1. Digital Rights Management in the Academy MERLOT International Conference August 3, 2004 This work is licensed under the Creative Commons Attribution-NoDerivs-NonCommercial License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nd-nc/1.0/ or send a letter to Creative Commons, 559 Nathan Abbott Way, Stanford, California 94305, USA. The license permits non-commercial use, requires attribution and forbids modification.http://creativecommons.org/licenses/by-nd-nc/1.0/

2. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 2 Purpose Explore the management of digital content rights in a distributed ecosystem  Requirements  Processes  Technologies  Services  Examples  Issues Consider the impact of digital rights management on MERLOT

3. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 3 Agenda Introduction and Agenda 1:00 – 1:10 Exercise: Non-Digital Scenario 1:10 – 1:40 The Digital Rights Challenge 1:40 – 2:00 Digital Rights Ecosystem Model 2:00 – 2:20 Exercise: Digital Scenario 2:20 – 2:40 Break 2:40 – 2:50 Exercise: Digital Scenario (Cont’d) 2:50 – 3:10 Demonstrator Projects and Tools 3:10 – 3:50 Discussion: MERLOT Implications 3:50 – 4:30

4. Non-Digital Scenario

5. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 5 SCENARIO: TEXT BOOKS Author writes a book Publisher publishes it Publisher sells book to wholesaler Instructor selects book for course Wholesaler sells to College Bookstore Bookstore sells to Students

6. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 6 Role Playing Scenario Duration - 40 minutes total Assign Roles –  Author, Publisher, Wholesaler, Retailer, Instructor, Student, Book Step through the life cycle – at each step:  Market model, rights management expectations, law  How are rights are defined, distributed, acquired, enforced and tracked?  Identify the technology used to support rights processes

7. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 7 SCENARIO: Rights Perspective © defined when book is published Publisher to Wholesaler to Bookstore to Student:  Rights distributed / acquired in exchange for money The physical book  Contains and renders content  Is a token of exchange  Helps enforce rights via copy protection & tracking Rights are  Governed by law, agreements & professional ethics (e.g. attribution  Supported by trusted B2B & B2C relationships

8. Digital Rights Management Challenge

9. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 9 What Changes in the Digital World? Separation of content and rendering  Digital files contain content  Players render content  A book does both Replication and distribution  Replication is (nearly) perfect  Distribution is (nearly) free  Books are hard to replicate and require physical distribution

10. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 10 What Changes in the Digital World? Tracking and control  How do you uniquely label a digital copy?  How many digital copies have been distributed?  Books can be physically ‘stacked and tracked’ The nature of distribution  Services are unbundled (and less familiar)  There are few barriers to participation in digital distribution  Who do you trust?

11. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 11 Therefore … A move from organizational to technological methods of rights management In the ‘perfect’ digital world:  Authors define rights and licenses when they create the content  Rights are expressed in a standardized form  Distribution, repository and rendering technology Recognizes Interprets Enforces Redistributes But … we are at the beginning of the road

12. Digital Rights Requirements in Academia

13. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 13 Protect … or Share? Protection is not the only goal  The commercial licensing of inviolable content directly to a consumer is only one model For education and research, digital rights must support sharing and reuse  DRM as an enabler, not just a controlling technology  Difficulty of accessing rights is a barrier to reuse * *NSDL Content Reusability project – www.reusablelearning.orgwww.reusablelearning.org

14. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 14 Policy vs. Enforcement * Digital Policy Management  Identify and describe rights  Set business rules  Organize rights to enable content distribution Digital Policy Enforcement  Ensuring that digital rights are respected  Not punitive, based on mutual benefit Two different, but interrelated activities * From a presentation by Chris Barlas of Rightscom at the EdMedia 2004 world conference in Lugano, Switzerland

15. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 15 Tracking and Attribution Goals of academic authors  Share IP as widely as possible  Receive proper attribution Repositories and providers want to track usage  Evaluation of the value of content  Determining cost per use  Reporting usage for funding and recognition

16. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 16 Persistence and Standards Rights must persist in a distributed network  IT can provide control within the organizational firewall … but …  Content in academia must freely cross technological and organizational boundaries  Rights expressions must ‘persist’ so they are available wherever and whenever content is used. Standards are needed  For expressing, transmitting, interpreting and enforcing  However, we are not going to enthrall you today with our vast knowledge of the details of evolving standards Man turns to stone listening to standards presentation * * Permission to use requested from Williams-Exeter Programme at Oxford - www.williams.edu/ dean/oxford/oxford.htmwww.williams.edu/ dean/oxford/oxford.htm

17. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 17 Overarching Issues DRM = Management of Rights by Digital Means Rights Management depends on models of IP  Control(individual – organizational – public)  Rewards (fame – fortune – fulfillment)  Constraints (policy – legal – technological)  Content(form – function – properties)  Relationships (trust – communication – economic) In the digital world  Content has changed  Relationships have changed  Standards are in their infancy  Functionality is clumsy

18. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 18 Definitions Attribute  Assign credit to a creator of an original work when the work is referenced, copied, distributed or performed. Authenticate  Establish the identity of an individual. Authorize  Establish what an individual is permitted to do. Protect  Protect a work from unauthorized use.

19. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 19 Definitions Copyright  Rights granted to an original work under applicable law. License  An explicit collection of rights pertaining to a resource.

20. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 20 Definitions Digital Rights Management  The process of defining, tracking and enforcing permissions and conditions through electronic means. Persistent Rights  Associating rights and restrictions with a work in a way that persists as the work moves through a network and is used by different applications, platforms and people.

21. A Digital Rights Ecosystem Model

22. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 22 DIGITAL RIGHTS ECOSYSTEM: Law & Policy Market Mechanisms Rights Expectations Content workflows Content management technology Agents & Actors who distribute, acquire or enforce rights Learning environments Standards Infrastructure Services A system formed by the interaction of a distributed learning community with

23. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 23 Rights Management Environment LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Environment in which DRM takes place

24. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 24 Rights Management Environment LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Actors in the Ecosystem

25. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 25 Author Assemble Publish External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Rights Management Environment Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students CONTENT MANAGEMENT

26. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 26 Content Life Cycle Create  Author  Assemble Offer  Publish  Catalog  Distribute Acquire  Find  Acquire Rights  Acquire Content Use

27. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 27 Author Assemble Publish Distribute Content Acquire Content External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Distribute Content Acquire Content Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Distribute Content Acquire Content Distribute Content Acquire Content Rights Management Environment Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students The Flow of Content

28. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 28 Rights Management Processes Define Rights Distribute / Acquire Rights Enforce Rights Track Usage

29. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 29 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students The Flow of Rights

30. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 30 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students

31. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 31 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Rights expression A machine (and human) readable expression of what can be done with content under what conditions. Licenses can be written using rights expressions. A rights expression language is a grammar and vocabulary for expressing rights in a standardized format.

32. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 32 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Content Protection Preventing or discouraging the unauthorized use of content. E.g. copy or print protection. Supported by standards such as encryption, digital watermarking, etc.

33. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 33 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Authentication and Authorization Authentication is the process of establishing the identity of a user. Authorization is the process of determining what a user is permitted to do.

34. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 34 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Content Registry A registry is a storehouse of information about content that provides persistent unique identifiers. Registries may provide means to find content in ways that are more dependable than direct pointers to content.

35. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 35 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Rights (License) Registry A place where licenses associated with content may be permanently stored and readily accessed. License registries associate rights to content in a persistent fashion, and allows licenses to be accessed remotely. (Creative Commons is one example.)

36. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 36 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Financial Services Financial systems, human resources systems, and other ‘enterprise systems’ manage access to content based on departmental charge- backs, user fees, manager permissions and other factors.

37. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 37 Author Assemble Publish Rights Management Environment Distribute Rights Acquire Rights Expression / Enforcement Standards Infrastructure Services (Some Standardized ) Rights Expression Content Protection Content Registry AuthenticationAuthorization Financial Services Rights Registry Usage Tracking & Reporting Services External Sites -------------- Digital Libraries E-stores Bookstores Etc. Internal Sites ------------- Libraries, Repositories, Content Mgt Systems Etc. Catalog Find Acquire Distribute Enforce and Distribute Rights Acquire Rights and Track Usage Distribute Rights Learning Management Environments --------------- Course Mgt Systems, Collaborative Environments, Portals Etc. Enforce and Distribute Rights Acquire Rights and Track Usage Use LawExpectationsPolicyMarket Mechanisms DIGITAL RIGHTS MANAGEMENT ECOSYSTEM Librarians / Repository Managers PublishersAuthorsFaculty Students Usage Tracking and Reporting Services Usage tracking and reporting services are likely to be part of a widely distributed ecosystem, partly to support ‘per use’ financial models. Such services may be linked to content registries.

38. Exercise: Digital Scenario

39. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 39 Checklist for applying the model Environmental factors that affect rights management:  Market models; The legal and policy context; Important actors (organizations and people) and roles; Expectations for the management of rights Content lifecycle(s) in the scenario. Where and how should rights be  Defined; Acquired and distributed; Enforced Where and how usage should be tracked. What services are required to support rights management processes? What services are provided by existing technology? Identify what functionality gaps need to be filled and what approaches are realistic

40. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 40 SCENARIO: Learning Object Repository* State Resource Center  Develops a piece of content themselves (adaptable content)  Gets a piece of content from PBS Digital Repository  Reviews the content, generates metadata descriptions, catalogs University / School District Library  Identifies useful repository resources  Incorporates into their catalog / teacher portal Teachers  Discover and use content  Modify content  Deliver to Students via learning management environment * Based on scenarios from U.S. Eisenhower National Clearinghouse (ENC)U.S. Eisenhower National Clearinghouse

41. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 41 Scenario Analysis Purpose:  Explore the requirements for individuals, technology and organizations to support a comprehensive distributed digital rights ecosystem.  Examine rights management issues and requirements within the context of the repository scenario. Process:  Assign roles – Authors, state resource center, digital repository, school district library, teacher, content  Step through the simulation Flow from the creation of the content all the way to its eventual use by a student Identify rights management requirements and processes at each step

42. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 42 Environment / Requirements The repository is a distributor  Rights are determined by a range of rights holders, not the repository. Rights management issues include  Viewing  Modification  Distribution  Attribution  Tracking Catalog records are also intellectual property.  Repository wants attribution  Repository wants to maintain quality branding

43. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 43 Content Life Cycle and Rights Life Cycle  Content authored by a range of sources  Repository finds content or has it submitted to them  Repository categorizes, evaluates and describes content and creates catalog records  Users search repository to find content for a range of uses Rights  Defined by authors when content is created  Repository defines rights for catalog records themselves  Repository may need to access rights through a number of layers in between them and the author  Need to interpret, display and distribute rights as part of catalog in a consistent way

44. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 44 Usage Tracking and Services Needed Usage Tracking  Repository wants to track and report usage of assets back to the source, and to funding agencies Services Required  Rights expression for consistent display and interpretation  Persistent unique identifiers to avoid redundant entries, and for ongoing maintenance  Usage tracking service, including the tracking of the reuse of catalog records by other repositories

45. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 45 Services Provided and Gaps Services Provided  None of those described are yet available Gaps  Standards and technology are emerging for: Digital rights expression language Persistent unique identifiers / registries  Nothing on the horizon for usage tracking services

46. Other Digital Scenarios

47. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 47 SCENARIO 1: Commercial “E-Packs” Textbook publisher sells “e- packs” (or “course packs”). E-packs are loaded directly into a Course Management System*. Students access content through the Course Management System. * Same as “Virtual Learning Environment” or “Learning Management System”

48. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 48 Environment / Requirements Remuneration for publisher. Attribution for author. Local copies for students. School required to control access  per class or section or  per individually purchased license. Publisher expects access to be restricted

49. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 49 Content Life Cycle and Rights A simple linear life cycle  Content enters ecosystem from a controlled source (publisher)  Distributed via course management system  Used by student Rights  Defined through law and contract  Trusted partners (publisher, bookstore, IT)  Enforced by CMS restricting access to registered students  Content could require students to have a license code

50. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 50 Usage Tracking and Services Needed Usage Tracking  At the CMS when content is used, or  At bookstore when license and textbook sold Services Required  Copy protection / encryption  Authentication and authorization  Financial services (fees for licenses)  Usage tracking and reporting

51. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 51 Services Provided and Gaps Services Provided  CMS or IT env’t provides authentication and authorization  Financial and usage tracking available via bookstore Gaps  CMS cannot support entry of license code for content  Copy protection not in student computing env’t  No persistence of rights outside of CMS

52. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 52 SCENARIO 2: Sharing a Test Bank* A professor creates a bank of interactive test questions. The funding comes from a grant with no intellectual property strings attached. * Contributed by Gerd Kortemeyer, Director, Michigan State University Laboratory for Instructional Technology in Education

53. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 53 Environment / Requirements Use is free for educational purposes  Commercial use requires permission Source code may be installed with permission and proper safeguards Professor wants attribution and record of all uses  Does not want students to access questions and answers outside of a course Instructors want scores reported to Course Management Systems

54. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 54 Content Life Cycle and Rights Distributed Network life cycle  Prof creates question bank in personal env’t  Distributes via her web site and loads to university library repository  Faculty load content to other school’s CMS  Some faculty want to make changes Rights  Partners not known in advance  Access is governed by roles (student and faculty)  Modification not allowed without permission  Copy / print enforcement needed to prevent students

55. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 55 Usage Tracking and Services Needed Usage Tracking  Prof wants usage and question results reported Services Required  Copy protection / encryption  Authentication and role-based authorization (prof’s web site, library repository and all CMS systems)  Expression of rights so faculty understand  Usage tracking and reporting

56. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 56 Services Provided and Gaps Services Provided  Authentication and authorization part of library repository and CMS environments Shibboleth can support cross-institution  Downloads can be tracked  Some file formats can be copy protected Gaps  Prof’s web site not secure  Downloading faculty could grant access to students  Depending on format, no copy protection  External CMS won’t report usage to prof  No standard rights expression language

57. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 57 SCENARIO 3 –TEACH Act* A History professor wishes to make a portion of a copyrighted film available to students online. The professor's institution owns a copy of the film on videotape * US Copyright Law Exemption: Technology, Education And Copyright Harmonization ACT

58. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 58 Environment / Requirements Teach Act Requirements  College must be accredited.  College must obtain a digitized copy if possible. (If not, then may digitize film.)  Copyright policy must be in place; faculty and appropriate staff must be educated.  Use must be under “instructor supervision.”  Copyright notice must be displayed.  Access must be restricted to class members and for a reasonable time period.  Students must be technologically prevented from redistributing or retaining copies past deadline.

59. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 59 Content Life Cycle and Rights Life Cycle  Prof purchases as a consumer  Loaded to server  Viewed by students enrolled in course Rights  Rights defined by PBS at time of production and sale  TEACH act grants restricted usage and distribution rights  Students acquire rights to view when then enroll in class  Enforcement require to prevent student copying, and to stop access when class is over

60. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 60 Usage Tracking and Services Needed Usage Tracking  CC not required to track usage  Prof may want to track for pedagogical purposes Services Required  Authentication and authorization  Content copy protection / encryption  Restrict student access to time enrolled in class

61. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 61 Services Provided and Gaps Services Provided  CMS provides authentication and authorization  CMS restricts access to enrolled students while class is on  Media servers can prevent copying Gaps  Ability to have rights associated directly with content, rather than having to program CMS every time a course is held.

