Strengthening and Sustaining the African Higher Education and Research Space (AHERS) through Information and Communications Technology, Open and Distance Learning, and Open Educational Resources May, 2012 Report prepared for the African Development Bank by Sarah Hoosen, Neil Butcher, David Hornsby, and Catherine Ngugi 1 Table of Contents 1 Executive Summary ........................................................................................................................ 7 1.1 Introduction ............................................................................................................................ 7 1.2 Overview of ICT, ODL, and OER ............................................................................................... 7 1.3 ICT and Higher Education ........................................................................................................ 7 1.3.1 ICT in Education Policies in Africa ................................................................................... 8 1.3.2 Continental and Regional Initiatives ............................................................................... 8 1.3.3 Institutional Use of ICT .................................................................................................... 8 1.3.4 Challenges in Policy and the Implementation of ICT in Higher Education...................... 9 1.4 ODL and Higher Education .................................................................................................... 11 1.4.1 Use of ODL, Good Practices, and Promising Approaches ............................................. 12 1.4.2 ODL Policies ................................................................................................................... 12 1.4.3 Opportunities ................................................................................................................ 13 1.4.4 Challenges in policy implementation and practice ....................................................... 13 1.5 Open Educational Resources (OER) and Higher Education................................................... 15 1.5.1 Open Licences ............................................................................................................... 15 1.5.2 The Power of OER ......................................................................................................... 15 1.5.3 Use of OER..................................................................................................................... 16 1.5.4 OER policies ................................................................................................................... 17 1.5.5 Challenges in policy implementation and practice ....................................................... 18 1.5.6 Opportunities ................................................................................................................ 18 1.6 General Areas for Action: Harnessing the Potential of ICT, ODL, and OER........................... 20 1.6.1 1.7 Roles of ICT, ODL, and OER in Establishing and Maintaining and AHERS ..................... 24 1.7.2 Roles of an AHERS in Supporting Effective Use of ICT, ODL, and OER .......................... 26 Conclusion ............................................................................................................................. 29 Introduction ................................................................................................................................. 30 2.1 3 Implications for an African Higher Education and Research Space ...................................... 24 1.7.1 1.8 2 Areas for Action ............................................................................................................ 20 Overview of ICT, ODL, and OER ............................................................................................. 30 ICT and Higher Education ............................................................................................................. 33 3.1 Introduction .......................................................................................................................... 33 3.2 ICT in Education Policies in Africa ......................................................................................... 34 3.3 Continental and Regional ICT Initiatives ............................................................................... 41 3.3.1 Association of African Universities (AAU) ..................................................................... 41 3.3.2 ADEA Working Group on Higher Education (WGHE) .................................................... 42 3.3.3 The Commonwealth of Learning (COL) ......................................................................... 42 3.3.4 UbuntuNet Alliance and other initiatives for Research and Education Networking .... 43 2 3.3.5 Inter-University Council of East Africa (IUCEA) ............................................................. 44 3.3.6 The Southern Africa Regional Universities Association (SARUA) .................................. 44 3.3.7 Regional Virtual Library Network .................................................................................. 44 3.3.8 Africa Virtual University (AVU) ...................................................................................... 45 3.3.9 PHEA Educational Technology Initiative (PHEA ETI) ..................................................... 45 3.4 3.4.1 Research ........................................................................................................................ 46 3.4.2 Teaching and learning ................................................................................................... 48 3.4.3 Use of ICT to Support Administration ........................................................................... 56 3.5 4 5 Institutional Use of ICT .......................................................................................................... 46 Challenges in Policy and the Implementation of ICT in Higher Education............................ 58 3.5.1 Policy ............................................................................................................................. 58 3.5.2 Infrastructure ................................................................................................................ 59 3.5.3 Bandwidth Constraints.................................................................................................. 60 3.5.4 Research, Monitoring, and Evaluation .......................................................................... 60 3.5.6 Technology-Led Initiatives ............................................................................................ 61 3.5.7 Shortage of Trained Professionals and Skilled Leaders ................................................ 61 3.5.8 Funding ICT in Higher Education ................................................................................... 62 3.5.9 Relevant Educational Content ...................................................................................... 63 3.5.10 Unequal Access to Resources ....................................................................................... 64 3.5.11 Computer/Network Security ......................................................................................... 64 Open and Distance Learning (ODL) and Higher Education .......................................................... 65 4.1 Introduction .......................................................................................................................... 65 4.2 Growth of ODL in Africa ........................................................................................................ 66 4.3 Activities across the Continent ............................................................................................. 66 4.4 Use of ODL, Good Practices, and Promising Approaches ..................................................... 68 4.5 ODL Policies ........................................................................................................................... 72 4.6 Opportunities ........................................................................................................................ 75 4.7 Challenges in Policy Implementation and Practice ............................................................... 75 4.7.1 Perceptions of ODL ....................................................................................................... 76 4.7.2 Funding for ODL ............................................................................................................ 77 4.7.3 Focus of Student Numbers to the Detriment of Quality............................................... 78 4.7.4 Quality Assurance ......................................................................................................... 78 4.7.5 Policy Status at Regional Level ...................................................................................... 79 4.7.6 Lack of ODL capacity ..................................................................................................... 80 4.7.7 Tackling Access .............................................................................................................. 80 Open Educational Resources (OER) and Higher Education .......................................................... 82 5.1 Open Licences ....................................................................................................................... 82 5.2 The Power of OER ................................................................................................................. 82 3 6 7 5.3 Use of OER............................................................................................................................. 83 5.4 OER policies........................................................................................................................... 89 5.5 Challenges in Policy Implementation and Practice ............................................................... 93 5.6 Opportunities ........................................................................................................................ 94 General Areas for Action: Harnessing the Potential of ICT, ODL, and OER .................................. 97 6.1 Introduction .......................................................................................................................... 97 6.2 Areas for Action .................................................................................................................... 98 6.2.1 Investing in the Policy Environment ............................................................................. 98 6.2.2 Development of Strategies at the Regional Level ......................................................... 99 6.2.3 Widening Access ......................................................................................................... 100 6.2.4 Capacity Building ......................................................................................................... 101 6.2.5 Quality Matters ........................................................................................................... 102 6.2.6 Enhancing Management, Administration, and Operations ........................................ 102 6.2.7 Content Creation and Knowledge Management ........................................................ 103 6.2.8 Research, Monitoring, and Evaluation ........................................................................ 103 6.2.9 Awareness-raising and advocacy ................................................................................ 104 Implications for an African Higher Education and Research Space ........................................... 105 7.1.1 Roles of ICT, ODL, and OER in Establishing and Maintaining and AHERS ................... 105 7.1.2 Roles of an AHERS in Supporting Effective Use of ICT, ODL, and OER ........................ 108 7.2 8 Conclusion ........................................................................................................................... 113 References .................................................................................................................................. 114 4 List of Abbreviations AAU ACDE ADEA AHERS AISI ASSAf AUC AUF AVU BCA CC CEMAC CEND CET CHS COL COMESA CoP CSIR CSRS DATAD DEASA DEATA DOAJ EAC ECCAS ECOWAS EFA EIFL ESP EthERNet ETI FORST GÉANT IADP ICDE ICT IGAD IGO IOC IPR ITB IUECA JABIS KNUST LCE LINK LMS Association of African Universities African Council for Distance Education Association for the Development of Education in Africa African Higher Education and Research Space African Information Society Initiative (AISI) Academy of Science of South Africa African Union Commission Agence Universitaire de la Francophonie African Virtual University Bunda College of Agriculture Creative Commons Central African Economic and Monetary Community Centre for Distance Education Centre for Educational Technology College of Health Sciences Commonwealth of Learning Common Market for Eastern and Southern Africa Community of practice Council for Scientific and Industrial Research Centre Suisse de Recherches Scientifiques en Côte d’Ivoire Database of African Theses and Dissertations Distance Education Association of Southern Africa Distance Education Association of Tanzania Directory of Open Access Journals East African Community Economic Community of Central African States Economic Community of Western African States Education for All Electronic Information for Libraries Education Strategic Plan Ethiopian Education and Research Network Educational Technology Initiative Formation à la Recherche et à la Spécialisation en Santé au Travail Gigabit European Advanced Network Technology International Association for Digital Publications International Council for Distance Education Information and Communication Technology Inter-Governmental Authority for Development International Governmental Organization Indian Ocean Commission Intellectual Property Rights International Trace Bargaining Inter-University Council for East Africa Joint Admissions Board Information System Kwame Nkrumah University of Science and Technology Lesotho College of Education Learning, Information and Knowledge Centre Learning management systems 5 MDGs MINEDAF MIS MoU NADEOSA NOLNet NOUN NREN NUC ODL OER OUT PASDEP PHEA QA QAAA RICTSP RUFORUM SADC SADC-CDE SAIDE SARUA SciELO SDPRP SMS TELESUN TENET TERNET TESSA UB UCT UDSM UEM UEMOA UFH UG UNESCO UNIMA UNISA UWC VoIP VSATS VUSSC WACREN WCHE WGDEOL WGHE ZOU Millennium Development Goals Ministers of Education of the African Member States Management Information System Memorandum of Understanding National Association of Distance Education Organizations of South Africa Namibian Open Learning Network Trust National Open University of Nigeria National Research and Education Network National Universities Commission Open and Distance Learning Open Educational Resources Open University of Tanzania Plan for Accelerated and Sustainable Development to End Poverty Partnership for Higher Education Quality Assurance Quality Assurance and Accreditation Agency Regional ICT Support Programme Regional Universities Forum for Capacity Building in Agriculture Southern African development Community SADC Centre for Distance Education South African Institute of Distance Education Southern Africa Regional Universities Association Scientific Electronic Library Online Sustainable Development and Poverty Reduction Program Short-Message-Service TELEteaching System for Universities Tertiary Education and Research Network of South Africa Tanzanian Education and Research Network Teacher Education in Sub-Saharan Africa University of Botswana University of Cape Town University of Dar es Salaam University Eduardo Mondlane Union Économique et Monétaire Ouest-Africaine (West African Economic and Monetary Union) University of Fort Hare University of Ghana United Nations Economic, Scientific and Cultural Organization University of Malawi University of South Africa University of the Western Cape Voice-over Internet Protocol Very Small Aperture Terminals Virtual University for Small States of the Commonwealth West and Central African Research and Education Network World Conference on Higher Education Working Group on Distance Education and Open Learning Working Group on Higher Education Zimbabwe Open University 6 1 Executive Summary 1.1 Introduction The African Higher Education and Research Space (AHERS) seeks to create opportunities for institutional, national, regional, and continental collaboration using the common challenges experienced by higher education institutions in Africa as the driving force behind this collaboration. An initiative spearheaded by the Association for the Development of Education in Africa (ADEA) Working Group on Higher Education (WGHE), African Union Commission (AUC), United Nations Economic, Scientific and Cultural Organization (UNESCO), Association of African Universities (AAU) among others, the AHERS objectives are to strengthen the capacity of African higher education institutions by stimulating collaboration in teaching and research, improving the quality of higher education, and promoting academic mobility across the continent through the recognition of academic qualifications. Several aspects have been identified for fostering collaboration, among them promoting open and distance learning (ODL) to improve access to tertiary education and effective use of information and communication technology (ICT). This desk research report explores how ODL and ICT, as well as use of open educational resources (OER), can serve to strengthen and sustain AHERS. 1.2 Overview of ICT, ODL, and OER The past 15 years has seen rapid development of ICT-related activity in the higher education sector, as higher education institutions and national systems deal with the challenge of how best to deploy the potential of ICT to the benefit of students, academics, and countries. Whilst the dominant focus has traditionally been on e-learning, its use for management, administration, and research are also increasingly recognized. In addition, ICT has created a revolution in ODL by offering new and more flexible learning opportunities, providing tools needed to extend education to underserved geographical regions and groups of students, and empowering teachers and learners through improved access to information. Another significant trend initiated by the explosion of the emergence of OER, which frees all citizens – but particularly those in education – to author and publish learning materials in openly licensed formats. In a nutshell, the concept of OERs describes educational resources that are freely available for use by educators and learners, without an accompanying need to pay royalties or licence fees. Although there is a clear connection between issues pertaining to ICT, ODL, and OER, this report focuses separately on each, describing current practices in Africa and using this to highlight some of the key opportunities arising from use of each. It also describes challenges associated with each area. With this background, the report then presents a series of guidelines and recommendations targeted specifically at the AHERS. 1.3 ICT and Higher Education ICT refers to technology that is used in the manipulation, storage, and conveyance of data through electronic means.1 It is considered a critical tool in preparing students with the required skills for the 1 OpenLearn. (no date). ICTs in everyday life. Retrieved from http://labspace.open.ac.uk/mod/resource/view.php?id=371982 7 global workplace and is regarded as an engine for growth and tool for empowerment, with profound implications for education and socio-economic development. ICT use in higher education and development is not simply about teaching ‘ICT literacy’ – i.e. learning to operate the technology – but also about building higher-order skills, such as knowing and understanding what it means to live in a digitized and networked society and use digital technology in everyday life. Critically, ICT is valuable as a means to achieve genuine knowledge societies. Thus, universities are faced with a need to provide formal instruction in information, visual, and technological literacy, as well as in how to create meaningful content with today’s tools. Access to ICT across the continent is improving and the costs associated with access to ICT are reducing as telecommunication markets are liberalising and the costs of devices are declining. This has important ramifications for expanding ICT into African HEIs. 1.3.1 ICT in Education Policies in Africa Internationally, the need to provide quality education for all learners has motivated countries to develop plans focused on the use of ICT for teaching and learning. In Africa, there is growing recognition by national, regional, and continental bodies of the role of ICT for socio-economic development. Evidence of this includes the many countries that have focused attention on developing national ICT policies and National Information and Communication Infrastructure Plans to support their socio-economic development efforts and ICT in education policies. There has also been significant growth of continental and regional strategies to create knowledge societies – actions suggesting high-level support for integrating ICT into higher education, but also acting predominantly as coordinating hubs or sources for financial support behind efforts to use ICT in higher education at the institutional level. This indicates that many African nations are recognizing the importance of ICT in promoting social and economic change in their countries, and the important role of higher education institutions in driving this change. However, many policy documents provide a passing reference to ICT in higher education without providing much clarity on mechanisms for integration. 1.3.2 Continental and Regional Initiatives Several continental and regional initiatives contribute to advancing ICT in higher education in Africa. This includes the work done by the AAU and the ADEA WGHE in assisting institutions to develop strategic plans for use and integration of ICT, as well as the work of the Commonwealth of Learning (COL), regional bodies, and Initiatives for Research and Education Networking such as the UbuntuNet Alliance. Simultaneously, there is significant work carried out at the institutional level – by institutions themselves and also through projects such as the Partnership for Higher Education (PHEA) Educational Technology Initiative (ETI). 1.3.3 Institutional Use of ICT ICT has proven to be powerful in enhancing education, and is being used in research, teaching and learning, and administration in higher education. The use of ICT to promote and enhance the research space in African higher education has been developing over the last decade. For example, the AAU has its Database of African Theses and Dissertations (DATAD) initiative, through which African researchers can make available their theses and dissertations or even their teaching and learning materials. ICT in higher education not only assists in promoting research in Africa, but is also a topic of research, of which there are a number of cases of good practice that exist on the continent. 8 In relation to teaching and learning, ICT is used to support e-learning and mobile learning (mlearning), teaching, and assessment activities. E-learning can be defined as ‘the use of new multimedia technologies and the Internet to improve the quality of learning by facilitating access to resources and services as well as remote exchange and collaboration’.2 M-learning is a form of elearning, with mobile devices as the technologies of choice. Where ICT has been used in African higher education, including through e-learning and m-learning, the aim has most commonly been to tackle teaching and learning challenges faced in traditional teacher-led lecture rooms, including large classes, multilingualism, development of literacies, and bridging the chasm between theory and practice. Several African universities are using Learning management systems (LMS), which they are regarded as integral to the development and facilitation of online, blended and web facilitated learning. Investment in these, including development of the capacity of staff and students to use them effectively and efficiently, as well as in the technical requirements to procure, set up, and maintain LMSs, is key to the effectiveness of e-learning and blended learning. There appears to be a growing move by universities to use open source LMS such as Moodle and Sakai. However, the use of LMSs still remains a challenge in Africa, with studies suggesting the need to promote the advantages of using an online LMS in higher education and build up the necessary skills base to make this a tenable and useful shift. Furthermore, the use of technology in higher education has enabled transcendence of geographical boundaries, and facilitated collaboration between and among students and staff from different universities. Collaboration between colleagues who have never met each other physically is also possible with technological tools like instant messaging, Voice-over Internet Protocol (VoIP) applications like Skype, and social interaction tools like Facebook, which can help to nurture communities of practice. Many African universities are turning to ICT to support their human resource, finance, and student administration systems. In particular, such databases as Oracle and PeopleSoft offer institutions of higher education a virtual platform to organize registrations systems, payroll, and to manage staff policies such as requests for vacation or leave. In addition, the use of SMS for administration can be valuable because it has potential to free academics to focus on core business. When SMS is used to communicate information on course requirements, this reduces the amount of time that academics would spend dealing with queries regarding courses, and they can divert the time saved to academic pursuits like curriculum design and research. 1.3.4 Challenges in Policy and the Implementation of ICT in Higher Education Despite numerous improvements and successes in recent years, there are nevertheless several challenges facing ICT in Higher Education in Africa. The lack of comprehensive policies covering the integration of ICT in education remains a major barrier in many African countries. African countries are at different stages in considering policies to harness ICT in support of education and development. In some instances, ICT and development policies may not be complemented by other relevant supportive policies, for example a telecommunications policy that supports such development, as well as associated budgetary allocations to policies. Some may have national policies, but may not have policies that make specific reference to ICT and education. In other 2 Commission of the European Communities. (2001). Communication from the European Commission to the Council and the European Parliament: The elearning action plan. Designing tomorrow’s education. Brussels, 28.3.2001. 9 instances, ICT in education is actually mentioned within national ICT policies in general terms, but may not always be accompanied by a detailed implementation plan or commitment from government to implement policies. A major challenge facing ICT in higher education is that of limited infrastructure, in particular limited access to power and the lack of affordable and reliable Internet access. In most African countries, Internet access is limited and slow. Where broadband is available, it is typically very expensive—far beyond the financial means of the majority of Africans.3 Equipping universities and keeping them up to date with ICT equipment is very expensive due to hardware and software purchases, as well as the recurrent costs associated with maintenance and support. Rapid advances in technology have continued to add potential to the use of ICT as an integral part of teaching and learning. However, changes and innovations in technology tend to be much faster than changes in the education system, and this is an area of concern, as reform may be dependent on technologies that are no longer available or supported.4 Insufficient attention is paid to monitoring and evaluation during the design of most ICT initiatives. In addition, there appears to be a dearth of useful resources attempting to translate what is known to work (and not to work) in this field. Furthermore, there has been a common tendency to use technology experts to lead and implement ICT in education projects, with a resultant focus on engineering or software skills. People who are trained in and understand education play a secondary and often peripheral role. Technology-led initiatives may appear successful at the technical level, but generally do not achieve the expected outcomes and impact, and are consequently not sustainable. Many African countries face a shortage of IT professionals and lack of educators with ICT skills. African universities in particular face a critical shortage of skilled ICT workers. The integration of ICT in learning requires retraining and creates new time demands on academics. The absence of incentive schemes, especially in environments where salaries and benefits are low, is both a challenge and a major risk to success. Another challenge is the high turnover of skilled technical personnel, as institutions are unable to pay salaries that are competitive with the private sector. Lack of financing and prioritization of ICT investments is a serious barrier to effective ICT use. Little is known about the true costs of ICT in education, and, given budgetary and resource constraints, widespread investment in ICT in education may not be possible in many African countries or may not feature highly higher education institutions’ investments or priorities. Costs for ICT tools can also be prohibitive. Purchasing site licences and support services can result in significant upfront costs that may at first glance appear prohibitive and unnecessary. Fortunately, there several open source options available for most software applications, which can, under certain circumstances, be cheaper to maintain and tend to be well supported by their respective online communities. In Africa, there is little digital education content that is locally contextually relevant or based on local curriculum frameworks. Creating local e-learning content has proved difficult because many African higher education institutions are still not conversant with courseware tools and digital environment. 3 Williams, M.D.J., Mayer, R., and Minges, M. (2011). Africa’s ICT Infrastructure Building on the Mobile Revolution. World Bank: Washington. Retrieved from http://siteresources.worldbank.org/INFORMATIONANDCOMMUNICATIONANDTECHNOLOGIES/Resources/AfricasICTInfrast ructure_Building_on_MobileRevolution_2011.pdf 4 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 10 Faculty members also have excessive loads and limited time, skills, and incentives to develop elearning materials suitable to their local needs. The educational reward system was not designed to encourage faculty and students to own and get involved in e-learning content development and use. ICT tends to accentuate social, cultural, and economic disparities. For instance, ICT projects tend to give preference to students in urban areas and in areas where existing infrastructure is the best. Whilst there is a very real risk that ICT can further marginalize groups already excluded or marginalized from educational practices and innovations, ICT also holds a promise and opportunity for facilitating greater inclusion of such groups such as special needs students, students in remote areas, students from historically marginalized linguistic, cultural or ethnic groups, and low income communities into existing educational practices and environments. With supportive policies and careful planning and monitoring, ICT can offer the potential of facilitating greater inclusion of such groups.5 1.4 ODL and Higher Education ODL is increasingly being seen as a strategy to tackle the challenges of access, quality, and equity, particularly in higher education. Many African countries are deploying ODL models in order to meet the growing demand for higher education places, and are embracing ODL as a cost-effective and efficient means of increasing access to education. The resultant increasing awareness of, and appreciation for, the potential of ODL in increasing access to higher education has also seen calls for African countries to prioritize and support ODL, to introduce quality assurance mechanisms for ODL and to foster regional collaborations in higher education. ODL is not limited to traditional dedicated distance education institutions. Its promise and possibilities are also being explored and implemented by many contact universities faced with the same kinds of technological advances, constraints, dynamics, and challenges as those that have caused traditional distance education institutions to turn to ODL models of provision. As part of the process of finding solutions, many African countries and organizations have made efforts to harness the perceived potential of ODL, as reflected by the number of initiatives across the continent. Examples of these include the African Council for Distance Education (ACDE), a continental educational organization with a vision of becoming a major player in promotion and advocacy for ODL in Africa. ADEA includes a Working Group on Distance Education and Open Learning (WGDEOL), to help ministries of education, training institutions, and NGOs in Africa improve access to, quality of, and equity in education, and, in particular, to strengthen the capacity of the education system. In addition, there are various regional organisations dedicated to ODL, and these include the SADC Centre for Distance Education, the Distance Education Association of Southern Africa (DEASA), The South African Institute of Distance Education (SAIDE), The National Association of Distance Education Organizations of South Africa (NADEOSA), and The Namibian Open Learning Network Trust (NOLNet). Initiatives and organizations such as those listed above play a critical role in supporting the development and growth of high quality ODL practices in African higher education. 5 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 11 1.4.1 Use of ODL, Good Practices, and Promising Approaches In Africa, ODL at the higher education level is offered by two main kinds of institutions – dedicated ODL, or single-mode, institutions and dual mode universities (offering both ODL and face-to-face teaching courses). There are several higher education institutions that are dedicated ODL universities and colleges. Examples of these include the Lesotho College of Education (LCE), Zimbabwe Open University (ZOU), University of South Africa, Open University of Tanzania, National Open University of Nigeria (NOUN), Open University of Sudan, and Zambia Open University. Many of the programmes offered at dual-mode institutions focus on the professions of teaching and nursing, but there is also growth of programmes in areas such as business studies and specialist professions. In addition to dual-mode institutions, there are also mixed-mode institutions, whose programmes are designed, delivered and administered by the same people who provide conventional face-to-face programmes. This mode is a fairly recent development, with teachers and trainers in conventional higher education institutions offering their courses off campus using audio-conferencing and videoconferencing, and in more recent years, via the Internet. Several universities in the region offer at least one ODL programme, which has resulted in an increase in higher education study places. For example, distance education students now represent at least 30% of those enrolled at Makerere University in Uganda. There is also a growing trend towards international cooperation initiatives in many countries. For example, the University of Mauritius offers a police studies programme in partnership with the University of Portsmouth in the United Kingdom. In another example highlighting the minimizing of duplication of effort required to develop materials, COL has worked with the eight countries of the SADC to develop training materials that will allow teachers to enhance their professional skills through ODL. These examples highlight that, with collaboration, the cost of a particular initiative to any one institution, agency, or country can be reduced and the quality of the finished product can be higher than if only one institution or country undertook the development of the learning materials. ODL opens access to education to many students, and technology can help to facilitate and enhance learning for these students. Virtual learning environments in distance learning expand learning opportunities for students who can access computers and the internet. These open their world to other resources through engagement with the university virtual learning environment. There is a growing trend of institutions using ODL programme designs that incorporate contact and interaction between students and educators, rather than resorting to correspondence methodologies.6 As such, the line between face-to-face education and ODL is being increasingly blurred by the growth of OER, , m- and e-Learning, and low-cost computers. 1.4.2 ODL Policies There is a wide diversity of national policies and strategies pertinent to education generally and ODL specifically. Many African countries have policies and strategies that recognize the importance of ODL, although their coordination and implementation vary from country to country. In addition, countries are at various stages in developing ODL policies. Countries such as Lesotho and Mauritius have well-developed, integrated policy approaches to ODL, while others, such as Namibia, are in the process of developing policies specifically focused on ODL. Other countries have yet to begin to develop policies which focus on specifically on ODL. 6 Thutoetsile, T. (2005). Report of the Southern African Regional Distance Education Centre: Situational Assessment of ODL Institutions. SADC-CDE. Retrieved September 19, 2008, from www.sardec.org.bw/reports.htm. 12 1.4.3 Opportunities There has been significant growth in the number of ODL programmes offered from traditionally faceto-face institutions, with such programmes now being offered by institutions across Africa. ODL is widely acknowledged for its potential to open up various opportunities for higher education in Africa. Examples of its perceived potential are to: • Provide access to students who would – either because of work commitments, geographical distance, or poor quality or inadequate prior learning experiences – be denied access to traditional, full-time contact education opportunities. It supports lifelong learning and helps remove obstacles to enrolment for women and other marginalized groups. • Expand access to educational provision to significantly larger numbers of learners. • Be cost-efficient and achieve significant economies of scale as it enables institutions to increase enrolments without increasing staff levels and associated physical infrastructure. • Shift patterns of expenditure to achieve economies of scale by amortizing identified costs (particularly investments in course design and development and in effective administrative systems) over time and large student numbers. • Exploit the potential that integration of new educational technologies into teaching and learning environments has for supporting, improving, or enhancing those environments. • Enhances and promote quality through the development and provision of learning resources, which can be used by teachers and learners, irrespective of their location. • Facilitate and promote access to lifelong learning, in particular, ongoing professional development, to those who have obtained formal qualifications but who are required to upgrade their knowledge and qualifications. • As ODL transcends time and space boundaries, a particular opportunity to emerge from the implementation of ODL programmes is collaboration. Most important, web 2.0 tools such as wikis are making it possible for teams of subject specialists to collaborate in the development of high-quality content 1.4.4 Challenges in policy implementation and practice ODL faces similar challenges to e-learning, including: lack of ICT capacity; limited and expensive access to broadband, connectivity, hardware, software and skills; a lack of government funding; no national ICT and ODL policy development; poor, non-existent or outdated infrastructure; poor teaching and learning practices; and inadequate and inappropriate courseware. In addition, ODL institutions and programmes face negative public perception and are often regarded as inferior relative to face-face-institutions, even though the institutions and programmes are accredited by national regulatory agencies. Such misunderstandings can be attributed to, among other reasons, a lack of an adequate ODL research needed to support informed decisions and policy choices. These negative perceptions have meant that many African educational policymakers and planners are sceptical about its legitimacy and quality, and therefore only afford ODL initiatives limited funding and political support. Funding for the expansion of ODL programmes is still inadequate in much of Africa. In many countries, the shortage of resources is aggravated by poor inter-university cooperation. In addition, many governments are keen to increase the proportion of ODL being funded by students through fees. Furthermore, ODL provision tends to generally skewed to the arts-based or business-related courses, as well as teaching and nursing, which may not be the priority of governments, which results in skewed funding in favour of face to face institutions. In Africa and globally, it appears that many organizations and individuals are employing various ODL education methods and low-cost versions of resource-based learning as a means to boost their 13 student enrolment and earnings without sufficient concern for the impact this has on provision quality. Many African countries lack policies to guide development and implementation of ODL programmes at national and institutional level. More than two thirds of all African countries have no agencies or other bodies that deal with QA, and, even where such organizations exist, they are unlikely to have developed any QA frameworks or guidelines for ODL as their original mandate would usually have pertained to conventional training. There is little documented evidence of systems or processes being put in place for ensuring quality in the design of curricula. Such is the paucity of suitable QA policy bodies and frameworks and the challenge of unregulated private providers and exploitative practices flourishing that, in the context of increasing cross-border higher education, that there has been a growing sense of need to initiate regional and continental harmonization and QA processes. Nevertheless, a key development recently has been the launch of an ODL Quality Assurance and Accreditation Agency (QAAA) by the ACDE, which is being implemented under a Memorandum of Understanding with the African Union, as part of the Second Decade of Education Plan. While the Agency is very recently established, it has potential to make a significant contribution to quality improvement in ODL on the continent. Nevertheless, there is still a great deal of work to be done, as there are significant variations in policies and procedures for QA for ODL and still limited evidence of successful initiatives. Several African countries lack policies needed to guide the development and implementation of ODL programmes at national and institutional levels. At the regional level, and some national levels, distance education practices remain uncoordinated because concrete steps have yet to be taken towards the development regional policies on ODL.7 Consequently, despite some notable exceptions, this has meant that many institutions and individuals work on their curriculum design processes largely in isolation. In many countries, there is a dire shortage of qualified staff required for guiding and influencing the development of ODL policies and for planning, developing, managing, and evaluating ODL programmes. Institutions may struggle to recruit skilled and experienced ODL specialists, which compounds the risk of materials and processes being subjected to a traditional contact-based quality assurance process, rather than QA processes relating to the needs of ODL. In a bid to broaden access to higher education, many ODL institutions in Africa have established regional learning centres in geographically dispersed areas and offer e-learning programmes through such centres. However, this model of provision and expansion has tended to locate such regional learning centres mainly in urban centres, where the majority of residents are already relatively advantaged. Adding to the above-mentioned challenges, Braimoh and Osiki(2008) note that the ability to use to its full capacity the enormous value of e-learning and associated resources in ODL across subSaharan a is challenged by the following: • Unstable power supply; • Some ODL institutions’ drive to accumulate wealth; • Drive to commercialize education to the detriment of educational quality; • High cost of ODL coupled with learners’ poor socio-economic situation leading to a reluctance to invest in the technical facilities needed for learning; • Learners’ technological illiteracy, when they need to use modern technology for learning; 7 Braimoh, D. and Lekoko, R. (2005) ‘The Need for Policy Framework in Maintaining Quality in Open and Distance Education Programmes in Southern Africa’. Turkish Online Journal of Distance Education-TOJDE, Vol. 6 No. 4. 14 • • • • • The rural location of many learners, who therefore have restricted access to the modern communication facilities needed for learning; Some lecturers and site tutors being party to fraud, bribery and corruption; Foreign institutions’ neo-imperialism leading to cultural dilution and value distortion; Inadequate counselling and mentoring of learners; Inadequate provision of learner support.8 Thus, while ICT has created a revolution in ODL, offering new and more flexible learning opportunities, there continue to be significant challenges, especially regarding the quality of education and limited resources. And although many countries have policies and strategies for implementing ODL, it has yet to realize its full potential. 1.5 Open Educational Resources (OER) and Higher Education 1.5.1 Open Licences Open Educational Resources (OER) have become the subject of heightened interest in policy-making and institutional circles. There are various licensing frameworks for OER use, some of which simply allow copying; others which make provision for users to adapt the resources that they use. The most commonly used licenses are the Creative Commons (CC) licences. CC licenses gives creators the ability to dictate how others may exercise their (creators) copyright rights - such as the right of others to copy their work, make derivative works or adaptations of their work, to distribute their work and/or make money from their work. Creative Commons also permits creators the ability to have a ‘no rights reserved’ alternative to copyright. 1.5.2 The Power of OER The sharing of resources as OER is guided by many principles, key amongst which are the right to education by all, and making information and knowledge more accessible and useable for the good of the public who want to consume this knowledge. The transformative power of the concept for education revolves around three linked possibilities: • Because OER removes restrictions around copying resources, they hold potential for reducing the cost of accessing educational materials. • The principle of allowing adaptation of materials provides one mechanism amongst many for constructing roles for learners as active participants in educational processes, who learn best by doing and creating, not by passively reading and absorbing. Content licences that encourage activity and creation by learners through re-use and adaptation of that content can make a significant contribution to creating more effective learning environments. • OER have potential to build capacity by providing educators access, at low or no cost, to the means of production to develop their competence in producing educational materials and completing the necessary instructional design to integrate such materials into high quality programmes of learning. Many educational systems are foundering because their employees have become so overwhelmed by administrative tasks that they have lost the time and space to exercise this critical creative capacity, and it will take time and investment to rebuild it. The 8 Braimoh, D., & Osiki, J. (2008). The Impact of Technology on Accessibility and Pedagogy: The Right to Education in SubSaharan Africa. Asian Journal of Distance Education, 6(1), 53-62. Retrieved from http://www.asianjde.org/2008v6.1.Braimoh.pdf 15 concept of OER has potential to facilitate this if the process of developing educational materials is seen as being just as important as – maybe more important than – the final product.9 However, it should be noted that content is only one aspect of education, and effective use of educational content requires good educators to facilitate the process. Importantly, OER provides an opportunity to engage higher education faculties and academics in structured processes that build capacity to design and deliver high quality higher education programmes without increasing cost. OER provide opportunities for pedagogical support in the form of student and practitioner course access. Practitioners can update their course material and share it with others who can update it and build on what they have produced. Without this growing institutional capacity, OER will not be able to fulfil its transformative potential. 