OER Handbook/merged outline

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Note: This Table of contents has been deprecated. Please visit http://www.wikieducator.org/OER_Handbook/educator instead.

  • I took a stab at merging the original outline with the ToC from the UNESCO OER Toolkit Draft. In the process I moved things around a bit and there are a lot of comments (using Seth's [ ] convention). --Philipp 14:24, 25 January 2008 (CET)
  • Main change is the addition of publish/produce content. The earlier outline proposed a model that relied on accessing other peoples' content first, then remixing/localising it, and republishing. I think helping more people to publish their materials is also important - and might actually be easier to introduce than remixing other peoples' content. --Philipp 14:24, 25 January 2008 (CET) [I've sent an e-mail to address this, but I think it's a very good point. --Sgurell 00:48, 30 January 2008 (CET)]
  • Is it ok to use the term OER/resources rather than content --Philipp 14:24, 25 January 2008 (CET)
  • I also added some headings based on the discussion on DIY Resource in the UNESCO OER mailing list. More info is at [1] --Philipp 21:50, 28 January 2008 (CET)

Current planned structure [brackets proposed add ins]

Meta Pages

  • [List of contributors and contact information]
  • [Project milestone page]


  • Intended audience(s) [UNESCO 3.1]
    • Copied from UNESCO DIY OER:
    • For those that learn through reuse and remixing of educational materials
    • For informal experts and pro-ams (professional amateurs)
    • For users in low or no bandwidth remote areas
    • For those from cultures underrepresented in the OER movement
    • For those supporting poorly resourced educational institutions and novices
    • For special interest user groups and collaborators
  • Why OER? (both motivation and goals) [UNESCO 3.3]
  • A short history of OERs [UNESCO 3.1,3.2,3.4]
  • Models and approaches to OER development [I would break this down into lecturer-centered and student-centered to be practical / that's the structure we have used for the publish content section in the UNESCO document, also see below --Philipp 14:24, 25 January 2008 (CET)]
    • Cathedral and the Bazaar models of content
    • Producer - Consumer versus Collaborative peer production (Could be covered under Cathedral and Bazaar?)
  • Roadmap of the book's organization, including:
  • The OER Lifecycle [what is this? I've added a small explanation on the get OER page --Sgurell 22:46, 29 January 2008 (CET)]


[A few sub-sections appeared in multiple places, so I moved them here and added the sections on project planning and institutional readiness from the UNESCO outline. --Philipp 14:48, 25 January 2008 (CET)] [The original idea was to licensing follow the order of the lifecycle, since licensing affects all phases of OER development, I can see good reasons to put it here. --Sgurell 00:39, 30 January 2008 (CET)]

  • License Content
    • License compatibility
    • Creative Commons
    • GFDL
    • UNESCO DIY Resource:
      • "One of the things would be information about how to choose a license, and what the different options mean."
  • User Stories (or maybe clear, concise statements of different licensing perspectives)
  • Quality assurance mechanisms in peer-collaboration models
  • [UNESCO:]
  • 4 General notes on project implementation [UNESCO DIY Resource says "Flowchart / milestones / checklist: visual and quick way to get started / don't forget anything."]
    • 4.1 Project planning document
    • 4.2 Making the case
    • 4.3 Monitoring and evaluation / Measuring success
  • 5 Requirements, constraints and enablers
    • 5.1 Buy-in from senior management at your institution
    • 5.2 Embed use and publication of open content and materials in university policies
    • 5.3 Link to national or provincial policy goals
    • 5.4 Connect with other initiatives at your institution
    • 5.5 Collaborate with others outside of the university
      • UNESCO DIY Resource calls this "Access to support networks"
      • Who should be willing to help you, categorized by online volunteering to pro services.
      • We might also benefit from a centralized list of listserves, research orgs, and other groups of interest through which we can contact the greater learning community and become stimulated and enriched. I personally have benefited greatly by the three or four newsletter and groups in which I participate.
      • The importance of having links or a global network of willing people to provide support, guidance or are simply willing to answer queries that existing or potential OER users or developers want to know. This way it would be easy for potential users or developers to locate people from their areas (if any). Maybe an interactive global map or simply a text-based A-Z nation list of people with expertise (with a bit of metadata about their expertise) would help to get the ball rolling.
    • 5.6 Funding and Sustainability [do we want a separate section on this? I think it is a big enough issue that it probably warrants its own section --Sgurell 00:39, 30 January 2008 (CET)]

Get OERs

  • Searching and finding [UNESCO 7.1][Also mentioned in UNESCO DIY Resource]
  • Services/tools across multiple sites
  • [List of "resource" sites] [UNESCO 7.1.1-7.1.4]
    • Wikipedia
    • WikiEducator
    • Wikiversity
    • Connexions
    • Flickr
    • Creative Commons search
    • Internet archive
    • Project Gutenberg
  • Preferred formats (Interoperability) [In the UNESCO doc we have this under publishing rather than getting other peoples' materials? 6.6.3]
  • Accessibility
  • User Stories

Publish OERs [UNESCO Section 6]

