OER

Kwame Nkrumah University adopts CC Attribution for OER policy

Jane Park, May 11th, 2011

KNUST OER production workshop team<br />
KNUST OER production workshop team by bagaball / CC BY

The Kwame Nkrumah University of Science and Technology (KNUST) has adopted a university-wide open educational resources (OER) policy with CC Attribution as the default license for university material. KNUST’s “Policy for Development and Use of Open Educational Resources (OER)” (pdf) outlines the purpose, role, and process of OER production at the university, and specifically states that,

“Materials produced which do not indicate any specific conditions for sharing will automatically be considered to have been shared under a Creative Commons Attribution license.”

The policy is available at the KNUST website and, in line with their policy, is available for use under CC BY.

KNUST is a partner institution in the African Health OER Network and works closely with the University of Michigan Medical School and Dental School to develop and distribute health OER. KNUST OER is hosted at http://web.knust.edu.gh/oer but is also duplicated for use at the Open.Michigan and OER Africa sites.

You can help us improve the case study on KNUST here.

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CC Talks With: Paul Stacey from BCcampus: Open Education and Policy

Timothy Vollmer, March 28th, 2011


Paul Stacey by BCcampus / CC BY

Paul Stacey is the Director of Communications, Stakeholder and Academic Relations at BCcampus. Headquartered in Vancouver, BCcampus provides services in support of educational technology and online learning to British Columbia’s 25 public colleges and universities, their students, faculty and administrators. The BC Ministry of Advanced Education provides funding for curriculum development. In 2003 they shifted funds to support a new thematic direction—online learning. Through this shift in priorities, BCcampus saw the opportunity to connect to the rising open education space, seeing interesting examples of other OER projects like MIT OpenCourseware and Connexions. Paul supports the strategic development of for-credit online curricula, in the form of OER, via partnerships among BC’s public post secondary institutions. He also helps coordinate a range of open online communities that support academic growth and faculty development in BC and beyond.

Foundation-funded vs. publicly-funded OER

Last year, Paul presented a paper called Foundation Funded OER vs. Tax Payer Funded OER–A Tale of Two Mandates at the Open Ed Conference in Barcelona. In that presentation he compared the goals and attributes of foundation-funded and publicly-funded OER projects. Private philanthropic foundations have provided the largest investments in OER over the last 10 years, but there are increasing examples of taxpayer-funded OER policies. Stacey observes that foundation and public sector goals are similar in wanting to expand access to education, but the means by which they do this differs. “The foundation’s primary responsibility is to the founder, while a government ministry’s primary responsibility is to its tax-paying citizens,” says Paul. While foundations often have global and humanitarian mandates and goals, government ministries, on the other hand, tend to be more geographically local to a specific nation, province, or state. They focus on providing a public service that benefits all citizens of that region rather than the entire world. “Public sector support for OER often has economic efficiency goals more than humanitarian ones,” says Paul. With public sector funding so tight, government bodies want to leverage its money in the most effective ways possible, and provide access to education to as many members of its public as possible. The ongoing question for OER is, can it do both?

Paul notes other differences between foundation-funded and publicly-funded OER. Foundation grants have primarily gone to single prestigious institutions and have been used for publishing existing lectures, course notes, and learning activities associated with campus-based classroom activity. Foundation grants have a defined start and end date and are generally not provided for ongoing operations. Government Ministries have primarily invested in OER for formal credit-based academic purposes that fulfill the education access, societal, and labor market needs of their region. Government grants are given, not to single prestigious institutions, but to collaborative partnerships of schools and institutions in their jurisdiction, often for development of new curricula intended for online delivery. Government Ministries oftentimes concern themselves with both start-up and ongoing operations funding.

A spectrum of licenses: To choose or not to choose?

Paul has constructed an interesting chart that plots various OER projects with their associated licensing terms.

Stacey notes that foundation-funded OER projects generally require a single Creative Commons license (usually CC BY or CC BY-NC-SA). But, for publicly-funded OER, there are usually more license options available. One recommendation Paul makes is for OER projects to offer a range of licensing options along the “open” continuum. “Multiple options provide greater buy-in and lower the threshold for OER participation,” suggests Paul. He concedes that there are downsides to permitting individual projects to choose their own license: a variety of licenses make remixing and adapting OER more complex, and can create interoperability issues and siloed content. While he’s noticed that no OER project places content into the public domain, Paul thinks that this approach could be tested.

