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Welcome to the webinar on
Creative Commons Licensing within a South
African Scholarly Journal Context
Dr Tobias Schonwetter
Director: IP Unit, Dept. of Commercial Law, University of Cape Town
27 May 10:00 – 11:00
Programme Director: Susan Veldsman (Director: SPU, ASSAf)
Proudly brought to you by
Please	
  type	
  ques,ons	
  in	
  the	
  text/chat	
  box	
  to	
  the	
  right	
  
Please	
  keep	
  your	
  microphone	
  muted	
  at	
  all	
  ,mes	
  
This	
  presenta,on	
  is	
  not	
  about	
  WHY	
  we	
  should	
  have	
  Open	
  Access	
  
Academic	
  Publishing;	
  	
  
	
  
it’s	
  about	
  the	
  legal	
  mechanism	
  behind	
  Open	
  Access	
  Publishing	
  
<In a nutshell: OA objectives>
<Background>
Many argue that the current model of publishing is
somewhat broken and OA is an attempt to develop a new
model that ensures fairer and broader distribution of
knowledge material.
Funder	
  pressure	
  to	
  publish	
  openly	
  	
  
Funder	
  pressure	
  to	
  publish	
  openly	
  	
  
Ins,tu,onal	
  OA	
  Policies	
  
UCT is not an early adopter – 200+ universities worldwide have
OA mandates or policies
But there are few universities in Africa, and in SA only
UNISA has an OA policy
<Open Access Policy: key provisions>
Sec 5.1:
Peer reviewed articles must be deposited into UCT’s digital repository, unless
publisher agreement contains restrictions (“deposit or explain”)
UCT encourages employees and students to make all forms of scholarship
available and to publish in peer reviewed OA journals
UCT discourages copyright to be assigned to publishers if publisher restricts sharing
Sec 5.3:
Students shall upload final versions of theses to digital repository prior to graduation.
Sec 5.2 & 5.5:
UCT Libraries responsible for institutional repository and for managing and
implementing the OA policy
<to fully understand why we need open licences
here we need to briefly talk about copyright>
“Copyright is the exclusive
right in relation to work
embodying intellectual content to
do or to authorize to do
certain acts in relation to
that work.”
Protected works in
1.  Literary, musical and artistic works
2.  Cinematograph films
3.  Sound recordings
4.  Broadcasts
5.  Computer programs
1.  reproduce
2.  make adaptations
3.  broadcast
4.  distribute
5.  perform
6.  display in public
7.  cause a work to be transmitted in a diffusion service
Exclusive (economic) rights (“certain acts”)
Basic requirements for copyright protection
§  Originality
§  Material form
§  (Qualified person)
no registration necessary
the idea itself is NOT protected
ü depending on the nature of work
ü rule of thumb for literary works: end of
the year in which author dies + 50 years,
Duration of copyright protection in
Default & automatic All Rights Reserved situation
Author = owner
<Ownership>
but in employer-employee relationships –
incl. in educational settings - the
employer usually owns the copyright
<UCT IP Policy: key copyright provisions>
Sec 8.1: UCT holds copyright in, e.g.:
Multiple choice tests and examination answers
Syllabuses & Curricula
Computer software developed at UCT
UCT publications (Monday paper, websites etc)
Sec 8.2 & 8.3: UCT assigns copyright to author for, e.g.:
Scholarly publications
Art, music, films
Course materials (but UCT retains perpetual licence)
Student theses (subject to licence)
“UCT supports the publication of materials under Creative
Commons licences to promote the sharing of knowledge and the
creation of Open Educational Resources.”
(sec 9.2)
<dealing with copyrights>
Assignment
transfer of rights
permission to make
use of copyrighted
material
Licensing
<OA publishing and open licensing>
Open	
  educa5onal	
  resources	
  are	
  educa,onal	
  
materials	
  and	
  resources	
  offered	
  freely	
  and	
  openly	
  for	
  
anyone	
  to	
  use	
  and	
  under	
  some	
  open	
  licenses	
  to	
  re-­‐
mix,	
  improve	
  and	
  redistribute,	
  including	
  learning	
  content.	
  	
