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Scoping Study for Institutional Profiling and Terms & Conditions Services

Scoping Study for Institutional Profiling and Terms & Conditions Services. JISC Joint Programme Meeting Brighton 6-7 July 2004. Background . Services defined in the Shared Services Development Plan but not fully addressed

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Scoping Study for Institutional Profiling and Terms & Conditions Services

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  1. Scoping Study forInstitutional Profiling and Terms & Conditions Services JISC Joint Programme Meeting Brighton 6-7 July 2004

  2. Background • Services defined in the Shared Services Development Plan but not fully addressed • An institutional profiling service provides machine-readable information about resolution preferences … (for OpenURL resolver services). • A terms and conditions service provides machine-readable information about the rights held in or over resources within the JISC IE and about any restrictions on access and use.

  3. Brief • Re-examine the roles of these services • Originally placeholders • OpenURL services now more mature • Not constrained by original service definitions • Consider proposals for their realisation • Are national services feasible and desirable? • If so, how can they be realised?

  4. Two strands • External view: access to information about the institution and its services • Internal view: institutional rights to external data (T&C a special case)

  5. Approach • Consider the types of data that may be of interest • The sources of these data (and the authority) • Rights management issues (and T&C) • Service provision options • Recommendations

  6. Types of data • Institutional contact data • Institutional telematic service data • Learning and teaching information • Subscriptions data

  7. Institutional contact data • General information: formal name, postal, telephone, fax, email addresses • Web-based information : staff list, Library portal, admissions, Library catalogue • Roles: name&contact information for Principal, Assistant Principals, the Secretary, Librarian, HoD etc. etc.

  8. Institutional telematic service data • LDAP directory • Z39.50 services • IP range • OAI repository • OpenURL resolver • Shibboleth handle service

  9. Learning and teaching information • Course information • Reading lists • Teaching staff • L&T repository related data

  10. Subscriptions data • Mature processes for managing print subscriptions and handling • Absence of good solutions for managing subscriptions for electronic resources • Workflows for print material inadequate for electronic resources • Arbitrary variation in T&C details for electronic resources • DLF Electronic Resource Management Initiative

  11. Sources of data • Institutional deposition • National authorities • Subscriptions agent/publisher • Commercial vendors of catalogue records

  12. Institutional deposition • The institution itself is the authority for contact and telematic service data • Questions of responsibility • MIS, Library, Computing Services • Questions of accuracy and maintenance

  13. National authorities • JISC Monitoring Unit (MU) • List of H&FE institutions • JISC collections • Institutional subscriptions • UKERNA IP data • Authority for network addresses • Information Environment Service Registry (IESR) • Institutional resources and services

  14. Subscriptions agents and publishers • Authoritative data on institutional subscriptions • Considered commercially sensitive • Required by OpenURL resolvers, but wariness over disclosure • Changing business model, providing links for content delivery services

  15. Catalogue record vendors • Small publishers use intermediaries to provide electronic delivery services • Titles sold in aggregations/bundles • The content of bundles is fluid • Serials librarian cannot be certain which titles are included • Vendors such as Serials Solutions provide catalogue records for bundled content

  16. Rights management issues • Key to the appropriate copy problem. How to capture this data? • Licensor disclosure • Licensing authority tables (CRD) • Rights enquiry (Balsa) • Licence agreement records (ONIX) • Licencee assertion

  17. Terms & conditions • Vary per licence per institution • Complex (librarians may make pragmatic assumptions that err on side of caution) • Hard to manage • Creative Commons: • Full legal licence • Machine readable (searching and indexing) • Simple symbols for end-user interpretation • ONIX specification likely

  18. Service provision • Development criteria • Utility • Practicality • Cost-effectiveness • Method • Centrally-maintained services • Devolved operation • IE service registry

  19. Recommendations (I) • Institutional Profile for contact information • Distributed – institutional responsibility • Based on standard pro forma (XML) • Specific service locations: • IP address range – UKERNA • Shibboleth servers –national WAYF • OpenURL resolvers – OpenURL router

  20. Recommendations (II) • Other services -- IE Service Registry (Z39.50, OAI repository) • Subscriptions data • Institutional OpenURL resolvers • OCLC cooperative rights database • ONIX: EDItEUR/NISO • Terms & conditions – progress in a forum such as that for PA/JISC Model Licence

  21. Contacts Sandy Shaw Christine Rees EDINA EDINA

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