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Report: Latin America and Caribbean Regional Consultation on Open Educational Resources

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Abstract and Figures

The World OER Congress 2012, organized by the Commonwealth of Learning (COL) and UNESCO with the generous support of The William and Flora Hewlett Foundation, led to the adoption of the OER Paris Declaration1 by delegates from 70 countries. At that time, the global open educational resources (OER) community focused on securing governmental support for OER. Since 2012, many governments and educational institutions have committed to policies in support of OER, and there is increased awareness and funding in many countries for the creation and distribution of OER. To mark the five‐year anniversary of the OER Paris Declaration, and to review the progress made so far, the Hewlett Foundation supported COL in organizing six regional consultations in collaboration with UNESCO, the Government of Slovenia, and other partners. These consultations will lead to the 2nd World OER Congress, which will be held in Slovenia in September 2017 and will be organized by UNESCO and the Government of Slovenia. The Latin America and Caribbean regional consultation provided a renewed commitment by the participants to develop policies around Open Educational Resources with the help of COL and UNESCO. The theme of the regional consultation was “OER for Inclusive and Equitable Quality Education: From Commitment to Action.” Latin America and the Caribbean have different priorities and needs, namely electricity, water and health. However quality basic education remains an important area to meet SDG4. The expected outcome of the meeting was to devise collaborative consensus‐based strategies to reach SDG4 building on the complementarity of the Latin American and the Caribbean nations. Held over two days, the workshop suggested examples and models available for mainstreaming OER in support of achieving SDG4. The agenda for the meeting can be found on the RCOER website (http://rcoer.col.org/).
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REPORT
Latin America and the Caribbean
Regional Consultation on
Open Educational Resources
OER for Inclusive and Equitable
Quality Education: From
Commitment to Action
Date: April 3-4, 2017
Venue: Golden Tulip Paulista Plaza, Sao Paulo, Brazil
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This report is made available under a Creative Commons Attribution 4.0 International (CC BY
4.0) License: https://creativecommons.org/licenses/by/4.0.
For more information contact:
COMMONWEALTH OF LEARNING
4710 Kingsway, Suite 2500
Burnaby, British Columbia
Canada V5H 4M2
Telephone: +1 604 775 8200
Fax: +1 604 775 8210
E-mail: rcoer@col.org
Project website: http://rcoer.col.org/
COL Website: http://www.col.org
Acknowledgements
This report was compiled by Mr Werner Westermann (wernerwestermannj@gmail.com), Jefe
Programa de Formación Cívica en Biblioteca del Congreso Nacional, Chile and edited by Dr Ishan
Abeywardena (iabeywardena@col.org), Adviser: Open Educational Resources, Commonwealth of
Learning, Canada.
The William and Flora Hewlett Foundation, USA funded this project generously as part of its
Education Grant.
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TableofContents
TableofContents.............................................................................................................................................................................3
Background.......................................................................................................................................................................................4
OverviewoftheLatinAmericanandtheCaribbeanRegionalConsultation................................................................................4
Goals............................................................................................................................................................................................4
Partners........................................................................................................................................................................................4
Participants.......................................................................................................................................................................................5
InformationBase..............................................................................................................................................................................5
MeetingProceedings‐Day1(April3,2017)....................................................................................................................................6
OpeningSession:Inauguration....................................................................................................................................................6
WelcomebyProfAshaKanwar,PresidentandCEO,COL.......................................................................................................6
RemarksbyProfTelAmiel,UNESCOOERChairandcohostoftheevent..............................................................................6
AddressbyMrsMargaridaSalomao,DeputadaFederal,Brasilia...........................................................................................6
RemarksfromMrJoeHironaka,OERProgrammeSpecialist,CommunicationandInformationSector(CI),UNESCOParis..7
RemarksbyMrGasperHrastelj,DeputySecretaryGeneral,SlovenianNationalCommissionforUNESCO...........................7
AddressfromMrsFernandaCampagnucci,representingMrAlexandreSchneider,SecretaryofEducationoftheSãoPaulo
localgovernment....................................................................................................................................................................7
TechnicalSessions........................................................................................................................................................................8
OverviewoftheRegionalConsultationsbyProfAshaKanwar,PresidentandCEO,COL.......................................................8
OERforequitableandqualityeducationbyProfTelAmiel,UNICAMPandUNESCOOERChair..........................................10
WhyOER?ChallengefortheFuturebyProfRoryMcGreal,UniversityofAthabascaandUNESCO/COL/ICDEOERChair....12
ChallengesinOERPolicyImplementationinLatinAmericaandCaribbeanbyMrWernerWestermannfromLibraryof
NationalCongressofChile....................................................................................................................................................13
GroupDiscussions......................................................................................................................................................................15
ExploringNationalOERPracticesviz.SDG4(FacilitatedbyDrPhyliciaMarshall,COLFocalPoint,Jamaica)........................15
StrategiesformainstreamingOER(FacilitatedbyMrJoeHironaka,UNESCO).....................................................................19
MeetingProceedings‐Day2(April4,2017)..................................................................................................................................22
TechnicalSessions......................................................................................................................................................................23
Overviewofthe2
nd
WorldOERCongress,MrGasperHrastelj,GovernmentofSlovenia....................................................23
DemonstrationoflatesttechnologiesandappsforOERbyDrMitjaJermol,UNESCOOERChair........................................24
GroupDiscussion.......................................................................................................................................................................25
IdentifyingConcreteActionforMainstreamingOERamongVariousStakeholders(FacilitatedbyDrIshanAbeywardena,
COL).......................................................................................................................................................................................25
ClosingRemarks..............................................................................................................................................................................26
Prof.AshaKanwar,PresidentandCEO,COL..............................................................................................................................26
MrJoeHironaka,OERProgrammeSpecialist,UNESCOParis.....................................................................................................26
FinalRemarks............................................................................................................................... ..............................................26
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Background
OverviewoftheLatinAmericanandtheCaribbeanRegionalConsultation
TheWorldOERCongress2012,organizedbytheCommonwealthofLearning(COL)andUNESCO
withthegeneroussupportofTheWilliamandFloraHewlettFoundation,ledtotheadoptionof
theOERParisDeclaration
1
bydelegatesfrom70countries.Atthattime,theglobalopen
educationalresources(OER)communityfocusedonsecuringgovernmentalsupportforOER.
Since2012,manygovernmentsandeducationalinstitutionshavecommittedtopoliciesin
supportofOER,andthereisincreasedawarenessandfundinginmanycountriesforthecreation
anddistributionofOER.TomarkthefiveyearanniversaryoftheOERParisDeclaration,andto
reviewtheprogressmadesofar,theHewlettFoundationsupportedCOLinorganizingsixregional
consultationsincollaborationwithUNESCO,theGovernmentofSlovenia,andotherpartners.
Theseconsultationswillleadtothe2ndWorldOERCongress,whichwillbeheldinSloveniain
September2017andwillbeorganizedbyUNESCOandtheGovernmentofSlovenia.
