsire, St Andrews and Ulster




                    www.medev.ac.uk
Getting involved


•   Finance in PHORUS and OOER is fairly well committed
     –   delivery and testing the toolkits
     –   uploading 360˚ credits
     –   testing ‘discoverability’
     –   evaluation and dissemination
•   Projects may be able to accept ‘non-funded’ partners, most of which
    could occur on-line or via Skype:
     – access to the project website and project documentation
     – identifying resources used in teaching where you are that might be able to be
       shared
     – contribute to the development of the ‘toolkits’
     – testing the use of ‘toolkits’ etc.
     – advising on the use of metadata to help with resource discovery
     – sharing knowledge and expertise
•   Partnering any future proposals/projects in this area
Further information

• www.hefce.ac.uk/news/hefce/2008/os.htm
• www.jisc.ac.uk/news/stories/2008/10/openaccess.aspx

• www.heacademy.ac.uk/ourwork/learning/opencontent
• www.medev.ac.uk/oer
• www.health.heacademy.ac.uk/




                   www.medev.ac.uk
Call: 0191 246 4550
Email: suzanne@medev.ac.uk




      www.medev.ac.uk

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MEDEV UHMLG 2009

  • 1. The HEFCE/Academy/JISC Open Educational Resources programme: opening access to educational resources for use and reuse via JorumOpen: OOER MEDEV! Suzanne Hardy Senior Advisor (Information) July 2009 UHMLG Summer Conference, UEA, Norwich www.medev.ac.uk
  • 2. Contents • The HEFCE/JISC/HEA Open Educational Resources Programme • OOER and PHORUS – MEDEV and HSaP projects www.medev.ac.uk
  • 3. The HEFCE/JISC/HEA OER programme (14/08) - Background • Higher Education Funding Council for England (HEFCE) announced an initial £5.7 million of funding for pilot projects that will open up existing high-quality education resources from UK higher education institutions to the world • Higher Education Academy and JISC will work in partnership to deliver 12-month pilot projects - formally launched in April 2009 www.medev.ac.uk
  • 4. The HEFCE/JISC/HEA OER programme (14/08) • Aims to make a wide range of learning resources created by academics freely available, easily discovered and routinely re-used by both educators and learners. • Expected that funded projects demonstrate long term commitment to release of OER resources. Projects working towards sustainability of long term open resources release via the adoption of appropriate business models to support this • Recommendations may include modifications to institutional policies and processes, with the aim of making open resources release an expected part of the educational resources creation cycle www.medev.ac.uk
  • 5. The HEFCE/JISC/HEA OER programme (14/08) • OER could include full courses, course materials, complete modules, notes, videos, assessments, tests, simulations, worked examples, software, and any other tools or materials or techniques used to support access to knowledge. These resources will be released under an intellectual property license that permits open use and adaptation www.medev.ac.uk
  • 6. The HEFCE/JISC/HEA OER programme (14/08) • Pilot projects to release existing learning resources under a suitable license for open use and repurposing under 3 strands of activity: 1. Institutional 2. Individual 3. Subject www.medev.ac.uk
  • 7. The HEFCE/JISC/HEA OER programme (14/08) • Not about creating new content • Exposing existing content to wider audiences • Exploring the drivers, challenges and barriers and making recommendations • Projects mandated to deposit into JorumOpen • Evaluation of pilot programme, including synthesis of project outcomes, to be carried out by Glasgow Caledonian University www.medev.ac.uk
  • 8. JorumOpen • JorumOpen (yet to be launched) - for content whose creators and owners who are willing and are able to share their content on a worldwide basis under the terms of a Creative Commons (CC) licence • www.jorum.ac.uk • Limited metadata requirements (yet to be issued) • Use #ukoer as tag in web2.0 e.g. blogs, Twitter and del.icio.us www.medev.ac.uk
