Paul Stacey


New Models for a New Year

All I want for Christmas is for the world to be more open.

santaCC
NORAD Tracks Santa by NORAD Public Affairs
Public Domain image modified by Paul Stacey

But I know from my interactions all around the world that most people struggle to understand what open is and its implications.

New open models require a rethinking of traditional models whether they be education models, business models, models of government, models of research, models of publishing, music, or the arts.

And of course new models can be scary. They threaten the status quo, they challenge pre-conceived notions on how things work, and generate fear of the unknown.

So I’ve put on my Santa hat and here, on Christmas Eve day, I’m working on what I think of as a gift for the world – new models for a new year. This is a gift we unwrap together with an open mind. Lets get started.

New open models are significantly different. Understanding them is a gradual process, a progression through a series of steps or stages that look something like this:

  1. Awareness – open models are a new concept most people haven’t even heard of. With new models for a new year I aim to make new open models visible. By making you conscious of them I hope you begin to consider them as options, choices you make in how you do your work and how you live your life.
  2. Responding to and overcoming the fear reaction. Almost everyone initially expresses a great deal of fear over new open models. With new models for a new year I aim to alleviate those fears.
  3. Looking at examples. One of the best ways to understand new open models is to look at real examples. Hearing the stories and use cases of those who have successfully adopted new open models creates a sense of possibility, soothes the fears, and inspires.
  4. Trying it out. Once a certain level of comfort has been achieved you’ll begin to see how you can make use of open models personally. As a gift I hope you’ll play with new models for a new year, dip your toe in and try using something that is open.
  5. Going open yourself. Once you’ve sampled someone else’s open work and experienced the benefits I hope you begin thinking about making your own work open – perhaps initially in a small way but gradually more and more.
  6. Adopting open as a cornerstone of practice. Once you get to this stage you’re in all the way and usually become an advocate of new open mdodels who won’t go back.
  7. Spreading open. If you adopt an open model in one area (lets say Open Educational Resources) you’ll become interested in other areas of openness (lets say open policy, or open data, or open access). You’ll start to see the synergistic benefits of adopting more and more open models. The cumulative benefits of multiple forms of openness are greater than each individually.

I aim to get you to stages 5, 6, and 7. But to get to that gift the wrappings associated with the earlier stages must first be removed. We all unwrap gifts in different ways. I’m going to start in the middle with stage 3 and use examples to work through the earlier stages and to lead to the more advanced stages.

Here are some wonderful examples of people using new models of openness.
Team Open.

Team Open Heading
TeamOpen1

The Power of Open.

Power of Open

New models work for both the public and private sector. Both the public and the private sectors can realize social and economic benefits through open models that cannot be attained in any other way. This is an important part of the gift so lets unwrap both the public and private sector aspects of new open models.

New Open Models in the Public Sector

The benefits of openness are often more readily understood in the public sector. The basic tenet of open models in the public sector is that public funds should result in public goods. The public should get what it paid for. I can see you all nodding. Yes, you say money I pay in taxes should result in goods and services I have access to. Yet, the truth is under current models this is not typically the case.

Lets take research. This diagram shows the current funding cycle for research.

OpenAccessModel

As you can see the public pays for research and then pays again to get access to the results of that research. This limits dissemination, economic efficiency, and social impact.

New open models change that process in subtle but important ways that ensure the public does get access to what it pays for as shown in this diagram.

OpenAccessNewModel

As you can see new open models maximize dissemination, economic efficiency, and social impact.

Governments everywhere are starting to get the picture not only for research but for many other aspects of public sector work. 2013 public sector use of new open models includes:

These are all fantastic in their own right and the Open Government Partnership maps out many more ways governments are pursuing new open models.

In the new year I expect to see new open models spread from single to multiple use cases within these early adopters and more public sector organizations to follow suit. For me the real potential of new open models exists in the combinatorial effect of combining open models. This is “stage 7 spreading open” I describe in my progression at the start of this post. When public sector organizations adopt openness as a new operating principle across all their activities the combined impact will be even greater. Let me give an example.

One of the projects I’m involved with through my work at Creative Commons is the Global Food Safety Partnership (GFSP). This is a World Bank public-private initiative dedicated to improving the safety of food in middle-income and developing countries.

GFSP

Imagine your public sector organization has responsibilities for food safety. At a very practical level one of the things you’ll need is a training program for food inspectors. Here’s my take on how you could combine multiple means of openness into a whole new approach to putting that training program together.

Step 1: Open License Existing Resources: As a publicly funded agency over the years funds will have been invested in a wide range of standards, competency frameworks of skills and knowledge inspectors require, training manuals, curricula and other resources. As with the research example we saw earlier typically these resources are held all rights reserved with no public access. These legacy resources can all be shared openly by digitizing them and licensing them with a Creative Commons license. This one activity alone, which essentially costs zero additional dollars, leverages and makes available for reuse a large body of existing resources and begins to fulfill your obligation to give the public what it paid for.

Step 2: Adopt an Open Policy: As a publicly funded agency adopt an open policy associated with all future funding grants you award. In this open policy require deliverables from funding awards be openly licensed and made available digitally to the public. (There are lots of existing model policies you could use to create your own open policy including: US Department of Labor’s TAACCCT grant policy and the California Community Colleges Board of Governors Chancellors Office policy)

Step 3: Open License by Default: Adopt a Creative Commons CC BY license as default. This license makes all content (such as curricula developed by developers, marketing and student recruitment resources, etc.) shareable with the public that paid for it. Commercial use of the resource is allowed. The resources can be reused, revised, remixed and redistributed allowing all interested parties to utilize it. Resource use requires attribution be given to the developer.

Step 4: Require Open Educational Resources: Base long term strategy for scaling and sustaining the food inspectors program on Open Educational Resources (OER). This enhances speed of updates, distribution, localization, and translation. It also significantly reduces costs for design, development, delivery, and participation.

Step 5: Use Open Design & Open File Formats: Require developers of the food inspectors training program to make use of existing OER as much as possible when designing and developing training programs. Emphasize the importance of developing all resources and OER as digital resources using open file formats to ensure they are editable and modifiable.

Step 6: Build Open Development Networks: Facilitate matchmaking between those looking for OER and those that have OER. Food inspection is a global need. Build a network of developers who all collectively work on shared food inspection OER they have a mutual need for and coordinate development of new resources across the network.

Step 7: Design for Open Pedagogy: Adopt teaching and learning methods that leverage the open nature of the learning resources and the open web (both resources and social networks). This includes connecting trainees to people and resources on the open web and having students actively modify and improve training materials.

Step 8: Open Delivery: Open up delivery to wide range of service providers who qualify in part based on their expertise in the above and a proven ability to use educational technology.

Step 9: Open Repository: Create a repository on the web, open to all, where openly licensed resources associated with the food inspectors training program are kept. Establish repository librarian like role for managing the collection of resources, ensuring they are appropriately tagged with meta-data (use Learning Resource Meta-data Initiative LRMI), and for curating collections of resources for multi-purpose use.

Step 10: Open Marketing and Recruitment: Develop (and openly license) marketing resources that recruit participants based on the unique value add (including cost/time savings and quality) associated with a food inspector training program that uses open models.

Step 11: Open Analytics: Openly publish a set of analytics/data that define program success. (Analytics could be associated with learning, completion, costs, networks, …) Openly license (using CC0) and transparently report out analytics/data on an ongoing basis.

Step 12: Open Access: Publish any research results that come out of studies done on the food inspectors program and the analytics using Open Access (OA). Provide free, immediate, permanent online access to the full text of research articles for anyone, webwide. This can be done using open access research journals (the golden road of OA) or through archiving articles in open repositories or on the open web (the green road of OA).

Step 13: Open Community: Build an open community around the training including students, developers, suppliers, graduates, … Engage open community in contributing to improvement of the training program, and formation of local, regional, national, and international partnerships.

I know this is a very specific example. But I hope it conveys something of the spreading open thinking that can come to bear on traditional practices. Combining open policy, open educational resources, open access and all the other forms of openness described above increases the overall impact and benefits associated with the approach. Limiting adoption of openness to just one small area also limits impact.

Perhaps by now you’re going OK, I see how new open models can be useful in the public sector but I’m in the private sector how do open models work for me? How can I use open models and still make a living?

New Open Models in the Private Sector

New models for a new year is one of those gifts with multiple presents inside. This is a gift that just keeps on giving. We’ve unwrapped new open models in the public sector, lets look at examples in the private sector. I’ve grouped these examples by industry sector. At the end of each example I’ve provided, in italics, a mini description of how they earn revenue.

Images

Nounproject
The Noun Project: The Noun Project is a platform empowering the community to build a global visual language of icons and symbols that everyone can understand. Icons are designed and contributed by designers from around the world. All icons are licensed using Creative Commons and free to use as long as attribution is given to the creator. Pricing and money comes in to play if you want to use the icons without giving attribution.

flickr
Flickr: Flickr is one of the largest photo management and sharing platforms in the world. Flickr lets you store, sort, search and share photos online. Flickr provides Creative Commons license options right from within the platform. Many Flickr users have chosen to offer their work under a Creative Commons license, and you can browse, search and download their photos under each type of license. At http://www.flickr.com/creativecommons you can see the more than 280 million Creative Commons licensed photos users have contributed. Use of Flickr is free but each user is given a maximum limit of 1 terabyte of storage. If you want more than that you have to pay. If you want your photo collection to be ad free you have to pay for a Ad-free subscription account. Flickr also provides printing services for a fee.

pixabay
Pixabay: On Pixabay you may find and share images free of copyrights. All pictures are published under Creative Commons public domain deed CC0. Sponsored images are shown to finance Pixabay and to provide a choice of professional photos. Sponsored images cost money.

Jonathan Worth, a professional photographer explains how open benefits photographers; http://www.telegraph.co.uk/technology/news/8623680/How-the-Power-of-Open-can-benefit-photographers.html

Music

jamendo
Jamendo: Jamendo offers more than 350,000 free music tracks licensed under Creative Commons, all available for streaming and unlimited download without ads. It allows the public to discover thousands of artists of all genres who have chosen to distribute their music independently outside the traditional system of collecting societies. Jamendo artists can choose to join the Jamendo PRO service that allows them to sell commercial licenses of their music for professional uses, such as music synchronization for audio-visual productions or broadcasting in public spaces. You can search for music on Jamendo using the CC Search tool or directly on the Jamendo web site.

ccmixter
ccMixter: ccMixter is a community music site featuring remixes licensed under Creative Commons where you can listen to, sample, mash-up, or interact with music in whatever way you want. One out of six uploads to ccMixter are used in a YouTube video, Flickr moving image, podcast, compilation album and thousands of other places all over the web. ccMixter is ad free and free to creators and listeners. Funding is generated through sales of memberships to artists clubs giving you an inside access and experience with the artist including access to things like Digital-LPs, CD-quality downloads, private blogs and other unique things you can’t get anywhere else.

soundcloud
SoundCloud is a social sound platform for people to create and share music and sounds. Recording and uploading sounds to SoundCloud lets people easily share them privately with their friends or publicly to blogs, sites and social networks. Many SoundCloud songs and sounds are licensed with Creative Commons. Use the url http://soundcloud.com/creativecommons to see SoundCloud sounds and songs licensed with Creative Commons. Certain features of the Platform are only available to registered users who subscribe for a “Pro” or “Pro Unlimited” account. These paid accounts provide extensive stats such as count plays, likes, comments, downloads, who’s playing your sounds and where they are.

musescore
MuseScore: MuseScore: provides free and open source software that allows musicians to quickly create sheet music. They also provide a space where you can share your sheet music and comment on others. MuseScore lets people share music under all rights reserved or openly license their music using Creative Commons licenses. For a fee you can get a “pro” account where you have unlimited storage, detailed stats on how popular your scores are, and no ads.

Jonathan Coulton: a professional musician who uses open business models. See The New Music Biz: Cracking the Code to Online Success video explaining how he does this.

Books & Manuals

boundless
Boundless: Boundless is building an innovative learning platform by curating the world’s best open educational resources in 20+ subjects and delivering interactive learning tools to college students. Students at thousands of colleges are ditching expensive textbooks and discovering Boundless Learning Technologies that go way beyond traditional books. Boundless textbooks are available for free download as a .pdf. Boundless makes money from advertising embedded in the free, online education materials on their web site. Paid premium access gives you access to the book in their learning platform across multiple channels, including mobile, website, and iBooks.

pratham
Pratham Books: Pratham Books has been a front-runner in adopting a Creative Commons licensing framework and in the last 5 years has released over 400 stories and hundreds of illustrations under a Creative Commons CC BY or CC BY-SA license. Their vision is to put ‘a book in every child’s hand’. It makes money by selling hard copy print versions. Because the books are licensed with CC licenses other organizations and individuals have converted their books to audio, Braille, and DAISY giving visually impaired access to the books and saving Pratham the cost of doing so themselves.

