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Open Textbooks: Research Findings
                  on
Affordability, Acceptance, Accessibili
     ty and Learning Outcomes
          Deone Zell, California State University, Northridge
              Stephen R. Acker, Ohio State University
           Danielle Budzick, Cuyahoga Community College
                Jeff Shelstad, Flat World Knowledge

         Sloan-C International Conference on Online Learning
                           Orlando, Florida
                                 2011
Deone Zell, Ph.D.
    Director, Faculty Technology Center
Professor, Department of Management
 California State University, Northridge
Overview
• Affordability
  – What’s the cost benefit to students?
• Acceptance
  – What’s the faculty decision-making process?
• Accessibility
  – Can they be read on multiple devices?
• Learning Outcomes
  – What’s their impact on learning?
OER Factors Affecting Decision Process

Not free                        <----------------------------->   Free
Hard to find                    <----------------------------->   Findable
Not vetted                      <----------------------------->   Vetted (top quality)
Not able to rate                <----------------------------->   Able to rate
Piecemeal (classroom exhaust)   <----------------------------->   Integrated
Hard or impossible to modify    <----------------------------->   Easy to modify
No embedded assessment          <----------------------------->   Embedded assessment
Single format                   <----------------------------->   Multiple formats (PDF, ePUB, Mobi)
Can't mark up                   <----------------------------->   Can mark up (annotate, highlight)
No social note-taking           <----------------------------->   Social note-taking
No impact on learning           <----------------------------->   Positive impact on learning
Affordability
 Before                            Now



          Quality is equivalent
          Save $171 per person




$206.67                           $34.95
  •Saved >$100,000      per semester
               (680 students)
What’s the Relationship Between
         All of These?
2,044
 Open
 Text-
 books
   in
MERLOT
Finding
Finding and Rating
Finding and Rating
Finding and Rating
(MERLOT’s Advanced Search)
Vetted
Integrated
Ability to Modify
Ability to Modify
Editing at the Word Level
Inserting Stuff




Stuff
Embedded
Assessment
Formats
Marking-Up
Taking Notes Online




                      Social?
What Did Students Choose?

                     Bought print book


          31%

                     Bought pieces (PDF
                     chapters, study guides)

  64%
                5%   Didn't buy book
Learning Outcomes
                                           Final Percentage in Class
                    89
                                  89

                    88

                                                        Difference was statistically
                    87                                  significant even after we
                                                        controlled for incoming GPA
Course Percentage




                    86



                    85                                               85

                    84



                    83



                    82
                         Purchased Print (n=203)         Didn't Purchase Print (n=427)
Possible Explanations
    1. “Free” might translate to less effort
    2. Marking-up and note-taking not the
       same yet
    3. Studying on devices presents more
       distractions
    4. Can’t “see and feel” accomplishments

This may change when fully interactive e-books arrive on the scene
Conclusion

Not free                        <----------------------------->   Free
Hard to find                    <----------------------------->   Findable
Not vetted                      <----------------------------->   Vetted (top quality)
Not able to rate                <----------------------------->   Able to rate
Piecemeal (classroom exhaust)   <----------------------------->   Integrated
Hard or impossible to modify    <----------------------------->   Easy to modify
No embedded assessment          <----------------------------->   Embedded assessment
Single format                   <----------------------------->   Multiple formats (PDF, ePUB, Mobi)
Can't mark up                   <----------------------------->   Can mark up (annotate, highlight)
No social note-taking           <----------------------------->   Social note-taking
No impact on learning           <----------------------------->   Positive impact on learning
Open Textbooks in Ohio
Research Findings on Affordability,
  Acceptance, Accessibility and
       Learning Outcomes

           Stephen R. Acker
Research Director, Ohio Digital Bookshelf
 OhioLINK/The Ohio Board of Regents

