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You have questions about how to open your content. Open.Michigan has solutions to help you share your materials openly and connect yourself to a global learning community.
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Beyond Open Access: OER
/ open access week workshop/ march 2009
< Open.Michigan >< U-M Libraries >
Except where otherwise noted, this work is available under a Creative Commons Attribution 3.0 License. Copyright © 2009 The Regents of the University of Michigan
Tuesday, March 31, 2009
We help content creators maximize the return on digital resources by helping make these resources free and open for use and reuse by people worldwide.
Open.Michigan
Tuesday, March 31, 2009
the deliverable: a perfect score in copyright jeopardy
• explore the concept of Open Educational Resources (OER) and its potential contribution to the University of Michigan and other communities of sharing
• understand the challenges of producing OER and get a glimpse of the process of developing openly licensed resources
• sort through copyright and open licensing issues
• learn how you can begin to effectively create OER
Workshop objectives. together.
Tuesday, March 31, 2009
the end
current landscapelife cyclechallengesthe beginning
Tuesday, March 31, 2009
Mark Shandro - http://www.flickr.com/photos/mshandro/http://creativecommons.org/licenses/by-nc/2.0/deed.en
Begin at the end.
Tuesday, March 31, 2009
toward a culture of “OPEN-ness”:
• a culture using creative materials for a variety of purposes: art, music, education, etc.
• holistic view--how we get there is important
• defining the 21st century education landscape
Where does this all lead?
Tuesday, March 31, 2009
• faculty & students using and creating openly licensed educational media
• institutions supporting open access journals and textbooks
• developers building openly licensed software tools on open source platforms
• all parties participating in innovative teaching and learning exercises
How do we get there?
Tuesday, March 31, 2009
Public Domain: Michael Reschkehttp://commons.wikimedia.org/wiki/File:OERlogo.svg
Tuesday, March 31, 2009
What are the main features of OER?
“...educational materials and resources offered freely and openly for anyone to use and under some license to re-mix, improve and redistribute.”
• the content (courses & learning assets)
• the delivery (electronic & print media)
• the use and reuse (copyright licensing)
Tuesday, March 31, 2009
What are the institutional goals for OER?
• share and make teaching and learning resources easier to reuse for your community and for people everywhere
• increase collaboration across institutions and disciplines through sharing educational content, courses, and curricula
• support the mission of the university
Tuesday, March 31, 2009
• you
• students
• faculty
• alumni
• partner universities
• outside universities
OER can benefit all these groups simultaneously
Who benefits from OER production?
• classmates
• friends
• family
• self-learners
• public knowledge centers
Tuesday, March 31, 2009
• recognition :: faculty showcase work and connect with other researchers
• participatory learning :: students participate in helping with publishing, content creation
• curriculum development :: faculty and institutions increase curriculum collaboration with outside universities by opening and sharing resources
• transparency :: staff have a more transparent view of university efforts and materials, which allows them to participate in the education process and better assist faculty research and instruction
A few specific benefits.
Tuesday, March 31, 2009
What do we mean by open?
“...educational materials and resources offered freely and openly for anyone to use and under some license to re-mix, improve and redistribute.”
• free, as in no fees, does not mean open
• open access does not mean openly licensed
Tuesday, March 31, 2009
Important differences
“wait a second... this is open access week! you can’t tell us we’re not open! go home!”
okay, but we’re going beyond open access - we’re going beyond open use and onto re:use and re:mix and re:distribution and re:re:re:re::::::
Tuesday, March 31, 2009
http://creativecommons.org/license/
Open licensing: Creative Commons
Tuesday, March 31, 2009
http://creativecommons.org/license/
Creative Commons: license conditions
BY :: Attribution
You let others copy, distribute, display, and perform your copyrighted work — and derivative works based upon it — but only if they give credit the way you request.
Tuesday, March 31, 2009
http://creativecommons.org/license/
Creative Commons: license conditions
SA :: Share Alike
You allow others to distribute derivative works only under a license identical to the license that governs your work.
