diane grover lis 550 fall 2010 licensing for electronic resources
DESCRIPTION
Licensing WHY?TRANSCRIPT
Licensing: Crash Course in the Basics
Why?What is a license?Typical elements in a licenseLicense “terms of death”Reviewing a real licenseLicense support
Licensing
WHY?
What is a license?Written agreement between 2 or more partiesA grant of rightsBased in contract lawCopyright and Fair UseWide variationNegotiable
If you remember only one thing…
Contract law overrides copyright and fair use
Typical license elementsParties: licensee and
licensorDescription of product
offeredDefinitionsAuthorized usersAuthorized siteEach party agrees WarrantiesTerms of UseRestrictions
ConfidentialityLiabilityForce MajeureTerm and terminationPerpetual accessGoverning lawLegalese: entire
agreement, severability, breach
NoticesSignatures, dates
Typical license elementsParties: licensee and
licensorDescription of product
offeredDefinitionsAuthorized usersAuthorized siteEach party agrees WarrantiesTerms of UseRestrictions
ConfidentialityLiabilityForce MajeureTerm and terminationPerpetual accessGoverning lawLegalese: entire
agreement, severability, breach
NoticesSignatures, dates
Additional elementsCalled: “amendments”, “exhibits”, “addendum”,
etc.“Business agreement”: price, price increases,
cancellations restrictions, etc.For consortium, may list each libraryIP address ranges
ETC
Reading/evaluating a licenseIdentify problematic termsNote omissionsAssess riskDevelop a negotiation strategy
Six “terms of death”1. Indemnification: don’t indemnify a provider
They should indemnify you2. Don’t take responsibility for user behavior3. Unreasonable termination4. Jurisdiction: governing law and venue5. Disclaimer of warranty6. Alteration of terms without notification
Second tier issuesPerpetual accessCourse reserves, coursepacksScholarly sharingDefinition of a site (geographical restrictions)ILL and document delivery rightsRecord keeping required for ILLUser confidentialityDisability access
OmissionsUse a checklistBe sure all important points coveredDon’t trust verbal promises; get it in writing
General Principle: Evaluate RiskProbability of problems
User behaviorVendor/publisher behavior
Penalties/consequencesFor the userFor the libraryFor the publisher/vendor
Likelihood of penalties being invoked
Negotiation principlesUnderstand the importance of the resource to your
collection and/or usersSeek expert advice: peers, managers, attorneysIt’s not personal! (“my state law requires”, “my
library is not allowed to”, my manager/attorney won’t allow me to agree to”)
Play fair, play nice, don’t burn bridgesKnow who has final authority/responsibilityKnow when to walk (call it “take a break” and leave
the door open to the future)
Successful negotiation: now what?Issues in managing license information
Interpretation of unclear or missing termsRecord keeping
LegalPractical
Communicating terms to staffCommunicating terms to usersResponding to unauthorized use allegationsUpdating/re-negotiation
Trends and ToolsElectronic resource management (ERM) and
license mappingConsortiaNISO SERUONIX-PLVendor “license banks”
ResourcesElectronic Resource Management Initiative
http://www.diglib.org/pubs/dlf102http://www.diglib.org/pubs/dlf102
LibLicense: listserv and resources:http://www.library.yale.edu/~llicense/index.shtml
Publishers’ model licenseshttp://licensingmodels.com/
California Digital Library: http://www.cdlib.org/vendors/checklist.html
NISO SERU http://www.niso.org/publications/rp/RP-7-2008.pdf
ONIX-PLhttp://www.editeur.org/21/ONIX-PL/
Practice LicenseRead Rick Anderson’s Chapter 7 on reserve. Read
sample license agreement linked from the course page. Post your thoughts on the following questions:
Identify “terms of death” as described in Rick Anderson’s work.
Identify other issues you think would be of concern to institutions such as the UW
What terms did you expect to see are missing?What other questions do you have about this
agreement?
Thank You!