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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Two months ago a heated discussion took place in Educational Technology Debate after an article by C. Derndorfer described what seemed to be a hopeless outlook for the Peruvian OLPC program. What Derndorfer described were not problems with a particular ICT strategy but the daily problems you face when trying to improve an educational system in which many things have been failing at the same time for decades.

You simply don’t get three hundred thousand well educated, passionate, committed teachers overnight, nor you overhaul ninety thousand schools in two or three years. This article describes one possible way to face the challenge of improving the Peruvian public education system by using a mixed strategy:

Let children and teachers have ICT available and explore it in a non threatening way, try not to get involved in the quasi religious discussions between those who “believe” in the Wintel approach and those who interpret Negroponte as an enemy of teachers, and face what happens in the real world where there is no easy way to 100% Internet access, there is no money to give every child one computer, there is no way to “train” teachers who haven’t been properly prepared to teach, and teachers’ salaries will not improve overnight.

This article outlines the considerations for implementation of massive computing access projects aimed at systemic low impact long term improvements through what we call “Technology Resource Centers”, where teachers and students may have access to ICT and additional technologies at their own pace and in their own terms.

Several authors: Holt (1983), Kozol (1993) and Conroy (1987), have suggested that school education, as we know it, has lost its value as an instrument in the development of the individual. With different arguments and perspectives, they point out how the interest in processes and methods has shadowed the required genuine concern for the personal growth of students, transforming the educational system in a purposeless organism where everybody pretends: Teachers pretend to teach by delivering information according to established methods, students pretend they are learning by passing tests requiring repetition of the information received and society as a whole pretends this is good.

Some authors, Perelman (1992), Holt (1964) even suggest that there is no possibility for improvement in school education and the only hope for improving it is to replace traditional education with a completely new mechanism.

Gardner (2000) is more hopeful, he advocates for an Education aimed to the teaching of truth, beauty and morality and questions theorists who focus in the instrument rather than the purpose of Education. What can we do in an educational system where even the traditional is poorly performed and we are not able to attain even the modest aspirations of traditional educational settings? How can we prepare our new generations to cope with the challenges of the XXI century in a system where many want us to believe good teachers are the exception, infrastructure is poor and society as a whole seems to have been ignoring Education (in spite of discourse and writings about it) for decades? Guggenheim’s movie “Waiting for Superman” seems to be documentary aimed to demonstrate how poor is the American Public Education but has been severely criticized (also read R. Weingarten and G. Stager) for its lack of objectivity and biased point of view.

A few days ago I attended the opening of a demo center where a supposedly ideal ICT4E setting was showcased. It was really impressive in terms of the technology available: Fully wireless connected computers of all sizes, interactive networked whiteboards, etc . etc. I really got some really good ideas and information of what is available, my only objections were:

1. It was all conceived based on children and teachers as consumers of content; and
2. In order for the wonderful things described to happen great teachers in charge were needed.

I am not against consuming good contents, my concern is children usually learn more when they are producing contents than consuming it, unless it is really interesting for them, which takes me to the ideas R. Bao and myself wrote about in 2004: the lack of meaning crisis in the educational system. A crisis happening in spite of a well thought sensible curriculum designed and validated to be a tool for development of competences preparing children to succeed in the XXI century. Some specific characteristics define that meaning crisis:

1. Students do not perceive the educational system, as useful, or having a purpose, and conclude education is meaningless. In many cases, failing students regard formal education as useless.
2. School curriculum requires what Spiro calls oversimplification (Spiro, 1990, 1991, 1992) or reductive bias in order to be taught in the required periods. The result is that students usually forget most as soon as they pass tests. This can be easily demonstrated by asking simple questions about any school subject to adults who have been disconnected of the school environment for a while.
3. Teaching methods emphasize memorizing and repeating information. Even when teachers try to change these methods they are not concerned about giving students reasons why it should be important for them (the students) in their real lives to acquire any piece of knowledge. Teaching should emphasize a key factor in knowledge construction: cognitive flexibility (see Boher-Mahall paper)
4. The constructivist approach, which aimed at transferring control from teachers to students and set the foundations for learning in the students’ willingness to learn, can also fail if the teacher lacks the required knowledge to become an informed guide in the quest for knowledge construction. An ignorant constructivist teacher can be as negative as a well informed behaviorist one as described by Cromer (1997).

Let’s try to describe the educational reality of Peru: There are 8.6 Million students: 75% public, 25% private; 80% urban, 20% rural, 200,000 children attend almost 10,000 one teacher schools. Of a total o 490,000 teachers 65% are public school and 35% private; 83% urban and 17% rural. There are 75,000 Schools, 75% Public 25% Private; 52% Urban, 48% Rural. Pre-K & K coverage is 66.3% . Primary (1-6) coverage is 94.4 and 76.5% for secondary school. According to 2009 reports almost 80% children 12-14 have finished primary school (6th grade) and over 60% of 17-19 youngsters have finished school (11th grade). In all cases the trend is growing.

