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IDF Members meeting 2005 doi>. Mario Renaldi: President, MEDRA doi> IDF Members meeting 2005.

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Presentation on theme: "IDF Members meeting 2005 doi>. Mario Renaldi: President, MEDRA doi> IDF Members meeting 2005."— Presentation transcript:

1 IDF Members meeting 2005 doi>

2 Mario Renaldi: President, MEDRA doi> IDF Members meeting 2005

3 Jonathan Clark: Chairman, IDF doi> IDF Members meeting 2005

4 Norman Paskin doi> Directors Review of the past year

5 We have 55 people, from 33 organisations Our thanks to MEDRA for hosting About half of us are invited participants from other sectors –26 from 18 non-member organisations –Some are first-time participants –We avoid internal matters as far as possible and focus on applications and updates on progress doi> IDF meeting 2005

6 2004 meeting: began evolving into less of a members meeting and more a general DOI seminar. Technical workshop. 2005: no additional workshops –Members-only strategy meeting (Monday) –Board meeting Wednesday Presentations will be available on the DOI web site Feedback from last meeting: –keep the open invitation to others, and be open –Allow more time for networking Board members in particular want to hear from you doi> IDF meeting 2005

7 Jonathan Clark (Chairman) Elsevier Ed Pentz (Vice Chair) CrossRef Craig Van Dyck (Treasurer), John Wiley & Sons Jens Bammel, International Publishers Association Pat Schroeder, Association of American Publishers Gertraud Griepke, Springer - SBM Bruce Funkhouser, Copyright Clearance Center Johan Steenbakkers, CENL Scott MacFarland, Ovid Technologies Bob Bolick, McGraw-Hill Michael Fraser, Copyright Agency Ltd. John Purcell, LON, Inc. Terry Blake, TSO IDF Board Members doi>

8 The agenda has been slightly modified Session One Directors summary Session Two: RA Updates Selected Updates from existing applications (RAs): –TIB, OPOCE, ELEONET –Coffee break Customer Focus: OECDs Statlinks Panel session on New DOI Applications –Lunch and networking Session Three: Future Perspectives: Possible use of DOI in electronic licensing –Break Session Four: Maintaining DOIs added value Standards updates Intellectual property issues Close and evening guided walking tour followed by buffet reception Outline of the day doi>

9 Two consistent themes since 1998 doi>

10 Activity tracking Activity tracking Full implementation Full implementation Initial implementation Initial implementation Single redirection (persistent identifier ) Metadata Other efforts, standards, etc Multiple resolution A continuing development activity (1) DOI: development in three tracks

11 (2) Creation of an organisation IDF M & cost-reductiondevelopment spend Operating Federation RA C

12 1.Strategy review – is growth sufficient? -Only one new area (data) -Modest growth in DOIs of most RAs -Underlying income = costs – vulnerable to problems -Restructuring: proposal from RAs 2.Finalising DOI system: IP issues -Completing main development work -Good progress with standards bodies -IP issues need to be dealt with Main themes 2005 doi>

13 Selected highlights (see DOI News) doi> June 2004: IDF formally awarded MPEG RDD* CrossRef launched CrossRef Search (DOI/Google) Open URL using DOI by Infotrieve CENDI persistent identifiers paper endorsing. Handle and DOI Aug 2004: OPOCE as RA: EC publications to get DOIs IPA resolution endorses DOI for publishers TSO launches free+ pricing model CDI announces McGraw-Hill and other uses Oct 2004: IDF reaffirms DOI as open spec National Libraries (CENL) join IDF Board EPS White papers on DOI business case Nature using DOI with RSS

14 Selected highlights (see DOI News) doi> Nov 2004: DOI accepted as ISO work item* OECD launches StatLinks for tables* DLF: ERMI e-licensing workshop DOIs for science data: CODATA Mar 2005: ISO confirms MPEG RDD* Apr 2005: Member survey on Strategy RAWG/Board Strategy meeting TIB becomes DOI agency for science data Names4Life joins IDF Revision of DOI syntax standard* ONIX for licensing terms project launched Jun 2005: IDF participant in Internet Governance Forum Handle System Public Licence for GRID* Bowker Marketlinks announced

