Open Sharing, Global Benefits April 17, 2008 Terri Bays How to Start and Run an OCW Project Director, Notre Dame OCW At Your Institution Program Manager, OCW Consortium

170+ OCWC Institutions Over 6,000 OCW Courses Online ~2,000,000 visitors/month

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

Making the OCW Case at Your Institution University Culture Scope of the Project Benefits to Faculty, Students, Learners, University Existing Processes Pain Points

University Culture

Scope of the Project

Benefits to Faculty, Students, Learners, University

Existing Processes

Pain Points

University Culture Mission alignment MIT: Best serve nation and world JHSPH: Improve global public health Utah State: Land grant institution Notre Dame: Catholic social mission Michigan State: World-grant mission

Mission alignment

MIT: Best serve nation and world

JHSPH: Improve global public health

Utah State: Land grant institution

Notre Dame: Catholic social mission

Michigan State: World-grant mission

Scope of Project Institution-wide Departmental Showcase Other models

Institution-wide

Departmental

Showcase

Other models

Benefits to Faculty, Students, Learners, University Lifelong learning Prospective students, current students, alumni A catalyst for academic improvement Collaboration; organization; use of technology A tool for resource development and international engagement Fundraising; faculty, department reputation; global collaboration

Lifelong learning

Prospective students, current students, alumni

A catalyst for academic improvement

Collaboration; organization; use of technology

A tool for resource development and international engagement

Fundraising; faculty, department reputation; global collaboration

Existing Processes Educational materials “lifecycle” IP management Faculty support teams Research and communication

Educational materials “lifecycle”

IP management

Faculty support teams

Research and communication

Pain Points Stakeholder buy-in Faculty time Materials ownership Scarce resources

Stakeholder buy-in

Faculty time

Materials ownership

Scarce resources

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

Structuring your OCW Team —Considerations Size and Structure of Institution Institutional Culture Flow of OCW Support Existing E-learning Resources Financial Resources Financial Sustainability Project Goals Work Flow

Size and Structure of Institution

Institutional Culture

Flow of OCW Support

Existing E-learning Resources

Financial Resources

Financial Sustainability

Project Goals

Work Flow

Structuring your OCW Team —Sustainability Cost-Benefit Models Reduce costs Increase benefits Third-Party Funding Models Foundations, Government Sponsorships Donations Endowment Value-Added Models Fees for goods and services Membership

Cost-Benefit Models

Reduce costs

Increase benefits

Third-Party Funding Models

Foundations, Government

Sponsorships

Donations

Endowment

Value-Added Models

Fees for goods and services

Membership

Examples —Considerations at Notre Dame Project Support from Provost’s Office, Faculty Tension between Graduate and Undergraduate Needs Minimal Distance Education in Institution In-Project Planning rather than Top-Down Direction Start with Grant, Need to Develop Grass-Roots Support Goal Not to Publish Everything, but to Showcase Strengths Flexible Work Flow

Project Support from Provost’s Office, Faculty

Tension between Graduate and Undergraduate Needs

Minimal Distance Education in Institution

In-Project Planning rather than Top-Down Direction

Start with Grant, Need to Develop Grass-Roots Support

Goal Not to Publish Everything, but to Showcase Strengths

Flexible Work Flow

Examples —OCW Structure at Notre Dame Project Director Hosted by Center for Teaching and Learning Strategic Recruitment of Faculty Training and Supervision of Course Production Assistants Resolution of Intellectual Property issues Technical Oversight of Project Outreach, Assessment and Development Efforts Coordination with other parts of the Campus Community Communication with Consortium and Broader OER Community. A Variety of Campus Professionals Intellectual Property Consultation with General Counsel’s Office Assessment via Office of Institutional Research University Librarians, Museum Curators, etc.

Project Director Hosted by Center for Teaching and Learning

Strategic Recruitment of Faculty

Training and Supervision of Course Production Assistants

Resolution of Intellectual Property issues

Technical Oversight of Project

Outreach, Assessment and Development Efforts

Coordination with other parts of the Campus Community

Communication with Consortium and Broader OER Community.

A Variety of Campus Professionals

Intellectual Property Consultation with General Counsel’s Office

Assessment via Office of Institutional Research

University Librarians, Museum Curators, etc.

Examples —OCW Structure at Notre Dame Course Production Assistant (at Notre Dame this is usually a Graduate Student in the relevant discipline) No html skills necessary Focus on familiarity with the discipline, so as to best adapt/develop the strengths of the course to suit the online environment Basic intellectual property management Undergraduate Student Workers Routine clerical work (e.g., metadata entry) Photography, Videography Some coding and/or design work (e.g. flash module) Intellectual Property Training by Reference Librarian Work Flow sometimes too flexible, requires close monitoring

Course Production Assistant (at Notre Dame this is usually a Graduate Student in the relevant discipline)

No html skills necessary

Focus on familiarity with the discipline, so as to best adapt/develop the strengths of the course to suit the online environment

Basic intellectual property management

Undergraduate Student Workers

Routine clerical work (e.g., metadata entry)

Photography, Videography

Some coding and/or design work (e.g. flash module)

