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From Student Activist to OER Advocate: The Journey of a Textbook Affordability Librarian by Nancy Henke, UNC Assistant Professor

As an undergraduate, long before I knew about affordable and open educational resources (AOER), I gave a speech at a well-attended university event where I decried the high cost of textbooks. After my speech, a fellow student asked me, shocked, “Are you allowed to talk about that?”

Spoiler: I’m still talking about it.

I didn’t know then that my career path would lead me into the higher education classroom as an instructor of Composition and Literature, through my degree in Library and Information Science, and right back around to issues of educational access and knowledge equity.

As UNC’s Textbook Affordability Librarian, I develop, sustain, and advocate for initiatives that promote free-to-student educational resources. This may mean working with faculty to adopt, adapt, or create OER for their courses, or exploring options for integrating library-licensed materials into a course, such as e-books available through library subscription databases.

My 13 years teaching at another university prior to my role at UNC has certainly influenced my views on AOER. On the one hand, I have extensive experience developing courses – from choosing textbooks to developing lessons and assessments to crafting quizzes and building Canvas courses – and I recognize the immense workload that comes with that endeavor. Converting a course from using a traditional, all-rights-reserved textbook to affordable and open resources is no mean feat; I deeply sympathize with faculty members’ legitimate concerns about the labor involved in doing so. I similarly respect the principles of academic freedom and the right of faculty to choose learning resources they deem best for their students and courses.

On the other hand, though, from the vantage point of a classroom-instructor-turned-AOER-advocate, I now see aspects of my previous relationship with the textbook industry very differently than I did while I was teaching. Especially in light of my impassioned speech about textbook costs as an undergraduate, I’ll admit that the cost of my students’ course materials wasn’t top of mind when I was an instructor.

Consider the opacity of textbook costs for faculty. It is possible for a faculty member to choose a textbook for a course and not even know exactly what students will pay for it. Some publishers make a faculty member “dig” to determine how much students will pay for the title, and in retrospect I’m ashamed to think that I often required a textbook without knowing the out-of-pocket cost for my students. After all, as an instructor I received a free copy of any textbook I was considering adopting for my courses, since publishers want to make it easy for faculty to review (and ideally, adopt) a textbook they sell. Of course, I knew it wouldn’t be free for my students, but the fact that my copy of the book simply materialized when I requested it from a publisher led to me focus only on the content of the book, not its cost.

Case in point: I taught early American literature for many years, and each semester I assigned a high-quality yet high-cost anthology from a major publisher. Even though I purposefully chose an older edition of the book to cut student costs, I now know that students easily paid over $70 for a new copy of the previous edition and over $50 for a used copy. And, to make it even worse, this is for literature that is so old that it’s in the public domain, meaning it’s no longer protected by copyright. At least 90% of the works I taught in that course are available for free anywhere on the web simply because of their age. Yes, there was plenty of “value-added” in this text: essential historical context, helpful timelines, thoughtful introductions written by experts in the field, etc. Yet that kind of content is also available in OER texts for free.

In the end, I’m a realist and recognize that not every learning resource in every class in every discipline will ever be completely open, and that’s fine. Yet as former teaching faculty now immersed in the world of open education, I hope to reach those instructors who, like me in my previous career, aren’t aware of OER or have misconceptions about them. We all know that the costs of higher education have soared, but what students pay for tuition and fees is simply outside the control of faculty. The cost of course materials, however, is within their control, and when a student doesn’t pay $70 for their American literature anthology, they have $70 for groceries, or gas, or a new pair of winter boots, or a thousand other things they need for themselves and their family.

There’s nothing I can do now about my having required expensive textbooks in the past other than fail forward. My position at UNC Libraries gives me the opportunity to make amends by advancing programs that help current and future UNC students save on textbooks. My undergraduate self who gave that speech way back when might have been disappointed that Instructor Nancy didn’t do more to control textbook costs for her students, but she’d certainly be on board with Librarian Nancy who works on behalf of AOER.  

