This document summarizes a webinar about fostering open policies related to open educational resources (OER) on campuses and beyond. It discusses policy levels from global to institutional. It provides examples of OER policy projects in Europe and a US government grant program that requires all courseware be openly licensed. The document outlines key policy areas around OER like intellectual property, curriculum development, human resources, and file formats. It promotes open policies that support openly licensed educational resources for public benefit.

1. Fostering Open Policies
on Your Campus and Beyond
A Community College Consortium for Open
Educational Resources (CCCOER) Webinar
13-Nov-2013
Paul Stacey
Associate Director of Global Learning
Creative Commons
Except where otherwise noted these materials
are licensed Creative Commons Attribution 3.0 (CC BY)

2. http://www.capetowndeclaration.org/
http://bit.ly/1bwTQvm
http://wiki.creativecommons.org/OER_Policy_Registry
http://bit.ly/HJZpgW

3. Policy Levels
Global
Regional
National
State/Province
Municipal
Institutional
Departmental
Personal

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Strengthen implementation of OER
policies across Europe
Ensure education policy incorporate
“open” principles
Push for all educational content (both
textbooks and other educational
materials) produced in Europe with
public funding (both at European level
and in member states) under a free
license (CC BY or CC BY--SA)
Focus on K-12 education policy
Raise awareness and demonstrate
advantages of OER
Build a COMMUNITY of European
OER policy advocates
Create CONTENT such as outreach
materials on OER and policy analyses
Establish CONTACTS with
policymakers and key stakeholders to
educate and understand
Lead: Dr. Alek Tarkowski, Centrum
Cyfrowe and CC Poland
http://wiki.creativecommons.org/European_OER_Policy_Project

5. http://bit.ly/1bq1I3P
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Intellectual Property Rights, Copyright, and Licensing
Curriculum Design/Materials Development
Human Resource Policy
Sourcing (procuring) content
Costs
ICT Infrastructure and Connectivity
File Formats
Quality Assurance Policy Guidelines

6. 1. IP, Copyright and Licensing
• IP & copyright policy provides access to materials
directly paid for by public funds, public institutions,
works created by staff at public institutions, and
educational materials produced by government
departments and agencies.
• Policy makes it widely accessible for the public good
under an open licence. Amongst other benefits, this
helps eliminate unnecessary duplication of public
spending.
• Sharing should be the default expectation, not the
exception.
• Student work?

7. TAACCCT
Trade Adjustment Assistance Community College & Career Training
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Funded by the US Department of Labor
$2 billion over 4 years
All courseware openly licensed (CC BY)
http://creativecommons.org/weblog/entry/38818

8. CC BY Requirements – specific language
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All successful applicants must allow broad access for others to use and
enhance project products and offerings, including authorizing for-profit
derivative uses of the courses and associated learning materials by
licensing newly developed materials produced with grant funds with a
Creative Commons Attribution License (CC BY).
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This license allows subsequent users to copy, distribute, transmit and
adapt the copyrighted work and requires such users to attribute the
work in the manner specified by the Grantee.
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The purpose of the CCBY licensing requirement is to ensure that
materials developed with funds provided by these grants result in Work
that can be freely reused and improved by others.

9. CC BY Requirements – specific language
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Work that must be licensed under the CC BY includes both new content
created with the grant funds and modifications made to pre-existing,
grantee-owned content using grant funds.
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Only work that is developed by the grantee with the grant funds is required to
be licensed under the CC BY license. Pre-existing copyrighted materials
licensed to, or purchased by the grantee from third parties, including
modifications of such materials, remain subject to the intellectual property
rights the grantee receives under the terms of the particular license or
purchase. In addition, works created by the grantee without grant funds do
not fall under the CC BY license requirement.
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Requirements for open file formats, Open Source Software

10. 2. Curriculum Design/Materials Development
• Material will first be sourced from open content.
• Adopt, adapt, create.
• Support education institutions (individually or collectively)
and organizations to invest resources in the production
and sharing of high quality educational resources and
ongoing improvement and updating of curricula and
teaching materials.
• Eliminate unnecessary duplication of effort by building on
what already exists elsewhere, take advantage of pooled
alternative resources, remove costs of copyright
negotiation and clearance, and - over time - engage open
communities of practice in ongoing quality improvement
and quality assurance

11. Open Textbooks
http://open.bccampus.ca/

12. http://solr.bccampus.ca/wp/
http://opencourselibrary.org/

13. 3. Human Resource Policy
• Incorporate the development of OER in job
descriptions.
• OER produced by faculty members should count
towards career advancement.
• OER production and publishing would be recognized
and given similar credit as peer-reviewed publications
• Universities should allow time allocation for faculty to
produce OER materials.
• Staff involved in OER production would be eligible to
receive OER grants (when available).

14. 4. File Formats
• Release content in formats best suited for
interoperability and re-use and are searchable and
indexable by search engines
• Content should be made available in a file format that
allows anyone to natively and directly edit the
content. Content may be made available in multiple
formats, but at least one of these formats must be
openly editable by providing the original file format
used to create the content. The type of file format
varies by type of media.
• All new source code developed or created with
TAACCCT grant funds will be released under an
open license acceptable to either the Free Software
Foundation and/or the Open Source Initiative.

15. • Foster the creation, adoption, and implementation of
open policies that advance the public good.
• Do this by supporting advocates, organizations,
policymakers, and connecting policy opportunities
with those who can provide assistance.