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April 8, 2023 Open Sharing, Global Benefits 1
Universities working together to advance education andempower people worldwide through opencourseware.
Open Sharing, Global Benefits
April 17, 2008 Terri Bays
How to Start and Run an OCW Project Director, Notre Dame OCW
At Your Institution Program Manager, OCW Consortium
April 8, 2023 Open Sharing, Global Benefits 2
Universities working together to advance education andempower people worldwide through opencourseware.
170+ OCWC Institutions
Over 6,000 OCWCourses Online
~2,000,000 visitors/month
April 8, 2023 Open Sharing, Global Benefits 3
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
April 8, 2023 Open Sharing, Global Benefits 4
Universities working together to advance education andempower people worldwide through opencourseware.
Making the OCW Case at Your Institution
• University Culture
• Scope of the Project
• Benefits to Faculty, Students, Learners, University
• Existing Processes
• Pain Points
April 8, 2023 Open Sharing, Global Benefits 5
Universities working together to advance education andempower people worldwide through opencourseware.
University Culture
• Mission alignment– MIT: Best serve nation and world– JHSPH: Improve global public health– Utah State: Land grant institution– Notre Dame: Catholic social mission– Michigan State: World-grant mission
April 8, 2023 Open Sharing, Global Benefits 6
Universities working together to advance education andempower people worldwide through opencourseware.
Scope of Project
• Institution-wide
• Departmental
• Showcase
• Other models
April 8, 2023 Open Sharing, Global Benefits 7
Universities working together to advance education andempower people worldwide through opencourseware.
Benefits to Faculty, Students, Learners, University
• Lifelong learning– Prospective students, current students, alumni
• A catalyst for academic improvement– Collaboration; organization; use of technology
• A tool for resource development and international engagement– Fundraising; faculty, department reputation; global
collaboration
April 8, 2023 Open Sharing, Global Benefits 8
Universities working together to advance education andempower people worldwide through opencourseware.
Existing Processes
• Educational materials “lifecycle”
• IP management
• Faculty support teams
• Research and communication
April 8, 2023 Open Sharing, Global Benefits 9
Universities working together to advance education andempower people worldwide through opencourseware.
Pain Points
• Stakeholder buy-in
• Faculty time
• Materials ownership
• Scarce resources
April 8, 2023 Open Sharing, Global Benefits 10
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
April 8, 2023 Open Sharing, Global Benefits 11
Universities working together to advance education andempower people worldwide through opencourseware.
Structuring your OCW Team—Considerations
• Size and Structure of Institution• Institutional Culture• Flow of OCW Support• Existing E-learning Resources• Financial Resources• Financial Sustainability• Project Goals• Work Flow
April 8, 2023 Open Sharing, Global Benefits 12
Universities working together to advance education andempower people worldwide through opencourseware.
Structuring your OCW Team—Sustainability
• Cost-Benefit Models– Reduce costs– Increase benefits
• Third-Party Funding Models– Foundations, Government– Sponsorships– Donations– Endowment
• Value-Added Models– Fees for goods and services– Membership
April 8, 2023 Open Sharing, Global Benefits 13
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—Considerations at Notre Dame
• Project Support from Provost’s Office, Faculty• Tension between Graduate and Undergraduate
Needs• Minimal Distance Education in Institution• In-Project Planning rather than Top-Down Direction• Start with Grant, Need to Develop Grass-Roots
Support • Goal Not to Publish Everything, but to Showcase
Strengths• Flexible Work Flow
April 8, 2023 Open Sharing, Global Benefits 14
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—OCW Structure at Notre Dame
• Project Director Hosted by Center for Teaching and Learning
– Strategic Recruitment of Faculty
– Training and Supervision of Course Production Assistants
– Resolution of Intellectual Property issues
– Technical Oversight of Project
– Outreach, Assessment and Development Efforts
– Coordination with other parts of the Campus Community
– Communication with Consortium and Broader OER Community.
• A Variety of Campus Professionals
– Intellectual Property Consultation with General Counsel’s Office
– Assessment via Office of Institutional Research
– University Librarians, Museum Curators, etc.
