Connecting the Dots: Open Access, Open Education and an Open Future

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We live at a time of transition between two worlds — the disconnected, analog past and the wired, digital future. Nowhere is this transition more apparent than in higher education, where cutting-edge technologies regularly mix side by side with centuries-old traditions. Openness is about overcoming barriers and paradigms of the past to unleash the transformative power of freely and fully using information in today’s world. Considerable strides have already been made toward Open Access in the realm of scholarly and scientific research, with millions of papers now available online through Open Access journals or institutional repositories, and hundreds of institutions adopting self-archiving policies. The movement for open education is following suit, expanding the use of Open Educational Resources (OER) to hundreds of thousands of students and saving tens of millions dollars on textbooks. Open Access and OER are essential building blocks for a more open future, and they are stronger together. Nicole’s talk will connect the dots between the areas of overlap and common lessons learned from the movements for Open Access and Open Educational Resources, as well as identify strategies for moving toward a more open future in higher education.

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@txtbks | #openUBC

Connecting the Dots: Open Access, Open Ed

and an Open Future

Nicole Allen (nicole@sparc.arl.org)

Director of Open Education, SPARC

#OpenUBC | Vancouver | Oct. 28, 2014

Except where otherwise noted...

@txtbks | #openUBC

Open Access Week: October 20-26, 2014

www.righttoresearch.org

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STATUS QUO

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1986

1987

1988

1989

1990

1991

1992

1993

1994

1995

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

-25%

25%

75%

125%

175%

225%

275%

325%

375%

425%

Monograph and Serial Costs in ARL Libraries, 1986-2011*

% C

hange S

ince 1

986

Serial Ex-penditures(+402%)

Monograph Ex-penditures(+71%)

Monographs Purchased (10%)

Source: ARL Statistics 2010-11 Association of Research Libraries, Washington, D.C.

*Includes electronic resources from 1999-2000 onward.

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Average Journal Prices

Biology

= $2,653

Chemistry

= $4,450

Physics

= $3,893

Source: Library Journal 2013 Periodicals Pricing Survey“The Winds of Change | Periodicals Price Survey 2013,” by Stephen Bosch and Kittie Henderson. Library Journal, April 25, 2013: http://lj.libraryjournal.com/2013/04/publishing/the-winds-of-change-periodicals-price-survey-2013

Adapted from slides by Nick Shockey (SPARC) available under CCBY

Health Sciences

= $1,482

@txtbks | #openUBC

Average Journal Prices

Source: Library Journal 2013 Periodicals Pricing Survey“The Winds of Change | Periodicals Price Survey 2013,” by Stephen Bosch and Kittie Henderson. Library Journal, April 25, 2013: http://lj.libraryjournal.com/2013/04/publishing/the-winds-of-change-periodicals-price-survey-2013

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.righttoresearch.org

@txtbks | #openUBCSource http://www.gao.gov/products/GAO-13-368

@txtbks | #openUBC

$1,207Average U.S. student budget for books and supplies for the 2013-

2014 academic year

Source http://trends.collegeboard.org/college-pricing/figures-tables/average-estimated-undergraduate-budgets-2013-14

@txtbks | #openUBC

Source http://www.studentpirgs.org/sites/student/files/reports/A-Cover-To-Cover-Solution_4.pdf

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBC

Source http://www.coursesmart.com/calculus-early-transcendentals-7th-edition/stewart/dp/9780538497909

@txtbks | #openUBC

Source http://www.coursesmart.com/calculus-early-transcendentals-7th-edition/stewart/dp/9780538497909

@txtbks | #openUBCImage © from http://www.cnn.com/2013/06/28/showbiz/heat-director-buddy-cop/

DONE READING?

GOOD

@txtbks | #openUBC

@txtbks | #openUBC

2 in 3Students say they decided against

buying a textbook because the cost is too high

Source http://www.uspirg.org/reports/usp/fixing-broken-textbook-market

@txtbks | #openUBC

1 in 2Students say they have at some point taken fewer courses due to

the cost of textbooks

Source http://www.openaccesstextbooks.org/pdf/2012_Florida_Student_Textbook_Survey.pdf

@txtbks | #openUBC

Students can’t learn

from materials they can’t afford

@txtbks | #openUBCwww.sparc.arl.org

“Market Failure”

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“Market Failure”

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We can do better.

