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

2 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

3 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

4 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)

5 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

6 CRKNOCULTorontoQueensWesternCREPUQMcGillConcordiaUQAMCAULMSVUSMUSTFX

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8 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  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 Plan (…cont’d)  Access to licensed use of content to the Western community wherever possible:  Integrated Library System (Sierra WebOPAC)  Including Electronic Resource Management (ERM)  Across databases (link resolver)  Discovery layer (Summon)

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 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 _360Title_SPLicense URL in SP OUR ABI/InformABI Inform Global SpringerSpringer eBooks ACM Digital Library rary

360 Link - ABI/Inform - Springer eB ProQuest DBs Matched - ABI Inform - Springer A Queen’s internal DB ABI Inform global + URL SP OUR Springer+ URL Queen’s ERM Maintained DBs SP OCUL Maintained DBs DB names + URLs URLs DB of DBs Springer Queen’s ERM Maintained 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

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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

56 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

57 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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62 Thank you! Amaz Taufique – - Christina Zoricic - - Jenny Jing - Marc Lalonde -