Monthly Archive for December, 2009

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OER’s Quadrant

With apologies to Pasteur’s Quadrant, here’s another take on the Golden Ration of OER from earlier in the week. Mary made several points in the comments on that post about the interpretability of the measure. So, how about asking the same question visually?

I think you could still measure the vertical axis in standard deviations and the horizontal as change in budget (with savings being positive and additional costs being negative). To be clear, we would not expect to see learning gains simply because a piece of content has an open license. We’d hope to establish (a) at a minimum, no impact on student learning and some cost savings, or (b) more hopefully a positive impact on student learning and cost savings.

If you end up in any quadrant other than the one with the cloud, you or your project may be in serious trouble…

Utah and Creative Commons

Last year I began having conversations with Utah public school educators about sharing their educational materials as open educational resources. The conversation generally went like this:

Me: Would you be willing to share the lesson plans and other materials you create with others for them to reuse?

Teacher: Sure!

Me: Great! The best way to do that is by applying this Creative Commons license to your work.

Teacher: A copyright license?

Me: Right. So that others know for certain that they’re allowed to reuse, revise, and redistribute your work.

Teacher: I don’t think I can make copyright assignments. I’m happy to share informally, but when it comes to formal sharing, I don’t know who actually holds the copyright in the materials I create for use in my class. Sorry.

After hearing this a few times I dug into the Utah Administrative Rules to answer the question of who owns the work teachers produce for their own use in their own classrooms. The answer? The issue was not addressed anywhere in the UAR. A call to the State Superintendent’s office and some research by their staff confirmed that there was no explicit statement about who owned the teachers’ work. Consequently, no one knew who could share what with whom.

So, last summer I testified at a meeting of the Interim Education Committee and had a longer conversation with our State Superintendent and one of his staff asking for a new Administrative Rule, explicitly stating that teachers can in fact share their work under open licenses. State Superintendent Larry Shumway then grabbed a hold of the idea and worked on making it happen.

The result is the shiny new Rule R277-111: Sharing of Curriculum Materials by Public School Educators, which includes the following language:

The purpose of this rule is to provide information and assurance to public school educators about sharing materials created or developed by educators primarily for use in their own classes or assignments. The intent of this rule is to allow or encourage educators to use valuable time and resources to improve instruction and instructional practices with assistance from appropriate materials developed by other educators….

Utah educators may share materials under a Creative Commons License and shall be personally responsible for understanding and satisfying the requirements of a Creative Commons License…

The presumption of this rule is that materials may be shared. The presumption is that Utah educators need not seek permission from their employers to share personally-developed materials.

I haven’t done an in-depth review of state policies, but I believe that Utah is one of the first (if not the very first) to formally adopt language (a) saying that teachers are allowed or encouraged to share their educational materials or (b) actually mentioning Creative Commons by name. Many thanks to Superintendent Shumway and his staff for making this happen!

The Golden Ratio of OER

I appreciate the usefulness of open educational resources in supporting informal learning as much as anyone. I also care very deeply about the adoption and use of open educational resources in formal education settings. The kinds of things I lay awake at night worrying about differ depending on which of the two I’m thinking about when I go to bed.

The more people I talk to, the more convinced I am that OER has failed to establish a digestible value proposition for formal education. For better or worse, many people caught up in the day-to-day vortex of teaching, advising, mentoring, and grading don’t have the spare time to problematize publisher-school power relations, realize the virtue of local control of curriculum materials, or fully appreciate the transformative benefits of transparency.

We need to refine our messaging if we mean to impact formal education – particularly in K-12 where so many curricular decisions are made “above” the individual teacher. Perhaps our messaging can take a cue from the intersection of the current, outcomes-obsessed political climate and the slashing of school budgets in response to global economic realities. Perhaps we should begin discussing a “golden ratio” of open educational resources that compares (1) (differences in outcomes) with (2) (differences in cost) when a OER are used instead of traditional, proprietary educational materials.

(1) I’ve written at some length about why we should anticipate the delta in learning outcomes to be near zero when comparable open educational resources and proprietary educational curriculum are measured against one another. When teachers actively take advantage of the local control provided by OER licensing and engage in substantive adaptation / localization exercises, we can reasonably hypothesize an improvement in student performance. Either way, I believe we can anticipate the “differences in outcome” factor to be zero or positive. The appropriate unit for this factor is probably a standard deviation.

(2) Differences in cost need to be accounted for completely. Time spent reviewing traditional textbooks and other curriculum materials should be compared to time spent finding OER. The costs of purchasing or licensing traditional materials, distributing at beginning of term, collecting at end of term, and storing / managing between terms should be compared to the costs of storing, standards aligning, etc. open educational resources. Costs of keeping OER up-to-date should be compared with textbook replacement costs or annual licensing fees for online curriculum. Et cetera. The appropriate unit for this factor is probably percentage change in the organization’s curriculum spend.

That gives us a golden ratio of OER that looks something like:

change in performance (as standard deviation) : change in money spent on curriculum (as percentage)

Now, it is terribly important to note that a great finding like [+0.2 : -7%] is only applies to the specific open educational resources studied – THE FINDING DOES NOT EXTEND TO ALL OER. However, if we could demonstrate either (a) stable performance and money saved, or (b) performance gains and money saved, several times across different grade levels and subject matters, then we would have an argument that formal education would have a very difficult time ignoring. If we can’t show one of these two outcomes, we should seriously reconsider our work in the field.

Second, and perhaps even more importantly, I don’t think I know of any OCW or OER projects looking seriously at either of these factors (though the recent CMU OLI paper in JIME is obviously headed in the right direction). If you know of any, please drop a comment below.

What do you think? Should OER have to “put up or shut up”? If so, what metrics would you use besides learning gains and cost?




Creative Commons Attribution 3.0 United States
This work by David Wiley is licensed under a Creative Commons Attribution 3.0 United States.