An Accidental, Systematic Attack on OER Sustainability Models

UPDATE: In a discussion about this post on LinkedIn, the following points of clarification were made: (1) the Kansas State University fee I use as an example below is a course type fee_, not a_ course materials fee_, (2) faculty have to proactively ask the university to charge their students this extra fee for their course, (3) despite being called the “Open/Alternative Textbook Initiative course fee,” only 10% of what students pay goes to the Open/Alternative Textbook Initiative - 90% of the money goes to the faculty member’s department, and (4) there is no way for students to opt out of paying this fee. So clearly this fee wasn’t the best example to use in making a point about the sustainability of OER._ ...

March 4, 2024 · David Wiley

Reflections on a Conversation about a US National Open Education Strategy

I recently attended one of the community meetings discussing whether or not a national open education strategy is needed in the US. There were two other meetings I did not attend, so I can’t speak to them. But here are my quick takeaways from the meeting I did attend: There was enthusiasm about the idea of a national open education strategy. There were very few expressions of doubt about the need for a strategy (beyond those I expressed). It felt like everyone who came to the meeting was already on board with creating a strategy before we began discussing its merits. No one knows what the purpose of such a strategy would be. There was no discussion of what the goal would be of creating a national open education strategy. There were several times during the meeting when attendees were asked to contribute their thoughts on a range of topics. Each time I asked some version of “what goal would this strategy be trying to achieve?” No one seemed interested in discussing the question, neither the session moderators nor the participants. I asked the question repeatedly because it’s impossible to create effective strategy without a clear goal that you’re trying to achieve with the strategy. I predict a national “open education” strategy would actually end up being something like a national zero textbook cost strategy. The sense I got is that reducing textbook costs isn’t enough anymore, the advocacy has moved on to eliminating them. For many years now what people call OER advocacy has actually been “zero textbook cost” advocacy. This is partly because policymakers don’t understand openness, but they do understand costs. Consequently, in order to get a grant program created in your department / institution / system / state / country you have to focus on the amount of money the program will save constituents. So for the last decade or so there has been a lot of energy devoted to either “OER programs with a laser focus on cost savings” or “zero textbook cost” programs. The US Department of Education’s Open Textbooks Pilot program is a great example. It “supports projects at eligible institutions of higher education that create new open textbooks and expand the use of open textbooks in courses that are part of a degree-granting program, particularly those with high enrollments. This pilot program emphasizes the development of projects that demonstrate the greatest potential to achieve the highest level of savings for students through sustainable, expanded use of open textbooks in high-enrollment courses or in programs that prepare individuals for in-demand fields” (emphasis added). Expect to see more of this language - probably switching from “highest level of savings” to “eliminating costs” - in any future strategy. The strategy may have little to nothing to do with openness. Because there are many ways to eliminate textbook costs or “achieve the highest level of savings for students_”_ without using OER (e.g., library resources, traditionally copyrighted resources online, etc.), a national “open education strategy” may not actually end up being about open education at all. The one place openness might make an appearance is in language like, “one way to eliminate textbook costs is to adopt OER.” But it seems likely that OER and openness would play a supporting role to the real star of the strategy, eliminating textbook costs. A national zero textbook cost strategy would be the beginning of the end for the OER movement as we know it. I’ve written before about how the adoption of “zero textbook cost” policies undercuts the sustainability models used by OpenStax and other large OER publishers, who sustain their efforts through sales of related products like homework systems and printed editions of their books. If some version of the zero textbook cost policies that exist at select institutions were to be implemented nationally, it would be a death knell for major OER producers and maintainers. OER advocates may see their national strategy work backfire much sooner. Many OER advocates are vocal critics of inclusive access and equitable access models, and the US Department of Education is poised to prohibit schools from automatically billing students for their course materials. However, inclusive access and equitable access aren’t the only models that automatically charge students a fee for their course materials. Many institutions charge students a fee associated with their OER courses as a way of funding the institutions’ OER efforts. For example, Kansas State University’s Open/Alternative Textbook Initiative course fee is a $10 fee that is payed by students in courses that use OER and other free, traditionally copyrighted resources. But this fee, and others like it that have helped sustain institutional OER efforts for many years, will likely be prohibited under the new rule. These are very plainly fees for course materials that are automatically billed to students. The main difference between these fees and inclusive access models being that with inclusive access its possible to opt out. (It’s almost like every time the OER community finds a sustainable model, the OER community turns around and undercuts it!) There was not a single mention of generative AI. I wrote at length a few weeks ago about how generative AI completely changes the future of OER, and specifically spelled out what that meant for a potential national strategy on open education. I purposefully didn’t raise the topic of generative AI in the meeting because I wanted to see if anyone else would raise it. Generative AI wasn’t mentioned a single time. Creating a national open education strategy in 2024 that didn’t account for generative AI would be like creating a national transportation strategy centered around horses and buggies. If zero textbook cost policies and prohibitions on models like inclusive access don’t kill the OER movement, a determination to ignore generative AI for the same cost-related reasons definitely will.

