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University of Leeds Academic Services University of Leeds Academic Services What’s in a licence? Model licences and managing the ‘terms and conditions’. Louise Cole Electronic Resources Team Leader University of Leeds

What\'s in a licence? Model licences and managing the terms and conditions

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Presentation delivered by invitation at the Association for Subscription Agents (ASA)\'s event titled \'Licensing and Subscription Management: Challenges to publishers, intermediaries and libraries\', 12 September 2003.

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Page 1: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

What’s in a licence? Model licences and managing the ‘terms and conditions’.

Louise Cole

Electronic Resources Team Leader

University of Leeds

Page 2: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Overview

What’s in a licence? Model licences … … and alternatives Administrative nightmares ... and possible solutions What can subscription agents do? The future

Page 3: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

What’s in a licence?

Basic definition: “a legal document giving official permission to do something”

The typical model licence (e.g. the JISC/Nesli2 Model Licence) might include …

Page 4: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Model licences ... JISC

Key definitions, of users and other terminology

Permitted uses (document delivery and supply, coursepacks, VLEs, etc.)

Prohibited uses Undertakings for licensee and publisher Archival rights Additional information (title lists, usage

data)

Page 5: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

... and alternatives

Publishers can choose to either use a modified ‘model licence’ (changing or omitting certain clauses)

Or issue an licence of their own, which may or may not be of a similar format and which might have different definitions and terms/conditions

Page 6: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Administrative nightmares

Every licence is different! Interpreting ‘legal jargon’ and apparent

contradictions Sheer volume of paper Retrieving countersigned documents Conflict – the library offers the service,

the provider dictates the terms

Page 7: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

.. and possible solutions

Make all licences as much like the ‘model’ as possible

Ensure definitions are clear and not open to differing interpretation

Work with open access projects and pre-print services

Accept faxed signatures

Page 8: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

What can subscription agents do?

Central bank of licence agreements Be proactive – send agreement on to us

rather than giving a URL Scope in negotiating service for

customers Allow information to be included in

Electronic Resource Management Reports

Page 9: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Practicalities

Central licence bank – should this be free to all customers / those with spend over a certain £££?

US/EU/UK-centric? What about nesli2 and other consortia

arrangements? Administrative load/improved service Does the agent know enough about

customer requirements?

Page 10: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Administration of licences

“To negotiate or not to negotiate?” “To modify or not to modify?” Leasing resources rather than buying

them Model standard licences Work being done in many countries in

EU and outside it

Page 11: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

The University of Leeds approach

Hundreds of licences for numerous types of electronic resources – what is in them?

The licence audit – reading every agreement and extracting the information we need

Making this information available

Page 12: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

The University of Leeds process

Extracting information on do’s and don’t from our licences

User-friendly display of this information for library staff

Searchable interface Front-end presentation to library

customers

Page 13: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Extracting information

Who can use? What can we supply? What can we make available in VLE? Archival rights ‘Other areas’, including NHS and

commercial use

Page 14: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

The next stage

Front-end presentation to library customers:

– Making available to our customers the whole range of do’s and don’ts

– Building on general statements already on web pages and screensavers

– Integration with OPAC?– Best ways of doing this currently being

investigated

Page 15: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

The future

CHEST Agreements Usage Rights survey – taking note of customer needs

Open access initiatives The effect on the research library

collection Trust in an e-only world; as print

disappears

Page 16: What\'s in a licence? Model licences and managing the terms and conditions

University of Leeds Academic ServicesUniversity of Leeds Academic Services

Contact

Louise Cole, Electronic Resources Team Leader (and Library Copyright advisor)

University of Leeds

[email protected]