1. Open: Barriers and Benefits
Patrick Masson, Chief Technology Officer, UMassOnline
Ken Udas, Chief Executive Officer, UMassOnline
University of Massachusetts Central Office

2. EDUCAUSE Open Initiatives
Open Access
Unrestricted online access to articles published in scholarly journals.
Open Content
License that explicitly allows copying and modifying of its information by anyone.
Open Courseware
Course materials in a virtual learning environment created by universities and shared freely with the world via the Internet.
Open Data
Practice requiring that certain data be freely available to everyone, without restrictions from copyright, patents or other mechanisms of control.
Open Education
Forms of education in which knowledge, ideas or important aspects of teaching methodology or infrastructure are shared freely.

3. EDUCAUSE Open Initiatives
Open Educational Resources
Learning materials that are freely available for use, remixing and redistribution.
Open Governance
Enables any interested citizen to add to the creation of policy.
Open Research (open science)
Scientific research (methodology, resulting data and results) made freely available.
Open Source Software
Production and development promoting access to the product's source materials.
Open Standards (open specifications, open formats)
A publicly available method.
Open Systems
Collection of interacting software, hardware, and human components.

4. Benefits of Open... Better Quality
“Given enough eyeballs, all bugs are shallow!”
End to Vendor Lock-in
“No more forced migrations!”
Higher Reliability
“It just works!”
Lower Cost
“It's free!”
More Flexibility
“It's customizable!”
Quicker Pace of Development
“Release early and release often!”
“The Future of Free” Open Source: Why or Why Not? Unicon, 2009

5. Gartner (2008): Reasons for using OSS 277 Respondents

6. The Ambiguity & Subjectivity of “Open”
Open means accessible
Anyone can use the product...
Open means democratic
Direction is determined by stakeholders...
Open means free
There is no cost to use the product...
Open means transparent
Governance is communicated...

7. Barriers to Open... Lack of Formal Support
“Who do you call when it breaks?”
Velocity of Change
“You'll have to hire a programmer!”
Lack of a Roadmap
“What happens if the guy dies?”
Functional Gaps
“How good can it be if it's free?”
Licensing Caveats
“Open source isn't free!”
Adoption
“No one ever got fired for going with IBM (Microsoft?)!”
Six Barriers to Open Source
Dan Farber,Tech Update, March 20, 2004

8. 2008 CIO.com: Greatest Barriers to Adoption 328 IT Business Executives & Managers
Open Source is Entering the Enterprise Mainstream, Survey Shows Esther Schindler, CIO, May 30, 2008

9. Survey Response criteria: Is there funding for the initiative?
Are there staff working on these initiatives?
Are there infrastructures in place supporting these initiatives (technologies, user support, training, curriculum, programs, etc.)?

10. Which best describes your institution?
Public Associate's Colleges
Public Baccalaureate Colleges
Public Master's Colleges and Universities
Public Doctorate–granting institutions
Public Specialized Institutions (e.g. Medical School)
Private Associate's Colleges
Private Baccalaureate Colleges
Private Master's Colleges and Universities
Private Doctorate–granting institutions
Private Specialized Institutions (e.g. Medical School)
Tribal College or University

11. Which best describes your institution?
Less than 1,000 students
Between 1,000 and 5,000 students
Between 5,001 and 10,000 students
Between 10,001 and 20,000 students
Over 20,000 students

12. Which open initiative has the greatest level of adoption in your institution?
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

13. Which open initiative has the 2nd greatest level of adoption in your institution?
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

14. Which open initiative has the 3rd greatest level of adoption in your institution?
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

15. Benefits of Open... Better Quality End to Vendor Lock-in
Higher Reliability
Lower Cost
More Flexibility
Quicker Pace of Development
“The Future of Free” Open Source: Why or Why Not? Unicon, 2009

16. Barriers to Open... Adoption Functional Gaps Lack of Formal Support
Lack of Roadmap
Licensing Caveats
Velocity of Change
Six Barriers to Open Source
Dan Farber,Tech Update, March 20, 2004

17. Which open initiative is the “most mature”
Which open initiative is the “most mature”? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

18. Which open initiative is the 2nd most mature
Which open initiative is the 2nd most mature? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

19. Which open initiative is the 3rd most mature
Which open initiative is the 3rd most mature? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

20. Which open initiative is the least mature
Which open initiative is the least mature? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

21. Which open initiative is the 2nd least mature
Which open initiative is the 2nd least mature? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

22. Which open initiative is the 3rd least mature
Which open initiative is the 3rd least mature? Mature: meets your criteria for institutional adoption.
Open Access
Open Content
Open Courseware
Open Data
Open Education
Open Educational Resources
Open Governance
Open Research (open science)
Open Source Software
Open Standards (open specifications, open formats)
Open Systems
No open initiatives have been adopted at my institution

23. THANK YOU