Creative Commons and the Open Policy Network hosted the first Institute for Open Leadership meeting in San Francisco 12-16 January 2015. The Institute for Open Leadership (IOL for short) is a training program to identify and cultivate new leaders in open education, science, public policy, research, data and other fields on the values and implementation of openness in licensing, policies and practices. The rationale for the IOL is to educate and empower potential open advocates within existing institutional structures in order to expand and promote the values and practices of the idea that publicly funded resources should be openly licensed.
There was significant interest in the first iteration of the IOL program: we received over 95 applications and selected 14 fellows for the first Institute. The fellows came from around the world (Bangladesh, Barbados, Chile, Colombia, Greece, Nepal, New Zealand, Poland, Portugal, Somalia, United States ), and reflect a wide range of institutions–from community colleges to government sector to public radio.
The central component of the IOL program requires fellows to develop, refine, and implement a capstone open policy project within their home institution. Creative Commons staff and other selected mentors provided guidance throughout this process.
The week was deliberately structured with the fellows at the center of the conversation, with a specific focus on providing them with the information and tools to develop and successfully implement their open policy project in their institution. We constructed the week’s activities to cover a wide range of topics, including:
- Overview of Creative Commons and open licensing, as this is a key aspect to all open policies.
- Deep dive into open policy, including identifying existing real world examples, sharing lessons learned, discussing the value proposition, sharing typical opposition arguments.
- Discussion of practical development of policy roadmaps and roll-out strategies across different sectors/institutions.
- Campaign planning and advice/best practices about how to communicate with decision makers about open policy.
- Identification of resources in support of open policy development and implementation, including presentations, reports, videos, informational and promotional materials.
- Sharing of best methods for educating and informing decision makers about open policy, including workshops, courses, hackathons.
- Testing fellow’s open policy knowledge and expected challenges through an open policy “shark tank.”
- Hewlett Foundation communication team interviewed multiple IOL fellows for a Hewlett story on the power of CC licensing.
Mentors included Cable Green, Paul Stacey, Timothy Vollmer and Puneet Kishor from Creative Commons and Nicole Allen and Nick Shockey from SPARC. Each of these persons had specific subject-area expertise and acted as a “mentor” for two or more of the fellows. We grouped the fellows based on their project ideas with a mentor in the following categories: Open Educational Resources, Open Access, Open Data, Open GLAM (galleries, libraries, archives, museums), and Open Business Models. During the week, we provided time for fellows to work individually, with other fellows, and with their mentors.
On the final day of the in-person Institute we asked each fellow to report back on their progress from during the week, and asked each to answer common questions, such as talking about their open policy project objectives, planned activities to meet those objectives, identification of challenges they expect to face, partners they plan on working with, and metrics for success.
In addition to the whole group discussions, mentor breakouts, and individual work, we included informational and motivational speakers to talk with the fellows over our lunch breaks. These talks were given by individuals with experience working in open policy across a variety of sectors, including Hal Plotkin (former Senior Policy Advisor within the U.S. Department of Education), Abel Caine (OER Program Specialist at UNESCO), Heather Joseph (Executive Director at SPARC), Laura Manley (Project Manager at Open Data 500) and Romain Lacombe (Plume).
With the successful completion of the in-person portion of the IOL, the fellows have now returned to their home countries and will begin the process of implementing their open policies. The mentors are committed to continue working with their respective fellows, including providing advice and assistance. Fellows and mentors will meet to discuss progress over webinars planned for the following months. The goal is for the fellows to have implemented their open policy at the institution within a year. The fellows will be able to share more information about the implementation of their capstone policy projects in the coming months.
We’ve already solicited feedback from fellows and are currently evaluating the activities and structure of the just-completed IOL. There are already several improvements we’d like to see as we begin to develop the second round of the IOL, to be held outside of North America in January 2016. We plan to open the application process for round two in mid-2015. The demand for IOL is large and additional funding is being sought to support additional ones beyond the first two.
One of the aims of the Institute For Open Leadership is to link participants together into a global network. Participants from this inaugural Institute for Open Leadership, and all future ones, become part of a peer-to-peer network providing support for each other, asking and answering questions, and getting ongoing help with open policy development and implementation. This network helps participants overcome barriers and ensure open policy opportunities come to fruition.1 Comment »
Today the Ford Foundation announced an open licensing policy for all of their grant-funded projects and research. The new arrangement came into effect February 1, 2015 and covers most grant-funded work, as well as the outputs of consultants. The Ford Foundation has chosen to adopt the CC BY 4.0 license as the default for these materials. Grant agreements will now include a paragraph requiring the grant recipient to broadly share all copyrightable products (such as research reports, photographs, videos, etc.) funded by the grant under CC BY. And the Ford Foundation is leading by example by adopting CC BY for all materials not subject to third-party ownership on their own website.
