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Using computing power to replace lawyers-advances in licensing and access


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Students and researchers need access to more content than ever before. However, the demise of the big deals and the rise of new purchasing models have added complexity to licensing and legal frameworks. The iTunes model has shown that most users prefer an easy purchase/access method to piracy, and advances in computing power are using smart rules-based systems to replace lawyers. Learn how to get the most out of your licensed content and how to provide simplified access for coursepacks and library reserves. Learn how to reduce your legal liability through license integration with your LMS. Let’s get the lawyers out of the picture, so that professors and students can access content quickly and efficiently.


Tim Bowen
Director, Academic Products & Services, Copyright Clearance Center

Tim Bowen is the Director of Academic Products & Services at Copyright Clearance Center (CCC) in Danvers, Massachusetts. He joined Copyright Clearance Center in 2003 and is responsible for the development and management of CCC's pay-per use and annual licensing services for academic institutions as well as CCC’s newest product, Get It Now. Mr. Bowen has over 20 years of product management, product marketing, and channels marketing experience. Previously, he worked at Genuity, Cabletron Systems, Digital Equipment Corporation, and Nashua Corporation. He holds a BS in business administration–marketing from Plymouth State University and an MBA from Southern New Hampshire University.

Mimi Calter
Assistant University Librarian & Chief of Staff, Stanford University Libraries

I manage copyright issues for the Stanford University Libraries, including our annual copyright reminder to all students and faculty. I also supervise our facilities department, so I wear a lot of hats. When I'm not at work (and occasionally even when I am), I'm a birder. I'm looking forward to exploring the avifauna of Buffalo.

Franny Lee
Co-Founder, SIPX

Franny is Co-Founder and VP, University Relations and Product Development of SIPX, Inc. (formerly the Stanford Intellectual Property Exchange). Originally a composer and jazz musician, Franny Lee was drawn to the fields of copyright and digital communication by experiencing firsthand its effect on the music industry. She has worked on these complex issues from many perspectives for over 10 years. Franny is a lawyer in the US and Canada, and litigated digital rights and Internet questions in the entertainment, media and communications industries. Her work included creating national copyright royalty tariffs before specialty copyright courts, and litigating decision appeals to higher courts. Franny clerked for the Copyright Board of Canada in copyright collective certification proceedings and orphan works applications, and consulted for the Board on research issues, policy initiatives and administration of copyright collecting societies. She holds a Master of Laws degree in Law,

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Using computing power to replace lawyers-advances in licensing and access