Autodesk
Autodesk: In July 2013 Autodesk announced that its Media & Entertainment (M&E) support and learning content for its 2014 product line is now live and available under Creative Commons (CC) licensing; that equates to 20,000 pages of documentation, 70 videos and 140 downloadable 3D asset files. Autodesk also plans to publish product help materials, its Knowledge Base and Discussion Forums, as well as past and future training content from Autodesk University under the Creative Commons model. This is all part of Autodesk’s ongoing support of students’ pursuit of careers in science, technology, engineering and math (STEM) fields. Autodesk’s goal is to ensure the next generation of designers, engineers and digital artists have great training and free access to the same software that professionals use every day. Autodesk makes its money from its software.

Cory Doctorow: Cory Doctorow is a science fiction author with a vast amount of work under his name. Cory, as a very early adopter of Creative Commons, has been producing Creative Commons licensed works since 2003 with the publication of the first CC licensed novel Down and Out in the Magic Kingdom. See Cory’s views on openness in Giving it Away chapter in Selected Essays on Technology, Creativity, Copyright and the Future of the Future

Video

YouTube
YouTube: YouTube has built into its platform the option of posting a video to YouTube using a Creative Commons license. As of July 2012 the YouTube Creative Commons video library contained over 4 million videos from organizations such as C-SPAN, PublicResource.org, Voice of America, and Al Jazeera. From the YouTube home page if you type in your search term followed by a comma and then “creativecommons” the videos returned are CC licensed. http://www.youtube.com/creativecommons lets you see the most viewed and most reused Creative Commons licensed videos. Not only can you can mark your videos with a Creative Commons license when uploading them to YouTube you can also incorporate the millions of Creative Commons-licensed videos on YouTube when creating your own videos using the YouTube Video Editor. Within the YouTube Video Editor you can click on the CC tab to find content available under a Creative Commons license. YouTube and its users make money through advertising.

vimeo
Vimeo: Vimeo makes it easy to upload and share videos. You can share a video publicly or privately. Vimeo is also a community platform enabling you to pick filmmakers you want to subscribe to, receive updates from, and send messages to. Many Vimeo entrepreneurs and artists use Creative Commons licenses to gain exposure, widespread distribution, and secure a return on their creative investment. Vimeo has integrated Creative Commons license choices right into their platform. For a fee Vimeo provides users with ftp and dropbox integration, mobile/tablet/TV compatibility, customizable video player, html5 compatibility, etc. Vimeo On Demand supports users interested in renting or selling their videos. Vimeo’s Tip Jar lets fans to show their appreciation for videos with small cash payments to the creator.

For more on filmmakers use of new open models see: CC Filmmakers and Festivals Change the Rules

Software

IBM2
IBM. See A history of IBM’s open-source involvement and strategy for a description of their thinking.

redhat
Red Hat: Red Hat provides a portfolio of products and services in support of enterprise adoption of Linux open source software. Red Hat provides solutions to more than 90% of the Fortune 500 companies. Open source software makes vendor lock-in a thing of the past. Linux is free open source software. Red Hat makes its money providing support, consulting, and training services for that software.

android
Android: Android is open source software and Google releases the source code under the Apache License. According to Wikipedia as of November 2013, Android’s share of the global smartphone market, led by Samsung products, has reached 80%. The open source nature of Android lets third party’s rapidly produce apps. As of May 2013, 48 billion apps have been installed from the Google Play store, and as of September 3, 2013, 1 billion Android devices have been activated. The software is free and open, the phones, tablets and other devices using the software cost money – as do many of the apps.

Data

figshare
figshare: figshare is a platform that allows researchers to publish all of their data in a citable, searchable and sharable manner. All figures, media, poster, papers and multiple file uploads (filesets) are published under a CC-BY license. All datasets are published under CC0. figshare offers unlimited storage space for data that is made publicly available on the site, and 1GB of free storage space for users looking for a secure, private area to store their research. Users of the site maintain full control over the management of their research whilst benefiting from global access, version control and secure backups in the cloud. For a fee figshare provides users with larger private storage, larger file size limits, and collaborative spaces. figshare also does custom-branded spaces for institutions for a fee.

This is by no means a comprehensive list of all private sector corporate entities using new open models, merely a sampling. There are many more. But you can see that open models do not preclude revenue generation and earning a living. New open models can be very successful business strategies.

Fundamental Building Blocks of New Open Models

There is one more part to this gift that lies at the very core of new open models. The gift within the gift. Lets unwrap the fundamental building blocks on which new open models are built.

New open models are built on three fundamental building blocks – digital, free, and open. There are lots of models that use just one or two of these building blocks but the new emerging models I’m referencing use all three.

1. Digital
The bits and bytes of digital things are fundamentally different than the atoms of physical things. Technology advances are rapidly increasing bandwidth, storage, and computing processing speeds. Semiconductor chips roughly double the number of transistors they hold every eighteen months. The number of bytes that can be saved on a given area of hard disk doubles every year. The speed at which data can be transferred over a fiber-optic cable doubles every nine months. At the same time costs associated with processors, storage and bandwidth halves at the same rate. The digital building block uniquely provides faster, better, cheaper. At a practical level the costs to store, copy and distribute digital things like images, music, books and data begins to approach $0. The physical realm of atoms and the economics associated with it are based on scarcity. Digital enables abundance. Scarcity in the digital realm is almost always artificially created.

2. Free
As the cost of digital approaches $0 it becomes possible to provide everyone digital resources for free. Furthermore if I have something that is digital and I give you a copy of it, I still have it. This is dramatically different than what happens in the world of physical things. The free building block involves shifting your strategy from conserving resources as scarce commodities to treating them like an abundant commodity. Free enables scale. With technology advances giving us more for less the free strategy spreads costs over a larger and larger base of users. Free is the best way to reach the biggest possible market and achieve mass adoption. If the marginal cost of distribution is free you might as well leverage and multipurpose your resources as much as possible by putting them out there in as many different ways as possible. Of course not everything is free as we’ve seen from the examples above. But the free building block is an essential component of new models. The more people use the free digital resource you provide the more you can build complementary services and products around it. Typically the provision of free to all is funded by complementary products and services that a subset of users pay for.

3. Open
Open is different than free. When things are open you can modify them, use them in whole or in part, improve them, localize them, translate them, and customize them to fit your need and purpose. Just because something is digital and free doesn’t mean it is open. There are lots of free digital things that are closed prohibiting the freedoms and permissions inherent in open. Open adds additional value by permitting change and participation in the act of creation. Open uniquely leverages the network of users by making them active participants in improving and advancing a product or service. The open strategy involves giving up control. Open sees users not just as passive consumers but as active and creative producers – co-creators if you will. Open tends to level the playing field between professionals and amateurs. New open models are not so much based on a “I know what is best” command and control strategy as a collectively we know what is best egalitarian approach. Open invites everyone to actively engage and contribute their knowledge and expertise.

As we enter 2014 I’m excited about new models built on digital, free, and open. Its the combinatorial effect of the three that has such innovative potential. I see in that potential great hope for a better world.

Happy new models for a new year.



Recoding Education Innovation as Freedoms

In the recently released video Recoding Innovation: Free Software – Free Culture, Larry Lessig says the development of a free culture movement came from asking the question “How do we hack the free software movement and turn it into a free culture movement?”

This led me to frame my own question, “How do we hack the free software and free culture movements and turn them into a free education movement?”

Recoding Innovation

Free software and free culture are based on ethical principles of freedom.

With free software the aim is to ensure users control their own computing rather than programs controlling users. Non-free software is under the control of someone else making you dependent on them. Free software liberates your cyber-world giving you as much control as you want.

Software is free software if people who receive a copy of the software have the following four freedoms:

  1. The freedom to run the program for any purpose.
  2. The freedom to study how the program works, and change it to make it do what you wish.
  3. The freedom to redistribute copies so you can help your neighbor.
  4. The freedom to improve the program, and release your improvements (and modified versions in general) to the public, so that the whole community benefits.

Free software expresses and grants these freedoms to others using a set of licenses, the most popular of which are:

Free software starts with a fundamental understanding that the best software builds on software that came before. Developers can only make a new idea useful by combining it with what came before and working together to improve and innovate. Inherently those involved in free software place a high value on community and working collectively to ensure freedom.

It’s interesting to see New Zealand, after five years of debate, pass a new Patents Bill that bans the enforcement of software patents in New Zealand.

But its important to understand that free software is a matter of liberty, not price. As the saying goes, “Think free speech, not free beer.” Indeed the free software that lies at the heart of the Internet, and the individual control it gives us, has created vast economic and social value. New Zealand’s banning of software patents is not anti-business. If anything it acknowledges the criticality of free software principles as a driver of the economy in the digital age.

2246983607_c261de3d9c 827570460_0829760ff4
——–EFF Free Speech Icon / CC BY 2.0———–FREE BEER version 3.2, St Austell / CC BY 2.0

Free culture shares a similar ethic to free software. In the digital world everything we do involves making a copy. Every time you surf the web the pages you visit are “copied” to your screen. In the analog era writers, performers, publishers, and broadcasters were the primary cultural producers. The digital era has placed tools of creation in the hands of all users making everyone creators of cultural work.

Free culture aims to ensure users control their own creative process and actively create culture. Non-free culture is under the control of someone else. Free culture liberates creative processes giving individuals more control. Free culture empowers individual creation, democratizes culture, and ensures we all have the freedom to create and participate in culture.

Like free software, free culture provides users with a set of freedoms. Free culture freedoms are derived from those of free software. Free Cultural Works are works or expressions which can be freely studied, applied, copied and/or modified, by anyone, for any purpose. The Free Cultural Works definition describes the freedoms associated with free cultural works as:

  • the freedom to use the work and enjoy the benefits of using it.
  • the freedom to study the work and to apply knowledge acquired from it
  • the freedom to make and redistribute copies, in whole or in part, of the information or expression
  • the freedom to make changes and improvements, and to distribute derivative works

Free culture expresses and grants these freedoms to others using a set of licenses. Of the six Creative Commons licenses only two are considered free cultural works licenses:

seal

Creative Commons Attribution CC BY by

Creative Commons Attribution-ShareAlike CC BY-SA by-sa

Free culture views sharing and building on the work of others as fundamental freedoms inherent to creative practice. Free culture places a high value on community. At a time when Hollywood, the music industry, and publishers are trying to control culture, free culture is empowering individuals to take control of their creative expression. Free culture invites all people to participate in creation and re-creation of culture. Free culture takes culture out of the control of a few and places it in the hands of many.

But its important to understand that free culture is a matter of liberty, not price. Free culture is not anti-business. Free culture principles like those of free software are drivers of the economy in the digital age. The recently launched Right2Remix initiative in Europe presents the case well. The Right2Remix manifesto says:

We live in an age of remix. Creativity and culture have always drawn from previous works, but with the Internet and digital technologies, the creative re-use of works has been taken to a whole new level. More people are able to edit and share a greater range of works than ever before. More than ever, it has become clear that “everything is a remix!”

Right2Remix

Right2Remix goes on to say:

In the classic notion of originality, the new creation tended to disguise the old beyond recognition. The core characteristic of the remix as a cultural practice, however, is that the old remains visible within the new. The remix is a creative copy that is readily identified as such. Since creative copying has become commonplace, the right to remix is a fundamental requirement for freedom of expression and free speech. We formulate the right to remix as a combination of three creative rights:

  • The right to change works during usage and to publish the results. (Transformative usage right(s) with lump-sum compensation, e.g. background music in mobile phone videos)
  • The right to create and to publish remixes of existing works. (Remix right(s) with lump-sum compensation, e.g. fake trailer for a TV series)
  • The right to commercialize remixes, in exchange for appropriate compensation. (Remix commercialization right(s) subject to compulsory licensing, e.g. selling music mash-ups on iTunes)

Notice how Right2Remix acknowledges compensation. I especially like the way it invites those who sign the petition to also provide a link to their favourite remix.

The focus of both free software and free culture is on freedoms that empower individuals. If we are to successfully transfer and apply free software and free culture principles to education it is imperative the focus remain on freedoms and empowering individuals.

Let me hack the language of free software and free culture and apply it to education.

Free education’s aim is to ensure you control your own education and learning. Non-free education is under the control of someone else making you dependent on them. Free education liberates your learning giving you as much control as you want.

Free education has the following four freedoms:

  1. The freedom to access and use education for any purpose.
  2. The freedom to study and change education to make it fit your needs.
  3. The freedom to distribute your own education knowledge base so you can help your neighbor.
  4. The freedom to improve education, and release your improvements (and modified versions in general) to the public, so that the whole community benefits.

Inherent in free education is a high value on community as there is an interdependence on others working collectively to ensure freedom. Free education starts with a fundamental understanding that the best education builds on education that came before. You can only make education useful by combining it with what came before and working together. Free education views sharing and building on the work of others as fundamental freedoms. Free education empowers individuals to take control of their education and invites all people to participate in creation and re-creation of education. Free education takes education out of the control of a few and places it in the hands of many.

As I consider this hacked description of free education I’m struck by the focus on empowering individuals. In education there are individuals that have knowledge and skills and individuals that seek knowledge and skills. In education we call the former teachers and the latter students but if we follow the freedoms that free software and free culture espouse we’d do away with this artificial distinction. In free education we all are both teachers and students.