Darren Walker, president of the Ford Foundation, said, “This policy change will help grantees and the public more easily connect with us and build upon our work, ensure our grant dollars go further and are more impactful, and – most importantly – increase our ability to advance social justice worldwide.”
“We’re incredibly pleased to see the Ford Foundation adopting a Creative Commons licensing policy for a wide range of grant-funded works, promoting openness and re-use of content produced through its philanthropic grantmaking,” said Ryan Merkley, CEO of Creative Commons. “The Ford Foundation joins a growing movement of foundations and governments adopting policies that increase access to and re-use of digital education materials, research articles, and data using Creative Commons.”
The Ford Foundation is an independent, nonprofit grant-making organization created in 1936. Its mission is “to strengthen democratic values, reduce poverty and injustice, promote international cooperation, and advance human achievement.” In 2013 the Ford Foundation granted almost $570,000,000 to projects and organizations around the world.
The Ford Foundation joins several other philanthropic grantmaking organizations who have adopted Creative Commons licensing policies for the outputs of their charitable giving. We’ve highlighted several over the last few months, including the William and Flora Hewlett Foundation (who also now require CC BY for all their project-based grantmaking) and the Bill & Melinda Gates Foundation (who adopted a CC BY open access policy for published grant-funded research and data). Releasing grant-funded content under permissive open licenses like CC BY means that these materials can be more easily shared and re-used by the public. And they can be combined with other resources that are also published under an open license.
Congratulations to the Ford Foundation on adopting an open licensing policy that will encourage the sharing of rich content and data in the digital global commons. Creative Commons continues to urge other foundations and funding bodies to emulate the ongoing leadership of the Ford Foundation by making open licensing an essential component of their grantmaking strategy.2 Comments »
It’s a new year, and Creative Commons and the Open Policy Network are excited to work with the inaugural group of fellows at the Institute for Open Leadership. The Institute for Open Leadership–or IOL–is an effort to cultivate new leaders in open education, science, public policy, and other fields on the values and implementation of openness in licensing, policies and practices. The rationale for the Institute is to educate and empower potential open advocates within existing institutional structures in order to expand and promote the values and practices of the idea that publicly funded resources should be openly licensed.
We received nearly 100 high quality applications and selected 14 fellows for the first Institute. The fellows come from around the world (12 countries), and reflect a wide range of institutions–from community colleges to government ministries to public radio.
We’re hosting the in-person portion of the Institute in California next week. It’s important that the Institute help fellows move from theory to reality: a major component of the program requires fellows to develop, refine, and implement a capstone open policy project within their home institution. Creative Commons and the open community will provide mentorship and guidance throughout this process. As the fellows build and eventually implement their policy projects, we’ll ask them to share their progress, challenges, and successes. We also plan on running a second Institute for Open Leadership outside of North America – in late 2015.Comments Off on Institute for Open Leadership kicks off next week
Last year, the U.S. Congress included a provision in its appropriations legislation that would ensure that some research conducted through federal spending would be made accessible online, for free. It mandated that a subset of federal agencies with research budgets of at least $100 million per year would be required provide the public with free online access to scholarly articles generated with federal funds no later than 12 months after publication in a peer-reviewed journal. The agencies affected by the public access provision of the appropriations bill included the Department of Labor, Department of Education, and Department of Health and Human Services. Of particular note is the Department of Health and Human Services, which encompasses research-intensive agencies such as the National Institutes of Health, Food and Drug Administration, and Centers for Disease Control and Prevention.
SEC. 525. Each Federal agency, or in the case of an agency with multiple bureaus, each bureau (or operating division) funded under this Act that has research and development expenditures in excess of $100,000,000 per year shall develop a Federal research public access policy that provides for— 1) the submission to the agency, agency bureau, or designated entity acting on behalf of the agency, a machine-readable version of the author’s final peer-reviewed manuscripts that have been accepted for publication in peer-reviewed journals describing research supported, in whole or in part, from funding by the Federal Government; (2) free online public access to such final peer reviewed manuscripts or published versions not later than 12 months after the official date of publication.