1.5.3 Use of OER Educational resources that are shared, reviewed, and developed within a community of practice are likely to be of a higher quality than those developed solely by individuals working in isolation. Further, development of these materials for reuse is likely to enhance their quality, as well as develop the capacity of those who engage in the development of the material. The quality of materials made available to students, can be enhanced through adaptation and localisation of the available open source materials. In this regard, OER have a major advantage over imported textbooks that do not consider local context in their presentation of information. The short-term costs of sourcing and adapting OER may be high, but there are reduced content costs from open resources that can widen access to higher education. Use of OER will reduce textbook costs as well as costs of other proprietary materials that are borne by students. Increasing numbers of periodicals are making their databases easier to access and there has been a tremendous growth in Web 2.0 user-created content. Increasingly, higher education institutions campus libraries are playing an important role in the acquisition and distribution of institutionally licensed web based digital material. Where institutions cannot invest heavily in content development, they can still get access to high quality materials by using what is available through open access. Indeed, perhaps one of the most promising developments relevant to research is the growth of Open Access Journals. Research opportunities are promoted in the OER movement, and some of this research focuses on the role and forms of educational technologies used in higher education. Institutions can brand themselves through availing its resources for use and adaptability by others and contributing to research. Whilst the presence of such resources allows African academics access to articles at no cost, this does require access to the Internet. There are several OER initiatives focused on higher education in Africa, which seek to harness these possibilities. Examples of these include the Teacher Education in Sub-Saharan Africa (TESSA) initiative (http://www.tessafrica.net), which is a research and development initiative creating OER and course design guidance for teachers and teacher educators working in Sub-Saharan African countries. SAIDE established the OER Africa initiative (http://www.oerafrica.org), which focuses on supporting and developing OER in a number of thematic areas, including Agriculture, Health and Teacher Education. OER Africa is involved in numerous projects supporting the adoption of OER in higher education institutions across Africa, for example, the Saide ACEMaths project, which piloted a collaborative process for the selection, adaptation, and use of OER materials on the teaching and 9 Butcher, N. (2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 16 learning of mathematics for teacher education.10 The website not only allows access to Africandeveloped resources, but also allows users to follow a documented process of how the materials were created. There are several other initiatives, such as the IADP-SADC Digital Resources project, University of Cape Town’s OpenContent (http://opencontent.uct.ac.za) directory, the African Virtual University’s ICT-integrated Teacher Education Programme for Maths and Sciences, University of Malawi’s OER project at the Bunda College of Agriculture to develop a textbook on Communication Skills, and the Kwame Nkrumah University of Science and Technology (KNUST) College of Health Sciences’ OER initiative supporting the production and use of OER. 1.5.4 OER policies The presence of OER policies at higher education institutions can accelerate the adoption and creation of OER and assist in ensuring the sustainability of OER. Institutions harnessing OER usually need to review several policies in order to ensure the effectiveness and sustainability of OER. Several policy issues are usually considered when examining commitment to OER development and use at higher education institutions. There are at least four main policy issues: 1. Provision in policy of clarity on Intellectual Property Rights (IPR) and copyright on works created during the course of employment (or study) and how these may be shared with and used by others. 2. Human resource policy guidelines regarding whether or not the creation of certain kinds of work (e.g. learning resources) constitutes part of the job description for staff and what the implications are for development, performance management, remuneration, and promotion purposes. 3. ICT policy guidelines regarding access to and use of appropriate software, hardware, the Internet and technical support, as well as provision for version control and back-up of any storage systems for an institution’s educational resources. 4. Materials development and quality assurance policy guidelines to ensure appropriate selection, development, quality assurance, and copyright clearance of works that may be shared. 11 Despite the growth of OER at institutions worldwide, this has not necessarily yet led to the development of specific policies that address or support development, sharing, adaptation, and use of OER. Nevertheless, a few African institutions that have embarked on OER initiatives have taken several steps to develop OER amenable policies. These include the University of Cape Town in South Africa and the University of Ghana and KNUST in Ghana. One of the remarkable outcomes of KNUST’s involvement in OER has been the influence it has had at a national level, with the KNUST institutional repository designated as the national Open Access repository.12 At a continental level, the ACDE has established a formal Policy on Collaboration, which includes a strong commitment to OER. This Policy, which was approved by the ACDE Board in 2011, addresses five broad areas: Sharing intellectual property; maximizing human capacity; collaborating on learning and teaching; collaborating on research; and collaborating on developing and sustaining enabling systems. It provides an excellent example of an inter-institutional commitment to collaboration and 10 OER Africa. (no date). Teacher Education. Retrieved from http://www.oerafrica.org/teachered/TeacherEducationHome/tabid/933/Default.aspx 11 Butcher, N.(2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 12 Electronic Information for Libraries. (2011). Ghana: The first results of OA advocacy campaigns. Retrieved from http://www.eifl.net/news/first-results-oa-advocacy-campaigns-eifl-part 17 sharing of intellectual capital, providing also for ACDE members to share their course materials on a voluntary basis through the ACDE Technical Committee on Collaboration. 1.5.5 Challenges in policy implementation and practice There are several challenges in using and creating OER in an African context: • Being able to access OER requires adequate infrastructure and a robust and fast connection to the Internet, which is lacking in many African institutions. • Due to unfamiliarity with the OER model, there is a need for lobbying around the benefits of OER to encourage buy in from African academics to use OER. • Staff workload needs to include time to source and adapt materials as most lecturers have to balance teaching obligations, clinical service requirements and research expectations. • Available OER may not always match methods or subject matter as taught locally. • There is a need to train and capacitate additional staff to source and adapt OER. • OER are free to access but not free to produce. African institutions may face the challenge of lack of funding to cover the time required to do the searching and adaptations. There are also hidden costs, such as the time taken to search for appropriate OER as well as the time needed to do the adaptations and production costs. • It may create technological bias, as using OER demands new skills for both educators and students. • Many OER projects remain predominantly donor-funded. Whilst Foundation funding has been an essential component of establishing the OER field, it has been argued that such funding cannot be relied on for ongoing development, operations, and sustainability, with many OER initiatives struggling to establish and transition to a future independent of Foundation funding. • In instances where OER practices in institutions are as part of ‘projects’ rather than integrated or institution-wide processes, practitioners face time constraints as they are required to complete this work in addition to their already heavy teaching workloads. • Few institutions have yet adopted new, or adapted existing, policies to reflect OER practices or to explicitly encourage and formally endorse such practices at institutions. • At universities curriculum and operational changes are made only after going through several institutional processes that are often time-consuming. • As OER initiatives appear to be largely project-driven rather than an institution-wide integrated process, this perhaps accounting for lack of relevant policies. • It is also possible that lack of policies is due, in some instances, to lack of leadership support for OER. However it should be noted that policy fulfils a limited function, and issues such as sustainability and faculty buy-in and involvement are of equal importance. 1.5.6 Opportunities Adopting OER in an African context can have positive impacts on the teaching and learning environment as adopting this model requires institutions to invest in programmes, course and materials development, and thereby begin to incorporate notions of quality. The challenges of growing access, combined with the ongoing rollout of ICT infrastructure into educational institutions, indicates that it is becoming increasingly important for them to support, in a planned and deliberate manner, the development and improvement of curricula, ongoing programme and course design, planning of contact sessions with students, development of quality teaching and learning materials, 18 and design of effective assessment – activities all aimed at improving the teaching and learning environment – while managing the cost of this through increased use of resource-based learning.13 OER approaches can also assist in alleviating funding constraints by acknowledging the benefits of integrating OER practices with any content/material development process. Sourcing existing OER as part of the process of investing in high quality learning resources that meet curriculum needs can save costs. In contexts of national support for OER, such approaches formally support and encourage institutions to create OER. Additionally, such support for OER provides an increased likelihood that such efforts are sustainable. OER also opens several other opportunities for enhancing higher education in Africa. These include: • Advancing knowledge by making educational resources available. • Generating new educational opportunities by providing an opportunity for teachers to access material to use in teaching their classes or to complement a course. • Allowing for sharing of support, resources, experience and best practices. • Providing potential for anyone to study a course to develop their personal knowledge. • Providing additional information on subject matter, as an alternative for thousands of students with HE interests. • Increasing student and educator access to educational materials, as, when OER are distributed electronically, they are easy to access via a computer, to copy and to share. • Promoting innovation and the improvement of teaching resources used by faculty. • Providing an opportunity to re-examine the curriculum, learn new teaching methods and to rethink teaching approaches. Faculty may use OER from elsewhere to inform their own teaching, and likewise, creating OER for a global audience may encourage faculty to re-examine their own teaching practices before codifying them as OER. • Familiarizing teachers with using ICT and increasing comfort with the web, broadening their skills base. • Providing an opportunity for author recognition for those creating and sharing OER. • Enhancing an institution’s reputation and brand image. Evidence is emerging that institutions that share their materials online are attracting increased interest from students in enrolling in their programmes. This in turn brings potential commercial benefits, because the sharing of materials online raises an institution’s ‘visibility’ on the Internet, while also providing students more opportunities to investigate the quality of the educational experience they will receive there. • Lowering cost for student access to educational materials. Unlike traditional textbooks and journals, OER do not require licensing fees. Although OER are not free to produce, they are free to access. There may still be a marginal cost for distributing OER (for example, for printing or for removable media such as CDs), but it is a fraction of the standard licensing fees. • Decreasing faculty time on materials development. Harnessing open content can reduce faculty time required to produce content. OER makes it easier for educators to preview how others in their field teach a given topic. Faculty can use OER created by others – in whole or in part – to develop their own lecture slides or other teaching aids. • Easing the development of new programmes. OER may be particularly useful when a university is looking to expand its curriculum by offering new courses and degree programmes. OER allows faculty to preview how a topic is taught at other institutions and open licensing allows faculty to contextualise and translate OER to suit local needs. • Enabling students to use OER for review and revision purposes, to complement class material, plan a course of study and to prepare for formal studies. 13 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 19 1.6 General Areas for Action: Harnessing the Potential of ICT, ODL, and OER The status of higher education in Africa continues to be a concern for governments, higher education bodies and donors as it faces challenges of enrolment and HE participation rates, gender disparities, HIV & AIDS, brain drain, and the digital divide. However, the growth of interactive technologies opens up a range of opportunities to enhance higher education provision in Africa. ICT has the potential to ensure rapid, cost effective and reliable communication, networking and access to and publication of information which, in turn, should enhance productivity, education and development. Student learning can be transformed through e-learning, by giving them more learning options and flexibility of use, and e-learning can be useful for addressing common teaching and learning challenges like large classes and diverse classrooms. Despite commitment to the development of ICT, the amount needed for investment in higher education in Africa is huge, which is why ODL and OER are viable and affordable strategies for improving access and increasing the availability of teaching materials, especially given the plethora of challenges that impede the rollout of higher education in Africa. The most critical influence on the quality of tertiary education is perhaps the availability of learning resources. All countries and higher education institutions need to be making investments in materials development to improve the quality of teaching and learning, and the most cost-effective approach is to harness OER. This is because OER eliminates unnecessary duplication of effort by building on what already exists elsewhere, it removes costs of copyright negotiation and clearance, and over time, can engage open communities of practice in ongoing quality improvement and assurance. Given the promise of ICT, OER, and ODL, it would be remiss to not seize upon the opportunities they offer. The paper therefore outlines key areas of action to promote ICT, OER, and ODL in African higher education. 1.6.1 Areas for Action 1.6.1.1 Investing in the Policy Environment The potential of ICT, ODL, and OER can only be realized when it is embedded in a context that is open to innovation and supported by a favourable policy environment. Government policy often determines the parameters of such initiatives through laws, regulations, and allocation of funds. Integration into broader national and regional policy priorities is thus central to success and sustainability. Perhaps the most effective way to accelerate open licensing and sharing of higher education resources would be adoption/adaptation and approval of an appropriate national open licensing framework, with clearly defined options for use by all higher education stakeholders, ideally as part of an overarching policy framework on IPR and copyright in higher education that spans both research and teaching activities. Institutions will also benefit from clear, detailed plans for implementing technology, while educational administrators should be willing to review technological implementation plans regularly and revise them as necessary. This will require strong leadership to convincingly communicate these plans to all constituents, and the involvement of all stakeholders so that there is a common vision and shared ownership of policies and plans. There is also an opportunity to develop and implement formal OER and Open Access policies and contextual differences across institutions present different levels of opportunity for policy engagement. With regards to OER, it may be worthwhile to provide incentives for academics to participate in OER initiatives. This would also entail ensuring that staff 20 workload models allow for curriculum, course, and materials design and development, as well as for research activities. Furthermore, institutions will benefit from establishing and maintaining a rigorous internal process for validating the quality of educational materials prior to their publication as OER. Adequate funding and business planning is required to ensure the long term sustainability of programmes and institutions. ICT, ODL, and OER should not be considered as ‘add-ons’ but rather be integrated into university structures and university funding models to ensure their sustainability. Funding efforts might, therefore, focus on the following issues, amongst others: 1) Sustainable investments in ICT infrastructure, in terms of acquisition, maintenance, and regular replacement of obsolete equipment; 2) Promoting awareness of potential cost benefits of OER, e- and m-learning, and ODL (with concrete examples) to create good understanding of costing; 3) From a national perspective, placing mandates on institutions to license materials developed with public funding under an open licence. 1.6.1.2 Development of Strategies at the Regional Level Due recognition should be given to RECs and regional higher education associations, many of which have already embarked on the process of harmonization of higher education and promoting collaboration among the institutions through academic mobility in their respective region. Regional associations can become critical building blocks of a continental AHERS, and the following is therefore suggested: • Regional higher education bodies and RECs may consider developing regional ICT and ODL strategies that create an explicit link with higher education. These strategies should maintain coherence with continental initiatives but seek to address region specific issues. • The creation of regional platforms for sharing information on ICT policies and courseware and exchanging experiences is a useful way of increasing the positive contribution of ICT to education. • Affordability poses real problems for accessing ICT in higher education institutions in Africa. As a result, regional collaboration might focus on strategies to determine how limited resources may best be pooled or used to provide access to hardware, access to affordable/reliable high speed Internet connections, technical and training support, and applications and content. 1.6.1.3 Widening Access ICT infrastructure is a prerequisite for all ICT in education applications, as well as effective use of OER and development of ODL programmes. Ensuring that every higher education institution is connected requires a sustained political drive to provide connectivity throughout the education system to facilitate deeper and wider access to the Internet, online resources, and institutional systems. This may require changes in the telecommunications regulatory environment aimed at driving down the price of connectivity. This should form part of the vision of national education systems to ensure that every educator has access to a relevant computing device and associated ICT peripherals. Policy interventions will also be required to ensure that under-serviced areas receive infrastructure investment and remote education institutions also get connected to a telecommunications networks. The promotion of NRENs is one possible solution to this issue, but this often requires regional entities to negotiate access with larger networks in Europe and elsewhere. Taking a continental approach and developing a continental strategy for improving bandwidth and internet access speed could provide a more harmonized approach and a strong 21 bargaining position that could yield reduced costs and complexity for all higher education institutions on the continent.14 Furthermore, all students, regardless of their geographical location or income level, need to be provided access to the necessary resources (harnessing all media as appropriate) and available learning opportunities to enable them to complete their studies successfully. It thus becomes critical to open access to content, so that it can legitimately be used and manipulated by learners to support their learning. Finally, educational and governmental bodies should clearly define their commitment to the goals toward which the technology will be applied, ensuring that issues regarding accessibility and equity are covered, developing measurable objectives and realistic timelines, assigning specific responsibilities to individuals and groups who will facilitate the change process, and providing the necessary resources. 1.6.1.4 Capacity Building The implementation of ICT and/or ODL methods to enhance education requires leaders who are flexible, open to new ideas, and willing to make decisions, and thus there is a need to build capacity in African leaders and administrators to ensure that leveraging ICT for a knowledge society is both a top-down and bottom-up process. In addition, relevant ongoing professional development activities should be made available to all educators to enable them to acquire the skills and competencies necessary to use ICT to perform their jobs effectively and productively. This requires that educators be provided the necessary resources (harnessing all media as appropriate), tools, and information for teaching to create effective learning opportunities for students. Incentives should be provided to encourage or, where appropriate, require the use of ICT by relevant personnel. In addition, the time and effort required to develop and support ODL and e-learning courses needs to be recognized. Without this, professional development investments are likely to have limited effect. As part of this capacity building effort, there is value in creating and sustaining effective communities of practice to foster sharing of information and collaboration. Such collaboration has additional potential side benefits of improving quality (through reviewing and vetting others’ materials), increasing access and reducing costs through sharing. Finally, consideration needs to be given to how the private sector can engage with institutions of higher education to build ICT capacity and assist in the progress towards knowledge based societies and economies in Africa. 1.6.1.5 Quality Matters In ensuring the quality of ODL and OER, there is a need to build a common understanding of quality through broad consultation, introduce mechanisms for programme accreditation and institutional audits against sound criteria, ensure collaboration and partnerships in setting quality criteria, and promote internal and external forms of quality assurance in order to prevent poor practice and to stimulate innovation. In addition, it may be useful to consider following up on the development of a continental QA framework and ensuring that issues of ODL and OER are integrated into the framework. At the national level, ODL offerings in most African countries appear predominantly to be undifferentiated from conventional offerings. This calls for a need to focus on preparing separate QA of ODL or ensuring that QA of ODL forms part of broader educational QA guidelines and policies. Where countries and institutions do not have or are developing their QA frameworks, there is a potential to include ODL and e-learning elements early in the formation of such frameworks, thus making it easier to ensure that innovation and QA go hand in hand. The role of the ACDE QAAA and 14 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 22 the AAU will be of particular importance in this area. Institutions will also benefit from periodic reviews of institutional OER and ODL practices to determine the value of their policies and practices. 1.6.1.6 Enhancing Management, Administration, and Operations The successful application of ICT in improving systemic efficiency and operations can lead to improvements in delivery of higher education. In particular, investments should be made in developing applications that significantly improve the quality of management information systems (at national and institutional level) and the ability to use these systems to support strategic decisionmaking and policy implementation; and contribute to stimulating free flow of information throughout the education system. This can facilitate better planning, monitoring, and resource allocation. Improved use of the Internet, computers and mobile and wireless technologies can also enhance data gathering, analysis and use at universities. Institutions can use an electronic management system to manage their day-to-day operations. This should generate required national Educational Management Information System (EMIS) data automatically, so that no additional work is required to meet national, regional and continental reporting requirements. 1.6.1.7 Content Creation and Knowledge Management Key players in African higher education may want to consider judicious investments in content creation to ensure compliance with African curricula, or local language demands, motivating usage by teachers and learners. These materials would ideally be released using open licences to facilitate re-use and on-going adaptation. Adopting policies that lead to release of intellectual capital under open licenses and ensuring that this is stored in a sustainable online repository would help significantly to reduce wastage and duplication of investment. In addition, they can invest in open access journals that drive innovation and meet the needs of scientific research at institutions. Related to this is the potential to invest in knowledge management systems and strategies to store, curate, and share educational content. Ideally, to ensure cost-effectiveness, this would be done as part of a coordinated regional strategy or in partnership with emerging global OER networks and repositories. An online repository of case studies, evaluation findings, trends in ICT, best practices and models and tools for financial planning and evaluation would support capacity building for African leaders, while creating a managed online environment for them to publish and network with each other. 1.6.1.8 Research, Monitoring, and Evaluation Development of research is vital for Africa, and is a core function of higher education system. Thus, it is vital to invest in a continuous process of evaluation of ICT-related interventions in education, ODL programmes, and use of OER. The availability of open access publications means that African academics have the opportunity to disseminate their research fast, with world-wide coverage, allowing them recognition as their papers are read and cited by others. In addition, they have quick, free access to articles of interest (although a prerequisite would be good Internet access). Critically, though, it is important to ensure that African universities make a growing contribution to these knowledge bases, as African research experience and output is currently highly under-represented in these emerging global knowledge networks. 1.6.1.9 Awareness-raising and advocacy Advocating the benefits of ICT, ODL and OER is important to realize benefits of their potential and promise and to address misperceptions. In particular, it may be worthwhile preparing a sound rationale and vision for ODL and OER to advocate and promote their adoption. For institutions starting ICT-based, OER, and/or ODL initiatives, awareness creation is likely to be essential to drive institutional adoption of, e- and m-learning, OER and/or ODL. This may include holding consultations 23 and workshops with relevant stakeholders. Furthermore, it is important that such policies be aligned to institutional mission and objectives to ensure buy-in. 1.7 Implications for an African Higher Education and Research Space This report sought to provide a comprehensive overview of progress, opportunities, and challenges associated with the use of ICT, ODL, and OER in African higher education. Drawing on this, it has identified some broad areas for action for consideration by role players in the sector. In this final section, it draws together these analyses to reflect on the potential implications for an AHERS. Necessarily, there is some degree of repetition, but the analysis below provides a summary of key issues for consideration in establishing an AHERS. This has two components: first, exploring how ICT, ODL, and OER can contribute to establishing and maintaining an AHERS; second, discussing possible ways in which an AHERS, when it is established, can contribute to effective use of ICT, ODL, and OER in higher education in Africa. 1.7.1 Roles of ICT, ODL, and OER in Establishing and Maintaining and AHERS 1.7.1.1 Harnessing ODL and e-Learning to Strengthen Teaching and Research Capacity Possibly the most obvious contribution that ICT, ODL, and OER can make to establishing and maintaining an AHERS is to support development of teaching and research capacity. A coordinated continental approach to developing programmes would enable larger-scale implementation in a significantly more cost-effective fashion, particularly if existing curricula, materials and teaching and learning methodologies already developed on the continent are harnessed. If the resulting course and programme materials can be released as OER, they can be cheaply translated and adapted to different contexts without having to pay significant fees. Such an activity could potentially be coordinated by the AAU, possibly with key support from the ACDE and its member institutions. Another key capacity gap is in the qualifications of academics in many institutions. ODL, e-learning, and flexible learning programmes offer opportunities for academic staff to upgrade their qualifications without having to travel to study full-time. A coordinated approach to delivery of these programmes and the matching of supply with demand would serve to accelerate these professional development initiatives, thus supporting the development of an AHERS. For this to work successfully, the AU’s Harmonization of Higher Education Strategy has a key role to play in ensuring equivalence of qualifications across the continent; and the implementation of he AU Quality Rating Mechanism and the ACDE’s QAAA can make a significant contribution to ensuring that ODL and e-learning qualifications available via ODL and e-learning are of a high standard and will be recognized by the institutions at which participating academics are working. Finally, ICT can play a significant role in supporting capacity building by enabling academics to work together on research and educational activities without having to be in the same institution and/or country. It can enable academics to enter into mentoring relationships that enable them to gain access to this expertise without having to travel or move institutions. This kind of partnership is readily facilitated by effective use of online communication and collaboration tools. To work effectively, this will also benefit from regional and/or continental coordination, so that people with similar educational and research interests can find each other through, say, a web platform that matches people by these interests. Several of the continental agencies identified in this report would be well placed to launch such an initiative. 24 1.7.1.2 Developing Appropriate Continental Database Systems ICT has created enormous opportunities in online sharing of information and resources, which hold great promise for building an effective AHERS, including: • The AAU’s DATAD, which holds significant promise to make accessible large volumes of African intellectual capital in the form of theses and dissertations. Implemented in parallel with institutional efforts at digitization of research products and their sharing through institutional repositories, this liberation of African intellectual capital for open access across the continent has huge potential to develop an effective AHERS. • Open Access Journals, which are an important contributor to improving access to research generated in African universities. Although there is a growing number of highly respected open access journals, greater effort is required both to support (in policy and financially) the establishment of open access journals in key areas and to encourage academics to publish their research in open access journals. There are already several efforts of this kind underway on the continent, so the priority should be to bolster these rather than to create new initiatives. • OER Repositories, such as those established by individual institutions, OER Africa, and the AVU. Like open access journals, these online repositories are making available growing numbers of high quality OER that have been produced by and for African higher education programmes. Further support of these initiatives and encouragement to both academics and whole institutions to share their resources under open licences can make a significant contribution to building an effective AHERS. If this can be complemented by initiatives of International Governmental Organisations (IGOs), development banks, and donors to provide access to their intellectual capital under similar conditions, the contribution to African higher education could be significant, as this creates a strong and ever-growing platform of readily available intellectual capital on top of which to further develop higher education systems on the continent. • The AU Quality Rating Mechanism and associated online systems (including the ACDE’s QAAA), which hold enormous potential to make accessible important information about educational programmes available across African universities, their educational quality, and the opportunities these programmes generate for cross-border academic mobility. • The AU Education Observatory, which has a key role to play in gathering, analysing, and sharing information about key trends in African higher education. ICT plays a major role in these statistical and analytical exercises. 1.7.1.3 Adoption of Open Licences for Sharing Educational Resources and Research Outputs As open licences make sharing and re-use of intellectual capital significantly easier and more costeffective, many institutions and other agencies involved in higher education are making commitments to share their intellectual capital online under open licences, with significant ramifications for ease and cost of access to information. From this perspective, establishment of an AHERS would be facilitated by the following activities taking place within and across higher education systems in Africa: • Ensuring that countries and institution have in place robust, enforceable IPR, copyright, and privacy policies, the terms of which are accurately reflected in all legal contracts and conditions of employment. As part of this policy process, it would be useful to consider the relative merits of creating flexible copyright policies that apply open licences to content by default, but that also make it easy for staff to invoke all-rights reserved copyright or other licensing permutations where this is justified. • Investing in ongoing awareness-raising, capacity-building, and networking/sharing activities to develop the full range of competences required to facilitate more effective use of open licences. These activities could aim to encourage a shared vision for open educational practices within higher education institutions, which would ideally be aligned to those institutions’ vision and mission. 25 • Ensuring that academics and students have ubiquitous access to the necessary ICT infrastructure and connectivity to access the Internet and develop or adapt research and educational materials of different kinds. 1.7.1.4 Use of Social Networking Tools to Facilitate Collaboration Finally, a critical role for ICT in supporting the effective creation of an AHERS is deployment and use of social networking tools to facilitate collaboration. Although there is burgeoning range of online Communities of Practice that provide vibrant and effective networks of sharing of expertise in different aspects of higher education, the presence of African academics in many of these Communities is very minimal, while often those established specifically for African higher education are not especially active (although there are exceptions to this). Effective, development of an AHERS will be significantly enhanced by more effective use of social networking tools to facilitate collaboration, combined with concerted efforts to encourage (or, in certain circumstances, require) more active engagement by African academics in these online Communities. There is generally not a need to establish new online communities, but rather to coordinate efforts to use these tools to facilitate sharing of expertise and collaborative online approaches to problem-solving, research, and even teaching and learning. Where these online communities can be integrated with evolving tools that facilitate translation of text, they might also help to facilitate dialogue between African academics who speak different languages. 1.7.2 Roles of an AHERS in Supporting Effective Use of ICT, ODL, and OER 1.7.2.1 Collaboration, Coordination, and Partnerships This report has highlighted the breadth and range of organizations supporting effective use of ICT, ODL, and OER in higher education in Africa. It is naturally essential that an AHERS should seek to coordinate, rather than duplicating, these efforts. Thus, its activities will need to be underpinned by a strong commitment to engaging the wide range of players and stakeholders in the sector in order to work out strategies to facilitate collaboration, coordination, and partnerships between them. There are several benefits to increased coordination and collaboration, most usefully preventing the duplication of efforts thus saving costs and time. In this regard, the following is suggested: • An AHERS should seek to ensure that there are appropriate forums, short courses, and leadership capacity programmes so that African leaders are capacitated to support and make decisions which seek to leverage ICT, ODL, and OER effectively. • An AHERS should encourage a continental/multilateral initiative for the integration of ICT and OER into higher education, with an emphasis on partnerships between the private sector and institutions with established experience in effective use of ICT. • An AHERS should facilitate the work of the ACDE to further develop and maintain a comprehensive database of ODL and OER providers, experts, and initiatives to increase visibility of various activities, share expertise, and to coordinate efforts. Strong support will be necessary to ensure that the work already commenced by the ACDE is sustained and kept up to date. Partnerships can also be forged in this regard with other relevant initiatives, such as the AAU’s DATAD, the AVU OER Repository, and OER Africa. • Support should be provided to the further development of a suitable continental monitoring and evaluation programme for Higher Education, which incorporates metrics related to ICT, ODL, and OER. The AU Education Observatory is in a unique position in this regard to work with partner institutions to expand a set of indicators developed for the Second Decade of Education for Africa 2006-2014 initiative to measure progress of RECs, continental and regional partners, member states, and institutions. • An AHERS might function as a mechanism to stimulate the launch of a series of specialized Communities of Practice related to ICT, ODL, and OER. 26 1.7.2.2 Awareness-Raising and Advocacy There are many agencies already actively engaged in advocacy, at continental, regional, national, and institutional levels, in ICT, ODL, and OER. Nevertheless, there remains a strong need for ongoing advocacy, ideally by supporting these existing initiatives and finding ways to amplify their reach and effectiveness. Specifically, it is important, within an AHERS to: • Sensitize governments about the potential of ICT, ODL, and OER to enhance access and improve the quality of higher education in Africa. Whilst there have been efforts towards, and achievements gained with regards to ICT in general and ODL in particular, more emphasis needs to be placed on sensitizing governments and African academics about the potential of OER. • Ensure that African leaders have a good understanding of ICT, ODL, and OER to make informed policy and investment decisions to harness ICT, ODL, and OER to support higher education development. • Help governments to review national ICT/connectivity policies and strategies for Higher Education, given the centrality of ICT to accessing and sharing content online and, increasingly, to effective use of ODL. • As part of the above, expand the reach and impact of National and Regional Research and Education Networks to ensure that all institutions of higher education have access to stable and fast internet. • Increased coordination and resource-sharing between African institutions should be beneficial as institutions move to fully integrate ICT into their teaching and learning, while regional platforms for sharing information on ICT policies and courseware and exchanging experiences are useful to increasing the positive contribution of ICT to not only to higher education but all levels of education. 1.7.2.3 A Focus on Open Licensing Given the importance of open licensing and the potential contribution of open access publishing and sharing of OER to the development of higher education in Africa and sharing of African knowledge with the world, it is suggested that an underlying principle of all activities within an AHERS be that resources are shared under a suitable open licence. This will facilitate free sharing and flow of knowledge within and beyond the Space, thereby facilitating its core functions of developing higher education on the continent and raising the profile of African higher education globally. It will also be important for an AHERS to be familiar with the shifting terrain of IPR and copyright and understand the range of licensing options available for research and educational materials. An AHERS should also create opportunities for stakeholder-driven debates about the likely effect of these changes and how they might influence national higher education systems and qualifications frameworks in higher education. A good way of motivating institutions and organizations to adopt OER policies and practices is for an AHERS to adopt an open licensing approach itself, thereby modelling and encouraging a culture of sharing. Thus, in this regard, to adopt and support the use of content management and authoring tools (web content editing tools, content management systems), templates, and toolkits that facilitate the creation of adaptable, inclusively designed educational resources would be a good starting point for an AHERS. Any new materials commissioned for development by the AHERS should be licensed under a suitable Creative Commons licence so that they can be freely copied and adapted, by the public, but with proper recognition. 1.7.2.4 Developing Appropriate Policies and Plans An AHERS can play an active role in promoting the development of both national and institutional ICT policies and strategic frameworks that consider the role of ICT, ODL, and OER in curriculum delivery. It is especially important to ensure that these policies and plans, at the very least, invest in ongoing policy cycles of planning, implementation, reflection, refinement, effectiveness, and user 27 acceptance. They should ideally also include performance indicators so that progress can be measured. At the continental level, the African Union can be a driver of the connection between higher education and ICT. Already, this relationship can be see through the Second Decade for Education in Africa (2006-2014) Plan of Action that stipulates that ICT development in higher education should be pursued.15 Continental partners could work with the AU to develop a continental strategy document for integrating ICT into higher education. African leaders could also benefit from access to a dynamic repository of policy frameworks, case studies of African and international experience, legislative frameworks, and monitoring and evaluation outcomes relating to the use of ICT for education and development, as they could learn from best practices and understand the necessary policy mechanisms required to build ICT capacity in higher education. 1.7.2.5 Building Capacity There are many ways in which an AHERS can contribute to building capacity in ICT, ODL, and OER, working in partnership with those agencies and institutions already active in these areas on the continent. These might include: • Developing common, openly licensed course and programme materials that can be adapted and used in professional development initiatives; • Supporting the aggregation and release under open licences of digital learning resources produced in African countries in order to widen and deepen the pool of available educational content that is specifically designed with African educational contexts in mind; • Supporting the development of NRENS, and deployment of associated data networks and applications (grid-computing, video-conferencing, e-learning, and so on); • Developing the capacity of policy makers and regulators to enable them to establish more effective ICT in education policies, strategies, and regulatory frameworks; • Investing in ongoing awareness-raising, capacity-building, and networking/sharing activities to develop the full range of competences required to facilitate more effective use of educational resources in education delivery. 1.7.2.6 Strengthening the Focus on Research Given the centrality of research to the concept of an AHERS, it is important that emphasis should be placed on research in the fields of ICT, ODL, and OER. Drawing on case studies and expertise existing in Africa, AHERS can, amongst other research activities: 1) Invest in a continuous process of research and evaluation of ICT-, ODL- and OER-related interventions in higher education. A key focus should be on ensuring that the resulting research is formally published to widen access to knowledge from Africa. 2) Invest in knowledge-sharing events and innovative ways of publishing and distributing research findings, so that African professionals have access to research, monitoring, and evaluation findings, and are themselves producers of knowledge and lessons to share globally. 3) Support the development of regional, national, and institutional knowledge management systems and strategies to store, curate, and share educational content, ideally as part of a coordinated national, regional, or continental strategy and in partnership with emerging global OER networks and repositories. 15 African Union. (2006). Second Decade of Education for Africa (2006-2015 ) Plan of Action revised August 2006. Tertiary Education, Activity Nine. Retrieved from http://www.nepad.org/system/files/Second%20Decade%20of%20Education%202006-2015.pdf 28 Ensure that donors and governments invest in open access journals that drive innovation and meet the needs of scientific research at institutions. 5) Develop resources that showcase and research best practices for integrating ICT, ODL, and OER into higher education, which can be shared across the continent. 6) Coordinate through appropriate partnerships, investment in pilot projects that test the use of new and innovative technologies, ensuring that these experiments are well evaluated and the results widely shared. 4) The AU could play an important role in organizing and conducting monitoring and evaluation of regional and member state ICT initiatives. Particularly, the AU Observatory is well positioned to fulfil such a role and already does so in the context of the Second Decade of Education for Africa 20062014. Member states and RECs could work with the AU Observatory and its partners to develop a process and capacity for collecting information on efforts to achieve ICT in higher education (a key activity of the Second Decade Plan of Action). 1.8 Conclusion This report demonstrated that ICT, ODL, and OER are an integral and essential part of the higher education landscape on the continent and that there are already several agencies and institutions actively involved in each field. The report identified several key areas for action, and then drawn from these a concrete set of implications for an AHERS. We hope it makes a useful contribution to forging this space to the advantage of all students currently enrolled in African universities, as well as for those generations of students who will enrol in, and graduate from, our higher education institutions in the future. 29 2 Introduction The African Higher Education and Research Space (AHERS) seeks to create opportunities for institutional, national, regional, and continental collaboration using the common challenges experienced by higher education institutions in Africa as the driving force behind this collaboration. AHERS is an initiative spearheaded by the Association for the Development of Education in Africa (ADEA) Working Group on Higher Education (WGHE), African Union Commission (AUC), United Nations Economic, Scientific and Cultural Organization (UNESCO), and Association of African Universities (AAU) among others, following the 2009 UNESCO World Conference on Higher Education (WCHE) whose Communiqué placed emphasis on the need to develop an African Higher Education and Research Area through institutional, national, regional and continental collaboration. The basic objectives of creating an AHERS are to strengthen the capacity of African higher education institutions through collaboration in teaching and research, improve the quality of higher education, and promote academic mobility across the continent through the recognition of academic qualifications.16 Several aspects have been identified for fostering collaboration, among them promoting open and distance learning (ODL) to improve access to tertiary education and effective use of information and communication technology (ICT). 17 This report, which is based exclusively on desk research, explores how ODL and ICT, as well as use of open educational resources (OER), can serve to strengthen and sustain AHERS. This is done by providing a description and analysis of opportunities and challenges in current practice in use of ICT, ODL, and OER in higher education in Africa. Policy issues in these three areas are also discussed. The report concludes with recommendations on how ICT, ODL and OER can be harnessed to establish and maintain AHERS. 2.1 Overview of ICT, ODL, and OER The past 15 years has seen rapid development in Information and Communication Technology (ICT), and an accompanying explosion of ICT-related activity in the higher education sector, as higher education institutions and national systems deal with the challenge of how best to deploy the potential of ICT to the benefit of students, academics, and countries. Increasingly, investment in ICT is being seen by higher education institutions as a necessary part of establishing their competitive advantage, because it is attractive to students and because governments, parents, employers, and other key funders of higher education regard it as essential. Since the emergence of ICT, the dominant focus in higher education has been on educational applications of ICT (often described as e-learning). This is partly because of the exciting array of educational possibilities created by new technologies, but also because the educational benefits of technology have been so strongly advocated in the marketing campaigns of technology companies. An additional reason for this focus on the educational applications of ICT has been that much of the exploration of potential applications of ICT has been driven by individual academics or departments. While this has helped to develop much greater knowledge about potential educational applications of technology, thinking about ICT to support teaching and learning in isolation is a false starting 16Mohamedbhai, G. (2011). Lessons from Europe: Towards an African Higher Education and Research Space. Retrieved from http://www.insidehighered.com/layout/set/popup/blogs/the_world_view/lessons_from_europe_towards_an_african_hig her_education_and_research_space. 