Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
OER and Public Policy
Overview and Opportun...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
SPARC, the Scholarly Publishing and
Academi...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Launched in Summer 2009
Built around the St...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Link to full paper:
bit.ly/OERpolicypaper
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Outline
• Introduction
• Defining OER Polic...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
public policy
is about solving
public probl...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
How can policymakers
leverage #OER as a
sol...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Outline
• Introduction
• Defining OER Polic...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Open Educational Resources
(OER) are define...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
“OER policies are laws,
rules and courses o...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
OER Public Policy
Criteria for our definiti...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Policy Features
• Forum: the general system...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
“OER policy leverages #OER as a
solution to...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Our perspective
• As we’re based in Washing...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Outline
• Introduction
• Defining OER Polic...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Types of OER Policy
Based on our review of ...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
licensing policies
insert open licensing in...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
 
 
This  is  a  consolidated  version  of
...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
1,000+
Congressional advocacy visits
over t...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
resource policies
allocate resources direct...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
inducement policies
call for or incentivize...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
13.3025.01000
Sixty-third
Legislative Assem...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
framework policies
create pathways or
mitig...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Overlap of Policy Types
• Governments can h...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Outline
• Introduction
• Defining OER Polic...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Licensing Policies
• Most clear opportunity...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Resource Policies
• Can be challenging wher...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Inducement Policies
• Opportunity to levera...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Framework Policies
• Broadest category, bro...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Outline
• Introduction
• Defining OER Polic...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
Conclusions
• Public policy can leverage OE...
@txtbks @R2RCScholarly Publishing & Academic
Resources Coalition sparc.arl.org
OER and Public Policy
Overview and Opportun...
Upcoming SlideShare
Loading in …5
×

