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ONIX for Licensing Terms

ONIX for Licensing Terms. Brian Green, EDItEUR. EDItEUR. International umbrella body for book and serials sector standards development Originally a European project - now international - members in 20 countries

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ONIX for Licensing Terms

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  1. ONIX for Licensing Terms Brian Green, EDItEUR

  2. EDItEUR • International umbrella body for book and serials sector standards development • Originally a European project - now international - members in 20 countries • Develops and maintains standards for product information (ONIX), EDI, RFID in Libraries, rights expression etc. • Manages ICEDIS and the International ISBN Agency

  3. What is ONIX? • A family of XML formats for communicating rich metadata about books, serials and other published media, using common data elements • XML Schemas, DTDs and user documentation • Developed and maintained by EDItEUR through a growing number of partnerships with other organisations

  4. ONIX for Books • ONIX for Books adopted by book trades of Australia, Canada, US, UK, Germany, France, Korea, Netherlands, Italy , Norway, Spain and Finland • First release in 2000, Release 3 in 2007 • A trade standard, but used by Library of Congress, Deutsche Bibliothek and others for CIP metadata supplied by publishers and enhancing OPACS • RDA/ONIX discussions on common framework

  5. ONIX for Serials • An EDItEUR – NISO collaboration through a Joint Working Party (JWP) • Being piloted as a series of messages to support exchanges of metadata between publishers, doc del, A&I services and libraries • A growing set of XML “building blocks” that can be combined in different ways to form messages for particular application needs • Identified the need to express usage rights

  6. ONIX for Serials • Serials Online Holdings (SOH) • a format for delivering details of the electronic holdings to which the library has access, and to populate resolution servers • Serials Products and Subscriptions (SPS) • (a) Communication of journal product catalogue information through the supply chain • (b) Communication of details of subscriptions held by an individual library or a consortium

  7. ONIX for Serials • Serials Release Notification (SRN) • A journal issue and article level format to be used for communicating details of printed or electronic content as it is released • Coverage • A structure for XML holdings statements, print or electronic • To be incorporated into the SOH and SPS formats

  8. Licensing terms - the problem • Growth of digital collections in libraries • Need to automate electronic resource management • Variation in licence terms • What are library users permitted to do? • Under what conditions? • Which classes of users are permitted to do what? • What exceptions are there to what they are permitted to do? • How can publishers help libraries comply with licence terms?

  9. What libraries say they want • Expression of rights • rights expressed in machine readable form • Dissemination of rights • ensuring that whenever a resource is described its rights are also described • Exposure of rights • user sees the rights information associated with a resource Intrallect DRM report for JISC

  10. …in other words • Machine-readable license terms loadable into ERM systems • A standard mechanism for the communication of unambiguous licensing information within the library supply chain • Compatible with other metadata standards • i.e. XML - based • using standard identifiers • an ONIX for Licensing Terms

  11. How will it work? • Licence is expressed in XML (ONIX-PL) • Applicable “repertoire” is attached in ONIX format • Sent to libraries Electronic Resource Management (ERM) System as electronic message • ERM system looks after user authentication • ERM system links actionable terms (e.g. permitted and prohibited usages and related conditions) to relevant resources • User informed of usage terms when resource is accessed

  12. DLF ERMI project • US Digital Libraries Federation’s Electronic Resource Management Initiative delivered • Problem Definition/Road Map • Functional Requirements & Workflow Diagram • Data Element Dictionary (including licensing terms) • Electronic Resources Management System Data Structure • XML Investigation

  13. EDItEUR review of ERMI • ERMI is a valuable starting point for the development of such a communication standard but required further development • To meet requirements of extensibility and interoperability, licensing terms require organising into an (onto)logical structure • Proposed proof of concept exercise (jointly funded by JISC and PLS)

  14. First JISC PALS project • Negotiation and mapping of publisher licence - BIC, John Wiley and Cranfield University • ONIX Publications License (ONIX-PL) message format specification published on EDItEUR website • First release of elements of the ONIX Licensing Terms Dictionary • Complete expression of the Wiley EAL Academic License

  15. Second JISC PALS project • Specification of publisher tools and library benefits – BIC, ALPSP, Loughborough University • Specification of drafting tools to facilitate mapping of licenses to ONIX-PL format • Evaluation of benefits of electronic expression of licensing terms

  16. NISO / DLF / EDItEUR / PLS License Expression Working Group (LEWG) • A wide cross-section of stakeholders to • Guide and review the work of EDItEUR consultants. • Participate in pilot testing. • Bring their expertise and awareness of licensing and technology to keep the group's work relevant and complete. • Co-chaired by Nathan Robertson (DLF / ERMI) and Alicia Wise (PLS)

  17. Follow-up extension projects • Development of an ONIX-PL license expression drafting system (JISC / PLS / EDItEUR) • to allow both licensors and licensees to create ONIX-PL expressions of their licenses and to revise drafts in the negotiation process • based on the use of a library of “public” templates which can be modified to create new “private templates” representing the user’s preferred form of license. • Map JISC model licences as templates

  18. ONIX-PL License Editor • Web-based system architecture • server-based license management • browser-based user interface • Open Source development environment • Apache Tomcat (Java Servlet platform) • Orbeon Presentation Server (XForms application server)

  19. Planned features • Three user roles will be supported: • template development • license preparation • license approval • Templates will be based upon expressions of model license terms maintained by EDItEUR, or upon existing templates • Individual license expressions will be forms that are generated automatically from templates, with gaps to be filled in by the user

  20. Planned features • The system will support two “views” of a license expression: • “Form” view, used for editing • “Page” view, used for comparing a complete license with a the paper-based original • The next slide shows what part of a license might look like in “form” view…

  21. ONIX-PL License Editor

  22. JISC workshops with librarians • In November JISC Collections facilitated workshops in London and Edinburgh with the user community to find out more … and to find out how JISC Collections can work towards meeting the needs of the community • Over 100 delegates attended the workshops, representing university libraries across the UK • The delegates identified the top five priorities regarding licences for online resources

  23. Their top priority • JISC Collections to provide its community with Licence Agreements in a machine readable format – ready for Electronic Resource Management Systems

  24. Related work in progress • Workshop on ONIX-PL implementation with DLF and Library management system vendors in Boston, 18/19 December • Work with International Federation of Reproduction Rights Organisations (IFRRO) on ONIX for Repertoire and other messages based on ONIX for Licensing Terms • Work with Automated Content Access Protocol (ACAP) project on expression of access and usage terms to search engines and others

  25. Useful URLs • EDItEUR: www.editeur.org • ERMI:www.diglib.org/pubs/dlf102/ • ACAP: www.the-acap.org • License Expression Working group www.niso.org/committees/License_Expression/LicenseEx_comm.html

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