0
NISO Training
NISO Training
ONIX-PL Encoding Project
October 3, 2013
Speakers:
Todd Carpenter, Executive Director, NISO
Se...
What do you get when you
cross a license and XML?
Answer: ONIX-PL
October 3, 2013 ONIX-PL Training Webinar #1 2
Todd Carpe...
Overview
A bit about NISO
License encoding overview and background
Development of ONIX-PL
The NISO ONIX-PL Encoding Initia...
National Information Standards Organization
Non-profit industry association accredited by ANSI
Mission of developing and m...
License, license or license
To license (to give)
October 3, 2013 ONIX-PL Training Webinar #1 5
License, license or license
To license (to give)
To license (to receive)
October 3, 2013 ONIX-PL Training Webinar #1 6
License, license or license
To license (to give)
To license (to receive)
A license (to argue over)
October 3, 2013 ONIX-PL...
License, license or license
To license (to give)
To license (to receive)
A license (to argue over)
A license (to sign)
Oct...
Licenses are everywhere now
October 3, 2013 ONIX-PL Training Webinar #1 9
Licenses are everywhere now
October 3, 2013 ONIX-PL Training Webinar #1 10
Licenses are everywhere now
October 3, 2013 ONIX-PL Training Webinar #1 11
Little wonder why we don’t read licenses
October 3, 2013 ONIX-PL Training Webinar #1 12
Little wonder why we don’t read licenses
October 3, 2013 ONIX-PL Training Webinar #1 13
Massive Investment
Libraries and
publishers invest a
tremendous amount
of time and energy
negotiating license terms
Octobe...
Worthwhile investment?
Where do these
documents end
up after they
are signed?
October 3, 2013 ONIX-PL Training Webinar #1 ...
Worthwhile investment?
Where do these
documents end
up after they
are signed?
October 3, 2013 ONIX-PL Training Webinar #1 ...
1997: Early days of licensing
Source: http://www.clir.org/pubs/img/pub79fig3.gif
October 3, 2013 ONIX-PL Training Webinar ...
1997: Early days of licensing
Source: http://www.clir.org/pubs/img/pub79fig3.gif
October 3, 2013 ONIX-PL Training Webinar ...
DLF E-Resource Management Initiative (ERMI)
• November 22, 2000: Karen Calhoun, Cornell
University Libraries, posted a mes...
DLF E-Resource Management Initiative (ERMI)
• Goals of ERMI -
“This project is developing common specifications and tools
...
DLF ERMI Workflows
October 3, 2013 ONIX-PL Training Webinar #1 21
Differences
between print and
electronic workflow
As des...
E-Resources Management Initiative (ERMI)
Areas for exploration and development
recommended in ERMI reports:
– Management s...
October 3, 2013 ONIX-PL Training Webinar #1 23
License Interpretation
Can the library use the
resource to fulfill Interlib...
October 3, 2013 ONIX-PL Training Webinar #1 24
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 25
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 26
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 27
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 28
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 29
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
October 3, 2013 ONIX-PL Training Webinar #1 30
License Interpretation
LICENSE AGREEMENT
….
5.2.3. Blah. blah blah blah. . ...
Benefits of License Encoding and Expression
• Encoding licenses, storing and sharing them in
an electronic format could al...
Joint License Expression Working Group (LEWG)
Joint NISO/EDItEUR/DLF/PLS Group
Multiple tracks related to the same issue
•...
ERMI Terms of Use Fields
• Authorized User Definition
• Local Authorized User Definition Indicator
• Fair Use Clause Indic...
ERMI Permission Encoding
• Permitted (explicit)
• Prohibited (explicit)
• Permitted (interpreted)
• Prohibited (interprete...
Thoughts on prohibition
October 3, 2013 ONIX-PL Training Webinar #1 35
http://www.flickr.com/photos/downtempo/147587189/
What is ONIX?