Alongside the federal spending legislation, there were references included in accompanying reports (see Departments of Commerce, Justice, Science report at p. 30 and Department of Interior report at p. 32) that point to President Obama’s Directive requiring agencies to increase access to the results of federally funded scientific research. The appropriations language passed for 2014 and 2015 echoes the language of the White House Directive, issued in February 2013. It directs “Federal agencies with more than $100M in R&D expenditures to develop plans to make the published results of federally funded research freely available to the public within one year of publication and requiring researchers to better account for and manage the digital data resulting from federally funded scientific research.” The agency plans were due in August 2013, and according to the Office of Science and Technology Policy (OSTP), all agencies have submitted at least a draft plan (PDF). Those plans are now being reviewed by OSTP.
Progress has been slow, but public access to publicly funded research remains on the table in the United States.
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Philanthropic foundations fund the creation of scholarly research, education and training materials, and rich data with the public good in mind. Creative Commons has long advocated for foundations to add open license requirements to their grants. Releasing grant-funded content under permissive open licenses means that materials may be more easily shared and re-used by the public, and combined with other resources that are also published under open licenses.
Yesterday the Bill & Melinda Gates Foundation announced it is adopting an open access policy for grant-funded research. The policy “enables the unrestricted access and reuse of all peer-reviewed published research funded, in whole or in part, by the foundation, including any underlying data sets.” Grant funded research and data must be published under the Creative Commons Attribution 4.0 license (CC BY). The policy applies to all foundation program areas and takes effect January 1, 2015.
Here are more details from the Foundation’s Open Access Policy:
- Publications Are Discoverable and Accessible Online. Publications will be deposited in a specified repository(s) with proper tagging of metadata.
- Publication Will Be On “Open Access” Terms. All publications shall be published under the Creative Commons Attribution 4.0 Generic License (CC BY 4.0) or an equivalent license. This will permit all users of the publication to copy and redistribute the material in any medium or format and transform and build upon the material, including for any purpose (including commercial) without further permission or fees being required.
- Foundation Will Pay Necessary Fees. The foundation would pay reasonable fees required by a publisher to effect publication on these terms.
- Publications Will Be Accessible and Open Immediately. All publications shall be available immediately upon their publication, without any embargo period. An embargo period is the period during which the publisher will require a subscription or the payment of a fee to gain access to the publication. We are, however, providing a transition period of up to two years from the effective date of the policy (or until January 1, 2017). During the transition period, the foundation will allow publications in journals that provide up to a 12-month embargo period.
- Data Underlying Published Research Results Will Be Accessible and Open Immediately. The foundation will require that data underlying the published research results be immediately accessible and open. This too is subject to the transition period and a 12-month embargo may be applied.
Trevor Mundel, President of Global Health at the foundation, said that Gates “put[s] a high priority not only on the research necessary to deliver the next important drug or vaccine, but also on the collection and sharing of data so other scientists and health experts can benefit from this knowledge.”
Congratulations to the Bill & Melinda Gates Foundation on adopting a default open licensing policy for its grant-funded research. This terrific announcement follows a similar move by the William and Flora Hewlett Foundation, who recently extended their CC BY licensing policy from the Open Educational Resources grants to now apply foundation-wide for all project-based grant funds.
Regarding deposit and sharing of data, the Gates Foundation might consider permitting grantees to utilize the CC0 Public Domain Dedication, which allows authors to dedicate data to the public domain by waiving all rights to the data worldwide under copyright law. CC0 is widely used to provide barrier-free re-use to data.
We’ve updated the information we’ve been tracking on foundation intellectual property policies to reflect the new agreement from Gates, and continue to urge other philanthropic foundations to adopt open policies for grant-funded research and projects.3 Comments »
Leicester City Council is the first local government authority in the United Kingdom (UK) to provide 84 community schools with blanket permission to openly license their educational resources. The council is recommending that school staff use the Creative Commons Attribution (CC BY) license to share materials created in the course of their work. The Council has also released guidance and practical information for school staff on using and creating open educational resources (OER).
As part of Josie Fraser’s (ICT Strategy Lead, Leicester City Council) work with the council, she leads on a citywide project to raise school staff skills and confidence in using technology to support teaching, learning, and school community development. The project has surveyed staff across the city to identify strengths and gaps in their use of technologies and digital resources. While the results on the whole have been very positive, the survey identified that school staff knowledge about OER and open licensing is very limited.
In response to this, Josie worked with Björn Haßler and Helen Neo (from the University of Cambridge) to create accessible OER schools guidance and practical resources for schools on finding, attributing, remixing, creating, and sharing CC licensed resources. School staff were invited to participate in the development of the resources, by review and discussion, and by taking part in pilot workshops for school staff and leaders.