Intellectual Property Training by Reference Librarian

Work Flow sometimes too flexible, requires close monitoring

Examples —Considerations at Michigan State Faculty driven Provost and Administrative support Enhance value of online programs No/low-cost, decentralized solution required Strategic approach using the MSU Global product suite model:

Faculty driven

Provost and Administrative support

Enhance value of online programs

No/low-cost, decentralized solution required

Strategic approach using the MSU Global product suite model:

Examples —OCW Structure at Michigan State Facilitators MSU Global Libraries Computing and Technology Office of Intellectual Property Internal Advisory Group Faculty Program Leaders Faculty Development Office University Relations Stakeholders

Facilitators

MSU Global

Libraries Computing and Technology

Office of Intellectual Property

Internal Advisory Group

Faculty

Program Leaders

Faculty Development Office

University Relations

Stakeholders

Examples —OCW Structure at Michigan State Make existing LMS materials open and findable LCT Virtual University Design and Technology support faculty to enable their ANGEL courses to be open MSU Global staff make non-credit program content available MSU Global staff maintain a catalog of OCW Make existing web materials open and findable License, tag and catalog existing material Find solutions to co-create content Wikieducator wikieducator.org/International_Finance Wikiversity en.wikiversity.org/wiki/Trade_Finance

Make existing LMS materials open and findable

LCT Virtual University Design and Technology support faculty to enable their ANGEL courses to be open

MSU Global staff make non-credit program content available

MSU Global staff maintain a catalog of OCW

Make existing web materials open and findable

License, tag and catalog existing material

Find solutions to co-create content

Wikieducator wikieducator.org/International_Finance

Wikiversity en.wikiversity.org/wiki/Trade_Finance

Examples —Considerations at MIT Initial commitment First-mover funding advantage Must succeed Minimal faculty impact essential Heterogeneous technology environment

Initial commitment

First-mover funding advantage

Must succeed

Minimal faculty impact essential

Heterogeneous technology environment

Examples —OCW Structure at MIT Reports to provost Big central organization Outsourced data entry Staff imbedded within departments High touch, high-quality process

Reports to provost

Big central organization

Outsourced data entry

Staff imbedded within departments

High touch, high-quality process

Structuring Your Own OCW Team —Considerations What is the Size and Structure of Your Institution? What Factors in Your Institutional Culture Might Contribute to OCW Production? In What Direction(s) does Your OCW Support Flow? What Are Your Existing E-learning Resources? What are Your Financial Resources Now? In the Future? What Kind of Work Flow is Feasible in Your Circumstances?

What is the Size and Structure of Your Institution?

What Factors in Your Institutional Culture Might Contribute to OCW Production?

In What Direction(s) does Your OCW Support Flow?

What Are Your Existing E-learning Resources?

What are Your Financial Resources Now? In the Future?

What Kind of Work Flow is Feasible in Your Circumstances?

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

Mixed economy Open source Learning Management System (LMS) Proprietary Learning Management System (LMS) Content Management Systems (CMS) Overview of OCW technologies

Mixed economy

Open source Learning Management System (LMS)

Proprietary Learning Management System (LMS)

Content Management Systems (CMS)

Interoperability and standards Audio/visual – an open approach? Web 2.0 - social networking, bookmarking, folksonomies, blogs, wikis Delivery – RSS, metadata, print Accessibility Overview of OCW technologies - formats

Interoperability and standards

Audio/visual – an open approach?

Web 2.0 - social networking, bookmarking, folksonomies, blogs, wikis

Delivery – RSS, metadata, print

Accessibility

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

Course Curriculum and Content Factors to consider Intellectual Property: is there enough publishable content to make a ‘good course’? Does it showcase our institution’s ‘speciality’? Does the course meet General Education needs? Quality of content Remove or replace 3 rd party copyrighted materials? What kinds of things would need to be localized? How enable re-use, re-mix and re-publish?

Factors to consider

Intellectual Property: is there enough publishable content to make a ‘good course’?

Does it showcase our institution’s ‘speciality’?

Does the course meet General Education needs?

Quality of content

Remove or replace 3 rd party copyrighted materials?

What kinds of things would need to be localized?

How enable re-use, re-mix and re-publish?

Curriculum and Content —Notre Dame Quality of Content Topical Coherence with Other Offerings Compatibility of Course Methodology Intellectual Property Appeal to Users, Especially Prospective Students and Alumni Potential for Improving On-Campus Teaching Potential for Expanding Range of Tools and Methods

Quality of Content

Topical Coherence with Other Offerings

Compatibility of Course Methodology

Intellectual Property

Appeal to Users, Especially Prospective Students and Alumni

Potential for Improving On-Campus Teaching

Potential for Expanding Range of Tools and Methods

Curriculum and Content —Michigan State Strategic Product Suite Decision MSU Quality MSU Brand Intended Use Intended Community

Strategic Product Suite Decision

MSU Quality

MSU Brand

Intended Use

Intended Community

Structured Learning Units Portion of entire course Intellectual property New vs archived materials Interest to partners—e.g. BBC Introductory level to postgraduate OCW curriculum and content - OpenLearn

