Supporting Documentation
Think of your supporting documentation as a professional scrapbook. Your supporting documentation substantiates the open educational practices (OEP) impact and contributions in your curriculum vitae (CV) and candidate statements. With cover sheets contextualizing and interpreting your evidence, the supporting documentation consists of qualitative and quantitative evidence. As you will recall from our dossier discussion, such artifacts can range from OER usage reports to letters and certificates. The supporting documentation provides you more time and space to really “sell” your OEP contributions to members of the reappointment, promotion, and tenure (RPT) committees.
Below we provide samples of cover sheets and some templates for supporting documentation. The cover sheet examples are from successful dossiers from teaching and non-teaching faculty members. These samples provide strong examples of successful self-advocacy for securing RTP. Some samples are anonymized to protect the privacy of those who generously and vulnerably shared their files with us.
Identifiable examples are excerpted from the dossier of Josh Bolick [Website], head of the University of Kansas’s Shulenburger Office of Scholarly Communication and Copyright. As a leader in open education, Josh has advocated for the inclusion of open education and open access in institutional policies and the RTP process [Website]. In his promotions from assistant to associate to full librarian, Josh has successfully advocated for his OEP work, including including the co-creation of Scholarly Communication Librarianship & Open Knowledge and The Scholarly Communication Notebook [Website], an OER for library and information science programs. Josh’s file really exemplifies how to quantify and qualify OEP in RTP.
Read through the following cover sheet examples to gain a sense of how you can self-advocate in the RTP process. See our templates for ways to support your OER collaborators or to solicit recognition for yourself. As always, consult with your mentors and guidelines.
Cover Sheets
Research
Select the arrow to read an example cover sheet for advocating for OER authorship as research.
Research Cover Sheet Example
Research Cover Sheet Example for OER Authorship
Citation
[AUTHOR] ([YYYY]). [OER CHAPTER TITLE]. In [OPEN TEXTBOOK EDITORS] (Eds.), [OPEN TEXTBOOK TITLE] (pp. [###-###]). [PUBLISHER]. [URL] [Invited]
Description
My open textbook chapter, “[OER CHAPTER TITLE],” teaches students to critically evaluate [DATABASE/TOOL] search results and to reflect on their information seeking behaviors and search strategies. This intervention-oriented scholarship advances my research agenda to understand the impact of [DATABASE/TOOL] on information seeking behaviors and my commitment to support [NAME OF OER INITITATIVE/PROGRAM]. The open textbook, [OPEN TEXTBOOK TITLE], developed out of [DESCRIPTION OF THE COLLABORATIVE PROGRAM.) During [DATE], I was part of a [NAME OF TEAM] team working with [PROFESSOR/COLLABORATORS] on their open textbook project, to outline chapters and requirements for an open textbook that integrated information literacy skills as a core to the curriculum.
In authoring and co-authoring these chapters in [OPEN TEXTBOOK TITLE], I conducted extensive desk research using scholarly and trade publications to synthesize, address, and creatively present important issues and interventions related to information literacy, the impacts of search strategies, and the ethical use of data, all of which are central to the field of librarianship. The stylistic conventions of [OPEN TEXTBOOK TITLE] meant that my chapter followed citation expectations appropriate to audience and genre, but my chapters nevertheless entailed research and creativity to generate an original work guiding readers in the critical use of [DATABASE/TOOL] sources. My expertise is acknowledged in the introduction to [OPEN TEXTBOOK TITLE], which states “[QUOTES FROM BOOKS ABOUT MY CONTRIBUTION AND RECONGNITION OF MY EXPERTISE].” The information literacy focus of these chapters is in keeping with my program of research, especially as it intersects with student learning, as seen in my articles “[TITLES OF ARTICLE]” and “[TITLES OF ARTICLE].”
