Guidelines Derivative Works Program - Cisco · 5 Derivative Works Content Distribution ... 07/13/11 . Learning ... learning) and other self-paced learning products (workbooks, CDs,

Copyright 2012 Cisco Systems 1 Guidelines Derivative Works Program

Learning@Cisco Document Number EDCS-XXXXXX

Created By Cynthia Barnette

Guidelines Derivative Works Program

Learning@Cisco

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Table of Contents 1 Derivative Work, Self Print Program Summary….………………………..…….5 1.1 Derivative Work Overview…………………………………………….….5 1.2 Self Print Overview………………………………………………..………6 1.3 Derivative Works Process Summary………………….……………….…..6 1.4 Derivative Work Request Process Flow…………….……………………..7 2 Cisco Products……………………………………………………….….……….8 2.1 Trademarks, Logos and Service Marks………………………….……….. 8 2.2 Intellectual Property (IP)…………………………………………………..8 2.3 Cisco’s Position…………………………………………………….……...8 2.4 Additional References……………………………………………………..9 2.5 Mandatory Requirements: Competing…………………………….………9 2.6 Naming Guidelines Course Acronyms ...………………………………….9 2.7 Cisco Learning Products…........................................................10 2.8 Access to Course Content Information………………..…………………11 2.9 Renewals……………………………………………………..…………..11 3 Derivative Work Request Form…………………………………..……………11 3.1 Request Form……………………...……………………………..………11 3.2 Service Level Agreement (SLA) …………………………………….….12 4 Derivative Works Approvals……………………………………………….….12 4.1 Decision Matrix and Business Framework Rules…….…………………13 4.2 General Guidelines…………………………………….………………...13 4.3 DW Request Form Data Field Definitions…............................................14 4.4 Operations Review……………………………………………...……….16 4.5 Portfolio Product Management Business Review and Approval………...17 4.6 PM Content Utilization Review and Approval………………………….17 4.7 Approval ID and Royalty Rate Assignment……….…………………….18 4.8 Exception Processes……………………………………………………..19 4.9 Use of Derivative in Multiple Theaters….................................................20 4.10 Royalty Reporting Cycle………………………………………….........20 5 Derivative Works Content Distribution………………………………..…..…..20 5.1 Content Posting for Derivative Works…………………….………....….20 5.2 Derivative Works Content Deletion…………..…………………………21 6 Finish Product Review…………………………………………………...….….21 6.1 Issues Reported…………………………………………………………...21 7 Definitions, Acronyms and Abbreviations……………….……………………22


Project Name: Guidelines Derivative Works Program Learning@Cisco

Prepared By: Cynthia Barnette: Product Manager, Engineering, Content Technical Consulting

Date (MM/DD/YYYY): 07/13/2011

Reviewers/Contributors

Department Name/Title Sign-Off Date

Learning@Cisco Sanjay Mehta: PRODUCT MANAGER, MARKETING, Product Management

07/13/11

Learning@Cisco Tino Lozano: BUSINESS OPERATIONS MANAGER, Business Deployment and Solutions

07/13/11

Learning@Cisco Dora Mccleeary

Program Specialist

07/13/11

Modification History

Revision Date Originator Comments

1.0 03/07/11 Cynthia Barnette: Product Manager, Engineering, Content Technical Consulting

Create Draft

05/15/11

07/12/11

Dora McCleeary

Program Specialist Updated Draft

06/14/11

07/11/11 Sanjay Mehta: PRODUCT MANAGER, MARKETING, Product Management Updated Draft

1.0 06/3/11

07/13/11

Cynthia Barnette: Product Manager, Engineering, Content Technical Consulting

Updated Draft

Final Copy

2.0 3/2/12 Cynthia Barnette: Product Manager, Engineering, Content Technical Consulting

Updated


The Derivative Works Team determines requirements for approval according to the scope of the Program.

Approvers

Department Name/Title Sign-Off Date

Learning@Cisco Drew Rosen: Director, CA Content Technical Consulting

Learning@Cisco Kathy Bries: Director, Marketing CA Training Business Operations

Learning@Cisco Ray Garra: Manager, Learning & Development, Curriculum Management

Learning@Cisco Tejas Vashi: Sr. Manager,

Product Management

WW Learning Partner Channels Andres Sintes: Director, Sales Business Development

WW Learning Partner Channels Don Billow: Manager, Sales Business Development

WW Learning Partner Channels Audrey Chua: Manager, Sales Business Development

The departments and/or individuals listed above should be notified in advance and given a sufficient time period to review this document


1 Derivative Work, Self Print Program Summary A Derivative Work is the creation of a learning offering, whether in Source or Object form, that is based on (or derived from) the learning offering and for which the editorial revisions, annotations, elaborations, or other modifications represent, as a whole, an original learning product of authorship. Derivative Work shall not include works that remain separable from, or merely link (or bind by name) to the interfaces of the work and Derivative Work.