62. Demonstrator Projects and Tools

63. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 63 COLIS See COLIS slides

64. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 64 Key Points to COLIS Rights are expressed through a rights expression language Rights are enforced at point of delivery Includes repository services & directory services

65. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 65 CELEBRATE CELEBRATE slides CELEBRATE demonstration site http://demoportal.eun.org/ For information on CELEBRATE http://www.eun.org/eun.org2/eun/en/index_celebrate.cfm

66. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 66 Key Points to CELEBRATE Rights embedded in metadata via a rights expression language A Brokerage provides federated search & rights management services Brokerage mediates and records agreements among highly trusted clients Users are not identified; they are hidden behind LMS / CMS that communicate and enforce constraints

67. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 67 What Is Microsoft Rights Management Server (RMS)? * Information protection technology  works with RMS-enabled applications to help safeguard digital information from unauthorized use  online and offline  inside and outside the firewall  Includes encryption, certificates and authentication technologies Protection of information through persistent usage policies, which remain with the information—no matter where it goes  XrML – eXtensible rights Markup Language * Extracted from– “Microsoft Windows Rights Management Services for Windows Server 2003”, www.microsoft.com, October 2003www.microsoft.com

68. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 68 Microsoft RMS and GigaTrust GigaTrust presentation Rights Definition and Enforcement

69. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 69 Key Points about RMS and GigaTrust Rights embedded in rights expression Access to central server required to get access to license Authentication (based on email address in demo) required to get the license Encryption prevents access without license Rights persist regardless of file location

70. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 70 From National Science, Math, Engineering and Technology Digital Library Web Site -- Overview of the Core Library ArchitectureOverview of the Core Library Architecture

71. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 71 Key Points to NSDL No uniform rights model yet Rights management motivated by reusability Moving to Fedora (www.fedora.info) architecturewww.fedora.info Things that don’t work:  Absolute enforcement of constraints  Requiring applet download

72. Discussion - MERLOT Recommendations

73. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 73 Rights & Permissions Guidelines The NSDL Reusable Learning project has developed Guidelines for reusability Structure is modeled after Web Accessibility guidelines The handout contains the guidelines that pertain to rights These may be useful in the subsequent discussion

74. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 74 Rights & Permissions Guidelines Provide a statement of rights and permissions. Grant appropriate rights. Statement of Copyright (P1) - The copyright should be clearly stated, and include contact information for the copyright holder. Terms of Use (P1) - A license or explicit statement of rights and terms of use should be attached to or referenced in the resource. Grant Modification Rights (P2) - Grant rights to modify the digital learning resource, or provide contact information for asking permission.

75. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 75 Recommendations Write down 2 concrete recommendations for MERLOT or MERLOT contributors with regard to Rights Management and related topics (5 minutes) Post to Flip chart Sharing and discussion

76. Moving Forward

77. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 77 Conclusions from Examples DRM models emerging for federations Persistence not yet addressed Services / Standards are emerging  Persistent Unique Identifiers  Rights Expression Languages  Federated trusted authorization  Standardized licenses  Tracking services  Content protection

78. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 78 Challenges There are demonstrators, but …  Limited in scope  Need solutions now There are standards and technology, but …  Not ready  Won’t be ready soon Changing the world would be nice, but …  Decision makers need answers now  Implementers need answers now  Users need answers now

79. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 79 Some Tools of the Trade Rights Expression Languages  Standardized expressions of rights (permissions, conditions, offers etc.)  XML – machine & human readable (somewhat)  Key for persistent DRM Creative Commons Licenses  Standardized grants of rights by copyrights holders  Easily incorporated, legally correct Persistent Unique Identifiers  “Handle” systems  Registration authorities  Standardized

80. Eduworks Corporation August 3, 2004MERLOT Conference: DRM in the AcademyPage 80 Questions & Answers Contact information: rrobson@eduworks.com gcollier@eduworks.com rrobson@eduworks.com gcollier@eduworks.com Slides will be available from http://www.eduworks.com/library http://www.eduworks.com/library