In spite of the above the Latin-American average coverage ratios, quality remains an issue: Peru rated among the worst in Math reasoning and Reading comprehension in 2001 PISA (the last reported year available). Irresponsibly, Peru opted out of PISA and returned in 2009 (results to be reported in 2010). A census evaluation applied to 180,000 teachers in January 2007 showed 62% were below primary school level reading comprehension with 27% at 0 level; also, 92% were below primary school level in Math reasoning. Since then US$ 300 Million have been spent in teacher in-service education.

Test results on entry evaluations to teaching positions show dramatic increases since then. DIGETE alone has trained more than 80,000 teachers but it should be easy to understand these teachers need much more than training, they need to be completely re-educated. The Peruvian response is being developed in several simultaneous fronts:

1. We have developed a curriculum structure which aims to develop skills and competencies and is not based in specific items of certain disciplines to be covered (Ministry of Education, 2004);
2. A massive initiative to improve quality of teachers is being put in place;
3. Information and Communications Technology is being distributed to students and teachers to saturate the system with learning and teaching tools that are simple to use and available in a nonthreatening environment and long term.

The 1 to 1 One laptop per Child approach has been described and is being discussed globally, I will try to describe what we call the Technology Resource Centers as a first step towards 1 to 1 that allow us to get the benefits of ownership without waiting for the computers, connectivity and great teachers to arrive. We will show how this strategy can actually be a leap to better teaching and learning.

The whole idea was born one day Walter Bender entered my office and transformed my personal computer in a Sugar based machine just inserting a memory stick and downloading his Sugar interface into it. He actually transformed my workstation into his computer.

I wondered what would happen if we could find a way of making a child’s own personal computer to reside somewhere in such a way anytime they got hold of any computer it may turn into his or her computer. By then we had already developed the “portable Internet”: a 2GB memory stick with enough content from educational portals to give primary teachers and students the actual feeling of navigating the web without connectivity and more educational contents than would have been expected for their whole lives under their “normal” conditions.

We had also found that children loved to share interesting things like building artifacts with Lego bricks, making videos or solving puzzles (with or without computers). Of course these are not new ideas but would allow us to share resources in such a way that four children working with one Lego robotics kit and one laptop will have the feeling of having all the computers they need. The same thing happens when one teacher shares with the class some interesting contents using one laptop and a multimedia projector for as many as 36 children: Everyone feels they have all the computers they need.

The whole idea was to allow children and teachers to get involved in the construction of personally meaningful artifacts, whether they are graphic presentations, video pieces or computer programs as advocated by Seymour Papert.

Our approach to the project differs with most educational computing initiatives which have not necessarily helped answer the basic question: What purpose does Education serve for students? If we take into account the way Viktor Frankl (1959) quoted Nietzche in his book Man’s Search for Meaning, “He who has a why to live for, can bear with almost any how”, we may conclude that the educational system fails because it is more involved in supplying how’s and lacks the ability to provide why’s.

This also reinforces the findings by De Volder and Lens (1982), because seeing education as instrumental in reaching personally significant goals in the future is providing students with an answer to the basic question of why should I learn what I am expected to.

Systematic observation of schools’ outcome shows that, even for students with high GPA, most of the information acquired during school years, is lost and has to be relearned when it becomes necessary. During a series of meetings with parents associations, school boards, teachers training seminars and educational computing conferences from 1988 to 2001, Becerra and Bao (2004) attendees were asked some simple questions about concepts, facts and figures that are part of the school curriculum. The result was invariably they did not remember anything. On the other hand, skills and information not lost by students share certain characteristics:

• They were acquired in a natural learning process, what Gardner (2000) describes as apprenticeship or Stone-Wiske (2006) calls Teaching for Understanding , and we will call the natural way, i.e. the amount of time involved in learning is short, when compared with the time spent using the abilities acquired during the learning process.
• The role of the teacher during the learning process was to contextualize knowledge, i.e. provide examples of ways to use the new knowledge in solving meaningful problems or to accomplishing personally meaningful goals.
• Students had positive attachments to teachers and viewed them as resources in reaching their personal goals (Bandura (2007).

In most development economies’ school environments it is not unusual to find 45 and even 50 or 60 student classrooms which severely limit the options for school teachers to develop participatory approaches where students can use information to do things, instead of just hearing about them. Lowering the class size has not significantly impacted quality of Education in the developed economies, in spite of huge investments made towards attaining that goal.

The situation is especially critical in multi-grade one-classroom/one-teacher schools in rural zones. Peru has almost ten thousand of such schools where an average of 22 children from first to sixth grade share a classroom and one teacher. As a consequence, the perception of school education as non-instrumental in reaching personal goals for the future is reinforced.