              Presented to the Sloan-C Conference
              November 10, 2011 Orlando Florida
Ohio’s Strategic Plan
• Drive to increase college enrollment and
  attainment in Ohio tied to affordability and
  improved learning outcomes.
• Ohio Strategic Summit recommended credible
  research and large scale pilots
• Three projects summarized today
  – Flat World Knowledge 6 campus pilot
  – Next Generation Learning Challenge 6 campus pilot
  – Accessible mobile learning 3 campus collaboration
                   Presented to the Sloan-C Conference
                   November 10, 2011 Orlando Florida
Flat World Knowledge
• Lakeland CC, Lorain County CC, Sinclair CC, Tri-
  C CC, University of Akron, Wright State
  University
• 364 respondents across 17 classes and three
  disciplines
• Pre-post use data complete on Summer
  offerings (3 courses, n=52) and Pre-use data
  (n= 312) collected on all participating classes

                  Presented to the Sloan-C Conference
                  November 10, 2011 Orlando Florida
Flat World Knowledge Results
• Student opinions
  – Survey results
  – Psi Chi results
• Faculty opinions
  – Focus Group
  – Danielle Budzick (presenting next)
• Institutional response


                      Presented to the Sloan-C Conference
                      November 10, 2011 Orlando Florida
Specific findings for Flat World
•   Engaging content
•   Credible content
•   Appropriate scope
•   Accuracy
•   Benefits and concerns
•   Perceived value (as % of new print price)

• Quantitative data for these metrics and others
  will be presented
                    Presented to the Sloan-C Conference
                    November 10, 2011 Orlando Florida
NexGen Learning Challenge
• OhioLINK awarded Wave I NGCL grant to build
  and promote OER in math and statics
• Ohio Scaffold to the Stars OER database
  – Stitz-Zeager Pre-Calculus OER book
  – Marcks-Looker-Moramand Statics OER website
  – Multiple sites indexed to Ohio Transfer Module
    learning outcomes
• Linkable as complete curricula or
  supplemental readings
                  Presented to the Sloan-C Conference
                  November 10, 2011 Orlando Florida
Mobile eLearning Accessibility
• OER and mobile learning greatest innovation
  impact this year and next per 2011 Horizon
  Report.
• Is either domain accessible and how will this
  influence diffusion of OER?
  – Paired eReaders (iPad, Kindle, Nook, Samsung Galaxy,
    H Netbook) with software (HearRead, Jaws, ) and text
    formats (Inkling, Bookshare, MathML)
  – Distributed mobile learning environments to students
    with print disabilities

                   Presented to the Sloan-C Conference
                   November 10, 2011 Orlando Florida
OER and Ohio goals
• OER can promote both affordability and
  improved learning outcomes for all Ohio
  students.
• We are encouraged by data and acceptance
  results so far and predict growth in OER
  adoptions going forward
• Diffusion strategies and commitment to
  universal access will need ongoing attention

                 Presented to the Sloan-C Conference
                 November 10, 2011 Orlando Florida
Contacts
• Steve Acker (acker.1@osu.edu)
  – Research Director, Ohio Digital Bookshelf
• John Magill (johnm@ohiolink.edu)
  – Executive Director, OhioLINK
• Darlene McCoy (dmccoy@regents.state.oh.us)
  – Associate Vice Chancellor for affordability and
    efficiency, The Ohio Board of Regents


                   Presented to the Sloan-C Conference
                   November 10, 2011 Orlando Florida
Danielle Budzick
                                    Interim District Director
Teaching, Learning, and Academic Professional Development
                               Course Production Specialist
                       The Office of eLearning & Innovation
                                            Adjunct Faculty
                    Business Communications, West Campus

                              Cuyahoga Community College
                                           Cleveland, OH
Wearing Multiple Hats
The Adoption Experience
The Teaching Experience
Course Design & Development




                          toolkit.smallbiz.nsw.gov.au




       open.ems.psu.edu
Tri-C’s Textbook Affordability




      http://sparingchange.blogspot.com/2009/03/february-and-flogging-continues-oh-and.html
                                  mage courtesy of beans for books
FINANCIAL



                                     BOOK
        CULTURE
                                   SELECTION




MARKETING
 & PUBLIC           TEXTBOOK              PUBLISHERS
RELATIONS          AFFORDABILITY




        TRAINING
                                   TECHNOLOGY


                       DESIGN
Why We Are Doing What We Do!
“Not having to worry about how I am going to afford books takes
    an enormous amount of pressure off of my back, thus
    allowing me the leisure of concentrating more on my studies.”