1.1 Derivative Work Overview Learning@Cisco Derivative Work Program allows Authorized Cisco Learning Partners to create a tailored learning offering to meet customer business needs utilizing Cisco intellectual property (IP).

There are four types of Derivative Works:

1. Derivative Instructor Led Training (ILT)

Standard: The creation of a learning offering to enhance markets.

Custom: The creation of a learning offering to support a quick turn-around delivery and used once or several times for a short period of time.

Custom Special (Product in Transition): The early to market update of an official Cisco course pending a Cisco official update to a course (Product courses only). All approved Derivative Works Custom Special will expire upon the official next revision course release.

2. Derivative Self–Paced / E-learning

3. Derivative Self–Paced / Labs

4. Derivative Self-Paced / Library

Each Authorized Cisco Learning Partner must list the percentage of Cisco intellectual property (IP) requested for use to develop the resulting product. The percentage listed will be validated and must be approved by Learning@Cisco. Each Derivative Work is then subject to royalty payments. There is no limit in the number of Derivative Works per Cisco Learning Partner.

Any Learning Partner new or existing that has developed learning offerings (ILT or e-learning) and other self-paced learning products (workbooks, CDs, DVDs, etc.) containing Cisco intellectual property (IP) must have each product separately approved as a Derivative Work (DW) and Derivative Work Identification (DWID) assigned.

Partners must obtain Cisco approval for all Derivative Works prior to development. In the approval process, Cisco assigns a Derivative Work Identification (DWID) number which the partner uses to post the course on the Global Learning Partner Locator and to report royalties.


Authorization The Derivative Works Request is an agreement between the submitting Cisco Learning Partner and Cisco and is valid for a maximum period of 12 months starting on the date approved and expiring on the fiscal month end in the month (of the next year) that the request was received unless otherwise specified. Partners must remain in compliance with all program requirements.

1.2 Self Print Overview

Self Print is the production and distribution of standard course materials entirely managed by the Learning Partner providing the ILT training session, outside the Cisco managed Gilmore e-commerce/production/fulfillment. (Authorized Self Print Learning Partners only)

Self Print is also used as a method of distribution for EOL content which is no longer available for purchase on the Learning Store.

1.3 Derivative Works Process Summary The Derivative Works Process has three mandatory approval steps:

Step 1 Operations Review Verify information provided to be complete and accurate

Complete Derivative Work master data file

Assign DW Authorization Code

Designate royalty rate

Send the PDF Approval Notification

Update the Royalty Reporting Tool

Step 2 Portfolio Product Management (PPM) Review and Approval Review the business case and justification noted on the request form by the Learning

Partner

Review the following fields on the request form for accuracy: Project Availability Date, Theatres of Use, Sales Type, Product Type, ILT Course Duration, and Program Type.

Upon review and approval by the Product Manager, the request will be sent to the Content Management Team.

Step 3 Content Product Management (CPM) Content Utilization Review and Approval

The course title will be reviewed and cannot be the same as a current course offered by Cisco. This would be in competition with Cisco and cannot be used.

The Course Outline will be reviewed to verify what is being developed as Derivative Works.

The Source Content requested will be reviewed for Derivative Works compliance and version control.


The percentage usage of total offering will be verified.

Content Distribution Content is posted to the Authorized Cisco Learning Partners assigned derivative works FTP server folder after all approvals have been made. The content requested will be posted for 10 business days. After 10 business days the content will be removed.

Finish Product

Verification can be made against the DW developed and what was identified in the course outline.

Verify that the Cisco IP has not been altered and is used correctly.

Verify that the copy right has not been altered.

Final copy, along with delta document, is received from Learning Partner and archived within L@C database.

1.4 Derivative Work Request Process Flow Each request must go through the entire process before a Cisco Learning Partner is granted a Derivative Work Approval. (See Figure 1.0 - DW Process Flow)

Figure 1.0 - DW Process Flow


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2 Cisco Products

2.1 Trademarks, Logos and Service Marks The trademarks, logos and service marks (“Marks”) displayed in this document are the property of Cisco or other third parties. Users are not permitted to use these Marks without the prior written consent of Cisco or such third party which may own the Mark. A list of Cisco Marks can be found at http://www.cisco.com/web/siteassets/legal/trademark.html. This list at this URL may be updated from time to time and may not represent the most current list of Cisco Marks.