TheLatinAmericaandCaribbeanregionalconsultationprovidedarenewedcommitmentbythe
participantstodeveloppoliciesaroundOpenEducationalResourceswiththehelpofCOLand
UNESCO.
Thethemeoftheregionalconsultationwas“OERforInclusiveandEquitableQuality
Education:FromCommitmenttoAction.”LatinAmericaandtheCaribbean
havedifferentpriorities
andneeds,namelyelectricity,waterandhealth.Howeverqualitybasiceducationremainsan
importantareatomeetSDG4.Theexpectedoutcomeofthemeetingwastodevisecollaborative
consensusbasedstrategiestoreachSDG4buildingonthecomplementarityoftheLatin
AmericanandtheCaribbeannations.Heldovertwodays,theworkshopsuggestedexamplesand
modelsavailableformainstreamingOERinsupportofachievingSDG4.Theagendaforthe
meetingcanbefoundontheRCOERwebsite.
Goals
Themainobjectivesoftheregionalconsultationwereto:
ReviewtheprogressofOERsincetheWorldOERCongress2012;
IdentifystrategiesformainstreamingOER;
Agreeonactionpointsthatcanbepresentedatthe2ndWorldOERCongress;
ShowcaseinnovativeandpromisingpracticesinOERpoliciesandinitiativesinthe
region.
Partners
COLorganizedtheLatinAmericaandCaribbeanconsultationwiththecollaborationandsupport
ofthefollowingpartners:
UNESCO
UniversityofCampinas,Brazil
GovernmentofSlovenia
WilliamandFloraHewlettFoundation


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Participants
TheLatinAmericaandtheCaribbeanRCOERbroughttogethergovernmentofficialsandkey
stakeholdersintheregiontosharepolicyinitiativesandOERpractices,andtodiscussconcerns
andissuesformainstreamingOERtosupportinclusiveandequitablequalityeducation.Atotal
of32participantsfrom18countriesattendedtheconsultation.Anadditionaldelegationof29
fromBrazilparticipatedintheopeningsessionofday1.Thefulllistofparticipantscanbefound
ontheRCOERwebsite.
CountryNo.
participants
CountryNo.
participants
AntiguaandBarbuda1Jamaica1
Argentina1Mexico1
Belize1Slovenia2
Brazil10StLucia1
Canada1StVincentandthe
Grenadines
1
Chile1TrinidadandTobago1
CostaRica1Uruguay2
Grenada1Venezuela1
Guatemala1UNESCO1
Honduras1COL2
Amongtheparticipants,55%werefemaleand45%weremale.ParticipantscamefromSpanish,
PortugueseandEnglishspeakingcountries.Simultaneoustranslationserviceswereprovidedin
Portuguese,SpanishandEnglishthroughoutthemeetingtoensurethateveryonehadavoice
andwerewellunderstood.
InformationBase
COLhaspublishedabackgroundpaperandisintheprocessofcollectingdatatopreparethe
WorldOERReport,whichwillbepresentedduringthe2ndWorldOERCongress.Therelevant
informationareasfollows:
BackgroundPaper:RegionalConsultations;
AgovernmentsurveysentbyMemberStatesofCOLandUNESCO(availableinEnglishand
French)whichwasalsodistributedtoparticipantsintheroomtofillinmanuallyin
Portuguese,SpanishandEnglish.Thelistofcountrieswhohaverespondedtodatecanbe
foundontheRCOERwebsite;
Astakeholdersurvey,whichCOLpostedonlineatandpublicizedviasocialmedia;
TheOpenEducationalResourcesintheCommonwealth2016surveyandreport;
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MeetingProceedings‐Day1(April3,2017)
OpeningSession:Inauguration
WelcomebyProfAshaKanwar,PresidentandCEO,COL
ProfessorAshaKanwarextendedaverywarmwelcometo
theparticipantsofthefifthOERregionalconsultationand
thanked,onbehalfofCOLandpartners,ProfessorTelAmiel,
UNESCOOERChair;UniversityofCampinas(Unicamp);and
UNESCOBrasiliaofficialsfortheirsupportinorganizingand
cohostingthisgatheringinSaoPaulo.Further,shethanked
allthedelegatesfortheircommittedandactiveparticipation
intheRCOERprocess.ProfKanwarreaffirmedtheobjectives
ofthemeetingbyencouragingtheparticipantsto
collaborativelydevelopaconcretesetofactionsfromLatin
AmericaandCaribbeantobeaddedintotheglobalreport
whichwillactasinputstothe2
nd
WorldOERCongresstobe
heldinSlovenia,September2017.
TranscriptavailableasOERontheRCOERWebsite.
RemarksbyProfTelAmiel,UNESCOOERChairandcohost
oftheevent
ProfessorAmiel,fromUniversityofCampinas(Unicamp)
warmlywelcomedallparticipantstoSaoPaulo.He
appreciatedCOLandallRCOERandvoicedaspecial
thankstoPriscilaGonsalesandDéboradaSilvafrom
InstitutoEducadigital/OERBrazilforthesupportin
organizingtheevent.
AddressbyMrsMargaridaSalomao,DeputadaFederal,Brasilia
MrsSalomaoremarkedthatthereismuchinterestinthisevent
asawaytoreinforcestrategiestomainstreamOER,and
speciallytoovercomemuchresistancefromcommercial
publishersofeducationalresourcesthatlobbyagainstOERand
openlicensing.Shementionedthatthere’sabilltobe
discussedthisyeartoopenlylicenseallpubliclyfunded
educationalresources.
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RemarksfromMrJoeHironaka,OERProgrammeSpecialist,
CommunicationandInformationSector(CI),UNESCOParis
Mr.HironakaidentifiedOERasamultilingualassettobe
modifiedandadaptedtodifferentcontextandterritories,like
theonesbeingrepresentedbytheparticipants.Hethanked
COL,partners,cohostUnicampandthethreeUNESCOOER
Chairsgathered.OERwascoinedasaconceptinaUNESCO
engagementandexchangemeetingbackin2002,which
broughttogetherpolicymakers,practitionersandthought
leaders,inthesameformatastheseregionalconsultations.He
furtheraddedthatOERareintheprocessofbeing
mainstreamedandcancontributeaddressingthechallengesof
theSDGsleveragingontherapidgrowthofmobiledevices
increasingaccessandconnectivitytodigitalspace.
RemarksbyMrGasperHrastelj,DeputySecretaryGeneral,
SlovenianNationalCommissionforUNESCO
Mr.Hrasteljbeganbyexpressinghisappreciationtoeveryone
playinganactiveroleinpreparingforthe2
nd
WorldOER
Congress;ProfessorKanwarandtheCOLteam;partners;and
localcohostUnicamp.HewasconfidentthatSloveniawould
managetheupcomingcongresswell,asthereispoliticalsupport
fromtheSloveniangovernmentandfinancialsupportfrom
donors.Thecongress,hesaid,wouldmovefromcommitments
madeinthe2012ParisDeclarationtoestablishingaplanof
actionforinternationalcollaborationinOER.Heextendedthe
country’sinvitationtoparticipantstoattendthe2017congress.