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16 2005 meeting: 1.Strategy review – is growth sufficient? -Only one new area (data) -Modest growth in DOIs of most RAs -Underlying income = costs – vulnerable to problems -Restructuring proposal from RAs 2.Finalising DOI system & IP issues -Completing main development work -Good progress with standards bodies -IP issues need to be dealt with Main themes doi>

17 Cumulative DOI Deposits – by RA per year Currently 10 RAs: but one dominates doi> (6 months)

18 Cumulative DOI Prefixes – by RA per year doi> But prefix development improving

19 No increases in fees for either members or RA fees in 2005 Net gain of one RA member: TIB converted from a General member in 2005 –June 2004 IEEE did not renew (CrossRef members) –June 2004 Enpia (RA) did not renew (but have recently re-approached) –July 2004 Microsoft did not renew (sponsor left) –August 2004 OPOCE joined as RA member –January 2005 Knowledge Solutions did not renew (special case)2005 –March 2005 McGraw-Hill changed from Charter to General member –May 2005 NamesforLife joined as a General member –May 2005 TIB converted from a General to RA member doi> Membership Number of Members: 31 (5 Charter, 14 General, 10 RA and 2 Affiliate) (better than we forecast in budget) $40K$5K Number

20 The planned conversion from membership support to operational support is happening: Year Number of RAs (end year) %of revenues RAs < Forecast Forecast1176 Increase in RA funding doi>

21 Break-even on current costs: Six Crossrefs or equivalent or 20 small RAs or A mix in between Breakeven is a point where lines intersect

22 The planned conversion from membership support to operational support is happening But the pie is not getting big enough Leaves us very vulnerable to the unexpected –e.g. 2005: projected initial small gain will be a small loss –Due to unanticipated legal costs Concern if: –increased membership attrition, one or more RAs leave –Lower than forecast growth rates –No take up in new sectors Solutions: –Cut expenses –Increase operational income –Other income (loans, grants, equity etc) Questionnaire survey of members on strategy IDF Strategy for growth doi>

23 Move to Managing Agent rather than central IDF staff More cautious forecasts of growth to 2009 –Fewer non-RA members (12 to 11, compared to 13 throughout) –No new RAs (10 throughout, compared to growth to 11,13,14) –Advance payment of some fees by RAs and Charters Save costs in long term Focus on enabling current RAs to generate more DOIs Limited outreach to new sectors –avoid more RAs in same sectors Consolidation Under review Strategic implications being discussed –Including: how to get more DOIs? Led to: Restructuring proposal from RAWG doi>

24 How to get more DOIs Promoting basic concepts is a role of IDF Simplified Handbook DOI Factsheets (on web site) SEE LATEST Value Added by DOI Simplified presentations (on web site) Staff focus on infrastructure, applications in new areas e.g. Persistent Identifiers e.g. ERMI, DRM, CODATA, etc RAs focus on building applications in their existing sectors IDF has developed some tools for RAs: in areas of Resolution – e.g. Acrobat plug-in Multiple resolution: DOI-AP framework Semantic interoperability: Data Dictionary Why is uptake of these slow? doi>

25 Tool Bar Acrobat plug-in: Get latest version DOI Last date

26 Tool Bar cnri.test.jsn/pdf TYPEDATA last_modified T14:06:03-03:00 DOI Handle Record T14:06:03-03:00 Internet Handle System Acrobat plug-in: Get latest version

27 Tool Bar Acrobat plug-in: Get latest version

28 Acrobat plug-in: Multiple Resolution /Metadata

29 Related links doi> Acrobat plug-in: Multiple Resolution /Metadata

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32 Entity Service Instance Service Definition Entity Service Instance Application Profile Service Instance Application Profile Service Instance Service Definition The properties of groups of DOIs are defined as APs APs have one or more Services Services have definitions DOI Data Model: AP Framework New APs and services may be created or made available Entities are identified by DOIs

33 Data Dictionary Metadata scheme e.g. ONIX Metadata scheme e.g. SCORM ONIX:Author = NormanRights:Writer Metadata Scheme NormanRights Term Author Term Writer Data Dictionary

34 How to get more DOIs Need to marry these concepts to practical applications Discussion item for the later panel on DOI New Applications doi>

35 2005 meeting: 1.Strategy review – is growth sufficient? -Only one new area (data) -Modest growth in DOIs of most RAs -Underlying income = costs – vulnerable to problems -Restructuring proposal from RAs 2.Finalising DOI system & IP issues -Completing main development work -Good progress with standards bodies -IP issues need to be dealt with Main themes doi>