Sharing this work as an “open access” publication reflects [INTITUTION’S] strategic commitment to developing and advances [INSTITITION’S] initiatives to promote OERs as emerging publication formats accessible to all students. Therefore, while an important audience for the Open Educational Resources (OER) textbook [OPEN TEXTBOOK TITLE] was [INSTITUTION DEPARTMENT] students, it was always intended to reach audiences beyond [INSTITITION]. This included meeting requirements for inclusion in the Open Textbook Library [Website] and anticipating public reviews. Accordingly, the co-editors of [OPEN TEXTBOOK TITLE] initiated a review process completed by two external [DISCIPLINE] professors and subjected it to factchecking, which is included in the supporting materials. Since the book’s acceptance into the Open Textbook Library (OTN), it has received an additional five positive (five star) reviews by instructors at other institutions, suggesting its impact beyond [INSTITITION]([OTN URL FOR OPEN TEXTBOOK]). The first edition of the [OER CHAPTER TITLE] chapter, published with a Creative Commons Attribution-Noncommercial 4.0 International License, enables sustainability through open pedagogy and allows others to adapt the text for other courses. This open educational resource (OER) is also accessible from a variety of repositories that include [NAME OF INSTITUTIONAL REPOSITORY] and [INSTUTITION’S] Pressbook platform.
Impact
Beginning with [SEMESTER], [OPEN TEXTBOOK TITLE] is the required text for over [NUMBER OF STUDENTS] students annually enrolled in [COURSE NUMBER]: [COURSE TITLE], the research methods course required for all majors and minors in the [SCHOOL/COLLEAGE/DEPARTMENT]. The “[OER CHAPTER TITLE]” chapter was also required text for students in [COURSE NUMBER]: [COURSE TITLE] ([NUMBER OF STUDENTS] students enrolled for [YYYY-YY] academic year). Because the creative commons license permits others to copy and redistribute, it is challenging to assess the full extent of its adoption and adaption; however, some statistical measures are available. [OPEN TEXTBOOK TITLE] was deposited to [NAME OF INSTITUTIONAL REPOSITORY] in [YYYY] and on that platform alone, as of [MM/DD/YY], had a total of [####] views ([####] from within the United States and [####] from other countries, of which only [###] were from [LOCATION OF INSTITITION). The open textbook has been available on [INSTITITION’S]Pressbooks site since [MM/YYYY] and as of [MM/DD/YY], the “[OER CHAPTER TITLE]” chapter had a total of [###] visitors and [###] pageviews. [OPEN TEXTBOOK TITLE] is discoverable in the Open Textbook Library ([URL]), which is maintained by the Open Education Network, a national consortium of [####]+ higher education campuses, and the University of Minnesota, Center for Open Education. Since the book’s acceptance into the Open Textbook Library, it has received an additional five positive (five star) reviews by instructors at other institutions, suggesting its impact beyond [MY INSTITITION]. One reviewer noted, “[QUOTE ABOUT THE BOOKS].” Since it’s public launch in [MM/YYYY] [OPEN TEXTBOOK TITLE] has been adopted by instructors at [INSTITITION], [INSTITITION], and [INSTITITION].
File includes: Published chapter; Report from external reviewer; Screen shots of access and usages statistics reports.
Why it Worked
The research cover letter for original OER authorship benefited the candidate’s RTP dossier because it:
- Tied the content of OER to research agenda
- Detailed the substantial research and synthesizing processes required to author original OER content
- Demonstrated the impact by:
- Naming courses and number of students who used the OER
- Demonstrating an international use; citing usage statistics from the Pressbooks platform indicating wide use inside and outside of the United States.
- Leveraged the deposition of the OER in Open Textbook Library to show:
- National visibility
- Positive peer review (quantitative review score and qualitative feedback)
- Provided adoption information to convey its relevancy as a useful pedagogical tool.
Professional Performance
Non-teaching faculty may be evaluated on professional performance instead of teaching. OEP, such as leading an OER mini-grant program, may be part of their professional responsibilities. Such work may also be considered service if you do have teaching responsibilities. Select the arrow to read an example of a professional performance cover letter.