The consequences of this situation are critical for development: Students drop out rates climb, discipline problems increase, teachers commitment decreases, community frustration reaches levels that threat social peace, just to name a few.

In a situation like this, when Information Technology is introduced in the classroom, the results are what Forrester (1971) called the counter intuitive behavior of complex social systems, with the result that the attempt to reform education using technology makes worst what it aimed to improve. 20 years of multiple educational computing projects in Peru does not seem to have improved the system as a whole, in spite of promising, but isolated, results.

Examples of the above mentioned situation are classes where students learn the parts and components of a personal computer, or spend one school year learning numberless functions of a word processor or spreadsheet or programming language, without ever having the opportunity to produce something useful with the knowledge they are supposedly acquiring.

In many development economies, this situation is aggravated by the fact that computer courses in schools are taught by technicians with little or no background in Education. It is a hopeful symptom, however, that teachers are increasingly taking control of Computer Lab’s as was the case with project “Huascarán” whose driving factors were pedagogical rather than technological.

There are almost 36,000 public primary schools. Prior to 2007, as many as 3,000 schools have been receiving computers, as part of different government programs. In 1987 there was a National Committee for Educational Computing who developed a program to introduce computers in education. The emphasis was on CAI (Computer Assisted Instruction) packages and teaching programming languages.

During 1988 and 1989 a group of 200 public school teachers were given sabbatical time, to attend a program developed between the Ministry of Education and the National University of Engineering. As in most programs, the results were never evaluated or published. From the original 200, just 50 teachers concluded the program. It is very probable most of them are now working as computer programmers, since that was the emphasis of the whole program.

In 1989 the Ministry of Education announced a national contest for teachers to design CAI packages. The results were never reported, the packages were of dubious quality, mainly because the schools didn’t have the tools to make the development of such packages possible and the whole program for computers in education faded until the committee was dissolved.

During the nineties Peruvian teachers involved in ICT4E felt in love with Seymour Papert’s ideas. Constructionist projects mushroomed and the seeds of many projects still alive were sowed. G. Ruiz, who had founded INEDIC, an education research group, organized a live video conference with Seymour Papert; and the local representative of Lego Education translated the robotics software into Spanish and Quechua. Many of the kits acquired by the Ministry of Education back then, are still in use, which was an incentive to think of Educational Robotics as an important component of a Technology Resource Center.

Since those initial efforts, the number of computers in public schools by 1997 was estimated by the Ministry of Education, to be any number between 10,000 and 15,000. It was not known how many were operative and/or used. The configuration ranged from 8086 diskless machines with monochrome monitors, to some 486 processors with multimedia, the later ones acquired during 1995. There had also been a public effort to formalize the software licenses for all the computers since most of them were acquired with no software.

There was no evaluation of the official programs to provide schools with computers, but it was generally accepted the results had been poor or null. The main reason for this was the lack of support to the program, from the educational point of view. Most teachers had to improvise what to do with the computers; many of them took courses at local training centers, just to be able to use the computers for word processing and to be able to teach some programming.

In the 6 years of Huascaran, there was a strong will to improve the situation but it was not initially clear how this could be accomplished, since the results obtained had led many people to the conclusion that computers were of little or no use in education and it seemed there was evidence to support this idea.

There were also private initiatives aiming to improve the situation; in 1995, the Catholic University in Lima was the first Higher Education institution to introduce Technology in Education as part of the curriculum in the Faculty of Education and established a Research Laboratory for Computers in Education. It was expected this laboratory would be instrumental in the development of policies to improve the support for the use of technology in education.

The University Of San Martín De Porres put in place an Educational Computing strategy, which allowed a cadre of university professors to obtain their Masters’ degrees in Educational Computing and Technology at the University of Hartford, Connecticut. This seminal group served as an internal motor to transform ICT usage at the university and led to the creation (December 2003) of a Master’s Degree Program in Educational Computing in Peru. Eventually one of the members of that initial group of professors was appointed as the highest Education government officer in Peru (Mr. Jose-Antonio Chang, current Minister of Education since July 2006).

During the late 90’s, the Ministry of Education, supported by the World Bank, established several pilot programs to evaluate different approaches to integrate Information and Communications Technology in Education under an umbrella project named National Program to Improve the Quality of Education. The main approaches chosen were:

• Lego-Dacta material for primary schools
• Internet access for secondary schools

Each approach had some variations, which developed into sub-projects. This time the driving force behind the project was mainly educational not technological and the results seemed to be more rewarding. Evaluative studies showed the projects were yielding better results than their predecessors. But there still seems to be ample room for improvement, especially in the training of teachers which seems to be the critical success factor to those approaches.

It is becoming clear that a constructionist approach as the one suggested by Papert (1980, 1993) and others (Harel, 1991; Kafai & Resnick, 1994), by helping rethink the role of Technology in Education, may in fact do to Education what Reengineering has done to Business Administration (Hammer & Champy, 1993). Technology can be a powerful resource for the improvement of education, specially the development of critical thinking skills (Jonassen, 2000), and if it hasn’t yet it is because its use has not been properly directed and supported.

