Let me begin by suggesting a different question than “Do Open Educational Resources actually increase the digital divide?” Instead, let me ask: How can OERs be used to reduce the digital divide? Or more importantly, how can OERs be used to increase the opportunities for everyone to maximize their potential? To me, that is the underlying criterion we should use to determine which innovations for learning are desirable, and which ones are not.

Let’s begin by stipulating that the deep divides that are increasing today throughout the world, between the “have’s and have not’s”, create dangerous instabilities that impact all of us. Let’s also stipulate that, as with free public education and free public libraries, OERs are, in and of themselves, a good thing. Widespread free access to basic information forms the foundation of a sustainable society. OERs may become a key driver for the next stage in the evolution of public knowledge and democracy.

However OERs require a delivery system and an environment that enables people to take advantage of them. To the extent these conditions are unevenly available, OERs can indeed increase the opportunity divide and destabilize societies.

To be effective, an educational system must involve a comprehensive, systemic approach. No one piece, by itself can do the job. First, we need learners who are fed, healthy, and safe. Then we need access to quality content that is aligned with the goals of the society’s educational system, including its examinations and certificates, plus teachers who are comfortable with and able to employ effective approaches to learning and the technical infrastructure required to sustain the physical and social learning system.

Let’s look at these three parts.

1. Content

Content can be divided into two categories: “Just in Case” –available in case you might want it, and “Just in Time” –available when you need it to learn something or do something. There are lots of “Just In Case” OERs in the Cloud. That is really nice to have.

Just in Time (JIT) materials, on the other hand, are scarce. They are essential for learning that is aligned with specific educational goals and outcomes. Materials that are engaging but lack such alignments are doomed to be ignored by everyone – except possibly the students. The development of JIT resources is inherently a local task that is difficult and expensive. In addition, such OERs conflict with the interests of for-profit publishers who traditionally have provided closed educational resources. Nevertheless, given the rapid global expansion of OERs in higher education, I believe there is a good chance that, in time, OERS will become the dominant mode for elementary, secondary and continuing education as well. We should strongly support the development of high quality JIT OERs for basic learning.

2. Teachers

There are simply not enough teachers, let alone effective ones, to meet the growing demand for them in the developing world. I recently heard of a region in Ghana where teachers may have over 100 students in their classes. Some elementary schools in Rwanda have two half-day sessions. Often the teachers have barely graduated from high school, frequently at the bottom of their class. Many require a second job because of their meager salaries. They tend to leave for a better job as soon as they can. However a quality educational experience requires teachers who are skilled at supporting learning, and who convey to their students that they are valued and are expected to do well.

To respond to this challenge, Open Learning Exchange Ghana is launching an innovative program for learning how to learn. The Ghana LITE program employs a low-cost multimedia digital library called a School BeLL (Basic e-Learning Library) containing videos and materials for coaching teachers and students together. The class will see videos of highly effective project-oriented learning and will be given the materials needed to try these new ways of learning. After practicing, they will video themselves trying it out and seeing the differences between their own efforts and the model. This is an example of how OERs using cost-effective ICT can improve teaching and learning.

3. Technology

Today the ICT systems needed for delivering OERs are not available to the vast majority of people throughout the world. Close to 90 percent of our world’s children have no access to OERs today. Most do not have electricity. So we have some work to do.

And it is not simply a matter of providing the hardware. Educational technology has a long history which is not that impressive. Many promises have been made but, so far, there is only scattered evidence of effectiveness. Teaching machines go back to Pavlov and the Skinner Box followed by a long list of mechanical and then computerized devices that were heralded as the “answer” to poor teaching and the different learning rates of students. I remember being entranced by the PLATO system developed in the 60s by the University of Illinois – a network of mainframes with dialup connections delivering elementary through graduate level course materials. Why did these approaches not survive? Because each of these innovations focused too narrowly on one piece of the puzzle rather than dealing with the whole learning system.

Yet many people persist in believing that technology pretty much by itself can be used to improve radically the quality of education. For many, ICT has become the “dream” solution. It has worked with telephones, why not education? Those “many” include people who manufacture ICT equipment, those who champion things like laptops for every child, and many frustrated public officials who eagerly grasp the lore of ICT as a way to leap frog traditional schooling and enable their students to develop “Twenty-First Century skills”. Hundreds of millions of dollars have been spent, believing in the ICT dream. This is despite the clear evidence that the hardware, by itself, comprises a small portion of the total cost of its effective use and, by itself, does not deliver on the dream.

The good news is that there are a few emerging examples where ICT, involving a more comprehensive systems approach are demonstrating significant improvements in basic learning. Innovation for Learning’s differentiated learning system, the TeacherMate, is one such example. In both the US and Africa the TeacherMate system has documented major increases in basic literacy over a short period of time using low-cost hand held devices. We need more such examples.

Nevertheless there is a real danger that the high cost and uneven availability of educational technologies will dangerously increase the opportunity gap among the most marginalized of our people.

A Challenge Prize

We don’t know how soon the prices of tablets and other devices that can be used for formal learning will come within reach of most children in developing nations. At today’s prices it is primarily those families and communities that do have reasonable incomes who have access to the hardware. Under these conditions, the opportunity divide will continue to increase.

But there may be another possibility.

We could create a Challenge Prize with specs for a $40 educational tablet that can be used, off the grid and the Internet, by poor children and their families to narrow their opportunity gap. That would address one of the requirements for enabling OERs to become gap-closers rather than gap-wideners. Who among us is interested in creating such a Challenge?

More than OER

In summary, I believe that OERs are a necessary and critical element for achieving our shared goal of ensuring every person on our small planet unfettered access to an ongoing high quality basic education. But, Tahrir Square not withstanding, there is no guarantee that a thoroughly digitized world infused with OER will increase meaningful opportunities for the 99% so long as the 1% are the sole deciders.

Thus, while dealing with some of the symptoms of unequal opportunity, we must also address their root causes by employing a total, democratic systems strategy – one that aligns the rules of our economies and our governments with our universal needs for food, health, a home and learning. Since everything is connected, only that will enable us to have the lives we want for ourselves and for the rest of us.

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This mode of education was first introduced by the World Bank, through its African Virtual University (AVU) project, that worked with Makerere as a Partner Institution. The experiences and lessons have enabled the University adapt to the changes within its context.

Emerging trends and best practices

There are emerging trends in ICT usage which can be utilized in the various segments of the Education spectrum.

Ubiquity:The growing ubiquity of mobile devices has provided opportunities for their use in education. The expansion of Smart phone growth in all areas has given rise to more educational opportunities in teaching, learning, supervision and assessment, in the process expanding ICT applicability.

Affordability: In the last few years, there has been a growing interest in lowering the costs of connectivity of telecommunication services to a reasonable level. Competition in the sector has offered more people access and utilization of these services. Outside voice transmission, there are now provisions of banking services, payment of rates and utilities, dissemination of results, electronic applications and many others.

Richness: The mix of digital educational resources has enabled various affordances to be explored. The internet, the mobile phones, the podcasters, Web 2.0 tools are some of the resources which have eased content delivery. This richness allows for users to adapt and use them in education and other sectors.

Opportunities and Challenges

Foremost has been the Development Partners’ willingness and contribution in supporting various initiatives, either in terms of infrastructural development, research, capacity building or piloting emerging online teaching methods. They have been particularly amiable towards ICT related projects. Their role has accelerated Makerere’s rate of adoption and adaptation.

Secondly, the staff members went for further studies or attended workshops outside the country and got exposed to some of the online tools like Web 2.0. On their return, they shared, exposed their colleagues in their use and used them in their teaching, research or in supervision.

Thirdly the proliferation of several affordable mobile devices in the country has created opportunities for inclusion of multimedia content towards teaching, learning and research, in the process enhancing both the lecturers’ and students’ abilities.

However, there have been several challenges in the implementation of Online learning. Foremost has been the slow pace of its full integration in the University system due to the restrictive budgetary allocation. This has affected the rate of implementation of online activities.

The bulk of support has tended to come from Development Partners who have ensured that online activities are functional. The University needs to provide a conducive environment for e-learning support to keep abreast with the current educational trends. This could be in terms of specialized equipment, acquisition of software required for the design of electronic content and a commitment to build the necessary capacity for staff to use it in the preparation of their content.

Secondly, the readiness of academic staff to participate in electronic learning is still wanting despite training over 30% of the lecturers since 2005. Most of those trained never translate their training into developing online courses either as a result of a fixed mind set or fear of extra workload. Presently there are only about 30% of total courses created in the system which can be said to be active.

Thirdly, like most Sub Saharan African countries, the use of ICT in Uganda is still new, rare, and prevalent to a specific age group. Unfortunately, that age group is not at decision making level which makes it difficult for them to make or influence policy. In a recent PHEA (Partnership for Higher Education in Africa) ICT study, usage of ICT was more prevalent among the Lecturers and below than the Lecturers and above categories. Most lecturers are stuck with the chalk and talk teaching method with very low adaptation rate. Sensitization and some motivational methods could be used to reward early adapters.

Fourthly, there is the widespread challenge in accessing and using Internet, despite the Seacom cable promise. While accessibility is intermittent, the regular power outage has not helped the situation either. To date there are many students who cannot activate their emails and usually find it difficult to get around the system despite being given direction by their lecturers. This is either due to a phobia or lack of skills which need to be addressed.

Provision of Content

Most of the content in the LMS is not interactive. A number of lecturers have tended to use the system as a repository rather than as a learning tool. This lack of integration into the teaching process does not encourage students to be enthusiastic about this mode of learning. To date, only 50 courses have been designed and quality assured by pedagogical experts and is being used as model courses. Despite this, a lot needs to be done to reach a level where it is appreciated as fully online courses.

There is need to train more people to handle student support otherwise many who are interested might be put off. The support should be in form of educational counsellors, with empathy and capacity to handle online student frustration.

Furthermore, online support requires much time to be spent on students. This has raised motivational concern from lecturers especially during training. Devising a reward scheme would motivate those involved in the delivery of online content.

Finally, assessment methods have been contentious in terms of inadequacy and policy. There is need to design multiple assessment methods to ensure that trust is built in the entire online process. A well thought out approach needs to be used for its success.

Due to slow internet, streaming and buffering of online sessions and downloading session modules is difficult. This is compounded by factors like power failure and system malfunctioning. In addition, the software associated with online learning requires minimum computer specifications. Its absence, and the large number of people accessing the services, often causes the system to crash. There is need to fit the Institution’s requirements with user capabilities to ensure that online learning is effective.

Lastly, a strong ICT team is needed to support, and make regular system updates to safeguard against intruders and sustain a seamless system. Presently, there is no dedicated team to do so although this falls within the ICT Support Directorate’s mandate.

Reflections

There are a number of questions which require some answers. For instance, there has been an increase in the use of social networks especially among the students in the university. It is acknowledged that these networks increase collaboration and team work. Within our own context, how much of it can be incorporated in Teaching and Learning especially as there are many lecturers who are not very keen to join these networks? How much creativity does it promote given that most of the students use it for social relations?

In most institutions the use of computers has been relegated to computer literacy (using MS office). This is a common phenomenon in most educational institutions. How much ICT can be integrated in teaching and learning (where technology facilitates learning across the curriculum)?

Of more concern is the present disparity in access and use of ICTs in education. Is it likely to widen divisions along economic, social, cultural, geographic, and gender lines?

Recommendations

I would like to make four recommendations arising from the Makerere experience. Firstly, there is need for ICT policy to be formulated at various levels, for primary, secondary and tertiary institutions. The policy should spell out the road map on how ICT is integrated into education and the role each stakeholder should play in the delivery of content. This will assist many educational institutions including a number of Universities in Uganda.

Secondly, the Intellectual Property Laws need to be well articulated and publicized in view of the online resources which are currently developed under Creative Commons license. Many people in Uganda are not aware of this alternative license scheme and are therefore reluctant to upload their content for public consumption.

Thirdly, the lack of Quality Assurance Framework for Online Education in Sub Saharan Africa is a very serious matter. There is need for an urgent and concerted effort to have this in place if we have to have quality digital learning environment.

Lastly we need to identify champions who are prepared to take Online Education to the next level. In doing this we need to ensure there are adequate ICT facilities in selected tertiary institutions for students and teachers to use. This can be followed by identifying the actual people who are ready to take this process to the next level. The resultant effect will have a multiplier effect and ensure that more people are aware of the potential benefits of ICT in education.

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Yet the fruits of this Information Age are still unevenly distributed. This gap threatens to continue to cut off some populations from new opportunities. Access to new forms of education, good jobs, medical and health information, communication, and the chance to participate in the affairs of the broader society may be denied to them. For some individuals, technology brings the promise of inclusion, education, opportunity, wealth, and better health; for others, greater isolation and continuing poverty. Many look to universities and K-12 schools to bridge this gap.

Meanwhile, today’s Internet—the commodity or commercial Internet—has recognized a number of limitations. At the same time numerous opportunities and new possibilities have emerged. Some challenges, like the inability to provide workable “quality of service” or end-to-end performance guarantees needed for demanding applications such as telepresence (the current state-of-the-art videoconferencing technology) were outside the scope of the Internet’s original design goals. Challenges, such as dealing with today’s gargantuan amounts of traffic, exploding number of users and sites, privacy and security needs of users and institutions, and requirements for Internet addresses, are the consequences of unanticipated success.

