My TEDxNYED Talk

Speaking at TEDxNYED
Photo by AntonioViva.

I had an absolutely brilliant time at TEDxNYED over the weekend, reconnecting with old friends like Larry Lessig, George Siemens, Neeru Khosla, and Dan Cohen, and making new friends like Michael Wesch, Gina Bianchini, Amy Bruckman, Chris Lehmann, and Dan Meyer. The videos of our talks will be online in a few weeks.

In the mean time, I’m posting the final version of the notes I wrote before creating slides for the talk. This is the fifth or sixth version of the notes, and due to time constraints not even all of this version got in – but much of it did. My words on stage didn’t mirror these rough notes directly, but the notes capture the spirit of the talk. You can view the slides for the talk on Slideshare.

Open Education and the Future

What is meant by “openness” in education?

Let’s begin by defining terms.

For over a decade, openness in education has been an adjective describing educational artifacts.

Open content, open educational resources, open courseware, and open textbooks all mean teaching materials that are shared with everyone, for free, with permission to engage in the 4R activities.

The 4Rs are reuse, redistribute, revise, remix.

Open access to research means that articles describing the results of research are shared with everyone for free, generally with permission to engage in the first 2R activities (but sometimes all 4).

While the nouns being modified (content, resources, courseware, textbooks, and research articles) differ from each other, the activities that we associate with operationalizing openness is the same – acts of generosity, sharing, and giving.

Openness is about overcoming your inner two-year-old who constantly screams, “Mine!”

Unfortunately, much in modern law and policy works together to enable us to shout “Mine!” ever more loudly, to stomp our feet with ever less self-control, and to hit each other with harder and sharper toys, all the while soothingly whispering in our ear that this unbridled selfishness is appropriate behavior. Regrettably, many educators and administrators have allowed themselves to be swayed by the siren’s song that sings the half-truth, “It’s ok. It’s legal. Go ahead.”

Openness reminds us of what we knew intuitively before society gave us permission to act monstrously toward one another.

What is the appropriate role of openness in education?

The question is deeply insidious. The question implies that openness might play any of several roles in the educational enterprise. The question distracts people from seeing that openness is the sole means by which education is affected, and that education is inherently an enterprise of generosity, sharing, and giving.

Suppose we have two people: One has some kind of expertise, the other desires to have this expertise but does not. At its core, it is this asymmetry that makes education possible. And education is the sacred relationship of sharing that these two individuals enter in to. If the one refuses to share with the other, there is no education.

And in fact, we call those educators most successful who share the most thoroughly of themselves with the most students.

Of course, this sharing isn’t a simple “want one of my cookies?” kind of giving away. First, the sharing we call education is a complex, conjoint effort in which the offering act and the receiving act are equally important and have to come into coordination and the actors have to come into an at-one-ment with each other.

The nature of the sharing we call education is significantly affected by new media and technology.

Expertise (or whatever you want to call the source of the asymmetry) has the magical property of being nonrivalrous or noncompetitive – meaning that a teacher can give of them without giving them away. You are probably familiar with Jefferson’s comparison: “He who receives ideas from me, receives instruction himself without lessening mine; as he who lights his taper at mine receives light without darkening me.”

(It’s a good thing for society that expertise works this way, or else teachers would be like the proverbial honeybee who can sting only once and then dies.)

While expertise can be given without being given away, external expressions of expertise (like a book) cannot.

Or could not, until recently. New media and technology have given digital expressions of expertise this same magical quality. While you have to wait for a book to be put back on the shelf before you can read it, everyone in this room can read the online version of the book simultaneously.

For the first time in the history of humanity, external expressions of what we know have the same magical property as knowledge itself. Like the flame of Franklin’s candle, both ideas and their expressions can now be given without being given away.

This ability to give without giving away provides us the technological capability to share on an unprecedented level. In other words, the Internet enables education on an unprecedented level.

(There are additional important aspects of education beyond sharing external expressions of expertise, things like debate, discourse, discussion, and other types of communication. And it turns out the Internet is pretty good at facilitating these as well.)

However, technology never appears on stage alone. Technology always plays opposite its nemesis, policy. And this pair have quite a stormy history.

The 15th century saw what many have argued to be the greatest technological advance of the millennium – Gutenberg’s printing press. In contrast to this unprecedented capability to produce books, leaflets, and other expressions quickly and inexpensively, the 15th century also saw restrictions on the distribution of information that make a global DMCA seems like a parade of rainbow sparkle ponies.

