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Sharing Best Practice for Teaching
 Quants using Open Educational
           Resources

 Dr Jackie Carter, University of
Manchester and SCORE, The Open
         University, UK


    July 2012: slides shared under CC:BY
200 years 200 countries 4 minutes
“I came to understand the world               http://www.youtube.com/watch?v=jbkSRLYSojo
by visiting it. I use statistics to
check my understanding and to         http://howtomakeadifference.net/2012/03/28/hans-
tell others.”
CC BY-NC 2.0
                                      rosling/
Overview
• Background
  – My role - data and Open Educational Resources
  – Context, introduction to the project
• The Project
  – Different perspectives for quants teaching
     • Academics; Subject librarians; Policy practitioners;
       Media
• Findings and next steps
“Data, data, data. I cannot make
      bricks without clay”
                • Socioeconomic Data
                  Services
                   – Economic and Social
                     Data Service
                   – Census Dissemination
                     Unit

                • Case studies
                • Telling Stories project
                • Use of data in teaching
                  (Teaching Tools)
Coming soon: an integrated service
                    UK Data Service




      Other data
       services



                     Census Support
                        Service
Context: Stats and QS/QM

                                 • Royal Statistical Society’s
                                   getstats 10-year
                                   campaign

                                 • UK Policy drivers – STEM
                                   skills for social sciences

• Quantitative Methods (QM)
  / Quantitative Skills (QS) /
  Statistical Literacy

• strategically important
  and vulnerable subject
Statistical Literacy
•   Statistical literacy brings a range of
    thinking and practical skills that
    include: knowledge; comprehension;
    application; analysis; synthesis; and
    evaluation. It enables a feel for
    data, including being able to support
    an argument with evidence, but also
    being aware of the variety of
    interpretations that are possible from
    those data. A statistically literate
    person will apply common sense to
    problems and appreciate that
    information that is gleaned from data
    will have uncertainty attached to
    it.
Becoming statistically literate
    …takes time for the ideas and concepts
                                             •   MacInnes, 2009
    to mature, experience with
    applications to develop and will         •   Source:
    depend upon the individual’s aptitude        www.esrc.ac.uk/_images/Undergraduate_quantitative_resear
                                                 ch_methods_tcm8-2722.pdf
    to appreciate that variability is all
    around us and impacts on everyone.

     Cockcroft, 1982 ‘Mathematics Counts’
Context: Open Educational Resources

                  • UNESCO 10-years of
                    OER
                  • Paris 2012 Declaration

                  • UK Policy drivers
                     – 10+ years of investment
                       in teaching resources
                     – 3 years+ funding to
                       create and release OER
                     – Jorum – national
                       repository for OER
What are Open Educational
       Resources?

             • OER infoKit at
             https://openeducationalresources.pbwor
             ks.com/w/page/24836480/Home




             • Open Licences e.g. CC
             Creativecommons.org




             • Reuse, Revise, Remix, R
               edistribute
Building bridges between worlds:
          SCORE Project
                • Social science data in
                  ugrad teaching
                • Open Educational
                  Resources

                   …aims are to share teaching
                   resources and expertise in those
                   institutions already working to
                   upskill students in QM; and to
                   focus on resources that address
                   global issues by using real world
                   data
(O)ER for QM in UK?
                                                  • ESDS teaching resources

                                                  • methods.hud.ac.uk

                                                  • DeSTRESS - depository of statistical
                                                    resources for social sciences
                                                     http://destress.pbworks.com/w/page/42308116/Welcome


                                                  • Methods@Manchester (not CC)

                                                  • RESTORE restore.esrc.ac.uk (not CC)
www.jisc.ac.uk/inform/inform33/OpenWorking.html
                                                  • Jorum resources

                                                  • QM ESRC pages
                                                      www.esrc.ac.uk/funding-and-guidance/tools-and-
                                                      resources/undergraduate-QM/index.aspx
OER for QM beyond the UK?
                              • OPOSSEM: Online Portal
                                for Political Science
                                Education in Methodology
                                opossem.org

                              • MERLOT
www.oer-quality.org/tag/qa/
                              • Others?