The emerging and increasing role of INTERNET in building school and classes networks (Lucena, 1997, 2002) with its almost infinite capacity for sharing and accessing information, paired with the availability of ever faster and more powerful computers and communications facilities is rendering the role of teachers, as sources of information, obsolete.

This of course does not mean, as some naively think, there will be no place for teachers in the schools of the future; teachers are the key success factor for learning in the classroom if they are prepared to assume a new role in the knowledge building process, because it is becoming equally obvious that students need informed guides to survive in the avalanche of information of dubious quality now available. Postman (1996) quotes several examples of utopian views of teacher-less education making it clear the proposed remedy could be even worse than the problem.

A recent report by McKinsey&Company (2007) shows how the best educational systems in the world are those with the best teachers and the best teacher selection processes. At the same time information is available, the need for critical judgment becomes a crucial necessity, in face of the vast amount of information now at the students’ fingertips. The paradox of being thirsty and unable to drink from the firemen’s pipe exemplifies the new kind of needs that education must satisfy.

As Stone Wiske (2006) explain there is a growing need to define the new role of teachers, as guides and counselors in the students’ quest for understanding; and also the role of schools as places where students will share and construct positive images of their personal futures and find ways to acquire the skills and competencies necessary to make them possible.

Our initial experience in Arahuay as reported by Carla Gomez (Arahuay Chronicles) and Businessweek journalist Gerry Smith (slide show) showed how lives of children could change if we provided them an environment where they could work with tools allowing them to reach personally meaningful objectives whether they were recording their favorite singer from the scarce radio receivers available in town, making digital pictures of their families, reporting the local festivities in video or finding out the meaning of words in the “Real Academia Española” dictionary available in Internet. Even the apparently trivial task of copying what teachers wrote for them in the blackboard acquired a new meaning because all involved felt their school was getting into the future. This kind of feeling and improved self esteem is the first step of any growth project.

The One Laptop Per Child (OLPC) program in Peru responds to the growing demand for quality and equity in education. It is aimed to provide one laptop to each child living in areas of extreme poverty countrywide. These are mostly rural areas with high rates of illiteracy, social exclusion and human development in general. An April, 2010 study published by OECD (Are the New Millennium Learners Making the Grade?) has found a positive correlation between frequent home use of computers and no positive correlation between frequent school use of computers. This finding was a really welcome boost to our approach of letting children and teachers use the computers in “their own ways” and gave more confidence to the team who had worked on the framework for the Technology Resource Centers.

The pedagogical approach is Constructionist as described by Papert (1980, 1993). Students have access to a set of technology components, much in the way kindergarten teachers set their classrooms in special interest areas (“rincones de interés” is the Spanish name). The Technology resource Center is comprised of:

• A group of XO laptops enough to allow individual work by children at least two hours a week during class time and free access during off school hours. The XO is a versatile tool that enables them to use individual learning styles, offering a variety of learning applications, ranging from visual tools (still-image and motion camera with sound recording) to advanced programming environments of easy usage, to sophisticated music production software that is accessible to children as young as 5 years old. The laptops’ collaborative tools and immediate networking capabilities foster cooperation among students and between them and their teachers, thus contributing to raise students’ self-esteem and social skills. As mentioned earlier each of the 1.7 million students in connected schools will have an individual environment defined in the Internet Cloud (we use Google Apps and Microsoft Life@edu). Non connected students will have their environments defined at the “local cloud” residing in a school server.
• One Educational Robotics module enough for a group of 16-20, allowing children to work in teams of 4-5 kids sharing one computer. The idea is children will enjoy building models while learning teamwork and curriculum matters will be built into the construction process. Sensors will allow to explore science in a recreational way.
• One server to function as the “local cloud” and access point to Internet where connectivity is available. The offline portal is loaded at the server where there is no connectivity.
• One conventional laptop and a multimedia projector to allow teachers to project contents when required.

The strategy is completed with Technology Resource Centers being provided to every public higher education institution in order for them to provide pedagogical and technical support. The Technology Resource Centers will also leverage local government initiatives, like the one in place at Los Olivos where children produce TV programs that are broadcasted through Internet. By mid 2011, more than 800,000 XO laptops equipped with webcams will have been deployed so the 1,7 million children in connected schools, the Los Olivos pioneering experience of learning through video producing will be expanded nationwide.

The Technology Resource Centers will allow the integration of ICT taking into account fundamental capacities: development of creative thinking, critical judgment, problem solving and decision making, as established in NCD.