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Stepping into my new role as a Graduate Assistant focused on Open Educational Resources (OER) has been a profound and eye-opening experience. As a first-generation undergraduate and graduate student from Ghana, a developing country, where access to educational resources is often limited, working with the OER team at UNC has shown me the transformative power of open education. Not only does it challenge the traditional models of learning, but it also offers the potential to change lives by making education more equitable and accessible.

Being a first-generation student from a developing country comes with its own set of challenges. Education has always been seen as a luxury in my community, rather than a right. Textbooks, research materials, and even basic access to information are often out of reach for many students like myself. As I pursued my undergraduate and now graduate degrees, I have always been aware of the financial burden that textbooks and learning resources can place on students. It is not uncommon for students back home to rely on outdated textbooks, shared among classmates, or to go without the materials they need to truly succeed in their studies. This has fueled my passion for exploring alternative approaches to education—ones that do not exclude students based on financial capabilities.

I was fortunate to join the OER team as a Graduate Assistant, a role that perfectly aligns with my passion for education and advocacy. Before joining this team, I had no idea how far-reaching the concept of OER could be. In my home country, the idea of freely accessible, high-quality educational resources is still in its infancy. The cost of textbooks and academic materials is a significant hurdle for many students. For this reason, being part of an OER initiative in a more developed context has truly opened my eyes to the potential impact OER can have, not only in the U.S. but globally.

The primary focus of OER is to provide students with the resources they need to succeed without financial strain. In countries like mine, where families struggle to cover basic living expenses, the cost of textbooks can often be overwhelming. OER help bridge this gap by ensuring that no student is denied access to quality educational resources due to cost. These resources are designed not only to reduce costs but to improve educational outcomes by making up-to-date materials more readily available. The ability to access educational resources without the need for expensive textbooks means that students can focus more on learning and less on how they will afford the next book.

While OER is making great strides in developed countries, there are still significant challenges in introducing these resources to less developed nations. Many countries, including my home country Ghana, face infrastructure issues, such as limited internet access and outdated technology. These problems can prevent students from fully benefiting from the wealth of free resources that OER offer. However, the potential for change is tremendous. With increased awareness and support, we can begin to introduce OER in my home country and others like it. As I continue to grow in my role, I am committed to advocating for the integration of OER in developing countries. This will require collaboration between governments, educational institutions, and organizations dedicated to promoting open access to education. By building awareness around OER and creating the infrastructure to support it, we can take meaningful steps towards a more equitable and accessible educational future.

My journey as an OER Graduate Assistant has only just begun, but I already feel a deep sense of purpose in this role. Education has the power to uplift individuals and transform communities, and OER are critical tools in making that happen. As I continue to work with the OER team, I look forward to being part of this global movement for change, one that prioritizes the needs of students and breaks down the barriers that have traditionally stood in the way of educational success. OER have shown me that education does not need to be restricted by financial constraints—it can and should be available to everyone, regardless of where they are in the world. I am excited to bring this knowledge back to my home country, where I hope to be part of the movement to promote OER and ensure that every student has the opportunity to succeed.

Open Educational Resources represent more than just a cost-saving initiative—they represent a fundamental shift in how we view education. OER remove barriers, level the playing field, and ensure that all students have the opportunity to reach their full potential. I look forward to continuing my work with the OER team and contributing to this global vision for a better, more equitable educational landscape.

As a master’s student in professional counseling, I would estimate I spent nearly $500 on textbooks  during my first year in the program, with the book content ranging from the basic introduction to the counseling profession, to diagnostic manuals and treatment planning resources. While I am excited to be pursuing my dreams, especially as a first-generation student, the cost of higher education has become an increasingly salient issue for me as I have progressed through my education. I often find myself wondering, when all is said and done and I walk across the stage as Dr. Henderson someday, how much will I have spent on my education, on tuition and books, from my bachelor’s degree to my doctorate? I know I am not alone in wondering this and feel that it has become a question that many students find themselves asking. The cost of education, and the materials that go along with our education, have become a substantial barrier for many to academic success. Some may argue that if students cannot afford the textbooks for classes, they can use their university library’s resources, but with limited resources that are often utilized by more than one student, many are left scrambling to access course materials that often determine their success in the course. While student success is a multi-faceted issue, I feel that we set many of our students up for failure by requiring expensive textbooks for courses, especially courses that are required to complete a degree. How can we address this textbook issue so that students have financially friendly options for class materials as they work toward their goals?

