This session will offer a blueprint for crafting a clear picture of licensing priorities for your library and home institution and for developing an orderly negotiation process to ensure each agreement is properly reviewed and handled. Beginning with a brief overview of standard licensing terms for e-resources, we will discuss how to draw up your own checklists and draft legal provisions customized to successfully fulfill the information needs of your library’s users, while adhering to your institution’s local legal requirements. We will also identify practical methods for reviewing contracts to identify the issues in clauses that are most often challenging or problematic.
Blockchain in Health Research 2019 was the 2nd annual summit hosted at Georgetown University on 27 Apr 2019 by Sean Manion, Science Distributed and Gilles Hilary, Georgetown University.
Blockchain in Health Research Overview - ManionSean Manion PhD
Blockchain in Health Research 2019 was the 2nd annual summit hosted at Georgetown University on 27 Apr 2019 by Sean Manion, Science Distributed and Gilles Hilary, Georgetown University.
Overview of Emerging Requirements for Data Management of Federally Funded Res...Richard Huffine
The document discusses emerging requirements for federally funded research to share data. A presidential directive from 2013 requires that taxpayer-funded research data be made available to the public. Several agencies are required to develop plans to implement open data policies. Researchers may need to create data management plans and share data in public repositories under licenses that provide access while protecting rights. Requirements vary between agencies and managing shared data requirements may impact researchers.
Research Ethics and Use of Restricted Access Datalibbiestephenson
Presentation given to the California Center for Population Research on principles of research ethics, data management for protection of privacy and confidentiality, and applying for access to restricted data in social science research.
Building your licensing and negotiation skills toolkitNASIG
Part I: E-Resource Licensing: Best Practices
The first part of the pre-conference will explore the role of license agreements in the e-resource environment, and detail best practices for creating agreements that protect the rights of users and libraries. Following a discussion of the legal framework for licensing, the session leader will walk the attendees through a typical license agreement and discuss the issues that various sections and clauses may present, including those that might be encountered in a consortial vs. single institution environment. The “Florida Virtual Campus Guidelines for E-Resource Licensing”, developed in conjunction with an intellectual property specialist lawyer at the University of Florida, will serve as a backbone to this discussion. The session will close with some practicalities for reviewing and editing license agreements, and creating schedules and addenda that cover additional terms and requirements not generally part of a standard agreement. Attendees are welcome to bring copies of license agreements from their own institutions to work with during the session.
Part II: Negotiating License Agreements and Pricing with Confidence
Negotiating license agreements and pricing with publishers and other vendors can be intimidating. Yet a lack of confidence is your worst enemy when sitting down with a publisher or vendor to negotiate pricing and contract terms. Part two of the preconference will focus on developing negotiating skills and strategies and the confidence to employ them. The session will explore the importance of negotiating with the appropriate individual(s), how to establish effective negotiation meeting agendas, and the development of negotiation strategies. The session leader will offer insight on how to build support for negotiation efforts on your campus, and how to use stakeholders to your best advantage. The session leader will also consider how the judicious use of language and pertinent data can influence the negotiation process. Attendees will have the opportunity to discuss various negotiation scenarios.
Presenter:
Claire Dygert
Assistant Director for Licensing and E-Resources, Florida Virtual Campus
Claire has over sixteen years of experience negotiating license agreements and pricing with publishers and vendors. She currently serves as Assistant Director for Licensing and E-Resources at the Florida Virtual Campus (FLVC), an organization that provides service to the Florida State University System (SUS) and Florida College System (FCS). Claire's responsibilities include oversight of the licensing and management of databases funded by FLVC. She also negotiates the large e-journal packages on behalf of institutions in the SUS, FCS, as well as the Independent Colleges and Universities of Florida. Prior to coming to FLVC, Claire worked at American University in Washington DC where she served as Department Head for E-resources and Serials.
This document summarizes the fundamentals of e-resource licensing presented at the NASIG 28th Annual Conference on June 9, 2013. It discusses why licensing is important, an overview of relevant copyright and contract law, and the anatomy and key issues to consider in license agreements. The presentation focused on authorized users, uses, interlibrary loan, perpetual access, and negotiation tips. Resources on licensing guidelines and copyright law were also provided.
Streamline Your Negotiation: Creating & Updating a License Template for Your...Liane Taylor
This presentation covers the steps and best practices for creating a license template for your institution, including creating standard language that you can use in negotiation and a review of model licenses we have in the field. I also highlight new license clauses that we’re seeing in agreements and approaches for negotiating them, as well as emerging areas of interest and concern, especially with regards to new formats or acquisition models that require new language that has not yet been standardized. I also share updates about popular standard model licenses.
Blockchain in Health Research 2019 was the 2nd annual summit hosted at Georgetown University on 27 Apr 2019 by Sean Manion, Science Distributed and Gilles Hilary, Georgetown University.
Blockchain in Health Research Overview - ManionSean Manion PhD
Blockchain in Health Research 2019 was the 2nd annual summit hosted at Georgetown University on 27 Apr 2019 by Sean Manion, Science Distributed and Gilles Hilary, Georgetown University.
Overview of Emerging Requirements for Data Management of Federally Funded Res...Richard Huffine
The document discusses emerging requirements for federally funded research to share data. A presidential directive from 2013 requires that taxpayer-funded research data be made available to the public. Several agencies are required to develop plans to implement open data policies. Researchers may need to create data management plans and share data in public repositories under licenses that provide access while protecting rights. Requirements vary between agencies and managing shared data requirements may impact researchers.
Research Ethics and Use of Restricted Access Datalibbiestephenson
Presentation given to the California Center for Population Research on principles of research ethics, data management for protection of privacy and confidentiality, and applying for access to restricted data in social science research.
