Current developments in setting standards for rights & licensing and sales metadata

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Sebastian Posth at O'Reilly's Tools of Change Conference, Frankfurt 2011 (TOC)

Sebastian Posth at O'Reilly's Tools of Change Conference, Frankfurt 2011 (TOC)

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  • 1. Current developmentsin setting standards for rights & licensing and sales metadata Sebastian Posth @sposth Tools of Change Frankfurt Conference 11 October 2011 © 2011 @sposth
  • 2. Overview▪ Ebook publishing▪ Metadata &▪ „Chain of title“ (information supply chain) ▪ Digital rights & licensing information ▪ Transfer of sales information © 2011 @sposth © 2011 @sposth
  • 3. * Two directions of digital information „flow“ © 2011 @sposth
  • 4. Chain of Title (Information Supply Chain)Author/Agent Retailer/Customervia → Publisher → Distributor/Aggregator → Wholesaler © 2011 @sposth
  • 5. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customervia ← Publisher ← Distributor/Aggregator ← Wholesaler © 2011 @sposth
  • 6. Information Supply ChainAuthor/Agent Retailer/Customer Publisher ↔ Distributor/Aggregator ↔ Wholesaler © 2011 @sposth
  • 7. * Very complex! © 2011 @sposth
  • 8. Information Supply ChainAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 9. Complexity in Ebook Publishing▪ New business▪ New business relations (market participants & companies)▪ New, digital media▪ New legal framework © 2011 @sposth
  • 10. Print – First sale doctrine(Exhaustion principle/Erschöpfungsgrundsatz)* Right holders rights ends once ownership of a physical copy has passed to someone else. (Selling, lending, giving away ...) © 2011 @sposth
  • 11. Ebook – Chain of Title▪ Chain of successive ...▪ And corresponding rights assignments © 2011 @sposth
  • 12. Chain of Title (Information supply chain)Author/Agent Retailer/Customer Publisher ↔ Distributor/Aggregator ↔ Wholesaler © 2011 @sposth
  • 13. Chain of Title (Information supply chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 14. Needed▪ Precise specification of rights information▪ Professional rights & contract administration © 2011 @sposth
  • 15. Complexity▪ Inappropriate software tools▪ Inappropriate workflows (optimized for print publishing)▪ Publishers faced with new business demands & challenges © 2011 @sposth
  • 16. * Standards .. help! © 2011 @sposth
  • 17. * In fact .. Standards pay off! © 2011 @sposth
  • 18. Standards▪ Prevent mistakes▪ Enhance efficiency and profitability▪ Allow for machine-readable processing © 2011 @sposth
  • 19. * Unfortunately .. © 2011 @sposth
  • 20. * Standards cannot simply be prescribed © 2011 @sposth
  • 21. * A lot of work to get somewhere when dealing with standardization ... © 2011 @sposth
  • 22. A lot of work▪ Creating a structural framework for organizing information (onthology) ▪ Defining a vocabulary/language ▪ Detailed specification of elements © 2011 @sposth
  • 23. * Two working groups © 2011 @sposth
  • 24. Two Working Groups1. Rights Committee’s Communication Working Group (BISG) 2. Working Group „AG PRO“ of the German Publishers and Booksellers Association (Börsenverein) © 2011 @sposth
  • 25. * Rights Committee’s Communication Working Group (BISG) © 2011 @sposth
  • 26. * Special thanks to Emily Williams! © 2011 @sposth
  • 27. BISG RC Communications Working Group▪ „Rights Controlled Vocabulary“▪ Primary project of the BISG Rights Committee’s Communications Working Group © 2011 @sposth
  • 28. BISG RC Communications Working Group▪ Representatives from publishers, like Pearson, Random House, Hachette, Wiley▪ Agencies, like Curtis Brown, Sensible Solutions▪ Companies, like CCC, Newgen © 2011 @sposth
  • 29. BISGAuthor/Agent Retailer/Customer → Publisher → Distributor/Aggregator → WholesalerFocus: Problem of communication of rights & licensing information © 2011 @sposth
  • 30. Chain of Title (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 31. Focus: Rights Controlled VocabularyAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 32. Focus: Rights Controlled VocabularyAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 33. * Example © 2011 @sposth
  • 34. * If you have the following situation: © 2011 @sposth
  • 35. An author,Who holds the rights to an ebook,Sells these rights to a publisher,That may offer it for sale,In German Language,In Europe. © 2011 @sposth
