EDISON D1.2 License(v.04)finaledison-project.eu/.../edison_d1.2_register_of_ipr_licenses.pdf · EDISON_D1.2_Register of IPR licenses Page 1 of 24 EDISON Education for Data Intensive

EDISON_D1.2_RegisterofIPRlicenses Page1of24

EDISONEducation for Data Intensive Science to Open New science

frontiersProjectno.675419CoordinationandSupportAction

FundedbytheHorizon2020FrameworkProgrammeoftheEuropeanUnion

Callidentifier: H2020-ICT-2015-1

Topic: INFRASUPP-4-2015-Newprofessionsandskillsfore-infrastructures

Startdateofproject: 1September2015(24monthsduration)

DeliverableD1.2

RegisterofIPRlicenses

Duedate: 31/08/2016

Submissiondate: 22/08/2016

Deliverableleader: UvA

DisseminationLevel

PU: Public

PP: Restrictedtootherprogrammeparticipants(includingtheCommissionServices)

RE: Restrictedtoagroupspecifiedbytheconsortium(includingtheCommissionServices)

CO: Confidential,onlyformembersoftheconsortium(includingtheCommissionServices)

Ref. Ares(2016)4779617 - 25/08/2016

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ListofContributors

Participant Short Name Contributor

UniversityofAmsterdam UvA WouterLosEngineering-IngegneriaInformaticas.p.a.

ENG AndreaManieri

EGIFoundation EGI SyHolsingerResearchInstituteforTelecommunicationandCooperation

FTK JanaBecker

UniversityofSouthampton SOUTHAMPTON SteveBrewer

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Changehistory

Version Date Partners Description/Comments

0.1 24/07/2016 UvA Initial draft, incorporated information from several separated sources

0.2 02/08/2016 ENG Review of draft text by A. Manieri

0.3 28/07/2016 EGI.eu Review of draft text by S. Holsinger

0.4 22/08/2016 UvA Final text

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ExecutivesummaryThisdocumentpresentstheapproachtolicensingIntellectualPropertyRights(IPR)arrangementsasprovidedbytheEDISONproject,orgrantedtotheprojectbythirdparties.SeveralcategoriesofIPRarrangements are identified, and applicable principles for assigning IPR licenses defined. TheseprinciplesprovideguidancefortheprojectpartnerswhendevelopingIPRlicenses.Threekindsoflicensesarebeingdiscussed.First, the EDISON project Consortium internal licenses as already established in the EDISON

ConsortiumAgreementdescribingtheprojectpartners’ownershipofresultsandaccessrightstoeachone’sbackground(pre-existingIPR).

Second,thelicensesprovidedbyEDISONtothirdpartiesinordertoassistthemwiththedevelopingEDISONframeworkandICTenvironmentforskillingandcertifyingdatascientists.

Third,licensesprovidedbythirdpartiestoEDISONanditspartners.TheselatterincludeuniversitiesprovidinginformationfortheEDISONprojectpartners,contentfromthirdpartiestobesharedthroughEDISONmechanisms,andfunctionalitiesofferedbythirdpartiesforoperatingEDISONservices.

Inthisdocument,thesecondandthirdcategoryofIPRarrangementsareanalysed,specificallywheredefinedlicensesarerequiredtoestablishownershipwithlicenseconditionsandrestrictionsonuse.Attention is for assigning IPRafter theendof the currentproject for the services thatneed tobecontinuedandsustained.

AsforlicensesprovidedbyEDISONtothirdparties,thefollowingaspectsarediscussed.• Acknowledgingcontributedcommunityefforts toEDISON.These includethedevelopmentof

the EDISON Competences Framework, Body of Knowledge, the Model Curriculum, and theestablishmentoftheTrainingMarketplace.

• Licenses to outsource EDISON value-added serviceswith respect to the EDISON CommunityPortal(namedDataSciencePro),andtheCertificationscheme.

AsforlicensesprovidedbythirdpartiestoEDISON,thediscussedissuesarethefollowing.• ExternaluniversitiesprovidinginformationtoassisttheEDISONprojectpartnersintheirwork.• ContentfromthirdpartiestobesharedthroughEDISONservicesforusers• FunctionalitiesofferedbythirdpartiesforoperatingEDISONservices

ThisendsupinadraftRegisterofLicenses.Sincemostoftheselicensesarestillbeingdiscussedanddeveloped,thecurrentdraftRegisterofLicensesislimitedandwillexpandinthesecondhalfoftheproject. Finally, an outlook to sustaining IPR licenses after the project provides an overview ofoptions.ThesewillbereportedinmoredetailintheDeliverable1.3“ReportaboutthemechanismstosustaintheIPRmanagement”(duebytheendoftheprojecton31August2017)..

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TableofContents

ListofContributors.............................................................................................................2

Changehistory...................................................................................................................3

Executivesummary............................................................................................................4

1 Introduction.................................................................................................................6

2 Categoriesoflicensesandassociatedprinciples...........................................................7

3 DevelopmentofIPRarrangements.............................................................................11

4 Current(draft)RegisterofLicenses(August2016)......................................................15

5OutlooktosustainingtheIPRmanagement.................................................................16

AppendixA–ConsortiumAgreement

AppendixB–MemorandumofCooperation

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1 IntroductionThisdeliverablepresentsaninitialoverview(Register)ofIntellectualPropertyRights(IPR)licensesasprovided by the EDISON project, or granted to the project by third parties. IPR management isrecognisedbytheconsortiumtobeveryimportantforthesuccessofEDISON,andaspecifictaskwasforeseen in order to establish the principles for IPRmanagement in the project, for facilities andcontent provided by third parties, and to facilitate IPR arrangements and agreements with andamongthirdparties.The project is developing various reports with information, analysis, and recommended plans fordata science curricula, as well as facilities for sharing educational material and methods ofuniversitiesandappropriateexpertorganisations.Thesereportsandfacilitieswillbecomeavailablein the public domain under an appropriate Creative Common license from EDISON (partners).Information from third parties, as formaterials and educationalmethods of universities that theywanttoshareamongstthem,arenotownedbytheprojectandrequiretargeted IPRmanagementwhen shared through the project facilities (i.e. registries). In more detail, the task includes thefollowingactivities:

• Preparation of a reportwith IPR principles to be applied for both projectmaterials and thirdpartymaterials, and to be approved by the projectmanagement committee. The report alsocoverstheapplicableprocessestoestablishthelicenseschemesandindividualIPRlicenses.

• Information delivery to IPR owners on how the project will run its IPR policy, or assist thirdparties when they want to share materials. Establish IPR licenses and promote legalinteroperability.

• MaintenanceofaregistryoftheIPRlicensesownedbytheprojectorthirdpartylicensestobeenforcedbytheproject.

• Monitoring of the use of licensedmaterials and actwhen required if the principleswould bejeopardised.

Thedeliverableisorganizedasfollows.

Section 2 describes the categories of relevant IPR licenses in the project, and the principles to beappliedineachofthesecategories.

Section3defineshow IPRarrangementshavedeveloped todateandhow thirdpartieshavebeeninformedasappropriate.

Section4isthecurrentRegisterofIPRlicences.

Section5presentsapreliminaryoutlook toD1.3:Reportabout themechanisms to sustain the IPRmanagement(DuebytheendoftheprojectinMonth24).

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2 CategoriesoflicensesandassociatedprinciplesThissectiondescribesthecategoriesofrelevantIPRlicensesintheproject,andtheprinciplestobeapplied in each of these categories. Following this, the next section 3 describes how IPRarrangementshavedevelopedtodateandhowthirdpartieshavebeeninformedasappropriate.

