Securing user rights in education – reflections from our policy debate

by Alek Tarkowski from

How to secure user rights in education? This was the question we asked during a policy debate organised by Communia and hosted by MEP Michał Boni in the European Parliament on the 17th of November. Panelists, politicians and stakeholders participating in this debate discussed two approaches: the creation and use of Open Educational Resources (OER), and a progressive copyright reform for education.

While these issues are usually presented separately, as Communia we see them as two aspects of a single effort to ensure user rights in education. This two-path approach has been acknowledged at least since 2013, when the Creative Commons community argued that the movement behind open licensing policies needs to be involved in the copyright reform debate as well. Today in Europe, we are facing both developments related to OER policies (related to the Opening Up Education initiative, launched in 2013), and a copyright reform process in which education has been highlighted by the EC to be one of key areas for modernisation of copyright.


Throughout the meeting, policies supporting OER and copyright law reform were presented as two solutions that are complementary, not mutually exclusive. This issue was highlighted by Michał Boni in his introductory speech, which highlighted the innovative potential for OERs—but also spoke about the need of securing a strong, harmonised copyright exception for educational uses. Boni also discussed the need for an approach that balances the varied interests of stakeholders in the educational sphere, including right holders and users.

Dr. Dominic Orr, consultant with OECD, presented insights from a new report titled „Open Educational Resources: a Catalyst for Innovation” (of which he is a co-author). The report goes beyond highlighting the importance of OER for ensuring educational equity, and stresses the innovative potential of resources that can be easily reused and repurposed.

Josie Fraser, a social and educational technologist working for the Leicester City Council, talked about ties between open education, digital literacy, and teacher training. She explained her experiences with introducing a city-wide policy that permits teachers to release their educational resources as OERs. Fraser also mentioned that copyright reform—especially the simplification of legal provisions so they’re easy to understand—could go a long way in empowering and encourage teachers to create OERs.

Teresa Nobre, representing Creative Commons Portugal and Communia, spoke about the importance of a harmonised approach to copyright exceptions for education. Her research on the current state of these exceptions demonstrates a fragmented and insufficient support for educators and learners across Europe.

Alek Tarkowski, who moderated the meeting on behalf of Centrum Cyfrowe and Communia, stressed that this discussion needs to take into account not just a balanced copyright system, but also the needs of educators and learners. In the sphere of education, copyright policy should reflect educational strategies, and support high quality, innovative, personalised education across Europe. This perspective was further underlined by participants in the debate, including representatives of Schoolnet, Education International, DG Education and Culture, and University of Zagreb. They spoke about needs of teachers— in particular the need for legal certainty when creating, using and publishing educational content. From this perspective, copyright awareness becomes a fundamental aspect of digital literacy and professional development for teachers.

Marco Giorello from the Copyright Unit at DG Connect placed the debate in the context of the Digital Single Market strategy of the European Commission, which brings in crucial issues having to do with enabling cross-border uses and the market effects of educational exceptions to copyright. With these considerations in mind, the EC will attempt to balance educational goals that can be achieved through reform of the educational exception.

As Communia, we will continue to participate in the policy debate on copyright in education. We believe that European Union should continue to develop policies and tools supporting Open Educational Resources, in line with its “Opening Up Education” initiative. Furthermore, we need to use the opportunity of the ongoing copyright reform to establish a strong and clear exception for education. As proposed by Teresa Nobre during our meeting, we need a single, broad and harmonised educational exception, defined by educational activity—not the type of institution. Furthermore, the exception needs to allow commercial as well as noncommercial use, and include an open norm to ensure its flexibility into the future.

(For further opinions about the event, please read posts by Sandra Kucina Softic from University of Zagreb and Christer Gundersen from NDLA).

(This post has been cross-posted on the blog of the Communia Association).

2 komentáře u „Securing user rights in education – reflections from our policy debate

  1. Tamara Kováčová Autor příspěvku

    And response from Alek Tarkowski from

    Two sides of the same coin: open education and copyright reform

    During a recent policy debate that our association, Communia, organized in the European Parliament, we tackled two issues in one go: open education policies and copyright reform. Christer Gundersen, a Norwegian OER activist who attended the meeting, wrote, “Copyright and OER in the same debate is not a good mix”. Christer’s argument is that these are two complicated issues on their own, and by combining them we make them even more challenging for policymakers to understand and act upon. We hear his point but think that there are natural and useful connections in addressing OER and copyright reform together.

