View source for CC Canada Roadmap (2012)

'''Date submitted:'''February 16, 2012    
'''Time span of this roadmap:''' 3 years

'''Region/Jurisdiction:''': North America, Canada

==Foreward==
The purpose of the document is to set out a roadmap to establish and develop a multi-stakeholder Creative Commons Canada affiliate organization.  It also serves to underpin and inform the development of a Memorandum of Understanding (MOU) with Creative Commons (see the [http://wiki.creativecommons.org/MOU MOU Template]).  It was developed collaboratively based on input from CIPPIC, BCcampus and Athabasca University, pursuant to discussions held prior to and during a meeting in Ottawa on February 1, 2012.  

This draft reflects the plans and intentions of the three aforementioned stakeholder organizations as of February 24, 2012.  The document may be updated from time to time and the specific plans are subject to change as the affiliate organization crystallizes.

This document follows the [http://wiki.creativecommons.org/Roadmap_Template template of the Creative Commons Roadmap].  The following documents also help provide a framework for the goals and organizational plans set out:
*[http://wiki.creativecommons.org/images/9/94/Introduction_to_CC_and_Affiliate_Teams.pdf Introduction to Creative Commons and Affiliate Teams]
*[http://wiki.creativecommons.org/images/9/94/Introduction_to_CC_and_Affiliate_Teams.pdf Self Assessment Tool]
*[http://wiki.creativecommons.org/Affiliates Creative Commons Affiliates]
*[http://wiki.creativecommons.org/International Creative Commons Affiliates International]
*[http://wiki.creativecommons.org/Canada Creative Commons Canada History]


==Affiliate Team Information==
===List of Members===
====Members of the Multi-stakeholder Affiliate Team====
*'''BCcampus (http://www.bccampus.ca)''':
**David Porter, Executive Director
**Mary Burgess, Director, Curriculum Services and Applied Research
*'''CIPPIC, the Samuelson-Glushko Canadian Internet Policy and Public Interest Clinic (http://www.cippic.ca)''':
**David Fewer, Director
**Kent Mewhort, Articling Fellow
*'''Athabasca University (http://www.athabascau.ca/)'''
**Susan D'Antoni, Advisor to the President, International OER Initiatives
**Rory McGreal, Professor and UNESCO/COL Chair in OER
**Cindy Ives, Director, Centre for Learning Design and Development

====Key Roles and Responsibilities====
*'''Community Building Lead:''' TBD (BCcampus)
*'''Legal Lead:''' Kent Mewhort (CIPPIC)
*'''Technology Lead:''' Kent Mewhort (to start only)
*'''Languages Lead:''' TBD

====Advisory Board====
To attempt to reach all stakeholder communities (including artist communities, open data communities, and OER communities), Creative Commons Canada will institute a diverse advisory board of approximately 10 members.  The members of this board will be expected to advise the affiliate team on the interests and concerns both of groups in their particular regions of Canada, and of any special-interest groups or communities with which they are involved.

On top of at least one advisory board meeting per year (which may be conducted by teleconference), advisory board members will participate in email and mailing list discussions.  Upon request, they should also be available to provide recommendations and expertise related to their stakeholder communities.

The advisory board will include members focused on community building, legal, technology, and languages.  The initial composition of members will be discussed, and candidates approached, within the first year after the affiliate team forms.

===Earliest MOU in jurisdiction===
Previously, several Creative Commons Canada affiliates operated without an MOU (before this infrastructure was in place). CIPPIC was involved with the drafting of the following 2.5 licenses:
*[http://creativecommons.org/licenses/by/2.5/ca/ Attribution 2.5 Canada]
*[http://creativecommons.org/licenses/by-nc/2.5/ca/ Attribution-NonCommercial 2.5 Canada]
*[http://creativecommons.org/licenses/by-nc-nd/2.5/ca/ Attribution-NonCommercial-NorDerivs 2.5 Canada]
*[http://creativecommons.org/licenses/by-nc-sa/2.5/ca/ Attribution-NonCommercial-ShareAlike 2.5 Canada]
*[http://creativecommons.org/licenses/by-nd/2.5/ca/ Attribution-NoDerivs 2.5 Canada]
*[http://creativecommons.org/licenses/by-sa/2.5/ca/ Attribution-ShareAlike 2.5 Canada]


==Vision==
===Why is Creative Commons important for the jurisdiction?===
Governments at all levels are increasingly adopting open data portals, but with a plethora of ad hoc and incompatible licenses.  Canada's open education sector is strong and burgeoning.  Many thriving artist communities exist throughout Canada.  It is important for all of these groups to have access to Creative Commons in order for them to apply fair and principled copyright licenses to their works, especially as internet distribution has become an important part of business models and of culture in Canada.

