September 3, 2015

Book review: A History of the Open University

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The image is of Robin Wilson, an OU math lecturer (and incidentally the son of Prime Minister Harold Wilson, who helped create the OU). The floral shirt was de rigueur in the early 1970s (I had one myself).

The image is of Robin Wilson, an OU math lecturer (and incidentally the son of Prime Minister Harold Wilson, who helped create the OU). The floral shirt was de rigueur in the early 1970s (I had a few myself).

Weinbren, D. (2105) The Open University: A History Manchester: Manchester University Press/The Open University, 274 pp + notes, £18.99, C$31.61, US$22.30 (paperback edition)

Why you should read this book

From the book cover:

This analysis of the Open University’s precedents, personalities, politics and pedagogies contextualises learners’ experiences and illuminates the change in the values of our society, our ideas about learning and our use of a variety of media.

Despite the florid writing in the publisher’s blurb, this is an accurate summary of the importance of this book, which should be read by anyone interested in open learning, distance learning, equality of access to higher education, changing pedagogies, the role of media in teaching and learning, the politics of creating radically new institutions of higher education, how higher education has changed in terms of value and purpose over the last 45 years, and, most important of all, how open learning can truly transform the lives of individuals.

What the book covers

The book is in four parts, which I will briefly summarise.

Part I: Creating a university of the air

This part covers the origins of the university within the socio-political context of Britain in the 1960s and early 1970s. It is a fascinating story in itself, of how a Labour Prime Minister, Harold Wilson, and Jennie Lee, his Under-Secretary of State in the Department of Education and Science, drove through their vision of a technocratic university for the masses, how the original vision was modified from a University of the Air to a multi-media university, and how the university survived a change of government which brought Margaret Thatcher and the Conservatives to power in the year that the OU opened. This is mandatory reading for policy wonks interested in how to bring about radical change in higher education.

Chapter 1 provides a broad overview of the challenges, developments and successes of the university over its 45 years existence. For those without the time to read the whole book, this chapter provides a useful encapsulation of the main points covered later.

Chapter 2 provides a more detailed account of the creation of the university, covering the political, socio-economic, pedagogical, and media components. It should be noted that many commentators believe that the Open University was ‘the most original innovation in 20th century British higher education’ and a ‘national treasure.’ This chapter helps to explain why.

In this part of the book, Weinbren captures well the social and political conditions, and above all the idealism and philosophies, that underpinned the creation and establishment of the Open University.

Part II: The first two decades

It is one thing to create a new institution; it is quite another to make it work. Indeed, the author notes that other attempts at innovation in higher education, such as the UK Open Polytechnic and the OU e-University, failed dismally after being created.

This part looks in detail at the governance and administrative structures, the role of academics, tutors and counsellors, the pedagogical models, the use of media, and the regional structure.

Weinbren points out that the intention from the start was to develop a degree-granting university with the highest possible academic standards:

Jennie Lee was adamant that the OU should be comparable to other universities in terms of its academic standards, rather than merely representing an educational second chance for the marginalised.

One reason for the OU’s relatively quick acceptance by the rest of the UK higher education sector was the high quality of the course materials which were used extensively by professors (and students) in the other universities. Another reason was the widespread engagement of academics from other universities as tutors or external examiners, who were often initially surprised by the quality of work produced by OU students.

Weinbren addresses particularly well the challenges the OU faced in terms of scale and the need for learner support for students working alone all over the country. (The OU started on day one in 1971 with 25,000 students and has grown since to 150,000 undergraduates and 30,000 postgraduates in 2014, with almost as many taking non-credit courses or modules.)

Weinbren, like the OU itself, struggles with integrating the competing pedagogical philosophies of behaviourist approaches to the design and development of high quality, mass-produced, course materials, and  learner-centred approaches based on face-to-face tutorials and summer schools. Overall, though, he emphasises that the fundamental pedagogical approach of the OU is focused on students developing personal meaning through interaction not only with course materials but also with faculty/tutors and other students, both face-to-face and later online. He describes with clarity how the often changing and complex learner support systems worked.

This chapter also explains why the Conservatives under Mrs. Thatcher continued to support the OU, despite concerns from some Ministers and the national press about ‘Marxist bias’ in its publicly available materials (especially the broadcasts). Thatcher had little time for traditional universities and saw in the OU a chance for reforming and galvanising the higher education system, especially with regard to improved cost-effectiveness.

