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

Tidewater's "Z Degree" Nominated for Bellwether Award

Great news for Tidewater Community College, one of Lumen Learning’s first partner schools: Tidewater Community College’s textbook-free degree in business, which was launched as a pilot program with the Fall 2013 semester, is a finalist for a national Bellwether Award, given annually by the Community College Futures Assembly. Among more than 400 applicants in three categories, TCC was selected as one of 10 finalists in the “instructional programs and services” category. All finalists will present their programs Jan. 27 at the Community College Futures Assembly in Orlando, Fla., and winners will be announced the next day at the group’s annual meeting. ...

December 16, 2013 · David Wiley

Lumen Learning Update - Saving Students $700,000 Fall 2013

This month is the one year anniversary of Lumen Learning, the “RedHat for OER” I founded with Kim Thanos in October, 2012. It’s been an incredible first year, and we’ve learned a million lessons along the way - and we continue to learn more about what it takes to support OER adoption at scale every day. We’ve pulled together a summary of what’s happening with our post-secondary work for fall semester 2013 in a press release posted on the Lumen site, which begins: ...

October 4, 2013 · David Wiley

Buying Our Way into Bondage: The Risks of Adaptive Learning Services

The Perfect Storm Much of the education technology world - and many of the foundations and venture firms that provide the funding for it - are obsessed with adaptive learning. The Gates Foundation’s Adaptive Learning Market Acceleration Program RFP is the most recent evidence of this trend. The fascination largely stems from the fact that, because these systems are completely automated, they can scale. Scale matters to foundations because it means broader impacts for the work they fund. And, of course, scale matters to investors because it means more customers and, consequently better returns. ...

March 20, 2013 · David Wiley