17 ADEA Working Group on Higher Education. (2011). Creating an African Higher Education and Research Space: Concept Note. Retrieved from http://www.scidev.net/uploads/File/Final_AHERS_Concept_Note_English.doc 30 point, as it generally assumes effective underlying systems that manage and administer that education. Thus, ICT in higher education also needs to focus on the use of ICT for management and administration as well as for other functions such as research purposes. ICT has also created a revolution in open and distance learning (ODL), offering new and more flexible learning opportunities. It provides the tools needed to extend basic education to underserved geographical regions and groups of students, and has the potential to empower teachers and learners through vastly improved access to information. The concept of ODL is a combination of the concept of open learning with that of distance education. Open learning is an approach to learning that allows learners flexibility and choice over what, when, at what pace, where, and how they learn. Distance education is characterized by separation of learners and teachers by geographical distance and time. Open learning is very often, but not necessarily always, provided using distance education methods.18 The above explanation is similar to that of UNESCO, which describes ODL as approaches that provide education in a context that frees learners from the constraints of time and location during access to this education. Learners can choose when and how they want to study, wherever they are. Learners can be taught by lecturers who are geographically removed from them, and technology can be used to support such learning.19 The Commonwealth of Learning (2005) highlight that two factors characterize ODL: its philosophy and its use of technology: Most ODL systems have a philosophy that aims to: • Remove barriers to education; and • Allow students to study what they want, when they want and where they want. In short, ODL is about increasing educational access and increasing educational choice. ODL systems typically use technology to mediate learning, for example: • Printed workbooks • Audio cassettes • Radio • The web.20 Thus, ODL is both a philosophy of and an approach to education provision. It also is generally a term used to describe learning that uses ICT to provide or enhance learning. There is no single system for providing ODL, and therefore a wide variety of courses are described as ‘open learning’ or as ‘distance learning’. Examples of ODL systems are: 1) Correspondence courses where students study for professional qualification and degrees; 2) Open learning systems using workbooks, study centres, and online conferencing to enable working adults to gain school-leaving qualifications; 3) Web-based courses used to update technical staff in the workplace; and 4) Distance education courses to upgrade classroom teachers without their having to leave their classrooms.21 18 About e-learning. Blog post Monday, October 15, 2007. Retrieved from http://aboutelearning.blogspot.com/2007/10/open-vs-distance-learning-is-there.html 19 UNESCO. Education quality and mobility. What is open and distance learning (ODL)? Retrieved from http://portal.unesco.org/education/en/ev.php-URL_ID=22329&URL_DO=DO_TOPIC&URL_SECTION=201.html 20 Commonwealth of Learning. (2005). Creating Learning Materials for Open and Distance Learning: A Handbook for Authors and Instructional Designers. The Commonwealth of Learning: Vancouver 21 Commonwealth of Learning. (2005). Creating Learning Materials for Open and Distance Learning: A Handbook for Authors and Instructional Designers. The Commonwealth of Learning: Vancouver 31 ODL is used for a variety of purposes, ranging from primary education to post-secondary school study, and for professional development. It is important to note that although technology plays a key role in the delivery of ODL, the focus is not on the technology of delivery, but rather on instructional outcomes. Another significant trend initiated by the explosion of ICT is a shift in the conception and value of content. Historically learning – in education institutions, the workplace, and society at large – has relied on printed materials to deliver a content-rich product. The advent of ICT and its associated rapid and cost-effective publishing opportunities means that this is no longer the case. Content-rich materials are no longer static nor are they the exclusive domain of publishing companies. This frees all citizens – but particularly those in education – to author and publish learning materials in electronic formats. Content itself can be dynamically updated and need no longer be the preserve of single authoring teams. Rather than the value being in the content itself, value is created in services that package and rapidly publish content that is both current and tailored for a myriad of audiences and purposes. This trend is clearly seen in the emerging concept of Open Education Resources (OER). In a nutshell, the concept of OERs describes educational resources that are freely available for use by educators and learners, without an accompanying need to pay royalties or licence fees. OER refers to: Educational resources (including curriculum maps, course materials, textbooks, streaming videos, multimedia applications, podcasts, and any other materials that have been designed for use in teaching and learning) that are openly available for use by educators and students, without an accompanying need to pay royalties or licence fees. 22 Although there is a clear connection between issues pertaining to ICT, ODL, and OER, this report focuses separately on each, describing current practices in Africa and using this to highlight some of the key opportunities arising from use of each. It also describes challenges associated with each area. With this background, the report then presents a series of guidelines and recommendations targeted specifically at the AHERS. 22 Butcher, N. (2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 32 3 ICT and Higher Education 3.1 Introduction ICT refers to technology that is used in the manipulation, storage, and conveyance of data through electronic means.23 ICT is considered a critical tool in preparing students with the required skills for the global workplace. It is regarded as an engine for growth and tool for empowerment, with profound implications for education and socio-economic development.24 The potential of ICT to tackle some of the socio-economic challenges facing Africa, and thereby impact on development, has led many countries to invest heavily in ICT, placing it at the centre of their development strategies, particularly in higher education.25 Many countries in Africa and elsewhere are embracing a vision for the development of Knowledge Societies, and adopting policies and strategies to encourage this development. Higher education is of vital importance in the Knowledge Society, as a source of basic skills, as a foundation for development of new knowledge and innovation, and as an engine for socio-economic development. Higher education is, therefore, a critical requirement in creating knowledge societies that can stimulate development, economic growth, and prosperity.26 It is not only the means by which individuals become skilled participants in society and the economy, but also a key driver in expanding ICT usage.27 This suggests that ICT plays a key role in facilitating education development. If universities are to harness ICT effectively to build knowledge societies, the implications are that there will be changing skills requirements for students, as well as changing roles for educators. The pursuit of knowledge requires understanding of where it is located, who has access to it, and why. This requires an important set of social skills or ‘relationship capital’, which has become important in employment contexts. The growing importance of ICT has placed increasing emphasis on the need to ensure that students are information literate (including having higher order skills). Likewise, universities are faced with a need to provide formal instruction in information, visual, and technological literacy, as well as in how to create meaningful content with today’s tools. This requires higher education institutions to develop and establish methods for teaching and evaluating these critical literacies. ICT use in higher education and development is not simply about teaching ‘ICT literacy’ – i.e. learning to operate the technology – but also about building higher-order skills, such as knowing and understanding what it means to live in a digitized and networked society and use digital technology in everyday life. This includes understanding how ICT applications and services function, as well as knowing where to search for certain information, how to process and evaluate information, and how to assess the reliability and trustworthiness of multiple sources of information (online and offline). Critically, ICT is valuable only as a means to achieve genuine knowledge societies. The growth of ICT 23 OpenLearn. (no date). ICTs in everyday life. Retrieved from http://labspace.open.ac.uk/mod/resource/view.php?id=371982 24 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, p.5. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 25 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, p.9. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 26 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, p.6. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 27 UNESCO Asia and Pacific Regional Bureau for Education (2004) Guidebook 1 - ICTs in Education and Schoolnets. Retrieved from http://www.unescobkk.org/fileadmin/user_upload/ict/e-books/SchoolNetKit/guidebook1.pdf 33 networks alone will not build a knowledge society.28 Thus, ICT is a facilitator for major education and development reforms, but not a sufficient condition. A UNESCO report supports the view of ICT as a facilitator in education and argues for its growth in education systems as ‘knowledge-society attributes in students, including higher order thinking skills, lifelong learning habits, and the ability to think critically, communicate, and collaborate, as well as to access, evaluate, and synthesize information’ develop. The report goes on to note that ICT can improve the learning environment through enabling greater access to information, resources, expertise and additional knowledge.29 This improved access to information is enabled through a growing ICT environment in Africa. A recent World Bank report highlights that access to ICT across the continent has improved, and the costs associated with access to ICT are reducing as more and more telecommunications markets are liberalizing and as the cost of devices is declining.30 This has important ramifications for extending ICT into African higher education institutions. ICT integration into higher education can result in improved service delivery, curriculum changes, or new quality assurance and production processes and a movement towards learner-centred philosophies.31 An ICT-enabled learning environment generally means a greater use of desktop and laptop computers, learning management systems, software, interactive whiteboards, digital cameras, mobile and wireless tools – such as mobile phones, and electronic communication tools, including email, discussion boards, chat facilities and video conferencing. Such an environment, then, clearly assumes connectivity to the Internet.32 3.2 ICT in Education Policies in Africa Internationally, the need to provide quality education for all learners has motivated countries to develop plans focused on the use of ICT for teaching and learning. The drive to promote ICT in education has typically been aligned with broader social and economic goals. In particular, visions of how ICT in education can lead to participation in a global knowledge economy and how ICT will improve country economies are explicated in ICT policies.33 In Africa, there is growing recognition by national, regional, and continental bodies of the role of ICT for socio-economic development. Evidence of this includes the many countries that have focused attention on developing national ICT policies and National Information and Communication Infrastructure Plans to support their socio-economic development efforts and ICT in education policies. There has also been significant growth of continental and regional strategies to create knowledge societies. The Association of Africa Universities (AAU) considers the development and use of ICT in higher education to be important in closing gaps between African and the rest of the world in knowledge, technology, and the economy. The AAU, along with the Inter-University Council for 28 UNESCO. (2005). Towards Knowledge Societies. Paris: UNESCO UNESCO Asia and Pacific Regional Bureau for Education. (2004) Guidebook 1 - ICTs in Education and Schoolnets. Retrieved from: http://www.unescobkk.org/fileadmin/user_upload/ict/e-books/SchoolNetKit/guidebook1.pdf 30 Williams, M.D.J., Mayer, R., and Minges, M. (2011). Africa’s ICT Infrastructure Building on the Mobile Revolution. World Bank: Washington. Retrieved from http://siteresources.worldbank.org/INFORMATIONANDCOMMUNICATIONANDTECHNOLOGIES/Resources/AfricasICTInfrast ructure_Building_on_MobileRevolution_2011.pdf 31 UNESCO Asia and Pacific Regional Bureau for Education. (2004). Guidebook 1 - ICTs in Education and Schoolnets. Retrieved from http://www.unescobkk.org/fileadmin/user_upload/ict/e-books/SchoolNetKit/guidebook1.pdf 32 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 33 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 29 34 East Africa (IUECA), has played a fundamental role in assisting national governments to draw an explicit role for institutions of higher education within the policies and strategies aimed at creating knowledge societies.34 The link with higher education in these initiatives is often present, and can be seen at the continental, regional, and national levels and with international partner institutions. The African Union, in its Second Decade of Education for Africa (2006-2015): Plan of Action, recognizes that education, and in particular, higher education is a critical sector, the performance of which directly affects and even determines the quality and magnitude of Africa’s development. The Plan of Action specifically promotes use of ICT and encourages use of e-learning in its Matrix of Activities for advancing Higher Education. In addition, the use of ICT is also encouraged for the development of curriculum and teaching materials: For Africa to entrench a culture of science, technology, research and innovation in its people, the teaching of science and technology must be reformed at all levels, with a special focus on the use of ICTs.35 Review the curriculum of literacy programmes, vocational training etc. To embrace modern technology, ICT, Open and Distance learning methods.36 The African Union also developed a Reference Framework for Harmonisation of Telecommunication and ICT Policies and Regulations in 2008. The Framework seeks to promote integration of ICT policies amongst member states by advocating for the liberalization and (in many cases) privatization of telecommunications markets, committing to universal access, and development of national ICT policies and action plans.37 Engaging with institutions of higher education appears to be an aspect of this reference framework through its allusion to the need to establish training institutions for ICT. Within these key continental frameworks, there are several other policy and related initiatives, examples of which are provided below: • The Africa EU-P8 partnership, which brings together representatives from the African Union and the European Union (EU), has the following priority area with regard to ICT: ‘support the development of an inclusive information society in Africa, with the goal of bridging the digital divide and to enhance the use of ICT as key enablers for poverty reduction, growth, and socioeconomic development’.38 Here, African institutions of higher education have benefited directly through assistance in establishing research and education networks that link into European high speed digital networks such as the Gigabit European Advanced Network Technology (GÉANT). Simply increasing connectivity and access to the internet is a big step for many African institutions of higher education and means greater access to information for students and researcher. • The African Information Society Initiative (AISI) has, as its main objective, to support and accelerate socio-economic development across the region.39 Education and building ICT 34 Farrell, G., and Isaacs, S. (2007). Survey of ICT and Education in Africa: A Summary Report, Based on 53 Country Surveys. Washington, DC: infoDev / World Bank. Retrieved from http://www.infodev.org/en/Publication.353.html 35 African Union. (2006). Second Decade of Education for Africa (2006-2015) Plan of Action revised August 2006. p.11. Retrieved from http://www.nepad.org/system/files/Second%20Decade%20of%20Education%202006-2015.pdf 36 African Union. (2006). Second Decade of Education for Africa (2006-2015) Plan of Action revised August 2006. p.15. Retrieved from http://www.nepad.org/system/files/Second%20Decade%20of%20Education%202006-2015.pdf 37 African Union. (2008). Reference Framework for Harmonisation of Telecommunication and ICT Policies and Regulations. Retrieved from http://www.itu.int/ITU-D/projects/ITU_EC_ACP/hipssa/docs/presentations/AUC%20%20Z.%20Bonkoungou%20-%20Reference%20Framework%20for%20Harmonization%20of%20ICT%20Policies%20EN.pdf 38 Africa and Europe in Partnership. (no date). Science, Information Society and Space. Retrieved from http://www.africaeu-partnership.org/sites/default/files/science_roadmap_final_1.pdf 39 African Union and Economic Commission for Africa. (2005). African Regional Action Plan for the Knowledge Economy Framework. World Summit on the Information Society Bamako Bureau. Retrieved from http://www.uneca.org/aisi/docs/arapke%20version%20of%20september%202005.pdf 35 infrastructure in the education sector is a central pillar of this initiative. AISI has assisted 28 African countries to build their national information and communications infrastructure, has undertaken capacity building programmes for the use of ICT in education, and launched the SCAN-ICT project, which seeks to measure the impact of ICT on people’s lives.40 • Southern African development Community (SADC) Member States have acknowledged the importance of ICT in meeting the challenges posed by globalization, facilitating the regional integration agenda, and enhancing the socioeconomic development prospects of the Region. Members have agreed on the need to develop an all-inclusive, balanced, and socially equitable information and knowledge-based society, which is founded on coordinated national strategies to integrate ICT into regional development policies effectively.41 • The Regional ICT Support Programme (RICTSP) is a development framework between: Common Market for Eastern and Southern Africa (COMESA), the East African Community (EAC), the InterGovernmental Authority for Development (IGAD), and the Indian Ocean Commission (IOC). The primary objective of RICTSP is to ‘contribute to the regional integration agenda through an effective and efficient ICT environment which will reduce the costs of trade and investment and thereby stimulate economic growth and reduce poverty. The purpose is to achieve a reduction in the digital divide by removing some of the constraints to the efficient use of ICT’.42 • The EAC has developed a number of policy initiatives to facilitate ICT development in the region, including: the Guidelines on Interconnection and access for telecommunications networks and services within the East African Community in 2008; a study of policy harmonization for the EAC in 2009; and a study of regulatory harmonization for the EAC, also in 2009.43 Institutions of higher education are referenced in these documents as integral to the development and integration of ICT into EAC member state economies. • The Economic Community of Western African States (ECOWAS) developed the Supplementary Act A/SA.1/01/07 on the harmonization of policies and regulatory framework for the ICT sector in 2007.44 In addition to encouraging member states to work together in advancing ICT development, ECOWAS has also sought to promote collaboration and coordination between institutions of higher education in the region. • In 2008, the Central African Economic and Monetary Community (CEMAC) developed six directives on ICT policy harmonization, universal service, interconnection, tariffs and data protection.45 By implementing these six directives, the environment for investing and engaging with ICT in Higher Education becomes more stable and affordable. Furthermore, a context is created where research and education networks can be established between institutions in the CEMAC region building ICT capacity and sharing best practice. 40 United Nations Economic Commission for Africa. (no date). Harnessing Information for Development. Retrieved from http://www.uneca.org/aisi/ 41 Southern African Development Community Regional Indicative Strategic Development Plan (no date). Retrieved from: http://www.sadc.int/attachment/download/file/74 42 COMESA. Regional ICT Support Programme. Retrieved from http://comesa.assure.danishictmanagement.dk/ 43 Research ICT Africa. (2010). Comparative ICT Sector Performance Review 2009/2010. . Retrieved fromhttp://www.researchictafrica.net/publications/Policy_Paper_Series_Towards_Evidencebased_ICT_Policy_and_Regulation_-_Volume_2/Vol_2_Paper_5__Comparative_ICT_Sector_Performance_Review_2009_2010.pdf 44 Ibid. 45 Ibid. 36 • In 2009, the Economic Community of Central African States (ECCAS) produced a set of recommendations to develop a regional framework for harmonizing national policies and regulations pertaining to ICT.46 Undertaking this initiative improves the context for fostering collaboration and cooperation amongst institutions of higher education in the region. At the national level, several countries have developed policies that cover use of ICT in higher education across Africa. For example, in Kenya, integrating ICT into tertiary education is a key priority of the National ICT Policy for Education and Training.47 In addition, the Strategic Plan 20082012 advocates increasing capacity in monitoring and evaluation and use of ICT, as well as identifying the gaps in ICT.48 The Strategic Plan also lays out a number of goals related to improving infrastructure and support for ICTs in higher education, collaboration with national and international partners, and improving the policy and regulatory environment to be supportive of ICT development.49 However, problems persist with inadequate budget allocations, while a perceived lack of consultation with relevant stakeholders has created tension and problems for implementation of these objectives.50 In Egypt, the Egyptian Information Society Initiative intends to exploit e-learning applications to spread knowledge and information using electronic means through the Internet. The Egypt Education Initiative’s objective is to improve education in Egypt through the effective use of ICT.51 In Nigeria, the Education Roadmap seeks to determine where and how to tackle pressing problems such as ICT in higher education.52 It emphasizes the need to improve ICT infrastructure, and develop and use e-learning tools. Early in 2012, the government released a draft of its newly formulated National ICT Policy. This policy is meant to consolidate and harmonize different policies and practices for ICT across the various sectors of the Nigerian economy. The process of its development resulted in the establishment of the Ministry of Communications Technology and the ICT Development Agency. The Policy gives specific attention to tertiary education by calling to develop ICT curricula, promote e-learning and distance education, and integrate ICT training in educational institutions.53 In Rwanda, the Higher Education Policy 2008 is considered integral to the Economic and Poverty Reduction Strategy, Vision 2020, National Investment Strategy, The National Science, Technology, Research and Innovation Strategy and the Integrated ICT-led Socio Economic Development Policy. 46 Ibid. . Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 48 Republic of Kenya. (2008). Strategic Plan 2008-2012: Quality Higher Education, Science, Technology and Innovation for National Prosperity and Global Competitiveness. Ministry of Higher Education, Science and Technology. Retrieved from http://chet.org.za/manual/media/files/chet_hernana_docs/Kenya/National/MHEST%20Strategic%20Plan%2020082012.pdf 49 Republic of Kenya. (2008). Strategic Plan 2008-2012: Quality Higher Education, Science, Technology and Innovation for National Prosperity and Global Competitiveness. Ministry of Higher Education, Science and Technology. Retrieved fromhttp://chet.org.za/manual/media/files/chet_hernana_docs/Kenya/National/MHEST%20Strategic%20Plan%2020082012.pdf 50 Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 51 Czerniewicz, L. (ed). 2007. Report on Higher Education ICTs and e-Learning in Egypt, p.4. Cape Town: CET 52Government of Nigeria. (2009). Roadmap for the Nigerian Education Sector. Consultative Draft April 2009. 53 Government of Nigeria. (2012). National ICT Policy. Retrieved from http://www.commtech.gov.ng/downloads/National_ICT_Policy_DRAFT_090112.pdf 47 37 The policy focuses on a number of issues, including use of ICT in learning institutions, and focuses on the ability to create greater access to information and communication and use of ICT as an alternative channel of education provision through e-learning.54 The Vision 2020 documents calls for greater investment in ICT skills infrastructure, as this is viewed as integral to promoting Rwanda as a science and technology hub in Africa.55 The Government has embarked on a number of education reforms to promote basic education and education for all, but the high cost of setting up and maintaining infrastructure and the high prices for Internet access have slowed implementation of these technology plans. However, government has started reforms in ICT and a number of infrastructure projects are in the pipeline to improve connectivity.56 Uganda adopted the Quality Assurance Programme in 2006, which focuses on higher education. The programme promises to increase budget allocations for higher education to build and enhance institutional infrastructure, with an emphasis on learning spaces and ICT. This appears to complement the government-adopted E-Government Strategic Framework, which created a central Ministry for ICT and sought to provide political and technical leadership for ICT across all levels of government, including education.57 Mauritius is arguably the most advanced African nation with respect to ICT in policy. The Education and Human Resources Strategy Plan 2008-2020 emphasizes ICT through committing to consolidate and upgrade the ICT infrastructure and capability to meet the challenge of making ICT the fifth pillar of the Mauritian economy.58 In addition, the National Strategic Plan for Education and Training 20082020 commits to making large investments in tertiary education. Furthermore, the private sector has invested in developing a modern and sophisticated ICT infrastructure for the tertiary education sector by establishing a local backbone and partially funding a submarine fibre-optic cable connecting the country to Asia, Europe, and continental Africa.59 The Ghana Education Strategic Plan (ESP) 2010-2020 prioritizes ICT in higher education by making it one of the plan’s six areas of focus. This is further reinforced by the Ghanaian ICT Policy that has an e-education sub-plan. This embodies a programme of deployment, use, and exploitation of ICT within the education system. However, ICT usage continues to be a problem in Ghana with only a few of the 46 institutions of higher education offering Bachelors in Informatics or appearing to have ICT integrated into the teaching, learning and research environment. In addition, access to sufficient network facilities, ICT tools, and e-learning options continues to be a problem.60 54Republic of Rwanda. (2008). Higher Education Policy. Ministry of Education Republic of Rwanda. (2000). Rwanda Vision 2020. Retrieved from http://www.gesci.org/assets/files/Rwanda_Vision_2020.pdf 56 Isaacs, S. (2011) . Case Study: Rwanda. In Transforming Education: The Power of ICT Policies. UNESCO, Paris. Retrieved from http://unesdoc.unesco.org/images/0021/002118/211842e.pdf 57 57 Ngugi, C. (ed). (2007). ICTs and higher education in Africa. Cape Town: Centre for Educational Technology. 58Republic of Mauritius (2008). Draft Education and Human Resources Strategy Plan 2008-2020. Ministry of Education, Culture and Human Resources. Retrieved from http://chet.org.za/manual/media/files/chet_hernana_docs/Mauritius/National/DRAFT%20EDUCATION%20and%20HR%20 STRATEGY%20PLAN%202008-2020.pdf 59 Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 60 Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 55 38 Malawi continues to struggle with integrating ICT into higher education, but action is being taken to rectify this through the ICT4dev policy and the National Education Sector Plan 2008-2013.61 The ICT4dev Policy prioritizes modernizing infrastructure, improving training, and promoting ICT literacy in the education sector as a whole.62 The National Education Sector Plan identifies strengthening of ICT training as a key part of improving the quality and relevance of Higher Education in the country.63 Malawi is also making efforts to develop a Malawian Research and Education Network, and has access to a fibre-optic infrastructure. This will markedly improve internet connections for the Malawian tertiary education sector. Tanzania developed the Education and Training Sector Development Programme 2008-2017, which commits the government to investing in ICT development in tertiary education. A Tanzanian Education and Research Network (TERNET) is currently under development, and will be part of the larger UbuntuNet Alliance. Since 2007, ICT infrastructure has been a priority for the government. Emphasis has been placed on providing high bandwidth internet to higher education institutions, as well as establishing a satellite connection in 2008. Government ICT policies were developed in education, and, in higher education specifically, government goals include: establishing an education network (TERNET); creating e-learning and ICT curriculum materials; use of ICT in classrooms; and improved ICT infrastructure. Tanzania also has an Institutional Transformation Programme, which seeks to restructure the organization and teaching methods in higher education towards greater use of e-learning. However, little evidence is available to determine if this has occurred and challenges remain such as the availability of skilled teachers and infrastructure.64 Namibia has placed a great deal of emphasis recently on ICT policy. In its policies, the government draws an explicit connection between ICT integration into education and the development of a knowledge based economy. In addition, harnessing ICT is viewed as an important way to improve quality in the education sector. The policy identifies a staff training component, which encompasses all people involved in the education system including teachers, lecturers, principals, administrative staff and other stakeholders. Teachers and lecturers are targeted for pre-service and in-service training to build their confidence in ICT, including communicating via email and understanding the value of integrating ICT in learning and teaching. The Namibian policy emphasizes pedagogical and curriculum reform, through the integration of ICT into educational environments. It suggests that the curriculum should promote skills of accessing, managing, and processing information, as well as promoting collaborative work skills, problem-solving, and learning The policy identifies three elements in the role of ICT in the curriculum: 1) curriculum for ICT skills and knowledge, which is referred to as ICT literacy skills; 2) ICT as a subject, which implies the study of computer studies and information technology geared towards more advanced technical skill development; and 3) Curriculum for the use of ICT within subjects, which is referred to as cross-curricula ICT. Currently, the Government of Namibia is making plans to lower the costs of bandwidth and improve accessibility through establishing a direct link to the SAT3/WASC/SAFE Consortium which is a submarine cable that originates in Portugal goes to South Africa and across the Indian Ocean to Asia. Namibia has many direct links to other neighbouring countries that provide the necessary Internet capacity. A crucial component of Namibia’s ICT in education implementation framework is the 61 Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 62ICT for Development.(2008). Malawi ICT4D National Strategy. Retrieved from http://d6.comminit.com/en/node/148481/307 63 Government of Malawi. (2009). Education Sector Implementation Plan. Retrieved from http://planipolis.iiep.unesco.org/upload/Malawi/Malawi_ESIP_FINAL.pdf 64 Ngugi, C. (ed). (2007). ICTs and Higher Education in Africa. Cape Town: Centre for Educational Technology. 39 establishment of the National Education Technology Service and Support Centre which is meant to provide ICT support in all educational institutions and take oversight responsibility for sourcing, refurbishing, installing and supporting ICT in these institutions.65 Ethiopia has integrated ICT as an integral part of its development programmes. The country still needs to put in place sufficient policies and regulatory instruments to support the integration of ICT into the education sector. Nevertheless, ICT is a component of the Sustainable Development and Poverty Reduction Program (SDPRP). The most recent policy framework found is the Plan for Accelerated and Sustainable Development to End Poverty (PASDEP), which ran between 2005 and 2010. This policy places ICT as a key element in the provision of education at all levels.66 Ethiopian universities are connected to an education and research network called the Ethiopian Education and Research Network (EthERNet). This network has improved access and speed of the internet for students and researchers in Ethiopia.67 South Africa maintains a sophisticated and advanced environment for ICT in higher education with many higher education institutions maintaining their own strategies for the inclusion of ICT into the research and learning environment. These institutional strategies are guided by the Department of Science and Technology Strategic Plan for Fiscal Years 2011-2016. This is a comprehensive plan outlining how South Africa will reinforce building an innovation economy. ICT and higher education are central pillars of this strategic framework, and particular emphasis is given to investing in cyberinfrastructure to promote research and development, investing in human capacity and skills in ICT areas so that innovation and development can occur through funding fellowships and bursaries, and the importation of skilled workers who can transfer knowledge in industry and institutions of higher education.68 In addition, the recently-released Department of Higher Education Green Paper for Post School Education and Training emphasizes improving access to ICT through enhancing infrastructure and developing high quality learning resources that are based on open education resource models.69 South African universities have come together to establish an National Research and Education Network (NREN) called the Tertiary Education and Research Network of South Africa (TENET), and through this have seen a real improvement in internet accessibility and speed since connecting to the SEACOM cable. TENET is part of the Ubuntu Alliance, and connects into the European research and education network GÉANT. 65 Isaacs, S. (2011). Case Study: Namibia. In Transforming Education: The Power of ICT Policies. UNESCO, Paris. Retrieved from http://unesdoc.unesco.org/images/0021/002118/211842e.pdf . 66 Government of Ethiopia. (2004). Plan for Accelerated and Sustainable Development to End Poverty. Retrieved from http://www.imf.org/external/np/prsp/2002/eth/01/073102.pdf 67 Research ICT Africa. (2010). Ethiopia ICT Sector Performance Review 2009/2010. Retrieved from http://www.researchictafrica.net/publications/Policy_Paper_Series_Towards_Evidencebased_ICT_Policy_and_Regulation_-_Volume_2/Vol%202%20Paper%209%20%20Ethiopia%20ICT%20Sector%20Performance%20Review%202010.pdf 68 Republic of South Africa. (2011). Department of Science and Technology Strategic Plan for Fiscal Years 2011-2016. Retrieved from http://www.dst.gov.za/publications-policies/strategies-reports/DST_STRAT_PLAN_2011.pdf 69 Republic of South Africa. (2012).Green Paper on Post-School Education and Training. Department of Higher Education. Retrieved from http://www.agriseta.co.za/downloads/Green_Paper_PDF_Final.pdf 40 The above examples provide an indication of the range of Neglecting how ICT and higher approaches to ICT Integration in Higher Education and are education will be integrated leaves a illustrative of the myriad of initiatives that exist. They gap in understanding what capacity highlight the existence of numerous and varied ICT policy and capability exists within the frameworks within Africa at the continental, regional, and country. There are some exceptions national levels. This context represents significant change to this, but, in advancing the use of from a few years ago, when ICT policies amongst African ICT in higher education across nations were difficult to identify, and lacked a clear path Africa, it will be important to assist for integrating ICT into higher education. This indicates governments in developing more that many African nations are recognizing the importance detailed policies and of ICT in promoting social and economic change in their implementation plans. countries, and the important role of higher education institutions in driving this change. However, many policy documents provide a passing reference to ICT in higher education without providing much clarity in terms of mechanisms for integration. Neglecting how ICT and higher education will be integrated leaves a gap in understanding what capacity and capability exists within the country. There are some exceptions to this, but, in advancing the use of ICT in higher education across Africa, it will be important to assist governments in developing more detailed policies and implementation plans. Articulating specific deliverables for ICT in higher education (for example, learning materials, learning management systems and/or infrastructure) will assist African leaders, international and private partners, and institutions in ensuring lofty strategic plans are commensurate with actual progress. 3.3 Continental and Regional ICT Initiatives In understanding the current context for ICT use in higher education, it is first necessary to consider what is taking place at the different levels of governance in Africa. The following section provides examples of what is taking place at the continental and regional level in terms of integrating ICT into higher education. There are several initiatives contributing to advancing ICT in higher education in Africa, and some examples are provided below. 3.3.1 Association of African Universities (AAU) The Association of African Universities is the apex organization and forum for consultation, exchange of information, and cooperation among institutions of higher education in Africa.70 The AAU is a proponent for African institutions of higher education and seeks to develop greater understanding of opportunities and challenges faced by universities on the continent. In 2000, the AAU hosted a technical experts’ meeting to discuss the use of ICT in higher education, from which a research project emerged to determine institutional capacity of ICT use in teaching, learning and research. 71 Finally, the AAU has been integral in providing funding for research into ICT and higher education, recently supporting a study on ICT research output in African higher education institutions.72 During 2004/5 the AAU established the Working Group on Information and Communication Technology. The aim of this working group is to help member institutions to develop and implement action plans for ICT and to set up a network of African higher education institutions to negotiate the acquisition 70 About AAU. Retrieved from http://www.aau.org/?q=about Technical Experts Meeting on the use and Application of Information and Communication Technologies in Higher Education Institutions in Africa. 17th - 19th May, 2000. University of Dar es Salaam, Dar es Salaam, Tanzania. Retrieved from http://rc.aau.org/files/english/documents/aau-ictreport-p31.htm 72 Kaino, L., Mtetwa, D., and Kasanda, C. (2011). ICT Research Output in Higher Education Institutions: Utilization of ICT Knowledge at Some African Universities. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/luckson_kaino_ICT_Role.pdf 71 41 of higher bandwidth at lower cost. The AAU has supported this objective by establishing the Research and Education Networking Unit, which promotes the establishment of research and education networks in Africa.73 It has been engaged in using ICT to promote access to and publication of African research. In particular, it has created the Database of African Theses and Dissertations (DATAD), which is ‘a programme to improve management and access to African scholarly work. Theses and dissertations represent a significant proportion of Africa’s research activity’.74 3.3.2 ADEA Working Group on Higher Education (WGHE) The Association for the Development of Education in Africa (ADEA) is forum for policy dialogue on education policies, serving as a catalyst for policies and practices through the pooling of ideas, experience, lessons learned and knowledge. A major objective of ADEA is to encourage exchanges and reinforce links between ministries of education and development agencies.75 The ADEA WGHE focuses on key issues facing African higher education such as gender mainstreaming, HIV/AIDs in higher education, and in 2000 undertook a five year project to assist universities develop strategic plans for use and integration of ICT.76 The ADEA WGHE supported the University of Namibia and the National University of Science and Technology in Bulawayo, Zimbabwe to develop ICT strategic plans within the universities' institutional strategic plans.77 In addition, ADEA has produced several publications (see http://www.adeanet.org/adeaPortal/publications/en_pubs_wghe.jsp). For example, it produced a publication on Tertiary distance Education and technology in sub-Saharan Africa in 1999. The paper considers how African countries can improve the balance between tertiary education, access, and funding, without further sacrifices in quality. 3.3.3 The Commonwealth of Learning (COL) The Commonwealth of Learning (COL) is an intergovernmental organization established to encourage the development and sharing of open and distance learning (ODL) knowledge, resources, and technologies. COL has historically assisted with the development and support of national ICT for education policies in some African countries that form part of the Commonwealth. COL is also spearheading the establishment of a Virtual University for Small States of the Commonwealth (VUSSC) which involves a number of small states in Africa and serves as a network committed to the collaborative development of free content resources for education. In addition, COL has committed to support training in curriculum and instructional design in tertiary institutions in Africa, using appropriate technologies; and offering scholarships to support the training of academics in and through ODL methods.78 A specific initiative undertaken by COL related to ICT in higher education is the development of a guide entitled Education for a Digital World: Advice, Guidelines, and Effective Practice from Around 73 Association of African Universities. Research and Education Networking Unit. Retrieved from: http://www.aau.org/?q=content/research-and-education-networking-unit 74 Association of African Universities. (2012). DATAD Database. Retrieved from http://www.aau.org/datad/database 75 About ADEA. Retrieved from http://www.adeanet.org/adeaPortal/action/getPresentationAdea;jsessionid=F9221EAF18CAB9560BBC703C33040680?met hod=getPresentationAdea 76 Association for the Development of Education in Africa. Higher Education Publications. Retrieved from:http://www.adeanet.org/adeaPortal/adea/publications/en_pubs_wghe.html 77 ADEA. (2004) Working Group on Higher Education. Retrieved from http://www.adeanet.org/adeaPortal/adea/workgroups/en_wghe.html 78 Commonwealth of Learning. Higher Education. Retrieved from: http://www.col.org/progServ/programmes/education/higherEd/Pages/default.aspx 42 the Globe. The guide provides information on how to prepare online courses, how to effectively implement the technology required, and outlines the benefits of e-learning.79 3.3.4 UbuntuNet Alliance and other initiatives for Research and Education Networking The UbuntuNet Alliance is a regional association of National Research and Education Networks (NRENs) in Africa. NRENs play an important role in ensuring dedicated broadband connectivity in support of university research, teaching and learning.80 Established in 2005 by five NRENs in Eastern and Southern Africa: MAREN (Malawi); MoRENet, (Mozambique); KENET (Kenya); RwEdNet (Rwanda); and TENET (South Africa)81 with support from the AAU, the alliance is a not for profit organization. The aim of UbuntuNet Alliance is to secure high speed and affordable internet access for the African research and education community. In addition, it seeks to develop the knowledge and skills of ICT practitioners in associated institutions. They are also playing a larger role in extending internet connectivity to primary and secondary National Research and education levels as well as to government institutions. In an Education Networks (NRENs) increasingly interconnected world, the need for collaboration play an important role in moves beyond national borders. At the time of writing, the ensuring dedicated broadband UbuntuNet Alliance membership increased to 13 NRENs from connectivity in support of Eastern and Southern Africa. university research, teaching The promotion of NRENs is an important aspect of integrating and learning. ICT into higher education as they offer an effective means to organize access to internet resources for countries or regions. Indeed, NRENS are opportunities for institutions of higher education to work together and negotiate cheaper and faster access to the internet and international research networks.82 Bringing together NRENs in Africa, the Ubuntu Alliance coordinates their activities to ensure reliable, efficient and secure access to international networks and internet resources occurs. This is an important activity as the continent lags behind global norms, with more than 60% of African countries not having NRENs.83 Through its Research and Education Networking Unit (RENU), the AAU has also carried out activities in order to promote the establishment of research and education networks in West and Central Africa. These activities led to the establishment NRENs in in Ghana, Senegal, Mali, Niger and Côte d’Ivoire. With facilitation and support of the AAU, a regional REN for West and Central Africa (WACREN – West and Central African Research and Education Network - http://www.wacren.net/) has been established as well. 79 Education for a Digital World - Advice, Guidelines, and Effective Practice from Around the Globe. Retrieved from: http://www.col.org/resources/crsMaterials/Pages/edDigitalWorld.aspx 80 Tusubira, F. (2011). Transformation-Ready: The Strategic Application of Information and Communication Technologies in Africa. Annex 6: National Research and Education Networks. Retrieved from http://etransformafrica.org/sites/default/files/eTA%20-%20Education%20-%20Final%20report%20%20Supplementary%20-%20Annex%206%20-%20NREN.pdf 81 UbuntuNet Alliance for Research and Education Networking. About Us. Retrieved from http://www.ubuntunet.net/about 82 Tusubira, F. (2011). Transformation-Ready: The Strategic Application of Information and Communication Technologies in Africa. Annex 6: National Research and Education Networks. Retrieved from http://etransformafrica.org/sites/default/files/eTA%20-%20Education%20-%20Final%20report%20%20Supplementary%20-%20Annex%206%20-%20NREN.pdf 83 Tusubira, F. (2011). Transformation-Ready: The Strategic Application of Information and Communication Technologies in Africa. Annex 6: National Research and Education Networks. Retrived from http://etransformafrica.org/sites/default/files/eTA%20-%20Education%20-%20Final%20report%20%20Supplementary%20-%20Annex%206%20-%20NREN.pdf 43 The ultimate goal of the AAU in the area of research and education networking is to establish a continental REN for Africa and to link it to the global REN. To this end, it facilitates the establishment of national and regional RENs throughout Africa and convenes every year the AfREN meeting, which brings together stakeholders of research and education networking from all African regions, with participation of the international REN community (see http://www.aau.org/renu). 3.3.5 Inter-University Council of East Africa (IUCEA) The IUCEA sets policy strategies and develops appropriate interventions within the EAC in support of the development of higher education and research in the region. It facilitates networking amongst universities, provides a forum for discussion on higher education and promotes higher education standards in the region. One of the key areas of focus for the IUCEA has been to explore harnessing the potential of ICT to improve higher education in East Africa. It has created an ICT department, which aims at promoting the application of ICT in member universities teaching, learning, and research activities.84 In 2009, the IUCEA ICT Policy Plan was developed for the years 2009/10 – 20114/15. In this plan, long-term ICT goals were identified, as well as specific strategies needed to reach those goals. For example, the plan commits to creating a monitoring and evaluation framework to ensure that strategic objectives like building infrastructure capacity at universities and e-learning systems are actually implemented.85 3.3.6 The Southern Africa Regional Universities Association (SARUA) SARUA is a regional body established to assist in the revitalisation and the development of leadership in institutions of higher education in Southern Africa. SARUA recently proposed the establishment of the Southern African Universities Research and Development Fund in 2011.86 This fund is meant to support research and development in core areas of ICT, Climate Change, Energy Security, Food Security, Health, and Human and Social Dynamics. It is not clear whether the fund has been established, but it is evident that SARUA acknowledges the importance of ICT in Higher Education and includes it as a core pillar in its functions. For example, SARUA considers ICT connectivity, management and Open Access as priorities in its work programmes. With regards to connectivity, SARUA is working with partners such as the UbuntuNet Alliance to facilitate access to bandwidth in member universities. It is also is building a Science Mapping Database to capture and communicate formal and informal scientific work.87 3.3.7 Regional Virtual Library Network The West African Economic and Monetary Union/Union Économique et Monétaire Ouest-Africaine (UEMOA) and UNESCO established the Regional Virtual Library Network as part of its efforts to boost 84 The IUCEA ICT Policy. Retrieved from http://www.iucea.org/index.php?option=com_content&view=article&id=105&Itemid=74 85 The Inter-University Council for East Africa (2009). Information and Communication Technology Policy Plan 2009/102014/15. Retrieved from http://www.iucea.org/index.php?option=com_content&view=article&id=105&Itemid=74 86SARUA. (2011). A Southern African University Research and Development Fund. Conference of Rectors, Vice Chancellors and Presidents of African Universities, Stellenbosch, South Africa, May 30 – June 3 2011. 