Many new but challenging opportunities, like the delivery on demand of real-time, movie-quality, high definition television (HDTV) or even films over the Internet, as well as many new and experimental approaches to health care, are the product of extraordinary progress in a wide array of technology industries that are now convergent with the Internet’s evolutionary path. Other new applications and capacities are outside the focus of the commercial Internet. These innovative activities are supported best by research test-beds, the international fabric of national research and education networks (NRENs), which focus on the development and deployment of the next generation of Internet technologies.

The regular or “commodity” Internet was not designed to handle the huge amount of data transfer, the explosive numbers of users, or the interactive, media-rich applications commonly used today. For applications where reliability is critical and delay is unacceptable – applications such as real-time streaming events, access to remote scientific instruments, high definition video-conferencing, online gaming, and interactive immersive worlds and simulations – the commodity Internet is inadequate. Research and education networks were purpose-built by the research and education community to offer the flexibility, performance, speed, and advanced services that allow these applications to evolve and thrive.

NRENs serve many functions. They create leading-edge network capability for the international research community; they enable revolutionary Internet applications; they ensure the rapid transfer of new network services and applications to the broader Internet community; they provide a platform for sharing scientific (and other) applications and resources; they aggregate demand for bandwidth and thereby create “buying clubs,” drive down the cost of bandwidth; and they create social value by including communities outside their primary research university constituencies, like primary and secondary schools, libraries, museums, scientific and cultural institutions. In order to flourish, NRENs must focus on the technical dimensions of data networks and they must also attend to the human dimension, the creation of shareable expertise for support and collaboration across many fields of research and education.

The African Context for NRENs

NRENs began in Africa about ten years ago, with Eastern and Southern Africa at the forefront. The availability of fiber and the high cost of bandwidth were, initially, limiting factors. Now, with several trans-oceanic submarine cable systems completed or near completion, and with a concurrent expansion of terrestrial fiber across Africa, access to fiber is within reach on most of the continent. Prices have dropped significantly, although bandwidth is still pricey when compared with rates in many other parts of the world. NRENs can help to address pricing inequities across countries by (a) aggregating demand among universities and, more broadly, within the school sector (more on this below); (b) architecting networks with points of presence across broad and complex geographies; and (c) and by working across national boundaries to create regional optical networks and, ultimately, a pan-African optical network.

Furthermore, African NRENs can leapfrog their counterpart NRENs elsewhere in the world and build networks without some of the inherent historical limitations of comparable networks, emphasizing collaboration and mass access to education and research applications across educational sectors. In addition, African NRENs can design their networks to combine the best of wireless and mobile technologies with optical networks. Inspiring leaders, ambitious goals, and imaginative and carefully crafted plans – these things (and more) will guarantee that African NRENs will flourish.

The continent has a firm foundation in place. There are NREN success stories such as KENET in Kenya, RENU in Uganda, TENET in South Africa, Xnet in Namibia, to name a few. And there are regional efforts, the most prominent of which is the UbuntuNet Alliance, which began as a regional bandwidth aggregator and now has created a very strong human network and an operational point-of-presence which can, over time, be the initial hub of a regional network. The UbuntuNet Alliance is, in fact, a model for subsequent developments in West Africa (WACREN) and North Africa and the Arab States (ASREN) – both of which are nascent regional networks, now human networks and, eventually optical networks.

The cornerstone of the R&E networking is the Local Area Network (LAN), which is the network serving a university, school, museum, or research institution, and the network closest to the end-user. In some instances, these LANs might connect to a municipal network or another Wide Area Network (WAN) and then to an NREN. In other instances, the LAN may connect directly to the NREN. Similarly, NRENs may connect to a multi-national regional network or directly to other international NRENs or, perhaps, to a pan-African R&E Network. Much will depend upon local conditions, regulatory structures, and geography. (In its ideal state, networking is a function of the best technological practices and geography, not politics.) Figure #1 below illustrates the various strata of networking.

NRENs: A Necessary Foundation for African e-Science

Advanced information, communication, computation and collaboration technologies – known as cyberinfrastructure – have become essential elements for education and for research in the 21st century. Of particular interest to many researchers and educators is the use of these tools for “e-science,” as computational discovery has emerged to complement the traditional practices of theory and experimentation. Examples abound across all scientific disciplines, as well as in the arts and humanities.

Explosive growth in the resolution of sensors and scientific instruments has led to unprecedented volumes of environmental and experimental data, which can be combined, compared, and correlated across time, place, and types of data. Computational science aids in modeling, simulation, and scenario assessment using data from diverse sources. Complex multidisciplinary problems – from health care and public policy to national security, scientific discovery, and economic competitiveness –complement the historical focus on single disciplines. And important multidisciplinary discoveries are now made by teams of experts spread around the world.

Advanced cyberinfrastructure, enabled by very high-speed research and education networks, is essential for participating in all these efforts. Those without access and the ability to participate will not have full participation in 21st century innovation.

Therefore, a major challenge confronting African nations today is how to ensure that all colleges and universities, including those that have not traditionally benefited from expensive research infrastructure, can participate seamlessly in national and multinational e-science efforts that are cyberinfrastructure-enabled. The challenge begins with the need for ubiquitous deployment of advanced research and education networks.

NREN Practices to Consider

Peering
As the Internet evolved from a US government funded network in the 1980s to a world-wide, market driven network in the 1990s and beyond, one organizing principle continues to endure – the settlement-free exchange of Internet traffic among independent networks. Often referred to as “peering” by the community of engineers and operators of networks, this seemingly contradictory notion of the free exchange of traffic among competitors as an economic benefit has become an important foundation in the growth of the network. Large centers of settlement-free peering have also resulted in greater network resiliency in light of geographic or systemic outages, and the promotion of fair and equitable access to the constantly evolving Internet marketplace.

There are a few key structural principles one may wish to consider when implementing settlement-free peering facilities in an emerging NREN or regional network:

• Geographic diversity. Internet routing decisions often follow the “first exit rule”. Thus, a network needing to pass data to another “peer” network will usually pass that traffic to its peer at the first opportunity. This often results in networks only agreeing to peer with one another if the peering facilities are distributed widely in a given geographic area.
• Resiliency. One should build a high degree of redundancy in all of the necessary components comprising a peering facility; electricity (i.e., multiple feeds with generator backup), diverse fiber paths in to and out of the facility, and “carrier class” environmentals such as HVAC, security, and fire-suppression.
• Open access. A peering facility should have equitable, open and easily understood criteria for all participants who wish to connect to the peering fabric (i.e., switches, routers, fiber-distribution panels). The more participation from networks in a peering facility, the higher the degree of usefulness to all concerned.
• Sustainability. The success of a peering facility itself becomes a potential service liability if the facility is underfunded or inadequately maintained. Early peering facilities in the US in the 1980s were sponsored and subsidized by the federal government, with commercially managed peering facilities quickly following once economies of scale were reached. Depending upon the financial realities of a nascent deployment of continental peering facilities, one may want to consider government subsidy and oversight of early peering facilities until an economy of scale is achieved to allow a more independent yet still reliable support model.

IPv6
Conventional computers have been joined on the Internet by a myriad of new devices, including iPads and smart phones, smart TV set-top boxes and videogames with integrated Web browsers, and embedded network components in equipment ranging from office copy machines to kitchen appliances to automobiles.

Internet Protocol version 6 is needed because the Web is running out of addresses. The current technology, known as Internet Protocol version 4 (IPv4), supports just 4 billion addresses, not nearly enough to cope with the new devices that connect to the Internet and need addresses and certainly not enough addresses to cope with the explosion of new devices across the African continent.

With the future in mind, IPv6 has been outfitted with an enormous address space that should provide globally unique addresses for every conceivable variety of network devices for the foreseeable future (i.e., decades).

But IPv6 is a complex structure and addressing is only the most visible component. IPv6 also attempts to deal with critical business requirements for more scalable network architectures, improved security and data integrity, auto configuration, mobile computing, data multicasting, and more efficient network route aggregation at the global backbone level.

Middleware: Access and Identity Management
The term “middleware” is used to cover a broad array of tools, information, and what programmers call “hooks” that help applications use advanced network resources and services. Middleware can be thought of as glue layers that provide reliable, standardized support services like authenticating users and authorizing them (or not) to use specific applications or have access to certain on-line resources. Indeed one common application of middleware is to provide the common services and information necessary to allow applications to restrict or enable access (“log on”) to certain resources.

Middleware such as authentication (are people or programs who they say they are?), authorization (what is he/she/it allowed to do?), and the directory services needed to keep track of users, resources, and any rules that may apply to them, comprise essential elements of any shared network computing infrastructure. Other middleware services, such as cooperative scheduling of networked resources, enabling secure multicast or interactive video or object brokering (matching requests with providers for relatively high level services, such as databases, format, or protocol conversion) are preconditions for many applications and services sought by the research and education communities. These include a number of innovative applications.

Broad adoption across education of certain standardized middleware fabric is a key requirement for addressing the needs of the education community for capabilities like user-friendly, but broadly shared and highly cost-effective access to libraries and other educational resource repositories, remote scientific tools, music repositories, and other intellectual property; for use of widely and safely shared interactive services; and for workable and properly protected wide-scale student records access and transmission. As such, middleware must be, as a practical matter, interoperable between applications, among campuses and other educational institutions, and the wider Internet. This effort will not be successful if individual groups or institutions build their own internal versions of middleware and then try to patch the pieces together. African NRENs are at a distinct advantage here as the compromises required to develop a common framework, standards, and protocols for attribute naming, storage, and exchange are easier to obtain when there are no existing use cases.

However, developing and managing the trust relationships necessary for the success of identity management can be tricky. The more diverse the groups, the more complex this becomes, particularly when the focus is inclusion of many educational sectors beyond universities. One should expect significant challenges as divergent interests and priorities will be even greater in this environment. The bottom line is that the technical issues are the least difficult to address. New policies specific to access identity management, and the operational issues caused by them, tend to be bigger hurdles. As with introduction of any new processes, effective change management will play a significant role in successful outcomes.

Some engagement of organizations like UbuntuNet and key leaders among existing African NRENs in international access and identity management federations like REFEDS would, ultimately, be extremely beneficial to successful implementation of middleware across diverse educational sectors among these NRENs.

Wireless Access
Given the prevalence of mobile and wireless technologies for mass access to education in African countries, careful attention to the integration of the various forms of wireless technologies – Microwave, Wi-Fi, WiMax, and cellular (3G, 3.5G and 4G) – is critical. These are all excellent ways to extend the reach of wired R&E networks. The best practices are dependent upon the environment, potential commercial partners, available spectrum, and other local conditions.

Wi-Fi is still the leader in terms of network speed. It is best suited for building or campus environments. The equipment is inexpensive and readily available. WiMax and cellular networks are usually deployed in connection with a wireless service provider, although there are several examples of communities and institutions deploying their own. The real differences between 3G/4G are data-rates and the amount of spectrum that is in use. For instance, 3G networks can exceed the speed of a T-1 line (a fiber optic line with a 1.5Mb/s speed). Second generation data networks (2G cellular) still have a place as they are widely deployed and their slower speeds often mean less cost.

Extending the Reach of African NRENs: Supporting Schools and SchoolNets

NRENs can provide significant social benefit by extending their reach to schools and other educational institutions (e.g., libraries, museums, scientific and cultural organizations). Such efforts can contribute to the development of prospective university students who can begin to develop fluency with information technologies while in primary and secondary schools. In addition, there are many compelling models of university students being trained to be both technology and content experts who intern at school sites and in doing so, enrich their own experiences as well as the students and teachers whom they support. It is a wonderful way to train students, particularly those in non-technical fields who may aspire to occupations where information technology is either at the center of their work or essential to it.

In the U.S., the K20 Initiative now engages schools in 43 of the 50 states, and over 70,000 schools and millions of students. It was not conceived at the outset of the creation of Internet2 but has become one of the hallmarks of the U.S.’s advanced R&E network initiatives. If African NRENs are essentially greenfield efforts, extending their reach to schools would have many benefits. By increasing the numbers of institutions participating, such an effort could have a positive impact financially by aggregating bandwidth costs across significantly more institutions.

Broadly stated, a schools initiative can have many goals, which may include the following: (1) to bring innovators in K-12, colleges, universities, libraries, and museums into appropriate regional, national, and international advanced networking efforts, creating new “workgroups” where warranted; (2) to develop mechanisms for enabling quick, pervasive technology diffusion and transfer; (3) to create mechanisms for timely communication across educational sectors and regions; (4) to leverage and propagate a culture of parallel independent efforts along with education, private sector, and government partnerships; (5) to get interested and capable schoolnets connected and properly engaged in existing workgroups and projects; and (6) where there is interest and realistic opportunity, to include appropriate experiments in learning and education and help enable experiments involving innovative deployments of advanced technologies in education at school sites.

