OERu/2011.11 OERu Meeting summary

''The OER Foundation hosted an open international planning meeting for the founding anchor partners of the OER Tertiary Education Network (OERTen) on 9 - 10 November 2011 at Otago Polytechnic in Dunedin, New Zealand. The OERTen partners with support from UNESCO, the Commonwealth of Learning and the virtual participants around the world decided on the inaugural credential for the OER university (OERu) and commenced planning for the prototype course(s) to be trialled in 2012. The partners are targeting the official international launch of the OERu during 2013.''

''As an open project, all accredited post-secondary institutions may join the OERTen. If you are interested in joining the OERu international partnership, [mailto:wayne@oerfoundation.org email] Wayne Mackintosh, Director of the OER Foundation.''

OERTen partners join forces in creating the history of sustainable education futures
Twenty-two senior education leaders and decision-makers from the OERu anchor partners and representatives from UNESCO and the Commonwealth of Learning representing six countries and four continents convened face-to-face in Dunedin, New Zealand for the open 2011.11 OERu implementation planning meeting of founding anchor partners. One hundred and forty eight individuals from forty-one different countries registered as virtual participants to assist the meeting in charting more affordable and sustainable post-secondary education alternatives.

The Dunedin 2011.11 meeting brought together representatives from twelve of the thirteen founding OERu anchor partner institutions comprising colleges, polytechnics and universities from Africa, Asia, North America and Oceania. The founding partners will be recorded in history as the pioneers contributing to opening education to provide free learning opportunities for all students worldwide using courses based solely on OERs combined with pathways for OER learners to achieve credible credentials in the formal post-secondary sector.

The OERu partners are motivated by a clear commitment to providing more affordable education to those learners currently excluded from the formal education system in a financially sustainable way. This is evident in the collection of founding anchor partner statements. Drawing on the depth of collective experience in open learning, technology mediated pedagogies and recognition of prior learning within the OERu network, the meeting was able to cover considerable ground in achieving its planning objectives. The partners have now agreed the inaugural credential and commenced planning for the prototype course(s) to be trialled in 2012.

The network will adopt a strategy innovation approach informed by the following principles of engagement:

The OERu anchor partners have affirmed that the model is a low cost, low risk but high impact innovation partnership because: partner institutions do not need to invest new money; recurrent costs for providing assessment and credentialing services will be recouped on a fee-for-service basis (or alternate revenue sources); and OERTen partners will reduce the capital costs of course development by reusing existing OERs (see ). The OERu partners are collaborating to implement a viable and sustainable education model to widen access to higher education for those learners excluded from the formal system.  Meeting objectives Personal introductions  Founding anchor partner statements
 * 1) Keep the OERu model open, transparent and simple;
 * 2) OERu courses will prioritise the reuse and remix of existing OER;
 * 3) OERTen partners retain institutional autonomy for core services including assessment and credentialing within the institution's accepted quality frameworks;
 * 4) Partners are free to determine their own price points within local markets for the services provided under the OERu network and identified courses and credentials.
 * 5) Focus on strategic collaboration, namely the areas where a networked approach will save time and cost in realising the goals of the OERu;
 * 6) Build on existing policy frameworks and practices as agile and incremental development will achieve greater success for the collective.

Meeting design, processes and open OERu decision-making
The OERu 2011.11 meeting was designed to build on the collective work done prior to this meeting on the logic model and corresponding initiatives to avoid duplication of effort and revisiting aspects already addressed at the previous meeting held in February 2011. Requests for comments and submissions for the 2011.11 meeting agenda were posted on WikiEducator early in October 2011 leading to the final agenda adopted for the planning meeting.

The open and transparent planning model used by the OER Foundation encourages contributions from all institutions and educators worldwide with final decision-making authority for the OERu vesting with the OERTen anchor partners. BCcampus, based in British Columbia in Canada, has provided sterling support collaborating with the OER Foundation to prepare for the OERu 2011.11 meeting. A consultative online SCoPE seminar for designing OERu credentials was conducted in August 2011. BCcampus prepared a summary of the community recommendations for the  for consideration by the OERTen members. This resource was used a key input for the anchor partner decisions.

