Hilton (2016) synthesized 16 studies regarding the effects of open educational resources (OER) on academic outcomes and perceptions of college students and instructors. OER is defined as teaching, learning, and research materials that users access, use, adapt, and redistribute at no cost (UNESCO, n.d.). Nine studies were identified that compared OER with traditional textbooks in higher education settings with at least 50 participants. He concluded that academic outcomes were comparable between students who used OER and those who used traditional textbooks. Students and instructors generally perceived OER favorably. During the COVID-19 pandemic, many institutions worldwide had to shift their instructions digital and make learning flexible and affordable for those who face medical, financial, and daily life challenges. This study provides collective evidence to support the adoption of OER and sheds light on benefits of OER, how it can be used in online courses, and what future work is needed internationally.

International impact and value of OER

The potentials of OER in education is globally recognized (Educause, 2020; European Commission, 2013). Countries in Europe, North and South Americas, and Asia are actively developing OER materials and finding ways to encourage educators to adopt OER, and more than 1,000 international repositories of OER exist (Santos-Hermosa, Ferran-Ferrer, & Abadal, 2017).

The obvious benefit of OER is cost-saving by students, which Hilton (2016) recognized as the primary reason for faculty’s adoption and students’ positive perceptions. According to On Campus Research (2018), U.S. students spent about $484 on course materials annually. About 85% of college students in North America delayed or avoided purchasing course materials, and approximately 90% reported that cost is a critical reason (Wakefiled Research, 2018). In a different national survey, 55% of the U.S. faculty selected cost as the primary reason for their students not having access to course materials (Seaman & Seaman, 2019). The cost-saving benefit will be perceived more critically due to the economic crisis faced by many countries. World Bank (2020a) forecasts the global economy will shrink by 5.2%, which represents the deepest recession since the World War II. It estimates at least 70 million additional people worldwide are pushed into extreme poverty due to COVID-19 (Mahler, Lankner, Aguilar, & Wu, 2020).

It is notable that students were equally or more successful without using costly textbooks in online or blended courses (Hilton, 2016). The compatibility of OER with online environments and its instant access make OER even more attractive during the pandemic. World Bank (2020b) reports that institutions in about 160 countries faced building closures due to the pandemic. According to a recent survey, 90% of U.S. institutions abruptly transitioned some or all of their classes online (Bay View Analytics, 2020). In the survey, 61% of institutions and 52% of faculty selected a greater access to digital materials as the most helpful assistance needed (Bay View Analytics, 2020). Interestingly, in another survey, 56% of the faculty were not aware of OER, 23% were using OER as supplemental resources, and 14% used as required course materials (Seaman & Seaman, 2019). A reason for the gap between the awareness and adoption rates can be faculty’s skepticism over the efficacy of OER. Hilton’s work (2016) contributes to closing the gap by providing various OER adoption cases, evidence of effectiveness, and faculty and students’ positive perceptions.

Implications for online learning

Because most OER are digital that allow users to use, distribute, and adapt materials, OER can be more easily, efficiently, and effectively integrated into online instructions than traditional textbooks. Three studies examined by Hilton (2016) compared academic outcomes for using OER in online or blended formats to those for using traditional textbook in face-to-face formats. Although these studies bear some methodological threats by comparing OER to traditional textbooks in different conditions without eliminating alternative possibilities, the positive learning outcomes from the online formats underscore technological affordances of OER to be highlighted in the pervasive online learning in current and future pandemic crises.

Instructors may utilize OER with other digital tools to create engaging online learning experiences. Many tools support multiple languages to be used internationally. Using annotation tools like Hypothes.is, instructors can highlight and annotate in digital print materials. It allows students to discuss and collaborate around the materials. Using a tool like Edpuzzle, instructors can annotate in videos. Assessments can be easily embedded into OER using tools like Edpuzzle, Spiral, Flipgrid, and Formative. For instance, Formative (goformative.com) allows users to turn instructional resources like PDF worksheets into online assessments to implement synchronously and asynchronously.

Limitations

The study bears some limitations. First, the findings are limited to the studies conducted in the U.S. and more international evidence is needed. Different cultural, economic, political, and technological factors may affect the efficacy and users’ perceptions of OER. Therefore, more studies that examined the use and effects of OER should be conducted in different contexts to facilitate institutional adoptions of OER.

Second, the study is focused on outcomes of using OER and does not provide much guidance about how to facilitate faculty’s creation, adoption, and effective use of OER. Mere adoption of OER does not guarantee comparable learning outcomes and favorable perceptions. More specific guidelines of what works and how to effectively integrate OER in specific cultural and learning contexts should be explored (Wiley & Hilton, 2018).

Future steps

At the 2019 UNESCO General Conference meeting, member countries unanimously agreed to build capacity to generate and use OER, develop supportive policy nurturing the creation of sustainability models for OER, and facilitate international cooperation (UNESCO, 2019). To do so, universal technological and quality standards for OER and their repositories should be developed and applied. There should be technical requirements for OER repositories that enable (1) users’ easy access, adoption, and adaptation of OER for effective and efficient integrations (Santos-Hermosa et al., 2017); (2) users’ evaluation of OER in terms of the universal quality standards; and (3) users’ interaction and collaboration for continuous improvement of OER. A common set of metadata requirements should be established to allow for easy retrieval including types of OER, grade levels, subject areas, topics, and users’ ratings. According to a comprehensive review on OER repositories, users’ reviews and collaborative approaches to quality are critical to sustainability (Clements, Pawlowski, & Manouselis, 2015).