Among the many activities of such an initiative, relevant local, provincial, and national special interest groups might be formed in some of the areas described below to pursue collaborative ventures:

• Digital learning resources, content repositories and open educational resources
• Learning management systems and education management systems
• Videoconferencing: H.323 and other interactive video and multimedia technologies, digital video, low- to high-end video multicast, and the convergence of on demand video and broadcast
• Access to scientific apparatus and other broad application areas which could be shared across educational communities
• Middleware, enhanced portal, and “relationship-ware” deployment and partnerships
• Advanced server technologies, caching, and co-location strategies
• IPv6 deployment
• “Buying clubs” to purchase access devices (computers, mobile devices, etc.)
• Cloud resources

Despite the many challenges and complexities ahead, African NRENs have innumerable opportunities to expand educational opportunities across the widest range of education sectors, to create a platform for African faculty and students to engage in research collaborations across the continent and the globe, and to support a rising generation of researchers, educators, professionals, and leaders who will contribute to a peaceful and prosperous Africa.

This discussion is part of the eTranform Africa initiative.

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Mobile digital devices rocketed to popularity around 10 years ago with the release of the iPod. Mobile computing went mainstream with the release of the iPhone in 2007. With the release of the iPad just one year ago, we are now seeing a significant shift in the dynamics of computer purchase and practice – moving away from desktops and laptops to iPads and other mobile devices. Their cost relative to laptops along with the promise of mobile computing has raised tremendous interest in iPad use in education.

I don’t believe Apple anticipated the demand for iPads as educational devices. When they were first released, more than one Apple sales representative suggested that iPads were designed for personal media consumption and laptops would be a more appropriate investment for schools. In response to overwhelming interest among educators, I started our online community – iPads in Education – within weeks of the iPad’s release.

The site is an online network that provides guidance on educational usage, allowing users to ask questions and gain from others’ experiences. In the past several months we’ve learned a significant amount about how mobile tablet computing may impact education now and into the future.

The Promise

• Form factor: Anyone that has used an iPad can attest to its compelling form factor. It just feels right. Light, portable and easy to hold or lay in your lap. As opposed to a laptop where the upright screen acts as a barrier between people in classroom settings, the iPad tends to be used more organically; it’s small, lays flat and is easily shared and passed around.
• Long battery life and instant-on: Continuous, transparent access to information is a key educational goal and these are two core requirements. The long battery life of iPads allows you to charge them overnight and use them throughout the school day without any need to pull out messy power cords or search for sparsely located electrical outlets. Additionally, they power up almost immediately. Teachers have little class time to meet increasing demands and don’t need to be wasting five or more minutes every lesson waiting for students to open laptops, power up and log in or shut down. The iPad simply flips open and it’s on. Importantly, as with other mobile devices, this also enables natural, almost transparent educational use. You’re more likely to just spontaneously turn to it for information in the course of a discussion. Students can carry it around easily and instantly access and integrate information and tools into discussions and educational activities.
• Price: The cost of computer implementations has been a stumbling block for many communities and countries. The advent of cheaper alternatives – netbooks, smartphones and iPads – are closing the digital divide and making computing increasingly accessible to more people.
• Touch interface: When combined with the simplicity of the screen layout, the touch interface is a key element of the iPad’s popularity. Most notably, you will observe how young children instinctively take to it without instruction – the web is replete with examples. From my own experience, I find that younger children adapt to the interface even more naturally than teens.
• Improved digital reading: The crisp quality of the display, especially when combined with the light weight and portability, enables a far superior reading experience than currently exists on desktops and laptops. Along with the iPad’s light weight and portability, this finally opens the door to the possibility of utilizing eBooks in education in place of their far heavier and more expensive paper counterparts.
• Integrating multimedia: We live in a society that increasingly expresses itself in images and video. There is an abundance of apps delivering high quality multimedia content to iPads, allowing for integration of fantastic media experiences into educational activities. This is especially applicable to news events where fresh, sharp video footage and images are easily accessible and can spark valuable class discussion.
• Special education: Increasingly we are hearing how the iPad has been a huge success within special education. The simplicity of the touch interface is making it an extremely popular device for students with special needs.
• Connecting: The educational value of social networking lies in its ability to facilitate the growth of impromptu virtual learning communities – connecting people around the globe to share opinions and experiences. Social networking applications are an integral part of iPad usage – whether connecting users to news events, industry experts or video-conferencing with students and classes in other countries.

Consumption or Production?

Much has been written about the opinion that iPads are great consumption devices but are less stellar at allowing students to express themselves creatively. I don’t entirely agree. Firstly, it isn’t simply a consumption device – it’s an extraordinary consumption device – and the role of information acquisition in education shouldn’t be under-valued.

Also, as the application market matures we’re starting to see an evolving depth in the creative opportunities. Music applications, digital storytelling, animation, mathematics … now with the addition of a camera to the second generation iPad and the hallmark release of core Apple applications such as iMovie and GarageBand, the creative possibilities are expanding rapidly.

Some Considerations

• Sharing: iPads are intensely personal devices that record your digital footprint – logins, preferences and more. There’s no login process. This makes them difficult to share. A 1:1 iPad implementation requires very different planning than an implementation that shares iPads among students. My hope is that educational app developers will see the obvious need for sharing in schools and add login layers to their apps.
• They aren’t laptops: You can’t manage iPads in the same way as laptops. Imaging and synchronization processes, content management, application purchasing – they all raise specific issues that require thorough discussion and planning.
• Keyboard: The touch screen keyboard is not popular with all users. I find that it’s more than sufficient for smaller typing tasks such as emails, notes, blog posts and more …. but I believe we’re approaching the end of qwerty typing in computing. The popularity of tablet computing may end up stimulating development of alternative, more efficient input methods that also utilize voice and video.
• eTextbooks: At this point, the promise of eTextbooks still exceeds the reality. There aren’t enough quality books available in digital format and frankly, most still stem from a model that is built upon their physical, paper counterpart. It’s not enough to simply translate textbooks to digital files – we need new models that utilize the media and interactivity capabilities available on iPads. A digital textbook should be cognizant of what the learner has mastered and where he/she needs assistance. It should customize the content to the reader’s strengths and weaknesses and report the student’s progress to the teacher. Effective use of multimedia – interactive multimedia – will become core elements of new eTextbooks and eCourses. There have been some excellent first attempts and eTextbooks and eCourses will improve as the market matures.

The Immediate Future

• The app market will mature and we’ll move from single task, short session apps to more sophisticated offerings. The release of GarageBand and iMovie are the first steps in that direction.
• The barrier to entry for creating and distributing eBook content will become lower. Increasingly, teachers and communities will create their own eBook content.
• Social reading is an imminent phenomenon that combines the reading of eBooks with social networking. When reading eBooks users can connect to friends and other readers, asking questions and sharing notes or opinions. Apps such as Inkling are a bold first step in that direction.
• While the iOS browser is adequate it still lags behind desktop offerings. As mobile continues to expand we can expect a consolidation of desktop and mobile systems and browsers resulting in better mobile web editing, more collaboration tools and support for a wider range of web technologies.

Finally, it’s still a free-for-all in the mobile tablet market. The huge popularity of the iPad is spawning a wealth of new applications and cultivating the development of a host of competitive products that will only serve to strengthen the overall educational value of mobile tablet computing.

In 2009, I traveled to Macedonia to carry out a monitoring and evaluation study of a nation-wide computers-in-the-schools project that had already been in place for three years. The project was a USAID-funded and AED-led program, Macedonia Connects, originally initiated by request of the president of Macedonia, which provided one computer lab per school.

At the same time, was a public-private-partnership that laid the backbone for competitive broadband wireless Internet service provision to the entire country, by leveraging all primary and secondary schools throughout Macedonia as anchor tenants. That project in itself is a fascinating case, and I have written about it elsewhere

Now I was on-site, three years later, to follow up and see what was happening in the classroom. A major aim of this project was to modernize the Macedonian educational experience so that the children would be able to use technology proficiently, with the goal that eventually Macedonia could become a technology hub for the region.

Teacher Training

The training of the teachers, which was spearheaded by USAID/AED, began prior to the computers arriving in the schools. Training was comprehensive: all primary and secondary-level teachers received training in basic computer use, and then in how to effectively and creatively utilize the technology in their classrooms and pedagogy.

Internationally-recognized experts were brought in to develop and carry out the initial training. All of the trainings aimed to build local capacities by involving teachers as trainers and contributors to the creation of learning materials as well as equipment operators. For many of the trainings, master trainers and teacher trainers were selected from among the teachers by either self-identification or nomination by school directors.

The capacity building also involved advisors from the Ministry of Educational Development as master trainers and active members in the development of materials teams.

During the wave of trainings, a number of progressively advancing skills-development courses were offered, ranging from basic ICT skills classes aimed at enabling teachers with basic technical computer skills, to trainings aimed at integration of the technology into the curriculum.

They were organized over a period of four years, during which time 14,000 teachers from all 360 primary schools and 100 secondary schools received training. The trainings were comprehensive and directed at empowering teachers and school administrations to use technology to improve the teaching process and to enable students to develop the skills and knowledge necessary in a modern society.

We had the impression that the teacher training was state-of-the-art, and of a very high quality. It was additionally impressive for having been carried out on such a large scale, in so short a time-frame.

Data Collection

Data collection and interviews informing this study were carried out from February–December, 2009. The methodology was based on a combination of field methods, such as individual interviews, surveys, and focus group discussions. Quantitative data collection was carried out primarily by a team of 12 local final-year university students or recent graduates with previous experience in carrying out surveys and leading focus group interviews.

The sample was designed as a combination of stratified and convenience sample: all eight regions in the country are represented by two schools (one city and one village school), including schools with both dominantly Macedonian and Albanian language of instruction (represented accordingly). The actual schools were randomly selected from the list of all schools.

Surveys were carried out at each school, while focus group discussions took place in randomly selected schools. In addition, there were individual interviews with the school director or some representative of the administration in each school. All of the surveys, interviews, and focus groups were carried out in the local language, either Macedonian or Albanian, and subsequently translated into English.

Findings

As we published in Technology, Teachers, and Training: Combining Theory with Macedonia’s Experience, in terms of assessing the training they received, three years after the trainings, 51% of the teachers surveyed believed it was sufficient or more than sufficient, while 49% of the total assessed the training as being less than sufficient. A large percentage of teachers expressed the need for further training:

• 95% would like training in specialized educational software;
• 82% in subject specific training;
• 65% in the use of Internet technologies; and
• 37% in basic training for use of ICT.

Also, many teachers expressed uncertainty regarding the use of computers vis-à-vis their students: they consider their students to be far more skilled and knowledgeable then they are and do not want to compromise their authority as teachers by putting themselves into situations where they might encounter a problem that they cannot handle.

When asked how often they have used computers in class during the previous two months, 65% of teachers responded that they had not used them at all, while an additional 25% had used them only a few times.

Given the statistics above then, it was surprising to us that a rather large percentage (75%) of teachers reported using ICT in their personal lives, either occasionally or very often. A similarly high percentage of teachers reported using ICT in preparing teaching materials and tests (72%), and for lesson-planning (63%).

These could be seen as very positive results, if the goal of the project had been to increase teachers’ use of ICT in their own lives. Yet less than a third of the surveyed teachers use ICT for activities with students, including activities such as: projects (30%); research (34%); working with data (26%); and student assessment (23%). This meant that the goal of actually having the students using the computers in the classroom was far from being realized.

Another remarkable finding for us was that the teachers as a whole were very positive about the idea of ICT in the schools. An overwhelming majority (86%) indicated that they believe that the school is the right place for students to learn basic computer skills.

The Disconnect

What we discovered, therefore, was a marked disconnect between the positive attitude about ICT in the schools and the high level of teachers’ ICT use in everyday life and to prepare lesson plans, and the flip side of the coin, where nearly 60% of the teachers indicated that have never used ICT in their instruction.

This apparent contradiction may be attributable to a number of factors. We believed that one of these factors was an overriding concern, expressed by the teachers themselves during the focus groups discussions, that they lose control over the class when students each have a computer that they can pay attention to instead of the teacher, and that for successful realization of ICT in the instruction, it is necessary that the teacher retains control and knows when to turn off the computer, as one cannot learn solely using the computer. Another factor was the higher degree of technological expertise teachers attribute to their students vis-à-vis themselves, which leads to a feeling of insecurity and loss of authority.

Yet, we felt that this only explained part of the puzzle, since the teachers were using ICT a great deal in their daily lives, and even to plan lessons. Thus, we began to take another look at the training the teachers had received, for clues to help us understand this disconnect. We also looked to theory – one that would take into consideration the teachers’ concerns about adopting technology.

The Theory

We came upon the Concerns Based Adoption Model (CBAM), which (in a nutshell) argues that change is not a one-time event, and that teachers are the key to educational improvement; their willingness to adopt innovations will determine whether those innovations succeed or fail.

The CBAM model views change as a process experienced by individuals seeking to – or asked to – change their behavior in particular ways. Thus, instead of focusing on improvement of student test scores or other final stage outcomes resulting from a technological intervention – the metric(s) of many policymakers and development and/or aid-organizations – this theory focuses on the process itself and on the individuals crucial to innovation adoption – the teachers.

Several additional points regarding the concept of change underpin the CBAM model: change is accomplished by individuals, and it is a highly personal experience. It involves developmental growth in feelings and skills, and it can be facilitated by interventions directed toward the individuals, innovations, and contexts involved.