Building your licensing and negotiation skills toolkitNASIG
Part I: E-Resource Licensing: Best Practices
The first part of the pre-conference will explore the role of license agreements in the e-resource environment, and detail best practices for creating agreements that protect the rights of users and libraries. Following a discussion of the legal framework for licensing, the session leader will walk the attendees through a typical license agreement and discuss the issues that various sections and clauses may present, including those that might be encountered in a consortial vs. single institution environment. The “Florida Virtual Campus Guidelines for E-Resource Licensing”, developed in conjunction with an intellectual property specialist lawyer at the University of Florida, will serve as a backbone to this discussion. The session will close with some practicalities for reviewing and editing license agreements, and creating schedules and addenda that cover additional terms and requirements not generally part of a standard agreement. Attendees are welcome to bring copies of license agreements from their own institutions to work with during the session.
Part II: Negotiating License Agreements and Pricing with Confidence
Negotiating license agreements and pricing with publishers and other vendors can be intimidating. Yet a lack of confidence is your worst enemy when sitting down with a publisher or vendor to negotiate pricing and contract terms. Part two of the preconference will focus on developing negotiating skills and strategies and the confidence to employ them. The session will explore the importance of negotiating with the appropriate individual(s), how to establish effective negotiation meeting agendas, and the development of negotiation strategies. The session leader will offer insight on how to build support for negotiation efforts on your campus, and how to use stakeholders to your best advantage. The session leader will also consider how the judicious use of language and pertinent data can influence the negotiation process. Attendees will have the opportunity to discuss various negotiation scenarios.
Presenter:
Claire Dygert
Assistant Director for Licensing and E-Resources, Florida Virtual Campus
Claire has over sixteen years of experience negotiating license agreements and pricing with publishers and vendors. She currently serves as Assistant Director for Licensing and E-Resources at the Florida Virtual Campus (FLVC), an organization that provides service to the Florida State University System (SUS) and Florida College System (FCS). Claire's responsibilities include oversight of the licensing and management of databases funded by FLVC. She also negotiates the large e-journal packages on behalf of institutions in the SUS, FCS, as well as the Independent Colleges and Universities of Florida. Prior to coming to FLVC, Claire worked at American University in Washington DC where she served as Department Head for E-resources and Serials.
This document summarizes the fundamentals of e-resource licensing presented at the NASIG 28th Annual Conference on June 9, 2013. It discusses why licensing is important, an overview of relevant copyright and contract law, and the anatomy and key issues to consider in license agreements. The presentation focused on authorized users, uses, interlibrary loan, perpetual access, and negotiation tips. Resources on licensing guidelines and copyright law were also provided.
Streamline Your Negotiation: Creating & Updating a License Template for Your...Liane Taylor
This presentation covers the steps and best practices for creating a license template for your institution, including creating standard language that you can use in negotiation and a review of model licenses we have in the field. I also highlight new license clauses that we’re seeing in agreements and approaches for negotiating them, as well as emerging areas of interest and concern, especially with regards to new formats or acquisition models that require new language that has not yet been standardized. I also share updates about popular standard model licenses.
This presentation was provided by Adam Rusbridge of EDINA during a NISO webinar on the topic of Providing Access: Ensuring What Libraries Have Licensed is What Users Can Reach on Feb 8, 2017
Basics of licensings electronic resources 2Barbara Dunham
The document discusses key concepts in licensing electronic resources, including commonly used license clauses and terms. It provides definitions for important terms like licensor, licensee, and authorized users. It also examines important rights and issues to consider in licenses, such as searching and displaying content, copying and printing, interlibrary loan, and archival rights. The document offers examples of standard and model license language related to these topics.
DataONE Education Module 10: Legal and Policy IssuesDataONE
This document discusses legal, ethical and policy issues related to managing research data. It defines key concepts like copyright, licenses and waivers, and explains why identifying ownership and control is important. Restrictions on data use and sharing are discussed, including protecting privacy and following regulations. Open licensing is presented as a way to facilitate sharing while still giving credit. The importance of behaving ethically and respecting licenses is emphasized.
This presentation was provided during the NISO Working Group Connection Live event held on April 30, 2019. Speakers include Todd Carpenter, Ralph Youngen, and Chris Shillum.
Privacy Gaps in Mediated Library Services: Presentation at NERCOMP2019Micah Altman
Libraries enable patrons to access a wide range of information, but much of the access to this information is now directly managedy publishers. This has lead to a significant gap across library values, patrons perception of privacy, and effective privacy protection for access to digital resources.
In the work included below, and presented at NERCOMP 2019, we review privacy principles based on ALA, IFLA, and NISO policies. We then organizing and comparing high level privacy protections required by ALA checklist, NISO, and GDPR. This framework of principles and controls is then used to score the privacy policies and practices of major vendors of research library content. We evaluate each element of the vendors privacy policy, and use instrumented browsers to identify the types of tracking mechanisms used by different vendors. We use this set of privacy scores to support analyses of change over time, and of potential gaps between patron expectations and privacy policies and practices.
Electronic Resource Management: Licensing and Interlibrary loan discusses how the transition from print to electronic journals has affected library services like interlibrary loan (ILL). Licenses for electronic journals now define who can access content and restrict how it can be shared, making ILL more difficult. The study found ILL staff have little access to the ILL rights in licenses, hindering their ability to lend ejournal articles. As more libraries rely solely on online content, ILL restrictions in licenses could significantly impact users if not addressed.
This presentation ponders what ‘forever’ access to licensed resources means, both as intellectual property and technological access. New initiatives such as Controlled Digital Lending (CDL) and Occam’s reader are potential tools that work for the public good. While new initiatives can be exciting, the promise of perpetual access can be difficult to fulfill. Specific examples of how libraries and publishers have met, or failed to meet, license terms regarding perpetual access will be presented. How to best provide perpetual access to items outside of license agreements, such as Open Access journals and OER will also be broached. We will examine how practical, economic, and culturally responsive library initiatives fit within the constraints and opportunities allowed under licensing, copyright, and staffing levels. Participants will be invited to consider whether perpetual access is a goal that is necessary, merely encouraged, or something else entirely.
Michelle Polchow, Electronic Resources Librarian, University of California, Davis
This is a presentation delivered on December 1, 2020 by the UC Berkeley Library's Office of Scholarly Communication Services and the Research Data Management Program.