Structured Learning Units

Portion of entire course

Intellectual property

New vs archived materials

Interest to partners—e.g. BBC

Introductory level to postgraduate

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

FREE ≠ OPEN ≠ LIBRE

Intellectual Property —Wiley’s 4R’s Reuse use the work verbatim, just exactly as you found it Rework alter or transform the work so that it better meets your needs Remix combine the (verbatim or altered) work with other works to better meet your needs Redistribute share the verbatim work, the reworked work, or the remixed work with others

Reuse

use the work verbatim, just exactly as you found it

Rework

alter or transform the work so that it better meets your needs

Remix

combine the (verbatim or altered) work with other works to better meet your needs

Redistribute

share the verbatim work, the reworked work, or the remixed work with others

Intellectual Property —Choices Attribution Commercial Share Alike How Usable? Re-use Re-work (derivative works) Re-mix (mixing licenses) Re-distribute (mixing licenses)

Attribution

Commercial

Share Alike

How Usable?

Re-use

Re-work (derivative works)

Re-mix (mixing licenses)

Re-distribute (mixing licenses)

Intellectual Property —The Basics IP Law varies from country to country, but it generally provides legal protection—over a stated period of time—for original works of authorship fixed in a tangible medium of expression. Both published and unpublished works usually are protected. IP Law generally reserves to the creator of a work the right to authorize who may: Create derivative works from the original work Distribute originals or copies of the work, or Publicly display or perform the work. Once the stated period of time is over, the work enters the “public domain.”

IP Law varies from country to country, but it generally provides legal protection—over a stated period of time—for original works of authorship fixed in a tangible medium of expression. Both published and unpublished works usually are protected.

IP Law generally reserves to the creator of a work the right to authorize who may:

Create derivative works from the original work

Distribute originals or copies of the work, or

Publicly display or perform the work.

Once the stated period of time is over, the work enters the “public domain.”

Intellectual Property —The Basics IP Law and OCW—Creative Commons License Attribution (Non-Commercial) Share-Alike Intellectual Property Rights must be determined before they can be shared Relative Values of Licensing Consistency and Content Richness Very Limited Fair Use Coverage—Murkiness of the Law

IP Law and OCW—Creative Commons License

Attribution

(Non-Commercial)

Share-Alike

Intellectual Property Rights must be determined before they can be shared

Relative Values of Licensing Consistency and Content Richness

Very Limited Fair Use Coverage—Murkiness of the Law

Intellectual Property —Getting to Know Your General Counsel Develop a License Request You Both Can Live With Determine Your Institution’s Attitude Toward IP Ownership of Faculty Course Materials Determine How Much IP Adventure Your Institution Can Bear Establish a Good Faith Relationship Understand that Fair Use Determinations Generally are Handled on a Case-By-Case Basis: Seek and Document Advice Before Embarking on a Fair Use Argument. The documentation establishes your “good-faith effort” not to infringe. (at least in the US) A License Request does not undermine a fair use argument

Develop a License Request You Both Can Live With

Determine Your Institution’s Attitude Toward IP Ownership of Faculty Course Materials

Determine How Much IP Adventure Your Institution Can Bear

Establish a Good Faith Relationship

Understand that Fair Use Determinations Generally are Handled on a Case-By-Case Basis:

Seek and Document Advice Before Embarking on a Fair Use Argument. The documentation establishes your “good-faith effort” not to infringe.

(at least in the US) A License Request does not undermine a fair use argument

Intellectual Property —Navigation Documentary Tools: Standard Object License Request Database and/or spreadsheet for tracking all objects and their status Other Licenses: Participant License for Instructors, Students Work-For-Hire License for OCW Employees Clear chain of responsibility for IP Management

Documentary Tools:

Standard Object License Request

Database and/or spreadsheet for tracking all objects and their status

Other Licenses:

Participant License for Instructors, Students

Work-For-Hire License for OCW Employees

Clear chain of responsibility for IP Management

Making the OCW Case at Your Institution Structuring Your OCW Team Technologies for OCW OCW Curriculum and Content Intellectual Property OCW Assessment Questions

Making the OCW Case at Your Institution

Structuring Your OCW Team

Technologies for OCW

OCW Curriculum and Content

Intellectual Property

OCW Assessment

Questions

Assessment —Evaluation and Communication Why evaluate? Business decision Funders and stakeholders Evaluation vs. research Communicating is essential

Why evaluate?

Business decision

Funders and stakeholders

Evaluation vs. research

Communicating is essential

Assessment —Evaluation and Communication—Considerations Whose buy-in is essential? How are you funded? What resources are available for evaluation and communication?

Whose buy-in is essential?

How are you funded?

What resources are available for evaluation and communication?

Assessment —Evaluation Develop a plan Keep it simple: Access, Use, Impact Hook into other evaluation on campus Make the effort for qualitative data Keep the resources on it

Develop a plan

Keep it simple: Access, Use, Impact

Hook into other evaluation on campus

Make the effort for qualitative data

Keep the resources on it

Assessment —Communication Identify key stakeholders Develop key communication documents Develop communications schedule Stories are important

Identify key stakeholders

Develop key communication documents

Develop communications schedule

Stories are important

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