CBAM comprises two major dimensions. The first – Stages of Concern (SoC) – describes the feelings and concerns experienced by individuals with regard to an innovation. The second – Levels of Use (LoU) – involves the individuals’ behaviors as they experience the process of change. Both of these are progressive and predictable. Concerns will progress along a continuum as users’ needs and concerns are addressed, to the point where they begin thinking about higher-level concerns (focused on others and impact, instead of on one’s-self), such as the impact of technology on students’ educational experience, from lower-level concerns, such as the fear of how much time it will take them to learn how to use the technology in the first place.

The Levels of Use correspond to and mirror the Stages of Concern – Use of technology will progress to higher-order undertakings, such as working with colleagues to design better ICT-enabled curriculum or even redesigning related software, from lower level usage, which includes basic mastery of how to use the technology.

The bigger point is that concerns and use will not progress unless the concerns evidenced at each stage are effectively addressed, over time, as the individuals/teachers are experiencing them. Since we can predict these stages, we can plan for interventions and trainings that will address the concerns as competence progresses, and concerns and use evolve to higher levels.

This means that the one-and-done format of training, which had been employed in Macedonia, was not going to be effective. We realized that training needed to be ongoing, addressing the teachers’ concerns and needs as they arose, and that they needed support throughout the years-long process of change (which they weren’t getting). Principals and other key school administrators had not expressly received relevant training, and did not understand their key role in supporting the teachers through the change process – and therefore, were not performing this role.

Our recommendations included:

• implementing ongoing training for the next round of technology that will be introduced into the classroom (the government has embarked on a One-Computer-per-Child program, exponentially increasing the number of computers in the schools);
• initiating training that includes the school principals and administration, so that they understand the process of change and their role in supporting this process;
• employing a “technology support teacher” in each school (with the acknowledgement that not all developing world school systems will be able to support this financially),
• making sure that teachers are stakeholders in the technology-in-education process from the beginning, starting with seeking their input on a yearly ICT-in-the-schools plan-of-action promulgated from within each individual school.

Download the full Technology, Teachers, and Training: Combining Theory with Macedonia’s Experience report by Laura Hosman and Maja Cvetanoska

A Few Ruminations

I was only able to carry out this extensive research and survey with the help of Maja Cvetanoska, a local monitoring-and-evaluation expert/practitioner from Macedonia. In other words, as a foreign academic working alone, I never could have carried out this research.

Also, based upon the results we obtained, the M&E specialist (my co-author) was able to work with the educational team to redesign the training that teachers would receive, so that, going forward, it would be revamped and implemented over the long-haul. My colleague also incorporated training for school administrators so that they realized their crucial role over the years-long process of change for the teachers, which was an essential component of the training that had been missing theretofore.

My partnering and working with a practitioner in this case brought about concrete changes as a result of our study and findings. This example underscores the possibility for more widespread effects, as well as positive outcomes, when cross-disciplinary, cross-industry partnerships are formed.

The theory we found, CBAM, had been written in the 1970s and was widely adopted and validated in the academic fields of education and educational psychology since its introduction, but has not, to our knowledge, spread beyond these fields. Yet, because educational projects are frequently the result of policy decisions, and they require the hands-on contributions of people from wide-ranging backgrounds and areas of expertise to be carried out, this framework has much to offer to those from nearly any field studying or implementing technology for development, because the process of change in adopting innovations must be understood and addressed if similar projects are to have a greater chance at succeeding. This is an additional argument for increasing multi-disciplinarity and including expertise from many different areas when working on ICT4D & E projects.

These two points are anecdotal, but are offered up to make the larger case for something I see a great need for in ICT4D or E: working together across disciplines, areas of expertise, and points of view. I am beyond grateful for forums such as this one, where ideas can be shared from experts and interested parties, from across the spectrum of involvement in the subject. When our views are challenged, we are forced to confront them, discard faulty assumptions, or sharpen our arguments and beliefs, etc. This is how we move forward.

Staying in our silos and blindly pursuing a multi-faceted, complex problem from our single point of view or area of expertise is not working. I believe this forum provides a great opportunity to utilize technology to (hopefully) make progress in our ways of thinking about how to better utilize technology.

I’ve been making the case for years that, coming from our various backgrounds and bringing with us our diverse areas of knowledge and expertise, we all have something to offer. As such, the social scientists (like me) need to talk with and work with the engineers and technologists and practitioners and business and industry people and innovators and entrepreneurs.

Because in fact, when we are dealing with trying to harness ICT for Development, we are actually dealing with complex social issues that no single person or area or field can address alone. It’s not easy, but a forum like this one is a great starting point. So, a final word of thanks for the existence of this forum/website and for the spirited viewpoints and contributions of the participants

The most popular answer to the question of how to improve the quality of schools and education in developing countries is: Invest in more teachers and more schools.

Let there be more teachers

I think there are few people who would contest that having one full time, fully qualified teacher in front of every class of 25 children would bring education of the highest standards to any country.
But could this really be the solution to the educational problems in poor countries? I sincerely doubt whether this solution is feasible. I even fear it is completely impossible to solve the plight of education in the developing world by this route alone.

Here is a statistic that paints a bleak picture, indeed:

India has one of the lowest ratio of teachers. In the US, it’s 3,200 teachers per million people, in the Caribbean it’s 1,500, in the Arab countries it’s 800 and in India it’s 456 teachers per million people. The Times of India (2009)

The US might not be the best example, but even to get at the level of the Caribbean, the Arab countries must double their number of teachers, and India must more than triple its number. And that would be just the number of teachers needed to get at the level of the Caribbean. If the teacher pupil ratio should get close to that of the US, double the number of new teachers would be needed.

Obviously, if the aim would be to decrease the number of pupils per teacher in all developing countries to the level of the developed countries, enormous numbers of teacher would have to be recruited and trained. For many countries in the developing world the number of teachers would have to double, like in the Arab world, in others it would have to triple, like in India and many African countries.

A lot of numbers

How many teachers would have to be recruited, trained, and send to schools? Below, a lot of statistics will be presented. If you are already convinced, you can skip the arithmetic and go to the next section.

Let us look at the numbers, some of which are collected in the table. For OECD countries there are around 16 students per teacher in primary education (CESifo DICE Report). Looking at the numbers, we can take a national average of 15 pupils/teacher as the norm for primary education in developed countries and 13 for secondary education. But note that these are just very global statistics on education. And keep in mind that worldwide, approximately 100 million children that should be in school are not.

Furthermore, as these statistics are global, they do not tell us how the available teachers are distributed. The developed countries are able to organize education in such a way that all children have comparable access to education. The difficult situations in the developing world make that the already low number of teachers are also distributed unequally. The pupil/teacher ratio can be much higher in rural areas than in urban areas. So for many children, the situation is even worse than these averages indicate.

Teaching staff in millions, pupil/teacher ration (P/T), and enrolment ratios in percent (net- NER and gross- GER) in primary and secondary education. Data for 2008 unless indicated otherwise. Source: Unesco

Just to get the average number of teachers in the developing world to the level of that of the developed world would mean that the number of teachers in Sub-Saharan Africa and South- and West-Asia must more than double. In other regions increases of over 50% would be required.

To get these numbers in a global perspective, there are currently some 58 million teachers in the world, 28 million in primary education and 30 million in secondary education (see table). If the worldwide average ratio of pupils to teachers should be reduced from 25 to 15 for primary and from 18 to 13 for secondary education, an extra 30 million new teachers would be needed (19 million in primary, 11 million in secondary education).

Even a more modest aim to get the pupil to teacher ratio to 20 in primary education and 15 in secondary would require some 13 million new teachers, world wide. And that is without increasing the enrolment ratios in primary and secondary education to 100%. That alone could require another 20 million teachers.

In conclusion, any attempt to improve education in the world by increasing the number of teachers must prepare to recruit, train, and deploy well over 10 million new teachers, and maybe even up to 50 million new teachers. Trainers are needed to train these new teachers. If we are in a hurry, we would have to train them in, say, 6 years for a 3 year teacher training program, that would make 4-13 million new teachers a year entering training. This training program would require anywhere from 130,000 – 400,000 trainers for these teachers.

Round numbers:
13-35 million new teachers: Recruit, Train, Deploy
40 million teachers: Retrain
150,000 – 250,000 trainers for these teachers

Can we really rely on training more teachers alone?

Obviously, the numbers given above are rough ballpark estimates. But it is clear that “invest in teachers and schools” often means “double or triple the number of your teachers”. A truly gargantuan task.

There is an important question that has to be answered before such an effort is undertaken.

Why is it that there are not enough teachers in the first place?

It is not that training teachers is an unknown art. Teachers have been trained for a century now. Why is the world short of tens of millions of teachers?

It is not for a lack of trying. Ever since development aid became into existence somewhere after WWII, it has been known that more teachers are needed. But somehow, the developing countries have been unable to supply them. There are many reasons for this shortage, underfunding, bad working conditions, labor migration away from rural areas, competition from other employers, low social status, bad organization etc. These are social problems. And we know that social problems are the hard problems. And there are as yet no convincing ideas on how to solve these very hard problems.

So, that is why I think any plan to “invest in teachers, not technology” is bound to fail. There is simply no known policy that can solve the problems that plague teacher recruitment and training in less than a generation, if they can be solved at all. Trying to recruit and train millions of new teachers is simply going to fail. Any attempt to just throw money at the problem will fail just as badly as all the other cases where a solution was dropped on the developing countries.

I like the idea of supplying every child with a well trained teacher in a class with only 30 pupils. My sole objection is, it cannot be done. And even if it could be done, what should be done for the children that enter and leave school in the meantime?

Technology to the rescue

Compare the problems of supplying children with teachers to supplying them with technology. If we would supply the roughly 900 million children in dire need of education with OLPC laptops over a period of 5 years continuously, this would cost around $40B a year, worldwide. (200 million laptops a year at $200). I can write a small encyclopedia with all the objections to spending $40B/year on OLPC laptops. But we all know that it is actually possible to produce and distribute 200 million laptops per year. It costs money, but it can be done. This is technology, and technology is easy.

As education will have to rely on the existing workforce for the foreseeable future, their work, and that of their pupils, should be made as easy and productive as possible. In a service industry like education this means using technology, i.e., ICT. But we should not forget that a lot can be done using less glamorous technology. For instance, in many regions in the world, a bicycle may improve mobility of children and teachers alike and enable children to continue further education (Indian Times, 2009).

Without light and heating, education would have to be curtailed severely during the winter in my own country. But such measures, e.g., electrification or increased mobility, have obvious positive impacts on economic development. Such measures do not have to be argued. Here I would like to concentrate on ICT4E, the advantages of which are much more contentious.

ICT4E has the same problems as ICT4D(evelopment). It is inconceivable that a solution to every local problem could be devised by a person sitting behind a keyboard in Western-Europe. People on the ground, locals, know what is needed and what is available. Bicycles can help some children get to school in the Netherlands or regions of India, but it would be a complete waste to send bicycles into other areas, e.g., the Andes or Himalaya. However, there are many “simple” problems that crop up everywhere in the world, and might be solved by a single tool or technology. Just like the blackboard solved a problem experienced in every classroom in the world, there might be technologies that are valuable everywhere.

In our quest to look for eligible technology, I would like to stick to ICT solutions that avoid the “Top 7 Reasons Why Most ICT4D FAILS” (Rogers, 2010, a nice YouTube movie). The video explains it all so I will not repeat them here.

The central question is how to make ICT useful for schools. Received wisdom is that technology should be integrated in community life before it can be really useful. It is instructive to study cases where this received wisdom has been flouted. Prime examples are radio, television, and mobile phones. History has shown that these gadgets have been embraced by almost all communities, even those that lacked any understanding of the underlying technologies. In a completely different field, the simple formulation of Oral Rehydration Therapy helps local staff tackling one of the leading causes of child mortality in the developing world without lengthy training or expensive infrastructure.

The successful electronic consumer gadgets all have in common that they require zero maintenance and are robust in normal use. The only consumables of the gadgets are electrical power or batteries. A costly infrastructure is needed for all three, but this is both outside of the view of the consumers and the costs are shared by all.

These technologies fitted every human society because they were transparently enabling some of the most basic human needs: Exchanging stories, gossip, and news and playing music. This acceptance is not a matter of User Interface or ease of use. Text messaging on a mobile phone must count under the worst User Interfaces ever invented. But because the feed-back is immediate and transparent, even small children are able to put up with it (and often can do the task blindfolded).

So we need turn-key drop-in technologies that have zero-maintenance, are robust in the field, including fields of the green and grassy type, and latch into basic human behavior. Mobile phones might be the best examples, as they require little more than electricity and a (prepaid card) number. They are easy to carry and protect: Just keep them out of the rain or in a pouch. And they help people to do what they seem to like most, talk and write to each other.

A last feature of successful technology introductions is a long technological horizon. Anything that takes so much effort to introduce should last a long time. We can expect our children to still use something that functions as a phone or a TV. The actual device might look different, but we should be able to recognize the function. Especially in education, new technology should last a generation. The children of the pupils that are introduced to the new technology should be expected to use something alike. So if no continuous upgrade path is expected over the next decades, I think the introduction of a technology should be seriously reconsidered.

