Expanding Opportunity through Open Educational Resources


Hal Plotkin and Colleen Chien at the White House: “Using advanced technology to dramatically expand the quality and reach of education has long been a key priority for the Obama Administration.
In December 2013, the President’s Council of Advisors on Science and Technology (PCAST) issued a report exploring the potential of Massive Open Online Courses (MOOCs) to expand access to higher education opportunities. Last month, the President announced a $2B down payment, and another $750M in private-sector commitments to deliver on the President’s ConnectEd initiative, which will connect 99% of American K-12 students to broadband by 2017 at no cost to American taxpayers.
This week, we are happy to be joining with educators, students, and technologists worldwide to recognize and celebrate Open Education Week.
Open Educational Resources (“OER”) are educational resources that are released with copyright licenses allowing for their free use, continuous improvement, and modification by others. The world is moving fast, and OER enables educators and students to access, customize, and remix high-quality course materials reflecting the latest understanding of the world and materials that incorporate state of the art teaching methods – adding their own insights along the way. OER is not a silver bullet solution to the many challenges that teachers, students and schools face. But it is a tool increasingly being used, for example by players like edX and the Kahn Academy, to improve learning outcomes and create scalable platforms for sharing educational resources that reach millions of students worldwide.
Launched at MIT in 2001, OER became a global movement in 2007 when thousands of educators around the globe endorsed the Cape Town Declaration on Open Educational Resources. Another major milestone came in 2011, when Secretary of Education Arne Duncan and then-Secretary of Labor Hilda Solis unveiled the four-year, $2B Trade Adjustment Assistance Community College and Career Training Grant Program (TAACCCT). It was the first Federal program to leverage OER to support the development of a new generation of affordable, post-secondary educational programs that can be completed in two years or less to prepare students for careers in emerging and expanding industries….
Building on this record of success, OSTP and the U.S. Agency for International Development (USAID) are exploring an effort to inspire and empower university students through multidisciplinary OER focused on one of the USAID Grand Challenges, such as securing clean water, saving lives at birth, or improving green agriculture. This effort promises to  be a stepping stone towards leveraging OER to help solve other grand challenges such as the NAE Grand Challenges in Engineering or Grand Challenges in Global Health.
This is great progress, but there is more work to do. We look forward to keeping the community updated right here. To see the winning videos from the U.S. Department of Education’s “Why Open Education Matters” Video Contest, click here.”

Making digital government better


An McKinsey Insight interview with Mike Bracken (UK): “When it comes to the digital world, governments have traditionally placed political, policy, and system needs ahead of the people who require services. Mike Bracken, the executive director of the United Kingdom’s Government Digital Service, is attempting to reverse that paradigm by empowering citizens—and, in the process, improve the delivery of services and save money. In this video interview, Bracken discusses the philosophy behind the digital transformation of public services in the United Kingdom, some early successes, and next steps.

Interview transcript

Putting users first

Government around the world is pretty good at thinking about its own needs. Government puts its own needs first—they often put their political needs followed by the policy needs. The actual machine of government comes second. The third need then generally becomes the system needs, so the IT or whatever system’s driving it. And then out of those four, the user comes a poor fourth, really.
And we’ve inverted that. So let me give you an example. At the moment, if you want to know about tax in the UK , you’re probably going to know that Her Majesty’s Revenue and Customs is a part of government that deals with tax. You’re probably going to know that because you pay tax, right?
But why should you have to know that? Because, really, it’s OK to know that, for that one—but we’ve got 300 agencies, more than that; we’ve got 24 parts of government. If you want to know about, say, gangs, is that a health issue or is that a local issue? Is it a police issue? Is it a social issue, an education issue? Well, actually it’s all of those issues. But you shouldn’t have to know how government is constructed to know what each bit of government is doing about an esoteric issue like gangs.
What we’ve done with gov.uk, and what we’re doing with our transactions, is to make them consistent at the point of user need. Because there’s only one real user need of government digitally, and that’s to recognize that at the point of need, users need to deal with the government. Not a department name or an agency name, they’re dealing with the government. And when they do that, they need it to be consistent, and they need it to be easy to find. Ninety-five percent of our journeys digitally start with a search.
And so our elegantly constructed and expensively constructed front doors are often completely routed around. We’ve got to recognize that and construct our digital services based on user needs….”

Doctors’ #1 Source for Healthcare Information: Wikipedia


Article By Julie Beck in the Atlantic: “In spite of all of our teachers’ and bosses’ warnings that it’s not a trustworthy source of information, we all rely on Wikipedia. Not only when we can’t remember the name of that guy from that movie, which is a fairly low-risk use, but also when we find a weird rash or are just feeling a little off and we’re not sure why. One in three Americans have tried to diagnose a medical condition with the help of the Internet, and a new report says doctors are just as drawn to Wikipedia’s flickering flame.
According to the IMS Institute for Healthcare Informatics’ “Engaging patients through social media” report, Wikipedia is the top source of healthcare information for both doctors and patients. Fifty percent of physicians use Wikipedia for information, especially for specific conditions.
Generally, more people turn to Wikipedia for rare diseases than common conditions. The top five conditions looked up on the site over the past year were: tuberculosis, Crohn’s disease, pneumonia, multiple sclerosis, and diabetes. Patients tend to use Wikipedia as a “starting point for their online self education,” the report says. It also found a “direct correlation between Wikipedia page visits and prescription volumes.”
We already knew that more and more people were turning to the Internet in general and Wikipedia specifically for health information, and we could hardly stop them if we tried.