ONIX is an acronym for ONline Information eXchange
Suite of XML Schemas for representing publishing industry...
What is ONIX-PL?
October 3, 2013 ONIX-PL Training Webinar #1 37
What is ONIX-PL, really?
• A structure for making the content of a license
machine-readable
• An XML format
• A tool to ma...
What ONIX-PL is not
• ONIX-PL is not a Rights Expression Language
• It is not designed to prevent/enable access to a piece...
Where does ONIX-PL stand?
Available and ready to use
• ONIX-PL format specification v1.0
– Schema released in November of ...
How could one use ONIX-PL?
• Eliminate mapping and manual entry of
license terms into an ERM
• Improve user interface for ...
Some thoughts on license expression
Clearly, communicating license permissions and
prohibitions to staff and users is diff...
NISO ONIX-PL Encoding Initiative
• Funded by the generous support of the
Andrew W. Mellon Foundation
• Grant begun in Febr...
NISO ONIX-PL Encoding Initiative
• Rationale:
– If we can seed the community with template
licenses by undertaking the vas...
ONIX-PL Encoding Initiative: Why?
• ONIX-PL Languishing in a Catch-22 situation
– No one to hear from, no one to call to
•...
4-Part ONIX-PL Training
• Today – An Introduction to Encoding a License
in ONIX-PL
• 2nd – Depositing an encoded license
•...
Additional Resources
• ONIX-PL Home (EDItEUR website)
http://tinyurl.com/ONIX-PL
This page includes the format specificati...
Additional Resources (2)
• The Importance of Linking Electronic Resources and Their Licence Terms:
A Project to Implement ...
One very last thing…
October 3, 2013 ONIX-PL Training Webinar #1 49
Image from Will Lion: http://www.flickr.com/photos/wil...
Thank you!
Todd Carpenter, Executive Director
tcarpenter@niso.org
National Information Standards Organization
3600 Clipper...
A tour of the ONIX-PL License
Encoding Project…
Selden Durgom Lamoureux
E-Resources Librarian
SDLinforms
selden.lamoureux@...
Included in the tour…
• Introduction & Project Status
• Steps involved in encoding
• Live view of OPLE (ONIX-PL editor)
• ...
Introduction and project status
• Funded by Mellon in February 2013
• Project began in March
• Training provided by David ...
First step: Reaching out to
publishers
October 3, 2013 ONIX-PL Training Webinar #1 54
Step 2: the original license in editable text
4. Permitted Use and Prohibitions
Authorized Users may download, save, and p...
Step 3: re-numbering
4. Permitted Use and Prohibitions
4.1 Authorized Users may download, save, and print articles from th...
Next Steps: applying the ONIX-PL schema in OPLE
October 3, 2013 ONIX-PL Training Webinar #1 57
(Usage Terms Continued…)
October 3, 2013 ONIX-PL Training Webinar #1 58
And the last elements of section 4 (in General Terms)
October 3, 2013 ONIX-PL Training Webinar #1 59
Summary View: What you MAY do
October 3, 2013 ONIX-PL Training Webinar #1 60
Summary View: What you MAY NOT do
October 3, 2013 ONIX-PL Training Webinar #1 61
XML View
October 3, 2013 ONIX-PL Training Webinar #1 62
Live view of OPLE (ONIX-PL editor)
October 3, 2013 ONIX-PL Training Webinar #1 63
Thank you!
I welcome your questions, both
now and via email!
Selden Durgom Lamoureux
E-Resources Librarian
selden.lamoureu...
We look forward to seeing you at a
future NISO training event.