                                                   “I like the convenience the e-book provides. It's nice
                                                         to know that I can go to my parents or a friends
                                                    house and complete my homework right from their
                                                    house without having to double back for my book.”




         “I purchased the book online. It seems I set at my
         computer ALL day long and it is nice to be able to
         take the book and get away from the computer for a
         while. It still saved me money, so I am happy.”




   “I am a single mother of two small children and need every dollar I can get. Having this low-cost
   alternative is a great help and puts less strain on me.”
Removing all barriers between publication and use
   of high quality, higher education content.




         Jeff Shelstad
      Founder and CEO
    Flat World Knowledge
jeff@flatworldknowledge.com
Who is Flat World Knowledge?
  –   Almost 5 year old educational start-up
  –   20 miles due north of NYC
  –   Focused on higher education segment
  –   Well funded (BDMI/RHI/Bessemer +)
  –   A content and platform company
  –   Live content from authors
  –   Personalized MIYO content for faculty
  –   Format/device agnostic for students
  –   Access and affordability
Rights/Licenses
          "All rights reserved"
a phrase that originated in copyright
law as part of copyright notices. It




                                            Most --- Restrictive --- Least
indicates that the copyright holder
reserves, or holds for their own use, all
the rights provided by copyright
law, such as
distribution, performance, and
creation of derivative works; that
is, they have not waived any such
right.
―4R’s of Open-ness‖

Reuse - right to copy and use verbatim copies

Revise - right to adapt, rework, and improve

Remix - right to combine into new OERs

Redistribute - right to share derivatives
Open Content Options
Flat World Business Model
 1.               great authors….




           great content (textbooks)
                                                    fully
                                               supported




top                                 professionally
authors                             developed
2.              Pass CONTROL to the
                    Local Expert
                     Faculty/Institution
                   openly licensed


       openly                              MIYO
     licensed
Pass CONTROL to the
             Local Expert


Our Core Principles:
 Core value for professor (gatekeeper) is control;
 All professors customize, just via syllabus;
 UI/DIY can scale control;
 Economics of 1 in business (faculty/student);
 Professor derivatives will feed the ―long tail‖ – catalog.
―In all the years I’ve been a professor,
  we’ve never had the perfect book.
   Now we do—and it’s affordable.‖
– Dr. Scott Hunt, Econ Committee Chair, Columbus State CC
The Magic of MIYO…
1.   Create a Derivative and Publish…and

2.   MIYO rebuilds the book(toc, index, pagination, etc.)

3.   MIYO generates multiple learning formats
•    Web-Books (HTML) (Free to all learners)
•     Soft Cover Books (PDF High-Res)
•     Print-it-Yourself Books (PDF Low-Res)
•     Mobile Reader Books (ePub & .mobi for iPad, Kindle, etc.)
•     Accessible Books (Daisy-Readable and Digital Braille)
•     Audio Books (.MP3)

4.   Let students choose best format for them
3.   Access + Affordability + Portability = Learning




                        !
                      EE
                    FR
―…the pilot was a
            tremendous success. The
            retention rate was
            90.2%, representing an
            increase of 10 to 15%…

            For an educator, it does
            not get any better than
            that.‖




Case study – Cerritos College
Saved 800 Students
        $67,000
in Textbooks costs (Fall 2010)
   And… saw course
      completion
   Increase by 15%.
• 150+ Authors; 45 titles      • 2,000+ Total Faculty   • 350,000+ Acad. Yr. 2011;
• 60 available spring 12       • 1,200+ Institutions    • 800K+ in Acad. Yr. 2012
• 50%+ from Big 3              • 420 / 1,160 / 2,500    • 44 countries worldwide