Are you unsure about how you can use or reuse other people’s data in your teaching or research, and what the terms and conditions are? Do you want to share your data with other researchers or license it for reuse but are wondering how and if that’s allowed? Do you have questions about university or granting agency data ownership and sharing policies, rights, and obligations? We will provide clear guidance on all of these questions and more in this interactive webinar on the ins-and-outs of data sharing and publishing.
- Explore venues and platforms for sharing and publishing data
- Unpack the terms of contracts and licenses affecting data reuse, sharing, and publishing
- Help you understand how copyright does (and does not) affect what you can do with the data you create or wish to use from other people
- Consider how to license your data for maximum downstream impact and reuse
- Demystify data ownership and publishing rights and obligations under university and grant policies
Model Licenses and License Templates: Present and FutureLiane Taylor
This program will first review standard model licenses we have available in the field, including models such as LicensingModels.org and LibLicense, plus institution-specific licenses available online (permission will be obtained). The licenses similarities and differences will be compared, and strengths and weaknesses will be highlighted. Next, the program will review steps and best practices for creating a License Template at your institution, with standard language that you can use in negotiation for your licenses. The last segment will be interactive, gathering feedback from attendees about where our model licenses have gaps, including what formats or kinds of purchases require new language that has not yet been standardized (such as ebooks and streaming media), and gather suggestions for developing these as a community for the future, creating a new model license that we all can draw from.
Multi-organizational frameworks for digital information sustainabilityShayne (Chisheng) Li
The document discusses key themes and terms from a Blue Ribbon Task Force report on digital preservation challenges. It summarizes recommendations for incentivizing digital preservation efforts for different types of digital content, including scholarly discourse, research data, commercially owned content, and collectively produced web content. Challenges discussed include misaligned incentives among stakeholders, barriers to entry due to costs, and uncertainty around the future value of preserved content. Recommendations focus on clarifying roles and responsibilities, developing selection criteria, providing funding, and facilitating partnerships and collective action.
Model Licenses and License Templates: Present and FutureNASIG
The document discusses model licenses and license templates for present and future use. It provides examples of existing model licenses from various organizations and discusses emerging issues that may require new or revised standard language in licenses, such as auto-renewal terms, definitions of authorized users, and rights related to images, cloud hosting, and ensuring completeness of content. The document encourages libraries to work together by sharing what language is and isn't working in licenses to address new issues as a community.
Creative Commons and OER Big Picture for TAACCCTPaul_Stacey
This document summarizes a presentation about Creative Commons licensing and Open Educational Resources (OER) for recipients of TAACCCT grants from the Department of Labor. It explains that the grants require all materials created with the funds to be licensed under a Creative Commons Attribution (CC BY) license to ensure public access. This makes TAACCCT the largest OER initiative. It describes how CC BY and OER can increase impact, lower costs, and foster innovation. Recipients are instructed on how to mark works with CC BY and provided examples and resources to leverage OER in their work.
This document discusses digital professionalism, consent, and open educational resources (OER) in health education. It outlines key issues around copyright, intellectual property rights, and obtaining meaningful consent to use recordings of people in educational materials. The document recommends that health educators (1) clearly mark all materials with appropriate licenses and consent status, (2) review policies regarding OER and patient privacy, and (3) consider developing a "consent commons" framework similar to Creative Commons to help manage consent for sharing educational resources.
Copyright and consent briefing for open educational resourcesmeganqb
This is a powerpoint file prepared for the "OER in the disciplines" conference 26 October 2010. It covers UK copyright law, the need to consider consent from people to be involved, and risks of non-compliance with best practice when using and contributing to open educational resources in teaching and learning.
ICIC 2013 Conference Proceedings Kim Zwollo Rights DirectDr. Haxel Consult
Use of professional information and copyright compliance: Challenges for research driven companies
Kim Zwollo (RightsDirect, Neatherlands)
How do international copyright rules govern the reuse of scientific and other types of content in the corporate environment? Which are the most outstanding trends in copyright law worldwide affecting both the creation of scientific and technical information and its use in businesses? What are the main copyright-related challenges for content users and scientific information professionals, and how can research companies provide their researchers and other employees with easy and copyright-compliant ways to access and share content?
The presentation will provide answers to these questions. Its first section will give an overview of the international framework of copyright with special emphasis on European regulations, followed by an analysis of the various trends in copyright law and business models that will shape the landscape of scientific information dissemination and use in the coming years. The second section will address the ways in which scientific and other types of content is used in multinational companies, with particular reference to digital information workflows in research driven industries, and the challenges from the copyright perspective. Finally, the third section will examine some of the solutions that corporations can apply to ensure that information sharing practices are smooth, efficient and copyright compliant.
11June 2024. An online pre-engagement session was organized on Tuesday June 11 to introduce the Science Policy Lab approach and the main components of the conceptual framework.
About 40 experts from around the globe gathered online for a pre-engagement session, paving the way for the first SASi-SPi Science Policy Lab event scheduled for June 18-19, 2024 in Malmö. The session presented the objectives for the upcoming Science Policy Lab (S-PoL), which featured a role-playing game designed to simulate stakeholder interactions and policy interventions for food systems transitions. Participants called for the sharing of meeting materials and continued collaboration, reflecting a strong commitment to advancing towards sustainable agrifood systems.
This presentation was provided by Adam Rusbridge of EDINA during a NISO webinar on the topic of Providing Access: Ensuring What Libraries Have Licensed is What Users Can Reach on Feb 8, 2017
Basics of licensings electronic resources 2Barbara Dunham
The document discusses key concepts in licensing electronic resources, including commonly used license clauses and terms. It provides definitions for important terms like licensor, licensee, and authorized users. It also examines important rights and issues to consider in licenses, such as searching and displaying content, copying and printing, interlibrary loan, and archival rights. The document offers examples of standard and model license language related to these topics.
