Draft Dubai Declaration on OER

The 3rd UNESCO World OER Congress took place in Dubai last week. The previous two congresses, held in Paris in 2012, and Ljubljana in 2017, resulted in the Paris OER Declaration and the Ljubljana OER Action Plan, which was the forerunner of the 2019 UNESCO Recommendation on OER. The output of the 3rd OER Congress is the Draft Dubai Declaration on OER.

The theme of the Dubai congress was “Digital Public Goods: Open Solutions and AI for Inclusive Access to Knowledge”. Digital public goods (DPG) are defined by the UN’s Roadmap for Digital Cooperation, as

“open-source software, open data, open AI models, open standards and open content that adhere to privacy and other applicable laws and best practices, do no harm, and help attain the sustainable digital goals (SDGs)”.

In this context open education resources are regarded as digital public goods that “support the enrichment of the global knowledge commons”.

In addition to the Sustainable Development Goals, the UNESCO Recommendation on OER, and the Road Map for Digital Cooperation, the Dubai Declaration also references Commitment 7 of Our Common Agenda: to “Improve digital cooperation”.

Key themes of the Declaration are harnessing the opportunities afforded by emerging technologies such as AI and blockchain to create new OER, curate and index existing OER, translate OER, and “ensure the provenance, integrity, and lawful use of OER”.

The Declaration outlines Recommendations in five areas (paraphrased from the draft):

Capacity Building

  • Support professional development for educators, content creators and those working on Gen AI projects, on copyright (inc. exceptions and limitations) and open licensing, to understand challenges posed by emerging technologies and ensure sharing and collaboration that respect copyright laws.
  • Promote digital literacy for users and developers to engage in the responsible creation and use of emerging technologies for OER.
  • Develop technologies such as cryptographic signing, semantic interoperability, and machine learning to improve attribution and discoverability of OER. E.g. Embedding metadata into OER, identifier generation standards, author-identity credentials, time-stamping mechanisms and signing OER packages.
  • Prioritise digitally signed works for OER repositories, and their use in the training open AI models.
  • Implement strategies grounded in human rights that are open, accessible, multistakeholder and gender inclusive to ensure respect for user generated data, metadata, privacy and attend to ethical practices and respect copyright rules.

Policy

  • Policy environments should focus on the protection and verifiability of authorship of OER and other Digital Public Goods.
  • Open licensing should be incorporated into the Terms of Use of AI applications specifying that it is only to be used by humans to generate openly licensed content.
  • Support embedding licensing information of training content in the output generated by AI tools. When open licensed materials are used to train AI models, the resulting generated content should be made available under compatible open licenses, and attribution to the copyright owner(s) of the training materials should be reflected in the generated content.
  • Encourage and support research into next generation attribution systems to enable tracing the use and re-use of OER.

Ensuring inclusive and equitable access to quality OER

  • Support the development of AI-enabled OER that is accessible in low-bandwidth scenarios and designed to enhance the accessibility of vulnerable groups.
  • Include cryptographic signing into quality criteria for the production of OER. Emphasise the connection of signatures to real-world identity of authors – to create incentives for publication and counter misinformation.
  • Support the translation and contextualisation of OER with the participation of different user communities.
  • Encourage the engagement of diverse participants in communities of open practice.

Sustainability Models for OER

  • Support approaches IPR protection & OER development driven by the ROAM-X principles of human rights, openness, accessibility, and multi-stakeholder participation.
  • Promote sustainable environmental approaches for digital public goods to minimise energy consumption and reduce the carbon footprint, recognising when the use of AI-tools is not necessary or appropriate.
  • Practice participatory governance, active transparency, public reporting and regular audits for the complete OER ecosystem (including technological, legal, and pedagogical aspects) to build trust among stakeholders.
  • Prioritise public infrastructure and public-private partnerships, while also supporting private initiatives for OER using emerging technologies, that adhere to the principles of digital public goods and openness.

International cooperation

  • Promote human centred use of emerging technologies, including AI, for the implementation of the UNESCO Recommendation on OER
  • Engage with the open community and legal experts on open licensing and IP law to ensure that emerging technologies adhere to legal terms and address the demands of diverse stakeholders.
  • Develop ethical frameworks and new technologies to promote OER, including more effective identification of provenance and tracking using AI-based techniques.
  • Encourage OER repositories and content source to implement policies that prioritize digitally signed works, and define how they may be processed and used, including criteria for the training of AI models.
  • Develop AI platforms to create and OER adhering to the UNESCO Recommendation on OER.

A few thoughts

As with previous congresses, there were no representatives present from UK government ministries, education authorities, or institutions. While this is disappointing, we do hope that the new Declaration will prompt the education sector in Scotland to reconsider the benefits and affordances of open educational resources. It was the Paris OER Declaration that originally inspired the development of the Scottish Open Education Declaration, and Joe Wilson and I were fortunate to attend the 2nd World Congress in Ljubljana to represent Open Scotland. Though we had limited success persuading the Scottish Government of the benefits of supporting OER, the Scottish Open Education Declaration did prove to have some influence further from home, particularly in Morocco, where it informed the development of a similar initiative. I was pleased to see that Morocco were active participants in the Dubai Congress where they highlighted their “national OER and Open Science strategy that aims to modernise education and expand research accessibility, driven by strong engagement from educators.” (Latifa bint Mohammed inaugurates 3rd UNESCO World OER Congress in Dubai.)