  1. 1. Using Computing Power to Replace Lawyers:Advances in Licensing and Access

NASIG Annual Conference
Buffalo, New York
June 8, 2013!
  2. 2. Issues in Library Licensing &AccessNASIG Annual Conference8 June 2013 Mimi Calter AUL & Chief of Staff Stanford University Libraries
  3. 3. Stanford Library licenses lots of content> 600 content-related contractsto be managed!
  4. 4. That content is used in lots of ways
  5. 5. SUL has a role in © education on campusso we have a high standard for our own compliance
  6. 6. Typical issues• Staff want to know– Can we use abstracts from this database inCAP profiles?– Can this electronic resource be used for textmining?– Is this resource preserved for the long term?• Users want © to be simple– Linking out is extra effort– Electronic versions aren’t always available– How do I link to an ebook chapter?
  7. 7. What is SUL doing?• Lot’s of © education!– Annual e-mail reminder• Includes MOOC guidelines this year– Direct outreach when we find problems– Presentations to targeted groups• Systematizing where possible– CourseWork builds in © checks• VPOL has implemented © review forMOOC content
  8. 8. 8!Using Computing Power to Replace Lawyers:Advances in Licensing and Access"Franny Lee!Co-Founder, VP University Relations and Product Development!!!@SIPXCopyright!
  9. 9. 9!Many New Initiatives in Higher Ed"•  ONIX-PL (Editeur)!•  GoKB (Kuali OLE)!•  KB+ (JISC)!•  WorldShare (OCLC)!•  360 ResourceManager (SerialsSolutions)!•  SIPX!•  CCC RightSphere!•  …!Organize legal provisions!!Automate contracts and data!!Standardize legal terms!!!!Translating part or all of legal contracts intocomputable form!© 2013 SIPX, Inc.!June 8, 2013!
  10. 10. 10!Legal Informatics Context"•  Began as Stanford IntellectualProperty Exchange researchproject!•  Broad vision to create a copyrightmarketplace!•  Understood copyright challengesin higher education firsthand!•  Built and tested actual system atStanford (launched 4/11)!•  Spinout of university researchbased on Stanford-licensed IP!•  Venture- and institution-backedcompany headquartered in PaloAlto, CA, incorporated in 2012!•  Early-stage business rapidlygaining content partners andhigher education customers!Background!Same Singular Focus = !©Today!codex© 2013 SIPX, Inc.!June 8, 2013!
  11. 11. 11!Today’s Copyright Permissions Maze"Educator  Student  Publishers  and  Creators  Public  Domain  HathiTrust  #*¥?!    Can’t  figure  out  condi@ons  of  use  ^*@#?!  Can’t  find  the  owner!  #%&?!  What  can  I  use?  Is  there  an  open  version?  #%$?!  Too  expensive!    #@??  Where  is  my  content  going?  ?&@?  Can  I  put  this  online?  #%&?!  Permission  denied!?  @?#$?  Which  subscrip@ons  maNer  most?  @!#$?  Legal  liability?  Crea@ve  Commons  Copyright  Agents  Librarian  Schools  and  Libraries  MOOC  Provider  #*@?!  Is  this  fair  use?  /%$&?!  I  have  to  pay  for  the  whole  class!?  © 2013 SIPX, Inc.!June 8, 2013!
  12. 12. 12!What Can We Connect and Automate?"Educator   Student  Publisher  and  Creator  Librarian  •  Too  many  data  sources  •  Complex  &  confusing  processes  •  High  cost  &  inefficiency  •  Time  delays  •  Lower  quality  of  educa@on  •  Risk  and  liability  Showcase  value  and  maximize  use  of  subscrip@ons?    Get  convenient  access  at  the  lowest  possible  cost?  Prepare  quality  and  affordable  readings  easily?  Offer  content  and  understand  use?  © 2013 SIPX, Inc.!June 8, 2013!
  13. 13. 13!Missing Components"q  Create micro-transaction options and pay-per-usemechanisms!q  Link critical information like library subscriptions to thetools professors use to give readings to students!+   +  Locate  actual  digital  content  or  accept  instructor  upload  Copyright  analysis,  including  condi5ons  of  use,  school  holdings,  pricing  Deliver  these  real-­‐5me  results  into  content  distribu5on  streams  Networked technology improves transparency,communication and efficiency between stakeholders!© 2013 SIPX, Inc.!June 8, 2013!
  14. 14. 14!One Networked End-to-End Solution"Educator   Student  Librarian  MOOC  Provider  Copyright  Agents  Open  Sources  (HathiTrust,  Crea@ve  Commons)  Schools  and  Libraries  System  Principles  •  Transparent  •  Automated  •  Cost  effec@ve  •  Easy  to  use  •  Works  within  exis@ng  infrastructure  Publishers  and  Creators  © 2013 SIPX, Inc.!June 8, 2013!
  15. 15. 15!SIPX’s copyright-intelligent links give userscontextually appropriate access and pricing, withno need to re-train faculty and students!© 2013 SIPX, Inc."June 8, 2013"SIPX in LMS Use"
  16. 16. 16!LEARNING  MANAGEMENT  SYSTEM  The Educator Perspective - LMS"Educator  Reports  back  detailed  aggregated  use  Op@on  to  add  own  work  to  SIPX  system  Reading  List  1  ___________  2  ___________  3  ___________  4  ___________  5  ___________  Select  content  and  compile  reading  list  for  course  –  from  open,  library-­‐subscribed,  or  pay-­‐per-­‐use  sources  Instructors add readings into their regular LMS as usual. A simple keywordsearch bypasses the historically frustrating copyright process. Search resultspresent open, library-licensed and pay-per-use content. Schools can choose toactivate a fair use toggle for instructors.!© 2013 SIPX, Inc.!June 8, 2013!
  17. 17. 17!LEARNING  MANAGEMENT  SYSTEM  The Librarian Perspective - LMS"Reading  List  1  ___________  2  ___________  3  ___________  4  ___________  5  ___________  Librarians fully leverage their subscription holdings, provide improvedcopyright support and content access to instructors and students, getrecognized for the value they bring to the school, and get valuable usagedata that helps guide collections decisions.!Librarian  Acknowledged  when  readings  are  free  because  of  library  site  license  Deliver  ins@tu@onal  holdings,  licenses  and  subscrip@ons  Reports  back  detailed  aggregated  use  © 2013 SIPX, Inc.!June 8, 2013!
  18. 18. 18!© 2013 SIPX, Inc."June 8, 2013"•  Faculty assign whatever they need!•  Schools save time and cost ofclearing readings!•  Pay-per-use option for students tobuy and access their own copies!•  Students still benefit from theirschool’s library holdings!•  Publishers experiment with pricing!Flexible SIPX links can be postedanywhere, ensuring each studentauthenticated, easy access at thelowest price (MOOCs span <90countries and many school affiliations)! SIPX in MOOCs and Online Education"
  19. 19. 19!
  20. 20. CCC’s Attempt at Using Computing PowerTo Replace LawyersNASIG Conference 2013Tim BowenDirector, Academic Products & ServicesCopyright Clearance Center
  21. 21. Product Concept: Rights & License Manager•  A rights advisory and license management tool thatprovides an instant, clear answer to the question: “Whatam I allowed to do with this content?”•  Would centralize rights from an institution’s licenseagreements and surface the best possible right to theend user•  Two main components–  Rights Advisor–  Agreement Manager
  22. 22. Rights Advisor
  23. 23. Start From The Content…
  24. 24. …or perform a search
  25. 25. Easy Questions, Clear Direction
  26. 26. Get Instant Answers
  27. 27. Agreement Manager
  28. 28. Manage Agreements
  29. 29. Reporting
  30. 30. Market Research Methodology•  Conducted on-campus focus groups in 2007 and 2012•  Cross-campus representation: librarians, faculty, CMS/IT,bookstore/reprographics, legal/compliance•  Asked participants for feedback on RLM product conceptas well as challenges obtaining copyright permissions2007 Participants 2012 ParticipantsUniversity of Michigan Hofstra UniversityWashington State University Harvard UniversityEmporia State University University of Wisconsin - MadisonBentley University San Diego State UniversitySan Jose State University
  31. 31. Market Research Findings•  The RLM and ERM systems–  Does this already–  “Don’t make me reload my data again”–  Superior user interface–  “Librarians only” tool•  Ambiguity and fair use•  Preferred by smaller institutions•  Privacy concerns•  Substantial integration requirements•  Perceived value
  32. 32. Thank You
  33. 33. Questions For You"•  Are you using an ERM to manage license terms?!•  How do you (or do you) manage the “back and white” versusthe “gray”?!•  Would faculty and staff use a tool that “replaced lawyers”?!•  Do you feel you have enough resource capacity (time,knowledge, experience) to handle copyright education andmanagement for campus?!•  How do you (or do you) factor fair use into automated tools? !