UNESCO's financial support for streaming the meeting live on the Internet has enabled the OER Foundation to integrate synchronous activities for inclusive and open planning of the OERu. Moreover, the recordings combined with open documentation are available for all countries who could not attend the meeting due to timezone differences or locations with unreliable or expensive Internet access.

Visualising open learning 2.0 and the OERu
Judith Murray, Vice President, Open Learning at Thomson Rivers University provided a inspiring visualisation of the transformation enabled by open education and the OERu network during the opening panel session.

At Thompson Rivers University’s Open Learning Division (TRU) we conceptualized open education through three lifecycles: a student lifecycle (from inquiry through to alumni), a faculty lifecycle (from first hire through to retirement or resignation) and a curriculum lifecycle (from idea through maintenance and/or closure). Where these three lifecycles intersect is where learning occurs, that is when we have a TRU student working with TRU courseware and being supported by a TRU faculty member. This learning is then subjected to TRU assessment for TRU credit and ultimately, a TRU credential. TRU refers to this as the "traditional model" of open learning. In this traditional model we have Our (insert the name of any institution here) students, using Our courseware, supported by Our faculty, to take Our assessments, to receive Our credentials. (See Figure 1).

To date, the focus of the OER movement has been on taking Our courseware and learning resources and making them freely available on the web for anyone to use including other institutions, students and self-learners. This approach has focused on content and minimal cross-institutional collaboration. There is now a growing movement toward reuse of OERs, building service models around open content, the recognition of learning achieved through OERs and incorporating peer collaboration models when assembling courses from existing OERs.

In thinking about the next evolution of open learning, TRU Open Learning has conceptualized a new model for open education. In keeping with our outcomes based philosophy of higher education we can envision a truly open model for higher education. Judith Murray refers to this new model as "Open Learning 2.0". The conceptual framework for "Open Learning 2.0" requires us to think not only in terms of the "Traditional Model", but in addition to envision a parallel model where we can have Any learner, using Any material, and being supported (taught, instructed, facilitated, mentored, tutored) by Anyone, to achieve learning which is then subjected to Our assessment, in order to receive Our credit, which can be applied towards Our credential. (See Figure 2.)

Technology for open and transparent engagement
I can feel the buzz in the room in Dunedin, NZ. Let the Genie out of the bottle!

Context, challenges and potential OERu solutions
"Can't help but wonder if this meeting of #oeru is similar to a meeting that drafts the constitution of a new country"

 Anchor partner panel: Context, challenges and potential solutions

Decisions for the inaugural credential, high-level quality model, and seeding ideas for open pedagogy
The first day of the meeting focused on the taking decisions for the inaugural OERu credential and providing recommendations for a quality model for the network. Dunedin participants were allocated to two groups to discuss and make recommendations for the inaugural OERu credential drawing on the. The groups were divided to achieve an equal distribution between university and polytechnic representatives. The results from Group 1 and Group 2 in Dunedin, and the outputs from the Virtual Participant Group were considered in developing the OERTen decision below.

Group 3 in Dunedin, comprising the international governmental agencies and interested anchor partner representatives, considered recommendations for a high-level quality accreditation model for the OERu as an international cross-border initiative. Group 3 affirmed that quality assurance and credible credentials are the foundations on which the OERu will be built. OERTen members must not engage in practices which could jeopardize their stature or accreditation status. The group confirmed that OERTen partners must be accredited institutions within their own jurisdictions, but that this was not sufficient. To facilitate cross-credit within the network, anchor partners will aim to quality assure the courses and open education practices that occur between the course and credential and to agree processes for this purpose. OERTen will reuse and adapt existing tools and procedures, most notably the quality frameworks developed by the European Foundation for Quality in e-Learning (EFQUEL) under the OPAL and OERTest initiatives. Group 3 recommended that the OERTen Commonwealth partners approach the Commonwealth of Learning for guidance and support in adopting and modifying the Transnational Qualifications Framework for the OERu which was developed for the Virtual University of Small States of the Commonwealth.

Gabi Witthaus from the University of Leicester introduced the TOUCANS OERu research project and invited OERu anchor partners to participate in this SCORE funded research project.