Tuesday, March 31, 2009
http://creativecommons.org/license/
Creative Commons: license conditions
NC :: Noncommercial
You let others copy, distribute, display, and perform your work — and derivative works based upon it — but for noncommercial purposes only.
Tuesday, March 31, 2009
http://creativecommons.org/license/
Creative Commons: license conditions
ND :: No derivatives
You let others copy, distribute, display, and perform only verbatim copies of your work, not derivative works based upon it.
Tuesday, March 31, 2009
http://creativecommons.org/license/
Creative Commons: licenses
Tuesday, March 31, 2009
http://creativecommons.org/license/
Public Domain
All Rights Reserved
Some rights reserved: a spectrum.
least restrictive most restrictive
Tuesday, March 31, 2009
A couple of important distinctions
Tuesday, March 31, 2009
The difference between OA and OER.
OA: Open AccessOER: Open Educational Resources
• OA focuses on sharing content, but no underlying licensing requirement
• OER includes any educational content that is shared under an open license (nix ND)
• OER and OA are friends
Tuesday, March 31, 2009
OA // OER - buddies
OA
OERopenly licensed educational content
free, permanent, full-text, online
access to scientific and
scholarly works
Tuesday, March 31, 2009
The difference between OCW and OER.
OCW: Open CourseWareOER: Open Educational Resources
• OCW focuses on sharing open content that is developed specifically to instruct a course (locally taught)
• OER includes any educational content that is shared under an open license, whether or not it is a part of a course
• OCW is a subset of OERTuesday, March 31, 2009
OCW // OER - overlap
OER
OCWsyllabi, lecture notes, presentation slides, assignments, lecture videos - all related to a course
OCW, single images, general
campus lectures, image collections,
singular learning modules, paper
or article
Tuesday, March 31, 2009
OER and eLearning: a relationship.
OER• may exist in electronic or paper form• may not contain enough context to be
“instructional”• are always licensed for reuse, redistribution,
and re-mixing
eLearning resources• exist only in electronic form• are generally designed to be instructional• may not always be licensed for open use
Tuesday, March 31, 2009
eLearning // OER - intersection
OER
eLearning
intersection represents open, electronic, instructional resources
Tuesday, March 31, 2009
the end
current landscape
life cyclechallengesthe beginning
Tuesday, March 31, 2009
http://ocw.mit.edu/Tuesday, March 31, 2009
source: The New York Times
source: MIT
Tuesday, March 31, 2009
Tuesday, March 31, 2009
Tuesday, March 31, 2009
Recent Developments
source: OCW Consortium
Tuesday, March 31, 2009
http://ocwconsortium.org/Tuesday, March 31, 2009
http://open.umich.edu/Tuesday, March 31, 2009
http://creativecommons.org/Tuesday, March 31, 2009
http://learn.creativecommons.org/Tuesday, March 31, 2009
http://sciencecommons.org/Tuesday, March 31, 2009
the endcurrent landscape
life cycle
challengesthe beginning
Tuesday, March 31, 2009
The OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
Tuesday, March 31, 2009
The OER life cycle.
Authoring
creating resources
designing learning experiences
granting permission - licensing
Tuesday, March 31, 2009
The OER life cycle.
Clearing
dealing with policy issues
tracking content use
attaching metadata
Tuesday, March 31, 2009
The OER life cycle.
Editing
editing and formatting the resource
converting the resource to various distribution media
Tuesday, March 31, 2009
The OER life cycle.
distributing the resource
adding value to the resource (creative uses of metadata, search, online communities, etc.)
Tuesday, March 31, 2009
The OER life cycle.
distributing the resource
adding value to the resource (creative uses of metadata, search, online communities, etc.)
Publishing
Tuesday, March 31, 2009
The OER life cycle.