AddressfromMrsFernandaCampagnucci,representingMr
AlexandreSchneider,SecretaryofEducationoftheSãoPaulolocal
government
ShewelcomedeveryonetoSaoPauloandremindedtheprocessof
passingthe2012statebillthatstatedalleducationalresources
publiclyfundedmustbeopenlylicensed.OERisconsideredtobe
muchalignedwithpromotinginnovationandaneweducation
cultureofsharingandknowledgebuildinginBrazil.Sheaddedthat
thiswasespeciallychallenginginthecontextofSaoPaulowhichhas
arigidnormativesystemwithmorethana1millionstudentsand
80,000teachers.
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TechnicalSessions
OverviewoftheRegionalConsultationsbyProfAshaKanwar,PresidentandCEO,COL
ProfessorKanwarhighlightedtherichtraditionofeducationintheregionrememberinginspiring
andinfluentialthinkerssuchastheBrazilianPauloFreire.
SherecalledthemissionofCOL,layingemphasisthatCOLbelievesthatlearningmustleadto
sustainabledevelopment.SustainableDevelopmentGoal4wasechoedinthediscourseand
reportedthatmanycountrieswouldfallwaybehindthe2030targetbasedonstatistics.Assuch,
innovativeapproachesareinstrumentaltoachievebothspeedandscale.Alongside,shestated
thatOERhasatremendouspotentialforincreasingaccessandmitigatingthecostofquality
education.ProfessorKanwaracclaimedthatCOLhasbeencloselyassociatedwithopenlysharing
educationalmaterialsevenbeforethecreationoftheterm“OER”in2002.Shehighlightedthe
availabilityofnationalorregionalOERpoliciesinMexico,Brazil,TrinidadandTobago;andlocal
governmentOERpoliciessuchasthebillpassedinSaoPaulobackin2012.
Sheremindedthattheemphasisofthe1
st
WorldOERCongressin2012wasonGovernmentsand
policieswhilecommitmenttostakeholders,strategiesandconcreteactionisthefocusforthe2
nd
WorldCongress.
ProfKanwarpresentedanoverviewofthesurveyscurrentlyinprogresstoprovideacontextfor
detaileddeliberation.Shesharedtheprocessesbehindtheregionalconsultationsandthe
surveys,andsharethedataanalysedasofFebruary5,2017.Duringherpresentationshealso
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providedanoverviewofthediscussionsintheAsia;Europe;MiddleEastandNorthAfrica
(MENA);andAfricaregionalconsultations.
Shehighlightedthatthiswasaworkinprogressandwhatweseetodayisonlythetipofthe
iceberg.Earlyfindingssuggestthat41ofthe70respondentsbelievethatthereareOERpolicies
intheircountries.ThemajoritybelievedthatthereisOERpolicyatthenationallevel—29as
comparedtothelistof25nationalandprovincialpolicieslistedintheCreativeCommons
website.ThiswasfollowedbyinstitutionalandthenprojectrelatedOERpolicies.Morestatistical
detailscanbefoundinthepresentationslidesandtranscript.
Itwasalsomentioned,officialsbelievedthatOERcanprovidemoreflexiblelearning
opportunitiesforenhancedaccess.Improvementinlearningoutcomesandreductionincosts
wereseenastwootherkeybenefits.BarrierstotheuseofOERincluded:insufficientquality
content,lackofcapacity,andlackofappropriatepolicies.Officialsalsobelievedthatweneeded
morecrediblebusinessmodelsforconvincingministersandpublishers.Languagecontinuesto
beabarriertoreachingtheunreached.ShealsoaddedthatCOLhadreceived600responsesfrom
stakeholdersat22ndMarch.ThemaximumresponsesreceivedwerefromAsiaandthePacific
followedbyEuropeandNorthAmerica.57%maleand43%female.
Prof.KanwarindicatedthatCOLwillcontinuetocollectdatatill15June2107.Thedatawillbe
usedtopreparetwodocumentsnamelyGlobalOERreportandsynthesisoftheconcreteactions
recommendedfromalltheregionalconsultations.ProfessorKanwaremphasizedthatboththese
reportswillsuggestwaysinwhichthecommunitycancontributetopromotetheuseofOERfor
inclusiveandequitablequalityeducationwhilecollectivelymovingfromcommitmenttoaction.
ProfessorKanwarconcludedwiththeprincipalremarksfromthepreviousregionalconsultations,
what’sbeentheprogresssincethelastOERWorldCongressin2012andhighlightingthefuture
challengesforOERpolicymakinglikeevidencebasedadvocacy,morecapacitybuilding,targeted
interventionsandstrengtheningcollaborations.
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OERforequitableandqualityeducationbyProfTelAmiel,UNICAMPandUNESCOOERChair
ProfessorTelAmielstatedthatLatinAmericaandtheCaribbeanareintheearlystagesof
adoptingOERandquestionedthecausesofthisdelayeduptakeinregion.Inhisexperience,he
attributedthistolackofvisibilityandalackofmobilization/articulation.
Relatedtovisibility,thereisachallengetoexposemoreandbetterOERinitiativesfromtheregion
likethehighereducationopentextbookinitiativeLATin,fundedbytheEuropeanCommission
thatgathered12countriesoutofwhichninewerefromLatinAmerica.OneofLATin’sstudies
remarksthat“oneofthereasonsforthehighcostsofTextbooksisthatasignificantpercentage
arecreatedoutsidetheregionbynonLatinAmericanauthors”.Thetextbookisarelevantissue
wherenationalprocurementschemesoftextbooksandbooksrespondtoaconsumptionmodel
ofthepublishingmarket.Thisisaparadigmanchoredinprintedtextsproducedbyanindustry
whosepurposeistogeneratecapitalandnotnecessarilyensureabenefittobroaderforsociety.
AlthoughthisissueisacontextofopportunityforOER,it’simportantthatOERrecognizesrisks
likereproducing(orevenreinforcing)existingsocialinequalitiesoromittingthelanguagefactor.
Otherkeyissueisdifferentiatingbetweentheterms"Open","Free/Libre"and"Freeofcost"
whicharewidelyusedwithconfusion.However,themainissuearoundvisibilityisgivingvalueto
existinginitiativeswhichaimtosupporttheeducationcommunitytofindthoseresourcesand
materialsthatmeettheirneedsforteachingandlearningthroughaspecializedtools.
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InBrazil,twoexperiencesarehighlightedbyProfessorAmiel:
EduCAPESisarepositoryofOERandcoursewareofferedbytheOpenUniversitySystem
ofBrazilUAB,throughitsDirectionofDistanceEducationDED.EduCAPESisaportalof
openlylicensededucationalobjectsforusebystudentsandteachersofbasic,upperand
postgraduateeducationwhoseektoimprovetheirknowledge.
CiênsaçãowaslaunchedwiththesupportofUNESCOBrazilin2015,asaninitiativeto
promotepracticalexperimentsinpublicschoolsinBrazil.Sincethen,agroupof
volunteershavedeveloped,tested,photographedandrepeatedlyreviewedmorethan
100experiments(licensedwithaCreativeCommonsBYSAlicense).Theseexperiments
havebeentranslatedintoPortuguese,SpanishandEnglishandpublishedonthissiteso
thatteachersthroughoutLatinAmericacanbenefit.
