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#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
U.S. OER Policy
Nicole 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
#oerpolicyworks
@txtbks @sparc_na
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_States
http://www.aepweb.org/aepweb/?p=3261&option=com_wordpress&Itemid=68
http://www.corestandards.org/
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Common Core Adoption
http://www.corestandards.org/
#oerpolicyworks
@txtbks @sparc_na
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 studentshttp://en.wikipedia.org/wiki/Higher_education_in_the_United_States
http://www.nces.ed.gov/programs/digest
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
“Broken Economics”
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
http://www.gao.gov/products/GAO-13-368
Figure 1: Estimated Increases in New College Textbook Prices, College Tuition and
Fees, and Overall Consumer Price Inflation, 2002 to 2012
prices grew by 28 percent.
8
These price increases occurred from December 1986 to December 2004.
#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
#oerpolicyworks
@txtbks @sparc_na
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 OER
4. Remove barriers to OER
* This is a working theory, let’s see if it holds true outside the U.S.
*
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Federal Agency Program
(2010)
http://www.doleta.gov/taaccct/
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
http://www.doleta.gov/taaccct/
Federal Agency Program
(2010)
#oerpolicyworks
@txtbks @sparc_na
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
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Institutional Policy (2013)
http://www.californiacommunitycolleges.cccco.edu/Portals/0/DocDownloads/PressReleases/SEP2013/PRESS
_RELEASE_CreativeCommonsBY_090913_FINAL.pdf
#oerpolicyworks
@txtbks @sparc_na
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
#oerpolicyworks
@txtbks @sparc_na
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
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Federal Bill (proposed
2013)
Transforming Education through Technology Act
http://beta.congress.gov/bill/113th-congress/house-bill/521
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
State Resolutions (2013)
http://openstates.org/nd/bills/63/HCR3009/documents/NDD00006411/
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Institutional Policy (2004)
http://faculty.deanza.fhda.edu/PublicDomain/stories/storyReader$7
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Student Resolution
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Policies that Remove
Barriers to OER
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Federal Bill (2008)
http://www.studentpirgs.org/news/congress-moves-cut-textbook-costs-landmark-bill
#oerpolicyworks
@txtbks @sparc_na
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/
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Provincial Program (2012)
http://open.bccampus.ca/
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Institutional Program
(2013)
http://www.tcc.edu/news/press/2013/TextbookFreeDegree.htm
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
Library Program (2011)
#oerpolicyworks
@txtbks @sparc_na
Scholarly Publishing & Academic
Resources Coalition
U.S. OER Policy
Nicole Allen
Director of Open Education, SPARC
OER Policy Workshop (#OERPolicyWorks)
March 18, 2014 Warsaw, Poland

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