This chapter also discusses the rapid development and changes in the use of media at the OU, with broadcasting over time playing a less direct role in teaching, greater use of recorded media such as cassettes, and the development of home experiment kits for science and technology courses.

Part III: The OU since the 1990s

This part is much influenced by the many changes since 1990 in the overall higher education system in Britain, and the consequent attempts by the OU at adaptation and accommodation to such changes. The key change has been the shift from direct government funding for teaching and learning to funding largely through student fees supported by loans (the OU now relies almost entirely on student fees), and the attempt by governments (both Labour and Conservative) to introduce more competition between universities and a more ‘market-oriented’ approach. This has resulted in the OU being treated as just any other university by government, rather than the special and separate treatment it received in earlier years.

Also over the past 45 years, the whole HE sector in the UK has expanded rapidly, making access at least theoretically more open to a much higher proportion of the population. Another important development has been the increased use of online learning by conventional universities. Together these have eroded some of the unique differences and advantages of the OU over the rest of the system.

The OU has responded to these changes in a number of ways, including:

  • expanding its international reach, especially but not exclusively in the rest of Europe;
  • the development of continuing education courses and modules;
  • more diversification regionally to respond to national political devolution;
  • contracts with non-commercial agencies, such as the National Health Service, as well as commercial organisations
  • leading the charge to quality assurance processes;
  • moving increasingly to online learning, and in the process, reducing dramatically the high-cost summer schools and face-to-face tutorial support; and integrating the role of counsellors with that of tutors;
  • increased use of learner-centred and project-based learning;
  • creation of open educational resources, such as FutureLearn and BBC/OU programs aimed at the general public.

Although Weinbren does a good job of covering the increasingly diverse and wide-ranging activities of the OU in the years from 1990 to the present, the OU’s unique role and place in the UK HE system becomes inevitably more fuzzy and its future direction less clear. However, the same criticism could apply to the whole of the UK HE sector, which seems to be increasingly forced back to a highly selective and tiered system, by government policies based on a more commercialised and employer-focused view of higher education. The OU’s place in such a system is by no means clear.

Part IV: Half a century of learning

This is a truly wonderful chapter about the student experience at the OU and lets students speak in their own words. This chapter helps explain why the OU is such an iconic component of British culture, and why it is so loved by students and staff alike (it consistently comes out top in student satisfaction in annual surveys of British universities). More importantly, this chapter clearly demonstrates how the OU has changed millions of students lives for the better.

Weinbren looks at several aspects of the student experience. While the OU has a very broad mix of incomes and occupations, it has opened up higher education particularly to working class families, students with disabilities, prisoners, those without high school qualifications, and above all to women. In this sense it is a truly open university, offering not just opportunities but also qualifications and realistic chances of success for everyone.

Weinbren illustrates how important the OU has been to women, particularly in the early year of the OUs, in terms of personal development and increased self-esteem. The importance of summer schools for engaging students and making them feel part of a university community is particularly well described. I also read with great interest how the OU enabled both Republican and Loyalist prisoners in Northern Ireland ‘to develop political confidence and an understanding of methods other than violence’, some going on to become politicians following the Good Friday Agreement of 1998.

Above all, this chapter provides an excellent antidote to the current market-oriented and functional philosophy of higher education now so prevalent in Britain and elsewhere. If you can read only one chapter, this is the one.

Personal reflections on the book

The OU was a very important part of my life for 20 years. I was one of the first staff appointed in 1969, and I ended up doing at one time or another research and evaluation into the educational effectiveness of different media (including the BBC television and radio programs), designing and writing course units, marking student assignments, directing summer schools, and attending endless meetings about policies, directions and the use of media. I left the OU in 1989, partly because I was frustrated that it wasn’t changing fast enough, particularly with regard to the use of online learning. It’s hard for me then to be objective in reviewing Weinbren’s book and even more so in assessing the contribution of the OU to higher education.

Nevertheless, the book captures wonderfully my lived experience of the OU, especially the student response. Weibren has blended together an impeccable range of resources, anecdotes, events and above all personal contributions from academics, staff and students at the OU into a well-written, captivating chronicle that reflects the spirit as well as the history of the OU.