BC Commons and suggestions for Creative Commons

Stacey says that Creative Commons has played a central role in making OER possible in the first place. The current licensing solution used by BCcampus intuitions, BC Commons, is modeled on Creative Commons. The BC Commons license is different than CC licenses. Where the Creative Commons licenses are applicable worldwide, the BC Commons license is applied to content for use and sharing between institutions, faculty and students affiliated with the BC public post-secondary system. BCcampus adopted the BC Commons license to support educators gradual entry into the waters of openness. “If you say to a faculty member that you want them to share their resources with everyone, they worry that they might lose control of the integrity of the resources they create,” says Paul. “Even with the BC Commons license, these concerns do not go away entirely, but fears are mitigated because the sharing is contained within the province.” Stacey thinks that the more convincing reason for rallying around the BC Commons license is the local collaboration generated by its use. “When you create a license that supports local sharing, it creates a local commons,” says Paul. The local ties among educators are oftentimes much stronger than ties outside of the community. And, BCcampus actively cultivates partnerships to encourage multiple institutions to work together on developing content—“we collectively develop and collectively reuse the resources,” says Paul.

Paul offered several recommendations for Creative Commons:

  • Develop a tracking piece of code embedded in each CC license that reports back to the OER creator on reuse. We know from social media that seeing use is a motivator for doing more.
  • Encourage CC licensing choice along the open continuum and make it simple for people to start with one license and then transition or migrate a resource to more open licenses along the continuum as they get comfortable with sharing.
  • Work with those trying to create regional versions of CC licenses, (like we’ve done in BC with the BC Commons license), to craft the regional license to be as similar to CC as possible. In our experience its been crucial to complement global sharing choices with local regional ones.
  • Refine the decisions associated with CC license choices. Attribution, commercial/non-commercial, derivatives, and share alike go a long way but could be complemented with other decision-making points specific to OER.
  • Consider adding metadata fields to the CC license to allow the creator to add additional information about the resource including their interest in collaborating with others on improving and modifying it.
  • Work with national, state and other public sector institutions and organizations to incorporate Creative Commons license options into education policy that governs IP and copyright so that educators have CC choices built into their agreements.
  • Continue work with software companies that develop applications used to create and deliver educational resources to incorporate CC licenses as default options within the application.

Future of OER

Stacey speculates that while government Ministries have yet to be convinced that making all their publicly funded educational resources open to the world is in the best interests of its citizens, he predicts that this will eventually prove to be the case. “Foundations and public sector entities will work together to define the OER value proposition in a way that meets both sets of mandates and goals and is mutually beneficial regionally and globally,” says Paul.

Paul thinks that both foundation and public sector funding will increasingly look to achieve a formal learning outcome where credit is associated with OER,” he says. OER will be help spur other changes in our education system too, and continue to affect the dynamics of the teaching/learning environment. Stacey predicts: “Student-to-student and network-based learning will generate global OER education networks that will eventually prove to provide a better education than is currently available through existing traditional education providers.” Stacey reinforces the need to include students in the OER creation process, as they are the primary beneficiaries of open learning materials. “We’ve tended to see students as consumers of OER,” says Paul, “but I believe students will ultimately produce more OER than educators.” He predicts that someday students will get credit for producing course content OER. But, the demand for well-trained and credentialed educators isn’t going away. The role of a teacher will continue to evolve. Lecturing is out. Facilitating, mentoring, connecting students together in ways most productive for their learning is in. And critically important is the need for professionals to take on the role of assembling OER into sensible curriculum, and delivering it in a way that allows for ongoing assessment to take place.

Stacey believes there’s no one-size-fits-all vision for the future of OER. Open education can be transformative in a variety of ways, and it should be able to fit alongside more traditional environments too. He thinks it’s exciting to imagine the various possibilities, and has described one vision for how this might look as the University of Open. He also points to the work Wayne Mackintosh is leading around an OER University. Paul thinks that a quality education is a shared aspiration for everyone around the world. “We’re seeing OER change education from something defined by scarcity to something based on an idea of plenty,” he says. “OER, together with the ability to form global learning networks, makes education for all an attainable goal.”

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Creative Commons CEO Cathy Casserly receives President’s Award for OpenCourseWare Excellence

Jane Park, March 23rd, 2011


Cathy Casserly by Carnegie Foundation for the
Advancement of Teaching
/ CC BY

The OpenCourseWare Consortium (OCWC), a community of over 250 member institutions worldwide committed to sharing their courses online, has voted to present Creative Commons CEO Cathy Casserly with the President’s Award for OpenCourseWare Excellence, a special recognition of her extraordinary contributions to the open courseware community. Prior to Cathy’s role as the CEO of Creative Commons and Senior Partner and Vice President of Innovation and Open Networks at the Carnegie Foundation for the Advancement of Teaching, Cathy,

“served as director of the Open Educational Resources Initiative at The William and Flora Hewlett Foundation and guided more than $100 million in support to increasing the efficiency and effectiveness of knowledge sharing worldwide. Casserly’s work helped raise global awareness of resources, participants and their projects.”

We are thrilled for Cathy to receive this honor and for her continuing work supporting open educational resources (OER) at Creative Commons. Cathy, along with other distinguished recipients, will be presented the award at the upcoming OCWC meeting in May, celebrating 10 years of open courseware.