Being crowd-sourced, the information may well be neutral, but is it accurate? Knowing that doctors, too, are using these resources raises old concerns about the quality of information that comes up when you type your condition into Google.
But doctors are aware of this, and an effort called Wikiproject Medicine is dedicated to improving the quality of medical information on Wikipedia. The IMS report looked at changes to five articles—diabetes, multiple sclerosis, rheumatoid arthritis, breast cancer and prostate cancer—and found them to be in a state of constant flux. Those articles were changed, on average, between 16 and 46 times a month. But one of the major contributors to those articles was Dr. James Heilman, the founder of Wikiproject Medicine’s Medicine Translation task force.
“This task force’s goal is getting 200 medical articles to a good or featured status (only 0.1 percent of articles on Wikipedia have this status), simplifying the English and then translating this content to as many languages as possible,” the report says. “The aim is to improve the quality of the most read medical articles on Wikipedia and ensure that this quality will reach non-English speakers.”…”

Big Data, Big New Businesses


Nigel Shaboldt and Michael Chui: “Many people have long believed that if government and the private sector agreed to share their data more freely, and allow it to be processed using the right analytics, previously unimaginable solutions to countless social, economic, and commercial problems would emerge. They may have no idea how right they are.

Even the most vocal proponents of open data appear to have underestimated how many profitable ideas and businesses stand to be created. More than 40 governments worldwide have committed to opening up their electronic data – including weather records, crime statistics, transport information, and much more – to businesses, consumers, and the general public. The McKinsey Global Institute estimates that the annual value of open data in education, transportation, consumer products, electricity, oil and gas, health care, and consumer finance could reach $3 trillion.

These benefits come in the form of new and better goods and services, as well as efficiency savings for businesses, consumers, and citizens. The range is vast. For example, drawing on data from various government agencies, the Climate Corporation (recently bought for $1 billion) has taken 30 years of weather data, 60 years of data on crop yields, and 14 terabytes of information on soil types to create customized insurance products.

Similarly, real-time traffic and transit information can be accessed on smartphone apps to inform users when the next bus is coming or how to avoid traffic congestion. And, by analyzing online comments about their products, manufacturers can identify which features consumers are most willing to pay for, and develop their business and investment strategies accordingly.

Opportunities are everywhere. A raft of open-data start-ups are now being incubated at the London-based Open Data Institute (ODI), which focuses on improving our understanding of corporate ownership, health-care delivery, energy, finance, transport, and many other areas of public interest.

Consumers are the main beneficiaries, especially in the household-goods market. It is estimated that consumers making better-informed buying decisions across sectors could capture an estimated $1.1 trillion in value annually. Third-party data aggregators are already allowing customers to compare prices across online and brick-and-mortar shops. Many also permit customers to compare quality ratings, safety data (drawn, for example, from official injury reports), information about the provenance of food, and producers’ environmental and labor practices.

Consider the book industry. Bookstores once regarded their inventory as a trade secret. Customers, competitors, and even suppliers seldom knew what stock bookstores held. Nowadays, by contrast, bookstores not only report what stock they carry but also when customers’ orders will arrive. If they did not, they would be excluded from the product-aggregation sites that have come to determine so many buying decisions.

The health-care sector is a prime target for achieving new efficiencies. By sharing the treatment data of a large patient population, for example, care providers can better identify practices that could save $180 billion annually.

The Open Data Institute-backed start-up Mastodon C uses open data on doctors’ prescriptions to differentiate among expensive patent medicines and cheaper “off-patent” varieties; when applied to just one class of drug, that could save around $400 million in one year for the British National Health Service. Meanwhile, open data on acquired infections in British hospitals has led to the publication of hospital-performance tables, a major factor in the 85% drop in reported infections.

There are also opportunities to prevent lifestyle-related diseases and improve treatment by enabling patients to compare their own data with aggregated data on similar patients. This has been shown to motivate patients to improve their diet, exercise more often, and take their medicines regularly. Similarly, letting people compare their energy use with that of their peers could prompt them to save hundreds of billions of dollars in electricity costs each year, to say nothing of reducing carbon emissions.

Such benchmarking is even more valuable for businesses seeking to improve their operational efficiency. The oil and gas industry, for example, could save $450 billion annually by sharing anonymized and aggregated data on the management of upstream and downstream facilities.

Finally, the move toward open data serves a variety of socially desirable ends, ranging from the reuse of publicly funded research to support work on poverty, inclusion, or discrimination, to the disclosure by corporations such as Nike of their supply-chain data and environmental impact.

There are, of course, challenges arising from the proliferation and systematic use of open data. Companies fear for their intellectual property; ordinary citizens worry about how their private information might be used and abused. Last year, Telefónica, the world’s fifth-largest mobile-network provider, tried to allay such fears by launching a digital confidence program to reassure customers that innovations in transparency would be implemented responsibly and without compromising users’ personal information.

The sensitive handling of these issues will be essential if we are to reap the potential $3 trillion in value that usage of open data could deliver each year. Consumers, policymakers, and companies must work together, not just to agree on common standards of analysis, but also to set the ground rules for the protection of privacy and property.”