The use of the word “partner” does not imply a partnership relationship between Cisco and any other company. (0903R).

2.2 Intellectual Property (IP) Intellectual Property Ownership: As further specified in the Learning Solutions Partner Agreement required to become a Cisco Learning Solutions Partner, Cisco retains all rights, title and interest in all Cisco intellectual property, including but not limited to software, CD-ROMs, training manuals, guides, books, data, course materials, exams, trademarks, and the visual appearance and “look and feel” of displays, animation, menus, layouts, user interfaces, graphics and other copyrightable elements contained in the Cisco courses and products. Cisco intellectual property are expressly reserved to Cisco, and any unauthorized

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access, reproduction, distribution, or disclosure is a violation of U.S. and international intellectual property laws and treatises Cisco may pursue all available remedies, which may include prosecution to the maximum extent possible under such laws and may result in severe civil and criminal penalties.

2.3 Cisco’s Position

Nothing in the Derivatives Works Program transfers or implies transfer of Cisco Systems, Inc. Intellectual Property Ownership.

Protection of intellectual property is critical to Cisco’s success and is fundamental to the development of democratic societies and economic systems. Cisco believes that copyright laws promote innovation, should be enforced, and should protect all forms of digital content.

We respect the needs of digital content industries to protect their product, including using DRMs and other technological protection measures. However, governments should not impose mandatory technical standards or legislation as a solution for achieving this successfully.

If technology standards are mandated to prevent media piracy, the government will essentially be selecting technology winners and losers. History has shown that the best technology is technology that is developed and tested by the marketplace.

Mandatory technical standards could result in user-unfriendly products and services and unfairly impact ISPs. Development of such products and services is a costly long-term process that negatively impacts content providers, consumers, the technology industry, and ISPs.

The private sector should work on its own to solve the issue of protecting digital intellectual property. Many companies are developing competing products and services that prevent the transfer of pirated media without making it difficult to use the Internet for legitimate activities.

Any solution to this issue must carefully balance the needs of the content industry with the preservation of technological innovation, consumer choice, and the preservation of e-commerce.

2.4 Additional References Digital rights management (DRM) is a generic term that refers to access control technologies that can be used by publishers and copyright holders to protect the usage and distribution of digital content. The term is used to describe any technology that makes the unauthorized use of such digital content and devices technically formidable, and it can also refer to restrictions associated with specific instances of digital works. Cisco employs various tools for DRM to protect its intellectual property from unauthorized distribution.

2.5 Mandatory Requirements: Competing Competing is anything that can be a used as a substitute for existing Cisco developed curriculum or learning product (i.e., ILT, self-paced lessons, exercise workbooks, assessments, reference libraries, etc.) and has similar learning objectives and in similar medium.


2.6 Naming Guidelines Course Acronyms Learning Partners may not use any name or acronym which is being utilized by an official Cisco Learning offering. This applies to any EOL course. The only exception is e_Learning.

When using a Custom Special-Product in Transition derivative works applications the Proposed LP Course Name is defined as follows:

The first two letters of the course acronym identify Derivative Work.

The second two letters identify the Learning Partner.

The balance next identifies the certification technology or focus of the track.

Example:

Implementing the Cisco Application Control Engine Appliance (ACEAP)under the new guidelines would be DWCNACEAPILT [where the “DWCN” at the beginning designates that this course is a Custom Derivative Work from Company Name.

Technology Example:

Deploying Cisco Unified Contact Center Enterprise (DUCCE) under the new guidelines would be DWCNVDUCCEILT where the “DWCN”at the beginning designates that this course is a Custom Derivative Work from Company Name, (V) for VOICE, (DUCCE) for Deploying Cisco Unified Contact Center Enterprise, and (ILT) for delivery modality.

The version will remain the same. Only official Cisco course material will change version numbers.

Version Example: Implementing Cisco Security Monitoring, Analysis and Response System version 3.0 was built on a specific code release. Under the new guidelines, Company Name can update the course to the latest code release. DWCNSMARSILT v3.0 (where the “3.0” designates that this course is the official Cisco developed course).

The course description will allow Learning Partners to show the added value of their early-to-market update pending the official Cisco learning product release.

2.7 Cisco Learning Products Cisco Learning Products include but are not limited to material intending to educate an individual to the competency level outlined in a certification blueprint – i.e., CCNA, CCNP, etc. A variety of training programs and resources are available through authorized Cisco sources.

Training From Cisco Learning Partners Find information about and search for courses from Cisco Learning Partners, the only source of authorized Cisco training.