The Open CourseWare movement has taken off around the world, powered by CC licenses. Materials from 2,000 MIT courses are available for reuse, translation, and remix under the CC Attribution-Noncommercial-ShareAlike license (CC BY-NC-SA) and nearly 800 MIT OCW courses have been translated into other languages. The Open Courseware Consortium contains over 250 global member institutions and affiliates, including the African Virtual University, Japan OCW Consortium, Open University Netherlands, and China Open Resources for Education.

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Creative Commons sponsors WikiSym 2011

Jane Park, February 24th, 2011

We are thrilled to announce our involvement in the 7th annual WikiSym, International Symposium on Wikis and Open Collaboration. WikiSym explores the impact of wikis, open resources, and open technologies across all sectors of society, including education, law, journalism, art, science, publishing, business, and entertainment.

WikiSym 2011 will be held in Mountain View, California on October 3-5. You don’t want to miss this conference. WikiSym draws an international group of leading thinkers from industry, non-profits and academia. Last year’s WikiSym 2010 in Poland was packed with exciting people and ideas. WikiSym 2011 is gearing up to be the best gathering on open collaboration ever held.

Creative Commons is an official sponsor of the event, and we will be presenting some of our ideas on Open Educational Resources (OER) and open content in general.

Want to present your ideas at WikiSym 2011? The program will include: research papers, workshops, panel discussions, poster sessions, demos, and a doctoral symposium. See the call for participation page for details and deadlines. Be sure to follow their blog and Twitter account for updates leading up to the event.

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Designing assessment and credit pathways for open education learners

Jane Park, February 9th, 2011

open badge infrastructure prototype
Badge prototypes by P2PU & Mozilla / CC BY-SA

Getting students formal credit for their free and open education is a challenge, but groups and institutions are working around the world to come up with alternative pathways to recognition. The Peer 2 Peer University (P2PU) is one such group that explored the topic in an assessment workshop last September and then co-designed virtual “badges” for recognition in real time at the Mozilla Drumbeat Festival in Barcelona. P2PU and Mozilla are piloting these badges via the P2PU School of Webcraft, and have solicited would-be developers for the skills and competencies that would best be reflected by a badge system. In collaboration with the MacArthur Foundation, they have drafted An Open Badge System Framework: A foundational piece on assessment and badges (Google doc).

A meeting to build an OER University


Alternatives, such as the badge system above, may factor into a plan to bring formal recognition to open education learners’ achievements. In an effort to combine institutional forces, the Open Educational Resources (OER) Foundation will host an international planning meeting on February 23 to co-design assessment and credit pathways for open learning. As open educational resources (OER) under CC licenses become more integrated into institutional education, the OER foundation (along with Otago Polytechnic in New Zealand, the University of Southern Queensland in Australia, and Athabasca University in Canada) is hoping to “provide flexible pathways for OER learners to earn formal academic credit and pay reduced fees for assessment and credit.”

The challenge is to find robust mechanisms for academic credit for these OER learners. “Students seek flexible study opportunities, but they also want their achievements recognised in credible credentials.” said Sir John Daniel, President of the Commonwealth of Learning. “This important meeting will tackle the challenges of combining flexibility with rigour, which requires clarity in conception and quality in execution.”

The OER Foundation invites and encourages all post-secondary institutions and others “who care about sharing knowledge as a core value of education” to join the meeting, which will be streamed virtually by UNESCO to enable participation by all.

The foundation believes “OER is a sustainable and renewable resource,” but that “collaboration among education institutions will be a prerequisite for success.”

Learn more about the OER for Assessment & Credit for Students Project and see UNESCO’s announcement for more information.

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CC News: $2 billion fund available for open education

Jane Park, February 3rd, 2011

Stay up to date with CC news by subscribing to our weblog and following us on Twitter.

CC heads into February with exciting new developments in policy, science, and journalism.

A new U.S. education fund makes available $2 billion to create open educational resources in community colleges

The U.S. Department of Labor and the Department of Education announced a new education fund that will grant $2 billion to create open educational resources (OER) materials for career training programs in community colleges. The Trade Adjustment Assistance Community College and Career Training Grant Program (TAACCCT) will invest $2 billion over the next four years into grants that will “provide community colleges and other eligible institutions of higher education with funds to expand and improve their ability to deliver education and career training programs.” What’s more, the full program announcement (PDF) states that all the resources created using these funds must be released under the Creative Commons Attribution (CC BY) license. The first round of funding will be $500 million over the next year. Applications to the solicitation are now open, and will be due April 21, 2011. Read what our incoming CEO, Cathy Casserly, has to say at the full post.

Nature Publishing Group announces a new open access journal and support for CC

nature reports logo

Nature Publishing Group has long been a leader in scientific and medical publishing. Last month, the company announced a brand new online open access journal called Scientific Reports. With this launch, a full 80% of NPG academic and society journals and 50% of all journals the company publishes offer open access options to authors. Additionally, NPG is going to make a donation to Creative Commons for every publication in Scientific Reports. We are thrilled to have this financial support that will help us continue to provide the legal and technical infrastructure of open systems. Read more.