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Source http://www.selectism.com/2011/03/03/villemard-in-the-year-2000/year-2000-04/

Electronic Education in the Year 2000(as depicted by an artist in 1900)

@txtbks | #openUBCSource http://www.phdcomics.com/comics/archive.php?comicid=1200

@txtbks | #openUBC

80% of research is

publicly funded

Source: “Academic Publishing: Survey of funders supports the benign Open Access outcome priced into shares, HSBC Global Research,” February 11, 2013: https://www.research.hsbc.com/midas/Res/RDV?ao=20&key=RxArFbnG1P&n=360010.PDF

1

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Source: U.S. Department of Education http://nces.ed.gov/fastfacts/display.asp?id=31

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBC

1227 pages!

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How do we enable everything that today’s technology makes possible?

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OPENNESS

@txtbks | #openUBC

1. Free(no cost, no barriers)

2. Open(right to fully use)

@txtbks | #openUBC

Free, immediate online access to scientific & scholarly articles with full reuse rights

Budapest Open Access Initiative

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Teaching, learning and research resources that reside in the public domain or are released under an intellectual property license that permits their free use and repurposing by others”

Hewlett Foundation

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1. Free(no cost, no barriers)

2. Open(right to fully use)

@txtbks | #openUBC

Image © from http://www.wired.co.uk/news/archive/2013-07/11/copyright-hub-lacks-cc-options

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Open LicensingUses copyright to enable free sharing and reuse

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(easy-to-use open licenses)www.creativecommons.org

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most open

least open

Adapted from slides by Cable Green available under CCBY at http://www.slideshare.com/cgreen

OER

not either

OA

@txtbks | #openUBC

Adapted from slides by David Wiley, available under CCBY. See www.opencontent.org for full 5R definition.

The “5R” Permissions

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HOW IT WORKS

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Two paths to Open Access

2. Self-archiving

1. OAJournals

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Three Paths to OER

1. Creating OER2. Sharing OER3. Supporting OER

www.sparc.arl.org

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x 10,000+

Source: Directory of Open Access Journals: www.doaj.orgwww.sparc.arl.org

1st path to OA: Publish in an open access journal

@txtbks | #openUBCwww.righttoresearch.orgMcKiernan, Erin (2014): Being open as an early career researcher. figshare. http://dx.doi.org/10.6084/m9.figshare.954994

@txtbks | #openUBCwww.sparc.arl.org

1. Creating OER(open textbooks, open courses)

@txtbks | #openUBC

Open Textbook (Example)

• Free online

• Free PDF

• Free ePub

• Print $49.73

• Instructor can adapt and distribute

http://openstaxcollege.org/textbooks/college-physics

@txtbks | #openUBCCaptured from http://openstaxcollege.org/

@txtbks | #openUBCCaptured from http://openstaxcollege.org/

• Building 20 open textbooks for highest enrollment courses

• Educational tools to support books and sustainability

• Authors paid

• $30 million saved by students

@txtbks | #openUBCSource http://opencourselibrary.org/

@txtbks | #openUBCSource http://opencourselibrary.org/

• Funded by state legislature

• 81 highest enrollment courses

• Free and low cost materials

• $7M+ savings to date, 4x original investment

@txtbks | #openUBChttp://oli.cmu.edu/courses/

@txtbks | #openUBChttp://oli.cmu.edu/courses/

• Free and open courses

• Data driven design that include real time feedback

• Data used to improve materials

• Data also used in research on how students learn

@txtbks | #openUBC

Source https://oli.cmu.edu/jcourse/lms/students/syllabus.do?section=434add4180020ca60127a17583becaeb

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Source https://oli.cmu.edu/jcourse/lms/students/syllabus.do?section=434add4180020ca60127a17583becaeb

@txtbks | #openUBCwww.sparc.arl.org

2. Sharing OER(OCW, repositories)

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X 2,000

2nd path to OA: Publish (most) anywhere, deposit into an open-access repository

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Source: www.sherpa.ac.uk/romeo/statistics.php?la=en&fIDnum=|&mode=simple

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Research Funder Open Access Policies

88 Research Funders in 18 countries

Data

fro

m r

oarm

ap.e

pri

nts

.org

@txtbks | #openUBCCaptured from http://ocw.mit.edu/about/

@txtbks | #openUBCCaptured from

@txtbks | #openUBCCaptured from https://itunes.apple.com/us/itunes-u/id499270153

@txtbks | #openUBCCaptured from

@txtbks | #openUBChttp://cnx.org

@txtbks | #openUBChttp://www.oercommons.org

@txtbks | #openUBCSource http://www.doleta.gov/taaccct/

@txtbks | #openUBC

Source http://www.californiacommunitycolleges.cccco.edu/Portals/0/DocDownloads/PressReleases/SEP2013/PRESS_RELEASE_CreativeCommonsBY_090913_FINAL.pdf

