A Study of Licence Terms for Electronic Resource Management - Mingyu Chen, Jeannie Downey

A Study of License Terms for Electronic Resource Management

ER&L Conference 2010

Mingyu Chen

University of Houston Library

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Outlines Background and objectives ERMS at UH ERMI & ONIX-PL Libraries’ needs Vendors’ story E-Resource service provider Crosswalk (Mapping) Solution Proposal Future Research

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Background

ERMS Storing data Tracking and smoothing workflows Early stage

Rights information Imperative to be available Clear and concise

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Research Objectives

To provide an overview of the trends and standards of ERMS, its accompanying specifications and applications and to suggest further actions libraries, vendors and ERMS providers can take to implement new license term standards.

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Research Objectives

To assess whether all the identified issues of ERMS are addressed by the current practices

To identify and prioritize steps to promote better ERMS practices

To illustrate necessary functions needed so that librarians can easily handle growing collections of licensed e-resources

To identify and promote appropriate standards to support data elements and data interchange

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ERMS at UH Discovery Investigation Trial Licensing Ordering/Payment Access set-up Access verification Cataloging/Database Notification of library

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License Terms

Rights information License terms

ERMI (Electronic Resource Management Initiative)

ONIX-PL (ONline Information eXchange for Publications License)

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ERMI

DLF sponsorship of ERMI, started 2002 - published 2004. Workflow Functional requirements ERMS Data Structure Data Element Dictionary 350 License terms Widely used Too complex

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ONIX-PL

ONline Information eXchange for Publications Licenses

Machine-readable format Directly loaded Linked to Electronic Resources Key usage terms communicated to users Simplified to 108 license terms

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ERMI vs. ONIX-PLERMI

Not “standard” Implemented in

ERMS Only has data

dictionary Granularity 350 license terms

ONIX-PL

Emerging standard Developed in ERMS Encoding format (XML) Simplified 108 license terms

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Rights Info Process in UH ERMS

ERMS Serials Solutions 360 Resource Manager

Wish list

Alerts to notes Customizable fields Input more smoothly

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Crosswalk (Mapping)

ERMI ONIX-PL

License terms: Metadata

ERMI metadata ONIX-PL metadata

MARC DC

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Crosswalk (Mapping)

ONIX-PL terms

PerpetualAccess AccessBySecureAuthentication InterLibrarySupplyControlledElectronic

ERMI terms

Perpetual Access Right Concurrent Users Interlibrary Loan Secure Electronic

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Mapping ONIX-PL to ERMI

Simplified or confusing?

New definition vs. Difficult to map reversely

Interpretation issues

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Example1 Simplified

ONIX-PL

AccessBySecureAuthentication

ERMI

Concurrent Users: number Pooled Concurrent Users: number Concurrent User Note: text

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Example 2 New Definition

ONIX-PL

CopyAndDistribute

LicenseeRightsAfterTermination

DepositDigitalCopy

ERMI

No equivalent

No equivalent

No equivalent

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Example3 Interpretation

ONIX-PL

ReproduceIndigitalinstrutionalMaterials

Reproduce a resource in a digital learning object or course reserve

ERMI

Course Materials Electronic

The right to use licensed materials in collections or compilations of materials assembled in an electronic format by faculty members for use by students in a class for purposes of instruction.

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Libraries’ Needs

Licensing terms

Rights statement always follows Machine readable way User friendly More relevant Easy to manage Compatible with other metadata standards More flexibility Growth of electronic resources

Can vendors help?

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Story on Vendors’ Side

Willing to satisfy libraries’ needs Waiting for a signal to start Joint efforts among vendor-library-ERMS provider

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ERMS Provider’s Concern

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Serials Solutions

Defined a project to implement ONIX-PL No immediate development plan Right time Limited “pilot” study

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What’s next?

Challenges Direction Yes or No Intermediate solution?

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PROPOSAL

Additional time for all three parties No major change in ERMS Easy system implementation Adaptability & Flexibility Metadata: XSLT conversion

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Intermediate Solution

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Solution Flow

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Pros and Cons

Pros:◦ Low Cost/Less efforts◦ Leave time for all parties to adapt themselves to changes

◦ Cons:

◦ Intermediate solution◦ Extra work for libraries◦ Both libraries and vendors need expertise for both

license terms

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Future Research

Continue data collection from libraries, vendors and ERMS providers

Balancing between ERMI and ONIX-PL XSLT conversion Prototype system update Prototype system analysis Vendor feedback ERMS provider feedback

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