2014-03-18 us oer policy overview for #oerpolicyworks

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#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

U.S. OER PolicyNicole Allen

Director of Open Education, SPARC

OER Policy Workshop (#OERPolicyWorks)

March 18, 2014 Warsaw, Poland

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

SPARC®, the Scholarly Publishing and Academic Resources Coalition, is an international alliance of academic and

research libraries working to create a more open system of scholarly communication.

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Policy Levels

• Federal• State• Institutional

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Scholarly Publishing & Academic Resources Coalition

Legislative

(makes laws)

Executive(enforces laws)

Judiciary(interprets laws)

Congress

Bills (Laws)

Resolutions

The President

Regulations

Courts

Case Law

Executive Actions

House Senate Agencies

U.S. Federal Structure

Plans

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

U.S. State Structure (Same)

Legislative

(makes laws)

Executive(enforces laws)

Judiciary(interprets laws)

Legislature

Bills (Laws)

Resolutions

Governor

Regulations

Courts

Case Law

Executive Actions

House Senate Agencies

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

U.S. K-12 Textbooks

• Publishing market $18.3 billion (2011)

• Textbooks are selected and purchased by states or districts

• No federal control over curriculum

• 45 states have adopted the “common core”

http://en.wikipedia.org/wiki/Higher_education_in_the_United_Stateshttp://www.aepweb.org/aepweb/?p=3261&option=com_wordpress&Itemid=68

http://www.corestandards.org/

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Scholarly Publishing & Academic Resources Coalition

Common Core Adoption

http://www.corestandards.org/

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Scholarly Publishing & Academic Resources Coalition

U.S. Higher Ed Textbooks

• Textbooks & supplies ~$1,200 per student per year

• Textbook market is $8.8 billion per year

• Textbooks selected by individual professors and purchased by individual students

http://en.wikipedia.org/wiki/Higher_education_in_the_United_Stateshttp://www.nces.ed.gov/programs/digest

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

“Broken Economics”

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Scholarly Publishing & Academic Resources Coalition

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Scholarly Publishing & Academic Resources Coalition

http://www.gao.gov/products/GAO-13-368

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

“65% of students said that they had decided against

buying a textbook because it was too expensive… 94% were concerned that doing so would hurt their grade.”

-- 2014 report by U.S. PIRG

http://www.studentpirgs.org/reports/sp/fixing-broken-textbook-market

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

U.S. OER Advocacy

• Policy driven by problems in the system

• Wide variety of policies at many different levels

• Most victories spearheaded by small coalitions or individual groups

• OER Advocacy listserv & monthly call

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Policies Investing in OER

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Scholarly Publishing & Academic Resources Coalition

Types of OER Policy

1. Invest resources explicitly in the creation or adoption of OER

2. Inject open licensing into systems that create educational resources

3. Endorse or call for OER4. Remove barriers to OER

* This is a working theory, let’s see if it holds true outside the U.S.

*

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Scholarly Publishing & Academic Resources Coalition

Federal Agency Program (2010)

http://www.doleta.gov/taaccct/

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Scholarly Publishing & Academic Resources Coalition

http://www.doleta.gov/taaccct/

Federal Agency Program (2010)

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Scholarly Publishing & Academic Resources Coalition

http://www.doleta.gov/taaccct/

Federal Agency Program (2010)

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Federal Bill (proposed 2013)

http://www.sparc.arl.org/advocacy/national/act

Affordable College Textbook Act

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Federal Bill (proposed 2013)

http://www.sparc.arl.org/advocacy/national/act

Affordable College Textbook Act

(3) OPEN EDUCATIONAL RESOURCE- The term `open educational resource' means an educational resource that is licensed under an open license and made freely available online to the public.

(4) OPEN LICENSE- The term `open license' means a worldwide, royalty-free, non-exclusive, perpetual, irrevocable copyright license granting the public permission to access, reproduce, publicly perform, publicly display, adapt, distribute, and otherwise use the work and adaptations of the work for any purpose, conditioned only on the requirement that attribution be given to authors as designated.

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

State Bill (2012)

Open source textbook bill passes state Legislature

http://www.dailycal.org/2012/09/05/open-source-textbook-bill-passes-state-legislature/

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

State Bill (2012)

http://apps.leg.wa.gov/billinfo/summary.aspx?bill=2337&year=2011

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Open Licensing Policies

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Scholarly Publishing & Academic Resources Coalition

Federal OER Licensing Bill?

SPARC supports FASTR, a bill to expand open access to federally funded research. We are working to build interest in a similar policy for educational resources.

http://sparc.arl.org/advocacy/national/fastr

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

Policies Endorsing OER

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Scholarly Publishing & Academic Resources Coalition

Federal Tech. Plan (2010)

4.3 Support the development and use of open educational resources to promote innovative and creative opportunities for all learners and accelerate the development and adoption of new open technology-based learning tools and courses.

The value of open educational resources is now recognized around the world, leading to the availability of a vast array of learning, teaching, and research resources that learners of any age can use across all content areas. Realizing this value will require new policies concerning the evaluation and selection of instructional materials so that digital resources are considered and processes are established for keeping educational resource content up to date, appropriate, and tagged according to identified content interoperability standards.

http://www.ed.gov/technology/netp-2010/executive-summary

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Scholarly Publishing & Academic Resources Coalition

Federal Bill (proposed 2013)

Transforming Education through Technology Act

http://beta.congress.gov/bill/113th-congress/house-bill/521

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Scholarly Publishing & Academic Resources Coalition

State Resolutions (2013)

http://openstates.org/nd/bills/63/HCR3009/documents/NDD00006411/

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Scholarly Publishing & Academic Resources Coalition

Institutional Policy (2004)

http://faculty.deanza.fhda.edu/PublicDomain/stories/storyReader$7

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Scholarly Publishing & Academic Resources Coalition

Student Resolution

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Scholarly Publishing & Academic Resources Coalition

Policies that Remove Barriers

to OER

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Scholarly Publishing & Academic Resources Coalition

Federal Bill (2008)

http://www.studentpirgs.org/news/congress-moves-cut-textbook-costs-landmark-bill

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Scholarly Publishing & Academic Resources Coalition

Notable Programs

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

State Program (2012)

http://utahopentextbooks.org/2012/01/25/114/

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Scholarly Publishing & Academic Resources Coalition

Provincial Program (2012)

http://open.bccampus.ca/

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Scholarly Publishing & Academic Resources Coalition

Institutional Program (2013)

http://www.tcc.edu/news/press/2013/TextbookFreeDegree.htm

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Scholarly Publishing & Academic Resources Coalition

Library Program (2011)

#oerpolicyworks@txtbks @sparc_na

Scholarly Publishing & Academic Resources Coalition

U.S. OER PolicyNicole Allen

Director of Open Education, SPARC

OER Policy Workshop (#OERPolicyWorks)

March 18, 2014 Warsaw, Poland

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