  • 6.1 Different publishing strategies (learner-centric vs. lecturer-focused)
  • 6.2 Deciding which content to publish
  • 6.3 Licensing guidelines [This could be pulled up now?]
    • 6.3.1 Copyright alternatives – Creative Commons and other licenses
    • 6.3.2 Clearing copyrights
    • 6.3.3 Get legal advice from the experts
  • 6.4 Training and support
  • 6.5 The project team
  • 6.6 Technology
    • 6.6.1 Publishing platforms / Repositories
    • 6.6.2 Web traffic analysis
    • 6.6.3 Standards and interoperability
    • 6.6.4 Course and content production tools
    • 6.6.5 Social learning, Social networking tools
    • Notes on technology from the UNESCO DIY Resource:
      • I like to have information on the portal that will help me make decisions in selecting technology/tools - from the demand of hardware, the ease of mirroring to a local server (always take low-bandwidth into consideration), to the ease of localization to another language.
      • As for helping people get comfortable with some of the open software and websites - perhaps it would be beneficial to include some short videos on setting-up and working with the programs.
      • Then one thing I really like to know is some sort of comparative table that lists the different technology, the skill sets needed to use those technology, the pros and cons of each technology, especially in relation to 1) how the content could be easily replicated/mirrored to remote servers and 2) how easy it is to localize the content (if not to facilitate, at least not to hinder) .
  • 6.7 Case-studies and examples
  • 6.8 Step-by-step

Use Content

[I think the following sub-sections could be pulled together under Use Content (localising, remixing, etc.) --Philipp 14:48, 25 January 2008 (CET)]

[A number of things appear multiple times (translation etc.) - maybe a different structure could help avoid that? --Philipp 14:48, 25 January 2008 (CET)] [Maybe the solution is to have a three parts. The first section applies to both localizing and remixing, a localizing only section and a remixing only section. --Sgurell 23:01, 29 January 2008 (CET)]

  • Upload/import course materials into a course management system/virtual learning environment
  • IMS discussion? [Have this under Technology/Publishing OER in UNESCO 6.6.3]
  • Authoring Courses from Content across Many Sources
  • [Best practices?]
  • Accessibility
  • Low bandwidth/mobile versions
  • User Stories
  • 7.2 Local hosting of materials [UNESCO]
  • 7.3 Integrating OERs in teaching and learning [UNESCO]
  • * 7.3.1 Learner perspective [UNESCO]
  • * 7.3.2 Lecturer perspective [UNESCO]
  • [Do we need another technology section here?]

Localize Content

  • Creating a Curriculum and Bundling OER/Resources
  • OER/Resources translation
  • Linking between versions
  • Low bandwidth/mobile versions
  • Offline versions
  • Creating a custom course (for oneself as a learner)
  • Tools
    • Make-A-Path?
    • Social bookmarking
    • eXe
    • Burrokeet
    • Audacity
    • Dotsub
  • Preferred formats (Interoperability) [UNESCO 6.6.3 / already covered above]
  • Accessibility
  • User Stories

Remix Content [Isn't this very similar to localising?] [see the introduction for an OER lifecycle --Sgurell 00:59, 30 January 2008 (CET)]

  • Creating a Curriculum and Bundling OER/Resources
  • OER/Resources translation
  • Low bandwidth/mobile versions
  • Offline versions
  • Sharing and remixing rich media
  • Accessibility
  • User Stories


  • Encouragement and practice
  • Additional resources
  • [UNESCO 8 The future of open education]


[Other UNESCO sections:]

  • 9 References
  • 10 Additional resources
  • 11 Annex A Licensing overview [maybe not needed here? Probably not needed --Sgurell 23:01, 29 January 2008 (CET)]
  • 12 Annex B Del.icio.us Links (oer-toolkit) [Since the del.icio.us links are always changing, why don't we select the best and most stable and include those (for print purposes when publishing the guide, though I think we should still work on a feed for the OER Handbook page.) --Sgurell 23:01, 29 January 2008 (CET)]

[Other UNESCO OER DIY sections:]

  • Literature on OER [maybe some of the emerging academic literature?]
  • Collaborative content development [this is a really important point, but I am not sure where to put it --Philipp 21:50, 28 January 2008 (CET)]
    • One recommendation we've received and are currently working toward is a request that we help broker the partnerships. I get frequent calls from faculty or developers saying things like, "I want to generate an online course in history. Do you know anyone else at another institution I could partner with who has a similar interest?" Essentially we are being asked to support a matchmaking service. [I don't know that this issue can be addressed in the handbook, but we may be able to address it another way. --Sgurell 23:01, 29 January 2008 (CET)]

Organisation of the materials

[The discussions of a DIY Resource not only looked at content, but also how the content should be made available. We should try to take these ideas into account:--Philipp 21:50, 28 January 2008 (CET)]

  • Available for offline users / Enable packaging and distribution for offline use
  • Translation - Content should exist in multiple languages
  • Facilitate searching

[Other ideas were less concrete, might be difficult to realise technically, or area already being implemented:]

  • Organise hierarchically
  • Provide different lenses through which to access the content (different users will see different things)

[This was under re-distribution / not sure where this should go now --Philipp 14:24, 25 January 2008 (CET)] [These items will likely go under the publish section. --Sgurell 00:39, 30 January 2008 (CET)

[List of possible websites/venues]

  • TeacherTube
  • YouTube
  • Flickr
  • OCW
  • Moodle
  • Mediawiki
  • Wordpress
  • Odeo

User Stories