  • 9. Successful projects: 1. Institutional 1. Coventry University: Open Content Employability Project 2. Exeter University: Open Exeter 3. Leeds Metropolitan University: Unicycle 4. Leicester University: OTTER 5. Nottingham University: BERLIN 6. Oxford University: Open Spires 7. Staffordshire University: OpenStaffs www.medev.ac.uk
  • 10. Successful projects: 2. Individual 1. University of York: Open Source Electronics Learning Tools (Java BreadBoard) 2. University of Westminster: www.multimediatrainingvideos.com 3. Oxford Brookes University: Food Safety Education Pilot OER 4. University College Falmouth: openUCF 5. Anglia Ruskin University: NumBat (Numeracy Bank) 6. University College London: Open Learning Environment Early Modern Low Countries History 7. University of Central Lancashire: EVOLUTION: Educational and Vocational Objects for 8. Learning Using Technology In Open Networks 9. University of Lincoln: Chemistry.FM 10. Bradford University: Open Educational Resources Project (OERP) www.medev.ac.uk
  • 11. Successful projects: 3. Subject 1. LLAS (Southampton), ENG (Royal Holloway), PRS (Leeds), HCA (Warwick): The HumBox Project 2. ICS (Ulster): Open Educational Repository in Support of Computer Science 3. Engineering (Loughborough): Open Educational Resources Pilot 4. UKCME (Liverpool): CORE-Materials: Collaborative Open Resource Environment – for Materials 5. Economics (Bristol): TRUE - Teaching Resources for Undergraduate Economics 6. Physical Sciences (Hull/Liverpool): Skills for Scientists www.medev.ac.uk
  • 12. Successful projects: 3. Subject 1. GEES (Plymouth): C-change in GEES: Open licensing of climate change and sustainability resources in the Geography, Earth and Environmental Sciences 2. ADM (Brighton): Open Educational Resources in Art, Design and MediaMSOR (Nottingham Trent): FETLAR (Finding electronic teaching learning and assessment resources) 3. Bioscience (Leeds): An Interactive Laboratory and Fieldwork Manual for the Biosciences’ 4. UKCLE (Warwick): Simulation Learning Resources www.medev.ac.uk
  • 13. Successful projects: 3. Subject • HSaP (KCL): Public Health Open Resources in the University Sector (PHORUS) • C-SAP (University of Birmingham): Evaluating the practice of collective endeavour in opening up key resources for learning and teaching in the social sciences • MEDEV (Newcastle): Organising Open Educational Resources (OOER) www.medev.ac.uk
  • 14. OOER • Organising Open Educational Resources • Bid can be downloaded from www.medev.ac.uk/oer • Focusses on issues relating to consent, securing ER from staff delivering programmes who are non-HEI employed, and complements other projects in the programme • Results of mapping and readiness categorisation together with development of simple toolkits (to help HEIs, Subjects and Individuals) will inform identification of ER to be included • Uploading OER will test toolkits www.medev.ac.uk
  • 15. OOER • 12 workpackages 1. Project Management led by MEDEV 2. Literature and existing project review to document IPR/CC resulting in toolkit. Led by SGUL 3. Patient consent considering Data Protection, and privacy issues. Led by University of Bristol 4. Mapping and readiness categorisation: identify and categorise potential resources. Categorisation toolkit. Led by Newcastle University 5. Institutional policy development. HR practice related to IPR. Policy Toolkit. Led by Keele University www.medev.ac.uk
  • 16. OOER • 12 workpackages 1. How does OER affect existing collaborations and international (incl. developing world) markets? Collaboration toolkit to brief senior managers. Led by Queen’s University Belfast 2. Establish pedagogy map, quality monitoring/peer evaluation and ‘best before’ procedures. QA toolkit. Led by University of Oxford 3. Upload (‘360 credits’?) resources. Document processes necessary to make ER ‘open’. Led by University of Southampton www.medev.ac.uk