2.1Definitions1IP (Intellectual Property) is any form of original creation that can be bought, sold or otherwiseexploited.Thefourmaintypesof IParepatents,trademarks,designsandcopyright. InEDISONthetypesoftrademarksandofcopyrightapply,andprimarilytosecurethatdevelopedwork(content)isopenandaccessible,andisusedincorrectwayswhileattributingownershipandauthorship.

IPR(IntellectualPropertyRights)isalegalframeworkformanagingIP,althoughlegalarrangementsarenotsimilarfordifferentcountries.Nevertheless,therearesomecommonminimalrequirementstoassignIPRandlicensestoexploitIPR.InmostjurisdictionsavalidIPassignmentmustataminimumincludethefollowing:

• IdentificationoftheParties-identifiesthecontractasanintellectualpropertyassignmentagreementandidentifiestheAssignorandAssignee.TheAssignoristhepartythatistransferring(“assigning”)itsownershipinterestandtheAssigneeisthepartyreceivingit.

• Recitals-definesthecontextoftheassignmentandprovidekeybackgroundinformationaboutthepartiesandincludesastatementoftheintenttotransferrightsinintellectualproperty.

• Definitions-containsrelevantgeneralandtechnicaltermsusedthroughoutthecontractinordertoguaranteethatthesetermswillhavethesamemeaningtothepartiesoftheagreement.

• Assignmentofintellectualproperty-containsacompleteandcleardescriptionofthepropertybeingtransferred;detailsexactlytheintellectualproperty,includinganyrelevantapplicationsorregistrationsforintellectualpropertyprotectionand“goodwill”(businessreputation)soldwiththeproperty;“goodwill”istheintangiblevalueofanassetthatreflectsthecommercialvalueofthisasset(e.g.trademarkreputationanddistinctivenessamongcustomers).Inthecaseofcomplexassignmentagreements,thisclausemayalsorefertoadescriptionoftheassetsbeingtransferred,whichwillbeannexedtotheagreement.

• ObligationsoftheParties-itisimportanttoclearlydefinetheobligationsofthepartiesinordertoavoidanysubsequentconflictwithregardstotheextentoftheseobligations;theexactdefinitionandextentoftheparties’obligationsdependonthetypeofintellectualpropertytransferred;howeverthemainobligationoftheAssignoristotransfertheownershipoftheintellectualpropertyassetsandthemainobligationoftheAssigneeistopaythealumpsum(royalties)agreed;otherobligationsarethoserelatedtotheAssignor’srightstotheintellectualpropertytransferred-theguaranteethatheownstheIP.

• Liabilityandwarrantiesprovisions-relatestotheassignor’srightandauthoritytoenterintosuchanagreement;forexampletheguaranteethatheistheexclusiveownerofallrights,titleandinterestintheIPandthattheIPisvalidandsubsisting;thattheIPtransferreddoesnotinfringetherightsofthirdparties.

• Indemnification-adescriptionofeachparty’sfutureobligations,iftheintellectualpropertyisfoundtoinfringeonathirdparty’srights.

• Paymentprovisions–anyapplicablepriceandothercommercialterms.• Termoftheagreement-identifiestheeffectivedateoftheassignment.• Applicablelawandjurisdiction-whichnationallawwillapplyintheeventthataconflictarises;identification

ofacompetentcourtoranarbitration/mediationbodytowhichadisputecouldbereferredisalsoimportant.

• OtherCommonClauses-Annex-DescriptionoftheIntellectualProperty1ThedefinitionsandexplanationsfollowthefaqpagesoftheEUIPRhelpdeskhttps://www.iprhelpdesk.eu/faq

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RegisterofIPrightsProving thevalidityof the IP rights involves the identificationofcreatorsand theestablishmentofownershiprights.Forthispurpose,EDISONiskeepingallrecords.Whereappropriate,ifIPtitlesarenot automatic and have to be granted by competent authorities, it will be considered to registerintangibleassetsasintellectualIPRwiththeseauthorities.Licenseisapermissionorasetofpermissionsregardingwhateverislicensed.Whenanorganisationis givena license todo something, it receives thepermission todo it. Ingeneral, the schemeofalicenceagreementissimple:thelicensor(ownerofIPrights)allowsthelicenseetouseitsIPrights.The licensee may use the licensor's IP rights to the extent established in the licence agreement;however,theformalIPrightsremainwiththelicensor.Licensescanbeexclusiveornon-exclusive

CreativeCommonsLicenseisacopyrightlicencethatallowstheuser,whoisnotthecopyrightownerofawork,todistributefreelyanotherwisecopyrightedwork.Inthiscontext,aCCLworksmutuallyforboththecopyrightownerandtheend-user,sinceitgivestheauthorthefreedomtoallowpeopletoshare,use,andbuilduponaworkthathe/shehascreatedandprotectstheusersfromapossiblecopyrightinfringementclaim.ThereareseveraltypesofCCLsandtheusershavetocomplywiththetermsofdistributionposedbythecopyrightownerandindicatedbytherespectiveCCL,otherwisetheycouldbeheldliableforcopyrightinfringement.TheEDISONprojectisfollowingtheprinciplesofCreativeCommonsforitsworkontheCompetenceFramework,theBodyofKnowledge,andModelCurricula.Likely,themodelofCCBY-SA4.0willbethebasisoflicenses(https://creativecommons.org/licenses/by-sa/4.0/).

2.2EDISONprojectConsortiuminternallicenses

The EDISON Consortium Agreement (APPENDIX A) describes the project partners’ ownership ofresults and access rights to each one’s background (pre-existing IPR). In order to carry out theEDISON workplan, consortium partners are developing and sharing know-how and technologies,including,butnotlimitedtoalgorithms,tools,experiencesandmethodologies.Know-howexchangedbetween the partners may include, in certain cases, background knowledge. The partners are inagreement on the principles for themanagement of IPR, as summarized below (from the projectdescription):

• Access Rights to IP during the project: Access rights to Project results and Background needed for theexecutionoftheProjectshallbedeemedgranted,onaroyaltyfreebasis,asofthedateoftheEUContractenteringintoforce.Methodology,documents,benchmarksandstudieswillbeavailabletoall;whiletoolsandalgorithmsdevelopedbythepartnersmaybeavailableatthediscretionandtermsoftheirrespectiveowners. In spite of the latter restriction, the partners intend to pursue publications of the underlyingprinciples of the technologies embodied in their tools in the appropriate academic conferences. TheseAccessRightstoProjectresultsandBackgroundshallbeusedonly forthepurposesforwhichtheyhavebeengrantedandonlyforaslongasitisnecessaryforthosepurposes.ReportsaboutscientificresultsthatarepartoftheprojectdeliverablestotheEUwillbeavailableopenlyontheprojectWebsite.

• IPOwnership:Project results IP shall beownedby theprojectpartner carryingout thework leading tosuchProjectresultsIP.AsmultipleEDISONresults(Seesections1.1and3.1)willbeactuallycreatedjointlybytwoormoreprojectpartnersandtheresultingIPshallbeofsuchnaturethatthecontributionofeachprojectpartnercannotdistinguishedfromthatother,suchworkwillbejointlyownedbythecontributingprojectpartners.Thesameshallapplyif,inthecourseofcarryingoutworkontheproject,aninventionismadehavingtwoormorecontributingpartiescontributingtoit,andifthefeaturesofsuchjointinventionare such that it is not possible to separate them for the purpose of applying for, obtaining and/or

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maintainingtherelevantpatentprotectionoranyotherintellectualpropertyrightonanindividualprojectpartnerbasis.