Professional Performance Cover Sheet Example
Professional Performance Cover Sheet Example
Optional Materials
Professional Performance
Open Education
Open Education Grants
Description
A key component of the Libraries’ OER Initiative is the OER Grant Program, which I lead with significant support from members of the OER Working Group. Modeled on similar initiatives at Kansas State University, Temple University, and UMASS Amherst, this program was established in late 2016 with an initial investment of $50K, funded via the Libraries’ Parent’s Campaign. In Spring 2017, the Office of the Provost matched this investment for a total fund of $100K. At a rate of approximately five projects per year, these grants of $1000 to $5000 support the adoption, adaptation, and creation of OER for KU instruction. Grantees use the funds as salary, to hire graduate or undergraduate assistants, for platform licenses, and to cover expenses of copyediting and design. An outstanding example project is Dr. Meggie Mapes’ (Communication Studies) Speak Up Call In: Public Speaking as Advocacy [Website], which last year, saved KU students enrolled in COMS 130 Audience Speaker Communication approximately $250K (estimated). Grants to the Kansas Algebra Program also save students an estimated $250K (a 1:196 dollars invested to saved return on investment) per academic year. At present, this initiative has funded 26 projects, investing ~$90K, impacting an estimated 10,000 (de-duplicated) KU students per academic year, saving them over $1M. While the support from colleagues in the OER Working Group is essential to the maintenance and success of this program (reviewing and approving proposals, serving as liaisons to projects, etc.), my role is central as the point person and ultimate decision maker and problem solver for the OER Grant Program.
Contents
- A screen capture of the OER Grant Program website, with notes.
- An OER Grant Memorandum of Agreement (MOA), which outlines the formal commitments of both the grantee and the Libraries’ regarding funded projects.
- An infographic developed for the Fall 2019 Libraries’ Board of Advocates meeting, where I presented about the OER. Grant program; content of this infographic was provided by myself, with design by the Office of Communication & Advancement.
Why it Worked
The professional performance cover letter for original OER authorship benefited the candidate’s RTP dossier because it:
- Explains the purpose and function of OER Grant Program
- Identifies and contextualizes leadership role of team
- Clearly communicates financial benefit of the program in terms of return on investment and cost savings for students
- Provides examples of successful OER projects
- Includes documentation that:
- Annotates tangible output (website screen capture) to interpret evidence for the reviewer.
- Evidences administration of and advocacy for grant program.
- Demonstrates financial impact of program cost-savings.
Service
Select the arrow for example cover sheets for national, state, and university service.
Service Cover Sheet Example
National Service Example
Description
In Fall 2019 I volunteered to serve as a peer reviewer for Marking Open and Affordable Courses: Best Practices and Case Studies, an open book project edited and authored by many of my most esteemed (non-KU) colleagues. The published book is available at the OER’s Pressbooks site [Website].
I volunteered for this service for two reasons: (1) because the work is incredibly important as these efforts expand across the U.S and Canada (having been legislated in seven states and implemented as policy at a growing number of institutions, including KSU in Kansas) and I want to see it published and for it to be the best work possible, and (2) because a similar project had recently been requested by KU Student Government leaders and I was asked to serve as project sponsor, which I accepted. Getting early access to the book meant that I could benefit from it as the KU team developed such an effort. While most reviewers focused on a single chapter, I was one of a few asked to review the entire work.
Contents
• Letter of thanks from the lead editorial team
Why it Worked
The national service cover letter for original OER authorship benefited the candidate’s RTP dossier because it:
- Identifies role and distinguishes higher work load of reviewing the entire OER (rather than a chapter)
- Validates service work by explaining potential impact of OER at the international, national, and local levels
- Includes documentation that verifies OER peer review service
State Service Example
Description
In Spring 2024, I was invited to give a presentation about open educational resources (OER) and libraries at the 2024 Kansas Library Association Conference in a special session hosted by the Emporia State University Chapter of Beta Phi Mu, the international honor society for library and information studies. The conference was held at the end of October and early November in Wichita, KS. Because the audience included librarians without any knowledge or experience with open education, I provided an introduction to OER for librarians. The included email from the organizer suggests that I met expectations. An attendee subsequently invited me to give a similar (virtual) presentation with faculty and library school students at Central Missouri State University later this fall. I have accepted.
