OER are More than Just $Free

Open Educational Resources (OER) are expert-authored and freely-shared learning materials available in various formats. They are not just textbooks and they enable much more than resources which are “low” or zero cost. OER are licensed to be customized, can be used in-part or as a whole, and can be adapted, combined and re-shared (with proper attribution) to create something new that fits a particular purpose. This transformation affordance significantly sets them apart from resources that are temporary (rented), or described as low-cost, zero-cost, or affordable.

Open Educational Resources (OER) are freely and publicly available teaching, learning, and research resources that reside in the public domain or have been released under an intellectual property license that permits their free use and re-purposing by others. They include full courses, course materials, modules, textbooks, streaming videos, tests, software, and any other tools, materials, or techniques used to support access to knowledge. – adapted from the Hewett Foundation

By using, curating, and sharing OER, course-material selectors can reduce cost-related barriers faced by their students and beyond. Course materials cost far now than more than even 20 years ago. College textbooks have among the highest rates of price increases among U.S. goods and services according to the U.S. Bureau of Labor Statistics. These costs are real for students and have significant personal, ethical, and academic impacts.

Used with Permission. © 2018 Mark Perry, American Enterprise Institute https://www.aei.org/publication/chart-of-the-day-or-century

Affordances of OER, beyond financial savings

Open educational resources afford control to institutions and course-material selectors in making course materials permanently available to ALL learners, even after they leave school.

By virtue of their open license or Public Domain status, OER allow adaptation and customization. (While there are many open licenses, including open source software licenses, Creative Commons licenses are the most-well-known open licenses.)

Imagine being able to update course materials on the spot to enhance relevance to current events, or to clarify a concept. Imagine giving learners the freedom and responsibility to exercise higher-order level thinking skills and demonstrate their knowledge by evaluating, adapting, or creating new materials. In order to drive these points home, the University Libraries at Virginia Tech hosted the recent 2018 & 2019 Open Education Symposiums. Hosted in the spring, each symposium feature leaders, practitioners, explorers, students, and champions selected in part of the basis of their ability to illuminate affordances of open educational resources. The following recordings document major events held during the 2018 and 2019 symposiums.

Open Education Symposium 2019: Expanding Open Education in Colleges & Universities

2019 Keynote: Improving Access, Affordability, & Achievement with OER

MJ Bishop, Associate Vice Chancellor and inaugural director of the University System of Maryland’s Center for Academic Innovation

Despite the transformative power that technology has had in a whole range of businesses, the history of technology use in education over the last 100 years paints a rather bleak picture of the extent to which digital tools, in and of themselves, can lead to sustainable academic change. The issue is that we often miss the key affordances of the tools that can be employed to help solve learning problems. This presentation traces the lessons we can learn from the history of educational technology in order to explore the true promise — the true affordances — of openly licensed educational resources and the future they may hold for teaching, learning, and student success.

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2019 Lightning Round Talks and Poster Presentations

Presenters: Garnett Kinniburgh, Sue Erickson, Christine H. Terry, Robert Browder, Matthew DeCarlo, Lisa Becksford, Jason Lachniet, and Britton Hipple. Moderators: Alex Kinnaman and Kayla McNabb

Faculty, instructional designers, graduate students, and librarians from six institutions of higher education introduce their peer-reviewed posters with lightning-round style talks. Topics including: Creating open educational resources, linking open education and the career center, #openlearning19 a cMOOC for exploring open education, class book projects, introduction to Odyssey an open learning object repository, open software for graphic, and campus responses to the use of open educational resources.

View poster proceedings and event video.

2019 Panel Discussion: Facilitating Openness at the University: Connecting the Opens + Making Change Happen

Panelists: MJ Bishop, Benjamin Corl, Karen DePauw, Diana Franco Duran, Ellen Plummer, Nathaniel Porter, Peter Potter. Moderator: Anita Walz

This panel discussion begins with brief presentations of several “core open practices”: Open Access, Open Education/Open Educational Resources, and Open Data by experts from the University Libraries at Virginia Tech. Faculty, administration, and student panelists from diverse disciplines discuss their rationale for exploring and in some cases adopting and championing open practices, their perception of overlaps in philosophy and values between different types of open practices, perceptions of the value of open practices for individuals, disciplines, and institutions, and barriers, opportunities, and processes to adopting open educational practices on an institutional level.