• Confidentiality: During the term of the Project and for a thereafter period to be fixed in the CA, thePartnersshalltreatasconfidentialanyinformationwhichisdesignatedasproprietaryand/orconfidentialbythedisclosingPartnerbyanappropriatestamp,legendoranyothernoticeinwriting,orwhendisclosedorally,hasbeenidentifiedasconfidentialatthetimeofdisclosureandhasbeenpromptlyconfirmedanddesignatedinwritingasconfidentialinformationbythedisclosingParty.

• Publications: In order to make public information owned by one partner, its prior explicit consent (inwritten,beinge-mailvalid if soagreed)willalwaysbenecessary.For theavoidanceofdoubt it isstatedthat no Partner shall have the right to publish or allow thepublishing of data,which constitute Projectresults, Backgroundor confidential information of another Party evenwhere such data is amalgamatedwithsuchfirstParty’sProjectresults,Backgroundorotherinformation,documentormaterial.

2.3LicensesprovidedbyEDISONtothirdpartiesThekeyEDISONobjectivesareprovidingaframeworkandanICTenvironmentforskillingandcertifyingdatascientists’expertiseforgraduates,practitionersandresearchersthroughouttheircareers.ThisissupportedbyasustainableeducationmodelforDataScienceandDataIntensivetechnologiesofferedbyadedicatedon-linetool.Clearly,itisimperativethatoutreachandsupportforusersisessentialtorealizetheseobjectives.Asetofappropriatelicensesisthemechanismtopromoteopenaccessinaneffectiveandcontrolledway,whilesecuringqualitybyengagingcapablethirdparties.Thefollowingtwocategoriesoflicensesareconcludedandpartlystillconsidered.2.3.1Licensestoacknowledgecommunityefforts

The above-mentioned framework for skilling and certifying data scientists’ expertise forgraduates,practitionersandresearchers isbuildingoncurrentexpertiseandexperienceofagrowing number of universities and educators. Apart from the partner organisations in theEDISONprojectconsortium,thisgroupofexpertsisgrowingwithotherorganisationsfromtheeducationalcommunity,andtheyareinvolvedinthedevelopmentofEDISONservicesfornewinitiativesinuniversitiesandotherorganisationsthroughoutEurope.Itisineachone’sinterestthatthecontentofEDISONservicesisdirectlyaccessiblewithoutrestrictionswhilerecognizingtheinputofEDISONpartnersaswelltheexternalcommunity.Currently,twolicensesbasedonCreativeCommonsareidentifiedforimplementation.

2.3.1.1EDISONCompetencesFramework;BodyofKnowledge;ModelCurriculumThese are the core of EDISON services providing educational organisations anadvancedandcommonreferencefordevelopingtheirspecializedtrainingofferingstostudentsandpractitioners.Thisincludesdetailsaboutcurricula,coursestructures,andeducationalmaterialssharedbyuniversitiesandothereducationalorganisations.

2.3.1.2TrainingMarketplaceTheaboveservicesmustbecomplementedbytrainingmaterial,forexamplebigdata,softwaretools,andcomputationalcapacity.ThedevelopingTrainingMarketplaceisacatalogueofavailablecourses.Thesemay includeVirtual Labs–hands-on labs),alsolinkedtooneormorecourses.EachofthesecoursesandVirtualLabshavetheirownownership and associate license, and will be included in a CC-BY-SA umbrella (usergeneratedcontent,asinhttps://creativecommons.org/licenses/by-sa/2.0/)

2.3.2LicensestooutsourceEDISONvalue-addedservices

The above (2.3.1)mentioned information and services depending on community effortswillreachusers throughdifferentmechanismsandwherepossibleason-lineenvironments.Twocategoriesofmechanismsareinstudyandindevelopmentwithrelatedlicences:

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- The EDISON promoted Community Portal “DataSciencePro”,with services such as theTrainingMarketplace

- TheCertificationschemeThemaintenanceandupdatingof thesemechanisms,aswellashelpandsupportdesks,willrequire continued efforts and thus costs after the end of the current EDISON project. Thisimpliesthatthemechanismsandserviceswillbeoutsourcedtotheprofessionalorganisationscapabletoprovidetheseandwithsustainedquality.SuchorganisationscanbecurrentEDISONpartners or other ones. Following the EDISON Consortium Agreement this implies timelydecisions of the General Assembly on rights and conditions (outsourcing licenses). Theselicenseswillaffect theorganisations takingupoutsourcedresponsibilities,aswell thesupplycompaniesofferingsupportfunctions.Currently,thisisbeingexploredleadingtonegotiationswithselectedorganisations.

2.4LicensesprovidedbythirdpartiestoEDISONanditspartners 2.4.1Universitiesprovidinginformationforonlythecurrentprojectpartners

TheEDISONdevelopmentswithrespecttotheCF,theBoK,andModelCurriculaarebenefittingfromtheexpertiseandexperienceof a rangeoforganizational sectors, suchasuniversities, companies,standard-setting bodies, and professional networks (such as the RDA, CODATA, etc.). Relevantinformation isprimarilydrawn frompubliclyopen resources, suchaswebpagesanddownloadabledocuments. Not all expertise and information is accessible as open source such as individualexpertise or educationalmaterials such as readers. SpecificMemorandums ofUnderstandingwithrelevant organisations will give the EDISON partner(s) rights to use the information for onlydevelopmentworkinEDISON.

2.4.2ContentfromthirdpartiestobesharedthroughEDISONmechanisms

EDISONispromotingthatuniversitiesinteractandsharetheirmaterials(courseinformation,readers,practical exercises) and educational methods. Bringing together the European “Champion”universities who are already running data science bachelors/masters programmes, provides aplatform for their trainers and educators who extol the virtues and benefits of the EDISONFrameworkintermsofhelpingthemdeliverdatascienceeducationandcontributetotheevolutionoftheEDISONframework.On-lineenvironmentswillfacilitatethis,offeringuniversities’facilitiestouploadanddownloadrelevantinformation.ItshouldbenotedthatsuchinformationisnotownedbytheEDISONprojectandthe IPRmanagementrequiresestablishingstandard IP licensetextsfortheowners (theuniversities),aswellacommon license (reflectingthestandarduniversity licenses) forusers who want to access the on-line environment. The EDISON IPR register keeps track of eachlicensesignedbyauniversity.2.4.3FunctionalitiesofferedbythirdpartiesforoperatingEDISONservicesOutsourcing EDISON value-added services (2.3.2) will depend on functionalities offered by thirdparties for operating EDISON services. These can be software and other delivering organisations,suchascompanies.Theselectionofthirdpartieswithappropriateofferedfunctionalitiesisanormalbusiness routine that will include considerations with respect to their licenses. These should notjeopardize the EDISON service provision based on open access and Creative Commons IPRarrangements.

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3 DevelopmentofIPRarrangementsThe previous section 2 described the categories of relevant IPR licenses in the project, and theprinciples to be applied in each of these categories. This section describes how IPR arrangementshavedevelopedtodateandhowthirdpartieshavebeeninvolvedasappropriate.Morespecifically,the section is focusingon the IPR issues requiringdefined licenses inorder toestablishownershipandanyspecificlicenseconditionsandrestrictionsonuse.Inaddition,attentionisforassigningIPRaftertheendofthecurrentprojectfortheservicesthatneedtobecontinuedandsustained.