THANK YOU
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NISO ONIX-PL Project - Training Session, Part 1

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Transcript of "NISO ONIX-PL Project - Training Session, Part 1"

  1. 1. NISO Training NISO Training ONIX-PL Encoding Project October 3, 2013 Speakers: Todd Carpenter, Executive Director, NISO Selden Lamoureux, Consultant, SDLInforms; former Electronic Resources Librarian http://www.niso.org/workrooms/onixpl-encoding/
  2. 2. What do you get when you cross a license and XML? Answer: ONIX-PL October 3, 2013 ONIX-PL Training Webinar #1 2 Todd Carpenter Executive Director National Information Standards Organization (NISO)
  3. 3. Overview A bit about NISO License encoding overview and background Development of ONIX-PL The NISO ONIX-PL Encoding Initiative Resources and questions October 3, 2013 ONIX-PL Training Webinar #1 3
  4. 4. 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 2013 25% libraries and library organizations 35% publishers and publishing organizations 40% library systems suppliers and other intermediaries Staff: 4 professional full-time Volunteers: 400+ spread out across the world October 3, 2013 ONIX-PL Training Webinar #1 4
  5. 5. License, license or license To license (to give) October 3, 2013 ONIX-PL Training Webinar #1 5
  6. 6. License, license or license To license (to give) To license (to receive) October 3, 2013 ONIX-PL Training Webinar #1 6
  7. 7. License, license or license To license (to give) To license (to receive) A license (to argue over) October 3, 2013 ONIX-PL Training Webinar #1 7
  8. 8. License, license or license To license (to give) To license (to receive) A license (to argue over) A license (to sign) October 3, 2013 ONIX-PL Training Webinar #1 8
  9. 9. Licenses are everywhere now October 3, 2013 ONIX-PL Training Webinar #1 9
  10. 10. Licenses are everywhere now October 3, 2013 ONIX-PL Training Webinar #1 10
  11. 11. Licenses are everywhere now October 3, 2013 ONIX-PL Training Webinar #1 11
  12. 12. Little wonder why we don’t read licenses October 3, 2013 ONIX-PL Training Webinar #1 12
  13. 13. Little wonder why we don’t read licenses October 3, 2013 ONIX-PL Training Webinar #1 13
  14. 14. Massive Investment Libraries and publishers invest a tremendous amount of time and energy negotiating license terms October 3, 2013 ONIX-PL Training Webinar #1 14
  15. 15. Worthwhile investment? Where do these documents end up after they are signed? October 3, 2013 ONIX-PL Training Webinar #1 15
  16. 16. Worthwhile investment? Where do these documents end up after they are signed? October 3, 2013 ONIX-PL Training Webinar #1 16
  17. 17. 1997: Early days of licensing Source: http://www.clir.org/pubs/img/pub79fig3.gif October 3, 2013 ONIX-PL Training Webinar #1 17
  18. 18. 1997: Early days of licensing Source: http://www.clir.org/pubs/img/pub79fig3.gif October 3, 2013 ONIX-PL Training Webinar #1 18
  19. 19. DLF E-Resource Management Initiative (ERMI) • November 22, 2000: Karen Calhoun, Cornell University Libraries, posted a message to ALCTS Technical Services listserv: “How are people managing bibliographic, license, evaluation, troubleshooting, et c. data about licensed network resources?” • Tim Jewell, U. Washington, & Adam Chandler, Cornell, collaborated on a survey of librarians who manage digital resources asking how they do so • DLF launched ERMI initiative in 2002 October 3, 2013 ONIX-PL Training Webinar #1 19
  20. 20. DLF E-Resource Management Initiative (ERMI) • Goals of ERMI - “This project is developing common specifications and tools for managing the license agreements, related administrative information, and internal processes associated with collections of licensed electronic resources.” • Published report in August 2004 – ERMI 2 launched in 2006 – Final report December 2008 Interested in more about new directions related to ERMI, join me for lunch! October 3, 2013 ONIX-PL Training Webinar #1 20
  21. 21. DLF ERMI Workflows October 3, 2013 ONIX-PL Training Webinar #1 21 Differences between print and electronic workflow As described in initial ERMI report Source: http://www.diglib.org/pubs/dlf 102/dlfermi0408appb.pdf
