What else is around? Looking at other OER repositories ...with a focus on IPR guidance – (original starting point: what guidance for depositors currently exists relating to IP in existing repositories?) – Based on first part of “StoneWorkingPaper.doc” (on HumBox basecamp) • Lots of different kinds... EdShare • An institutional repository “locked in” by password (U of Southampton) • Terms & Conditions hand over all IP rights to University “unless otherwise clearly marked” • So what use as a template for us? • EdShare includes different levels of access (“Viewing Permissions”) EdShare • “Just me” “Selected users” “School/Unit” “University” or “World” • If “World”, anyone can download the resource • Descriptions (i.e. metadata) of all resources are visible via Google • “This then generates requests from all over the place to ask colleagues to share things – even when they have not made the resource visible” Jorum • • • • Restricted to UK HE & FE community The contributors are institutions Deposit Licence is 20 pages long “The licensor hereby grants to HEFCE a non-exclusive royalty-free perpetual licence” so HEFCE can do anything it likes (charge access fees, grant sublicences...) So, a very different beast, BUT • Loads of useful help e.g. – Jorum Contributor Guidance Materials: Rights http://www.jorum.ac.uk/docs/pdf/Rights_Guidance.pdf – 2 forms of guidance for contributors • Quick Ref Guide • Step by Step Guide (includes compulsory “Rights Holder Info” section) • The message: Seek alternatives to 3rd party stuff when possible! And Jorum is changing • This year (2009-10) Jorum2, a three tier thing:– JorumOpen (creators and owners willing to share content worldwide) – Jorum Education UK (UK education sector under terms of Jorum UK licence) – Jorum Plus – special requirements not catered for in above – “typically involving restricted terms and conditions” (3rd party restrictions, institutional login...) OpenLearn • Made the decision to make all their course materials freely available, so, clear distinction between:• LabSpace – learners can, within stated limits, deposit anything or rework and remix OU materials for others to use • LearningSpace – “quality assured” – OU takes responsibility OpenLearn • OU retains the copyright for its course materials, though extracts may be made under licence • CC BY-NC-SA, Attribution Non-Commercial Share Alike – is the licence of choice for LabSpace • Contributors wishing to translate OU materials and have them appear in the LearningSpace are invited to do so, subject to a “more formal agreeement” Non-UK and International:Open Courseware Consortium • Over 200 institutions from Afghanistan, Spain, Vietnam...not just USA • They have to publish “under the institution’s name materials from at least 10 courses in a format that meets the agreed-upon definition of an opencourseware.” • CC BY-NC-SA, Attribution NonCommercial Share Alike Open Courseware Consortium • OCW “Toolkit: Making the Case” section contains useful info for contributors, faculty, admin • Presentations designed to allay the fears of:– Higher Administration – Mid-level Administration – Faculty – Information Technology team... Dutch OpenER • “Over the period 2006–2008, the Dutch Open Universiteit Nederland conducted an experiment in which Open Educational Resources (OER) were offered in an effort to bridge the gap between informal and formal learning and to establish a new style of entry portal to higher education with no barriers at all.” • Changed attitudes – great success Dutch OER workflow As in USA, it’s not assumed rights checking will be done by contributor Reproduced with permission of Robert Schuwer Connexions • Rice University • Similar to HumBox – ““small knowledge chunks ...that can be organized as courses, books, reports, etc.” • CC licence basic: CC-BY – Attribution (maybe reflects recent concerns about “non-Commercial” element?) • No mention at all of Rights information in the 202 page PDF Connexions Tutorial and Reference • Site Licence: “Neither the Connexions Project nor Rice University undertakes any obligation to review or monitor any content submitted to the Repository and shall not have any responsibility or liability in connection therewith.” MERLOT • Currently c. 20 institutions in the USA, collaborating with c. 20 African Universities in MAN (MERLOT Africa Network) • Membership mix: Individual Members, Institutional Partners, Corporate Partners Editorial Boards • “Author-Owners of MERLOT reference materials are urged to select from Table 2, the license most appropriate to their preferred use of online materials” • In practice, mostly BY-NC-SA but some BY-NCND (peer reviews, member comments) Otago Polytechnic (NZ) • Uses WikiEducator as platform to deliver courses • Recently switched to supporting free and open access to material, based on the NZ CC BY – “but with options to restrict a resource if it is needed” • Single institution, so