87 SARUA. Higher Education Executive Programme for Finance and ICT Prioritizing Higher Education ICT Connectivity: A SARUA Perspective. Retrieved from http://sarua.org/files/Events/HE%20Finance%20ICT%20Event/Presentation_MarkBurke_6-8-10.pdf 44 the ICT capacity of universities within UEMOA’s eight member states. In addition to a regional virtual library network, the project seeks to establish a cyber institute, giving professors online access to training courses. A central database for calculating students' course credits in all state universities in Benin, Burkina Faso, Cote d'Ivoire, Guinea-Bissau, Mali, Niger, Senegal, and Togo will be established to help harmonize academic standards and facilitate student mobility.88 3.3.8 Africa Virtual University (AVU) The African Virtual University (AVU) is a Pan-African Intergovernmental Organization; with a mandate of significantly increasing access to quality higher education and training through the innovative use of ICT. Five African Governments (Kenya, Senegal, Mauritania, Mali, and Cote d'Ivoire) signed a Charter establishing the AVU as an Intergovernmental Organization.89 Three other governments have since added their signatures: Tanzania, Mozambique and the democratic Republic of Congo. The AVU works with universities based in Africa and other countries such as the United States and Australia to provide academic programmes and short courses through open and distance e-learning. The AVU also runs a digital library that provides resources to African academics and students. Their learning infrastructure supports interactive online teaching and learning activities such as live classrooms, e-conferences and online seminars (webinars). AVU partner institutions that are actively engaged in offering online computer science courses include Addis Ababa University, Ethiopia; University of Cape Coast, Ghana; Ghana Institute of Management and Public Administration, Ghana; Kwame Nkrumah University of Science and Technology, Ghana; Egerton University, Kenya; Kenyatta University, Kenya; University of Namibia, Namibia; Kigali Institute of Science, Technology and Management, Rwanda; and University of Dar es Salaam, Tanzania.90 The African Development Bank (AfDB) and World Bank have been engaged in supporting the development of the AVU through assisting with open, distance, and e-learning capacity development centres and connectivity provision at partner institutions to support teacher training and development programmes and to mainstream gender issues. Through its Multinational support project, whose objective is to strengthen the capacity of the AVU and its network of institutions to deliver and manage quality ICT-assisted education and training opportunities in selected African countries, the AVU has worked collaboratively with African partner institutions to develop and deliver programmes that are contextually relevant to the African continent. This project has been extended to a second phase, and includes the AVU helping African countries to establish and upgrade distance and eLearning infrastructure and programmes, promoting OER, and providing technical assistance on their ICT in education policies and strategies. 3.3.9 PHEA Educational Technology Initiative (PHEA ETI) The Partnership for Higher Education (PHEA) Educational Technology Initiative (ETI) was first conceptualized in 2008 and supported by the Ford, Carnegie, Kresge, and MacArthur Foundations. The project is managed by the South African Institute for Distance Education and engages with partner institutions to increase the effective use of educational technology in higher education in Africa. This requires a focus on capacity development to initiate and sustain effective educational technology projects which impact on the nature and quality of the student learning experience and outcomes, as well as a focus on knowledge creation and dissemination across and between partner 88UN News. (2011). West African nations to boost universities with virtual library.Africa The Good News.Monday, 14 February 2011. Retrieved from: http://www.africagoodnews.com/development/education/2442-west-african-nations-toboost-information-technology-in-universities.html 89 The AVU OER Strategy. Retrieved from http://oer.avu.org/about 90 Gunga, S.O., and Ricketts, I.W. (2007). Facing the challenges of e-learning initiatives in African universities. British Journal of Educational Technology 38(5): 896–906 45 universities on the use of educational technology. The PHEA ETI is working with Makerere University in Uganda, the University of Dar es Salaam in Tanzania, the Universities of Ibadan and Jos in Nigeria, Kenyatta University in Kenya, Universidade Católica de Moçambique in Mozambique, and the University of Education, Winneba in Ghana. These continental and regional actions are examples of good practice and suggest high level support for integrating ICT into higher education. However, they act predominantly as coordinating hubs or sources for financial support behind efforts to use ICT in higher education at the institutional level. Indeed, in considering the state of ICT in higher education in Africa, looking to what institutions are doing is much more illustrative of what is taking place continentally. The following section thus considers ICT use at the institutional level in research, teaching and learning, and in support of institutional administration. 3.4 Institutional Use of ICT ICT has proven to be powerful in enhancing education, and is being used in research, teaching and learning, and administration in higher education. Although it is impossible to be comprehensive given the burgeoning use of ICT in higher education institutions across the continent, the following section highlights examples of current uses for ICT in higher education. 3.4.1 Research The integration of ICT in higher education offers a number of opportunities for research contexts. ICT can bring researchers together to share information and to enter into collaborative arrangements on a virtual platform, they can assist in the processing of data, or they can facilitate finding information through the availability of online databases. Regardless of the mode, the use of ICT in higher education spaces has the potential to transform research and how it is conducted in Africa.91 This can result in greater research outputs for African researchers, more international recognition, and facilitate international and regional partnerships. There are a number of cases of good practice that are noted below. The use of ICT to promote and enhance the research space in African higher education has been developing over the last decade. COL, in considering the issue of research and ICT use in higher education, contends that Africa maintains a number of examples of good practice.92 This is despite a demonstrated variance in the vision and commitment by institutions of higher education to ‘deploying ICTs in research; the funds and people available to sustain investments in ICT infrastructure and support systems; and the existence of helpful national and institutional ICT policies’.93 91 Balasubramanian, K., Clarke-Okah, W., Daniel, J., Ferreira, K., Kanwar, K., Kwan, A., Lesperance, J., Mallet, J., Umar, A., and West. P (2009). ICTs for Higher Education. Background paper from the Commonwealth of Learning. UNESCO World Conference on Higher Education. Retrieved from http://www.col.org/SiteCollectionDocuments/ICTs_for_Higher_Education_Unesco_July2005.pdf 92 Balasubramanian, K., Clarke-Okah, W., Daniel, J., Ferreira, K., Kanwar, K., Kwan, A., Lesperance, J., Mallet, J., Umar, A., and West. P (2009). ICTs for Higher Education. Background paper from the Commonwealth of Learning. UNESCO World Conference on Higher Education. Retrieved from http://www.col.org/SiteCollectionDocuments/ICTs_for_Higher_Education_Unesco_July2005.pdf 93 Balasubramanian, K., Clarke-Okah, W., Daniel, J., Ferreira, K., Kanwar, K., Kwan, A., Lesperance, J., Mallet, J., Umar, A., and West. P (2009). ICTs for Higher Education. Background paper from the Commonwealth of Learning. UNESCO World Conference on Higher Education. Retrieved from http://www.col.org/SiteCollectionDocuments/ICTs_for_Higher_Education_Unesco_July2005.pdf 46 EuroAfrica-ICT is a joint project between European and African institutions that uses virtual platforms to build capacity in ICT research and to disseminate that research globally. The project is based on the collaboration of the Association of Commonwealth Universities in the UK, Agence Universitaire de la Francophonie (AUF) in Belgium, Meraka Institute at the Council for Scientific and Industrial Research (CSIR) in South Africa, Kigali Institute of Science and Technology in Rwanda, Makerere University in Uganda, Sigma Orionis in France, and the Academy of Sciences for the Developing World based in Italy.94 In South Africa, the Department of Science and Technology has funded an Academy of Science of South Africa (ASSAf) initiative to make a number of premier South African journal publications open access and online. The Scientific Electronic Library Online (SciELO) SA is the first open-access searchable full-text journal database in service of the South African research community. The database covers a selected collection of peer-reviewed South African scholarly journals.95 In 2007, the University of Cape Town (UCT) established the Opening Scholarship Project that seeks to explore the transformative potential of ICT in university research. The project conducted a review of the use of ICT in higher education research publishing and undertook four case studies on the effectiveness of ICT use in research dissemination.96 One of particular note is the LitNet Akademies journal, which is an Afrikaans online journal that has been built on an existing community of practice (LitNet). This online open access journal is peer reviewed and was successfully launched with South African Department of Education accreditation in 2009.97 At the University of the Witwatersrand in Johannesburg, the Learning, Information and Knowledge (LINK) Centre was established to examine and advise on ICT policy, regulation and management across Africa.98 The development of a number of online repositories for theses and dissertations is another example of the use of ICT to promote research. As highlighted earlier, the AAU has its DATAD initiative where African researchers can make available their theses and dissertations or even their teaching and learning materials. ICT in higher education not only assists in promoting research in Africa, but is also a topic of research, of which there are a number of cases of good practice that exist on the continent. Centres for ICT research in higher education often result in the improvement of access and use of ICT in higher education research as they engage with the ICT tools. For example, the Africa Nazarene University in Kenya maintains a research unit that considers how ICT can be used in initiatives such as e-learning and ICT in education, e-Governance, and e-agriculture through its Computing and IT (CIT) Department.99 The Botswana Institute for Development Policy Analysis maintains research areas in e-Governance such as ensuring secure services to citizens and business, e-Accessibility (ICT for independent living) and e-libraries such as Digital Library Services and Digital Content Infrastructures.100 The Faculty of Tourism and IT at the Catholic University of Mozambique engages in ICT research such as e-learning, ICT for education, e-infrastructures (from research networking to global virtual 94 Euro-Africa ICT. About. Retrieved from http://euroafrica-ict.org/about/ SciELO South Africa. Retrieved from http://www.scielo.org.za/ 96 Centre for Educational Technology. The Opening Scholarship Project. Retrieved from http://www.cet.uct.ac.za/OpeningScholarship 97 Gray, E., and Willmers, M. (2009). Case Study 3: LitNet Akademies and OnScreen. Opening Scholarship Project. Retrieved from. http://www.cet.uct.ac.za/files/file/OS%20CaseStudy3%20_%20%20Final%20typeset.pdf 98 The LINK centre. Retrieved from http://link.wits.ac.za/ 99EuroAfrica-ICT Database. (2012). Africa Nazarene University. Accessed from http://euroafrica-ict.org/database-researchinstitutes/ 100 The Botswana Institute for Development Policy Analysis. Retrieved from www.bidpa.bw 95 47 research collaboration), e-libraries, and the development of software.101 The Centre Suisse de Recherches Scientifiques en Côte d’Ivoire (CSRS) is a higher education partnership between the Swiss and Ivorian governments, which seeks to advance research and understanding of ICT in health, social inclusion, and gender. It also maintains research activities in the areas of ICT for environmental sustainability and energy efficiency.102 In Senegal, the Department of Mathematics and Information Technology at Cheikh Anta Diop University conducts research into ICT for Education and how technology can enhance learning.103 In Ghana, the Ghana-India Kofi Annan Centre of Excellence in ICT works to stimulate the growth of the ICT Sector in the ECOWAS region. Established in 2003, through a partnership between the Government of Ghana and the Government of India, this state-of the-art facility provides a dynamic environment for innovation, teaching and learning as well as practical research on the application of ICT for development in Africa.104 The Centre’s research programme focuses on building a West African network in supercomputing which will facilitate links between researchers within the subregion. The Centre has already, for example, used ICT to develop climate models. Thus, the connection between ICT and research is clear, and many initiatives underway continentally reinforce this link. Indeed, there are some great examples emerging at the University of Cape Town with respect to open access journals or networks. As such examples are still relatively few and far between, it is apparent that African institutions of higher education could be doing more to harness ICT as a means to foster research collaborations and communicate knowledge. Currently, it appears that capacity is being developed to research ICT and how it can help development and a movement towards a Knowledge Society in many African states. The shift to building capacity on how to use ICT to advance research continentally is where emphasis may need to be placed next. 3.4.2 Teaching and learning In relation to teaching and learning, ICT is used to support e-learning and mobile learning (mlearning), teaching and assessment activities. E-learning can be defined as ‘the use of new multimedia technologies and the Internet to improve the quality of learning by facilitating access to resources and services as well as remote exchange and collaboration’.105 M-learning is a form of elearning, with mobile devices as the technologies of choice. E-learning and m-learning are used in both distance and contact learning, as they offer some of the following educational opportunities: • They can be used to help mitigate the effect of increases in enrolment (technology-enhanced curricula may attract more students for contact learning and enables enrolment of students for distance or blended learning); • Access can be extended to education for students in remote areas who cannot access campuses physically; • Course material can be provided without the requirement for students to be in a lecture room; 101 EuroAfrica-ICT Database. (2012). Catholic University of Mozambique. Accessed from http://euroafrica-ict.org/databaseresearch-institutes/ 102 Centre Suisse de Recherches Scientifiques en Côte d’Ivoire. Retrieved from http://www.csrs.ch 103 EuroAfrica-ICT Database. (2012) Cheikh Anta Diop University. Accessed from http://euroafrica-ict.org/databaseresearch-institutes/ 104 EuroAfrica-ICT Database. (2012). Ghana-India Kofi Annan Centre of Excellence in ICT. Accessed from http://euroafricaict.org/database-research-institutes/ 105 Commission of the European Communities. (2001). Communication from the European Commission to the Council and the European Parliament: The elearning action plan. Designing tomorrow’s education. Brussels, 28.3.2001. 48 • • • • Dynamic presentation of teaching and learning materials in different formats – including video, photographs, audio, and computer-based multimedia – is possible, which makes learning more enjoyable and caters for different learning styles by students; They can promotes peer learning and symbiotic learning between faculty and students through synchronous and asynchronous discussions with peers and faculty; Video- and tele-conferencing can enable teaching to take place at multiple venues in different time zones at the same time; Communities of practice across institutions, countries, and regions can be formed and sustained through technology using email, online discussion forums, and other social networking tools. Where ICT has been used in African higher education, including through e-learning and m-learning, the aim has most commonly been to tackle teaching and learning challenges faced in traditional teacher-led lecture rooms, including large classes, multilingualism, development of literacies, and bridging the chasm between theory and practice. A few examples of African institutions that use ICT to enhance teaching and learning are described below. These are by no means comprehensive, and simply serve to illustrate a range of approaches to ICT use in teaching and learning. Makerere University has a relatively well developed ICT infrastructure which supports the Centre for Excellence in Computing and ICT (CIT). CIT organizes many activities including hosting an international research journal on computing and ICT and offering consultancy services in ICT.106 In addition, the e-Granary project is a digital library that enables students to access academic material through the university intranet.107 As part of the PHEA ETI project, Makerere University has also been engaged in a number of projects related to ICT such as developing e-content for courses via the Moodle LMS, the Gender Research Project which is investigating the role of gender in the adoption of educational technology, and the e-portfolios project that seeks to introduce electronic portfolios into assessment.108 At the University of Botswana (UB) the installation and operation of ICT has result in such initiatives as e-learning, student records systems, distributed access to online databases in and outside the library, new curricular content, and upgraded faculty research. Whilst, the integration of ICT at the UB has resulted in some problems of support and consistent integration across all academic programmes, the University is considered a leader in Southern Africa.109 UB also effectively uses the Blackboard learning system as an online course and administration management platform.110 Since 2008, the University of the Witwatersrand in South Africa has taken steps to rectify its fragmented and under-supported use of ICT by investing in and establishing a support infrastructure for ICT use in teaching, learning and research environment. ICT is now a central pillar of the University’s strategic policy framework entitled Vision 2022, and a clear set of goals have been established in the e-Learning Strategic Plan 2010-2014 and the Teaching and Learning Plan 20102013.111 In addition, the University has created the e-Learning Support and Innovation unit (eLSI) to 106 Bon, A. (2010). Information and Communication Technologies in Tertiary Education in Sub-Saharan Africa. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 107 Ngugi, C. (ed). (2007). ICTs and higher education in Africa. Cape Town: Centre for Educational Technology. 108 OER Africa. PHEA ETI. Retrieved from http://www.oerafrica.org/phea/PHEAETIProjectHome/tabid/170/Default.aspx 109 Gerhan, D.R and Mutula, S.M. (2007). ‘Testing a Recent Model of ICT in Development: Botswana and Its University.’ Information Technology for Development, 13(2):177–197. 110 University of Botswana. Blackboard Learning System. Available at http://elearning.ub.bw/webct/entryPageIns.dowebct 111 University of the Witwatersrand. (2011). Vision 2022 Strategic Framework. University of the Witwatersrand. (2010). Teaching and Learning Plan. University of the Witwatersrand. (2010). E-Learning Strategic Plan. 49 coordinate university-wide approaches and use of learning management systems and e-learning tools. 3.4.2.1 Learning management systems Learning management systems (LMSs) are regarded in many African universities as integral to the development and facilitation of online, blended and web facilitated learning. Investment in these, including development of the capacity of staff and students to use them effectively and efficiently, as well as in the purchase of proprietary LMSs, is key to the effectiveness of e-learning and blended learning. LMSs have the following features that are valuable for teaching and learning: • Manage users, roles, courses, lecturers, and facilities and generate reports; • Course calendar; • Student messaging and notifications; • Assessment/testing capable of handling student pre/post testing; • Display scores and transcripts; • Grading of coursework and roster processing, including waitlisting; • Web-based or blended course delivery.112 Several universities are using LMSs, with a growing move towards open source platforms such as Moodle and Sakai. For example, the University of the Witwatersrand is currently transitioning from the WebCT LMS to the Sakai platform for pan-University use in teaching and research. The Sakai system is currently being rolled out for faculty to use for their courses and it includes functions like class discussions, online grade books, assessment tools, folders to place class readings, and widgets that provide direct links between the class and outside web resources.113 In doing this, the University is joining an existing national community of Sakai users, which includes UCT and the University of South Africa (with others also migrating onto this platform). In Mozambique, Eduardo Mondlane University has been part of a continental network that developed an LMS system that can be used in low bandwidth contexts called Chisimba. However, there have been problems with the uptake of this LMS at the University primarily due to technical capacity issues of faculty members. Chisimba is considered an easy to use LMS that enables faculty to post course content, and conduct assessments and online discussions with students.114 Other universities, such as Moi University in Kenya, are also using Chisimba. Moodle is also a popular open source LMS, which higher education institutions can use for free to create effective online learning sites. For example, the AVU has uploaded more than 300 courses on Moodle. In addition, all of the institutions participating in the PHEA ETI are using Moodle as their institutional LMS of choice and all have seen growing use of e-learning via their LMSs during the past two to three years. For instance, the University of Dar es Salaam (UDSM) has uploaded over 100 courses on Moodle, with their next challenge being to undertake further quality improvement of these courses, and to align with UDSM Quality Assurance (QA) Guidelines and Systems in this regard. To support institutions in implementing Moodle, the PHEA ETI project conducted a series of Moodle audits at each university to ensure that the systems were correctly installed and optimally maintained. The Moodle audit, therefore, set about examining these systems, their strengths and weaknesses, and gleaning lessons. This resulted in a set of guidelines relating to installation and maintenance procedures. The guide aims to assist in the planning and building of a Moodle 112 Wikipedia. Learning management system. Retrieved from http://en.wikipedia.org/wiki/Learning_Management_System University of the Witwatersrand. Elearning Support and innovation. (2011). Wits e-Adopted. Retrieved fromhttps://elearn.wits.ac.za/home/default/sidebarnews/formalsakai 114 Unwin, T., Kleessen, B., Hollow, D., Williams, J.B., Mware Oloo, L., Alwala, J., Mutimucuio, I., Eduardo, F., and Muianga, X. (2010). Digital learning management systems in Africa: myths and realities, Open Learning: The Journal of Open, Distance and e-Learning, 25(1):5-23. 113 50 environment and provide insight and good practice in the running and maintenance of courses through this software. As the guide is also relevant to other universities in Africa, it is hoped that it can contribute to improving the quality of e-Learning implemented in African universities. However, the use of LMSs still remains a challenge in Africa. Unwin et al., (2010) conducted a survey of 385 respondents across 25 African countries and found that LMS usage and interest in many of the institutions surveyed remained a challenge.115 This suggests that there is still more work that needs to be done continentally to promote the advantages of using an online LMS in higher education and building up the necessary skills base to make this a tenable and useful shift. 3.4.2.2 Online communities Use of technology in higher education has enabled transcendence of geographical boundaries, and facilitated collaboration between and among students and staff from different universities. Collaboration between colleagues who have never met each other physically is also possible with technological tools like instant messaging, Voice-over Internet Protocol (VoIP) applications like Skype, and social interaction tools like Facebook, which can help to nurture communities of practice. Communities of practice (CoPs) are groups of people with a common interest, (for example technology and education), who form relationships informed by the need to share information and experiences, in order to develop the practice that binds them together as a community. CoPs can be dispersed across institutions or located within an institution, but in different disciplines or departments. The aim and intent of these communities is typically to share information, and advance understanding, and in some cases practical use of the technology being employed.116 Wenger, whose work considers use of technologies to sustain communities of practice, warns that technology does not primarily contribute to the success of a CoP; rather, social, cultural and organizational issues are primarily responsible for sustainability of communities of practice.117 In higher education, communities of practice are gaining prominence due to increased communication and engagement in collaborative projects facilitated by technology. University networks can also foster environments for CoPs to grow. For example, the envisaged Nigerian Universities Network has the following objectives: • End seclusion among academics and students; • Provide a platform for Nigerians in the Diaspora to contribute towards the development of knowledge in Nigeria; • Encourage the sharing of resources and research collaboration; • Provide universities access to electronic databases, journals, and books; and • Create an environment where several CoPs can take shape and sustain themselves through the available technologies. The National Virtual Library of Nigeria also facilitates self-based education, networking, and connection between scholars as it provides a platform to share and access electronic resources that contributes to research production.118 In South Africa, lecturers and students in Rhodes University’s Computer Science and Education Department have partnered with teachers from the local community in Grahamstown, the Eastern 115 Unwin, T., Kleessen, B., Hollow, D., Williams, J.B., Mware Oloo, L., Alwala, J., Mutimucuio, I., Eduardo, F., and Muianga, X. (2010). Digital learning management systems in Africa: myths and realities, Open Learning: The Journal of Open, Distance and e-Learning, 25(1):5-23. 116 Lave, J., and Wenger, E. (1991). Situated learning: Legitimate peripheral participation. New York, NY: Cambridge University Press. 117 Hoosen, S. (2009). Communities of Practice. South African Institute of Distance Education: Johannesburg. 118 Ngugi, C. (ed). (2007). ICTs and higher education in Africa. Cape Town: Centre for Educational Technology. 51 Cape Department of Education, and a non-governmental organization to form a virtual community of practice called the e-Yethu project.119 This collaboration, the e-Yethu project, is an example of how universities can use ICT to collaborate with local communities and to foster the use of ICT in education.120 The Regional Universities Forum for Capacity Building in Agriculture (RUFORUM) is an example of a professional Community that has used ICT to promote academic quality and to build practical understanding in agriculture. RUFORUM is a network of 29 universities in 15 countries in Eastern, Central, and Southern Africa, which have come together to exchange expertise and, amongst other objectives, develop e-resources in support of teaching postgraduate degrees in agriculture.121 RUFORUM’s mission is to strengthen the capacity of universities to share experiences and to foster innovations responsive to demands of smallholder farmers. The network has developed a website where best practices are provided as a means to build capacity amongst member university faculties to harness ICT in the improvement of teaching, learning, collaboration, and administrative processes.122 RUFORUM maintains the ambitious objective of providing teaching content of its postgraduate programmes online by 2014. The aim here is to improve the quality of delivery of programmes by engaging students more effectively. In 2009, the RUFORUM ICT Situation Analysis Project was developed,123 with assistance from the AAU, to benchmark the policies and activities of its member institutions so that appropriate planning and coordination could take place.124 The situational analysis examined the status of institutional policy and plans, infrastructure, the availability of resources such as computers, bandwidth, online databases; the skill level of staff and students; the status of e-learning and how academic staff in the various agriculture schools harness ICT.125 Ethiopia has harnessed ICT in higher education through its UniversityNet programme, which integrates all Ethiopian universities into one network. The UniversityNet programme includes the establishment of e-learning centres where faculty members and students can access course content and OER, and share experiences. Similarly, the Ethiopian SchoolNet, integrates 500 secondary schools including the Technical and Vocational Education and Training schools via satellite.126 In 2005, six Somali tertiary institutions launched an Online Distance Learning Initiative that would enable students to attain accredited university qualifications through partnerships with institutions in other countries.127 Through the use of Very Small Aperture Terminals (VSATS) to access the internet, this CoP seeks to enhance access to knowledge resources and promote the use and 119 Welcome to eYethu! Retrieved from http://schools.coe.ru.ac.za/index.php/Main_Page Hodgkinson-Williams, C., Slay, H. & Siebörger, I. 2008. Developing communities of practice within and outside higher education institutions. British Journal of Educational Technology, 39(3): 433-442. 121 Dhlamini, N. (2011). E-content capacity development – RUFORUM network Experiences. Distance Education 32 (2): 295– 302 122 RUFORUM. Retrieved from http://www.ruforum.org/ 123 CGNET. (2009). Situation analysis of ICT capability and infrastructure in RUFORUM universities (Final Report). Menlo Park, CA: Author. Retrieved from http://www.ruforum.org/sites/default/files/RUFORUM%20Situation%20Gap%20Analysis%20final%20report.pdf 124 Adam, L. (2007). Technical, organisational, regulational, regulatory, political and financial issues of national and regional research and educational networks. Accra: Association of African Universities. Retrieved from http://www2.aau.org/renu/docs/ren%20policy%20brief.pdf 125 CGNET. (2009). Situation analysis of ICT capability and infrastructure in RUFORUM universities (Final Report). Menlo Park, CA: Author. Retrieved from http://www.ruforum.org/sites/default/files/RUFORUM%20Situation%20Gap%20Analysis%20final%20report.pdf 126 Gunga, S.O., and Ricketts, I.W. (2007). Facing the challenges of e-learning initiatives in African universities. British Journal of Educational Technology 38(5): 896–906. 127 Gunga, S.O., and Ricketts, I.W. (2007). Facing the challenges of e-learning initiatives in African universities. British Journal of Educational Technology 38(5): 896–906. 120 52 development of interactive learning tools.128 This initiative provides courses in five areas: Information Technology; Business Communications; Financial Planning and Management; Teacher Education; and a Bachelor of Arts in Journalism and Mass Communication. 3.4.2.3 Tackling the Challenge of Large Classes Due to constrained funding and growing demand for places at universities, large classes have become a feature of many institutions, both globally and in Africa. Large classes, however, can impede learning in various ways: • Large classes leave very limited or no opportunities for lecturer-student engagement. • There is a heightened risk of exclusion of students from class discussions along gender, racial, or other discriminatory lines. • Providing a single lecturer for many students assumes that students share the same learning style, that is, they respond well to transmission of information by the lecturer. The traditional method of teaching based on information transmission is, however, inadequate, particularly for underprepared students who may require further explanation from the lecturer, a task that is usually unfulfilled because of limited time and because underprepared students may be shy to ask questions which indicate that they are struggling to understand. • Lecturers may require more time to mark essays and assignments if classes are large, resulting in situations where assignments may fulfil teaching requirements but are not used to guide student learning. This is the case when assignments come back so late that they are no longer beneficial for students for determining remediation by the lecturer or use for revision by students, or where time constraints mean that useful feedback on assignments cannot be provided. The use of educational technologies in higher education institutions in South Africa has demonstrated how such technologies provide possible solutions to the difficulties presented by large classes. For example, the University of the Free State initiated online learning for a large class of 1,000 first-year Economics students, who were provided access to online lecture notes, quizzes, tests and online discussions to complement face-to-face lectures. A three-year evaluation study to analyse student perceptions of this blended mode initiative revealed that students were generally positive about the undertaking: Students reported that having access to the lecture notes lessened their workload, enabled them to prepare for lectures and improved their skills in summarising and note-taking. Students found it easier to concentrate in class, because they were not taking notes, and the regular quizzes forced them to consult their texts and keep up with the work.129 The evaluation study also found that technology empowers lecturers, and enables them to broaden existing skills– in the above instance, lecturers conversant with the WebCT interface loaded their own material online. At the same time, the study revealed the importance of technological support to facilitate the use of educational technology –staff in the e-learning division supported lecturers who were not sufficiently skilled or confident to upload their own teaching resources in the course of which such lecturers had the opportunity to learn new skills. Like the University of the Free State, the University of Johannesburg also adopted WebCT for classes of up to 2,500 students registered in one course. Face-to-face lecture capacity within this course is 600 at a time, and tutorials can only accommodate 30 to 40 students. This means that there are several classes on the same topic, and the challenge of large numbers in a lecture hall seems to be replicated in tutorial groups, where groups are also quite large. To enhance learning for students under these circumstances, the university provided study guides, a CD-ROM, and access to 128 UNDP in Somalia. (no date)/ Online Distance Learning initiative increases skills. Retrieved from http://www.so.undp.org/index.php/Somalia-Stories/Online-Distance-Learning-initiative-increases-skills.html 129 Ngugi, C. (ed). (2007). ICTs and Higher Education in Africa. Cape Town: Centre for Educational Technology 53 PowerPoint lecture slides and quizzes. Tutors helped to manage classes via WebCT. Unlike the University of Free State intervention that was evaluated, however, no evaluation has yet been conducted of this intervention, so it is not clear how effective it has been in transforming teaching and learning.130 Mobile phones have also been used in South African universities to provide interaction and feedback in large classes. For example, at the University of the Witwatersrand, lecturers in a large second-year cognitive psychology course encouraged students to send Short-Message-Service (SMS) questions to the lecturer. A message at the end of every PowerPoint Slide urged students to ask questions by sending an SMS to the provided number. In addition, at various points during lectures, the lecturer urged students to respond to his questions verbally in class or via a text message. The questions asked through text messages were not responded to in text form, but read out aloud and answered in class. A questionnaire was administered in the last week of the course to elicit students’ responses on whether having a mobile phone number to text to was an ‘excellent idea,’ and to determine the frequency of use of their mobile phones for texting during the course. The majority of the students indicated that texting was an excellent idea as it also enabled shy students to engage with the lecturer. Students believed that the quality of questions improved with use of SMS as there seemed to be careful reflection before asking questions.131 3.4.2.4 Multilingualism In South Africa, a large proportion of students entering university has very low levels of English proficiency and no computer skills. This presents huge challenges to them in computer related subjects, where they are required to engage with the technology, which is new to them in most cases, and in a language in which they are not competent.132 English, the language of instruction in many South African universities, is a foreign language to a significant portion of the student population, affecting their throughput.133 To enhance learning for students with English as a second language, Rhodes University offered a computer course to students on an extended programme. In this course, conducted in a computer lab, students had access to a chat room, an online glossary, and a newsgroup. These features could be utilized in English, Xhosa or Afrikaans, three of the hegemonic languages in South Africa and in the province where the university is located. The assumption behind this project was that if students learned in the language they were most comfortable, learning would be more effective. As students were responsible for the materials development, costs were kept low. There are, however, issues of quality assurance that need to be considered with this method of materials development. Suggestions for how this might be handled include involving experts in the specific languages who will check the quality of the materials developed or peer reviewing by users of the materials. Wikis could also be used so that the materials are collaboratively developed by different people. 3.4.2.5 Developing practical skills and professional discourses A major criticism of much university education is that it offers excessive theory and insufficient practice. When graduates enter the labour market, they are expected to act and talk like professionals in their field, yet their programmes often prepare them inadequately for this. Use of simulation can give students the practical experience to acquire professional discourses, and even 130 ibid Thatcher, A. & Mooney, G. (2008). Managing social activity and participation in large classes with mobile phone technology. International Journal of Interactive Mobile Technologies, 2(3): 41 – 51. 132 Dalvit et al. (2005). Computers and African languages in education: An ICT tool for the promotion of multi-lingualism at a South African University. Perspectives in Education, 23(4): 123 – 129. 133 Jaffer, S., Ng’ambi, D. & Czerniewicz, L. (2007). The role of ICTs in higher education in South Africa: One strategy for addressing teaching and learning challenges. International Journal of Education and Development using Information and Communication Technology, 3(4): 131 – 142 131 54 engage practically with workplace challenges through computer-based modelling. For example, a project focused on acquisition of economic discourse was developed at the University of Cape Town. This project, the ‘International Trace Bargaining’ (ITB)’, was a third-year economics module which afforded students the opportunity to negotiate in a World Trade Organization round discussion, as professional economists through simulation. The module blended face-to-face and online interaction to widen participation. An evaluation of the course revealed that, although students for whom English was a second language were often left behind in the chats, they were able to participate more fully in the online discussions than in face-to-face lectures. The students were also able to successfully assume the role of economists, and engage in the appropriate discourses for bargaining.134 In Morocco, the Al Akhawayn University has partnered with Alcatel-Lucent to establish the AlcatelLucent Dynamic Academy, which aims to engage students and staff to build capacity and knowledge of ICT and telecommunications in Morocco. The Academy also seeks to train students in the technical and business aspects of the telecommunications market in Morocco and encourage startups. Al Akhawayn students will have the opportunity to apply for Alcatel-Lucent product certification as a result of their experience in the programme.135 On a separate, but related front, in 2006, the University of Aveiro in Cape Verde set up a Master’s degree in multimedia in education. The University has been a leader in ICT adoption in Cape Verde, being the first university there to deploy a learning management system. It introduced the two-year programme to improve the teaching staff’s capacity and qualifications in ICT, which has helped to improve practices in e-learning technologies, methods and applications.136 Professional development for staff at the University Eduardo Mondlane (UEM) Centre for Distance Education in Mozambique has been instrumental in preparing the University for delivery of distance education. In 2002, UEM established its Centre for Distance Education (CEND). CEND staff established close working relationships with the University of Aveiro in Cape Verde and attended workshops and training programmes. Senior CEND staff members have also completed master’s degrees in distance education through the Spanish Distance Education University.137 3.4.2.6 Mathematical Literacy Achievement in mathematics allows students to gain access to certain programmes in a university. However, often students enter university without the requisite grade in mathematics to qualify for enrolment in their preferred disciplines. To prepare students for the demands of mathematics in their programmes, UCT offers courses in mathematical literacy. One of these, ‘Effective Numeracy’ makes use of interactive spreadsheets in computer-based tutorials. These have been reported to be more effective than lecture tutorials in conveying concepts, possibly due to the shift from ‘mechanical calculation’ to ‘understanding’ enabled by the use of interactive spreadsheets. The research revealed that ‘while the lecture room tutorial taught students how to calculate the various statistics, the computer tutorial was more effective in giving them an understanding of the concepts and they retained better what they had learned’.138 134 Carr, T., Cox, G., Eden, A., & Hanslo, M. (2004). From peripheral to full participation in a blended trade bargaining simulation. British Journal of Educational Technology, 35(2): 197-211. 135 African Brains. (2011). Morocco Universities introduce Communications Training Certificate. Retrieved from http://www.africanbrains.net/2011/02/28/morocco-universities-introduce-communications-training-certificate/ 136 Fernando R, Gulamo T and Louisette C. (2011). Promoting distance education in higher education in Cape Verde and Mozambique Distance Education 32(2): 159–175. 137 Fernando R., Gulamo, T., and Louisette C. (2011). Promoting distance education in higher education in Cape Verde and Mozambique Distance Education 32(2): 159–175. 138 Frith, V., Jaftha, J. & Prince, R. (2004). Evaluating the effectiveness of interactive computer tutorials for an undergraduate mathematical literacy course. British Journal of Educational Technology, 35(2): 159 -171. 55 The Centre for Educational Technology (CET) at UCT has also developed a learning environment, MOVES, around Excel and Word, to support tutorials. MOVES has been used to develop tutorial activities for introductory mathematics, statistics, and writing courses. It was integrated with other UCT sub-systems, a necessary requirement to avoid duplicating functionality available elsewhere, and provides feedback to lecturers and students. There was significant time saving for lecturers as tutorials were marked and results captured electronically for lecturers to evaluate performance patterns and intervene appropriately.139 3.4.2.7 Learning Support via M-Learning At Makerere University, the Department of Distance Education uses mobile technology to support student research in the Mobile Research Supervision Initiative. The support offered to students completing their final year field research projects is SMS-based, which substitutes for face-to-face meetings with research supervisors. SMS is used to guide students on aspects of research such as data collection, provide pointers on useful literature sources, pace students, and inform them of impending deadlines. An evaluation of this initiative established that students who used their mobile phones to elicit support from supervisors took two months less to complete their research papers than those who did not use this facility. The study also established that use of mobile phones to support student research alleviated the loneliness often felt by students studying through distance learning.140 As has been noted, mobile technologies are also being used at UCT in a project run by the CET, to enable student to text questions that they would otherwise not ask in a face-to-face session. These questions serve as feedback on learning to the academic. This project is designed with a web and mobile interface, where practitioners post announcements on a virtual notice board and students use SMS to access these. Academics also use SMS broadcast to give notification of online resources and lecture scheduling.141 Mobile technology has also been used to support university community work. University of Pretoria students in the Faculty of Engineering, Built Environment and Information Technology volunteer 40 hours for tutoring maths as an option to a compulsory course on volunteer services to the community. These students are available as ‘Dr Maths’ tutors, and assist learners in primary and high school with maths homework after school. Learners use an instant message system MXit, which is much more affordable than SMS, to send maths questions to the Dr Maths tutors and receive help with these questions also via instant messaging.142 3.4.3 Use of ICT to Support Administration 3.4.3.1 Management Information systems Management information systems (MISs) are hardware and software that automatically process information. MISs can be integrated with LMSs, so as to provide data on teaching and learning that can be used to inform policy and practice. An MIS save time by capturing information in integrated 139 Jaffer, S., Ng’ambi, D. & Czerniewicz, L. (2007). The role of ICTs in higher education in South Africa: One strategy for addressing teaching and learning challenges. International Journal of Education and Development using Information and Communication Technology, 3(4): 131 – 142. 140 Muyinda, P. B. & Lubega, J. T. (2008). Mobile research supervision initiative (MRSI) at Makerere University: Lessons to learn. International Journal of Computing and ICT Research, 1(1): 48 – 59 141 Centre for Educational Technology. Projects. Retrieved from http://www.cet.uct.ac.za/projects 142 Butgereit, L. (2007). Math on MXit: The medium is the message. Retrieved from: http://resourcespace.csir.co.za/dspace/bitstream/10204/1785/1/Butgereit/2007.pdf 56 systems and availing this information to those who want to access it. An MIS can help avoid unnecessary duplication: if this information-capture process were to be performed manually, the same information, for example student data, would have to be collected from each department rather than being accessed through the MIS. An MIS can pass student registration information to the LMS, where students can access their courses. When the MIS and LMS are integrated, there is better tracking and monitoring of students’ progress across all their courses. This information can be used for intervention, should there be areas of students’ progress that warrant attention. The Joint Admissions Board Information System (JAB IS) is an example of ICT use in support of administration in the Kenyan University system. The JAB IS system has been credited with assisting institutions of higher education in Kenya to streamline student admissions, improving communication between government authorities and higher education institutions thereby ultimately helping ensure more students gain access to university.143 Many African universities are turning to ICT to support their human resource, finance, and student administration systems. In particular, such databases as Oracle and PeopleSoft offer institutions of higher education a virtual platform to organize registrations systems, payroll, and to manage staff policies such as requests for vacation or leave. The University of the Witwatersrand in South Africa uses Oracle for its human resource, finance and student administration. One notable challenge to extensive use of these sorts of databases is the cost associated with purchasing, then maintaining the licence. In addition, the maintenance of trained staff to support and adapt the database to institutional specific needs can be challenging. Some institutions have developed their own MIS. For example, UDSM developed the Academic Registration Information System (ARIS), which enables students to register for courses, staff to track student progress and publish course results, and the University management to address matters of payment and accommodation, all online.144 Several other universities in the region have also begun exploring the use of ARIS for their own institutions. Clearly, developing one’s own system can have its advantages in terms of ensuring a tailor-made MIS, but these sorts of systems only work well with sufficient support. Fortunately, UDSM’s ARIS is well supported and other institutions have thus adopted it to meet their own MIS needs. 