  
Open	
  Access	
  is	
  the	
  prac,ce	
  of	
  providing	
  
unrestricted	
  access	
  via	
  the	
  Internet	
  to	
  
peer-­‐reviewed	
  scholarly	
  journal	
  
ar5cles.	
  Open	
  Access	
  is	
  also	
  increasingly	
  being	
  
provided	
  to	
  theses,	
  scholarly	
  monographs	
  
and	
  book	
  chapters.	
  
hBp://www.slideshare.net/AndyPriestner1/open-­‐access-­‐at-­‐cambridge-­‐judge-­‐business-­‐school-­‐29-­‐november-­‐2013	
  
The	
  legal	
  mechanism	
  behind	
  OA	
  and	
  OERs	
  are:	
  
open	
  licences!	
  
Remember: © creates a default & automatic All Rights
Reserved situation
There are many different open licences – but CC is the most
widely used open licence for literary works and music.
<Creative Commons>
Creative Commons provides free licences that make it
easier for people:
to disseminate their works and
share and build upon the work of others
consistent with the rules of copyright.
A set of pre-formulated licences
6 licences to choose from, by combining 4 key licence terms
Distinguish 2 scenarios:
use of (third party) open material / open distribution of your material
If you want to use CC licensed material created by others, just
look out for a symbol like this:
or
Human readable deed / lawyer readable licence /
machine readable code
Combining openly licensed material in a new work can be a
bit tricky though…
If you want to licence your material under a CC licence,
upload it to a platform that distributes content openly…
www.creativecommons.org
…or go to
www.creativecommons.org
And follow the instructions on the website to attach
the chosen licence to your work.
More information:
http://ip-unit.org/wp-content/uploads/2015/02/CC-Guidelines.pdf
And if I am an editor / publisher?
Make sure, you have the necessary rights to publish under
an open licence (contract with contributors / deal with &
educate about third party content)
Lastly: Elsevier
2012
30 April 2015
Key criticism
•  Embargo periods are too long (up to 48 months)
•  Authors have to apply an NC and ND licence when
depositing into repositories
•  Policy applies to “all articles previously published
and those published in the future”
Thank	
  you	
  very	
  much!	
  
Questions?
Creative Commons Licence
This presentation is the work of Dr. Tobias Schonwetter.
tobias.schonwetter@uct.ac.za
@tobyschonwetter
It is licensed under a
Creative Commons Attribution-ShareAlike 4.0 South Africa License.
To view a copy of this license, visit
http://creativecommons.org/licenses/by-sa/4.0/za/

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Creative Commons Licensing within a South African Scholarly Journal Context

