The Sixth “R” of Open Educational Resources

The 5 R’s

I’ve seen the five R’s used many times in reference to the OER space (Open Educational Resources). They include the ability to allow others to: Retain, Reuse, Revise, Remix and/or Redistribute content with the appropriate use of licenses. These are all some incredibly powerful building blocks, but I feel like one particularly important building block is missing–that of the ability to allow easy accretion of knowledge over time.

Version Control

Some in the educational community may not be aware of some of the more technical communities that use the idea of version control for their daily work. The concept of version control is relatively simple and there are a multitude of platforms and software to effectuate it including Git, GitHub, GitLab, BitBucket, SVN, etc. In the old days of file and document maintenance one might save different versions of the same general file with increasingly different and complex names to their computer hard drive: Syllabus.doc, Syllabus_revised.doc, Syllabus_revisedagain.doc, Syllabus_Final.doc, Syllabus_Final_Final.doc, etc. and by using either the names or date and timestamps on the file one might try to puzzle out which one was the correct version of the file that they were working on.

For the better part of a decade now there is what is known as version control software to allow people to more easily maintain a single version of their particular document but with a timestamped list of changes kept internally to allow users to create new updates or roll back to older versions of work they’ve done. While the programs themselves are internally complicated, the user interfaces are typically relatively easy to use and in less than a day one can master most of their functionality. Most importantly, these version control systems allow many people to work on the same file or resource at a time! This means that 10 or more people can be working on a textbook, for example, at the same. They create a fork  or clone of the particular project to their personal work space where they work on it and periodically save their changes. Then they can push their changes back to the original or master where they can be merged back in to make a better overall project. If there are conflicts between changes, these can be relatively easily settled without much loss of time. (For those looking for additional details, I’ve previously written Git and Version Control for Novelists, Screenwriters, Academics, and the General Public, which contains a variety of detail and resources.) Version control should be a basic tool of every educators’ digital literacy toolbox.

For the OER community, version control can add an additional level of power and capability to their particular resources. While some resources may be highly customized or single use resources, many of them, including documents like textbooks can benefit from the work of many hands in an accretive manner. If these resources are maintained in version controllable repositories then individuals can use the original 5 R’s to create their particular content.

But what if a teacher were to add several new and useful chapters to an open textbook? While it may be directly useful to their specific class, perhaps it’s also incredibly useful to the broader range of teachers and students who might use the original source in the future? If the teacher who forks the original source has a means of pushing their similarly licensed content back to the original in an easy manner, then not only will their specific class benefit from the change(s), but all future classes that might use the original source will have the benefit as well!

If you’re not sold on the value of version control, I’ll mention briefly that Microsoft spent $7.5 Billion over the summer to acquire GitHub, which is one of the most popular version control and collaboration tools on the market. Given Microsofts’ push into the open space over the past several years, this certainly bodes well for both open as well as version control for years to come.

Examples

A Math Text

As a simple example, lets say that one professor writes the bulk of a mathematics text, but twenty colleagues all contribute handfuls of particular examples or exercises over time. Instead of individually hosting those exercises on their own sites or within their individual LMSes where they’re unlikely to be easy to find for other adopters of the text, why not submit the changes back to the original to allow more options and flexibility to future teachers? Massive banks of problems will allow more flexibility for both teachers and students. Even if the additional problems aren’t maintained in the original text source, they’ll be easily accessible as adjunct materials for future adopters.

Wikipedia

One of the most powerful examples of the value of accretion in this manner is Wikipedia. While it’s somewhat different in form than some of the version control systems mentioned above, Wikipedia (and most wikis for that matter) have built in history views that allow users to see and track the trail of updates and changes over time. The Wikipedia in use today is vastly larger and more valuable today than it was on its first birthday because it allows ongoing edits to be not only improved over time, but those improvements are logged and view-able in a version controlled manner.

Google Documents

This is another example of an extensible OER platform that allows simple accretion. With the correct settings on a document, one can host an original and allow it to be available to others who can save it to their own Google Drive or other spaces. Leaving the ability for guests to suggest changes or to edit a document allows it to potentially become better over time without decreasing the value of the original 5 Rs.