The initial experience which began in May, 2007 with ten schools around the country will by 2011 have expanded to 100% of K-11schools countrywide. By then, the longer running school will be “Apostol Santiago” in Arahuay, at 2,600 meters above sea level in the Andean mountains 4 hours from Lima. In general terms there is a new work dynamics at the school: teachers’ attitudes have moved from resignation to enthusiasm and development of new teaching strategies.

The sense of self control given by the ownership of laptops helped teachers plan more carefully and better organize class time. Of course this is not a panacea; the complete overhaul of the Peruvian education system will take 10 to 15 years of multiple strategies consistently put in place, meanwhile there will probably be many schools where the impact will be far from expected but we like to compare our strategy to Loren Eiseley (1907-1977) The Star Thrower story.

Perhaps the most surprising and unexpected result was the impact on the community as a whole as reported by Associated press journalist Frank Bajak in the Herald Tribune, where a wide commitment to support children development has emerged and a inner sense of proud can be noticed widely.

Apostol Santiago School has three levels: Pre-School, Primary and Secondary. 110 students are enrolled in those three levels, 47 of them in primary:

• First-Second grade: 8 students
• Third-Fourth grade: 21 students
• Fifth-Sixth grade: 17 students

Most students are required to help their parents with agricultural chores and this means they miss school several weeks a year when their crops require more attention. Since many of them live more than 4 hours away from school (walking time) a board house has been implemented where children spend from Monday to Friday in order to be able to attend school.

The secondary section of the school participated in Huascarán project and one computer classroom with a VSAT connection is available. It should be noted how technology guided the localization of the classroom because it was placed far away from the school (for technical and security reasons) and its usage is very limited and isolated from NCD.

From the beginning, OLPC was different from the previous approach:

• Students would be given the laptops to own them as an educational resource (same as textbooks or notebooks), they would take them home and bring them back to school every day. Intentionally, no special care instructions were given in order to test the laptops ruggedness.
• Teachers were offered limited and only basic operation training, in order to validate a model that might be easily replicable countrywide.
• The computers use would not have specially allocated time slots. Each teacher and student will use them as they think it best fitted their style, need or willingness.

The initial laptops used to implement the project were B4 prototypes of the XO laptop which by now have long been replaced by the 1.0 version, designed by OLPC foundation of Cambridge, Massachusetts. 120 units were donated by OLPC to the Ministry of Education in April, after an evaluation visit to their headquarters by a research team of the University of San Martin de Porres. The computers were equipped with several Linux based applications:

• Abiword (basic text editor)
• Paint (drawing tool)
• Video and camera (digital photography and video recording)
• Web navigator
• Calculator
• Tam Tam (music creation)
• E-Toys (multimedia programming environment)
• Block Party (logical game)
• News reader and PDF visualizing software

Prior to the beginning of the project a baseline evaluation test on reading comprehension and mathematical skills was applied. Data on the December 2006 national evaluation to second grade students is also available. A survey on attitudes towards ICT was applied to students and teachers.

The initial teacher training session was one day long and teachers were left with the laptops for one week without supervision. After one week a second session was held and the laptops were distributed to children during a special meeting with parents and authorities present. The principal reported it was the first meeting with 100% attendance in the school history. The objective of the meeting was getting everybody’s commitment to help the project succeed. Each child received a XO laptop and the whole community celebrated the event with a traditional ancient Inca meal. This kind of meetings has been replicated in over 10,000 towns since 2007.

The first day after receiving the machines, students had already explored them on their own and were eager to find out what could be done. Teachers kept on teaching, letting children explore their new laptops and encouraging them to do the class work. The children did all the activities. Some would put away the laptop while writing on the notebooks. Some others would write quickly on the notebook and then start punching here and there on the laptop.

Still others were totally into the laptop and so excited that they would be doing something totally unrelated to the class and calling the teacher to come and see what they had discovered. Teachers were pleasantly surprised by the little attention they had to pay to disciplinary problems so usual before.

The electric layout was not prepared to support so many devices connected simultaneously and some kids got entangled with the cables and some machines felt down, a few of them stopped working but students were able to fix them with their teachers help and the little training teachers received from the deployment team. Eventually, secondary students were trained as “support team” and they learned how to disassemble and reassemble the computers in order to fix minor problems.

Some software and hardware glitches were found and reported to the development team in Cambridge to be fixed in ulterior versions. About a month after the initial deployment, an OLPC server arrived and was installed at the school, making it the first OLPC server installation worldwide. It worked seamlessly and allowed easier communication and smoother Internet access.

Of course the initial enthusiasm has since then faded and the work done has settled to a more nature one with new teachers being trained by the senior ones and their students on the different ways they find the XO’s useful for school work.

