An overview of the new CLA higher education


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Prepared for several external and internal training events. Provides an overview of the main changes to the CLA Licence

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  • Copies have been sent out to all HEIs – so if yours has no received it, please contact CLA! The full new licence can be found on the CLA website along with new and updated support material. There is only one licence – this now includes digital to digital copying alongside scanning and printing. Changes include: Extension to the repertoire (new territories and new publishers).“British Library issue” is now resolved over supply of digital originals (but there are some publishers outside the HESS agreement – CLA undertook to ‘narrow the gap’ and give us an update on which publishers were involved)Digital – opt in, Scanning and photocopying – opt out (this remains)CCC – US publishers is opt in Digital element covers two types of works - e-journals and ebooks but also websites (separate list)For websites, some guidance on how much can be copied ((3.3.3 of licence)New User Guidelines will be available and new website (  
  • So what follows from the move to ‘one licence’ is that is that there will be an increase in the licence fee for those on the ‘basic licence’. Small decrease for those who were on the Comprehensive licence. Prices – For the former a 15 pence increase for per FTE. New Fee per FTE £7.04 – this is fixed for three years but will go up annually because of RPI. (There is also an increase to the amount charged for “the full time equivalent number of staff funded from the commercial income of the licensee” see 6.1.2 of licence)  RPI will be added, but capped and collared so it can’t go above 4%, but can’t fall below 2%.(The licence fee is also subject to VAT)Fixed three year term to licence, so it is not intended there will be major negotiations on the licence shape during this period nor price, but that said:There are still the License Operation working group and SDWG continuing to meet to discuss on going issues.
  • Spreadsheet will remain and if you use Packtracker and other reporting tools they will no doubt take into account these changes – output will change very little. (CLA have just announced that “If you previously had the Basic Licence it is exactly the same spreadsheet but you now have the option to use source code ‘D’ for digital re-use; if you had a CDL licence it is identical to the previous CDL digital copy record form.”)Reporting annually on new items only (not renewals)Every 3 years to do a full report (sampling so you may have to do a full report this year)
  • Minor changesDefinition of 'authorised persons' at s.1 of licence.4.3.2 (B) I think we are OK with this ‘appropriate controls’ do not have to be ‘technical’?
  • An overview of the new CLA higher education

    1. 1. An overview of the New CLA Higher Education Licence Jane Secker UUK Copyright Working Group
    2. 2. Now includes digital to digital copying alongside scanning and photocopying (resolved British Library issue) Extension to the repertoire: new territories and publishers (ha!) Digital element also now covers websites New user guidelines and new higher education website The New Licence
    3. 3. For most institutions there is an increase in the price Small decrease for those on Comprehensive licence £7.04 per FTE (fixed apart from RPI) Small increase on fee charged for staff funded from commercial income RPI is capped and collared Fixed three year term but two working groups will continue to meet Surveys and Data Working Group Licence Operation Working Group The fee
    4. 4. A series of unresolved issues between both sides are covered in a Side Letter that accompanies the licence including: RPI (replace with CPI or should there be one?) Overseas distance learners NCB students and how the data is collected Disembedded images Retention of digital copies – if works appear on the excluded list part way through the term of licence – currently have to remove, but reviewing Extent limits (for items such as poems and anthologies) These are to be discussed during the licence and where possible solutions sought Unresolved issues
    5. 5. Spreadsheet remains (as modified by SDWG) Very little changes if you use Packtracker or other reporting tools From 2014 there will be sample reporting – so institutions will report annually on new items only Every 3 years will do a full report to include renewals as well as new scans New reporting requirements
    6. 6. Amended definition of ‘authorised persons’ Need to restrict access to the scans by ‘appropriate controls’ not technical means Digital component coverage of US publishers is opt in Scanning and photocopying is opt out so lists are different Adding cover sheets to digital originals – not required if already have a ‘copyright notice’ CLA Look up tool and reliability issues Other issues to consider
    7. 7. Jane Secker Also don’t forget to sign up to LIS-COPYSEEK@JISCMAIL.AC.UK Further details at: conditions/ Thanks for listening
    8. 8. Will you make use of the digital part of the licence? How will you manage this in practice? Who will make the copies and be authorised? Are you going to advertise the changes to the licence, e.g. the option to use digital originals? Will items be copied under the new CLA licence or the specific licence that comes with most e-journals/e-books? If this is not consistent, what will that do to the figures? How useful will the new ‘look up tool’ be? Will anyone will use of the ability to 'copy' from websites? Do you think reporting only new items will make things easier? Adapting to the new licence - questions we asked of users….