Contents
- Slides
- Email thank you from organizer
Why It Worked
The state service cover letter for original OER authorship benefited the candidate’s RTP dossier because it:
- Clearly identifies role (invited speaker)
- Identifies scope of service to state-level professional organization
- Indicates impact with invitation to speak out-of-state
- Includes documentation that:
- Evidences content of talk with the inclusion of the slides
- Verifies and qualifies performance with thank you from organizer
University Service Example
Description
The Textbook Working Group (TWG) formed from the Provost’s Office in 2015 including members of the Bookstore and Libraries in an effort to better understand campus initiatives addressing textbook costs. Based largely on the growth of the Libraries OER Initiative, an expanded group reconvened in early 2017. In a March 2017 Provost Office newsletter, the thenProvost announced that she would be formally charging this group, heretofore an informal group, with pursuing strategies that reduce textbook costs for students (Provost’s announcement [Website]). That charge was issued in August 2017, with meetings starting in the late Fall. The present group is further expanded to 15 members including representatives from the teaching faculty, Libraries, Bookstore, Provost Office, IT, Center for Online and Distance Learning, Student Senate, and other staff. I drafted the charge, which the Provost adopted nearly verbatim. I was appointed Chair with universal support by the group based on my OER leadership at KU and networks within the OER movement externally. In that role I schedule and run meetings, set agendas, maintain membership and documentation, and work with the committee to execute the charge.
Contents
- Working Group charge and present membership roster
- One page Progress Report provided to the Provost in Summer 2018
- White paper, “Administrative Support for Open Education and Textbook Affordability,” which I initially drafted for the committees’ review. I also shared the report with members of the Open Education Network for feedback. The finalized report, as attached here, was provided to the Interim Provost in Summer 2019 and formed the basis of a conversation about how administration can best provide support.
Why It Worked
The university service cover letter for original OER authorship benefited the candidate’s RTP dossier because it:
- Identified and defined leadership role and duties.
- Defines scope of service to the university level.
- Ties the formation and ties of the working group to the provost and their initiatives.
- Demonstrates broad campus impact and involvement by identifying membership of several campus units.
- Includes documentation that:
- Substantiates role and productivity in working group
- Contextualizes university-level service within national standards set by Open Education Network
- Documents working group affiliation with provost’s initiatives and input into shaping institutional goals.
Templates
Authoring an OER is not a solo hike. Creators often rely upon a team of peer reviewers, instructional designers, librarians, and more to summit publishing a quality, peer-reviewed OER. It is important that OER authors or directors of OER programs who oversee the publication process document such contributions for promotion, tenure, and annual reviews. If you do not receive such documentation of your OEP, feel empowered to request such documentation from the author, editor, or OER program coordinator. In this section we provide adoptable templates that can be customized to express particular contributions and express the impact of the OEP.
Research
Once you create an OER, you realize the immense amount of effort that goes into the research, writing, editing, and publishing. Especially if an OER is peer reviewed, we believe creating OER should count as a research publication. While you must operate within the boundaries of your RPT guidelines, below are some templates to substantiate OER as research.
Select the arrow below for guidance and examples of documenting your OER peer review and publishing processes.
Peer Review and Publishing Templates
Proof of Peer Review and Publishing Process
- OER for Social Justice Review Packets [Website]
- Building on the widely used Open Textbook Library (OTL) [Website] peer review rubric, this substantial review packet also contains instructions and rubrics for
- instructional design and accessibility
- copyright, open licensing and attribution
- social-justice aligned content
- style guides for copyediting
- The packet can be utilized during the OER publishing process and submitted as documentation of a rigorous review process.
- Building on the widely used Open Textbook Library (OTL) [Website] peer review rubric, this substantial review packet also contains instructions and rubrics for
OER Creation Recognition Letter Template
To whom it may concern,
We are writing to formally recognize [AUTHOR NAME] for a substantial contribution as an author of an open educational resource (OER) developed through the [OER INITIATIVE]. The [OER INITIATIVE] is [DESCRIBE PURPOSE AND GOALS OF OER INITIATIVE].Each [AUTHOR/TEAM] received $[AMOUNT] to research, author, and develop an OER in their field.
Over a [TIME] period, [AUTHOR NAME] authored and developed [OER TITLE], an interactive, openly licensed digital textbook designed to support student learning while reducing cost barriers to course materials. Open educational resources are teaching and learning materials that are free of cost and access restrictions and are licensed to allow adaptation and reuse. The [OER INITIATIVE] initiative supports faculty in creating and adapting OER that integrate inclusive, equitable, and accessible pedagogical practices.
