Editing Process

From openmichigan

This page outlines the steps you will take to ensure that the course materials have a consistent look and feel as well as all the associated licensing and citation information before publishing. Before you begin this step, you should confirm that all of the previous steps in the dScribe process are done.

Contents 1 Reviewing Course Materials 2 Preparing Course Materials 2.1 TEMPLATES: Title Page Disclaimer and Content Object Tags 2.2 PowerPoint Presentations 2.2.1 Gather cleared COs from OERca 2.2.2 Edit each Content Object Within the PowerPoint 2.2.2.1 COs with action "Remove and Annotate" 2.2.2.2 COs with action "Retain: Public Domain" 2.2.2.3 COs with action "Retain: Permission" 2.2.2.4 COs with action "Retain: Copyright Analysis" 2.2.2.5 COs with action: "Search" 2.2.2.6 COs with action "Create" 2.2.3 Additional notes on CO metadata tags 2.2.4 Add title slide and make additional edits to the presentation as necessary 2.3 Syllabi, Course Objectives, Case Studies, Assignments, and other course materials 3 How to edit PDFs 4 Upload edited materials to OERca 5 Edited materials for instructor review

Reviewing Course Materials

1. Log into OERca and review each of your content objects.

2. Ensure that you have entered all the correct content object information regarding citation information, copyright, licensing information, content type, etc into the given fields of the tool. This is especially important for the replacement objects you have have created.

3. After reviewing and editing the content object information (as necessary), you're ready to begin inserting the materials and other information into the original course materials.

Preparing Course Materials

TEMPLATES: Title Page Disclaimer and Content Object Tags

- Note: All of the templates for removal/citation/license graphics and CC license information that you need are here:

• Title page disclaimer / Content object source information presentation (PPT)
  

- View this PPT for more info on how to effectively site the resources that you replace, create, remove and annotate, etc.

• Guide to Editing (PPT)

PowerPoint Presentations

- Tip: Create a folder on your desktop for each course you're dScribing (or some other organization scheme) to keep good track of the materials you're working on and planning on publishing.

Gather cleared COs from OERca

1. Ensure that all of your content objects for a given course material are marked as "Cleared for Publication". A course material is cleared when the progress bar is completely green. If you are waiting on a response from a dScribe2 or a professor, notify the dScribe2s.

2. Download replacement objects

- Log into OERca

- Select the particular PowerPoint presentation you are working on editing

- Download all Replacement Content Objects by clicking on the Download All Replacement COs link in the header

Edit each Content Object Within the PowerPoint

1. Open the original PowerPoint presentation file (or download again) on your desktop.

2. Address each content object according to its Final Action in OERca.

- in other words, if you have marked a CO as Final Action: Remove and Annotate take action by entering the remove statement graphic into the PowerPoint.

3. Download and use the Editing template we provide (same PPT file as above - disclaimer, tags, etc.).

4. Use the Guide to Editing to help format your Source / License tags.

COs with action "Remove and Annotate"

1. For Content Objects slated to be removed from the lecture, insert the removal statement graphic in the Title page / disclaimer / Content object source information file (PPT).

2. Edit the statement to accurately refer to the object being removed.

- for example, write something like: "Image of Carnitine Palmitoyl Transferase I removed"

- also the removal statement graphic should be reasonably sized - it doesn't need to be as big as the original image.

3. If the content object appears on the web and you can easily link to it (some Netter images, for example) include a link to the original content object along with the statement: "image available here: http://...."

4. Do not include the graphic on "non significant" content objects (e.g. the ClipArt image used for comic relief).

5. For slides where you may remove two or more images and replace them with just one, do not worry about inserting the removal statement graphic. If the learning objective remains clear, we should have nothing to worry about.

COs with action "Retain: Public Domain"

1. Even if it is a federal government work or the content object appears on Wikipedia as a work dedicated to the public domain, confirming a content object's public domain status can be difficult. So, instead of saying "Source: Public Domain" we follow the "Source: [source]" markup: "Source: Library of Congress" or "Source: United States Federal Government" or "Source: National LIbrary of Medicine"

2. See an example slide

COs with action "Retain: Permission"

1. Created by the Instructor

- Mark it just as you would mark it as from a 3rd party (see point 3).

2. University of Michigan logos, seals, watermarks

- For University of Michigan logos, seals, watermarks include a note under the image that includes the University of Michigan department to which it belongs, e.g. "Source: University of Michigan, Department of Pathology".

3. Created by someone other than the instructor

- These content objects should have Creative Commons licenses or equivalent (like GNU FDL). (If not, consult a dScribe2.)

- Mark up as follows: License: Author (source) license URL

- an example: CC:BY: mrgarin (flickr) http://creativecommons.org/licenses/by/3.0/

COs with action "Retain: Copyright Analysis"

• No copyright

1. For COs that have been identified as having "No Copyright" insert source information, if possible.

- "Source: [creator], [publication or website]'

- "Source: Iraci and Fux-Otta, NEJM 360(24)e31"'

2. If source is unknown, include statement: "Source: Undetermined".

3. Do not include the word "author". As a matter of copyright law there can be no "author" on items that have no copyright.

- Here is an Example of a slide.

• • Note: If the original content object contains a notice claiming copyright, we leave it in. We do not eliminate someone's right to claim copyright whether they're correct or not.

• Fair Use

1. For items where we claim fair use, insert source information, if possible. e.g. Source: University of Indiana

2. If source is unknown, include statement:

- "Source: Undetermined"

3. If source can be ascertained via website, book, conversation, etc. we include the source, but do not attempt to include copyright information. For example, a screenshot from a website of the New York Times in a lecture would have the following caption:

- "Source: New York Times, http://www.nytimes.com" a bookcover "Source: Jared Diamond"

4. If the original content object contains a notice claiming copyright, we leave it in. We do not eliminate someone's right to claim copyright.

