Last year Creative Commons and a global coalition of organizations launched the Open Policy Network in order to support the creation, adoption, and implementation of policies that require that publicly funded resources are openly licensed resources. When open licenses are required for publicly funded resources, there is the potential to massively increase access to and re-use of a wide range of materials, from educational content like digital textbooks, to the results of scholarly research, to valuable public sector data.
The Network has expanded to include over 50 organizations. During the planning of the Open Policy Network, we identified a set of activities to work on in order to educate about and advance the adoption of global open licensing policies. Over the last few months Creative Commons was pleased to secure funding from the William and Flora Hewlett Foundation to provide modest grants to Open Policy Network members to work on these timely and important action areas. We solicited applications from interested organizations and ran a competitive funding process. We’re happy to announce the winners of the project grant funds, and we look forward to working with Open Policy Network members as they engage in these initiatives.
Openness Guides for OER and open policy (Centrum Cyfrowe)
This project will create guides that extend upon the existing “How Open Is it?” project originally developed for open access articles by the Public Library of Science (PLOS) in 2013. This guide is seen as an important educational tool for the open access community – including publishers and authors – which provides some nuance around a spectrum of openness and shows a roadmap to becoming “more open.” We see these guides being used in practice as something governments and advocates can use to advocate for open policies.
Model open policies and advocacy / implementation resources (CC South Africa/re:share/Kelsey Wiens)
This project will create and distribute model open policy resources, a task central to the mission of the Open Policy Network. Model resources may include: model open policy language (sections and entire open education, research, and data policies); open policy implementation kits with slides and talking points; communications: media / public relations resources, case studies about open policies; research: evaluating existing open policies and writing open policy briefs. The majority of these resources will be targeted for policy making audiences (e.g. legislators, regulators, etc.), but there will also be a subset of meta-materials that provides some advice and recommendations for advocates in how to best work with policymakers around these issues
Annual reports on the “state of open policy” (Consortia of Centrum Cyfrowe, CC South Africa/re:share, Karisma Foundation, SPARC, CommonSphere, AusGOAL)
This project will develop, research, and produce a yearly “state-of-play” report on open policy around the world. The reports will document major open policy adoptions and updates tracked via the Policy Registry, and discuss future areas for intervention. The reports will leverage Open Policy Network members to collect and package an in depth (with useful graphs and analysis) report on the latest updates in open policy around the world covering: education (OER), research (OA), and open data. This report will be a way of measuring nations, provinces/states, and institutions commitments to open policy; and a tool to recruit new open policy advocates and generate interest in governments, foundations, and other funders.
Open Government Partnership (SPARC)
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This project will examine the current state of the Open Government Partnership commitments and match member countries with relevant OER projects and individuals in country. Momentum for this idea is already building in a number of countries, including the United States, Slovakia, South Africa, Tunisia, and Sierra Leone, and Romania. The initiative will work to include OER and open policy in updated Open Government Partnership plans through education and outreach.
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 »
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
Over the last year we’ve been working on developing two new projects: the Open Policy Network and the Institute for Open Leadership. Both of these initiatives arise out of a direct identified need from the Creative Commons community. Let’s explain a bit more about each of these projects.
Over the last several years, Creative Commons and related organizations have been contacted by multiple institutions and governments seeking assistance on how to implement open licensing and develop materials and strategies for open policies. By “open policies” we mean policies whereby publicly funded resources are developed and released as openly licensed resources. The $2 billion Department of Labor TAACCCT grant program would be considered an open policy. There is a pressing need to provide support to policymakers so they can successfully create, adopt, and implement open policies. And CC affiliates from around the world have asked for an informational hub where open policies could be shared and discussed.
The open community needs access to existing open policies, legislation, and action plans for how open policies were created, discussed and passed. Advocates need to know what barriers were encountered and how they were overcome, and because politics and opportunities are local, open advocates may need support customizing an open policy solution and strategy. This is why we need the Open Policy Network (OPN).
The mission of the Open Policy Network is to foster the creation, adoption and implementation of open policies and practices that advance the public good by supporting advocates, organizations, and policy makers with information and expertise, and connecting policy opportunities with those who can provide assistance.
Description of activities
The OPN supports the creation, adoption, and implementation of open policies around the world. We will engage in the following activities:
- Connect policy makers and other interested parties to expert open policy advocates and organizations who are able to provide assistance and support when open policy opportunities arise.
- Identify and build new open policy resources and/or services only where capacity and expertise does not currently exist, by providing needed resources, information, and advice.
- Provide a baseline level of assistance for open policy opportunities as they arise, to ensure no open policy opportunity goes unfulfilled.
- Link to, catalog and curate existing and new open policies and open policy resources from around the world.
- Connect open policy advocates and organizations on a listserv and monthly phone conference to maximize knowledge transfer and cooperation.
- Build new constituencies and advocates in support of open policies.
- Operate in a manner respectful of member organizations’ existing messaging, communities, and business models.
- Release all content produced under the project under CC BY and data under CC0, in a fully transparent manner on the project website.
- The adoption of open policies can maximize the return on public investments and promote a global commons of resources for innovative reuse.
- Publicly funded resources should be openly licensed resources.
- Open policies should require, as a default, licenses compliant with the Open Definition, with a preference for open licenses that at most require attribution to the author (such as CC BY) for publicly funded content and no rights reserved (such as CC0) for publicly funded data. We recognize that there may be limited exceptions to the default.
- The OPN is a open network free for anyone to join as long as they agree to contribute and abide by the mission and guiding principles.