Are bots taking over Wikipedia?


Kurzweil News: “As crowdsourced Wikipedia has grown too large — with more than 30 million articles in 287 languages — to be entirely edited and managed by volunteers, 12 Wikipedia bots have emerged to pick up the slack.

The bots use Wikidata — a free knowledge base that can be read and edited by both humans and bots — to exchange information between entries and between the 287 languages.

Which raises an interesting question: what portion of Wikipedia edits are generated by humans versus bots?

To find out (and keep track of other bot activity), Thomas Steiner of Google Germany has created an open-source application (and API): Wikipedia and Wikidata Realtime Edit Stats, described in an arXiv paper.
The percentages of bot vs. human edits as shown in the application is constantly changing.  A KurzweilAI snapshot on Feb. 20 at 5:19 AM EST showed an astonishing 42% of Wikipedia being edited by bots. (The application lists the 12 bots.)


Anonymous vs. logged-In humans (credit: Thomas Steiner)
The percentages also vary by language. Only 5% of English edits were by bots; but for Serbian pages, in which few Wikipedians apparently participate, 96% of edits were by bots.

The application also tracks what percentage of edits are by anonymous users. Globally, it was 25 percent in our snapshot and a surprising 34 percent for English — raising interesting questions about corporate and other interests covertly manipulating Wikipedia information.

Four Threats to American Democracy


Jared Diamond in Governance: “The U.S. government has spent the last two years wrestling with a series of crises over the federal budget and debt ceiling. I do not deny that our national debt and the prospect of a government shutdown pose real problems. But they are not our fundamental problems, although they are symptoms of them. Instead, our fundamental problems are four interconnected issues combining to threaten a breakdown of effective democratic government in the United States.
Why should we care? Let’s remind ourselves of the oft-forgotten reasons why democracy is a superior form of government (provided that it works), and hence why its deterioration is very worrisome. (Of course, I acknowledge that there are many countries in which democracy does not work, because of the lack of a national identity, of an informed electorate, or of both). The advantages of democracy include the following:

  • In a democracy, one can propose and discuss virtually any idea, even if it is initially unpalatable to the government. Debate may reveal the idea to be the best solution, whereas in a dictatorship the idea would not have gotten debated, and its virtues would not have been discovered.
  • In a democracy, citizens and their ideas get heard. Hence, without democracy, people are more likely to feel unheard and frustrated and to resort to violence.
  • Compromise is essential to a democracy. It enables us to avoid tyranny by the majority or (conversely) paralysis of government through vetoes exercised by a frustrated minority.
  • In modern democracies, all citizens can vote. Hence, government is motivated to invest in all citizens, who thereby receive the opportunity to become productive, rather than just a small dictatorial elite receiving that opportunity.