  22. 22. 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) October 3, 2013 ONIX-PL Training Webinar #1 22
  23. 23. October 3, 2013 ONIX-PL Training Webinar #1 23 License Interpretation Can the library use the resource to fulfill Interlibrary Loan requests? Slide courtesy of Nathan Robertson, U. Maryland Law Library
  24. 24. October 3, 2013 ONIX-PL Training Webinar #1 24 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. Can the library use the resource to fulfill Interlibrary Loan requests? Slide courtesy of Nathan Robertson, U. Maryland Law Library
  25. 25. October 3, 2013 ONIX-PL Training Webinar #1 25 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…. Slide courtesy of Nathan Robertson, U. Maryland Law Library
  26. 26. October 3, 2013 ONIX-PL Training Webinar #1 26 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.” Slide courtesy of Nathan Robertson, U. Maryland Law Library
  27. 27. October 3, 2013 ONIX-PL Training Webinar #1 27 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… Slide courtesy of Nathan Robertson, U. Maryland Law Library
  28. 28. October 3, 2013 ONIX-PL Training Webinar #1 28 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
  29. 29. October 3, 2013 ONIX-PL Training Webinar #1 29 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
  30. 30. October 3, 2013 ONIX-PL Training Webinar #1 30 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
  31. 31. 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) October 3, 2013 ONIX-PL Training Webinar #1 31
  32. 32. Joint License Expression Working Group (LEWG) Joint NISO/EDItEUR/DLF/PLS Group Multiple tracks related to the same issue • ONIX-PL • Developed a mapping of ERMI terms to ONIX-PL • Promoting the use of license expression, adoption of ONIX-PL • Review terms and expand as needed • Planning a survey to assess the need for ongoing maintenance of ERMI data dictionary, other needs October 3, 2013 ONIX-PL Training Webinar #1 32
  33. 33. 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 October 3, 2013 ONIX-PL Training Webinar #1 33 • 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
  34. 34. ERMI Permission Encoding • Permitted (explicit) • Prohibited (explicit) • Permitted (interpreted) • Prohibited (interpreted) • Silent (no interpretation) • Not applicable October 3, 2013 ONIX-PL Training Webinar #1 34
  35. 35. Thoughts on prohibition October 3, 2013 ONIX-PL Training Webinar #1 35 http://www.flickr.com/photos/downtempo/147587189/
  36. 36. 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 October 3, 2013 ONIX-PL Training Webinar #1 36
  37. 37. What is ONIX-PL? October 3, 2013 ONIX-PL Training Webinar #1 37
  38. 38. 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 October 3, 2013 ONIX-PL Training Webinar #1 38
  39. 39. 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 October 3, 2013 ONIX-PL Training Webinar #1 39
  40. 40. Where does ONIX-PL stand? Available and ready to use • ONIX-PL format specification v1.0 – Schema released in November of 2008 • ONIX-PL Dictionary Issue 4 • OPLE Editing tools • Guidelines for ONIX-PL applications October 3, 2013 ONIX-PL Training Webinar #1 40
  41. 41. 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 October 3, 2013 ONIX-PL Training Webinar #1 41
  42. 42. Some thoughts on license expression Clearly, communicating license permissions and prohibitions to staff and users is difficult License expression is not a simple process Definite cost-benefits analysis needed Consider: – Desire for ambiguity versus clarity – The level of detail that your organization needs – ONIX-PL is not an enforcement mechanism – Issues impacting negotiation October 3, 2013 ONIX-PL Training Webinar #1 42
  43. 43. 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 October 3, 2013 ONIX-PL Training Webinar #1 43
  44. 44. 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? October 3, 2013 ONIX-PL Training Webinar #1 44
  45. 45. 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 October 3, 2013 ONIX-PL Training Webinar #1 45
