Thorny issues in licensing


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Institutional view of negotiating licensing for different user groups, delivered at the joint Eduserv-JIBS User Group event in June 2010.

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  • Faculty Standard needed: Different Schools have minor variations in punctuation styles Link to information on plagiarism Students find the plethora of sources very confusing Complexity of source material – much harder to reference Cite them right Covers basic information about referencing and plagiarism Information clearly laid out and covers wide range of material Definitive source for students Inexpensive to buy Multiple copies available in the libraries Substantial changes only when guide goes into new edition Shortened version Available in all Student handbooks Available on the web: print or on-line use Can be easily updated and different formats included if required Can be made available to students on all modules via Blackboard CMS
  • Thorny issues in licensing

    1. 1. Thorny issues in licensing: an institution’s view Louise Cole Senior Information Advisor (Collections) Kingston University JIBS-Eduserv Seminar, Wednesday 16 June 2010
    2. 2. Summary What do licenses do? Interaction with ERM Partnerships: franchised Keeping the historical and validated record Joint courses Issues of interpretation Commercial partnerships Trends in how universities Alumni operate Walk-in users In the future … Distance learners Site definitions
    3. 3. What do licenses do? Set rules for who can use Model licenses generally … what they can do and have the same basic list how they can do it of clauses: • Licensor responsibilities … what they can’t do • Licensee responsibilities Provide an agreed • Security (who can use and contract for use between how) both parties • Payment • Terms and termination
    4. 4. Who … Current teaching, research and support staff on the University payroll or on honorary contracts Teaching staff teaching franchised or validated courses at other institutions Support staff (e.g. librarians) supporting students on franchised or validated programmes of study Students who are based at other institutions and following franchised or validated programmes UK or non-UK Alumni, start-up companies, commercial partnerships, academic partnerships, NHS …
    5. 5. Partnerships: franchised Where the University has designed a course and agrees that a partner college or other organisation can deliver it on their behalf Can be UK or international Can be with other universities, with further education colleges, with schools, with industry Students are registered at the awarding institution but wholly or partly taught elsewhere Have access to all the resources of the institution to which they are registered
    6. 6. Partnerships: validated Where the University agrees that a course designed and delivered by a partner college or other organisation meets the standards required for the award of a University qualification Can be UK or international Can be with other universities, with further education colleges, with schools, with industry Students are taught on programmes which lead to an award from another institution No access to awarding institution resources (except as walk-in users)
    7. 7. Joint courses University may co-run a course with another institution (sometimes another HE or FE institution) Some examples exist where courses are shared between more than one institution (and students are ‘home’ at one and have rights as student at the others); or even where a faculty is jointly operated between two institutions
    8. 8. Commercial partnerships Delivery of a course to a particular group of people in some form of industry or service outside of an educational establishment Teaching courses which are sponsored by money from commercial companies Students on placement in industry
    9. 9. Alumni • Students who have graduated but who are still affiliated to the university as external paid members • No longer ‘our students’ • Opportunities to offer them resource access as part of their membership
    10. 10. Walk-in users By far the largest group – and one covered by most licences as long as the user is within University or library property Can be anyone from a member of the NHS or a local college to a visiting member of the public Universities need to ensure authentication controls have been implemented to prevent access to material not licenced for walk-in users
    11. 11. Distance learners Students who are based wholly or partly away from the home institution May be based within the UK or abroad Usually taught within the home institution for a short period of time; otherwise taught by staff local to the institution in which they are based Students who are part-time and otherwise working within a variety of sectors including hospitals, schools and commercial companies
    12. 12. Site definitions …UK: Oxford University Press: US: American Academy of “In most cases, Oxford Journals define Pediatrics: a site as being within one metropolitan boundary i.e. within a city. So if all of “An “Institution” includes all parts of a your institutions buildings are within single organization that are located one city, you can apply for our within the same city and administered institutional site license”. centrally”.UK: BMJ Journals: US: IEEE: “Institutions that have more than one “We define a single site as one physical location located more than five geographic location (academic or non- (5) miles from another location, may academic) that is under a single incur additional charged to access the administration”. licensed products. Groups of buildings that share the same campus or are located within five (5) miles of each other will be counted as a single site”.
    13. 13. … and authorised usersOUP: IEEE: “All members (employees, faculty, staff “Authorized Users” are (a) persons and students) of the subscribing affiliated with Licensee as students, institution site are entitled to online faculty or employees of Licensee; (b) access … includes visitors …accessing persons physically present in via terminals located on the site and Licensees facilities; or (c) such other under the control of the subscribing persons as IEEE may, at the request of institution … includes members using Licensee and in IEEE’s sole discretion, their home computers … authenticated authorize in writing to access the by the institution via password Licensed Products”. controlled access to an institutional BMJ: proxy server, or via Athens”. “means full and part-time employees,AAP: staff, independent contractors and “persons with a current, authenticated students who are officially affiliated with affiliation to the subscribing Institution the Licensee at the Location valid …includes full- and part-time students Internet Protocol (“IP”) address(es) and employees …plus other individuals provided by the Licensee to Licensor or who have permission to use the public via remote access …” computers …”
    14. 14. Interaction with ERMs Most ERMs allow licence information to be input and shared with users through a public interface Licences should be made available in a more machine-readable format Licences should be less legalese and more user-friendly: many institutions do not have legal specialists dealing day-to-day with e- resource terms and conditions Reference to licence terms should be quick, easy, and searchable Model licensing – is this still the way to go? Inconsistency …
    15. 15. Keeping the historical record … What we had access to in a previous licence (content, perpetual access, holdings) Who had access (defined authorised user and what if this definition changes) From where (on- and off-campus, UK and non-UK) From when (backfile) How could they access (IP, password, Athens, Shibboleth, proxy) Why …
    16. 16. Issues of interpretation University says ‘these are our students as they are registered with us’; provider says ‘they are not’ University says ‘we are single site even though we maintain two campuses in different cities as they have one administration and one IP range’; provider says ‘no you are not’ University says ‘access is available to staff teaching on our course at another university’; provider says ‘it isn’t’ University says that joint courses should mean joint provision of resources; provider says ‘it should not’
    17. 17. Trends in how universities operate Overseas campuses (Nottingham – China) Overseas partnerships (Kingston – Greece) Partnerships with industry (Manchester – pharmaceuticals) Partnerships across sectors (HE/FE) Joint initiatives linking universities together (Bristol – Bath – Rolls- Royce) Courses validated for the armed forces (Newcastle and MoD) CPD and lifelong learning Partnerships with local businesses Partnerships with public libraries and museums
    18. 18. In the future … As universities compete for students partnership arrangements will be the way forward Alumni and other external members will require enhanced access to resources (especially in a print to e shift) Every university will explore further innovation in its strategic development: will licences be able to support this in terms of resource provision?