3.1WhichIPRarrangementsrequirelicensinginEDISON?TheRegisterofLicensesinSection4servesasareferencefortheproject’sManagementCommitteein order to propose the General Assembly of the Consortium in time about due decisions onassigningIPRafterthecurrentprojectlifetime.LicensedetailsaretheresponsibilityoftheIPRowner.Since the EDISON project is developing quite a number of documents and processes that willcontinue to be used after the current project lifetime, it is important that the involved projectpartners–theIPRowners–areidentifiedtoestablishIPR.Thisisnotonlyimportantforattributionofintellectualownership,butalsotoorganiseanylicensestothirdpartiesaswithrespecttotermsofuse and required updating. Since, as a general rule, IP rights are subject to national regulations,particularlyinsofarastheirenforcementisconcerned,IPRownersintheEDISONprojectpartnershipmayendupwithslightlydifferentlicenseschemesifapplicable.

3.2EDISONprojectConsortiuminternallicensesNospecialissueswithrespecttoIPRlicenseswithintheprojectconsortiumhaveyettobereportedinthisdeliverabledocument.Thiswillchangeinthesecondhalfoftheprojectwhentheconsortiumpartnershiphastodecideonsustaininganumberofdevelopedservicesaftertheendoftheproject,eitherbyafewofthepartnersorbythirdparties.Similarly,adecisionwillfollowonbrandingEDISONwithrespecttothenameEDISON,thelogo,andresults.Mostlikelythelegalbrandingofnameandlogoasatrademarkwillnotbeeffectuatedsincebotharenotuniqueandalsousedin(verydifferent)existingentities.Thisisdifferentforusingthecombinationofname,logoanddevelopedservice(e.g.theCompetenceFramework).LicenseswillfollowtheprinciplesofCreativeCommonsanddevelopmentsarediscussedinthenextparagraph.

3.3LicensesprovidedbyEDISONtothirdparties3.3.1Licensestoacknowledgecommunityefforts

3.3.1.1EDISONCompetencesFramework;BodyofKnowledge;ModelCurriculumThe EDISON Competences Framework, Body of Knowledge, and Model Curriculum are beingvalidatedandimprovedbyengagingwiderexpertcommunityand“Champion”universities.Draftversions are published on the EDISON website and available under Creative Commons CC-BYlicenses(Attribution).Moresophisticatedandinteractivepresentationswillcomeavailableinthe

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so-calledcommunityportalallowinguserstotestandassesstheirpersonalororganisationaldatascience skills with advise on missing competences and about training opportunities (seeparagraph 3.4.2). The input for these services is also based on contributions from the expertcommunity.TheCreativeCommonslicensewillacknowledgethesecontributions.3.3.1.2TrainingMarketplaceFollowing the example of the EGI Foundation and its network of competence centres tomakeknowledgeandskillsmoreeasilyaccessible,on-lineeducationalandtrainingmaterialprovidedbythird parties will be federated through a training marketplace. In addition, the EGI FederatedCloudwillbeprovidedtoEDISONtosupporttheeducationsectorwithaninfrastructurethatcanofferbothdatasetsofpublicrelevanceandaco-locateddistributedcloudinfrastructurefortheirmanipulation and exploitation. This service is considered to be provided through principles of“Open Science Commons” (htp://go.egi.eu/osc), according to which "Researchers from alldisciplines have easy, integrated and open access to the advanced digital services, scientificinstruments, data, knowledge and expertise they need to collaborate to achieve excellence inscience,researchandinnovation".

3.3.2LicensestooutsourceEDISONvalue-addedservicesAlthoughthecontent informationabouttheEDISONeducationalframeworkandabouteducationalmaterialsfromthirdparties(i.e.universities)isopen,thisisnotnecessarilytrueforon-lineplatformsandotherservicesofferingfunctionalitytoexploitsuchcontentindifferentapplications.Anexampleof such an application is the tool being developed for the self-assessment of data sciencecompetences by individuals or organisations. These kinds of advanced tools or services requiremaintenanceandregularlyupdating,aswellashelpdesksandsupportservices.Itisnotself-evidentthat the consortium partners of the current EDISON project will support this from their ownresources after the end of the project. Neither is it expected that a funding agency will providefinancial support for maintenance and updating. In this respect, it is reasonable to ask amodestfinancial contribution from the third parties interested in offering open content. Financialcontributionsareconsideredfordifferentlevelsvaryingfromabasicfreewaiver,uptofeesrelatedto,forexample,advertisedtrainingservicesbyuniversitiesandothers.ThelicensefororganisationsrunninganopenEDISONservicehastoincludetheconditionstoexploittherelevantIPRdevelopedbythecurrentEDISONconsortiumorbyothersofferingcontent(universities,etc.).Twocategoriesofservicesareinstudyandindevelopmentwithrelatedlicences:

- EDISONCommunityPortal(3.3.2.1)- Certificationscheme(3.3.2.2)

3.3.2.1EDISONCommunityPortalThe services provided by EDISON and collectively referred as EOEE (Edison Online EducationEnvironment),aswellasfrominterestedthirdparties,areorganisedinaportalinsupportoftheDataScienceCommunity.Thecontentprovidedthroughthisportal isdivided indifferenttypes,andforeachof theseaspecificagreement/licensewillbeestablished inthesecondyearof theproject.

• User generated content: any user (for example a student) is enabled to upload his/herpersonalcontent.Theagreementandrequiredlegalstatementswillbeincludedinthelegalterms that the user will electronically sign at the registration phase. The agreements willforeseeaperpetuallicensetotheorganizationrunningthePortal(afterthecurrentproject’slifetime)tostoreandusetheuseruploadedcontentfornon-commercialuse.Suchpersonalcontent cannot be sold and will not be accessible by others. However, the organization

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operating the portal may benefit from such content to develop or improve added valueservices.TheagreementswilltakeintoaccounttheforthcomingEUdirectiveonprivacy.

• Thirdpartygeneratedcontent:specificbilateralagreementswillbesetupwitheachentity(project, community, otherweb site owners, university, research infrastructure) to enablesharing of their offered content. As an example, but not limited to these, content mayinclude events, information about training courses (ranging from the single short-termmoduletothemorewideUniversityprogramsorPhD),papersandmanuscripts,echoofwebarticles,openpositions,andanyothereducationalexperiences(suchasinternships,bidsorgrants,fellowships).Seefurtherunder3.4.2.

• Third party services (See also 3.4.3): specific bilateral agreements with external partiesofferingfunctionality(forexamplesoftware)forrunningtheportal.- ApartyofferingtheVirtualLabservicetoCommunityPortalusers.Anagreementwillbe

established inorder tosupportbothcommercialandnon-commercialuseof theVirtualLabservice.PotentialpartiesconsideredareD4Science.orgortheEGIFoundation.

- GlobitgmbH, forofferingusersaccesstheeLearningplatformserviceoftheCommunityPortal.Theagreementwillbeestablishedinordertosupportbothcommercialandnon-commercialuseoftheeLearningplatformandthecontentcreationcoursetools.

- Engineering Ingegneria Informatica SpA, in order to grant access to the competencebenchmarkservices,developedincooperationwiththeGoetheUniversity.