February 21, 2024 · David Wiley

AI, Instructional Design, and OER

2022 saw some significant advancements in artificial intelligence. My threshold for “significant” here being that the advances moved out of labs and arXiv.org preprints and into tools that many people were using and talking about. Lots of people thought text-to-image tools like DALL-E, Stable Diffusion, and Midjourney were fun. But Large Language Models (LLMs), and particularly the recent demo of ChatGPT, seem to have put the fear of God into everyone from middle school English teachers to the CEO of Google. The potential partnership between OpenAI (the makers of ChatGPT) and Microsoft may even present the first substantive challenge to Google’s search monopoly we’ve ever seen - and that’s saying something. While most of the dialog around AI and education seems to be focused on assessment, I think the implications for instructional designers are critically important, too. And, because you’ve got to play the hits, let’s look at what their impact will be on OER as well. ...

January 23, 2023 · David Wiley

A New Model for OER Sustainability and Continuous Improvement

I’ve been interested in sustainability models for OER for decades. (Longtime readers may recall that the research group I founded at Utah State University in 2003, the Open Sustainable Learning Opportunities group, became The Center for Open and Sustainable Learning in 2005, which I directed until I moved to BYU.) And for just as long, I’ve believed that there are useful lessons for us to learn on this topic from open source software - OER’s far more popular and influential sibling. The empirical work on the sustainability of open source software (e.g., Schweik and English, 2012) is significantly further along than anything in OER, and there have been many more interesting experiments in open source sustainability than in OER. ...

April 11, 2022 · David Wiley

Reducing Friction and Expanding Participation in the Continuous Improvement of OER

I’m going to write a post or three about some of the friction that exists around using OER. There are some things about working with OER that are just harder or more painful than they need to be, and getting more people actively involved in using OER will require us to reduce or eliminate those points of friction. I’ve been writing about continuous improvement in the context of OER for a few years now. To date, I’ve written about and worked on reducing the friction involved in a relatively centralized model for continuous improvement of OER - a “top down” approach, if you will: ...

January 31, 2020 · David Wiley

From here to there: Musings about the path to having good OER for every course on campus

I spend most of my time doing fairly tactical thinking and working focused on moving OER adoption forward in the US higher education space. But from time to time I still step back and worry about field-level issues. For example, I spend a fair amount of time thinking about the future of learning materials writ large. I made what was probably the clearest statement of my vision for the future of learning materials in my Shuttleworth Fellowship application several years ago: My long-term goal is to create a world where OER are used pervasively throughout primary, secondary, and post-secondary schools. In this vision of the world, OER replace traditionally copyrighted, expensive textbooks for all primary, secondary, and post-secondary courses. Organizations, faculty, and students at all three levels collaborate to create and improve an openly licensed content infrastructure that dramatically increases student success, reduces the cost of education, and supports rapid experimentation and innovation in education. Now, make no mistake - OER is a means, not an end. My end goal isn’t to increase OER adoption. My end goal is to improve student learning, and that can be done in extraordinarily powerful ways when teachers and students are able to leverage the unique affordances of open educational resources. ...

