onix for licensing terms
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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 - PowerPoint PPT PresentationTRANSCRIPT
ONIX for Licensing Terms
Brian Green, 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
EDItEUR
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
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
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
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
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
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?
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
…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
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
How will it work?
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
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)
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
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
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)
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
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)
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
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…
ONIX-PL License Editor
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
Their top priority
JISC Collections to provide its community with Licence Agreements in a machine readable format – ready for Electronic Resource Management Systems
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
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