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Hochschulforschung | Higher Education Research




                   Open Knowledge Resources
                      for Higher Education:

           research publications, learning materials,
                     academic software

                                          Thomas Pfeffer

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




     „Long ago we outsourced publishing to publishers.
     Now we need to take it back.“



                                                                         J. Robert Cook
                                                  Dean of the faculty, Cornell University



Pfeffer, Open Knowledge Resources                           CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                                        Introduction
     • Higher Education Research
            – HE institutions and systems
     • Use of ICTs + eLearning at universities as
       related phenomena
     • Functions of universities
            – Create, dissiminate + store academic knowledge
            – Research, education, archiving

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                       Goals of the presentation
     • Open Knowledge Resources as alternative to
       commercial products
     • Knowledge resources as physical
       representations of academic knowledge
            – scholarly publications
            – learning materials
            – academic software

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




               Academic knowledge resources (1)
                                          private goods
     • Assumptions of the “new economy”
            – ICTs industrialise and commodify HE
            – Only the most profitable HEI will survive
     • Consequences
            – Commercialisation taken for granted, regarded an obligation
            – Focus on (potential) revenues instead of costs
     • Problem
            – HEI/scholars are main producers + main consumers
            – Prices: costs for HEIs and profit for commercial vendors

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                Academic knowledge resources (2)
                                           public goods
     Academic knowledge itself is free
            – Open communication essential for quality control
            – Exchange reduces development costs
     Academic knowledge resources
            –   Not-for-profit: no compensation for authors and reviewers
            –   Revenues: research and education, not marketing resources
            –   Gains for publishing: attention and reputation
            –   Transaction costs: (re-)production, distribution
            –   Prices should cover transaction costs only

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                       Scholarly publications (1)
                               problems
     Traditional publications
            –   From subsidised to commercialised market (since 1960s)
            –   Oligopoly of commercial publishers
            –   Inelastic demand
            –   Rocketing prices
                (journals +8.5%, CPI +3.3% p.a.)
     Results
            – Declining variety of consumption
            – Restrictive copyright policies
            – Publishers as copyright hoarders

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                       Scholarly publications (2)
                                ICT-based alternatives
     Characteristics
            – Online archives ~ online publications
            – ICTs reduce transaction costs + rivalry
            – Open access shifts costs from consumer to producer

     Types of open access repositories
            –   Self-archives (eScholarship, RePEc)
            –   Free online journals (EIoP, BioMed Central)
            –   Pre-print servers (ArXiv)
            –   Digitalisation projects (Google Print, Yahoo OCA)

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                            Learning materials (1)
                                             problems
     Traditional textbooks
            – Rocketing prices: textbooks +6%, CPI +3% p.a.
            – Costs: ~ 900 $ U.S. (1/4 - 2/3 of tuition)

     eLearning materials
            – Failures of for-profit projects (e.g. Fathoms)
            – No functioning “market” yet, but
            – Interest in Open Educational Resources (OECD)
Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                            Learning materials (2)
                                ICT-based alternatives
     Characteristics
            – eLearning in HE: learning materials required
            – New form of scholarly publication
              (quotations, reviews, sharing, etc.)

     Types of open access initiatives
            –   Single institution (MIT OpenCourseWare)
            –   Institutional network (Merlot.org)
            –   Intergovernmental (Commonwealth of Learning)
            –   Non-profit foundation (Wikibooks)

Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                           Academic software (1)
                                problems
     Software as a new form of academic knowledge resource
            – De- and pre-scribing academic activities
              (e.g. pedagogical models, research methods, etc.)
     Commercial software
            – “hefty price tag”
            – Licence fee per user instead of ownership
            – Source code (~ recipe) is kept secret
              (no critique, no further development by user)
            – Business model restricts academic activities
              (e.g. cross-institutional or intercultural collaboration)


Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                           Academic software (2)
                                           alternatives
     Characteristics
            – Open Source code: open for critique and improvement
            – Cost containment
              (no royalties, only development + maintenance)
            – open standards to facilitate exchange


