2010 Vision session notes 1

Lessons from 2009-2010

 * 1) Planning and managing expectations (software development and events, student research projects)
 * 2) Consistent engagement and training structure (dScribe)
 * 3) Clarity of Open.Michigan's scope and mission, translating this to our constituents
 * 4) Connecting across campus to appropriate units of expertise
 * 5) Video production and editing is tough
 * 6) Lecture Capture: capture, production, distribution
 * 7) Don’t accept responsibility of a project over which you have no authority
 * 8) Tread carefully with regard to external collaborations (maintain scope and chain of command/role of responsibility)
 * 9) Learn to say no!
 * 10) Understand our community
 * 11) Don’t make promises we can’t keep
 * 12) Need to leverage and cultivate a variety of champions (especially faculty)
 * 13) Don't overly rely on our existing champions
 * 14) Keep perspective and stay practically focused: satisfice
 * 15) Be explicit on internal communications when needing input (specifically ask individuals for input or send out information as general FYI without expecting active feedback)
 * 16) Use SMART tactics

Done
italics indicate projects that did not meet anticipated objectives

Administrative


 * Internal library memo on OER
 * "OER in the library" task force report
 * Create and filled Open Education Coordinator position
 * Created permanent position for Health OER activities
 * Lost a few staff members and champions

Software Development


 * Recomp feature in OERca
 * Citation key and tag finding implemented
 * Hosting own eduCommons instance
 * migration went well
 * maintenance has been difficult
 * Improved design and resources on website
 * RFP for Drupal platform
 * Drupal Development
 * UCT brought up an instance of OERca
 * Improved copyright clearance tools

Operational


 * dScribe process refinement resulting in decreased training time
 * Still need to maintain accountability and regular engagement (structure) with dScribes
 * Experimented with dScribe as a service
 * Result we clear with services we offer;
 * Need to be able to transfer questions to appropriate Library divisions
 * Reorganizing wiki with categories

Publishing


 * 30% M1/M2 resources published
 * 870 videos finished uploaded and imported to iTunes (Dentistry)
 * A few Dental submissions accepted to MedEd Portal
 * Open.Michigan video project content published (volunteer project, not managed by Open.Michigan staff)
 * Creation of Best Practices document (Fair Use in OCW)

Engagement


 * Hosted Events: Open Everything; Copyright Camp; Copynight
 * Conferences attended: Free Culture, Connexions
 * Papers: ACM, OCWC, ACMC
 * Reading Group
 * Based initially on internal interest to stay abreast of field (internal sharing things with each other)
 * Became showcase for Open.Michigan when made public (didn’t serve its initial purpose)
 * Should re-evaluate: unsuccessful in accomplishing initial goals
 * Developed a more proactive model for OER creation, consulting and training

Doing
Administrative


 * Continuing discussions of Library integration

Software Development


 * Building an OER Publishing platform (Drupal base)
 * Continuing Search and Discovery activities

Operational


 * Engaged in NSF and Hewlett 3 grants
 * Developing a communications and outreach strategy
 * Creating a goals and metrics strategy
 * Ongoing policy work
 * Scenes a faire FU, FAQ
 * Copyrightability spectrum
 * Various form updates
 * Handing off more copyright questions to the Copyright Office
 * Creating Health OER Case Studies (institutions creating OER programs from scratch)

Publishing


 * Began defining spectrum analysis of copyright eligibility
 * Content additions: Flint Open course; Public Policy
 * Publishing M1/M2
 * Almost finished with editing M1/M2
 * Continuing to develop Ojibwe resources

Engagement


 * URC collaboration
 * Hosting UMAPS scholar
 * Began archiving our materials in Deep Blue
 * Participating in Intellectual Property class projects
 * Engaged U-M media production: CRLT, LRC
 * Fostering relationship with CIC (OER panel this fall)