Really important and unexpected collaboration came from international graduate and undergraduate students. The OLPC foundation helped the Ministry team to promote support missions to the Andes among American universities. Since 2008, about 100 students have gotten funding to spend 5 weeks in rural communities helping them take advantage of the XO’s received. Among them was former IBM Thinkpad University World Program manager Man Bui and his son who spent 5 weeks travelling through the Peruvian Andes helping students and teachers find their way with the XO. The French Peruvian Mision Andes Foundation has also supported more than 50 French students support missions to Andamarca in Ayacucho. German, Finnish, Spanish and Argentinian volunteers have also participated in support missions throughout Peru.

Some important considerations to engage in a project like the one described that we have found important are:

Students:

• Absenteeism and dropout rates in rural schools tend to be high. As a result of OLPC projects, a dramatic reduction in these rates should be expected and planned for in terms of machines availability and school service level.
• Students’ interest level in school matters increase and, as a variety of new class activities emerge, a robust support structure to capitalize on it is required.

Teachers

• The 24×7 availability of a personal computer will modify pedagogical strategies. Teachers will be able to personalize curriculum development planning. It was important that the new NCD allows for great flexibility in terms of localization and introduction of new resources. A rigid curriculum would definitely jeopardize the outcome of an OLPC initiative.
• Teachers’ engagement in discovery of new tools will require a support team to help them master them in their classroom settings.
• Time for student teacher interaction should be planned. The improved communication between teachers and students will require more teacher time than the traditional class schedule. Not planning for it might result in frustration. Rural schools will probably be better of than urban schools where teachers could be part time or have double jobs.
• Increased attention from students will mean additional pressure on teacher class preparation quality. Teachers should be prepared to expect more questioning and engaged participation in their classes and prepare accordingly.
• Improved peer to peer communication among teachers will help cope with the challenges posed by the new technology and must be encouraged and supported.

Technical Aspects

• Internet connectivity is a very important factor; when not available, a local server or a memory stick with the offline Internet application is used instead. A periodical refresh process is planned based on teachers’ feedback and request. Since most rural school teachers travel periodically to urban centers, their visits are ideal refreshment vehicles we are planning for.
• Electricity tends to be scarce and poorly reliable in rural areas. Plug outlets are scarce and one per classroom in the best cases. Children are not used to electrical devices and it is important, at least in the beginning, that teachers organize the battery charging to ensure safety. Community involvement in cabling and connectivity improvement is encouraged though there is a long way to go, mainly due to limited resource availability in extreme poverty areas.
• Solar power is an option for places where regular supply is not available. Location and scheduling becomes critical in this case and require special attention.
• Rural schools are usually isolated and hard to reach. Maintenance of sophisticated equipment could become a burden to any attempt of improving Education with technology. The special design of the XO laptops deals with this issue by allowing self maintenance service by students and teachers, however, lack of confidence is still a major obstacle in this area which we expect will reduce in time and with the involvement of nearby higher education institutions.

Other factors

• Many stakeholders’ interests are being affected by large scale project deployment. Lobbying and public arguments take significant amount of time and many times jeopardize the implementation. Hardware and software vendors advocating for particular products may and in fact attempt to affect the outcome of the project. A solid educational and technical deployment team is crucial to cope with these issues. We have to keep working on this matter.
• Educational theorists and opinion leaders who did not have a direct role during the planning process usually question the pedagogical approach or implementation. A sensible communication strategy is necessary to ensure all genuinely interested parties’ contribution will be capitalized and taken advantage of. So far we have failed on this, the project execution has taken most of our energies, leaving little time for “advertising”.
• The focus on fixed features and decreasing prices that is behind the XO laptop design guidelines goes against the ICT industry trend of increasing features and more or less constant price. Since these affect major players’ bottom lines, an aggressive reaction from their sales teams has been an important factor. Careful attention to common and conflicting interests between Public Education and commercial enterprises is hard to implement. We have partially succeeded in this, with Microsoft being a specially committed partner whose approach has been able to balance a genuine interest in education support with their logical expectations of market share. We try to work in order to ensure mutual gain whenever possible and minimizing of conflict in other cases.

In summary, the OLPC experience has renewed our hope that school education has not lost its value as an instrument in the development of the individual. Committed teachers can benefit of ICT availability and, without abandoning their concern for processes and methods, they can improve their performance with genuine concern for the personal growth of students, resulting in improved learning outcomes and commitment levels to school.

We are convinced the educational system can abandon the image of a purposeless organism where everybody pretends and get involved in a meaningful system providing not only instruction but the most important ingredient to success: Hope in a better future that may be beginning to be built now. December, 2007 seems long ago now, but we still remember our surprise when we found sixty Arahuay children reading comprehension level had risen 100% above the national average when the base line showed 0% performing at the expected grade level. Initial intrinsic motivation measurements in 139 schools showed dramatic improvement after the first year, though the results are not statistically reliable. The Interamerican Development Bank has committed the funds for an impact study which is underway. As expected no significant results have been found after 6-12 months and we are waiting for the second year evaluation which will be available by March 2011. So far, a more critical student body and increased community self esteem are on the positive side, while need for more teacher training is on the negative side. The last can be explained in the poor quality of teacher education, which has been an endemic problem in Peru for the last decades and cannot be solved with ICT training to in service teachers.

