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NISO Access and License
Indicators
Nettie Lagace, NISO - @abugseye
ALCTS CRS
College and Research Libraries Interest Group
ALA Annual, Orlando, June 26, 2016
ALA NISO Access and License Indicators Lagace
Why is This Necessary?
Growth of OA + More Funder Mandates + Hybrids
=
Lots of OA papers with different associated rights
and responsibilities =
Confusion concerning who can do what when
Audience Segments
• Readers
• Authors
• Publishers
• Funders
• Search engines/discovery services
• Academic Libraries
Working Group’s Objectives
1. A specified format for bibliographic metadata and
possibly, a set of visual signals, describing the
readership rights associated with a single scholarly
work
2. Recommended mechanisms for publishing and
distributing this metadata
3. A report on the feasibility of including clear
information on downstream re-use rights within the
current project and, if judged feasible, inclusion of
these elements in outputs 1 and 2
4. A report stating how the adoption of these outputs
would answer (or not) specific use cases to be
developed by the Working Group
Working Group Membership
Co-chairs:
• Cameron Neylon, PLoS
• Ed Pentz, CrossRef
• Greg Tananbaum, Consultant
(SPARC)
Members:
• Tim Devenport, EDItEUR
• Gregg Gordon, Social Science
Research Network (SSRN)
• Julie Hardesty, Indiana
University Library
• Paul Keller, Europeana
Licensing Framework
• Cecy Marden, The
Wellcome Library
• Jack Ochs, American
Chemical Society
• Heather Reid, Copyright
Clearance Center
• Jill Russell, University of
Birmingham
• Chris Shillum, Elsevier
• Ben Showers, JISC
• Eefke Smit, STM
Association
• Christine Stohn, Ex Libris
• Timothy Vollmer, Creative
Commons
“open access” politically fraught
• Won’t use this label
Factual information:
– Is a specified work free to read – can it be
accessed by anyone who has access to the Web?
– What re-use rights are granted to this reader?
• Minimal set of metadata needed
• Decided not to create/recommend a logo
<free_to_read> Tag
• Indicates content can be read or viewed by
any user without payment or authentication
• Simple attribute of “yes” or “no”
• Optional start and end dates to accommodate
embargoes, special offers, etc.
<free_to_read="no" start_date="2014-02-3”
end_date=”2015-02-03"/>
<free_to_read="yes" start_date="2015-02-3”/>
• Content of this tag would include a stable identifier
expressed as an HTTP URI
• URI would point to license terms that are human and/or
machine readable
• Multiple URIs can be listed if article exists under specific
license for certain period of time and then changes
<license_ref start_date="2014-02-
03">http://www.psychoceramics.org/license_v1.html</li
cense_ref>
<license_ref start_date="2015-02-
03">http://www.psychoceramics.org/open_license.html</
license_ref>
<license_ref> Tag
ALA NISO Access and License Indicators Lagace
Distributing Metadata
• Who? Publishers, aggregators, content
providers
• Include the metadata in all standard metadata
sets
– Intended that this population/distribution will
become part of standard editorial and production
workflows
• Could also include in alerts such as e-TOCs and
RSS feeds and A&I feeds
ALI Schema
JATS 1.1
Benefits of Successful
Implementation
Growth of OA + More Funder Mandates + Hybrids =
Lots of OA papers with different associated rights and
responsibilities =
Confusion concerning who can do what when
+
OA Metadata Indicator =
Transmittal of an article’s openness in a manner that
makes discovery, tracking, readership, and (hopefully)
reuse straightforward
Thank you! Questions?

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ALA NISO Access and License Indicators Lagace

  • 1. NISO Access and License Indicators Nettie Lagace, NISO - @abugseye ALCTS CRS College and Research Libraries Interest Group ALA Annual, Orlando, June 26, 2016
  • 3. Why is This Necessary? Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion concerning who can do what when
  • 4. Audience Segments • Readers • Authors • Publishers • Funders • Search engines/discovery services • Academic Libraries
  • 5. Working Group’s Objectives 1. A specified format for bibliographic metadata and possibly, a set of visual signals, describing the readership rights associated with a single scholarly work 2. Recommended mechanisms for publishing and distributing this metadata 3. A report on the feasibility of including clear information on downstream re-use rights within the current project and, if judged feasible, inclusion of these elements in outputs 1 and 2 4. A report stating how the adoption of these outputs would answer (or not) specific use cases to be developed by the Working Group
  • 6. Working Group Membership Co-chairs: • Cameron Neylon, PLoS • Ed Pentz, CrossRef • Greg Tananbaum, Consultant (SPARC) Members: • Tim Devenport, EDItEUR • Gregg Gordon, Social Science Research Network (SSRN) • Julie Hardesty, Indiana University Library • Paul Keller, Europeana Licensing Framework • Cecy Marden, The Wellcome Library • Jack Ochs, American Chemical Society • Heather Reid, Copyright Clearance Center • Jill Russell, University of Birmingham • Chris Shillum, Elsevier • Ben Showers, JISC • Eefke Smit, STM Association • Christine Stohn, Ex Libris • Timothy Vollmer, Creative Commons
  • 7. “open access” politically fraught • Won’t use this label Factual information: – Is a specified work free to read – can it be accessed by anyone who has access to the Web? – What re-use rights are granted to this reader? • Minimal set of metadata needed • Decided not to create/recommend a logo
  • 8. <free_to_read> Tag • Indicates content can be read or viewed by any user without payment or authentication • Simple attribute of “yes” or “no” • Optional start and end dates to accommodate embargoes, special offers, etc. <free_to_read="no" start_date="2014-02-3” end_date=”2015-02-03"/> <free_to_read="yes" start_date="2015-02-3”/>
  • 9. • Content of this tag would include a stable identifier expressed as an HTTP URI • URI would point to license terms that are human and/or machine readable • Multiple URIs can be listed if article exists under specific license for certain period of time and then changes <license_ref start_date="2014-02- 03">http://www.psychoceramics.org/license_v1.html</li cense_ref> <license_ref start_date="2015-02- 03">http://www.psychoceramics.org/open_license.html</ license_ref> <license_ref> Tag
  • 11. Distributing Metadata • Who? Publishers, aggregators, content providers • Include the metadata in all standard metadata sets – Intended that this population/distribution will become part of standard editorial and production workflows • Could also include in alerts such as e-TOCs and RSS feeds and A&I feeds
  • 14. Benefits of Successful Implementation Growth of OA + More Funder Mandates + Hybrids = Lots of OA papers with different associated rights and responsibilities = Confusion concerning who can do what when + OA Metadata Indicator = Transmittal of an article’s openness in a manner that makes discovery, tracking, readership, and (hopefully) reuse straightforward