  • 1. Welcome to the webinar on Creative Commons Licensing within a South African Scholarly Journal Context Dr Tobias Schonwetter Director: IP Unit, Dept. of Commercial Law, University of Cape Town 27 May 10:00 – 11:00 Programme Director: Susan Veldsman (Director: SPU, ASSAf) Proudly brought to you by Please  type  ques,ons  in  the  text/chat  box  to  the  right   Please  keep  your  microphone  muted  at  all  ,mes  
  • 2. This  presenta,on  is  not  about  WHY  we  should  have  Open  Access   Academic  Publishing;       it’s  about  the  legal  mechanism  behind  Open  Access  Publishing  
  • 3.
  • 4. <In a nutshell: OA objectives>
  • 5. <Background> Many argue that the current model of publishing is somewhat broken and OA is an attempt to develop a new model that ensures fairer and broader distribution of knowledge material.
  • 6. Funder  pressure  to  publish  openly    
  • 7. Funder  pressure  to  publish  openly    
  • 9. UCT is not an early adopter – 200+ universities worldwide have OA mandates or policies But there are few universities in Africa, and in SA only UNISA has an OA policy
  • 10. <Open Access Policy: key provisions> Sec 5.1: Peer reviewed articles must be deposited into UCT’s digital repository, unless publisher agreement contains restrictions (“deposit or explain”) UCT encourages employees and students to make all forms of scholarship available and to publish in peer reviewed OA journals UCT discourages copyright to be assigned to publishers if publisher restricts sharing Sec 5.3: Students shall upload final versions of theses to digital repository prior to graduation. Sec 5.2 & 5.5: UCT Libraries responsible for institutional repository and for managing and implementing the OA policy
  • 11.
  • 12. <to fully understand why we need open licences here we need to briefly talk about copyright>
  • 13. “Copyright is the exclusive right in relation to work embodying intellectual content to do or to authorize to do certain acts in relation to that work.”
  • 14. Protected works in 1.  Literary, musical and artistic works 2.  Cinematograph films 3.  Sound recordings 4.  Broadcasts 5.  Computer programs
  • 15. 1.  reproduce 2.  make adaptations 3.  broadcast 4.  distribute 5.  perform 6.  display in public 7.  cause a work to be transmitted in a diffusion service Exclusive (economic) rights (“certain acts”)
  • 16. Basic requirements for copyright protection §  Originality §  Material form §  (Qualified person) no registration necessary the idea itself is NOT protected
  • 17. ü depending on the nature of work ü rule of thumb for literary works: end of the year in which author dies + 50 years, Duration of copyright protection in
  • 18. Default & automatic All Rights Reserved situation
  • 19. Author = owner <Ownership> but in employer-employee relationships – incl. in educational settings - the employer usually owns the copyright
  • 20. <UCT IP Policy: key copyright provisions> Sec 8.1: UCT holds copyright in, e.g.: Multiple choice tests and examination answers Syllabuses & Curricula Computer software developed at UCT UCT publications (Monday paper, websites etc) Sec 8.2 & 8.3: UCT assigns copyright to author for, e.g.: Scholarly publications Art, music, films Course materials (but UCT retains perpetual licence) Student theses (subject to licence) “UCT supports the publication of materials under Creative Commons licences to promote the sharing of knowledge and the creation of Open Educational Resources.” (sec 9.2)
  • 22. Assignment transfer of rights permission to make use of copyrighted material Licensing
  • 23. <OA publishing and open licensing>
  • 24.
  • 25. Open  educa5onal  resources  are  educa,onal   materials  and  resources  offered  freely  and  openly  for   anyone  to  use  and  under  some  open  licenses  to  re-­‐ mix,  improve  and  redistribute,  including  learning  content.    
  • 26. Open  Access  is  the  prac,ce  of  providing   unrestricted  access  via  the  Internet  to   peer-­‐reviewed  scholarly  journal   ar5cles.  Open  Access  is  also  increasingly  being   provided  to  theses,  scholarly  monographs   and  book  chapters.  
  • 28.
  • 29. The  legal  mechanism  behind  OA  and  OERs  are:   open  licences!  
  • 30. Remember: © creates a default & automatic All Rights Reserved situation
  • 31. There are many different open licences – but CC is the most widely used open licence for literary works and music.
  • 32.
  • 34. Creative Commons provides free licences that make it easier for people: to disseminate their works and share and build upon the work of others consistent with the rules of copyright.
  • 35. A set of pre-formulated licences
  • 36.
  • 37. 6 licences to choose from, by combining 4 key licence terms
  • 38. Distinguish 2 scenarios: use of (third party) open material / open distribution of your material
  • 39. If you want to use CC licensed material created by others, just look out for a symbol like this: or
  • 40.
  • 41.
  • 42. Human readable deed / lawyer readable licence / machine readable code
  • 43. Combining openly licensed material in a new work can be a bit tricky though…
  • 44. If you want to licence your material under a CC licence, upload it to a platform that distributes content openly… www.creativecommons.org
  • 45.
  • 47. And follow the instructions on the website to attach the chosen licence to your work.
  • 48.
  • 49.
  • 51. And if I am an editor / publisher?
  • 52. Make sure, you have the necessary rights to publish under an open licence (contract with contributors / deal with & educate about third party content)
  • 53.
  • 55. 2012
  • 57.
  • 58. Key criticism •  Embargo periods are too long (up to 48 months) •  Authors have to apply an NC and ND licence when depositing into repositories •  Policy applies to “all articles previously published and those published in the future”
  • 59. Thank  you  very  much!   Questions?
  • 60. Creative Commons Licence This presentation is the work of Dr. Tobias Schonwetter. tobias.schonwetter@uct.ac.za @tobyschonwetter It is licensed under a Creative Commons Attribution-ShareAlike 4.0 South Africa License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/za/