Free software and free culture leveled the playing field making it possible for everyone to improve software and participate in the creation of culture. Are innovations in education equally leveling the playing field?

Open educational resources (OER), open access, MOOCs, open policy, and open data are all current education innovations that are at least partly derived from free software and free culture principles. However, these innovations emerged from and are being driven by government, institutions, business, and faculty. Students are surprisingly absent as creators and active participants in these innovations. Instead students are largely seen as tangential beneficiaries and passive recipients. This is limiting the impact and potential of free software and free culture-like innovations in education. If the principles of free software and free culture are to truly transform education the focus needs to shift to empowering students.

This is easier said than done of course. At this point the locus of power and control in education rests with education systems – ministries, schools, colleges, universities, teachers and administrators. Access to education is limited, competitive, and costly. As a result any student who manages to gain access to education tends to simply comply with what the system tells them they must do for fear of losing their access. However, if we want to leverage lessons learned from free software and free culture we’d be well served focusing on empowering students with freedoms.

As with free software and free culture it’s important to see free education as a matter of liberty, not price. This critical distinction has long been a source of confusion.

In the free software movement large software vendors initially viewed the concept of freely distributed software and universal access to application source code as a loss of intellectual property and threat to their business. In addition, despite free software’s emphasis on free being about freedoms there were many who interpreted free software to mean “no cost”. In the late 1990′s there was a concerted effort to apply free software ideas and benefits to the commercial software industry. The social activism and freedom focus of the free software movement did not appeal to most companies and a way to rebrand the free software movement to emphasize the business potential of sharing and collaborating on software code was sought. The new rebranding name that emerged was “open source” and this was quickly adopted. Today large software vendors like IBM, Oracle, Google, and Microsoft are active developers in open source software.

Proponents of Open Source Software sought to dump the moral ethical freedoms focus of free software which they found confrontational and focus instead on the pragmatic business model for software development and marketing. Toward that end an Open Source Definition of open source software was created that shifted from describing freedoms to expressing the conditions that must be met for something to be considered open source software. The Open Source Definition has ten conditions.

I think its fascinating to see that in education the innovations are named Open Educational Resources (OER), Open Access, Massive Open Online Courses (MOOCs), Open Policy, etc. Open, and the conditions that must be met for something to be open, largely dominate the discussion – not freedoms. Further muddling matters is the reality that some of these innovations, like MOOCs, are simply free of cost and don’t meet the conditions of openness as David Wiley so aptly describes. To curb open-washing I expect we’ll eventually see a set of requirements that must be met before something is certified as open similar to those required for food to be deemed organic.

There is a critical difference “open” and “freely available on the Internet”. Freely available on the Internet means you can access and see something online. But your access is completely controlled by whoever is making that available and you have no rights to use it, change it or redistribute it without their permission. Facebook is freely available on the Internet but it certainly isn’t open. You may be accessing it at no cost but the terms of use require you to accept a deluge of advertising and be willing to turn over data on your interests and identity in exchange. MOOCs are freely available on the Internet but they aren’t open either – you have no rights to reuse, remix, revise or redistribute. Freely available on the Internet at no financial cost usually requires you to accede control and freedoms.

I am a strong advocate for the open education innovations but increasingly frame their importance and their future sustainability by examining them from the perspective of freedoms. So lets look at education innovations through the frame of freedoms.

cMOOCs definitely embody both openness and many of the freedoms I think free education is about. As Michael Caulfield notes in his xMOOC Communities Should Learn From cMOOCs post:

“When you finish a cMOOC, your relationships with members of that course don’t end. You don’t keep in touch with all 10,000 people, of course, but people in a cMOOC often cite the valuable relationships they fostered in the cMOOC as one of the big takeaways. These people end up part of their permanent Personal Learning Network, as members of their twitter feed, as tumblr or blogger friends, as emailable resources, etc. On the other hand, much xMOOC social connection seems to die at the end of the course, and not persist in any useful way.”

cMOOCs value community in the same way free software and free culture do.

Free education innovations are primarily taking place outside formal education systems.

Peer2Peer University
Peer 2 Peer University (P2PU) is a grassroots open education project that organizes learning outside of institutional walls and gives learners recognition for their achievements. P2PU creates a model for lifelong learning alongside traditional formal higher education. Leveraging the internet and educational materials openly available online, P2PU enables high-quality low-cost education opportunities. P2Pu focuses on learning for the people, by the people on almost anything. Three core values guide everything P2Pu does: openness, community and peer learning.

p2pu

Webmaker
Webmaker is a Mozilla project with the goal of encouraging millions of people around the world to move beyond using the web to making it. Webmaker is a combination of tools, teaching & learning, and community.

Webmaker

I read through the Open University’s Innovating Pedagogy 2013 report with my education innovation as freedoms frame and found a number of intriguing examples.

OUPedagogy

Let me quote descriptions from that report of emerging pedagogy that embody and put in to practice some of these freedoms:

Crowd learning

Crowd learning describes the process of learning from the expertise and opinions of others, shared through online social spaces, websites, and activities. Such learning is often informal and spontaneous, and may not be recognised by the participants as a learning activity. In this model virtually anybody can be a teacher or source of knowledge, learning occurs flexibly and sporadically, can be driven by chance or specific goals, and always has direct contextual relevance to the learner. It places responsibility on individual learners to find a path through sources of knowledge and to manage the objectives of their learning. Crowd learning encourages people to be active in setting personal objectives, seeking resources, and recording achievements. It can also develop the skills needed for lifelong learning, such as self-motivation and reflection on performance. The challenge is to provide learners with ways to manage their learning and offer valuable contributions to others.

I found the examples of Stack Exchange and Forvo particularly intriguing.

Stack Exchange is a growing network of individual communities, each dedicated to serving experts in a specific field. Stack Exchange builds libraries of high-quality questions and answers, focused on each community’s area of expertise. User contributions are licensed using a Creative Commons Share Alike license.

stackexchange

Forvo is the largest pronunciation guide in the world. On Forvo you can ask for how a word or name is pronounced and another user will pronounce it for you. You can also help others by recording your pronunciations in your own language.

Forvo

Maker culture

Maker culture encourages informal, shared social learning focused on the construction of artefacts ranging from robots and 3D-printed models to clothing and more traditional handicrafts. Maker culture emphasises experimentation, innovation, and the testing of theory through practical, self directed tasks. It is characterised by playful learning and encourages both the acceptance of risk taking (learning by making mistakes) and rapid iterative development. Feedback is provided through immediate testing, personal reflection, and peer validation. Learning is supported via informal mentoring and progression through a community of practice. Its popularity has increased due to the recent proliferation of affordable computing hardware and 3D printers, and available opensource software. Critics argue it is simply a rebranding of traditional hobby pursuits. Proponents contend that recent evolutions in networking technologies and hardware have enabled wider dissemination and sharing of ideas for maker learning, underpinned by a powerful pedagogy that emphasises learning through social making.

Maker Faires are happening all over the world.
Maker Faire

Rafi Santo’s post Maker Faire 2012: Nerdy Derby as Inspirational Pedagogy provides a good analysis of how this method of education stacks up against the classroom.

Citizen inquiry

Citizen inquiry refers to mass participation of members of the public in structured investigations. It fuses the creative knowledge building of inquiry learning with the mass collaborative participation exemplified by citizen science, changing the consumer relationship that most people have with research to one of active engagement. The concept is that people who are not research professionals engage in collaborative, inquiry based projects. For each investigation, they gather evidence of similar successful projects, create a plan of action, carry out a controlled intervention if appropriate, collect data using desktop and mobile technologies as research tools, and validate and share findings. Citizen inquiry not only engages people in personally meaningful inquiry, it can also offer the potential to examine complex dynamic problems, such as mapping the effects of climate change, by means of thousands of people collecting and sharing local data.

There are many examples of this. Here is just one:

Galaxy Zoo
Galaxy Zoo is a web-based citizen science project that use the efforts and abilities of volunteers to help reseachers deal with the flood of data that confronts them. Galaxy Zoo provides a data set made up of a million galaxies imaged by the Sloan Digital Sky Survey and engages citizens in classifying them. More than 50 million classifications were received by the project during its first year, contributed by more than 150,000 people.
galaxyzoo

I highly encourage you to read the entire Innovating Pedagogy 2013 report to get the full picture.

* * * * * * * *
As you filter through the media hype surrounding education innovations and attempt to determine what is important and what isn’t, I hope you’ll join me in recoding education innovations as freedoms.

Education innovations should:

  • empower us to control our own education
  • engage us as both students and teachers
  • create community
  • encourage us to build on existing knowledge – remixing, adapting and improving it
  • distribute community built knowledge bases as public goods shared with and accessible to all


The Pedagogy of MOOCs

There is a great deal of energy, enthusiasm, and change happening in today’s education sector. Existing and new education providers are leveraging the Internet, ICT infrastructure, digital content, open licensing, social networking, and interaction to create new forms of education. Open Educational Resources (OER) (including open textbooks), Open Access, and Massive Open Online Courses (MOOCs) have all gained traction as significant drivers of education innovation.

MOOCs in particular are stimulating widespread discussion around the potential to reach and serve hundreds of thousands of learners who would otherwise not have access to education. Like all of you I’ve been tracking MOOC’s with great interest.

While MOOC’s have attracted huge attention, and hype, for supporting massive enrollments and for being free its the pedagogical aspects of MOOC’s that interest me the most.

The challenge is this – How can you effectively teach thousands of students simultaneously? I’m fascinated by the contrast between post-secondary faculty and K-12 teacher contract agreements that limit class size and the current emergent MOOC aim of having as many enrollments as possible. What a dichotomy.

MOOC’s have done a great job at creating courses open to massive enrollments from anywhere around the world. But how well are MOOC’s doing at actually successfully teaching those students? Based on MOOCs equally massive dropout rates having teaching and learning success on a massive scale will require pedagogical innovation. It’s this innovation, more than massive enrollments or free that I think make MOOC’s important. Let me explain.

MOOC’s originated in Canada and I’ve been fortunate to have followed and experienced the early pioneering work of people like Stephen Downes, Alec Couros, Dave Cormier, and George Siemens. In 2007 there was Social Media & Open Education, in 2008 & 2009 Connectivism, in 2010 Personal Learning Environments Networks and Knowledge, in 2011 Learning and Knowledge Analytics which we hosted in the BCcampus SCoPE online community. For a more complete listing see Stephen Downes Partial History of MOOC’s.

PLENK

All of these early MOOC’s were open to anyone to participate. Some of these early MOOC’s, taught by university faculty, had tuition paying students taking the course for university credit who were joined in the the same class with non-tuition paying, non-credit students who got to fully participate in a variety of non-formal ways. Alec Couros pedagogically designed his graduate course in a way that relies on the participation of non-credit students. Other early MOOC’s were solely offered as a form of informal learning open to anyone for free without a for-credit component.

Alec Couros produced a YouTube trailer for his Social Media & Open Education course that conveys a bit of the creative fun associated with these early MOOC’s.

The most fascinating aspect of these early MOOC’s was the pedagogical approach. Dave Cormier in this YouTube video maps out the five steps to success in a MOOC – 1. Orient, 2. Declare, 3. Network, 4. Cluster, 5. Focus.

He goes on to explain in this Knowledge in a MOOC YouTube video that a MOOC is just a catalyst for knowledge and that knowledge in a MOOC is emergent.

The “How this course works section” of the Personal Learning Environments Networks and Knowledge MOOC provided participants with the following:

PLENK2010 is an unusual course. It does not consist of a body of content you are supposed to remember. Rather, the learning in the course results from the activities you undertake, and will be different for each person.

In addition, this course is not conducted in a single place or environment. It is distributed across the web. We will provide some facilities. But we expect your activities to take place all over the internet. We will ask you to visit other people’s web pages, and even to create some of your own.

This type of course is called a ‘connectivist’ course and is based on four major types of activity.

The four types of activity are described as; 1. Aggregate, 2. Remix, 3. Repurpose, 4. Feed Forward.
I encourage you to read the full description here.

In those early pioneering days MOOC’s were exciting for their pedagogy!
Even the courses were about innovative pedagogy – Social Media & Open Education, Connectivism, Personal Learning Environments, Learning Analytics.

In 2011 MOOC’s migrated to the US with Jim Groom’s DS106 Digital Storytelling at the University of Mary Washington in Virginia. DS106 is a credit course at UMW, but you can also be an “open participant“. As described in About ds106 you can “join in whenever you like and leave whenever you need. This course is free to anyone who wants to take it, and the only requirements are a real computer, a hardy internet connection, preferably a domain of your own and some commodity web hosting, and all the creativity you can muster.”

ds106vers3

DS106 took MOOC’s in new pedagogical directions.

