Current developmentsin setting standards for rights & licensing and     sales metadata        Sebastian Posth           @s...
Overview▪ Ebook publishing▪ Metadata &▪ „Chain of title“ (information supply chain)	 ▪ Digital rights & licensing informat...
* Two directions of digital information „flow“                                     © 2011 @sposth
Chain of Title (Information Supply Chain)Author/Agent                        Retailer/Customervia   → Publisher → Distribu...
Sales Reports (Information Supply Chain)Author/Agent                       Retailer/Customervia   ← Publisher ← Distributo...
Information Supply ChainAuthor/Agent                      Retailer/Customer   Publisher ↔ Distributor/Aggregator ↔ Wholesa...
* Very complex!                  © 2011 @sposth
Information Supply ChainAuthor/Agent          Retailer/Customer  Publisher                Aggregator       Distributor   W...
Complexity in Ebook Publishing▪ New business▪ New business relations  (market participants & companies)▪ New, digital medi...
Print – First sale doctrine(Exhaustion principle/Erschöpfungsgrundsatz)* Right holders rights ends  once ownership of a ph...
Ebook – Chain of Title▪ Chain of successive ...▪ And corresponding rights assignments                                  © 2...
Chain of Title (Information supply chain)Author/Agent                      Retailer/Customer     Publisher ↔ Distributor/A...
Chain of Title (Information supply chain)Author/Agent             Retailer/Customer   Publisher                 Aggregator...
Needed▪ Precise specification of rights information▪ Professional rights & contract administration                        ...
Complexity▪ Inappropriate software tools▪ Inappropriate workflows  (optimized for print publishing)▪ Publishers faced with...
* Standards .. help!                       © 2011 @sposth
* In fact .. Standards pay off!                                  © 2011 @sposth
Standards▪ Prevent mistakes▪ Enhance efficiency and profitability▪ Allow for machine-readable processing                  ...
* Unfortunately ..                     © 2011 @sposth
* Standards cannot simply be prescribed                                   © 2011 @sposth
* A lot of work to get somewhere  when dealing with standardization ...                                     © 2011 @sposth
A lot of work▪ Creating a structural framework  for organizing information (onthology)	 ▪ Defining a vocabulary/language	 ...
* Two working groups                       © 2011 @sposth
Two Working Groups1. Rights Committee’s Communication    Working Group (BISG)	2. Working Group „AG PRO“ of the	 German Pub...
* 	 Rights Committee’s Communication      Working Group (BISG)                                    © 2011 @sposth
* Special thanks to Emily Williams!                                      © 2011 @sposth
BISG RC Communications Working Group▪ „Rights Controlled Vocabulary“▪ Primary project of the BISG  Rights Committee’s  Com...
BISG RC Communications Working Group▪ Representatives from publishers, like  Pearson, Random House, Hachette, Wiley▪ Agenc...
BISGAuthor/Agent                       Retailer/Customer     → Publisher → Distributor/Aggregator → WholesalerFocus: Probl...
Chain of Title (Information Supply Chain)Author/Agent            Retailer/Customer   Publisher                 Aggregator ...
Focus: Rights Controlled VocabularyAuthor/Agent          Retailer/Customer  Publisher                Aggregator       Dist...
Focus: Rights Controlled VocabularyAuthor/Agent          Retailer/Customer  Publisher                Aggregator       Dist...
* Example            © 2011 @sposth
* If you have the following situation:                                         © 2011 @sposth
An author,Who holds the rights to an ebook,Sells these rights to a publisher,That may offer it for sale,In German Language...
The ebook is a full text,With images and tables,Aiming at a professionals market,And sales via educational institutions.Th...
* You have to define the following:                                      © 2011 @sposth
Rights Holder,Rights Status,Rights Buyer,Language,Territory,                 © 2011 @sposth
Content,Format,Market,Sales Channel,Duration &Payment terms.                 © 2011 @sposth
BISG▪ Identification of basic components  of rights deals▪ Offer description of these components                          ...
Rights Controlled Vocabulary▪ Vocabulary, based on existing standards  (where possible)	   ▪ ISO Standards used for Langua...
* „Rights Controlled Vocabulary“ Standard?                                   © 2011 @sposth
BISG▪ „Controlled Vocabulary“ not yet a standard▪ But might develop to a standard                                    © 201...
Next steps BISG?▪ Pilot projects:	 ▪ Domestic Rights & Royalty Reporting	 ▪ International Rights & Royalty Reporting* Furt...
* Working Group „AG PRO“ of the German	 Publishers and Booksellers Association	 (Börsenverein)                            ...
Working Group AG PROAuthor/Agent                     Retailer/Customer    ← Publisher ← Distributor/Aggregator ← Wholesale...
