Presentation at Open Ed 2014 on the project management process of adapting open textbooks. Highlights include challenges and successes of the B.C. Open Textbook Project.
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
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
Opening Slide of presentation – introducing Open Textbook Project
Presentation title slide… following the opening slide (containing the large Open Textbook project logo).
#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
#3. Hilda and Brendan- created image inventories
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.
Project of facing problems and looking for solutions.
Project of facing problems and looking for solutions.
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.
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.
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.
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.