Al Jazeera adds Egypt and Tunisia coverage to its CC video repository

Since the beginning of the Egyptian uprising on January 25th, Qatar-based all-news Arabic channel Al Jazeera has been feeding its repository of CC-licensed video with up-to-date footage from Egypt and Tunisia. With a powerful network of journalists and reporters on the ground who can provide footage that is sometimes very difficult to obtain, “Al Jazeera has decided to make its content available for other news sources to use through their Creative Commons website” (Wired). The footage released on Al Jazeera’s Creative Commons repository is under the CC BY license, which makes it legally available to be downloaded, shared, re-mixed, translated and even re-broadcast without asking for further permission as long as the original source is credited. Read more.

In other news:

  • Open data is huge this year. Read about CC’s open data strategy and what you can do to help.
  • Belgian and Israeli Courts granted remedies to CC licensors.
  • Director Vincent Moon (of the Take-Away Shows) announced public-private screenings for his new film, “An Island.” The film, like all his work, is available under CC BY-NC-SA.
  • We launched a new blog series on Creative Commons and Public Sector Information for the ePSIplatform.
  • We talked with Nick Shockey of the Right to Research Coalition (R2RC) about the benefits of adopting CC tools for open access literature, and the similarities between the open access and open education movements.
  • We changed our website!
  • We also created CC REL by Example in an effort to make CC license metadata much easier to implement. It includes many example HTML pages, as well as explanations and links to more information.
  • Finally, we rounded out the month by holding our first board meeting of 2011 and completing three CC license 3.0 localizations in Estonia, Costa Rica, and Chile.
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New federal education fund makes available $2 billion to create OER resources in community colleges

Timothy Vollmer, January 20th, 2011

The Department of Labor and the Department of Education today announced a new education fund that will grant $2 billion to create OER materials for career training programs in community colleges. According to Secretary of Labor Hilda L. Solis and Secretary of Education Arne Duncan, the Trade Adjustment Assistance Community College and Career Training Grant Program (TAACCCT) will invest $2 billion over the next four years into grants that will “provide community colleges and other eligible institutions of higher education with funds to expand and improve their ability to deliver education and career training programs.” The full program announcement (PDF) states that all the resources created using these funds must be released under the Creative Commons Attribution (CC BY) license:

In order to further the goal of career training and education and encourage innovation in the development of new learning materials, as a condition of the receipt of a Trade Adjustment Assistance Community College and Career Training Grant (“Grant”), the Grantee will be required to license to the public (not including the Federal Government) all work created with the support of the grant (“Work”) under a Creative Commons Attribution 3.0 License (“License”). This License allows subsequent users to copy, distribute, transmit and adapt the copyrighted work and requires such users to attribute the work in the manner specified by the Grantee. Notice of the License shall be affixed to the Work. For more information on this License, please visit http://creativecommons.org/licenses/by/3.0.

The program supports President Obama’s goal of having the highest proportion of college graduates in the world by 2020 by helping to increase the number of workers who attain degrees, certificates, and other industry-recognized credentials. The first round of funding will be $500 million over the next year. Applications to the solicitation are now open, and will be due April 21, 2011.

Cathy Casserly, incoming CEO of Creative Commons, said, “This exciting program signifies a massive leap forward in the sharing of education and training materials. Resources licensed under CC BY can be freely used, remixed, translated, and built upon, and will enable collaboration between states, organizations, and businesses to create high quality OER. This announcement also communicates a commitment to international sharing and cooperation, as the materials will be available to audiences worldwide via the CC license.”

Beth Noveck, professor of law and former U.S. Deputy Chief Technology Officer and Director of the White House Open Government Initiative, said, “The decision to make the work product of $2 billion in federally funded grants free for others to reuse represents a historic step forward for open education. The Departments of Labor and Education are to be congratulated for adopting more open grantmaking practices to ensure that taxpayer money funds the widest possible distribution of this important job-training courseware.”

Congratulations to The Department of Labor, The Department of Education, and others involved in crafting this important, innovative program. Creative Commons is committed to leveraging this opportunity to create a multiplier effect for public dollars to be used on open, reuseable quality content.

Addendum:
Where new learning materials are created using grant funds, those materials must be made available under CC BY. However, it is not a requirement that all the TAACCCT grant funds be spent on the creation of learning materials. We’ve also updated the title of this post to reflect this clarification, which before read U.S. Department of Labor and Department of Education commit $2-billion to create open educational resources for community colleges and career training.

Second Addendum:
See our page about Creative Commons and TAACCCT for further information.

