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For an extended period of time education was mainly formal, that is a system with clear roles, goals and responsibilities. Education resembled an immutable and closed system with few, if any, connections to other parts of society. However, during the last century significant changes occurred in many areas of society, culminating in global reform movements to democratise education and to increase participation by opening up education. A current and prominent example of such a movement is Open Educational Resources (OER), which is a global attempt to facilitate the flow of knowledge, reduce the costs of education, and establish an educational system based on humanistic and moral values (i.e. sharing). Yet, recent developments are progressing at such an accelerated speed that it is hard to predict the ‘real’ value of OERs for educational purposes. Also, within OER little reference has been made to previous forms of Open Education, such as Open Classroom/Open Learning in the 1960s and 1970s or to the even older German progressive education (Reformpädagogik). Current OE forms can be characterised as a mixture of economical (‘education as a commodity’), moral (‘education as a common good’) and social (‘education as a shared enterprise’) claims, each of which contribute to the emergence of Open Education. This introductory chapter attempts to set the stage for a sound engagement with openness in education. It provides a conceptual framework that discusses major developments throughout the history of Open Education from a philosophical standpoint. Special attention will be paid to the concept of Bildung (self-realisation, self-cultivation) as an in-depth theory that can not only inform what happens when learners utilise OER but also allows one to reflect on the impact of OER on society. Selected cases of Open Education will be reviewed and then framed with the theory of Bildung. Eventually, this will lead to a set of lessons learned that are aimed at guiding current debates on Open Education.

As the World Bank approaches its fiftieth year of involvement in the education sector, its Sector Strategy for Education 2020 focuses on key challenges created in the past decade. With the successes in building up primary education systems, millions of matriculating students in many developing countries will now be seeking secondary and tertiary education. For most observers, this is a crisis: even if enough schools could magically be built in time, there would not be nearly enough trained teachers to staff them. For some observers, this is a crisis that can be coped with: information and communications technologies (ICT) have reached a stage where virtual schools and distance learning can be employed at scale to meet such challenges. Curiously, the Education Sector Strategy 2020 makes no mention of virtual schools or distance learning. In fact, it contains only a single, ambivalent reference to ICT for education. The curious silence belies the World Bank's vital leadership and active involvement over the years in identifying and funding model ICT uses in the education sector. However, this chapter is ultimately not about arguing over the extent to which ICT should be mentioned in the World Bank's Education Sector Strategy. Instead, the goal here is to draw attention to a specific opportunity that the World Bank has before it to shape and guide the many ICT-based virtual school projects that will be undertaken in the coming decade. The crucially important opportunity is one for which the World Bank is uniquely suited: to seed and grow an open e-learning movement based on open source, open educational resources, and open pedagogy for secondary and tertiary education in the developing world.

This chapter outlines some theoretical, historical and analytical themes covering national, trans-national and international trends in open education. It starts by looking at the social, economic and political drivers for education systems in general, and how openness has been used to widen access through attacking the iron triangle of education: access, quality and cost (open as a door). It then looks at the more recent technological and ideological developments that have aided openness (open as a book); including the central role that open licensing of digital materials (open as a right) has played in changing the social and economic drivers of education and in particular open educational resources. Next, it looks at the importance of open innovation, social innovation and communities of practice for open education (open as a relationship) and includes a comparison between the development of open source software and the development of open educational resources. It goes on to consider the impacts of all these on national and international policy (open as a border) before reviewing the social and economic role of open education from the perspectives of lifelong learners, students, educational institutions and educational publishers (open for business in the future). The chapter concludes by forecasting possible trends in open education for the next 15 years.

This paper is intended to contextualize the major themes of the special issue, “The Intersections of Open Education and Equity Pedagogy” in the Journal for Multicultural Education, by providing a brief history of open educational resources (OER) and open educational practices (OEP) and highlighting the growing focus on social justice within the field. The purpose of this paper is to generate discussions around the potential of OER and OEP to increase equity within education.

This featured paper summarizes and reviews a brief history of OER and OEP, discusses the integration of equity pedagogy within open education, elaborates on the rationale and process for developing the special issue and concludes by identifying challenges and ongoing conversations for the field as a response to the need for social justice action.

Despite increasing acceptance of OER, educators are not aware of how to implement OER and OEP with equity in mind. As OER and OEP continue to expand, teachers across all educational sectors need examples of how to teach effectively with these resources and practices. There is also a rising focus on culturally relevant and sustaining teaching practices, which OEP can complement.

The authors provide this featured piece to contextualize the special issue for those new to open education. The authors hope to further the discussion of social justice and equity pedagogy within open education.

This paper provides background for the special issue, to orient readers to the field of open education.

