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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>open educational resources to doctoral education training: an educational design research approach</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Lorena Sousa</string-name>
          <email>lorena@ua.pt</email>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Conference on Technology Enhanced Learning</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University of Aveiro</institution>
          ,
          <addr-line>Campus Universitário de Santiago, 3810-193 Aveiro</addr-line>
          ,
          <country country="PT">Portugal</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>This investigation aims at developing an Open Educational Resource (OER) to the learning of research methods in doctoral programs in Technology-enhanced Learning (TEL). Under the methodological approach of Educational Design Research, it consists of three phases: context analysis, development and formative evaluation, and semi-summative evaluation. Preliminary results from the first phase revealed that design-based research is the most used research method in TEL and also the one that PhD candidates and PhD holders need more training. Considering this, in the second phase, the OER prototype about design-based research was designed and developed using the H5P plugin on Moodle, where it was possible to insert some gamification strategies. At first, only a section about one research method was developed, so that this prototype can be formatively evaluated before developing the whole course on research methods. At the moment, the formative evaluation is being planned to encompass three cycles of assessment. In the first cycle, the scientific content will be validated by experts; in the second, a survey will be conducted with master's and PhD students; and finally, there will be focus groups with professors, researchers and PhD students. In the last phase, a semi-summative evaluation of the whole course will be performed to make the last adjustments to the OER and finally implement and disseminate the results in doctoral programs in TEL. Open Educational Resources, doctoral education, Educational Design Research Proceedings of the Doctoral Consortium of Sixteenth European</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>As information technologies have advanced
and been more accessible, a vast number of
digital resources have become more available
for those involved in education. Teachers have
been using the Internet to spread their materials
and courses, and content in digital format has
largely increased. Yet, most of these materials
are not open to be freely reused, shared or
remixed. With the purpose of overcoming these
barriers, the Open Educational Resource (OER)
movement was founded to encourage and
enable anyone to reuse and share content in an
open manner.</p>
      <p>OER</p>
      <p>can be defined as any teaching,
learning or research materials that make use of</p>
      <p>
        2020 Copyright for this paper by its authors. Use permitted under Creative
permission to adapt and reuse them [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ]. Wiley
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ] claims that content is open not only when it
is freely available to be used in other contexts.
It is open when it gives everyone permission to
engage
with the
      </p>
      <p>
        material through different
activities, known as the 5R: retain, reuse,
revise, remix, and redistribute. The types of
materials can vary from videos, images and
textbooks, to podcasts, games, and courses [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ].
      </p>
      <p>
        There are some motivations for educators,
institutions and governments to be involved
with the development and sharing of OER [
        <xref ref-type="bibr" rid="ref4 ref5 ref6">4, 5,
6</xref>
        ]. Educators, for example, are able to share
content as well as reuse and adapt it according
to their context, optimizing their time in
creating materials from scratch [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
Consequently, by reusing and sharing these
resources, there might be an improvement in
their quality, and the costs of content
development can be reduced, which can be a
benefit to the institutions. From the
governmental perspective, OER projects make
learning more accessible to society, particularly
to nontraditional groups of learners, bridging
the gap between non-formal, informal and
formal learning [
        <xref ref-type="bibr" rid="ref4 ref5 ref6">4, 5, 6</xref>
        ].
      </p>
      <p>
        However, according to [
        <xref ref-type="bibr" rid="ref8">8</xref>
        ], educators from
higher education institutions are still resistant to
embracing the use of OERs and open
educational practices. Besides, there is a lack of
technical skills to select and remix OER
appropriately and a lack of awareness regarding
copyright issues among academics [
        <xref ref-type="bibr" rid="ref5 ref7">5, 7</xref>
        ]. A
survey conducted by the Doctoral Education for
Technology-enhanced Learning (DE-TEL)
project has also shown that OERs are not
popular among PhD candidates and PhD
holders. When asked which learning sources
they used to deepen their knowledge on TEL
topics, doctoral training topics and research
methods, OERs were the least voted, being
courses in the PhD program, academic
publications and supervisor help among the
most voted learning sources.
      </p>
      <p>
        Nine European universities and the
European Association for
TechnologyEnhanced Learning (EA-TEL) created the
Doctoral Education for Technology-enhanced
Learning (DE-TEL) project with the aim at
identifying the best practices in doctoral
programs in TEL, developing a proposal for a
new program and developing sustainable Open
Educational Resources (OERs) [
        <xref ref-type="bibr" rid="ref9">9</xref>
        ]. The OERs
will encompass modules on research methods
and key topics in TEL, such as Artificial
Intelligence in education and mixed and
Augmented Reality for TEL.