While Gutenberg’s own masterwork was a 42 line edition of the Bible in Latin, the common people were desperate for access to an edition of the scriptures they could actually read. Rather than utilize the new capabilities afforded by the press to provide meaningful access to the word of God, the church instead used the press’s efficiencies to ramp up production of indulgences (papers you could purchase to have your sins or the sins of a deceased ancestor forgiven), while affecting policies outlawing possession of memorization of the scriptures in various vernaculars. For example, 15th century English law read,

“Whosoever reads the Scriptures in the mother tongue, shall forfeit land, cattle, life, and goods from their heirs forever, and so be condemned for heretics to God, enemies to the crown, and most arrant traitors to the land.”

However, as it always does, capability plus demand made for a thriving market for pirate Bibles. And during the first year this law was in
force thirty-nine people were hanged for its violation and their bodies burned.

This collision of powerful new technology, outdated policy, and overwhelming demand enabled the series of major historical events we now call the Reformation.

In our own day, as new media and technologies provide us with mind-boggling capabilities for sharing and education, we occasionally run into outdated policies and ways of thinking. For example, we see technology being turned against it potential and made to conceal and withhold. For example, a course management system like Blackboard theoretically has the potential to greatly improve educators’ capacity to share. But instead CMSs takes the approach of hiding educational materials behind passwords and regularly deleting all the student-contributed content in a course. If Facebook worked like Blackboard, every 15 weeks it would delete all your friends, delete all your photographs, unsubscribe you from all your groups, etc.

In 2008 a Florida professor began legal proceedings on the theory that his lectures were his copyrighted intellectual property, that students’ notes were derivative works of his copyrighted material, and that he as the rights holder had the authority to say what students could and could not do with their notes. After screaming “Mine!” and stomping his feet at students and administration, he decided to throw a toy. After all, in the current legal context and climate of “intellectual property rights,” it was legal and apparently acceptable for him to do so.

It makes me wonder… could any of these students go on to be professors in this field? If they did, would they need his permission to “publicly perform” a lecture based in part the notes they had taken in his class? Or could any of these students take jobs in this field, since applying what they had learned might constitute another kind of public performance? Do we really want to head down that path?

We also see demand for education growing at an unbelievable rate. Worldwide, in higher education there are currently around 120M students. The increase in demand is estimated to be an additional 150M students. In India alone, two new universities would have to be built each week for the next decade to meet demand. While this demand is growing, our funding is shrinking. This both diminishes our capacity to provide education and makes what we do provide more expensive.

In short, education finds itself using radical new technology in backwards ways, reinforcing those outdated ways of thinking with law and institutional policy, and unable to satisfy rapidly increasing popular demand. Sound familiar? We are pitched on the edge of another great Reformation.

Which brings us back to openness.

Education has to some degree lost its way; forgotten its identity. We’ve allowed ourselves and our institutions to be led away from our core value of openness – away from generosity, sharing, and giving, and toward selfishness, concealment, and withholding. To the degree that we have deserted openness, learning has suffered.

We’ve been blessed with incredible technical capabilities in our day. Will we use them to increase the openness, generosity, and sharing of our institutions? Or will we use them perversely, against their own potential, to further close, conceal, and withhold?

New media and technology do have a critical role to play in the future of education. But regardless of how they audition, new media and technology will only get to play the part we assign them. The only legitimate role for new media and technology in education is to increase our capacity to be generous with one another. The more open we are, the better education will be.

Response to George on “Openness”

I’m extremely grateful for George’s recent post, “Open isn’t so open anymore.” It’s thoughtful and thought-provoking. I won’t respond to the post sentence for sentence, but I do want to respond to some of the major points. Hopefully an interesting dialog will ensue (I believe this is George’s goal as well). I’m going to cut and paste pieces from throughout together in order to respond to similar thoughts in one place.

We need some good ol’ radicals in open education. You know, the types that have a vision and an ideological orientation that defies the pragmatics of reality. Stubborn, irritating, aggravating visionaries. Today, I fear, open education is beset with a more moderate spirit…

Richard Stallman has been somewhat replaced by, or even written out of, the open source movement. Stallman was (and still is) an uncompromising radical. Or at least that is how the well established proprietary software field sees him. The open source movement developed in response to what others perceived as Stallman’s unpalatable views for mainstreaming openness.