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CC Talks With: The Right to Research Coalition’s Nick Shockey: Open Education and Policy

Timothy Vollmer, January 20th, 2011

Nick Shockey is the Director of the Right to Research Coalition (R2RC) and the Director of Student Advocacy at the Scholarly Publishing and Academic Resources Coalition (SPARC).  The R2RC is an international alliance of 31 graduate and undergraduate student organizations, representing nearly 7 million students, that promotes an open scholarly publishing system based on the belief that no student should be denied access to the research they need for their education because their institution cannot afford the often high cost of scholarly journals. We spoke to Nick about similarities in the open access and open educational resources movements, the worldwide student movement in support of access to scholarly research, and the benefits of adopting Creative Commons tools for open access literature.

Nick Shockey
Nick Shockey by Right To Research Coalition / CC BY

“It all started in a hotel room in Paris,” explains Shockey, who while studying abroad at Oxford and on a brief trip to France happened to catch a CNN special about MIT’s OpenCourseWare (OCW) program. Nick was immediately impressed by the idea of OCW, and upon his return to Trinity University campaigned to get his school to implement a similar program. For a number of reasons, OCW didn’t catch on at Trinity, but the experience Shockey gained in advocating for it provided him with two crucial pieces that led to his work at SPARC: a deep interest in opening up the tools of education, and an introduction to Diane Graves, Trinity’s University Librarian and then SPARC Steering Committee member. Shockey began advocating for open access to research at Trinity, and convinced the student government to pass a resolution supporting the Federal Research Public Access Act (FRPAA), as well as a later resolution endorsing the Student Statement on the Right to Research. The statement calls for students, researchers, universities, and research funders to make academic research openly available to all. These principles formed the foundation for what was to become the Right to Research Coalition.

Growth of R2RC

In the summer after Shockey moved to Washington D.C., he was able to add new signatories to the Student Statement on the Right to Research, including the National Association of Graduate-Professional Students (NAGPS) and the National Graduate Caucus of the Canadian Federation of Students. It soon became clear that a larger impact could be made by organizing as a coalition that actively advocated for and educated students about open access, and Nick joined SPARC full time to lead the Right to Research Coalition.

R2RC has grown to include 31 member organizations and now represents nearly 7 million students worldwide. “The incredible diversity of our membership speaks to how important access to research is to students,” says Shockey. R2RC’s members range in size from groups with less than a hundred students to organizations with more than a million. But Nick notes that all the member groups have two things in common: they believe students should have the benefit of the full scholarly record (not just the fraction they or their institution can afford), and they recognize that the Internet has made unfettered access possible by driving down the marginal cost to distribute knowledge virtually to zero.

Federal open access advocacy

SPARC and the Right to Research Coalition have been supportive of the Federal Research Public Access Act (FRPAA), a law which would require 11 U.S. government agencies with annual output research expenditures over $100 million to make manuscripts of journal articles stemming from research funded by that agency publicly available via the Internet. While FRPAA didn’t pass in 2010, Shockey’s very happy with the remarkable progress made, which culminated last year in the Congressional hearing on the issue of public access to federally funded research. Shockey, colleague Julia Mortyakova, and R2RC members have been advocating in support of FRPAA in various ways, such as letter-writing campaigns and in-person office visits. Shockey estimates his membership has reached out to well over two hundred Congressional offices.

Student support for OA around the world

Shockey describes that the current situation of limited access to academic research is a widespread problem that affects students all around the world. But, he explains that the real difference isn’t between the United States and the rest of the world, but between the developed and the developing world. “Paying $30 for access to one article is expensive even for many researchers in the U.S.,” says Nick, “but when you realize that $30 is an entire average month’s wage in Malawi, you can see the huge disparities in access faced by huge swaths of people around the world.”

At the end of last summer, R2RC began a concerted effort to expand their coalition to incorporate international student groups, and launched their Access Around the World blog series to feature stories and activities from students across the globe. In fall 2010, Shockey pitched the importance for student access to scholarly research to the European Medical Students’ Association’s General Assembly in Athens and the European Students’ Conference in Berlin. “The students understood the issue right away and have gotten involved immediately,” says Nick. The President of the European Medical Students’ Association has already made a presentation on Open Access and the R2RC at a major international medical conference, and just this month, the coalition welcomed the International Federation of Medical Students’ Associations (IFMSA), the world’s largest medical student organization, which operates in 97 countries around the world.

Access is crippled by cost; OA enables novel downstream benefits

The high cost to users to access academic journals and educational materials is a criticism shared by advocates of open access (OA) and open educational resources (OER). Scholarly journal prices have increased at 200% the level of inflation, similar to that of college textbook prices. Shockey believes that the that the greatest value of open access is to help knock down the prohibitive barriers that high prices pose to individual users. “A singe U.S. university we studied spent about $900,000 for only 96 journal subscriptions–and that was at a well-funded school,” says Shockey. “At less wealthy institutions, or those in the developing world, the price barriers often prove insurmountable. Students and researchers must make do with what their school can afford rather than what they need.”