            I first learned of open educational resources (OER) during my first semester of graduate school. In search of a job, I had applied for a position with UNC’s University Libraries as an OER graduate student employee. I remember reading through the job description and thinking to myself, “This position sounds great, and I think I’m qualified, but I have no idea what OER is!” Luckily, I landed the position, and had the opportunity to steadily learn all about OER for the next few months. The benefits of using OER in classrooms quickly became clear, and I realized that increasing the use of OER materials could help to alleviate some of the financial burden for students in higher education. However, I found myself wondering why I had not heard of OER before, and why professors were not using these resources in place of expensive textbooks more often. If we have the tools to make higher education more accessible and affordable, why aren’t we using them? I wonder if part of the issue stems from common misconceptions of OER, with one of the biggest misconceptions about OER materials being that because they are free, they must be of lower quality. While I am sure that OER materials exist out there which certainly are of lower quality, the materials I have come across and worked with during my time with University Libraries have been of overwhelmingly high quality. Many sites which offer collections of OER also offer rating systems for individual materials and provide users an opportunity to leave honest reviews and even suggestions for changing the material. In fact, one of the coolest aspects of OER is how customizable the content often is; using OER offers professors the opportunity to edit materials to better fit the focus of the course and its unique learning outcomes. While integrating OER into a course can be a learning curve, plenty of resources exist to make the process easier. To the professors considering OER, I encourage you to learn more and give it a chance; in making the jump to using OER, we provide our students with customized, high-quality, and affordable materials that contribute to their learning and overall success in higher education.

In some of my courses, I have begun to integrate the free web annotation tool Hypothesis. Free to use, students all mark up and highlight the same document. In doing so, students engage more with the text, and each other. This is a paradigm shift from approaches that are typically used in learning management systems such as Canvas; rather than read an article and then reply to a prompt in a discussion board, students can converse and reply right on the document itself.

I first learned about social annotation by following the work of friend and colleague Dr. Jeremiah (Remi) Kalir, assistant professor of Learning Design and Technology at the University of Colorado Denver. Kalir coauthored the new book Annotation with Antero Garcia on the history and current practice of social annotation. In fact, the practice is ancient, dating back to a long history of people scribbling in the margins of books. We see this from family cookbooks to medieval European texts. Fast-forward to today where there are several tools that enable anyone to socially and collaboratively annotate the web.

Hypothesis is Kalir’s tool of choice. It is free, and truly open (open source, open code). What’s more, it is multimodal: aside from highlighting text and leaving digital sticky notes, students and educators can respond with YouTube videos, GIFs, or emojis. There are also ways to fully integrate Hypothesis into Canvas, as well as other tools.

Getting Started

To get started, I recommend having students first annotate your course syllabus. Using the free Hypothesis tool DocDrop, any PDF -- your syllabus, an article you are using for your course -- can be dragged in, thus creating a unique link for your students. You can make the document public or private, sharing a simple password with students.

In addition to annotating documents, any website can be marked up as well. Hypothesis can be added as a Chrome browser extension, enabling anyone, anywhere to annotate a website.

Having students annotate a syllabus is a low-stakes way to scaffold its use later in courses. Once students grow accustomed, consider inviting the author of articles to engage in discussions. This past fall I invited Annotation coauthor Garcia to respond to questions as well as to annotate “Dear Future President of the United States”: Analyzing Youth Civic Writing Within the 2016 Letters to the Next President Project, an article he cowrote that was published in SAGE, and with AERA.

Having authors as guest annotators piqued student interest, and created an engaging and unique conversation, much more than had this been linked on a discussion board. After having students collaboratively annotate, Crowdlaaers, a free analytic tool, or “crowd layers” dashboard where educators and researchers can track activity.

To learn more on having students annotate syllabi, check out Kalir’s blog post, Annotate Your Syllabus 2.0.