36 Completing main development work –Multiple resolution and metadata frameworks essentially complete? –Stabilise Core specification Good progress with standards bodies –Core specification standards-based –See presentations this afternoon NISO - syntax revision finalised* ISO – DOI system accepted as work item* ISO MPEG – IDF role in data dictionary approved* URI – remains under discussion* Finalising DOI system & IP issues doi>

37 Once the Internet went commercial, intellectual property (IP) issues assumed a legal and cultural importance like never before… –Information Today, p.1, June 2005 Intellectual Property issues doi>

38 IP issues need to be dealt with -IDF has been discussing IP matters since the outset -Board decision that patent etc was inappropriate at that stage of development -Community and trust felt to be important -Proceeding on the basis of a developing membership agreement and RA Letter of Intent with implicit and some explicit IP policy or intention expectations. -Aug 2004: Became aware of several patent application with mention of DOI by CDI -Accelerated this IDF IP process into an explicit formal policy proposal. -NOTE the aim is to arrive at a generic policy – not solely deal with the CDI issue (which will not be discussed here now) Finalising DOI system & IP issues doi>

39 -To affirm DOI as an open specification -as per DOI News October 2004 Clarity about IP ownership in all elements of the DOI specifications Clarity about any third party owned IP which form an essential element of implementation of the DOI specifications (e.g. CNRI, CONTECS) Clarity about any third party IP not an essential part of the specifications: allow others to build IP on top with assurance Compliance with DOI standard in IP terms through (RA) licences Ed Pentz will discuss the IDFs proposal later this afternoon. Aim of drawing up an IP policy doi>

40 A concern of many SSOs – see almost any issue of Information Today etc! Lemley: Intellectual Property Rights and Standard Setting Organisations 2002: -A quarter of 30 SSOs examined by Lemley had no policy -Diversity in IP policies of different SSOs - did not reflect any drivers but largely accidental. IP policy discussions with organisations IDF is aware of or has consulted, including ISO, NISO, OeBF, W3C, IETF, CRF, Mi3P, and OASIS. The greatest concern of almost all SSOs in their IP policy relates to the inclusion of patented technology in a specification, and the implications that may arise for users. Typically provisions relate to disclosure of patents (and sometimes to pending patent applications) and their licensing. Policies are designed to avoid members keeping deliberately silent about existing or planned relevant IP claims. There is considerable concern over submarine patents. The issue of patent disclosure is often linked with the standardisation process itself, which may require detailed disclosure and licensing agreement timetables. Most SSOs are not licensing bodies but make their specifications widely available without charge SSOs may also seek in a policy to limit their liability to any adopter of the specification. IP and Standards Setting Organizations doi>

41 1.Strategy review – is growth sufficient? -Only one new area (data) -Modest growth in DOIs of most RAs -Underlying income = costs – vulnerable to problems -Restructuring proposal from RAs 2.Finalising DOI system & IP issues -Completing main development work -Good progress with standards bodies -IP issues need to be dealt with Summary doi>

42 Norman Paskin doi> Directors Review of the past year

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44 October 2004 IDF re-affirms DOI as an open specification The International DOI Foundation has re-affirmed its primary purpose of promoting the widest possible distribution and use of DOIs and the DOI System and ensuring that the DOI remains an open standard and system available to all who wish to adopt it. The IDF committed at its latest Board meeting to adopting a policy on Intellectual Property rights associated with the DOI system, in order to provide clarity and assurance to users of the DOI System. The key feature of the IDF Policy is that the IDF, as governance body of the DOI system, safeguards (owns or licences on behalf of registrants) all Intellectual Property Rights relating to the DOI System. It works with RAs and with the underlying technical standards of the DOI components to ensure that any improvements made to the DOI system (including creation, maintenance, registration, resolution and policymaking of DOIs) are available to any DOI registrant. DOI resolution is of course already freely available to any user encountering a DOI. The IDF and its members put considerable effort and resources into continuing development of the DOI System, and so the International DOI Foundation recognizes that (as with standards bodies in other spheres) it must take adequate measures to preserve, protect and enhance its operating processes to encourage its Members to improve and expand the DOI System and to enjoy the benefits of those efforts, while at the same time encouraging the continuing development and use of DOI- based technologies among DOI registrants in pursuing such infrastructure development.


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