Sales Reports (Information Supply Chain)Author/Agent            Retailer/Customer   Publisher                Aggregator   ...
Sales Reports (Information Supply Chain)Author/Agent            Retailer/Customer   Publisher                Aggregator   ...
Working Group AG PRO▪ Initial Meetings Early 2010▪ Group of representatives of publishers,  wholesalers and booksellers   ...
Working Group AG PRO▪ Publishers, like Random House,  Holtzbrinck/MacMillan▪ Distributors, like KNO-VA, VVA/BIC-  Media, H...
Issues of Current Sales Reporting▪ Individual, proprietary XLS, CSV-files  from every retailer (even PDF)▪ Reports sent vi...
Issues of Current Sales Reporting▪ Manual accounting▪ Related issues: Royalty settlement                                  ...
* At a certain point – Standards get inevitable!                                      © 2011 @sposth
* Example            © 2011 @sposth             © 2011 @sposth
* If you have the following situation:                                         © 2011 @sposth
A retailer,Is reporting sales,For a certain month,To a publisher,With whom he has an agency agreement.                    ...
The title with the ISBN 4711,Has been sold in EPUB format,Via a certain ebook-shop,47 times.                              ...
The ebook was purchased for download,By German customers,For a fixed retail price of 9,99 EUR,Incl. 19% VAT.2 Cancellation...
Calculating the agreed discount,The amount due to publisher (Net.)Remains 5,88 EUR.+ Info whether sales shall be creditedo...
* You have to define the following:                                      © 2011 @sposth
Sales period & dates,Seller, shop & publisher parties,Product IDs,Product formats,Pricing details,                        ...
Discounts,Amounts Due To Publishers,Monetary Amount,Currency/Country,Tax, VAT.                             © 2011 @sposth
Working Group AG PRO▪ Identification of basic components  of sales reports▪ Offer specification & description  of these co...
Working Group AG PRO▪ Based on existing standards	   ▪ EDItX XML Sales Report Version 1.1 (EDItEUR)                       ...
Results Working Group AG PRO▪ EDItX already in use (Holtzbrinck/HGV)▪ EDItX further being introduced to market    (Bertels...
Next Steps▪ Recommendation by the AG PRO of the  German Publishers and Booksellers  Association (Börsenverein):	 „AG PRO s...
Next Steps▪ Further talks with standardizing  organizations (EDItEUR, GS1)▪ Provide technical details  „EDItX-XML Best Pra...
Summery* Machine-readable standards for the  communication of rights and sales  information are indispensable for the  pro...
Thanks!    Sebastian Posth        @sposthsebastian.posth@a2ep.de   +49 170 201 7001                      © 2011 @sposth
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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)

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

  1. 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. 2. Overview▪ Ebook publishing▪ Metadata &▪ „Chain of title“ (information supply chain) ▪ Digital rights & licensing information ▪ Transfer of sales information © 2011 @sposth © 2011 @sposth
  3. 3. * Two directions of digital information „flow“ © 2011 @sposth
  4. 4. Chain of Title (Information Supply Chain)Author/Agent Retailer/Customervia → Publisher → Distributor/Aggregator → Wholesaler © 2011 @sposth
  5. 5. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customervia ← Publisher ← Distributor/Aggregator ← Wholesaler © 2011 @sposth
  6. 6. Information Supply ChainAuthor/Agent Retailer/Customer Publisher ↔ Distributor/Aggregator ↔ Wholesaler © 2011 @sposth
  7. 7. * Very complex! © 2011 @sposth
  8. 8. Information Supply ChainAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  9. 9. Complexity in Ebook Publishing▪ New business▪ New business relations (market participants & companies)▪ New, digital media▪ New legal framework © 2011 @sposth
  10. 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. 11. Ebook – Chain of Title▪ Chain of successive ...▪ And corresponding rights assignments © 2011 @sposth
  12. 12. Chain of Title (Information supply chain)Author/Agent Retailer/Customer Publisher ↔ Distributor/Aggregator ↔ Wholesaler © 2011 @sposth
  13. 13. Chain of Title (Information supply chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  14. 14. Needed▪ Precise specification of rights information▪ Professional rights & contract administration © 2011 @sposth
  15. 15. Complexity▪ Inappropriate software tools▪ Inappropriate workflows (optimized for print publishing)▪ Publishers faced with new business demands & challenges © 2011 @sposth
  16. 16. * Standards .. help! © 2011 @sposth
  17. 17. * In fact .. Standards pay off! © 2011 @sposth
  18. 18. Standards▪ Prevent mistakes▪ Enhance efficiency and profitability▪ Allow for machine-readable processing © 2011 @sposth