There are criticisms, of course. At times, it becomes a hagiography of an institution (if that’s possible). Weinbren does describe the many criticisms of the OU, but always provides a contradictory positive contribution to offset each criticism. In particular, he could have been harsher about the OU’s increased bureaucracy and sclerosis as it has become older. True, there have been many innovations, for instance, in the use of technology, but changing its cumbersome and now outdated course development system has proved to be extremely difficult. Although it was one of the first institutions to adopt online learning, it has been a real struggle to make it a central rather than a peripheral part of the teaching system.

More importantly, Weinbren does not look into the future, yet there are surely lessons for the future from his book. The OU is facing an almost existential crisis, with many competitors, a very difficult financial situation, and massive changes and innovation going on elsewhere in the UK higher education system. What is the role of the OU in the 21st century? In what ways can it continue to provide a unique and valuable contribution? What teaching model will best meet the needs of its students in the 21st century? This is probably another book altogether, but Weinbren is particularly well placed to ask and address these issues. As I say to Ph.D. students, the conclusion is your chance to let rip and say what you really think now you have established your credentials. It’s a pity that Weinbren did not take this opportunity, but he has probably other means to let his views be known.

These though are minor caveats. Weinbren has undertaken an extremely challenging task and met the challenge superbly. I hope you will enjoy the book as much as I have. More importantly, there are very important lessons to be drawn from this book about the nature of university education, equity, and government policy toward higher education.

Graphics and online learning: a guide

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An example from Jake Huhn's article

An example from Jake Huhn’s article

Huhn, J. (2013) A Guide to Superior e-Learning Graphics, BottomLine Performance, August 10

For those instructors or faculty new to online or blended learning, this is a very useful preliminary introduction to the importance of good graphic design for your online learning materials.

However, my advice is to team up with a graphic or web designer with experience in online teaching, before doing any development of materials. Not only will this save you a great deal of time in the long run, but it will also ensure that your materials look good and more importantly, students will learn better or more quickly as a result.

If you have a Centre for Teaching and Learning or a Learning Technology unit, they should have such specialists. It would also be sensible to make sure that an instructional designer also attends your first meeting, as their skills are somewhat different, although related.

I cannot stress though how important design is for online learning. Design includes the choice of ‘shell’ for your course in a learning management system (yes, you usually do have a choice!), font style and size, and general layout of web pages, as well as more detailed design issues such as consistent use of colours, placing and sizing graphics, and choice of tools for you to draft or create your own graphics.

This is why you should work with professionals trained in these areas if you can. If not, spend some time learning about basic design principles – and this article is a good start.

 

Who are your online students?

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Student at computer at home 2

Clinefelter, D. L., & Aslanian, C. B. (2015). Online college students 2015: Comprehensive data on demands and preferences. Louisville, KY: The Learning House, Inc.

The survey

This is an interesting report based on a survey of 1,500 individuals nationwide (USA) who were:

  • at least 18 years of age;
  • had a minimum of a high school degree or equivalent;
  • and were recently enrolled, currently enrolled or planning to enroll in the next 12 months in either a fully online undergraduate or graduate degree program or a fully online certificate or licensure program.

Main findings

This is a very brief summary of a 53 page report packed with data, which I strongly recommend reading in full, especially if you are involved with marketing or planning online programs or courses, but here is a brief tasting menu:

1. Competition for online students is increasing

Data from the National Student Clearinghouse Research Center (2015) show that college enrollments [in the USA] declined by close to 2%, yielding 18.6 million college students today. About 5.5 million of these students are studying partially or fully online. At the same time, competition for these online students is increasing. Between 2012 and 2013, 421 institutions launched online programs for the first time, an increase of 23% to 2,250 institutions.

2. The main motivation for online students is to improve their work prospects

Roughly 75% of online students seek further education to change careers, get a job, earn a promotion or keep up to date with their skills…..Colleges that want to excel in attracting prospective online students must prepare them for and connect them to the world of work.

3. As competition for students stiffens, online students expect policies and processes tailored to their needs

For example, the amount of transfer credit accepted has consistently been ranked one of the top 10 factors in selecting an institution.

4. In online education, everything is local

Half of online students live within 50 miles of their campus, and 65% live within 100 miles….It is critical that institutions have a strong local brand so that they are at the top of students’ minds when they begin to search for a program of study.