I’m very encouraged that the Dubai Declaration highlights the importance of developing digital skills and copyright literacy to ensure everyone is able to understand the impact of AI and emerging technologies. Supporting digital skills development is one of the cornerstones of the University of Edinburgh’s OER Policy and OER Service. This approach helps to empower staff and students to develop the skills and confidence to make informed decisions about creating and using open educational resources and open licensed content.

I’m also pleased that the Declaration recognises the importance of supporting diverse communities of open practice, though I do feel that supporting open practice should underpin all the recommendations of the Declaration.

I’m a bit surprised by the prioritisaton of digital signatures and cryptographic technologies and I’m alarmed by the recommendation that signatures should connect to authors’ real-world identities. While this approach does have the potential to address issues relating to attribution and verification, and to combat misinformation, it’s also potentially ripe for abuse.

It’s interesting that embedding metadata in open content and tracking OER have reappeared. Both are great ideas, but neither are straightforward to implement. Part of the problem is that open educational resources are such a diverse class of things and, by their very nature, they are scattered all over the internet. I can’t help feeling that many of these recommendations pre-suppose that OERs exist in curated repositories. While some do, the vast majority don’t, and never will. Semantic search services have long been seen as the key to enable cross searching and discovery of heterogenous resources distributed across the web, but I’m not sure how much progress has been made towards making this a reality.

While I’m not surprised that the Declaration focuses on the affordances and challenges of generative AI and emerging technologies, I am concerned that it rather glosses over the many problematic ethical issues, including algorithmic bias, exploitative and extractive labour practices, and environmental impact. The Declaration does reference the ROAM-X principles, sustainable environmental approaches and highlights the importance of recognising when the use of AI-tools is not necessary or appropriate, but I feel it could have gone a lot further. I would like to have seen some acknowledgement of the risks of rapidly embracing these new technologies, risks that are not evenly distributed across the globe, and to focus instead on human centred approaches to achieve the aims of the UNESCO Recommendation on OER and the Sustainable Development Goals.

Resources

Open Scotland @10 Plenary Panel synthesis & outputs

This summary of the Open Scotland @10 plenary panel at OER23 by Lorna M. Campbell was originally published at OpenWorld blog.

To mark 10 years of the Open Scotland initiative, Joe Wilson and I ran two events as part of the OER23 Conference at UHI in Inverness, which provided an opportunity for members of the education community to reflect on how the open education landscape in Scotland has evolved over the last decade, and to discuss potential ways to advance open education across all sectors of Scottish education.

Open Scotland Pre-Conference Workshop

Joe has already written up our pre-conference Open Scotland workshop, which brought together around 40 colleagues, in person and online, to discuss key challenges and priorities. You can read Joe’s summary of the workshop here: Open Scotland Reflections on Pre-Conference Workshop.

OpenScotland @10 Plenary Panel

The closing plenary panel of OER23 brought together open education practitioners from within Scotland and beyond. Panel participants were Lorna M. Campbell, Open Scotland and University of Edinburgh; Scott Connor, UHI; Maren Deepwell, ALT; Stuart Nicol, University of Edinburgh; Robert Schuwer, consultant and former UNESCO Chair on Open Educational Resources; Joe Wilson, Open Scotland and City of Glasgow College. Each member of the panel was invited to briefly share their thoughts on future directions for Open Education, before we opened the discussion to the floor.

Photograph of Open Scotland Plenary Panel at the OER23 Conference.

Open Scotland Plenary Panel by Tim Winterburn.

Stuart Nicol, Head of Educational Design and Engagement at the University of Edinburgh, acknowledged that while it’s disappointing that there hasn’t been more support from Scottish Government, there has been a support for open education at a number of institutions, including the University of Edinburgh. Stuart highlighted the important role of committed people who have pushed the open agenda within institutions. Short of having government level commitment and policy, Stuart suggested we need to provide opportunities for people to come together to share practice and to encourage institutions to work together.

Scott Connor, Digital and Open Education Lead at UHI’s Learning and Teaching Academy, outlined UHI’s strategic commitment to open education which is underpinned by an OER Policy and a framework for the development of open educational practices. Scott highlighted lack government mandates and funding as a barriers to engagement with open education and suggested that real impact would come through the government adopting the Scottish Open Education Declaration and using it to mandate that resources created with public funding should be shared openly to benefit everyone.

Both Scott and Stuart highlighted the OER policies adapted and adopted by the University of Edinburgh and UHI as a prime example of open education collaboration.

Photograph of Open Scotland Plenary Panel at the OER23 Conference.

Open Scotland Plenary Panel by Tim Winterburn.

Robert Schuwer, independent consultant and former UNESCO Chair of OER, provided an overview of open education in The Netherlands where the government has supported a range of OER initiatives and stimulation grants since 2006. In 2014 the Education Ministry issued a strategic agenda stating that by 2025 all teachers should share their learning materials. Although some institutions such as TU Delft are front-runners, other smaller institutions are just getting started.

Robert suggested that the biggest challenge is to cross the chasm from early adopters and innovators to the majority of teachers to encourage them to adopt principles of openness in education. He suggested connecting to teachers passion, which is teaching, not sharing materials, and highlighting how open education can help them to become better teachers.