Webmentions for Update Notifications

As many open educational resources are hosted online for easy retention, reuse, revision, remixing, and/or redistribution, keeping them updated with potential changes can potentially be a difficult proposition. It may not always be the case that resources are maintained on a single platform like GitHub or that users of these resources will necessarily know how to use these platforms or their functionality. As a potential “fix” I can easily see a means of leveraging the W3C recommended specification for Webmention as a means of keeping a tally of changes to resources online.

Let’s say Robin keeps a copy of her OER textbook on her WordPress website where students and other educators can easily download and utilize it. More often than not, those using it are quite likely to host changed versions of it online as well. If their CMS supports the Webmention spec like WordPress does via a simple plugin, then by providing a simple URL link as a means of crediting the original source, which they’re very likely to do as required by the Creative Commons license anyway, their site will send a notification of the copy’s existence to the original. The original can then display the webmentions as traditional comments and thus provide links to the chain of branches of copies which both the original creator as well as future users can follow to find individual changes. If nothing else, the use of Webmention will provide some direct feedback to the original author(s) to indicate their materials are being used. Commonly used education facing platforms like WordPress, Drupal, WithKnown, Grav, and many others either support the Webmention spec natively or do so with very simple plugins.

Editorial Oversight

One of the issues some may see with pushing updates back to an original surrounds potential resource bloat or lack of editorial oversight. This is a common question or issue on open source version control repositories already, so there is a long and broad history of for how these things are maintained or managed in cases where there is community disagreement, an original source’s maintainer dies, disappears, loses interest, or simply no longer maintains the original. In the end, as a community of educators we owe it to ourselves and future colleagues to make an attempt at better maintaining, archiving, and allowing our work to accrete value over time.

The 6th R: Request Update

In summation, I’d like to request that we all start talking about the 6 R’s which include the current 5 along with the addition of a Request update (or maybe pull Request, Recompile, or Report to keep it in the R family?) ability as well. OER is an incredibly powerful concept already, but could be even more so with the ability to push new updates or at least notifications of them back to the original. Having the ability to do this will make it far easier to spread and grow the value of the OER concept as well as to disrupt the education spaces OER was evolved to improve.

Featured photo by Amador Loureiro on Unsplash

👓 Indiepaper, an open alternative to Instapaper and Pocket | Cult of Mac

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Indiepaper is a read-later service built for the open web. Save your articles, and never again get locked out by a proprietary service like Instapaper.

🔖 Write, Right? Write! – TRU Writer

Bookmarked Tru Writer by Alan Levine (https://splot.ca/writer/write)

Welcome to a new experiment in simple but elegant web publishing. This site let’s you quickly publish full formatted and media rich articles, essays, papers — without requiring any logins or tracking of personal information. Don’t take our word for it, explore one piece published here, chosen at random.

A published work includes a header image which you can upload to the TRU Writer. Choose how you wish to credit yourself as an author, or choose to by anonymous.

You should be able to copy the contents of anything you have written in a Word Processor, or already published on a web page, paste it into the TRU Writer editor. Most standard formatting (headers, bold, italic, underline, lists, blockquotes, hypertext links) will be preserved.

You can then edit/augment your work using a rich text editor, including embedding content from social media sites, and you can upload new images to be included within the text of your writing.

So find an essay or article and see what you can do with it by publishing online with the TRU Writer.

Give it a try now!

This is implemented as a WordPress theme, so it can be created for many different sites. Learn more about TRU Writer and where to find the theme.

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Replied to a post by Greg McVerryGreg McVerry (INTERTEXTrEVOLUTION)
For today’s #edu522 #dailyponderance you need to highlight some cool #edtech tools. Give us 3-5 apps or websites we should try in class.
Some of my favorite and often used edtech tools:

Hypothesis – a service that allows me to quickly highlight and annotate content on almost any web page or .pdf file

IFTTT.com – a service which I use in combination with other services, most often to get data from those sites back to my own. For example:

Huffduffer.com – a service I with audio related content I find online. I use its bookmarklet to save audio from web pages. Huffduffer then creates a custom RSS feed that I can subscribe to in any podcatcher for catching up on podcasts while I’m on the go.

Post Kinds Plugin for WordPress – since many in the class are also using it, I’ll mention that I love using its bookmarklet functionality to quickly bookmark, favorite, or reply to other posts on the web.