    CC0, Two sides of the same coin

    How did we get involved?
    Traditionally, OER activists — and even more broadly, open licensing advocates — have not been strongly involved in debates on copyright reform, for example arguing for stronger limitations and exceptions to copyright. Open communities, including Creative Commons, have become involved in global actions in times of crisis, but typically have not seen such policy work as part of their core strategy. At the same time, the OER community, and members of the open movement in general, have been leveraging open licensing to share millions of pieces of freely available content, and have grown their community of supporters and advocates notwithstanding the stalemate in copyright reform. In the case of Creative Commons, this might also have to do with the history of the movement, which began as a response to a failure of the legislative process to enact meaningful limits to the term of copyright. Thus, voluntary licensing has been seen as a temporary replacement for a fundamentally broken law.

    That is still the case today. The term of copyright has not been shortened by a day since the free culture movement took off. But over time members of the open movement began to realise that their involvement in copyright reform is not only useful, but necessary. In 2013 at the Creative Commons Global Congress in Buenos Aires, I co-organised a meeting of the CC network on the position of our movement on copyright reform. This resulted with a statement on “Creative Commons and Copyright Reform”, which states:

    “Our experience has reinforced our belief that to ensure the maximum benefits to both culture and the economy in this digital age, the scope and shape of copyright law need to be reviewed. However well-crafted a public licensing model may be, it can never fully achieve what a change in the law would do, which means that law reform remains a pressing topic.”

    Today, key organisations and communities in the open movement have their stake in copyright reform debates. Both Wikipedia and Mozilla see their mission as not just creating a free and open encyclopedia and browser, respectively. Their policy teams are involved in copyright reform actions, which they see as an essential element of their work. The protests against SOPA and PIPA in the United States, and ACTA around the world, seems to have been the turning point in motivating these organizations to get more involved. On January 18th, 2012, Wikipedia and other key open projects (including Creative Commons and Mozilla) took part in an online blackout against the draconian bills. Symbolically, early 2012 was the moment when the open movement mobilized to reform copyright law. This was the case for my organisation, Centrum Cyfrowe. Previously, we’ve consider ourselves mainly an open policies advocate. In 2012, we felt we had to become involved in the copyright reform debate as well.

    Open advocacy is not enough on its own
    So why do we think that pursuing the more complicated model of combining copyright reform action and open education, instead of focusing just on OER advocacy? First, changes in copyright law cannot be ignored, as they can have a detrimental effect to user rights to access and use information or content. The open licensing model after all depends on copyright law as its framework.

    Second, there are cases where open licensing alone will not solve the problem. As an example, the rights of people with special needs — such as the visually impaired — are well understood as a reason to introduce an exception to copyright in order to provide access to materials to these audiences. Yet neither the market nor open licensing have been able to provide a satisfactory, global solution to the needs of the visually impaired. We needed a WIPO copyright treaty to do that. Similarly,
    Finally, the success of open licensing is sometimes presented as an argument that copyright reform is not needed: licensing-based, voluntary actions are sufficient to “fix copyright”. We believe that this is not true — it’s worth remembering that at its origins Creative Commons was a movement that had the double goal of freeing culture, but also demonstrating the demand for copyright reform.

    Advocacy on open licensing is also a good match for copyright reform activists. The spread of the commons, new practices, and business models are all proof that a different copyright is wanted by creators. We continue to see that sharing, creativity, and collaboration grow once legal barriers are removed. And it is in the free software, free culture, open data, open educational resources or open science movements that one will find strongest supporters of copyright reform.
    User rights in education are the ultimate goal

    But how does this approach work for education reform? When we talk about OERs or strengthening copyright exceptions for education, the goals are ultimately related to education, and not to intellectual property management. We don’t need a better law for its own sake — we need a law that supports and strengthens modern education. And such a law needs to secure user rights, as these translate into innovative pedagogies and personalisation of learning, and supports teachers as not just consumers of publisher’s textbooks, but also creators of educational content.

    OER policies and copyright reform are two mutually reinforcing strategies and sets of tools that are available to us. Working with both means that our policy work is stronger — we can choose the strategy fit for the given moment.