@txtbks | #openUBCwww.sparc.arl.org

3. Supporting OER

@txtbks | #openUBC

Image © from http://www.teleread.com/wp-content/uploads/2009/02/bookstorerummage.jpg

@txtbks | #openUBC

@txtbks | #openUBChttp://open.umn.edu

@txtbks | #openUBChttp://open.umn.edu

• Catalog of open textbooks containing 100+

• Faculty reviews

• Runs workshops at campuses

• BCCampus is a partner

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

• Digital coursepack pilot

• Library provides support services to faculty for identifying OA articles

• Integrates coursepack into LMS (Moodle) for student access

@txtbks | #openUBCAdapted from slides by Kristi Jensen available under CCBY

@txtbks | #openUBCSource http://guides.library.umass.edu/content.php?pid=87648&sid=4778777

@txtbks | #openUBCCaptured from http://guides.library.umass.edu/content.php?pid=87648&sid=4778777

• Offers mini grants to faculty to switch to OER/affordable materials

• Workshops and consultation sessions for 30+ faculty participants

• $1,000,000 student savings

@txtbks | #openUBC

http://www.lumenlearning.org

@txtbks | #openUBC

http://www.lumenlearning.org

• Startup company provides soup to nuts support for OER adoption

• Template courses that faculty adapt

• Performs assessments on outcomes

@txtbks | #openUBCSource http://www.tcc.edu/news/press/2014/zdegreecbn.htm

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• Entire 2-year degree that uses OER in every course

• Students can graduate with $0 textbook costs

• Higher course retention rates

• Available to any other college

Source http://www.tcc.edu/news/press/2014/zdegreecbn.htm

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IMPACT

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Source: “OA Policy Development and Implementation at Queensland University of Technology,” Professor Tom Cochrane, Deputy Vice-Chancellor (Delivered November 2012): http://www.berlin10.org/images/ws2cochrane.pdf

Adapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

$1M student savings, and counting

@txtbks | #openUBCAdapted from slides by Nick Shockey (SPARC) available under CCBY

@txtbks | #openUBC

Supporting Adoption

Adapted from slides by David Wiley available under CC BY at http://www.slideshare.net/opencontent

@txtbks | #openUBC

Source http://www.ploscollections.org/article/info%3Adoi%2F10.1371%2Fjournal.pone.0098826

@txtbks | #openUBCSource http://pm4id.org/

@txtbks | #openUBC

http://en.wikipedia.org/wiki/File:Laurentius_de_Voltolina_001.jpg (public domain)

The Medieval Lecture

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http://commons.wikimedia.org/wiki/File:5th_Floor_Lecture_Hall.jpg (CC BY-SA)

The Modern Lecture

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Advance our systems for sharing information

toward openness

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WHAT YOU CAN DO

@txtbks | #openUBCwww.sparc.arl.org

Raise awareness of OA and OER, starting where people are at

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Source http://lj.libraryjournal.com/2014/03/opinion/steven-bell/what-you-need-to-know-about-the-other-open-week-from-the-bell-tower/

“Whether it’s lack of motivation, conservatism, or a dominant tenure and promotion system, faculty may be slow to accept that our scholarly communication system is badly in need of reform. If that describes your institution, then you may decide, like I did nearly four years ago, to shift the conversation to OER.”

- Steven Bell, Temple University

@txtbks | #openUBCwww.sparc.arl.org

Support the sharing of scholarship created on your campus, in all of its forms

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBCwww.sparc.arl.org

Engage the next generation to advance openness.

@txtbks | #openUBC

#te

xtb

ookb

roke

@txtbks | #openUBCwww.openaccessbutton.org

@txtbks | #openUBCwww.sparc.arl.org

November 15-17 | Washington, D.C.

www.opencon2014.org | @open_con

@txtbks | #openUBCwww.sparc.arl.org

@txtbks | #openUBC

Connecting the Dots: Open Access, Open Ed

and an Open Future

Nicole Allen (nicole@sparc.arl.org)

Director of Open Education, SPARC

#OpenUBC | Vancouver | Oct. 28, 2014

Except where otherwise noted...

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