URL Forwarder – This is an Android-based app that I’ve configured to dovetail with the Post Kinds Plugin and my website for posting to my site more quickly via mobile.

Jon Udell’s media clipper – I use this audio/video tool for finding and tagging the start and stop points of media so that I can highlight specific portions for others

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I sometimes tell people that when technology evangelists espouse that their tool saves you time, that it’s a red flag warning / code talk for “I am lying”. These days many people rely on social media and their own professional learning networks to provide them information of interest. And these do work well to some degree... <a href="https://extend-bank.ecampusontario.ca/assignments/indispensable-tool/" class="more-link" title="Read This Indispensable Digital Research Tool, We can Say, Without Lying, Saves Time">Read more »</a>

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Have you ever fallen in love with the look or features of another website – but couldn’t figure out just how they did it? As Picasso said, “Good artists copy, great artists steal.” If you want your website to be great, it doesn’t hurt to steal ideas and inspiration from others! Of course that doesn’t mean blatantly copying someone else’s work. But using the same themes and plugins and putting your own spin on them? That’s how it’s done. Why reinvent the wheel when what you need is already out there?
In this post you’ll learn how to spy on other websites to find out:
Whether they’re using WordPress
Which web hosting company they use
What theme is powering their site
What plugins they’re using

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In the vein of Now Pages or What I Use pages, it would be interesting to see more people maintain these type of Development Workflow pages.

Alex has some great stuff here, though I wish there were even more links!

👓 H5P Test-Drive | Jo Kehoe

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I’m test-driving H5P – an open HTML5 content creator that promises many things! And for the most part, it delivers. I tried out a few of the 20 plus content types that they have available here. I’ll continue to add to this as time goes on. Since it’s currently October, there is a pumpkin-spice flavoured theme to these examples (love it or hate it!).
Some interesting edtech tools here. They remind me somewhat of the type of formats and layouts made possible by the Post Kinds Plugin for WordPress, but geared toward academia. I could see things like these being useful little blocks within the upcoming Gutenberg interface.

Organizing my research related reading

There’s so much great material out there to read and not nearly enough time. The question becomes: “How to best organize it all, so you can read even more?”

I just came across a tweet from Michael Nielsen about the topic, which is far deeper than even a few tweets could do justice to, so I thought I’d sketch out a few basic ideas about how I’ve been approaching it over the last decade or so. Ideally I’d like to circle back around to this and better document more of the individual aspects or maybe even make a short video, but for now this will hopefully suffice to add to the conversation Michael has started.

Keep in mind that this is an evolving system which I still haven’t completely perfected (and may never), but to a great extent it works relatively well and I still easily have the ability to modify and improve it.

Overall Structure

The first piece of the overarching puzzle is to have a general structure for finding, collecting, triaging, and then processing all of the data. I’ve essentially built a simple funnel system for collecting all the basic data in the quickest manner possible. With the basics down, I can later skim through various portions to pick out the things I think are the most valuable and move them along to the next step. Ultimately I end up reading the best pieces on which I make copious notes and highlights. I’m still slowly trying to perfect the system for best keeping all this additional data as well.

Since I’ve seen so many apps and websites come and go over the years and lost lots of data to them, I far prefer to use my own personal website for doing a lot of the basic collection, particularly for online material. Toward this end, I use a variety of web services, RSS feeds, and bookmarklets to quickly accumulate the important pieces into my personal website which I use like a modern day commonplace book.

Collecting

In general, I’ve been using the Inoreader feed reader to track a large variety of RSS feeds from various clearinghouse sources (including things like ProQuest custom searches) down to individual researcher’s blogs as a means of quickly pulling in large amounts of research material. It’s one of the more flexible readers out there with a huge number of useful features including the ability to subscribe to OPML files, which many readers don’t support.

As a simple example arXiv.org has an RSS feed for the topic of “information theory” at http://arxiv.org/rss/math.IT which I subscribe to. I can quickly browse through the feed and based on titles and/or abstracts, I can quickly “star” the items I find most interesting within the reader. I have a custom recipe set up for the IFTTT.com service that pulls in all these starred articles and creates new posts for them on my WordPress blog. To these posts I can add a variety of metadata including top level categories and lower level tags in addition to other additional metadata I’m interested in.