DS106 has a highly innovative pedagogical approach to assignments. Rather than confidential, secret assignments created by faculty, ds106 course assignments are collectively created by course participants over all offerings of the course and are posted online in an Assignment Bank anyone can access.

ds106Assignments

Rather than specifying assignments everyone must do, participants choose from ones in the Assignment Bank. Each assignment has a rated difficulty of 1 to 5 stars and a particular assignment for a course topic might require students to complete 10 stars worth of say mashup assignments, or design assignments, or audio assignments – there are ten different assignment categories. This model of having course participants collectively build the course assignments which are then used by students in future classes is a hugely significant pedagogical innovation.

I’ll always remember ds106 as the first ever online course with its own radio station ds106 radio. I was totally impressed by the enthusiasm, connection, and devotion the radio station generated in course participants. The pedagogical potential of a course radio station is an exciting but relatively unexplored opportunity. I’ve been disappointed to not see this innovation adopted by other initiatives.

ds106radio

The next big step for MOOC’s came in the fall of 2011 when Stanford Engineering professors offered three of the school’s most popular computer science courses for free online as MOOC’s – Machine Learning, Introduction to Artificial Intelligence, and Introduction to Databases. The Introduction to Artificial Intelligence course offered free and online to students worldwide from October 10th to December 18th 2011 was the biggest surprise. Taught by Sebastian Thrun and Peter Norvig this course really was massive attracting 160,000 students from over 190 countries.

AI

Pedagogically though these MOOC’s from Stanford were a step backward. The teaching and learning experience was comprised of watching video lecture recordings, reading course materials, completing assignments and taking quizzes and an exam. Gone were the rich pedagogical innovations from the earlier MOOC’s. Instead these MOOC’s simply migrated campus-based didatic methods of teaching to the online environment. Most disappointing of all was the absence of any effort to utilize the rich body of research that had already been done on how to teach online effectively.

While didactic, lecture based methods of teaching have long been the mainstay of bricks and mortar schools we know that this method of teaching does not transfer well to online. For this reason alone I’m not surprised MOOC’s have high drop out rates.

Sebastian Thrun’s experience teaching the Stanford Artificial Intelligence MOOC was so compelling that he left Stanford and raised venture capital to launch Udacity with a mission to change the future of education by making high-quality classes affordable and accessible for students across the globe.

Udacity

The Udacity FAQ provides some explanation of the pedagogy. Udacity courses include lecture videos, quizzes and homework assignments. Multiple short video sections make up each course unit. Each video is roughly five minutes or less, giving you the chance to learn piece by piece and re-watch short lesson portions. All Udacity courses are made up of distinct units. Each unit is designed to provide a week’s worth of instruction and homework. However, since Udacity enrollment is open, you can take as long as you want to complete Udacity courses. Udacity courses include discussion forums and a wiki for course notes, additional explanations, examples and extra materials. Each course has an area where instructors can make comments but the pedagogical emphasis is on self-study.

In a nod to the importance of discussion in online learning Udacity courses do have discussion forums where students can post any ideas and thoughts they have about the course, ask questions, and receive feedback from other students. Forum posts can be “up-voted” by other students simply by clicking a thumbs up button on the left side of the post. When a question or answer is up-voted, the student who posted it gains “karma points”. These points serve as a rough measure of the community’s trust in him/her. On the other hand, if a post is misleading, it will be down-voted. Various moderation tasks are gradually assigned to students based on those points. The inclusion of discussion forums is a definite plus for Udacity MOOC’s as they provide a means for students to help and learn from each other. Udacity should be encouraged to move beyond using discussion simply as an informal system of help to being a key means by which learning occurs and more tightly integrate discussion into the content and assignments.

Further indication of the importance of enhancing MOOC’s with social learning can be seen by the fact that Udacity students have begun to organize their own meetups where local students physically meet to study together, ask questions, and share ideas. Udacity has put in place a community site to help students do this and 3,199 students have formed study groups across 520 cities.

UdacityMeetups

In late December 2011 MIT announced edX with the aim of letting thousands of online learners take laboratory-intensive courses, while assessing their ability to work through complex problems, complete projects, and write assignments. As with other MOOC style offerings students won’t have interaction with faculty or earn credit toward an MIT degree. However, for a small fee students can take an assessment which, if successfully completed, will provide them with a certificate from edX.

edX

Pedagogically I find edX odd. First their primary goal as stated in their FAQ is to improve teaching and learning on campus. Say what? You want to do a MOOC that teaches tens of thousands of students online in order to improve teaching on campus?

Second edX describes one of its distinguishing features as supporting faculty in conducting significant research on how students learn. There is no mention of applying research coming out of online learning to edX. Its almost as if online learning has yet to be invented. This makes it seem that the edX MOOC students are merely guinea pigs whose learning data will be collected by faculty as research data and used to benefit and improve the learning experience of tuition paying on-campus students.

A third edX oddity is that it isn’t trying to levearge MIT’s own OpenCourseWare materials by combining them with innovative online learning pedagogies for use as MOOC’s. Its almost like MIT edX and MIT OCW are from completely different institutions that have nothing to do with each other.

The focus of edX so far seems primarily to be not on pedagogy but on engineering an open source MOOC platform. In a strange twist edX announced in April 2013 that it has merged its own software development efforts with Class2Go an open source MOOC platform developed by eight engineers in Stanford’s computer science department. I think its great that this platform will be open source but I’m mostly interested in the extent to which the tool builds in support for effective, scaleable online learning pedagogies.

class2go

Class2Go supports videos from professors with in-video quizzes, formative and summative exercises, and frame extracting that lets students jump to a specific part of a video. Does this sound like pedagogical innovation to you? The only concession I see to the rich research of online learning is inclusion of discussion forums to “get people talking.” I wish edX was a little less engineering centric and way more pedagogically centric.

Coursera founded by computer science professors Andrew Ng and Daphne Koller from Stanford University launched in April 2012 as an educational technology company offering massive open online courses (MOOCs). Shortly after launch Coursera was working with Stanford University, the University of Michigan, Princeton, and the University of Pennsylvania. By February 2013 Coursera had over 69 university partners and was offering courses in Chinese, Italian, and Spanish.

Coursera

Coursera is one of the few MOOC’s that actually describes its pedagogical foundations.

Coursera pedagogy involves video lectures, mastery learning, and peer assessment. Coursera is providing its university partners with a flipped classroom opportunity whereby the lecture, course reading, and to some extent assessment and peer-to-peer interaction for campus-based tuition paying students are handled in the MOOC with on-campus activities focused more on active learning. However, for Coursera MOOC participants who are not tuition paying campus-based students there is no active learning component. Although once again students are tossed a tidbit of social learning in the form of discussion forums. Lo and behold this actually improves learning as Clint Lalonde points out in “Online interaction improves student performance. Gee, imagine that.”

All of these new MOOC’s are focused on objectivist and behaviourist methods of teaching and learning. Their pedagogy is based on an assumption that when there are tens of thousands of learners social learning isn’t feasible. So instead of interaction with a person these MOOC’s focus on replacing the human social component of learning with a kind of artificial intelligence interaction with the platform. Coursera holds this up as good practice by noting, “Even within our videos, there are multiple opportunities for interactions: the video frequently stops, and students are asked to answer a simple question to test whether they are tracking the material.” Designing MOOC pedagogies based on what some are calling robot marking jeopardizes quality, learning outcomes, and ignores best practices in online learning.

I’m not the only one who thinks MOOC pedagogy needs work, see:
MOOCs and the Quality Question
What’s right and what’s wrong about Coursera-style MOOCs
MOOC pedagogy: the challenges of developing for Coursera

Students tend to find online behaviourist and objectivist learning pedagogies boring, impersonal, and not interactive or engaging. But those of us who have been working in the field and taken exemplary online learning courses know that in fact online learning pedagogies can be incredibly social even more so than campus-based courses. It is relatively easy to instructionally design online learning so that every student engages in deep discourse.

Early MOOC’s and exemplary online learning pedagogies recognize and utilize the breadth of knowledge and experience students participating in the course have. The magic of online learning happens when extensive effort is made to tap into student expertise through blogs, chat, discussion forums, wikis, and group assignments. Socio-constructivist and connectivist learning theories acknowledge and embrace the social nature of learning. Learning is not just acquiring a body of knowledge and skills. Learning happens through relationships. The best online pedagogies are those that use the open web and relationship to mine veins of knowledge, expertise, and connections between students, between students and the instructor, and between students and others on the open web.

The big new MOOC’s also seem to be ignoring Open Educational Resources (OER) and the incredible pedagogical affordances openly licensing course content brings. Many of the early MOOC’s were not just open in terms of enrollment they were open in terms of utilizing the open web, utilizing open content, and making continuous improvement of courses an integral part of the teaching and learning experience. The new MOOC’s seem intent on enclosing students in a closed environment that is locked down and DRM’ed in a proprietary way. See Coursera, Chegg, and the Education Enclosure Movement for a good description of this direction.

Like many of my Canadian brethren I mourn the loss of early MOOC pedagogical innovations and find diagrams like this that purport to show Major Players in the MOOC Universe a form of colonialism that attempts to rewrite MOOC history.

However, I do see MOOC’s as a major innovation and hold out hope that other MOOC providers will differentiate themselves by being open and by fully utilizing social learning.

NovoEd has caught my eye. New MOOC Provider Says It Fosters Peer Interaction

And OpenupEd the first Europe-wide MOOC initiative, launched with the support of the European Commission. OpenupEd is committed to Digital Openness using open source software, open access, and open educational resources for their MOOC’s.

Let me end with my own pedagogical recommendations for MOOC’s:

  • Be as open as possible. Go beyond open enrollments and use open pedagogies that leverage the entire web not just the specific content in the MOOC platform. As part of your open pedagogy strategy use OER and openly license your resources using Creative Commons licenses in a way that allows reuse, revision, remix, and redistribution. Make your MOOC platform open source software. Publish the learning analytics data you collect as open data using a CC0 license.
  • Use tried and proven modern online learning pedagogies not campus classroom-based didactic learning pedagogies which we know are ill-suited to online learning.
  • Use peer-to-peer pedagogies over self study. We know this improves learning outcomes. The cost of enabling a network of peers is the same as that of networking content – essentially zero.
  • Use social learning including blogs, chat, discussion forums, wikis, and group assignments.
  • Leverage massive participation – have all students contribute something that adds to or improves the course overall.


Open Access

GRIEF
RIP copy

ANGER
Lessig

LOSS
NYT3

January 11, 2013 Aaron Swartz committs suicide.
The year 2013 starts on a somber note, an open wound.

I never met Aaron but I found it interesting to learn he was involved with the launch of Creative Commons.
Those who come before you leave a legacy.

So Open It Hurts provides a sense of Aaron’s personality and significant events in his life. This video of Aaron describing his personal involvement in the defeat of SOPA adds his presence, humour, and sense of intelligent innocence.

Aaron was a strong advocate for open access. His troubling and sad death has led to a rise in public awareness of open access. As part of Open Education Week 2013, and in the spirit of Heather Joseph’s Honoring an “Open” Activist by Taking Action, I thought I’d take responsibility to cast forward knowledge of open access, in my own way, through this post.

OpenAccess

So what is this open access all about?

Open Access is the principle that research should be accessible online, for free, immediately after publication.

The Scholarly Publishing and Academic Resources Coalition (SPARC), an international alliance of academic and research libraries, has some great papers, guides and resources on open access. Their Open Access paper notes:

In the age of print, open access was physically and economically impossible. But thanks to the Internet, it’s an emerging reality. Now, the tradition of producing journal articles without expectation of payment combined with electronic publishing offers an unprecedented public good: the free online availability of peer-reviewed scientific and scholarly journal articles.

SPARC

You may not have realized that research isn’t openly accessible.
What, you’re saying, you mean publicly funded research isn’t openly accessible?
That’s right, it isn’t.

Farhood Manjoo in his Slate post How MIT Can Honor Aaron Swartz describes the current situation like this:

The world’s colleges now collectively spend at least $10 billion and probably more than $20 billion every year on subscriptions to academic journals and archives like JSTOR. Even worse, those costs are rising at an astronomical rate—by one calculation, the amount that a typical college library spends on annual journal subscriptions rose by more than 300 percent between 1986 and 2005, much faster than inflation, tuition, and most university budgets. (Note that this was during a period when many journals went electronic—a time when you’d expect their costs and, thus, their prices to go down, not up.) These prices keep rising because the market for journals is inelastic—since there’s no substitute for any specific journal, whatever price it charges, universities feel like they’ve got to keep paying. This is all explained very well in a paper called “The High Cost of Scholarly Journals (And What To Do About It),” which I’d recommend you read if it weren’t behind a pay wall.

The amount universities spend on journals is especially perverse when you consider that most of the research in those journals was produced by scholars affiliated with and supported by universities, government agencies, and philanthropic endowments, all of whom have an interest in spreading scholarship far and wide. When you stop to think about it, the whole process looks Rube Goldbergian: People who work for universities and are funded by the public are giving their work away to journals for free—and then the journals are charging universities to buy it back. They’re making enormous profits from the scheme, too. For instance Elsevier, one of the leading publishers of scientific journals, routinely reports profit margins of around 37 percent.