Maren Deepwell, CEO of the Association for Learning Technology, reminded us that we’re not just talking about openness in Higher Education we’re looking at all sectors including schools, training, vocational education, FE, HE, and research. UK Government looks at Open Access research and thinks the open box is ticked. ALT has tried to reach out to both Scottish Government and the Department of Education, but often there is no one with responsibility for open education policy beyond Open Access and Open Research funding.

Maren noted that we tend to see open education as another challenge alongside Brexit, the cost of living crisis, climate change, sustainability, etc., and ultimately it is never at the top of the agenda. She suggested that our opportunity is to present openness as a way to solve these challenges. It’s ingrained in us that openness is the extra step that teachers need more time, more funding, more skills, to take. Instead we need to highlight how openness could solve resource scarcity and training issues, and help small independent providers collaborate across sectors. We need to show openness as a way to solve these challenges, rather than as a stand alone challenge in its own right.

Photograph of Open Scotland Plenary Panel at the OER23 Conference.

Open Scotland Plenary Panel by Tim Winterburn.

Opening the discussion to the floor, members of the community put forward a range of comments and suggestions including:

  • Taking a whole population approach to education rather than a sectoral approach. Open education is a way to educate for all our futures, not just those who can afford a good education. Open educators should collaborate with demographic data experts to see how open education could address key challenges of our ageing population, including health and social care.
  • Start with early interventions at primary school level. How do children learn, what do they learn, what role models do they see? Start to train a new generation of people to think in different ways. Currently there is no mention of openness in the General Teaching Council programme, but a logical place to start would be with teaching staff who are teaching children how to learn. However because of concerns about GDPR, teachers work in closed environments, there are challenges around safeguarding and managing digital identities.
  • Scotland’s baby box has been an import mechanism for learning for both parents and children, why not add a leaflet about open education?
  • Scotland has always had a very egalitarian tradition of education, the principles of openness fit well with this tradition, from school all the way up, so it’s frustrating that we haven’t been able to introduce open education at school level.
  • Maybe we’re trying too hard to change policy, perhaps it would be better to focus on doing fun stuff and sharing open practice. Do what you can at the small level; small OER, rather than big OER. This can be really powerful. Sharing in small ways can make a difference.
  • People hear about Open Scotland and are interested in open education, but they’re constrained by their local authorities or their college marketing teams.
  • The strength of open education is in the grass roots, as soon as it get sucked into politics, it gets watered down. There is a risk that comes with government policy and funding. You cede some control when policy is dictated at that level. At grass roots level we can control it, shape it and manage it. It’s hard work pushing upwards but there is a danger when it comes from the other direction that we lose something and open education gets co-opted by people we may not wish to work with.
  • Robert Schuwer countered this point by noting that this has not happened in The Netherlands. Government support is provided at all levels of education but there is a lot of autonomy within institutions. The only mandates were the 2014 strategic agenda and a 2020 Open Access research mandate, both of which have been beneficial. Robert also noted that students lobbied the Education Minister and had directly input to the 2014 sharing agenda. This was also the case at the University of Edinburgh, where EUSA encouraged the University to support open education and OER.
  • We have a political problem in that our education ministers don’t know much about education, so openness is never a priority. We need to trust ourselves and continue with the grass roots work. We need to feed messages up to government ministers that open education can be a solution to sustainability and other strategic agendas. We need to take our advocacy up a notch, perhaps take out an advert in the press.

Next steps

The next step will be to continue synthesising the outputs of the workshop and plenary panel, captured in this Padlet, with a view to drafting a new Open Scotland manifesto to share with the community and move the open education agenda forward.

 

Made with Padlet

 

#oer23 #oer2023 #OpenScot Open Scotland Reflections on Pre-Conference Workshop and in Conference Plenary

Reflections on the Open Scotland workshop and plenary at OER23 by Joe Wilson, originally posted on Experimental blog.

To mark 10 years of the Open Scotland initiative we held two events as part of the OER23 Conference to bring together members of the education community in Scotland and some of the international delegates to reflect on how the open education landscape in Scotland has evolved over the last decade against the backdrop of global crisis and uncertainty (Campbell and Wilson 2021).

We held a pre-conference workshop and an in-conference plenary.

As ever grateful to ALT and the University of the Highlands and Islands for this opportunity. The OER Conference took place in Scotland for the first time since 2016. A main theme of the conference was.

“Open Education in Scotland #OpenScot – celebrating 10 years of the Scottish Open Education Declaration.”

I’m grateful as ever to Lorna M. Campbell my co-founder of Open Scotland and the many supporters we have found across the international and Scottish learning community. It’s now been some weeks following the conference allowing me some reflection time (as well as time to do busy and full-on day job) We both juggle workplace commitments while championing open educational practice.

It’s ten years since we set off on what we thought would be a short journey to get Scottish Education to embrace Open Education and open practice. Please dig into the commentary on our slides. It’s been more of an uphill journey than we ever anticipated.

It’s taken us and the Open Scotland Declaration all around Europe, but it has not had the impact we need in Scottish Education in the round.
Thanks to Jim Groom reclaim hosting for Polaroid.


The workshop and plenary went well but at #OER23 we were talking to the converts. It is really apparent that other countries have embraced the UNESCO declaration and are moving ahead of Scotland at a rate of knots.