Cisco Learning Network

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The Cisco Learning Network gives Cisco customers, partners, and Cisco employees the opportunity to collaborate and share knowledge, training, mentoring, and support as they develop their careers through Cisco certifications. This community will allow users to interact, collaborate, learn, mentor, and prepare for certification exams through Discussion forums, Blogs, Video Interviews, Wikis, Other Web 2.0 technologies.

Cisco on Cisco Technology Seminar Series The Cisco IT team addresses many of the same challenges you address every day. Learn how Cisco deploys its own products by viewing Cisco on Cisco online technology seminars.

Cisco Networking Academy Our comprehensive, global e-learning program offers students an opportunity to pursue IT curricula through online instructor-led training and hands-on laboratory exercises. Learn more about the program, how to get involved, the Career Connection and how we are addressing the digital divide..

Learning Credits Cisco Learning Credits are a purchase method for authorized training redeemable with Cisco Learning Partners and for subscription to the Cisco Learning Connection. Learning Credits can be added to your purchase order when ordering Cisco products. These credits provide convenient access to high quality, authorized training. Using Cisco Learning Credits, you can purchase training at the same time as you purchase hardware, software and other services for an integrated network solution. Technical Staff Development from Cisco Advanced Services CA comprehensive approach to staff development and training can greatly improve a company’s success and increase its competitive advantage. Cisco Advanced Services’ complete approach includes customized learning plans, formal education, and access to expert knowledge. Using the Technical Support and Documentation Website Get information about online seminars offered by Cisco Technical Support and other tools that can help you find critical technical documentation and online tools to help you troubleshoot issues, enhance your networking skills, and support your networks. Partner Education Connection The primary learning source for channel partners to receive fast, accessible training solutions in a variety of formats. Cisco E-Service Training Find training designed specifically for engineers who deliver on-site services for Cisco products, Cisco Partner TAC Engineers and Cisco Third Party Maintainer Field Engineers (TPM FE). The available training includes online e-learning, remote access E-Lab on real Cisco equipment, Visual Hands-on (VHO) step-by-step instruction on hardware configuration tasks supported with photographs, audio, and video, Cisco On-line Maintenance Procedures and Support System (COMPASS) detailed instructions for performing on-site upgrade and remedial services for Cisco products, and Virtual Talk Sessions (VTS) with class instructors for addressing questions on line. Electro Static Discharge (ESD) Training Program This program covers the basic concepts of ESD, proper precautionary measures required to avoid electronic damage to sensitive electronic components, proper handling techniques and use of personal grounding devices, and how to control ESD by working in ESD protected workstations and ESD protected work areas.

2.8 Access to Course Content Information Each Authorized Cisco Learning Partner is also given access to the Active Course Listing FTP server (activecourselistings.cisco.com), where they can find and review the Active courses, New Product Introduction (NPI) courses, Course Adminsitrative Guide (CAG) and Lab Guide. Most Course Adminsitrative Guides (CAGs) are set up listing Modules and Lessons which is what you will need when filling out your Derivative Request Form.

If the content needed is not in the Active Course Listing FTP server, it may be because it has been End of Life (EOL) or the source content is not available. Authorized Cisco Learning Partners can send an email request to the email alias [email protected] requesting more information.

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Please note that the smallest denominator of content which can be requested is the lesson. Royalties are based on the content requested; not content used.

2.9 Renewals After 12 months, the DW will expire and a renewal is required if the Learning Partner chooses to continue using the derivative works course. When submitting for a renewal, the PDF copy of the previous approval must be submitted with the renewal request. If there was a version change of the course in the 12 month period of the active derivative, then this would not be considered a renewal but a new request.

3 Derivative Work Request Form To generate a Derivative Work (DW) request, the Authorized Cisco Learning Partner must submit a Derivative Work Request Form. The most current form is found at: Cisco Learning Partner Specialized Direct - Secured - Cisco Learning Partner Program - Cisco Systems

3.1 Request Form The Authorized Cisco Learning Partners will use the Learning@Cisco Derivative Work Request Form and enter all required fields. The form can be downloaded from the Authorized Learning Partners secured Resources page under the Pricing Information tab along with the request form Field Definition document:

The DW Request Form is submitted to the email alias: [email protected]. A maximum of 3 request forms per email submission will be accepted. These must be of the same technology otherwise; a new email string should be created

The recommended Subject on the email should be identified with Company Name, LPMS Site ID and/or course title.

Example: Company Name, 7600 Router Custom

3.2 Service Level Agreement (SLA)

The committed turnaround for a request with no identified issues will be 5 business days from the date of receipt.

During this timeframe, an internal review will take place.