Michael Eisen in his post How academia betrayed and continues to betray Aaron Swartz further elaborates:

Although most academic research is funded by the public, universities all but force their scholars to publish their results in journals that take ownership of the work and place it behind expensive pay walls.

Centuries ago, when printing and mailing paper journals was the most efficient way to disseminate new knowledge, a symbiotic relationship developed between scholars, who had ideas they wanted to share, and publishers, who had printing presses and the means to convey printed works to a wide audience. Transferring copyright to publishers, which protected their ability to recover costs and profit from their investment, was a reasonable price for authors to pay to further their disseminating mission.

But with the birth of the internet, scholars no longer needed publishers to distribute their work. As NYU’s Clay Shirky has noted, publishing went from being an industry to being a button.

Had the leaders of major research universities reacted to this technological transformation with any kind vision, Swartz’s dream of universal free access to the scholarly literature would now be a reality. But they did not. Rather than seize this opportunity to greatly facilitate research and education, both within and outside the academy, they chose instead to reify the status quo.

Instead of encouraging their faculty to make their work widely available, virtually all universities send the unmistakable message to current and aspiring faculty that success in their career depends on publishing in the most high profile place you can. Since the most prestigious journals are generally old, this edict has the effect of stifling innovation in scientific communication. While countless alternatives to the traditional model have arisen, academics in most fields are reluctant to embrace them, fearing that doing so would harm their career prospects.

It is hard to account for this abdication on a university’s basic mission to produce and disseminate knowledge as anything but institutional laziness, as universities essentially farm out responsibility for screening job and promotion candidates to journals.

Absurdly, as soon as the scholarly output of our universities is in the hands of publishers, they immediately buy it back, spending billions of scarce institutional dollars every year in subscription and licensing fees to provide access to students and faculty, but leaving everybody else out in the cold.

Posting our PDFs is all fine and good, but the real way to honor Aaron Swartz is to combat this pervasive institutional fecklessness and do everything in our power to make sure no papers ever end up behind pay walls again. We have to demand that our universities alter their policies to reward, rather than punish, free scholarly publishing, and that they stop cutting the checks that keep this immoral system afloat.

Above all else we need to enshrine the principle that the knowledge produced in the academy is a public good whose value is greatly diminished by turning it into private property.

So eloquently put.
And yet so shocking, almost shameful.
You mean research funded by the public, isn’t available to the public?
You mean universities don’t embody the principles of open access?
Yes, I’m afraid so, that is what this means.

But that’s wrong, you say.
Well some go so far as to say it’s immoral!

OAimmoral

In a digital age open access is completely feasible.
Efforts to realize open access are underway.
Lets explore whats involved in going open access and progress toward that end.

Peter Suber’s Open Access Overview gives a really good summary of the ways and means of Open Access.
But let me start with practicalities.

How does one openly publish research?

Currently there are two main means of going Open Access.

1. Green Open Access (Self Archiving)
Green open access means self-archiving. Authors archive pre-prints (draft, uncorrected versions) and/or post-prints (the final version as it will be published) in repositories. Open Access repositories are institutionally based (OpenDOAR and ROAR are directories of institutional open access repositories), or connected to specific disciplines, such as arxiv for Physics or RePEc for Economics. When institutions host Open Access repositories, they take steps to ensure long-term preservation. Repositories can be searched with tools such as Google Scholar, and OAIster. Green Open Access involves authors publishing their work in any journal and then self-archiving a version of the article for free public use.

OpenDOAR

ROAR

2. Gold Open Access (Open Access Publishing/Journals)
Gold open access refers to open access publishing, particularly in journals. Open access journals, usually electronic journals are available to readers free of charge and openly accessible on the Internet. These journals aren’t behind a pay wall and don’t charge a subscription fee. Instead they employ different methods of paying for the publishing including sponsorship, grants, advertising, and submission fees charging the author-institution for refereeing/publishing outgoing articles instead of charging the user-institution. Two well-known open access publishers include BioMed Central (BMC) and Public Library of Science (PLoS) but there are many more. There are thousands of peer-reviewed journals listed in the Directory of Open Access Journals.

DOAJ

BioMed

PLOS

Scientists and scholars are not directly paid for their journal articles. They write journal articles to advance knowledge in their fields and their careers.

Journal publishers have historically required scholars to transfer copyright to the publisher before they will publish their work. Standard practice is for authors to sign a restrictive publication agreement, often called ‘copyright transfer agreement’, that essentially transfers copyright from the author to the publisher. Through this transfer authors give up rights and must ask permission from the publisher green open access their work. However, publishers only need permission to publish an article, they do not need to control the copyright as well.

SPARC has developed the SPARC Author Addendum, which is a “legal instrument that modifies the publisher’s agreement and allows you to keep key rights to your articles.” Scholars are encouraged to retain copyright through use of this addendum so they can post it in an green open access online repository.

Interestingly, most publishers (60+% according to Suber) already permit green open access. However many authors fail to take advantage of the opportunity. Funders and institutions who are in a position to put in place policy that ensures open access for 100% of published work by grantees and faculty have not stepped up to do so.

It’s puzzling why academics, institutions and funders don’t take action around open access. For scholars dissemination and citation of research work generates metrics on which their personal reputation and merit are based. Open access generates more readers, more recognition and more research impact. Astronomy researchers who made their Astrophysical Journal articles open access doubled the citation rate of their articles. Scientists who chose the open access option when they published in Limnology and Oceanography had approximately three times more downloads. (see SPARC’s Open Access paper for references). The most highly cited articles are open access. Open access increases the impact of research work, shortens the delay between acceptance and publication, and makes articles easy to find and use. Open access research work is visible to search engines and retrieval tools.

And its not just citations from other researchers that matter. Open Access makes research work available to anyone. Students who read and rely on scholarly publications are not locked out of accessing work their library doesn’t subscribe to. Faculty who assign literature readings as part of course packs can choose the best research articles available. Open access promotes sharing knowledge for the public good. Those who rely on research for innovation and economic development can advance faster.

The booklet Greater Reach for Your Research points out that;

“Research is more valuable when it’s shared. Sharing enables new research to build on earlier findings. It not only fuels the further advancement of knowledge, it brings scientists and scholars the recognition that advances their careers. In the digital world, the ways we share and use scholarly material are expanding – rapidly, fundamentally, irreversibly.

Exact measures of how much of the worlds research is currently available through open access are difficult but studies show approximately 20% of research is available through green open access and 2-17% available through gold open access. (References here, here, here, and here.) Despite the obvious benefits only a small percentage of research is available through open access.

But things are changing and going open access is picking up speed.
Open Access by the Numbers provides a great synopsis of progress, growth, and current status.

Landmark steps toward change go back a few years. In 2007 the US National Institutes of Health enacted a Public Access Policy that says:

“all investigators funded by the NIH submit or have submitted for them to the National Library of Medicine’s PubMed Central an electronic version of their final, peer‐reviewed manuscripts upon acceptance for publication, to be made publicly available no later than 12 months after official date of publication”

NIH

The NIH policy goes on to describe what is at stake with this policy listing:

  • Opening up to the public 90,000 new scientific articles each year reporting research that U.S. taxpayers have funded through NIH’s annual 32 billion dollar investment in biomedical research.
  • Putting current, quality research in the hands of scientists in industry and academia to accelerate the pace of discovery.
  • Creating a central repository of biomedical information that serves multiple audiences from researchers to students, from doctors to entrepreneurs.
  • Fostering progress towards the common goal of combating disease and improving health.

In 2008 the Canadian Institutes of Health Research (CIHR) followed suit with their Open Access Policy. Canada’s Natural Sciences and Engineering Research Council (NSERC), and the Social Sciences and Humanities Research Council (SSHRC) have also taken steps in support of open access and collectively the three principal funders of research and scholarship have established guiding principles around public access to research results.

CIHR

In the UK the 2012 Finch Report recommends publicly funded scientific research be made available online for anyone to read by 2014. See “Free access to British scientific research within two years“.

Finch

The US has a web site called We the People which provides an online way to petition the government to take action on a range of important issues facing the country. If a petition gets enough support, White House staff review it, ensure it’s sent to the appropriate policy experts, and issue an official response. In 2012 a petition to require free access over the Internet to scientific journal articles arising from taxpayer-funded research was created and rapidly generated over 65,000 signatures.

USPetition

In February 2013 the government responded with a directive to Federal agencies that requires those with more than $100 million in research and development expenditures to develop plans to make the results of federally-funded research publicly available free of charge within 12 months after original publication.

At the same time a Fair Access to Science and Technology Research Act (FASTR) is before Congress and making its way through the House and Senate. As SPARC explains in its SPARC Applauds White House for Landmark Directive Opening Up Access to Scientific Research press release “The Directive is a major achievement for both open access and open government. We should now take the next step and make open access the law of the land.”

As Peter Suber points out in his Second shoe drops: new White House Directive mandates OA the two approaches complement each other.

The early days of open access have focused on science but other academic domains are following suit.
See:
Project Aims to Bring PLoS-Style Openness to the Humanities
The Open Library of Humanities, (launched in Feb-2013) and
Mathematicians aim to take publishers out of publishing.

Open access is clearly transforming the publishing and public access of research. Two aspects of open access that continue to be refined are the need for, and duration of, an embargo period and the open licensing of research to permit reuse. Science publishing: Open access must enable open use makes the case for reuse.

Creative Commons licenses have emerged as the standard for licensing research articles. This chart from the Open Access Scholarly Publishers Association shows growth in use of Creative Commons CC-BY license

OASPAuseofCC

Aaron Swartz’s suicide generated much sorrow leading many to question the status quo.

Was Aaron Swartz right? Aaron Swartz Was Right.

Has the scientific journal industry been disrupted? After Aaron, Reputation Metrics Startups Aim To Disrupt The Scientific Journal Industry.

Will MIT honor Aaron and other open activists? How MIT Can Honor Aaron Swartz.

Will others take action like Nina Paley? Ahimsa: Sita Sings the Blues now CC-0 “Public Domain”.

For me Aaron Swartz’s suicide led to introspection and this exploration of open access. Writing this post has been a kind of eulogy and a revelation. Higher education has often been defined as having three distinct functions – research, teaching, and community service. As I see things now open access is central to research, open educational resources to teaching, and the overall principles of open the basis of community service.



An Exploration of Open Licenses and Financial Remuneration

October was an action packed month with the Creative Commons Canada Salon, Open Education Conference, and BCcampus OER Forum.

Some personal highlights:

The BC Ministry of Advanced Education, Innovation, and Technology open textbook announcement. This initiative will support creation of open textbooks for the 40 most popular first and second-year courses in the province’s public post-secondary system. The open textbooks will be openly licensed and made available for free online, or at a low cost for printed versions, to approximately 200,000 students. I’m especially pleased that BCcampus will lead the implementation of this initiative engaging B.C. faculty, institutions, and publishers through an open request for proposals. Tony Bates’ excellent blog provides additional insight and I personally am hopeful that some coordination can happen between BC and California where, in late September, Governor Jerry Brown signed two bills that provide for the creation of free, openly licensed digital textbooks for the 50 most popular lower-division college courses offered by California colleges.


Visual Notes of Honourable John Yap’s announcement at #opened12 (CC BY-NC-SA) by Giulia Forsythe

Giulia Forsythe’s graphic facilitation skills wonderfully captured the BCcampus OER Forum events too. See – BCcampus OER Forum Summary.

The Open Education Conference was fantastic this year. The jam-packed program had an amazing array of sessions organized around micro-themes including – world wide initiatives, business models, open textbooks, open assessment, alternate credentials, social media and OER, data and analysis, and open from a wide range of perspectives including legal, faculty, students and librarians. Open has clearly gone beyond content and is pervading the entire education sector. The conference web site program has presentation materials and audio streams from sessions. I encourage you to explore them and see for yourself how open education is evolving. A stand out highlight was the evening dinner boat cruise with an awesome OpenEd music jam featuring attendees plus Gardner Campbell and John Willinsky, two of the keynote presenters. A conference where the keynote speakers rock out – my kind of conference! Enjoy it yourself:



Special thanks to Novak Rogic for these awesome videos.

While there is a great deal to assimilate coming out of all these events, I find myself thinking about matters from the Creative Commons Canada Salon that took place in Vancouver 15-Oct-2012.

This event featured a panel of practicing artists sharing how and why they use Creative Commons licenses for their works. I found the remarks of documentary filmmaker Ian MacKenzie especially intriguing. Ian referenced the gift economy, alternative ideas on money and the public commons from the book Sacred Economics, and crowdfunding.

Here’s why this is occupying my thinking. There is a natural inclination to think that Creative Commons open licenses are in opposition to financial remuneration. The thinking goes like this: “If I license my creation in a way that gives others permission to freely access and use it I’m forgoing financial compensation associated with charging for access and use.”

As I consider this I am puzzled by what I see in education.

Lets say I’m an educator employed by a public educational institution. My salary is essentially paid for by public taxpayer dollars. Given the way the economy works – if you pay for a good you get that good, it’s natural to expect that works developed by the educator should be freely accessible for use by the public. Yet this is not the case. Course materials educators create during their publicly paid for employment are not freely available to the public that paid for them. Shouldn’t public funds result in a public good?