                              • Google????
Collecting case studies
                                                                   • Identify willing
                                                                     respondents from:
                                                                     – quantitative-methods-
                                                                       teachers mailing list
                                                                     – Media contacts
                                                                     – Policy practitioners


                                                                   • Semi-structured
                                                                     interviews

myitzonecasestudies.files.wordpress.com/2008/10/case-studies.jpg
Academics’ Perspective
           • Interview with academics
             from University of
             Cardiff, UK (clip)

           • Quotes from LSE100
             course (and online
             interviews)

           • Other interviews at Leeds
             Metropolitan;
             Manchester; Manchester
             Metropolitan; Plymouth.
Academic Librarian’s Perspective
‘I never thought I’d   ..role is about offering
do this’               support for students
                                                  • Social Science Data
                       who have a                   Resources (SSDR) Site
                       substantive research         Representatives mailing list
                       question, but don’t
                       always know where to
                       start looking for          • IASSIST Int Assoc for SS Info
                       data, or what data           Services & Technology
                       exists to help them          (need to join)
                       with their research

“[economics] undergraduates do a dissertation     • This case study will be
in the third year. They have to go and find
                                                    made available at
data….probably the most popular dataset is
the World Development Indicators from the           www.esds.ac.uk/resources
World Bank because it’s so big and covers such      /datainuse/casestudies.asp
a good mix of social and economic indicators
and some financial stuff…’
Policy Practitioner Perspective
                             • This job..requires a certain
                               level of confidence and ability
                               to interact with the statistics

                             • I wanted to develop research
                               skills, including quantitative, ..
                               at least to be able to
                               understand statistics to a
• You need to think about      level...[to] help me career
                               wise..
  how to articulate [the
  stats] in a way that's     • Recorded talk to students at:
  media friendly               http://stream.manchester.ac.u
                               k/Play.aspx?VideoId=10926

• Statistics are impactful
Media Training Perspective
• BBC School of Journalism     • Focus on open data
  training course(s) -            – Political party donations
  “Sources, scoops and
  spreadsheets”                • Tools for data exploration
                                 – Excel including pivot
• Follow up of stories after     tables
  the course
                               • http://delicious.com/ston
• Data-driven journalism         epeople
• http://datajournalismhan
  dbook.org/
Will sharing resources and practice
                      help?
 “My first reaction to sharing resources
 was one of horror! I remembered days
 spent writing .. my teaching materials
 and felt very protective of them – why
 would I then share them with someone
 else? …”


“Context is everything in QM teaching and
I started to feel that I was almost certainly
going through the same laborious process
that hundreds of lecturers before me had
gone through themselves. Why we’re we
replicating this process in isolation? Think
how much time we could save if we pooled
resources! …I decided that I didn’t want to
continue the ‘cycle of abuse’ along the
lines of “well I had to do it on my own so
why should I share my hard-earned
experience and resources with someone
else?”
Where’s the evidence for OER?
• Case studies
   – www.heacademy.ac.uk/resources/de
     tail/oer/oer-phase-3-case-studies

• SCORE outputs
   – www8.open.ac.uk/score/outputs

• Synthesis and Evaluation
  report (Oct 2012)
   – www.unesco.org/new/fileadmin/MU
     LTIMEDIA/HQ/CI/CI/pdf/themes/jisc_
     ukoer_david_kernohanpdf.pdf

• Open Education SIG
• Annual OER conference
   – OER13, Nottingham, UK
Sharing openly?
Walled (succulent) gardens with open
               gates?
OER Practice is like climbing a ladder
                           • Embed OER into existing
                             systems and services but
                             follow up with targeted
                             support
                           • Identify champions within
                             the department and
                             capitalise on their
                             enthusiasm & knowledge
                           • Engage staff
                             developers, librarians, LT-
                             ists: build a network of
                             support
                           • Collect evidence &
                             examples
                           • Recognition = Time & Space
                             to experiment
Dr Joanna Wild
New projects: University of
                    Manchester
• Teaching QM in disciplinary                    • Patterns in Politics and
  context: integrating QM and                      Society
  evidence into the Social Science                    – The University of Manchester already
  undergraduate curriculum                              aims to integrate secondary data on
                                                        society and politics into undergraduate
                                                        course units in the Social Sciences. This
•   Various modules across years 1-3                    project aims to widen, deepen, and
     – Data and The Media                               disseminate best practice in the
     – The Survey Method in Social Research             integration of quantitative data and
                                                        quantitative methods into the
     – Engaging Social Research                         curriculum.
     – Sociology of Personal Life
     – Sociology of Spiritual Life
     – Racism and ethnicity in the UK
                                                 •   www.ccsr.ac.uk/research/QMCIProjec
     – Politics of Policy Making                     t.htm
     – Power and Protest
     – Elections and Voters – British Politics   •   www.ccsr.ac.uk/research/documents
       since 1940                                    /PIPSdetails.pdf
     – Introduction to Comparative Politics
“OER is a very young concept. People who live it every day
are sort of like 'why aren't more people doing it?’ It's still
very young and it will come of age. We will look back ten
years from now we will see the OER movement as the single
biggest change for creating access to high quality higher
education for people on the planet - most people just don't
realise it yet.
And where we've got to do some work is search and retrieval
and application - that's still the great frontier. We're not
doing a good enough job in equipping our educators to
participate; we're not doing a good enough job in enabling
our students to find it and do something meaningful with it”.