Operations – looking for completeness of form, validate that the data in the fields is correct and log into the Master Data file.

Portfolio Product Management (PPM) – PPM will verify business case and justification.

Content Management (CM) - CM will verify content usage.

The Authorized Learning Partner will be allowed 5 business days to comply with any request for additional information and/ or corrections. Failure to meet this deadline will result in the request being rejected for failure of non response.

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If there are issues that need further investigation, extra days will be required. If extensive amount of content is requested on the same request, the turnaround time may also require extra days.

4 Derivative Work Approvals Authorized Cisco Learning Partners must obtain Cisco approval for all Derivative Works prior to development or delivery.

There are four states possible for the status of a DW Request:

1. ADDITIONAL INFO: Missing information or incorrect information that needs to be corrected. The request will be sent back to the requester for correction.

2. HOLD: The request is put on hold due to further investigation or a decision needs to be made. Notification will be sent to the requestor. When the issues are resolved, the request will be removed from Hold and continue with the approval process.

3. REJECTED: The DW request is DENIED. The DW Request is not authorized.

4. APPROVED: The request has been completely reviewed and approved.

In the email communications, one of the four conditions will be identified on the body of the email.

Example: ADDITIONAL INFO Authorized Cisco Learning Partners Name SNAA)

4.1 Decision Matrix and Business Framework Rules

Eligible and Approved for Use Content Types:

— L@C Content (Certifications & Products)

— L@C, CDO/BU & Greater Cisco (TS, AS, etc.) Content

— L@C,BU/Cisco & 3rd Party Content

— L@C Content (EOL’d or Custom Special-Product-in-Transition)

— Localizations (Translations)

— PEC Content (if available) if not available, the DW will be approved with the understanding that the Learning Partner will accept to reverse engineer the PEC content without source files. The PEC team will be notified of the DW Request and will track the responsible author for the content. Therefore, it may take more than 10 business days to get the content.

— NPI (Self Paced/Supplement)

— Acquisition Content

Eligible and Approved for Conversion to Other Modality:

— Video (PEC) to ILT

— Conversion to Mobile


— Conversion to e-Learning for Self-Study

— Conversion to Lab/Virtual Lab for Self-Study

Not Eligible and Disapproved for Use Content Types:

— Cisco Press Content

— Cisco 360 programs (augmentations only)

— Beta Trial Products

Not Eligible and Disapproved for Conversion to Other Modality:

— Gaming

— Prep Tests/Assessments/Flashcards

4.2 General Guidelines (Applies to all Derivatives) Must not compete with existing L@C, CDO/BU, Cisco certifications & products

content

Content requested must not exceed maximum threshold level of 80% per course

If exceed maximum threshold level of 80%, then must purchase ILT kit

Current Derivative Works pricing and royalty rates apply

Copy, along with delta doc, must be provided as part of approval process (Cisco will specify format of copy)

4.3 DW Request Form Data Field Definitions

Table 1 - Data Field Description

Data Field Name Description of Entry

1 Date of Submission Date request submitted by LP

2 LP Site Name Full spelling of Partner official name

3 Requesting LP Site ID Channels assigned ID number of LP offering or sponsoring the course development

3a LP Additional Delivery Site IDs List any additional Authorized Learning Partner site IDs that will be reporting royalties for this course.

4 LP Requestor (Name) List the primary contact from the Authorized Learning Partner

4a LP Requestor Email Address List the email address of the primary contact from the Authorized Learning Partner

5 Alternate Contact (optional) List the name of an alternate contact for the Authorized Learning Partner.


5a Alternate Email Address (optional)

List the email address of the alternate contact for the Authorized Learning Partner.

6 DW Developers Site Name Full Spelling of LP developing the derivative. If same as 3 list “Same”

6a DW Developers Site ID List the site ID of the Learning Partner developing the derivative work

7 DW Developers Name (optional) List the contact name at the developers’ site

7a DW Developers Email Address (optional) List the contact email address at the developers’ site

8 New Request, Renewal Indicate New DW development or Renewal and Existing DW # (If renewal is selected, provide copy of previously PDF Approval)

8a Content Required Yes/No Select if you need content for DW development or not

9 LP Course Name LP defined course name. You may not use an official L@C course acronym in your course name. Name must comply with Naming Guidelines Course Acronyms defined in the Guidelines DW_SP Program document

9a LP Course Code Optional - user defined code to track course

10 Projected Availability Date Date you anticipate first delivery of the derivative work. This is also the date the ID will appear in the Royalty Tool.