Regardingmobilization/articulation,theOERinitiativesoftheregionneedtobeidentified.An
exampleistheOERWorldmapwhichtriestomapOERrelatedactivitiesregionallyandglobally.
Ineachcountrythereisa“countrychampion”thatimplementsandsupportsentrieswith
informationcollectedonpeople,organizations,services,projectsandeventsrelatedtoOER.
However,intheregionthereareonlytwocountries(BrazilandChile)withcountrychampions.
AnotherimportantspaceforarticulationistheLatinAmericanNetworkofEducationalPortals
RELPE.Itcomposesofeducationalportals(autonomous,national,publicserviceandfree)
designatedforthispurposebytheMinistryofEducationof16LatinAmericancountries.The
networkhastheintentiontoexchangecontentdevelopedbymemberportals,jointproduction
andthegenerationofcommonrepositories.However,ithasn’tconsideredopennessasawayto
promotetheirmission.Inotherinstance,theRedIberoamericanNetworkforEducational
RepositoryUsabilityRIURE,whoseobjectiveistoimprovetheusabilityofEducational
Repositoriesallowingmoreintuitiveandsimplesearches,runsanOERworkshopwhichisoneof
thefewOERrelatedeventsintheregion.
AnotherexampleofarticulationistheOpenEducationInitiativethatbringstogetherproductions
andprojectsoftheUNESCOChairinOpenEducationandtheEducadigitalInstitute,which
promotethethemeinBrazil.Theworks,involvingacademicresearch,publications,production
ofresourcesandrepositories,aswellasfacetofaceanddistancelearning,havebeendeveloped
bythepeopleofthetwoinstitutionssince2007.ProfAmielconcludedbypointingtotheemail
listofthisinitiativeasagoodnetworkingopportunityforstakeholdersintheregion.Theslides
ofthissessionareavailableasOERontheRCOERwebsite.
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WhyOER?ChallengefortheFuturebyProfRoryMcGreal,UniversityofAthabascaand
UNESCO/COL/ICDEOERChair
ProfMcGrealstartedbyhighlightingoneofthebiggestchallengesforthe21stcenturyforall
countries:itisestimatedthatby2025therewillbe98millionnewstudents.Tomeetthis
projectiontherewouldbeaneedtobefournewtraditionaluniversitiesopenedperweek.He
mentionedthatidentifyingnewandinnovativewaysofteachingandlearningtomeetthis
demandisoneofthemissionsoftheOERChairsfromdifferentinstitutions(UNESCO,ICDE,COL)
allovertheworld.Tomeetthischallenge,theInternetisconsideredthebiggestcommons.
ProfMcGrealgoesbackintohistorytoquestiontheprotectiveandrestrictivenotionofCopyright.
Copyrightwasinstitutedto“encouragelearning”and“promotetheprogressofscienceandthe
usefularts”,notspecificallytoprotecttherightsoftheauthor.Hedrewfrommanyhistoric
examplestohighlighthowtheconceptofcopyrighthasevolvedtothepresentdayapplication.
ThenheexploredOERviz.copyright.
OER,understoodastechnologyenabled,openprovisionofeducationalresourcesfor
consultation,useandadaptationbyacommunityofusersfornoncommercialpurposes”,clashes
againstthisunbalancednotionofCopyright.Copyrightchallengesthegranularnatureoflearning
objectsanditspossibleeducationaluseforreusing,revising,remixing,redistributingand
retaining.Copyrightisanobstacletoassembleor“deboning”OERincourses,especiallyfore
learningsettings,withdigitaltechnicalrestrictionsastheDigitalRightsManagementDRMor
DigitalLicensesthatrestrictsuserstocopy&paste,annotate,highlight,texttospeech,format
change,print,movegeographically,useafterexpirydateor,even,resell.DRMevenchallenges
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thenotionofpropertyitselfastechnicalrestrictionsinvolvingoperatingsystemsofdigitaldevices
evenrestrictingaccesstoyourownproperty(device)basedoncopyright.
Dr.McGrealendedbyinvitingtheparticipantstovisitvariousopeninitiativeslikeOERKnowledge
Cloud;theGlobalOERGraduateNetworkforPhDstudentwhoworkonOERorOpenEducation;
andtheOERUniversity.MoredetailsonProfMcGreal’ssessioncanbefoundasOERonthe
RCOERwebsite.
ChallengesinOERPolicyImplementationinLatinAmericaandCaribbeanbyMrWerner
WestermannfromLibraryofNationalCongressofChile
MrWestermannpresentedtwocasesfromtheeducationalcontextinChile.Thefirstisrelated
toaMinistryofEducationICTprogramforK12schoolsthroughtheuseofpersonalized,web
basedcontent/assessmentplatformsforMathandEnglish.Theinitiativethatinvolvedthirdto
eighthgradestudentsinpublicfundedschoolscostedmorethanUSD$2million,mostlyrelated
toproprietaryindividuallicensesoftheusersubscriptionwebservice.Anevaluationreportof
theinitiativefoundthat:
Analyticsoftheplatformsreportedthatusebystudentswasnearzero.
Correlationbetweenthesubjectandthestandardizednationaltestswasalsocloseto
zero.
Accessibilityissuesrosebecauseoflicensingrestrictionsdisruptingthepossibilityof
personalizedmonitoring.
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ThisProgrammeceasedoperationsatthebeginningofthe2014schoolyearbecauseofits
ineffectivenessinlearningandteachingprocess.
ThesecondcaseisrelatedtopublictextbookprogramofMinistryofEducationthatspendseach
yearUSD$53Millionwheretwoforeigncompaniesdominate80%ofthatsharemainlydueto
publicbidsintegratingContentdevelopmentPrintingDistribution.Astudyhasshownhow
publicandprivatemarketplacedonotencouragecompetitionforbetterqualitycontentand
products.
MrWestermannpointsoutthatbothcasespresentanopportunitythatOERcanimprovethe
impactofthefrustratedwebbasedplatformexperienceandhelpfixacorruptedandbroken
publictextbookmarket.Thesetwocasesalsoshowthatoneofthechallengesatthepolicylevel
istoapproachtoday’seducationalchallengeswithspecific,pragmatic,sustainablesolutionsat
differentlevelsguidedbytheOERprinciplesandopenpractices.
Regardingcapacitybuildingforalleducationstakeholders,amajorchallengeistoadvocateon
benefitsandpotential,aswellasrisksorbarriers,ofOpennessineducationalprocesses.This
focusontheoutcomesoftheeducationalprocessispartofamaturityoftheprocessofhow
opennessimpactseducation.Thereisagrowingbody“OpenEducationalPractices”and“Open
Pedagogies”emergingthroughtheopenuseofdigitaltechnology,atruereflectiononhow
opennesscatalyzesinnovation.MrWestermannprovidedmanysuccessandalsofailurestories
fromChileandtheregiontostrengthenhisargument.