===What do you think makes a successful jurisdiction project?===
Of prime importance for success in our jurisdiction is the ability to recognize and take account of the diverse voices across Canada.  Spanning nearly ten thousand kilometers across, we have two legal systems, two official languages, and many different cultural groups.  We aim to achieve success through a multi-stakeholder affiliate model which encourages the participation of many sectors and communities.

===How do you see the jurisdiction project contributing to the CC Affiliate Network?===
A Creative Commons Canada affiliate will:
*support governments, municipalities, institutions, and organizations in the open licensing of data sets, copyright works, research reports, statistics, photographic images, educational resources, archive film, and other digital resources;
*complement laws pertaining to copyright and public domain by enabling creators to not only assert rights but communicate permissions;
*contribute to licensing discussions with CC HQ and with other CC affiliates, giving voice to Canadian legal considerations and issues. With both civil law and common law jurisdictions within Canada, we are in a unique position to lend a comparative voice on the different legal aspects of both systems;
*enable innovative new business models in both the public and private sectors;
*support the revision of policy regulating education and other public services;
*contribute to raising awareness and adoption of open licensing frameworks by creators;
*support collaborations and partnerships to maximize investments, implement sustainable production and share digital resources; and
*promote creative and innovative activities which deliver social and economic benefits.


We will aim to strengthen use and adoption of Creative Commons in Canada to further build upon the widespread support that Creative Commons already realizes in Canada:
*Creative Commons licenses have been in use in Canada for Open Educational Resources since 2004. There is a growing interest across the country in use of Creative Commons licenses for educational resources by faculty, institutions and government. Confidence in moving this direction and growth of policy and practical use are dependent on the availability of local, Canada-specific advice and support for Creative Commons Licenses.
*Software applications such as Flickr, which originated in Canada, use Creative Commons licenses as a means of supporting open licensing by creators. Creative Commons makes it possible to embed licenses in technologies as an innovative new business model for the media and technology sectors.
*Many municipalities and the federal government have launched open data portals where citizens can access government data.  Provincial governments have started to do the same.  Although none of these governments presently use a Creative Commons license, future adoption of CC could standardize the license for these open data portals, thereby enabling users to better combine, remix, and re-share datasets.
*Creative Commons licenses expand the sharing of resources by creators. There is tremendous debate, and in some cases public consultation, taking place in Canada around revisions and updates to copyright and public domain law. Creative Commons Canada licenses provide a complementary means to go beyond restrictive rights by enabling up front permissions for use by others eliminating the costly and time consuming process of seeking permission from copyright holders. 
*Creative Commons licenses enable creators to develop a reputation based on sharing and widespread use of their resources, in essence acting as a marketing tool.  A successful Creative Commons affiliate will result in the use of Creative Commons licenses in every province across Canada and in a wide range of sectors. Success will require widespread community engagement across the country. Thought leaders and champions are needed to act as advocates, support awareness building and provide practical advice. 
*Creative Commons Canada affiliate will boost human capital and lifelong learning across Canada by working with education providers in both the formal and informal sectors to advocate knowledge and skill acquisition through the open licensing  of learning resources. 
*As an affiliate Creative Commons Canada will work collaboratively with other international affiliates to coordinate activities and share resources, strategies and tactics.


==Community==
===Present communities===
''Describe the communities that are currently active in the project. How will you continue to engage with these communities?''

Though there are many communities with an interest in Creative Commons, few communities are active in the project at present -- this is the reason a "reboot" of Creative Commons Canada is imperative.  We need to create an official affiliate partnership and then re-engage the communities (see below).

===Focus Communities===
''Describe the communities (existing or new) that you plan to focus on during the timeframe covered by this roadmap? How do you plan to engage with these communities?''

The Creative Commons Canada affiliate will work with seven primary communities to promote active use of Creative Commons licenses in Canada:
#Educational institutions – schools, universities, colleges, …
#Libraries
#Cultural institutions – museums, galleries, etc.
#Government organizations
#Technology-based companies
#Open data and technology-focused communities
#Professional Associations & non-profits
#Creators – artists, photographers, media producers.