To summarize, the kind of technological solutions that I am looking for would fit all of the following (think radio, TV, and mobile phones):

• Solves a global problem or need
• Robust in normal daily use
• Turn-key drop-in
• Zero-maintenance
• Consumes only electricity, and very little of it
• Connects to content or communication channels (including surface mail)
• A long technological horizon

Note that the technological solutions discussed are intended to solve serious problems. Nowhere is it assumed that technology should improve education if there are no real problems. Technology does not replace a teacher, but it can help her teach and help the children learn.

My archetypal example of successful educational technology is the blackboard. The blackboard solved a huge educational problem in teaching for large groups: A simple, flexible, and cheap method to present text and diagrams to large groups of pupils. It allowed to effectively display and explain complex concepts so that children in the back of the classroom could see them too. It is a pity that you need chalk to write (a consumable), but that proved surmountable.

Two examples will explain these bullet points: The pocket calculator and desktop PCs running Microsoft Windows.

Pocket calculators, or better, graphical calculators, were introduced in secondary education in Europe at the end of the 1970s. The problem they solved was that some important mathematical concepts could not be taught because the calculations on anything but toy problems were too cumbersome. With these electronic calculators, realistic problems in statistics, matrix algebra, and function theory could be introduced into secondary education. As these calculators can be used in class and at home, their use can be easily integrated into the relevant courses. Moreover, pupils learned how to perform arithmetic on real calculators like they would need in working life later.

So using the calculators solved a small, but very real problem in the teaching of mathematics, economics, and science. Obviously, a pocket calculator fits all of the other bullet points. They run for months or years on a single battery, get their contend from the text books, and they have been in continuous use for over 30 years now. A clear success story.

On the other hand, desktop PCs in school running Microsoft Windows defy every bullet point. The only general problem that is solved by a PC in school is Internet access. But there is little use for direct Internet access in class. Desktop PCs can be used in courses directed towards computer use, but even that is hardly useful in school. At home, PCs do have general practical value, but that has little to do with the limited presence of PCs in school. Introduction of such desktop PCs in schools in the developing world generally ends in a deception.

An important problem is that Microsoft Windows has a tendency to break in daily use, especially when the computer has an Internet connection. The hardware of desktop PCs is not designed for a tropical climate. Moisture and dust can easily break the hardware. Installation and maintenance are difficult and require special skills and knowledge. Desktop PCs consume a lot of power and, therefore, cannot run on batteries. So their use is very limited in locations with unreliable power supplies. Connectivity is good, if a wired or wireless Internet connection is available. And they can be used with CD/DVD disks or USB memory sticks.

The technological horizon is more complex to judge. In future generations, we can expect to see screens, keyboards, and computers of some kind. However, I still remember a quote from a parent in the 1980s. When asked why she preferred the use of MS Dos PCs over Apple Macintosh computers in primary school she answered “Because when my child will go to work, it will have to use MS Dos, and not the fancy graphical interface of the Apple Macintosh” (paraphrased from memory). And it has been this way ever since.

If we look at the developments of computer use in the last years, we see perpetual shifts. Nowadays, the shift is towards a completely different model of computing with the integrated User Interfaces of mobile phones (iOS and Android) becoming the standard for tablets, netbooks, and upwards into other computers. So the technological horizon of standard desktop computers has always been very short.

An example of new technical gear: The OLPC XO

As an illustration of a recent project, compare the above with the OLPC XO laptop. The design goals of the XO laptop came very close to the ideal of a no-worry drop-in technology.

The software is distantly related to the Android mobile phone operating system with a zero-maintenance update and security model. The laptop was designed to be robust and the only consumable was electricity. The laptop was easy to carry and protect. It enabled access to the Internet for video and voice connections, email and Instant Messaging, and you could also use it to play music. Connected to the Internet, it could replace radio, TV, phone, and music player.

The laptops could double as book readers and store a complete library, allowing schools that could not even afford textbooks to get a library for each child. On top of it, it could also be used as a computer. The technological horizon looks promising as some kind of small, mobile computer with a simplified interface is likely to be around for the next decade or so.
What went wrong with the first version of the XO laptop?

Basically, the execution fell somewhat short of the design goals. Quite a number of laptops were rolled out before the software was finished and these laptops suffered from a lot of very annoying bugs. These bugs could not be solved by the normal update mechanism, but required replacing the operating system itself. The logistics of supplying a new operating system image to laptops in the field proved to be impractical.

On the hardware side, the keyboard was not robust enough and broke in too many laptops, as did the trackpads. And power consumption was still a bit too high for many locations. The mesh network to share Internet connections did not scale well inside schools and did not deliver the planned connectivity. Supplying Internet connectivity to schools proved to be the Achilles heel of the project. And without an Internet connection, the laptops became much less useful for their intended purpose.

In then end, the first generation of the OLPC XO laptops came very, very close to achieving the status of a no-worry drop-in technology. And where there was Internet, they seem to function as intended. But without a solution for the Internet connectivity, the laptops are much less useful. Had there been Internet connectivity at home, we can be pretty sure that the children would have found out how to use the keyboards and navigate the User Interface. If primary school children can find out how to send text messages on mobile phones without formal instruction, they can learn to use the OLPC’s Sugar interface.

But even if the XOs function as intended, there remains the logistic problem of giving out and replacing laptops and delivering electricity and Internet connectivity. In general, all technological solutions require logistics to distribute the gear (TV sets, mobile phones), the electricity (or batteries, or solar panels), and the connections (transmitters, cell towers). These will always be a problem for rural areas in the developing world. But these factors affect each and every attempt to solve problems in the developing world as they are at the heart of the economic under-development to start with.

As many technophiles, I really love the OLPC laptop. But I know that was not the question. What we really want to know is whether there is a technology that solves the problem at hand. However, this discussion is targeted at a global audience, and we know that the cost of technology depends on the production volume. The very first radio was extremely expensive, the billionth transistor radio is a free promotion item. So I will look here at global problems with high volume solutions.

Example of a global problem and solution: Textbooks fantasies

To illustrate the ideas presented above, I will fantasize about a real global problem in education and a technological solution.

Textbooks are a necessity in school, but they are expensive. My country spends around 300 euro ($400) a year per pupil on textbooks in secondary school. For this money, each pupil could get a laptop and a broadband Internet connection at home for the duration of her education. With some change to spare for electronic textbooks. Most of this cost is the result of monopoly rents by the publishers, as it is in many developed countries. But even at half the price, each student could get an ebook reader with a lot of money to spend on electronic books and prepaid mobile Internet.

The root of the textbook problem lies in the cost of production. Textbooks are a difficult market, with high investments in writing and printing and high distribution costs. And it is an all or nothing market. Either your book is selected for the curriculum, and you sell big, or it is rejected and you sell nothing. Moreover, to stay up-to-date, textbooks have to be revised very often. A lot of insider knowledge is needed to produce a textbook that fits in the standard curriculum. As a result, the market for textbooks for primary and secondary education is always limited to a single school system (country).

And in the end, the textbooks are not that great at all. Ansary (2004) gives an illuminating and entertaining, but also infuriating, account of the way text-books are produced in the USA. Quite often it is a pain to use these textbooks. Most teachers have to create extra “cheat-sheets” to supply missing material and explain incomprehensible portions of the text. Beyond all these problems with the content, there is the daily wear and tear of paper books that makes every textbook usable for only a few years, if well cared for.

In accounts of classroom practises in the developing world, we often hear of whole classes that spend their day copying the complete text of a textbook from the blackboard into their notebooks. This seems a waste of time. When copying large amounts of text, you are unable to think about the text or even remember it. However, supplying the books themselves to the children was obviously not possible. So copying a book wholesale might be the only way the children can ever get hold of the text. Still, we will all agree that it would be better if the pupils had the same textbooks as the teacher. The teacher could then spend her time explaining the material in the textbook and children could spend time learning and practising the skills covered by the textbook.

So here we have a truly global problem: Expensive, outdated, low quality, and cumbersome textbooks that are often not available for the children in the developing world. Can we fantasize about a better system? One that gets both teachers and children the books they so desperately want and need?

There is a very good idea that was actually embraced by (some) politicians in the developed world, the Open Textbook Initiative. Creative Commons electronic books produced by authors and teachers in Wikipedia style (Creative Commons, 2010; Beshears, 2005; Durbin 2009). In principle, this can be applied world wide. The ministry can give grants for writing specific electronic textbook, or volunteers and teachers can write their own. The textbook are licensed under some Creative Commons license that allows free distribution and adaptation. The books are archived and made available in a repository and distributed electronically as ebooks.

Teachers, scientists, and students can add and submit changes in Wikipedia style. It cannot be said that ebooks are better than paper books, but they will be preferred over no books at all.
And the costs? As I wrote above, for what the developed countries pay for textbooks now, they can supply top of the line ebook readers and Internet connections to the students, and have massive amounts of money to spare for grants to write the books. And if you ever tried to lift the school backpack of a high-school student over here, you know that ebooks would take a heavy burden from their shoulders.

In the developed world, the Open Textbook initiative solves kind of a luxury problem. The developed countries can actually pay for the costs of over-priced paper books. They just feel they do not get quality for their money. And often no quality at all. The question is, could such an Open Textbook initiative work in the developing world, where paper textbooks are problematic?

Here we have to look again at our technology bullet list. The Open Textbook initiative does serve a pressing need for good and affordable textbooks. We can be pretty sure that every teacher in the world would welcome better, up to date, textbooks. So, provided a collection of good textbooks can be produced by way of government grants or volunteer work, this part is covered.

Current ebook readers are constructed for indoor use in the developed world. They do have too many unprotected openings and fragile components for a developing world environment. However, covering up these holes and putting in more robust components is not very difficult, the OLPC has done most of that work already. For most ebook readers this would be a minor, and cheap design change, not a problem.

The use of ebook readers is quite simple. You drop in an ebook (or a shelf of ebooks) and you start turning pages. Apart of language and date and time there is not much to set. So, indeed turn-key drop-in technology. Theoretically, you can update the software of an ebook reader, but there is not often a need for doing that. An ebook reader can in most respects be considered to have zero-maintenance.

And last, but not least, ebook readers using electronic paper displays have extremely low power use. Their requirements are low enough to make charging with small solar panels feasible. Current retail costs for cheap ebook reader offerings are below $100 for consumers. Ebook readers cannot be repaired (easily) in the field, so any program to supply them should stock for replacement readers.

The next bullet point is connectivity: How to get new books on the ebook reader. Ebooks can be transferred to an ebooks reader by either connecting it to a computer which has them stored or downloaded, or over a wireless connection in the more expensive ebook readers. Most readers have a slot for external memory SDcards, which could be used to distribute ebooks. Even though SDcards might be rather fragile in daily use, they can be distributed over surface mail. So, the connectivity could be handled by sending USB sticks or memory cards with the mail or a messenger. There would have to be some outlet with a computer or laptop to transfer the new ebooks.

Sounds ideal, so why has it not been done yet?

Even at $50 a piece (gross price), a complete roll-out would be a rather big investment for a single purpose gadget. The cost would exceed the total educational budgets of many countries by a large margin. And the organization of a coordinated roll out of so many devices could overwhelm the capacities of most administrations. The cost and organization alone of an ebook reader roll out would exceed the resources of the countries that need them most.

Furthermore, the technology is all very new. If you roll-out ebook readers today, you might miss out on the powerful and cheap tablet computers of next year. A kind of, very realistic, economic deflation fear. So the technological horizon is short, very short indeed with all the new tablet computers coming out. Ebook reader apps are already part of every new smartphone. In a few years time, separate ebook readers will cease to exist and a general mobile platform will have taken over their function.

There is also the chicken-and-egg problem of needing electronic textbooks to use an ebook reader in class, while these textbooks will not be produced if the children have no ebook readers. On the other hand, if there is one thing that can be learned from the history of the World-Wide-Web and Wikipedia, then it is that if there are readers, the writers will come. The real challenge is to get a national Open Textbook initiative going. This will be addressed in the next section.

Teaching the teachers: A program fantasy

From the earlier discussions on Educational Technology Debate, it has become quite clear that the real challenge is not to get cutting edge ICT4E gear in the hands of the children. The real challenge is to ensure that the teachers are able to actually make use of the technology in their lessons. The solution is simple to formulate: Remedial courses for the teachers. But the initial problem was that it was not possible to adequately teach the children. How can we then train the teachers?

First of all, there are much less teachers than children, and they can occasionally travel. So it should be possible to arrange some classes in (semi-)urban areas where it is easier to provide education for adults. On the other hand, children have ample time for learning, adults have other responsibilities. So any courses for teachers must be short, targeted, and effective. The main point is that a one week course during the summer break will not be enough to prepare for a large change in the curriculum including hitherto unseen technology. And for teachers too, it holds that education must be interactive. Simply dumping a large amount of documentation on them will not lead to them actually mastering the subject.

Let us assume some technological solution has been selected for a nationwide roll out. For the sake of argument, our fantasy ebook reader program is introduced in schools which lacked books. The ebook reader program is accompanied by a national Open Textbook program. Now, what follows is my fantasy of a teacher instruction plan to use these ebook readers. It is assumed that the Ministry of Education can hire some local (or international) educational experts to construct a basic curriculum and lesson plan for use with the textbooks on the ebook readers. These plans are the basis for the textbooks.

The current practise is that teachers do group drill exercises, e.g., children copy the teacher’s text book from the blackboard and memorize some part of it. Such drills normally would take most of the in-class time. The task of the training program is to instruct the teacher how to operate and use the technology itself. They should learn how best to teach the children the use and care of the technology. But this introduction to the technology is just the basic part.