This paper aims to examine librarians’ professional motivations and theoretical perspectives to attend to care and student voice, as they pursue open educational resource (OER) initiatives in higher education.

The authors examine OER initiatives that serve as models for their work at the University of Colorado Boulder (CU Boulder), describe how they have attended to care and student voice in their work to date and reflect on how they hope to continue to do so in their future OER initiatives.

The authors find connections between theoretical perspectives for care in education and the values and ethics of both the open education movement and librarianship. They propose that these connections provide a foundation for librarians to align their professional motivations and practices in support of learning. The authors provide examples of OER programming that attend to care and student voice and offer related strategies for practitioners to consider.

Librarians at many post-secondary institutions provide critical advocacy and support the adoption, adaptation and creation of OER in higher education. Theories of care, values and ethics in the open education movement and librarianship provide a foundation for librarians to attend to care and elevate student voice as they undertake OER advocacy and initiatives.

Free and open-source software (FOSS) has been used worldwide because of the advantages of user control, cost-saving, flexibility, openness, freedom, more security and better stability. The purpose of this study is to explore the status quo of educational application of FOSS and the trends from international perspectives and its implications for higher education in Hong Kong.

The method of cluster analysis was used in this study. The Web of Science database was used as the data source and all relevant literature for the year 2010–2020 on the theme of “FOSS” was collected for analysis. The information visualization software CiteSpace was used for citation visualization analysis, revealing the research results of FOSS worldwide, including hot spots and development trends.

This paper found that FOSS has become an important research area and is playing an important role in the reform and development of education. Meanwhile, the development and application of FOSS have regional imbalances and strong differentiation, including the educational sector. The paper also found that although FOSS has entered the stage of interdisciplinary development, the research and development of FOSS in the field of education is insufficient, which poses a huge challenge to decision-makers, teachers and students.

Implications for higher education in Hong Kong including: attach importance to and vigorously promote FOSS research and practice to benefit more teachers and students; teachers and students need to be trained for acquiring the awareness and skills of FOSS applications and formulate different strategies; the government should provide greater support to formulate and implement a short and middle-term development plan to facilitate the application of FOSS; and Hong Kong higher education institutions may strengthen exchanges and cooperation with counterparts around the world to jointly promote the development of FOSS. It is hoped that the findings will provide a reference for the study and application of FOSS in higher education in Hong Kong.

The United Nations Educational, Scientific and Cultural Organization's (UNESCO) Recommendation on Open Educational Resources (OER) was a milestone when it was uniformly adopted by its member states on November 25, 2019. The purpose of this conceptual paper is to provide an overview of the OER Recommendation in relation to some of the UN Sustainable Development Goals (SDGs). The paper focuses on SDG 4 on education, but also on other SDGs that are directly linked to the relevant SDGs for the overall implementation of the UNESCO OER Recommendation. These SDGs are: SDG 5 (gender equality), SDG 9 (industry, innovation and infrastructure), SDG 10 (reduce inequalities within and between countries), SDG 16 (peace, justice and strong institutions), and SDG 17 (partnerships for the goals). All five areas of the OER recommendation are closely linked to the above SDGs. This paper also discusses how to advocate with stakeholders at all levels to implement and mainstream OER and the SDGs across all areas of the OER recommendation. In addition, this concept paper discusses accessibility for all (e.g. any type of impairment/disability, etc.) and addresses quality issues at OER and their implications.

This conceptual paper provides an overview of the UNESCO OER Recommendation and its relationship to some of the SDGs. The paper also addresses the role of stakeholders in implementing the OER Recommendation and the potential problems of its accessibility and quality. This paper has been designed as a literature review including mainly official reports from the organizations in the field, such as the UN UNESCO SDGs (UN, n.d; UNESCO, 2016) and the UNESCO OER Recommendation (UNESCO, 2019, 2021a). This conceptual paper is discursive in nature. It contains a discussion based on a literature review comparative studies, experiences, works, and reflections of the author, who has been working in this field since its beginnings in 2002. This contribution is also based on the experiences, works, and reflections of other authors on the OER movement.

The UNESCO OER Recommendation (UNESCO, 2019) clarifies that all five areas of the OER Recommendation for implementation are closely linked to the SDGs (UN, n.d; UNESCO, 2016), particularly SDG4, which targets to achieve education for all by 2030, and other SDGs, such as SDG5 (gender equality), SDG9 (industry, innovation, and infrastructure), SDG10 (reducing inequalities within and between countries), SDG16 (peace, justice, and strong institutions), and SDG17 (partnerships for the goals). Since OER does not consist of a single goal but is linked to universal values, such as the common good, human rights (United Nations, 1948), equality, ethics, and social justice, this concept paper discusses how they are interconnected and how both the SDGs and the five domains of the UNESCO OER Recommendation (UNESCO, 2019) can be achieved. To date, however, there have been few studies on how they are interconnected. This paper proposes a model that highlights their relationships as two sides of the same coin, as they are interconnected and influence, facilitate, and reinforce each other.

