1. Joint Information Systems Committee 24/04/2014 | | Slide 1 Jorum Licence – past, present and future Susan Eales JISC Programme Manager JISC/British Library Meeting 24th April 2006

2. Joint Information Systems Committee 24/04/2014 | | Slide 2 Agenda About Jorum History Facts and figures Licensing model Why not Creative Commons? Issues Future licensing R & D Other related work for JISC Development

3. Joint Information Systems Committee 24/04/2014 | | Slide 3 Jorum Latin – a drinking bowl; its contents

4. Joint Information Systems Committee 24/04/2014 | | Slide 4 Aims & Objectives Stand as a national statement of the importance of sharing Provide a home for publicly-funded learning and teaching materials in the first instance Act as a reference model for other repositories in terms of standards-conformance Have a keep safe function

5. Joint Information Systems Committee 24/04/2014 | | Slide 5 > Jorum Contributor Putting content in Jorum User Getting content out Jorum R&D Jorum

6. Joint Information Systems Committee 24/04/2014 | | Slide 6 Content in Jorum colleges and universities to deposit learning and teaching materials, both publicly funded project outputs and content developed at institutions Learning Resources – small assets (documents, images, diagrams) and comprehensive learning objects, covering FE & HE levels Teaching Resources – e.g. tutor guides, lesson plans, staff development materials,case studies Available to staff – teaching and support – not students

7. Joint Information Systems Committee 24/04/2014 | | Slide 7 Jorum History In October 2002, EDINA and MIMAS were asked to work together to: –Provide test-bed repository systems for JISC- funded content producing projects –Scope the requirements for a national repository service –procure the software for the national repository service.

8. Joint Information Systems Committee 24/04/2014 | | Slide 8 Initial Milestones December 2002 - Intralibrary and Xtensis provided for test- bed repository. Products were improved and enhanced as a result of feedback from JISC projects. December 2003 - Scoping study and technical requirements report produced (available on JORUM website) –Including DRM report August 2004 - Intralibrary selected as the software for the national service after a 6-month, rigorous OJEU procurement process.

9. Joint Information Systems Committee 24/04/2014 | | Slide 9 Jorum Service Set-Up and Launch 2004/5 Steering Group set up by JISC Executive Install and test Intralibrary service system Develop licensing model and workflows Outreach and liaison – early adopters Open up Contributor Service – 7 th November 2005 Open up User Service – January 2006

10. Joint Information Systems Committee 24/04/2014 | | Slide 10 Jorum R & D 2004/5 Various repository watch activities Open source systems watch eLearning repository systems research watch Technical Frameworks and Infrastructures Digital Rights Management update Preservation Reports available on Jorum website

11. Joint Information Systems Committee 24/04/2014 | | Slide 11 NB Most repository systems identified either host and make available the metadata only for objects held elsewhere or flat web pages (lecture notes with no 3 rd party content) rather than media rich content packages. JORUM is world leading in this regard.

12. Joint Information Systems Committee 24/04/2014 | | Slide 12 Facts and Figures Contributor Service launched on 7 th November 2005 User Service launched on 30 th January 2006 500 learning objects 1200 by July 2006 33 Deposit Licences signed 144 User Licences signed –15% HE –23% FE

13. Joint Information Systems Committee 24/04/2014 | | Slide 13 Licensing Model Took 2 years to develop Looked at UK Data Archive and other licences Set up a small working group to explore Creative Commons Funding for Intralibrary and Xtensis to explore handling of and workflow for multiple licences

14. Joint Information Systems Committee 24/04/2014 | | Slide 14 Why not Creative Commons? No provision for database rights Most materials contain 3 rd party resources –Not adequate provision for declaring 3 rd party rights holders CC does not permit technical restrictions and Jorum is using ATHENS Most of the materials in Jorum will be owned by the institution –At the time we werent sure if CC was suitable for this

15. Joint Information Systems Committee 24/04/2014 | | Slide 15 However… … the Creative Commons approach does have potential for educational use and this is being explored in other areas of JISC Development

16. Joint Information Systems Committee 24/04/2014 | | Slide 16 Licensing Model Simple non-technical approach to start off with –available as model from JORUM website Will be looking into more flexible models and technical solutions as part of future R & D HEFCE is licensee as a neutral body on behalf of all the funding councils

17. Joint Information Systems Committee 24/04/2014 | | Slide 17 Contd… Institutional licence Based on JISC model licence Institution takes the most liability Very liberal permitted uses × paper-based as signature required × HEFCE cant take risks, so × No repurposed material can be deposited in JORUM by individuals except under clearly-defined circumstances ? This may change with new JISC content company

18. Joint Information Systems Committee 24/04/2014 | | Slide 18 Licensing Model (Contd) Contributor Institutions sign a Deposit Licence that grants Users a non-exclusive, royalty-free licence to use materials for educational (non-commercial) purposes: Aggregate, annotate, excerpt and modify Search, retrieve, display and download Save, print Incorporate into learning environments & compile into study packs Promotional purposes Publication on externally-facing websites is NOT permitted.

19. Joint Information Systems Committee 24/04/2014 | | Slide 19 Licensing Model (Contd) Only one licence per institution Schedule for unlimited number of authorised depositors New schedules can be provided at any time to add new or change authorised depositors terms and conditions appear at each log in Take down policy

20. Joint Information Systems Committee 24/04/2014 | | Slide 20 Workflow Jorum application profile of UK LOM Core specification Contributors add minimum amount of metadata –Title, description, classification Cataloguing team work this up to consistent quality Rights field of profile is defaulted to Jorum Terms and Conditions Rights holder information applied in ODRL for future proofing Citation guidelines being produced

21. Joint Information Systems Committee 24/04/2014 | | Slide 21 Issues Immature or out of date institutional policies Engagement with Jorum is forcing institutions to consider IPR issues as both publishers and users Number of licences received so far is encouraging We are under pressure to open Jorum out to other sectors –HEFCE does not wish to be responsible –HEFCE is custodian of IPR for institutions Need to proceed gently and with caution No dominant licence expression language yet emerging

22. Joint Information Systems Committee 24/04/2014 | | Slide 22 Licensing R & D Will continue throughout the proposed 3-year service in development period –Reviewed at least annually Expert Group set up Also influenced by the new Digital Repositories Programme and other development work at JISC

23. Joint Information Systems Committee 24/04/2014 | | Slide 23 2006 Republishing to Jorum Extending deposit to other bodies Use case approach to widening access to Jorum Log of comparable international repositories and their licensing schemes for future exploration –AESharenet –BC Commons (BCcampus)

24. Joint Information Systems Committee 24/04/2014 | | Slide 24 Also Within JISC Development Build upon the Intrallect report for the Common Information Environment: Use cases of when Creative Commons licences have been used successfully within HE and FE community Document when it is not appropriate to use them Exploring derivatives of Creative Commons and Creative Archive licences for output generated by JISC projects –Work with CC-UK

25. Joint Information Systems Committee 24/04/2014 | | Slide 25 Further Information www.jisc.ac.uk/programme_x4l.html www.jorum.ac.uk Susan Eales [s.eales@jisc.ac.uk]