  19. 19. * Unfortunately .. © 2011 @sposth
  20. 20. * Standards cannot simply be prescribed © 2011 @sposth
  21. 21. * A lot of work to get somewhere when dealing with standardization ... © 2011 @sposth
  22. 22. A lot of work▪ Creating a structural framework for organizing information (onthology) ▪ Defining a vocabulary/language ▪ Detailed specification of elements © 2011 @sposth
  23. 23. * Two working groups © 2011 @sposth
  24. 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. 25. * Rights Committee’s Communication Working Group (BISG) © 2011 @sposth
  26. 26. * Special thanks to Emily Williams! © 2011 @sposth
  27. 27. BISG RC Communications Working Group▪ „Rights Controlled Vocabulary“▪ Primary project of the BISG Rights Committee’s Communications Working Group © 2011 @sposth
  28. 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. 29. BISGAuthor/Agent Retailer/Customer → Publisher → Distributor/Aggregator → WholesalerFocus: Problem of communication of rights & licensing information © 2011 @sposth
  30. 30. Chain of Title (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  31. 31. Focus: Rights Controlled VocabularyAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  32. 32. Focus: Rights Controlled VocabularyAuthor/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  33. 33. * Example © 2011 @sposth
  34. 34. * If you have the following situation: © 2011 @sposth
  35. 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. 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. 37. * You have to define the following: © 2011 @sposth
  38. 38. Rights Holder,Rights Status,Rights Buyer,Language,Territory, © 2011 @sposth
  39. 39. Content,Format,Market,Sales Channel,Duration &Payment terms. © 2011 @sposth
  40. 40. BISG▪ Identification of basic components of rights deals▪ Offer description of these components © 2011 @sposth
  41. 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. 42. * „Rights Controlled Vocabulary“ Standard? © 2011 @sposth
  43. 43. BISG▪ „Controlled Vocabulary“ not yet a standard▪ But might develop to a standard © 2011 @sposth
  44. 44. Next steps BISG?▪ Pilot projects: ▪ Domestic Rights & Royalty Reporting ▪ International Rights & Royalty Reporting* Further Information on www.bisg.org © 2011 @sposth
  45. 45. * Working Group „AG PRO“ of the German Publishers and Booksellers Association (Börsenverein) © 2011 @sposth
  46. 46. Working Group AG PROAuthor/Agent Retailer/Customer ← Publisher ← Distributor/Aggregator ← WholesalerFocus: Reporting and accounting of sales information © 2011 @sposth
  47. 47. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  48. 48. Sales Reports (Information Supply Chain)Author/Agent Retailer/Customer Publisher Aggregator Distributor Wholesaler © 2011 @sposth
  49. 49. Working Group AG PRO▪ Initial Meetings Early 2010▪ Group of representatives of publishers, wholesalers and booksellers © 2011 @sposth
  50. 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. 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. 52. Issues of Current Sales Reporting▪ Manual accounting▪ Related issues: Royalty settlement © 2011 @sposth
  53. 53. * At a certain point – Standards get inevitable! © 2011 @sposth
  54. 54. * Example © 2011 @sposth © 2011 @sposth
  55. 55. * If you have the following situation: © 2011 @sposth
  56. 56. A retailer,Is reporting sales,For a certain month,To a publisher,With whom he has an agency agreement. © 2011 @sposth
  57. 57. The title with the ISBN 4711,Has been sold in EPUB format,Via a certain ebook-shop,47 times. © 2011 @sposth
  58. 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. 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. 60. * You have to define the following: © 2011 @sposth
  61. 61. Sales period & dates,Seller, shop & publisher parties,Product IDs,Product formats,Pricing details, © 2011 @sposth
  62. 62. Discounts,Amounts Due To Publishers,Monetary Amount,Currency/Country,Tax, VAT. © 2011 @sposth
  63. 63. Working Group AG PRO▪ Identification of basic components of sales reports▪ Offer specification & description of these components © 2011 @sposth
  64. 64. Working Group AG PRO▪ Based on existing standards ▪ EDItX XML Sales Report Version 1.1 (EDItEUR) © 2011 @sposth
  65. 65. Results Working Group AG PRO▪ EDItX already in use (Holtzbrinck/HGV)▪ EDItX further being introduced to market (Bertelsmann/VVA & others) © 2011 @sposth
  66. 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. 67. Next Steps▪ Further talks with standardizing organizations (EDItEUR, GS1)▪ Provide technical details „EDItX-XML Best Practice Guide“ © 2011 @sposth
  68. 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. 69. Thanks! Sebastian Posth @sposthsebastian.posth@a2ep.de +49 170 201 7001 © 2011 @sposth

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