  • 17. OOER • 12 workpackages 1. Evaluate ‘resource discovery’ by staff and students. Investigate downstream rights for re-use. Resource discovery and re-use toolkit. Led by Intute: Health & Life Sciences and University of Warwick 2. Host workshops, dissemination events to raise awareness of inform and obtain feedback on toolkits to refine them and encourage uptake of OER. Led by MEDEV 3. Evalutate project, disseminate and publish. Led by Imperial College 4. Exit strategy and sustainability. Led by University of Liverpool www.medev.ac.uk
  • 18. Readiness categorisation pyramid (in development) www.medev.ac.uk
  • 19. OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like? Star t Identify ontent type Y Y Refer to Image/vid Patient WP3 eo/audio? data? workflow N N N Text? Y Is the Refer to Refer to N IPR WP6 WP5 status workflow workflow clear? Y Refer to WP2 workflow Collect basic metadata about resource
  • 20. OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like? Collect basic metadata about resource Map against readiness scale Is it a N Refer to quality WP7 resource workflow ? Y Refer to WP4 workflow Is the Make any resource N technical ready to adjustments upload? necessary Y Choose APIs and add appropriate metadata
  • 21. OOER Project: Workpackage flow diagram for uploading a resource – what does the project look like? Choose APIs and add appropriate metadata Refer to WP9 workflow Upload resource Refer to WP8 workflow Syndicate metadata End
  • 22. PHORUS • Public Health Open Resources in the University Sector • Health Sciences and Practice Subject Centre (KCL) • Contacts: Dr Margaret Sills, Dr Marion Helme www.medev.ac.uk
  • 23. PHORUS • Aims to: 1. Critically assess the enablers and barriers to releasing learning resources in public health for open access to develop a conceptual framework to inform OER implementation 2. Identify and work towards openly releasing public helth resources www.medev.ac.uk
  • 24. PHORUS • Objectives: a) Explore and develop business models or approaches applicable to enabling the release of resources b) Strengthen the community of practice to encourage contributions from the Universities Public Health Network c) Identify and assess enablers and barriers d) Promote the culture of sharing across various health related disciplines e) Use the concept of OER as a vehicle to encourage teachers to reflect on and develop educational processes through sharing experiences www.medev.ac.uk
  • 25. PHORUS • Resources will be mapped against the recent Public Health framework of four core and five defined areas of knowledge and competence that relate to nine levels of practice. • Includes a review process and underpinning research to establish the influences that enable organisations to release open resources. www.medev.ac.uk
  • 26. PHORUS • Partners: Universities Public Health Network co-ordinated by Bournemouth University and including: Anglia Ruskin, Bedfordshire, Brunel, Canterbury Christ Church, Cardiff, Central Lancashire, London South Bank, Manchester Metropolitan, Open University, Robert Gordon, Staffordhsire, St Andrews and Ulster www.medev.ac.uk
  • 27. Getting involved • Finance in PHORUS and OOER is fairly well committed – delivery and testing the toolkits – uploading 360˚ credits – testing ‘discoverability’ – evaluation and dissemination • Projects may be able to accept ‘non-funded’ partners, most of which could occur on-line or via Skype: – access to the project website and project documentation – identifying resources used in teaching where you are that might be able to be shared – contribute to the development of the ‘toolkits’ – testing the use of ‘toolkits’ etc. – advising on the use of metadata to help with resource discovery – sharing knowledge and expertise • Partnering any future proposals/projects in this area
  • 28. Further information • www.hefce.ac.uk/news/hefce/2008/os.htm • www.jisc.ac.uk/news/stories/2008/10/openaccess.aspx • www.heacademy.ac.uk/ourwork/learning/opencontent • www.medev.ac.uk/oer • www.health.heacademy.ac.uk/ www.medev.ac.uk
  • 29. Call: 0191 246 4550 Email: suzanne@medev.ac.uk www.medev.ac.uk