strange device: a certification mark for open educational resources

Written by Andrew Rens on August 11th, 2008

Last week, the Open Education Track (or Tribe) at the iCommons iSummit, held in Sapporo, Japan, came up with the idea of a logo or mark to indicate open educational resources. The term we used in that discussion was “certification mark” but we might equally well refer to a “device”, a term used in heraldry to refer to a multi coloured emblem or logo , but which can also refer to the software which can produce and accompany a logo. In this post I’ll record our discussion at the iSummit, then I’ll share some of my thoughts in a subsequent post.

Complexity or simplicity? Any symbol must encounter a tension between a tendency towards increasing information richness with concomitant complexity, and a need for simplicity to clearly convey meaning. This tension showed up in the discussion in a number of different ways. Should the device indicate the openness of an educational resource in a binary YES/NO fashion, or should it indicate openness on a continuum?

The consensus that emerged in our discussion was that the symbolic representation of a degree of openness, although more complex, is desirable since it will tend to reduce conflict. If there is a single indication of whether a resource is open or closed then the determination of that question would attract successive attempts to alter or undermine the basis of such determinations.
If on the other hand openness is a matter of degree then there is a clear indication of preference but without excluding less open resources altogether. Of course there is still a point at which resources are not open at all, but the consensus on that point is likely to be far wider.

Openness is found in multiple dimensions, technological, legal, linguistic, conceptual, pedagogical. All of these dimensions are important. The discussion by the Education track participants suggested that two of these dimensions are regarded as more easily susceptible of determination, and in respect of which a device would be immediately useful. The two dimensions which should be indicated by a mark  are legal, in which the primary issue is the licence or permission under which a resource may be used and technological, in which the primary issue is the format in which a resource is made available. If two dimensions determine the openness of a resource then should both be represented or should they be somehow summed. The emerging consensus during the Open Ed track suggested that both dimensions should be represented if possible, although this would be more complex it was suggested that it is important information, which if not represented would make it harder for creators and re-creators of educational resources to work to increase the openness of a resource. [I’m of the opinion that it would also be wise to avoid the problem of how one appropriately sums indicators from different dimensions.]

Who should evaluate a resource’s openness. Self certification is the lowest friction option, especially if it can be enabled by software. There was some discussion of the problems created by people self certifying incorrectly. This issue has apparently dogged the Public Domain declaration with some users mistakenly applying the declaration to work not their own, on which the copyright term has yet to expire.
This doesn’t seem a likely problem to me, most educational resource can be assessed by software which can ascertain both the licence, through the licensing metadata associated with the resource, the format, and the absence of Technical Protection measures. The same software can generate the appropriate indicators. Where this information isn’t automatically available then accurate description can be achieved through appropriate questions, answers to which would generate the indicators.

A certifying body would be considerably more resource intensive but also more rigorous and could assess not only how open resources are but also the quality of the resource. That seems to me to be a different project or series of projects altogether, aimed to assessing resources for a particular user group, such as teachers following a particular curriculum.

Elliot, drawing on his experience in design suggested a two colour logo with two wings, the colour on each wing to indicated the openness of either the legal or the technical aspect of the resource. There was general agreement that colour would be superior to numbers or letters in indicating information but that there should be a simple alternative for text only documents.

We had a great conversation about this at the iSummit, but now we’d like the everyone else in the OER community to join in.

 

Fan Friction?

Written by Andrew Rens on July 15th, 2008

The appearance of ‘Friction over Fan Fiction‘ an article in the July/August 08 of the Literary Review of Canada signals a new, mainstream concern with a burgeoning phenomenon. It also, without intending to, raises to important arguements for limitations to copyright which explicitly set out that fan fiction is permitted. I say burgeoning because according to the article; “a Google search of ‘fan fiction’ brings up over 26 million hits”.

Its not a new phenomenon, and its certainly not new for it to receive academic attention. Before the Internet made fan fiction more visible it was the subject of insightful pieces in The Construction of Authorship by Marthar Woodmansee and Pater Jaszi,published in 1994. Although its the seminal work on the subject it isn’t mentioned in the article, perhaps because the sub-title reads ‘Textual Appropriation in Law and Literature’, and it features a range of articles deconstructing the central conciet of copyright, that authors produce ‘original’ works, owing nothing to any preceeding creativity.

Fan fiction is itself a product of this conceit, the idea that a particular storyteller, engaging in the human activity of narration, narrates a story, which embodied in a particular material fashion, in multiple copies of a printed book produced by an organisation dedicated to profiting from material objects of that kind, is somehow different from other storytellers. This special storyteller is different by virtue of her relationship to those material means of production, and this difference produces the idea of an author, the privileged storyteller, and the non-authors. Other story tellers are not authors according to this scheme, they are consumers who do not know their place, pirates, thieves, but even worse, untalented, derivative, or at best fans who unable to restrain their enthusiasm seek to slavishly imitate the stories of authors.