The Scottish system seems – and to use a good Scottish word “thrawn” Everyone we’ve reached out to sees the Open Scotland Declaration as an achievable aim but equally College Principals, agency policy makers all think that it is someone else’s responsibility to drive change across the system.

Have a look at the output of the workshop and the plenary below. The will is there but the policy leavers and policy makers remain tantalisingly out of reach.

The padlet is still open but as it has now been shared on the open web input is now subject to approval – but please chip in your ideas.

The padlet – highlights what might be. The output from the Padlet will become a manifesto for change from #OpenScot.

As a footnote I asked ChaptGPT about Open Scotland. The text it created is below it shows we’ve been making all the right waves- how else could ChatGPT pick up themes like this.

But Open Scotland is not yet a Scottish Government initiative – it shows how ChatGPT could create an alternative reality – it created a fantasy.

We’ve still to make adoption of UNESCO declaration on Open Education a reality in Scotland.

I hope we don’t have to wait another 10 years.

Once again thanks to the community around the #oer conferences – you give us the strength, love and enthusiasm to keep pushing at the open door. My last post I hope reflected all the great things happening around the world.

Made with Padlet

“The Scottish Government has been a strong supporter of Open Education and Open Educational Resources (OER) in Scotland. In 2013, the Scottish Government launched the Open Scotland initiative to raise awareness of the benefits of Open Education and promote the development and use of OER in Scotland.

As part of this initiative, the Scottish Government has provided funding to support the development of OER and the implementation of Open Education practices in Scottish schools, colleges, and universities. For example, the Scottish Funding Council (SFC) has provided funding to support the creation of OER through its Open Educational Resources Programme, and the Scottish Qualifications Authority (SQA) has developed a framework for the use of OER in the development of qualifications. Education Scotland and HMIE support a number of Open Education initiatives across the school and College system.

In addition, the Scottish Government has endorsed the principles of the UNESCO Paris OER Declaration, which calls on governments and institutions around the world to support the development and use of OER. This endorsement demonstrates the Scottish Government’s commitment to promoting the use of OER as a means of improving access to education and promoting social inclusion.

Overall, the Scottish Government’s support for Open Education and OER has helped to raise awareness of the benefits of open education and has supported the development and implementation of Open Education practices in Scotland.”

Would be nice if it was remotely true …

Reflections and speculations from #oer23

A speculative reflection following OER23 by Sheila MacNeill, originally posted at HOWSHEILASEESIT blog.

I was lucky enough to be in Inverness last week for the #OER23 conference. The OER conferences do have quite unique atmosphere. They are relatively small, and there is always a really strong sense of community. This year was no different, in fact it I think that community sense was even stronger. So before I get into the meat of this post I just want to thank the co-chairs, conference committee, ALT and everyone at UHI for pulling everything together so well.

I’m still processing quite a lot of what I heard over the 2 days of the conference, so this post is really just focusing on one element that has been swirling around my brain. The conference marked 10 years of the Open Scotland Declaration. This was a community driven initiative to try and get the Scottish Government to formally adopt the UNESCO open education . . you can read more here. But the basic premise boils down to publicly funded educational resources should be publicly available. Not rocket science, totally achievable, but so far it has been almost impossible to get the Scottish Government to engage.

Lorna Campbell and Joe Wilson gave an excellent narrative of their stalwart efforts to engage with the Scottish Government over the past decade. There were many discussions and ideas about what should be done next. Based on some thoughts from the first key note from Rikke Toft Nørgård which looked at hybrid futures, I thought I’d take a bit of a speculative futures approach to Open Scotland. I also have to thank my Bill Johnston for a few ideas during a 3 hour car drive home. Spoiler alert, I haven’t done this before so it might be pants! But here goes . . .

The year is 2043. Scotland is celebrating 10 years of independence. The year has been badged as “Scotland, open for the world”. Celebrations officially started on April 6 – a nod to the 1320 Declaration of Arbroath, the original document asserting Scotland’s right as an independent country. International events during the year include the opening of new UNESCO centre for open knowledge and policy development. COP 47 is returning to Glasgow to showcase how Scotland has exceeded the targets set in 2022, and has worked with 73% of all the signatories to every COP agreement since 2033 to develop sustainable and equitable energy solutions.

Scotland officially rejoined the EU in 2039, but between times has struck a number of international partnership agreements including a new Nordic alliance on knowledge exchange and sustainable energy, tourism and creative cultural developments. In a recent international survey on the best places to live, Scotland (for the 5th year running) came in at number 1. This was due mainly to the health and happiness of the population, not on property values. Scotland’s unique approach to education was seen to be at the centre of a remarkable evolution of a relatively small (by size of population), and newly independent nation. The UEP ( universal education partnership) is now recognised as being central to Scotland’s economic, cultural and health renaissance.

So what is the UEP and how did it come into being? Well, after the political turmoil of 2023 and 2024, the then SNP decided to that the only way to set out a vision for an independent Scotland would be for the people to decide its priorities. A (much maligned at the time from opposition parties) large scale public consultation of peoples assemblies began. The aim was to engage with at least 85% of the population through a series online and f2f events. During the first round of these assemblies there was a focus on a small number of key themes (sustainable energy, fiscal policy, education, creative industries, and health).