Professor Jim Taylor AM led the closing session for Day 1 on open pedagogy highlighting examples of the "pedagogy of discovery", e-tivities and e-moderation in preparation for planning of the OERu 2012 prototype scheduled for Day 2. Jim suggests that the OERu should consider opportunities for pedagogical innovation in parallel with technological innovation, rather than using new technologies to embed traditional pedagogy. Jim introduced the concept of "free range learning" where "organic" students have the ability to choose their own learning resources via the "pedagogy of discovery". A second presentation highlighted examples of prototypes the University of Southern Queensland are developing, providing concrete exemplars for anchor partners to consider when planning the assembly of OER courses. The session concluded with a proposal for action to assist with the composition of teams to develop a viable project plan for the 2012 OERu prototype(s).

Planning for the 2012 OERu prototype
As I listen to this I feel like I want 2 jump up and down & say pick me pick me #oeru :)

The OERu anchor partners will implement an incremental and agile development approach starting with the 2012 prototypes leading to the international launch of the OERu in 2013. This will provide the network with the opportunity to learn and refine its models, approaches and solutions based on the experiences gained from the prototypes. The OERu network aims to undertake a thorough process evaluation in parallel with the development and implementation of the 2012 prototypes. Day 2 of the OERu 2011.11 meeting focused on planning for the prototype. The Dunedin participants self-selected according to their interests and experiences into three groups:


 * Group 1: Considered the selection of initial courses and incorporated policy and institutional procedure issues
 * Group 2: Focused on "Academic Volunteers international" taking into account scalability issues
 * Group 3: Commenced with the development of a master project plan for the 2012 Prototype and ultimate launch of the OERu incorporating opportunities for evaluation of the development plan.

Virtual participants collaborated on a remote proposal for action, hosted by BCcampus on Etherpad, resulting in rich dialogue mirroring many of the proposals and concepts emerging from the anchor partner discussions in Dunedin (see below for virtual participant's proposal for action).

Proposal for Action: OERu 2012 prototype courses
I tend to agree with Rory McGreal on #oeru pedagogy - seeking to endorse a single model may sidetrack planning & implementation of the OERuGroup 1 in Dunedin commenced work on developing a proposal for action for the 2012 prototype courses. Discussions leading to the decision for the inaugural OERu credential on Day 1, established a number of useful parameters and guidelines for informing the planning of the 2012 OERu prototype:


 * The OERu will focus on courses and models which fit within existing organisational policy and practices of the anchor partners. There is no requirement for founding anchor partners to amend any policies for the implementation of the 2012 prototype or the medium operations of the OERTen. For example, at Empire State College students are required to take a specified number of credits at the institution in order to graduate, whereas at Athabasca University, students can graduate after taking only one course, transferring the balance of credits for the degree from other institutions. Within the OERu partnership, both institutions can participate as enabled by local policies for graduation.
 * The OERTen members aim to select courses which can achieve the highest level of cross-credit recognition for course articulation among the partners towards local credentials and / or OERu agreed credential, with the understanding that not all institutions will be able to accredit all OERu courses. However, there is an strong economic incentive to achieve the OERu credit transfer goals because it will maximise reuse of OER course resources to achieve the cost savings associated with collaborative course development.
 * OERTen recognises that some anchor partners may not have recognition of prior learning policies in place. In this context, existing practices for course credit transfer will be used, or alternatively the relevant institution could choose not to be listed as an assessment and credential provider to prospective OERu learners for the course concerned. (The OER Foundation will conduct a mini-survey of anchor partners to collect relevant information to inform our planning process regarding the state of play on recognition of prior learning and alternative credit transfer practices.)

The anchor partners noted the interplay among different components of the logic model. For example, local institutional accreditation requirements will be influenced by the overall OERu quality accreditation model to be implemented in the future. During the trial phase, these issues will be addressed on a course-by-course basis as a mechanism to refine practices for the future. Similarly, the mode of delivery will influence how assessment and accreditation services could be offered by each anchor partner. For example, an independent study model using pre-designed e-tivities incorporated into an agreed e-portfolio would be different from a recognition of prior learning model based on a graduate profile using a competency framework and corresponding portfolio assessment. These differences provide OERTen with opportunities for more flexible assessment alternatives in serving OER learners. For this reason OERTen will implement a prototyping approach where solutions will be developed through incremental refinements to ensure a robust assessment model.

The proposal for action for the 2012 prototype courses recommends that the initial courses will be deposited in WikiEducator and configured to facilitate integration into the local institution-hosted LMSs as well as other social networking and open web technology alternatives.

