1 transparent licenses: making user rights clear amaz taufique, assistant director, systems and...

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Transparent Licenses: Making user rights clear

Amaz Taufique, Assistant Director, Systems and Technical Operations, Scholars Portal, OCUL

Christina Zoricic, Metadata Management Librarian, Western University

Jenny Jing, Information Systems Librarian, Queen’s University

Marc Lalonde, Digital Library Coordinator, University of Toronto

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• Shared technology service of the 21 university libraries of the Ontario Council of University Libraries founded in 2003

• Provides content aggregation and preservation services for member libraries

• Journals – 16,461 and 40 M articles• Books – 610,000 ebooks• GeoPortal – GIS Data• ODESI – Numeric Data• Dataverse – Research Data• OUR – Licenses

What is Scholars Portal

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Summer 2011

• Events Surrounding Access Copyright = Major Impact to University Library Systems

• Investigate available options– Available systems (Verde/homegrown) didn’t cut it

• Ideal Solution– Easy to implement/use/share– Multilingual– Cheap/Free

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UBC Mondo License Grinder• Designed to be a back end tool• Was being used at UBC as license cataloging software• Open Source• University of Windsor was using it and linking it into SFX• OCUL started investigating if it could be re-purposed• Lots of Potential and was simple to Develop (LAMP

stack)

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Consultation

• Lawyers– Helped with legalese

• Librarians– display usage rights directly in OpenURL menu– bilingual– share the work of capturing usage rights for

consortial licenses– Make it ours

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CRKN

OCUL

Toronto Queens Western

CREPUQ

McGill ConcordiaUQAM

CAUL

MSVU SMU STFX

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Enhancements• Different YES/NO text• ASK • Activate/Deactivate• APIs• Attach PDF to License• Security: SSL and Logout• OpenURL Integration• Multilingual• Mapping Tool

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Licensing and Copyright at Western University

Christina Zoricic

Acting Head, Metadata Access

Western Libraries, Western University

London, Ontario

December 31st, 2013

Goals of Copyright@Western Education

Information Resources

Services

Licensing Project Plan Mandate:

Provide users with access to information about licensed use for all electronic content at Western Libraries

Timeline: 8 months (May-December 2014)

Licensing Project Plan (… cont’d) Project Goals:

Find and identify all active signed licenses Link to information about licensed content across

all access points (catalogue, discovery layer, external databases)

Embed licensing element into existing workflows Create a manual/procedures for the process

Licensing Project Team Two Librarians Two Library Assistants Support from:

Other library staff Library ITS Customer Service Standing Committee Western’s Copyright Advisor to the Provost

Library Assistant Training Plan Compiled list of resources How to read a license

No interpretation allowed Double blind method

Weekly meetings to discuss questions and issues

Decision Map (first draft!)

Timing is everything!(or look before you leap)

Some project numbers: Started with 1819 ERM records

31 obsolete records deleted

Focused on records with holdings attached: 898 893 records link to licensed use information

(over 360 000 access points!!!) 95 problem records unlinked

Side benefit: Fixed over 100 broken links and access problems!

“It’s a manual process!”

Resource record

Catalogue links to OUR

The problems of (trying) to maintain two knowledge bases Serials Solutions holdings management and

coverage loads into the catalogue

SFX link resolver

Next steps… Mapping OUR records to SFX

Work in progress More committees and working groups

Evaluating link resolvers

Jenny JingQueen’s University Library OLA Super Conference, 2015, Toronto

Adding copyright/license information to different library systems

To OpenURL Link Resolver: 360 Link To OPAC: Voyager 8.2 & Voyager 9 To Discovery System: Summon 1& 2?

Overview – Added License Links

Scholars Portal – OUR Database

DBs in 360 Link & SP OUR

SP OUR DBs

360 Link DBs

DBs matched by names

Title _360 Title_SP License URL in SP OUR

ABI/Inform ABI Inform Global http://base/ABI_Inform

Springer Springer eBooks http://base/Springer_eBooks

ACM Digital Library ACM Digital Library http://base/

ACM_Digital_Library

360 Link– SP DBs- Data Flow

360 Link- ABI/Inform- Springer eB

ProQuest DBs

Matched- ABI Inform- Springer

A Queen’sinternal DB ABI Inform global

+ URL

SP OUR

Springer+ URLQueen’s ERMMaintained DBs

SP OCULMaintained DBs

DB names + URLs

URLs

DB of DBs

• Springer

Queen’s ERMMaintained DBs

DB names

Matched- ABI Inform- Springer

DB names + URLs

URLs

Assign URL using a mapping tool

1)OpenURL Link Resolver – 360Link

360Link: Sample record

May 2013—July 2013

2) OPAC – Voyager WebVoyage

2) OPAC – Voyager 8.2 & 9

3) Discovery System – Summon 1

But using the Publisher Info is not accurate to get the license links for some resources

Summon 1 – List All Resources

Summon 2 –Testing

4) Skills

• Programming• System Admin• Database• Cataloging• Project Management

三人行，必有我师 . There must be a teacher for me among any three companions.

• UBC: Teresa Lee • 360Link: Matthew Reidsma • Summon: Wittawat Meesangnil• Scholars Portal: Amaz Taufique• University of Toronto: Marc Lalonde• Western University: Christina Zoricic

Acknowledgements

• Associate University Librarian: Michael Vandenburg

• Copyright Specialist: Mark Swartz• E-Resources Librarians: Anne Brule & Ellen

Symons• Web Coordinator: Katie Legere• Web Development Technician: Andrew DaCosta• Application Support Technician: Alex Fletcher

Queen’s University:

工欲善其事He who wishes to do his work well

必先利其器must first sharpen his tools

Next …

http://jingjenny.wordpress.com/license-link/ https://gist.github.com/happyrainb https://code.google.com/p/mondo-license-grinder/ Jenny.jing@queensu.ca

Thank you!

Transparent Licenses: Making user rights clear

University of Toronto Libraries

Marc Lalonde Digital Library Coordinator marc.lalonde@utoronto.ca

Serials Solutions

UTLEIR

(local ERM)

UTLDatabases

table

OURDatabase

JSON Summon 360 Link Catalogue

HTML Detail page

License mapper

Instantaneousmirroring

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Managing Mappings Dilemma• How do we manage mappings?

– Excel file/database to map databases->licenses

– Manually/programmatically enter license URLs in various

ERMs, Catalogs, OpenURL Menus, etc.

– Not easy to share

– Still very tedious

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Potential Solution• UofT created mapping tool• SP imported it into OUR• For Serial Solutions, Catalogs, etc.

• Import Active DBs into OUR regularly and create mappings to licenses• Use APIs to query OUR for license information directly from platform

• For SFX– Active targets appear in real-time in OUR– Create Mappings– Automated process pushes out info into SFX note field

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Thank you!

Amaz Taufique – amaz@scholarsportal.info - @amazofficial

Christina Zoricic - czorici@uwo.ca - @Libraried

Jenny Jing - jenny.jing@queensu.ca

Marc Lalonde - marc.lalonde@utoronto.ca