Throughout the project, [AUTHOR NAME] engaged in a sustained and rigorous development process that included course and learning outcome mapping, content authoring and adaptation, collaboration with instructional designers and librarians, the integration of interactive learning elements, accessibility review and remediation, peer review, and iterative revision. This work required significant disciplinary expertise, knowledge of copyright and open licensing, pedagogical intentionality, and technical skill, and reflects a high level of scholarly and instructional engagement.
[CUSTOMIZED FEEDBACK]
The resulting interactive digital textbook has had meaningful impact. By replacing or supplementing traditional commercial textbooks, the OER has reduced or eliminated textbook costs for students, increased day-one access to course materials, and provided an accessible and engaging learning resource designed to support a wide range of learner needs. Because the resource is openly licensed, it also contributes to a growing body of openly available learning materials that may be adopted or adapted by educators beyond the author’s home institution.
As principal investigator and co-principal investigator of the [OER INITIATIVE], we can confidently affirm that [AUTHOR NAME]’s contribution represents a significant investment of time and expertise and constitutes a substantial scholarly and pedagogical achievement. This work exemplifies innovative, student-centered teaching that advances access, affordability, accessibility, and instructional quality through open education. The OER met the standards of our structured review process that included peer review and expert evaluation for disciplinary accuracy, copyright and licensing, instructional design quality, accessibility, and alignment with inclusive teaching practices.
We are pleased to offer this letter in recognition of [AUTHOR NAME]’s contributions and impact on students, faculty, and the wider educational community.
Teaching
Implementing your OER into your classroom is a substantial summit. You likely created new lecture slides, open pedagogy assignments, and assessments while also integrating your OER into your course website. Preserving your teaching artifacts in your dossier proves that you climbed a mountain to improve your students’ educational experiences.
Select the arrow for suggestions of how to provide evidence of your teaching practices with our adaptable templates.
Adaptable Teaching Templates
- Slide deck template
- Creating supplemental OER materials can be a heavy lift. Lighten your load and document your teaching efforts with our OER-themed slide deck.
- Textbook Stickers and Bookmarks
- Textbook stickers and bookmarks customized with your OER’s QR code are fun ways to make certain your students can access their OER. Students can slap the sticker on their water bottle so they can scan and never miss a reading. You will have colorful evidence that you thoughtfully integrated access to your OER into student’s everyday lives.
- Zoom Backgrounds
- If teaching online, add your open textbook’s QR code to your Zoom background. You can then submit the Zoom background as evidence that you strove to ensure your students had ready access to their textbook from the first day of class.
Service
Giving back and serving others is a key component of open education’s caring community [Website]. Make certain service recognized by using our adaptable templates for serving as a general OER advocate or more specifically as an OER peer reviewer or member of or advisor to an OER program.
Select the arrow to access our advocacy templates.
Advocacy Templates
OER Advocacy
Being an advocate for OER can include one-on-one conversations, emails, posting flyers and social media shout-outs, or leading presentations. Media mentions in all forms matter, so count your meetings and save those flyers, slide decks and more for your dossier.
- Email Template
- Our email templates will help you compose those notes to a colleague or a disciplinary listserv. Remember to record your audience, purposes, and response rate. Bonus if you use a program that tracks read rates as well.
- Letter Templates
- Our letter templates for service as an OER advisory group member, OER program liaison, or peer reviewer allow your colleagues to express their appreciation for your advocacy.
- Tabletop Displays and Flyers
- Hanging a flyer on your door or a highly visible bulletin board raises awareness of OER and demonstrates your willingness to walk the extra mile in your service.
- Slide Deck Template
- Save time by starting with our OER-themed slide deck when promoting OER to your peers, students, and administrators.
- So much more…
- Whether you hand out bookmarks and stickers to your students or give a national interview, there are so many ways you advocate for OER. Flip through our toolkit to find tools to aid in your advocacy and demonstrate your service efforts in your dossier.
Service Letter Template for an OER Advisory Group
We are writing to formally recognize and thank you for your service as a member of the [OER INITIATIVE] advisory group. You played an important role in supporting the goals, direction, and outcomes of this [DESCRIPTIVE BACKGROUND AND FUNDING SOURCE FOR OER INITIATIVE]. [OER INITIATIVE] brought together faculty, librarians, and staff DESCRIBE [INSTITUTIONAL CONTEXT]. The advisory group was intentionally composed of leaders from across [INSTITUTIONAL SETTING(S)] to ensure thoughtful oversight, broad perspective, and long-term relevance.