OER and Public Policy: Overview & Opportunities

1,075 views

Published on

Speaker(s): Nicole Allen and Nicholas Shockey

Published in: Education, Technology
  • Be the first to like this

OER and Public Policy: Overview & Opportunities

  1. 1. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org OER and Public Policy Overview and Opportunities 2014 OCWC Global Conference April 24, 2014 • Ljubljana, Slovenia Nicole Allen (@txtbks) Director of Open Education, SPARC Nick Shockey (@R2RC) Director of Programs & Engagement, SPARC Director, Right to Research Coalition
  2. 2. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org SPARC, the Scholarly Publishing and Academic Resources Coalition, is an international alliance of academic and research libraries working to create a more open system of scholarly communication. www.sparc.arl.org • @SPARC_NA
  3. 3. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Launched in Summer 2009 Built around the Student Statement on the Right to Research: access to research is a student right International alliance of 77 graduate & undergraduate student organizations, representing nearly 7 million students
  4. 4. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Link to full paper: bit.ly/OERpolicypaper
  5. 5. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Outline • Introduction • Defining OER Policy • Types of OER Policy • Opportunities • Conclusion
  6. 6. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org public policy is about solving public problems
  7. 7. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org How can policymakers leverage #OER as a solution to public problems?
  8. 8. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Outline • Introduction • Defining OER Policy • Types of OER Policy • Opportunities • Conclusion
  9. 9. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Open Educational Resources (OER) are defined as teaching, learning, & research resources that reside in the public domain or have been released under an intellectual property license that permits their free use or re- purposing by others. Free + Reuse Rights
  10. 10. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org “OER policies are laws, rules and courses of action that facilitate the creation, use or improvement of OER”
  11. 11. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org OER Public Policy Criteria for our definition of OER public policy: 1. Policy is formally adopted by a governmental entity 2. Policy directly relates to OER
  12. 12. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Policy Features • Forum: the general system or level of gov’t in which the policy operates. • Scope: the limits of the policy, incl. timeframe and to whom it applies. • Actor: the entity responsible for formally adopting a policy.
  13. 13. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org “OER policy leverages #OER as a solution to public problems” @r2rc @txtbks #ocwglobal Tweet-Sized Summary
  14. 14. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Our perspective • As we’re based in Washington D.C., we tend to be most familiar with North American policies • The OER community in North America tends to place more emphasis on textbooks and course materials than those elsewhere • We want to hear your perspective!
  15. 15. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Outline • Introduction • Defining OER Policy • Types of OER Policy • Opportunities • Conclusion
  16. 16. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Types of OER Policy Based on our review of OER policies, we identified four categories: 1. Licensing Policies 2. Resource Policies 3. Inducement Policies 4. Framework Policies
  17. 17. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org licensing policies insert open licensing into existing systems that create educational resources
  18. 18. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  19. 19. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  20. 20. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org     This  is  a  consolidated  version  of all  the  changes   that   occurred until  26/09/2011  . Address of  this legislation 52,681  DECREE OF  26  SEPTEMBER 2011 AVAILABLE  ON   COMPULSORY   LICENSING   OF   INTELLECTUAL  WORKS   PRODUCED  WITH EDUCATIONAL  OBJECTIVES,   TEACHING   AND  RELATED  WITHIN   THE  MUNICIPAL  PUBLIC EDUCATION  NETWORK. Gilberto  Kassab, mayor  of  São  Paulo, in  exercise of  the powers  conferred  upon  it by  law,  WHEREAS  the This  is  a  consolidated  version  of all  the  changes   that   occurred until  26/09/2011  . Address of  this legislation 52,681  DECREE OF  26  SEPTEMBER 2011 AVAILABLE  ON   COMPULSORY   LICENSING   OF   INTELLECTUAL  WORKS   PRODUCED  WITH EDUCATIONAL  OBJECTIVES,   TEACHING   AND  RELATED  WITHIN   THE  MUNICIPAL  PUBLIC EDUCATION  NETWORK. Gilberto  Kassab, mayor  of  São  Paulo, in  exercise of  the powers  conferred  upon  it by  law,  WHEREAS  the Municipal  Education  owns  the copyright on  the works  produced  by  it whose use by  third  parties,  provided that for  purposes  not business  depends  on  your  prior  written  authorization; CONSIDERING  the need  to regulate the municipal  level,  the dissemination  of  works  prepared  by  that Department, and  the conditions  of its  use and  reproduction  by  third  parties  as  a  measure of  public policy  that seeks  to  ensure discipline and democratic access  to  educational  and  pedagogical  content public nature,  hereby  decrees:  Article 1  The intellectual  works  produced  by  the Municipal  Department of  Education  for  use by  units  of  the municipal public schools, with  educational, pedagogical  and  related  objectives, such  as  books  and  instructional materials, curriculum guidelines  and  guidance manuals  for  the school  feeding  program should  be made  available on  the website that the Secretariat Portal  Municipality  of  São  Paulo  on  the Internet and  licensed  for free  use,  including   copying,  distribution   and   transmission,  subject  to   the  following   conditions:  I  -­­ preservation  of  the right of  attribution  to  the author, II -­­ non-­­commercial  purposes.  Sole Paragraph  -­­ The compulsory  license that is  the "caput"  of  this  article includes  the right to  create derivative works,  provided they  are licensed  under  the same license as  the original  work.   Art 2  Contracts  concluded  by  the
  21. 21. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  22. 22. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  23. 23. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org 1,000+ Congressional advocacy visits over the past 4.5 years
  24. 24. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  25. 25. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org resource policies allocate resources directly to support creation, use and improvement of OER
  26. 26. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  27. 27. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org inducement policies call for or incentivize actions to support OER
  28. 28. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  29. 29. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  30. 30. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org 13.3025.01000 Sixty-third Legislative Assembly of North Dakota Introduced by Representatives Beadle, Heilman, N. Johnson, Looysen, Sanford, Mock, Oversen Senator Flakoll A concurrent resolution urging the State Board of Higher Education and faculty members of North Dakota University System institutions to increase the use of open textbooks for academic courses in order to reduce the financial burden to higher education students. WHEREAS, a North Dakota University System student pays an estimated average of $1,100 per year for academic course textbooks; and WHEREAS, high textbook costs create a financial burden for students to attend a higher education institution which may limit student access to higher education; and WHEREAS, open textbooks are published under a license that enables students to obtain free or low-cost versions of electronic or printed academic textbooks; and WHEREAS, the use of open textbooks can significantly reduce higher education costs for students which increases student access to higher education; and WHEREAS, the use of open textbooks among all North Dakota University System institutions and other states' higher education systems for common core courses may result in efficiencies reducing state costs related to higher education; NOW, THEREFORE, BE IT RESOLVED BY THE HOUSE OF REPRESENTATIVES OF NORTH DAKOTA, THE SENATE CONCURRING THEREIN: That the Sixty-third Legislative Assembly urges the State Board of Higher Education and faculty members of North Dakota University System institutions to increase the use of open textbooks for academic courses in order to reduce the financial burden to higher education students; and BE IT FURTHER RESOLVED, that the Secretary of State forward copies of this resolution to each member of the State Board of Higher Education, to the Chancellor of the North Dakota University System, and to each North Dakota University System institution president. Page No. 1 13.3025.01000 HOUSE CONCURRENT RESOLUTION NO. 3013 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
  31. 31. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org framework policies create pathways or mitigate barriers for action to support OER
  32. 32. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  33. 33. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org
  34. 34. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Overlap of Policy Types • Governments can have overlapping OER policies that span multiple categories & interoperate • Example: MoU between Canadian provinces is a framework policy, but the individual province’s policy to support the creation of OER would be a resource policy.
  35. 35. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Outline • Introduction • Defining OER Policy • Types of OER Policy • Opportunities • Conclusion
  36. 36. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Licensing Policies • Most clear opportunity – uses existing systems to generate OER • All governments fund educational resources at some level, so can adopt licensing policies • Opportunity to extend beyond education into research, data, etc. • Capitalize on momentum for policies on Open Access and Open Data
  37. 37. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Resource Policies • Can be challenging where funding is scarce, but can be strategic: • Opportunity to pool resources to develop OER everyone can use • Provide funding to fuel sustainable business models • Support adoption (equally impt.)
  38. 38. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Inducement Policies • Opportunity to leverage existing resources or authority • Can be low-overhead way to advance OER, as a first step • Particular opportunity around performance-based funding
  39. 39. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Framework Policies • Broadest category, broadest opportunity • Frameworks for collaboration between countries for maximum benefit • Remove barriers or change existing structures like tenure & promotion
  40. 40. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Outline • Introduction • Defining OER Policy • Types of OER Policy • Opportunities • Conclusion
  41. 41. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org Conclusions • Public policy can leverage OER as a solution in a wide variety of ways • Policy changes can advance OER as a solution • Actions and opportunities exist at all levels of government • Advocates should choose the type or types of policies to pursue strategically
  42. 42. @txtbks @R2RCScholarly Publishing & Academic Resources Coalition sparc.arl.org OER and Public Policy Overview and Opportunities 2014 OCWC Global Conference April 24, 2014 • Ljubljana, Slovenia Nicole Allen (@txtbks) Director of Open Education, SPARC Nick Shockey (@R2RC) Director of Programs & Engagement, SPARC Director, Right to Research Coalition

×