                               Professor Martin Bean; VC Open University, UK
  Questions & discussion: Bridging the divide: visions of education futures through technology. Going Global Conference 2012
Jean Spector http://fr.fotopedia.com/items/jeans-AJA3RruQUkA
Attribution, Noncommercial, No Derivative Works
Acknowledgements
• Interviewees
   –   Sin Yi Cheung, Luke Sloan, Surhan Cam; Rob Evans, Malcolm Williams
   –   Jeanette Harwood
   –   Neville Davies, John Marriott
   –   Helen Riley
   –   Carole Sutton
   –   Graham Whitham
   –   And others

• SCORE
   – Mentor – Tony Hirst
   – Fellows
Thanks and Questions

• Jackie Carter
• @JackieCarter
• j.carter@manchester.ac.uk

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Presentationcarter rc33 2012_v1

  • 1. Sharing Best Practice for Teaching Quants using Open Educational Resources Dr Jackie Carter, University of Manchester and SCORE, The Open University, UK July 2012: slides shared under CC:BY
  • 2. 200 years 200 countries 4 minutes “I came to understand the world http://www.youtube.com/watch?v=jbkSRLYSojo by visiting it. I use statistics to check my understanding and to http://howtomakeadifference.net/2012/03/28/hans- tell others.” CC BY-NC 2.0 rosling/
  • 3. Overview • Background – My role - data and Open Educational Resources – Context, introduction to the project • The Project – Different perspectives for quants teaching • Academics; Subject librarians; Policy practitioners; Media • Findings and next steps
  • 4. “Data, data, data. I cannot make bricks without clay” • Socioeconomic Data Services – Economic and Social Data Service – Census Dissemination Unit • Case studies • Telling Stories project • Use of data in teaching (Teaching Tools)
  • 5. Coming soon: an integrated service UK Data Service Other data services Census Support Service
  • 6. Context: Stats and QS/QM • Royal Statistical Society’s getstats 10-year campaign • UK Policy drivers – STEM skills for social sciences • Quantitative Methods (QM) / Quantitative Skills (QS) / Statistical Literacy • strategically important and vulnerable subject
  • 7. Statistical Literacy • Statistical literacy brings a range of thinking and practical skills that include: knowledge; comprehension; application; analysis; synthesis; and evaluation. It enables a feel for data, including being able to support an argument with evidence, but also being aware of the variety of interpretations that are possible from those data. A statistically literate person will apply common sense to problems and appreciate that information that is gleaned from data will have uncertainty attached to it.
Becoming statistically literate …takes time for the ideas and concepts • MacInnes, 2009 to mature, experience with applications to develop and will • Source: depend upon the individual’s aptitude www.esrc.ac.uk/_images/Undergraduate_quantitative_resear ch_methods_tcm8-2722.pdf to appreciate that variability is all around us and impacts on everyone. Cockcroft, 1982 ‘Mathematics Counts’
  • 8. Context: Open Educational Resources • UNESCO 10-years of OER • Paris 2012 Declaration • UK Policy drivers – 10+ years of investment in teaching resources – 3 years+ funding to create and release OER – Jorum – national repository for OER
  • 9. What are Open Educational Resources? • OER infoKit at https://openeducationalresources.pbwor ks.com/w/page/24836480/Home • Open Licences e.g. CC Creativecommons.org • Reuse, Revise, Remix, R edistribute
  • 10.
  • 11. Building bridges between worlds: SCORE Project • Social science data in ugrad teaching • Open Educational Resources …aims are to share teaching resources and expertise in those institutions already working to upskill students in QM; and to focus on resources that address global issues by using real world data
  • 12. (O)ER for QM in UK? • ESDS teaching resources • methods.hud.ac.uk • DeSTRESS - depository of statistical resources for social sciences http://destress.pbworks.com/w/page/42308116/Welcome • Methods@Manchester (not CC) • RESTORE restore.esrc.ac.uk (not CC) www.jisc.ac.uk/inform/inform33/OpenWorking.html • Jorum resources • QM ESRC pages www.esrc.ac.uk/funding-and-guidance/tools-and- resources/undergraduate-QM/index.aspx
  • 13. OER for QM beyond the UK? • OPOSSEM: Online Portal for Political Science Education in Methodology opossem.org • MERLOT www.oer-quality.org/tag/qa/ • Others? • Google????
  • 14. Collecting case studies • Identify willing respondents from: – quantitative-methods- teachers mailing list – Media contacts – Policy practitioners • Semi-structured interviews myitzonecasestudies.files.wordpress.com/2008/10/case-studies.jpg
  • 15. Academics’ Perspective • Interview with academics from University of Cardiff, UK (clip) • Quotes from LSE100 course (and online interviews) • Other interviews at Leeds Metropolitan; Manchester; Manchester Metropolitan; Plymouth.