    Christer is right that this double reform strategy creates a complicated model. It would indeed be easier to sell politicians and policymakers one of two simple messages: “OER policies work”, or “Change the law, stupid!”. It would also be simpler not to force OER activists to understand copyright issues beyond the (relatively simple) open licensing model. And it’s quite possible that we need to work more on developing our messaging and communication strategies.
    Copyright reform: why should you care?

    But we do not really have the possibility to choose one strategy over the other. Here’s why.
    First, the ongoing copyright reform process in Europe creates an opportunity to change copyright law for education. It is an opportunity that we cannot let slip away. In the cultural heritage sector, a strong network of institutions led by Europeana has been conducting successful advocacy work for the sharing of works in the commons. But there’s no parallel development in the education sector. Key educational stakeholders remain silent on copyright issues. If traditional education stakeholders aren’t stepping up, the work has to be done by OER community, as they constitute the group of educators that is most knowledgeable about intellectual property rights in education. I hope that future documents on open education, like the UNESCO Paris Declaration on OER from 2012, will include a recommendation to reform copyright in support of modern education.

    Second, the development of OER provides proof for the need of strong user rights in education. By looking at effects of successful OER projects we can describe a future educational reality, in which institutions, educators, and students benefit from a more liberal copyright law. Part of the success of Wikipedia as an education tool is the fact that no one accessing the site, or copying it for students, needs to worry: “Is this legal?”

    Third, the effects of the two strategies on education are complementary. On the one hand, open licensing guarantees user rights in a way that is understood and standardised globally, and not fully dependent on the shape of the underlying law. On the other hand, not all of the resources needed for education will be openly licensed — for example, modern education requires use of cultural resources that are in copyright and will never be openly licensed. We therefore need good and balanced rules allowing educators acting in the public interest to use these resources.

    Finally, a copyright reform process does not always lead to improved laws. On the contrary, legal changes often lead to negative outcomes. New laws can limit use, introduce new payments or make open licensing incompatible with the given legal system. In such cases, OER advocates need to take a stance in defense of the existing rules. Attempts to extend terms of protection are an example of such “reforms” (the Trans-Pacific Partnership being the most recent case).
    For all these reasons, we need to work with these two approaches in parallel, and treat them as two sides of the same coin. So no matter how you flip it, user rights in education win.

    No rights reserved by the author.
    Creative CommonsCopyrightOer

  2. Tamara Kováčová Autor příspěvku

    and see blogpost of Christer Gundersens from

    Copyright and OER in the same debate is not a good mix

    November 18, 2015

    Yesterday I attended a «policy breakfast» on OER at the EU parlament in Brussels. The event was be held in the European Parlament, with introductory speeches from OECD experts and with the presence of EP members.

    The event focused on the European level of policymaking, with the goal of discussing possibilities of strengthening European policies and programs that support open education. These kinds of events provide an excellent opportunity to compare experiences and discuss recommendations about policies, and at the same time try to influence parlament members. The event is part of the important work of the Centrum Cyfrowe Projekt:Polska, their mission is to work towards social change and enhancing citizens’ participation through the use of digital technologies and open, cooperative models based on sharing knowledge and other resources.

    When trying to bring the issues on Open education to the attention of policymakers it is hard to keep the message simple as there is a rather complex forrest of different problems and issues to be solved.
    Copyright and OER in the same debate

    The «policy breakfast» tried to combine two discussions, the first is on OER and the second one is copyright reform. These to issues are closely linked as they both affect what kind of content the teacher can use in the classroom and to me this seemed like a good idea when I read it in the invitation. After the meeting my conclusion is that it might have been a bit confusing for those not well wandered in this mace of legal matters and open licenses. While copyright is all about harmonizing the laws across european countries and all the legal and technical issues that comes with it, on the the discussion around Copyright the «devil is most definitely in the details».

    The discussion around OER on the other hand is is much more focused on how to promote a policy that increases the development of freely licensed content and all the benefits that comes with sharing and reusing digital learning resources. For those focused on solving issues of copyright and faire use in different European countries the OER movement is only part of the solution.

    My advice is to avoid mixing these to issues like we did yesterday. It would have been hard nought to get EU parlament members in the room to understand one of these issues over the course of 90 minutes. So I think it is a lesson to be learned for us OER advocates.

    Creative Commons License
    This work by Christer Gundersen is licensed under a Creative Commons Attribution 4.0 International License.

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