Ref: CL/4398
Subject: First consultation on thé implementation of thé 2019 Recommendation
on Open Educational Resources
Madam/Sir,
l
Under Article VIII of UNESCO's Constitution, Member States are required to submit,
every fouryears, a report on théprovisions and measures they hâvetaken to implement
thé conventions and recommendations adopted by thé Organization.
In this context, l am pleased to invite Member States to submittheir reports on thé2019
Recommendationon Open Educational Resources, in one ofthétwoworking languages
of UNESCO, by 31 January 2023. Practical information on submitting thé report is
provided in thé attached "Guidelines for thé Préparation of thé Reports from Member
States".
Member States are therefore encouraged to organize ail necessary consultations with
concerned ministries and institutions, notably with key stakeholders, professional
associations, civil society partners, private sector entities and National Commissions for
UNESCO.
ThéSecrétariatwill submit to thé217thsession of thé Executive Board, in autumn 2023,
thé first consolidated report on thé implementation by Member States of thé 2019
Recommendation on Open Educational Resources for its considération. This report,
together with thé comments of thé Executive Board's Committee on Conventions and
Recommendations, will subsequently be submitted to thé 42nd session of thé Général
Conférence in 2023.
Thé Communication and Information Sector is at your disposai for any additional
information you may require (oerrecommendation unesco. or ).
Please accept, Madam/Sir, thé assurances of my highest considération.
A^iiu<
Audrey Azoulay
Director-General
End. : 1
Ce: National Commissions for UNESCO
Permanent Délégationsto UNESCO
To Ministers responsible for relations with UNESCO
United Nations Educational, Scientiflc and Cultural Organization
7, Place de Fontenoy 75352 Paris 07 SP France
T:+33 (0)1 45681886
ANNEX I
GUIDELINES FOR THE PREPARATION OF THE REPORTS FROMMEMBER STATES
ON THE IMPLEMENTATION OF THE 2019 RECOMMENDATION
ON OPEN EDUCATIONAL RESOURCES (OER)
I. Introduction
These Guidelines are intended to assist Member States in the preparation of the reports on the
implementation of the 2019 Recommendation on Open Educational Resources (OER) that was
adopted by the 40th session of the General Conference of UNESCO on 25 November 2019.
The 2019 Recommendation on OER aims to support five areas of action by: (i) building capacity of
stakeholders to create, access, re-use, adapt and redistribute OER; (ii) developing supportive policy;
(iii) encouraging inclusive and equitable quality OER; (iv) nurturing the creation of sustainability
models for OER, and (v) facilitating international cooperation.
OER are defined in this normative instrument as learning, teaching and research materials in any
format and medium that reside in the public domain or are under copyright that have been released
under an open license, that permit no-cost access, re-use, re-purpose, adaptation and redistribution
by others. Open license refers to a license that respects the intellectual property rights of the
copyright owner and provides permissions granting the public the rights to access, re-use, re-
purpose, adapt and redistribute educational materials.
Pursuant to Articles 15 and 16.1 of the Rules of Procedure concerning recommendations to Member
States and international conventions covered by the terms of Article IV, paragraph 4, of the UNESCO
Constitution, the Director-General of UNESCO has invited Member States by the Circular Letter
(CL/4319) to submit the 2019 Recommendation on OER to their competent authorities within a
period of one year from the close of the session of the General Conference.
Furthermore, under Article VIII of UNESCO’s Constitution, Member States are required to submit a
report on the legislative and administrative provisions and any other measures they have taken to
implement the conventions and recommendations adopted by the Organization.
II. How to fill in the questionnaire
Prior to completing the questionnaire, Member States are encouraged to organize the necessary
consultations within and outside the concerned ministries and institutions, including with professional
associations, civil society and private sector partners and National Commissions for UNESCO. The
proposed reporting guidelines have been established based on the topics set out in this
Recommendation, which can be found at:
https://unesdoc.unesco.org/ark:/48223/pf0000380713.locale=en
UNESCO has created a platform for sharing information on OER activities globally and in numerous
countries, available at: https://www.unesco.org/en/communication-information/open-
solutions/open-educational-resources. Member States are invited to consult this site in the
preparation of this report, as relevant.
Please designate a contact person responsible for information sharing and cooperation with
UNESCO in relation to reporting on this Recommendation.
Member States are encouraged to submit the questionnaire (in English or French) in one of the
following ways:
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(i) Online (preferred): the consolidated questionnaire (one per Member State) can be
completed and submitted online through a link to be found at:
https://survey.unesco.org/3/index.php?r=survey/index&sid=378852&lang=en
(ii) Email: the questionnaire can be completed electronically and sent to:
[email protected]
The responses to the questionnaire, if sent by email, should not exceed 15 pages, excluding annexes
and is to be submitted to UNESCO in electronic form only (standard .pdf or .rtf or .doc format).
The report will be made available on UNESCO’s website in order to facilitate the exchange of
information relating to the promotion and implementation of this Recommendation.
ANNEX II
QUESTIONNAIRE
GENERAL INFORMATION:
Country:
Organization(s) or entity(s) responsible for the preparation of the report:
Officially designated contact person and institution:
Name(s) of designated official(s) certifying the report:
Brief description of the consultation process established for the preparation of the report:
REPORTING ON THE SPECIFIC PROVISIONS OF THE 2019 RECOMMENDATION ON OPEN
EDUCATIONAL RESOURCES (OER):
1. General
1.1 Has the 2019 Recommendation on OER been promoted and shared with appropriate
ministries and institutions?