The real training must be to instruct the teachers how to use the electronic textbooks in class. As copying and memorizing the text books has become an irrelevant exercise, there is time during class to do other things. So teachers will have to get an idea what these textbooks can be used for. The curriculum will be adapted to reflect the presence of the ebook readers. As other commenters have already remarked, this is not something that can be achieved in a mere 1 or 2 week course.

The solution would be some kind of continuous distance learning program. Any one-time out-of-town courses should be followed by refreshers over correspondence. This could be anything from surface mail of course materials and assignments, special magazines, to special (off-hour) radio and TV programs, phone-in sessions, and if Internet is available, live Internet chat or video conferencing sessions. Given that the whole program will cost quite a lot, a special, one time a week radio or TV show will not be that expensive. Tapes can be send to those who cannot listen or watch life.

For our ebook reader program, the reading and audio materials can be mailed on a USB stick. We can nicely integrate the distance learning course with the Open Textbook initiative. Instead of dumping the textbooks on the schools, it would be nice if the teachers would get a say in what would become part of the textbooks. So, part of the assignments could be to suggest improvements to the textbooks. Maybe write or edit paragraphs. And send back the notes. Nothing fancy, pencil and paper would already be enough. These notes can be processed by the editors of the textbooks. Best to keep a list of contributors at the back of the final textbooks.

Obviously, there is not a lot that can be done in the one to two years in the run up of a large roll out. Especially as the teachers will have their normal responsibilities and duties, which would already take up their time. A course with associated book, magazines, and radio and TV programs would probably be the best option.

This is a format that is used world-wide for teaching languages. There is a lot of experience with such TV/radio courses. The exact formulation will obviously depend on local circumstances and customs. The real advantage of such a program is that it can be produced and staffed by locals. Teachers “on the ground” can be interviewed, and radio shows can contain phone in question and answer sessions as well as listener feed-back. This is all quite ordinary practise in most countries.

It would be unrealistic to expect that all teachers will have opportunity and time to fully participate in the interactive and collaborative aspects of such a program. But the more teachers have a chance to be active in the program, the better it will take root. And for teachers too it will hold that peer instruction is the second best thing after teacher instruction. So if the program can reach a large fraction of the teachers, we can hope that their knowledge will diffuse through the whole community. And there is no reason to stop the information program after the roll out is completed.

Discussion and Conclusions

It is obvious that developing countries will not be able to double or triple their number of teachers in the short term. So for the next decade or so some solution will have to be devised and implemented to improve education for the children entering school. Beyond more teachers, there are only few options left. Technology is one of them. To increase the chance that the chosen technology will actually be effective, some precautions should be taken. Basically, the probability of success will vastly increase if the technology can be used and maintained by children for the intended purpose. Which is basically the main aim of the small bullet list above. Anything more complex or demanding risks being relegated to gather dust in a corner.

But after we have the wonderful gadgets and gear, it should improve education. As teachers will have to change their teaching habits, it is very advantageous to instruct them in using the technology to improve their lessons. Given the other obligations that occupy teachers, any face-to-face training courses have to be short. To make the changes permanent, an interactive follow up is needed over the months that follow the face-to-face courses. A large number of options exist for semi-interactive distance courses and follow ups: magazines and tapes in the mail, radio and TV with phone-in, or question sessions by mail or phone. All these are distance learning practises with a long history. Only think of all the language courses broadcast around the world.

Under-development and over-stretched schools have shown to be very hard problems to solve. Although some kind of technological progress will be involved in the eventual solution, it is still unclear whether introducing any single technology can actually help. But as technologies like radio, TV, mobile phones, and even Oral Hydration Therapy have shown, the dire effects of important global problems can be alleviated by introducing certain types of technology. With only limited instruction, I think it will be possible to find solutions to help alleviate some of the educational problems that result from a chronic shortage of qualified teachers in the developing world.

References

Ansary (2004). A Textbook Example of What’s Wrong with Education: A former schoolbook editor parses the politics of educational publishing, Tamim Ansary

Beshears (2005). The Case for Creative Commons textbook, by Fred M. Beshears, U.C. Berkeley, April 07, 2005

CESifo. Class size and student-teacher ratio, CESifo DICE Report 4/2009

Creative Commons (2010). Open Textbook,

Durbin (2009). Durbin Introduces Legislation to Make College textbook more Affordable (press release)

Huebler (2008). International Education Statistics, Analysis by Friedrich Huebler, Pupil/teacher ratio in primary school, Pupil/teacher ratio in primary school

Indian Times (2009). CM gives Rs 15,000 and a bicycle each to girls, Feb 4, 2009

The Times of India (2009). India has one of the lowest teacher-student ratios: Expert,, Nov 7, 2009

Rogers (2010). Top 7 Reasons Why Most ICT4D FAILS – Dr Clint Rogers

UNESCO. Table 11: Indicators on teaching staff at ISCED levels 0 to 3, (accessed 02022011)

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The opening statement of this Education Technology Debate was titled “Is ICT in education a revolution or a fool’s errand?“. This is a puzzling question. Over the last decades, there have been many studies on the introduction of ICT in education. So why is it that we can still have a debate about the usefulness of ICT in education? Why has the matter not been settled after three decades of debate?

I think the continuation of the debate is for a large part due to the fact that the question is stated wrong. ICT is not one simple “application” that can easily be evaluated once and for all. ICT is a huge and complex cluster of ever changing technologies that have extensions in almost every aspect of industry, commerce, and private life in the developed world. The question should not be “Whether ICT is useful in education?”, but “How can ICT be made useful in education?”. Not because ICT is some magic spell that will solve all problems, but because ICT is needed to provide the children of the world the education they so desperately need.

I would like to step back from the question of how to make specific ICT solutions useful in particular schools, to the question of what is required to give children the education they need. And then look into the matter of how this might be achievable by deploying the tools we have, mainly ICT.

A good overview of the scientific studies on the use of ICT in education was written by Magdalena Clara (2007) for the CERI-KERIS (2007) meeting and her paper can be seen as the background of my contribution to this debate. The other papers in this meeting give a nice overview of current thinking (CERI-KERIS, 2007)

The first question to target is what is the aim of education? It is not high grades on standardized tests. But what is it?

A global view: Wealth, health, and happiness

World wide, people spend trillions of dollars on education. Educational spending constitutes around 5% of global GDP. A “simple” question is now: Why do people spend so much money on educating children? And often other people’s children? What do they hope this money will achieve?

The aim of educational spending can be compressed into a sound bite: To improve the future Wealth, Health, and Happiness of the children.

Future income and prosperity is foremost in the mind of those who advocate education. Children that receive an education will be more productive as adults. Hence, they will be able to earn more income. This wealth will benefit the whole community.

Moreover, it is well known that both personal and family health improves with the level of education of the parents, especially the care giving parent. This health improvement comes over, and is independent of, the increase of socio-economic status that results from education (e.g., Yuyu Chen and Hongbin Li, 2006). All school curricula contain implicit and explicit health related components, like disease prevention and dietary advice. This way, schools provide a major contribution to public health.

The last item, happiness, might sound rather vague and “new-age”, but has been at the foundation of every educational system I have ever seen. A primary cause of preventable suffering is ignorance and social misadaptation. The common cure has been moral teachings. Children have been taught moral lessons under the guise of religious, political, or civic education since the dawn of civilization. To avoid the endless confusion about “morals”, “life-style”, “civic duty”, and “freedom”, I prefer to say that education promotes the future happiness of the child as a member of the community.

Globally, people consider these effects of education so important that they are willing to spend close to 5 cent per dollar earned on education. Do the educational systems of the world deliver? For many children of the world, they do. However, for far too many other children, they do not deliver on any scale of educational achievement. In the (very) long term, education worldwide could be improved to adequate levels by supplying more teachers and more resources. But in the long term, we are all dead, and these children out of school. In the short term, the only solution would be to dramatically increase teacher productivity. That is, to let each teacher educate more children better. A daunting task, indeed.

Increasing teacher productivity

Education is a service “industry”. Over human history, a single teacher has been able to handle around 30-60 pupils at a time, with no real increase of numbers over time. It should be understood that group sizes of 30 pupils and less are certainly preferable for the quality of education. The ideal seems to be adequate teacher quality (training), groups of 20-30 pupils, all at comparable educational level, with text books and some other materials available. Reality in many regions is, deficiencies in teacher training, up to 60 pupils of varying levels, and few or no text books or other materials. A description of such schools can be found in Oscar Becerra (2010).

The challenge is to improve educational quality in such schools without the ability to supply more teachers on short order. That is, to increase teacher productivity, defined as the cumulative increase per teacher of earning capacity, family health status, and happiness of the students. It is obvious that there are no practical ways to actually quantify “real” teacher productivity. Well-known proxy measures are increases in some skills, e.g., reading level and mastering of arithmetic. However, it must be remembered that these are just proxy measures.

So the challenges to improve teacher productivity are, in no particular order:

• Supply teaching materials
• Improve teacher’s mastering of the curriculum
• Improve teacher handling of groups larger than 30 pupils
• Improve teacher handling of diverse groups of pupils

The only two known ways to improve productivity in a service industry are education and ICT, i.e., networked computers. Education was the problem to begin with, so this leaves us with ICT as the only short term way to improve teacher productivity in the schools as described by Oscar Becerra (2010).

The question now that remains is, can it be done at all? Can teacher productivity be increased? Or are we forced to admit that there is only one solution: Supply more teachers? I sincerely believe that it is possible to improve teacher productivity in the short term and so improve education in disadvantaged communities at a reasonable cost.

The remainder of this contribution is an attempt to argue the possibilities of ICT4E for improving teacher productivity. As a model for this discussion, I take the OLPC 1:1 distribution model as described by Oscar Becerra (2010). In this model, every child and teacher has a personal laptop and there are network connections between the laptops, at least around the school building. There is a periodical update of library and software materials, possibly through an Internet connection of the school or by exchange of some storage medium, eg, a portable computer disk.

Teaching: drill and debate

Wayan Vota started his introduction with a reference to Plato. If we go back to classical Greece in his spirit, we can see two opposing approaches to teaching, which can be simplified as the Spartan and Athenian way. The Spartans raised their children to be good soldiers. The aim was to be practical and the tool was the drill. The Athenians raised their children to be good citizens. The aim was to become politically engaged and the tool was the intelligent conversation.

Very appropriate, the face of Spartan education is a mythical state reformer, Lycurgus, who organized all life in Sparta around military power. The face of Athenian education is a historical philosopher, Socrates, who taught by debate, or rather, guided conversation. Obviously, the above is a caricature of historical Greece. But the aim of these sketches is not historical accuracy, but to characterize archetypes floating around in the educational world.

The current debates between “traditionalist” and “constructivist” models of teaching are also debates between Spartan and Athenian models. In the end, we obviously need both. Some skills are better learned with practice, or drill. Other skills are best learned by guiding students to find their own solutions.

It is easy to envisage a hundred people doing drills in an exercise field but it is difficult to imagine more than a handful of people discussing a question at a market place in an orderly fashion. The same can be seen in a school. A classroom with sixty children can easily recite exercises together or all copy a lesson from the blackboard. However, it is difficult to see how a teacher can give personal attention and feedback on performance to all children individually in such a large group.

When teachers are strained due to large groups, little time, and few teaching materials, they will fall back to drills to get any teaching done. When the strain is relieved, it is natural that the balance will be shifted to more individual guiding at the expense of drill practice. Teachers, schools, and parents will have to adapt to this shift. There will be inertia against change as it will be initially difficult to evaluate the value of the new teaching against the known outcomes of the old methods. For instance, writing essays or organizational skills are more difficult to judge than correctly reciting lists of facts.

There is one thing missing in the above argument. That is the fact that all education requires motivation. Especially in children, the most important job of the teacher and the parents is to motivate the pupils (by stick and carrot) to learn, whether it be drill practice or not. The main motivating factor in education is relevance (e.g., Oscar Becerra, 2010).

Targeting teacher productivity: The role of ICT

The above global, birds-eye view of educational practices has been made to set the stage for a discussion on how to assist failing schools. Against this background, we can more easily discuss how ICT can be recruited to help increase teacher productivity. For simplicity, and a good sound-bite, think of ICT as the technology to deliver Information, Communication, and Tools to teachers and students.

As a starter, if there is one major role for ICT in education, it would be the distribution of Information in general, and teaching materials in particular. With current technology, it is possible to compile a mobile library that a child can take home. Electronic text books solve a lot of the production and distribution problems in teaching materials, as well as allowing easy updates. If every child has access to a computer in class and at home, it becomes very easy to supply every child with up-to-date text books and a portable library. And the library does not have to be limited to texts and pictures, but can include multi-media resources. This is an obvious application of ICT4E that has immediate effects.

Motivation
Motivation in education is to a large extend a matter of relevance of the curriculum and inter-personal relations at school and between school and parents. In general, more relevance and better contacts tends to result in better motivation and better educational results (e.g., Oscar Becerra 2010). The role of ICT is two-fold.