ResearchisalsoanimportantassetforOERadvocacyandpolicymaking.Thereisagrowingbody
ofresearchevidenceandrecommendationsontheprocessofadoptionandimpactoftheuseof
OERineducationalsettings.Thelastissueforaroundcapacitybuildingforalleducation
stakeholdersistheneedtobuildacompellingandencouragingnarrativeofthebenefitsand
potentialofOER.AgoodexampleistheOpenWashingtonOERNetworkthatprovidesnotonly
videosfeaturinggrassroot,onthefield,enduserpracticesintheuseandimpactofOERbutalso
policyvideoswhereinterviewswithexpertsinvariousareasofOERarewovenintoaseriesof
multimediapresentationsonOpenEducationpolicystrategy,implementation,andvision.More
detailsofMrWestermann’spresentationareavailableontheRCOERwebsite.
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GroupDiscussions
ExploringNationalOERPracticesviz.SDG4(FacilitatedbyDrPhyliciaMarshall,
COLFocalPoint,Jamaica)
Thissessionaimedtoidentifythecurrentstateofplayintheparticipating
countrieswithrespecttoallactivitiesOER.DrMarshallframedthediscussion
basedonthefollowingguidelines:
DoesyourcountryhaveanOERPolicy?IsitNational,Institutionaloroperatingasa
Project?
WhatactivitieshaveyourcountrybeeninvolvedintobuildcapacityforOER?
TowhatextentisyourGovernmentinvolvedinthefundingofOER?Istherefundingfrom
theprivatesector?IsOERfundedthroughaProject?
WhoarethestakeholdersinOERinyourcountry?Dotheyhavethenecessaryskillsto
access,useandshareOER?
WhatskillsarerequiredtoimproveOERuseinyourcountry?
WhatisyourcountrydoingtodevelopandpromotetheuseofOERinyourcountry?
Aretherespecificpoliciesfordifferentlevelsofthesystem?
AllthediscussionswerecollaborativelyrecordedbytheparticipantsusingaGoogledocinreal
time.Thefollowingisasummaryoftheactivitiesidentifiedforeachcountry:
AntiguaandBarbuda
ICTpolicyspeaksofprovisionofinfrastructureforOER
ProductionswithgovernmentfundsshouldbeCClicensed
Teachertraininginitiative.OERtextbooksonentrepreneurship‐monitoringand
evaluatingetextbook;createdetextonOER.CreatedspaceonISKMAvetcontent.
COLfundingOER,trainingfordevelopmentinOER
SometeachersreceivedtrainingonOER
Belize
ProjecttocreateOER/Notesmaster
Workshopsformanagers(lastweek).TeacherstrainingforNotesmaster.
WorkingwithCOLtogetfunding.
Stakeholders:teachers,students,parents,university,business,ministryofeducation
Someskillsbutmoreworkisrequiredforuse,developmentandsharingOER
Brazil
LocalGovernment(Municipio)ofSãoPaulothatpromotethecreationofopen
content.
16|Page
PlanoNacionaldeEducação(20142014)mencionaREAparamelhoriadoensino
básico.ConselhoNacionaldeEducaçãoincentivaREAnaEducaçãoaDistância
(ResoluçãoCNE/CES1,de11demarçode2016).
CAPESisafederalprogramfromtheMinistriesofEducationandScienceand
Technology,topromoteprofessionaldevelopmentforteachinginHigher
Education.CAPEShavetheinstitutionalmandatetoloadtheOERandresearch
findingsintherepositoryeduCAPES.
PreviousprojectshavefundedOER(Condigitais/MEC/Federallevel)
Canada
Nocountrypolicy,butinitiatives
MOUamongthreeprovincessupportingOER,15milliondollarsforOER(manyopen
textbooks;Ontario).2milliondollarstocreateawarenessforbuildingOER.20
textbooks.
Nothingatthebasiclevel.
Chile
OpenDatapolicyfromCONICYT,governmentalinstitutionthatsupportsresearchin
highereducation.
Grenada
OERPolicy:
GrenadadoesnothaveanationalOERPolicy.However,thereisadraftnationalICTin
EducationPolicy.TheMinistryofEducation,HumanResourceDevelopmentandthe
Environmentintendstohostconsultationsonthedraftandsubmitthesameto
Cabinetforapprovalinthenextbudgetarycycle.
ActivitiesGrenadahavebeeninvolvedinforCapacitybuilding:
o Trainingoften(10)teachersandone(1)CurriculumDevelopmentOfficer
(Mathematics)inthedevelopmentofOERcontentmaterials.Thiswasdone
withtheassistancefromaCOLexpert.
o DevelopmentofOERMathematicsmodulesforForms1and2,the
developmentofSciencemoduleswillfollow
o Trainingoftwotertiarylecturersinthedeliveryanddevelopmentofonline
materials
o Usingtheelearningplatformsforcoursedeliveryatthetertiary(Post
secondary)level
Guatemala
NondeclarativeOpenAccesspolicyforK12,whereyoucanonlycopyanddistribute
contentandresources.
17|Page
Honduras
IntheumbrellaofthenewLawofEducationin2012,openissueshaveappearedin
collaborationwithothercountries,forexampleMéxico.
Mexico  
MexicoXisfederalfundedMOOCsplatform,whichpartnerswithhighereducation
institutionswherethecourseshavetherequirementtobeopenlylicensed.
OpenAccessLegislationinMexicoapprovedbyCongressin2014,allowsfreeaccess
toscientificandacademicworksmadepossiblebypublicfunding
Privateinstitutionshaveplayedstrongrole,liketheTechnologicalInstituteof
Monterrey.TheTEMOAprojectisarespositoryhubforOER,speciallymobiledevices,
andtheyhaveformalizedOERinteachertrainingandopenguidelinesforcontentand
resourcepublishing.TelComcompanieslikeTELMEXhassupportedopenaccess
initiatives.
TodalaUNAMenLínea(http://www.unamenlinea.unam.mx/AllofUNAMonline)is
anopenaccess/OERinitiativerunningfrom2012.
OpenGovernmentPartnershiphasspreadthewordaroundOpen,promoting
initiativesREMERI(http://www.remeri.org.mx/)federatednetworkofhigher
educationinstitutionalrepositories,anditrepresentsMéxicoinLAReferencia.
RepositorioInstitucionalTecdeMonterrey(https://repositorio.itesm.mx/ortec/)
REDALYC(http://www.redalyc.org)isascientificacademicjournalwithanopenaccess
policy.
StLucia
NoNationalOERpolicycurrentlyexists.AnewICTinEducationPolicyandStrategic
PlanthatisexpectedtobecompletedinMayof2017willincludeOERPolicyforthe
educationsystem.TheUniversityoftheWestIndiesOpenCampuswhichhasabasein
St.Lucia,hasinstitutionalOERpolicyinplace.
