Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

OER and Public Policy:
Overview &
Opportunities
...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

SPARC®, the Scholarly Publishing and
Academic Re...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

VOCABULARY

Open Educational Resources Program

...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Policy
Rules, protocols or principles to guide
d...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Forum
The system in which a policy operates
• Fe...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Decision Maker
Entity that creates or implements...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Stakeholders
Entities that are affected by a pol...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

TYPES OF OER
POLICY
Open Educational Resources P...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Resource Allocation
Devote funding or other reso...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Poland K-12 Textbooks
(2012)

Open Educational R...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Dept. of Labor TAACCCT
(2011)

Open Educational ...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

CA Open Textbook Bills
(2012)
Open source textbo...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Licensing
Inject open licensing into existing
sy...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

WA Grant Policy (2010)

Open Educational Resourc...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

CA Grant Policy (2013)

Open Educational Resourc...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Inducement
Acknowledge, support, and call for
ac...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

FHDA Policy (2004)

Open Educational Resources P...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

ND Resolutions (2013)

Open Educational Resource...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

UMN Grad Student
Resolution

Open Educational Re...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Remove Barriers
Neutralize policies that interfe...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Policy Barriers
• Contracts designating the camp...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Policy Barriers
(added during discussion)
• Dela...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Useful Resource:
http://wiki.creativecommons.or
...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

OER ADVOCACY

Open Educational Resources Program...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

1. Present OER as a
solution
OER policy is not a...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Problems OER Solves
• Textbook affordability
• I...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

2. Work with
stakeholders
Know who the policy wi...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Key Stakeholders
•
•
•
•
•

Faculty (as Authors ...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

3. Keep things simple
Remember, most people don’...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Sample Message
OER are free, online academic mat...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Jargon to Avoid
• OER: say “open educational res...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

OPPORTUNITIES

Open Educational Resources Progra...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

More federal/state
grants conditioned on
CCBY li...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

States pooling
resources and
collaborating to
de...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Institutional licensing
policies and/or
reportin...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Policy in the “Other”
Opens

Open Educational Re...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

FASTR Act (introduced
2013)

Open Educational Re...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

White House Directive
(2013)

Open Educational R...
Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Nicole Allen
nicole@sparc.arl.org
@txtbks
Sign u...
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OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

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  • ----- Meeting Notes (11/7/13 11:40) -----Richard: Financial aid fraud.Domi: Pell grants surviving Tenure and promotionLack of policy
  • OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