     Types open source software initiatives
            – State funded collections (CampusSource)
            – Institutional consortia (The Sakai Project)
            – Grasroot peer production (Moodle)
Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                                       Conclusions
     • Open knowledge resources are an alternative to
       commercial resources
     • Knowledge resources are by-products in a
       service based economy
     • Archiving + publishing merge
     • Production and consumption are related
       tasks of HEI/academics
Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                        Policy recommendations
     • Pay for services, not for products
     • Shift expenditures from consumption to production
     • Use existing open knowledge resources
            – Select and refer to open access resources
            – Join collective initiatives and networks
            – Acknowledge and support peer production
     • Create open knowledge resources
            – Claim: public status with well defined licences
            – Establish: repositories, services, quality control
            – Defend: against infringement and shortage of funds


Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                           Thank you very much!



     Thomas Pfeffer
            Univ. of Klagenfurt, IFF Higher Education Research
            thomas.pfeffer@uni-klu.ac.at
            www.iff.ac.at/hofo/pfeffer


Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006
Hochschulforschung | Higher Education Research




                                           Literature
     Pfeffer, Thomas (2004) Open sources for higher education. Research
         publications, learning materials, academic software. In: Mac Labhrainn, I., et
         al. (eds) The Challenge of eCompetence in Academic Staff Development,
         Galway: CELT, 2006
         http://ecompetence.info/uploads/media/ch1.pdf
     Edwards, Richard / Shulenburger, David (2003) The high cost of scholarly
         Journals (and what to do about it) In: Change Vol. 35, Nr. 6
     Government Accountability Office (2005) College textbooks. Enhanced offerings
         appear to drive recent price increases.
         http://www.gao.gov/new.items/d05806.pdf
     Nentwich, Michael, 2001, (Re-)De-commodification in academic knowledge
         distribution?, Science Studies 14(2), 21-42.
         http://eiop.or.at/mn/ScSt2001.pdf



Pfeffer, Open Knowledge Resources                         CELT NUI videoconference seminar, 22nd Feb. 2006

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2006 Pfeffer Open Knowledge Resources Slides

