uncork your licenses!
DESCRIPTION
How ONIX-PL Can Help License Data Flow Todd Carpenter, NISO; Selden Durgom Lamoureux, SDLinforms; and Ashley Bass, ProQuest Presented at Charleston Conference 2013TRANSCRIPT
Uncork Your Licenses! How ONIX-PL Can Help License
Data Flow
Todd CarpenterNISO
Selden Durgom LamoureuxSDLinforms
Ashley BassProQuest
November 8, 2013 Charleston Conference 1
What do you get when you cross a license and XML?
Answer: ONIX-PL
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Todd CarpenterExecutive Director
National Information Standards Organization (NISO)
National Information Standards Organization
Non-profit industry association accredited by ANSI Mission of developing and maintaining technical standards related to
information, documentation, discovery and distribution of published materials and media
Represent US interests in information and documentation to the International Organization of Standardization (ISO)
70 Voting Members, 108 LSA members as of 201325% libraries and library organizations35% publishers and publishing organizations40% library systems suppliers and other intermediaries
Staff: 4 professional full-timeVolunteers: 400+ spread out across the world
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Licenses are everywhere now
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Little wonder why we don’t read licenses
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Massive Investment
Libraries andpublishers invest atremendous amountof time and energynegotiating license terms
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Worthwhile investment?
Where do these documents endup after they are signed?
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1997: Early days of licensing
Source: http://www.clir.org/pubs/img/pub79fig3.gif
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DLF ERMI Workflows 2002-06
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Differences between print and electronic workflow
As described in initial ERMI report
Source: http://www.diglib.org/pubs/dlf102/dlfermi0408appb.pdf
E-Resources Management Initiative (ERMI)
Areas for exploration and development recommended in ERMI reports:– Management systems (Now ERMs)– Management of usage data (SUSHI)– Define license terminology (ERMI data dictionary)– Training community on how to encode license– Exchange of terms (LEWG - ONIX-PL)– Cost-per-use calculation data (CORE)
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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
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• Course Reserve Print• Course Reserve Electronic/
Cached Copy• Electronic Link• Course Pack Print• Course Pack Electronic• Remote Access• Concurrent Users• Pooled Concurrent Users
• Other Use Restriction Note
ERMI Permission Encoding• Permitted (explicit)• Prohibited (explicit)• Permitted (interpreted)• Prohibited (interpreted)• Silent (no interpretation)• Not applicable
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License Interpretation
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…
!!?!
?
Can the library use the resource to fulfill Interlibrary
Loan requests?
Slide courtesy of Nathan Robertson, U. Maryland Law Library
Benefits of License Encoding and Expression
• Encoding licenses, storing and sharing them in an electronic format could allow:– Increased awareness of the terms– Easier to share terms with users– Improved compliance with terms– Clarity (if desired) about what is in a license– Better, faster, and easier negotiation based on
clearer understandings (perhaps)
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What is ONIX?ONIX is an acronym for ONline Information eXchange
Suite of XML Schemas for representing publishing industry product information
ONIX - Books; ONIX - Serials; ONIX - RRO; ONIX - PL
Maintained by EDItEUR jointly with Book Industry Communication (UK) & the Book Industry Study Group
User groups in Australia, Canada, France, Germany, Italy, the Netherlands, Norway, Spain and the Republic of Korea
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What is ONIX-PL?
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What is ONIX-PL, really?
• A structure for making the content of a license machine-readable
• An XML format• A tool to make license terms and conditions
more accessible• Extensible so additional terms can be added
to dictionary in the future
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What ONIX-PL is not
• ONIX-PL is not a Rights Expression Language • It is not designed to prevent/enable access to a piece
of digital content• While it can express the content of a license, it is not
a license• A complete ONIX-PL record isn’t required• OPEN to interpretation
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How could one use ONIX-PL?
• Eliminate mapping and manual entry of license terms into an ERM
• Improve user interface for easily accessing terms
• Potential to simplify the process of license negotiation
• Improve storage, sharing, public display• Audit copy preservation
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NISO ONIX-PL Encoding Initiative
• Funded by the generous support of the Andrew W. Mellon Foundation
• Grant begun in February, 2013• 13-month project
– Gather and encode up to 50 licenses– Deposit encodings in public repositories– Provide training on how to use them
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NISO ONIX-PL Encoding Initiative
• Rationale:– If we can seed the community with template
licenses by undertaking the vast majority of the core work, can we jump-start adoption?
Every negotiation starts with a template and then tweaks them from there. – Can’t we start with template encodings and tweak
them?
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ONIX-PL Encoding Initiative: Why?
• ONIX-PL Languishing in a Catch-22 situation– No one to hear from, no one to call to
• Success of the KB+ encodings of the JISC specific licenses for JISC members, but limits
• Availability of open repositories for these data• Agreement by publishers to allow encodings
of templates
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Thank you!
Todd Carpenter, Executive [email protected]
National Information Standards Organization3600 Clipper Mill Road, Suite 302Baltimore, MD 21211 USA+1 (301) 654-2512Fax: +1 (410) 685-5278www.niso.org
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