But, you might say, it takes money to make the course materials educators create available to the public. This is true, but digital changes the economics of doing so. With digital the cost of copying is close to $0. The cost of distributing digitally is close to $0 as was so eloquently laid out by David Wiley in his presentation at the BCcampus OER Forum. See David Wiley’s presentation in it’s entirety Why Open Education and OER, and their implications for higher education institutions.

Lets try a different example. Lets say I’m faculty engaged in research. I apply for research grants from the national government and use those grants to conduct my research. When I complete that research the results ought to be available to the public who paid for them. But, and this is what I find puzzling, public access to the results of research requires another payment of public money in the form of a journal subscription fee even when the journal is digital. Given that the peer-review process is also supported through public funds, the public ends up paying for something three times, as Dieter Stein outlined in his keynote “Open access: effects and consequences in the management of scientific discourse.” at the University of British Columbia’s Open Access Week. The public 1. pays the scientist, 2. pays to publish, and 3. pays to buy publication. Why does the public have to pay three times?

For more on this I highly encourage you to watch Open Access Explained? from PHD Comics.

See why I’m puzzled? The economics underlying public education are not in line with our expectations of how economies work and, even more puzzling, aren’t in the best interest of the public who is paying for it.

But let me come back to my earlier point. There is a natural inclination to think that Creative Commons open licenses are in opposition to financial remuneration. The thinking goes like this: “If I license my creation in a way that gives others permission to freely access and use it I’m forgoing financial compensation associated with charging for access and use.”

At least in the context of someone being paid by public funds an open license that gives others permission to freely access and use the work isn’t in opposition to financial remuneration. The financial remuneration took place. The Creative Commons license ensures the obligation to the public is fulfilled.

However, what if we look at this from the perspective of an artist, a writer, a musician, a filmmaker. I’d expect artists to be thinking, “I made this and if anyone is going to make money on it it’s going to be me.”

Is it possible to openly license your creative work and still make a living?

I keep coming back to this question as it seems fundamental and generalizable to everyone.
Special thanks to Martha Rans for ensuring it stays front and centre in my thinking.

And so with this question on my mind I paid special attention when Ian Mackenzie spoke at the Creative Commons Canada salon.


Ian Mackenzie speaking at the Creative Commons Canada salon.

My exploration of Ian’s remarks around the gift economy, alternative ideas on money, the public commons and crowd funding took me in interesting directions. Here’s a bit of what I found.

Sacred Economics is a radical rethink of societal values, the role of government, and the commodity we use as money. It envisions decentralized, self-organizing, emergent, peer-to-peer, ecologically integrated expressions of political will. Government becomes the trustee of the commons including “the surface of the earth, the minerals under the earth, the water on and under the ground, the richness of the soil, the electromagnetic spectrum, the planetary genome, the biota of local and global ecosystems, the atmosphere, the centuries-long accumulation of human knowledge and technology, and the artistic, musical, and literary treasures of our ancestors.”

Sacred Economics imagines an ecology of money with many complementary modes of circulation and exchange. In a sacred economy, money goes to those who “contribute to a more beautiful world – for community, for nature, and for the beautiful products of human culture.”

I’m not doing the Sacred Economics justice. There is much to admire and ponder in this work. For a more complete synopsis I encourage you to view Ian Mackenzies video on Sacred Economics.

I found the ideas on alternative forms of money intriguing and spent some time looking at Bit Coin see here and here.

I also ended up checking out a Policy Agenda for the Sharing Economy.

Ian has developed expertise with crowdfunding to the extent that he now offers consulting, strategy sessions and workshops on crowdfunding. His web site has a great list of crowdfunding resources and platforms. The crowdfunding platform listing is particularly interesting as it differentiates general crowdfunding platforms from specialized ones dealing with things like Business, Environmental, Scientific, Social Causes & Non-Profits and hey, even Education! Did you know that Scolaris crowdfunds personal scholarship fundraising?

How about Degreed? Degreed is crowdfunding to create the world’s first Digital Lifelong Diploma, which will ‘jailbreak’ the degree and enable learners to reflect everything they’ve learned, from any source, throughout their lives.

At Kickstarter there is a whole section devoted to artists who are seeking and getting remuneration for their Creative Commons licensed work. See http://www.kickstarter.com/pages/creativecommons.

As I consider larger world events around financial markets, bailouts, and countries massively in debt or bankrupt it makes we wonder whether indeed our current economic model and it’s underlying financial system is serving us well. Clearly a sharing economy, alternative forms of money, and crowdfunding are changing social norms. Whole new conventions around getting paid, raising money, and making an investment are emerging.

Creative Commons licenses are situated within this changing landscape. As I explore the financial remuneration opportunities associated with use of Creative Commons licenses it’s important to point out that Creative Commons license options specifically offer creators choices around licensing their work in ways that provide others with permissions that specify commercial or non-commercial use. An artist who openly licenses their creative work with a Creative Commons license can do so in a way that specifies that users can copy, adapt, modify, publish, display, publicly perform and communicate the work but only for non-commercial purposes. This ensures any financial remuneration coming from the work goes to the creator. On the other hand it encumbers the work with restrictions that may prevent users from using the work in innovative and entrepreneurial ways which the creator could benefit from downstream.

There are a great many differing opinions out there around the suitability of different Creative Commons licenses for different use cases. In fact this is a hotly debated topic right now. See:

I especially appreciated David Wiley’s observations on these discussions in a 27-Nov-2012 Oer-community post where he commented:

“Just as there is not One True License, there is not One True Perspective on this debate. A few examples:

  • Some people look at OER issues from the perspective of the content, and some see them from the perspective of the people who use the content. Content-p drives people to favor SA licenses, to insure that derivatives of the content always remain free. People-p drives people to reject SA, so that derivers always remain free to license their derivatives as they choose. Which is the One True Perspective?
  • In this thread we have already seen people who view NC from the perspective of the licensor and others who see NC from the perspective of the licensee. Licensor-p sees NC as enabling and facilitating commercialization. Licensee-p sees NC as forbidding commercialization. Which is the One True Perspective?
  • As we’re also seeing on this thread, we can look at OER from the perspective of Access to content (without which permissions granted by licenses are meaningless) and from the perspective of the permissions granted by Licenses. I recently discussed these two perspectives in more detail on my blog (http://opencontent.org/blog/archives/2596). Which of these perspectives is most important? Which is the One True Perspective?
  • As a final example, some people look at “open” from the perspective of a Bright Line test, while others take a more Accepting perspective. Bright Line-p enables people to make clear distinctions between what is and what is not open. Accepting-p enables people to recognize and value movements toward becoming more open, without passing judgments on people who “aren’t there yet.” Which of these is the One True Perspective?

…LICENSING ARGUMENTS ARE ARGUMENTS OF PERSPECTIVE. When we argue that one particular way of licensing is better than others, we’re really arguing that one perspective is better or truer than others. In other words, whenever we make an argument that says “everyone should use a [free | NC | etc.] license,” we are making a _religious_ argument – an argument which dictates the perspective by which we think everyone else should be judged.

When we move licensing outside the realm of religion, we can recognize the … importance of perspective. We can also realize that, depending on the peculiarities of a specific context and the personal or organizational perspectives of a specific licensor, different licenses will be optimal under different circumstances.

It would be great if the world were simple enough that One License to Rule Them All could exist, but it doesn’t. I wish to Heaven we would stop arguing about it, and just respect individuals and organizations to understand their own contexts, goals, and perspectives sufficiently well to pick the license that best meets their needs.”

There clearly are two sides to the open licensing equation. On one side is the creator or licensor of the work. On the other side is the user or licensee of the work. Openly licensing creative works entails considerations of both. Personally I prefer a range of licenses that provide creators choice in specifying open permissions and limitations. One assertion I’d make is that the more open the license the greater the market participation and the greater the innovation opportunity.

As you can tell I’m very interested in understanding the business models associated with open licensing. There is so much more to explore but let me close this post with a couple of additional examples of how Canadian artists are using Creative Commons licenses.

OK, lets take fellow Canadian Brad Sucks latest album “Out of It”.

Brad sells direct from his own website. You can buy the CD & all the MP3s or just the MP3s as a whole album or individually. Brad recommends a price for each but Brad offers flexible pricing – you can type in whatever price you’re willing to pay or download all the MP3s for free. Brad licenses the whole thing with a Creative Commons (CC-BY-SA) license and encourages you to copy and share with your friends.

In his blog about the album he says:

“The only reason I, a dude who made an album by himself in a country basement, has had any sort of success is because people took it upon themselves to share my music with their friends. They remixed it, they used it in their videos, they played it on their podcasts, they included it in software and games and it took on a life of its own.

To sabotage that would be a huge, retarded mistake. Instead I’ll be grateful if Out of It worms around the world in even close to the same freaky way I Don’t Know What I’m Doing did and continues to.

Anyway, this is a long way of saying I love you Internets. Thanks for all your support and I hope you like Out of It.”

Hmmm, interesting. One way artists are making this work is by going direct to fans via the web. The Internet and digital formats change the economics reducing the need for middle men publishers and distributors. Personally I’d prefer as much financial remuneration for artistic creative works as possible go directly to the artist so I’m thinking this is a positive direction overall. It’s also fascinating to see flexible pricing and encouragement of copying.

One final example. Celine Celines based in Montreal has started a new company of open fashion. Using open data and Creative Commons (CC-BY) licensed images from NASA Goddard Photo and Video’s Flickr photostream her first collection is a series of silk scarves. The Hubble images captured on silk are beautiful – see for yourself at her online boutique gallery. This is an interesting example of a user/licensee, Celine, making a creative work out of a creator/licensor NASA image in a way I expect NASA never imagined.


Large silk scarve (CC BY-NC) by Celine Celines

I’ve only just begun to explore the possibilities.
The range of business models and opportunities is vast and varied.
Lots more to come in future blog posts.



Sips From An Open Firehose

It’s great to be immersed in all things open at Creative Commons. My colleagues are very tapped in to open efforts around the world and a steady stream of news and developments flow across my screen every day. Actually steady stream is an understatement – it’s like drinking from a firehose. Let me share with you a few of those sips.

Open Textbooks

Open Textbooks are hot. At a time of economic and financial constraint with students are taking on more and more debt it’s worth seeking solutions that save governments and students money. There is an economic argument for open.

Earlier this year we saw OpenStax College release Physics, Sociology, Anatomy & Physiology, and Biology free open textbooks targeted for use with high enrolment undergraduate intro courses. See:
Rice University And OpenStax Announce First Open-Source Textbooks
Why Pay for Intro Textbooks?

Online Schools.org released a great info graphic Open Source (The Affordable Future of College Textbooks)

The Saylor Foundation’s Open Textbook Challenge Wave I Winners were announced. Saylor open textbooks are now available on their Saylor iTunes site and via sites like Good Semester.

In late September California Governor Jerry Brown signed two bills that provide for the creation of free, openly licensed digital textbooks for the 50 most popular lower-division college courses offered by California colleges. The textbooks developed will be made available under the Creative Commons Attribution license (CC BY) allowing others to use, distribute, and create derivative works based upon the digital material while still allowing the authors or creators to receive credit for their efforts.

20 Million Minds created a fascinating info graphic Embracing the Future: Free College Textbooks showing the benefits associated with this initiative.

Turning up the heat the Association of American Publishers put out a This Road to “Free” is Paved with Misinformation news release and AAP’s Roadmap to Misleading Infographics giving their analysis of the 20 Million Minds infographic. Leading to the PR Newswire story Publishers announce roadblocks to CA’s Open Road to Free College Textbooks where 20 Million Minds replies.

Clearly the publishing industry is in the midst of change similar to that of movies and music. I’m amazed that the publishing industry does not see open as an incredible business opportunity. The publishing industry’s historical role is to select expertise, support content creation which they then vet, edit and assemble into well designed, engaging formats, with high production values which they then market, sell and distribute. The publishing industry is being handed a gift – millions and millions of dollars of vetted high quality content available to them to freely use for business purposes. Sure this is a disintermediation of parts of the publishing industry supply chain. However, there is still a huge need for the curating, assembling, designing, creating engaging activities around content, and the assembly of content into formats that are then marketed, sold and distributed. I’d like to see the publishing industry stop bemoaning their fate and be less adversarial to these innovations. The publishing industry has a huge opportunity in front of them and ought to embrace the greater diversity of expertise being made available to them for free and innovate new forms of publishing that better support market needs.

In the K-12 space open textbooks are emerging in a slightly different context. In Sept 2012 the State Educational Technology Director’s Association (SEDTA) released Out of Print: Reimagining the K-12 Textbook in a Digital Age. This fascinating report describes how digital formats impact student learning and engagement and support personalized learning. Profiles of how different States are adopting digital policy and practices are outlined including initiatives that seek an approach that modular, flexible digital resources that don’t lock the entire class into a rigid sequential learning structure. In K-12 there is the potential, especially around Common Core curriculum to develop new digital resources that are used for subjects like Math and English Language Arts across many states.