DataONE Education Module 10: Legal and Policy IssuesDataONE
This document discusses legal, ethical and policy issues related to managing research data. It defines key concepts like copyright, licenses and waivers, and explains why identifying ownership and control is important. Restrictions on data use and sharing are discussed, including protecting privacy and following regulations. Open licensing is presented as a way to facilitate sharing while still giving credit. The importance of behaving ethically and respecting licenses is emphasized.
This presentation was provided during the NISO Working Group Connection Live event held on April 30, 2019. Speakers include Todd Carpenter, Ralph Youngen, and Chris Shillum.
Privacy Gaps in Mediated Library Services: Presentation at NERCOMP2019Micah Altman
Libraries enable patrons to access a wide range of information, but much of the access to this information is now directly managedy publishers. This has lead to a significant gap across library values, patrons perception of privacy, and effective privacy protection for access to digital resources.
In the work included below, and presented at NERCOMP 2019, we review privacy principles based on ALA, IFLA, and NISO policies. We then organizing and comparing high level privacy protections required by ALA checklist, NISO, and GDPR. This framework of principles and controls is then used to score the privacy policies and practices of major vendors of research library content. We evaluate each element of the vendors privacy policy, and use instrumented browsers to identify the types of tracking mechanisms used by different vendors. We use this set of privacy scores to support analyses of change over time, and of potential gaps between patron expectations and privacy policies and practices.
Electronic Resource Management: Licensing and Interlibrary loan discusses how the transition from print to electronic journals has affected library services like interlibrary loan (ILL). Licenses for electronic journals now define who can access content and restrict how it can be shared, making ILL more difficult. The study found ILL staff have little access to the ILL rights in licenses, hindering their ability to lend ejournal articles. As more libraries rely solely on online content, ILL restrictions in licenses could significantly impact users if not addressed.
This presentation ponders what ‘forever’ access to licensed resources means, both as intellectual property and technological access. New initiatives such as Controlled Digital Lending (CDL) and Occam’s reader are potential tools that work for the public good. While new initiatives can be exciting, the promise of perpetual access can be difficult to fulfill. Specific examples of how libraries and publishers have met, or failed to meet, license terms regarding perpetual access will be presented. How to best provide perpetual access to items outside of license agreements, such as Open Access journals and OER will also be broached. We will examine how practical, economic, and culturally responsive library initiatives fit within the constraints and opportunities allowed under licensing, copyright, and staffing levels. Participants will be invited to consider whether perpetual access is a goal that is necessary, merely encouraged, or something else entirely.
Michelle Polchow, Electronic Resources Librarian, University of California, Davis
This is a presentation delivered on December 1, 2020 by the UC Berkeley Library's Office of Scholarly Communication Services and the Research Data Management Program.
Are you unsure about how you can use or reuse other people’s data in your teaching or research, and what the terms and conditions are? Do you want to share your data with other researchers or license it for reuse but are wondering how and if that’s allowed? Do you have questions about university or granting agency data ownership and sharing policies, rights, and obligations? We will provide clear guidance on all of these questions and more in this interactive webinar on the ins-and-outs of data sharing and publishing.
- Explore venues and platforms for sharing and publishing data
- Unpack the terms of contracts and licenses affecting data reuse, sharing, and publishing
- Help you understand how copyright does (and does not) affect what you can do with the data you create or wish to use from other people
- Consider how to license your data for maximum downstream impact and reuse
- Demystify data ownership and publishing rights and obligations under university and grant policies
Model Licenses and License Templates: Present and FutureLiane Taylor
This program will first review standard model licenses we have available in the field, including models such as LicensingModels.org and LibLicense, plus institution-specific licenses available online (permission will be obtained). The licenses similarities and differences will be compared, and strengths and weaknesses will be highlighted. Next, the program will review steps and best practices for creating a License Template at your institution, with standard language that you can use in negotiation for your licenses. The last segment will be interactive, gathering feedback from attendees about where our model licenses have gaps, including what formats or kinds of purchases require new language that has not yet been standardized (such as ebooks and streaming media), and gather suggestions for developing these as a community for the future, creating a new model license that we all can draw from.
Multi-organizational frameworks for digital information sustainabilityShayne (Chisheng) Li
The document discusses key themes and terms from a Blue Ribbon Task Force report on digital preservation challenges. It summarizes recommendations for incentivizing digital preservation efforts for different types of digital content, including scholarly discourse, research data, commercially owned content, and collectively produced web content. Challenges discussed include misaligned incentives among stakeholders, barriers to entry due to costs, and uncertainty around the future value of preserved content. Recommendations focus on clarifying roles and responsibilities, developing selection criteria, providing funding, and facilitating partnerships and collective action.
Model Licenses and License Templates: Present and FutureNASIG
The document discusses model licenses and license templates for present and future use. It provides examples of existing model licenses from various organizations and discusses emerging issues that may require new or revised standard language in licenses, such as auto-renewal terms, definitions of authorized users, and rights related to images, cloud hosting, and ensuring completeness of content. The document encourages libraries to work together by sharing what language is and isn't working in licenses to address new issues as a community.
Creative Commons and OER Big Picture for TAACCCTPaul_Stacey
This document summarizes a presentation about Creative Commons licensing and Open Educational Resources (OER) for recipients of TAACCCT grants from the Department of Labor. It explains that the grants require all materials created with the funds to be licensed under a Creative Commons Attribution (CC BY) license to ensure public access. This makes TAACCCT the largest OER initiative. It describes how CC BY and OER can increase impact, lower costs, and foster innovation. Recipients are instructed on how to mark works with CC BY and provided examples and resources to leverage OER in their work.
This document discusses digital professionalism, consent, and open educational resources (OER) in health education. It outlines key issues around copyright, intellectual property rights, and obtaining meaningful consent to use recordings of people in educational materials. The document recommends that health educators (1) clearly mark all materials with appropriate licenses and consent status, (2) review policies regarding OER and patient privacy, and (3) consider developing a "consent commons" framework similar to Creative Commons to help manage consent for sharing educational resources.
Copyright and consent briefing for open educational resourcesmeganqb
This is a powerpoint file prepared for the "OER in the disciplines" conference 26 October 2010. It covers UK copyright law, the need to consider consent from people to be involved, and risks of non-compliance with best practice when using and contributing to open educational resources in teaching and learning.
