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How to Manage the 
Adaptation of Open Textbooks 
Lauri Aesoph (laesoph@bccampus.ca) 
Amanda Coolidge (acoolidge@bccampus.ca) 
• OpenEd 2014, Washington DC 
• November 20, 2014 
Unless otherwise noted, this work is licensed under CC-BY. Feel free to 
use, modify or distribute any or all of this presentation with attribution.
How to manage the adaptation of open textbooks 
Agenda 
1. What is the B.C. Open Textbook Project? 
2. How to manage an adaptation 
3. B.C. Open Textbook Authoring Guide 
4. Challenges 
5. Successes
What is the B.C. Open Textbook Project? 
In the beginning… 
On October 16, 2012 at the annual OpenEd conference in Vancouver, the Minister of 
Advanced Education announced this project with support from BCcampus. 
Goals: 
1. Make higher education more accessible by reducing student cost through the use 
of openly licensed textbooks. 
2. Create a collection of open textbooks aligned with the top 40 highest-enrolled 
subject areas in British Columbia. 
Current Status: 
We have created, adapted or found textbooks for 38 of the identified subject areas. 
Last two subjects will be covered with new textbooks in early 2015.
What is the B.C. Open Textbook Project? 
The project grows 
In the spring of 2014, we were asked to add 20 textbooks targeting trades and skills 
training. 
We have started work on textbooks and resources with completion dates in 2015. 
1. Core trades training 
2. Culinary 
3. Adult fundamental literacy 
4. Graphic design 
5. Health care 
6. Tourism
What is the B.C. Open Textbook Project? 
Not just textbooks 
Outreach and engagement 
1. Open textbook Summits 
2. BCOER Librarians group 
3. OER Sprints 
4. Presentations 
5. Accessibility (CAPER-BC) 
Faculty Fellows Program 
Technology development 
Documentation and procedures
How to manage an adaptation 
Getting started 
1. Identify books from other collections = harvest 
2. Import the book into platform (PressBooks) 
3. Confirm that all resources are open 
4. Evaluate the book- open peer reviews 
5. Put out call for adapters
What is an adaptation? 
• Revisions and improvements based on 
reviews 
• Additional materials suggested by 
reviewers (such as ancillary resources) 
• Localization
How to manage an adaptation 
Pre-writing stage 
1. Contract with author 
2. Contact copy editors 
3. Assign OTB support (audit layout, style) 
4. Set up accounts in PressBooks (author, support team, copy editors) 
5. Training in PressBooks 
6. Author meeting (workflow and procedures) 
Innovation 
Scope creep
How to manage an adaptation 
Writing stage 
1. Refer authors to the Authoring Guide 
2. Authors write 
3. Deliver chapter(s)/unit(s) to project manager based on pre-agreed dates 
4. Project manager passes content on to the copy editor 
5. Project manager and author make fixes based on copy editor’s comments 
6. Author continues writing and improvements 
7. Book goes to copy editor for final proof reading
Copy editors 
1. Education and training 
2. Nature of this project influenced the copy editors’ role 
3. Define and reinforce parameters 
- grammar, clarity, and consistency (style sheet) 
- new and revised material 
- text body 
- in-text citations match reference list 
- figures and tables in sequential order 
4. Don’t edit 
- original material 
- subject matter 
- image captions, references, attributions 
5. Proof read ONCE 
Day 11 Oct 15 by sj sanders licensed under CC-BY-NC-SA 2.0
How to manage the adaptation 
Final Stages 
1. Project managers - book information 
2. Major vs. minor adaptation 
3. About the Book 
4. Acknowledgements 
5. About the Authors
B.C. Open Textbook 
Authoring Guide
B.C. Open Textbook Authoring Guide 
http://opentextbc.ca/opentextbook/
B.C. Open Textbook Authoring Guide
B.C. Open Textbook Authoring Guide
B.C. Open Textbook Authoring Guide 
A living book ... 
always in progress
Clean dishes 
Hängeschränke (Originale am ursprünglichen Platz) einer 
Frankfurter Küche. By Gerbil under CC-BY-SA 3.0
Dishes in the sink 
Unwashed dishes in a sink by User:mysid in the public domain
Comments
Challenges
Challenge #1 - Preparing 
Two truths 
We knew there would be issues. 
We didn’t know what they’d be. 
Problems are Opportunities by Bright Vibes licensed under CC-BY-NC-ND 2.0.
Challenge #2 – Gathering textbooks 
Assumption: 
All open textbooks contain only openly licensed 
material. 
Reality: 
Some books included restricted materials. 
Cadeado Lock by Carolos Luz licensed under CC-BY 2.0
Challenge #3 – Authors 
Assumption: 
Faculty who submit a proposal know about open, 
writing and technology. 
