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Deliverables specified in the project proposal

  • updated analysis of literature highlighting issues, barriers, opportunities and successes in the use of OER;
  • survey results will inform sector use and management;
  • a series of short case studies with examples from institutions that have adopted OERs in higher education;
  • a Feasibility Protocol for higher education institutions to inform policy development and to facilitate adoption, use and management of OERs;

Outputs identified by Evaluator not specified in the output statements / deliverables section of the project proposal

  • interviews
  • Preliminary analysis of results of Phase 1
  • Consultation symposium
  • Inventory of relevant policies

Issues and reflections

  • Clarify whether survey results are an output or outcome in the context of the project. Clearly the development of the survey is an output. --Wayne Mackintosh 01:22, 20 November 2010 (UTC)
  • With reference to the case studies, clarify:
    • Scope of a case study --Wayne Mackintosh01:23, 20 November 2010 (UTC) Template created at f2f meeting - Debbie
    • Format of a case study --Wayne Mackintosh01:25, 20 November 2010 (UTC) Template created at f2f meeting - Debbie
    • Are case studies restricted to Australia? --Wayne Mackintosh 01:23, 20 November 2010 (UTC). In terms of the project aims, case studies will need to be restricted to Australia. --Wayne Mackintosh 04:26, 29 November 2010 (UTC) - At face to face mtg team decided to use international examples of practice  - Debbie
    • Where will the case studies be used -- national symposium, feasibility protocol, or both? --Wayne Mackintosh01:26, 20 November 2010 (UTC) - Case Studies will form part of the final report - Debbie
  • Need to define the purpose and intended audience of the case studies. For example: Are these intended as exemplars of good practice for inclusion into the Feasibility Protocol?, Examples of key OER issues? or a Methodology for data collection for the research or all of the above?  --Wayne Mackintosh04:40, 30 November 2010 (UTC) Purpose is to illustrate benefits and lessons learned from existing practice - Debbie
  • Feasibility protocol is specified as an outcome. Recommend that this is removed from the outputs component. --Wayne Mackintosh 04:40, 30 November 2010 (UTC) - Recommend that the project distinguish between a draft feasibility protocol as an output and the final feasibility protocol as an outcome in the evaluation plan. Wayne Mackintosh 07:21, 30 November 2010 (UTC)
  • Clarify scope and depth and methodology of the FGIs, eg will they be filmed, will transcripts be produced for analysis etc. --Wayne Mackintosh04:40, 30 November 2010 (UTC)- There will be no focus group interviews, the team decided it woul dbe more efficient to conduct one on one telphone interviews, these will be recorded and transcribed for analysis - Debbie

Output statements and Key Performance Indicators

 Literature Review (Dissemination)

  • Consists of a series of conference papers, posters and presentations already specified in the project Dissemination Strategy
  • Consists of two journal articles and one book chapter in Phase 1 and one journal article in Phase 2.
  • Inventory of identified policy documents of Australian higher education institutions. A minimum of five polices will be identified from institutions in major states in Australia in order to provide the greatest possible contrast between states and types of tertiary providers. Policy search will target copyright policies, teaching material policy, IPR policies, and research policies.
  • An annotated bibliography database of 100 most relevant references in the field of OER.

Annotated Bibliography

  • 100 of the most relevant work, no older than 10 years
  • Bibliography resources selected using the methodology approved by the reference group.
  • Resources focused on the international and national literature surrounding issues, barriers, opportunities and successes in the use of OERs.
  • Individual annotation will have no more than 150 words.
  • Annotation will include: Purpose of the paper and its findings (if research); the type of research and research methods; its contribution to the OER movement, and relevance and relationships to other papers.
  • It will be available to the public via Wikiresearcher.

Examples of Practice

  • Develop four examples of practice (from each partner institution) of approximately 1500 words each as per agreed template, from public domain information
  • The examples of practice will be based on individual examples of institutions/organisations that are OER enterprisers around the world and approved by the reference group.
  • Examples of practice should highlight, amongst other things, their experiences, challenges and success while adopting and developing their OERs.
  • Examples of practice will be validated by a peer at each institution.


  • Ethics approval for data collection (for both the online survey and interviews) developed and approved by UNE Human Research Ethics Committee, with all implementations and refinements to the research plan as required.
  • Interviews will be conducted individually and via telephone.
  • Semi-structured interviews will be the interview format and they will take no longer than 30 minutes each.
  • Interview participants will compile a minimum of 10% of the survey respondents. With representation from each stakeholder group and no more than 30% of participants from a single institution.
  • Interviews will be digitally recorded and then transcribed.
  • Transcriptions will be sent to participants for confirmation and validation.
  • The interview report will consist of a two-page summary of the themes that emerged during the interviews.

Online survey report

  • Develop and administer an online survey requiring a completion time of approximately 10 to 15 minutes sent to 100 recipients, including senior management executives, decision makers, academic developers, lecturers, instructional designers, amongst others, targeting a response rate of 30%
  • Survey instrument approved by at least two-thirds of the reference group prior to adminstration of the survey.
  • Survey report will consist of a two page summary.

Draft feasibility protocol

  • Develop draft feasibility protocol framework approved by two-thirds of the reference group and peer reviewed by at least two senior tertiary education managers external to the project.
  • Consensus agreement on the definition and scope of the draft feasibility protocol evidenced by active affirmation by at least two-thirds of the members of the reference group.

Consultation symposium

  • Consultation symposium involving 50 participants. All states and territories invited.
  • Incorporating feedback into the refinement of the feasibility protocol

Final Report

  • 100 page report on the project findings including survey and interview findings, literature synthesis and feasibilty protocol.
  • Distributed to libraries and made available online.