COs with action: "Search"

1. If you replace a content object with a licensed image (such as a Creative Commons licensed image): insert author and license information, the source location (e.g. flickr, wikipedia), and the appropriate URL to the license beneath the content object.

- Mark up as follows: License: Author (source) license URL

- an example: CC:BY: mrgarin (flickr) http://creativecommons.org/licenses/by/3.0/

- or see this Example slide for how it might to look when finished.

For materials that you have created that include a licensed image (e.g. you have made significant modifications to a photo that has CC licensing), we will include both the original licensing and author information associated with the photo as well as our License information, author information, and a statement that says we have modified it. See this Example.

- important: Resize image, and, if necessary, edit text and other information (e.g. arrows, shapes, captions, etc) on slide.

COs with action "Create"

1. If you are an employee of the University the materials you have created for this project will carry the author tag: Regents of the University of Michigan noted.

- For images that you create and seem to merit copyright due to creative expression and representation, we will include "CC:BY: University of Michigan, [Your School]" in the metadata tag.

- For images (e.g the histology images) where there is no copyright to begin with, we will NOT not use a license but instead will use "Source: University of Michigan, [Your School]"

- this may include many of the charts, graphs, sketches, and other images you assemble. Ask the dScribe2 for more guidance on this.

2. important Resize image, and, if necessary, edit text and other information (e.g. arrows, shapes, captions, etc) on slide.

3. For materials that you have created that include a licensed image (e.g. you have made significant modifications to a photo that has CC licensing), we will include both the original licensing and author information associated with the photo as well as our license information, author information, and a statement that says we have modified it.

- CC:BY-SA Regents of the University of Michigan - adapted from CC:BY-SA hoorob (flick) http://creativecommons.org/licenses/by-sa/3.0/

- note that because the original author licensed the work under a CC:BY-SA license, we need to respect the Share Alike component of the license and change our normal Attribution only approach to Attribution-Share Alike (BY-SA)

Additional notes on CO metadata tags

1. Labeling the Source on content objects: "Source: [title of work/book], [publisher], [year]"

2. If a content object (be it a graph, a photo, etc) bears some form of copyright notice, we will leave it as is and will not attempt to edit it out. For example, many of the objects from Garland Publishing have some form of notice that accompany the items (c) 1997 Garland Publishing. Leave the (C) info in and we will include the source information below it in a metadata tag like Source: (name of textbook) or (publisher)"

Add title slide and make additional edits to the presentation as necessary

1. Adjust language to reflect the change brought about by the Replacement Content Objects, correct spelling, remove contact and other personally identifiable information, remove superfluous or non-relevant or non-essential Content Objects.

2. For slides that have multiple no copyright / public domain images, apply the Metadata tag to each - do not simply have one box at the bottom of the slide that presents the source information. Of course, there are exceptions to this where it may simply interfere with the process, figure, etc. Make a judgment call about where it's best to place the tag.

3. At the beginning of the PowerPoint Presentation, insert the Open.Michigan Title page disclaimer (download the template file).

- Edit to reflect the faculty's selected license.

- Ask a dScribe2 for this information. If the information is not known, we will have you send the edited lecture to the faculty asking him/her for her input and to select a licensing arrangement.

- download and insert the correct License information image for the title slide.

4. Do a final run through the material to check for consistent formatting, appropriate arrangement of objects, accurate licensing information, etc.

Syllabi, Course Objectives, Case Studies, Assignments, and other course materials

1. Ideally you have these documents in .doc formats. If not, see a dScribe 2 about using Adobe Professional to make editable .pdfs.

2. There are two important things to keep in mind while editing and preparing these materials for publication:

Privacy

- ensure that all personally identifiable information about the faculty member has been removed from the materials, including email, phone number, and office location.

Attribution

- Faculty tend to utilize the course objectives, case studies, and other such material from textbooks or similar material. To the best of your ability, help provide the source information.

3. At the beginning of the document, insert the Open.Michigan Title page disclaimer (download the template file).

- Edit to reflect the faculty's selected license.

- Ask a dScribe2 for this information. If the information is not known, we will have you send the edited lecture to the faculty asking him/her for her input and to select a licensing arrangement.

4. Download and insert the correct License information image for the title slide (also found in the template file).

5. After editing to include the appropriate information, convert to jpeg and insert into the document.

How to edit PDFs

Open PDF in Adobe Acrobat Professional

Insert title slide

1. Save the title slide as a single page PDF using Open Office or Microsoft Office
2. Go to the Document menu -> Insert Pages
3. Select the title slide PDF
4. In the Location dropdown select Before
5. Under page, select the First radio button

Insert text:

1. Select the Tools menu -> Drawing Markups -> Text Box Tool

1. Click and drag to insert the text box
2. Insert the desired text

1. Right click on the text box
2. Select Properties
3. Set thickness to 0 pt
4. For Fill Color select No Color
5. Select Make Current Properties Default

Edit/delete text

1. Select the Tools menu -> Advanced Editing -> TouchUp Text Tool
2. Highlight the text you'd like to change
3. Edit the text accordingly

Upload edited materials to OERca

1. Once you have finished editing a particular course material, append "-EDITED" to the filename.
2. Login to OERca
3. Open the course
4. Click Add materials
5. Upload the edited file
6. Notify the publication director or dScribe 2 via email or during dScribe session that the edited file is in OERca

Edited materials for instructor review

1. Publication director will email faculty with the edited presentation. It will be uploaded in our Open.Michigan OER site for the faculty to review where we will ask if the material meets his / her expectation for publication.
2. dScribe2 or publication director will email you after the faculty gives their final approval for your review.