Archiving
refreshing/retiring resources
preserving past resources
maintaining access to past resources
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
various techniques & tools
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
various techniques & tools
OERca software
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
various techniques & tools
OERca software
authoring tools
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
various techniques & tools
OERca software
authoring tools
Open.Michigan & eduCommons
Tuesday, March 31, 2009
U-M OER life cycle.
Authoring
Clearing
Editing
Archiving
Publishing
various techniques & tools
OERca software
authoring tools
Open.Michigan & eduCommons
DSpace (?)
Tuesday, March 31, 2009
Publishing U-M OER.
http://michigan.educommons.net/
http://open.umich.edu/
Tuesday, March 31, 2009
Publishing U-M OER.
Tuesday, March 31, 2009
Publishing U-M OER.
Tuesday, March 31, 2009
Publishing U-M OER.
Tuesday, March 31, 2009
Publishing U-M OER.
Tuesday, March 31, 2009
Publishing U-M OER.
Tuesday, March 31, 2009
convertpeople OERcurriculum materials
c
into
Producing OER.
Who are these people?
Tuesday, March 31, 2009
• cost• access to faculty• scale• refresh rate
How it’s being done, elsewhere.
Traditional OCW/OER publication model
• Staff Centric• Retroactive
Challenges
Tuesday, March 31, 2009
how else can we do this?
Tuesday, March 31, 2009
dScribe
Tuesday, March 31, 2009
goals:• scalable• sustainable• participatory
approach:• automate and simplify a complex process• leverage capacity of institutional technologies
and talents
dScribe publishing model
Tuesday, March 31, 2009
Tuesday, March 31, 2009
Motivatedstudents...
Tuesday, March 31, 2009
Motivatedstudents...
collaborate with faculty...
Tuesday, March 31, 2009
and a team of U-M OER specialists...
Motivatedstudents...
collaborate with faculty...
Tuesday, March 31, 2009
and a team of U-M OER specialists...
Motivatedstudents...
collaborate with faculty...
to gather, review, edit, and publish
course materials...
Tuesday, March 31, 2009
and a team of U-M OER specialists...
for use by students, educators and self-learners...
Motivatedstudents...
collaborate with faculty...
to gather, review, edit, and publish
course materials...
Tuesday, March 31, 2009
and a team of U-M OER specialists...
for use by students, educators and self-learners...
Motivatedstudents...
collaborate with faculty...
to gather, review, edit, and publish
course materials...
worldwide.Tuesday, March 31, 2009
do-it-yourself, digital, distributed
motivated students or individuals who:• organize, clear, tag course materials• are familiar with technology and software• learn about intellectual property & copyright• engage with content in new ways
“dScribes”
Tuesday, March 31, 2009
dScribe Publishing Process
roles
dScribe2
dScribe
instructor
faculty transfers course material to dScribe
dScribe attends training course led
by dScribe2
dScribe identifies & documents
potential IP issues
Class #1 Agenda:
OER team reviews & clears IP issues
clear IP
BY: Garin Fons, Pieter Kleymeer characters by Ryan Junell
dScribe makes necessary edits to course material
Class #1 Agenda:
faculty reviews material: publish to U-M OER site
Class #1 Agenda:
publish to OER
site
faculty & dScribe2 connect: license material as OER
faculty & dScribe2 recruit dScribe
Tuesday, March 31, 2009
dScribe cast of characters
dScribe Faculty dScribe2
Tuesday, March 31, 2009
license material
Tuesday, March 31, 2009
license material
That’s easy!