General office automation software can help with better student records and parent contacts. Moreover, with teaching materials and text books available in electronic form, they can be adapted more easily to local situations to make them more relevant to the children. There is a consistent trend that long term student motivation increases after the introduction of ICT in schools (Anja Balanskat, 2007; Oscar Becerra, 2010).

For a national supplier of teaching materials, it is relatively cheap to assemble additional, localized, information to supplement a standard electronic text. For instance, biology lessons could be supplemented by examples of local flora and fauna, instead of a single text with a national selection of plants and animals that might not be very relevant to the children. Such localization is expensive in the production of paper text books, but very cheap in electronic text books.

With electronic distribution and school based storage, it becomes much more practical to make teaching materials relevant and attractive to the children. Which will help improving motivation in school. Note that this distribution model also allows for easy distribution of supplementary materials for the teachers. Thus also allowing for better teacher preparation.

The Spartan model: Drill
It is a truism that to learn anything you have to practise. In martial terms, “an army fights as it trains”. In general, more practise is better to the extend that children that spend more time on a certain subject tend to master it better. This can be called the drill aspect of education. Often, it is not so important how a particular skill is practised, as that there is practise at all. There is a huge pitfall in relying on drills. The underlying assumption is that the drilled skills can be applied in real life. But any expectation that children can generalize and extrapolate from the classroom to the real world is at best a speculation waiting for proof.

The point of drill practice is that there is only a limited scope for supervision. The only condition is that the student performs the exercises correctly. If she does, no teacher or other supervisor is actually needed. So it is no surprise that “drill and test” practices were the most popular targets of educational software (e.g., Report to the Ministry of Education New-Zealand, 2000). Drill and test software comes closest to the “ideal” of relieving teachers from supervising children.

Drill and test software can generate unlimited numbers of exercise questions and track student performance. Progress of the children to the next level can be made conditional on performance at the current level, so students can progress at an optimal pace. Teachers can easily follow the progress of students from a distance and check whether they actually practice. Unsupervised practice might ideally free up teacher time for helping pupils that need personal attention, while not hampering the progress of those who do not need personal help. Such software is already in widespread use.

The next step in using drill and test software is to delegate it to times the students are not expected in class. If teacher supervision is not needed, the practice can be done at home or elsewhere. Class time can then be used for other purposes.

The Athenian model: Guided conversations
Education does not consist of poring a substance called “knowledge” into the heads of individual students. Teaching is a social interaction. Any attempt to structure education without social interactions between teacher and students is destined to fail. The social aspect of teaching is most clearly visible in the Athenian, or Socratic, model of educating by conversation.

In the Athenian model, students are taught to argue, debate, and find their own solutions. This prepares students to the real world, where they will have to collaborate with colleagues to face problems never encountered in school. The basic assumption behind this method is that the debating, researching, and learning skills can be applied to effectively master many relevant subjects.

ICT can still help in this phase of education. The crucial part of this guided conversation is that it is about communication between students and between students and teacher. And although we know there is nothing better than a face-to-face talk, other means of communication can substitute if face-to-face time is not available. Video conferencing, conference calls, Instant Messaging (or twitter), Wiki discussion platforms, school web-sites, and email correspondence are all useful ways to communicate at a distance.

Virtual Classrooms
It is possible to extend the classroom face-to-face conversations into electronic collaborations, with electronic conferencing as communication channels. It is well known that peer guidance is the second best thing after teacher guidance. The decoupling of group work and guidance from the classroom and school times to virtual groups, or virtual classrooms, would allow children’s supervision and guidance to be shared by different teachers (if available) and peers. If network connections are available, children could be working in peer groups that could span classes or even schools and supervision could be shared over teachers and (older) students.

The main advantage of such a virtual classroom set-up would be more efficient use of teacher time. With virtual classrooms, the teacher is not restricted to a particular place, and sometimes even a particular time, for teaching. Virtual classes do not have to demand all of a teacher’s time continuously, but she might be able to distribute attention over several tasks and virtual classrooms. In some situations supervision can be partially delegated to other students.

From the student’s view, virtual classrooms separate them (from the distractions of) other children that might be present physically, but do not partake in the same lessons. Virtual classrooms can allow children to be taught interactively while not actually, physically, present in the same classroom. Thereby giving children the benefits of the Athenian educational model, while not demanding everyone to be present at the same place at the same time.

Obviously, there is no point in trying to organize all teaching in virtual classrooms where children stay at home. This is not how education works. Certainly not with small children. But many aspects of normal classroom interactions, like group work and home work, can be made much more efficient using collaborative software and simple communication channels, like email or drop-boxes. These technologie becomes more relevant when coping with situations where children have only half day lessons due to a lack of teachers and classrooms.

An important criticism of the Athenian approach to education is that leaving the actual learning of subject matter out of the classroom leads to the pitfall of the sophists. People who could eloquently argue for or against any standpoint on any random subject without mastering even a single one themselves. The real strength of the Athenian method is that it teaches students to master skills and solve problems themselves in collaboration with peers. Lifelong learning might seem a mirage in schools struggling to provide for education now. But if there is one thing that we know for sure it is that children in school today will have to learn a new set of skills at various times in their working lives. School should prepare them for this re-education, if at all possible.

Criticism: Can ICT4E actually work in the developing world?

The above is all nice and well, looking at ICT4E as an option to improve education in less developed countries. But what if there is no alternative to more and better qualified teachers? What if we simply have to give up and wait for that (elusive) moment the required quality and quantity of education can be delivered to the children the old way? What if the current generation of children cannot be helped at all and are “lost”? This is more or less the position of Kentaro Toyama in his contribution to this debate and an earlier article (Kentaro Toyama, 2010, 2011).

Critics of investments in ICT4E can point to monumental failures in introducing technology to aid in development. In each individual case, the reasons for failure are complex and intricate. Generalizing, even over-generalizing, it can be said that all the really hard problems of humanity have at their root social problems. Economic, agricultural, industrial, and technological solutions are all only effective if they are also able to solve some of these social problems. The problems of under-development and failing education are not different.

The received opinion is that technology, like any other “solution”, will only work if it is integrated in the social structure. It must become an integral part of the lives of the people. There are remarkable exceptions to this rule. Few communities have had problems with embracing tele-communications technology, i.e., movies, radio, TV, or fixed and mobile phones. If you allow people a chance to hear, view, or speak other people, they will grab it with both hands. All these communication technologies have caused revolutions in the lives of people all over the world (e.g., Charles Kenny, 2009). But in general, it is true that an externally supplied solution only works if it can be integrated in the life of those who receive it.

Criticism is generally directed towards Educational Technology (Kentaro Toyama, 2010) which is treated as some field separated from general ICT. The conclusion then is that as delivering Educational Technology has failed to solve problems in X cases, it must be dismissed as a possible solution to the problems of the developing world. However, the fact that ICT can be used in education does not create a separate, isolated field of ICT4E.

In reality, ICT are a cluster of hard- and software technologies for the control, communication, and handling of information and multi-media. This cluster of technologies is more extensive, diverse, and volatile than anything produced by humans before. These technologies have changed the face of industry, commerce, and private life the world over, e.g., it allowed the economic rise of the BRIC countries. Deciding now that none of these technologies can be harnessed for education in poor communities seems at least premature.

The question Can technology benefit failing schools? is meaningless and cannot be answered with Yes or No. In my opinion, the only real question is How can technology benefit failing schools?

Discussion: [ICT4E] is no more about computers than astronomy is about telescopes (Adapted from Edsger Dijkstra)

The Spartan drill delivers skilled workers, the Athenian debate produces educated citizens. We want children to be educated to become both productive workers and engaged citizens. For such an education, students and teachers need good, up-to-date information and teaching materials, good tools to work and practice with these materials, and communication channels to collaborate and interact with peers and teacher.

In this context, ICT4E becomes Information, Communication, and Tools for Education. Every school will benefit from such ICT4E, but I expect that schools that are overstretched by the limitations of the resources of their country will benefit most.

Any improvement in the situation in schools, and the introduction of new tools and possibilities in general, will lead to changes in education itself. If the implementation works out well, the balance of teaching will move from drill practise towards more “Athenian” style teaching. Children will start to learn new things. New things that might not fit easily in the existing evaluation models. Schools should be prepared for such changes. And schools should prepare teachers and parents for such changes.

In light of the quote from Edsger Dijkstra, what part can the computer, or ICT in general, play in education? I think the analogy to the telescope is very apt. A telescope is a personal access point into astronomy. A computer is a personal access point into an educational world of tools, connections, collaborations, and information. Such a computerized environment can help to raise students and teachers above the isolation and resource limitations that hold back education in so many parts in the world.

What is exactly demanded from ICT4E, and how the demands should be prioritized, is a matter of local requirements. 1:1 Laptop programs, e.g., the OLPC program, are the most thorough of such applications of ICT4E. And the paper by Oscar Becerra (2010) illustrates such a program. Many more can be found at the official site of the OLPC program, or at the independent site, OLPC News.

1:1 Laptop programs tackle all problems at the same time: Dissemination of teaching materials, communication and collaboration, and both general and specific tools useful in school. So a 1:1 laptop program is very likely to solve those local problems that can indeed be solved with ICT. But such 1:1 programs are complex and costly and not the be all and end all of ICT4E, e.g., see Magdalena Clara (2007) and this debating site itself. For a large number of reasons, 1:1 programs might not fit the requirements of individual schools. In the end, it all depends on the needs and resources of the school (Michael Trucano, 2007; InfoDev.org).

Back to the original question “Are ICT investments in schools an education revolution or fool’s errand?“.

ICT in education can be a revolution, like text books or black boards once were. But just as some text books turn out to be useless, not all applications of ICT will be revolutionary or even useful. Every human endeavour can fail. And we know that ICT4E has had its share of failures. But as I argued above, the question is not whether, but how ICT can be useful in education. Because, short of “growing” teachers on trees, there seem to be no other option to improve education for the generation that is now entering schools in the developing nations.

References

Anja Balanskat (2007). “Comparative international evidence on the impact of digital technologies on learning outcomes: empirical studies”, CERI-KERIS 2007

Oscar Becerra (2010). “What is reasonable to expect from information and communication technologies in education?” Educational Technology Debate, Computer Configurations for Learning

CERI-KERIS (2007). International Expert Meeting on ICT and Educational Performance

Yuyu Chen, Hongbin Li (2006). “Mother’s Education and Child Health: Is There a Nurturing Effect?”

Magdalena Clara (2007). “OECD Background paper ‘Information and Communication Technologies and Educational Performance’“, CERI-KERIS International Expert Meeting on ICT and Educational Performance

ETD (2009). “Assessing ICT4E Evaluations”, Educational Technology Debate

InfoDev.org. “Quick guide: Monitoring and evaluation of ICT in education initiatives”, Web Site.

Charles Kenny (2009). “Revolution in a Box”, Foreign Policy November/December 2009

Report to the Ministry of Education New-Zealand (2000). “A Review of the Literature on Computer-Assisted Learning, Particularly Integrated Learning Systems, and Outcomes with Respect to Literacy and Numeracy”, UniServices Ltd

Kentaro Toyama (2010). “Can Technology End Poverty?“, Boston Review, November/December 2010. “Response” from KT:

Kentaro Toyama (2011). “There Are No Technology Shortcuts to Good Education“, Educational Technology Debate, ICT in Schools, January 2011.

Michael Trucano (2007). “What do we know about the effective uses of information and communication technologies in education in developing countries?”, CERI-KERIS 2007

Our model: Producing Educational Games for a $10 Computer

Playpower is an open-source community that supports the design of affordable, effective and fun educational media for underprivileged children around the world. We are currently developing a suite of educational games for a $10 educational computer.

The computer is so affordable because it is based on a 30 year-old 8-bit microprocessor technology that is now in the public domain; the computer is now produced by dozens of competing manufacturers, driving costs down. The 8-bit computer comes with a keyboard, mouse, game controllers, dozens of games, and uses a home television as a screen.

This computer is widely available for sale in dozens of developing countries, including India, Pakistan, Nicaragua and Brazil. The existing economy of scale creates an opportunity for a new model of ICT4D distribution, which we call a “Manufacturing Intervention.” In this distribution model, the completed Playpower games are given away to the manufacturers, who can “preload” the games with the computers they sell to distributors. In this manner, Playpower games can piggyback on the existing distribution network, which is already reaching millions of BOP (bottom of the pyramid) consumers.

This $10 8-bit computer is just the beginning. We believe that a wide range of technologies, including netbooks and smartphones, will soon be widely affordable to BOP consumers. As these devices already come preloaded with games like Solitaire and Snake, preloading educational games and media on these devices could effectively reach millions of children for a very low cost.

Where is the Educational Content?

While market forces will make ICT that is affordable to BOP consumers, it seems clear that low-cost computer manufacturers will not have the profit margins to invest in the creation of effective educational content. So, the question is, who will create the content? Perhaps more importantly, who will pay for the creation of the content? It won’t be the consumers, nor the device manufactures. We believe that government and private support is needed to create a shared, remixable global library of educational media.

Intellectual Property and Content Appropriation

The $10 computer uses the same microprocessor technology as the 8-bit Apple II computer. The Apple II (along with other low-cost 8-bit computers) introduced computing to millions of children in America, with 8-bit educational games like Oregon Trail, Number Munchers, and Where in the World is Carmen San Diego. While these games have little commercial value, they would be valuable on our platform—unfortunately, their copyrights will not expire for another 50 years.