“The response to the guidance has been very positive, with schools keen to raise the profile of excellent work being produced through the use of Creative Commons licenses. Schools want to raise staff knowledge in relation to copyright and open licensing, and see the classroom modelling of good practice in using and accrediting resources as important for their learners.”
– Josie Fraser
Schools routinely make use of web-based resources to support their learners, but don’t routinely benefit from the range of openly shared resources available if they aren’t aware of open licensing. The permission and guidance are designed to work together in raising awareness about CC licenses and OER, and support schools in promoting the work they are doing by sharing – enabling them to create, and to connect and collaborate with other educators. At a time when so many resources used in schools are digital, and accessed and shared online, understanding copyright and the role that open licenses play is essential for education professionals.
“Leicester City Council is the first local authority in the UK to provide its school employees with permission to openly license their resources. This is a highly commendable and visionary step. We very much hope that this will inspire other councils and schools to look at how they can also support staff in sharing their work.”
– Dr. Björn Haßler, University of Cambridge
Resource packs, which including model policies, guidance and resources for schools, are available at: http://schools.leicester.gov.uk/openeducation. The resources themselves build on existing openly licensed materials, and all new materials are all released under CC BY 4.0 and are available in editable versions for adaptation.
“Open licensing is an important step in making cultural change happen – for educators and learners to benefit from public work, and for schools across the city to move towards open practice. Change will not happen overnight, but the permission and guidance provides a great way for schools to think about how they share and collaborate, and how they would like to take their communities forward.”
- OER Guidance for Schools was commissioned by Leicester City Council, as part of the Council’s award winning digital literacy school staff development project, DigiLit Leicester.
- The OER Guidance resources were produced by Björn Haßler, Helen Neo, and Josie Fraser, and are available under CC BY 4.0.
- For further information please contact Josie Fraser (firstname.lastname@example.org) or Björn Haßler (email@example.com).
Last month, I had the honour of providing a keynote address and two workshops at a teacher conference at Northcote College1, on the North Shore of Auckland, New Zealand.
Like many schools, Northcote is in the process of developing an overarching digital citizenship policy for staff, students, and the wider community. This policy is likely to include – alongside other issues like safety, privacy, research and integrity – a commitment to Creative Commons licensing.
If Northcote College does adopt a Creative Commons policy, they will join between fifty and one hundred New Zealand schools that have decided to formally give permission for teachers to share resources using a Creative Commons licence, with a preference for CC BY and CC BY-SA.
The policy is designed to address the fact that, under Section 21 of the 1994 Copyright Act, the first owner of copyright works made by New Zealand teachers in the course of their employment is their employer – namely, the schools governance board, known as the ‘Board of Trustees’ (BoT).
This means that teachers who share resources they make are legally infringing the school’s copyright – even when they are sharing with other teachers in the New Zealand state education system.
We’re advocating two solutions to this problem. First, we think every school in New Zealand’s pre-tertiary education system – all 2,500 of them – should pass a Creative Commons policy. This policy allows – and encourages – teachers to share their resources with other teachers under a Creative Commons licence.
Second, we think that teachers should adopt practices of finding, adapting, and sharing open content into their workflow. This will give teachers more confidence and flexibility when re-using third-party resources, and provide more resources for other teachers to build on and reuse.
We’ve been working at this for a couple of years now, spreading the word to the many groups working in the sector, including teachers, principals, Boards of Trustees, unions, disciplinary associations, public agencies, and other NGOs.
It’s been a long campaign, but we’re starting to make real progress. We’re giving an average of forty talks and workshops per year to the education sector, and we’re currently looking for ways to scale this work to meet the needs of every school in the country. This will become increasingly important as new resource sharing platforms – such as the crown-owned Network for Learning’s Pond – begin to take off.
The other challenge is to follow the lead of other CC affiliates, such as Poland, and help open up works produced or contracted by the Ministry of Education. There are signs that more of these resources will be openly licensed.
The adoption of open policy in schools coincides with similar moves in the local heritage and research sectors, and follows the continuing integration of CC licensing in central government. While there is still plenty to be done, it appears as if open licensing is on the verge of becoming mainstream across New Zealand’s public institutions – which is definitely good news for the global commons.Comments Off on Creative Commons policies grow in New Zealand schools
On Monday California Governor Jerry Brown signed into law AB 609–the California Taxpayer Access to Publicly Funded Research Act. The law requires that research articles created with funds from the California Department of Public Health be made publicly available in an online repository no later than 12 months after publication in a peer-reviewed journal. AB 609 is described as the first state-level law requiring free access to publicly funded research. It is similar to the federal National Institutes of Health Public Access Policy. The bill has been making its way through the California legislature since being introduced by Assemblyman Brian Nestande in February 2013. Nestande’s office announced the passage yesterday.