The prototype phase will build in peer-review strategies during the design and development phase to engage all anchor partners in the process. In this way, anchor partners will gain valuable knowledge and experience in the emerging open education and networked collaboration approaches of peer collaboration and OER course assembly for the strategic benefit of all anchor partner institutions.

Anchor partners recommend scholarships for students during the trial phase. The 2012 prototype will be restricted to 100 students for the overall OERu 2012 trial. The scholarships could represent a donation of staff time from anchor partners to oversee assessment services. The anchor partners will aim to waive assessment fees insofar as this is possible or to secure external funding sources to cover the prototype assessment fees or establish mechanisms to share costs among the partners for the number of students to be finalised by the partners. However, students participating in the prototype will gain credit for their learning from the participating institutions. The prototype will enable anchor partners to determine the future resourcing needs and corresponding pricing for assessment services based on real data.

Proposal for Action: Academic Volunteers International
"Academic Volunteers International" is a core activity under the Open Student Support initiative of the the OERu logic model. It aims to develop a financially sustainable and scalable system of support for OERu learners drawing on a gifting culture and a global network of individual philanthropy. A critical mass of interested people donating one hour per week could scale exponentially in a relatively short period of time.

Academic Volunteers International is not intended to replace tuition services offered by traditional institutions, but rather to generate an international social networking space to support OERu learners. Group 2 was tasked to begin developing a proposal for action for this Open Student Support component of the logic model, paying particular attention to ideas for scaling the model for large numbers of students. The notion that "you can't tell volunteers what to do" emerged as a constituting principle for future success and that the model will harness the benefits of self-organisation and open governance approaches.

OERu founding anchor partners identified a number of potential sources of volunteer support for the model including for example:

The group noted that using appropriate design, automation and embedding of learning analytics' approaches, Academic Volunteers International could leverage the Pareto principle whereby 80% of the support requirements could be achieved by only 20% effort. For example, the notion that 80% of new students' questions have already been asked in previous offerings of a course. Consequently, it would be possible to develop FAQ databases as part of the course development and maintenance process. A hybridised approach drawing on gaming theory and the open source software experience with reference to meritocracy and community kudos could be effectively reused and modified for Academic Volunteers International. A combination of community status coupled with a pyramid design where most of the queries can be addressed before a senior community volunteer needs to spend time would be key to the scalability of the model. The sequence for requesting support, for instance, would be to first consult the searchable FAQ database, then to request peer-to-peer support from the active global cohort, then to ask help from general academic volunteer supporters and finally the Academic Volunteer "Gurus" who have earned their status through the ranks of the system.
 * Retired academics who could be recruited using an "honour referral" approach;
 * Existing academics where community service recognition is integrated into the staff appraisal systems of OERu anchor partners and other formal education institutions for support provided through Academic Volunteers International (Empire State College was cited as an example which already recognize work on OERu as recognised community service contributions);
 * Students who participate in community service learning courses where course credit is provided for OERu service hours.
 * Students studying education could be required to provide e-moderation services as part of their official course assignment(s) for credit within existing education courses.
 * OERu senior students could qualify for rebates or discounts on assessment and credential services from OERu anchor partners in return for providing support through Academic Volunteers International.
 * Professional bodies could consider Academic Volunteers International as an option for retaining membership.
 * Corporate citizenship models could be designed for businesses to donate staff time to Academic Volunteers International.
 * Existing open communities who work in the open education and other related areas.

The group recommended the development of OERs and open capacity building opportunities (similar to WikiEducator's Learning4Content training model) as well as a community badge system to acknowledge levels and experience within a volunteer typology depicting levels of expertise.

The focus on the short term will be for OERu to design the system for Academic Volunteers International and to nurture the development of a critical mass of volunteers needed for self-organisation and scalable growth.

Proposal for Action: Developing a master project plan for the 2012 prototype leading to the implementation of the OERu
I think we have to have faith in openness. If everyone is transparent about what they are offering and how they are doing it, we stand a good chance of serving the students well.Group 3 in Dunedin commenced work on developing a master project plan to clarify and to develop the levels of participation for the founding anchor partners to provide the necessary inputs to achieve the 2012 OERu prototype objectives leading to the global launch of the OERu in 2013. The project management group aims to integrate a robust evaluation and review process to inform the master project plan.

