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“Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide, Executive Director, EDItEUR

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Page 1: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

“Microlicensing”:towards more effective mechanisms to

support copyright compliance on the network

A workshop session for UKSG 2009 – TorquayMark Bide, Executive Director, EDItEUR

Page 2: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Agenda1. Standards for permissions communication

Creative Commons PLUS ACAP ONIX-PL

2. Services RightsLink iCopyright OZMO

3. Registries The Book Rights Registry ARROW

4. Drawing it all together – what have we got, what do we need to manage copyright effectively on the network?

Page 3: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Standards developments

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Page 4: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

The nice thing about standards is that there are so many of them to choose from…*

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* Andrew S. Tanenbaum

Page 5: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

FRBR

Handle

Multimedia

ISRC

ISAN

ISMN CIS

Dublin Core

IMS

DOI

IIM

ISWC

url

urnSICI

Books

Audiovisual

Libraries

Copyright

Journals

Magazines

Newspapers

STANDARDS

Education

MARC

CAE

ISBN

ISSN

Music

Texts

EAN

Technology

Archives Museums

UPC

ISO codes

today1980s mid 90’s

ERMIIPI

UMID ISTCSMPTE

DMCS

ONIX

LOM

abc

<indecs>

MPEG7

MPEG21

ISO11179

RDFXML schema

IPDA

PRISM

eBooksIDPF

NITFCIDOC

CrossRef

P/META

XrML

uri

DDEX

SCORMNewsML

GRid MPid

MWLI

SAN

V-ISAN

ERMIACAP

ONIX-PL

PLUS

Photographs

CC

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Page 6: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

The nice thing about standards is that there are so many of them to choose from…

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A major task for the standards community in 2009 and beyond….

Page 7: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Creative Commons A not for profit, founded in the US in 2001

Lawrence Lessig (a lawyer) “Some Rights Reserved” – a more appropriate model for the network?

A movement as much as a standardisation organisation Committed to a vision of how content should be made available for reuse

An adjunct to, and to some extent a challenge to, conventional commercial thinking about copyright

Supported by volunteers and well as paid staff Can be applied to any type of resource

Text, music, photographs

http://creativecommons.org/

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Page 8: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

The Creative Commons licences Standard licences in 3 formats

Commons Deed (human-readable code) Legal Code (“lawyer-readable code”) Metadata (machine-readable code).

Different variants for different jurisdictions Local Creative Commons organisations in many different countries including the UK.

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Page 9: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Creative Commons symbology

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Page 10: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

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Page 11: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

CC+

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An extension to the original Creative Commons concept Expressing permissions which go beyond the basic CC licence eg providing terms paid-for permission for commercial use for a CC “nc” licence

A syntactic standard, not a semantic standard

Being used by the Copyright Clearance Center for is OZMO service

http://www.ozmo.com/

Page 12: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

The PLUS Coalition US-based not for profit, founded in 2004

UK based company too, but currently dormant “To simplify and facilitate the communication and management of image rights” Photography poorly served by standards Licensing very complex Easy for works to be orphaned online

Broad based coalition Photographers and photo libraries Users of photographs (publishers, advertising agencies etc)

Relevant technology companies

http://www.useplus.com

Page 13: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

PLUS Standardisation Licence format

A model for what a licence should contain “PLUS Packs” – model licences for specific applications

A “licence generator” Glossary

Definitions of terms to be used in licences 1000 terms, but not (yet?) formally structured

Media matrix Standard encoding system for licence terms |PLUS|V0120|U001|1IAK1UNA2EBF3PRS4SJB5VUG6QEE7DWE8RCE8IAL8LAF9EIN|

Machine readable – machine interpretable?