CapacitybuildingforOERinclude:
o UseofOERtrainingforcoursewriters
o UseofeLearningPlatformtrainingfortertiaryeducators
o DevelopmentofOERtextbookforgrade5Mathematics
o DevelopmentofOERTVETcourses
GovernmentprovidesnofundingforOERdevelopment.TheCaribbeanExaminations
CouncilisaimingtoworkwithSt.LuciatodevelopOERforModernLanguagesfor
theirNotesMasterplatformhowever,nofundingisproposed.AmajorTelecoms
companyDigicelhasintroducedtheirownplatformstoschoolstobeusedfreeof
cost.TheothermajortelecomproviderFLOWalsohasaplatformthattheyarehoping
tointroducetoschool.Sofar,allOERprojectsinSt.LuciahavebeenfundedbyCOL.
ThereisroomhowevertoengagemoreprivatesectorpartnersindevelopingOER.
ThestakeholdersincludetheMinistryofEducation,Teachers,SchoolLeaders,Parents,
theprivatesectorandparents.ICTIntegrationskillsareaprerequisiteforadvancing
skillsinuse,adaptationandsharingofOER.Trainingmustbeprovidedforteachers
18|Page
andschoolleadersinOERdevelopment,coursedevelopmentandeTutoring.Parents
alsowouldbenefitfromtraininginaccessingOERmaterials.
StVincentandTheGrenadines
NoOERpolicy,butICTpolicy.WorkingwithCOL.Distancelearningpolicy(NTRC)‐
MinistryofEducationintransition.
UsingNotesMasters
TrinidadandTobago
ICTPolicywillincludeOER,comingintoeffectsoon.OpenandDistanceLearning
Policycalledopen+flexibleednetworkatthetertiarylevel‐aproposedmodel.
ProposedresourcesonNotesMasters.Teachertrainingtocreatematerials.Workshop
comingsoononOER.
COLandMinistryofEducationarecollaboratingonaprojectusingAptus.
Uruguay
CEIBALproject
o Usee‐learningplatformsinprimaryandsecondaryeducation(PlanCeibal)
o Usee‐learningplatformsatUniversity(EVAplataformadeaprendizajevirtual)
o ApprovedalawprojectinSenate(notinDeputies)openauthorexemptionsfor
education
InvolvementofGovernmentintheOERFunding:
o NofundingisreceivedfromeithertheGovernmentorprivatesectorforOER.
However,wereceivesupportfromCOL.
Necessaryskillstoaccess,useandshareOER:
o UnequaldistributionofICTskillsandsosomepersonswillhavetheskillsto
access,whileothersmaynotnecessarilyhavetheskills.
Venezuela
NoOERpolicy.Differentstatefundeduniversities(UniversidadCentraldeVenezuela‐
saber.ucv.ve,UniversidaddeloslosAndes‐www.saber.ula.ve,SimónBolívar)have
complied(nonobligatory)anduseoftheopensourcerepositoryDSpace.They
subscribetheLatianamericanRepositoryLAReferencia(http://www.lareferencia.info).

19|Page
StrategiesformainstreamingOER(FacilitatedbyMrJoeHironaka,UNESCO)
ThesessionaimedtoidentifytheenablersandinhibitorstomainstreamingOERwithrespectto
fivekeyaspectsidentifiedattheUNESCOOERroadmapmeeting.Thefollowingisasummaryof
thepointsidentifiedbyfivegroupswhoworkedononeaspecteach:
1. Capacityofuserstoaccess,reuse,andshareOER
Challenge:Access.Getconnectivity.Homesandcellphones.
o Solution:Deliveryoffline(E.g.COLAptus).MakesureOERareaccessiblethrough
differentdevices.DiversityandflexibilityofOERmeans.
Challenge:Gapbetweenprofessorandstudentsinaccesstodevices
o Solution:Accesstotechnology,learningtousecomputers.
Challenge:Teachers’capacitytounderstandhowOERcanenhancetheirpracticeand
theirabilitytouseit.Understandbenefitsoftechnology;technicalandpedagogical
capacity.
o Solution:OERforteachertraininganddevelopment.Incentivesfor
professors.Moveasmasterteachers.Createavenuesforprofessorstoevolve.
Challenge:Howtodocumenttheprocessofusing/reusingOER.
o Solution:Bettermetaanalysisanddatamining.Encouragebestpracticesin
creatingOER,includemetadata.
Challenge:Lackofcoherenceincurriculumstoworkcollaboratively.Sharingisnot
encouraged,assessmentsareindividual.
o Solution:Beexamplesofopennesswithpractice.Workcollaboratively.Create
jointventureswithotherinstitutions/organizations.
Challenge:Currencyofresources
o Solution:Encourageteacherstokeeptheirresourcesupdated.Includeabutton
toletuserspointoutifmistakesarefound.Giveincentivestoteachersthatare
active.
Challenge:OERasalternativecontent
o Solution:IncorporateOERasintegralelementofcurriculum,notasplanB.
2. Languageandculturalbarriers
Alotoftimewasspendtryingtounderstandwhatthebarriersto“mainstreaming”ofOERwould
mean.Oneunderstandingoftheword“barrier”wouldbesimplythatlanguagebarriersimpede
theadoptionofcontentinanotherlanguage.Thiswouldberemediedwithmachinetranslation,
whichisadvancingrapidly.
Aconsensusthatemergedduringthediscussionswasthat:
ThedominanceofEnglishlanguagecontentisaproblem;
FormainstreamingOER,anecessaryconditionistofindmechanismsforthecreationand
adoptionoflocallanguageOER,aswellascontentappropriatetolocalculture.
Therewasnoconsensusaboutthemoregeneralview,expressedbyoneparticipant,thata
culturalbarriertoOERmainstreamingwouldberesistanceofthesamesortasthatagainst
“globalization”ingeneral,theidea,maybemisguided,thattheOERmovementrepresentsa
20|Page
globalliberalconsensusimposingitswillonweakerlocalcultures.Onthisview,theOER
movementisurgedtocarefullyweightheadvantagesanddisadvantagesofpoliciesandproject
thatimpose“global”standardsinatopdownway,comparedtoonesthatfosterautonomyof
andrespectforthepracticesoflocalcommunitiesofstudents,teachersandparents.
OneadvantageisthatwhenwearespeakingofOERwearespeakingofresourcesbasedondigital
technologies,sinceOERsaremostlydigitalresources,thenwecanusemanytechnologiesthat
overcomethelanguagebarrier,suchasonlinetranslationsystems,fortextdocuments,sounds
andvideos.
Anotherideaistobeabletoempowerthemainactorsandteacherssothattheycandevelop
theirownresourcesfortheiraudienceintheirownlanguage,understandingthattheycould
servealargeraudienceintheirownlanguage.
Forexample,todevelopOERfor590millionSpanishspeakers,wecouldtrainmanyOER
developersandcreators,andnotnecessarilyimportotherresourcesinforeignlanguages.
Inrelationtoculturalbarriers,theremaybedifferentstrategiestoovercomethisbarrier.Oneof
them,thecollaborativedevelopmentofOER,wherecollaborativeproductionallowstojoin
effortsfortheproductionofdigitalcollectionsformultipleeducationalinstitutionslocatedin
differentcommunities,citiesorcountriesoftheworld.