The project management planning group endorsed the principles of institutional autonomy and context specific applications, taking into account the value of open governance and open project management approaches. The planning group affirmed a number of guidelines including: the need for scalable models, a systems approach for successful collaboration, accountability for active engagement, and the need to reuse existing OER and open education practice resources to avoid reinventing existing wheels.

The project planning group has emphasised the need to develop a system to keep the project moving in a steady timeframe featuring Responsibility / Accountability / Consult / Inform (RACI). (Example provided in the proposal for action. The group recommended an open and transparent project planning process to be coordinated in WikiEducator.

Proposal for Action: OERu virtual participants
I want to engage in OERU but I have yet to feel I have a full picture of the mission. Today that has changed. Participating in the live podcast and then this Etherpad chat board has made me feel I can constribute and will become active in pursuing that goal.

A rich and informative discussion developed during the virtual OERu 2011.11 interactions. The virtual 2011.11 team astutely identified the "storming" phase of Tuckman's stages of group development among anchor partners evident on the morning of Day 2 of the meeting where different ideas compete for consideration, but a necessary phase in building a shared vision for the OERu.

Alternative models for accreditation were highlighted in the discussions. We recommended this discussion as compulsory reading for the OERu planners. The importance of training and some form of "acknowledgement" for academic volunteers surfaced. The virtual team stressed the importance for coordinating volunteer efforts in designing and building the OERu proposals for action and subsequent implementation. The key themes of institutional autonomy in the OERu network mirrored discussions and recommendations from the founding anchor partners. The contribution from volunteers and the gifting culture of educators can facilitate rapid growth of the OERu model.

The virtual team validated the importance of transparency and how this builds faith in the open processes. Open governance, open planning and open philanthropy provides the OERTen with a significant point of difference.

OERTen meeting decisions
It really is striking how the #OERu virtual community document parallels the discussions here. Seems to be a LOT of common ground.

The inaugural meeting of anchor partners was designed to progress the following initiatives in the logic model: Open Curriculum, Open Pedagogy and Open Student Support as key collaborative components of OERu network. One breakout group considered issues relating to quality assurance and credible credentials. Another team convened to lay the foundations for the overall project plan for implementing the 2012 prototypes on the to the official launch of the OERu in 2013. With reference to delivery and collaborative development technologies, the meeting proposed a wiki-based approach for the 2012 prototype(s) to ensure that the OERu courses integrate with local technologies on campus.

Inaugural OERu credential and 2012 prototype

 * 1) The OERTen network will select a small number of courses (for example three or more) at first-year level for the 2012 prototype which:
 * 2) *could carry credit for a "pre-degree" exit credential (for example the Diploma of Arts at the University of Southern Queensland); and/or
 * 3) *carry credit towards an existing credential "on the books" of the relevant anchor partner; and/or
 * 4) *staircase towards an Associate or Bachelor Degree of General Studies / Trans-disciplinary studies for those partner institutions who offer this type of credential.
 * 5) *will incorporate anchor partner review processes during the development of the prototypes.
 * 6) *Guiding principles
 * 7) **Prototype will be limited to a maximum of 100 students or less, spread across the OERTen network to ensure robust assessment.
 * 8) **Anchor partners will aim to provide scholarships for the assessment of the first trial by donating staff time and/or securing external funding sources, for example supporting 10 students per institution. (Final detail and parameters to be decided).
 * 9) **Participating anchor partners will assist in recruiting their own students for the 2012 prototype
 * 10) **Participating anchor partners will assemble courses using existing OERs (rather than creating new OER)
 * 11) **The OERu network will aim to select courses which maximize credit transfer and recognition of course credits among the anchor partners towards a local institution credential insofar as this is permitted by local policies and regulations including, for instance: Recognition of prior learning, articulation agreements among partners etc. (To maximise return on investment, OERu course resources could be reused and integrated for use "on-campus" with "mainstream" offerings.)
 * 12) **Anchor partners retain autonomy regarding local articulation requirements (i.e. the maximum number of credits which can be "transferred-in" towards a local institution credential) and local quality requirements for awarding the institution's credential.
 * 13) **Prototype selection will consider factors relating to the medium to long term sustainability of the courses.
 * 14) **Courses leading to professional qualifications which are regulated by professional bodies, eg Nursing, professional qualifications for school teachers etc will not be considered during the OERu foundation phases.
 * 15) The OERten network will consider collaboration on an elective for a Masters Degree either as one of the 2012 prototype courses or for a later offering, for example, a course on open education (or similar) for a Masters of Education Technology (or similar degree) which could lay the foundations for future OERTen collaborations at postgraduate level. This work could be carried out in parallel with the prototype developments, particularly with the strategic aim to build capacity for the OERu, e.g. a course that includes development of pedagogic knowledge and skills in the application of OER in tertiary education.