And open textbooks aren’t just happening in the US other parts of the world are making similar initiatives. See Digital School program with open textbooks approved by Polish government! for a European example.

MOOC’s

This past summer has seen a flurry of activity around MOOC’s as new education initiatives like Coursera, EdX, Udacity and others seek to reach thousands of learners by providing free access to education. Consider this ambition for large class sizes against long traditions of strike action by teachers over class sizes and enrollment limiting practices – proximity, marks, and money.

For me MOOC’s are a form of open pedagogy and I found George Siemens’ MOOCs are really a platform of interest for the way it differentiated connectivist cMOOCs from the newly emerged xMOOCs. While both MOOC types provide free access cMOOCs emphasize creation, creativity, autonomy, and social networked learning while xMOOCs emphasize a more traditional learning approach through video presentations and short quizzes and testing. As George puts it “cMOOCs focus on knowledge creation and generation whereas xMOOCs focus on knowledge duplication”.

MOOC’s have generated a slew of analysis and critique related not just to pedagogy but to credentialing (here, here, and here for example), and completion rates (here and here for example).

In September 2012 Sir John Daniel, during his time as a Fellow at the Korea National Open University (KNOU), wrote a research paper Making Sense of MOOCs: Musings in a Maze of Myth, Paradox and Possibility. In this paper Sir John examines the state of MOOCs today across a range of dimensions. Sir John makes a number of wonderfully provocative observations particularly around credentialing where he notes the MOOC dilemma that what decides whether or not a student can obtain a degree is determined not by their mastery of the courses, but by the admissions process to the university, which he calls “untenable nonsense”.

MIT Challenge

A little over a year ago Scott Young set himself a challenge. He committed to learn the entire 4-year MIT curriculum for computer science, without taking any classes. How is this possible? Well Scott tapped in to MIT’s OpenCourseware. You can see the rules he set for himself and his learning progress here.

On September 26, 2012 after 11 months and 26 days Scott finished the last project and exam for the MIT Challenge. Over that period of time he completed 33 courses including passing final exams and completing the programming projects. Check out The MIT Challenge is Complete to hear his summary of what he learned.

Given the discussion around the MOOC credentialing it is interesting to contemplate whether Scott should receive or even wants some certification/credential recognition from MIT.

When it comes to learners engaging in study using Open Educational Resources and formally receiving academic credit for their accomplishments the OERu and its growing list of academic partners are leading the way. I expect the OERu will be the first to solve this conundrum in a way that works for students around the world.

Year of Open Source

Scott Young’s story is an interesting example of someone pursuing personal and professional development through intensive immersion in open educational resources. Here’s another story of someone setting themselves a year long open challenge.

As described in his press release, Berlin-based filmmaker Sam Muirhead is abandoning all copyrighted products and switching to open source software, hardware, and services for one year, as the subject of his own series of online documentary videos. He aims to raise awareness of open source projects and methods, and get people from outside the tech world interested and involved in Open Source.

Over the course of his year of open source Muirhead will make his own Open Source shoes, jeans, toothbrush and furniture (and release the designs for others). He’ll be using Open Source educational methods to learn Turkish, avoiding food grown from copyrighted seed strains, and abandoning Apple software.

When asked what he hoped to achieve by only using Open Source solutions for everything in his life, Muirhead stated, “Open source is a fascinating way of collaborating, of creating, and working together for common goals, but it’s seen by most as something only relevant to software. By bringing it into ‘real life’ and adapting it to everyday purposes, I hope to get people thinking about how Open Source could work in their lives.”

Open Knowledge Festival

In September 2012 the first ever Open Knowledge Festival was held in Helsinki Finland. I didn’t attend but I found the topic streams of particular interest:

  • Open Democracy and Citizen Movements
  • Transparency and Accountability
  • Open Cities
  • Open Design, Hardware…
  • Open Cultural Heritage
  • Open Development
  • Open Research and Education
  • Open Geodata
  • Open Source Software
  • Data Journalism and Data Visualization
  • Gender and Diversity in Openness
  • Business and Open Data
  • Open Knowledge and Sustainability

I like this expansive and comprehensive list of the way open is manifesting itself and impacting so many dimensions of society and culture.

Open Policy Institute and School of Open

On October 3-5, 2012 Creative Commons hosted a convening of open experts from around the world on an Open Policy Institute and School of Open. I was fortunate enough to be a participant along with colleagues from a range of organizations such as Mozilla, Wikimedia, OECD, SPARC, FSF, OKFN, P2PU, OCWC, and others. Thought people might find these initiatives of interest so here’s a snippet about each.

Creative Commons developed an Open Policy Institute one page description that says:

“Open policy advocacy efforts are generally tied to specific institutions or bodies of government, and as a result are decentralized and disconnected from similar initiatives. Moreover, there is little emphasis on sharing knowledge between these entities, despite their common goals.

Institutions and governments around the world frequently reach out to Creative Commons, seeking assistance to develop strategies to increase the adoption of open policies. The need for support and leadership around open policies was amplified at Creative Commons’ 2011 Global Summit, when affiliates from 35 countries called for a central hub where open policies could be shared and discussed.

Early adopters of open policies have created knowledge resources that could be broadly useful, but because these resources are not widely disseminated, momentum for adoption in other locales is hindered. Open policy advocates and supporters are calling for centralized access to existing open policies, sample legislation, and action plans for how they were created and enacted.”

Input into the Open Policy from participants was wide and deep. While much work remains to be done it’s clear the Open Policy Institute will bring together best practices, policy models, effective strategies and resources to help governments, institutions and advocates make the case for why and how to implement open policies.

Two repositories of open policy already exist. The ROARMAP is a registry of open access policy and the Open Educational Resources (OER) Policy Registry, is a database of current and proposed open education policies from around the world.

It would be great if the Open Policy Institute develops/showcases policy for each of the following:

  • national government
  • state/provincial government
  • municipal/city government
  • school district policy
  • college/university/school policy
  • organizational policy (e.g.. libraries, museums, galleries, …)
  • technology/platform policy (eg. terms of use)

I’d even like to suggest there is policy that can be adopted at the individual level, but then your target audience starts to include everyone. However, there is a tendency to see policy as the responsibility of government only. By providing policy for a broad target audience we can empower all entities no matter what level to take some initiative around policy. This creates a scenario where policy is happening top down, bottom up, and diagonally at the same time.

My colleague Jane Park at Creative Commons is doing an awesome job of creating a School of Open in partnership with Peer2Peer University. Jane developed a one pager on the School of Open that says:

“The School of Open will provide online educational resources and professional development courses on the meaning and impact of “openness” in the digital age and its benefit to creative endeavors, education, research, and beyond. Individuals and organizations will learn how to use free technology and tools, such as Creative Commons licenses, to achieve their goals. Participants will also learn how to overcome barriers they run into everyday due to legal or technical restrictions.

Why?
Universal access to and participation in research, education, and culture is made possible by openness, but not enough people know what it means or how to take advantage of it. We hear about Open Source Software, Open Educational Resources, and Open Access… But what are these movements, who are their communities, and how do they work? Most importantly—how can they help me?

Learning about “open.”
The School of Open will offer courses on the meaning and application of “open” on the web and in offline environments. Courses will be powered by mentors and learners like you, and will be organized into study groups that leverage free and open resources and tools for collaboration. Artists, educators, learners, scientists, archivists, and other creators already improve their fields via the use of open tools and materials. So can you. A long-term objective for the School of Open is to offer certification on the skills learned, so that you can help others take full advantage of what the digital age has to offer. Current courses include Teach someone something with open content and Get CC Savvy.”

Big thanks need to go out to the international participants who all contributed great ideas for the future development and enhancement of the Open Policy Institute and the School of Open.

Creative Commons Canada Vancouver Salon

Before I left BCcampus to join Creative Commons I helped relaunch the Creative Commons Canada Affiliate. I’m thrilled to see the Creative Commons Canada web site launch and look forward to participating in the Creative Commons Salon Vancouver – October 15th featuring a panel of practicing artists who will share how and why they chose to use Creative Commons licenses for their works including a discussion on the changing landscape of creative practice, intellectual property and participatory culture.

This event if free and open to anyone interested in attending. Hope to see you there!

Open Education Conference

I’m super pumped for the 9th annual Open Education Conference taking place in Vancouver this year October 16-18, 2012. It has been a privilege this year to be part of the planning and program committee along with a bunch of people I admire. The theme this year is Beyond Content which is reflected in the program micro themes:

  • Alternative Credentials
  • Business Models
  • Data and Analysis
  • Developing and using OER
  • Institutional Adoption
  • Legal Aspects of OER
  • Librarians and OER
  • Open Assessment
  • Open Textbooks
  • Social Media & OER
  • Student Perspective
  • The Unexpected
  • Theoretical Underpinnings
  • Transformation, and
  • World Views

In addition to some outstanding keynotes this year we’re trying a couple of experiments – the Remixathon and the Pitchfest.

The Remixathon brings focus to a relatively untapped aspect of OER – the fact that open licenses allow for remixing and creation of derivative works. We thought it might be interesting in the spirit of hackathons to organize a remixathon. Conference attendees were asked to submit OER for the opportunity to be remixed. We got lots of great submissions so from October 12 through Oct 18 we’re hosting a remixathon in SCoPE. The remixathon kicks off with a Blackboard Collaborate webinar where each person who submitted OER describes the resource along with envisioned enhancements. The SCoPE discussion forums will allow face-to-face and virtual participants to discuss and share enhancements over the ensuing week. We’ll showcase the before and after OER on the last day of the conference.

The Pitchfest idea is similar to that of someone making a pitch to venture capitalists (think SharkTank or Dragon’s Den). The basic idea is that many people are looking for others to adopt, utilize or otherwise invest social or financial capital in their Open Education initiative. At 3:45pm on Tuesday October 16th at the Open Education conference people representing projects, companies and ideas will have 4-5 minutes a piece to make their best pitch to the audience. You can see a list of who is making a pitch and what their pitch is about here.

To cap it all off this years Open Education Conference is having an OpenEd12 Jamcamp on a special boat cruise we’ve organized. I’m expecting to shake a leg and maybe even sing or play. I’d love to be the brass section for this bunch – where is my old trumpet anyway?

BCcampus OER Forum

I’m proud to be facilitating the BCcampus OER Forum for senior BC post-secondary institution representatives in Vancouver on the afternoon of October 18, 2012. The objectives of the session are to develop a common understanding of what OER could mean for BC and build a shared vision of how to develop and use them. The session will also consider ways BC can take advantage of the promise of open educational resources and open textbooks.

Having worked on open initiatives at BCcampus from 2003-2012 prior to joining Creative Commons I really hope that this event builds out a strong interest and direction. We’ve organized a fantastic key speaker (David Wiley) and panel (Alan Davis, Cable Green, Brian Lamb) asking them all to suggest “action plans” for BC. The BCcampus OER Forum is a wonderful opportunity to put on the table real action plans for institutions, heads of teaching and learning centres, VP’s/Presidents, and government. Action can be small or big, policy or practice, cost or no-cost. Action can be something an institution pursues autonomously or done in collaboration with others across the BC system and globally. This event provides us with the opportunity to move BC forward so hearing action plan recommendations will be very helpful for the Ministry, for institutions, and for BCcampus. Can’t wait to see what emerges.

******

For me, across these events, open is a gathering force. Not just in education. I sense a greater strength in breadth of impact across cities, design, culture, research, democracy, journalism, and business. Perhaps not a fire hose, a rising tide?



Copyright and Personal Transformation

Packed up my office at BCcampus, took down the artwork, threw away the small amount of paper archives I had, loaded up the pickup truck, and closed the office door behind me. Thus ends almost 9 years at BCampus – the longest I’ve worked anywhere.

Judging by whats in the truck it’s amazing how small a footprint I’ve had. A rug, an odd ToDo chair that has been my place of work (instead of a desk), and a lamp that I like beside me – especially in the dark rainy days of winter.

On the other hand I’ve been sent e-mails by many people across BC’s post-secondary system expressing thanks and saying I’ve been an inspiration. Oh my, maybe that footprint is bigger than I think. To be honest I’ve been surprised by what many people have said in their e-mails to me. I had no idea they felt that way or thought those things – in some respects I wish I’d known!

BCcampus has been an amazing learning experience for me and I’m grateful to my senior management team colleagues, the entire BCcampus staff, the Ministry of Advanced Education, and the broader network of connections I’ve made across higher education. I feel privileged to have had the opportunity to help create BCcampus and believe it has become a world class innovation that is both an inspiration and an accomplished provider.

My career has followed an adult learning and educational technology trajectory, for which there has been no career path. All of us in educational technology are inventing our own careers and so I’m particularly delighted with this most recent turn as my career path leads me to Creative Commons. I’m taking everything I’ve been doing at BCcampus and moving it up onto an international level where I hope to have more impact. I look forward to engaging with others who are adopting open willingly, strategically, and with some excitement.