                                                                                   U

Income                      Start with Quality             Free Access
Market Share                Make it Better (or not)        Affordable Choices
Customer Retention          Control New Editions           Fit to Learning Style
Social Impact               Affordability & Access         Improved Outcomes!




         early results

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Sloan C Presentation on Open Textbooks

  • 1. Open Textbooks: Research Findings on Affordability, Acceptance, Accessibili ty and Learning Outcomes Deone Zell, California State University, Northridge Stephen R. Acker, Ohio State University Danielle Budzick, Cuyahoga Community College Jeff Shelstad, Flat World Knowledge Sloan-C International Conference on Online Learning Orlando, Florida 2011
  • 2. Deone Zell, Ph.D. Director, Faculty Technology Center Professor, Department of Management California State University, Northridge
  • 3. Overview • Affordability – What’s the cost benefit to students? • Acceptance – What’s the faculty decision-making process? • Accessibility – Can they be read on multiple devices? • Learning Outcomes – What’s their impact on learning?
  • 4. OER Factors Affecting Decision Process Not free <-----------------------------> Free Hard to find <-----------------------------> Findable Not vetted <-----------------------------> Vetted (top quality) Not able to rate <-----------------------------> Able to rate Piecemeal (classroom exhaust) <-----------------------------> Integrated Hard or impossible to modify <-----------------------------> Easy to modify No embedded assessment <-----------------------------> Embedded assessment Single format <-----------------------------> Multiple formats (PDF, ePUB, Mobi) Can't mark up <-----------------------------> Can mark up (annotate, highlight) No social note-taking <-----------------------------> Social note-taking No impact on learning <-----------------------------> Positive impact on learning
  • 5. Affordability Before Now Quality is equivalent Save $171 per person $206.67 $34.95 •Saved >$100,000 per semester (680 students)
  • 6. What’s the Relationship Between All of These?
  • 7. 2,044 Open Text- books in MERLOT
  • 11. Finding and Rating (MERLOT’s Advanced Search)
  • 16. Editing at the Word Level
  • 22. What Did Students Choose? Bought print book 31% Bought pieces (PDF chapters, study guides) 64% 5% Didn't buy book
  • 23. Learning Outcomes Final Percentage in Class 89 89 88 Difference was statistically 87 significant even after we controlled for incoming GPA Course Percentage 86 85 85 84 83 82 Purchased Print (n=203) Didn't Purchase Print (n=427)
  • 24. Possible Explanations 1. “Free” might translate to less effort 2. Marking-up and note-taking not the same yet 3. Studying on devices presents more distractions 4. Can’t “see and feel” accomplishments This may change when fully interactive e-books arrive on the scene
  • 25. Conclusion Not free <-----------------------------> Free Hard to find <-----------------------------> Findable Not vetted <-----------------------------> Vetted (top quality) Not able to rate <-----------------------------> Able to rate Piecemeal (classroom exhaust) <-----------------------------> Integrated Hard or impossible to modify <-----------------------------> Easy to modify No embedded assessment <-----------------------------> Embedded assessment Single format <-----------------------------> Multiple formats (PDF, ePUB, Mobi) Can't mark up <-----------------------------> Can mark up (annotate, highlight) No social note-taking <-----------------------------> Social note-taking No impact on learning <-----------------------------> Positive impact on learning
  • 26. Open Textbooks in Ohio Research Findings on Affordability, Acceptance, Accessibility and Learning Outcomes Stephen R. Acker Research Director, Ohio Digital Bookshelf OhioLINK/The Ohio Board of Regents Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 27. Ohio’s Strategic Plan • Drive to increase college enrollment and attainment in Ohio tied to affordability and improved learning outcomes. • Ohio Strategic Summit recommended credible research and large scale pilots • Three projects summarized today – Flat World Knowledge 6 campus pilot – Next Generation Learning Challenge 6 campus pilot – Accessible mobile learning 3 campus collaboration Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 28. Flat World Knowledge • Lakeland CC, Lorain County CC, Sinclair CC, Tri- C CC, University of Akron, Wright State University • 364 respondents across 17 classes and three disciplines • Pre-post use data complete on Summer offerings (3 courses, n=52) and Pre-use data (n= 312) collected on all participating classes Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 29. Flat World Knowledge Results • Student opinions – Survey results – Psi Chi results • Faculty opinions – Focus Group – Danielle Budzick (presenting next) • Institutional response Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 30. Specific findings for Flat World • Engaging content • Credible content • Appropriate scope • Accuracy • Benefits and concerns • Perceived value (as % of new print price) • Quantitative data for these metrics and others will be presented Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 31. NexGen Learning Challenge • OhioLINK awarded Wave I NGCL grant to build and promote OER in math and statics • Ohio Scaffold to the Stars OER database – Stitz-Zeager Pre-Calculus OER book – Marcks-Looker-Moramand Statics OER website – Multiple sites indexed to Ohio Transfer Module learning outcomes • Linkable as complete curricula or supplemental