5. Affordability is a critical variable

Forty-five percent of respondents to the 2015 survey reported that they selected the most inexpensive institution. … Thus, it is not surprising that among 23 potential marketing messages, the most appealing were “Affordable tuition” and “Free textbooks.”

6. We could do better

21% reported “Inconsistent/poor contact and communication with instructors,” and 17% reported “Inconsistent/poor quality of instruction. ” More contact with regular faculty was requested, especially as advisors.

7. Blended learning is an option – for some

About half of the respondents indicated they would attend a hybrid or low-residency option if their program was not available fully online. But 30% said they would not attend if their program was not available online.

8. The program or major drives the selection process.

60% indicated they selected their program of study first and then considered institutions.

9. Online students are diverse

Online students have a wide range of needs and backgrounds. Even the age factor is changing, with more and more students under 25 years of age choosing to study online for their undergraduate degrees.

10. Cost matters

Undergraduates reported paying $345 per credit, and graduate students reported paying $615 per credit, on average (equivalent to around $25,000 for a full degree). Applicants need clear and easily accessible information about the costs of studying online and the financial aid rules regarding online students.

As I said, this is just a taste of an information-packed report, which is useful not only to those marketing programs to students, but also for convincing faculty of the importance of online learning.

But remember: this is a study of online students in the USA. There may be problems in generalising too much to other jurisdictions.

 

 

Teaching in a Digital Age: issues with Kindle?

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I have had someone say that although they were able to download my book, Teaching in a Digital Age, to their Kindle in mobi format, it opens at Chapter 10 instead of at the start (the cover page).

If anyone else has had the same problem – or others with the mobi version – can you please let me know by e-mail (tony.bates@ubc.ca)?

Thanks!

Book review: Teaching and Learning in Digital Worlds

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Workspace in the EVEA3D platform

Workspace in the EVEA3D platform

Gisbert, T. and Bullen, M. (2015) Teaching and Learning in Digital Worlds: Strategies and Issues in Higher Education Tarragona Spain: Publicacions Universitat Rovira i Virgili (pdf version available online for 2.84 Euros).

What the book is about

From the Introduction

[The book] examines the teaching and learning process in 3D virtual learning environments from both the theoretical and practical points of view. It is divided into four sections:

  • the first section discusses education in the 21st century from the perspective of learners in a digital society and examines the basic competences students need to respond to the personal and professional challenges they are likely to face. It also explores the issue of quality…..
  • the second section focuses on the educational and teaching strategies higher education professionals must take into account when developing educational processes in technology environments…in such environments simulation will be our best teaching strategy and evaluation our greatest challenge.
  • the third section explores the use of 3D virtual environments in education in general and in higher education in particular….
  • The fourth section examines the range of experiences we consider to be good practice when applying 3D technological environments to the teaching of competences at secondary and tertiary levels of education both nationally and internationally.

However, this doesn’t quite capture for me what the book is really about, so I will discuss a little more closely below some of the themes addressed by individual chapters.

As a point of clarification, I will use the term ‘immersive environments’ as a shorthand to describe simulations, games and virtual reality, a point I will come back to in my comments at the end of this post.

Who wrote it

The book is edited by Mercè Gisbert of the Universitat Rovira i Virgili in Catalonia, Spain, and Canadian Mark Bullen, formerly of the University of British Columbia and the Commonwealth of Learning. However, the majority of chapters are based on a study (Simul@) funded by the Spanish Ministry of Education and coordinated by Universitat Rovira i Virgili, but involving universities in Spain, Germany, and Portugal, thus providing a valuable insight into the thinking about immersive environments for education in Europe.

Full disclosure: I wrote a short prologue for the book.

Themes covered in the book

Rather than a chapter-by-chapter summary, I have selected certain themes that re-occur through the book.

1. Digital learners

There is a lot of discussion in the book about the nature of digital learners and their ‘readiness’ for learning through digital technologies. In particular, Bullen and Morgan summarise the conflicting views and the research around digital natives and digital immigrants, and provide a more ‘nuanced’ profile of categories of digital learners.  Martinez and Espinal in their chapter provide a detailed description of digital competence and how to assess it. Throughout the book there is emphasis on the need to ensure that learners have the necessary ‘digital competences’ to benefit fully from the use of immersive technologies for learning purposes (although the same applies to teachers, of course). For instance, de Oliveira et al., in their chapter, identify various components of digital competences.