  • 16. Academic Librarian’s Perspective ‘I never thought I’d ..role is about offering do this’ support for students • Social Science Data who have a Resources (SSDR) Site substantive research Representatives mailing list question, but don’t always know where to start looking for • IASSIST Int Assoc for SS Info data, or what data Services & Technology exists to help them (need to join) with their research “[economics] undergraduates do a dissertation • This case study will be in the third year. They have to go and find made available at data….probably the most popular dataset is the World Development Indicators from the www.esds.ac.uk/resources World Bank because it’s so big and covers such /datainuse/casestudies.asp a good mix of social and economic indicators and some financial stuff…’
  • 17. Policy Practitioner Perspective • This job..requires a certain level of confidence and ability to interact with the statistics • I wanted to develop research skills, including quantitative, .. at least to be able to understand statistics to a • You need to think about level...[to] help me career wise.. how to articulate [the stats] in a way that's • Recorded talk to students at: media friendly http://stream.manchester.ac.u k/Play.aspx?VideoId=10926 • Statistics are impactful
  • 18. Media Training Perspective • BBC School of Journalism • Focus on open data training course(s) - – Political party donations “Sources, scoops and spreadsheets” • Tools for data exploration – Excel including pivot • Follow up of stories after tables the course • http://delicious.com/ston • Data-driven journalism epeople • http://datajournalismhan dbook.org/
  • 19. Will sharing resources and practice help? “My first reaction to sharing resources was one of horror! I remembered days spent writing .. my teaching materials and felt very protective of them – why would I then share them with someone else? …” “Context is everything in QM teaching and I started to feel that I was almost certainly going through the same laborious process that hundreds of lecturers before me had gone through themselves. Why we’re we replicating this process in isolation? Think how much time we could save if we pooled resources! …I decided that I didn’t want to continue the ‘cycle of abuse’ along the lines of “well I had to do it on my own so why should I share my hard-earned experience and resources with someone else?”
  • 20. Where’s the evidence for OER? • Case studies – www.heacademy.ac.uk/resources/de tail/oer/oer-phase-3-case-studies • SCORE outputs – www8.open.ac.uk/score/outputs • Synthesis and Evaluation report (Oct 2012) – www.unesco.org/new/fileadmin/MU LTIMEDIA/HQ/CI/CI/pdf/themes/jisc_ ukoer_david_kernohanpdf.pdf • Open Education SIG • Annual OER conference – OER13, Nottingham, UK
  • 22. Walled (succulent) gardens with open gates?
  • 23. OER Practice is like climbing a ladder • Embed OER into existing systems and services but follow up with targeted support • Identify champions within the department and capitalise on their enthusiasm & knowledge • Engage staff developers, librarians, LT- ists: build a network of support • Collect evidence & examples • Recognition = Time & Space to experiment Dr Joanna Wild
  • 24. New projects: University of Manchester • Teaching QM in disciplinary • Patterns in Politics and context: integrating QM and Society evidence into the Social Science – The University of Manchester already undergraduate curriculum aims to integrate secondary data on society and politics into undergraduate course units in the Social Sciences. This • Various modules across years 1-3 project aims to widen, deepen, and – Data and The Media disseminate best practice in the – The Survey Method in Social Research integration of quantitative data and quantitative methods into the – Engaging Social Research curriculum. – Sociology of Personal Life – Sociology of Spiritual Life – Racism and ethnicity in the UK • www.ccsr.ac.uk/research/QMCIProjec – Politics of Policy Making t.htm – Power and Protest – Elections and Voters – British Politics • www.ccsr.ac.uk/research/documents since 1940 /PIPSdetails.pdf – Introduction to Comparative Politics
  • 25. “OER is a very young concept. People who live it every day are sort of like 'why aren't more people doing it?’ It's still very young and it will come of age. We will look back ten years from now we will see the OER movement as the single biggest change for creating access to high quality higher education for people on the planet - most people just don't realise it yet. And where we've got to do some work is search and retrieval and application - that's still the great frontier. We're not doing a good enough job in equipping our educators to participate; we're not doing a good enough job in enabling our students to find it and do something meaningful with it”. Professor Martin Bean; VC Open University, UK Questions & discussion: Bridging the divide: visions of education futures through technology. Going Global Conference 2012
  • 27. Acknowledgements • Interviewees – Sin Yi Cheung, Luke Sloan, Surhan Cam; Rob Evans, Malcolm Williams – Jeanette Harwood – Neville Davies, John Marriott – Helen Riley – Carole Sutton – Graham Whitham – And others • SCORE – Mentor – Tony Hirst – Fellows
  • 28. Thanks and Questions • Jackie Carter • @JackieCarter • j.carter@manchester.ac.uk