Assess and clear stuff that's not yours [Jan. 4, 2013, 11:45 a.m.]
Standing on the shoulders
Not all the content you might use in a given resource is of your own creation. You build upon the work of others and make use of content whose rights are held by individuals, corporations, and organizations around the world. Respecting the copyright of those who we borrow and build from is an essential component of strengthening the culture of sharing.
In this step, you assess the resources you intend to open to determine what content you can freely use or need to remove, and what you will need to seek permission to use. You also determine what you might be able to create on your own or what you could replace with openly licensed content.
Retaining content
Remember when we put things into two piles? Well, take the pile of your own stuff and make sure the you've marked it with the license you want. Easy and done. Now for the other pile. First, start with the content that has a license already (you should have kept track of this when you were gathering things in step 3). You can keep and use all of that content -- this is the beauty of public licenses. These people have already given you permission to use their stuff. But pay attention to the particular license they attached to the content. Unless it's a simple Creative Commons Attribution only license, there are going to be some constraints on how you can use the content. If you need to, review the Get CC Savvy course to brush up on what the licenses mean.
* Deep dive
There's probably this lingering question on the tip of your tongue: "But what if I don't have a CC license for this PERFECT image I want to use?!" Into the bowels of copyright we go... Luckily, copyright law is a complex, but ultimately understandable, beast. Not only are there many exceptions and limitations to copyright (especially in the U.S.), but what qualifies as being protected by copyright can actually be a lot slimmer than one might think. Take this deep dive to learn more about copyright exceptions, limitations, and exclusions:
Notice our nod to copyright in the U.S. in the previous paragraph? Dealing with international copyright law makes things a bit more complicated. While you might be making a perfectly simple fair use in the U.S., that might not fly in Kenya. There are a variety of implications for an international context that you might want to think about when making OER:
Replacing and removing
If it's not yours and you're not up for doing some copyright sleuthing (see the above deep dive challenge), get rid of that risky content. Anything that you can replace, use replacement content that has an open license or just make something yourself. Creating new content isn't necessarily hard and might be a perfectly simple alternative. Once you've got all your replacements ready, you'll want to remove what's left over. Honestly, this is often the content that's totally extraneous to the resource. You might not miss it at all.
* Tool tips
As you go about assessing the resources, you can use a few tools to manage your progress. One we recommend is OERca: it keeps track of the decisions you make in clearing content and is a place to share comments with other dScribes. Of course, face to face meetings still provide the best results in creating OER, but the benefit of OERca is the opportunity it gives all involved to collaborate remotely and work at their own pace. We also like to use spreadsheets in Google Docs as a quick and lightweight tool to track our progress.