After a bit of a slow start, most interest began to centre on education. It’s not entirely clear how it happened, but the Open Scotland Declaration, in particular the notion of “publicly funded resources should be publicly available” started to gain traction. There are rumours of small bunch of open educational practitioners who ran an informal yet highly strategic public engagement plan ensuring that the Open Scotland Declaration was highlighted in every assembly meeting. In each of the over arching themes, the discussions quickly centred on education. It became clear that the success of any “future Scotland” depended on changing the education system. An independent Scotland would need a radical approach to education.

In late 2027 An anonymous poster began to appear in various places across the country, and online calling for a new universal education partnership (UEP) approach to education. Building on the concept of a universal basic income, this (at the time radical approach) called for every citizen to be given free access to education throughout their life time, at a time, place and pace that suited their needs.

Initial costings proved this would actually cost (slightly) less than the current tertiary education funding. #UEP gained more and more traction, and a plan developed. Instead of funding loans to post 16 education students and the current funding for universities and colleges, it was proposed that each citizen could access a fund that would cover 25% more than the basic living wage for the time that they were involved in educational activity. Quite quickly (again seemingly radical ) ideas about restructuring tertiary education and research began to emerge.

It turned out that turning “research subjects” into “research partners” has a dramatic impact on research. The fact that research participants were recognised for their part in research and could access their UEP fund has allowed Scotland to truly develop a nation of informed and engaged citizen scientists.

The earliest signs of success came from health research. As research participants didn’t have to rely on benefits, numerous studies (many of them ethnographic studies) have shown remarkable insights into treating some chronic health issues. The Glasgow Effect has almost been reversed. Similar effects are being seen across all sectors. At the same time, international research exchange programmes have flourished. Many large pharmaceutical. energy and financial companies have opened new centres in Scotland due to access to a highly skilled, and continually learning workforce. The changes to corporation tax including windfall contributions to the #UEP also seem to be positively accepted and widely cited in annual reporting.

Universities and colleges are now open spaces with new forms of partnerships around developing distributed and integrated curriculum. Tracking participation despite being seen by detractors as being a major challenge, was actually very simple. It turned out that every school child in Scotland already had a unique reference number that could be used. It was relatively simple to build out from this existing system. Closed exams are a thing of the past, Nearly every citizen in Scotland has contributed to the nationally supported knowledge base. Universities and colleges are now evaluated by public panels (decided through open ballots – using a process developed from the existing jury citation process). Community impact is a key factor of success. This approach has been adopted formally and informally by a number of other countries.

Research on the evolution of the UEP is continually developing and shared openly, including economic modelling. Though it appears that most citizens do access their UEP fund not everyone uses it all, many take up the option to gift their contributions back to the fund. Clearer longitudinal trends are just starting to emerge. For example, there appears to be a rise in access to funds in the over 50s. It appears that being able to more easily change career is actually allowing people to work longer. This combined with the overall increase in health and increased tax contributions and reduced NHS costs is providing a robust state funding model. Similarly there appears to be a new type of “research gap year” where 18 -25 year olds are participating in research projects before embarking on formal educational studies or taking up full time employment.

And All of this came about because it became apparent that open education wasn’t just about licences , selling “stuff” and services, or an abstract concept, it was about empowering people and making not just Scotland, but the world, open to education and all the opportunities that follow that.

Open Scotland @10

OER23 Conference logoTo mark 10 years of the Open Scotland initiative we will be holding two events as part of the OER23 Conference to bring together members of the education community in Scotland to reflect on how the open education landscape in Scotland has evolved over the last decade against the backdrop of global crisis and uncertainty (Campbell and Wilson 2021). Hosted by ALT and the University of the Highlands and Islands, the OER Conference is taking place in Scotland for the first time since 2016. One of the main themes of the conference is “Open Education in Scotland – celebrating 10 years of the Scottish Open Education Declaration.”

Thigibh a-steach! Come and join us at the OER23 Conference in Inverness to contribute to shaping the future of open education in Scotland.

Open Scotland Pre-Conference Workshop

When: Tuesday 4th April, 15.30 – 17.00
Where: UHI Inverness and online
Who: Open to all.

This pre-conference workshop, facilitated by Joe Wilson and Lorna M. Campbell, will reflect on the Open Scotland initiative and discuss ways forward for the open education community. We’ll briefly address the history and impact of Open Scotland and explore the role of Open Scotland and the Scottish Open Education Declaration going forward.

We’ll ask whether the aims of Open Scotland are still relevant, whether the Scottish Open Education Declaration has a role to play in the future, and how it can be reframed to reflect current challenges and priorities.

How can we encourage more teachers, learners and education institutions across the sector to engage with open education?

How do we ensure that the Scottish education community tunes in to global open practice and makes most of the possibilities of open educational resources , open research , open textbooks and other opportunities?

Can we effectively lobby the Scottish Government to adopt policies that support open education and OER at the national level?

How can we in Scotland, the UK, and internationally, align with the principles of the UNESCO Recommendation on OER (UNESCO 2019)?

We invite key leaders, influencers, educators, open practitioners and advocates across the Scottish education community to join us. This workshop is free and open to all. Remote participation will be available for those who are unable to join us in Inverness.