readings Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 32. Mobile eLearning Accessibility • OER and mobile learning greatest innovation impact this year and next per 2011 Horizon Report. • Is either domain accessible and how will this influence diffusion of OER? – Paired eReaders (iPad, Kindle, Nook, Samsung Galaxy, H Netbook) with software (HearRead, Jaws, ) and text formats (Inkling, Bookshare, MathML) – Distributed mobile learning environments to students with print disabilities Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 33. OER and Ohio goals • OER can promote both affordability and improved learning outcomes for all Ohio students. • We are encouraged by data and acceptance results so far and predict growth in OER adoptions going forward • Diffusion strategies and commitment to universal access will need ongoing attention Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 34. Contacts • Steve Acker (acker.1@osu.edu) – Research Director, Ohio Digital Bookshelf • John Magill (johnm@ohiolink.edu) – Executive Director, OhioLINK • Darlene McCoy (dmccoy@regents.state.oh.us) – Associate Vice Chancellor for affordability and efficiency, The Ohio Board of Regents Presented to the Sloan-C Conference November 10, 2011 Orlando Florida
  • 35. Danielle Budzick Interim District Director Teaching, Learning, and Academic Professional Development Course Production Specialist The Office of eLearning & Innovation Adjunct Faculty Business Communications, West Campus Cuyahoga Community College Cleveland, OH
  • 39. Course Design & Development toolkit.smallbiz.nsw.gov.au open.ems.psu.edu
  • 40. Tri-C’s Textbook Affordability http://sparingchange.blogspot.com/2009/03/february-and-flogging-continues-oh-and.html mage courtesy of beans for books
  • 41. FINANCIAL BOOK CULTURE SELECTION MARKETING & PUBLIC TEXTBOOK PUBLISHERS RELATIONS AFFORDABILITY TRAINING TECHNOLOGY DESIGN
  • 42. Why We Are Doing What We Do! “Not having to worry about how I am going to afford books takes an enormous amount of pressure off of my back, thus allowing me the leisure of concentrating more on my studies.” “I like the convenience the e-book provides. It's nice to know that I can go to my parents or a friends house and complete my homework right from their house without having to double back for my book.” “I purchased the book online. It seems I set at my computer ALL day long and it is nice to be able to take the book and get away from the computer for a while. It still saved me money, so I am happy.” “I am a single mother of two small children and need every dollar I can get. Having this low-cost alternative is a great help and puts less strain on me.”
  • 43. Removing all barriers between publication and use of high quality, higher education content. Jeff Shelstad Founder and CEO Flat World Knowledge jeff@flatworldknowledge.com
  • 44. Who is Flat World Knowledge? – Almost 5 year old educational start-up – 20 miles due north of NYC – Focused on higher education segment – Well funded (BDMI/RHI/Bessemer +) – A content and platform company – Live content from authors – Personalized MIYO content for faculty – Format/device agnostic for students – Access and affordability
  • 45. Rights/Licenses "All rights reserved" a phrase that originated in copyright law as part of copyright notices. It Most --- Restrictive --- Least indicates that the copyright holder reserves, or holds for their own use, all the rights provided by copyright law, such as distribution, performance, and creation of derivative works; that is, they have not waived any such right.
  • 46. ―4R’s of Open-ness‖ Reuse - right to copy and use verbatim copies Revise - right to adapt, rework, and improve Remix - right to combine into new OERs Redistribute - right to share derivatives
  • 48. Flat World Business Model 1. great authors…. great content (textbooks) fully supported top professionally authors developed
  • 49. 2. Pass CONTROL to the Local Expert Faculty/Institution openly licensed openly MIYO licensed
  • 50. Pass CONTROL to the Local Expert Our Core Principles:  Core value for professor (gatekeeper) is control;  All professors customize, just via syllabus;  UI/DIY can scale control;  Economics of 1 in business (faculty/student);  Professor derivatives will feed the ―long tail‖ – catalog.
  • 51. ―In all the years I’ve been a professor, we’ve never had the perfect book. Now we do—and it’s affordable.‖ – Dr. Scott Hunt, Econ Committee Chair, Columbus State CC
  • 52.
  • 53. The Magic of MIYO… 1. Create a Derivative and Publish…and 2. MIYO rebuilds the book(toc, index, pagination, etc.) 3. MIYO generates multiple learning formats • Web-Books (HTML) (Free to all learners) • Soft Cover Books (PDF High-Res) • Print-it-Yourself Books (PDF Low-Res) • Mobile Reader Books (ePub & .mobi for iPad, Kindle, etc.) • Accessible Books (Daisy-Readable and Digital Braille) • Audio Books (.MP3) 4. Let students choose best format for them
  • 54. 3. Access + Affordability + Portability = Learning ! EE FR
  • 55. ―…the pilot was a tremendous success. The retention rate was 90.2%, representing an increase of 10 to 15%… For an educator, it does not get any better than that.‖ Case study – Cerritos College
  • 56.
  • 57. Saved 800 Students $67,000 in Textbooks costs (Fall 2010) And… saw course completion Increase by 15%.
  • 58. • 150+ Authors; 45 titles • 2,000+ Total Faculty • 350,000+ Acad. Yr. 2011; • 60 available spring 12 • 1,200+ Institutions • 800K+ in Acad. Yr. 2012 • 50%+ from Big 3 • 420 / 1,160 / 2,500 • 44 countries worldwide U Income Start with Quality Free Access Market Share Make it Better (or not) Affordable Choices Customer Retention Control New Editions Fit to Learning Style Social Impact Affordability & Access Improved Outcomes! early results