ICIC 2013 Conference Proceedings Kim Zwollo Rights DirectDr. Haxel Consult
Use of professional information and copyright compliance: Challenges for research driven companies
Kim Zwollo (RightsDirect, Neatherlands)
How do international copyright rules govern the reuse of scientific and other types of content in the corporate environment? Which are the most outstanding trends in copyright law worldwide affecting both the creation of scientific and technical information and its use in businesses? What are the main copyright-related challenges for content users and scientific information professionals, and how can research companies provide their researchers and other employees with easy and copyright-compliant ways to access and share content?
The presentation will provide answers to these questions. Its first section will give an overview of the international framework of copyright with special emphasis on European regulations, followed by an analysis of the various trends in copyright law and business models that will shape the landscape of scientific information dissemination and use in the coming years. The second section will address the ways in which scientific and other types of content is used in multinational companies, with particular reference to digital information workflows in research driven industries, and the challenges from the copyright perspective. Finally, the third section will examine some of the solutions that corporations can apply to ensure that information sharing practices are smooth, efficient and copyright compliant.
11June 2024. An online pre-engagement session was organized on Tuesday June 11 to introduce the Science Policy Lab approach and the main components of the conceptual framework.
About 40 experts from around the globe gathered online for a pre-engagement session, paving the way for the first SASi-SPi Science Policy Lab event scheduled for June 18-19, 2024 in Malmö. The session presented the objectives for the upcoming Science Policy Lab (S-PoL), which featured a role-playing game designed to simulate stakeholder interactions and policy interventions for food systems transitions. Participants called for the sharing of meeting materials and continued collaboration, reflecting a strong commitment to advancing towards sustainable agrifood systems.
This presentation by OECD, OECD Secretariat, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
1.) Introduction
Our Movement is not new; it is the same as it was for Freedom, Justice, and Equality since we were labeled as slaves. However, this movement at its core must entail economics.
2.) Historical Context
This is the same movement because none of the previous movements, such as boycotts, were ever completed. For some, maybe, but for the most part, it’s just a place to keep your stable until you’re ready to assimilate them into your system. The rest of the crabs are left in the world’s worst parts, begging for scraps.
3.) Economic Empowerment
Our Movement aims to show that it is indeed possible for the less fortunate to establish their economic system. Everyone else – Caucasian, Asian, Mexican, Israeli, Jews, etc. – has their systems, and they all set up and usurp money from the less fortunate. So, the less fortunate buy from every one of them, yet none of them buy from the less fortunate. Moreover, the less fortunate really don’t have anything to sell.
4.) Collaboration with Organizations
Our Movement will demonstrate how organizations such as the National Association for the Advancement of Colored People, National Urban League, Black Lives Matter, and others can assist in creating a much more indestructible Black Wall Street.
5.) Vision for the Future
Our Movement will not settle for less than those who came before us and stopped before the rights were equal. The economy, jobs, healthcare, education, housing, incarceration – everything is unfair, and what isn’t is rigged for the less fortunate to fail, as evidenced in society.
6.) Call to Action
Our movement has started and implemented everything needed for the advancement of the economic system. There are positions for only those who understand the importance of this movement, as failure to address it will continue the degradation of the people deemed less fortunate.
No, this isn’t Noah’s Ark, nor am I a Prophet. I’m just a man who wrote a couple of books, created a magnificent website: http://www.thearkproject.llc, and who truly hopes to try and initiate a truly sustainable economic system for deprived people. We may not all have the same beliefs, but if our methods are tried, tested, and proven, we can come together and help others. My website: http://www.thearkproject.llc is very informative and considerably controversial. Please check it out, and if you are afraid, leave immediately; it’s no place for cowards. The last Prophet said: “Whoever among you sees an evil action, then let him change it with his hand [by taking action]; if he cannot, then with his tongue [by speaking out]; and if he cannot, then, with his heart – and that is the weakest of faith.” [Sahih Muslim] If we all, or even some of us, did this, there would be significant change. We are able to witness it on small and grand scales, for example, from climate control to business partnerships. I encourage, invite, and challenge you all to support me by visiting my website.
The importance of sustainable and efficient computational practices in artificial intelligence (AI) and deep learning has become increasingly critical. This webinar focuses on the intersection of sustainability and AI, highlighting the significance of energy-efficient deep learning, innovative randomization techniques in neural networks, the potential of reservoir computing, and the cutting-edge realm of neuromorphic computing. This webinar aims to connect theoretical knowledge with practical applications and provide insights into how these innovative approaches can lead to more robust, efficient, and environmentally conscious AI systems.
Webinar Speaker: Prof. Claudio Gallicchio, Assistant Professor, University of Pisa
Claudio Gallicchio is an Assistant Professor at the Department of Computer Science of the University of Pisa, Italy. His research involves merging concepts from Deep Learning, Dynamical Systems, and Randomized Neural Systems, and he has co-authored over 100 scientific publications on the subject. He is the founder of the IEEE CIS Task Force on Reservoir Computing, and the co-founder and chair of the IEEE Task Force on Randomization-based Neural Networks and Learning Systems. He is an associate editor of IEEE Transactions on Neural Networks and Learning Systems (TNNLS).
This presentation by Tim Capel, Director of the UK Information Commissioner’s Office Legal Service, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
This presentation by Katharine Kemp, Associate Professor at the Faculty of Law & Justice at UNSW Sydney, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
• For a full set of 530+ questions. Go to
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This presentation by Professor Giuseppe Colangelo, Jean Monnet Professor of European Innovation Policy, was made during the discussion “The Intersection between Competition and Data Privacy” held at the 143rd meeting of the OECD Competition Committee on 13 June 2024. More papers and presentations on the topic can be found at oe.cd/ibcdp.
This presentation was uploaded with the author’s consent.