Why should we Americans keep reminding ourselves of those fundamental advantages of democracies? I would answer: not only in order to motivate ourselves to defend our democratic processes, but also because increasing numbers of Americans today are falling into the trap of envying the supposed efficiency of China’s dictatorship. Yes, it is true that dictatorships, by closing debate, can sometimes implement good policies faster than can the United States, as has China in quickly converting to lead-free gasoline and building a high-speed rail network. But dictatorships suffer from a fatal disadvantage. No one, in the 5,400 years of history of centralized government on all the continents, has figured out how to ensure that a dictatorship will embrace only good policies. Dictatorships also prevent the public debate that helps to avert catastrophic policies unparalleled in any large modern First World democracy—such as China’s quickly abolishing its educational system, sending its teachers out into the fields, and creating the world’s worst air pollution.
That is why democracy, given the prerequisites of an informed electorate and a basic sense of common interest, is the best form of government—at least, better than all the alternatives that have been tried, as Winston Churchill quipped. Our form of government is a big part of the explanation why the United States has become the richest and most powerful country in the world. Hence, an undermining of democratic processes in the United States means throwing away one of our biggest advantages. Unfortunately, that is what we are now doing, in four ways.
First, political compromise has been deteriorating in recent decades, and especially in the last five years. That deterioration can be measured as the increase in Senate rejections of presidential nominees whose approvals used to be routine, the increasing use of filibusters by the minority party, the majority party’s response of abolishing filibusters for certain types of votes, and the decline in number of laws passed by Congress to the lowest level of recent history. The reasons for this breakdown in political compromise, which seems to parallel increasing levels of nastiness in other areas of American life, remain debated. Explanations offered include the growth of television and then of the Internet, replacing face-to-face communication, and the growth of many narrowly partisan TV channels at the expense of a few broad-public channels. Even if these reasons hold a germ of truth, they leave open the question why these same trends operating in Canada and in Europe have not led to similar deterioration of political compromise in those countries as well.
Second, there are increasing restrictions on the right to vote, weighing disproportionately on voters for one party and implemented at the state level by the other party. Those obstacles include making registration to vote difficult and demanding that registered voters show documentation of citizenship when they present themselves at the polls. Of course, the United States has had a long history of denying voting rights to blacks, women, and other groups. But access to voting had been increasing in the last 50 years, so the recent proliferation of restrictions reverses that long positive trend. In addition to those obstacles preventing voter registration, the United States has by far the lowest election turnout among large First World democracies: under 60% of registered voters in most presidential elections, 40% for congressional elections, and 20% for the recent election for mayor of my city of Los Angeles. (A source of numbers for this and other comparisons that I shall cite is an excellent recent book by Howard Steven Friedman, The Measure of a Nation). And, while we are talking about elections, let’s not forget the astronomical recent increase in costs and durations of election campaigns, their funding by wealthy interests, and the shift in campaign pitches to sound bites. Those trends, unparalled in other large First World democracies, undermine the democratic prerequisite of a well-informed electorate.
A third contributor to the growing breakdown of democracy is our growing gap between rich and poor. Among our most cherished core values is our belief that the United States is a “land of opportunity,” and that we uniquely offer to our citizens the potential for rising from “rags to riches”—provided that citizens have the necessary ability and work hard. This is a myth. Income and wealth disparity in the United States (as measured by the Gini index of equality/inequality, and in other ways) is much higher in the United States than in any other large First World democracy. So is hereditary socioeconomic immobility, that is, the probability that a son’s relative income will just mirror his father’s relative income, and that sons of poor fathers will not become wealthy. Part of the reason for those depressing facts is inequality of educational opportunities. Children of rich Americans tend to receive much better educations than children of poor Americans.
That is bad for our economy, because it means that we are failing to develop a large fraction of our intellectual capital. It is also bad for our political stability, because poor parents who correctly perceive that their children are not being given the opportunity to succeed may express their resulting frustration in violence. Twice during my 47 years of residence in Los Angeles, in 1964 and 1993, frustration in poor areas of Los Angeles erupted into violence, lootings, and killings. In the 1993 riots, when police feared that rioters would spill into the wealthy suburb of Beverly Hills, all that the outnumbered police could do to protect Beverly Hills was to string yellow plastic police tape across major streets. As it turned out, the rioters did not try to invade Beverly Hills in 1993. But if present trends causing frustration continue, there will be more riots in Los Angeles and other American cities, and yellow plastic police tape will not suffice to contain the rioters.
The remaining contributor to the decline of American democracy is the decline of government investment in public purposes, such as education, infrastructure, and nonmilitary research and development. Large segments of the American populace deride government investment as “socialism.” But it is not socialism. On the contrary, it is one of the longest established functions of government. Ever since the rise of the first governments 5,400 years ago, governments have served two main functions: to maintain internal peace by monopolizing force, settling disputes, and forbidding citizens to resort to violence in order to settle disputes themselves; and to redistribute individual wealth for investing in larger aims—in the worst cases, enriching the elite; in the best cases, promoting the good of society as a whole. Of course, some investment is private, by wealthy individuals and companies expecting to profit from their investments. But many potential payoffs cannot attract private investment, either because the payoff is so far off in the future (such as the payoff from universal primary school education), or because the payoff is diffused over all of society rather than concentrated in areas profitable to the private investor (such as diffused benefits of municipal fire departments, roads, and broad education). Even the most passionate American supporters of small government do not decry as socialism the funding of fire departments, interstate highways, and public schools.

Mindless – Why Smarter Machines are Making Dumber Humans


New book by Simon Head: “The tools of corporate efficiency—expert systems, databases, and operations management—have improved our lives significantly, but with a cost: they’re turning us into mindless drones.
We live in the age of Computer Business Systems (CBSs)—the highly complex, computer-intensive management programs on which large organizations increasingly rely. In Mindless, Simon Head argues that these systems have come to trump human expertise, dictating the goals and strategies of a wide array of businesses, and de-skilling the jobs of middle class workers in the process. CBSs are especially dysfunctional, Head argues, when they apply their disembodied expertise to transactions between humans, as in health care, education, customer relations, and human resources management. And yet there are industries with more human approaches, as Head illustrates with specific examples, whose lead we must follow and extend to the mainstream American economy.
Mindless illustrates the shortcomings of CBS, providing an in-depth and disturbing look at how human dignity is slipping as we become cogs on a white collar assembly line.”

The newsonomics of measuring the real impact of news


Ken Doctor at Nieman Journalism Lab: “Hello there! It’s me, your friendly neighborhood Tweet Button. What if you could tap me and unlock a brand new source of funding for startup news sources of all kinds? What if, even better, you the reader could tap that money loose with a single click?
That’s the delightfully simple conceit behind a little widget, Impaq.me, you may have seen popping up as you traverse the news web. It’s social. It’s viral. It uses OPM (Other People’s Money) — and maybe a little bit of your own. It makes a new case to funders and maybe commercial sponsors. And it spits out metrics around the clock. It aims to be a convergence widget, acting on that now-aging idea that our attention is as important as our wallet. Consider it a new digital Swiss Army knife for the attention economy. TWEET
It’s impossible to tell how much of an impact Impaq.me may have. It’s still in its second round of testing at six of the U.S.’s most successful independent nonprofit startups — MinnPost, Center for Investigative Reporting, The Texas Tribune, Voice of San Diego, ProPublica, and the Center for Public Integrity — but as in all things digital, timing is everything. And that timing seems right.
First, let’s consider that spate of new news sites that have sprouted with the winter rains — Bill Keller’s and Neil Barsky’s Marshall Project being only the latest. It’s been quite a run — from Ezra Klein’s Project X to Pierre Omidyar’s First Look (and just launched The Intercept) to the reimagining of FiveThirtyEight. While they encompass a broad range of business models and goals (“The newsonomics of why everyone seems to be starting a news site”), they all need two things: money and engagement. Or, maybe better ordered, engagement and money. The dance between the two is still in the early stages of Internet choreography. Get the sequences right and you win.
Second, and related, is the big question of “social” and how our sharing of news is changing the old publishing dynamic of editors deciding what we’re going to read. Just this week, two pieces here at the Lab — one on Upworthy’s influence and one on the social/search tango — highlighted the still-being-understood role of social in our news-reading lives.
Third, funders of news sites, especially Knight and other lead foundations, are looking for harder evidence of the value generated by their early grants. Millions have been poured into creating new news sites. Now they’re asking: What has our funding really done? Within that big question, Impaq.me is only one of several new attempts to demonstrably measure real impact in new ways. We’ll take a brief look at those impact initiatives below….
If Impaq.me is all about impact and money, then it’s got good company. There are at least two other noteworthy impact-measuring projects going on.