3.4.3.2 Short message service (SMS) Use of SMS for administration can be valuable because it has potential to free academics to focus on core business. When SMS is used to communicate information on course requirements, this reduces the amount of time that academics would spend dealing with queries regarding courses, and they can divert the time saved to academic pursuits like curriculum design and research. South Africa has examples of m-learning for administration to support academic learning. At the University of Pretoria, SMS was used for an asynchronous intervention aimed at advising students on essential readings before completing an assignment; getting students to complete a quiz on their cell phone; encouraging students to ask questions about course content; providing students with the opportunity to listen to a pre-recorded mini lecture, and to prompt students to complete an assignment.145 This project was useful as it was able to reach students in rural settings, where there is limited access to land lines. 143 Getao, K.W. and Wausi, A.N. (2009). Organizational Cultural Dynamics and Information and Communication Technology Adaptation in a Developing Country: The Case of the Kenyan Joint University Admission System. Information Technology for Development,.15(3):224–232. 144 Academic Registration Information Systems. Retrieved from http://aris2.udsm.ac.tz/ 145 Viljoen, J., du Preez, C. & Cook, A. 2005. The case for using SMS technologies to support distance education students in South Africa. Perspectives in Education, 23(4): 115 – 122. 57 SMS is also useful for mediating drop-out rates. Although not an African example, at a University on Northern Ireland, where punitive measures in subsidy reduction are imposed for higher education student drop-outs, institutions have used SMS to effectively reduce drop outs, with messages like ‘Sorry we missed you today’ being sent to potential drop outs when they miss college. Some of these messages succeed in preventing drop-outs.146 This section has aimed to provide an illustrative, rather than exhaustive, sense of what is taking place at African universities. As can be noted, there are a number of initiatives involving the use of various technologies to enhance the research, teaching and learning and administrative environments in institutions of higher education. These present a positive view for ICT use in the higher education sector in Africa. They suggest that opportunities offered by ICT are being harnessed in ways that can raise the profile of African research, facilitating the development of high-order skills to find, access, and use information to generate knowledge, while improving efficiency of institutional operations. Such examples should invigorate governments, international partners, and institutions themselves to continue investment and focus on ICT use in higher education. However, there appears to be a large amount of effort placed into researching ICT themselves rather than using them to communicate African research contributions regionally and internationally. In teaching, it is evident that lecturers and students are using ICT to advance the learning environment. 3.5 Challenges in Policy and the Implementation of ICT in Higher Education Many of the continental, regional and national ICT policies identified refer to education and higher education as being beneficiaries and key pillars in the integration of ICT into the social and economic contexts of individual states. However, several key challenges persist, as outlined below. 3.5.1 Policy An enabling policy environment is vital to support the effective integration of ICT into education and to address issues of sustainability. ICT initiatives are sustainable only if they are conceived within the framework of a comprehensive policy and strategy. However, the lack of comprehensive policies covering the integration of ICT in education remains a major barrier in many African countries. African countries are at different stages in considering policies to harness ICT in support of education and development. In some instances, ICT and development policies may not be complemented by other relevant supportive policies, for example a telecommunications policy that supports such development, as well as associated budgetary allocations to policies. Some countries (for example Angola, Republic of Congo and Cameroon) may have national policies, but may not have policies that make specific reference to ICT and education. In other instances, ICT in education is actually mentioned within the national ICT policies in general terms, but the policy environment does not do more than this. They may not always be accompanied by a detailed implementation plan or commitment from government to implement the policies.147 The World Bank also notes that developing countries have faced challenges in adapting policies and regulations to rapid changes in 146 Nix, J., Russell, J., Keegan, D. (n.d.). Mobile learning/SMS (Short Messaging System) academic administration kit. Retrieved from: http://www.eden-online.org/contents/publications/SMS/Ericsson.Mobile.A5.pdf 147 Information drawn from various country reports in Farrell, G., Isaacs, S., and Trucano, M (2007). Survey of ICT and Education in Africa (Volume 2): 53 Country Reports. Washington, DC: infoDev / World Bank. 58 technology and market structure. 148 Thus, there is an absence of comprehensive policies that enable and support interventions and which are supported by clearly defined and resourced strategies for implementation at national level as well as at the level of educational institutions. In this light, policies are needed that cover all aspects of ICT in education and come with a timebound implementation strategy and the necessary institutional arrangements, resource allocations, and monitoring plans to ensure that implementation can and will take place.149 In addition, more consideration could be given to exactly how institutions of higher education can facilitate building ICT capacity in Africa. More than a brief mention of the relationship between ICT and higher education is required in policy frameworks. How institutions of higher education are to be engaged and the expectations of them need to be clearly articulated. 3.5.2 Infrastructure A major challenge facing ICT in higher education is that of limited infrastructure, in particular the limited access to power (about 60% of the population in Africa lack access to electricity) 150 and the lack of affordable and reliable Internet access (less than 12% of the population in Africa are Internet users).151 Many African countries still have unreliable power supply, uncompleted data and telecommunications networks, coupled with the high cost of energy and telecommunications.152 In most African countries, Internet access is limited and slow. Where broadband is available, it is typically very expensive—far beyond the financial means of the majority of Africans.153 This lack of affordable and accessible telecommunication backbone and a stable electrical supply impacts on the rollout of ICT in higher education by making online systems unreliable or difficult and expensive to access. Frequent power outages or system crashes can cause frustration amongst users and lead to abandoning such platforms as a tool in teaching, learning, and research.154 It should be noted that ICT infrastructure encompasses access to equipment, as well as to connectivity. A key element in use of ICT in education is therefore the devices through which educators and learners access learning materials and collaboration platforms. Equipping universities and keeping them up to date with ICT equipment is very expensive due to hardware and software purchases, as well as the recurrent costs associated with maintenance and support. Rapid advances in technology have continued to add potential to the use of ICT as an integral part of teaching and learning. However, changes and innovations in technology tend to be much faster than changes in 148 IEG (Independent Evaluation Group). 2011. Capturing Technology for Development: An Evaluation of World Bank Group Activities in Information and Communication Technologies. Washington, DC: Independent Evaluation Group. The World Bank Group. 149 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 150 Lighting Africa. What is Lighting Africa? Retrieved from http://www.lightingafrica.org/component/k2/item/22.html?layout=item 151 Internet World Stats. (2011). Internet usage statistics for Africa. Retrieved from, http://www.internetworldstats.com/stats1.htm 152 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 153 Williams, M.D.J., Mayer, R., and Minges, M. (2011). Africa’s ICT Infrastructure Building on the Mobile Revolution. World Bank: Washington. Retrieved from http://siteresources.worldbank.org/INFORMATIONANDCOMMUNICATIONANDTECHNOLOGIES/Resources/AfricasICTInfrast ructure_Building_on_MobileRevolution_2011.pdf 154 Mtebe, J.S., Dachi, H., and Raphael, C. (2011). Integrating ICT into teaching and learning at the University of Dar es Salaam. Distance Education 32(2): 289–294 59 the education system, and this is an area of concern, as reform may be dependent on technologies that are no longer available or supported.155 3.5.3 Bandwidth Constraints Another obstacle to the use of ICT in African higher education remains access to greater bandwidth. Despite the help that established National Research and Education Networks (NRENS) provide, bandwidth constraints remain a challenge in many African higher education institutions. A 2008 survey conducted by UNESCO amongst African higher education institutions considered whether Internet access was excellent, adequate, or non-existent. Close to 66% of respondents indicated that access to the Internet was adequate.156 Insufficient private sector investments in the telecommunications infrastructure and a lack of competition, have led to high costs for ICT, particularly bandwidth. Bandwidth costs for broadband in Sub-Saharan Africa are 30 to 40 times that in the US.157 Research ICT Africa reports in its 2009/2010 sector review, that sub-Saharan Africa trails North Africa with Internet penetration rates below 3% on average and a broadband penetration rate below 2%.158 It cites low bandwidth and high prices as major challenges, with many countries relying on satellite communication for bandwidth due to the limited reach of traditional fixed-line networks and lack of access to undersea cables. The need to create a robust bandwidth capability throughout Africa exposes the various constraints that need to be addressed at the institutional, national, and regional levels.159 3.5.4 Research, Monitoring, and Evaluation It is generally believed that ICT can empower teachers and learners, promote change and foster the development of 21st century skills, but data to support these perceived benefits from ICT is limited and evidence of effective impact is elusive. Globally, insufficient attention is paid to monitoring and evaluation during the design of most ICT initiatives, and Africa is no exception. In addition, there appears to be a dearth of useful resources attempting to translate what is known to work and not work in this field. Furthermore, as technology and the specific tools available for education changes quickly, and therefore as new technologies emerge, it is critical that their cost and impact in educational settings are examined. As a result, there is a great need for research on the appropriateness of specific ICT tools to help meet educational goals.160 155 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 156 Unwin, T. (2008). Survey of e-Learning in Africa. UNESCO Chair in ICT Development. 157 Cottrell, L. (2010). New E. Coast of Africa Fibre. Retrieved from https://confluence.slac.stanford.edu/display/IEPM/New+E.+Coast+of+Africa+Fibre 158 Research ICT Africa (RIA), Comparative Sector Performance Review 2009/2010. Retrieved from, http://www.researchictafrica.net/publications/Policy_Paper_Series_Towards_Evidencebased_ICT_Policy_and_Regulation_-_Volume_2/Vol_2_Paper_5__Comparative_Sector_Performance_Review_2009_2010.pdf 159 Adam, L. (2003). Information and Communication Technologies in Higher Education in Africa: Initiatives and Challenges. JHEA/RESA Vol 1, No. 1, pp. 195–221 160 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 60 3.5.6 Technology-Led Initiatives There has been a common tendency to use technology people to lead and implement ICT in education projects, with a resultant focus on engineering or software skills. People who are trained in and understand education play a secondary and often peripheral role. Technology-led initiatives may appear successful at the technical level, but generally do not achieve the expected outcomes and impact, and are consequently not sustainable.161 Related to this challenge is the issue of reliance on technology imports that are more often than not, designed for developed country markets and environments rather than tailored to the African context. While there has been some progress on the soft side of technology, a lot of the key applications are still imported. Open source software offers potential solutions, but there is still a lack of sufficiency of skills (in terms of both depth and numbers of people) to engage open source software confidently. 3.5.7 Shortage of Trained Professionals and Skilled Leaders Many African countries face a shortage of IT professionals and lack of educators with ICT skills. African universities in particular face a critical shortage of skilled workers who understand basic and advanced programming and can plan, design, and implement distributed information systems as well as manage large-scale e-learning projects.162 For example, at the University of Dar es Salaam, despite being an early adopter of ICT and setting in place the institutional mechanisms necessary to support the use of ICT in teaching and learning, the institution often finds that academics just do not take up ICT and use it in their courses.163 Integration of ICT in learning requires retraining and calls for new time demands on academics. The absence of incentive schemes, especially in environments where salaries and benefits are low, is both a challenge and a major risk to success. Incentives extend beyond this to innovators in the area of ICT in education for either developing or scaling up products and approaches that have demonstrated benefit and potential for sustainability. Another challenge is the high turnover of skilled technical personnel, as institutions are unable to pay salaries that are competitive with the private sector. Some higher education institutions have tried to work around this problem by launching extensive and ongoing professional development programs for their staff and exploiting their computer science and electrical/network/computer engineering departments.164 161 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 162 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 163 Mtebe, J.S., Dachi, H., and Raphael, C. (2011). Integrating ICT into teaching and learning at the University of Dar es Salaam. Distance Education 32(2): 289–294 164 Adam, L. (2003). Information and Communication Technologies in Higher Education in Africa: Initiatives and Challenges. JHEA/RESA Vol 1, No. 1, pp. 195–221 61 African leaders, civil servants, administrators, and academics need to be knowledgeable about the potential of ICT in higher education. Where this knowledge is lacking, policy frameworks created by government and their related investment priorities frequently miss opportunities to realize systemic change through investments in ICT. ICT planning and investment tends to be treated as a luxury aspect of budgets or an expendable line item, rather than being seen as an important aspect of promoting socio-economic transformation, and service delivery. This reflects a need to build capacity in the management and institutional leadership of African higher education institutions about the benefits of ICT. A lack of capacity at all levels to effectively integrate and support the use of ICT in education. This includes a shortage of human capacity across all important stakeholders groups (for example, policy makers, teachers, administrators, technical staff, education managers, and so on). Harnessing ICT for education and socio-economic development requires visionary and skilled management and visionary leadership. African leaders, civil servants, and administrators need to be knowledgeable about the potential that ICT presents in terms of socio-economic development, and thus there is a need to build capacity in African leaders and administrators to ensure that leveraging ICT for a knowledge society is both a top-down and bottom-up process.165 3.5.8 Funding ICT in Higher Education ICT planning and investment tends Lack of financing and prioritization of ICT investments is a serious barrier to effective ICT use. Little is known about to be treated as a luxury aspect of budgets or an expendable line item, the true costs of ICT in education, and given budgetary rather than being seen as an and resource constraints, widespread investment in ICT in important aspect of promoting education may not be possible in many African countries. Despite a mainstream claim that investing in ICT is cost- socio-economic transformation, and service delivery. This reflects a need effective, as well as the continuous decline in ICT prices, to build capacity in the management the total cost of ownership of ICT including hardware, and institutional leadership of software, maintenance, upgrading, skills and development African higher education institutions remains high. Investing in ICT for higher education could about the benefits of ICT. be perceived as an additional cost, and sustaining meaningful ICT investment is a problem faced by many institutions and countries, particularly those that rely heavily on donor funding. ICT may not feature as high on the list of higher education institutions’ investments or priorities as important items like paying staff salaries or maintaining utilities. Across the continent, a lack of government funding for ICT in higher education often results due to competing national imperatives, and projects related to ICT for education often rely on donor funding. For example, in Madagascar, there appears to be limited budget for ICT in education, while in Malawi the ICT for development strategy is strongly dependent on external donor funding.166 Budgetary pressure on education and training can result in under-investment in the quality of education.167 Therefore, education investments in ICT require 165 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 166 Information drawn from various country reports in Farrell, G., Isaacs, S., and Trucano, M (2007). Survey of ICT and Education in Africa (Volume 2): 53 Country Reports. Washington, DC: infoDev / World Bank. 167 Punie, Y., and Cabrera, M. (2005). The Future of ICT and Learning in the Knowledge Society - Report on a Joint DG JRCDG EAC Workshop held in Seville, 20-21 October 2005. Seville: European Commission Directorate-General Joint Research Centre. 62 long-term planning that should take into account sustainability and the developments that ICTenhanced education may bring.168 It is, therefore, critically important to better understand the costs and benefits associated with ICT types and uses in various educational situations in order to effectively target scarce resources. Due to the high up-front costs and large recurrent costs, countries typically employ a great variety of financing and cost recovery mechanisms. Common trends in advocating ICT integration include educational institutions entering into partnerships with the business sector, particularly the IT industry, in order to help maintain operation and financial viability of ICT-based education programmes.169 Thus, public-private partnerships and user fees are important components of financing ICT in education in many countries, although more research is needed to determine the impact and effectiveness of these mechanisms.170 Costs for ICT tools can also be prohibitive. Purchasing site licences and support services can result in significant upfront costs that may at first glance appear prohibitive and unnecessary. Fortunately, there are a number of open source options available for most software applications, particularly learning management systems that can be cheaper to maintain and tend to be well supported by their respective online communities. In addition, costs of accessing telecommunications networks necessary for ICT use can be expensive, especially in countries that have not liberalized their telecommunications sector. Looking to legislative frameworks, particularly those that have advocated – and succeeded in enforcing – e-rates for social services from telecommunications and technology companies, would be a useful for governments looking at ways of reducing costs associated with accessing the Internet.171 3.5.9 Relevant Educational Content In Africa, appropriate and improvised content ranging from learning materials such as textbooks, journals, web pages, video, television, radio, audio programmes, and multimedia packages to learning support tools such as study guides, exam sheets, worksheets, laboratory manuals, and field exercises are in short supply.172 In particular, there is little digital education content that is locally contextually relevant or based on local curriculum frameworks. Experience shows that unless digital learning resources are directly related to the curriculum, and to the assessment methods used to evaluate educational outcomes, ICT interventions may not have positive educational impacts.173 Creating local e-learning content has proved difficult because many African higher education institutions are still not conversant with courseware tools and digital environment. Faculty members also have excessive loads and limited time, skills, and incentives to develop e-learning materials 168 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 169 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 170 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 171 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 172 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society. Retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 173 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 63 suitable to their local needs. The educational reward system was not designed to encourage faculty and students to own and get involved in e-learning content development and use. Maintaining an elearning environment requires consistent improvisation and skills that are not readily available to most African higher education institutions and it is a resource intensive enterprise.174 Nevertheless, there have been several initiatives that have been adopted to address the e-content challenge in Africa, particularly related to the development of OER (as discussed in the section below). 3.5.10 Unequal Access to Resources ICT tends to accentuate social, cultural, and economic disparities. For instance, ICT projects tend to give preference to students in urban areas and in areas where existing infrastructure is the best. Whilst there is a very real risk that ICT can further marginalize groups already excluded or marginalized from educational practices and innovations, ICT also holds a promise and opportunity for facilitating greater inclusion of such groups such as special needs students, students in remote areas, students from historically marginalized linguistic, cultural or ethnic groups, and low income communities into existing educational practices and environments. With supportive policies and careful planning and monitoring, ICT can offer the potential of facilitating greater inclusion of such groups.175 3.5.11 Computer/Network Security As higher education institutions in Africa build greater capacity in ICT, issues of computer and network security need to be addressed.176 Particularly with the development of national or regional research and education networks, security from outside cyber-attacks or viruses needs to be considered. Such threats can pose a real challenge to the stability and effectiveness of ICT platforms, and can also result in breaches of intellectual property. Providing effective computer and network security brings additional costs through hiring and training sufficient staff to monitor and educate staff and students on how to safe guard computers. Additional costs can be generated due to the need for software purchases or upgrades. 174 Adam, L. (2003). Information and Communication Technologies in Higher Education in Africa: Initiatives and Challenges. JHEA/RESA Vol 1, No. 1, pp. 195–221 175 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 176 Council for Higher Education. (2006). ICTs and the South African Higher Education Landscape. Section 4. Retrieved from http://www.che.ac.za/documents/d000127/7-ICTs_HE_Landscape_Jul2006.pdf 64 4 Open and Distance Learning (ODL) and Higher Education 4.1 Introduction Globally, countries are facing challenges of expanding access, improving quality, and ensuring equity, particularly in higher education. Underpinning this challenge is the growing and urgent need to train, retrain, and continuously refresh the knowledge and skills of each nation’s workforce in an increasingly globalized knowledge economy. While the challenge is global in nature, its impact is particularly pronounced in Africa, which has the world’s highest illiteracy rates, lowest participation rates, significant capacity development needs, and a huge demand for higher education. In Africa, there has been rapid growth in the number of private and distance learning tertiary institutions. This growth has been attributed partly to existing public institutions no longer being able to cope with increasing populations and an accompanying growth in demand for education. Despite this, the tertiary gross enrolment ratio for Sub-Saharan Africa is just 5.6%, compared with 71% in North America and Western Europe.177 As was noted in the previous section, it has been argued that, in order for African universities to contribute to development of the knowledge society in a more meaningful way, they need to introduce cost-effective expansion strategies that will also ensure reasonable quality. This is in a context of insufficient resources to build and operate new higher education institutions or to invest in upgrading existing institutions.178 ODL is increasingly being seen as a strategy to tackle these challenges of access, quality, and equity. Many African countries are deploying ODL models in order to meet the growing demand for higher education places. Contemporary developments in the provision of quality higher education indicate that these countries are embracing ODL as a costeffective and efficient means of increasing access to education.179 While still a minority trend in Francophone Africa, e-learning is also increasingly viewed as a viable alternative to large-scale faceto-face delivery, particularly in view of rapid population growth, increasing ICT funding, and limited higher education infrastructure.180 ODL has progressively evolved from a peripheral concern to a key developmental agenda that policy makers, education providers, and employers have to tackle. The rapid developments in ICT outlined in the previous section, rising mobility of people and corresponding increase in cross-border education, and strong demand for higher education are all regarded as among the key push factors propelling the ODL agenda to high priority. African governments have found ODL to be cost-efficient, with the potential to offer very high quality education and training. The Ministers of Education of the African Member States (MINEDAF) VIII meeting held in Dar es Salaam in 2002 highlighted the importance of ODL in helping to solve Africa’s challenges of social dislocation, poverty, conflict, and marginalization, as well as achievement of the continent’s human development goals. In 2004, African Ministers of Education at the All Africa Education Ministers Conference on Open Learning 177 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 178 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 179 Okebukola, P. (2009). African Higher Education and Quality Assurance. Presented at the CHEA 2009 Annual Conference. Retrieved from http://www.chea.org/pdf/2009_IS_African_Higher_Education_and_Quality_Assurance_Okebukola.pdf 180 Jokivirta, L. (2006). Foreign Higher Education Activity in Francophone Africa. World Education News and Reviews, 19(2). Retrieved from http://www.wes.org/ewenr/06apr/feature.htm 65 and Distance Education in South Africa, called for ODL to be applied more widely.181 The result of increasing awareness of, and appreciation for the potential of ODL in increasing access to higher education has also seen calls for African countries to prioritize and support ODL, to introduce quality assurance mechanisms for ODL and to foster regional collaborations in higher education. 4.2 Growth of ODL in Africa ODL is now increasingly seen as key to the provision of access to affordable education to a wider student population. For example, the University of South Africa (UNISA) enrolled approximately 375,000 students in 2011 and the Open University of Tanzania (OUT) is the major provider of tertiary education in that country. Likewise, the Zimbabwe Open University was developing well until recent difficulties in the country slowed its growth, although its development has re-commenced with the return of a greater degree of political stability in that country. These institutions offer a range of higher education programmes, covering teacher education, nursing, business studies, science degrees, and a range of other specialized programmes. ODL is also not limited to traditional dedicated distance education institutions. Its promise and possibilities are also being explored and implemented by many contact universities faced with the same kinds of technological advances, constraints, dynamics and challenges as those that have caused traditional distance education institutions to turn to ODL models of provision. In addition, private education providers are also increasingly tapping into the promise of ODL.182 The growth of ODL in Africa is promising in that it is demonstrative that higher education is no longer the exclusive domain of a few. As Pityana (2008) notes: Perhaps what we as ODL practitioners acknowledge and what we quietly celebrate, is that the growth of ODL is testament to the demise of exclusivity in higher education provision. The exclusionary triangle of access, cost and quality has been broken by technology and its evolution, allowing broad access to quality education at an affordable price. In short, the growth of ODL has facilitated mass access to quality higher education. It is how we respond to the opportunity that this presents, that will determine its, and our own, future growth and success. 183 4.3 Activities across the Continent As part of the process of finding solutions, many African countries and organizations have made efforts to harness the perceived potential of ODL, as reflected by the number of initiatives across the continent. The following list provides a summary of institutes and organisations working in the ODL field. • UNESCO’s Division of Higher Education has established the UNESCO Higher Education Open and Distance Learning Knowledge Base which aims to support decision-makers and practitioners by giving them access to information and tools to aid more effective policy planning, development 181 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 182 Pityana, N.B. (2008). A Decade of Development and Education in Africa: The Promise of Open and Distance Learning. Keynote Address at the Pan Commonwealth Forum on Open Learning of the Commonwealth of Learning held in collaboration with London University and UNESCO, London, 14-16 July 2008, under the theme: Access to Learning for Development 183 Pityana, N.B. (2008). A Decade of Development and Education in Africa: The Promise of Open and Distance Learning. Keynote Address at the Pan Commonwealth Forum on Open Learning of the Commonwealth of Learning held in collaboration with London University and UNESCO, London, 14-16 July 2008, under the theme: Access to Learning for Development 66 • • • • • • • • • and management of ODL in higher education programmes. It is also developing, in collaboration with EADTU, Europe’s main voice in distance higher education, a global framework for quality assurance in distance learning/e-learning.184 The Commonwealth of Learning (COL) is very active in the field of ODL in Africa. Further details on COL have been described in the ICT section above. The International Council for Distance Education (ICDE) is the global membership organization of educational institutions, national and regional associations, corporations, educational authorities and agencies in the fields of open learning, distance education, and flexible, life-long learning. ICDE is now present in 142 countries. The majority of its membership is composed of educational institutions at all levels (schools, colleges, universities), but it also includes national and regional associations, corporations, educational authorities and agencies, active in open, virtual and distance learning. ICDE’s relationship as a UNESCO-affiliated NGO goes back to the 1960s. Since then, ICDE has worked with UNESCO in numerous programmes and activities. The African Council for Distance Education (ACDE) is a continental educational organization with its headquarters in Nairobi, Kenya. It comprises universities and other higher education institutions that are committed to expanding access to quality education and training through ODL, including e-learning. The vision of the ACDE is to become a major player in promotion and advocacy for ODL in Africa. The mandate of the ACDE, as a unifying body of ODL providers in Africa, is primarily to promote research, policy, and quality in ODL to increase access to education and training in Africa. It does this by building capacity, fostering collaboration and partnership, and advocacy. The Association for the Development of Education in Africa (ADEA) includes a Working Group on Distance Education and Open Learning (WGDEOL), which was created in 1997 to help ministries of education, training institutions, and NGOs in Africa improve access to, quality of, and equity in education, and, in particular, to strengthen the capacity of the education system. The activities of the WGDEOL are geared towards sensitizing all stakeholders ranging from practitioners to policy-makers about the importance of ODL methodologies and related innovations in the educational scenario. These activities are mainly concerned with harnessing the potential of ICT and demonstrating their outreach effectiveness through planned activities. The Distance Education Association of Southern Africa (DEASA) is an association of 20 member institutions or organisations from Botswana, Lesotho, Swaziland, South Africa, Namibia and Tanzania. These institutions are involved in distance education or non-formal education at various levels, ranging from adult basic to tertiary level education. The Distance Education Association of Tanzania (DEATA) is a national association, whose goal is to promote networking and collaboration among distance education professionals in Tanzania. The SADC Centre for Distance Education (SADC-CDE) is an ODL centre of excellence in Southern Africa. The Centre’s main function is to build ODL capacity within the region at all levels – pretertiary or secondary school to tertiary level.185 The National Association of Distance Education Organizations of South Africa (NADEOSA) facilitates collaboration among ODL organizations in South Africa and is involved in ODL promotion and advocacy. NADEOSA also plays an important role in the development of awareness of quality in the South African distance education community. It also engages with quality assurance bodies specifically appointed for the quality assurance of distance education, particularly higher education The South African Institute of Distance Education (SAIDE) is committed to increasing democratic access to knowledge, skills and learning through the adoption of open learning principles and distance education strategies. They promote open learning principles; the use of quality open 184 Higher Education Open and Distance Learning Knowledge Base. Retrieved http://portal.unesco.org/education/en/ev.php-URL_ID=22306&URL_DO=DO_TOPIC&URL_SECTION=201.html. 185 Commonwealth of Learning. (no date). BOTSWANA - COL activities in 2003-2006. Retrieved from http://www.col.org/SiteCollectionDocuments/Botswana_03_06.pdf 67 from: • and distance learning methods; and the appropriate use of technology. SAIDE works closely with policy makers and providers of educational programmes to translate these approaches into practice.186 The Namibian Open Learning Network Trust (NOLNet) was formed in 2001 on the request of the government to share scarce expertise and resources on ODL. NOLNet’s activities include institutional capacity-building; establishment and expansion of a national network of open learning centres; supporting elearning initiatives to supplement existing ODL print-based programmes; and the development of radio programmes and audio-visual material. Initiatives and organizations such as those listed above play a critical role in supporting the development and growth of high quality ODL practices in African higher education. 4.4 Use of ODL, Good Practices, and Promising Approaches In Africa, ODL at the higher education level is offered by two main kinds of institutions – dedicated ODL or single-mode institutions, and dual mode universities (offering both ODL and face-to-face teaching courses). A single-mode institution is one in which teaching, learning, and administrative systems are designed and dedicated to the provision of ODL.187 All the management structures, teaching activities, and administrative processes of single-mode institutions are dedicated to the delivery of ODL. These institutions usually do not have a traditional campus. Their students use a system of local and regional study sites, and course teams usually design the courses.188 A dualmode institution is one in which teaching, learning, and administrative systems support both campus-based education and ODL.189 The distance teaching section is usually managed by a special unit with its own dedicated administrative staff and possibly also dedicated faculty. However, in most instances these units require the parent body’s faculty to provide most of the teaching.190 As higher education institutions face new training demands and new competitive challenges, many of them are facing the need for profound changes in their governance, organizational structure and modes of operation. As traditional universities recognize the importance of ODL in giving students the opportunity to access the most advanced educational resources over and above their traditional teaching methods, many of these institutions are taking the decision to transform themselves rapidly from single-mode to dual-mode universities. There are several higher education institutions that are dedicated ODL universities and colleges. The following list provides an indication of the various ODL institutions (this list is not exhaustive, but illustrative of ODL initiatives in Africa). • The Lesotho College of Education (LCE) trains primary school teachers and junior secondary school teachers at the pre-service and in-service levels. As a public sector institution, it operates under the auspices of the Lesotho Ministry of Higher Education and Training.191 • The Zimbabwe Open University (ZOU) is a multi-disciplinary inter-faculty institution offering degree and non-degree courses through distance teaching and open learning to youth and adult 186 South African Institute of Distance Education, About Us. Retrieved from http://www.saide.org.za/AboutUs/tabid/1431/Default.aspx . 187 Abrioux, D.A.M.X. (2006). Strategic Issues in Single- and Dual-mode Distance Education: The Organizational Blending of Two Canadian Distance Universities. p. 11. Commonwealth of Learning. 188 World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet. 189 Abrioux, D.A.M.X. (2006). Strategic Issues in Single- and Dual-mode Distance Education: The Organizational Blending of Two Canadian Distance Universities. p. 11. Commonwealth of Learning. 190 World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet 191 Lesotho Ministry of Education and Training. Higher Education. Retrieved from http://www.education.gov.ls/index.php?option=com_content&task=view&id=23&Itemid=34. 68 • • • • • • • learners. The University evolved out of the University of Zimbabwe after the Government realized the need to develop ODL. UNISA is a comprehensive institution, offering both career-orientated courses usually associated with a university of technology and formative academic programmes typically linked to a traditional university. It has 28 branches throughout the country and seven colleges: the College of Agriculture and Environmental Sciences, the College of Economic and Management Sciences, the College of Education, the College of Human Sciences, the College of Law, the College of Science, Engineering, and Technology, and College of Graduate Studies.192 OUT is an accredited public institution of higher learning offering academic programmes leading to certificates, diplomas and undergraduate and postgraduate qualifications. OUT’s headquarters are in Dar es Salaam. It has Faculties of Arts and Social Sciences; Education; Science, Technology and Environmental Studies; Law; and Business Management. The Institute conducts its operations through 25 Regional Centres and 69 Study Centres.193 The Open University of Mauritius was established when the Mauritian government passed the Open University of Mauritius Bill in 2009, whose main objective is to provide for the establishment of the university and enhance the provision of open and distance learning and multimedia-based education. The Open University is intended to collaborate with Governmental and intergovernmental institutions, as well as the private sector, to support an enabling environment for the provision of education and training at certificate, diploma, graduate, postgraduate and research levels. In addition, it will be responsible for setting standards for the provision of ODL.194 The Open University Bill has been passed in Parliament and awaits proclamation. The National Open University of Nigeria (NOUN) is Nigeria’s largest tertiary institution in terms of student numbers. It operates from its Administrative Headquarters located in Lagos. Nigeria, with study centres throughout the country. It offers over 50 programmes and 750 courses from certificate to diploma and degree level.195 The Zambia Open University, a private university, which has been operating since 2005, has grown from about an initial enrolment of 500 students to 3,500 students.196 However, at the time of writing, the university website was not working and therefore it is difficult to verify current enrolment rates. The Open University of Sudan is based in Khartoum, Sudan. The university has 320 centres, enrols over 19,000 students and offers programmes in education, law, business administration, computer science and languages. The AVU has established ODL centres at each of the ten selected institutions in Ethiopia, Kenya, Madagascar, Mozambique, Senegal, Somalia, Tanzania, Uganda, Zambia and Zimbabwe, as part of the AVU Multinational Support Project. ODL opens access to education to many students, and technology can help to facilitate and enhance learning for these students. UNISA provides a good example of how this is done. UNISA enrols approximately 375,000 students in South Africa and beyond its borders, making use of a ‘customized delivery system’ for e-learning with a web environment to provide general programme and course information and a secure environment that provides access to students and staff. The latter has three areas for academic staff, support staff and students. Lecturers can access online course resources, learner details, and feedback from students as well as support and teaching tools. E- 192 University of South Africa (UNISA). Retrieved from www.unisa.ac.za The Open University of Tanzania. Retrieved from www.out.ac.tz 194 The Open University of Mauritius Bill. Retrieved from http://www.gov.mu/portal/goc/assemblysite/file/bill1909.pdf 195 About NOUN. Retrieved from http://www.nou.edu.ng/noun/About%20NOUN/contents/About%20us.html 196 Researching Virtual Initiatives in Education. Zambian Open University. Retrieved from http://www.virtualcampuses.eu/index.php/Zambian_Open_University 193 69 learning has enabled UNISA to diversify and expand its student clientele.197 Virtual learning environments in distance learning expand learning opportunities for students who can access computers and the internet. These open their world to other resources through engagement with the university virtual learning environment. Considering their importance for learning, it would be useful to gather data on usage of virtual learning environments by distance learners to inform their improvement. It would also be important to conduct online surveys to get feedback from students on the effectiveness of the virtual learning environment. In addition to dual-mode institutions, the concept of which has been mentioned above, there are also mixed-mode institutions, whose programmes are designed, delivered and administered by the same people who provide conventional face-to-face programmes.198 This mode is a fairly recent development, with teachers and trainers in conventional higher education institutions offering their courses off campus using audio-conferencing and video-conferencing, and in more recent years, via the Internet. Distance learners are added to their regular students and teaching proceeds using the traditional methods.199 Examples of institutions offering dual-mode or mixed mode programmes include: the University of Botswana, University of Abuja, University of Lagos, Université de Fianarantsoa, Universidade Pedagogica, University of Namibia, Egerton University, Jomo Kenyatta University of Agriculture, Science and Technology, Moi University, University of Nairobi, Strathmore University, Eduardo Mondlane University, Benin Centre d`Education a Distance, Light University of Bujumbura, University of Juba, Kigali Institute of Education, Masinde Muliro University of Science and Technology, University of Pretoria, University of Swaziland, Copperbelt University, and the University of Zambia, amongst others. Many of the programmes offered at dual-mode institutions focus on the key professions of teaching and nursing, but there is also growth of programmes in areas such as business studies and specialist professions. In some cases, training programmes and colleges are affiliated with the university that awards the diplomas. Most universities use a combination of instructional methods and techniques, including learning packages, self-instructional materials, face-to-face tutorials, assignments, workshops, radio and television broadcasts and online support.200 Several universities in the region offer at least one ODL programme, which has resulted in an increase in higher education study places. For example, distance education students now represent at least 30% of those enrolled at Makerere University in Uganda, and about half of students at both the University of Cape Coast in Ghana and at the Catholic University of Mozambique. At the University of Mauritius, 40% of first-year modules are now available as distance education programmes.201 Some, such as the University of Namibia, have established outreach campuses and offer a number of well-established programmes (for example, in education, arts, nursing and business studies). The fourth mode of ODL offering is through consortia. This usually involves an arrangement whereby the distance teaching resources of a state are organized by a single management unit, which normally comprises representatives of the institutions providing the resources.202 Two or more ODL 197 Ngugi et al. (2007). ICTs and higher education in Africa. Cape Town: Centre for Educational Technology. World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet. 199 World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet. 200 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 201 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 202 World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet. 198 70 institutions (or units within an organization) arrange to share the responsibility for designing and delivering programmes. Each institution has its own management structure and contributes personnel for the purpose of setting general policies. Each institution also manages delivery of the courses to its own students.203 There is a growing trend towards integration with international partner universities in Europe and the United States. For example, the University of Mauritius offers a police studies programme in partnership with the University of Portsmouth in the United Kingdom. Such international cooperation adds quality and accreditation to programmes, as well as providing access to financial, information and technological resources. The integration also provides African students with access to international discourses in many fields. There is evidence of various international cooperation initiatives in many countries. For example, the TELESUN (TELEteaching System for Universities) project links six engineering schools and faculties in Belgium, Cameroon, France, Morocco, and Tunisia, and provides internet-based courses in the engineering sciences. This is an example of a multilateral cooperation in which international discourse is being channeled to local institutions through distance education.204 In the Democratic Republic of Congo, the Francophone University Agency and QualiLearning, a Swiss company, have promoted regional distance e-learning projects for French speaking countries, through the provision of ‘virtual’ campuses.205 In another initiative known as Formation à la Recherche et (FORST), Benin, Côte d'Ivoire, and three other Frenchspeaking African countries are linked with McGill University in Canada and University of Lille in France. This programme allows African students to take classes in occupational health at McGill University and the University of Lille.206 In another programme, Réseau Africain de Formation à Distance, teachers in Djibouti are connected to French universities.207 A further regional initiative is the Indian Ocean University project, which aims to link together higher education institutions in East Africa and southern Africa.208 à la Spécialisation en Santé au Travail The TELESUN (TELEteaching System for Universities) project links six engineering schools and faculties in Belgium, Cameroon, France, Morocco, and Tunisia, and provides internet-based courses in the engineering sciences. This is an example of a multilateral cooperation in which international discourse is being channeled to local institutions through distance education. In another example highlighting the minimizing of duplication of effort required to develop materials, COL has worked with the eight countries of the SADC to develop training materials that will allow teachers to enhance their professional skills through ODL. The modules were developed by teams of writers from Botswana, Namibia, South Africa, Zambia, and Zimbabwe. Throughout the writing phase, content input and review of the materials remained the collective responsibility of all 203 World Bank. (no date). Governance and Structure – Single Mode Institutions, Global Distance Educationet. Ekhaguere, G.O.S. (1999) African Higher Education and Training: Opportunities and Challenges. Presented at the conference Access or Exclusion? Trade in Transnational Education Services. Global Alliance for Transnational Education (GATE ), Melbourne, Australia. 