4. NASIG CORE COMPETENCIES FOR ELECTRONIC RESOURCES
LIBRARIANS
Final Version
Approved and adopted by the NASIG Executive Board, July 22, 2013
Revised with minor edits by CEC, January 26, 2016 and January 2, 2019
5. What is a license agreement?
☑ A legally binding contract that is negotiated with a publisher or
vendor prior to acquiring or subscribing to an electronic collection or
service
☑ Includes information re: the product(s) or service(s) covered by the
contract, pricing, and/ or duration of the contract
☑ Includes the terms and conditions of use for library patrons
☑ Outlines the respective responsibilities of the provider and your
library
☑ Usually signed by someone with administrative oversight, e.g.
Director, Dean, CFO
6.
7. Is SERU an option for your library?
References:
https://groups.niso.org/apps/group_public/download.php/8593/RP-7-2012_SERU.pdf
https://www.niso.org/standards-committees/seru/getting-started-seru-libraries
https://www.niso.org/standards-committees/seru/tips-working-your-campus-legal-counsel
https://www.niso.org/standards-committees/seru/librarians-questions-providers
8. Standard License Terms: Who’s Who
☑ Licensee – one to whom a license has been granted
☑ Licensor – one who grants a license
☑ Counsel – an attorney, lawyer
☑ Authorized signatory – party who officially represents the
licensee or licensor and has been granted the power to sign
documents, thereby authenticating/ giving them legal effect
☑ Authorized users – parties who are legally permitted access
to content or services as defined in the relevant contract
9. Standard License Terms: Copyright
Intellectual property guarantee: “Licensor warrants that it has the right to license the
rights granted under this Agreement to use the Licensed Materials.”
Look for restrictions on library rights granted under copyright law (Section 108).
Reference https://www.copyright.gov/title17/title17.pdf and
https://www.law.cornell.edu/uscode/text/17/108
** Also see U.S. Copyright Office Fair Use Index @ https://www.copyright.gov/fair-
use/
AALL Procurement Toolkit and Code of Best Practices for Licensing Electronic Resources @
https://www.aallnet.org/advocacy/vendor-relations/criv-tools/principles-practices-for-licensing-electronic-resources/
Copyright Law for Librarians and Educators: Creative Strategies & Practical Solutions (3rd Edition) by Kenneth D. Crews
10. Standard License Terms: Fair Use
“Nothing in this agreement shall be construed to limit the right of any Authorized
User to use the information provided through this Agreement in accordance with
Fair Use provisions of U.S. copyright law.” (from TRLN’s licensing guidelines)
See https://www.trln.org/files/2016/07/PrinciplesAndGuidelines.pdf
** Also see Stanford University Libraries Copyright & Fair Use @
https://fairuse.stanford.edu/
11. Standard License Terms: ILL
For ebooks, ejournals, database aggregators:
“Licensee may deliver a reasonable number of copies of Articles (including through use of ILLiad, Ariel or
a substantially similar interlibrary loan transmission software) to fulfill requests from non-commercial,
academic libraries provided, however, that such practice: (i) complies with Section 108 of the U.S.
Copyright Act and the guidelines developed by the National Commission on New Technological Uses of
Copyrighted Works (CONTU Guidelines); (ii) does not result in systematic reproduction of the Licensed
Products, any journal or issue of a journal, any Article, or any portion of the foregoing.”
For medical/ pharmacy:
Licensee and its Authorized Users may access and use the Licensed Products for scholarly and research
purposes and only as long as such practice: (i) complies with Section 108 of the U.S. Copyright Act and
the guidelines developed by the National Commission on New Technological Uses of Copyrighted Works
(CONTU Guidelines); (ii) does not result in systematic reproduction of the Licensed Products, any journal
or issue of a journal, any Article, or any portion of the foregoing.
12. Standard License Terms: Scholarly Sharing
“Authorized Users may transmit to a third party colleague, in paper or
electronically, reasonable amounts of the Licensed Materials for personal,
scholarly, educational, scientific, or research uses, but in no case for resale.”
(from Liblicense Model License)
See http://liblicense.crl.edu/licensing-information/model-license/
13. Standard License Terms:
Course Packs and E-Reserves
● Typically covered under Fair Use
● Focus on using “reasonable portion” of licensed content
● Know logistics behind these services on your campus
○ Who manages the e-reserves system on your campus? Who compiles course packs?
○ Are coursepacks print or digital? Does the license restrict either/both?
○ How do the systems work? Do they limit access to enrolled students?
○ What’s the best way to communicate special circumstances to staff managing these
processes?
Model language (California Digital Library model license):
Course packs: “Licensee and Authorized Users may use a reasonable portion of the Licensed Materials in
the preparation of Course Packs or other educational materials.”
E-reserves: “Licensee and Authorized Users may use a reasonable portion of the Licensed Materials for
use in connection with specific courses of instruction offered by [institution].”
14. Standard License Terms: Perpetual Access Rights
Yes: “Licensor hereby grants to the Licensee a nonexclusive, royalty-free, perpetual license to use any
Licensed Materials that were accessible during the term of this Agreement. Such use shall be in
accordance with the provisions of this Agreement, which provisions shall survive any termination of this
Agreement. Except in the case of termination for cause, Licensor shall provide the Licensee with access
to the Licensed Materials in a manner and form substantially equivalent to the means by which access is
provided under this Agreement.” (from NERL Model License)
No: “Upon expiration, non-renewal, or any termination of the license, all Licensee's rights to use the
Content shall cease.” (from UNC’s Docuseek license)
16. Standard License Terms: ADA compliance
● Important to understand organization’s priorities
● Provider must/shall make materials accessibility-compliant?
● ADA regulations vs. W3C guidelines
● VPATs
● Institution has right to modify or copy materials to make them accessible
17. Beware the “Forbidden” Clauses
☑ Arbitration
☑ Indemnification
☑ Library responsibility for user behavior
☑ Unreasonable termination rights
☑ Jurisdiction and governing law
☑ Complete disclaimers of warranty
☑ Unilateral modification of terms without advance notice
☑ Confidentiality and privacy
18. Managing “Forbidden” Clauses
Indemnification (NYS standard language):
“Subject to the availability of lawful appropriations and consistent with Section 8 of the State Court of Claims Act, The State University
of New York (SUNY) shall hold (vendor) harmless from and indemnify it for any final judgment of a court of competent jurisdiction to
the extent attributable to the negligence of SUNY or of its officers or employees when acting within the course and scope of their
employment.”