  • 1. Hochschulforschung | Higher Education Research Open Knowledge Resources for Higher Education: research publications, learning materials, academic software Thomas Pfeffer Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 2. Hochschulforschung | Higher Education Research „Long ago we outsourced publishing to publishers. Now we need to take it back.“ J. Robert Cook Dean of the faculty, Cornell University Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 3. Hochschulforschung | Higher Education Research Introduction • Higher Education Research – HE institutions and systems • Use of ICTs + eLearning at universities as related phenomena • Functions of universities – Create, dissiminate + store academic knowledge – Research, education, archiving Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 4. Hochschulforschung | Higher Education Research Goals of the presentation • Open Knowledge Resources as alternative to commercial products • Knowledge resources as physical representations of academic knowledge – scholarly publications – learning materials – academic software Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 5. Hochschulforschung | Higher Education Research Academic knowledge resources (1) private goods • Assumptions of the “new economy” – ICTs industrialise and commodify HE – Only the most profitable HEI will survive • Consequences – Commercialisation taken for granted, regarded an obligation – Focus on (potential) revenues instead of costs • Problem – HEI/scholars are main producers + main consumers – Prices: costs for HEIs and profit for commercial vendors Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 6. Hochschulforschung | Higher Education Research Academic knowledge resources (2) public goods Academic knowledge itself is free – Open communication essential for quality control – Exchange reduces development costs Academic knowledge resources – Not-for-profit: no compensation for authors and reviewers – Revenues: research and education, not marketing resources – Gains for publishing: attention and reputation – Transaction costs: (re-)production, distribution – Prices should cover transaction costs only Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 7. Hochschulforschung | Higher Education Research Scholarly publications (1) problems Traditional publications – From subsidised to commercialised market (since 1960s) – Oligopoly of commercial publishers – Inelastic demand – Rocketing prices (journals +8.5%, CPI +3.3% p.a.) Results – Declining variety of consumption – Restrictive copyright policies – Publishers as copyright hoarders Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 8. Hochschulforschung | Higher Education Research Scholarly publications (2) ICT-based alternatives Characteristics – Online archives ~ online publications – ICTs reduce transaction costs + rivalry – Open access shifts costs from consumer to producer Types of open access repositories – Self-archives (eScholarship, RePEc) – Free online journals (EIoP, BioMed Central) – Pre-print servers (ArXiv) – Digitalisation projects (Google Print, Yahoo OCA) Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 9. Hochschulforschung | Higher Education Research Learning materials (1) problems Traditional textbooks – Rocketing prices: textbooks +6%, CPI +3% p.a. – Costs: ~ 900 $ U.S. (1/4 - 2/3 of tuition) eLearning materials – Failures of for-profit projects (e.g. Fathoms) – No functioning “market” yet, but – Interest in Open Educational Resources (OECD) Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 10. Hochschulforschung | Higher Education Research Learning materials (2) ICT-based alternatives Characteristics – eLearning in HE: learning materials required – New form of scholarly publication (quotations, reviews, sharing, etc.) Types of open access initiatives – Single institution (MIT OpenCourseWare) – Institutional network (Merlot.org) – Intergovernmental (Commonwealth of Learning) – Non-profit foundation (Wikibooks) Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 11. Hochschulforschung | Higher Education Research Academic software (1) problems Software as a new form of academic knowledge resource – De- and pre-scribing academic activities (e.g. pedagogical models, research methods, etc.) Commercial software – “hefty price tag” – Licence fee per user instead of ownership – Source code (~ recipe) is kept secret (no critique, no further development by user) – Business model restricts academic activities (e.g. cross-institutional or intercultural collaboration) Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 12. Hochschulforschung | Higher Education Research Academic software (2) alternatives Characteristics – Open Source code: open for critique and improvement – Cost containment (no royalties, only development + maintenance) – open standards to facilitate exchange Types open source software initiatives – State funded collections (CampusSource) – Institutional consortia (The Sakai Project) – Grasroot peer production (Moodle) Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 13. Hochschulforschung | Higher Education Research Conclusions • Open knowledge resources are an alternative to commercial resources • Knowledge resources are by-products in a service based economy • Archiving + publishing merge • Production and consumption are related tasks of HEI/academics Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 14. Hochschulforschung | Higher Education Research Policy recommendations • Pay for services, not for products • Shift expenditures from consumption to production • Use existing open knowledge resources – Select and refer to open access resources – Join collective initiatives and networks – Acknowledge and support peer production • Create open knowledge resources – Claim: public status with well defined licences – Establish: repositories, services, quality control – Defend: against infringement and shortage of funds Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 15. Hochschulforschung | Higher Education Research Thank you very much! Thomas Pfeffer Univ. of Klagenfurt, IFF Higher Education Research thomas.pfeffer@uni-klu.ac.at www.iff.ac.at/hofo/pfeffer Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006
  • 16. Hochschulforschung | Higher Education Research Literature Pfeffer, Thomas (2004) Open sources for higher education. Research publications, learning materials, academic software. In: Mac Labhrainn, I., et al. (eds) The Challenge of eCompetence in Academic Staff Development, Galway: CELT, 2006 http://ecompetence.info/uploads/media/ch1.pdf Edwards, Richard / Shulenburger, David (2003) The high cost of scholarly Journals (and what to do about it) In: Change Vol. 35, Nr. 6 Government Accountability Office (2005) College textbooks. Enhanced offerings appear to drive recent price increases. http://www.gao.gov/new.items/d05806.pdf Nentwich, Michael, 2001, (Re-)De-commodification in academic knowledge distribution?, Science Studies 14(2), 21-42. http://eiop.or.at/mn/ScSt2001.pdf Pfeffer, Open Knowledge Resources CELT NUI videoconference seminar, 22nd Feb. 2006