Registration
If you are not an OER23 delegate, please register here in order to participate: Open Scotland Pre Conference Session for External Delegates

OER23 Conference Closing Plenary: OpenScotland @10

When: Thursday 6th April, 16.20 – 17.00
Where: UHI Inverness and online
Who: OER23 Conference delegates

The closing plenary panel of the OER23 Conference will bring together open education advocates from Scotland and The Netherlands to reflect on the open education landscape in Scotland and internationally. We’ll discuss engagement with open education across Scotland, focusing on the benefits and affordances of open education and OER and how it can help to address local and global education challenges and priorities, while reflecting on the relevance of the original aim of Open Scotland: To raise awareness of open education, encourage the sharing of open educational resources, and explore the potential of open policy and practice to benefit all sectors of Scottish education.

Panel participants: Lorna M. Campbell, Open Scotland and University of Edinburgh; Scott Connor, UHI; Maren Deepwell, ALT; Stuart Nicol, University of Edinburgh; Robert Schuwer, consultant and former UNESCO Chair on Open Educational Resources; Joe Wilson, Open Scotland and City of Glasgow College.

Background

Open Scotland is a voluntary cross-sector initiative, established in 2013, to raise awareness of open education, encourage the sharing of open educational resources, and explore the potential of open policy and practice to benefit all sectors of Scottish education. In the decade since its launch, Open Scotland has been supported by Cetis, the Scottish Qualifications Authority, the Association for Learning Technology, Reclaim Hosting, the University of Edinburgh and Creative Commons. Openness remains a key strategic principle for many of these organisations.

In order to achieve its aims, Open Scotland hosted the Open Scotland Summit (2013) and Open Education, Open Scotland (2014) at the University of Edinburgh, which brought together senior managers, policy makers and key thinkers to explore the development of open education policy and practice in Scotland. Members of Open Scotland contributed regularly to national conferences, and participated in international events including Open Education Global in Ljubljana, OERde14 in Berlin, Morocco Open Education Day, the Open Education Policy Network, UNESCO European Regional Consultation in Malta, and the 2017 UNESCO OER World Congress.

In 2014, inspired by the UNESCO Paris OER Declaration (UNESCO 2012), Open Scotland launched the Scottish Open Education Declaration (Open Scotland 2014), an open draft document that all members of the community were invited to contribute to. The Declaration called on the Scottish Government, the Scottish Funding Council and all sectors of Scottish education to endorse the principles of the UNESCO OER Declaration and ensure that educational materials produced with public funding are freely and openly available to all. With support from ALT Scotland and Creative Commons, the Declaration was brought to the attention of three consecutive Cabinet Secretaries of Education, however the Scottish Government declined to engage with these principles. Despite this lack of response, the Scottish Open Education Declaration has been influential elsewhere. It inspired the OER Morocco Declaration (Berrada and Almakari 2017), informed the OpenMed Project, and has raised awareness of open education within institutions, triggering discussions about open education at policy level.

References

Berrada, K. and Almakari, A. (2017) Déclaration du Maroc sur les Ressources Educatives Libres / OER Morocco Declaration. Available at: https://openmedproject.eu/wp-content/uploads/OER-Morocco-Declaration.pdf (Accessed: 9 January 2023).

Campbell, L.M. and Wilson, J. (2021) Open Educational Resources: An equitable future for education in Scotland. Available at: https://openscot.net/further-education/open-educational-resources-an-equitable-future-for-education-in-scotland/ (Accessed: 9 January 2023).

Open Scotland. (2014) Scottish Open Education Declaration. Available at: https://declaration.openscot.net/ (Accessed: 9 January 2023).

UNESCO. (2012) The Paris OER Declaration. Available at: https://en.unesco.org/oer/paris-declaration (Accessed: 9 January 2023).

UNESCO. (2019) Recommendation on Open Educational Resources. Available at: https://www.unesco.org/en/legal-affairs/recommendation-open-educational-resources-oer (Accessed: 9 January 2023).

Open Educational Resources: An equitable future for education in Scotland

by Lorna M. Campbell and Joe Wilson

In the 8 years since the launch of Open Scotland, the aims of this voluntary cross sector initiative, and the Scottish Open Education Declaration [1], are more relevant than ever:

To raise awareness of open education, encourage the sharing of open educational resources, and explore the potential of open policy and practice to benefit all sectors of Scottish education.

The global COVID 19 pandemic has highlighted the critical importance of open educational resources (OER) in achieving United Nations Sustainable Development Goal 4 [2] to ensure inclusive and equitable quality education and promote lifelong learning opportunities for all. Open educational resources are teaching, learning and research materials in any medium, digital or otherwise, that reside in the public domain or have been released under an open license that permits no-cost access, use, adaptation and redistribution by others with no or limited restrictions [3].

At the height of the global COVID-19 pandemic, UNESCO estimated that 1.57 billion learners in 191 countries worldwide had had their education disrupted. In response to this unprecedented crisis, the organisation issued a Call for Joint Action [4] to support learning and knowledge sharing through open educational resources. The call highlights the important role that OER can play in supporting the continuation of learning in both formal and informal settings, meeting the needs of individual learners, including people with disabilities and individuals from marginalized or disadvantaged groups, with a view to building more inclusive, sustainable and resilient knowledge societies.