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Open Education Symposium 2018: Open Pedagogy

2018 Keynote: Open Educational Practices: Equity, Achievement, and Pedagogical Innovation

Rajiv Jhangiani, Special Advisor to the Provost, Kwantlen Polytechnic University, British Columbia

This presentation draws on a diverse set of examples to make a case for why the shift away from traditional (closed) practices is not only desirable but also inevitable, and how open educational practices (OEP) support the modern university’s mission by serving academic achievement, faculty and student engagement, diversity & inclusion, pedagogical innovation, and the university’s Land-grant mission.

OEP support teaching, learning, and publication in an increasingly diverse faculty and student body. OEP encompass the creation, adaptation, and adoption of open educational resources, open course development, and even the design of renewable, real-world assignments where students are empowered as co-creators of knowledge. These practices leverage learning beyond socio-economic disparities and put engaged, active student (and faculty) learning at the center. These practices champion academic freedom, pedagogical innovation, applied approaches, and innovation. OEP represents learner-centered and learning-together approaches to education that radically enhance both agency and access.

2018 Panel Discussion: Getting Comfortable Working in the Open

Panelists: Matthew DeCarlo, Susan Erickson, James Harder, Jennifer Kidd, Kathryn Murphy-Judy, Carrie Hamilton, Savannah Aigner, Amy Nelson. Moderator: Anita Walz

Taking a transparent, public or open approach to one’s work as an instructor or academic can be daunting for even the most competent and skilled faculty. Faculty, students, and a librarian from five different Virginia institutions of higher education are involved in working in the open — in their teaching, publishing, creating with students, and/or building or leveraging learning experiences. Panelists discuss their motivations, opportunities leveraged, and challenges they encounter in taking non-traditional and open approaches to teaching, learning, and publishing.

Further Details

Virginia Tech’s Open education event recordings from 2014 forward are hosted in VTechWorks. Further details about past open education week events at Virginia Tech are also available.

Open Education Week is an annual celebration of the global Open Education Movement designed to raise awareness about the movement and its impact on teaching and learning worldwide. Open Education Week is organized by the Open Education Consortium. For further details see: https://www.openeducationweek.org #oeweek

Note: This is the first in a series of Open@VT blogposts that will appear over the ensuing months focusing on Virginia Tech’s “Big Deal” contracts with commercial journal publishers. As the University Libraries’ contracts with Elsevier, Springer, and Wiley come up for renewal in 2-3 years, we will have to decide whether to renew or cancel these contracts. We look forward to engaging the VT community in a conversation about the best path forward.

Dominoes falling (Photo by aussigall. CC BY 2.0)

On February 28 the University of California announced that it was terminating all of its journal subscriptions with the scholarly publishing giant Elsevier. The news sent shock waves throughout the world of higher education—not just in America but globally. Why? Because Elsevier is the world’s largest publisher of scientific research and the University of California (UC), with its ten-campus system, is one of its largest customers. The impact on Elsevier was immediate: its parent company, RELX, saw its stock drop nearly 7 percent in the aftermath of the UC announcement—and its value still has not yet recovered.

In Virginia we are paying special attention to the situation because our own research universities, including Virginia Tech, have a similar journal subscription agreement with Elsevier that is set to expire in two short years. Millions of dollars are at stake in Virginia. Globally it is in the billions.

What’s the Problem?