The Creative Commons Affiliate will proactively engage with all these communities seeking to broaden the base of participation. Engagement strategies include:
*Use of social media to establish a Pan-Canadian network (see Twitter feed at [http://www.creativecommons.org.uk/] for example)
*Implementation of a Creative Commons website/community of practice (see [http://www.creativecommons.org.nz/] for example)
*Case studies and showcase examples
*Compilation of list of Canadian organizations & individuals using Creative Commons
*Development of a copyright, open licensing course delivered online and face-to-face (see [http://wikieducator.org/Open_content_licensing_for_educators/Home Open Course Licensing for Educators], for example, or [http://cyber.law.harvard.edu/copyrightforlibrarians/Main_Page#Permissions Copyright for Librarians], both licensed using Creative Commons)
*Open licensing salons, webinars, conference presentations, and events
*FAQ, how-to’s and practical guides to aid decision making and implementation
*Policy guidelines and recommendations
*Development and profiling of business models related to use of Creative Commons
*An advisory board comprised of members from these different communities (please refer to the list of some potential candidates in under "Affiliate Team Information", above).


The Creative Commons Canada affiliate has a strong starting base in the education sector. This sector will be an area of initial focus. However, affiliate team members will be sought across all sectors in order to establish broad representation and deliver resources, activities, and events relevant to all.

==Priority Goals==
===Focus Areas===
''What are the three most important focus areas on which the Affiliate Team will work during this time period? Please consider community building and adoption goals among your priorities.''

====Focus Area 1. Identify source(s) and secure funding for a Creative Commons Canada affiliate====
While a great deal of Creative Commons related work can be done through volunteers, a core base level of funding will be required to establish a physical presence and at least partial support for some people and activities. Localizing legal tools, promoting public awareness, translation, building out a web presence, all require funding and effort. Our first focus must be on finding and securing core base level of funding. Ideally this funding would come from a group with representation from across Canada or a national mandate.

We will need to estimate the dollars required (for 3 years) to host/operate a Creative Commons Canada Affiliate.  Depending on in-kind and magnitude of our plans/activities for the affiliate, we’ll likely need somewhere between $50-100K/year.  We will also need to formulate a funding plan and actively pursue funding opportunities

'''Existing sources:'''  CIPPIC was successful in securing two small grants that can provide ''some'' resources to help get CC Canada off the ground (but further funding is still absolutely necessary):
*A grant from Law Foundation of Ontario to host a Creative Commons salon (in conjunction with the Creative Law Society at the University of Ottawa).
*A project-based grant from [http://www.geoconnections.org/en/index.html GeoConnections], a national initiative led by Natural Resources Canada supporting the integration and use of the Canadian Geospatial Data Infrastructure (CGDI).  The grant provides funding for a CIPPIC staff lawyer (Kent Mewhort) to work on several "open licensing" projects over the next two years.  With respect to Creative Commons, the project scope can include facilitating a salon, developing a CC Canada website, developing CC-related legal information, and providing some client advice on CC (in particular to potential government adopters).


'''Other possible sources being considered include (not exhaustive):'''
*Social Sciences and Humanities Research Council (SSHRC) Connection Program.  In particular, the [http://www.sshrc-crsh.gc.ca/funding-financement/umbrella_programs-programme_cadre/connection-connexion-eng.aspx Partnership Grants] can provide funding of up to $2.5 million "for new and existing formal partnerships over four to seven years to advance research and/or '''knowledge mobilization'''" [emphasis added].
*[http://www.cmec.ca Council of Ministers of Education Canada (CMEC)]
*[http://www.hrsdc.gc.ca/eng/funding_programs/index.shtml Human Resources and Skills Development Canada (HRSDC)]
*[http://www.conferenceboard.ca/ Conference Board of Canada]
*Industry Canada (Knowledge Infrastructure Program?)
*National Research Council (Institute for Information Technology?)
*Treasury Board Secretariat (data.gc.ca program)
*[http://www.wd.gc.ca Western Economic Diversification Program]
*Canada Foundation for Innovation
*[http://www.budget.gc.ca/2011/plan/chap4c-eng.html Canada Investing in Innovation] Education and Training]
*Federation of Canadian Municipalities (FCM)
*Canadian corporations (eg. MEC)
*Foundations (eg. Mozilla, Soros)


====Focus Area 2: Creative Commons Salon(s) (for Community Building & Promoting License Adoption)====
=====Ottawa CC Salon in March/April 2012=====
We propose to hold a first salon, with a proposed focus on open data, in Ottawa in late March or April 2012.  This will particularly provide an opportunity to promote Creative Commons licensing to government representatives.  It will also provide a general opportunity to liaise with a broader audience of people interested in Creative Commons in Canada and raise awareness of Creative Commons across all community groups.

The salon will likely consist of 2-3 keynote speakers followed by a round-table on open data in government. 