I also have similar incoming funnel entry points via many other web services as well. So on platforms like Twitter, I also have similar workflows that allow me to use services like IFTTT.com or Zapier to push the URLs easily to my website. I can quickly “like” a tweet and a background process will suck that tweet and any URLs within it into my system for future processing. This type of workflow extends to a variety of sites where I might consume potential material I want to read and process. (Think academic social services like Mendeley, Academia.com, Diigo, or even less academic ones like Twitter, LinkedIn, etc.) Many of these services often have storage ability and also have simple browser bookmarklets that allow me to add material to them. So with a quick click, it’s saved to the service and then automatically ported into my website almost without friction.

My WordPress-based site uses the Post Kinds Plugin which takes incoming website URLs and does a very solid job of parsing those pages to extract much of the primary metadata I’d like to have without requiring a lot of work. For well structured web pages, it’ll pull in the page title, authors, date published, date updated, synopsis of the page, categories and tags, and other bits of data automatically. All these fields are also editable and searchable. Further, the plugin allows me to configure simple browser bookmarklets so that with a simple click on a web page, I can pull its URL and associated metadata into my website almost instantaneously. I can then add a note or two about what made me interested in the piece and save it for later.

Note here, that I’m usually more interested in saving material for later as quickly as I possibly can. In this part of the process, I’m rarely ever interested in reading anything immediately. I’m most interested in finding it, collecting it for later, and moving on to the next thing. This is also highly useful for things I find during my busy day that I can’t immediately find time for at the moment.

As an example, here’s a book I’ve bookmarked to read simply by clicking “like” on a tweet I cam across late last year. You’ll notice at the bottom of the post, I’ve optionally syndicated copies of the post to other platforms to “spread the wealth” as it were. Perhaps others following me via other means may see it and find it useful as well?

Triaging

At regular intervals during the week I’ll sit down for an hour or two to triage all the papers and material I’ve been sucking into my website. This typically involves reading through lots of abstracts in a bit more detail to better figure out what I want to read now and what I’d like to read at a later date. I can delete out the irrelevant material if I choose, or I can add follow up dates to custom fields for later reminders.

Slowly but surely I’m funneling down a tremendous amount of potential material into a smaller, more manageable amount that I’m truly interested in reading on a more in-depth basis.

Document storage

Calibre with GoodReads sync

Even for things I’ve winnowed down, there is still a relatively large amount of material, much of it I’ll want to save and personally archive. For a lot of this function I rely on the free multi-platform desktop application Calibre. It’s essentially an iTunes-like interface, but it’s built specifically for e-books and other documents.

Within it I maintain a small handful of libraries. One for personal e-books, one for research related textbooks/e-books, and another for journal articles. It has a very solid interface and is extremely flexible in terms of configuration and customization. You can create a large number of custom libraries and create your own searchable and sort-able fields with a huge variety of metadata. It often does a reasonable job of importing e-books, .pdf files, and other digital media and parsing out their meta data which prevents one from needing to do some of that work manually. With some well maintained metadata, one can very quickly search and sort a huge amount of documents as well as quickly prioritize them for action. Additionally, the system does a pretty solid job of converting files from one format to another, so that things like converting an .epub file into a .mobi format for Kindle are automatic.

Calibre stores the physical documents either in local computer storage, or even better, in the cloud using any of a variety of services including Dropbox, OneDrive, etc. so that one can keep one’s documents in the cloud and view them from a variety of locations (home, work, travel, tablet, etc.)

I’ve been a very heavy user of GoodReads.com for years to bookmark and organize my physical and e-book library and anti-libraries. Calibre has an exceptional plugin for GoodReads that syncs data across the two. This (and a few other plugins) are exceptionally good at pulling in missing metadata to minimize the amount that must be done via hand, which can be tedious.

Within Calibre I can manage my physical books, e-books, journal articles, and a huge variety of other document related forms and formats. I can also use it to further triage and order the things I intend to read and order them to the nth degree. My current Calibre libraries have over 10,000 documents in them including over 2,500 textbooks as well as records of most of my 1,000+ physical books. Calibre can also be used to add document data that one would like to ultimately acquire the actual documents, but currently don’t have access to.