11 Theatre (s) of Use Partner to indicate all Theatre (s) in which the derivative is intended to be delivered.

12 Sale Type Select from Direct, 2-tier or Both

13 Product Type Select from Instructor Led Training (ILT), Self-Paced / e-Learning, Self-Paced / Lab or Self-Paced / Library

14

Course Duration: (1 day = 6.5 hrs of course content, includes supporting labs and self study)

List the duration based on content requested where 1 day = 6.5 hours of content including supporting labs and self study.

15 Program Type Select one from Career Certification, Cisco 360 for CCIE, Product Training, Specializations

15a Qualified Instructor Delivering Program List name of certified instructor(s) qualified to teach course


16 Primary Technology (required)

Select from Arch/Design Borderless Networks, Content Networking, Data Center, Network Management, routing & Switching, Security, Service Provider, Smart 7 Connected Communications, Storage, Storage Networking, Video, Voice/Unified Communication, Wireless, Other

16a Secondary Technology (required)

Select from None, Arch/Design Borderless Networks, Content Networking, Data Center, Network Management, routing & Switching, Security, Service Provider, Smart 7 Connected Communications, Storage, Storage Networking, Video, Voice/Unified Communication, Wireless, Other

16b Tertiary Technology (required)

Select from None Arch/Design Borderless Networks, Content Networking, Data Center, Network Management, routing & Switching, Security, Service Provider, Smart 7 Connected Communications, Storage, Storage Networking, Video, Voice/Unified Communication, Wireless, Other

17 Projected Demand Volume (# of students) Enter an estimate for the life of the DW

18 Projected Number of Deliveries Enter an estimate for the life of the DW

19 Target Audience Select from Cisco Channel Partner, Cisco End Customer, Cisco Internal, Cisco Sales, Other End Customer

19a

Please expand on Target Audience Give additional details on Target Audience

20 Business Justification Select from Boot Camp Requirement, Customer Need for EOL Content, General Market Need, Program Requirement, Repackaging and/or Streamlining Content, Other – please provide explanation

20a Additional Business Justification/Comments (optional)

Provide any additional information to clarify Business Justification

21 Course Objective Enter a course objective statement

21a Course Description to Be Marketed/Advertised

Provide the description of the course as it will be marketed and/or advertised.

21b Course Outline Course Outline should detail the intended course structure by listing the objectives for each Module and Lesson. Each Module should be listed to the topic level.

22

Source Content Requested

Column (a) Course Acronym Indicate L@C Course Acronym, Cisco Other (defining the source) or NON-Cisco(defining the content)

Column (b) Course Version Indicate Course version


Column (c) Content by Modules then Lessons

Indicate each module and lessons needed for the development of the derivative work. Format for content is Acronym/Version/Module/Lesson (ie. ICND11S01L02). Do not list titles. Entries must be sequential.

Column (d) % of Total Offering Indicate percentage of total offering (must add up to 100%)

23 Post Completed Derivative Works Course

A copy along with the Delta Doc of changes to Cisco content must be provided as part of the approval process. Files submitted must be in PDF format.

4.4 Operations Review All derivative work requests will first be received and logged by Operations. Each request is reviewed for completeness. This includes but not limited to:

Use of the correct form

The attachment of previously approved request for renewals

All required fields in the form are filled out and in the correct format

Business justification provided for use of EOL content

Any corrections required will be submitted back to the Authorized Learning Partner. The 5 day SLA will reset when the updated request is received. When the form is properly filled out, it is submitted to the Portfolio Product Managers (PPM) for review.

4.5 Portfolio Product Management Business Review and Approval

Portfolio Product Management will review the business case and justification on requests submitted by Learning Partners.

In addition, Portfolio Product Management will review the following fields on the request form for accuracy: Project Availability Date, Theatres of Use, Sales Type, Product Type, ILT Course Duration, Technology, Target Audience, and Course Description to be Marketed. Upon review and approval, the request will be sent to the Content Management Team.

4.6 Content Product Management Utilization Review and Approval Content Management will review and verify the availability of the source content requested for each request. The request must pass this review before it is submitted to Operations for final approval.

If the request is flagged by Content Management as requiring additional information or is entered incorrectly, the request will be referred back to the Authorized Cisco Learning Partners for remediation via Operations. The Authorized Cisco Learning Partners will have 5 business days to respond and provide any missing or incorrect information. If no response is returned, the request will be rejected and a new request will have to be submitted. This


process loop will be allowed to occur once, after which the request will be closed as rejected.

When corrections have been made, the request will be resubmitted by the requester and the review resumes by Content Management for a maximum of 5 business days. Once Content Management approves the content requested, the approved request will be forwarded to Operations.