3.3.2.2CertificationschemeTheEDISONproject isdevelopingexemplarytracksallowinginterestedindividuals(suchas ‘self-made’datascientists intheirPhDproject,etc.)toexpandtheirskillstobedemonstratedwithaformal,recognizedcertification.Thecertificationprogrammehastocomplywith(ISO)standardsforcertificationanddifferentformsofformalcertificationsareexploredthroughtheinvolvementof formal certificationauthorities. Thedefinitionof theoverall certification schemasuchas thenumberof levelsofcertification,thetargetgroupsaccordingtotheEDISONMC-DSandprofilesaccording to the DS-BoK and CF-DS, will end up in the definition of IPR management in theplanned certification schema. The related license toorganisationswilling to implement EDISONtraining and certification schemas is still in development by investigating what is needed totransfer the EDISON certification scheme license after the end of the project to one or moreorganisations. This may include conditions for such organisations with respect to qualityassuranceand internationalcertificate transferability.Obviously,onlyprofessionalorganisationswithaproventrackrecordwillbeconsideredforgrantingalicense.More information about the certification scheme and related businessmodel can be found inEDISONDeliverable4.2.

3.4LicensesprovidedbythirdpartiestoEDISONanditspartners 3.4.1UniversitiesprovidinginformationforonlythecurrentprojectpartnersTheEDISONdevelopmentworkbenefits fromusecases inuniversitieswithadvanceddata sciencetraining programmes. In order to secure the right for EDISON to access their relevant intellectualproperty,itissometimesrequiredtoestablishajointMemorandumtodefinewhatisaccessibleandhowtheuniversitywill inturnbenefitfromcooperatingwithEDISON.This isespeciallyrelevantforthe EDISON workpackage 3 with respect to the development of model curricula and to guideprocessesofcurriculacreationat interesteduniversitiesandfurtheronother institutionsprovidingeducationand training.Up tonow,aMoCwas signedwith two relevantuniversities following the

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MoCmodel text in APPENDIX B.When signing individual MoCs, it is important that the involvedEDISON partner makes sure that the counter signatory at the university has ownership of therelevantIPR.ThejurisdictionofsomecountriesoruniversitiesassignsIPRtotheindividualorschoolwhohascreatedtheintellectualwork,ratherthantotheformalemployer.Inaddition,ratherthancoursematerialbeingownedsolelybythefacultymemberorbytheorganisation(university),therecanbealargenumberofcomplicatingfactors,rangingfromwhatconstitutesacoursetounbundlingownership.TheorganisationalphilosophyinthisrespectcanresultindifferentIPpolicies.Apartfrommaking sure who is the right owner of the relevant IPR, this owner is also expected to takeresponsibilitywhentheownershipwouldbechallengedbyanycontester.

3.4.2ContentfromthirdpartiestobesharedthroughEDISONmechanisms

The EDISON Community Portal (see 3.3.2.1) will - amongst others – promote the sharing ofeducationalmaterialsandmethodsbyofferinguniversitiesfacilitiestouploadanddownloadrelevantinformation. Itshouldbenotedthatsuch information isnotownedbytheEDISONprojectandtheIPRmanagementrequiresestablishingstandardIPlicensetextsfortheowners(theuniversities),aswellasacommonlicense(reflectingthestandarduniversity licenses)foruserswhowanttoaccesstheon-lineenvironment.TheEDISONIPRregisterkeepstrackofeachlicensesignedbyauniversity.Theremarkaboveunder3.4.1withrespecttoaffirmingwhoistherightownerofcoursematerialsisalsoapplicablehere.Thiswillbeimplementedwithastandardlicensetextrequiringdigitalapprovalbyuniversities(inpracticetheireligiblestaff)beforeenteringthefullfacilitiesintheEDISONon-lineenvironment.3.4.3FunctionalitiesofferedbythirdpartiesforoperatingEDISONservices

The selectionof thirdpartieswithappropriateoffered functionalities is still runningandwill comeintoeffectinthesecondyearoftheEDISONproject.


4 Current(draft)RegisterofLicenses(August2016)

LicensesprovidedbyEDISON(partners)IPRsubject Licensor/owner Licensegivento TermsofLicense/URL Enddate

CF/BoK/ModelCurr. InvolvedEDISONpartners Massusers CreativeCommons(CC-BY) Openended

TrainingMarketplace InvolvedEDISONpartners Massusers Based on Open ScienceCommonsprinciples

Openended

CommunityPortal InvolvedEDISONpartners Massusers CreativeCommons(CC-BY) Openended

Certificationmechanism InvolvedEDISONpartners Selectedcertificationbodies

Tobedecided Tobedecided

LicensesprovidedbythirdpartiesIPRsubject Licensor/owner Licensegivento TermsofLicense/URL Enddate

Learning experience,content and teachingmaterial

UniversityofLuzern FTK CC-BY-NC-SA 2years

Learning experience,content and teachingmaterial

Univ.ofBedfordshire FTK CC-BY-NC-SA 2years

Softwareetc. Various providers undernegotiation

EngineeringSpA Tobedecided Tobedecided


5OutlooktosustainingtheIPRmanagement

A few organisations, probably partly also from the EDISON Consortium, will continue to provide

sustained services to users after the end of the EDISON project. Currently, in the middle of the

project’s lifetime, someoptionsarebecomingclear toconsider.Preferably, theengageduniversity

community takes up the EDISON heritage and takes responsibility for sustaining services. It is not

likely that such a community with defined governance and management will be in place and

functioningbytheendoftherunningEDISONproject(withinayear).Likewise,itisnotclearifthese

universitieswouldliketotakeupsucharole,orwouldprefertoactinanadvisorybodysupporting

an existing organization(s) that will continue offering and maintaining the developed EDISON

services.Organisationstobeconsideredindifferentrolesarethefollowing:

• OneormoreofthecurrentEDISONpartners.Someofthesehaveoptedtocontinueservices,at

leasttemporarily,underconditionstoagree.Thisisanattractiveoptionforsecuringcontinuity,

atleastforabridgingperiod.

• AninvolvednetworkorganizationwithlegalentitysuchasCODATA,RDAandsimilar.Operating

EDISON services may be beyond the mission of these networks and their interest for an

exclusive European undertaking may not be justified. In addition, the continuation of these

networks,suchasRDA,isindiscussion.

• Publicorprivateorganization(outsidetheEDISONpartnership)interestedtooperateoneor

moreservicessuchasITEMOforthecertificationscheme.ThegrowingpublicityaboutEDISON

leadstoexpressionsofinterest.

Acombinationoftheaboveorganisationsandcooperatingincomplementarytasksispossible.In

addition,otherbusinessorresearchorganisationscanbevitaltodeliverthetechnical,financialand

humanresourceslackingintheaboveorganisations.TheEDISONpartnerswillagreeinthelast

projectyearwhichofthemwilloffercontinuedcooperationafterthecurrentEDISONproject,on

whattermsofoperation,andontheprovisionsfortransferringofservices(andIPR)inthefuture.

Interactionswithotherappropriateorganisationswillresultintimelydecisionsabouttransferring

anyotherservicestotheseorganisations.Tothisend,theprojectconsortiumwillnegotiateand

concludethenecessarycontractsbeforeenteringinsuchcollaborations.RulesonIPwillbeincluded

intheseagreementstoavoidpotentialpitfalls.

The final report about the agreed IPR arrangements will be presented in D1.3 “Report about the

mechanismstosustaintheIPRmanagement”(duebytheendoftheprojectinMonth24).

EDISON


AppendixA

CONSORTIUMAGREEMENT

Section8:Results

8.0OwnershipofResults

ResultsareownedbythePartythatgeneratesthem.