We strongly advocate the modification of international intellectual property laws to promote the availability of educational digital media content in developing contexts. Ironically, at a consumer and business level, intellectual property is often completely unprotected in developing contexts—but this is not improving the availability of educational media. We believe that Intellectual property laws and licenses should be enhanced to support the legal flow of information to places that need it most—those who are most unable to pay for it.

The Case for Public Support of Digital Educational Media

Even conservative political philosophies believe that governments should provide free and effective primary school education. This is one reason why a quality, free public school education is recognized by the United Nations as a Universal Human Right. Despite this fact, millions of children around the world are receiving an ineffective primary education in government schools. In addition to the life of ignorance and low-wages facing these children, a lack of education stalls economic and political development. Low-quality education may even effect global security: the low quality of public schools has driven the dramatic expansion of religious schools in places like Pakistan.

In contrast to teacher training, quality digital educational media can scale rapidly and at a very low cost. It can often be quickly modified for regional languages and curricula, particularly if the source code is available. Furthermore, digital educational content can be improved over time, through an iterative development process. This suggests that digital educational media could dramatically impact education in developing contexts.

Unfortunately, creating quality educational media is difficult, time consuming, and often requires expensive efficacy studies and iteration. As a result, commercial media companies do not have the incentive to participate in the production of quality educational media—particularly media that is focused on developing contexts. This suggests a clear need for the public support of educational media development, at a regional, national and even international level. In addition to governmental procurements, governments could also incentivize content development through tax credits for media that serves the public good. To make the case for public support, however, it is important that ICT4D researchers can generate solid evidence for the utility of digital educational media.

Playpower Research

While we strongly support digital educational media in schools, Playpower.org is focused on providing games that can serve the needs of families—specifically, families that might buy a $10 educational computer. Therefore, we have undertaken an extensive field research program in India to identify these needs and to understand the use of the 8-bit computer in low-income households. Surprisingly, this research has identified a range of low-cost computing technologies that are currently prevalent in low-income households ($100-$300 per month, per household).

Since cable TV is widespread, even in low-income households, we found many families that had televisions or set-top boxes that had built-in games, including educational games, which are played with a remote control. Other households had handheld video game systems with small screens, while others had “Toy Laptops” that contained a range of educational games. Of course, mobile phones are ubiquitous in low-income households, and are almost certainly the most common gaming platform. Playpower.org has an academic collaboration with Millee, an organization that is focused on developing English learning games for mobiles phones.

Value of Playing Video Games

Given that our 8-bit computer platform is primarily used for playing video games, we hope to investigate whether video games contribute or detract from our educational objectives. Our fieldwork indicates that many low-income children in urban India have played video games, either on a mobile phone, on the television, in an arcade, or even on a PC. Does this experience have any positive or negative effects?

There is the possibility that playing videogames can improve economic opportunities for low-income children. While further study is required, the logic of this claim is as follows: videogame play seems to generally increase a child’s interest in computers; this interest results in more exposure to computers and enhanced motivation to learn computer skills, which subsequently results in videogame-playing children developing more computer skills, relative to children who do not play videogames. These greater computer skills can directly lead to meaningful economic opportunities.

Join Us in Person

Sound plausible? Let us know your thoughts in the comments below. And if you’re in New York City this weekend, join us for a Playpower 8-Bit Game Design Workshop at NYU.

The workshop will be led by Playpower founder Derek Lomas, Playpower programmer Kishan Patel, 8-bit artist Don Miller, and NYU professor Chris Hoadley (host). We’re focusing on:

• Furthering the develop Playpower’s current suite of games (e.g., Hanuman Typing Warrior, Hanuman Quiz Adventure, Malaria Prevention prototype)
• Learning the basics of 8-bit game design
• Expanding Playpower’s growing volunteer network!

We’ll have a mix of artists, graphic designers, programmers, learning specialists and ICT4D experts. If you’re interested in attending, please fill out this form ASAP.

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I thought I’d jump on the new near “top trends” bandwagon and provide some observations of my own for information technology for development (ICT4D).

Netbook fever and 1:1 computing in education begin to fade into the background

Ever since Nicholas Negroponte launched the One Laptop per Child project and Intel followed with the Classmate PC, the buzz has been about netbooks for classrooms, or 1:1 computing (one computer for each student).

The reality is that the majority of netbooks sold are not sold to schools, but to middle class consumers who are looking for a smaller notebook form-factor. In my 2009 travels, ministries of education in Latin America seemed to be the most notebook centric. Peru had purchased 150,000 XO laptops. Chile wouldn’t even consider anything that wasn’t mobile. As governments’ emerge from budget lockdown, I predict that they will look for more affordable and realistic options, such as PC labs and desktop computing.

Alternative computing models “cross the chasm.”

A desktop PC or notebook computer has typically been the primary way people in the developing world get exposed to computers and the Internet. That is changing rapidly with the introduction of solutions that significantly lower acquisition and maintenance costs and provide increased energy efficiency over a standard PC or notebook. For example, the company I currently work for, NComputing, sells a product that allows up to 30 users to share one, inexpensive desktop PC by hooking up additional monitors, keyboards, and mice to small access devices and costs about 75% less than a PC and uses 90% less energy. In 2009, NComputing reached 15% of the US market desktop computers in K-12 education.

Microsoft has also embraced “shared computing” for education, announcing a new product called Windows Multipoint Server that will be available later this year. Many developing countries, such as India, Brazil, Pakistan and others, now allow these type of solutions to be bid in addition to standard PCs and notebooks. Just as shared access will prevail over 1:1 computing, virtual desktops will become an increasingly popular option given the tremendous cost savings over traditional desktops.

Mobile phones and Computers

The final trend to watch is whether one form factor – the mobile phone or the computer – will win out over the other in ICT4D. With smart phones providing most of the capabilities of a computer, some argue this will be the ICT device that prevails. But is it really a zero-sum game? My opinion is that the computer and the mobile phone will coexist for the foreseeable future.

Sometimes you just need a full-size keyboard and monitor for an application. And sometimes you just have to be truly mobile (and by mobile I mean being able to transact on the move vs. sitting somewhere with a laptop). At Intel we often talked about “three screens” … the small screen (handheld), the bigger screen (computer), and the biggest screen (TV).

But all of these trends should lead to increased development through access to innovative ICT solutions and services that could be created and driven by social enterprises. I’d love to see a special report from BusinessWeek and The Economist on the convergence of these trends and its impact, but if not, we can always blog about it.

ICT Devices:

Wayan Vota drew attention to Sony’s decision to adopt a common e-book format, and asked whether this could be the beginning of a unified content publishing system that would lower costs and barriers to entry. I responded that a unified system would certainly overcome some of the compatibility problems, but it would not mitigate the costs of encryption, Digital Rights Management, and host servers.

Richard Rowe welcomed the idea of a unified system, and expressed the view that Sony was way behind the Kindle with its e-Book Reader, on account of Sony’s requirement for a wired link to a computer for downloading – which he described as a non-starter.

My own view is that the current version of the Kindle is a non-starter for developing countries, because it has no web browser, e-mail facility, or applications like Word and Excel. My current preference is the Asus, but new products are being launched all the time, and I have no doubt that more suitable and lower cost ICT devices will continue to appear for the foreseeable future. However, no one device is suitable for all educational needs, and institutions in developing countries need advice on what is best for their students.

Affordability:

Peter Rave expressed the view that ICT devices would remain out of range for the “bottom of the pyramid” unless the price was less than US$50, or as low as US$15 in a country like Nigeria. While this may be true for children in most primary and many secondary schools, it is by no means true for all, especially if the devices are shared. Also, most university students can afford at least US$1 per week, which is just enough to purchase a notebook computer, provided the cost is subsidized, and it can be spread over 2-3 years by means of hire purchase facilities or built into the educational fee structure.

Incentives:

Tim Kelly endorsed my view that institutional recognition and financial rewards are needed to encourage more academic staff in developing countries to develop and/or adapt OERs. Alex Draxler agreed, and pointed out that OERs are being created to some extent in developed countries in higher education, but not at the school level. He added that “the joyous anarchy that reigns in the creation of on-line content for general audiences is not a working model for education”, and then he asked the key question: “How can we create the proper incentives in developing countries?”.

My response is advocacy, oiled by that scarce educational commodity – money. The advocacy part needs to focus on the low hanging fruit, namely, the prospective champions. These may be Vice Chancellors, academic staff, head teachers, or even Ministers of Education and civil servants in some countries.

The object is to create good examples of collaborative OER development and adaptation, underpinned by sustainable communities of practice and, most importantly, relevance to the participants. These need to be hailed as examples of best practice, and accompanied by institutional awards as well as financial rewards wherever possible. I could even envisage competitions in certain countries at national or institutional level although, in certain other countries, corruption would likely create a disincentive.

Courseware Packages:

Richard Rowe responded to Alex’s incentive question by describing a road map, which started with the creation of courseware packages covering the basics of learning to read and manipulate numbers, including lesson plans, textbooks, and workbooks – the idea being to give people something to work with.

The next stage was translation and contextualization by NGOs in partnership with government agencies responsible for curriculum development – the idea here being access to both the core content and the software tools required to convert it into something appropriate for respective regions. The final stage was teacher development, so that teachers learned how to use high quality learning resources effectively.

In my view, the road map has much to commend it, especially at primary school level; however, I do not believe that “one size fits all” and, in many countries, it would likely falter for reasons of language, capacity, ownership, motivation, and/or budget – all of which are asymmetrical. As I am sure Richard recognizes, the key ingredient for success is the quality of local input and collaboration; however, this needs to include academic staff and teachers as well as NGOs and civil servants, and I suspect it is needed at stage one, and not left until stage two.

Also, in many countries, parallel programs will be required to build local capacity in terms of courseware design, computer literacy (especially teachers at primary school level), and to deal with monitoring and evaluation. Above all, a “take it or leave it” package, supplied with the best of intentions from the US and other potential donor countries, is unlikely to fly.

One final point is that, in Richard’s introductory post, he says that “high quality, free, and open courseware… resources are readily adaptable to local conditions and are inexpensive to produce and distribute.” While this may be true of a few areas of science, my experience has generally been the opposite, especially at primary level, and when interactivity and multimedia are involved.

Global Library Network:

In Richard’s introductory post, he outlines plans to develop a federated network of national libraries, comprising free and open k-12 content. This is an ambitious program, which recognizes the asymmetry of needs and resources by establishing Open Learning Exchanges (“OLEs”) in each participating country. I believe that the program could have great developmental value; however, many obstacles need to be overcome, as I am sure he knows, notably:

1. the concept of a multinational OER platform is not exclusive, e.g. OER Africa,
2. many existing silos of OERs will need to be integrated, requiring compatible formats, and consistent tagging of metadata,
3. a federated network of national libraries runs contrary to vested interests in some countries, and will require agreements at both government and institutional level,
4. the system will need to aid selection, provide feedback, and deal with obsolescence, and
5. the system will need to support multiple languages.

Languages:

Tim Kelly expressed the view that the development of OERs works much better for widely-spoken languages, such as English, than for local languages. He thought that, while both will co-exist, the wider use of OERs might reinforce the pre-eminence of English as a teaching medium. I acknowledged that English is already the pre-eminent language in which many subjects are taught, especially at universities, and I emphasized the need to find suitable ways of supporting the teaching of language, literacy, and numeracy at primary schools with ICT, where local languages are most commonly used.

Richard thought that English was becoming the common language of the world because the world’s economy is choosing it. He emphasized, that the OLE model provides each country-based center with the tools they need for translation and localization into the languages of their region. Ideally, he thought this would enable literally thousands of local languages [to be supported], with English as the second language. He acknowledged that a centralized system for such translation and localization would, indeed, lead to an almost exclusive focus on English.

Intellectual Property (cost structure):

In Richard’s introductory post, he anticipated that commercial producers of educational materials employing Digital Rights Management systems will find it difficult to compete with OERs in the future, and that for-profit publishers will perforce modify their business models.

While I agree that publishers are modifying their business models, I think it is important to compare the cost of producing OERs and proprietory content on the same basis. In particular, educators who produce OERs may not be “in it for the money”, but they are usually paid, as are the editors, formatters, promoters, and reviewers. The difference is that the cost arises at source and is only incurred once, whereas proprietory content is paid for through the mechanism of sales.

The true cost difference therefore lies in the relative cost structures and profit/loss of the publishers and distributors, which may or may not represent value for money in terms of efficiency, quality, and awareness. I therefore don’t think that publishers are at an intrinsic commercial disadvantage, and I believe that changes in the business model are driven more by perceived new profit opportunities than by fear of competition from OERs. The real concern of publishers is breach of security, since it denies them the income from sales, while continuing to expose them to the costs of production.

Conclusion:

The discussion above highlights, among other issues, the asymmetry of requirements in the field of education in developing countries, and it points to the overriding requirement of needs assessments when designing interventions. The maxim “one size fits all” should always be viewed with the greatest caution.

A note on Terminology: In this paper, as in my introductory post, I use the term “e-books” to describe proprietory, full text books that are available in digital format. I use the term “e-book devices” and “ICT devices” to describe the hardware upon which e-books and/or Open Educational Resources (“OERs”) can be accessed and displayed.