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Transparent Licenses: Making user rights clear (OLA Super Conference 2015)

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Recent changes to Canada’s Copyright Act have propelled copyright and licensed use into the spotlight at colleges and universities in Canada. This session will look at Queen’s and University of Toronto libraries’ experience implementing a licensing permissions workflow using OCUL Usage Rights database (OUR). The systems will be covered are: 360 Link, Summon, Voyager OPAC, Endeca. We will explain how to implement the license links with and without using API.

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Transparent Licenses: Making user rights clear (OLA Super Conference 2015)

  1. 1. 1 Transparent Licenses: Making user rights clear Amaz Taufique, Assistant Director, Systems and Technical Operations, Scholars Portal, OCUL Christina Zoricic, Metadata Management Librarian, Western University Jenny Jing, Information Systems Librarian, Queen’s University Marc Lalonde, Digital Library Coordinator, University of Toronto
  2. 2. 2 • Shared technology service of the 21 university libraries of the Ontario Council of University Libraries founded in 2003 • Provides content aggregation and preservation services for member libraries • Journals – 16,461 and 40 M articles • Books – 610,000 ebooks • GeoPortal – GIS Data • ODESI – Numeric Data • Dataverse – Research Data • OUR – Licenses What is Scholars Portal
  3. 3. 3 Summer 2011 • Events Surrounding Access Copyright = Major Impact to University Library Systems • Investigate available options – Available systems (Verde/homegrown) didn’t cut it • Ideal Solution – Easy to implement/use/share – Multilingual – Cheap/Free
  4. 4. 4 UBC Mondo License Grinder • Designed to be a back end tool • Was being used at UBC as license cataloging software • Open Source • University of Windsor was using it and linking it into SFX • OCUL started investigating if it could be re-purposed • Lots of Potential and was simple to Develop (LAMP stack)
  5. 5. 5 Consultation • Lawyers – Helped with legalese • Librarians – display usage rights directly in OpenURL menu – bilingual – share the work of capturing usage rights for consortial licenses – Make it ours
  6. 6. 6 CRKN OCUL Toronto Queens Western CREPUQ McGill ConcordiaUQAM CAUL MSVU SMU STFX
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  8. 8. 8 Enhancements • Different YES/NO text • ASK • Activate/Deactivate • APIs • Attach PDF to License • Security: SSL and Logout • OpenURL Integration • Multilingual • Mapping Tool
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  11. 11. Licensing and Copyright at Western University Christina Zoricic Acting Head, Metadata Access Western Libraries, Western University London, Ontario
  12. 12. December 31st, 2013
  13. 13. Goals of Copyright@Western  Education  Information Resources  Services
  14. 14. Licensing Project Plan  Mandate:  Provide users with access to information about licensed use for all electronic content at Western Libraries  Timeline:  8 months (May-December 2014)
  15. 15. Licensing Project Plan (… cont’d)  Project Goals:  Find and identify all active signed licenses  Link to information about licensed content across all access points (catalogue, discovery layer, external databases)  Embed licensing element into existing workflows  Create a manual/procedures for the process
  16. 16. Licensing Project Team  Two Librarians  Two Library Assistants  Support from:  Other library staff  Library ITS  Customer Service Standing Committee  Western’s Copyright Advisor to the Provost
  17. 17. Library Assistant Training Plan  Compiled list of resources  How to read a license  No interpretation allowed  Double blind method  Weekly meetings to discuss questions and issues
  18. 18. Decision Map (first draft!)
  19. 19. Timing is everything! (or look before you leap)
  20. 20. Some project numbers:  Started with 1819 ERM records  31 obsolete records deleted  Focused on records with holdings attached: 898  893 records link to licensed use information  (over 360 000 access points!!!)  95 problem records unlinked  Side benefit:  Fixed over 100 broken links and access problems!
  21. 21. “It’s a manual process!”
  22. 22. Resource record
  23. 23. Catalogue links to OUR
  24. 24. The problems of (trying) to maintain two knowledge bases  Serials Solutions holdings management and coverage loads into the catalogue  SFX link resolver
  25. 25. Next steps…  Mapping OUR records to SFX  Work in progress  More committees and working groups  Evaluating link resolvers
  26. 26. Jenny Jing Queen’s University Library OLA Super Conference, 2015, Toronto
  27. 27.  To OpenURL Link Resolver: 360 Link  To OPAC: Voyager 8.2 & Voyager 9  To Discovery System: Summon 1& 2?
  28. 28. SP OUR DBs 360 Link DBs DBs matched by names Title _360 Title_SP License URL in SP OUR ABI/Inform ABI Inform Global http://base/ABI_Inform Springer Springer eBooks http://base/Springer_eBooks ACM Digital Library ACM Digital Library http://base/ACM_Digital_Lib rary
  29. 29. 360 Link - ABI/Inform - Springer eB ProQuest DBs Matched - ABI Inform - Springer A Queen’s internal DBABI Inform global + URL SP OUR Springer+ URL Queen’s ERM Maintained DBs SP OCUL Maintained DBs DB names + URLs URLs DB of DBs • Springer Queen’s ERM Maintained DBs DB names Matched - ABI Inform - Springer DB names + URLs URLs Assign URL using a mapping tool
  30. 30. But using the Publisher Info is not accurate to get the license links for some resources
  31. 31. • Programming • System Admin • Database • Cataloging • Project Management
  32. 32. 三人行,必有我师. There must be a teacher for me among any three companions. •UBC: Teresa Lee •360Link: Matthew Reidsma •Summon: Wittawat Meesangnil •Scholars Portal: Amaz Taufique •University of Toronto: Marc Lalonde •Western University: Christina Zoricic Acknowledgements
  33. 33. • Associate University Librarian: Michael Vandenburg • Copyright Specialist: Mark Swartz • E-Resources Librarians: Anne Brule & Ellen Symons • Web Coordinator: Katie Legere • Web Development Technician: Andrew DaCosta • Application Support Technician: Alex Fletcher
  34. 34. 必先利其器 must first sharpen his tools
  35. 35.  http://jingjenny.wordpress.com/license-link/  https://gist.github.com/happyrainb  https://code.google.com/p/mondo-license-grinder/  Jenny.jing@queensu.ca
  36. 36. Transparent Licenses: Making user rights clear University of Toronto Libraries Marc Lalonde Digital Library Coordinator marc.lalonde@utoronto.ca
  37. 37. Serials Solutions UTL EIR (local ERM) UTL Databases table JSON  Summon  360 Link  Catalogue HTML  Detail page License mapper Instantaneous mirroring
  38. 38. 56 Managing Mappings Dilemma • How do we manage mappings? – Excel file/database to map databases->licenses – Manually/programmatically enter license URLs in various ERMs, Catalogs, OpenURL Menus, etc. – Not easy to share – Still very tedious
  39. 39. 57 Potential Solution • UofT created mapping tool • SP imported it into OUR • For Serial Solutions, Catalogs, etc. • Import Active DBs into OUR regularly and create mappings to licenses • Use APIs to query OUR for license information directly from platform • For SFX – Active targets appear in real-time in OUR – Create Mappings – Automated process pushes out info into SFX note field
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  44. 44. 62 Thank you! Amaz Taufique – amaz@scholarsportal.info - @amazofficial Christina Zoricic - czorici@uwo.ca - @Libraried Jenny Jing - jenny.jing@queensu.ca Marc Lalonde - marc.lalonde@utoronto.ca

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