1 Workflow and Responsibilities

A flow chart of the OER Creation Process: Plan, create and adapt, review and edit, revise, and then submit.

When creating or adapting a new OER, you will go through five general phases:

  1. Make a plan.
  2. Create and adapt content.
  3. Have the work reviewed and edited.
  4. Make any necessary revisions.
  5. Publish and share widely.

This section provides an overview of each of those phases, the specific things you as the author/project lead are responsible for, and the resources available to help you.


Find collaborators

Identify people who can contribute to the project (including students, staff, and/or subject matter experts) as co-authors, reviewers, editors, instructional designers, etc.

See “Contributing Authors” in the Self-Publishing Guide and “Building a Team” in the Rebus Guide to Publishing Open Textbooks (So Far).

Connect with experts

Connect with the people at your institution who have experience on things like open education, copyright, and instructional design who may be able to help.

Plan your resource

Identify what content you have and what you will need. This can include text, images, videos, etc.

Create or Adapt

Set up your Pressbook

If applicable, set the resource up in Pressbooks. Determine the resource’s structure, elements, and general style guidelines.

  • What is the structure of the resource? What is the structure of each chapter? What are consistent elements that will be included throughout the book? For example, glossary terms, videos, learning objectives, exercises questions.
  • See the section on Pressbooks in this resource and “Plan Your Book” in the Self-Publishing Guide.
  • For recommended style guidelines, see the “Appearance and Design” section in the BCcampus Publishing Style Guide. These are the guidelines the production team will follow.

Find/create open content

Find and/or create content that is open (i.e., learning objectives, text, images, video/audio, glossary terms, H5P activities, exercises).

See the sections on Licences and Permissions and Find Open Resources in this resource.

Ensure diversity and inclusion

Ensure all content reflects the human diversity of our world in a way that is inclusive and respectful.

See the section on Diverse and Inclusive Representation in OER in this resource.

Track source information

Track licence and source info for all non-original content. This will be used to provide attribution statements for reused and adapted work.

See the section on Citation and Attribution in this resource.

Select/create media

Select/create video, audio, and images that are accessible.

Review, Edit, Revise

Edit your own work

Edit your own work for errors and inconsistencies. Ensure language is clear.

Set up peer review

Bring in people to give feedback on the work.

Incorporate feedback

Incorporate revisions and edits identified by reviewers and editors.

Have work copyedited

Have the resource copy edited and proofread by someone who is not the author. There should be no changes to the content after this point.

See How to Copy Edit, How to Proofread, and Guidelines for Copy Editors in the Self-Publishing Guide.

Final Steps

Set up book cover and metadata

Select an official title for the resource, have a cover created, and write a short description of the resource. Ensure all metadata for the book is filled out, including the licence, authors, contributors, publish date.

Share publicly

Share your book with the world!

Media Attributions


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Getting Started: OER Publishing at BCcampus Copyright © 2021 by BCcampus OER Production Team is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.

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