Tuesday, March 31, 2009
Class #1 Agenda:find dScribe for this course
select a dScribe
Tuesday, March 31, 2009
Class #1 Agenda:find dScribe for this course
I’ll do it!
select a dScribe
Tuesday, March 31, 2009
dScribe training course
Tuesday, March 31, 2009
copyright
open resources
dScribe training course
fun!
decision trees
Tuesday, March 31, 2009
transfer material
Class #1 Agenda:
Tuesday, March 31, 2009
transfer material
Class #1 Agenda:
Tuesday, March 31, 2009
Class #1 Agenda:
find dScribe for open.michiganClass #1 Agenda:
vet material
Tuesday, March 31, 2009
Class #1 Agenda:
find dScribe for open.michiganClass #1 Agenda:
vet material OERca: Content & Decision
Management Software
Tuesday, March 31, 2009
OERca
Tuesday, March 31, 2009
Modeling workflow
Tuesday, March 31, 2009
Content ProcessingClass #1 Agenda:
review material
Tuesday, March 31, 2009
Content ProcessingClass #1 Agenda:
review material
Where does this image come from?
OERca: Content & Decision
Management Software
Tuesday, March 31, 2009
Class #1 Agenda:
find dScribe for open.michigan
edit material
Tuesday, March 31, 2009
Class #1 Agenda:
find dScribe for open.michigan
edit material
Tuesday, March 31, 2009
final review
Class #1 Agenda:
find dScribe for open.michigan
Tuesday, March 31, 2009
final review
Class #1 Agenda:
find dScribe for open.michigan
Looksgood!
Tuesday, March 31, 2009
publication
open.michigan
Class #1 Agenda:
Tuesday, March 31, 2009
dScribe Publishing Process
roles
dScribe2
dScribe
instructor
faculty transfers course material to dScribe
dScribe attends training course led
by dScribe2
dScribe identifies & documents
potential IP issues
Class #1 Agenda:
OER team reviews & clears IP issues
clear IP
BY: Garin Fons, Pieter Kleymeer characters by Ryan Junell
dScribe makes necessary edits to course material
Class #1 Agenda:
faculty reviews material: publish to U-M OER site
Class #1 Agenda:
publish to OER
site
faculty & dScribe2 connect: license material as OER
faculty & dScribe2 recruit dScribe
Tuesday, March 31, 2009
benefits to students:• master course content• learn about copyright and copyleft• establish unique connection w/ faculty• potential to get course credit• collaborate w/ other dedicated classmates• make resources available to everyone
dScribe publication model
Tuesday, March 31, 2009
benefits to faculty:• students in course know best!• establishing unique connection w/ students• quality assurance of materials• obtain user feedback on content >>
improve content
dScribe publication model
Tuesday, March 31, 2009
issues we have noted:• difference between student quality and
faculty quality of work• limited expertise in subject area• limited time to devote to OER production• difficult to obtain the right balance of
incentives for participation and production
dScribe publication model
Tuesday, March 31, 2009
the endcurrent landscapelife cycle
challenges ©
the beginning
Tuesday, March 31, 2009
OER production challenges: • cost• scale• access to faculty• content delivery• metadata • refresh rate• active vs. retroactive publishing• risk management• defining OER as a service
What we have experienced.
Tuesday, March 31, 2009
policies create an infrastructure to deal with issues.
OER production typically involves three main policy areas:
• copyright and other intellectual property
• endorsement of products or people
• privacy of students or patients
Reducing risk: production policies.
Tuesday, March 31, 2009
• copyright :: U.S. law grants limited exclusive rights to authors of creative works
• endorsement :: U-M has a policy restricting what representatives of our institution may endorse
• privacy :: the U.S. government tends to protect patient and student privacy
Main policy areas.
Tuesday, March 31, 2009
• policies will determine publishing limits and publishing processes
• we want to know what types of content may cause problems when publishing to a wide audience
• we quickly identify these issues, document them, and deal with them
Identify potential issues.
Tuesday, March 31, 2009
©Tuesday, March 31, 2009
Artwork
these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Charts
Tuesday, March 31, 2009
Graphs
Tuesday, March 31, 2009
Illustrations: Cartoons
these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Illustrations: Chemical Representations
Tuesday, March 31, 2009
Drawings and Diagrams
some of these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Graphics
some of these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Scientific Images
Tuesday, March 31, 2009
Ads, CD/Book/Movie Covers, Screenshots
some of these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Photographs
some of these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
Text: Quotes, Passages, Poems
The Mesh
We have come to the cross-roadsAnd I must either leave or come with you.I lingered over the choiceBut in the darkness of my doubtsYou lifted the lamp of loveAnd I saw in your faceThe road that I should take.