Nick explains that through open access, the entire scholarly record could be available for anyone to read and build upon, leading to innumerable public benefits.  But he’s most excited by the uses of open access scholarship we can’t even think of at the moment. “Lawrence Lessig points out that the real ‘secret sauce’ of the Internet is that you don’t need anyone’s permission to innovate on it,” says Shockey, “and I believe open access will finally bring this ability to academic research.” Nick describes a world of open access in which researchers will not only be able to read any article, but also be permitted to perform semantic text mining to uncover trends no one person could discover and connect together. But for this promise to be fulfilled, he reinforces that researchers need access to the entire scholarly record, not just a selected subset, and the rights necessary to reuse these articles in new and interesting ways.

Open access and Creative Commons

Shockey explained that Creative Commons plays a crucial role within the OA movement by providing a standard suite of prepackaged open content licenses. “To make an obvious point,” he said, “very few researchers are also copyright lawyers, and the CC licenses make it simple for scholars and journals to make their articles openly available. CC also helps prevents a patchwork system where it’s unclear which uses are allowed and which are not.”  Nick notes that this sort of ambiguity can be very harmful–particularly to reuse of content, so it’s important that the open access community leverages CC to ensure access and communicate rights.

Shockey says that the Creative Commons Attribution (CC BY) license has become the gold standard for open access journals. In general, scholars want recognition for their work, and the CC BY license ensures attribution to the author while allowing anyone to read, download, copy, print, distribute, and reuse their work without restriction. Shockey notes that several studies have shown a strong increase in article views and citations when an article is made openly available. “This makes intuitive sense,” Nick says. “If an article is available for more people to read and build upon, it’s unsurprising that it will also tend to be cited more often. Given the importance of citation counts in academic advancement, the citation increase can be an important benefit that flows from open licensing.”

OA support via the university

Open access (and increasingly, OER) initiatives at universities have been promoted in part through the university library. For example, at some schools librarians help educate faculty and students about the options available to them for scholarly publishing, including administering the Scholar’s Copyright Addendum. Shockey thinks that the library is a natural central organizing venue for OA and OER work, and meshes well with the library’s fundamental mission to provide their community with access to the educational resources they need.  Nick also noted that libraries are perfectly positioned to play an OA/OER organizing role because they are one of the only institutions that reaches every department and every member of the campus community. Shockey said that some libraries have already taken the lead by supporting initiatives such as the Compact for Open-Access Publishing Equity (COPE), which sets aside money to pay for the publication fees that some open access journals charge, in order to help transition to an open model.

OA and OER working together

Open access advocates argue that access to scholarly literature should not be limited to scientists and academics, but available to patients, parents, students at all levels, entrepreneurs, and others. Shockey believes that since the OA and OER movements are both working to enable free access to the tools of education, it’s important to explore the ways in which these movements can work together. Even though the R2RC is centered on open access, it’s begun to weave OER into its messaging alongside open data and open science. Nick thinks it’s important for R2RC members to see the larger network in which they work. “When we hit roadblocks in one area,” said Shockey, “there are often opportunities in others, and advancing one of these pieces (be it OA, OER, open data, open video, etc) opens the door for further progress in other areas. Furthermore, once you’ve convinced someone about one of these issues, be it a friend, colleague, or the U.S. Congress, it’s much easier to engage them on the others.”

Shockey is optimistic with regard to the future of the student open access movement, but stresses the need to move ahead with the clear vision that advancements in education, science, and scholarship require access to raw research materials. “We must always remember what it is we’re fighting for,” said Shockey, “academic research is the raw material upon which not only education but also scientific and scholarly advancement depend. When we allow these crucial resources to be locked away, it hinders the entire mission of the Academy – student learning suffers, scholarly research is impeded, and scientific discoveries are slowed.” Nick says that widespread open access promises to benefit science and scholarship in radical ways that are almost unimaginable today. “Open access will improve how we teach, learn, and solve problems in ways that are impossible within a closed system.”

While there are many ways to get involved with the Open Access movement, Shockey stressed that the most important was simply to learn about this issue of access to research and start conversations with friends, colleagues, mentors, and students to raise awareness.  The R2RC website has an individual version of their Student Statement on the Right to Research open for anyone to sign, as well as a host of other education and advocacy resources for those interested in Open Access.

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CC Talks With: Jeff Mao and Bob McIntire from the Maine Department of Education: Open Education and Policy

Timothy Vollmer, December 8th, 2010

Maine has been a leader in adopting educational technology in support of its students. In 2002, through the Maine Learning Technology Initiative (MLTI), the state began providing laptops to all students in grades 7-8 in a one-to-one laptop program. In 2009, Maine expanded the project to high school students. The one-to-one laptops paved the way for open education initiatives like Vital Signs, empowering students to conduct their own field research in collaboration with local scientists, and make that research available online. Recently, Maine has been engaged in some interesting and innovative projects around OER as a result of federal grant funds. For this installment of our series on open education and policy, we spoke with Jeff Mao and Bob McIntire from the Maine Department of Education. Jeff is Learning Technology Policy Director at MLTI, and Bob works for the Department’s Adult & Community Education team.