BibTeX and reference management

In addition to everything else Calibre also has some well customized pieces for dovetailing all its metadata as a reference management system. It’ll allow one to export data in a variety of formats for document publishing and reference management including BibTex formats amongst many others.

Reading, Annotations, Highlights

Once I’ve winnowed down the material I’m interested in it’s time to start actually reading. I’ll often use Calibre to directly send my documents to my Kindle or other e-reading device, but one can also read them on one’s desktop with a variety of readers, or even from within Calibre itself. With a click or two, I can automatically email documents to my Kindle and Calibre will also auto-format them appropriately before doing so.

Typically I’ll send them to my Kindle which allows me a variety of easy methods for adding highlights and marginalia. Sometimes I’ll read .pdf files via desktop and use Adobe to add highlights and marginalia as well. When I’m done with a .pdf file, I’ll just resave it (with all the additions) back into my Calibre library.

Exporting highlights/marginalia to my website

For Kindle related documents, once I’m finished, I’ll use direct text file export or tools like clippings.io to export my highlights and marginalia for a particular text into simple HTML and import it into my website system along with all my other data. I’ve briefly written about some of this before, though I ought to better document it. All of this then becomes very easily searchable and sort-able for future potential use as well.

Here’s an example of some public notes, highlights, and other marginalia I’ve posted in the past.

Synthesis

Eventually, over time, I’ve built up a huge amount of research related data in my personal online commonplace book that is highly searchable and sortable! I also have the option to make these posts and pages public, private, or even password protected. I can create accounts on my site for collaborators to use and view private material that isn’t publicly available. I can also share posts via social media and use standards like webmention and tools like brid.gy so that comments and interactions with these pieces on platforms like Facebook, Twitter, Google+, and others is imported back to the relevant portions of my site as comments. (I’m doing it with this post, so feel free to try it out yourself by commenting on one of the syndicated copies.)

Now when I’m ready to begin writing something about what I’ve read, I’ve got all the relevant pieces, notes, and metadata in one centralized location on my website. Synthesis becomes much easier. I can even have open drafts of things as I’m reading and begin laying things out there directly if I choose. Because it’s all stored online, it’s imminently available from almost anywhere I can connect to the web. As an example, I used a few portions of this workflow to actually write this post.

Continued work

Naturally, not all of this is static and it continues to improve and evolve over time. In particular, I’m doing continued work on my personal website so that I’m able to own as much of the workflow and data there. Ideally I’d love to have all of the Calibre related piece on my website as well.

Earlier this week I even had conversations about creating new post types on my website related to things that I want to read to potentially better display and document them explicitly. When I can I try to document some of these pieces either here on my own website or on various places on the IndieWeb wiki. In fact, the IndieWeb for Education page might be a good place to start browsing for those interested.

One of the added benefits of having a lot of this data on my own website is that it not only serves as my research/data platform, but it also has the traditional ability to serve as a publishing and distribution platform!

Currently, I’m doing most of my research related work in private or draft form on the back end of my website, so it’s not always publicly available, though I often think I should make more of it public for the value of the aggregation nature it has as well as the benefit it might provide to improving scientific communication. Just think, if you were interested in some of the obscure topics I am and you could have a pre-curated RSS feed of all the things I’ve filtered through piped into your own system… now multiply this across hundreds of thousands of other scientists? Michael Nielsen posts some useful things to his Twitter feed and his website, but what I wouldn’t give to see far more of who and what he’s following, bookmarking, and actually reading? While many might find these minutiae tedious, I guarantee that people in his associated fields would find some serious value in it.

I’ve tried hundreds of other apps and tools over the years, but more often than not, they only cover a small fraction of the necessary moving pieces within a much larger moving apparatus that a working researcher and writer requires. This often means that one is often using dozens of specialized tools upon which there’s a huge duplication of data efforts. It also presumes these tools will be around for more than a few years and allow easy import/export of one’s hard fought for data and time invested in using them.

If you’re aware of something interesting in this space that might be useful, I’m happy to take a look at it. Even if I might not use the service itself, perhaps it’s got a piece of functionality that I can recreate into my own site and workflow somehow?

If you’d like help in building and fleshing out a system similar to the one I’ve outlined above, I’m happy to help do that too.

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