Content Review During the content review, Content Product Management will perform the following:

Review Section 8 to see if this is a New or Renewal DW

Review Section 8a to see if content is required

Review Section 9 to confirm that the requester is not using the same title as a Cisco course

Review Section 14 for course duration

Analyze the Course Outline (Module to Lesson Level in Section 21 on DW Form). Verify the outline to the content requested.

Verify the content Course Acronym and version. The content could be active or End of Life (EOL’d). If the content is EOL’d it will not appear on the Active Course Listing. The content will be verified if it exist on the Master Archive Server.

If the requester wants to use EOL’d content, a business justification must be entered (Section 20 on DW Form) and approved, otherwise, most current version is required. If EOL’d content is needed by the requester and the EOL’d content does not exist on the Master Archive Server, further analysis and research will be required, therefore, extra days will be added to complete the review.

The Module and Lesson is reviewed on each line item to verify against what is being requsted (Section 22 on DW Form). The content requested must match the actual content.

Any derivative requesting more than 80% of course content is not considered a standard derivative and kits must be ordered. Only Custom Special-Product in Transition derivatives (early to market)and e_Learning can request full content.

Verify the percentage (%) of Total Offering (Section 22 on DW Form). The percentage (%) reported must equal to the total percentage (%) reported for the total offering based on the Cisco content or IP. The total offering must add up to 100%.

Any Cisco course acronyms used should be validated as available on the Learning Store.. Content without an attributed course, such as LPMS BU, Cisco.com, PEC, etc. should be called CISCO OTHER. All other content used in a Derivative Work that is not based on Cisco intellectual property should be tagged as NON-CISCO.

Upon completion of the review and all information on the request is correct, the DW Request for content will be APPROVED. The Learning@Cisco Content Product Manager Approver’s initials and Date will be entered.


4.7 Approval ID and Royalty Rate Assignment After the Derivative Works request has been approved by Content Product Management, the request will be directed back to Operations for issuance of Royalty Rates and Authorization ID.

4.7.1 Approval ID

ID’s will be assigned based on business model following the sequence DW-####-#### (Business model – Authorized Cisco Learning Partners site ID – unique sequence code). Leading two characters will designate this is a derivative work (DW), and the middle characters reflect the Authorized Cisco Learning Partners site ID for which the authorization is being granted. The final characters will be a numeric sequence code that ensures each authorization code is unique.

Table 5 - Example DW Authorization Code

Business Model AUTHORIZED LP Site ID Unique Sequence Number

DW 1999 1843

Once the DW ID is assigned the document itself is made as a PDF to prevent further modification and sent back to the requester with final pricing and expiration date. All approved requests will be set to EXPIRE 12 months on the Cisco Fiscal Month End from the date request was received unless otherwise specified.

The Content Delivery Team is also copied to trigger content posting.

(Example: DW_Request_Form_Jan _05_2009_Approved.pdf)

4.7.2 Royalty Rate

Royalties will be assigned based on the intellectual property requested, in accordance with the Cisco Learning Partner Pricing Guide located in the Pricing Information tab of the password protected URL page. This can be accessed from the following URL: /Cisco Learning Partner Specialized Direct - Secured - Cisco Learning Partner Program - Cisco Systems

4.8 Exception Processes All Derivative Works requiring any terms outside of the current program parameters may be addressed by one of the below processes:

Deals Desk The Deals Desk provides a method for Authorized Learning Partner to request special pricing on Cisco content to enable them to compete more effectively in strategic deals. This requires the submission of a deals desk request supporting the requested exception. For all such requests, approval at the Director level by both Learning@Cisco Operations and





Learning Partner Channels will be required. In order to ensure proper application of approved deals, the Deals Desk ID must be entered into the Royalty Tool at the time of reporting royalties. This information will be validated against DW and DD records before processing.

Bundled Course Derivatives A Bundled Course Derivative is any derivative works which is composed of multiple purchased student kits and are packaged as a course delivery. An approval ID will be issued in the following format:

BC-Authorized LP Site ID-Unique number.

This approval ID can be used for advertising in the Cisco Learning Locator and Metrics that Matter. These IDs will also show up in the Learning Credit Management Tool.

Procedure to request a Bundled Course:

Send the request to [email protected]

In the subject heading specify “Bundled Course”

In section 19 Business Justification specify “Bundled Course” and the kits being purchased to support the class.

Bundled Courses – Self Print (only for qualified Self Print Partners) Any derivative work (ILT or e-Learning) which is composed of multiple self print courses and are packaged as a single course delivery are classified as a Bundled Course.