April 8, 2023 Open Sharing, Global Benefits 15
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—OCW Structure at Notre Dame
• Course Production Assistant (at Notre Dame this is usually a Graduate Student in the relevant discipline)
– No html skills necessary
– Focus on familiarity with the discipline, so as to best adapt/develop the strengths of the course to suit the online environment
– Basic intellectual property management
• Undergraduate Student Workers
– Routine clerical work (e.g., metadata entry)
– Photography, Videography
– Some coding and/or design work (e.g. flash module)
– Intellectual Property Training by Reference Librarian
• Work Flow sometimes too flexible, requires close monitoring
April 8, 2023 Open Sharing, Global Benefits 16
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—Considerations at Michigan State
• Faculty driven• Provost and Administrative support• Enhance value of online programs• No/low-cost, decentralized solution required• Strategic approach using the MSU Global product suite
model:
April 8, 2023 Open Sharing, Global Benefits 17
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—OCW Structure at Michigan State
• Facilitators– MSU Global– Libraries Computing and Technology– Office of Intellectual Property
• Internal Advisory Group
– Faculty– Program Leaders– Faculty Development Office– University Relations– Stakeholders
April 8, 2023 Open Sharing, Global Benefits 18
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—OCW Structure at Michigan State
• Make existing LMS materials open and findable– LCT Virtual University Design and Technology support faculty
to enable their ANGEL courses to be open– MSU Global staff make non-credit program content available– MSU Global staff maintain a catalog of OCW
• Make existing web materials open and findable– License, tag and catalog existing material
• Find solutions to co-create content– Wikieducator wikieducator.org/International_Finance– Wikiversity en.wikiversity.org/wiki/Trade_Finance
April 8, 2023 Open Sharing, Global Benefits 19
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—Considerations at MIT
• Initial commitment• First-mover funding advantage• Must succeed• Minimal faculty impact essential• Heterogeneous technology environment
April 8, 2023 Open Sharing, Global Benefits 20
Universities working together to advance education andempower people worldwide through opencourseware.
Examples—OCW Structure at MIT
• Reports to provost• Big central organization• Outsourced data entry• Staff imbedded within departments• High touch, high-quality process
April 8, 2023 Open Sharing, Global Benefits 21
Universities working together to advance education andempower people worldwide through opencourseware.
Structuring Your Own OCW Team —Considerations
• What is the Size and Structure of Your Institution?
• What Factors in Your Institutional Culture Might Contribute to OCW Production?
• In What Direction(s) does Your OCW Support Flow?
• What Are Your Existing E-learning Resources?• What are Your Financial Resources Now? In the
Future?• What Kind of Work Flow is Feasible in Your
Circumstances?
April 8, 2023 Open Sharing, Global Benefits 22
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
April 8, 2023 Open Sharing, Global Benefits 23
Universities working together to advance education andempower people worldwide through opencourseware.
• Mixed economy
• Open source Learning Management System (LMS)
• Proprietary Learning Management System (LMS)
• Content Management Systems (CMS)
Overview of OCW technologies
April 8, 2023 Open Sharing, Global Benefits 24
Universities working together to advance education andempower people worldwide through opencourseware.
• Interoperability and standards
• Audio/visual – an open approach?
• Web 2.0 - social networking, bookmarking, folksonomies, blogs, wikis
• Delivery – RSS, metadata, print
• Accessibility
Overview of OCW technologies - formats
April 8, 2023 Open Sharing, Global Benefits 25
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
April 8, 2023 Open Sharing, Global Benefits 26
Universities working together to advance education andempower people worldwide through opencourseware.
Course Curriculum and Content• Factors to consider
– Intellectual Property: is there enough publishable content to make a ‘good course’?
– Does it showcase our institution’s ‘speciality’?– Does the course meet General Education needs?– Quality of content– Remove or replace 3rd party copyrighted materials?– What kinds of things would need to be localized?– How enable re-use, re-mix and re-publish?
April 8, 2023 Open Sharing, Global Benefits 27
Universities working together to advance education andempower people worldwide through opencourseware.
Curriculum and Content—Notre Dame
• Quality of Content• Topical Coherence with Other Offerings• Compatibility of Course Methodology• Intellectual Property• Appeal to Users, Especially Prospective Students
and Alumni• Potential for Improving On-Campus Teaching • Potential for Expanding Range of Tools and
Methods
April 8, 2023 Open Sharing, Global Benefits 28
Universities working together to advance education andempower people worldwide through opencourseware.
Curriculum and Content—Michigan State
• Strategic Product Suite Decision• MSU Quality• MSU Brand• Intended Use• Intended Community
April 8, 2023 Open Sharing, Global Benefits 29
Universities working together to advance education andempower people worldwide through opencourseware.