3. Ensuringinclusiveandequitableaccesstoqualitycontent
Acleardefinitionofinclusiveandequitableeducationisneededbasedontheresources
availableorlack.Thedefinitionhastocastabroadnet;Hastotakelanguageandculture
intoconsideration;
Disabilitiesandtherequiredresourcesforeducationneedtobetakenintoconsideration
whenmainstreaming;
Allocationofbudgetsforincludingdisabledstudentsintomainstream;
CollaboratewithbandwidthprovidersthroughPublicPrivatePartnerships(PPP)to
provideincreasedaccess;
Accessdoesn’tensureequity;
BasedontheIncheondeclaration,governmentshavetohaveasystematicapproachto
achievingSDG4‐“Werecognizethatthesuccessofthe2030educationagendarequires
soundpoliciesandplanningaswellasefficientimplementationarrangements.Itisalso
clearthattheaspirationsencompassedintheproposedSDG4cannotberealizedwithout
asignificantandwelltargetedincreaseinfinancing,particularlyinthosecountries
furthestfromachievingqualityeducationforallatalllevels”;
Hitandruninterventionsarelesssustainableandhaslessimpact;
Increaseequitystartingwithbasiceducation;
Increasedteachertraining;
Providetoolstocreateowncontent;
Qualityassurance;
21|Page
Createnetworkforsharingcontentandbuildawarenessregardingthatnetworks;
4. Changingbusinessmodels
Priscilla:PublishingabookOpenEducationasOpenInnovation(Chessbrook)asawayto
insertinstitutionsindigitalculturethatpromotesopenbusinessmodelsasmixed
models,remixedOERaccompaniedbyservices,anddonations.
Stavros:TraditionalFormaleducationalinstitutionshaveovershadowedOpenEducation
movement:Closed,facetoface,OERonlyfortheirnetworks.Advocateprivatehigher
educationinstitutions.Callsonfreemiummodel,amixedmodeltypebutwith
supplementaryandnotadditionalservices,especiallyprivateinstitutions.Private
companiescandevelopcurriculaandthenliberatingthecontentasSocialSponsorship
model,especiallyTelecomcompaniesthatcanuptaketheconnectivityaccessissuesin
developingcountries.
Rory:FocusonOERandchangeitsbusinessinatopdownapproach.90millionson
textbooksinCanada,someareoldandoutdated,butchangingthesuppliersandreplace
publicinvestmentinschools(endusers)byapublicfund.MandateforCCBY,not
avoidingcommercialparticipation.Thereareculturalfactorsofresistancefromthe
commercialpublishersandalsotheauthorsfromspecializedinstitutions.
Crowdfundingandphilanthropyfundingcanbecomplementarybutnotthecorefunding,
there’salotofproblemsrelated.
Weneedaverystrongmarketingandvisibilityanddissemination,wedonotdefine
businessmodels.Differentiatetheresourcesinsearchenginesdiscoverability,lookingto
find.1%Businessmodelforbigcountries.
5. Developmentofappropriatepolicysolutions
Problems:
Nopolicyandmandatethereismostlikelynofunding.
Fundingfollowspolicydirective‐itdoesn’tgetattentionifitisnotpartofthedirective.
Solutions:
Createawareness,workshops,consultationwith/forministryandrelevantstakeholders.
Demonstratehowitaligns/benefitswithotherpriorities(partnerships,commitments)
Demonstratesavingsthroughresearch.Comparativeanalysesofcosts.Demonstrate
successcasesfromothercountries.
CreateadevelopmentalframeworkforOER.
Identifyachampiontopropeltheproject.
Adoptaparticularopenlicensetouse.
Makesurethereis,orbuildupexpertiseonOER.
Policyshouldexplainwhywearedoingandhowwe’regoingtodoit.
Attempttoshowthatthechangeisnotbig‐couchitinfamiliarlanguage/experience.
Createaverification/auditingmechanismtoensurepoliciesareenforced.
Committoanevaluationframeworkfortheeffectivenessofthepolicy.
22|Page
Policymustbecomprehensive‐securingopenresourcesforanythingthatusespublic
funds.
Policyshouldhavealevelofflexibility,dynamic
Considerthepossibilityofcreatingastrategyinstead.
Policyshouldbeclearandinalanguagethatdoesn’tsoundliketrickery/moreworkon
partofthoseaffected‐somethingthatbenefitsthem.
Ensurebroadlyimpactedstakeholdersaresupportivebeforeenacting.
Guaranteecontinuousfunding/longtermsupport.
Policyallowsforinclusiveness.
Infrastructureandtelecommbutconsiderthepossibilityofusingofflinesolutionsand
localnetworks(e.g.hardmedia,meshetc.)

MeetingProceedings‐Day2(April4,2017)
DrIshanAbeywardenastartedtheseconddayoftheworkshopwithasummaryoftheDay1
activities.Heremindedparticipantswhohadnotyetfilledinthesurveyquestionnairefor
stakeholderstodosobyclickingonhttp://rcoer.col.org/orbyusingatranslatedversionavailable
inPortugueseandSpanish.Thepurposeofthesurveywastoestablishaglobalunderstandingof
nationalOERdevelopment.Participantscompletedthesurveysbeforethetechnicalsessions
started.
23|Page
TechnicalSessions
Overviewofthe2
nd
WorldOERCongress,MrGasperHrastelj,GovernmentofSlovenia.
Mr.Hrasteljinvitedallparticipantstoattendthe2ndWorldOERCongress,scheduledtobeheld
inLjubljana,Slovenia,from18to20September2017.

HeprovidedashortbackgroundsummaryofeventsleadingtotheorganisationoftheCongress
andtheinvolvementoftheGovernmentofSloveniaintheprocess.HeinformedthatSlovenia
hastheUNESCOOERChaironOpenTechnologiesforOERandOpenLearningsince2014,and
participatedintheOERRoadMapMeetingorganisedbyUNESCOinParisinMarch2016.
UNESCOExecutiveBoardthrougharesolutionrecommendedtoconductafeasibilitystudyto
considerproposalsfornextstepsregardinginternationalcollaborationonOER.Sloveniahas
takentheinitiativetoliaisewithUNESCOtohostthe2ndWorldOERCongresstomainstream
OERandfosterinternationalcollaboration.HeinformedthattheCongresswillhavegovernment
Ministers,officialsandallstakeholdersintheOERlandscapetochartthenextcourseofaction.
Theeventwillprovidesufficientopportunityfornetworkingandcollaboration.
24|Page
MrHrasteljclosedhispresentationremarkingthattheRegionalConsultationsarekeyas
backgroundfortheprogrammefortheCongress.Theeventhasnotconsideredthedevelopment
ofanewdeclarationlikeinthelastWorldOERCongressheldin2012,butwilldefinitelylookfor
aroadmaporactionplanthatcanmainstreamOERindifferentnationalcontexts.MrHrastelj’s
presentationisavailableasOERontheRCOERwebsite.
DemonstrationoflatesttechnologiesandappsforOERbyDrMitjaJermol,UNESCOOERChair
DrJermolremindedtheparticipantsofhisdifferentrolesasUNESCOOERChairandalsoas
directorofTheJožefStefanInstitute,theleadingSlovenianscientificresearchinstitutecovering
abroadspectrumofbasicandappliedresearch.