19. Exercise: Identifying Standard Terms
Optical Society of America agreement
Group 1:
- Who’s included in the authorized user definition?
- How are changes to the terms of the agreement handled?
Group 2:
- Is there a confidentiality clause?
- Is perpetual access / post-cancellation access available? If yes, how is it provided?
Group 3:
- Is ILL allowed?
- What’s the governing law?
20. Part 2: Communication and Stakeholders
Who are they?
● In the library
● On campus
● Outside your institution
Image: https://giphy.com/gifs/parks-and-recreation-
amy-poehler-rec-R55sOeBR22ogg
22. Environmental Scan
Situational analysis - process of studying and analyzing the current and emerging
forces that exist within an organization's environment; incorporates assessment of
internal and external factors
Purpose - Help determine the future direction of the organization
Focus - Goals, Resources, Activities, Results, Impact
Process - Active exploration; Gather and triangulate diverse data elements and
viewpoints from primary & secondary sources to determine common issues/
priorities; Include quantitative & qualitative data
23. When do you contact library stakeholders?
● To figure out what you’re licensing
● Determining priority
● Determining scope of content
● General status updates
● Specific permissions and
restrictions:
○ No walk-ins
○ No perpetual access
○ No ILL
○ Weird access restrictions
● When things aren’t going well
Image: http://go.unc.edu/By26T
24. When do you contact on-campus stakeholders?
● Procurement Office - OGS-
approved contracts involved, e.g.
Westlaw
● University Counsel
● Other departments that share
responsibility for paying for and/ or
administration a particular resource
25. When do you contact external stakeholders?
● Potential consortial purchases or
subscriptions
● Timing of renewals and negotiations
● Feedback on consortial licensing terms
● For gut-checks and solidarity - building
up a network
Image: https://bit.ly/2EPNDSr
26. Group Exercise: Sweeping changes to statewide
consortium offerings
1. Pick a scenario
2. Split up - libraries vs. consortia
3. Review the scenario and discuss with your group
4. Report back
27. Part 3: Determining Priorities
● What does your library
care about?
● What does your campus
care about?
● (What does your state
care about?)
Image: https://bit.ly/316rRmK
28. Potential Library Priorities
● Authorized Users - who are
they?
● Fair Use disclaimer
● Restrictions on routine
teaching and research
activity: ILL, e-reserves, TDM
● Perpetual access and
archiving provisions
● Discovery issues: MARC
records provision, integration
with knowledgebase and
discovery systems
Image: https://bit.ly/2HPPB7b
29. Potential Campus Priorities
● Auto-renewal clause
● Warranty to license resource/ IP
rights
● Policing user behavior
● Accessibility
● Financial exigency clause
● Service/ performance issues:
modifying materials, extended
interrupted service
Image: http://go.unc.edu/By26T
30. State Legalese/ Other Campus Priorities
● Governing law and jurisdiction
● Limitation of liability
● Indemnification
● Arbitration
● Statute of limitations
● Confidentiality
● Check with university counsel or
purchasing: What’s the institution’s
position, and do they have
boilerplate language?
Image: https://bit.ly/2WakmHM
31. Start Categorizing
● Business and Access Terms = logistics
of how you’ll pay for things and how
they’ll work
● Required = hills on which you would die
● Strongly Preferred = you will grudgingly
compromise
● Unacceptable = more hills on which you
would die
● Contingencies/Special Situations– multi-
year deals, e-books, streaming media
● Language to watch for
Image: https://bit.ly/2HTf4wM
32. Activity: Categorize Standard Terms
Categories:
● Required = hills on which you would die
● Strongly Preferred = you will grudgingly compromise
● Unacceptable = more hills on which you would die
Categorize this!
1. Governing law = your home state
2. Library/institution retains fair use rights
3. Provider asserts that licensing content to you will not infringe on anyone else’s copyright
4. Vendor will notify you of any changes it makes to the terms & conditions.
5. Changes the vendor/provider makes to the terms & conditions are effective as soon as the institution
is notified of the updated language.
6. Authorized users are all students, staff, faculty, and walk-ins.
34. Part 4: Negotiations
✔ What are you negotiating for?
- Purchasing perpetual access or leasing content?
- Content (Title/ Product lists and details)
- Pricing discounts
- Annual multi-year agreement?
✔ What if the vendor won’t modify a necessary term? Or negotiate the
license terms at all?
✔ Under what conditions are you willing to make exceptions?
✔ Notifying/ informing stakeholders of status updates
35. ☑ Many people are uncomfortable saying “no” unless they feel in control of the
situation; Using “no” can help you flip the script to get people to feel
comfortable about sharing what they really want
☑ Develop your “Late Night DJ Voice”
☑ Recommended resources
Never Split the Difference: Negotiating As If Your Life Depended On It by Chris Voss with Tahl Raz
Licensing Digital Content: A Practical Guide for Librarians (3rd Ed.) by Lesley Allen Harris
Guide to Streaming Video Acquisitions, Eric Hartnett (editor)
Negotiations: Honing Skills
See https://www.youtube.com/user/NegotiationCEO/featured
36. Negotiation Homework
● What’s ideal? Ask for this first!
○ Example: governing law in your home state vs. remaining silent
● What’s an acceptable fall-back position?
● Are there any deal-breakers where you have wiggle room or mitigating
language you can supply to offset the language in the agreement?
○ Example: Indemnification - strike or “To the extent permitted by the NC Tort Claims Act, we will
indemnify the vendor…”
● What’s your process for handling deal-breakers that you can’t negotiate
away? Who needs to be involved in that discussion?
37. Activity: Handling Exceptions
Situation 1: Pivotal resource in Classics has issued a new version of their license
terms and doesn’t accept revisions from anyone ever. It includes deal-breakers.