I’ve stated in the past that I’m concerned about open education suffering the fate of Stallman – marginalized because it is not palatable at the “power table”. I still think this is a valid concern. But we first need a Stallman in open education before we can even begin to marginalize him. We need an idealist that sets the stage for thinking and debate around openness.

I would disagree and say that we have plenty of stubborn, irritating, aggravating voices in the open education space. A few examples that I respect greatly: First, it’s well known how much Stephen aggravates me, and how uncompromising he is. Second, Kim Tucker works so hard to bring the purity of Stallman’s ideas into the open education space that he sometimes appears to be a reincarnation of St. Ignucius himself. Derek Keats is also a champ in this regard. The UNESCO listserv “discussions” (aka battles) over licensing issues, which are at the very core of openness, were really something.

I don’t want to launch into a full-on defense of pragmatism; however, it is easy to see why the open source movement had to emerge from what Richard was doing with the “free software” movement. He couldn’t get a seat at “the table” because he wouldn’t speak in a language anyone at the table cared about. He still refuses to – and he still doesn’t have a seat at the table. Now, being uncompromisingly committed to principle is fine, as long as you don’t mind being ignored by certain groups. It can mean a life of “being translated” so that others can understand you, which consequently means a life of not having a direct impact, because your message is always being rewritten by a mediator so that it can be understood. (Hence, Eric Raymond has been an extremely popular consultant and wielded a huge direct influence on the computing industry, while Richard has not.) If you want the attention of those groups “at the table,” and you want the opportunity to engage them directly, you have to speak their language. And sometimes you have to adapt your message. I believe that protecting one’s ability to adapt appropriately for different audiences is one of the key benefits of openness, so I will be curious to hear whether George thinks adaptations are appropriate or not.

While we often hear criticism of Stallman’s inflexibility, he has done more to advance openness by not accommodating than he could have possibly done by assuming a moderate or even commercial stance.

I disagree wholeheartedly. Without translators like Raymond, who adapted Stallman’s message so that a broader audience could both (1) understand and (2) see the value of it, Stallman and his philosophies would still be niche players on the global scale today. (Let the firestorm begin.)

David Wiley states that open is a function of gradients (“a continuous, not binary, construct”). According to Wiley, openness is not an ideological concept, like democracy, but rather a functional or utilitarian construct: like a door or window being open or partly open. I can see the appeal of this view – the value of something is discovered in its implementation. But it seems wrong to me when applied to an ideological concept such as openness.

I’m not sure why George makes the leap from my more nuanced view of openness to my somehow not believing that openness is an ideological concept. Of course openness is a concept – and of course people are ideological about it’s meaning. But, like democracy, little concrete debate can be had about the concept (and no implementation of the concept can occur) until it has been operationalized. How can you debate a concept without a concrete proposal as to it’s meaning?

Unfortunately, many people have taken the stance that the open education movement’s notion of openness should be exactly the same as the open source software movement’s definition. Because software and content are different in meaningful ways, I don’t think such a simple-minded, whole-cloth adoption makes sense. This is why I have proposed the 4Rs Framework for thinking about openness specifically with regard to content (including educational resources):

1. Reuse – the right to reuse the content in its unaltered / verbatim form
2. Revise – the right to adapt, adjust, modify, or alter the content itself
3. Remix – the right to combine the original or revised content with other content to create something new
4. Redistribute – the right to make and share copies of the original content, your revisions, or your remixes with others

I guess George doesn’t see value in my “framework” for thinking about openness. His discussion makes me believe that he doesn’t see the 4Rs Framework as being able to disqualify things from being open (“The gradient of democracy has a threshold”). However, as I’ve discussed in the past, there is content that clearly fails to grant any of these rights (and so is closed). There is also content that only grants reuse and redistribution rights, while denying revision and remixing rights (which I call “2R open”). Finally, there is also content that grants all four rights (which I call “4R open”). Clearly, traditional textbooks are not open according to this framework. Anything with a standard (c) statement is not open according to this framework.

In response to my statement:

Licenses have therefore provided people with license options to help them more effectively accomplish their personal goals. This tolerance for different goals and explicit support for people in achieving them is something we should cherish and extend beyond our licenses into our community discourse and behavior. If another person or institution’s approach to openness doesn’t help you meet your goals, then look for help somewhere else – don’t criticize them.

George says:

We should criticize. We should debate. By not criticizing gradient views of openness, by failing to establish a solid foundation on which to discuss openness, we are providing an ideology for our generation, not one that serves as a future-focused movement. Openness is a hard topic to discuss ideologically because it’s important. Yes, pragmatics are easier. But pragmatics have a short life span.