205 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 206 Beebe, M.A. (2003) Partnerships, alliances and networks for e-learning, in: M. Beebe et al. (eds) AfricaDotEdu: IT Opportunities and Higher Education in Africa. New Delhi: Tata McGraw Hill. 207 Leary, J. and Berge, J.L.Z. (2007) Successful distance education programs in sub-Saharan Africa. Turkish Online Journal of Distance Education, 8(2): 136-145. http://tojde.anadolu.edu.tr/tojde26/pdf/article_12.pdf 208 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 204 71 participating countries. Once the core modules were developed, each country was able to adapt them to meet the needs of its people. COL has also initiated VUSSC, which is a collaborative initiative to develop and share courseware. It also launched WikiEducator (which is now operating through the OER Foundation in New Zealand), which is a collaborative initiative to develop and make available a free education curriculum by 2015.209 These examples highlight that, with collaboration, the cost of a particular initiative to any one institution, agency, or country can be reduced and the quality of the finished product can be higher than if only one institution or country undertook the development of the learning materials.210 With collaboration, the cost of a particular initiative to any one institution, agency, or country can be reduced and the quality of the finished product can be higher than if only one institution or country undertook the development of the learning materials. There is a growing trend of institutions using ODL programme designs that incorporate contact and interaction between students and educators, rather than resorting to correspondence methodologies.211 As such, the line between face-to-face education and ODL is being increasingly blurred by the trends of open education resources, m- and e-Learning, and the possibilities of lowcost computers (discussed separately in other parts of this report). Discussion is also ongoing on trans-border education and how ODL can meet the Millennium Development Goals (MDGs).212 4.5 ODL Policies There is a wide diversity of national policies and strategies pertinent to education generally and ODL specifically. In the field of ODL, relevant policies are not only confined to education, but also to other sectors such as telecommunications, electrification, and roads and transport, as sound national physical infrastructures are essential to effective delivery of ODL programmes.213 Many African countries have policies and strategies that recognize the importance of ODL, although their coordination and implementation vary from country to country. In addition, countries are at various stages in developing ODL policies. Countries such as Lesotho and Mauritius have welldeveloped, integrated policy approaches to ODL while others, such as Namibia are in the process of developing policies specifically focused on ODL. Other countries have yet to begin to develop policies which focus on specifically on ODL. Some illustrative examples of national policies are presented below. Botswana’s policy on ODL is integrated into its National Education Policy. Its main objectives are to extend education and training using ODL methods to out-of-school youth and adults, expand coverage of education beyond campus-based offerings, and to support lifelong learning. Whilst the 2008 Tertiary Education Policy proposed the establishment of a dedicated state funded ODL HEI for Botswana, the policy is silent as to the role of ODL in the higher education sector and whether ODL and face-to-face institutions are to be treated of equal importance and value.214 209 Wright, D.R., Dhanarajan , G. and Reju, S.A. (2009). Recurring Issues Encountered by Distance Educators in Developing and Emerging Nations. International Review of Research in Open and Distance Learning Volume 10, Number 1. 210 Wright, D.R., Dhanarajan , G. and Reju, S.A. (2009). Recurring Issues Encountered by Distance Educators in Developing and Emerging Nations. International Review of Research in Open and Distance Learning Volume 10, Number 1. 211 Thutoetsile, T. (2005). Report of the Southern African Regional Distance Education Centre: Situational Assessment of ODL Institutions. SADC-CDE. Retrieved September 19, 2008, from www.sardec.org.bw/reports.htm. 212 Louw, J. (2008, September 4). Capacity Building in Open Distance Learning. 213 African Development Bank Group. (2005). SADC Project Identification Report: Southern African Development Community (SADC) Open and Distance Learning Capacity-Building Project. African Development Bank Group Draft July 2005. pp. 29-33. 214 Sibande, B.G. (2011). Open and Distance learning and Access to Higher Education in Southern Africa: The Botswana Experience. Retrieved from http://upetd.up.ac.za/thesis/available/etd-10112011-094424/unrestricted/00front.pdf 72 It has been argued that the foundation of ODL in Nigeria was laid through the National Policy on Education of 1977, subsequently revised in 1981.215 According to the National Universities Commission (NUC) in Nigeria, the Nigerian National Policy on Education has over the years recognized the role of ODL in lifelong education – the basis of the national education policy. The policy document outlines the goals of ODL to: • • • • Provide access to quality education and equity in educational opportunities for those who otherwise would have been denied. Meet special needs of employers by mounting special certificate courses for their employees at their work place. Encourage internationalization especially of tertiary education curricula. Ameliorate the effect of internal and external brain drain in tertiary institutions by utilizing experts as teachers regardless of their locations or places of work.(NPE, 2004) 216 As a quality assurance body, the NUC is regarded as poised to play an important role in addressing ODL challenges in the country. Some of the strategies used to address challenges include: • Collaborating with ODL institutions and other stakeholders to lay realistic, clear, and measurable standards. • Establishing performance indicators and accreditation procedures that are transparent and participatory with tangible feedback for continuous institutional and programmatic improvement. • The development of guidelines for ODL in Nigerian universities which stipulate parity of standards with face-to-face degree programmes in terms of curriculum and entry requirements. The ODL guidelines also prescribe standards related to mode of delivery, learning resources, evaluation and assessment, learner support, staffing, information advice and guidance.217 In Zambia, the Ministry of Education developed a National ODL Policy in 2009. The goal of the draft ODL Policy is to create a learning society in which citizens are not restrained in learning and to guide the provision of education through ODL in order to promote an innovative and productive, relevant lifelong learning education and training accessible to all citizens.218 Zimbabwe has also embarked on formulating a national ODL policy to provide a supporting and regulatory framework for the implementation of ODL in the country. The need for such a policy was recognised to coordinate, guide and regulate ODL offerings. The policy is in line with the SADC Protocol on Education and Training which commits member states to human capital development through the provision of quality education. It is anticipated that the national policy will provide robust mechanisms to support and regulate ODL across different sectors. The document focuses around key themes of governance, access, curriculum, material development, learner support and quality assurance. It is anticipated that the legal framework would guide service providers on areas such as curriculum relevance, material quality, quality of graduands, and student support services. It 215 Okojie, J.A. (2009). Building Capacity For The Optimisation Of Open, Distance And E-Learning In The Nigerian University System. Building Capacity For The Optimisation Of Open, Distance And E-Learning In The Nigerian University System 216 National Universities Commission (no date). Guidelines for Open and Distance Learning in Nigerian Universities. p.1 Retrieved January 24, 2012 from http://www.nuc.edu.ng/nucsite/File/ODL%20REVISED%20GUIDELINES%20FOR%20NIGERIAN%20UNIVERSITIES.pdf 217 Okojie, J.A. (2009). Building Capacity For The Optimisation Of Open, Distance And E-Learning In The Nigerian University System. Building Capacity For The Optimisation Of Open, Distance And E-Learning In The Nigerian University System 218 Analysis of eLearning and Distance Learning Polices in Zambia. Paper presented at 5th eLearning Africa Conference, Mulungushi International Conference Centre, Lusaka, Zambia. Retrieved from http://educationandtrainingissues.blogspot.com/2011/11/analysis-of-elearning-and-distance.html#!/2011/11/analysis-ofelearning-and-distance.html 73 is also expected to help build confidence in ODL provision, address negative perceptions about the system and guarantee quality assurance through specific monitoring and evaluation mechanisms.219 Lesotho has a specific policy governing ODL, with the objectives to ensure quality educational programmes at all levels to create human resources for the world of work; promote awareness about the importance of ODL in socio-economic development; enhance the use of ICT and multimedia to increase access to quality ODL programmes, and to provide opportunities for continuous professional development and lifelong learning for improved livelihoods.220 Madagascar’s policy on ODL is integrated into the educational reform policy of the Ministry of Education. The main focus for ODL is to train more than 32,000 primary teachers, and then extend this to reach teachers of secondary schools and ultimately target higher education students. ODL is still at an experimental stage in the country.221 In Mauritius, the Ministry of Education has been adopting an action-oriented strategy towards distance education as illustrated by the setting up of the Open University as a project in its own right. Thus, it is accepted that there is a need to further expand ODL and the Ministry has now gone to the stage of implementation. Namibia has a draft policy on ODL which aims to state general principles that will indicate what Government wishes to achieve and what government would like institutions and agencies to do with respect to the development of ODL in Namibia. It also sets out to articulate the role ODL could play in furthering other policy areas and national level plans. The policy is underpinned by nine key issues which are as follows: values, purposes and principles; integration and blended learning approaches; human resources implications of ODL and blended learning; credit accumulation, recognition of prior learning, and credit transfer; media and technology; learner support; training, research and development; quality assurance; and cost and financing of ODL. The ODL policy is regarded as a critical requirement for improving the efficiency and effectiveness of the education sector in the country and it must enhance the quality of the lives of Namibians by promoting economic growth with equity.222 For Namibia, a small country in terms of population, and with limited resources, the Government has opted for collaboration and sharing of resources in order to strengthen ODL activities at publicly-funded institutions. As such, a Memorandum of Understanding (MoU) for the coordination of ODL in the country was signed in 2000 by the Permanent Secretary of the Ministry of Education and the Heads of NAMCOL, the Polytechnic of Namibia and the University of Namibia. Since then, these publicly-funded ODL institutions have been working together with the Ministry of Education to coordinate their activities through NOLNet.223 219 Mkwate, M. (2011). Govt warns ‘diploma mills’. Zimpapers 12 March, 2011. Retrieved from http://www.zimpapers.co.zw/index.php?option=com_content&view=article&id=2339:govt-warns-diplomamills&catid=38:local-news&Itemid=131 220 African Development Bank Group. (2005). SADC Project Identification Report: Southern African Development Community (SADC) Open and Distance Learning Capacity-Building Project. African Development Bank Group Draft July 2005. 221 African Development Bank Group. (2005). SADC Project Identification Report: Southern African Development Community (SADC) Open and Distance Learning Capacity-Building Project. African Development Bank Group Draft July 2005. 222 Mowes, D. (2008). Open and Distance Learning in Namibia - Country Report submitted to the Advocacy Workshop on Distance Education and Open Learning, held in Mauritius from 10-11 April 2008. Retrieved from http://ir.polytechnic.edu.na/bitstream/10628/71/1/Mowes.%20ADEAa.%20Open%20and%20distance%20learning%20in% 20Namibia.pdf 223 Mowes, D. (2008). Open and Distance Learning in Namibia - Country Report submitted to the Advocacy Workshop on Distance Education and Open Learning, held in Mauritius from 10-11 April 2008. Retrieved from http://ir.polytechnic.edu.na/bitstream/10628/71/1/Mowes.%20ADEAa.%20Open%20and%20distance%20learning%20in% 20Namibia.pdf 74 4.6 Opportunities As has been highlighted, there has been significant growth in the number of ODL programmes offered from traditionally face-to-face institutions, with such programmes now being offered by institutions across Africa. ODL is widely acknowledged for its potential to open up various opportunities for higher education in Africa. Examples of its perceived potential are to: • Provide access to students who would – either because of work commitments, geographical distance, or poor quality or inadequate prior learning experiences – be denied access to traditional, full-time contact education opportunities. It supports lifelong learning and helps remove obstacles to enrolment for women and other marginalized groups.224 This could help bring within the economic and skills net many who may otherwise have been left behind, thus enhancing participation and democratising knowledge. • Enable people to learn while they continue to earn, and irrespective of whether they are close to an institution, which is critical for people in rural areas. • Expand access to educational provision to significantly larger numbers of learners. • Be cost-efficient and achieve significant economies of scale as it enables institutions to increase enrolments without increasing staff levels and associated physical infrastructure. • Shift patterns of expenditure to achieve economies of scale by amortizing identified costs (particularly investments in course design and development and in effective administrative systems) over time and large student numbers. • Exploit the potential that integration of new educational technologies into teaching and learning environments has for supporting, improving, or enhancing those environments. • Enhances and promote quality through the development and provision of learning resources, which can be used by teachers and learners, irrespective of their location. This is especially important given the fact that in many of our countries our teachers are either un- and/or underqualified and our schools and other institutions are poorly resourced in terms of learning resources, in particular, libraries and laboratories. • Facilitate and promote access to lifelong learning, in particular, ongoing professional development, to those who have obtained formal qualifications but who are required to upgrade their knowledge and qualifications given the increasingly important role that knowledge and the processing of information plays in wealth creation and economic development. As ODL transcends time and space boundaries, a particular opportunity to emerge from the implementation of ODL programmes is collaboration. Most important, web 2.0 tools such as wikis are making it possible for teams of subject specialists to collaborate in the development of highquality content (Kanwar and Daniel, 2009).225 4.7 Challenges in Policy Implementation and Practice As highlighted, ICT has made significant contributions to the expansion and consolidation of higher education in Africa. However, ODL faces similar challenges to general e-learning. These include lack of ICT capacity, limited and expensive access to broadband, connectivity, hardware, software and skills; a lack of government funding; no national ICT and ODL policy development; poor, non-existent or outdated infrastructure; poor teaching and learning practices; and inadequate and inappropriate 224 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 225 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 75 courseware.226 Universities also need to develop strategies aimed at harnessing the full potential of ICT for ODL.227 In 2002, ADEA noted several factors limiting the development of ODL programmes in Africa: poor support for ODL from political authorities, the failure of public service to recognize ODL when assessing employee qualifications, an inadequate supply of professionally trained ODL personnel, poor follow-up and support programmes, limited budgets for ODL and poor domestic infrastructure to support ODL delivery.228 Other important challenges facing ODL highlighted in a 2005 report are summarized as follows: • ODL, its potential, and its applications are poorly understood by many key stakeholders; • ODL is perceived as a lonely activity for which individual motivation is hard to sustain, with limited or no opportunities for social interaction; • ODL is perceived as inferior and ODL systems as inefficient; • There is an absence of or weak commitment to ODL amongst key decision-makers; • ODL is structurally under-funded in relation to the core function it is expected to discharge; • Some ODL programmes are of low quality and/or marginal educational relevance. 229 It appears that many the above-mentioned challenges continue to exist. Brief explanations of these challenges are provided below: 4.7.1 Perceptions of ODL ODL institutions and programmes face negative public perception and are often regarded as inferior relative to face-face-institutions. For most high-school graduates seeking to enter university, distance education is not their first option. Traditionally, local distance education programmes have been perceived as avenues for those who have failed to make the grade, and the qualifications have therefore not been as highly respected as those from conventional face-to face institutions. For this reason, programmes in a number of countries have been unsuccessful in attracting the most able school leavers.230 This contributes to the perception that distance education programmes are not of a high quality or are inferior to conventional teaching and learning programmes.231 This perception persists even though these institutions and programmes are accredited by national regulatory 226 Pityana, N.B. (2008). A Decade of Development and Education in Africa: The Promise of Open and Distance Learning. Keynote Address at the Pan Commonwealth Forum on Open Learning of the Commonwealth of Learning held in collaboration with London University and UNESCO, London, 14-16 July 2008, under the theme: Access to Learning for Development. 227 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 228 Rumajogee, A. (2002). Distance Education and Open Learning in sub-Saharan Africa: A Literature Survey on Policy and Practise. Adeanet. Retrieved 22 September 22 2008, from www.adeanet.org/publications/docs/open%20learning%201.pdf. 229 African Development Bank Group. (2005). SADC Project Identification Report: Southern African Development Community (SADC) Open and Distance Learning Capacity-Building Project. African Development Bank Group Draft July 2005. 230 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 231 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 76 agencies.232 Such misunderstandings can be attributed to, among other reasons, a lack of an adequate ODL research needed to support informed decisions and policy choices.233 In addition, programmes offered by foreign universities are often perceived to be more valuable than local ones. 234 These negative perceptions have meant that many African educational policymakers and planners are sceptical about its legitimacy and quality, and therefore only afford ODL initiatives limited funding and political support. To tackle these challenging circumstances, ODL institutions need to put in place mechanisms that will assure quality through the ensuring the production and use of distance learning materials that are interactive, learner friendly, and context-responsive. They also need to address and change public perception of the quality of ODL programmes and products. ODL universities in Africa therefore need to advocate for the implementation of effective distance education policies and strategies, while conducting evidence-based research to address negative perceptions of ODL.235 4.7.2 Funding for ODL Funding for the expansion of ODL programmes is still inadequate in much of Africa. In many countries, the shortage of resources is aggravated by poor inter-university cooperation. Some of the reasons for this appear to be the lack of a shared vision and the poor coordination of initiatives at the national level. Customized learning materials, high levels of learner support, and effective management also demand considerable resources.236 In addition, many governments are keen to increase the proportion of ODL being funded by students through fees. Conventional institutions, meanwhile, are operating in increasingly market-orientated educational systems and hence are increasingly seeking to extend their markets via ODL. This has led to strategic alliances between the private sector and educational institutions being formed, hence blurring the lines between the various types of education providers, especially within vocational and continuing education and training.237 In addition, ODL provision tends to generally skewed to the arts-based or business-related courses, as well as key priority programmes such as teaching and nursing. This is because traditional wisdom – notwithstanding the growth of available ODL methods created by technology – remains that ODL cannot be effectively deployed for practically oriented programmes such as those in the sciences, engineering, and medicine. The latter programmes are often the priority of governments, which 232 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 233 Call for proposals - International Review of Research in Open and Distance Learning Trends and Issues in Open and Distance Learning in Africa. Co-edited by Dr. Rashid Aderinoye and Dr. Richard Siaciwena 234 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 235 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 236 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 237 UNESCO (2002). Open and Distance Learning: Trends, Policy and Strategy Considerations. p3. Available at http://unesdoc.unesco.org/images/0012/001284/128463e.pdf. 77 results in skewed funding in favour of face to face institutions. Thus, although governments may rhetorically affirm ODL, this may not necessarily translate into prioritized funding for ODL.238 4.7.3 Focus of Student Numbers to the Detriment of Quality In Africa and globally, it appears that many organizations and individuals are employing various ODL education methods and low-cost versions of resource-based learning as a means to boost their student enrolment and earnings without sufficient concern for the impact this has on provision quality. This was suggested in a 2005 AfDB report entitled Distance Education in Southern Africa: A Situational Analysis. Many of the institutions questioned on certain crucial elements of ODL such as procedures and manuals for materials development responded that they would deal with such issues later as their current priority was reaching as many students as possible. Typically, high dropout rates and a proportionally low throughput compared to enrolment are the result of such limited attention paid to the provision of a quality ODL product.239 4.7.4 Quality Assurance Many African countries lack policies to guide development and implementation of ODL programmes at national and institutional level. More than two thirds of all African countries have no agencies or other bodies that deal with QA, and, even where such organizations exist, they are unlikely to have developed any QA frameworks or guidelines for ODL as their original mandate would usually have pertained to conventional training. There is little documented evidence of systems or processes being put in place for ensuring quality in the design of curricula. Such is the paucity of suitable QA policy bodies and frameworks and the challenge of unregulated private providers and exploitative practices flourishing that, in the context of increasing cross-border higher education, that there has been a growing sense of need to initiate regional and continental harmonization and QA processes. Institutions tend to use the same kinds of academic verification processes as those used by traditional contact-based institutions use. It has also been Whilst regional bodies are at argued that maintaining the quality of ODL is especially different stages in developing and difficult for the dual-mode universities, because lecturers implementing QA guidelines, it is tend to put more effort into teaching resident students important to note that no regional than into tutoring students at a distance.240 frameworks make specific provision for QA of ODL. The work of the Whilst there have been some efforts to promote QA in National Association of Distance and higher education, the extent to which continental and Open Education Organizations of regional QA processes explicitly consider QA for ODL South Africa or NADEOSA appears limited. Whilst regional bodies are at different (http://www.nadeosa.org.za) may stages in developing and implementing QA guidelines, it is provide the best example of important to note that no regional frameworks make country-level QA activity by an specific provision for QA of ODL. The work of the National association. Association of Distance and Open Education Organizations 238 of South Africa or NADEOSA Barasa, F.S. (no date). Promoting Open and Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 239 Thutoetsile, T. (2005). Report of the Southern African Regional Distance Education Centre: Situational Assessment of ODL Institutions. SADC-CDE. Retrieved September 19, 2008, from www.sardec.org.bw/reports.htm. 240 Daniel, J., Kanwar, A. and Uvalić-Trumbić, S. (2009) Breaking higher education’s iron triangle: Access, cost and quality. Change: the Magazine of Higher Learning, March/April. Retrieved from www.col.org/resources/speeches/2009presentation/Pages/2009-MarAprEdition.aspx. 78 (http://www.nadeosa.org.za) may provide the best example of country-level QA activity by an association. NADEOSA, which plays an important role in developing awareness of quality in the South African distance education community, has coordinated the development of a framework for Quality Criteria for Distance Education. Whilst these findings may currently paint a bleak picture for QA for ODL, the reported 40 percent growth in establishment of national QA agencies in the last five years and growing interest in QA at the institutional level will help to advance effective QA agendas.241 A key development recently here, though, has been the launch of an ODL Quality Assurance and Accreditation Agency (QAAA) by the ACDE, which is being implemented under a Memorandum of Understanding with the African Union as part of the Second Decade of Education Plan. The rationale of the QAAA is to ‘ensure that Open and Distance Learning institutions in Africa engage in acceptable quality assurance practices through consultation, partnership and collaboration in distance education’.242 Its key functions are: • • • • • • • • • To develop the ACDE-QAAA code of practices, policies and standards, and establish criteria for the operation and conduct of ODL in Africa. To promote the establishment, consolidation, co-ordination and enhancement of institutional, national, regional and continental quality assurance systems for African ODL. To build capacity of higher ODL institutions in quality development and management for African ODL. To undertake institutional, national, regional and continental quality assurance audits. To promote ethical practices and business standards in the provision of ODL. To provide accreditation to institutions and programmes that meet the established standards, and strive to encourage others to seek accreditation. To conduct and promote research for the advancement of quality in distance education and open learning in Africa. To promote collaboration and partnerships with other international distance learning accreditation agencies to improve quality management and practice in distance education in Africa. To develop systems and procedures through which learners can transfer credits across African ODL higher institutions.243 While it the Agency is very recently established, it has potential to make a significant contribution to quality improvement in ODL on the continent. Nevertheless, there is still a great deal of work to be done, as there are significant variations in policies and procedures for QA for ODL and still limited evidence of successful initiatives. 4.7.5 Policy Status at Regional Level Several African countries still lack policies needed to guide the development and implementation of ODL programmes at national and institutional levels. At the regional level, and some national levels, distance education practices remain uncoordinated because concrete steps have yet to be taken towards the development regional policies on ODL.244 This absence of policy has a detrimental effect on the regulation of ODL. Barasa, for example, has noted that one of the intriguing findings encountered when critically examining Africa-focused literature on aspects of ODL regulation, is the 241 Hoosen, S., and Butcher, N. (2010). Quality Assurance for distance Education in Sub-Saharan Africa. In Jung, I., and Latchem, C.(eds). Quality Assurance and Accreditation in Distance Education and e-Learning Models, Policies and Research. Routeledge: New York. 242 African Council for Distance Education Quality Assurance and Accreditation Agency. Objectives. Retrieved from http://www.nou.edu.ng/noun/acde-qaaa/objective.html 243 ibid. 244 Braimoh, D. and Lekoko, R. (2005) ‘The Need for Policy Framework in Maintaining Quality in Open and Distance Education Programmes in Southern Africa’. Turkish Online Journal of Distance Education-TOJDE, Vol. 6 No. 4. 79 dearth of information on conceptual underpinnings of quality assurance generally and ODL regulation specifically. He argues that regulation should include external quality assurance as well as a focus on national or regional ICT policies that indirectly impact ODL.245 Consequently, despite some notable exceptions, a general dearth of regional models and criteria has meant that many institutions and individuals work on their curriculum design processes largely in isolation. While the value of a teamwork approach to the development of materials is increasingly being recognized, the evidence suggests that this is still not the norm in many African institutions. The reasons given for not taking a teamwork approach in developing print-based and multi-media packages includes the costs involved, as well as the obstacle of tight deadlines within a typically crowded schedule.246 4.7.6 Lack of ODL capacity In many African countries, there is a dire shortage of qualified staff required for guiding and influencing the development of ODL policies and for planning, developing, managing, and evaluating ODL programmes.247 Institutions battle to recruit skilled and experienced ODL specialists, which compounds the risk of materials and processes being subjected to a traditional contact-based quality assurance process, rather than QA processes relating to the needs of ODL.248 It is likely that faculty members are selected on the basis of their subject matter expertise and not their ability to teach or design materials, more likely having attended a traditional contact-based education, with limited experience of online learning or online teaching. Indeed, few training opportunities exist for staff and specialized ODL training centres exist in only a few countries. 4.7.7 Tackling Access In a bid to broaden access to higher education, many ODL institutions in Africa have established regional learning centres in geographically dispersed areas and offer e-learning programmes through such centres. But this model of provision and expansion has tended to locate such regional learning centres mainly in urban centres, where the majority of residents are already relatively advantaged. Rural areas are often left out, and this for plausible, but not sufficient reason. As Barasa argues, While this is reasonable, it tends to indirectly widen and perpetuate inequality, hinders innovation and creativity and relegates ODL institutions to being active consumers of technology and beneficiaries of existing infrastructure, rather than active creators, innovators, and designers of context specific ODL teaching and learning environments.249 Adding to the above-mentioned challenges, Braimoh and Osiki(2008) note that the ability to use to its full capacity the enormous value of e-learning and associated resources in ODL across subSaharan a is challenged by the following: • An unstable power supply; 245 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 246 African Development Bank Group. (2005). SADC Project Identification Report: Southern African Development Community (SADC) Open and Distance Learning Capacity-Building Project. African Development Bank Group Draft July 2005. 247 Call for proposals - International Review of Research in Open and Distance Learning Trends and Issues in Open and Distance Learning in Africa. Co-edited by Dr. Rashid Aderinoye and Dr. Richard Siaciwena 248 Rumajogee, A. (2002). Distance Education and Open Learning in sub-Saharan Africa: A Literature Survey on Policy and Practise. Adeanet. Retrieved 22 September 22 2008, from http://www.adeanet.org/publications/docs/open%20learning%201.pdf. 249 Barasa, F.S. (no date). Promoting Open And Distance Learning In Africa: A Critical Reflection On Rhetoric, Real And Ideal. Retrieved from http://events.aau.org/userfiles/file/corevip11/papers/fred_barasa_Promoting_ODL.pdf 80 • • • • • • • • • Some ODL institutions’ drive to accumulate wealth; Drive to commercialize education to the detriment of educational quality; High cost of ODL coupled with learners’ poor socio-economic situation leading to a reluctance to invest in the technical facilities needed for learning; Learners’ technological illiteracy, when they need to use modern technology for learning; The rural location of many learners, who therefore have restricted access to the modern communication facilities needed for learning; Some lecturers and site tutors being party to fraud, bribery and corruption; Foreign institutions’ neo-imperialism leading to cultural dilution and value distortion; Inadequate counselling and mentoring of learners; Inadequate provision of learner support.250 Thus, while ICT has created a revolution in ODL, offering new and more flexible learning opportunities, there continue to be significant challenges, especially regarding the quality of education and limited resources. And although many countries have policies and strategies for implementing ODL, it has yet to realize its full potential. 250 Braimoh, D., & Osiki, J. (2008). The Impact of Technology on Accessibility and Pedagogy: The Right to Education in SubSaharan Africa. Asian Journal of Distance Education, 6(1), 53-62. Retrieved from http://www.asianjde.org/2008v6.1.Braimoh.pdf 81 5 Open Educational Resources (OER) and Higher Education 5.1 Open Licences Open Educational Resources (OER) have gained significant currency around the world and become the subject of heightened interest in policy-making and institutional circles, as many people and institutions explore the concept and its potential to contribute to improved delivery of higher education around the world. There are various licensing frameworks for OER use, some of which simply allow copying, others which make provision for users to adapt the resources that they use. The most commonly used licenses are the Creative Commons (CC) licences. Creative Commons is a non-profit organization dedicated to increasing the range of creative works (cultural, educational and scientific) available to the public for free, to share and build upon legally. They have developed a set of user-friendly licenses which would enable creators to share their work under certain conditions. These licenses allow creators to communicate which rights they reserve, and which rights they waive for the benefit of recipients or other creators. The licenses help creators keep their copyright while allowing certain uses of their work - a ‘some rights reserved’ copyright. CC licenses gives creators the ability to dictate how others may exercise their (creators) copyright rights - such as the right of others to copy their work, make derivative works or adaptations of their work, to distribute their work and/or make money from their work. Creative Commons also permits creators the ability to have a ‘no rights reserved’ alternative to copyright. Creative Commons licences fall into different licence categories according to the following conditions: Licence Category Attribution (by): Symbol Noncommercial: No Derivative works Share alike Explanation Allows others to copy, distribute, display, and perform your work - and derivative works based upon it - but only if they give you credit in a manner you specify. Allows others to copy, distribute, display, and perform your work - and derivative works based upon it - but the work cannot be used for commercial purposes. Allows others to copy, distribute, display, and perform only verbatim or unmodified copies of your work, not derivative works based upon it. Allows others to distribute derivative works only under a license identical to the license that governs your original work. Whilst the original Creative Commons licenses were written under the U.S. legal system, licenses for jurisdictions outside of the US fall under Creative Commons International, this body has started to port the various licenses to accommodate local copyright and private law. 5.2 The Power of OER The sharing of resources as OER is guided by many principles, key amongst which are the right to education by all, and making information and knowledge more accessible and useable for the good 82 of the public who want to consume this knowledge. The transformative power of the concept for education revolves around three linked possibilities: • Because OER removes restrictions around copying resources, they hold potential for reducing the cost of accessing educational materials. In many systems, royalty payments for text books and other educational materials constitute a significant proportion of the overall cost, while processes of procuring permission to use copyrighted material can also be very time-consuming and expensive (although some commentators have tended to overestimate the extent to which content is a cost driver in education by assuming that free content is almost synonymous with free education). • The principle of allowing adaptation of materials provides one mechanism amongst many for constructing roles for learners as active participants in educational processes, who learn best by doing and creating, not by passively reading and absorbing. Content licences that encourage activity and creation by learners through re-use and adaptation of that content can make a significant contribution to creating more effective learning environments. • OER have potential to build capacity by providing educators access, at low or no cost, to the means of production to develop their competence in producing educational materials and completing the necessary instructional design to integrate such materials into high quality programmes of learning. Many educational systems are foundering because their employees have become so overwhelmed by administrative tasks that they have lost the time and space to exercise this critical creative capacity, and it will take time and investment to rebuild it. The concept of OER has potential to facilitate this if the process of developing educational materials is seen as being just as important as – maybe more important than – the final product.251 However, it should be noted that content is only one aspect of education. The effective use of educational content also requires good educators to facilitate the process. Importantly, OER provides an opportunity to engage higher education faculties and academics in structured processes that build capacity to design and deliver high quality higher education programmes without increasing cost. OER provide opportunities for pedagogical support in the form of student and practitioner course access. Practitioners can update their course material and share it with others who can update it and build on what they have produced. Without this growing institutional capacity, OER will not be able to fulfil its transformative potential. 5.3 Use of OER Educational resources that are shared, reviewed, and developed within a community of practice are likely to be of a higher quality than those developed solely by individuals working in isolation. Further, development of these materials for reuse is likely to enhance their quality, as well as develop the capacity of those who engage in the development of the material. The quality of materials made available to students, can be enhanced through adaptation and localisation of the available open source materials. In this regard, OER have a major advantage over imported textbooks that do not consider local context in their presentation of information. The short-term costs of sourcing and adapting OER may be high, but there are reduced content costs from open resources that can widen access to higher education. Use of OER will reduce textbook costs as well as costs of other proprietary materials that are borne by students. For example, internationally, there are growing trends such as textbook publishers producing content simultaneously in multiple formats such as audio recordings and e-books, allowing for purchase by chapter, print-on-demand, and traditional print. Increasing numbers of periodicals are making their 251 Butcher, N. (2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 83 databases easier to access and there has been a tremendous growth in Web 2.0 user-created content. Increasingly, higher education institutions campus libraries are playing an important role in the acquisition and distribution of institutionally licensed web based digital material. Where institutions cannot invest heavily in content development, they can still get access to high quality materials by using what is available through open access. Indeed, perhaps one of the most promising developments relevant to research is the growth of Open Access Journals. Examples of these include the Directory of Open Access Journals (DOAJ) (http://www.doaj.org/), which lists all open access scientific and scholarly journals that use a quality control system to guarantee the quality of content, and BioMedCentral (http://www.biomedcentral.com/), a publisher of 220 peerreviewed open access journals. Open access publication encourages findings to be verified, enhanced, and/or critiqued and, therefore, the further development of understandings and knowledge. Research opportunities are promoted in the OER movement, and some of this research focuses on the role and forms of educational technologies used in higher education. . Institutions can brand themselves through availing its resources for use and adaptability by others and contributing to research. A study found out that 35% of new students at MIT knew about their open courseware and this had influenced their decision to study with the institution.252 Whilst the presence of such resources allows African academics access to articles at no cost, this does require access to the Internet. There are several OER initiatives focused on higher education in Africa, which seek to harness these possibilities. Below is a selection of some good examples of best practice in OER. The Teacher Education in Sub-Saharan Africa (TESSA) initiative (http://www.tessafrica.net) is a research and development initiative creating OER and course design guidance for teachers and teacher educators working in Sub-Saharan African countries. The TESSA initiative aims to achieve the MDGs and Education for All (EFA) goals and ensure that by the year 2015, every African child should have access to Primary education. In order to achieve these stated goals, Sub-Saharan African countries need four million trained teachers which cannot be achieved with the present conventional ways of teacher training. The TESSA initiative therefore stands on three pillars: • Affordability and accessibility of ICT; • OER philosophy which allows materials to be put the net and accessible to all for free; • Research studies in cognitive science which gives current information on how learning takes place. Since its inception in 2005, the TESSA consortium of 18 institutions has worked collaboratively to design and build a multi-lingual OER bank to support school-based teacher education and training. These materials are modular in format and focus on classroom practice in the key areas of literacy, numeracy, science, social studies and the arts and life skills. Each of the 75 study units are designed to directly improve teacher classroom practice and contain a series of activities for teachers to carry out with their pupils. Each study unit has been adapted and versioned to the nine country contexts of participating TESSA institutions, including translation to Arabic, English, French, and Kiswahili. The design of the TESSA web environment is organized to enable each country/institution to have their own web presence, and because of the current challenges in connectivity and access the study units are provided in a range of formats. In addition, members of the TESSA community are encouraged to 252 Joshua, K. (2009). ‘Capturing Lectures: No Brainer or Sticky Wicket?’ Research Bulletin, Issue 24, 2009. EDUCAUSE Center for Applied Research, Boulder, CO. www.educause.edu/Resources/CapturingLecturesNoBrainerorSt/192206 84 explore, share, adapt and add their own resources for teacher education. The website also includes a forum platform for discussion.253 One of the institutions belonging to the consortium, University of Fort Hare (UFH) in South Africa, has noted the positive benefits of participation in the TESSA consortium: Participation in the TESSA consortium, including involvement in the development and integration of TESSA OERs, has afforded UFH academics and students (both pre-service and in-service) and relevant external stakeholders, such as the DoE, access to communities of practice within the institution, across institutions, and across countries and generated a new discourse of finding, adapting, and sharing educational resources. 254 The work of TESSA offers a considerable contribution towards overcoming the problem of scarce resources in teacher education. SAIDE established the OER Africa initiative (http://www.oerafrica.org), which focuses on supporting and developing OER in a number of thematic areas. These include: • Agriculture OER, an online space where a comprehensive set of resources suitable for African higher education can be sourced and shared.255 • The African Health OER Network, focused on health resources developed by African higher education institutions, and also featuring a comprehensive repository of resources from reputable health education institutions and networks, for example MedEdPORTAL.256 The Health OER Inter- Institutional Project (http://www.oerafrica.org/healthproject/) is a collaboration of institutions seeking to develop a sustainable and scalable model for the systematic rollout of OER to support health education on the continent. This collaborative effort was embarked on by University of Michigan, OER Africa, Kwame Nkrumah University of Science and Technology (KNUST), the University of Ghana (UG), the University of Cape Town (UCT), and the University of the Western Cape (UWC). The OER materials produced in this initiative are made freely available to students, faculty, and self-learners around the world through a Creative Commons licence. 257 • Foundation OER, an online space featuring resources meant to assist students with their academic and social integration in higher education.258 • Teacher education, an online space with resources that can be used to plan and deliver teacher education programmes. OER Africa is involved in numerous projects supporting the adoption of OER in higher education institutions across Africa, for example, the Saide ACEMaths project, which piloted a collaborative process for the selection, adaptation, and use of OER materials on the teaching and learning of mathematics for teacher education.259 The website not only allows access to African-developed resources, but also allows users to follow a documented process of how the materials were created. 