- Kwesi Brew
some of these images used under section 107, U.S. copyright law: fair use
Tuesday, March 31, 2009
• retainment :: you may already have or choose to obtain permission to use content from a 3rd party (must be openly licensed), or the content does not have a policy issue
• replacement :: you may want to replace content that cannot be shared with open content that can be distributed through copyright licensing (Creative Commons)
• removal :: you may need to remove content due to privacy, endorsement or copyright concerns
Dealing with issues.
Tuesday, March 31, 2009
the endcurrent landscapelife cyclechallenges
the beginning
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
With pre-production clearing, content moves through the process smoothly
Tuesday, March 31, 2009
Pre-production clearing - stages.
Authoring + Clearing
use content created locally (from U-M)
choose 3rd party content from open sources that give explicit open licenses (or content that is in the public domain)
document all 3rd party content with pertinent source information
Tuesday, March 31, 2009
Editing
display a clear notice of how others may use your work (Open.Michigan uses a CC: BY license)
edit the resource to include 3rd party licenses and source citations
Pre-production clearing - stages.
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Archiving
With post-production clearing, the system gets clogged up and becomes less efficient
Publishing
Tuesday, March 31, 2009
Post-production clearing - stages.
Clearing 1
search through materials to be published and identify potentially problematic content
document all problematic content with pertinent information
Tuesday, March 31, 2009
based on your “policy,” analyze the problematic content and decide what to do with it
depending on your decision, clear content (retainment, replacement, removal)
Post-production clearing - stages.
Clearing 2
Tuesday, March 31, 2009
edit the resource to replace/remove problematic content
edit the resource to include 3rd party licenses and source citations
display a clear notice of how others may use your work (Open.Michigan uses a CC: BY license)
Post-production clearing - stages.
Editing
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
The clearing+editing process can eat up a lot of time if you do post-production clearing.
Tuesday, March 31, 2009
Remember the OER life cycle.
Authoring
Clearing
Editing
Publishing
Archiving
The clearing+editing process can eat up a lot of time if you do post-production clearing.
Tuesday, March 31, 2009
Pre-production clearing - examples.
the scenario: you are putting together a presentation on pancreatic disorders. you have a few images to use as examples from your own portfolio as well as a few with permission from your colleague. however, you’re missing a good example on pancreatic hematoma. while you could start with a Google image search, you decide to begin looking through open content repositories.
Tuesday, March 31, 2009
https://open.umich.edu/wiki/index.php5/Open_Content_SearchTuesday, March 31, 2009
http://commons.wikimedia.org/Tuesday, March 31, 2009
Tuesday, March 31, 2009
Tuesday, March 31, 2009
Tuesday, March 31, 2009
Image courtesy of Herbert L. Fred, MD and Hendrik A. van Dijk - <http://cnx.org/content/m14942/latest/> Creative Commons Attribution 2.0 License <http://creativecommons.org/licenses/by/2.0/>
Tuesday, March 31, 2009
Pre-production clearing - examples.
Tuesday, March 31, 2009
Post-production clearing - examples.
the scenario: you are converting a presentation you gave last year into OER. this means you need to use the post-production clearing process to make sure the content is ready for OER publication. you start by identifying and documenting all the 3rd party content you used.
Tuesday, March 31, 2009
Post-production clearing - examples.
Tuesday, March 31, 2009
Colin Rhinesmith - http://www.flickr.com/photos/colinrhinesmith/http://creativecommons.org/licenses/by-nc-sa/2.0/deed.en
Tuesday, March 31, 2009
Tuesday, March 31, 2009