- The OPN work is aligned with the recommendations of existing initiatives such as the Budapest Open Access Initiative, Paris Open Educational Resources Declaration, Cape Town Declaration, Panton Principles, and the Washington Declaration on Intellectual Property and the Public Interest.
Join this project!
For the time being, the Open Policy Network is being led by Creative Commons, but we envision that the coordination of the Network can be transferred to another group after some time. We are looking for interested individuals and groups to join the network, and we’ll begin monthly organizing conference calls soon. You can sign up to the Google group now.
The Open Policy Network is committed to facilitating adoption of open policies around the world by improving access to resources and expertise for advocates of open policies. Creative Commons will begin to host an Institute for Open Leadership (IOL) to train new leaders in education, science, and public policy fields on the values and implementation of openness in licensing, policies, and practices. The Institute will be a tangible project under the umbrella of the OPN.
The Institute for Open Leadership will select twenty applicants per year–through a competitive application process–to participate in an intensive weeklong training session with leading experts in open fields. Each participant will develop an outcomes-based plan for a capstone open project, and report on progress within one year. Through training and the project period, participants will develop the skills, relationships, and motivation to become leaders for openness in their institutions and fields. The Institute complements and strengthens the OPN’s mission, and generates open policy projects by training a new corps of leaders ready to inculcate open policies and practices in their institutions and across their professional communities. We will initially run two cohorts of the Institute (2 years), though the goal is to make the Institute an annual event.
Problem meant to solve
There is significant and growing demand for leaders to support open initiatives in educational, cultural, and scientific institutions, as well as governmental agencies. At the organizational level, our capacity to meet this demand is limited. Yet we believe that there is strong potential to transfer and scale leadership experience to new champions for openness, and to systematically cultivate a broad network of leaders to meet the increasing demand. There is also significant interest among discretionary institutional funding programs (such as publicly funded national and state/provincial grants) to learn about and adopt CC licenses. A new and broader group of leaders could address this interest by reaching and educating institutions and professional communities about copyright and the benefits of open licensing and open policies.
As open movements approach mainstream status, there is a vastly increased need for more leaders who share the values of open licensing, the understanding of openness best practices (e.g. open technical formats, modular design, and accessibility standards), and the desire to guide some portion of this ecosystem. The IOL will relieve the strain on existing leaders and resources by recruiting and training a new group of experts who can meet the demand for expertise on open licensing, pursue new opportunities for publishing and using open content, and directly influencing policy decisions in institutions and across fields of work.
Application and selection process
Creative Commons will solicit applications from interested persons around the world to participate in the Institute. We will select a maximum of twenty participants each year for two years. We plan to target persons who are mid-level managers and/or potential leaders who are not currently involved in the open movement, but who are moving toward leadership positions in their institutions or fields of work over the next 5-10 years. The selection criteria will include an evaluation of which candidates the committee estimates will have the highest impact when they return to their home institution/government. All applicants will be required to propose a capstone open project they will complete after attending the IOL. These projects must be properly scoped and must contain a strong open policy component and contribute to increasing openness within their institution and field.
Once selected, participants will be required, prior to attending, to complete any two online School of Open courses (e.g., copyright and open licensing, open education, open science, etc.).
Immersive training period
The IOL will be held at an appropriate conference facility or university campus. All participants and instructors will stay in the same accommodations and spend the majority of time together, creating the potential for informal discussions and relationship building. Institute instructors will be drawn from the top experts/leaders in the fields of open access, open science, open educational resources, open culture, etc. Each day of the week-long workshop will feature a concentration on open licensing and policy in one of the fields and include time for participants to consult directly with the instructors on their own open project plans.
Capstone project work
By the end of the workshop week, participants will have polished and expanded their proposed capstone projects and have integrated open policy aspects more thoroughly based on their newly acquired expertise and the assistance of the instructors. The point of the capstone project is for the participant to transform the concepts learned at the Institute into a practical, actionable, and sustainable initiative within his/her institution. Capstone open projects can take a variety of forms depending on the interests of the participant and the type of institution where the project will be implemented. Common features of a successful capstone open project will be to:
- Increase the amount of openly licensed materials in the commons;
- Increase awareness among colleagues or related stakeholders about the benefits of openness;
- Propose an open policy within the participants’ institution with an action plan to implement the open policy;
- Demonstrate measurable results and complete report after 12 months that analyzes project progress, challenges, and sustainability.
An example of a successful capstone open project might be a librarian at a university that is able to foster an open access policy at their institution whereby university faculty agree to contribute publicly funded research into the university repository under open licenses.
In addition to the written reports (shared under CC BY 4.0), there will also be a webinar scheduled 12 months after the Institute to share the outcomes of each participant’s project. All webinars will continue fostering the development of a new open leadership cohort.
Update June 2014: There’s a new timeline for the Institute for Open Leadership.
- March-May 2014: Cohort #1 application period
- July 2014: Cohort #1 week-long institute
- November 2014-January 2015: Cohort #2 application period
- March 2015: Cohort #2 week-long institute
- July 2015: Cohort #1 12-month follow up webinar & open projects completed
- March 2016: Cohort #2 12-month follow up webinar & open projects completed
We’re excited to get these two exciting initiatives up and running, and we look forward to working with many individuals and organizations to make them a success. Many thanks to the William and Flora Hewlett Foundation and the Open Society Foundations for funds to kickstart these projects!Comments Off on Policy Projects at CC: Open Policy Network and Institute for Open Leadership