  • The Center for Investigative Reporting’s Impact Tracker effort impact-tracking initiative launched last fall. The big idea: getting beyond the traditional metrics like unique visitors and pageviews to track the value of investigative and enterprise work. To that end, CIR has hired Lindsay Green-Barber, a CUNY-trained social scientist, and given her a perhaps first-ever title: media impact analyst.We can see the fruits of the work around CIR’s impressive Returning Home to Battle veterans series. On that series, CIR is tracking such impacts as change and rise in the public discourse around veterans’ issues and related allocation of government resources. The notion of good journalism intended to shine a light in dark places has been embedded in the CIR DNA for a long time; this new effort is intended to provide data — and words — to describe progress toward solutions. CIR is working with The Seattle Times on the impact of that paper’s education reporting, and CIR may soon look at more partnerships as well. Related: CIR is holding two “Dissection” events in New York and Washington in April, bringing together journalists, funders, and social scientists to widen the media impact movement.
  • Chalkbeat, a growing national education news site, too, is moving on impact analysis. It’s called MORI (Measures of our Reporting’s Influence), and it’s a WordPress plugin. Says Chalkbeat cofounder Elizabeth Green: “We built MORI to solve for a problem that I guess you could call ‘impact loss.’ We knew that our stories were having all kinds of impacts, but we had no way of keeping track of these impacts or making sense of them. That meant that we couldn’t easily compile what we had done in the last year to share with the outside world (board, donors, foundations, readers, our moms) but also — just as important — we couldn’t look back on what we’d done and learn from it.”Sound familiar?
    After much inquiry, Chalkbeat settled on technology. “Within each story’s back end,” Green said, “we can enter inputs — qualitative data about the type of story, topic, and target audience — as well as outcomes — impacts on policy and practice (what we call ‘informed action’) as well as impacts on what we call ‘civic deliberation.’”

Open Data (Updated and Expanded)


As part of an ongoing effort to build a knowledge base for the field of opening governance by organizing and disseminating its learnings, the GovLab Selected Readings series provides an annotated and curated collection of recommended works on key opening governance topics. We start our series with a focus on Open Data. To suggest additional readings on this or any other topic, please email biblio@thegovlab.org.

Data and its uses for GovernanceOpen data refers to data that is publicly available for anyone to use and which is licensed in a way that allows for its re-use. The common requirement that open data be machine-readable not only means that data is distributed via the Internet in a digitized form, but can also be processed by computers through automation, ensuring both wide dissemination and ease of re-use. Much of the focus of the open data advocacy community is on government data and government-supported research data. For example, in May 2013, the US Open Data Policy defined open data as publicly available data structured in a way that enables the data to be fully discoverable and usable by end users, and consistent with a number of principles focused on availability, accessibility and reusability.

Selected Reading List (in alphabetical order)

Annotated Selected Reading List (in alphabetical order)
Fox, Mark S. “City Data: Big, Open and Linked.” Working Paper, Enterprise Integration Laboratory (2013). http://bit.ly/1bFr7oL.

  • This paper examines concepts that underlie Big City Data using data from multiple cities as examples. It begins by explaining the concepts of Open, Unified, Linked, and Grounded data, which are central to the Semantic Web. Fox then explore Big Data as an extension of Data Analytics, and provide case examples of good data analytics in cities.
  • Fox concludes that we can develop the tools that will enable anyone to analyze data, both big and small, by adopting the principles of the Semantic Web:
    • Data being openly available over the internet,
    • Data being unifiable using common vocabularies,
    • Data being linkable using International Resource Identifiers,
    • Data being accessible using a common data structure, namely triples,
    • Data being semantically grounded using Ontologies.

Foulonneau, Muriel, Sébastien Martin, and Slim Turki. “How Open Data Are Turned into Services?” In Exploring Services Science, edited by Mehdi Snene and Michel Leonard, 31–39. Lecture Notes in Business Information Processing 169. Springer International Publishing, 2014. http://bit.ly/1fltUmR.

  • In this chapter, the authors argue that, considering the important role the development of new services plays as a motivation for open data policies, the impact of new services created through open data should play a more central role in evaluating the success of open data initiatives.
  • Foulonneau, Martin and Turki argue that the following metrics should be considered when evaluating the success of open data initiatives: “the usage, audience, and uniqueness of the services, according to the changes it has entailed in the public institutions that have open their data…the business opportunity it has created, the citizen perception of the city…the modification to particular markets it has entailed…the sustainability of the services created, or even the new dialog created with citizens.”

