nathan d.m. robertson [email protected] using erm systems and standards to communicate...
TRANSCRIPT
Nathan D.M. [email protected]
Using ERM Systems and Standards to Communicate Rights and
Permissions
“The Changing Standards Landscape:Creative Solutions to Your Information Problems”
NISO/BISG ForumWashington, DC
22 June 2007
License Management—The New Way
ERMSystem
!!?!?Oh, good!
I can use this for ILL!
I’m not supposed to e-mail it to my
friends? (whatever, I’ll do it anyway...)
License Interpretation
Can the library use the resource to fulfill Interlibrary
Loan requests?
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . .
5.2.4. Interlibrary Loan. Institution may not use Electronic Titles for purpose of interlibrary loans. 5.2.4. More Blah. blah blah blah.
LICENSE AGREEMENT
….
4. PROHIBITED USES.
Licensee may not:a) blah blah…
b) sell, supply or otherwise distribute data retrieved from the Licensed Resource to third parties;c) blah blah blah…..
LICENSE AGREEMENT
1. License:
i) blah blah…
ii) …you will not re-distribute the materials retrieved from the products to other libraries or third parties… blah blah blah…..
v) Notwithstanding the above restrictions, this license shall not restrict your rights to use of the materials under the copyright law of the United States and the doctrine of “fair use.”
LICENSE AGREEMENT
1) blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah …
2) blah blah blah blah blah blah blah blah blah blah blah blah blah blah…
!!?!
?
ERMI Terms of Use Fields Authorized User Definition Local Authorized User Definition
Indicator Fair Use Clause Indicator All Rights Reserved Indicator Database Protection Override
Clause Indicator Citation Requirement Detail Digitally Copy* Print Copy* Scholarly Sharing* Distance Education* Interlibrary Loan Print or Fax* Interlibrary Loan Secure
Electronic Transmission* Interlibrary Loan Electronic*
Course Reserve Print* Course Reserve Electronic/
Cached Copy* Electronic Link* Course Pack Print* Course Pack Electronic*
Remote Access* Concurrent Users Pooled Concurrent Users Other User Restriction Note Other Use Restriction Note
ERMI Permission Encodings
Permitted (explicit) Prohibited (explicit) Permitted (interpreted) Prohibited (interpreted) Silent (no interpretation) Not applicable
Making the encoding process easier…
Decide which terms are relevant to your institution and needs.
Decide whether you care about “explicit” vs. “interpreted.” Suggestion: If not, use “interpreted” for all encodings.
Make a License Interpretation Guidelines document for your institution. Review with consortial partners. Get approval of guidelines from university legal
counsel.
Sample License Interpretation GuideField Name DLF ERMI Definition USMAI Best Practice Notes
ILL print or fax
The right to provide the licensed materials via interlibrary loan by way of print copies or facsimile transmission
If the license is silent on ILL but includes an explicit "fair use" statement, encode all ILL permissions as “permitted (interpreted)” even if there is a specific statement forbidding sharing with third parties.
If the license is silent on ILL and there is no “fair use" statement, encode all ILL permissions as “permitted (interpreted)” unless there is a specific statement forbidding sharing with third parties.
If the license is silent on ILL, contains no “fair use” statement, and explicitly prohibits sharing with third parties, encode as “prohibited (interpreted).”
If electronic ILL is explicitly permitted but “secure electronic” is not mentioned, encode “ILL Secure Electronic” as “permitted (explicit)”
ILL secure electronic transmission
The right to provide the license materials via interlibrary loan by way of secure electronic transmission
ILL electronic
The right to provide the licensed materials via interlibrary loan by way of electronic copies
… … …
Electronic link
The right to link to the licensed material
Explicit language addressing linking is now rare in licenses. Usually encoded as “permitted (interpreted)”.
http://usmai.umd.edu/ERM/License_Interpretation_Best_Practices2.doc
Future Developments License Expression Standard
“ONIX for Publications License” XML standard for communicating license information http://www.editeur.org
Shared E-Resources Understanding (SERU) NISO Initiative. Shared understanding of terms of an e-resource deal. therefore… NO LICENSE! http://www.niso.org/committees/SERU/
Shared E-Resource Understanding
Scope of authorized user group.
The vendor can suspend service if it detects large-scale systematic downloading, but will restore service after the problem is resolved.
Libraries can ILL.
Etc.
Conclusions Clearly communicating license permissions and
prohibitions to staff and users is hard. There are tools and techniques available today
to make it easier. The future will bring additional standards and
tools to reduce some of the difficulties.
Nathan D.M. [email protected]
Questions and Comments…
http://usmai.umd.edu/ERM/License_Interpretation_Best_Practices2.doc
http://www.editeur.org
http://www.niso.org/committees/SERU/