      </p>
      <p>This thesis, in particular, focuses on the
development of OERs to doctoral education
training and, as a contribution to the DE-TEL
project, the OERs are going to cover the
research methods for doctoral programs in
TEL. Our main research question is which
characteristics should an OER developed for
doctoral education training have in order to
make its use more engaging? and our objectives
are:
1. to analyse the use of OERs in doctoral
education training;
2. to identify which characteristics can
contribute to make OERs an engaging
solution to doctoral education training;
3. to develop an OER to the learning of
research methods in doctoral programs in
TEL;
4. to evaluate the developed OER on
research methods in doctoral programs in
TEL.</p>
      <p>In the following sections the methodological
approach and some preliminary results are
going to be presented.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Research methodology</title>
      <p>
        This investigation is being developed under
the Educational Design Research
methodological approach. Its planning consists
of three phases [
        <xref ref-type="bibr" rid="ref10 ref11">10, 11</xref>
        ]: (1) context analysis,
(2) development and formative evaluation, and
(3) semi-summative evaluation. Each phase
will be explained in the next subsections.
2.1.
      </p>
    </sec>
    <sec id="sec-3">
      <title>Context analysis</title>
      <p>In the first phase, named context analysis, a
systematic literature review (SLR) is going to
be carried out. The main goals of this SLR are
to analyse the use of OERs in doctoral
education training and identify the main
challenges and barriers when adopting OERs in
higher education, especially in doctoral
programs.</p>
      <p>
        Furthermore, a survey will be conducted
among PhD candidates, researchers and
practitioners who study and/or work in the field
of TEL, the context of this study, to identify
which characteristics can contribute to make
OERs an engaging solution to doctoral
education training. The survey will be divided
into four sections. In the first section, there will
be questions related to personal background.
The second section is going to be adapted from
[
        <xref ref-type="bibr" rid="ref12">12</xref>
        ] and ask how relevant some characteristics
are when searching for content for doctoral
education training.
      </p>
      <p>
        Sections three and four will regard the
factors and formats that would make the
participant more likely to select a particular
resource when searching for content. These
sections are going to be adapted from a survey
developed by the Hewlett-funded OER
Research Hub, an open research project based
at The Open University (UK) [
        <xref ref-type="bibr" rid="ref13">13</xref>
        ]. At the end
of each section, there will be an open-ended
question in case participants need to add any
additional comments.
      </p>
      <p>The data from the closed-ended questions
will be analysed through descriptive analysis on
SPSS, and the data from the open-ended
questions will be analysed through content
analysis on NVivo, if necessary.</p>
    </sec>
    <sec id="sec-4">
      <title>2.2. Development and formative evaluation</title>
      <p>In the second phase, called development and
formative evaluation, the conceptualization,
design and development of the OER prototype
will be carried out considering the previous
results from the first phase. Since one of the
objectives of the DE-TEL project is to develop
OERs on research methods and key topics in
TEL, this study will focus on the development
of OERs on research methods.</p>
      <p>First, a prototype is going to be developed.
This prototype will go through cycles of
formative evaluation with PhD candidates,
professors and researchers in the field of TEL,
and as feedback is being received, adjustments
and improvements will be carried out.</p>
      <p>At the moment, we are studying the
instruments and techniques and also searching
for some validated questionnaires and scales to
formatively evaluate the OER prototype. This
formative evaluation will probably consist of
three cycles, as presented in Table 1. As the
feedback is being received from each cycle,
adjustments and improvements will be carried
out before starting the next cycle.</p>
      <p>In the first cycle, there will be a validation
of the scientific content of the prototype. Three
experts in research methods are going to be
contacted via email to validate the content. The
main goal of this cycle is to verify if the content
is appropriate to the learning of research
methods in doctoral programs in TEL and make
the necessary adjustments, before starting the
second cycle. To guide the experts’ validation,
there will be a survey with questions asking if
the content is useful, relevant, accurate,
reliable, sufficient and if it meets learners’
needs. There will also be an open-ended
question for additional comments.</p>
      <p>In the second cycle, the general aspects of
the prototype will be evaluated with twenty
PhD candidates. They are going to answer a
survey consisting of the User Experience
Questionnaire (UEQ) and a self-design
questionnaire.</p>
      <p>
        According to Díaz-Oreiro et al. [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ],
although AttrakDiff has appeared five years
earlier than the UEQ and is the questionnaire
that counts the most uses since 2006, UEQ has
surpassed AttrakDiff in uses per year in 2017
and 2018. Conducting a quick search on Scopus
using the search query “user experience
questionnaire” and “attrakdiff”, it is possible to
visualize in Figure 1 that this tendency was kept
in 2019, 2020 and has also continued in 2021
(data until July).