One part of the $700 billion American Recovery and Reinvestment Act (ARRA) was dedicated to creating technology-rich classrooms. This funding was distributed through the existing No Child Left Behind Title IID program. With their one-to-one student laptop program, Maine was already ahead of the game with regard to technology in the classroom, so they decided to focus the ARRA funding on OER projects. “We wanted to create something that had a longer shelf life,” said Bob. Maine’s grants were broken into two initiatives: research to identify and annotate high quality OERs, and the creation of professional development models using OER.

Curate metadata, don’t stockpile resources

Maine is a “non-adoption” state, which means that teachers at the local level determine the educational resources they wish to use in their classrooms. Most other states adopt educational materials at the state level. For instance, for a class like 9th grade world history, states will approve multiple textbook titles from multiple publishers, and schools will be able to choose from among the state approved list. Since it’s up to local teachers to determine which educational resources are good for their teaching, part of the Maine OER grants is devoted to researching the rough process that teachers step through when evaluating content. MLTI has been working on a type of educational registry. This registry will be a website that can house the metadata teachers collect around the resources they wish to use. This website–still in development–will help teachers to be able to find, catalog, categorize, and add other informative data to quality resources. Perhaps as important, it will allow teachers to share with others what they did with the content, whether the material worked (or bombed), and other sorts of useful descriptive information. Right now the team is using the social bookmarking service delicious to add metadata to high quality OERs that they find online. This project is coordinated by the Maine Support Network, a professional development and technical assistance provider, and all the resources are linked through one delicious site at http://www.delicious.com/syntiromsn.

Weaning teachers off of printed textbooks

Jeff talked about a way to restructure the traditional textbook adoption cycle that would result with an end product of 100% OER. Currently, the Maine textbook adoption process goes something like this: After six years of using the same textbook, teachers realize their turn is coming up to place an order for a new textbook. In the springtime, they call publishers and ask for demo copies of new books to potentially be used the following fall. Teachers peruse the books sent to them, and settle for the one that is the least flawed. Teachers use the book for five and half years, after which the process repeats itself. Jeff hopes this inefficient process can be changed. He suggests that rather than waiting until the final year to seek out new, pre-packaged educational materials, why not spend the interim years seeking out individual learning objects to replace every piece of their static textbooks?

Such a process could work to improve some of the content that teachers don’t like (and don’t use) in their traditional textbooks. And, through this iterative, piecemeal process, they can share their illustrative discoveries (and dead ends too) with other teachers. The Department itself could pitch in providing the tools, software, and other infrastructure to help teachers keep track of which resources have been reviewed, replaced, or modified. Jeff thinks that enabling teachers to operate in a constant revision mode is a better way to structure the acquisition of teaching and learning materials, rather than reviewing textbooks only once every five or six years.

As most open educational resources are digital, Jeff said there’s an increasing need to be able to deal with strictly digital materials. Digital materials can be leveraged better because Maine students and teachers already have the laptops to access and manipulate the content (which can’t be done with physical books), digital materials can help integrate other best-of types of technology and interactive pedagogy into their lessons, and digital materials helps set up the conditions to support embedded assessment mechanisms.

Share your process as OER; everything is miscellaneous

Maine hopes its work on OER can be used by other states and communities, considering the research and resources will be produced using federal dollars. They will publish their process and offer the resources they create as OER itself online. Jeff said, “the more we can demonstrate this process is effective, the better it speaks to the efficacy of OER.” And, publishing information about resources and processes should be something natural to share. “If a teacher expends six hours finding a great OER for teaching students polynomials,” said Jeff, “it just needs to be done once.” But at the same time, with the diversity of resources available online–and with clear rights statements through the use of Creative Commons–variations on the sets of resources can be nearly infinite. Teachers can have their own educational “iMixes,” just as iTunes users create playlists of their favorite music.

The future classroom

As Maine continues its work on OER research and professional development, Jeff and Bob offer a vision of a classroom where students gather in small groups, talking, exploring and building projects and investigating ideas together. There is no lecturing, and open educational resources integrate with classroom instruction seamlessly. As most kids are naturally inclined to try to find information online, teachers can guide students in using high quality, adaptable OER. Jeff also suggests that we should be investing time and effort into more direct support for students, building or extending the tools being built for teachers, and proactively including students in the resource evaluation and review process.