no online guidance about submission for us to steal (it’s already there!) – but interesting background:- Otago Polytechnic (NZ) • Sought legal expertise to help draw up an initial framework to put out for consultation – according to this, Otago Polytechnic owned copyright of material developed at the institution. Reactions:• Staff: “You’re not owning my thinking! If that’s the case, I’ll do what’s required for my job and do my really creative thinking at home!” • Students: They’d do what was required to get a qualification, but would keep their best work to themselves because they wanted to be able to set up their own companies to develop their ideas after they finished study. Open Learning Initiative (CarnegieMellon) • Two paths - “Academic Courses” and:• Open & Free courses – no fees, set start/end dates, enrolment... – no access to an instructor, graded exams, feedback, or credit/verification... – Licenced using CC BY-NC-SA – No IP guidance visible on the site (because all courses written at Carnegie-Mellon?) Finally...other JISC-funded OERs like HumBox • C-Change in GEES • Organising Open Educational Resources(SC-MEDEV) Blog already authors’ context • Skills forbetrays Scientists (SCconcerns Physicalover Sciences) of re-use – something HumBox authors have already • Core-Materials (SC UKCME) expressed. Solution....??? • TRUE (SC Economics)) Talk of development of a depositor tool which automatically checks IPR aspects of the resource being uploaded It would have to do something like this... Responsibilities: individuals or institutions? • Do HumBox contributors have ownership rights over the materials that they produce and use for teaching at their institution? Or, how long is a piece of string????? Usually not - local agreements may allow them a share in the profit from them.... “The basic legal situation for all IPR is that anything created by an employee in the course of his or her employee duties automatically belongs to the employer unless there is some contract to the contrary. In the case of patentable inventions, the law also requires that should the patent result in income for the employer, then some equitable income-sharing scheme be set up with the employee. Curiously, there is no equivalent to such laws for other types of IPR, such as copyright. One crucial aspect is the wording in bold above. If someone creates something, even if done in work time and using the employer’s facilities and equipment, that was not part of his or her normal employee duties, then the default position is that the employee owns the IPR in that creation and not the employer. It should also be noted that if custom and practice in the past has been that the employer has chosen not to enforce its legal ownership of IPR from its employees, then a Court may decide there was implied waiver of ownership by the employer that was in place and continues to be in place.” (Draft Institutional IPR Policy Statement for SCA Members and Other Organisations across the Public Sector) “Under the Act, the author is the first owner of any copyright, subject to the classic exception for employees. Thus, if the work is created during the course of employment, the employer owns the copyright. This is the starting point. Universities would seem to own much of the work created by their employees, subject to any agreement to the contrary (or perhaps implied custom). This of course requires that there is an employment relationship. If not, the author is the first owner.” (Intellectual Property Rights (IPR) in Networked e-Learning) “In the higher educational sector it has been the custom and practice that copyright in articles and monographs etc (publications) belong to the author. Copyright in teaching materials has not really been an issue until recently with the advent of the digital storage of learning materials. Many institutions may not have any provisions for this in their contract clauses.” Ibid. Responsibilities: individuals or institutions? • What is the role of the institutions that employ contributors? Do institutions care about staff’s educational materials? Are institutions protective? I don’t have an answer to this one. Some evidence for a positive response • The largest number of government-assisted OER projects is sited in this country • In other countries it may sometimes be more difficult (check out OCW presentation designed to allay the fears of Higher Administration) • At Southampton, Research and Innovation is “on our side” • Most UK managers aware of the usual arguments for sharing resources (showcasing, publicity, increasing reputation of institution, benefits outweigh possible income loss) • ...but are they as aware as they should be that their institution IS its teaching and research staff, rather than, say, the sum income it can gain from international students or commercial research contracts?
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