      </p>
      <p>
        Díaz-Oreiro et al. [
        <xref ref-type="bibr" rid="ref14">14</xref>
        ] also report that
standardized user experience questionnaires
were used in combination with other evaluation
instruments, such as self-design questionnaires.
As we intend to apply a self-design
questionnaire as a complement to the
standardized questionnaire, we chose to use
UEQ over AttrakDiff because AttrakDiff is
applied on its website (attrakdiff.de), without
the possibility of adding other groups of
questions. Using UEQ, we will add it on
LimeSurvey together with other questions from
our self-design questionnaire. On the website
ueq-online.org, it is possible to download the
UEQ in more than 30 languages and a tool is
also available on an Excel file, completely free
of charge, to facilitate the data analysis.
      </p>
      <p>As a complement to the UEQ, the
selfdesign questionnaire will encompass some
open-ended questions, such as the most positive
and negative aspects of the prototype in their
opinion, and suggestions for improvement.
These data will be analysed through content
analysis on NVivo.</p>
      <p>The data collected in this second cycle will
be triangulated with the data from the
participants’ access to Moodle, where the OER
is going to be integrated. On Moodle, it is
possible to visualize if the participants accessed
the platform, how much time they spent on it,
which pages they visualized and interacted
with, which tasks they accomplished, etc. The
SPSS software is going to be used for statistical
data analysis.</p>
      <p>In the third cycle, focus groups are going to
be conducted. The purpose of these focus
groups is to show some preliminary results and
shed light on the data collected in the second
cycle in order to identify the participants’
opinions about the prototype. There will be two
focus groups, one with professors and
researchers, and another with PhD candidates.
Each group will have from six to eight
participants, last from 60 to 90 minutes, and
will be conducted online, through the Zoom
platform. The questioning route will include
questions related to the interactive content
created with the H5P plugin on Moodle, the 5R
activities related to OERs, negative and positive
aspects, and others, to make improvements to
the prototype.</p>
      <p>After the prototype goes through these
cycles of formative evaluation, the final version
of the OER will go through a semi-summative
evaluation before being disseminated in
doctoral programs in TEL.
2.3.</p>
    </sec>
    <sec id="sec-5">
      <title>Semi-summative evaluation</title>
      <p>In the third and final phase, after we have a
final version of the OER, a semi-summative
evaluation is going to be conducted among PhD
candidates, professors and researchers who
study and/or work in the field of TEL. A survey
will be conducted to conclude this investigation
and make the last adjustments to the OER if
necessary. The data will be analysed using
SPSS and NVivo. Finally, the OER is going to
be disseminated in the doctoral programs in
TEL in Europe.</p>
      <p>Figure 2 summarizes the methodological
design of this research:</p>
    </sec>
    <sec id="sec-6">
      <title>3. Preliminary results</title>
      <p>This section will present some preliminary
results regarding the development of the first
OER prototype on research methods in TEL.