The law applies to grantees who receive research funds from the Department of Public Health, and those grantees are responsible for ensuring that any publishing or copyright agreements concerning manuscripts submitted to journals fully comply with AB 609. For an article accepted for publication in a peer-reviewed journal, the grantee must ensure that an electronic version of the peer-reviewed manuscript is available to the department and on an appropriate publicly accessible database approved by the department within 12 months of publication in the journal.
Congratulations to California, the leadership of Assemblyman Nestande, and the coalition of open access supporters who worked hard to make this law a reality.Comments Off on California enacts law to increase public access to publicly funded research
Yesterday at the United Nations, President Barack Obama marked the Open Government Partnership‘s (OGP) third anniversary by announcing that in addition to the commitments outlined in the current U.S. OGP National Action Plan, “The United States will take additional steps to make our government more open, transparent, and accessible for all Americans.”
Among the multiple new commitments: “Promote open educational resources, to help teachers and students everywhere.”
The multi-pronged commitment to promote OER is described as the first item in the updated National Action Plan Commitments document (638 KB PDF):
Creative Commons licenses put the “open” in OER and we stand ready to work with governments everywhere who wish to update their OGP National Action Plans with commitments to support Open Educational Resources, Open Access, Open Data and Open Policies that require publicly funded resources be openly licensed.
Last week the William and Flora Hewlett Foundation announced that it is extending its open licensing policy to require that all content (such as reports, videos, white papers) resulting from project grant funds be licensed under the most recent Creative Commons Attribution (CC BY) license. From the Foundation’s blog post: “We’re making this change because we believe that this kind of broad, open, and free sharing of ideas benefits not just the Hewlett Foundation, but also our grantees, and most important, the people their work is intended to help.” The change is explained in more detail on the foundation’s website.
The foundation had a long-standing policy requiring that recipients of its Open Educational Resources grants license the outputs of those grants; this was instrumental in the creation and growth of the OER field, which continues to flourish and spread. Earlier this year, the license requirement was extended to all Education Program grants, and as restated, the policy will now be rolled out to all project-based grants under any foundation program. The policy is straightforward: it requires that content produced pursuant to a grant be made easily available to the public, on the grantee’s website or otherwise, under the CC BY 4.0 license — unless there is some good reason to use a different license.
“When we began thinking about extending the policy from OER grants to the foundation as a whole, we wanted to be sure we would not be creating unforeseen problems,” said Elizabeth Peters, the general counsel of the Hewlett Foundation. “So we first broadened it to cover education grants that were not for OER — and have been pleased to find that there were very few issues, and those few easily resolved. CC BY for all grant-funded works will now be the default, but we are willing to accommodate grantees who have a persuasive reason to take a different path. The ultimate goal of this policy is to make the content we fund more openly available to everyone. We’re only just beginning to implement this change, and will continue to monitor how it’s working, but so far we have found most grantees are ready and willing to apply the license that makes their works fully open for re-use of all kinds.”
In practice, the new policy means that nearly all of the extensive content produced with Hewlett project-based grant funds–not only works specifically commissioned as Open Educational Resources, but scholarly research, multimedia materials, videos, white papers, and more, created by grantees on subjects of critical importance–will be widely available for downstream re-use with only the condition that the creator is attributed. Text will be openly available for translation into foreign languages, and high-quality photographs and videos will be able to be re-used on platforms such as Wikipedia. Releasing grant funded content under permissive open licenses like CC BY means that these materials can be more easily shared and re-used by the public. And they can be combined with other resources that are also published under an open license: this collection grows larger every day as governments and other publicly-facing institutions adopt open policies. Promoting this type of sharing can benefit both the original creator and the foundation, as it enables novel uses in situations not intended by the original grant funding.
For a long time Creative Commons has been interested in promoting open licensing policies within philanthropic grantmaking. We received a grant from the Hewlett Foundation to survey the licensing policies of private foundations, and to work toward increasing the free availability of foundation-supported works. We wrote about the progress of the project in March, and we’ve been maintaining a list of foundation IP policies, and a model IP policy.
We urge other foundations and funding bodies to emulate the outstanding leadership demonstrated by the William and Flora Hewlett Foundation and commit to making open licensing an essential component of their grantmaking strategy.Comments Off on Hewlett Foundation extends CC BY policy to all grantees
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