Transparent Licenses: Making user rights clear (OLA Super Conference 2015)
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1 Transparent Licenses: Making user rights clear Amaz Taufique, Assistant Director, Systems and Technical Operations, Scholars Portal, OCUL Christina Zoricic, Metadata Management Librarian, Western University Jenny Jing, Information Systems Librarian, Queen’s University Marc Lalonde, Digital Library Coordinator, University of Toronto
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Transcript of Transparent Licenses: Making user rights clear (OLA Super Conference 2015)
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Transparent Licenses: Making user rights clear
Amaz Taufique, Assistant Director, Systems and Technical Operations, Scholars Portal, OCUL
Christina Zoricic, Metadata Management Librarian, Western University
Jenny Jing, Information Systems Librarian, Queen’s University
Marc Lalonde, Digital Library Coordinator, University of Toronto
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• Shared technology service of the 21 university libraries of the Ontario Council of University Libraries founded in 2003
• Provides content aggregation and preservation services for member libraries
• Journals – 16,461 and 40 M articles
• Books – 610,000 ebooks
• GeoPortal – GIS Data
• ODESI – Numeric Data
• Dataverse – Research Data
• OUR – Licenses
What is Scholars Portal
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Summer 2011
• Events Surrounding Access Copyright = Major Impact to University Library Systems
• Investigate available options– Available systems (Verde/homegrown) didn’t cut it
• Ideal Solution– Easy to implement/use/share
– Multilingual
– Cheap/Free
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UBC Mondo License Grinder
• Designed to be a back end tool
• Was being used at UBC as license cataloging software
• Open Source
• University of Windsor was using it and linking it into SFX
• OCUL started investigating if it could be re-purposed
• Lots of Potential and was simple to Develop (LAMP stack)
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Consultation
• Lawyers– Helped with legalese
• Librarians
– display usage rights directly in OpenURL menu
– bilingual
– share the work of capturing usage rights for consortial licenses
– Make it ours
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CRKN
OCUL
Toronto Queens Western
CREPUQ
McGill ConcordiaUQAM
CAUL
MSVU SMU STFX
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Enhancements
• Different YES/NO text
• ASK
• Activate/Deactivate
• APIs
• Attach PDF to License
• Security: SSL and Logout
• OpenURL Integration
• Multilingual
• Mapping Tool
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Licensing and Copyright at Western
University
Christina Zoricic
Acting Head, Metadata Access
Western Libraries, Western University
London, Ontario
December 31st, 2013
Goals of Copyright@Western
Education
Information Resources
Services
Licensing Project Plan
Mandate:
Provide users with access to information about licensed
use for all electronic content at Western Libraries
Timeline:
8 months (May-December 2014)
Licensing Project Plan (… cont’d)
Project Goals:
Find and identify all active signed licenses
Link to information about licensed content across all
access points (catalogue, discovery layer, external
databases)
Embed licensing element into existing workflows
Create a manual/procedures for the process
Licensing Project Team
Two Librarians
Two Library Assistants
Support from:
Other library staff
Library ITS
Customer Service Standing Committee
Western’s Copyright Advisor to the Provost
Library Assistant Training Plan
Compiled list of resources
How to read a license
No interpretation allowed
Double blind method
Weekly meetings to discuss questions and issues
Decision Map (first draft!)
Timing is everything!
(or look before you leap)
Some project numbers:
Started with 1819 ERM records
31 obsolete records deleted
Focused on records with holdings attached: 898
893 records link to licensed use information
(over 360 000 access points!!!)
95 problem records unlinked
Side benefit:
Fixed over 100 broken links and access problems!
“It’s a manual process!”
Resource record
Catalogue links to OUR
The problems of (trying) to maintain two
knowledge bases
Serials Solutions holdings management and
coverage loads into the catalogue
SFX link resolver
Next steps…
Mapping OUR records to SFX
Work in progress
More committees and working groups
Evaluating link resolvers
Jenny Jing
Queen’s University Library
OLA Super Conference, 2015, Toronto
To OpenURL Link Resolver: 360 Link
To OPAC: Voyager 8.2 & Voyager 9
To Discovery System: Summon 1& 2?
SP OUR DBs
360 Link DBs
DBs matched by names
Title _360 Title_SP License URL in SP OUR
ABI/Inform ABI Inform Global http://base/ABI_Inform
Springer Springer eBooks http://base/Springer_eBooks
ACM Digital Library
ACM Digital Libraryhttp://base/ACM_Digital_Library
360 Link- ABI/Inform
- Springer eB
ProQuestDBs
Matched- ABI Inform- Springer
A Queen’sinternal DBABI Inform global
+ URL
SP OUR
Springer+ URLQueen’s ERMMaintained DBs
SP OCULMaintained DBs
DB names + URLs
URLs
DB of DBs
• Springer
Queen’s ERMMaintained DBs
DB names
Matched- ABI Inform- Springer
DB names + URLs
URLs
Assign URL using a mapping tool
But using the Publisher Info is not accurate to get the license links for some resources
• Programming• System Admin• Database• Cataloging• Project Management
三人行，必有我师. There must be a teacher for me among any three companions.
•UBC: Teresa Lee•360Link: Matthew Reidsma •Summon: Wittawat Meesangnil•Scholars Portal: Amaz Taufique•University of Toronto: Marc Lalonde•Western University: Christina Zoricic
Acknowledgements
• Associate University Librarian: Michael Vandenburg
• Copyright Specialist: Mark Swartz
• E-Resources Librarians: Anne Brule & Ellen Symons
• Web Coordinator: Katie Legere
• Web Development Technician: Andrew DaCosta
• Application Support Technician: Alex Fletcher
必先利其器must first sharpen his tools
http://jingjenny.wordpress.com/license-link/
https://gist.github.com/happyrainb
https://code.google.com/p/mondo-license-grinder/
Transparent Licenses: Making
user rights clear
University of Toronto Libraries
Marc Lalonde
Digital Library Coordinator
Serials
Solutions
UTL
EIR(local ERM)
UTL
Databases
table
JSON
Summon
360 Link
Catalogue
HTML
Detail page
License mapper
Instantaneous
mirroring
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Managing Mappings Dilemma
• How do we manage mappings?
– Excel file/database to map databases->licenses
– Manually/programmatically enter license URLs in various
ERMs, Catalogs, OpenURL Menus, etc.
– Not easy to share
– Still very tedious
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Potential Solution
• UofT created mapping tool
• SP imported it into OUR
• For Serial Solutions, Catalogs, etc.• Import Active DBs into OUR regularly and create mappings to licenses
• Use APIs to query OUR for license information directly from platform
• For SFX
– Active targets appear in real-time in OUR
– Create Mappings
– Automated process pushes out info into SFX note field
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Thank you!
Amaz Taufique – [email protected] - @amazofficial
Christina Zoricic - [email protected] - @Libraried
Jenny Jing - [email protected]
Marc Lalonde - [email protected]