YES/NO
If yes, please provide details.
1.2 Has the 2019 Recommendation on OER been translated into national language(s) (if
applicable)?
NOT APPLICABLE/YES/NO
If yes, please provide details and hyperlinks as relevant.
2. Building capacity of stakeholders to create, access, re-use, adapt and redistribute
OER
2.1 Have there been awareness-raising activities on the benefits of OER organized or foreseen to
be organized by end of 2023 in your country? (ref.: (i)11.(a), (c))
YES/NO
If yes, please provide details and hyperlinks as relevant.
2.2 Have capacity-building programmes on how to use/re-use, adapt and redistribute OER as well
as related digital skills taken place? (ref.: (i), 11.(b), (e), (f))
YES/NO
If yes, please provide details and hyperlinks as relevant.
2.3 Are there existing national or institutional OER repositories and/or plans to establish such
repositories by end of 2023? (ref.: (i), 11.(d))
YES/NO
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If yes, please provide details and hyperlinks as relevant.
2.4 Have there been capacity-building interventions focused on the use and/or development of
OER repositories and tools and/or are there such interventions foreseen by end of 2023? (ref.:
(i), 11, (d), (b))
YES/NO
If yes, please provide details and hyperlinks as relevant
3. Developing Supportive Policy
3.1 Is there a policy at national and/or institutional level(s) that foresees that educational resources
are developed using public funds and made available as open educational resources? (ref.:
(ii), 12, (a))
YES/NO
If yes, please provide details and hyperlinks as relevant.
3.2 How do policies and existing frameworks in place at national and/or institutional level(s)
provide incentives for stakeholders (e.g. teachers, learners, researchers) to use/re-use/adapt
and redistribute OER, including for professional and academic merit? (ref.: (ii), 12, (b), (c), (d),
(f))
Please provide details and hyperlinks as relevant.
3.3 How do procurement models in place at national and/or institutional level(s) provide incentives
for governmental bodies and institutions to support OER use/re-use/adaptation and/or
redistribution OER? (ref.: (ii), 12, (b), (c), (d), (f))
Please provide details and hyperlinks as relevant.
3.4 To what extent have OER policies been embedded into national policy frameworks and
strategies and aligned with other open policies and guiding principles such as those for Open
Access, Open Data, Open Source Software and Open Science? (ref.: ( ii), 12, (e))
Please provide details and hyperlinks as relevant.
3.5 Have policies and/or guiding principles been developed with regard to privacy and data
protection during the production and use of OER, OER infrastructure and related services?
(ref.: (ii), 12, (h))
YES/NO
If yes, please provide details and hyperlinks as relevant.
4. Encouraging effective, inclusive and equitable access to quality OER
4.1 Are there OER in national languages? (ref.: (iii), 13. (b))
YES/NO
Please provide details and hyperlinks as relevant.
4.2 Are there OER available for use in low/no connectivity contexts? (ref.: (iii), 13. (a))
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YES/NO
If yes, please provide details and hyperlinks as relevant.
4.3 Have OER have been contextualized for local social, economic and cultural contexts? (ref.:
(iii), 13.(b), (c), (d))
Please provide details and hyperlinks as relevant.
4.4 Have quality assurance criteria for OER, based on principles of learning excellence, equity and
inclusion, been developed and/or adapted? (ref.: (iii), 13. (f))
Please provide details and hyperlinks as relevant
4.5 Have studies and/or research on OER development been conducted and/or are planned to be
conducted by end of 2023 at the national and institutional level? (ref.: (iii), 13.(e))
Please provide details and hyperlinks as relevant.
5. Nurturing the creation of sustainability models of OER
5.1 Have OER sustainability models (in particular those that foresee that the cost of accessing
educational materials is not shifted to individual educators and students) been developed
and/or are foreseen to be developed by end of 2023? (ref.: (iv), 14, (a), (b), (c), (d))
YES/NO
If yes, please provide details and hyperlinks as relevant.
5.2 Have mechanisms to encourage feedback from stakeholders and constant improvement of
OER been established? (ref.: (iv), 14, (f))
YES/NO
If yes, please provide details and hyperlinks as relevant.
6. Promoting and reinforcing international cooperation
6.1 Has your country and/or institutions in your country signed agreements and/or other
collaborative mechanisms, including for funding to co-develop and/or share OER through inter-
institutional, national, regional and/or international cooperation? (ref.: (iv), 14, (g)); (v), 15 (a)
(b), (d), (e), (f))
YES/NO
If yes, please provide details and hyperlinks as relevant.
6.2 Have specific clauses related to OER been incorporated, where appropriate, in international
agreements concerned with cooperation in the field of education? (ref.: (v), 15, (d))
YES/NO
If yes, please provide details and hyperlinks as relevant.
6.3 Are there peer networks that share OER, based on areas such as subject matter, language,
institutions, regions and level of education at local, institutional, national, regional, and/or
international level currently active? (ref.: (v), 15, c))
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YES/NO
If yes, please provide details and hyperlinks as relevant.
7. Miscellaneous
7.1 Has your country used OER to meet the educational challenges in the face of the COVID-19
pandemic?
YES/NO
If yes, please provide details and hyperlinks as relevant.
7.2 Please enter below any other information or achievements you would like to share regarding
your country’s implementation of the 2019 Recommendation on OER.
Please provide details and hyperlinks as relevant.