Page 14: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

PLUS implementation Some large (book) publishers have adopted PLUS approach for licensing photographs PLUS licences PLUS terminology

Implementations of Media Matrix for microlicensing not yet identified

Recognition of requirement for identity; planning for registries For parties (buyers and sellers) For photographic works

Page 15: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

ACAP –Automated Content Access Protocol Launched as a project in 2007 Funded and led by three trade associations World Association of Newspapers European Publishers Council International Publishers Association

Participation from all types of publishing Newspapers, magazines, books, scientific journals

Very broad membership Currently substantially focused on influencing the political debate

www.the-acap.org

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Page 16: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

ACAP – Origins Concern about “the search engine problem”

Considerable confusion in publishing, particularly news, about the role of the search engines: Positive: driving online traffic Negative: becoming major “media businesses”

Only response – law suits Status quo unsustainable

Online presence impossible in absence of sustainable business model

Cost of infringement actions too high Difficulties of inconsistency in international law, jurisprudence

Not anti-search or anti-search-engine …in favour of allowing content owners to make choices

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Page 17: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

An “internet scale” solution to an “internet scale” problem

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A method of communicating publishers’ policies which …is machine readable – and machine interpretable

…is standard (not proprietary) …is universally applicable …has the lowest possible barriers to use …has the widest possible stakeholder engagement …is not simply about dealing with an immediate challenge, but also provides a platform to enable the future of commerce in content …is flexible and extensible …supports any business model

Page 18: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

To the extent ACAP can develop into an enabler of content flow…and not become an inhibitor like some failed experiments with digital rights management, it has the potential to be an important element of more vibrant business models for publishers in the future.

Thomas C. Rubin: Chief Counsel forIntellectual Property Strategy, Microsoft

CorporationNovember 2008

ACAP as an enabler

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Page 19: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

EDItEUR’s family of ONIX standards Book trade standards organisation with its origins in developing EDI messages for use internationally Established 1991 90+ members in 40+ countries: publishing, supply chain, libraries

The ONIX family can trace its origins to the requirement for “rich product metadata” created by online book retail The purchase experience wholly dependent on metadata

Now a family of XML messages, covering both books and serial publications

Related (but separate) standards for XML-EDI, RFID

www.editeur.org

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Page 20: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

ONIX-PL: origins Institutions facing a number of issues:

Managing an ever increasing number of resources/licences

Correct interpretation of licences Exploiting negotiated licence terms and conditions Populating licence elements in ERM systems Communicating licence terms to users

Goals Express licence terms in machine-readable form Communicate electronically, typically from licensor to licensee

Enable licence terms to be loaded into computer systems

Not for purposes of “control” (DRM), but to provide accurate information at the point of use

Better management of licence templates and individual agreements?

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Page 21: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

ONIX-PL Structure

ONIX-PL enables both model licences (templates) and individual licence agreements to be expressed

ONIX-PL expression has a preamble, definitions, supply terms, usage terms, payment terms, and general terms

Usage terms more highly structured than supply or general terms

Flexibility ONIX-PL is intended to enable the whole of a publications licence to be expressed, with a level of structuring that is appropriate to the type of term

The dictionary is extensible, so that new terms can be added without structural change, by adding new controlled values

Essentially a toolkit: the market will decide how best to apply it

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Page 22: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

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Page 24: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Why all these different developments?

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Common threads Firmly rooted in copyright Communication of licence terms/permissions, not their enforcement

Recognition of need for standardisation, particularly of semantics

Differences Sectoral (ONIX-PL, PLUS) or general (ACAP, CC – perhaps ONIX)

Primarily machine to person (ONIX-PL, CC, PLUS) or primarily machine to machine (ACAP, perhaps PLUS)

Commercial (ONIX-PL, ACAP, PLUS) or non-commercial (CC)

Full licences (ONIX-PL, PLUS) or simpler permissions (ACAP, CC)

Page 25: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Some copyright clearance services

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Next steps – Registries

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Page 34: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

Registry projects The Book Rights Registry

To be established to support Google settlement Identifies books and their rightsholders (or the absence of rightsholders)

ARROW Accessible Registries of Rights Information and Orphan Works towards Europeana

European project, led by AIE; publishers, rights management organisations (including CLA, ALCS, PLS), libraries (including the British Library)

Network of distributed registries PLUS registries

Page 35: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

And now its over to you…

Page 36: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

The question That’s what we’ve got (or what we are getting)…

…what do we still need to develop to manage copyright on the network?

Page 37: “Microlicensing”: towards more effective mechanisms to support copyright compliance on the network A workshop session for UKSG 2009 – Torquay Mark Bide,

[email protected]

A workshop session for UKSG 2009 – TorquayMark Bide, Executive Director, EDItEUR