Next steps

 * 1) OER Foundation to finalize the selection of three courses for the 2012 Prototype in collaboration and consultation with the founding anchor partners by developing decision criteria according to the guiding principles established at the OERu 2011.11 meeting. Target Date: Before the end of 2011.
 * 2) OER Foundation to convene the design and implementation of a mini-survey among anchor partners on existing practices and policies for credit transfer and recognition of prior learning as a resource to inform the design of the OERu prototype. Target Date: Before the end of 2011.
 * 3) Commence detailed planning of the 2012 OERu Prototype as a sub-activity of the Open Curriculum initiative of the logic model using the OERu 2011.11 proposal for action as the foundation.

Quality accreditation model for the OERu

 * 1) The OERTen partners from Commonwealth member states including Australia, India, New Zealand and South Africa will request the Commonwealth of Learning for guidance and support in adopting and modifying the Transnational Qualifications Framework (TQF) for the OERu network. As an open collaboration using open content licensing, the outputs of this activity will support the larger Commonwealth member states who are not part of the Virtual University for Small States of the Commonwealth to enhance return on investment on the TQF as well as scaling cross-border accreditation for non-Commonwealth partners.
 * 2) * Guiding principles
 * 3) **Reuse, adapt and modify existing tools and resources including those developed by the European Foundation for Quality in e-Learning (EFQUEL) under the OPAL and OERTest initiatives.
 * 4) ** OERTen members subscribe to quality processes which will not jeopardize their institutional stature or accreditation status.
 * 5) ** OERTen partners aim to maximise credit transfer for identified courses within the network for local credentials in accordance with existing institutional policy.

Next steps

 * OER Foundation to approach COL on behalf of OERTen for advice and support on refining the TQF for adoption by the OERTEN
 * OER Foundation to approach quality assurance review standards bodies for input into the OERu planning process and to assist with developing a system-wide review and over-arching quality framework exploring the feasibility of a steering group (As noted in the project planning proposal for action).

Academic volunteers international

 * 1) The OERu will collaboratively develop a detailed framework proposal for "Academic Volunteers International" for consideration and adoption by the OERu anchor partners by 31 December 2011 drawing on the recommendations documented in the proposal for action for Academic Volunteers International.
 * 2) * The core development team will be convened by Vasi Doncheva (NorthTec) with support from Graham Bell (NMIT), Herbert Thomas (University of Canterbury) and Wayne Mackintosh (OER Foundation).
 * 3) * The group will encourage wide participation from volunteers in the open community.
 * 4) Should an American OERu anchor partner consider an application for the Next Generation Learning Challenge: Wave III request for proposals, the OER Foundation and OERu network will collaborate on components relating to Academic Volunteers International as a strategic element of the OERu ecosystem in an openly licensed proposal.

Next steps

 * Convene an online seminar for community and anchor partner inputs into developing a framework proposal for Academic Volunteers International for consideration by OERu anchor partners.
 * Commence development of usecase scenarios illustrating how OERu learners might use Academic Volunteers International and the kinds of services which could be provided as a precursor to the evaluation of existing open source technologies for possible implementation by the OERu.

Project management

 * 1) Develop and maintain project documentation that clarifies deliverables, ownership and deadlines for the 2012 prototype leading to the international implementation of the OERu in 2013. The OERTen will:
 * 2) * Appoint a steering committee convened by Kevin Bell with a minimum of three people
 * 3) * Identify a named liaison person for OERu project management related activities.
 * 4) * Coordinate and report all project management sensitivities transparently in WikiEducator.

Next steps

 * Finalise the composition of the OERu project management team of three people by 30 November 2011.
 * Contact all anchor partner institutions to identify liaison people for the project management group by 30 November 2011.