Will Do
Operational


 * Create copyright Policy on Video Production
 * Review and update consent forms including making permission process more efficient for Medical School
 * Write report on PD-INEL - Public Domain – Ineligible with Copyright Office staff

Publishing


 * Create better and more DIY resources
 * Create style guide for publishing
 * Create accessibility guide
 * Increase publication of video and rich media content
 * Identify hosting sources and partners:CARMA?
 * Opencast evaluation

Software Development


 * Increase Search and Discovery activities(making our OER more findable)
 * Determine usefulness of OERca

Engagement


 * Increase collaboration with Library
 * Encouraging reciprocal links to materials with like-minded institutions and initiatives
 * Developing a communications and outreach strategy, including:
 * Cohesive events plan
 * Accountability and expectations of Open.Michigan staff roles
 * Focus on student engagement and advocacy
 * Conference presentations (Open Ed)
 * Gather and publish anecdotes and list of faculty members who have participated in Open.Michigan
 * Begin creating a strategy for open/participatory learning OUTM (think about John King as PoC and the bicentennial in 2017)

Evaluation


 * Start using Google ad words
 * Employ search optimization
 * Implement a goals and metrics strategy
 * Create more mechanisms for OER use feedback (surveys, analytics, etc.)
 * Write paper on dScribe
 * Organize internal communications and workflow (including document sharing)

Stop Doing

 * OERca development
 * Current iteration of Reading Group
 * Hosting content on eduCommons
 * Changing platforms so often
 * Working with student group projects for classes other than copyright class

SWOT
SWOT analysis

Strengths (Internal)


 * Optimistic
 * Multi-talented
 * Motivated
 * Passionate
 * Staffing is fully operational
 * Institutional support
 * Taking advantage of existing infrastructure (partnerships; social and technical)
 * Awareness of O.M
 * Pragmatic
 * Forward thinking and progressive
 * Agile

Weaknesses (Internal)


 * Overly committed to the goal of Openness.
 * Communication of our mission is hard to keep focused and clear
 * Scope: we don’t say no to many projects
 * Not yet into the U-M institutional infrastructure (eg. library transition would address this)
 * Intangible benefits of Open (how do we measure our impact?)
 * Idealistic
 * Scope creep

Opportunities (External)


 * More people interested in giving us content than we can process right now
 * Monetization of resources (eg. partnering more closely with Distance Ed) and cost recovery
 * New abilities/new personnel through partnerships/homes (e.g. MPublishing)
 * Defining the role of a Public University(do more with state, community colleges and other academic partners)
 * Alumni
 * Emeritus faculty
 * Drupal (opportunity for future software collaborations)
 * Copyright infringement lawsuit
 * Education climate (e-learning, scholarship, publishing, etc.) in general

Threats/Challenges (External)


 * People who don’t understand our mission and benefits to them,
 * In Med School: not actively advocating against us
 * Open access advocate for one aspect of Open but not for other aspects of Open
 * People who think that monetizing their materials is to the exclusion of openly licensing their content
 * Overuse of Source Unknown/PD-Inel
 * Copyright infringement lawsuit
 * Understanding the lifecycle of the materials we create and house
 * Use of published materials (internal and external)

Open.Michigan Staff Roles

 * Focus on maintaining boundaries of discrete job responsibilities and roles.
 * Past emphasis has capitalized on staff interests and skills


 * Specific positions: currently our African Health Network OER project manager maintains a pulse on all international projects until further development; new Open Education Coordinator works closely with the Publications Manager and takes on point responsibility but other staff are encouraged to attend meetings and provide input.


 * Continue to hand off copyright questions to the Copyright Office.


 * Known Issues
 * dScribe staffing in Fall 2010
 * Maintain clear line of internal communication and roles

Follow Up from Session One

 * Over the next month do a self-assessment of things that you feel are not worthwhile.
 * Everyone develop "activity pie" of how much % time we spend on various activities.
 * Complete "Doing" section and move to "To Do"
 * Act on SWOT analysis