Openness is not a methodology. Openness is an ideology along the lines of democracy. It is worthy of theoretical discussion. And various modes of implementation should be subject to debate and criticism.

Two things are entangled in my comment and George’s response – the productive criticism of the ideals of our movement, and the criticism of individuals or institutions that gets personal and becomes both unprofessional and unproductive. I strongly believe that we should engage in criticism and debate with regard to the ideals of our movement itself. No meaningful progress can be made if we don’t. We also desperately need to engage in criticism and debate about the processes and methodologies in which these naked ideals are clothed in the real world. No meaningful progress can be made if we don’t. However, when everyone starts bashing MIT, or starts talking about how stupid anyone is that would ever use the NC clause, or what a waste of space institutions who share pdf files are, then what could be productive conversation turns into vindictives that move the field backward.

Why spend days, even months, debating seemingly insignificant details of openness? Why not just produce something and share it in any manner you wish?

The debate is great, and productive, and I think this series of posts shows that some of us are engaging in it. We just don’t want to discourage people from making their first forays into being open by slamming their “moronic decisions.” They’re worried enough about whether or not they should be open without us attacking their first attempts. We should be supporting them, not belittling them. I’m not claiming that George belittles people, but there is far too much of that in the open education movement right now.

As I’ve said above, I believe that because content and software are meaningfully different from one another, their definitions of open should be meaningfully different as well. I’m not sure if George shares that sentiment, since his article seems to flow freely between software systems and other aspects of open education. Though he does make this nod:

What does it mean to be open? What is an open methodology? What does openness look like in relation to technology, information, learning content, administrative systems (transparency of the student record and related data collection by an institution), and pedagogy?

George continues with a quote:

Robert Hutchins has stated that “the death of democracy is not likely to be an assassination from ambush. It will be a slow extinction from apathy, indifference and undernourishment”. A similar concern exists for openness in education.

I think a great example of that undernourishment is the belief that open means the same thing no matter where you find it. While we’re appreciating the differences in software and content, we should look ahead and see that when the ideal of openness finally starts to make its way into the broader institutional policy discussion, it’s definition will have to adapt again. Neither the Open Source Definition nor the 4Rs Framework will be sufficient for the language spoken at that particular table.

We also have to realize, admit, and feel comfortable with the fact that openness does not belong everywhere in education. For example, if students want to keep their grades private, they should be able to. And the existence of one area where openness does not and should not apply should lead us to look sincerely for other areas where it does not and should not apply. I don’t believe George is promoting it, but you don’t have to look far to find voices calling that all copyright should be abolished and all information should be open. This is the cry of a zealous fanatic, not the impulse of a thoughtful person.

Remaking our educational institutions into places where openness is a core, ambient, unconscious value of all who work there is a more intricate and involved matter than giving everyone on campus a copy of the OSD and saying “apply this in all aspects of your professional and personal life.” “Openness” the ideal needs to mean specific things in specific contexts in order for it to be applied usefully in those contexts. It will mean one thing in the IT context, another in the research / scholarship context, another in the teaching and learning context, another in the broader policy context, etc. And we need to thoughtfully develop these different meanings through writing and debate.

Many of us, myself and George included, are aggressively pursuing systemic change in education. (Some of the more radical voices in the field simply want to burn education down and plant new seeds in its ashes.) George asks an important question that each of us should be open about answering – ‘why are we pursuing this change?’ Personally, my reasons for wanting to increase the openness of all aspects of education, each in their own appropriate way, are moral, ethical, and ultimately religious. I continue to be inspired by the great 1975 address by LDS Church President Spencer W. Kimball to the BYU community, which included the following statement:

We must be willing to break with the educational establishment (not foolishly or cavalierly, but thoughtfully and for good reason) in order to find gospel ways to help mankind. Gospel methodology, concepts, and insights can help us to do what the world cannot do in its own frame of reference.

Ideas like “sharing” are not concepts that flow directly out of the market, and there is little that the market can tell us about how to do it well. I would never claim that Mormonism (or Christianity more broadly) has cornered the market on loving and serving your fellow man, but my personal belief that I should “love my neighbor as myself” is the bedrock on which my life-long pursuit of increasing openness is built. That principle, sometimes called the “second great commandment,” is one which certainly requires adaptation to the individual, but never needs to be compromised.