The article suggests that it can be a benign if mediocre activity. ” But advocates for fan fiction are trying to counter a perception that fan fiction is a marginal endeavour, a bizarre pastime for emotionally immature people obsessed with reworking ephemeral works of popular entertainment to produce amateurish, second-rate writing. With even fan-generated websites acknowledging this kind of thing (see http://www.godawful.net) such advocates do have a challenge.”

If we are to accept, for purposes of discussion, that there is type of storytelling entitled fan fiction, what does it involve? While some fan fiction might reproduce large tracts of text from the source, the vast majority of textual fan fiction does not, instead it seeks to use the same characters or at least characters of the same name, and possibly some aspects of the same environment described in the source. However these are often used in ways which differ from the source. The article relies on social scientist Camille Bacon-Smith, ‘author’ of Enterprising Women to declare.

“Sub-genres include mpreg (where a man gets pregnant), deathfic (where a major character dies), curtainfic (where the characters, typically a gay male pairing, go domestic and engage in such comfortably bourgeois exercises as shopping for curtains together), and AU (alternative universe, where the characters are displaced into an entirely new fantasy setting).”

What appears from this is that these narrations do not copy text verbatim from the source, instead they simply employ the same names. It is even arguable whether they use the same characters, since they describe activities in which the characters in the source do not engage. If the character as described by a storyteller is only as described by that story teller then only the names have been copied, which is insufficient to constitute the substantial copying required for infringement. If on the other hand the character consists of something else, a shared understanding between storyteller and community of an identity in keeping with but not confined to the description thus far by the published storyteller then how can the published storyteller control that understanding, and if such control were possible, why would it be legitimate.

This conundrum isn’t unearthed in the article, which is not surprising, since the author, Grace Wescott is a Vice Chair of the Canadian Copyright Institute, which represents the interests of publishers, and the conundrum would undercut her (unsupported) claim that fan fiction infringes copyright. This conclusion is based on another rather dubious claim, that copyright law protects “characters” rather than “works”, a generalisation based on one or two rather contested cases in the United States jurisprudence.

To be fair to Wescott, the article is in an online literary journal, not a law journal, and she states several times that “the legal status of fan fiction is uncertain”. However the extended argument that most fan fiction cannot constitute fair dealing gives weight to the assumption that it requires an exception, and more critically from a legal perspective, obscures the role that the facts of each case plays in determining fairness.

The article goes on to give two reasons why authors might act against the ‘authors’ of fan fiction.

“The existence of fan fiction on the Internet, even though posted non-commercially, might erode their market for licensing subsequent books or other derivative works. The caution that authors have to exercise around managing their rights can be frustrating to fans and difficult for authors who don’t want to discourage keen readers, but must.”

This picture of kindly fan-loving authors being forced to administer appropriate discipline to unruly fans is also apparent in the second reason.

“Another concern is that an author working on a series might encounter in fan fiction an idea that is similar to or the same as the author’s own. If the author goes ahead and makes use of his own idea, having also seen the fan fiction in question, ironically, he may risk a law suit for copyright infringement brought by the fan.”

In both cases the article argues it is the lack of clarity about rights.

“Authors earn money by licensing valuable subsidiary rights, such as film, television, and merchandising rights, to media companies who may lose interest if the rights are not free, clear and exclusive.”

“Even without a lawsuit, if a fan writer speculates online that the series writer plagiarized her idea, it may be enough to seriously damage the author’s reputation.”

There are in other words two compelling reasons for clarifying that fan fiction is indeed lawful, constituting as it does no more than an ongoing practise of using culturally relevant references to tell a story. This would not constitute an exception to the rights of the author but a limit. There need be no anxiety by the potential purchasers of derivative rights about lack of clarity, they will know precisely what they are purchasing and that is does not extend to works of fan fiction. Simultaneously, authors would be entitled by the same limitation to make use of situations or events which a fan might have pre-figured in her work, with no suggest that it is illegal or indeed illegitimate since it is on the very same basis

An author need not worry obscurely about losing some indefinable revenue because of non commercial work, but can rest assured that copyright law has not intended for her to collect all the imaginable, and unimaginable revenue from a work but simply to provide a sufficient incentive for creation. J K Rowling, who features prominently in the article, need not worry that she is in some indefinite way deprived of funds to maintain her position as wealtheist woman in the UK, she’ll can be content that copyright law intended to do no more than generate her the millions of pounds she has garnered for sale of the Harry Potter books and movies, and subsidary products.

An author may have to abandon the pretence that all her ideas are original, that they owe nothing to the world around her. While that might hurt an author’s conceit there is no evidence it will hurt her (rather full) pocket.