    1. 1. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org OER and Public Policy: Overview & Opportunities Nicole Allen OER Program Director, SPARC Open Education Conference November 7, 2013 Park City, UT Open Educational Resources Program nicole@sparc.arl.org
    2. 2. Scholarly Publishing and Academic Resources Coalition www.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. Open Educational Resources Program nicole@sparc.arl.org
    3. 3. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org VOCABULARY Open Educational Resources Program nicole@sparc.arl.org
    4. 4. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Policy Rules, protocols or principles to guide decision-making and action • Laws • Regulations • Priorities • Codes Open Educational Resources Program nicole@sparc.arl.org
    5. 5. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Forum The system in which a policy operates • Federal • State Open Educational Resources Program • Institutional • Corporate nicole@sparc.arl.org
    6. 6. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Decision Maker Entity that creates or implements a policy • Legislators • President • Board of Open Educational Resources Program directors nicole@sparc.arl.org
    7. 7. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Stakeholders Entities that are affected by a policy • • • Faculty Students Colleges Open Educational Resources Program • • Publishers Bookstores nicole@sparc.arl.org
    8. 8. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org TYPES OF OER POLICY Open Educational Resources Program nicole@sparc.arl.org
    9. 9. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Resource Allocation Devote funding or other resources to the creation or adoption of OER Open Educational Resources Program nicole@sparc.arl.org
    10. 10. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Poland K-12 Textbooks (2012) Open Educational Resources Program nicole@sparc.arl.org
    11. 11. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Dept. of Labor TAACCCT (2011) Open Educational Resources Program nicole@sparc.arl.org
    12. 12. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org CA Open Textbook Bills (2012) Open source textbook bill passes state Legislature Open Educational Resources Program nicole@sparc.arl.org
    13. 13. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Licensing Inject open licensing into existing systems that produce educational materials Open Educational Resources Program nicole@sparc.arl.org
    14. 14. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org WA Grant Policy (2010) Open Educational Resources Program nicole@sparc.arl.org
    15. 15. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org CA Grant Policy (2013) Open Educational Resources Program nicole@sparc.arl.org
    16. 16. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Inducement Acknowledge, support, and call for activities that foster engagement with OER Open Educational Resources Program nicole@sparc.arl.org
    17. 17. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org FHDA Policy (2004) Open Educational Resources Program nicole@sparc.arl.org
    18. 18. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org ND Resolutions (2013) Open Educational Resources Program nicole@sparc.arl.org
    19. 19. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org UMN Grad Student Resolution Open Educational Resources Program nicole@sparc.arl.org
    20. 20. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Remove Barriers Neutralize policies that interfere with the creation or adoption of OER Open Educational Resources Program nicole@sparc.arl.org
    21. 21. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Policy Barriers • Contracts designating the campus bookstore as the sole provider of digital textbooks • Procurement laws meant to prevent bribery that prohibit the use of “free” resources • Others? Open Educational Resources Program nicole@sparc.arl.org
    22. 22. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Policy Barriers (added during discussion) • Delays in students receiving financial aid to purchase textbooks • Tenure and promotion policies often do not recognize OER • Lack of policies in areas like licensing that lead to confusion Open Educational Resources Program nicole@sparc.arl.org
    23. 23. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Useful Resource: http://wiki.creativecommons.or g/OER_Policy_Registry Open Educational Resources Program nicole@sparc.arl.org
    24. 24. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org OER ADVOCACY Open Educational Resources Program nicole@sparc.arl.org
    25. 25. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org 1. Present OER as a solution OER policy is not an end in itself. It must be a solution to a problem. Open Educational Resources Program nicole@sparc.arl.org
    26. 26. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Problems OER Solves • Textbook affordability • Improved teaching & learning • Economy/career preparedness Open Educational Resources Program nicole@sparc.arl.org
    27. 27. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org 2. Work with stakeholders Know who the policy will affect and reach out in advance. Policies are more successful with broad support. Open Educational Resources Program nicole@sparc.arl.org
    28. 28. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Key Stakeholders • • • • • Faculty (as Authors and Teachers) Students Colleges Bookstores (often influence colleges) Publishers Open Educational Resources Program nicole@sparc.arl.org
    29. 29. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org 3. Keep things simple Remember, most people don’t know what OER or open licenses are. Open Educational Resources Program nicole@sparc.arl.org
    30. 30. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Sample Message OER are free, online academic materials – textbooks, research articles, study guides, videos, and the like – that are openly licensed for everyone to use. Students can download and print OER, and professors can tailor and share them. With OER, students have access to the high-quality materials they need to complete their college education – at a fraction of the cost of traditional textbooks and educational materials. Open Educational Resources Program nicole@sparc.arl.org
    31. 31. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Jargon to Avoid • OER: say “open educational resources” • CCBY: say a “the most open license” and explain what Creative Commons is • Derivative: use “adaptation” or “custom version,” or provide more context Open Educational Resources Program nicole@sparc.arl.org
    32. 32. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org OPPORTUNITIES Open Educational Resources Program nicole@sparc.arl.org
    33. 33. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org More federal/state grants conditioned on CCBY license Open Educational Resources Program nicole@sparc.arl.org
    34. 34. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org States pooling resources and collaborating to develop more open textbooks Open Educational Resources Program nicole@sparc.arl.org
    35. 35. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Institutional licensing policies and/or reporting requirements Open Educational Resources Program nicole@sparc.arl.org
    36. 36. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Policy in the “Other” Opens Open Educational Resources Program nicole@sparc.arl.org
    37. 37. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org FASTR Act (introduced 2013) Open Educational Resources Program nicole@sparc.arl.org
    38. 38. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org White House Directive (2013) Open Educational Resources Program nicole@sparc.arl.org
    39. 39. Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Nicole Allen nicole@sparc.arl.org @txtbks Sign up for more info: http://sparc.arl.org/issues/o er/join Open Educational Resources Program nicole@sparc.arl.org

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