Goldstein, Brett, and Lauren Dyson. Beyond Transparency: Open Data and the Future of Civic Innovation. 1 edition. (Code for America Press: 2013). http://bit.ly/15OAxgF

  • This “cross-disciplinary survey of the open data landscape” features stories from practitioners in the open data space — including Michael Flowers, Brett Goldstein, Emer Colmeman and many others — discussing what they’ve accomplished with open civic data. The book “seeks to move beyond the rhetoric of transparency for transparency’s sake and towards action and problem solving.”
  • The book’s editors seek to accomplish the following objectives:
    • Help local governments learn how to start an open data program
    • Spark discussion on where open data will go next
    • Help community members outside of government better engage with the process of governance
    • Lend a voice to many aspects of the open data community.
  • The book is broken into five sections: Opening Government Data, Building on Open Data, Understanding Open Data, Driving Decisions with Data and Looking Ahead.

Granickas, Karolis. “Understanding the Impact of Releasing and Re-using Open Government Data.” European Public Sector Information Platform, ePSIplatform Topic Report No. 2013/08, (2013). http://bit.ly/GU0Nx4.

  • This paper examines the impact of open government data by exploring the latest research in the field, with an eye toward enabling  an environment for open data, as well as identifying the benefits of open government data and its political, social, and economic impacts.
  • Granickas concludes that to maximize the benefits of open government data: a) further research is required that structure and measure potential benefits of open government data; b) “government should pay more attention to creating feedback mechanisms between policy implementers, data providers and data-re-users”; c) “finding a balance between demand and supply requires mechanisms of shaping demand from data re-users and also demonstration of data inventory that governments possess”; and lastly, d) “open data policies require regular monitoring.”

Gurin, Joel. Open Data Now: The Secret to Hot Startups, Smart Investing, Savvy Marketing, and Fast Innovation, (New York: McGraw-Hill, 2014). http://amzn.to/1flubWR.

  • In this book, GovLab Senior Advisor and Open Data 500 director Joel Gurin explores the broad realized and potential benefit of Open Data, and how, “unlike Big Data, Open Data is transparent, accessible, and reusable in ways that give it the power to transform business, government, and society.”
  • The book provides “an essential guide to understanding all kinds of open databases – business, government, science, technology, retail, social media, and more – and using those resources to your best advantage.”
  • In particular, Gurin discusses a number of applications of Open Data with very real potential benefits:
    • “Hot Startups: turn government data into profitable ventures;
    • Savvy Marketing: understanding how reputational data drives your brand;
    • Data-Driven Investing: apply new tools for business analysis;
    • Consumer Information: connect with your customers using smart disclosure;
    • Green Business: use data to bet on sustainable companies;
    • Fast R&D: turn the online world into your research lab;
    • New Opportunities: explore open fields for new businesses.”

Jetzek, Thorhildur, Michel Avital, and Niels Bjørn-Andersen. “Generating Value from Open Government Data.” Thirty Fourth International Conference on Information Systems, 5. General IS Topics 2013. http://bit.ly/1gCbQqL.

  • In this paper, the authors “developed a conceptual model portraying how data as a resource can be transformed to value.”
  • Jetzek, Avital and Bjørn-Andersen propose a conceptual model featuring four Enabling Factors (openness, resource governance, capabilities and technical connectivity) acting on four Value Generating Mechanisms (efficiency, innovation, transparency and participation) leading to the impacts of Economic and Social Value.
  • The authors argue that their research supports that “all four of the identified mechanisms positively influence value, reflected in the level of education, health and wellbeing, as well as the monetary value of GDP and environmental factors.”

Kassen, Maxat. “A promising phenomenon of open data: A case study of the Chicago open data project.Government Information Quarterly (2013). http://bit.ly/1ewIZnk.

  • This paper uses the Chicago open data project to explore the “empowering potential of an open data phenomenon at the local level as a platform useful for promotion of civic engagement projects and provide a framework for future research and hypothesis testing.”
  • Kassen argues that “open data-driven projects offer a new platform for proactive civic engagement” wherein governments can harness “the collective wisdom of the local communities, their knowledge and visions of the local challenges, governments could react and meet citizens’ needs in a more productive and cost-efficient manner.”
  • The paper highlights the need for independent IT developers to network in order for this trend to continue, as well as the importance of the private sector in “overall diffusion of the open data concept.”

Keen, Justin, Radu Calinescu, Richard Paige, John Rooksby. “Big data + politics = open data: The case of health care data in England.Policy and Internet 5 (2), (2013): 228–243. http://bit.ly/1i231WS.

  • This paper examines the assumptions regarding open datasets, technological infrastructure and access, using healthcare systems as a case study.
  • The authors specifically address two assumptions surrounding enthusiasm about Big Data in healthcare: the assumption that healthcare datasets and technological infrastructure are up to task, and the assumption of access to this data from outside the healthcare system.
  • By using the National Health Service in England as an example, the authors identify data, technology, and information governance challenges. They argue that “public acceptability of third party access to detailed health care datasets is, at best, unclear,” and that the prospects of Open Data depend on Open Data policies, which are inherently political, and the government’s assertion of property rights over large datasets. Thus, they argue that the “success or failure of Open Data in the NHS may turn on the question of trust in institutions.”

