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Scholarly Publishing and Academic Resources Coalition www.sparc.arl.org Open Educational Resources Program [email protected] @txtbks OER and Public Policy: Overview & Opportunities Nicole Allen OER Program Director, SPARC Open Education Conference November 7, 2013 Park City, UT

OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

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Page 1: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

OER and Public Policy: Overview &

OpportunitiesNicole Allen

OER Program Director, SPARC

Open Education Conference November 7, 2013 Park City, UT

Page 2: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

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.

Page 3: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

VOCABULARY

Page 4: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Policy

Rules, protocols or principles to guide decision-making and action

• Laws• Regulations

• Priorities• Codes

Page 5: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Forum

The system in which a policy operates

• Federal• State

• Institutional• Corporate

Page 6: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Decision Maker

Entity that creates or implements a policy

• Legislators• President

• Board of directors

Page 7: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Stakeholders

Entities that are affected by a policy

• Faculty• Students• Colleges

• Publishers• Bookstores

Page 8: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

TYPES OF OER POLICY

Page 9: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Resource Allocation

Devote funding or other resources to the creation or adoption of OER

Page 10: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Poland K-12 Textbooks (2012)

Page 11: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Dept. of Labor TAACCCT (2011)

Page 12: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

CA Open Textbook Bills (2012)

Open source textbook bill passes state Legislature

Page 13: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Licensing

Inject open licensing into existing systems that produce educational

materials

Page 14: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

WA Grant Policy (2010)

Page 15: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

CA Grant Policy (2013)

Page 16: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Inducement

Acknowledge, support, and call for activities that foster engagement with

OER

Page 17: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

FHDA Policy (2004)

Page 18: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

ND Resolutions (2013)

Page 19: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

UMN Grad Student Resolution

Page 20: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Remove Barriers

Neutralize policies that interfere with the creation or adoption of OER

Page 21: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

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?

Page 22: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

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

Page 23: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Useful Resource:http

://wiki.creativecommons.org/

OER_Policy_Registry

Page 24: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

OER ADVOCACY

Page 25: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

1. Present OER as a solution

OER policy is not an end in itself. It must be a solution to a problem.

Page 26: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Problems OER Solves

• Textbook affordability• Improved teaching & learning• Economy/career preparedness

Page 27: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

2. Work with stakeholders

Know who the policy will affect and reach out in advance. Policies are

more successful with broad support.

Page 28: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Key Stakeholders

• Faculty (as Authors and Teachers)• Students • Colleges• Bookstores (often influence colleges)• Publishers

Page 29: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

3. Keep things simple

Remember, most people don’t know what OER or open licenses are.

Page 30: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

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.

Page 31: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

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

Page 32: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

OPPORTUNITIES

Page 33: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

More federal/state grants conditioned

on CCBY license

Page 34: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

States pooling resources and

collaborating to develop more open

textbooks

Page 35: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Institutional licensing policies and/or reporting

requirements

Page 36: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Policy in the “Other” Opens

Page 37: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

FASTR Act (introduced 2013)

Page 38: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

White House Directive (2013)

Page 39: OER Policy: Overview & Opportunities (#opened13 11.7.13 Park City, UT)

Scholarly Publishing and Academic Resources Coalition

www.sparc.arl.org

Open Educational Resources Program [email protected] @txtbks

Nicole Allen

[email protected]

@txtbks

Sign up for more info:http://sparc.arl.org/issues/oer/join