April 25, 2019 · David Wiley

Football, Commons, and the Long-term Sustainability of OER

This post is rather long. For the tl;dr, read the final two paragraphs. Football as played in America is not the same sport as the football they play in the rest of the world. Actually, that is an oversimplification, as a wide range of very different games are called “football” around the world. (See Wikipedia for a list of its most common variations.) While these games share a common name, they are wildly different beyond some superficial similarities (they are all games played by teams of players who, to a greater or lesser degree, kick a ball in order to score points). Quite literally, the “fundamental rules of the game” are different. ...

February 4, 2019 · David Wiley

An Idea for the National Cancer Moonshot Initiative

During his 2016 State of the Union Address, President Obama called on Vice President Biden to lead a new, national “Moonshot” initiative to eliminate cancer as we know it. Today, the White House is announcing a new $1 billion initiative to jumpstart this work. (fact sheet) The country - the world, really - is fighting the war against cancer with both hands tied behind its back. This work is quintessentially cutting-edge science, and the lifeblood of work in any advanced scientific field is research. Cutting off access to research results - either the seminal (foundational) research or the very latest findings published earlier this morning - is a certain way to kill this kind of endeavor. When researchers, scientists, and others working on a project can’t find out was has already been tried, what has been proven to work, and what has already been shown to fail, they are doomed to spin frenetically in an eddy of frustrated impotence, forever. ...

May 18, 2016 · David Wiley

Reflections on Open Education and the Path Forward

There’s been a lot of discussion about open textbooks, efficacy research, and student cost savings in the wake of this year’s #OpenEd15. The general theme of the conversation has been a concern that a focus on open textbooks confuses the means of open education with the end of open education. I’m compiling a Storify of examples of this really engaging writing - you should definitely take the time to read through it. I’m not responding directly to many of the points made in those posts here, but will in later follow-up posts. The overall criticism about ends / means confusion may or may not be true - it depends entirely on what you think the end or goal of open education should be. This is a conversation we almost never have in the field of open education. What is our long-term goal? What are we actually trying to accomplish? What kind of change are we trying to create in the world? The recently published OER strategy document, as informative as it is, reads more like a list of issues and opportunities than what Michael Feldstein describes as “rungs on a ladder of ambition.” Answering these questions leads to additional, more proximate concerns, like what specific steps do we need to take to get from here to there? In his #OpenEd15 keynote, Michael pushed our thinking with some additional questions, like “Who are we willing to let win?” As I have reflected on the post-conference conversation, and these larger questions about goals and purpose, I’ve decided to share some of my current best answers to these questions. (Disclaimer: my answers are guaranteed to evolve over time.) Your answers will almost certainly be different than mine - and that’s a good thing. I’m not sharing my answers as a way of claiming that they reflect the One True Answer. I’m sharing them in the hope that they will prompt you to think more deeply about your own answers. I find that nothing helps me clarify my thinking quite like reading others’ thinking I disagree with. As we all take the opportunity to ask and answer these important questions for ourselves, and to do that thinking publicly, out loud, who knows what might happen? ...

December 3, 2015 · David Wiley

The OER Adoption Impact Explorer

(Cross-posted from the Open Education Group blog) I’m very excited to announce the launch of the OER Adoption Impact Explorer. This interactive tool lets users adjust a range of Institutional Settings to match their local context and estimate what the impact of adopting OER would be on their students and campus. Users can also tinker with a group of Research-based Settings to make the estimates more conservative or more aggressive. The goal of the Explorer is to provide OER advocates with rigorously modeled, data-based arguments that they can use in conversations with a wide range of stakeholders (faculty, administration, students, policy makers, etc.). ...

February 5, 2015 · David Wiley