8.1Jointownership

IncaseofjointownershipofResults,ownershipofeachofthejointownersshallbedetermined

ingoodfaith,takingintoaccounteachowner’srelativeintellectualcontributiontothejointly

ownedResults.Jointownerswillconcludeajointownershipagreementassoonaspossible,

andnolaterthansix(6)monthsfromthedateofthegenerationofsuchResults,regardingthe

allocationandtermsofexerciseofsuchownership,protectionoftheResults,thedivisionof

relatedcostsandtheexploitationofsuchjointlyownedResultsonacasebycasebasis.

Unlessotherwiseagreed:

-eachofthejointownersshallbeentitledtousetheirjointlyownedResultsfornon-commercial

researchactivitiesonaroyalty-freebasis,andwithoutrequiringthepriorconsentoftheother

jointowner(s),and

-eachofthejointownersshallbeentitledtootherwiseExploitthejointlyownedResultsandto

grantnon-exclusivelicensestothirdparties(withoutanyrighttosub-license),iftheotherjoint

ownersaregiven:

(a)atleast45calendardaysadvancenotice;and

(b)FairandReasonablecompensation.

8.2TransferofResults

8.2.1EachPartymaytransferownershipofitsownResultsfollowingtheproceduresofthe

GrantAgreementArticle30.

8.2.2ItmayidentifyspecificthirdpartiesitintendstotransfertheownershipofitsResultstoin

Attachment(3)tothisConsortiumAgreement.TheotherPartiesherebywaivetheirrighttoprior

noticeandtheirrighttoobjecttoatransfertolistedthirdpartiesaccordingtotheGrant

AgreementArticle30.1.

8.2.3ThetransferringPartyshall,however,atthetimeofthetransfer,informtheotherPartiesof

suchtransferandshallensurethattherightsoftheotherPartieswillnotbeaffectedbysuch

transfer.

AnyadditiontoAttachment(3)aftersignatureofthisAgreementrequiresadecisionofthe

GeneralAssembly.

8.2.4ThePartiesrecognizethatintheframeworkofamergeroranacquisitionofanimportant

partofitsassets,itmaybeimpossibleunderapplicableEUandnationallawsonmergersand

acquisitionsforaPartytogivethefull45calendardayspriornoticeforthetransferasforeseen

intheGrantAgreement.

8.2.5TheobligationsaboveapplyonlyforaslongasotherPartiesstillhave-orstillmay

request-AccessRightstotheResults.

EDISON


8.3Dissemination

8.3.1DisseminationofownResults

8.3.1.1DuringtheProjectandforaperiodof1yearaftertheendoftheProject,the

disseminationofownResultsbyoneorseveralPartiesincludingbutnotrestrictedto

publicationsandpresentations,shallbegovernedbytheprocedureofArticle29.1oftheGrant

Agreementsubjecttothefollowingprovisions.

PriornoticeofanyplannedpublicationshallbegiventotheotherPartiesatleast45calendar

daysbeforethepublication.Anyobjectiontotheplannedpublicationshallbemadein

accordancewiththeGrantAgreementinwritingtotheCoordinatorandtothePartyorParties

proposingthedisseminationwithin30calendardaysafterreceiptofthenotice.Ifnoobjectionis

madewithinthetimelimitstatedabove,thepublicationispermitted.

8.3.1.2Anobjectionisjustifiedif

(a)theprotectionoftheobjectingParty'sResultsorBackgroundwouldbeadverselyaffected

(b)theobjectingParty'slegitimateacademicorcommercialinterestsinrelationtotheResultsor

Backgroundwouldbesignificantlyharmed.

Theobjectionhastoincludeapreciserequestfornecessarymodifications.

8.3.1.3IfanobjectionhasbeenraisedtheinvolvedPartiesshalldiscusshowtoovercomethe

justifiedgroundsfortheobjectiononatimelybasis(forexamplebyamendmenttotheplanned

publicationand/orbyprotectinginformationbeforepublication)andtheobjectingPartyshallnot

unreasonablycontinuetheoppositionifappropriatemeasuresaretakenfollowingthe

discussion.

TheobjectingPartycanrequestapublicationdelayofnotmorethan90calendardaysfromthe

timeitraisessuchanobjection.After90calendardaysthepublicationispermitted,providedthat

ConfidentialInformationoftheobjectingPartyhasbeenremovedfromthePublicationas

indicatedbytheobjectingParty.

8.3.2DisseminationofanotherParty’sunpublishedResultsorBackground

APartyshallnotincludeinanydisseminationactivityanotherParty'sResultsorBackground

withoutobtainingtheowningParty'spriorwrittenapproval,unlesstheyarealreadypublished.

8.3.3Cooperationobligations

ThePartiesundertaketocooperatetoallowthetimelysubmission,examination,publicationand

defenceofanydissertationorthesisforadegree,whichincludestheirResultsorBackground

subjecttotheconfidentialityandpublicationprovisionsagreedinthisConsortiumAgreement.

8.3.4Useofnames,logosortrademarks

NothinginthisConsortiumAgreementshallbeconstruedasconferringrightstousein

advertising,publicityorotherwisethenameofthePartiesoranyoftheirlogosortrademarks

withouttheirpriorwrittenapproval.

Section9:AccessRights 9.1Backgroundincluded

9.1.1InAttachment1,thePartieshaveidentifiedandagreedontheBackgroundfortheProject

andhavealso,whererelevant,informedeachotherthatAccesstospecificBackgroundis

subjecttolegalrestrictionsorlimits.

9.1.2AnythingnotidentifiedinAttachment1shallnotbetheobjectofAccessRightobligations

regardingBackground.

EDISON


9.1.2AnyPartycanproposetotheGeneralAssemblytomodifyitsBackgroundinAttachment1.

9.2GeneralPrinciples

9.2.1EachPartyshallimplementitstasksinaccordancewiththeConsortiumPlanandshall

bearsoleresponsibilityforensuringthatitsactswithintheProjectdonotknowinglyinfringethird

partypropertyrights.

9.2.2AnyAccessRightsgrantedexpresslyexcludeanyrightstosublicenseunlessexpressly

statedotherwise.

9.2.3AccessRightsshallbefreeofanyadministrativetransfercosts.

9.2.4AccessRightsaregrantedonanon-exclusivebasis.

9.2.5ResultsandBackgroundshallbeusedonlyforthepurposesforwhichAccessRightstoit

havebeengranted.

9.2.6AllrequestsforAccessRightsshallbemadeinwriting.

ThegrantingofAccessRightsmaybemadeconditionalontheacceptanceofspecificconditions

aimedatensuringthattheserightswillbeusedonlyfortheintendedpurposeandthat

appropriateconfidentialityobligationsareinplace.

9.2.7TherequestingPartymustshowthattheAccessRightsareNeeded.

9.3AccessRightsforimplementation

AccessRightstoResultsandBackgroundNeededfortheperformanceoftheownworkofa

PartyundertheProjectshallbegrantedonaroyalty-freebasis,unlessotherwiseagreedfor

BackgroundinAttachment1.

9.4AccessRightsforExploitation

9.4.1AccessRightstoResultsifNeededforExploitationofaParty'sownResultsshallbe

grantedonFairandReasonableconditions.

AccessrightstoResultsforinternalresearchactivitiesshallbegrantedonaroyalty-freebasis.

9.4.2AccessRightstoBackgroundifNeededforExploitationofaParty'sownResults,including

forresearchonbehalfofathirdparty,shallbegrantedonFairandReasonableconditions.

9.4.3ArequestforAccessRightsmaybemadeuptotwelvemonthsaftertheendoftheProject

or,inthecaseofSection9.7.2.1.2,aftertheterminationoftherequestingParty’sparticipationin

theProject.