  • 36. The ebook is a full text,With images and tables,Aiming at a professionals market,And sales via educational institutions.The rights do not expire.The author is paid,When units are sold. © 2011 @sposth
  • 37. * You have to define the following: © 2011 @sposth
  • 38. Rights Holder,Rights Status,Rights Buyer,Language,Territory, © 2011 @sposth
  • 39. Content,Format,Market,Sales Channel,Duration &Payment terms. © 2011 @sposth
  • 40. BISG▪ Identification of basic components of rights deals▪ Offer description of these components © 2011 @sposth
  • 41. Rights Controlled Vocabulary▪ Vocabulary, based on existing standards (where possible) ▪ ISO Standards used for Language & Territory ▪ ONIX for Books Product Form List 150 mapped to format category © 2011 @sposth
  • 42. * „Rights Controlled Vocabulary“ Standard? © 2011 @sposth
  • 43. BISG▪ „Controlled Vocabulary“ not yet a standard▪ But might develop to a standard © 2011 @sposth
  • 44. Next steps BISG?▪ Pilot projects: ▪ Domestic Rights & Royalty Reporting ▪ International Rights & Royalty Reporting* Further Information on www.bisg.org © 2011 @sposth
  • 45. * Working Group „AG PRO“ of the German Publishers and Booksellers Association (Börsenverein) © 2011 @sposth
  • 46. Working Group AG PROAuthor/Agent Retailer/Customer ← Publisher ← Distributor/Aggregator ← WholesalerFocus: Reporting and accounting of sales information © 2011 @sposth
  • 47. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 48. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  • 49. Working Group AG PRO▪ Initial Meetings Early 2010▪ Group of representatives of publishers, wholesalers and booksellers © 2011 @sposth
  • 50. Working Group AG PRO▪ Publishers, like Random House, Holtzbrinck/MacMillan▪ Distributors, like KNO-VA, VVA/BIC- Media, HGV, A2 Electronic Publishing▪ Wholesalers & Shops, like Libri, Ciando © 2011 @sposth
  • 51. Issues of Current Sales Reporting▪ Individual, proprietary XLS, CSV-files from every retailer (even PDF)▪ Reports sent via email, downloadable via HTTP, transferred via FTP © 2011 @sposth
  • 52. Issues of Current Sales Reporting▪ Manual accounting▪ Related issues: Royalty settlement © 2011 @sposth
  • 53. * At a certain point – Standards get inevitable! © 2011 @sposth
  • 54. * Example © 2011 @sposth © 2011 @sposth
  • 55. * If you have the following situation: © 2011 @sposth
  • 56. A retailer,Is reporting sales,For a certain month,To a publisher,With whom he has an agency agreement. © 2011 @sposth
  • 57. The title with the ISBN 4711,Has been sold in EPUB format,Via a certain ebook-shop,47 times. © 2011 @sposth
  • 58. The ebook was purchased for download,By German customers,For a fixed retail price of 9,99 EUR,Incl. 19% VAT.2 Cancellations. © 2011 @sposth
  • 59. Calculating the agreed discount,The amount due to publisher (Net.)Remains 5,88 EUR.+ Info whether sales shall be creditedor the retailer will be invoiced? © 2011 @sposth
  • 60. * You have to define the following: © 2011 @sposth
  • 61. Sales period & dates,Seller, shop & publisher parties,Product IDs,Product formats,Pricing details, © 2011 @sposth
  • 62. Discounts,Amounts Due To Publishers,Monetary Amount,Currency/Country,Tax, VAT. © 2011 @sposth
  • 63. Working Group AG PRO▪ Identification of basic components of sales reports▪ Offer specification & description of these components © 2011 @sposth
  • 64. Working Group AG PRO▪ Based on existing standards ▪ EDItX XML Sales Report Version 1.1 (EDItEUR) © 2011 @sposth
  • 65. Results Working Group AG PRO▪ EDItX already in use (Holtzbrinck/HGV)▪ EDItX further being introduced to market (Bertelsmann/VVA & others) © 2011 @sposth
  • 66. Next Steps▪ Recommendation by the AG PRO of the German Publishers and Booksellers Association (Börsenverein): „AG PRO strongly recommends the use of EDItX-XML for sales reporting for ebooks between all market participants“ © 2011 @sposth
  • 67. Next Steps▪ Further talks with standardizing organizations (EDItEUR, GS1)▪ Provide technical details „EDItX-XML Best Practice Guide“ © 2011 @sposth
  • 68. Summery* Machine-readable standards for the communication of rights and sales information are indispensable for the professionalization of the ebook market! © 2011 @sposth
  • 69. Thanks! Sebastian Posth @sposthsebastian.posth@a2ep.de +49 170 201 7001 © 2011 @sposth