Factors shaping lecturers’ adoption of OER at three South African universities
Findings indicate that whether and how OER adoption takes place at an institution is shaped by a layered sequence of factors – infrastructural access, legal permission, conceptual awareness, technical capacity, material availability, and individual or institutional volition – which are further influenced by prevailing cultural and social variables.
This study has value and application for researchers and institutions pursuing an OER agenda, policy-makers seeking tools to assess OER readiness in institutional contexts, and funding agencies aiming to boost institutional OER engagement.
The dataset arising from this study can be accessed at:
Cox, G. & Trotter, H. (2017). Factors shaping lecturers’ adoption of OER at three South African universities. In C. Hodgkinson-Williams & P. B. Arinto (Eds.), Adoption and impact of OER in the Global South (pp. 287–347). Retrieved from
Research on Open Educational Resources for Development. Research into the Social and Cultural Acceptability of Open Educational Resources in South Africa 2015. (ROER4D Sub-project 4) [dataset]. Version 1.1. Cape Town: ROER4D [producer], 2015. Cape Town: DataFirst [distributor], 2015. Available at: https://www.datafirst.uct.ac.za/dataportal/index.php/catalog/555/related_materials.
Cox, G. & Trotter, H. (2016) Institutional Culture and OER Policy: How Structure, Culture, and Agency Mediate OER Policy Potential in South African Universities. International Review of Research on Open and Distributed Learning (IRRODL), 17(5). Retrieved from: http://www.irrodl.org/index.php/irrodl/article/view/2523
Cox, G. & Trotter, H. (2015). Ready of Not? OER workshops at 3 South African universities. Presentation at the OEC Global Conference 2015, April 2015. Banff, Canada.
Cox, G. and Trotter, H. (2016). UCT, Fort Hare or UNISA: Which university is OER ready? Presentation at the University of Cape Town Teaching and Learning Conference 2015, 30 March 2016. Cape Town, South Africa. Retrieved from
Trotter, H. (2015). Harmonising Research between South and North: Results from ROER4D’s Question Harmonisation Experiment (ROER4D). Presentation at Open Education Global 2016. 22-24 April 2015: Banff, Canada. Retrieved from
Trotter, H. & Cox, G. (2016) The OER Adoption Pyramid. Presentation at Open Education Global 2016. 12-14 April 2016: Krakow, Poland. Retrieved from http://open.uct.ac.za/handle/11427/18936
Cox, G. (2015). Copyright & Creative Commons: With Regards to Open Educational Resources. Presentation at the University of South Africa, 18 March 2015.
Cox, G. (2015). Openness in Higher Education: Open Educational Resources. Presentation at the University of South Africa, 17 March 2015. Retrieved from /
Cox, G. & Trotter, H. (2017). Understanding lecturer’s adoption of OER: a multi-factorial approach. Presented at Open Education Global Conference, 8-10 March 2017, Cape Town. Retrieved from https://www.slideshare.net/oeconsortium/understanding-lecturers-adoption-of-oer-a-multifactorial-approach-72978845
Cox, G. & Trotter, H. (2017). The OER Adoption pyramid [Video]. Retrieved from https://open-educational-resources.de/oer-adoption-pyramid-video/
Cox, G. (2017). Factors shaping lecturers’ adoption of OER in three South African universities (video). Retrieved from https://www.youtube.com/watch?v=x4bmIOVpeDU&list=PLqSYUJvxD-UDZPS5NwTJixYZqHTgYu7i2&index=14