This Call for Joint Action builds on UNESCO’s 2019 Recommendation on Open Educational Resources [5], which represents a formal commitment to actively support the global adoption of OER. The Recommendation recognises that

“in building inclusive Knowledge Societies, Open Educational Resources (OER) can support quality education that is equitable, inclusive, open and participatory as well as enhancing academic freedom and professional autonomy of teachers by widening the scope of materials available for teaching and learning.”

Open educational resources can also play an important role in addressing the key challenges facing Scotland in the coming decades; environmental, technological, social and economic change.

In the Scotland 2030 Schooling, Education and Learning Report [6], Scotland’s Futures Forum called for an education system of the future that engages with, challenges and influences all these changes, in addition to preparing young people for a world where fast-paced change will be the norm.

Without equitable access to diverse, customisable, high-quality educational resources there is a real danger that these changes will entrench, rather than overcome, existing inequalities. Access to open educational resources can help to dismantle the obstacles that prevent learners from accessing and participating in education and knowledge creation. Furthermore it is only through open and equitable access to education that we can ensure that every child can enjoy their rights enshrined in the United Nations Convention on the Rights of the Child [7], regardless of their ethnicity, gender, religion, language, or abilities. Ultimately, this is what knowledge equity and open educational resources are about; counteracting structural inequalities and systemic barriers to foster knowledge transfer, enhance quality and sustainability, support social inclusion, create a culture of collaboration and sharing, and enable learners to become fully engaged digital citizens.

  1. Scottish Open Education Declaration https://declaration.openscot.net/
  2. UN Sustainable Development Goal 4 https://sdgs.un.org/goals/goal4
  3. UNESCO Open Educational Resources https://en.unesco.org/themes/building-knowledge-societies/oer
  4. UNESCO Call for Joint Action: Supporting Learning and Knowledge Sharing through Open Educational Resources (OER) https://en.unesco.org/sites/default/files/covid19_joint_oer_call_en.pdf
  5. UNESCO Recommendation on Open Educational Resources https://en.unesco.org/themes/building-knowledge-societies/oer/recommendation
  6. Scotland 2030 Schooling, Education and Learning Report https://www.scotlandfutureforum.org/scotland2030-future-schooling/
  7. United Nations Convention on the Rights of the Child https://www.unicef.org.uk/what-we-do/un-convention-child-rights/

Openness, Precarity and Equity

As part of Open Education Week, the ALT Open Education SIG and Femedtech facilitated an asynchronous event Open Policy – Who cares?  The organisers invited provocations from members of the open education community in the form of Flipgrid videos and writings on femedtech.net. This Open Scotland contribution was written by Lorna M. Campbell. 


I’ve worked in the domain of open education for over ten years now and I passionately believe that publicly funded educational resources should be freely and openly available to the public.  In fact this is one of the founding principles of the Scottish Open Education Declaration.  When we talk about open policy the focus tends to be on “open” and “free”, however I think what is critical here is “funding”, because as we all know, open does not mean free. If we want to support the creation of open knowledge and publicly funded open education resources, then the education sector has to be supported by adequate funding and, perhaps more importantly, by equitable working conditions.  And this is where problems start to arise; at a time when casualisation is endemic in the UK higher education sector, too many colleagues are employed on exploitative precarious contracts.  This is why we are currently in a period of sustained industrial action that is protesting universities’ failure to make significant improvements on pay, equality, casualisation and workloads.  If you are a teaching assistant employed on a fixed hourly rate that doesn’t even begin to cover the preparation time for creating your teaching resources and lecturing materials, it’s hard to make the case, ethically and morally, that you should release your resources under open license, because you’re effectively giving your labour away for free, and very few marginalised workers have the privilege to be able to do that. So while I still believe that we do need more policy around open education, and that we have an ethical responsibility to make publicly funded educational resources available to all, we also need equitable working conditions that will enable us all to contribute to the shared knowledge commons.

Developing a Framework for Open Educational Practices at the University of the Highlands and Islands

Public Domain Image, Pixabay

The University of the Highlands and Islands (UHI) is a tertiary, geographically and digitally distributed university that comprises thirteen Academic Partners including FE and HE focused colleges, and specialist research institutes. Within the Highlands and Islands region, the university covers a geographic area that is approximately the size of Belgium and provides local access to Higher Education in geographically dispersed rural locales, and well as within the urban centres in the region. Due to our geographically dispersed nature we have a comprehensive and robust technology infrastructure supporting our learning, teaching and administrative functions.

Sharing and collaboration across the university is essential in the above context and this is achieved in many ways using a variety of technologies, some more ‘open’ than others. The UHI Toolkit, a lightweight repository using a restricted Dublin Core architecture is used for sharing learning and teaching materials internally; the streaming service is used for sharing lectures, webinar recordings and videos publicly (see here for an excellent keynote on open educational practice).

Open educational practice at the University of the Highlands and Islands is not new and indeed there has been activity in some areas in previous years with a well-established open access policy and institutional open access repository (PURE). In addition we are an active member of the OERu, were involved in Open Education Practices Scotland (OEPS) and colleagues are actively involved in the open Journal of Perspectives in Applied Academic Practice (JPAAP) as editors, reviewers and contributors . Other initiatives in the university such as the Jisc funded eTextbook Institutional Publishing Service (eTIPS) project, whilst focused on producing low-cost etextbooks, have provided us with processes and knowledge that are adaptable and will enable us to develop our open practice going forward.