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Reading the resulting commentary, I’d like to declare success. I feel we have found a new model, that is an child of these two parents, mixing genes of both to create a new, better ICT4E model where multiple platforms plus a single learning environment equals more educational beneficiaries.

Multiple Platforms

From the beginning, this discussion recognized that different communities allocate their limited resources differently. Some will have the resources for high saturation of computing tools, while others will not. In fact a single community may have multiple computing models within its own educational system, based on age, maturity, and progress of its students. Mark Beckford gave us a great example:

In Macedonia, NComputing deployed over 100,000 virtual desktops which made Macedonia the country with the greatest density of computers to students. But Macedonia also issued a tender to deploy a smaller quantity of netbooks. They cannot afford mobility for all students, and yet even at 1:1 desktop computing they see the advantages of mobility.

So educators need not feel that its a either-or decision. Communities can have both personal and shared computing environments in the same school. And as Alex Van de Sande points out, its not the technology that matters, but the way educators use it:

The most important is that in either case, the experience must be saturated, shared and free. The shared PC lab experience, where there are many peers around you who can quickly teach you is invaluable. But all that is nullified by models with restrict hours and usage rules. The 1:1 laptops are great on the fact that the freedom from “this is how you are supposed to use this” rules make you experiment more. But doing it alone may lead to the laptops being used for more private entertainment – like gaming.

In that context, a mixed environment may be the best choice. One where students use computer labs in the school setting, where usage can be monitored and directed, and on a more personal basis when outside the school.

Single Learning Environment

With all these platforms, there quickly becomes the need to maintain a homogeneous learning environment. One familiar look and feel that follows the child as they access different platforms during the day and their education. Walter Bender is working on such an environment with Sugar on a Stick.

This USB memory stick-based educational software platform is based on the principles of cognitive and social constructivism, and contains its own operating system (Fedora 11) so it can be run from just the memory device itself – no hard drive or specific operating system needed.

Caroline gives us her thoughts on the advantages of such an approach:

Sugar on a Stick should make mobility cheaper. If kids take their sticks with them they can use them on clusters of computers in day care centers, community centers and at home if the parent has a computer. Thus by using computers in different places in their environment they can get quite a bit more hours of computing time per week and their desktop and all their work is mobile. I wonder if we can run numbers on that type of solution, and maybe instead of running them per machine, run the numbers to compare $ per hour the child uses a computer.

And Walter Bender confirms that the Sugar on a Stick approach can be complimentary to current and new platform investments:

It is great that there are many different such platforms being developed: a diversity of hardware configurations is necessary to meet the demands of schools, budgets, and cultures. But one can remain agnostic about hardware platforms and configurations, while providing a great learning experience, better utilizing the installed base of computers while tapping the potential to engage every child in critical thinking, arming them with the complementary tools of science and the arts.

More Beneficiaries

So with a single learning environment on multiple platforms, let’s start talking about the real numbers of beneficiaries. Either in school or at home, let’s move away from the assumption that only the child assigned to the computer is using it. At any given point in time, children are usually in groups, learning from each other. In fact, it seems children learn best when learning with others. Alexa Joyce notes that:

Sugata Mitra’s research suggests that groups of 3-4 children per computer can be more fruitful than 1:1. In groups of such a size, children readily exchange ideas and knowledge about the topic they are investigating, as well as the computer itself.

Let’s not stop at children. When they are home, they are not necessarily alone. Siblings, parents, and others are nearby and they too hear the call of a glowing screen as Walter Bender tells us:

A study done by Claudia Urrea in Costa Rica found that the majority of parents use the computer at home for their own learning – a further leveraging of the investment. Other programs, where it is infeasible to let the children travel between school and home with a computer, have instituted “technology goes home” programs – a subsidy to parents to purchase new or used equipment to have in the home. The goals of such programs have been to bridge learning from school into the home and to engage parents and siblings in the school community and in their own learning.

This new usage model, where a single learning environment over multiple technology platforms, is used by more than just students, may change the way in which we think about costs, which is one of the largest barriers to adoption, just after plain inertia & fear of change.

Costs are often calculated on a per-student basis. Yet, with siblings and parents as co-learners with their children, education leaders may change their mindset around platform costs. Instead, divide platform costs by student + 1 parent & 1 sibling. Yet also reduce costs, as there is only one software system to maintain.

And so I say we have a whole new ICT4E model with multiple platforms, a single learning environment, that empowers more beneficiaries to learn at a lower cost. A success, eh?
.

Less Top-Down Approaches

In this post, I frame the discussion somewhat differently. I assert that different communities are going to allocate their limited resources differently – not exactly a stretch. Economics, infrastructure, inertia, and pedagogy all play a role. Typically, there is a inhomogeneous collection of old and new, mobile and desktop, network-enabled and stand-alone machines available in a school, at home, and in the community at large.