9.5AccessRightsforAffiliatedEntities

9.5.1AffiliatedEntitieshaveAccessRightsundertheconditionsoftheGrantAgreement

Articles25.4and31.4,iftheyareidentifiedinAttachment4(IdentifiedAffiliatedEntities)tothis

ConsortiumAgreement.

9.5.2SuchAccessRightsmustberequestedbytheAffiliatedEntityfromthePartythatholdsthe

BackgroundorResults.Alternatively,thePartygrantingtheAccessRightsmayindividually

agreewiththePartyrequestingtheAccessRightstohavetheAccessRightsincludetherightto

sublicensetothelatter'sAffiliatedEntitieslistedinAttachment4.AccessRightstoAffiliated

EntitiesshallbegrantedonFairandReasonableconditionsanduponwrittenbilateral

agreement.

EDISON


9.5.3AffiliatedEntitieswhichobtainAccessRightsshallfulfilallconfidentialityandother

obligationsacceptedbythePartiesundertheGrantAgreementorthisConsortiumAgreement

asifsuchAffiliatedEntitieswereParties.

9.5.4AccessRightsmayberefusedtoAffiliatedEntitiesifsuchgrantingiscontrarytothe

legitimateinterestsofthePartywhichownstheBackgroundortheResults.

9.5.5AccessRightsgrantedtoanyAffiliatedEntityaresubjecttothecontinuationoftheAccess

RightsofthePartytowhichitisaffiliated,andshallautomaticallyterminateuponterminationof

theAccessRightsgrantedtosuchParty.

9.5.6UponcessationofthestatusasanAffiliatedEntity,anyAccessRightsgrantedtosuch

formerAffiliatedEntityshalllapse.

FurtherarrangementswithAffiliatedEntitiesmaybenegotiatedinseparateagreements.

9.6AdditionalAccessRights

FortheavoidanceofdoubtanygrantofAccessRightsnotcoveredbytheGrantAgreementor

thisConsortiumAgreementshallbeattheabsolutediscretionoftheowningPartyandsubjectto

suchtermsandconditionsasmaybeagreedbetweentheowningandreceivingParties.

9.7AccessRightsforPartiesenteringorleavingtheconsortium

9.7.1NewPartiesenteringtheconsortium

AsregardsResultsdevelopedbeforetheaccessionofthenewParty,thenewPartywillbe

grantedAccessRightsontheconditionsapplyingforAccessRightstoBackground.

9.7.2Partiesleavingtheconsortium

9.7.2.1AccessRightsgrantedtoaleavingParty

9.7.2.1.1DefaultingParty

AccessRightsgrantedtoaDefaultingPartyandsuchParty'srighttorequestAccessRights

shallceaseimmediatelyuponreceiptbytheDefaultingPartyoftheformalnoticeofthedecision

oftheGeneralAssemblytoterminateitsparticipationintheconsortium.

9.7.2.1.2Non-defaultingParty

Anon-defaultingPartyleavingvoluntarilyandwiththeotherParties'consentshallhaveAccess

RightstotheResultsdevelopeduntilthedateoftheterminationofitsparticipation.

ItmayrequestAccessRightswithintheperiodoftimespecifiedinSection9.4.3.

9.7.2.2AccessRightstobegrantedbyanyleavingParty

AnyPartyleavingtheProjectshallcontinuetograntAccessRightspursuanttotheGrant

AgreementandthisConsortiumAgreementasifithadremainedaPartyforthewholeduration

oftheProject.

9.8SpecificprovisionsforAccessRightstoSoftware

9.8.1DefinitionsrelatingtoSoftware

“ApplicationProgrammingInterface”meanstheapplicationprogramminginterfacematerials

andrelateddocumentationcontainingalldataandinformationtoallowskilledSoftware

developerstocreateSoftwareinterfacesthatinterfaceorinteractwithotherspecifiedSoftware.

"ControlledLicenceTerms"meanstermsinanylicencethatrequirethattheuse,copying,

modificationand/ordistributionofSoftwareoranotherwork(“Work”)and/orofanyworkthatisa

modifiedversionoforisaderivativeworkofsuchWork(ineachcase,“DerivativeWork”)be

subject,inwholeorinpart,tooneormoreofthefollowing:

EDISON


preferredformodificationbemadeavailableasofrighttoanythirdpartyonrequest,whether

royalty-freeornot;

ii.thatpermissiontocreatemodifiedversionsorderivativeworksoftheWorkorDerivativeWork

begrantedtoanythirdparty;

iii.thataroyalty-freelicencerelatingtotheWorkorDerivativeWorkbegrantedtoanythirdparty.

Fortheavoidanceofdoubt,anySoftwarelicencethatmerelypermits(butdoesnotrequireany

of)thethingsmentionedin(i.)to(iii.)isnotaControlledLicence(andsoisanUncontrolled

Licence).

“ObjectCode”meanssoftwareinmachine-readable,compiledand/orexecutableform

including,butnotlimitedto,bytecodeformandinformofmachine-readablelibrariesusedfor

linkingproceduresandfunctionstoothersoftware.

“SoftwareDocumentation”meanssoftwareinformation,beingtechnicalinformationused,or

usefulin,orrelatingtothedesign,development,useormaintenanceofanyversionofa

softwareprogramme.

“SourceCode”meanssoftwareinhumanreadableformnormallyusedtomakemodificationsto

itincluding,butnotlimitedto,commentsandproceduralcodesuchasjobcontrollanguageand

scriptstocontrolcompilationandinstallation.

9.8.2.Generalprinciples

Fortheavoidanceofdoubt,thegeneralprovisionsforAccessRightsprovidedforinthisSection

9areapplicablealsotoSoftwareasfarasnotmodifiedbythisSection9.8.

Parties’AccessRightstoSoftwaredonotincludeanyrighttoreceiveSourceCodeorObject

CodeportedtoacertainhardwareplatformoranyrighttoreceiveSourceCode,ObjectCodeor

respectiveSoftwareDocumentationinanyparticularformordetail,butonlyasavailablefromthe

PartygrantingtheAccessRights.

TheintendedintroductionofIntellectualProperty(including,butnotlimitedtoSoftware)under

ControlledLicenceTermsintheProjectrequirestheapprovaloftheGeneralAssemblyto

implementsuchintroductionintotheConsortiumPlan.

9.8.3.AccesstoSoftware

AccessRightstoSoftwarewhichisResultsshallcomprise:

i.AccesstotheObjectCode;and,

ii.wherenormaluseofsuchanObjectCoderequiresanApplicationProgrammingInterface

(hereafterAPI),AccesstotheObjectCodeandsuchanAPI;and,

iii.ifaPartycanshowthattheexecutionofitstasksundertheProjectortheExploitationofits

ownResultsistechnicallyorlegallyimpossiblewithoutAccesstotheSourceCode,Accessto

theSourceCodetotheextentnecessary.

BackgroundshallonlybeprovidedinObjectCodeunlessotherwiseagreedbetweentheParties

concerned.

9.8.4.Softwarelicenceandsublicensingrights

9.8.4.1ObjectCode

9.8.4.1.1Results-RightsofaParty

WhereaPartyhasAccessRightstoObjectCodeand/orAPIwhichisResultsforExploitation,

suchAccessshall,inadditiontotheAccessforExploitationforeseeninSection9.4,asfaras

NeededfortheExploitationoftheParty’sownResults,comprisetheright:

EDISON


i.tomakeanunlimitednumberofcopiesofObjectCodeandAPI;and

ii.todistribute,makeavailable,market,sellandofferforsalesuchObjectCodeandAPIaloneor

aspartoforinconnectionwithproductsorservicesofthePartyhavingtheAccessRights;

iii.providedhoweverthatanyproduct,processorservicehasbeendevelopedbytheParty

havingtheAccessRightsinaccordancewithitsrightstoexploitObjectCodeandAPIforitsown

Results.