Hinweis der Redaktion

  1. Faculty Perspective - Third Semester Teaching Using Flat WorldTechnology/eLearning Course Design Perspective - Integrating into Bb- Technology consults- Course design integration considerationsTextbook Affordability Taskforce Chair- Managing Flat World pilot faculty- College-wide strategic planning efforts
  2. Adoption Spring semester 2011 – present- First in Buss Comm groupEasy seamless adoption and customizationEasy to use Moved content around – for example, Text, Email and Netiquette
  3. Original Adoption – No supplemental resources for instructor or students, now they are availableInstructor sharing also now available Haven’t used the quizzes (I had already written my own – but other instructors have found helpful)Students can easily get up and runningOutcomes more successful Average grades increased in my particular course (from previous term without textbook)Due to multiple reasons – integration of other OER and changing focus of teaching, project-based Students Surveys – Last Semester100% agreed easy to view100% provided a high quality of content (in comparison to other textbooks I&apos;ve used in the past)
  4. Course Production SpecialistAssisting FW faculty in modifications, Movement to integration OER into coursesApplication for Grant Opportunity with Business Communication instructors Focus on outcomes, objectives, and alignmentUsing modification tools in FW to align with Tri-C objectives Supplementing “missing parts” with our own modifications, or other OER
  5. FW Pilot started as part of an initiative out of state of Ohio Chancellor Petro now asked for all schools to create Plan for Textbook Affordability – Dec. 1stTri-C’s EffortsFW pilot Exploring OER for Spring Sample CoursesTextbook Affordability Summit – all stakeholders involved (date TBA)
  6. Stakeholders are vast across institutionsSUMMIT meeting (more info coming soon!!)