The success of Maine and others’ OER projects is not assured. Dwindling budgets will remain an ongoing challenge, and while there’s been some recognition of OER in policy initiatives such as the National Education Technology Plan, Jeff and Bob question whether current budget woes will derail national and state efforts for change. Teachers are increasingly overburdened, and the development and support for a hands-on process like Maine’s requires ongoing teacher participation, feedback, and practice.

In the long run, Jeff thinks that OER will challenge the educational content industry in much the same way that the music industry was challenged by–and eventually succumbed to–Apple’s “buy-whatever-you-want” model of music distribution, where users could break apart the album format and simply purchase the songs they wish. Jeff predicts that the textbook industry will be forced to break apart their offerings too, and sell individual chapters or lessons, where before they offered only packaged content to a captured education audience. And Jeff says the benefits apply to publishers too–“If they sell you Chapter 1 and it’s really good,” he said, “maybe you’ll want to buy the whole book.”

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Letter from featured Superhero Andrew Rens, former Lead for CC South Africa

Allison Domicone, December 6th, 2010

I’m delighted to introduce Andrew Rens, one of our exceptional CC Superheroes, who will tell you in his own words why he supports Creative Commons and why you should too. Rens, the founding legal lead of Creative Commons South Africa – a volunteer position he held from 2003 to 2009 – possesses particularly adept superpowers when it comes to facing tough issues around intellectual property and education in Africa. Here is his story. Join Rens and become a CC superhero – donate today.


Andrew Rens

Andrew Rens

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“Since its inception Creative Commons has been instrumental in enabling so much diverse creativity, from music to design, from science to education, from business to philanthropy that I won’t attempt to refer to it all. Instead I’ll reflect on my personal experience of supporting CC, and why I think that you should seriously consider joining me in supporting Creative Commons.

From the day I first heard about Creative Commons I believed that it would be immensely helpful to two things which I am passionate about: Africa and education. Shortly thereafter I became the first legal lead for the Creative Commons South Africa project. I worked as legal lead, a volunteer position, from 2003 until 2009. What motivates someone to keep working as a volunteer for six years? What motivated me was the immense privilege of contributing to the work of others, of playing a part, however small, in some of the most inspiring initiatives I’ve ever seen.

One of those is Free High School Science Texts which offers curriculum compliant peer produced CC licensed school textbooks in math, physics, chemistry and biology. Another great project is Siyavula, a platform which enables teachers to co-create lesson materials. Then there is Full Marks, another teacher friendly site that enables teachers to co-create math and science quizzes. Astonishingly these three projects were all begun by one very smart and determined guy: Mark Horner. Yet another great project is Yoza, a self publishing platform that enables mobile access to novels and short stories, and so encourages literacy in a generation of Africans who have no ready access and whose only computers are mobile phones.

These are all good examples of the creativity of the open educational resources (OER) movement. The OER movement draws its inspiration from the Cape Town Open Education Declaration which speaks of “developing a vast pool of educational resources on the Internet, open and free for all to use.” Enabling sharing eliminates one barrier to education: highly priced learning materials. It also begins something else, described in the Cape Town Declaration as “planting the seeds of a new pedagogy where educators and learners create, shape and evolve knowledge together, deepening their skills and understanding as they go.”

One of the first seeds to sprout is Peer to Peer University (P2PU), a volunteer driven project to create a peer to peer driven learning community. P2PU bills itself as the “social wrapper around open educational resources.” Peer learning may well be the key innovation that helps resolve the crisis which tertiary education is experiencing worldwide.

Each new development is only possible because of the development before it; peer learning is only possible with open educational resources; open educational resources are only possible with open licences such as the Creative Commons licences. Each layer relies on the continuing viability of the layer which it builds on. That is one important reason that I support the ongoing work of Creative Commons, because the fundamentals of easily understood, easily used, open copyright licences need to be maintained.

Another reason I support the ongoing work of Creative Commons is the urgent need for work on patents and databases to enable people to research collaboratively and share their results. Yet another reason is because Creative Commons is committed to expanding the network of Creative Commons projects in Africa, supporting Africans not just to port Creative Commons licences to their jurisdictions but also to provide trusted local expertise to their educational communities.

I’ve had the satisfaction of seeing that the time sacrificed as a volunteer to port the Creative Commons licences has been more than repaid; the South African CC licences have been used vastly more times than any other technical legal document I’ve drafted. This is typical of how Creative Commons has worked; for every license ported there have been thousands if not millions of works using that license. The outpouring of human expression and ingenuity enabled by Creative Commons has been a huge return on every hour of volunteer time and every dollar spent on the staff who support the volunteers and keep the website working. These investments of time and money are small only relative to the creativity they’ve enabled. Every dollar donated, every hour spent could have been used to another end, and yet without them the return would not have been as great.

Although I have been privileged to participate in these exciting developments, I don’t believe that my experience is exceptional. Everyone who contributes to Creative Commons has the opportunity to be involved with a plethora of fascinating individuals and world changing projects. Please join me in supporting Creative Commons today.”

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