Reality: 
Not always. Rarely all three. 
The Big Maze by Victoria Pickering licensed under CC-BY –NC-ND2.0
Challenge #4 – Consistency 
Assumption: 
Adapting an existing textbook is 
easier than writing a new one. 
Reality: 
It was difficult to keep style, layout and language 
consistent between the original and adaptation. 
Even Chairs can Repeat Themselves by Tony Hammond licensed under CC-BY-NC-SA 2.0
Challenge #5 – Timelines 
Assumption: 
If we create a project timeline, everything will be 
completed on time. 
Reality: 
Expect the unexpected ... and plan for delays. 
Deadline by Jonathan Bliss licensed under CC-BY-NC-SA 2.0
Challenge #6 – Breaking old habits 
Assumption: 
Working on an open textbook is no different than 
working on a print textbook. 
Reality: 
There are many differences…and we’re still 
learning. 
Amazing stories of openness by David Porter licensed under CC-BY-NC-SA 2.0
Successes
Successes 
91 adoptions by 46 instructors at 
15 BC public post-secondary institutions 
impacting 2750 students and saving 
them over $432,000
Successes
Successes 
And we are having fun learning so 
much! 
Fun Fun Fun by Asma Al-Sughayer, Alaa licensed under CC-BY-NC 2.0
Thank You 
opentext@bccampus.ca 
open.bccampus.ca 
Amanda Coolidge acoolidge@bccampus.ca 
Lauri Aesoph laesoph@bccampus.ca

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How to manage the adaptation of open textbooks

  • 2. How to Manage the Adaptation of Open Textbooks Lauri Aesoph (laesoph@bccampus.ca) Amanda Coolidge (acoolidge@bccampus.ca) • OpenEd 2014, Washington DC • November 20, 2014 Unless otherwise noted, this work is licensed under CC-BY. Feel free to use, modify or distribute any or all of this presentation with attribution.
  • 3. How to manage the adaptation of open textbooks Agenda 1. What is the B.C. Open Textbook Project? 2. How to manage an adaptation 3. B.C. Open Textbook Authoring Guide 4. Challenges 5. Successes
  • 4. What is the B.C. Open Textbook Project? In the beginning… On October 16, 2012 at the annual OpenEd conference in Vancouver, the Minister of Advanced Education announced this project with support from BCcampus. Goals: 1. Make higher education more accessible by reducing student cost through the use of openly licensed textbooks. 2. Create a collection of open textbooks aligned with the top 40 highest-enrolled subject areas in British Columbia. Current Status: We have created, adapted or found textbooks for 38 of the identified subject areas. Last two subjects will be covered with new textbooks in early 2015.
  • 5. What is the B.C. Open Textbook Project? The project grows In the spring of 2014, we were asked to add 20 textbooks targeting trades and skills training. We have started work on textbooks and resources with completion dates in 2015. 1. Core trades training 2. Culinary 3. Adult fundamental literacy 4. Graphic design 5. Health care 6. Tourism
  • 6. What is the B.C. Open Textbook Project? Not just textbooks Outreach and engagement 1. Open textbook Summits 2. BCOER Librarians group 3. OER Sprints 4. Presentations 5. Accessibility (CAPER-BC) Faculty Fellows Program Technology development Documentation and procedures
  • 7. How to manage an adaptation Getting started 1. Identify books from other collections = harvest 2. Import the book into platform (PressBooks) 3. Confirm that all resources are open 4. Evaluate the book- open peer reviews 5. Put out call for adapters
  • 8. What is an adaptation? • Revisions and improvements based on reviews • Additional materials suggested by reviewers (such as ancillary resources) • Localization
  • 9. How to manage an adaptation Pre-writing stage 1. Contract with author 2. Contact copy editors 3. Assign OTB support (audit layout, style) 4. Set up accounts in PressBooks (author, support team, copy editors) 5. Training in PressBooks 6. Author meeting (workflow and procedures) Innovation Scope creep
  • 10. How to manage an adaptation Writing stage 1. Refer authors to the Authoring Guide 2. Authors write 3. Deliver chapter(s)/unit(s) to project manager based on pre-agreed dates 4. Project manager passes content on to the copy editor 5. Project manager and author make fixes based on copy editor’s comments 6. Author continues writing and improvements 7. Book goes to copy editor for final proof reading
  • 11. Copy editors 1. Education and training 2. Nature of this project influenced the copy editors’ role 3. Define and reinforce parameters - grammar, clarity, and consistency (style sheet) - new and revised material - text body - in-text citations match reference list - figures and tables in sequential order 4. Don’t edit - original material - subject matter - image captions, references, attributions 5. Proof read ONCE Day 11 Oct 15 by sj sanders licensed under CC-BY-NC-SA 2.0
  • 12. How to manage the adaptation Final Stages 1. Project managers - book information 2. Major vs. minor adaptation 3. About the Book 4. Acknowledgements 5. About the Authors
  • 13. B.C. Open Textbook Authoring Guide
  • 14. B.C. Open Textbook Authoring Guide http://opentextbc.ca/opentextbook/
  • 15. B.C. Open Textbook Authoring Guide
  • 16. B.C. Open Textbook Authoring Guide
  • 17. B.C. Open Textbook Authoring Guide A living book ... always in progress
  • 18. Clean dishes Hängeschränke (Originale am ursprünglichen Platz) einer Frankfurter Küche. By Gerbil under CC-BY-SA 3.0
  • 19. Dishes in the sink Unwashed dishes in a sink by User:mysid in the public domain
  • 22. Challenge #1 - Preparing Two truths We knew there would be issues. We didn’t know what they’d be. Problems are Opportunities by Bright Vibes licensed under CC-BY-NC-ND 2.0.