An approval ID will be issued in the following format:

SP-LP Site ID-Unique number

This approval ID can be used for advertising in the Global Learning Locator and Metrics that Matter. Since royalties are owed on 100% of the multiple courses requested based on the Sale Type, these IDs will show up in the Royalty Reporting Tool and in the Cisco Learning Credit Management Tool.

4.9 Use of Derivative in Multiple Theaters The Authorized Cisco Learning Partner is allowed to submit one Derivative Work request form which identifies multiple site ID’s needing approval. A single point of contact at the Authorized Cisco Learning Partner must be identified. This contact will be responsible for requesting the Derivative Work for multiple theater use and communicating to each theater their respective authorization codes for their monthly royalty reporting. Although the approval is centralized, royalty reporting MUST be done by each of the individual theater sites for their respective training delivered.

If the Authorized Cisco Learning Partner is qualified for different business models in different theaters, only the business model that applies to that theater will be in effect.

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4.10 Royalty Reporting Cycle Royalty Reporting occurs on a bi-weekly cycle. Newly issued DW and SP IDs are updated to the Royalty Reporting Tool every Friday and are usually visible after 6 AM Eastern Time. Royalties reported in current week will be locked between 12AM-6AM Sunday. On Monday and Tuesday Gilmore will process previous week’s royalty reports. Invoices are sent Wednesday – Friday.

5 Derivative Works Content Distribution Content Distribution Team will be copied on the PDF Approval Notification from Operations to Authorized Cisco Learning Partners. Notification is sent after the Authorization ID and Royalties are assigned. At this point, distribution of content begins.

5.1 Content Posting for Derivative Works Content Product Management will post the requested content outlined on the requestor’s DW Request Form within 2 business days of the approval being emailed. If a large amount of content is requested, this time may take longer.

The following steps occur to post content:

Step 1 A zip file is created. (title matches the DW ID, (i.e. DW-1999-1234)

Step 2 The content is extracted from the Master Archive Server and placed in the Cisco Learning Solutions Partners Derivative Works FTP server Learning Partner folder.

Step 3 Content will remain on the server for 10 working days. After 10 days, the content will be deleted.

5.2 Derivative Works Content Deletion Cisco does not authorize the storage or compiling of source files used to create derivative works. Upon completing the creation of a Derivative Work, the developing learning partner will delete all original source files provided by Cisco Systems, Inc. from any and all storage devices electronic or otherwise.

6 Finish Product Review

The finished product (course material) will be posted by the Authorized Cisco Learning Partners Derivative Work FTP server folder. Notification from the Authorized Cisco Learning Partner will be sent to the alias, [email protected] indicating that the finish product was posted. The folder will be labeled with the authorization code, (i.e. DW-1999-1234) for that request. The course material must be in PDF format without passwords or encryption accompanied with the copy of the PDF DW Request Approval. The posting of the finished product must be posted within 10 days of the notification date. The following steps are performed:

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Step 1 Portfolio Product Management will review the finished product

Step 2 If Issues are found, the course material will remain in the DW Folder for further review by the DW Team.

6.1 Issues Reported The Portfolio Product Manager will review the Issue Summary Report and determine the severity of the issues reported. The Theatre Managers and Authorized Cisco Learning Partner will only be notified if issues are identified and correction is required.

Levels of Severity:

1. Minor: No Action, cursory communications is required.

2. Medium: Adjust source percentage (%) Pricing and communicate decision to Theatre Managers and Authorized Cisco Learning Partner.

3. Severe: Rescind DW Approval, Communicate decision to Theatre Manager and Authorized Cisco Learning Partner.

Operations will identify any impact on Royalty reported. Updates will be made to the DW Tracking Sheet and Gilmore Products.

7 Definitions, Acronyms and Abbreviations The following are used in this document:

Table 6 – Acronyms

Acronym Definition

AT Advance Technology

BU Business Unit

CAG Course Administrative Guide

CPM Curriculum Product Management

DRM Digital Rights Management

DW Derivative Works

DWID Derivative Works Identification

e-Learning Self paced electronic training

EOL End of Life


FTP Server File Transfer Protocol server where L@C will post content for Learning Partner

Gilmore Provider of full range print supply-chain solutions to help large distributed enterprises get their product to market.

ILT Instructor Led Training

IP Intellectual Property

L@C Learning at Cisco

LL Learning Locator

LPMS Learning Partner Management System

NPI New Product Introduction

PPM Program Product Manager

SME’s Subject Matter Experts

TEC Technical Education Consultant

Guidelines Derivative Works Program - Cisco · 5 Derivative Works Content Distribution ... 07/13/11 . Learning ... learning) and other self-paced learning products (workbooks, CDs,

Documents