Uncork Your Licenses!

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


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


Licenses are everywhere now


Little wonder why we don’t read licenses


Massive Investment

Libraries andpublishers invest atremendous amountof time and energynegotiating license terms


Worthwhile investment?

Where do these documents endup after they are signed?


1997: Early days of licensing

Source: http://www.clir.org/pubs/img/pub79fig3.gif


http://www.clir.org/pubs/img/pub79fig3.gif

DLF ERMI Workflows 2002-06


Differences between print and electronic workflow

As described in initial ERMI report

Source: http://www.diglib.org/pubs/dlf102/dlfermi0408appb.pdf

http://www.diglib.org/pubs/dlf102/dlfermi0408appb.pdf

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)


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 Use Restriction Note

ERMI Permission Encoding• Permitted (explicit)• Prohibited (explicit)• Permitted (interpreted)• Prohibited (interpreted)• Silent (no interpretation)• Not applicable



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)


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


What is ONIX-PL?


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


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


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


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


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?


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


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