As a member of the advisory group, you provided strategic guidance to help ensure that the project remained aligned with its stated goals and objectives. You offered advice to project leadership with insight that strengthened decision-making as questions and challenges emerged throughout the grant period. You also played a key role in considering the sustainability and applicability of the project’s activities and outputs beyond the grant lifecycle.
Your service supported the successful development of openly licensed, accessible, and interactive digital textbooks that integrate inclusive and socially just content into high-enrollment courses. The impact of this work extends beyond the participating institutions, contributing to broader access, equity, and open education in higher education.
We are grateful for the time, expertise, and care you brought to this work. We are pleased to offer this letter in recognition of your service and contributions.
Service Letter Template for an OER Program
We are writing to express our sincere gratitude for your contributions as [OER INITIATIVE] [ROLE] over the course of [SERVICE TIME PERIOD]. Your work was central to the success of the project, and we are deeply appreciative of the expertise, care, and sustained commitment you brought to this collaboration.
As a [ROLE], you served as a primary point of contact for [NUMBER] faculty teams at [Institution Name], supporting their work from project launch through publication. Your role encompassed coordination across departments, guidance on open educational resources, and consistent support of project timelines and deliverables. Faculty creators benefited greatly from your responsiveness, clarity, and steady presence throughout the grant period.
Your contributions extended well beyond coordination. You conducted detailed reviews of OER to ensure that copyrighted content was used appropriately, openly licensed materials were correctly attributed, and social justice content was thoughtfully integrated. You also played a key role in reviewing accessibility and inclusion considerations, helping ensure that the resulting digital textbooks were not only open, but also responsible, usable, and aligned with the values of the [OER INITIATIVE].
In addition, you supported faculty through workshops, feedback, and guidance across multiple phases of the project, and contributed to assessment efforts by helping administer student surveys. This work provided critical insight into the impact of the OER on student learning and access, and strengthened the overall quality and accountability of the initiative.
As [OER PROGRAM DIRECTOR] of the [OER INITIATIVE], we want to recognize that the success of this project depended in significant ways on the leadership and collaborative labor of [PROFESSION / ROLE] like you. Your work exemplifies the essential role [PROFESSION / ROLE] plays in advancing open, equitable, and accessible education.
Thank you for your partnership, professionalism, and generosity throughout this project. We are grateful for the opportunity to have worked with you and for the lasting contributions you made to [OER INITIATIVE].
Service Letter Template for Providing Peer Review
Thank you for serving as a peer reviewer for the [OER INITIATIVE]. We are deeply grateful for the time, expertise, and care you brought to the review of [OER TITLE].
Your feedback played an important role in strengthening the quality, clarity, and rigor of this open educational resource. As part of an initiative supporting the creation and adaptation of OER [INITIATIVE GOALS], the [OER INITIATIVE] relies on thoughtful peer review to ensure that materials are pedagogically sound, discipline-appropriate, and responsive to diverse student populations. Your insights helped faculty authors refine their work in ways that will directly support student learning while advancing broader goals of access, affordability, and equity.
Thank you again for your generosity and professionalism in contributing to this project. We are grateful for your partnership in advancing open education.
Awards and Professional Development
Remember, there is no award too small nor skill too minuscule to substantiate your OEP awards and professional development for RPT committee members.
Select the arrow to access our templates for certificates, social media posts, and OER program testimonials.
Awards and Professional Development Templates
- Certificate templates
- Certificates aren’t just for your wall. Scan and add certificates to your RPT file to substantiate your successes and learned skills.
- Social Media Templates
- Awards and credentialing programs often come with a social media post. Whether a tag on Instagram, a snippet in the campus newsletter, or an article in a national news source, catalogue these mentions to demonstrate that you have a recognizable presence.
- Testimonial for OER Program
- Being interviewed to support an OER program can be seen as service, but it often is part of award recognition and always an honor. Provide the link to your testimonial and couple it with the invitation to participate or the award letter and certificate to help reviewers understand why you are an OER star.