Kulk, Stefan and Bastiaan Van Loenen. “Brave New Open Data World?International Journal of Spatial Data Infrastructures Research, May 14, 2012. http://bit.ly/15OAUYR.

  • This paper examines the evolving tension between the open data movement and the European Union’s privacy regulations, especially the Data Protection Directive.
  • The authors argue, “Technological developments and the increasing amount of publicly available data are…blurring the lines between non-personal and personal data. Open data may not seem to be personal data on first glance especially when it is anonymised or aggregated. However, it may become personal by combining it with other publicly available data or when it is de-anonymised.”

Kundra, Vivek. “Digital Fuel of the 21st Century: Innovation through Open Data and the Network Effect.” Joan Shorenstein Center on the Press, Politics and Public Policy, Harvard College: Discussion Paper Series, January 2012, http://hvrd.me/1fIwsjR.

  • In this paper, Vivek Kundra, the first Chief Information Officer of the United States, explores the growing impact of open data, and argues that, “In the information economy, data is power and we face a choice between democratizing it and holding on to it for an asymmetrical advantage.”
  • Kundra offers four specific recommendations to maximize the impact of open data: Citizens and NGOs must demand open data in order to fight government corruption, improve accountability and government services; Governments must enact legislation to change the default setting of government to open, transparent and participatory; The press must harness the power of the network effect through strategic partnerships and crowdsourcing to cut costs and provide better insights; and Venture capitalists should invest in startups focused on building companies based on public sector data.

Noveck, Beth Simone and Daniel L. Goroff. “Information for Impact: Liberating Nonprofit Sector Data.” The Aspen Institute Philanthropy & Social Innovation Publication Number 13-004. 2013. http://bit.ly/WDxd7p.

  • This report is focused on “obtaining better, more usable data about the nonprofit sector,” which encompasses, as of 2010, “1.5 million tax-exempt organizations in the United States with $1.51 trillion in revenues.”
  • Toward that goal, the authors propose liberating data from the Form 990, an Internal Revenue Service form that “gathers and publishes a large amount of information about tax-exempt organizations,” including information related to “governance, investments, and other factors not directly related to an organization’s tax calculations or qualifications for tax exemption.”
  • The authors recommend a two-track strategy: “Pursuing the longer-term goal of legislation that would mandate electronic filing to create open 990 data, and pursuing a shorter-term strategy of developing a third party platform that can demonstrate benefits more immediately.”

Robinson, David G., Harlan Yu, William P. Zeller, and Edward W. Felten, “Government Data and the Invisible Hand.” Yale Journal of Law & Technology 11 (2009), http://bit.ly/1c2aDLr.

  • This paper proposes a new approach to online government data that “leverages both the American tradition of entrepreneurial self-reliance and the remarkable low-cost flexibility of contemporary digital technology.”
  • “In order for public data to benefit from the same innovation and dynamism that characterize private parties’ use of the Internet, the federal government must reimagine its role as an information provider. Rather than struggling, as it currently does, to design sites that meet each end-user need, it should focus on creating a simple, reliable and publicly accessible infrastructure that ‘exposes’ the underlying data.”
Ubaldi, Barbara. “Open Government Data: Towards Empirical Analysis of Open Government Data Initiatives.” OECD Working Papers on Public Governance. Paris: Organisation for Economic Co-operation and Development, May 27, 2013. http://bit.ly/15OB6qP.

  • This working paper from the OECD seeks to provide an all-encompassing look at the principles, concepts and criteria framing open government data (OGD) initiatives.
  • Ubaldi also analyzes a variety of challenges to implementing OGD initiatives, including policy, technical, economic and financial, organizational, cultural and legal impediments.
  • The paper also proposes a methodological framework for evaluating OGD Initiatives in OECD countries, with the intention of eventually “developing a common set of metrics to consistently assess impact and value creation within and across countries.”

Worthy, Ben. “David Cameron’s Transparency Revolution? The Impact of Open Data in the UK.” SSRN Scholarly Paper. Rochester, NY: Social Science Research Network, November 29, 2013. http://bit.ly/NIrN6y.

  • In this article, Worthy “examines the impact of the UK Government’s Transparency agenda, focusing on the publication of spending data at local government level. It measures the democratic impact in terms of creating transparency and accountability, public participation and everyday information.”
  • Worthy’s findings, based on surveys of local authorities, interviews and FOI requests, are disappointing. He finds that:
    • Open spending data has led to some government accountability, but largely from those already monitoring government, not regular citizens.
    • Open Data has not led to increased participation, “as it lacks the narrative or accountability instruments to fully bring such effects.”
    • It has also not “created a new stream of information to underpin citizen choice, though new innovations offer this possibility. The evidence points to third party innovations as the key.
  • Despite these initial findings, “Interviewees pointed out that Open Data holds tremendous opportunities for policy-making. Joined up data could significantly alter how policy is made and resources targeted. From small scale issues e.g. saving money through prescriptions to targeting homelessness or health resources, it can have a transformative impact. “

Zuiderwijk, Anneke, Marijn Janssen, Sunil Choenni, Ronald Meijer and Roexsana Sheikh Alibaks. “Socio-technical Impediments of Open Data.” Electronic Journal of e-Government 10, no. 2 (2012). http://bit.ly/17yf4pM.