  46. 46. 4-Part ONIX-PL Training • Today – An Introduction to Encoding a License in ONIX-PL • 2nd – Depositing an encoded license • 3rd – Extracting an ONIX-PL-encoded license and importing it into your ERMS • 4th – Tweaking the template to match your negotiated terms October 3, 2013 ONIX-PL Training Webinar #1 46
  47. 47. Additional Resources • ONIX-PL Home (EDItEUR website) http://tinyurl.com/ONIX-PL This page includes the format specification (ONIX-PL version 1.0) and a data dictionary, with plans on schema release, support tools (including OPLE). • ONIX-PL Working Group (NISO website) http://www.niso.org/workrooms/onixpl • NISO ONIX-PL Webinar Slides http://tinyurl.com/ONIX-PL-1 Slides from the September 10, 2008 webinar, "ONIX for Publications Licenses (ONIX-PL): Simplifying License Expression.” • NISO ONIX-PL Webinar Q&A http://tinyurl.com/ONIX-PL-2 October 3, 2013 ONIX-PL Training Webinar #1 47
  48. 48. Additional Resources (2) • The Importance of Linking Electronic Resources and Their Licence Terms: A Project to Implement ONIX for Licensing Terms for UK Academic Institutions http://tinyurl.com/ONIX-PL-3 Article by Brian Green and Liam Earney (Serials 20.3 [Nov. 2007]: 235-239). This article looks at the issues facing libraries as they seek to manage and communicate rights negotiated in an ever increasing number of licenses for online resources. • JISC ONIX-PL Website http://tinyurl.com/ONIX-PL-4 JISC Collections identified a priority requirement by UK academic libraries for about 80 existing licenses to be available in machine-readable form, with full representation of the license, including all clauses and usage rights expressed. JISC is using ONIX-PL and the OPLE editing tools to do this. • ONIX for Licensing Terms Description & FAQ http://tinyurl.com/ONIX-PL-5 • ONIX/ERMI Mapping & Encoding Format http://tinyurl.com/ONIX-PL-6 October 3, 2013 ONIX-PL Training Webinar #1 48
  49. 49. One very last thing… October 3, 2013 ONIX-PL Training Webinar #1 49 Image from Will Lion: http://www.flickr.com/photos/will-lion/2646213692/
  50. 50. Thank you! Todd Carpenter, Executive Director tcarpenter@niso.org National Information Standards Organization 3600 Clipper Mill Road, Suite 302 Baltimore, MD 21211 USA +1 (301) 654-2512 Fax: +1 (410) 685-5278 www.niso.org October 3, 2013 ONIX-PL Training Webinar #1 50
  51. 51. A tour of the ONIX-PL License Encoding Project… Selden Durgom Lamoureux E-Resources Librarian SDLinforms selden.lamoureux@gmail.com October 3, 2013 ONIX-PL Training Webinar #1 51
  52. 52. Included in the tour… • Introduction & Project Status • Steps involved in encoding • Live view of OPLE (ONIX-PL editor) • Questions October 3, 2013 ONIX-PL Training Webinar #1 52
  53. 53. Introduction and project status • Funded by Mellon in February 2013 • Project began in March • Training provided by David Martin at EDItEUR • Target of at least 30 licenses: 15 publisher license & 15 library/consortial model licenses • Early participants include: Elsevier, Nature Publishing Group, Springer, JSTOR, Duke University Press, Walter de Gruyter October 3, 2013 ONIX-PL Training Webinar #1 53
  54. 54. First step: Reaching out to publishers October 3, 2013 ONIX-PL Training Webinar #1 54
  55. 55. Step 2: the original license in editable text 4. Permitted Use and Prohibitions Authorized Users may download, save, and print articles from the Licensed Materials database for their own noncommercial educational and research use, but may not further disseminate these articles in their electronic form without express written permission from the Licensor. It is strictly prohibited for the Licensee to download copies of the entire database for any purpose without express written permission. The Licensee will exercise reasonable efforts to ensure that access to and use of the Licensed Materials is limited to Authorized Users. Provisions for sharing by the Licensee of the electronic versions of articles from the Licensed Materials with persons outside the Licensee’s campus or institution, or with other institutions affiliated with the Licensee, may be negotiated between the Licensor and the Licensee (with or without additional subscription fees being required by the