IfitisintendedtousetheservicesofathirdpartyforthepurposesofthisSection9.8.4.1.1,the

Partiesconcernedshallagreeonthetermsthereofwithdueobservanceoftheinterestsofthe

PartygrantingtheAccessRightsassetoutinSection9.2ofthisConsortiumAgreement.

9.8.4.1.2Results-Rightstograntsublicensestoend-users

Inaddition,AccessRightstoObjectCodeshall,asfarasNeededfortheExploitationofthe

Party’sownResults,comprisetherighttograntinthenormalcourseoftherelevanttradeto

end-usercustomersbuying/usingtheproduct/services,asublicensetotheextentasnecessary

forthenormaluseoftherelevantproductorservicetousetheObjectCodealoneoraspartofor

inconnectionwithorintegratedintoproductsandservicesofthePartyhavingtheAccessRights

and,asfarastechnicallyessential:

-i.tomaintainsuchproduct/service;

-ii.tocreateforitsownend-useinteractinginteroperablesoftwareinaccordancewiththe

Directive2009/24/ECoftheEuropeanParliamentandoftheCouncilof23April2009onthe

legalprotectionofcomputerprograms

9.8.4.1.3Background

Fortheavoidanceofdoubt,whereaPartyhasAccessRightstoObjectCodeand/orAPIwhich

isBackgroundforExploitation,AccessRightsexcludetherighttosublicense.Suchsublicensing

rightsmay,however,benegotiatedbetweentheParties.

9.8.4.2SourceCode

9.8.4.2.1Results-RightsofaParty

Where,inaccordancewithSection9.8.3,aPartyhasAccessRightstoSourceCodewhichis

ResultsforExploitation,AccessRightstosuchSourceCode,asfarasNeededforthe

ExploitationoftheParty’sownResults,shallcompriseaworldwiderighttouse,tomakecopies,

tomodify,todevelop,toadaptSourceCodeforresearch,tocreate/marketaproduct/process

andtocreate/provideaservice.

IfitisintendedtousetheservicesofathirdpartyforthepurposesofthisSection9.8.4.2.1,the

Partiesshallagreeonthetermsthereof,withdueobservanceoftheinterestsoftheParty

grantingtheAccessRightsassetoutinSection9.2ofthisConsortiumAgreement.

9.8.4.2.2Results–Rightstograntsublicensestoend-users

Inaddition,AccessRights,asfarasNeededfortheExploitationoftheParty’sownResults,shall

comprisetherighttosublicensesuchSourceCode,butsolelyforpurposeofadaptation,error

correction,maintenanceand/orsupportoftheSoftware.

FurthersublicensingofSourceCodeisexplicitlyexcluded.

9.8.4.2.3Background

Fortheavoidanceofdoubt,whereaPartyhasAccessRightstoSourceCodewhichis

BackgroundforExploitation,AccessRightsexcludetherighttosublicense.Suchsublicensing

rightsmay,however,benegotiatedbetweentheParties.

9.8.5Specificformalities

EachsublicensegrantedaccordingtotheprovisionsofSection9.8.4shallbemadebya

traceableagreementspecifyingandprotectingtheproprietaryrightsofthePartyorParties

concerned.

EDISON


AppendixB

MEMORANDUMOFCOOPERATION

Between

EDISONPartner

And

Universityof---

Introduction

ThisMemorandumofCooperation(MoC)providesthebasisfortheEDISONPartnerandUniversityof---

(hereinafter‘theParties’)tocollaboratewithinthecontextoftheso-calledEDISONproject,todevelopand

sharerelevantinformationandotherresourcesneededfortheProject,andtoshareresultsofsuchendeavour

whichcontributetobetterfulfiltheirrespectiveinstitutionalmandates.

TheParties

EDISONpartner

Universityof---

TheDepartmentofComputerScienceattheUniversityof---isofferingafull3yearBachelordegreeBSc

and/orxyearsMastersdegreeDataScienceprogramme.Theprogrammeisofferedintheacademicyears---.

[detailsofprogrammetobeentered].

ObjectiveofthisMemorandumofCooperationTheobjectiveofthisMoCistoformaliseaframeworkforcooperativeandcollaborativeworkbetweenthe

Partieswhilerecognisingtheirrespectiveindependentyetcomplementarymissionsassummarizedunder

article2above.

TheUniversity---willactasan“EDISONChampion”,itsrolebeingcharacterizedbythefollowingactivities:

● ToprovidefeedbacktoCF-DSreports(DocumentsD.2.1dueinMonth6andD.2.3dueinMonth22

accordingtotheEDISONworkplan);

● TocontributetothepreparationoftheDS-BoKfromMonth6toMonth22;

● TosupporttheadoptionofaMC-DSwithintheinstitution(informativepart)fromMonth12toMonth

24;

● ToendorseEDISONlegacybybeingpresenterof“Howhis/herinstitutionbenefittedfromEDISON”in

atleastoneEDISONpromotedevent–an“EDISON-do-it-Better”statement;

● Tosharelearningexperience,contentandteachingmaterialunderaCC-BY-NC-SAlicense.

FromitsparticipationinEDISONworks,theUniversityof---willbenefitfrom:

● Improvedsupportinadjustingexistingcoursescontentandaccesstosharedmaterial;

● Betterjustificationforthechangestheywanttodoontheeducationalprogramme,basedonthe

resultsofdemandanalysis;

● GetacloserlookanddeeperunderstandingofthelabourmarketplaceforgraduatesofDataScience

programmeandrelatedcourses;

EDISON


● IncreasedvisibilityofowntrainingofferingandexpandedbrandingopportunitiesforitsDataScience

programmeandrelatedcourses;

● Experts’supportincompletingtheaccreditationschema(contentandreferencenumbersfromthe

marketanalysis);

● PrivilegedexploitationoftheOnlineEducationalEnvironment(forbothpromotingChampionscourses

programs–asortof“sponsor”linkmadeinevidence–andusingitinLabs/Exercises);

● Havingcosts(ConferenceFee–ifany,travelandaccommodation)coveredforpromotionalactivities

inwhichEDISONcollaborationandUseCaseexperiencearepresentedinEDISONselectedevents

(pendingpriorapproval);

● PriorityinbeinginvitedtoEDISONfollow-upactions/project/grants.

ConditionsofUse

BothPartiesagreethattheywillclearlylabelthesourceofallcontentandrequireuserstoindicatethose

sourcesinanysubsequentre-use.EachPartyagreestofullyacknowledgetheother(verballyandbyincluding

logos)whencitingorpromotingjointlydevelopedproductsunderthisCooperationscheme.

AmendmentsandModifications

EitherPartymayrecommendamendmentstothisMemorandumofCooperationbynotifyingtheotherPartyin

writingand,withthesubsequentagreementoftheotherParty,thenimplementingthoseamendments.

Notwithstandingtheforegoing,bothPartiesundertaketojointlyreviewandrevise(asnecessary)this

MemorandumofCooperation2yearsafteritcomesintoforce.

Non-exclusiveAgreement

ThisMemorandumofCooperationisnon-exclusive,andinnowayrestrictseachPartyfromparticipatingin

similaractivitiesorarrangementswithotherpublicorprivateinitiatives,organizations,orindividuals.