• Structured Learning Units
• Portion of entire course
• Intellectual property
• New vs archived materials
• Interest to partners—e.g. BBC
• Introductory level to postgraduate
OCW curriculum and content - OpenLearn
April 8, 2023 Open Sharing, Global Benefits 30
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
FREE ≠ OPEN ≠ LIBRE
April 8, 2023 Open Sharing, Global Benefits 32
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—Wiley’s 4R’s
• Reuse– use the work verbatim, just exactly as you found it
• Rework– alter or transform the work so that it better meets your needs
• Remix– combine the (verbatim or altered) work with other works to
better meet your needs
• Redistribute– share the verbatim work, the reworked work, or the remixed
work with others
April 8, 2023 Open Sharing, Global Benefits 33
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—Choices
• Attribution• Commercial• Share Alike• How Usable?
– Re-use – Re-work (derivative works)– Re-mix (mixing licenses)– Re-distribute (mixing licenses)
April 8, 2023 Open Sharing, Global Benefits 34
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—The Basics
• IP Law varies from country to country, but it generally provides legal protection—over a stated period of time—for original works of authorship fixed in a tangible medium of expression. Both published and unpublished works usually are protected.
• IP Law generally reserves to the creator of a work the right to authorize who may:– Create derivative works from the original work– Distribute originals or copies of the work, or– Publicly display or perform the work.
• Once the stated period of time is over, the work enters the “public domain.”
April 8, 2023 Open Sharing, Global Benefits 35
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—The Basics
• IP Law and OCW—Creative Commons License– Attribution– (Non-Commercial)– Share-Alike
• Intellectual Property Rights must be determined before they can be shared
• Relative Values of Licensing Consistency and Content Richness
• Very Limited Fair Use Coverage—Murkiness of the Law
April 8, 2023 Open Sharing, Global Benefits 36
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—Getting to Know Your General Counsel• Develop a License Request You Both Can Live With
• Determine Your Institution’s Attitude Toward IP Ownership of Faculty Course Materials
• Determine How Much IP Adventure Your Institution Can Bear
• Establish a Good Faith Relationship
• Understand that Fair Use Determinations Generally are Handled on a Case-By-Case Basis:
– Seek and Document Advice Before Embarking on a Fair Use Argument. The documentation establishes your “good-faith effort” not to infringe.
– (at least in the US) A License Request does not undermine a fair use argument
April 8, 2023 Open Sharing, Global Benefits 37
Universities working together to advance education andempower people worldwide through opencourseware.
Intellectual Property—Navigation
• Documentary Tools:– Standard Object License Request– Database and/or spreadsheet for tracking all objects and their status
• Other Licenses:– Participant License for Instructors, Students– Work-For-Hire License for OCW Employees
• Clear chain of responsibility for IP Management
April 8, 2023 Open Sharing, Global Benefits 38
Universities working together to advance education andempower people worldwide through opencourseware.
I. Making the OCW Case at Your Institution
II. Structuring Your OCW Team
III. Technologies for OCW
IV. OCW Curriculum and Content
V. Intellectual Property
VI. OCW Assessment
VII. Questions
April 8, 2023 Open Sharing, Global Benefits 39
Universities working together to advance education andempower people worldwide through opencourseware.
Assessment—Evaluation and Communication
• Why evaluate?– Business decision– Funders and stakeholders– Evaluation vs. research
• Communicating is essential
April 8, 2023 Open Sharing, Global Benefits 40
Universities working together to advance education andempower people worldwide through opencourseware.
Assessment—Evaluation and Communication—Considerations
• Whose buy-in is essential?• How are you funded?• What resources are available for evaluation and
communication?
April 8, 2023 Open Sharing, Global Benefits 41
Universities working together to advance education andempower people worldwide through opencourseware.
Assessment—Evaluation
• Develop a plan– Keep it simple: Access, Use, Impact– Hook into other evaluation on campus– Make the effort for qualitative data
• Keep the resources on it
April 8, 2023 Open Sharing, Global Benefits 42
Universities working together to advance education andempower people worldwide through opencourseware.
Assessment—Communication
• Identify key stakeholders
• Develop key communication documents
• Develop communications schedule
• Stories are important
April 8, 2023 Open Sharing, Global Benefits 43
Universities working together to advance education andempower people worldwide through opencourseware.
Thank You!Visit The OpenCourseWare Consortium portal athttp://www.ocwconsortium.org
Contact the Consortium at:[email protected]