2. Competences

One of the strengths of the book is that several authors make the point that the main educational value of immersive learning environments is for the development of ‘general competences’ such as learning to learn, teamwork, communication, problem solving and decision-making. Astigarraga provides a very good overview of the definition, identification and evaluation of competences, and Isus et al. develop this further with a chapter on evaluating the competences of teamwork and self-management. Larraz and Esteve devote their whole chapter to evaluating digital competence in immersive environments. These chapters will be valuable for anyone interested in competency-based learning, whether or not using immersive learning environments.

3. Key educational principles and affordances of immersive technologies

Another strength of the book is that several authors related the features of immersive environments to possible educational affordances, and the educational principles needed to exploit such affordances. Camacho and Esteve-Gonzáles have a list of 14 educational reasons for using immersive environments for learning and Cervera and Cela-Ranilla have collated from the general research literature about 15 key pedagogical principles ‘to be observed during learning processes’ when using immersive technologies for learning purposes.

4. Planning and implementing virtual learning environments

Towards the end of the book there are several chapters focusing on more practical issues. Marqués et al. describe the planning and implementation of a virtual world built in Sloodle, which combines OpenSim with Moodle, for educating both physical education and business management students. Estevez-González et al. take this further with a chapter on the tools used in Sloodle and the necessary steps needed to integrate OpenSim and Moodle. Lastly, Cela-Ranilla and Estevez-Gonzàlez provide an educational rationale for the design of the project. Garcia and Martin set out a design methodology for an immersive learning environment.

5. Experiences and good practices

The book ends with five chapters that describe actual applications of immersive learning environments, including PolyU developed at Hong Kong Polytechnic University (hotel and tourism management), a review of applications in economics and business courses, the use of an educational platform Virt-UAM developed at Universidad Autònoma de Madrid, and applications in law and psychology, and lastly a review of applications in secondary/high school education.

Critique

First, this is a very welcome and timely publication for several reasons:

  • it sets out very clearly the pedagogical rationale for the use of immersive learning environments;
  • it links immersive technologies very strongly to the development of competences;
  • it provides practical advice on the planning and implementation of immersive learning environments;
  • it provides a welcome European perspective on the topic.

From a personal perspective, it complements very nicely my own open, online textbook, Teaching in a Digital Age, where, because of space and time issues, I was unable to give this topic the treatment it deserves. Although not an open textbook, it is very accessible, available online for less than three euros ($3-4).

Given the book is mostly written by people for whom English is a second language, the chapters are clearly and well written, mostly free of the European English associated with European Commission projects.

Nevertheless, the European Commission has adopted the term competence rather than competency, which really irritates me, and this term is used throughout the book, when what the authors are really talking about are skills. Competent is an adjective meaning a minimal capacity to do something; incompetent is more frequently used in English English, and it is used to describe inadequacy. What we are really talking about here are skills, not competence. Skills have no limit, while competence tends to be categorical: you either have it or you don’t, which is why competency-based learning often requires 100% pass-rates. But skills such as problem-solving can get better and better, and that’s what we should be striving for in higher education, not a minimal pass requirement.

The editors have done a good job in ensuring that there is a coherence and progression between the different chapters, always a challenge in a multiple-authored book. However, I would have liked a summary chapter from the editors that pulled all the threads together, and also some more information about the authors.

The books strength and its weakness is the academic nature of the book, with more focus on theory, competences and affordances, and less on the actual technology design issues, although to be fair these start to appear at the back of the book. I would have liked to have seen more integration in the writing throughout the book between theory and practice.

The main omission is any discussion of costs in planning and developing immersive learning environments, which are time demanding of both learners and teachers. There are clear economies of scale that need to be employed to justify the high cost of initial design. If a virtual world and allied teaching strategies can be shared across several courses or even disciplines, the cost becomes more acceptable. There is also a high cost for students in terms of the time needed to master the technology and its educational applications if they only get one course in a virtual world. So it is a pity that there was so little discussion of costs and time in the book, and about the transfer of innovation into mainstream practice, which are significant challenges for the wider adoption of immersive technologies in education.

Nevertheless, this is a book I would highly recommend to all concerned about the implications of technology for learning design. Virtual learning environments hold great promise. We need more concerted efforts in higher education to use immersive learning environments, and this book is an essential guide.