At the heart of UC’s dispute with Elsevier is what is known as the “big deal.” A big deal is a contract between an institution (often a university library but sometimes a business or government) and a publisher to purchase access to a large bundle of the publisher’s journals. Think of cable TV bundles in which customers get hundreds of channels at a lower per-channel rate. Many of the channels, however, go unwatched, all while customers’ bills continue to rise. The same is true with big deals. Elsevier publishes more than 2,500 journals. Many are invaluable to their fields and frequently used and cited. Many, however, are used infrequently, and yet libraries still have to buy them as part of the bundle. All the while, the price of the bundle goes up and up. Over the last thirty years library journal budgets have risen by a staggering 500 percent (see chart), which inevitably leads to cuts in other areas of library budgets. UC was paying Elsevier more than $10 million per year for its big deal. Altogether, the publisher’s revenue in 2018 surpassed $3 billion and its profits exceeded $1 billion, resulting in a gaudy profit margin of 37 percent.

Universities are understandably tired of big deals. Not only have big deals meant runaway prices, they also perpetuate an outdated business model from a time when subscriptions were an efficient way to pay for the cost of printing and distributing journals. Today subscriptions are inefficient for the simple reason that journals can be published online for immediate access. Publishers like Elsevier, however, have an interest in keeping the old system alive. This is why they continue to invest in expensive publishing platforms that restrict access to only the wealthiest institutions. There must be a better way.

The solution proposed by the University of California is to do away with the big deal concept and replace it with what is known as a “read and publish” agreement. A read and publish agreement (RAP) is a single integrated contract that enables a library to pay a one-time, up-front charge for the right to read all of a publisher’s content and to publish in any of that publisher’s journals under an open access model. The first RAP agreement in North America was announced last year, between the MIT Libraries and the Royal Society of Chemistry. Ultimately, the goal of RAP agreements is to transition scholarly publishing to a universal access model.

Momentum Is Building

UC is by no means the first university to stand up to Elsevier, but UC has special clout because of the sheer size and research output of its ten-campus system, which accounts for nearly 10 percent of the nation’s research publications. Meanwhile, governments and national research funders are increasingly demanding open access to their researchers’ articles, even imposing concrete deadlines. Sweden’s government is calling for OA by 2026. Norway’s goal is 2024. The initiative known as Plan S is even more ambitious. Originating in Europe, Plan S calls for all publicly funded research to be published in open access journals by 2020. The Bill and Melinda Gates Foundation was the first North American foundation to sign on to Plan S.

As more universities and governments push for open access, the more it seems that Elsevier is destined to lose this battle. But this does not mean that it will lose the war. Elsevier is shrewd enough to adapt to (and even shape) whatever new business model emerges around open access publishing. Perhaps anticipating this change in business model, Elsevier has skillfully and steadily turned itself into one of the world’s largest publishers of open access as well as toll-access journals. It has also been diversifying its business portfolio to the point that it no longer even refers to itself as a publisher but as a “global information analytics business.” In other words, Elsevier is not going away anytime soon.

Implications for Virginia

Virginia will soon be in UC’s shoes. In 2004 seven Virginia research universities including Virginia Tech negotiated a big deal agreement with Elsevier. (The other schools are George Mason University, James Madison University, Old Dominion University, University of Virginia, Virginia Commonwealth University, and College of William and Mary.) The number of journals in that big deal was 1,800 and the total cost to the seven universities was $27 million over five years. The license has been renegotiated several times since then, and we are now in the third year of a five-year contract covering 2,278 journals at a total cost of $46 million. This contract will expire at the end of 2021.

Not surprisingly, these universities are already looking ahead to 2021 and considering the possibility of walking away from Elsevier big deal as UC has done. (See, for instance, the University of Virginia.)

Here at Virginia Tech, the University Libraries, under Tyler Walters’s leadership, will be engaging the campus community in an ongoing conversation about how Virginia Tech can confront this scholarly publishing crisis. On this, we sincerely want your feedback. Please watch for Library-sponsored events that provide a forum for discussion. In the meantime, feel free to reach out to our librarians and engage them in conversations. Or let us know what you think by replying to this blog post or to future Open@VT blog posts. You can also find up-to-date information at the Library’s Open Access-Open Knowledge website.