Licensor). Any such amendments will not be valid unless attached in writing to this License Agreement. Interlibrary loan: Interlibrary loan: A hard copy printed from the electronic files of the Licensed Materials may be supplied to another institution by mail or fax or secure transmission using Ariel or its equivalent (whereby the electronic file is deleted immediately after printing). The supply of such copies must conform to CONTU (National Commission on New Technological Uses of Copyrighted Works) guidelines or similar restrictions to “fair use” provisions under copyright law. Coursepacks: Copies for course or research use that are supplied to the end user at no cost may be made without explicit permission or fee. Copies that are provided to the end user for a copying fee may not be made without payment of permission fees to the Licensor. October 3, 2013 ONIX-PL Training Webinar #1 55
  56. 56. Step 3: re-numbering 4. Permitted Use and Prohibitions 4.1 Authorized Users may download, save, and print articles from the Licensed Materials database for their own noncommercial educational and research use, but may not further disseminate these articles in their electronic form without express written permission from Licensor. 4.2 It is strictly prohibited for the Licensee to download copies of the entire database for any purpose without express written permission. 4.3 The Licensee will exercise reasonable efforts to ensure that access to and use of the Licensed Materials is limited to Authorized Users. 4.4 Provisions for sharing by the Licensee of the electronic versions of articles from the Licensed Materials with persons outside the Licensee’s campus or institution, or with other institutions affiliated with the Licensee, may be negotiated between the Licensor and the Licensee (with or without additional subscription fees being required by the Licensor). Any such amendments will not be valid unless attached in writing to this License Agreement. 4.5 Interlibrary loan: A hard copy printed from the electronic files of the Licensed Materials may be supplied to another institution by mail or fax or secure transmission using Ariel or its equivalent (whereby the electronic file is deleted immediately after printing). The supply of such copies must conform to CONTU (National Commission on New Technological Uses of Copyrighted Works) guidelines or similar restrictions to “fair use” provisions under copyright law. 4.6 Coursepacks: Copies for course or research use that are supplied to the end user at no cost may be made without explicit permission or fee. Copies that are provided to the end user for a copying fee may not be made without payment of permission fees to the Licensor. 4.7 Electronic reserves: Articles for course or research use that are supplied to the end user at no cost may be made without explicit permission or fee. Articles that are provided to the end user for a fee of any sort may not be made without payment of permission fees to the Licensor. E-reserves should be posted on a secure site accessible to class members only, and articles purged from the e-reserve system at the end of each semester. October 3, 2013 ONIX-PL Training Webinar #1 56
  57. 57. Next Steps: applying the ONIX-PL schema in OPLE October 3, 2013 ONIX-PL Training Webinar #1 57
  58. 58. (Usage Terms Continued…) October 3, 2013 ONIX-PL Training Webinar #1 58
  59. 59. And the last elements of section 4 (in General Terms) October 3, 2013 ONIX-PL Training Webinar #1 59
  60. 60. Summary View: What you MAY do October 3, 2013 ONIX-PL Training Webinar #1 60
  61. 61. Summary View: What you MAY NOT do October 3, 2013 ONIX-PL Training Webinar #1 61
  62. 62. XML View October 3, 2013 ONIX-PL Training Webinar #1 62
  63. 63. Live view of OPLE (ONIX-PL editor) October 3, 2013 ONIX-PL Training Webinar #1 63
  64. 64. Thank you! I welcome your questions, both now and via email! Selden Durgom Lamoureux E-Resources Librarian selden.lamoureux@gmail.com October 3, 2013 ONIX-PL Training Webinar #1 64
  65. 65. We look forward to seeing you at a future NISO training event. THANK YOU
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