This first version is being developed using the
H5P tool and plugin on Moodle to test the
possibilities of tools that might be useful for the
development of OER prototypes.</p>
      <p>A survey was conducted by the DE-TEL
project to collect information on the current
practices and challenges of doctoral education
in TEL and find out what topics are useful but
have few educational resources. The survey
was conducted among students, PhD
candidates, researchers, practitioners who study
and/or work in the field of TEL, between
December 2020 and March 2021, through the
online survey tool LimeSurvey whose link was
available on the DE-TEL webpage
(eatel.eu/de-tel/survey). The DE-TEL partners are
using SPSS and Tableau to analyse the
collected data.</p>
      <p>Preliminary results have revealed that 229
participants from 40 different countries, most of
them from Europe, answered the survey. When
asked to select the item that best described the
general methodological approach of their PhD
research, PhD candidates and PhD holders
reported that design-based research was the
most used research method, followed by
quantitative and qualitative methods, as can be
seen in Figure 3. Regarding the research
methods that they need more training,
designbased research was also the most selected
research method by PhD candidates and PhD
holders, followed by quantitative and
qualitative methods as well.</p>
      <p>As this research aims at developing OERs
to the learning of research methods in TEL and
the preliminary results showed that
designbased research is the most used research
method and also the one which PhD candidates
and PhD holders need more training, a
prototype of the OER module about
designbased research is being designed and developed
using H5P tool.</p>
      <p>H5P tool (h5p.org), an abbreviation for
HTML5 Package, is a completely free and open
technology, which enables anyone to create,
share and reuse interactive HTML5 content
more efficiently, without the need for any
technical knowledge.</p>
      <p>H5P makes it easy to create rich interactive
content by providing several content types for
various needs. It is possible to create videos
enriched with interactions, presentations with
interactive slides, drag and drop tasks with
images and text, images with multiple
information hotspots, single or multiple choice
questions, interactive books integrating several
content types, and many others.</p>
      <p>Figure 4 shows an example of the content
type named drag the words, where it is possible
to create text-based drag and drop tasks. In this
activity, learners are asked to drag the
characteristics of design-based research and
drop them into the correct explanation. Then,
they can check their answers to see how many
responses they got right and a score is
generated. They can also choose between
retrying the task or visualizing its solution.
Figure 4, for instance, presents the solution with
the correct responses.</p>
      <p>The content type that was adopted in the
creation of this OER prototype on design-based
research was the interactive book. The H5P
interactive book content type allows authors to
create courses, books or tests, combining
various interactive content types inside of it,
such as interactive videos, course presentations,
questions and much more, through multiple
pages. Figure 4 illustrates a part of the page
about the characteristics of design-based
research. On the left-hand side of the image, it
is possible to visualize the contents of this
interactive book. The numbers in the top
righthand corner of the image indicate the actual
page and the total pages of the book,
respectively.</p>
      <p>At the end of the interactive book, there is a
report displaying the learner’s progress
throughout the book (Figure 5). There is the
total score, which is the number of points
scored by the learner from his/her correct
answers to the interactive questions; the book
progress, which is the percentage of the
visualized pages and the performed interactions
with the content (it is not possible to get 100%
of book progress only visualizing the pages);
and the interactions progress, which is the
percentage of the content that the learner
interacted with. On the last page of the
interactive book, there is also a summary that
shows the details of the interactions from each
page.</p>
      <p>H5P content can be integrated into other
platforms, such as Canvas, Blackboard and
Moodle. This content about design-based
research, specifically, was integrated on the
open Tech4Comp platform
(moodle.tech4comp.dbis.rwth-aachen.de/), on
Moodle, since it is the platform that is being
used by the DE-TEL project. It is also possible
to create content using the H5P plugin on
Moodle. Thus, some editing and complement to
this material were performed directly on
Tech4Comp Moodle platform.</p>
      <p>With this prototype, we intend to insert
some OER characteristics according to the
answers from the survey which is going to be
carried out in the context analysis phase. PhD
candidates, researchers and practitioners are
going to identify which characteristics can
contribute to make OERs an engaging solution
to doctoral training and we are going to insert
these characteristics into the prototype to see
how they work.</p>
    </sec>
    <sec id="sec-7">
      <title>4. Final considerations</title>
      <p>With this investigation, we expect to
contribute to the practical and theoretical
understanding of the process related to the
development of technological solutions and
innovations to the area of TEL. Design-based
Research (or Educational Design Research) is
the most used research method in TEL and its
process brings both theoretical and practical
contributions to the area.</p>
      <p>Regarding the practical results, we hope that
the developed OER can be a useful tool to the
teaching and learning of design-based research,
that it helps PhD candidates to deepen their
knowledge on this research method, and that its
characteristics can contribute to making its use
more engaging.</p>
      <p>Theoretically, we expect that the developed
OER can raise awareness of the importance of
the adoption and spread of OERs in education,
mainly among doctoral programs, and that this
study can support the development of other
solutions and innovations to the field of TEL.</p>
    </sec>
    <sec id="sec-8">
      <title>5. Acknowledgements</title>
      <p>I would like to express my gratitude to my
supervisors, Professors Luís Pedro and Carlos
Santos. This paper and the research behind it
would not have been possible without their
support, guidance and valuable comments.</p>
      <p>This project has received funding from the
European Union’s Erasmus Plus programme,
grant agreement
2019-1-NO01-KA203060280.
6. References</p>
    </sec>
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