This situation might change over time as in-bulk purchases for “top-down”, government-sponsored deployments of one-to-one laptop programs or terminal-server solutions become more common place, but such deployments remain the exception, not the rule. One size doesn’t fit all.

Maine's laptop learners

Even in places where such programs are being put into place on a large scale, sustaining the deployment is often a local burden. (The Maine Learning Technology Initiative has evolved along these lines – local townships are being asked to fund the “refresh” of the program, which is resulting in more diversity of both equipment and configurations across the state.)

Further, the way in which these resources are used is quite varied from place to place and program to program. Again, making reference to the Maine program, the choice of whether or not the laptops go home with the children is a decision made at the school or even the classroom level. In the case of computer labs, the schedule of access also varies – from daily use across all classes to occasional, specialized use.

Empowering a Bottom-Up Approach

It has be argued that teachers are able to incorporate computers into their day-to-day teaching only when they themselves are comfortable with the technology and cognizant of its promise. How can we help teachers and learners experiment and explore, regardless of the configuration or setting? How can we support a teacher with computers in the classroom but – as is most often the case – no administrative access to those computers and little support from the central information technology (IT) department? How can we support a school that has a computer lab, but again with little customized support from central IT?

At Sugar Labs, we are trying to address the diverse needs mandated by heterogeneous computer environments while trying to support “bottom-up” grassroots adoption by teachers, parents, and informal learning communities. Regardless of the constraints imposed by a school-district’s IT, we want to maximize learning opportunities and provide a consistent framework for teachers and students.

Taking advantage of the Fedora LiveUSB Creator, it is possible to store everything you need to run the Sugar Learning Platform on a single USB memory stick (minimum size of one GB). “Sugar on a Stick” gives children access to a personal Sugar environment on any computer with just a USB memory stick.

Sugar on a Stick on Classmate

It is the Sugar Learning Platform packaged onto a memory stick that can be plugged into almost any computer and run without affecting its “host”. It bypasses the software on the hard drive. In fact, Sugar on a Stick will work even if the host computer does not have a hard drive!

With Sugar on a Stick, the learning experience is the same on any computer: the operating system, the Sugar software, and the child’s work are stored on the stick, ensuring a consistent learning experience in school, in the classroom or the lab, and after-school, in the library, the museum, at home, or at grandmother’s house.

The initial targets of Sugar on a Stick are early-adopter teachers with “geek” parental support; but the model can be readily adopted more widely across a school district. There are a number of advantages to the Sugar on a Stick approach:

1. It reduces costs with flexible hardware choices by allowing institutions to continue using their existing investment in hardware while reducing support costs and user frustration.
2. It enables low-cost options when purchasing new computers.
3. It also makes it easy to accept donated older machines; it increases the life of older computers, reducing disposal costs and enabling the reuse of existing resources.
4. It provides a coherent and consistent computing experience even during times of fluctuating technology funding and changes in hardware choices.
5. It allows communities to take advantage of the increasing household computer ownership, while still providing a consistent, comparable computing environment.
6. It gives learners access to the projects and creations and explorations they have previously done regardless of where they did them.
7. It provides off-line access to applications and content: not every learner has access to broadband or the Internet in the classroom or at home.

Platform Agnostic Yet Education Focused

Live USB distribution need not be restricted to the Sugar Learning Platform. For example, there is a beta version of “Squeak on a Stick” being developed by Bert Freudenberg that would enable access to the Etoys environment in much the same way as Sugar on a Stick allows access to Sugar.

Also, harking back to last month’s Educational Technology Debate on the potential of mobile devices for learning, essentially the same “bits” that go on a LiveUSB image also run in a virtual machine. We are exploring the use of a Sugar VM on a mobile phone (of course, this would require a relatively high-end phone) that would provide many of the same advantages outlined above.

Our goal at Sugar Labs is to put an emphasis on learning through doing and debugging: more engaged learners are able to tackle authentic problems. Sugar on a Stick combines powerful tools with a simple and flexible medium of distribution. All of the necessary tools for guide discovery are on the stick. It is also possible to include training and curricula materials targeting specific audiences on the stick. Sugar on a Stick allows one to experience learning software with almost no effort and no risk.

The Live USB approach to distribution of learning tools to a large extent by passes the theme of this debate. The Sugar on a Stick approach allows us to emphasizes access to a learning process over any specific technology or platform.

It is great that there are many different such platforms being developed: a diversity of hardware configurations is necessary to meet the demands of schools, budgets, and cultures. But one can remain agnostic about hardware platforms and configurations, while providing a great learning experience, better utilizing the installed base of computers while tapping the potential to engage every child in critical thinking, arming them with the complementary tools of science and the arts.

“It’s an education project”, after all.