Developing the framework

To focus, consolidate and enhance our open educational practice we are currently putting together a ‘Framework for the development of open educational practices’. The framework will provide a 3-year route map for increased activity in 6 areas:

  • Open textbooks
  • Open educational resources
  • Open pedagogic practices
  • Open learning opportunities
  • Open scholarship
  • Open educational research

Year 1 is now underway, kicked off on the 20th November with the ‘Open all ours’ event, a series of workshops and presentations including an excellent keynote by Lorna M. Campbell from the University of Edinburgh OER service. The focus of year 1 is on benchmarking, building relationships, raising awareness and undertaking the preparatory work for year 2. In Year 2 we will be implementing new systems and policies, running pilot projects and increasing the engagement with open practices across the 6 areas identified. Year 3 will evaluate the impact of years 1 and 2 and build on the initiatives and practices already established.

Pulling together the framework has been a learning experience, not least understanding the impact of all the relevant declarations, government policies and institutional strategies. Most readers will be familiar with UNESCO and the 2017 Ljubljana OER action plan and subsequent OER recommendation, perhaps less of you will be aware of the Scottish Funding Council’s (SFC) College and University Sector ICT Strategy 2019 – 2021 and fewer again of the University of the Highlands and Islands Learning and Teaching Enhancement Strategy (LTES). Each of these in their own way influence and support open educational practices across the university.

The university’s LTES has 12 values, one of which is ‘harnessing open education approaches’ with the aim of:

“Developing online and other open education practices and approaches to support and enhance learning and teaching, to use, create and share open educational resources, and to widen access to education including within our local communities.”

Reflecting on feedback from the first draft of the framework it is evident that the view from inside the institution differs in some ways from the external perspective. A simple example is the use of the word ‘delivery’ when talking about education. Until it was pointed out I hadn’t really considered the connotation, that of one-way traffic. Other areas where there were differences was in the breadth of coverage of open education and what definition to use, who should be engaged across the university (don’t forget the student body), the importance of collaboration and co-creation, whether we should have an institutional repository, quality assurance processes and the importance of staff skills to the overall success. Suffice to say it was worthwhile having internal and external reviewers as this has given a breadth and depth that may otherwise have been missing.

The framework has now been approved for distribution as a consultation document by the university Quality Assurance and Enhancement Committee and Academic Council and will be made available to the wider university body at the university learning and teaching conference on the 22/23 January 2020. Once fully accepted by the university we will of course publish it as an open resource under a Creative Commons license.

Author information: Scott Connor is the Educational Development Leader (Flexible and Open Learning) at the University of the Highlands and Islands Learning and Teaching Academy.

Action Lab on Open Education Policy Making: Open Scotland Update

This short update on open education developments in Scotland was recorded as part of the Action Lab on Open Education Policy Making led by Fabio Nascimbeni, Universidad Internacional de La Rioja, and Alek Tarkowski, Centrum Cyfrowe, at the OE Global Conference in Milan in November 2019.

Other resources shared during the Action Lab include:

  1. European Commission Report on Open Education Policies in all EU member states (2017) https://ec.europa.eu/jrc/en/publication/policy-approaches-open-education-case-studies-28-eu-member-states-openedu-policies
  2. OE Policy Forum report (2019) https://oerpolicy.eu/oe-policy-forum/
  3. Policy Registry of the OER World Map https://oerworldmap.org/resource/?filter.about.%40type=Policy&size=20
  4. Survey on Open Education in European Libraries of Higher Education by SPARC Europe https://www.surveymonkey.co.uk/r/8X3DFYW

UNESCO OER Recommendation Approved

Earlier this week at the CI Sector Commission of the General Conference, UNESCO Member States voted to adopt the UNESCO OER Recommendation. The Recommendation is a key mechanism towards achieving Sustainable Development Goal 4 on Quality Education. SDG4 aims to improve quality of life and access to inclusive education to help equip people with the tools required to develop innovative solutions to the world’s greatest problems. One of SDG4’s key targets is to:

ensure that all learners acquire the knowledge and skills needed to promote sustainable development, including, among others, through education for sustainable development and sustainable lifestyles, human rights, gender equality, promotion of a culture of peace and non-violence, global citizenship and appreciation of cultural diversity and of culture’s contribution to sustainable development

Building on the 2017 Ljubljana OER Action Plan, and the 2012 Paris OER Declaration, the new UNESCO OER Recommendation has five objectives:

  1. Building capacity of stakeholders to create access, use, adapt and redistribute OER.
  2. Developing supportive policy.
  3. Encouraging inclusive and equitable quality OER.
  4. Nurturing the creation of sustainability models for OER.
  5. Facilitating international cooperation.

The Recommendation acknowledges that:

the implementation of open licensing to educational materials Introduces significant Opportunities for more cost-effective establishment, access, reuse, re-purpose, adaptation, redistribution, curation, and quality assurance of those materials, including, but not limited to, translation to different learning and cultural contexts, the development of gender -sensitive materials, and the creation of alternative and accessible formats of materials for learners with special educational needs.

UNESCO’s Assistant Director General for Communication and Information, also announced the launch of a Dynamic Coalition for the implementation of the new OER Recommendation in order to promote and reinforce international cooperation.

The full text of the UNESCO OER Recommendation is available here: Draft Recommendation on Open Educational Resources and a press release can be read here: UNESCO Recommendation on OER.