The study presented in this concept paper may have limitations as it is mainly based on a review of the official relevant literature by UNESCOan OECD. A large-scale study relying on more comprehensive methods, such as focus groups, grounded theory, or even other qualitative and quantitative methods, could have validated the findings. However, since this is a first attempt, and there are few, if any studies in this area, it was decided to conduct the study in the form of a literature review and with a personal approach based on more than 20 years of research, experience, and consultation in the area of open education, OER, human rights (United Nations, 1948), social justice, ethics, and the common good.

The practical impact of the findings of this conceptual paper is that by breaking down the broad SDG goals to a practical level, it shows how the SDGs can be part of daily life and seamless daily education and learning throughout the lifespan of the learners.

The higher values of the SDGs relate to human rights United Nations (1948), social justice, and equity. Several of the SDGs, including SDG 4 and others addressed in the UNESCO OER Recommendation, such as the following: SDG5 (gender equality), SDG9 (industry, innovation, and infrastructure), SDG10 (reduce inequalities within and between countries), SDG16 (peace, justice, and strong institutions), and SDG17 (partnerships for the goals) can be achieved through open education (Inamorato Dos Santos et al., 2016), Achieving these SDGs and implementing the OER Recommendation will benefit both individuals and the planet. Education for all will also help solv climate problems.

The OER Recommendation (UNESCO, 2019) clarifies that all five areas of its implementation are closely linked to the SDGs, particularly SDG4, which targets education for all by 2030 (OECD, 2009; UNESCO, 2016), as well as SDG5 (gender equality), SDG9 (industry, innovation, and infrastructure), SDG10 (reducing inequalities within and between countries), SDG16 (peace, justice, and strong institutions), and SDG17 (partnerships for the goals). Since OER is not a stand-alone goal but is related to overarching values, such as human rights (United Nations (1948), equity, and social justice, this conceptual paper explores how these are interconnected and how both the SDGs and the five goals can be achieved. The proposed model is new and clearly needed in research on this topic.

The purpose of this paper was to analyse the research trends on the Indian Open and Distance Education (ODE) system as reflected in the articles published in the prominent journals of distance education across the world.

A study was undertaken to review the research articles on ODE in India published in 11 prominent peer-reviewed journals of distance education during the period 2010–2019. Content analysis was done to find out areas of research undertaken in the ODE of India based on a validated classification of research areas; types of research studies conducted; and authorship and publication patterns.

Out of a total of 2,571 articles published in 11 selected journals, only 191 (7.42%) pertained to ODE in India. The majority of these 191 articles (68.42%) were published in Indian journals. The Indian and Asian journals together accounted for 93.55% of total articles. Globally, the share of articles on the Indian ODE system was significantly low ranging between 4.27 and a maximum of 10.77%, which was much below expectations from a country having the maximum number of ODE learners in the world. Results further revealed that 63% of the contributors to research on ODE in India were affiliated to Indira Gandhi National Open University.

The limitation of this study was only analysing the research articles published in journals of distance education and other types of articles, namely, book reviews, editorials, field notes and workshop reports were excluded from the analysis.

The study is intended to help researchers, policymakers, and open and distance education institutions to draw a roadmap for the promotion and conduct of system-based research, which would be vital for strengthening the system.

The quantum of research is not proportionate to the number of faculty members working in the ODE system of India and the large number of learners that it serves, which is a matter of concern. For any system to grow its periodic systemic review is essential. The research outcomes need to be ploughed back into the system for its betterment.

The study is original. There is no such study undertaken till date. This study will be extremely useful to researchers, as the gaps in distance education research which are yet to be addressed, have been identified by the authors.

This paper seeks to investigate students' adoption of an open access online education service in higher education and their perceptions of its attributes as an innovation in an emerging market.

Given the exploratory nature of the research a two‐phase qualitative approach was adopted. The first phase comprised 11 in‐depth interviews to examine the universities' internal and external attributes that directly enhance the rate of adoption of the open access online education service. The second phase involved three focus groups examining students' perceptions of the innovation attributes as well as the likelihood that they would adopt the innovation.

The results indicate that, besides the perceived attributes of the innovation being the main determinant of the students' adoption of it, a number of internal factors within the university and external factors within the educational market in Egypt directly influence the adoption process.

The originality of the paper is in its empirical work as it adapted a well‐known theory, the perceived attributes of innovation model, and empirically tested it in a specific context: the higher education market in a developing country.