253 Thakrar, J., Zinn, D., and Wolfendon, F. (2009). Harnessing Open Educational Resources to the Challenges of Teacher Education in Sub-Saharan Africa. The International Review of Research in Open and Distance Learning. (Vol 10, no.4). Retrieved from: http://www.irrodl.org/index.php/irrodl/article/view/705/1319 254 Thakrar, J., Zinn, D., and Wolfendon, F. (2009). Harnessing Open Educational Resources to the Challenges of Teacher Education in Sub-Saharan Africa. The International Review of Research in Open and Distance Learning. (Vol 10, no.4). Retrieved from: http://www.irrodl.org/index.php/irrodl/article/view/705/1319 255 OER Africa. (no date). Agriculture OER. Retrieved from http://www.oerafrica.org/agricultureoer/AgricultureOER/tabid/1466/Default.aspx 256 African Health OER Network. Retrieved from http://www.oerafrica.org/healthoer/Home/tabid/1858/Default.aspx 257257 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union.Annex 4 258 OER Africa. (no date). Foundation OER. Retrieved from http://www.oerafrica.org/foundation/FoundationOERHome/tabid/853/Default.aspx 259 OER Africa. (no date). Teacher Education. Retrieved from http://www.oerafrica.org/teachered/TeacherEducationHome/tabid/933/Default.aspx 85 The IADP-SADC Digital Resources project (http://www.oerafrica.org/malawi) looks to extend the International Association for Digital Publications (IADP) ‘Affordable Access’ project running in South African higher education institutions into universities in Malawi and Botswana. It has two main thrusts: first, to provide discounted digital texts to staff and students accessed from digital reading rooms as well as private laptops, and second, to promote the creation, adaptation and remixing of OER into texts to support the student body by providing cheap quality texts. The University of Cape Town’s OpenContent (http://opencontent.uct.ac.za) directory is the web portal for accessing open teaching and learning content from UCT. Produced by the Open Educational Resources project in the Centre for Educational Technology at UCT with the support of the Shuttleworth Foundation, the directory aims to showcase the teaching efforts of UCT academics and encourage the publication of open resources. In Uganda, the ELATE programme was initiated in May 2007 as a professional development initiative to enhance secondary teacher training in Uganda. Materials found on the ELATE website have been prepared for Senior years 1-4, which lead up to the Uganda National Examinations Board O-level. All materials are grouped by topic, but materials do not require the use of computers by students. All topics include a Teacher’s guide and Student activities in easily downloadable format. As another example, the University of Malawi (UNIMA) embarked on an OER project at the Bunda College of Agriculture (BCA) to develop a textbook on Communication Skills. In this project staff of BCA’s Language and Communication for Development Department intended to use OER to address specific problems: • While the Communication Skills course was a core one for all first year students, they did not have access to all of the textbooks used by the staff. This was due to there being no set textbook for the course syllabus. In addition, lecturers tended to use more than one text to teach the syllabus, and students generally did not have access to all of these titles. • Students could not always access the ‘recommended reading’ textbooks that accompany the syllabus outline, as the library did not have, or had an insufficient number of, these texts. BCA staff therefore decided to create a paper textbook from freely available OER that would cover at least 75% of the first semester course content and would be easily replicable for up to 200 students and staff per annum. A series of writing workshops facilitated by OER Africa/International Association for Digital Publications (IADP) assisted BCA staff to source, analyse, and adapt a variety of existing OER to help craft the textbook. The workshops also intended to act as a model for expansion into other departments in the college facing similar needs. The team members wrote new materials but also used and adapted material from all around the English speaking world to suit the specific needs of this course.260 The project resulted in the compilation of a first year communication skills textbook.261 Second, at KNUST located in Kumasi, Ghana, the College of Health Sciences (CHS) launched an OER initiative, supporting the production and use of OER. Its OER project (http://web.knust.edu.gh/oer), funded by the Hewlett Foundation, began in 2008 as a collaboration between KNUST, University of Ghana, University of Michigan, University of Cape Town, University of Western Cape, and OER Africa. KNUST’s CHS identified three strategic priorities for health education, which are the basis for their OER activities. 260 Moore, A and Preston, D. (2010). The Use of Open Education Resources at the University of Malawi (UNIMA). Retrieved from: http://www.oerafrica.org/ResourceResults/tabid/1562/mctl/Details/id/38573/Default.aspx 261 The textbook can be retrieved at: http://www.oerafrica.org/foundation/FoundationOERHome/BundaCollegeofAgriculture/tabid/878/Default.aspx 86 • • • To develop contextually relevant textbooks as many medical textbooks and publications originate in Western countries and therefore use photographs and examples that are not always suitable for the Ghanaian context. To increase student engagement with the local curriculum as growing class sizes limit the inperson interaction between lecturers and their students. In order to supplement the limited time they have with students for classroom and clinical training, several CHS faculty were interested in creating interactive, self-guided learning materials that students can work through on their own and in their own time. To strengthen the core curriculum as the limited contact time and faculty availability makes it difficult to cover all the necessary topics within the confines of the classroom and with locally developed resources. OER was viewed as an alternative method for delivering difficult topics to students. One of the greatest accomplishments of the KNUST OER team is that it has successfully passed a new policy in support of OER. In addition, it has trained faculty and other staff in OER policy and production, content development, and open licensing, and fostered the creation of a dozen comprehensive, interactive OER modules. KNUST distributes OER electronically, either online or via CD-ROM, which enables the students to access the materials on a computer at their convenience. To date, CHS has completed twelve OER modules which include learning objectives, animations, laboratory demonstrations, surgery videos, case studies, and self-assessment quizzes.262 An additional 18 modules are currently in development, with another 17 proposed by the end of 2011. Furthermore, KNUST has purchased video cameras, drawing pads, laptops and software licences to enable multimedia production for OER and have developed their own OER production process. The project has seen many other positive results, for example, there is an increased awareness and support for OER with many of the early participants in OER at CHS having now become advocates for OER, and those who have created OER are keen to produce additional modules.263 Yet another notable initiative is based at the AVU, which runs an ICT‐integrated Teacher Education Programme for Math and Sciences. The focus of this project is to increase the quantity and quality of Mathematics, Science, and ICT teachers through the use of ICT. The programme is contributing to attain the Millennium Development Goals. It is funded by the African Development Bank (AfDB) and partly by the UNDP and is being implemented in Ethiopia, Kenya, Madagascar, Mozambique, Senegal, Somalia, Tanzania, Uganda, Zambia, and Zimbabwe. The objective of this project is to: • Improve the quality of teaching and learning in schools through use of ICT; • Increase the number of Mathematics, Science, and ICT basic skills teachers; • Develop and promote research in teacher education to inform future curriculum reform; and • Establish and strengthen relevant partnerships with other teacher education initiatives in Africa.264 The materials development process was regarded as the most complex aspect of the project involving: • The training of the authors to write for open distance learning • Use of a standard template for all the modules • Drafting of the modules • Involvement of consultants to support authors 262 These resources can be found on the KNUST OER site (http://web.knust.edu.gh/oer) as well as on the African Health OER Network space on the OER Africa website (www.oerafrica.org/healthoer). 263 Ludewig-Omollo, K. (2011). Growing an Institutional Health OER Initiative: A Case Study of the Kwame Nkrumah University of Science and Technology. Retrieved from http://www.oerafrica.org/FTPFolder/Website%20Materials/Health/case_studies/2011.05%20Knust_Low_Res.pdf 264 The AVU OER Strategy. Retrieved from http://oer.avu.org/about 87 • • • Peer review of the modules Participation of instructional designers, editors and graphic Designers Involvement of a Materials Development Coordinator to oversee and coordinate the entire process • Involvement of an academic advisor.265 Through the programme, the AVU has completed the development of four full Bachelors of Education in Mathematics, Physics, Chemistry and Biology, as well as modules for ICT basic skills and Integration of ICT in Education. The programmes were developed using a collaborative approach. A total of 12 universities, 146 authors and peer reviewers from 10 countries in Anglophone, Francophone and Lusophone countries were fully involved in the process. The AVU has developed 73 modules in French, English, and Portuguese (making it a total of 219) as follows: 46 Math and Sciences, four ICT Basic Skills, 19 Teacher Education professional courses and four related to the integration of ICT in Education and integration in respective subject areas This project is regarded as a success story for OER in Africa as these materials were prepared by African Academics. 266 In line with the AVU Business Plan 2009-2014, the AVU started developing an OER Repository in the first quarter of 2010. OER@AVU serves as a platform where the 73 modules are published (http://oer.avu.org). The AVU’s intent is to assemble the various relevant OER initiatives under one single OER Architecture aimed at facilitating and expanding the use of OER in African tertiary education and training institutions. Their OER portal contains resources developed together with the twelve universities in ten African countries. Through the portal, AVU enables academics throughout Africa and beyond to share, distribute, and disseminate their resources globally and thus contribute towards Africa’s economic development through education. The African Virtual University’s (AVU) Open Education Resources repository, OER@AVU, is an opportunity for African educators to share open educational resources with each other, and the world. High quality resources can serve to inspire teachers, be directly used by students, and be improved upon, or localized by others. The AVU has seeded the repository with 219 high-quality modules, written by educators from many countries in Africa, but the repository depends on your contributions and participation.267 The objectives of the AVU OER Repository are to: • Enhance the use of the modules developed, consequently increasing the impact of the project beyond its implementation life; • Facilitate accessing, using, adapting, and sharing of AVU Open Education Resources; • Contribute to dissemination of African tertiary educational content in the World Wide Web and provide links to other tertiary educational content on the web; and • Build synergies between the AVU OER portal and other OER bodies such as OCW, MIT-LINC, and MERLOT.268 The repository seeks to provide resources of the highest quality. Contributions are peer-reviewed, but users are also encouraged to provide feedback on modules that they access. Currently, the repository accepts material in English, French, and Portuguese, and users are encouraged to translate the material into other languages.269 265 Diallo, B. (2011). Experience of the AVU in Developing OERs in Math and Science Teacher Education Collabboratively with 12 African Universities and 10 African Countries. DETA Conference: Maputo August 4th - 2011 266 The AVU OER Strategy. Retrieved from http://oer.avu.org/about 267 African Virtual University (2011). The African Virtual University’s Open Education Resources (OER) Policy. Retrieved from: http://oer.avu.org/bitstream/handle/123456789/265/AVU%20OER%20policy%20final.pdf?sequence=1 268 The AVU OER Strategy. Retrieved from http://oer.avu.org/about 269 African Virtual University (2011). The African Virtual University’s Open Education Resources (OER) Policy. Retrieved from: http://oer.avu.org/bitstream/handle/123456789/265/AVU%20OER%20policy%20final.pdf?sequence=1 88 5.4 OER policies Institutions harnessing OER usually need to review several policies in order to ensure the effectiveness and sustainability of OER. Several policy issues are usually considered when examining commitment to OER development and use at higher education institutions. There are at least four main policy issues: 5. Provision in policy of clarity on Intellectual Property Rights (IPR) and copyright on works created during the course of employment (or study) and how these may be shared with and used by others. 6. Human resource policy guidelines regarding whether or not the creation of certain kinds of work (e.g. learning resources) constitutes part of the job description for staff and what the implications are for development, performance management, remuneration, and promotion purposes. 7. ICT policy guidelines regarding access to and use of appropriate software, hardware, the Internet and technical support, as well as provision for version control and back-up of any storage systems for an institution’s educational resources. 8. Materials development and quality assurance policy guidelines to ensure appropriate selection, development, quality assurance, and copyright clearance of works that may be shared. 270 Institutional OER policies usually include a focus on IPR and copyright issues. IPR is a broad term involving issues of copyright, trademarks, patents and other claims for ‘ownership of a resource. Copyright is a form of IPR which provides that people cannot reproduce, copy, or transmit copyright material to the public without the permission of the copyright owner. In the higher education setting, such policies typically focus on issues regarding works created during the course of employment and how these may be shared with and used by others. These policies may outline the respective rights of the institution, its employees, sub-contractors, and students regarding intellectual capital. They may also indicate whether or not research and educational products will be treated any differently by the institution .There are also human resource policy guidelines regarding whether or not the creation of certain kinds of work (for example, learning resources) constitutes part of the job description for staff and what the implications are for development, performance management, remuneration, and promotion purposes. This also typically involves a reward system for creating or adapting OER, such as acknowledging time spent creating OER. OER is also affected by ICT policy guidelines regarding access to and use of appropriate software, hardware, the Internet, and technical support, as well as provision for version control and back-up of any storage systems for an institution’s educational resources. Additionally, it may be necessary to review materials development and quality assurance policy guidelines to ensure appropriate selection, development, quality assurance, and copyright clearance of works that may be shared. 271 The presence of OER policies at higher education institutions can accelerate the adoption and creation of OER and assist in ensuring the sustainability of OER. However, despite the growth of OER at institutions worldwide, this has not necessarily yet led to the development of specific policies that address or support development, sharing, adaptation, and use of OER. Nevertheless, a few African institutions that have embarked on OER initiatives have taken several steps to develop OER amenable policies. For example, the University of Cape Town recently updated its Intellectual Property (IP) policy so that it now specifically covers issues relating to the creation and licensing of OER. Section 9.2 of the policy provides support for publication of materials under Creative Commons licences: 270 Butcher, N.(2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 271 Butcher, N. (2011). A Basic Guide to Open Educational Resources (OER). UNESCO and Commonwealth of Learning. Retrieved from http://www.col.org/resources/publications/Pages/detail.aspx?PID=357 89 UCT supports the publication of materials under Creative Commons licences to promote the sharing of knowledge and the creation of Open Education Resources. UCT undertakes certain research projects that seek to publish the research output in terms of a Creative Commons licence. • 9.2.1 Author(s) of Copyright protected materials that are listed in clauses 8.2 272 and 8.3273 is free to distribute their material under a Creative Commons licence. • 9.2.2 Author(s) of Copyright materials that are listed in clause 8.1 274 should seek permission from RCIPS, who on behalf of UCT, may grant permission for the material to be distributed under a Creative Commons licence (University of Cape Town, 2011, pp.1516). 275 The policy notes the adoption of open licences as a default for research and teaching related to software development at the university. It also highlights that an IP Advisory Committee is to be established to manage processes relating to IP for UCT. The policy further includes IP related to the creation and licensing of films as a teaching learning medium/tool.276 The University of Ghana and KNUST have both embarked on creating relevant policies. These two Ghanaian institutions were introduced to OER through a grant-funded Health OER project, which began with the Colleges of Health Sciences in the two universities producing a significant number of e-learning materials as health OER. However, they soon faced challenges such as faculty time commitments, technological and infrastructural constraints, shortage of technical expertise, lack of awareness beyond the early adopters and a non-existent system for OER dissemination and use. These challenges revealed the need for institutional policy and integration to ensure effective implementation and sustainability of OER efforts.277 272 UCT automatically assigns to the author(s) the copyright, unless UCT has assigned ownership to a third party in terms of a research contract, in: • Scholarly and literary publications • Paintings, sculptures, drawings, graphics and photographs produced as an art form • Recordings of musical performances and musical compositions • Course materials, with the provision that UCT retains a perpetual, royalty-free, nonexclusive licence to use, copy and adapt such materials within UCT for the purposes of teaching and or research • Film. 273 UCT assigns the copyright in a Student’s thesis, to the Student author (or in the case of a work of art that is submitted for examination purposes to the IP Creator of the work of art), subject to UCT retaining a royalty-free right to publish a thesis in any form. Whilst the Student has the right to enter into agreements with the publishers who may wish to publish the thesis in whole or in part, the Student shall ensure that UCT’s rights are acknowledged by the third party and maintained and shall with the consent of their supervisor(s) ensure that such publication is not in conflict with any past, or planned future, assignment of rights to another publisher, e.g. of a journal article, or other literary publication. 274 8.1 UCT holds copyright in: • Banks of multiple choice test and examination questions • Syllabuses and curricula • Computer software developed at, or commissioned by UCT to support academic or research administrative processes or the general operational management of UCT • All UCT produced publications (e.g. but not limited to The Monday Paper, Varsity, Research Report, etc.) including electronic media and content on the UCT websites • Photographs and digital images taken by Employees for UCT media or publicity or specifically commissioned by UCT • Specifically commissioned works and course materials that fall outside the scope of normal academic work • Computer Software developed as part of a research project, unless assigned by research agreement to another party. 275 University of Cape Town (2011). University of Cape Town Intellectual Property Policy. Retrieved from http://www.uct.ac.za/downloads/uct.ac.za/about/policies/intellect_property.pdf, pp/15-16/ 276 University of Cape Town (2011). University of Cape Town Intellectual Property Policy. Retrievedfrom http://www.uct.ac.za/downloads/uct.ac.za/about/policies/intellect_property.pdf 277 Tagoe, N; Donkor, P; Adanu, R. et al. (2010). Beyond the first steps: Sustaining Health OER Initiatives in Ghana. In Open Ed 2010 Proceedings Barcelona: UOC, OU, BYU. Retrieved from http://openaccess.uoc.edu/webapps/o2/bitstream/10609/4849/6/Tagoe.pdf 90 At the University of Ghana, the College of Health Sciences (CHS) initiated a process to update its academic recognition policies to support OER. This review started around the same time that the institution was undergoing a cyclical revision of its statutes, which is conducted every three years. The committee responsible for policy development, comprising academics and librarians reviewed existing university policies and drafted a new OER policy - ‘Draft Policy for the Development and Use of Open Educational Resources for University of Ghana’. The draft policy is divided into eight sections: infrastructure, availability and accessibility of materials, Internet access, organizational structure, quality assurance, copyright, reward system for OER production, and time protection.278 Whilst the draft policy reaffirms the university’s copyright to materials produced by faculty and staff, it establishes the Creative Commons Attribution (CC BY) licence as the default licence for all OER, and gives authoring faculty the right to select their preferred Creative Commons licence. It also proposes the creation of a production unit for OER staffed by technology professionals, and a server to host the completed OER. Lastly, it suggests that OER be reviewed by contributing departments prior to publication, that faculty get time earmarked for creating OER, and that authoring faculty receive academic recognition for their OER.279. At the time of writing, the policy was still in draft form waiting to go through the approval of various university boards at different levels of the university administration (such as the Academic Board and University Planning Committee).280 KNUST recognized that, if it were to grow a successful OER initiative beyond its College of Health Sciences, an OER policy would be needed to ensure the growth and sustainability of OER across the university. In addition, to the challenges mentioned above such as lack of administrative, technical and infrastructural support for faculty, wider institutional awareness, interest and support were lacking due to the project being based in the College of Health Sciences. It therefore became apparent that an OER policy was needed to ensure the growth and sustainability of OER at the university.281 During the early stages, a workshop was held for the relevant administrative heads at KNUST to introduce the concept. Additionally, a review of the current institutional policies identified the need for an appropriate policy framework for OER. A committee was set up in 2009 to draft a policy on OER which was approved by the KNUST Academic Board in 2010 and published online in 2011. The purpose of the policy is to: • • • • • Guide the development and review of OER materials prior to sharing them on a worldwide scale Clarify publication rights and licensing issues Outline policies regarding the use of required infrastructure (information technology, library, etc.) and other support services Identify human and other resources to support faculty in developing OER for teaching and learning Define collaborations within and without the university and the intent to allow access (Kwame Nkrumah University Of Science And Technology, 2011). 278 University of Michigan and OER Africa. (2009). Health OER Inter-Institutional Project - Formative Evaluation of Health OER Design Phase 279 Ludewig Omollo, K (2011b). Growing an Institutional Health OER Initiative: A Case Study of the University of Ghana. Retrieved from: http://www.oerafrica.org/FTPFolder/Website%20Materials/Health/case_studies/2011.05.11%20UG_Low_Res.pdf 280 University of Michigan and OER Africa. (2011). 2010-2011 African Health OER Network – Phase 2 Evaluation: Consolidation and Sustainability. 281 Donkor, P. (2011). Experience with OER at Kwame Nkrumah University. Retrieved from: http://etransformafrica.org/blog/experience-open-educational-resources-oer-kwame-nkrumah-university 91 The KNUST OER policy seeks to cover issues regarding copyright and licensing, human resource and budgetary allocation, infrastructure, collaborations, technical support, systems for production (authoring), delivery (sharing), review process and quality assurance, access, potential liability, motivation and academic rewards. For example, the policy states KNUST’s adoption of the Creative Commons licenses. The policy also addresses some of the challenges mentioned above and paves the way for the institution-wide adoption of the OER initiative.282 The new policy formalized the role of the OER coordinator, as well as the technical support role of the Department of Communication Design (DCD). The university maintains copyright ownership for OER and other instructional materials developed. Faculty members may, however, select the Creative Commons licence they prefer. Most notably, the policy established a reward structure for OER production: it proposed that faculty receive the same credit for OER modules as for peer-reviewed publications and that the university allocate time for faculty to devote to creating OER. Although the policy has been approved, the policy committee questioned whether there were adequate internal funds to support the part-time staff members who assist in media production. The committee recommended that the university continue to seek external funding for this, and also encouraged departments within CHS to earmark some funds for OER in their budgets.283 One of the remarkable outcomes of KNUST’s involvement in OER has been the influence it has had at a national level. KNUST, in partnership with the AAU and KNUST, in partnership with the AAU with funding from Electronic Information for Libraries and with funding from Electronic (EIFL) has embarked on an advocacy campaign to raise Information for Libraries (EIFL) has awareness of open access with government officials and embarked on an advocacy campaign the research community. A meeting was held with the to raise awareness of open access Ministry of Education to discuss am action plan to move with government officials and the the Open Access agenda forward. A notable outcome of research community. A meeting was this engagement is that the KNUST institutional repository held with the Ministry of Education was designated as the national Open Access repository.284 to discuss am action plan to move the Open Access agenda forward. A At a continental level, the ACDE has established a formal notable outcome of this Policy on Collaboration, which includes a strong engagement is that the KNUST commitment to OER. This Policy, which was approved by institutional repository was the ACDE Board in 2011, addresses five broad areas: designated as the national Open 1) Sharing intellectual property Access repository. 2) Maximising human capacity 3) Collaborating on learning and teaching (focusing on PhD studies as well as materials development and programme design and delivery) 4) Collaborating on research 5) Collaborating on developing and sustaining enabling systems (focusing on quality assurance and use of ICT). It provides an excellent example of an inter-institutional commitment to collaboration and sharing of intellectual capital, providing also for ACDE members to share their course materials on a voluntary basis through the ACDE Technical Committee on Collaboration. 282 Donkor, P. (2011). Experience with OER at Kwame Nkrumah University. Retrieved from: http://etransformafrica.org/blog/experience-open-educational-resources-oer-kwame-nkrumah-university 283 Ludewig-Omollo, K. (2011a). Growing an Institutional Health OER Initiative: A Case Study of the Kwame Nkrumah University of Science and Technology. Retrieved from http://www.oerafrica.org/FTPFolder/Website%20Materials/Health/case_studies/2011.05%20Knust_Low_Res.pdf 284 Electronic Information for Libraries. (2011). Ghana: The first results of OA advocacy campaigns. Retrieved from http://www.eifl.net/news/first-results-oa-advocacy-campaigns-eifl-part 92 5.5 Challenges in Policy Implementation and Practice There are several challenges in using and creating OER in an African context:285 • Being able to access OER requires adequate infrastructure and a robust and fast connection to the Internet, which is lacking in many African institutions. • Due to unfamiliarity with the OER model, there is a need for lobbying around the benefits of OER to encourage buy in from African academics to use OER. • The staff workload needs to include time to source and adapt materials as most lecturers have to balance teaching obligations, clinical service requirements and research expectations. • Available OER may not always match methods or subject matter as taught locally. • There is a need to train and capacitate additional staff to source and adapt OER. • OER are free to access but not free to produce. African institutions may face the challenge of lack of funding to cover the time required to do the searching and adaptations. There are also hidden costs, such as the time taken to search for appropriate OER as well as the time needed to do the adaptations and production costs. • It may create technological bias, as using OER demands new skills for both educators and students. In addition, many OER projects remain predominantly donor-funded with major funders including the William and Flora Hewlett Foundation, the Bill and Melinda Gates Foundation, the Andrew W Mellon Foundation, and the Shuttleworth Foundation. Whilst Foundation funding has been an essential component of establishing the OER field, it has been argued that such funding cannot be relied on for ongoing development, operations, and sustainability, with many OER initiatives struggling to establish and transition to a future independent of Foundation funding.286 Recent work at UNISA revealed challenges around funding related to publishing work as OER. At an OER sensitization workshop for staff in the Department of Curriculum and Learning Development at UNISA, it was noted that academics would be unwilling to publish articles in journals with Creative Commons licences because the Department of Higher Education and Training in South Africa does not recognize these for funding purposes.287 In instances where OER practices in institutions are as part of ‘projects’ rather than integrated or institution-wide processes, practitioners face time constraints as they are required to complete this work in addition to their already heavy teaching workloads.288 In addition, there are also challenges with regard to OER policies: • Few institutions have yet adopted new, or adapted existing, policies to reflect OER practices or to explicitly encourage and formally endorse such practices at institutions. • Universities are complex, autonomous institutions in It may be expected that there will which curriculum and operational changes are made be acceleration in the creation of only after deep and careful consideration – and after supportive policy environments for going through several institutional processes that are OER as the breadth and depth of often time-consuming. Thus, it may be expected that OER practices matures globally. 285 Adapted from Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 286 Stacey, P. (2010). Foundation Funded OER vs. Tax Payer Funded OER – A Tale of Two Mandates. Retrieved from: http://edtechfrontier.com/2010/10/26/foundation-funded-oer-vs-tax-payer-funded-oer-a-tale-of-two-mandates 287 Welsh, T. (2011). Open Educational Resources at UNISA. Blog entry December 5, 2011. Retrieved from: http://blog.saide.org.za/2011/12/05/open-educational-resources-at-unisa/ 288 Hoosen, S. (2009). Communities of Practice – Case Study One: Skills for a Changing World (SFCW). South African Institute of Distance Education: Johannesburg. 93 • • • • there will be acceleration in the creation of supportive policy environments for OER as the breadth and depth of OER practices matures globally. OER initiatives at most universities appear to be largely project-driven rather than an institutionwide integrated process, and thus perhaps accounting for lack of relevant policies. In most institutions, OER appears to be funder-driven and are ‘projects’ which are likely to have driven OER at the institution In contexts where universities are mainly funded by the government (such as the cases of UG and KNUST), funding in general is often a challenge. Friesen (2009) in Tagoe et al (2010) suggests that tangible benefits of OER should be linked to core institutional priorities, thus making a case for institutional funding. Thus, in the African context at least, it is likely that such initiatives will need to be supplemented by alternate funding models in addition to institutional budget allocations. Institutions differ as to whether they provide incentives to faculty for participating in OER creation. For example, at KNUST and UG, the policy makes provision for incentives for OER creation and for research. However, few universities appear to provide incentives for faculty members to participate in OER initiatives (this includes UCT). In addition, only a few policies (such as KNUST) make explicit mention of the notion of monitoring quality. It is also possible that lack of policies is due, in some instances, to lack of leadership support for OER. An example of leadership support is the case of UCT, where the signing of the Cape Town Open Education Declaration by the then Deputy Vice-Chancellor Professor Martin Hall represented a ‘visible symbolic act demonstrating UCT’s institutional commitment to sharing teaching and learning materials to date’. This served to explicitly support the notion of OER at the institutional level (Hodgkinson-Williams, 2009). However it should be noted that policy fulfils a limited function, and issues such as sustainability and faculty buy-in and involvement are of equal importance. This point can be illustrated in the example from the University of the Western Cape (UWC) in South Africa, which passed an ambitious Free Content, Free/Open Courseware Policy, in 2005 aimed to remove institutional obstacles to the publication of OER.289 It initiated the Free Courseware project towards implementation of this strategy. However, if one views the UWC repository http://freecourseware.uwc.ac.za/), there are only nine courses available, providing little evidence that the policy has gained traction amongst faculty. This provides an example of a policy that has been created, but with little evidence of consistency between policy and practice. 5.6 Opportunities As highlighted earlier, adopting OER in an African context can have positive impacts on the teaching and learning environment as adopting this model requires institutions to invest in programmes, course and materials development, and thereby begin to incorporate notions of quality. The challenges of growing access, combined with the ongoing rollout of ICT infrastructure into educational institutions, indicates that it is becoming increasingly important for them to support, in a planned and deliberate manner, the development and improvement of curricula, ongoing programme and course design, planning of contact sessions with students, development of quality teaching and learning materials, and design of effective assessment – activities all aimed at 289 Keats, D. (2005). A Free Content and Free and Open Courseware implementation strategy for the University of the Western Cape. Retrieved November 22, 2011 from http://ics.uwc.ac.za/usrfiles/users/8990060109/Strategies/freecourse0.4.pdf 94 improving the teaching and learning environment – while managing the cost of this through increased use of resource-based learning. 290 OER approaches can also assist in alleviating funding constraints by acknowledging the benefits of integrating OER practices with any content/material development process. Sourcing existing OER as part of the process of investing in high quality learning resources that meet curriculum needs can save costs. In contexts of national support for OER, such approaches formally support and encourage institutions to create OER. Additionally, such support for OER provides an increased likelihood that such efforts are sustainable. OER also opens several other opportunities for enhancing higher education in Africa. These include: • Advancing knowledge by making educational resources available. • Generating new educational opportunities by providing an opportunity for teachers to access material to use in teaching their classes or to complement a course. • Allowing for sharing of support, resources, experience and best practices. • Increasing student and educator access to educational materials, as, when OER are distributed electronically, they are easy to access via a computer, to copy and to share. • Promoting innovation and the improvement of teaching resources used by faculty. • Providing an opportunity to re-examine the curriculum, learn new teaching methods and to rethink teaching approaches. Faculty may use OER from elsewhere to inform their own teaching, and likewise, creating OER for a global audience may encourage faculty to re-examine their own teaching practices before codifying them as OER. • Familiarizing teachers with using ICT, increase comfort with the web, broadening their skills base. • Providing an opportunity for author recognition for those creating and sharing OER. For example, at KNUST CHS, faculty view OER as a way to enhance their personal reputations as publishing OER presents an opportunity for faculty to showcase their expertise. • Providing a high quality body of content that allows people to improve their knowledge, competencies and practices. • Enhancing an institution’s reputation and brand image. Whilst many institutions may be initially hesitant about sharing their educational materials online, evidence is now starting to emerge that institutions that share their materials online are attracting increased interest from students in enrolling in their programmes. This in turn brings potential commercial benefits, because the sharing of materials online raises an institution’s ‘visibility’ on the Internet, while also providing students more opportunities to investigate the quality of the educational experience they will receive there. For example, at KNUST, OER was seen as a way to enhance institutional reputation by sharing its curriculum. In late 2009, KNUST added a Creative Commons Attribution licence to the university’s website footer as part of a broader strategy to use Wikipedia and Google to help increase the institution’s web traffic. The KNUST webmaster believes that the licence is responsible, in part, for increasing the university’s ranking in the Webometrics Ranking of World Universities. • Lowering cost for student access to educational materials. Unlike traditional textbooks and journals, OER do not require licensing fees. Although OER are not free to produce, they are free to access. There may still be a marginal cost for distributing OER (e.g. for printing or for removable media such as CDs), but it is a fraction of the standard licensing fees. • Decreasing faculty time on materials development. Harnessing open content can reduce faculty time required to produce content. OER makes it easier for educators to preview how others in 290 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 95 • • • • • their field teach a given topic. Faculty can use OER created by others – in whole or in part – to develop their own lecture slides or other teaching aids. Easing the development of new programmes. OER may be particularly useful when a university is looking to expand its curriculum by offering new courses and degree programmes. OER allows faculty to preview how a topic is taught at other institutions and open licensing allows faculty to contextualise and translate OER to suit local needs. Enabling students to use OER for review and revision purposes, to complement class material, plan a course of study and to prepare for formal studies. Providing potential for anyone to study a course to develop their personal knowledge. Providing additional information on subject matter, as an alternative for thousands of students with HE interests. Providing alumni access to content – the KNUST provost views OER as a method for creating and sustaining the university’s alumni networks. Alumni can use OER as a means of sharpening their skills, whether informally or formally (for example, through continuing medical education), or simply to stay connected to their alma mater.291292293 Thus, experience shows that, when an institution makes its courses/materials publicly available online (assuming it is of quality and relevance), this can attract new students, facilitate accountability (through its transparency), advance institutional recognition and reputation, and support the public service role of institutions. It may also further the dissemination of research results and thereby attract research funding. 294 However, the strategic advantages of having an OER policy are not yet clearly articulated in existing research. 291 Carson, S. (2010). Benefits of the Use of MIT Courseware. eMadrid. Retrieved from http://www.emadridnet.org/en/emadrid-seminar-on-open-educational-content/benefits-use-of-mit-courseware 292 Mestre, R. (2009). Toward a Utopia: Open Educational Resources in Higher Education. Paper presented at Virtual conference - International Technology, Education and Development Conference. Valencia. Retrieved from http://uv.academia.edu/RosannaMestrePerez/Papers/90311/Foward_a_Utopia_Open_Educational_Resources_in_Higher_ Education 293 Miyagawa , S. (2006). OpenCourseWare at Home. MIT Faculty Newsletter (Vol. XVIII No. 3 January / February) retrieved from http://web.mit.edu/fnl/volume/183/miyagawa.html 294 United Nations Educational, Scientific and Cultural Organisation (UNESCO) and Commonwealth of Learning (COL) (2011). Guidelines for Open Educational Resources (OER) in Higher Education. Retrieved from http://unesdoc.unesco.org/images/0021/002136/213605e.pdf 96 6 General Areas for Action: Harnessing the Potential of ICT, ODL, and OER 6.1 Introduction The status of higher education in Africa continues to be a concern for governments, higher education bodies and donors. The persistent challenges of enrolment and HE participation rates, gender disparities, HIV & AIDS, brain drain, and the digital divide mean that Africa continues to be at a disadvantage in several key respects. The EFA Goals highlights the need for African education systems to provide meaningfully for lifelong education. This means that educational opportunity can no longer be confined to traditional modes requiring students to attend fixed locations at fixed times for specific periods. The growth of interactive technologies due to increasing Internet access in many parts of Africa opens up a range of opportunities to enhance higher education provision in Africa. ICT has the potential to ensure rapid, cost effective and reliable communication, networking and access to and publication of information which, in turn, should enhance productivity, education and development: Learning processes are increasingly dependent on ICTs because they connect students and researchers to the global knowledge community. In a globalized world, it is unthinkable that a higher education institute could become a centre of excellence without a reliable and up-todate ICT infrastructure. Any university’s strategy for the future must include ways to acquire this infrastructure and ensure that it is used in the most efficient and effective ways. 295 E-learning can offer the practitioner various opportunities to enhance his/her established practices. Student learning can be transformed through e-learning, by giving them more learning options and flexibility of use. In residential settings in African universities, e-learning can be useful for addressing common teaching and learning challenges like large classes and diverse classrooms. Student diversity in higher education presents challenges of differentiated student preparedness for higher education, which in turn affects student participation during lectures.296 In recent years, African governments have expressed growing commitment to the development of ICT and the use of these for ODL, with indications that ODL is becoming more central to education policies in many African countries.297 Despite commitment to the development of ICT, the amount needed for investment in higher education in Africa is huge, which is why ODL and OER are viable and affordable strategies for improving access and increasing the availability of teaching materials, especially given the plethora of challenges that impede the rollout of higher education in Africa. The most critical influence on the quality of tertiary education is perhaps the availability of learning resources.298 All countries and higher education institutions need to be making investments in 295 Teferra, D and Greijn, H.(eds). (2010).Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 296 Jaffer, S., Ng’ambi, D. & Czerniewicz, L. (2007). The role of ICTs in higher education in South Africa: One strategy for addressing teaching and learning challenges. International Journal of Education and Development using Information and Communication Technology, 3(4): 131 – 142. 297 UNESCO. (2002). Open and Distance Learning: Trends, Policy and Strategy Considerations. p40-44. Retrieved from http://unesdoc.unesco.org/images/0012/001284/128463e.pdf. 298 Mufutmari, N. (2010). Expanding the frontiers of access: Distance and ‘privatized’ higher Education. In Teferra, D and Greijn, H.(eds). )Higher Education and Globalization Challenges, Threats and Opportunities for Africa. Maastricht University 97 materials development to improve the quality of teaching and learning. Costs include the time of people involved in developing curricula and materials, adapting existing OER, dealing with copyright licensing as well as associated costs, such as ICT infrastructure (for authoring and content-sharing purposes), bandwidth, running content development workshops and meetings, and so on. However, these costs are a function of investing in better teaching and learning environments, not a function of investing in OER. Thus, within the framework of investing in materials design and development, the most cost-effective approach is to harness OER. This is because: • OER eliminates unnecessary duplication of effort by building on what already exists elsewhere; • OER removes costs of copyright negotiation and clearance; and • Over time, OER can engage open communities of practice in ongoing quality improvement and assurance. Given the promise of ICT, OER, and ODL, it would be remiss to not seize upon the opportunities they offer. The paper therefore focuses now on outlining key areas of action to promote ICT, OER, and ODL in higher education, taking into account that different African countries have their own unique needs and they have already taken what are often very different approaches to ICT investments in education. 6.2 Areas for Action 6.2.1 Investing in the Policy Environment The potential of ICT, ODL, and OER can only be realized when it is embedded in a context that is open to innovation and supported by a favourable policy environment. Government policy often determines the parameters of such initiatives through laws, regulations, and allocation of funds. The absence of a clear national policy is likely to result in efforts not being sustainable, particularly if the intervention is donor-funded and/or if no cognisance is given to context. The creation of a strong enabling policy environment requires that African leaders are sufficiently capacitated and informed about the potential of ICT, ODL, and OER. Some of the critical policy questions around the use of ICT in education relate to access, equity, finance, and best practices in scaling-up.299 Integration into broader national and regional policy priorities is thus central to success and sustainability. Perhaps the most effective way to accelerate open licensing and sharing of higher education resources would be adoption/adaptation and approval of an appropriate national open licensing framework, with clearly defined options for use by all higher education stakeholders, ideally as part of an overarching policy framework on IPR and copyright in higher education that spans both research and teaching activities. Such a licensing framework may also cover the copyright and IPR status of educational materials produced by government departments and agencies. For institutions, where they do not yet have these, institutions will benefit from putting in place clear, detailed plans for implementing technology, while educational administrators should be willing to review technological implementation plans regularly and revise them as necessary. This will require involvement of all stakeholders so that there is a common vision and shared ownership of policies and plans. Policies and plans should be flexible enough to facilitate regular updating in Centre for International Cooperation in Academic Development (MUNDO), Maastricht, the Netherlands, and International Network for Higher Education in Africa (INHEA), Center for International Higher Education (CIHE), Boston College, USA. 299 Adam, L., Butcher, N., Tusubira, F.F.T., and Sibthorpe, C. (2011). Transformation-Ready: The strategic application of information and communication technologies in Africa - Education Sector Study. Prepared for the African Development Bank, the World Bank and the African Union. 98 response to new ICT developments, and strong leadership is required to convincingly communicate these plans to all constituents.300 There is also an opportunity to develop and implement formal OER and Open Access policies to increase the reach and impact of the intellectual efforts of faculty, staff, and students. Contextual differences across institutions present different levels of opportunity for policy engagement. With regards to OER, most efforts tend to provide an optional and voluntary condition for faculty and students. It may, therefore, be worthwhile to provide incentives for academics to participate in OER initiatives. This would also entail ensuring that staff workload models allow for curriculum, course, and materials design and development, as well as for research activities. Furthermore, institutions will benefit from establishing and maintaining a rigorous internal process for validating the quality of educational materials prior to their publication as OER. Adequate funding and business planning is required to ensure the long term sustainability of programmes and institutions. ICT, ODL, and OER should not be considered as ‘add-ons’ but rather be integrated into university structures and university funding models to ensure their sustainability. Funding efforts might, therefore, focus on the following issues, amongst others: 4) Sustainable investments in ICT infrastructure, in terms of acquisition, maintenance, and regular replacement of obsolete equipment; 5) Promoting awareness of potential cost benefits of OER, e- and m-learning, and ODL (with concrete examples) to create good understanding of costing; 6) From a national perspective, placing mandates on institutions to license materials developed with public funding under an open licence. 