  • This paper to seeks to identify the socio-technical impediments to open data impact based on a review of the open data literature, as well as workshops and interviews.
  • The authors discovered 118 impediments across ten categories: 1) availability and access; 2) find-ability; 3) usability; 4) understandability; 5) quality; 6) linking and combining data; 7) comparability and compatibility; 8) metadata; 9) interaction with the data provider; and 10) opening and uploading.

Zuiderwijk, Anneke and Marijn Janssen. “Open Data Policies, Their Implementation and Impact: A Framework for Comparison.” Government Information Quarterly 31, no. 1 (January 2014): 17–29. http://bit.ly/1bQVmYT.

  • In this article, Zuiderwijk and Janssen argue that “currently there is a multiplicity of open data policies at various levels of government, whereas very little systematic and structured research [being] done on the issues that are covered by open data policies, their intent and actual impact.”
  • With this evaluation deficit in mind, the authors propose a new framework for comparing open data policies at different government levels using the following elements for comparison:
    • Policy environment and context, such as level of government organization and policy objectives;
    • Policy content (input), such as types of data not publicized and technical standards;
    • Performance indicators (output), such as benefits and risks of publicized data; and
    • Public values (impact).

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Did we miss anything? Please submit reading recommendations to biblio@thegovlab.org or in the comments below.

Innovating for the Global South: New book offers practical insights


Press Release: “Despite the vast wealth generated in the last half century, in today’s world inequality is worsening and poverty is becoming increasingly chronic. Hundreds of millions of people continue to live on less than $2 per day and lack basic human necessities such as nutritious food, shelter, clean water, primary health care, and education.
Innovating for the Global South: Towards an Inclusive Innovation Agenda, the latest book from Rotman-UTP Publishing and the first volume in the Munk Series on Global Affairs, offers fresh solutions for reducing poverty in the developing world. Highlighting the multidisciplinary expertise of the University of Toronto’s Global Innovation Group, leading experts from the fields of engineering, public health, medicine, management, and public policy examine the causes and consequences of endemic poverty and the challenges of mitigating its effects from the perspective of the world’s poorest of the poor.
Can we imagine ways to generate solar energy to run essential medical equipment in the countryside? Can we adapt information and communication technologies to provide up-to-the-minute agricultural market prices for remote farming villages? How do we create more inclusive innovation processes to hear the voices of those living in urban slums? Is it possible to reinvent a low-cost toilet that operates beyond the water and electricity grids?
Motivated by the imperatives of developing, delivering, and harnessing innovation in the developing world, Innovating for the Global South is essential reading for managers, practitioners, and scholars of development, business, and policy.
“As we see it, Innovating for the Global South is fundamentally about innovating scalable solutions that mitigate the effects of poverty and underdevelopment in the Global South. It is not about inventing some new gizmo for some untapped market in the developing world,” say Profs. Dilip Soman and Joseph Wong of the UofT, who are two of the editors of the volume.
The book is edited and also features contributions by three leading UofT thinkers who are tackling innovation in the global south from three different academic perspectives.

  • Dilip Soman is Corus Chair in Communication Strategy and a professor of Marketing at the Rotman School of Management.
  • Janice Gross Stein is the Belzberg Professor of Conflict Management in the Department of Political Science and Director of the Munk School of Global Affairs.
  • Joseph Wong is Ralph and Roz Halbert Professor of Innovation at the Munk School of Global Affairs and Canada Research Chair in Democratization, Health, and Development in the Department of Political Science.

The chapters in the book address the process of innovation from a number of vantage points.
Introduction: Rethinking Innovation – Joseph Wong and Dilip Soman
Chapter 1: Poverty, Invisibility, and Innovation – Joseph Wong
Chapter 2: Behaviourally Informed Innovation – Dilip Soman
Chapter 3: Appropriate Technologies for the Global South – Yu-Ling Cheng (University of Toronto, Chemical Engineering and Applied Chemistry) and Beverly Bradley (University of Toronto, Centre for Global Engineering)
Chapter 4: Globalization of Biopharmaceutical Innovation: Implications for Poor-Market Diseases – Rahim Rezaie (University of Toronto, Munk School of Global Affairs, Research Fellow)
Chapter 5: Embedded Innovation in Health – Anita M. McGahan (University of Toronto, Rotman School of Management, Associate Dean of Research), Rahim Rezaie and Donald C. Cole (University of Toronto, Dalla Lana School of Public Health)
Chapter 6: Scaling Up: The Case of Nutritional Interventions in the Global South – Ashley Aimone Phillips (Registered Dietitian), Nandita Perumal (University of Toronto, Doctoral Fellow, Epidemiology), Carmen Ho (University of Toronto, Doctoral Fellow, Political Science), and Stanley Zlotkin (University of Toronto and the Hospital for Sick Children,Paediatrics, Public Health Sciences and Nutritional Sciences)
Chapter 7: New Models for Financing Innovative Technologies and Entrepreneurial Organizations in the Global South – Murray R. Metcalfe (University of Toronto, Centre for Global Engineering, Globalization)
Chapter 8: Innovation and Foreign Policy – Janice Gross Stein
Conclusion: Inclusive Innovation – Will Mitchell (University of Toronto, Rotman School of Management, Strategic Management), Anita M. McGahan”