=====Vancouver CC Salon/Showcase October 2012 (as part of the international OER conference)=====
We propose to showcase and promote the current use and potential of Creative Commons in Canada as part the international OER conference, and also as part of a larger celebration around Creative Commons 10th anniversary in 2012 (see [http://www.wired.co.uk/news/archive/2011-12/13/creative-commons-is-10]).

This event could include could include case studies, showcase examples, representative Canadian organizations and individuals speaking about how and why they use Creative Commons.

'''Follow-up discussions''':
After reaching out to potential license implementors at the salons, we will follow-up with those showing interest and provide support and advice through subsequent meetings, phone calls and emails. In particular, after the Ottawa salon, we will provide individual encouragement for governments to adopt, and make their materials compatible with, Creative Commons licenses.  Subsequent to the Vancouver salon, we will follow-up with encouragement and support for potential CC-adopters in the O.E.R. space.

'''Other possibilities''':
Other possibilities for community building and promotion includes salons, webinars, presentations, and events.  Another event could possibly coincide with UNESCO’s 2012 World Open Educational Resources (OER) Conference being held in Paris on 20-22-June-2012, where the will be a focus on Fostering Government Support for OER.

One or more of these events could be done/coordinated in conjunction with other CC Affiliates.

====Focus Area 3: Creative Commons Website (also for Community Building & Promoting License Adoption)====
A website will allow Creative Commons Canada to promote events and activities, showcase uses of Creative Commons in Canada, connect with communities, and provide the public with information on Creative Commons.

In addition, the website can provide an initial point of contact where local license implementors, potential implementors and others with an interest in CC can find and contact the affiliate team.  We can respond to inquiries and questions with respect to adopting and using Creative Commons licenses in Canada.

Kent Mewhort has experience in web development and will develop the initial website, in consultation with other members of the affiliate team. BCcampus can lend support in designing and developing the look & feel.

====Focus Area 4: Version 4.0 License====
We will monitor and participate in the Version 4.0 wiki and mailing discussions working towards the next suite of the Creative Commons license suite.  We will provide general comments and help ensure that proposals and drafts are adequately compatible with Canadian law and interests.

Once launched, we will also discuss, promote and encourage adoption of Version 4.0.

==Project Outputs==
===Output Description===
''Detail tangible project outputs (e.g., events, papers, blog posts, video/films, etc.) for each focus area including an expected date of completion. See also Timeline.   How will this output help achieve your goals?'''

The outputs we plan to complete are as follows: 
*'''''Focus-area 1: Identify source(s) and secure funding for a Creative Commons Canada affiliate'''''
**'''Project Output:''' $X raised/awarded
**'''Goal of Output:''' To secure sustainable funding.
**'''Expected start date:''' January 2012
**'''Expected date of completion:''' March 2012 
**'''Team Member(s) Responsible:''' All.

*'''''Focus-area 2: Creative Commons Salons'''''
**'''Project Output:'''  National events (one in Ottawa and one in Vancouver), both online and with f2f live elements
**'''Goal of Output:''' Promotion of Creative Commons in Canada
**'''Expected dates:'''  Smaller event in late March/early June 2012; a larger one October 8-9, 2012
**'''Team Member(s) Responsible:''' All

*'''''Focus-area 3: Website'''''
**'''Project Output:''' Modern website with features such as a news feed, information of Creative Commons, and a spotlight on Creative Commons content & initiatives in Canada.
**'''Goal of Output:''' To connect with the public & provide information.
**'''Expected start date:''' 2012
**'''Expected date of completion:''' 2012
**Team Member(s) Responsible: Kent Mewhort & BCcampus

*'''''Focus-area 4: Version 4.0 License'''''
**'''Project Output:''' We provide comments to the mailing list and wiki where applicable.  Any incompatibilities with Canadian law are pointed out early.
**'''Goal of Output:''' The final version of the 4.0 license complies with Canadian law.
**'''Expected start date:''' 2012
**'''Expected date of completion:''' 2012
**'''Team Member(s) Responsible:''' CIPPIC (Kent Mewhort, David Fewer)

===Metrics===
''Please consider using trackable statistics (such as web traffic or number of license adoptions) when applicable, but only if meaningful.''

*'''How will you measure and evaluate your impact on focus-area 1?'''  Amount of funding raised.
*'''How will you measure and evaluate your impact on focus-area 2?'''Number of participants at the events.
*'''How will you measure and evaluate your impact on focus-area 3?''' Website traffic (eventually, as the site garnishes attention).  Also, average number of new posts per month and average number of updates per month.
*'''How will you measure and evaluate your impact on focus-area 4?''' Participation in discussions.  Canadian affiliate team reviews all drafts.