6.2.2 Development of Strategies at the Regional Level Due recognition should be given to RECs and regional higher education associations, many of which have already embarked on the process of harmonization of higher education and promoting collaboration among the institutions through academic mobility in their respective region. Likewise, initiatives such as the UbuntuNet Alliance have illustrated the value of regional collaboration. Indeed, such regional associations can become critical building blocks of a continental AHERS. In this regard the following is suggested: • Regional higher education bodies and RECs may consider developing regional ICT and ODL strategies that create an explicit link with higher education. These strategies should maintain coherence with continental initiatives but seek to address region specific issues. • The creation of regional platforms for sharing information on ICT policies and courseware and exchanging experiences is a useful way of increasing the positive contribution of ICT to education. • Affordability poses real problems for accessing ICT in higher education institutions in Africa. As a result, regional collaboration might focus on strategies to determine how limited resources may best be pooled or used to provide: ̶ Access to hardware ̶ Access to affordable/reliable high speed Internet connections, ̶ Technical and training support; and ̶ Applications and content. 300 Wright, D.R., Dhanarajan , G. and Reju, S.A. (2009). Recurring Issues Encountered by Distance Educators in Developing and Emerging Nations. International Review of Research in Open and Distance Learning Volume 10, Number 1. 99 6.2.3 Widening Access ICT infrastructure is a prerequisite for all ICT in education applications, as well as effective use of OER and development of ODL programmes (whether they are offered via print or e-learning). To participate in online learning communities and to tap into the massively expanding base of content that is increasingly accessible on the Internet, academics and learners need to be able to connect to those communities via broadband Internet connections. It is therefore becoming increasingly important to establish robust, scalable, affordable ICT connectivity networks to allow every higher education institution to become connected. With this in mind, a sustained political drive needs to be undertaken to provide connectivity throughout the education system to facilitate deeper and wider access to the Internet, online resources, and institutional systems. Particular emphasis needs to be placed on under-serviced areas, where telecommunications infrastructure is weak or non-existent. There may also need to be changes in the telecommunications regulatory environment aimed at driving down the price of connectivity. This should form part of the vision of national education systems to ensure that every educator has access to a relevant computing device and associated ICT peripherals. While an open and competitive market will ensure that infrastructure will generally develop in high density areas, policy interventions will be required to ensure that under-serviced areas receive infrastructure investment and remote schools also get connected to a telecommunications networks. The promotion of NRENs is one possible solution to this issue, but this often requires regional entities to negotiate access with larger networks in Europe and elsewhere. Taking a continental approach and developing a continental strategy for improving bandwidth and internet access speed could provide a more harmonized approach and a strong bargaining position that could yield reduced costs and complexity for all higher education institutions on the continent.301 Furthermore, all students, regardless of their geographical location or income level, need to be provided access to the necessary resources (harnessing all media as appropriate) and available learning opportunities to enable them to complete their studies successfully. This is particularly important for students enrolled in ODL programmes. Learners with special requirements (such as those with barriers to learning or those in remote or rural areas) and their educational support staff may require access to specialized resources and to networks of specialist support. From this perspective, it becomes critical to open access to content, so that it can legitimately be used and manipulated by learners to support their learning. This will require a significant shift in thinking, as most educational content generated for use in education systems is protected by inflexible laws of copyright, which explicitly prevent this kind of use and manipulation.302 Finally, educational and governmental bodies should clearly define their commitment to the goals toward which the technology will be applied, ensuring that issues regarding accessibility and equity are covered, developing measurable objectives and realistic timelines, assigning specific responsibilities to individuals and groups who will facilitate the change process, and providing the necessary resources. 301 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 302 Butcher, N. (2010) ICT, Education, Development and the Knowledge Society, retrieved from http://www.gesci.org/assets/files/ICT,%20Education,%20Development,%20and%20the%20Knowledge%20Society(1).pdf 100 6.2.4 Capacity Building The implementation of ICT and/or ODL methods to enhance education requires leaders who are flexible, open to new ideas, and willing to make decisions. In many African countries, the decisionmaking process is sometimes hampered by the involvement of decision-makers who have limited or no experience with technology, distance education, OER, and change management,303 and thus there is a need to build capacity in African leaders and administrators to ensure that leveraging ICT for a knowledge society is both a top-down and bottom-up process. Those making significant decisions about technology should ideally be those who use it on a daily basis, have some experience with the specific equipment or programmes they are selecting; be aware of the potential impact of the technology upon learning, instruction, and administrative systems; and keep abreast of emerging trends. Related to the above, is a need to focus on professional development of higher education practitioners and academics. A range of relevant ongoing professional development activities should be made available to all educators to enable them to acquire the skills and competencies necessary to use ICT to perform their jobs effectively and productively. Educators will need hands-on training in the use of the technology and its potential benefits to education and research. Support in the use of ICT infrastructure, as well as relevant software applications, should be made available. In addition, the quality of ODL programmes is dependent on the design of instructional materials and educators’ ability to facilitate knowledge construction, which means that educators involved in ODL need to be well trained and grounded in ODL methods. As indicated above, this requires that educators be provided the necessary resources (harnessing all media as appropriate), tools, and information for teaching to create effective learning opportunities for students. Incentives should be provided to encourage or, where appropriate, require the use of ICT by relevant personnel. In addition, the time and effort required to develop and support ODL and e-learning courses needs to be recognized. Without this, professional development investments are likely to have limited effect. As part of this capacity building effort, there is value in creating and sustaining effective communities of practice to enable educators and students to benefit from exposure to quality teaching and learning methodologies, a range of support services, professional dialogue with peers, and ongoing sharing of information, ideas, and resources. This can assist in fostering collaboration between African higher education institutions, and has the potential to assist in the sharing of learning materials as OER. Such collaboration has additional potential side benefits of improving quality (through reviewing and vetting others’ materials), increasing access and reducing costs through sharing. Such an approach also has the potential to encourage partnership and collaboration in design and development of programmes and courseware across African borders. Finally, consideration needs to be given to how the private sector can engage with institutions of higher education to build ICT capacity and assist in the progress towards knowledge based societies and economies in Africa. There are some great examples, such as that at Makerere University in Uganda where the private sector has been integral to building infrastructural capacity. Given the degree of expertise and capacity that exists for ICT in the private sector, African universities should actively seek partnerships with the private sector to create a stable financial and ICT support environment. 303 Wright, D.R., Dhanarajan , G. and Reju, S.A. (2009). Recurring Issues Encountered by Distance Educators in Developing and Emerging Nations. International Review of Research in Open and Distance Learning Volume 10, Number 1. 101 6.2.5 Quality Matters In ensuring the quality of ODL and OER, there is a need to build a common understanding of quality through broad consultation, introduce mechanisms for programme accreditation and institutional audits against sound criteria, ensure collaboration and partnerships in setting quality criteria, and promote internal and external forms of quality assurance in order to prevent poor practice and to stimulate innovation. In addition, it may be useful to consider following up on the development of a continental QA framework and ensuring that issues of ODL and OER are integrated into the framework. Institutions will also benefit from periodic reviews of institutional OER and ODL practices to determine the value of their policies and practices. This could include reviewing the extent of use of openly licensed educational materials in higher education programmes and assessments its effects on the quality of educational delivery, and its impact on the cost of developing/procuring high quality teaching and learning materials for undergraduate and postgraduate programmes. At the national level, ODL offerings in most African countries appear predominantly to be undifferentiated from conventional offerings, and there are few separate or specific QA guidelines for ODL. This calls for a need to focus on preparing separate QA of ODL or ensuring that QA of ODL forms part of broader educational QA guidelines and policies. Where countries and institutions do not have or are developing their QA frameworks, there is a potential to include ODL and e-learning elements early in the formation of such frameworks, thus making it easier to ensure that innovation and QA go hand in hand. If national and institutional QA systems use the same QA frameworks for conventional and ODL education, this may help to dispel negative stereotyping of ODL and elearning. However, dedicated policies can ensure that specific ODL QA issues such as quality of course and materials development, student and technology support receive the necessary attention. Regardless of which approach is adopted, it is clear that additional QA focus on ODL is required within continental, regional, national and institutional frameworks. And as demands for ODL in Africa increases, there is likely to be a more pressing need to focus on QA of ODL specifically. The role of the ACDE QAAA and the AAU will be of particular importance in this area. 6.2.6 Enhancing Management, Administration, and Operations The Internet can connect Ministries of Education to higher education institutions. Thus, it is important to consider how technologies can be used to improve the efficiency of operations of the underlying systems of education. The successful application of ICT in improving systemic efficiency and operations can lead to improvements in delivery of higher education, regardless of what teaching and learning strategies are finally being used to communicate with students. In particular, investments should be made in developing applications that significantly improve the quality of management information systems (at national and institutional level) and the ability to use these systems to support strategic decision-making and policy implementation; and contribute to stimulating free flow of information throughout the education system. This can facilitate better planning, monitoring, and resource allocation. Improved use of the Internet, computers and mobile and wireless technologies can also enhance data gathering, analysis and use at universities. Institutions can use an electronic management system to manage their day-to-day operations. This should generate required national Educational Management Information System (EMIS) data automatically, so that no additional work is required to meet national, regional, and continental reporting requirements. 102 6.2.7 Content Creation and Knowledge Management Key players in African higher education may want to consider judicious investments in content creation to ensure compliance with African curricula, or local language demands, motivating usage by teachers and learners. These materials would ideally be released using open licences to facilitate re-use and ongoing adaptation. Furthermore, it may be necessary to ensure that investments in ICT for education and development involve long-term planning that take into account sustainability and the developments that ICT-enhanced education may bring. Over the years, development partners have invested large sums of money in many innovative initiatives, which have produced excellent and important products, either in the form of software applications, research outputs, educational resources, or other similar forms of intellectual capital. In a small minority of instances, there has been a good reason to allow the project grantee to retain full copyright of this intellectual capital in order to establish a viable long-term business model. More often than not, though, over time, this intellectual capital has simply been lost due to restrictions in its re-use and subsequent poor curation of the intellectual capital in a suitable repository. While some governments and donors have started to impose requirements that funded projects release their intellectual capital under an open license and have develop websites to store the products of such projects, the majority still do not do this, with the result that – in the long term – the full value of those investments is lost to education in Africa. Consequently, adopting policies that lead to release of intellectual capital under open licenses (unless there are valid reasons not to do so) and ensuring that this is stored in a sustainable online repository would help significantly to reduce wastage and duplication of investment. In addition, they can invest in open access journals that drive innovation and meet the needs of scientific research at institutions. Related to this is the potential to invest in knowledge management systems and strategies to store, curate, and share educational content. Ideally, to ensure costeffectiveness, this would be done as part of a coordinated regional strategy or in partnership with emerging global OER networks and repositories. An online repository of case studies, evaluation findings, trends in ICT, and models and tools for financial planning and evaluation would support capacity building for African leaders, while creating a managed online environment for them to publish and network with each other. In addition, an online resource that collects best practices for integrating ICT into higher education will ensure that international lessons and examples of good and innovative practice are communicated and fed back into capacity development programmes. 6.2.8 Research, Monitoring, and Evaluation Development of research is vital for Africa, and is a core function of higher education systems – the one needs to reinforce the other.304 Thus, it is vital to invest in a continuous process of evaluation of ICT-related interventions in education, ODL programmes, and use of OER. This should include: • Planning, implementation, reflection, refinement, effectiveness, and user acceptance; • Benchmarking the quality of initiatives against international studies, standards, and best practices; • Ensuring that international lessons and examples of good and innovative practice are communicated and fed back into capacity development programmes for African leadership; 304Mohamedbhai, G. (2011). Lessons from Europe: Towards an African Higher Education and Research Space. Retrieved from: http://www.insidehighered.com/layout/set/popup/blogs/the_world_view/lessons_from_europe_towards_an_african_hig her_education_and_research_space. 103 • • Investing in knowledge-sharing events and innovative ways of publishing and distributing research findings, so that growing numbers of African professionals have access to research, monitoring, and evaluation findings, and are themselves producers of knowledge and lessons to share globally; and Improving the knowledge base of successful ODL and OER initiatives and promoting them so that they are easily accessible. The availability of open access publications means that African academics have the opportunity to disseminate their research fast, with world-wide coverage, allowing them recognition as their papers are read and cited by others. In addition, they have quick, free access to articles of interest (although it should be noted that a prerequisite would be good Internet access). This growing availability of ebooks and open access journals has potential to meet the needs of African institutions which often work within a context of limited resources. Critically, though, it is important to ensure that African universities make a growing contribution to these knowledge bases, as African research experience and output is currently highly under-represented in these emerging global knowledge networks. 6.2.9 Awareness-raising and advocacy Advocating the benefits of ICT, ODL and OER is important to realize benefits of their potential and promise and to address misperceptions. In particular, it may be worthwhile preparing a sound rationale and vision for ODL and OER to advocate and promote their adoption. For institutions starting ICT-based, OER, and/or ODL initiatives, awareness creation is likely to be essential to drive institutional adoption of, e- and m-learning, OER and/or ODL. This may include holding consultations and workshops with relevant stakeholders. Furthermore, it is important that such policies be aligned to institutional mission and objectives to ensure buy-in. 104 7 Implications for an African Higher Education and Research Space This report has sought to provide a comprehensive overview of progress, opportunities, and challenges associated with the use of ICT, ODL, and OER in African higher education. Drawing on this, it has identified some broad areas for action for consideration by role players in the sector. In this final section, it draws together these analyses to reflect on the potential implications for an African Higher Education and Research Space (AHERS). Necessarily, there is some degree of repetition of issues already laid out in previous sections, but the analysis below provides a summary of key issues for consideration in establishing an AHERS. This has two components: first, exploring how ICT, ODL, and OER can contribute to establishing and maintaining an AHERS; second, discussing possible ways in which an AHERS, when it is established, can contribute to effective use of ICT, ODL, and OER in higher education in Africa. 7.1.1 Roles of ICT, ODL, and OER in Establishing and Maintaining and AHERS Drawing from the above analysis, it is possible to identify several ways in which the practices outlined in this document can support the establishment and maintenance of an AHERS. These are outlined below. 7.1.1.1 Harnessing ODL and e-Learning to Strengthen Teaching and Research Capacity Possibly the most obvious contribution that ICT, ODL, and OER can make to establishing and maintaining an AHERS is to support development of the critical teaching and research capacity in higher education on the continent. The AHERS Concept Note highlights many of the key capacity constraints in higher education systems in terms of both teaching and research capacity. Continental coordination in the design of effective ODL, e-learning, and/or blended learning programmes could make a significant contribution to developing this capacity. Operating independently, it will be difficult for individual agencies or institutions to make a significant contribution to resolving this problem, but a coordinated approach to developing suitable programmes would enable much larger-scale implementation in a significantly more cost-effective fashion. Importantly, if these programmes can harness existing curricula, materials and teaching and learning methodologies already developed on the continent for such professional development, their development should be very cost-effective. Further, if the resulting course and programme materials can be released as OER, they can be cheaply translated and adapted to different contexts without having to pay significant fees. Such an activity could potentially be coordinated by the AAU, possibly with key support from the ACDE and its member institutions. If developed with the involvement of a wide network of institutions, such programmes could serve to demonstrate in action the power of developing and offering joint qualifications between institutions. Another key capacity gap is in the qualifications of academics in many institutions. Again, ODL, elearning, and flexible learning programmes offer opportunities for academic staff to be able to upgrade their qualifications without having to travel elsewhere to study full-time. Enrolment in such programmes is already a key feature of professional upgrading in many universities, although its success depends heavily on academic staff being released from academic duties for enough time to be able to manage the workload of postgraduate programmes. However, a coordinated approach to delivery of these programmes and matching of supply with demand would serve to accelerate these professional development initiatives, thus supporting the development of an AHERS. For this to work successfully, the AU’s Harmonization of Higher Education Strategy has a key role to play in ensuring 105 equivalence of qualifications across the continent, thereby facilitating mobility of academics across countries. Likewise, successful implementation of quality mechanisms such as the AU Quality Rating Mechanism and the ACDE’s QAAA can make a significant contribution to ensuring that ODL and elearning qualifications available via ODL and e-learning are of a high standard and will be recognized by the institutions at which participating academics are working. Finally, ICT can play a significant role in supporting capacity building by enabling academics to work together on research and educational activities without having to be in the same institution and/or country. This is critical to capacity development as it can enable academics who have limited access to particular kinds of expertise within their own institutions to enter into mentoring relationships that enable them to gain access to this expertise without having to travel or move institutions. This kind of partnership is readily facilitated by effective use of online communication and collaboration tools. Again, to work effectively, this will benefit from regional and/or continental coordination, so that people with similar educational and research interests can find each other through, say, a web platform that matches people by these interests. Several of the continental agencies identified in this report would be well placed to launch such an initiative. 7.1.1.2 Developing Appropriate Continental Database Systems ICT has created massive opportunities in online sharing of data, information, and resources, which have propelled uses for the Internet that could scarcely have been imagined even five years ago. Several of these hold great promise for building an effective AHERS. These include the following: • The AAU’s DATAD, which holds significant promise to make accessible large volumes of African intellectual capital in the form of theses and dissertations, which are currently next to impossible to access as they are only available in hard copy in university libraries. Implemented in parallel with institutional efforts at digitization of research products and their sharing through institutional repositories, this liberation of African intellectual capital for open access across the continent has huge potential to develop an effective AHERS. • Open Access Journals, which are identified in this report and in a Paper on ‘Strengthening the Research Component of the Space of Higher Education in Africa’ as an important contributor to improving access to research generated in African universities (which is often effectively lost to the continent when it is published in hard-to-access proprietary journals). Although there is a growing number of highly respected open access journals, greater effort is required both to support (both in policy and financially) the establishment of open access journals in key areas and to encourage academics to publish their research in open access journals. There are already several efforts of this kind underway on the continent, so the priority should be to bolster these rather than to create new initiatives. • OER Repositories, such as those established by individual institutions, OER Africa, and the AVU. Like open access journals, these online repositories are making available growing numbers of high quality OERs that have been produced by and for African higher education programmes. Further support of these initiatives and encouragement to both academics and whole institutions to share their resources under open licences can make a significant contribution to building an effective AHERS, for all of the reasons highlighted in this report. If this can be complemented by initiatives of International Governmental Organizations (IGOs), development banks, and donors to provide access to their intellectual capital under similar conditions (as the World Bank has recently done), the contribution to African higher education could be significant, as this creates a strong and ever-growing platform of readily available intellectual capital on top of which to further develop higher education systems on the continent. • The AU Quality Rating Mechanism and associated online systems (including the ACDE’s QAAA), which hold enormous potential to make accessible – through a single online platform – important information about educational programmes available across African universities, their educational quality, and the opportunities these programmes generate for cross-border 106 • academic mobility. Generation and sharing of information about quality of higher education programmes is a critical component of creating an effective AHERS. The AU Education Observatory, which has a key role to play in gathering, analysing, and sharing information about key trends in African higher education. Unfortunately, this information tends to be slow to emerge and hard to collate, but efforts by the Observatory and its key implementation partners are helping to make this information easier to access, more up-to-date, and more accurate. ICT plays a major role in these statistical and analytical exercises. 7.1.1.3 Adoption of Open Licences for Sharing Educational Resources and Research Outputs As has been highlighted above, open licences make sharing and re-use of intellectual capital significantly easier and more cost-effective. As a consequence, many institutions and other agencies involved in higher education are making commitments to share their intellectual capital online under open licences, with significant ramifications for ease and cost of access to information. From this perspective, establishment of an AHERS would be facilitated by the following activities taking place within and across higher education systems in Africa: • Ensuring that countries and institution have in place robust, enforceable IPR, copyright, and privacy policies, the terms of which are accurately reflected in all legal contracts and conditions of employment. As part of this policy process, it would be useful to consider the relative merits of creating flexible copyright policies that apply open licences to content by default, but that also make it easy for staff to invoke all-rights reserved copyright or other licensing permutations where this is justified. • Investing in ongoing awareness-raising, capacity-building, and networking/sharing activities to develop the full range of competences required to facilitate more effective use of open licences. These activities could aim to encourage a shared vision for open educational practices within higher education institutions, which would ideally be aligned to those institutions’ vision and mission. • Ensuring that academics and students have ubiquitous access to the necessary ICT infrastructure and connectivity to access the Internet and develop or adapt research and educational materials of different kinds (with such access being available at all locations where materials development work might take place, including offices, meeting rooms, and teaching venues). 7.1.1.4 Use of Social Networking Tools to Facilitate Collaboration Finally, a critical role for ICT in supporting effective creation of an AHERS is deployment and use of the burgeoning range of social networking tools available online to facilitate collaboration. Already, there is a growing range of online Communities of Practice that provide vibrant and effective networks of sharing of expertise in different aspects of higher education, both in terms of operations and across many different disciplines and subjects. Unfortunately, though, presence of African academics in many of these Communities is very minimal, while often those established specifically for African higher education are not especially active (although there are significant, highly successful exceptions to this). Effective, development of an AHERS will be significantly enhanced by more effective use of social networking tools to facilitate collaboration, combined with concerted efforts to encourage (or, in certain circumstances, require) more active engagement by African academics in these online Communities. As this research has illustrated, there is generally not a need to establish new online communities – these are already available in abundance – but rather to coordinate efforts to use these tools to facilitate sharing of expertise and collaborative online approaches to problem-solving, research, and even teaching and learning. Where these online communities can be integrated with evolving tools that facilitate translation of text, they might also help to facilitate dialogue between African academics who speak different languages. 107 7.1.2 Roles of an AHERS in Supporting Effective Use of ICT, ODL, and OER 7.1.2.1 Collaboration, Coordination, and Partnerships This report has highlighted the breadth and range of organizations supporting effective use of ICT, ODL, and OER in higher education in Africa. It is naturally essential that an AHERS should seek to coordinate, rather than duplicating, these efforts. Thus, its activities will need to be underpinned by a strong commitment to engaging the wide range of players and stakeholders in the sector in order to work out strategies to facilitate collaboration, coordination, and partnerships between them. There are several benefits to increased coordination and collaboration, most usefully preventing the duplication of efforts thus saving costs and time. In this regard, the following is suggested: • An AHERS should seek to ensure that there are appropriate forums, short courses, and leadership capacity programmes so that growing numbers of African leaders are capacitated to support and make decisions which seek to leverage ICT, ODL, and OER effectively. • An AHERS should encourage a continental/multilateral initiative for the integration of ICT and OER into higher education, with an emphasis on partnerships between the private sector and institutions with established experience in effective use of ICT. • An AHERS should facilitate the work of the ACDE to further develop and maintain a comprehensive database of ODL and OER providers, experts, and initiatives to increase visibility of various activities, share expertise, and to coordinate efforts. As the ACDE has already commenced this work, there is no need to duplicate the effort, but strong support will be necessary to ensure that it is sustained and kept up to date. Partnerships can also be forged in this regard with other relevant initiatives, such as the AAU’s DATAD, the AVU OER Repository, and OER Africa. • Support should be provided to the further development of a suitable continental monitoring and evaluation programme for Higher Education, which incorporates metrics related to ICT, ODL, and OER. The AU Education Observatory is in a unique position in this regard to work with partner institutions to expand a set of indicators developed for the Second Decade of Education for Africa 2006-2014 initiative to measure progress of RECs, continental and regional partners, member states, and institutions. • An AHERS might function as a mechanism to stimulate the launch of a series of specialized Communities of Practice related to ICT, ODL, and OER. 7.1.2.2 Awareness-Raising and Advocacy As this report has highlighted, there are many agencies already actively engaged in advocacy, at continental, regional, national, and institutional levels, in ICT, ODL, and OER. Nevertheless, there remains a strong need for ongoing advocacy, ideally by supporting these existing initiatives and finding ways to amplify their reach and effectiveness. Specifically, it is important, within an AHERS to: • Sensitize governments about the potential of ICT, ODL, and OER to enhance access and improve the quality of higher education in Africa. Whilst there have been efforts towards, and achievements gained with regards to ICT in general and ODL in particular, more emphasis needs to be placed on sensitizing governments about the potential of OER. In addition, there is a need for increased lobbying around the benefits of OER to encourage buy-in from African academics. • Ensure that African leaders have a good understanding of ICT, ODL, and OER and are capacitated to make informed policy and investment decisions to harness ICT, ODL, and OER to support higher education development. • Help governments to review national ICT/connectivity policies and strategies for Higher Education, given the centrality of ICT to accessing and sharing content online and, increasingly, 108 • • to effective use of ODL. Such reviews could focus on ensuring sustained provision in connectivity and staff/student access to ICT within higher education systems. As part of the above, expand the reach and impact of National and Regional Research and Education Networks to ensure that all institutions of higher education have access to stable and fast internet. Increased coordination and resource-sharing between African institutions should be beneficial as institutions move to fully integrate ICT into their teaching and learning, while regional platforms for sharing information on ICT policies and courseware and exchanging experiences are useful to increasing the positive contribution of ICT to not only to higher education but all levels of education. 7.1.2.3 A Focus on Open Licensing Given the importance of open licensing and the potential contribution of open access publishing and sharing of OER to the development of higher education in Africa and sharing of African knowledge with the world, it is suggested that an underlying principle of all activities within an AHERS be that resources are shared under a suitable open licence. For example, ADEA may adopt supportive OERrelated practices such as developing a policy to release AHERS materials under a Creative Commons license, and encourage its partners to do the same. This will facilitate free sharing and flow of knowledge within and beyond the Space, thereby facilitating its core functions of developing higher education on the continent and raising the profile of African higher education globally. It will be important for an AHERS and all participating organizations and individuals to be familiar with the shifting terrain of IPR and copyright and understand the range of licensing options available for research and educational materials. An AHERS should aim to be attentive to how the emergence of the Internet, mushrooming of access to freely available online content, ease of sharing digital content, and availability of different licences under which content can be shared create both opportunities and challenges for higher education. An AHERS should also create opportunities for stakeholder-driven debates about the likely effect of these changes and how they might influence national higher education systems and qualifications frameworks in higher education. Although this may seem unnecessary, there is evidence in many countries that higher education systems and institutions are not yet grappling effectively with several of the changes being ushered in by the developments described in this report. The AHERS will be ideally placed to facilitate discussion on these topics and begin proactive processes of analysing what effects they might have on higher education. Specific actions within an AHERS with regard to open licensing might include: • Highlighting examples of good practice to motivate institutions to adopt open access publishing and sharing/use of OER. • Ensuring that countries and institutions have in place robust, enforceable IPR, copyright, and privacy policies (addressing possible full-time, part-time and contract staff as well as students any and all of whom might become involved in a team-based curriculum and materials development process). • Determining the most cost-effective ways to facilitate the organization, electronic management, and online sharing of open access publishing and OER. Options would include hosting content on institutional servers, establishing a shared repository for all higher education providers and 109 joining regional/global efforts to develop open access and OER repositories and directories rather than replicating these investments.305 A good way of motivating institutions and organizations to adopt OER policies and practices is for an AHERS to adopt an open licensing approach itself, thereby modelling and encouraging a culture of sharing. Thus, in this regard, to adopt and support the use of content management and authoring tools (web content editing tools, content management systems), templates, and toolkits that facilitate the creation of adaptable, inclusively designed educational resources would be a good starting point for an AHERS. Any new materials commissioned for development by the AHERS should be licensed under a suitable Creative Commons licence so that they can be freely copied and adapted, by the public, but with proper recognition. Examples of organizations that have adopted such an approach include the World Bank, Saide, and CoL. For example, CoL’s OER policy encourages and support governments and institutions to establish supportive policy frameworks to introduce practices relating to OER and releases its own materials under the most feasible open licenses including the Creative Commons CC-BY-SA license (see http://www.col.org/progServ/policy/Pages/oer.aspx for more details). 7.1.2.4 Developing Appropriate Policies and Plans An AHERS can play an active role in promoting the development of both national and institutional ICT policies and strategic frameworks that consider the role of ICT, ODL, and OER in curriculum delivery. Using the detail presented in the above report and several other related resources (see Report Reference List) might form a useful guide for effective policy development. It is especially important to ensure that these policies and plans, at the very least, invest in ongoing policy cycles of planning, implementation, reflection, refinement, effectiveness, and user acceptance. They should ideally also include performance indicators so that progress can be measured. At the continental level, the African Union can be a driver of the connection between higher education and ICT. Already, this relationship can be see through the Second Decade for Education in Africa (2006-2014) Plan of Action that stipulates that ICT development in higher education should be pursued.306 This is meant to motivate regional and national governments to undertake initiatives in this area. Continental partners could work with the AU to develop a continental strategy document for integrating ICT into higher education. African leaders could also benefit from access to a dynamic repository of policy frameworks, case studies of African and international experience, legislative frameworks, and monitoring and evaluation outcomes relating to the use of ICT for education and development, as they could learn from best practices and understand the necessary policy mechanisms required to build ICT capacity in higher education. Bandwidth options, the legislative frameworks for telecommunication licences, and how to enforce e-rates and social service delivery, while keeping these attractive to private sector investors and companies, are also important topics that policy makers could consider. The following questions, amongst others, may be useful to assess whether national and institutional ICT and education policies are effectively considering use of ICT, ODL, and OER: 305 United Nations Educational, Scientific and Cultural Organisation (UNESCO) and Commonwealth of Learning (COL) (2011). Guidelines for Open Educational Resources (OER) in Higher Education. Retrieved from http://unesdoc.unesco.org/images/0021/002136/213605e.pdf 306 African Union. (2006). Second Decade of Education for Africa (2006-2015 ) Plan of Action revised August 2006. Tertiary Education, Activity Nine. Retrieved from http://www.nepad.org/system/files/Second%20Decade%20of%20Education%202006-2015.pdf 110 1) Do investments in ICT and ODL in higher education involve long-term planning that take into account necessary investment and ongoing sustainability? 2) Do policies and plans consider how technologies can be used to improve the efficiency of operations of the underlying systems of education? In particular, do they make provision for investments in developing/deploying applications that significantly improve the quality of management information systems (at national and institutional level) and the ability to use these systems to support strategic decision-making and policy implementation; and contribute to stimulating free flow of information throughout the education system? 3) To what extent do current policies motivate educators to invest at least a portion of their time in creation of effective teaching and learning environments within courses and programmes, and development, sourcing and/or adaptation of high quality teaching and learning materials? 4) Is the country/institution tackling ICT and/or ODL human skills capacity shortfalls by establishing institutional support and training strategies and, where appropriate, dedicated units? 5) Do national and institutional policies and practices reward creation of materials more highly than adaptation of existing materials? How much is collaboration valued? 6) What is an appropriate starting point for initiating a sharing culture and encouraging movement towards sharing of OER and open access publishing? 7) Are curriculum producers equipped to design or adapt educational resources so that they can be easily modified, adapted, and reconfigured for a variety of delivery mechanisms or learner needs? 8) Do higher education managers and stakeholders understand copyright issues and the different ways in which they can harness openly licensed resources? 9) Recognizing that teaching ‘ICT literacy’ is not sufficient, and that higher order skills of how to participate as citizen, worker and scholar in a knowledge society are required, are institutions developing curricula that develop the following skills in learners: a) Information, visual, and technological literacy; b) Skills to create meaningful content with today’s ICT tools; c) The ability to read and evaluate what is read; d) Writing and communication, especially the skills of ‘complex communication’, or making effective oral and written arguments and eliciting information from others; e) The use of abstract models; and f) Expert thinking, the ability to solve problems that lack explicit rules-based solutions? 10) Do technologies adhere to common open standards that facilitate integration and interoperability? 11) Are adequate systems and structures in place to prevent cyber attacks and viruses from destabilizing networks? 12) Is the quality of ICT, ODL, and OER initiatives and activities benchmarked regularly against international studies, standards, and best practices? 7.1.2.5 Building Capacity There are many ways in which an AHERS can contribute to building capacity in ICT, ODL, and OER, of course working in partnership with those agencies and institutions already active in these areas on the continent. These might include: • Developing common, openly licensed course and programme materials that can be adapted and used in professional development initiatives; • Supporting the aggregation and release under open licences of digital learning resources produced in African countries in order to widen and deepen the pool of available educational content that is specifically designed with African educational contexts in mind; • Supporting the development of National and Regional Research and Education Networks, and deployment of associated data networks and applications (grid-computing, video-conferencing, e-learning, and so on); 111 • • Developing the capacity of policy makers and regulators to enable them to establish more effective ICT in education policies, strategies, and regulatory frameworks; Investing in ongoing awareness-raising, capacity-building, and networking/sharing activities to develop the full range of competences required to facilitate more effective use of educational resources in education delivery. 7.1.2.6 Strengthening the Focus on Research Given the centrality of research to the concept of an AHERS, it is important that emphasis should be placed on research in the fields of ICT, ODL, and OER. Drawing on case studies and expertise existing in Africa, AHERS can, amongst other research activities: 7) Invest in a continuous process of research and evaluation of ICT-, ODL- and OER-related interventions in higher education. A key focus in this regard should be on ensuring that the resulting research is formally published, in order to widen access to knowledge from Africa (which, based on the literature reviewed for this report, remains relatively very underrepresented in global knowledge networks). Examples of relevant research questions might include: a) What role does collaboration play in stimulating innovation in the fields of ICT, ODL, and OER and how can collaboration be nurtured and maintained? b) How can ODL itself be used to develop competency in the development and delivery of ODL? What blended approaches could be effective? What programmes would be most effective for various groups such as educational leaders, teachers, technical support personnel, and learners? c) How can ICT, ODL, and OER be used nurture constructivist and problem-solving approaches to pedagogy rather than the teacher-centred approaches often employed in Africa? d) How can use of OER be implemented and maintained in Africa? Can these resources be localized and integrated into national education systems at a lower cost than developing them locally? e) Since mobile telephones have become ubiquitous in all African countries, how can mobile devices be used effectively to provide or support collaboration, social networking, and interactive learning? f) How can ODL and OER programmes be monitored and evaluated effectively? The dispersed population in many parts of Africa and the lack of accessible and reliable telecommunications can make it difficult to monitor and assess distance learning activities.307 g) How is growing access to low-cost devices shifting patterns of access in Africa and what implications does this have for African higher education systems and institutions? 8) Invest in knowledge-sharing events and innovative ways of publishing and distributing research findings, so that growing numbers of African professionals have access to research, monitoring, and evaluation findings, and are themselves producers of knowledge and lessons to share globally. 9) Support the development of regional, national, and institutional knowledge management systems and strategies to store, curate, and share educational content. Ideally, to ensure costeffectiveness, this would be done as part of a coordinated national, regional, or continental strategy and be done in partnership with emerging global OER networks and repositories. This should ideally be accompanied by ongoing investments to ensure that teaching staff have access to the necessary ICT infrastructure and connectivity to access the Internet and develop or adapt educational materials of different kinds. 307 Aderinoye, R., Siaciwena, R., and Wright, C.R.(2009).A Snapshot of Distance Education in Africa. The International Review of Research in Open and Distance Learning. Vol 10, No 4 (2009). Retrieved from http://www.irrodl.org/index.php/irrodl/article/view/764/1350 112 Ensure that donors and governments invest in open access journals that drive innovation and meet the needs of scientific research at institutions. 11) Develop resources that showcase and research best practices for integrating ICT, ODL, and OER into higher education, which can be shared across the continent. These can then be used to develop guides to integrating ICT, ODL, and OER into higher education, drawing on case studies and expertise existing in Africa. 12) Coordinate through appropriate partnerships, investment in pilot projects that test the use of new and innovative technologies, ensuring that these experiments are well evaluated and the results widely shared. As new educational opportunities emerge with the rapid development of technology, it is important that there are controlled ‘experiments’ occurring on a regular basis in order to test the potential educational applicability of these new technologies and approaches, examine their total cost of ownership, and establish their strengths and weaknesses. 10) The AU could play an important role in organizing and conducting monitoring and evaluation of regional and member state ICT initiatives. Particularly, the AU Observatory is well positioned to fulfil such a role and already does so in the context of the Second Decade of Education for Africa 20062014. Member states and Regional Economic Communities (REC) could work with the AU Observatory and its partners to develop a process and capacity for collecting information on efforts to achieve ICT in higher education (a key activity of the Second Decade Plan of Action). Here, a more comprehensive set of indicators for ICT in higher education could be established as a means to build understanding and awareness of successes and continued gaps. 7.2 Conclusion This report has aimed to provide a detailed summary of key activities, opportunities and challenges in African higher education with respect to the use of ICT, ODL, and OER in the sector. It has demonstrated clearly that ICT, ODL, and OER are an integral and essential part of the higher education landscape on the continent and that there are already several agencies and institutions actively involved in each field. It also becomes clear from this analysis that the three fields are closely intertwined, and all increasingly influenced by rapid development of technology and increasing penetration of low-cost devices and ever-cheapening connectivity. 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