  • 23. Challenge #2 – Gathering textbooks Assumption: All open textbooks contain only openly licensed material. Reality: Some books included restricted materials. Cadeado Lock by Carolos Luz licensed under CC-BY 2.0
  • 24. Challenge #3 – Authors Assumption: Faculty who submit a proposal know about open, writing and technology. Reality: Not always. Rarely all three. The Big Maze by Victoria Pickering licensed under CC-BY –NC-ND2.0
  • 25. Challenge #4 – Consistency Assumption: Adapting an existing textbook is easier than writing a new one. Reality: It was difficult to keep style, layout and language consistent between the original and adaptation. Even Chairs can Repeat Themselves by Tony Hammond licensed under CC-BY-NC-SA 2.0
  • 26. Challenge #5 – Timelines Assumption: If we create a project timeline, everything will be completed on time. Reality: Expect the unexpected ... and plan for delays. Deadline by Jonathan Bliss licensed under CC-BY-NC-SA 2.0
  • 27. Challenge #6 – Breaking old habits Assumption: Working on an open textbook is no different than working on a print textbook. Reality: There are many differences…and we’re still learning. Amazing stories of openness by David Porter licensed under CC-BY-NC-SA 2.0
  • 29. Successes 91 adoptions by 46 instructors at 15 BC public post-secondary institutions impacting 2750 students and saving them over $432,000
  • 31. Successes And we are having fun learning so much! Fun Fun Fun by Asma Al-Sughayer, Alaa licensed under CC-BY-NC 2.0
  • 32. Thank You opentext@bccampus.ca open.bccampus.ca Amanda Coolidge acoolidge@bccampus.ca Lauri Aesoph laesoph@bccampus.ca

Notes de l'éditeur

  1. Opening Slide of presentation – introducing Open Textbook Project
  2. Presentation title slide… following the opening slide (containing the large Open Textbook project logo).
  3. #2. Discuss challenge of putting book into platform 3. Paid reviewers $250 each review. 4. Adapters- paid anywhere between $5000-$10.000 CAD –incentives and timeframe
  4. #3. Hilda and Brendan- created image inventories
  5. Education and training required because: We couldn’t find copy editors who had worked on an OT project It was difficult to retrain editors to adjust their habits to fit an open project Need to train them in PB platform and encourage them (like the authors) to work here and not in Word NATURE OF PROJECT Editing needs are different for books that are open and digital Digital vs pring: errors can more easily be fixed once a book is posted (though each format file must be reposted). Aim for high quality, not perfection. Peer review comes after book is posted, not before, so its assumed that corrections/improvements will be made afterward. Revision (adaptation): it’s assumed that most instructors will revise and remix book to customize for their course.
  6. Project of facing problems and looking for solutions.
  7. Project of facing problems and looking for solutions.
  8. This challenged required training author in Pressbooks, and reminders/retraining throughout project. Training about what “open” means and how to search for open material and images; will not ask for permission to use images Some authors had limited writing experience not well suited to textbook authoring.
  9. This challenged required training author in Pressbooks, and reminders/retraining throughout project. Training about what “open” means and how to search for open material and images; will not ask for permission to use images Some authors had limited writing experience not well suited to textbook authoring.
  10. This challenged required training author in Pressbooks, and reminders/retraining throughout project. Training about what “open” means and how to search for open material and images; will not ask for permission to use images Some authors had limited writing experience not well suited to textbook authoring.
  11. OPEN and TECHNOLOGY and M.O. Breaking copy editors of habits: working in Word, working on paper Teaching authors to work in PB platform: not Word Remembering the flexibility of the digital book and the spirit of open and community; perfection is not necessary; we are nimble. Peer review comes during AND later. Open means going to the community for assessment. Speed of writing and production is faster.