ThroughtheworkrelatedtoVideoLectures.NET,anawardwinningfreeandopenaccess
educationalvideolecturesrepository,hehasbeenleadingtheeffortstoembraceopennessata
nationallevel.Thishasbeenachievedthroughexchangingideas,fosteringknowledgesharing
andbyprovidinghighqualitydidacticcontents,notonlytothescientificcommunitybutalsoto
thegeneralpublic.
ThisworkledtothenationalinitiativeOpeningupSlovenia.nettofollowandextendtheEuropean
Commission’scommunicationonOpeningupEducation.ThissetsoutaEuropeanagendafor
stimulatinghighquality,innovativewaysoflearningandteachingthroughnewtechnologiesand
opendigitalcontent.
OpeningupSloveniaisaninnovativeinitiativeinwhichSloveniaasafirstEuropeanmemberstate
willattempttocreateauniquenationwideresearchenvironmentinopeneducation.Thistest
bedcomprisesofacoalitionofallSlovenianuniversities,compulsoryandvocationaleducation
institutionswithtechnical,researchandindustrypartners.Theobjectiveistoexploremeansfor
afullyfledgedopeneducationalsysteminsynergyandparallelwiththeformalone,develop
25|Page
innovativeprojectsandapplyforEuropeanCommissionfundsrelatedtoICTandnewaspectsof
openeducation.
OpeningupSloveniaistryingtouptakedifferentchallengesrelatedtoOERandthesolutionsto
bedeployedasnationalpolicies.Althoughthere’sanestimationof880millionofopenlylicensed
educationalresources(2014)there’sstillverylittleuse,i.e.massivecontentmissingmassiveuse.
TheunderusedOERiscausedbymanyscatteredandisolatedwebsites,varioustypesofformats,
differentmodalities,languagediversity,unresolvedandnoninteroperablerights,differentlevels
ofqualityandundescribedmodesofuse.There’salsoverylittledevelopmentofOERinmobiles
platforms(iTunesorGooglePlay).
AninterestingprojectemergingtosolvethesecommonproblemsisExplorEduwhichutilizes
ArtificialIntelligence.Thismodeldevelopsa“pipeline”thatautomaticallyselectsandbundles
opencontentandresourcesinafederatednetworkofOERwebsitesusingJavaScript.The
collectionofinformationallowstestingandimprovingartificialtutoringformobiledevices.
DrJermolassuresthatOpeningupSlovenialookstobeanactiveopeneducationdigitalleader
thatwilldevelopdigitalcapabilitythroughoutthecompleteeducationalsystem,redesign
educationalservicesandbuildcommontechnologyplatforms.TheultimategoalisforSolvenia
tobethe1stnationwideinitiativetoworkinaholisticwayutilizingsemanticsearch;artificial
intelligenceappliedtoeducationalneeds;realtimetranslation;andanalyticstosupportlearning
problemsandgaps.MoredetailsonDrJermol’sworkcanbefoundasOERontheRCOERwebsite.
GroupDiscussion
IdentifyingConcreteActionforMainstreamingOERamong
VariousStakeholders(FacilitatedbyDrIshanAbeywardena,COL)
Thisgroupdiscussionaimedtoidentifytheconcreteactionswhichcan
berecommendedtothegovernmentsofLatinAmericaandCaribbean
intermsofmainstreamingOERamongthekeystakeholders.The
participantsformedthreeworkinggroupsandidentifiedsolidstrategies
ineachgroup.Finallyeachgrouppresentedandjustifiedtheir
recommendationstothegathering.Basedonthefeedback,the
concreteactionswerefinalized.Aconsolidatedreportontheconcrete
actionswillbepresentedatthe2
nd
WorldOERCongress.
Thekeystakeholderswhichwereidentifiedare:
Governments
EducationalInstitutions
Teachers
Learners
QAAgencies
Publishers
CivilSociety
Associations
Librarians
26|Page
ClosingRemarks
Prof.AshaKanwar,PresidentandCEO,COL
ProfKanwarexpressedthankstoalltheparticipants,hosts,andpartners.Besidesthemajor
discussionsaroundOERandthe2
nd
WorldOERCongress,animportantachievementsofthe
regionalconsultationwastoprovidesensitizationonOERformanyoftheparticipants.Ithelped
someparticipantstobecomeOERchampionsandalsoenabledthecreationofaregional
cooperationandunderstandingamongstparticipants.
ProfKanwartooktheopportunitytoincludeOERintheframeworkofSDG4,dealingwithinformal
andformaleducationalenvironments.SheexplainedthisrelationshipthroughthethreeC’s:
Collaboration:theexistenceofnumerousOERinitiativesintheregion,whereinthe
futurelinguisticdiversitywillnotbeamajorchallengeorbarrier,canempower
networkingandothercollaborationsengagingstakeholdersanddecisionmakersthrough
awinwinsituation.
Content:OERhasdemonstrateditspotentialincasesliketheemergenceofopen
textbooks,technologyinfrastructureforaccessibilityanddelivery,addressingteachers’
realneeds,andsocialempowermentaccompaniedbyfinancialsavings.
Capacity:morecapacitybuildingisneededintermsofawarenessofbenefits,needof
localchampionsandOERnationalchaptersliketheonesexistinginBrazil,Argentinaetc.
forOpenAccess;teachertrainingtofulfilllearningandteachinginnovation,and
build/promotecommunitiesofpracticehighlightingtheworkinthefield.
MrJoeHironaka,OERProgrammeSpecialist,UNESCOParis
Afterfirstexpressingthankstocohost,organizers,partnersthathavemadepossiblethisevent,
MrHironakaremindsushow20yearshadpassedbeforeSustainableDevelopmentwasputin
theagendaasamainstreamtrend.AstheSDGarethenewcommitment,SDG4relatedto
EducationwillbethefocusoftheWorldCongresstobeheldinSeptember.
Mr.HironakaseestwoimportanttrendsinmainstreamOER:
Mobiledevicesandbroadbandhaveexpandedwith4.7billionmobiledeviceusersin
thedevelopingworld.Thereisnowanewdemandformobilelearningmodalitiesand
suitablecontent.
GrowthofopenlylicensedresourcesstillonlyhasasmallshareoftheInternet.
However,itisastartingpointtowardsmainstreaming.
FinalRemarks
TherepresentativesfromtheSlovenianGovernmentalsoexpressedtheirgratitudefortheevent
andwelcomedeverybodytoparticipateinthe2
nd
OERWorldCongress.
ProfTelAmielexpressedgratitudetoCOLforchoosingBrazilasthevenuefortheregional
consultation.Healsothankedtheparticipantsfrom18countrieswhomadetheeventasuccess.
27|Page
Atlast,Dr.IshanAbeywardenathankedallthepeoplewhoworkedbehindthescenestomake
theeventasuccessincludingMsPatriciaSchlichtofCOL,theinterpretersandthehotelstaff.He
thenformallyclosedtheLatinAmericaandtheCaribbeanRegionalConsultationonOpen
EducationalResources.
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