It’s a resource you’ve subscribed to for many years and is subscribed to by peer
institutions. What do you do?
Situation 2: You’re in a consortium who’s working with a major publisher who’s
being unreasonable about licensing terms related to scholarly faculty activities
(e.g. publishers automatically retaining copyright and refusing to allow campus
authors to deposit pre-prints in the campus’s IRs). Four out of the six participating
libraries in the deal have an open access mandate on their campuses. What do
you do?
38. Part 5: Workflows
● Track handoffs
● Understand pieces
and the whole
● Load-balancing
● Identifying and
addressing
bottlenecks
Image: https://bit.ly/2JTk0nf
44. Part 6: Records Management
Image: https://bit.ly/2WixKi5
● File-naming
conventions
● Tracking changes
and when to
resolve/accept?
● When to create a
new draft?
● Where do you
store drafts and
final copies?
45. NASIG CORE COMPETENCIES FOR ELECTRONIC RESOURCES
LIBRARIANS
Final Version
Approved and adopted by the NASIG Executive Board, July 22, 2013
Revised with minor edits by CEC, January 26, 2016 and January 2, 2019
47. Records: Storage & Accessibility
☑ Statutory requirements
☑ Develop a retention/ disposition
schedule for all documentation
created during the negotiations
process, including e-mail
49. Retention Schedule
● Who needs to be
involved?
● Campus or state
requirements to uphold?
● Leverage campus-wide
systems and workflows?
● Paper files?
Image: https://bit.ly/2IepPIY
50. Wrap-up and Questions
☑ Overview of standard terms
☑ Communication and identifying
stakeholders
☑ Determining Priorities
☑ Negotiation Strategies
☑ Determining Workflow
☑ Records Management
Image: https://bit.ly/2IdffBY
Editor's Notes
Ask attendees re: additional agenda items/ topics of interest
(NASIG Guide - License Negotiation 101)
Various pieces of licenses and how to build upon an existing agreement
Theme is construction - who are your fellow builders? How are they designated in contracts?
Very important in academic libraries
UNC boilerplate (a mix of the ARL, LibLicense, and CDL model license clauses: “Licensor shall comply with the Americans with Disabilities Act (ADA), by supporting assistive software or devices such as large-print interfaces, text-to-speech output, refreshable braille displays, voice-activated input, and alternate keyboard or pointer interfaces in a manner consistent with the Web Content Accessibility Guidelines published by the World Wide Web Consortium’s Web Accessibility Initiative. Licensor shall provide to the Licensee its current completed Voluntary Product Accessibility Template (VPAT) to detail compliance with the federal Section 508 standards. In the event that the Licensed Materials are not Accessibility compliant, the Licensee may demand that the Licensor promptly make modifications that will make the Licensed Materials Accessibility compliant. In addition, in such an event, the Licensee shall have the right to modify or copy the Licensed Materials in order to make them usable for Authorized Users in order to comply with federal law. Licensor agrees to promptly respond to and resolve any complaint regarding accessibility of Licensed Materials.”
Arbitration. We would rather go to court than be subject to arbitration to settle a dispute.
Audits. Some vendors want to come on premises to look through our records to ensure that we are using the materials in compliance with the terms. We do not permit audits. They can remotely monitor our usage.
Indemnification. Under no circumstances can we indemnify licensor for anything over which we do not have control (e.g. Authorized Users). The caveat is that we presumably have control over staff and faculty as our agents. ANY questions, contact Joan for guidance.
Unilateral Modification. We’ve gone to the trouble of negotiating an agreement, both parties agree, there is no way that any changes can be made by one party, but it happens.
UNC’s options for defining authorized site (used when they try to define us as a geographically contiguous location or try to assign our site to physical addresses:
Option 1= (to be used in the “definitions” section of the agreement) “Licensee’s Premises: The IP ranges of the networked computers operated by the Licensee, as specified in Schedule 1.”
Option 2 = “Campuses in several physical locations with a shared administration, students, teaching staff and computer networks shall be considered a single site.”
Ask participants to identify stakeholders in each group; Use pad to write down stakeholders and their interests/ roles
Group Exercise - Ask attendees to share/ suggest goals re: licensing, e.g. Goal - Complete inventory of existing licenses at the local/ state/ consortial levels; Resources: ERL, UC, Procurement; Activities - Review print & e-files to identify gaps and products/ services in need of updated licenses; Share findings with Collections team, UC, Procurement
Ask attendees re: their experiences with weird circumstances that required enhanced communications efforts with stakeholders
Emphasize importance of conducting an environmental scan of campus; Share handout of contract award notification & contract information summary
Group exercise - Scenario: Statewide consortium has a resource selection committee that evaluates, selects, and recommends the consortium to license resources of interest to libraries across the state. Resources selected in previous resource review cycles have not been relevant for your institution, and the committee doesn’t invite much feedback from outside the official committee members. How do you advocate for your interests in this kind of environment? What kind of information is helpful in supporting your position? Discuss.
Group exercise: Discussion of what to include in criteria checklists
Animations fly in from left 1) Matrx, 2) New Purchases Flowchart, 3) Renewing Continuing Resources (all formats)
Demo of MS Planner
Webinar recordings - “Using Trello to Manage Technical Services Work at NCSU & Duke University Libraries”
Part 1: https://vimeo.com/139255767
Part 2: https://vimeo.com/139497848
Statute requirements, retention/ disposition schedule
10.15
Electronic Resources Licenses and Agreements
Records documenting licensing for databases and electronic journals purchased by the library.
Disposition Instructions: Destroy in office 5 years after expiration or supersession of agreement or withdrawal of resource, whichever is later.
See Binghamton’s https://www.binghamton.edu/offices/legal-counsel/records_management.html and https://www.suny.edu/sunypp/docs/806.pdf
Statute requirements, retention/ disposition schedule; Supported and populated campus-wide; Official campus repository for licenses maintained by the campus records manager; Use Libraries shared drive for internal staff use for version control; only the counter-signed final agreement gerts uploaded into the campus repository