==Resources Required==
===People===
''What human resources or expertise must the team seek out or add to your existing resources, if any, in order to achieve your priority goals?  How will you involve these people? ''

The team will commence work on Creative Commons Canada with the team members described in the "Affiliate Team Information" section.  Next, we will establish a broad advisory board representing different sectors and regions of Canada.  Through this advisory board and other outreach efforts, we also work on developing an even broader base of volunteers and supporters.

BCcampus, CIPPIC and Athabasca University will put in the initial person resources to achieve the two described salons and build an initial website (Kent Mewhort has funding from Geoconnections to, in part, help organize these salons and build such a website). As previously noted, further funding will be pursued for long-term sustainability of the affiliate..

In addition, we will engage student volunteers.  For example, CIPPIC has several for-credit interns during the university school year, full-time interns during the summer, as well as dozens of first-year law student volunteers.  Those interested in Creative Commons will be able to help out with various tasks and activities.

===Technology===
''What technology resources must the team seek out or add to your existing resources, if any, in order to achieve your priority goals?   How will you obtain these technology resources? ''

Kent Mewhort and the BCcampus team will collaborate on the web presence for Creative Commons Canada (Kent has web development experience -- more focused on back-end programming -- and BCcampus can help with the look & feel).

===Materials===
''What material resources must the team seek out or add to your existing resources, if any, in order to achieve your priority goals? How will you obtain these material resources? ''

The key resource necessary is funding for work on the project -- see Project Outputs, ''supra''.

===Other===
''What other resources must the team seek out or add to all the other resources, if any, in order to achieve your priority goals? How will you obtain these other resources? ''

In addition to funded resources, volunteers are necessary over the long-term to involve and connect with the many different stakeholder communities across Canada.

==Sustainability and Scalability==
''How will you ensure your goals will be completed if unforeseen circumstances interrupt the project, such as changes in the leadership of the project or outputs taking longer to complete than anticipated?''

The multi-stakeholder model that we propose will mitigate the risk of any one organization or person having to cease work on the project. 

==Communication==
''How will you communicate the project's on-going progress and setbacks within the jurisdiction and the CC Affiliate Network? (e.g. email list updates, meetings, press releases)''

We will communicate through the website, RSS feeds, social media & discussion lists.

==Documentation==
''How will you document the project so that others may replicate or learn from your efforts?''

Presently, our Google Site provides a platform to collaborate on initial planning.  In the future, a Creative Commons Canada website will announce the project's achievements.

==Collaboration==
''Please have a look at other roadmaps.  How could the jurisdiction's plans help drive or support other jurisdictions' activities?  What are other jurisdictions doing that might support or contribute to the project?  Would you be interested in mentoring new jurisdiction teams?  Conversely, would you be interested in having a mentor from a more experienced jurisdiction team?''

There is a lot of potential for the CC Canada Affiliate to work with and adopt practices and resources developed by other affiliates. The way the [http://www.creativecommons.org.uk/ UK affiliate]showcases social media with a Twitter stream on their web site or the way the [http://www.creativecommons.org.nz/ New Zealand affiliate] has developed a community of practice are all great ideas and examples we can emulate here in Canada. The [http://creativecommons.org.au/content/attributingccmaterials.pdf Attributing CC Materials guide], which the Australian affiliate has produced, is a great example of a resource that can be easily localized to be a valuable resource for Canadians too. The larger CC Canada event, which could promote the Creative Commons 10th Anniversary, is an example of something we'd ideally do in coordination with other affiliates.

==Regional==
''Suggest three possible projects on which you can collaborate with other teams on a regional level. If you are not yet involved with the regional network, please contact the regional spokesperson (if any)or notify CC HQ to put you in touch with others.  How do you plan to contribute to these projects?''

There is no regional network for North America.  Once Creative Commons Canada is off-the-ground and operating, we should commence a discussion with CC HQ about changing this situation.

==Translation==
''In what language(s) will you promote CC in the jurisdiction and why? In which of these languages are licenses already available? CC0?  Into which of the remaining languages do you intend to translate the licenses? CC0? How will you involve the local language(s) community?''

Given the bilingual nature of Canada, the CC Canada Affiliate should seek to be bilingual. This is an area of expertise for which we need to pursue further resources, given that the abilities of BCcampus, CIPPIC and Athabasca University to write and communicate in French are limited. CIPPIC's bilingual administrative assistant should be able to translate event announcements and other short pieces; however, CIPPIC does not have the resources for him/her to translate more substantive materials.  Kent Mewhort can review french licenses and legal materials (but not write them).