I’ve written extensively in this blog about my own personal experiences with Open Educational Resources and with the open movement more broadly. I’ve come to see “open” as a fundamental change not only for education but for society and the world at large. I can imagine a world where the sharing efforts of all raise the bar on standards of living and create a new global economic future based not so much on growth but on better global use of collective works.

This blog has been quiet over the last few months as I’ve been dealing with the practicalities of wrapping up BCcampus work and making arrangements for my new role at Creative Commons*. I’ve also been fortunate enough to have some off grid time at Pacific Rim National Park near Tofino on the west coast of Vancouver Island where life was barefoot in nature, walking the beach, and riding boogie boards in the big surf. Time immersed in nature with no phone, no e-mail, no computer, no TV is wonderfully liberating and I came back rejuvenated and raring to go.

While I haven’t written much I have been following with great interest a number of significant developments including:

  • AUCC, ACCC, and Canadian university and college settlements with Access Copyright
  • Passing of new Canadian copyright legislation
  • Canadian supreme court ruling on copyright cases
  • UNESCO Paris OER Declaration
  • Adoption of MOOC’s by elite universities and for profits – edX, Coursera, Udacity, …
  • UK and European adoption of open access requirements for publicly funded research
  • developments around Creative Commons version 4 and release of new Creative Commons license generator

Thought I’d get back in to the swing of things by writing a short synopsis on some of these:

AUCC, ACCC, and Canadian University and College Settlements with Access Copyright

Most countries have copyright collectives – organizations which collect royalties or payments from licenses, performances, and even blank media, for the ostensible purpose of distributing it to copyright holders, creators, or engaging in activities which benefit copyright holders or creators. In Canada we have Access Copyright. Back in June 2010 Access Copyright proposed new interim tariffs that would raise the fee they collect from post secondary institutions across Canada from about $5/student to $35/45 per student. Amazingly this was proposed without business case financial justification and without any disclosure of the catalog of works in both print and digital form that they represent. In addition Access Copyright expanded definitions of what a copy is in highly contentious ways and mapped out extensive reporting and access requirement expectations.

Access Copyright’s proposed interim tariffs, new copyright definitions and reporting requirements were met with widespread objections from CAUT, ACCC, AUCC, CLA, Canadian Alliance of Students, and others. I wrote about this development in Jan 2011 Access Copyright’s Royalty Demands Spark Interest in OER. By May 2012 at least 34 Canadian colleges and universities had opted out of Access Copyright.

In January 2012 the University of Toronto and the University of Western struck special deals with Access Copyright agreeing to an interim tariff rate of $27.50. This was met with considerable dismay Critics say universities paying to hyperlink is ludicrous such that the UofT Faculty Association Questions the Access Copyright Agreement.

In April 2012 the Association of Universities and Colleges of Canada (AUCC) reached an agreement with Access Copyright agreeing to interim tariff rate of $26. Amazingly this deal was struck secretly, behind closed doors, without communication with AUCC’s own members.

At the end of May 2012 Access Copyright Announces Agreement With the Association of Community Colleges of Canada on a Model Licence for $10 per student.

OK, let me see if I have this right, Access Copyright starts out saying the fee per student will be $35-45. They then negotiate agreements with various organizations for rates of $27.50, $26, and $10. The variation in rates is puzzling. There was no business case explanation for the initial interim tariff fee and there has been no explanation for the reduced fees. On what basis are these rates being set?

These agreements continue to be widely questioned – The Best Possible Outcome for Universities, Really?, Why Universities Should Not Sign the Access Copyright – AUCC Model Licence, A Bad Deal: AUCC/Access Copyright Model License Agreement with many calls for universities not to sign the agreement. Some universities, like the University of British Columbia had taken bolder more principled positions.

While I (and many others) are critical of the way Access Copyright is handling its mandate I want to be perfectly clear that I personally believe writers, artists, musicians and other creators should be fairly compensated for their work. An artists life is frequently one of poverty (aside from the mega hit makers) which I think undervalues their cultural importance. However, I question whether collection agencies like Access Copyright are really serving the needs of creators – a view somewhat substantiated by Brian Brett Speaks Out: An Open Letter on Access Copyright and the Canadian Copyright Emergency. Third party middle men intermediaries seem more intent on funding their own activities over those of the creator. As William Patry notes in his book How to Fix Copyright “The largest problems facing authors today are not unauthorized uses but the obstacles put in the way of buyers willing to pay for access to or copies of the work. I hope this changes as new web-based business models emerge that allow creators to get paid directly.

Passing of New Canadian Copyright Legislation

In June 2012 the Canadian House of Commons passed the Copyright Modernization Act Bill C-11 reforming Canadian copyright law. The new law has a significant impact on education expanding the conditions under which educators can use a copyrighted work without the permission of the copyright holder. Changes in the new act include:

  • Expansion of fair dealing to education, satire and parody. (Am I the only one who finds it deliciously amusing to find education lumped with satire and parody? I”m sure Canadian comedy shows like This Hour Has 22 Minutes and the Rick Mercer Report are pleased at the inclusion of satire and parody). Fair dealing allows educators to use copyrighted works for private study, research, criticism, review, and news reporting. There is no explicit definition of what fair dealing means. Essentially you have to use the Supreme Courts six criteria for evaluating fair dealing – 1. the purpose of the dealing, 2. the character of the dealing, 3. the amount of the dealing, 4. alternatives to the dealing, 5. the nature of the work, and 6. the effect of the dealing on the work. While these six criteria are useful, the lack of a clear definition means that for most educators fair dealing is, and will continue to be, vague and ambiguous.
  • Non-commercial user generated content. The new act distinguishes between commercial and non-commercial use. Non-commercial user generated content gives educators greater liberty to create instructional materials (within the parameters of fair dealing) as long as the use is non-commercial.
  • Internet publicly available materials. This exception gives educators permission to reproduce and communicate works that are publicly available on the Internet. This will be a major relief for educators who are increasingly tapping in to digital web-based content. Under the new act this educational use of publicly available Internet materials is allowed as long as the audience is comprised primarily of students and the works in question are 1. legitimately posted by the copyright holder, 2. not accompanied by a statement prohibiting such reproduction, and 3. not protected by digital locks. This provision makes Access Copyright’s assertion that even a hyperlink is a copy for which users must seek permission seem bizarre.
  • Public performances in schools. The new act allows instructors to display films and other media works in class, provided that the works have been acquired legitimately. This amendment lifts restrictions that required educators to acquire rights for public performance before they could show such materials. Coupled with the Internet publicly available material exception educators will now be free to include videos and other materials from sites like YouTube in their instructional materials.
  • Technology neutral display exception in schools. The old act limited allowable technology reproduction to an overhead projector. The new act is more technologically neutral allowing for display via video projectors and other technological devices.
  • Online transmission of lessons. The new act allows educators to create “fixations” (weird terminology given that a fixation often refers to someone with an obsessive attachment) of lessons and transmit these fixations to students over the Internet. In addition to weird language this exception has some strange requirements that are not particularly in line with pedagogical practice. The institution must destroy the fixation within 30 days after students have received their final course evaluations. And students are to be prevented from reproducing more than a single copy of the lesson for personal use which they too must destroy by the 30-day deadline.

For additional information BCLA has provided a Bill C-11 Guide for Academic Instructors that outlines how the new bill affects education. Michael Geist provides a good summary of the overall outcome including a side-by-side table comparing the old act to the new act The Battle over C-11 Concludes: How Thousands of Canadians Changed The Copyright Debate.

While these changes give educators more permissions and clarity on what is allowed and not allowed I still think the best way to avoid the copyright minefield is to use Creative Commons openly licensed materials whereby the copyright holder explicitly gives permission. Using Creative Commons licensed resources removes the fear of litigation that shrouds copyright.

Canadian Supreme Court Ruling on Copyright Cases

In July 2012, amidst the tumult of copyright deals and reform, the Canadian Supreme Court made rulings on five copyright cases. These rulings were made using the old copyright act not the new one which has yet to come fully in effect. Reading these rulings was a breath of fresh air – clear lucid thinking well argued.

One area of ruling was around the nature of fair dealing. As described above fair dealing lacks a clear concise definition. Sam Trosow does a nice job of analysing pertinent Supreme Court considerations and findings related to fair dealing – see SCC decisions provide clear guidance on fair dealing policies. The ones that stick out for me are:

  • fair dealing is an important users right
  • teachers share a symbiotic purpose with students/users who are engaged in research or private study. Photocopies made by a teacher and provided to students are an essential element in the research and private study undertaken by those students.
  • “Private study” does not mean in solitude or geographically separate from the school. Students in a classroom can be engaged in private study.
  • Research can be piecemeal, informal, exploratory, or confirmatory. It can in fact be undertaken for no purpose except personal interest.

Howard Knopf seems equally proud of the Supreme Courts rulings and provides a comprehensive summary at A Proud and Progressive Pentalogy Day in Canadian Copyright Law.

These Supreme Court rulings affect Access Copyright and the negotiated deals it has struck with various organizations. Clearly those deals are far more restrictive than necessary and in some cases have institutions paying fees for activities they are fully allowed to do under law. Michael Geist provides an interesting take in Why the Supreme Court’s Copyright Decisions Eviscerate Access Copyright’s Business Model.

Who knew that copyright had such high drama! Great potential for a TV series.

In tracking all of these copyright related activities I’ve come to appreciate the increasing involvement of the public and emergence of outspoken voices. I’m particularly thankful for the coverage and analysis the following people have provided:
Michael Geist
Howard Knopf
Sam Trosow
Ariel Katz

Expect I’m not the only one who has learned a lot from these people.

While I admire and appreciate the analysis the above people are providing I’ve been surprised by the lack of coverage of open licensing using Creative Commons licenses as a means of cutting through the complex and often vague rights and permissions of copyright. If educators want to completely free themselves from being encumbered by copyright complications they should use and produce Creative Commons licensed resources instead. Doing so simplifies matters enormously.

As more and more organizations develop copyright guidelines and tools for faculty and staff to use (such as this one at the University of British Columbia http://copyright.ubc.ca) I look forward to side-by-side workflow diagrams that compare the process you must go through to ensure you are allowed to use something under copyright vs the work flow process you must go through to ensure you are allowed to use something that is openly licensed via Creative Commons. The copyright workflow will inevitably be comprised of innumerable steps with many if/then branches leading to stop signs or legal counsel interpretations of possible risk. The Creative Commons license workflow will be one step or, in the case of non-commercial and share-alike versions, two or three steps, after which it’s clear sailing with no legal counsel intervention and no risk.

UNESCO Paris OER Declaration

I’m not the only one seeing the potential for open licenses and open educational resources to create new models of education. In June 2012 the World Open Educational Resources (OER) Congress took place in Paris, France. Organized by UNESCO and the Commonwealth of Learning (COL), the World OER Congress brought together Ministers of Education, human resource development representatives, senior policy makers, expert practitioners, researchers, students and others to:

1. Showcase the world’s best practices in OER policies, initiatives, and experts
2. Release a 2012 Paris OER Declaration calling on Governments to support the development and use of OERs
3. Celebrate the 10th anniversary of the 2002 UNESCO Forum that created the term OER

UNESCO member States unanimously approved the Paris OER Declaration (pdf).

This Declaration is the result of a yearlong process, led by UNESCO and the COL with regional and online meetings and final negotiations at the Congress. The Declaration recommends UNESCO member States:

a. Foster awareness and use of OER
b. Facilitate enabling environments for use of Information and Communications Technologies (ICT)
c. Reinforce the development of strategies and policies on OER
d. Promote the understanding and use of open licensing frameworks
e. Support capacity building for the sustainable development of quality learning materials
f. Foster strategic alliances for OER
g. Encourage the development and adaptation of OER in a variety of languages and cultural contexts
h. Encourage research on OER
i. Facilitate finding, retrieving and sharing of OER
j. Encourage the open licensing of educational materials produced with public funds

Having received unanimous approval it will now be interesting to see how governments, institutions and other organizations adopt policies and practices in support of these goals. This is a whole new business model for education – one that brings with it social and economic benefits.

The Creative Commons Opportunity

Before going to start my new job with Creative Commons I thought I’d map out what I see as the opportunity sectors which are undergoing change through use of open licenses. I tend to think visually and create representations as one page visuals – here is what I came up with (you can click on this to make it bigger if you want):

Essentially I’m seeing activity and new public and business models emerge across:

  • Open Educational Resources
  • Open Access
  • Open User Generated Creative Works
  • Open Data
  • Open GLAM (Galleries, Libraries, Archives, & Museums)
  • Open Government
  • Open Policies, Practices & Guidelines
  • Open Licenses
  • Embedding open license tools (like Creative Commons) in authoring and search engine platforms
  • Open Standards, and
  • Open Source Software

That’s a lot of open. The opportunity is large. Use and impact has only just begun. I’m looking forward to doing my part to grow the commons and by so doing generate global social and economic benefits.

(* 0941176 B.C. Ltd. is a wholly owned subsidiary of Creative Commons, the sole activity
of which is to provide services to Creative Commons and is operated separate from the Creative Commons Canada affiliate.)




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