scoping study for institutional profiling and terms & conditions services jisc joint programme...
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Scoping Study forInstitutional Profiling and
Terms & Conditions Services
JISC Joint Programme MeetingJISC Joint Programme Meeting
BrightonBrighton
6-7 July 20046-7 July 2004
Background
Services defined in the Shared Services Services defined in the Shared Services Development Plan but not fully addressedDevelopment Plan but not fully addressed
An institutional profiling service provides machine-readable information about resolution preferences … (for OpenURL resolver services).
A terms and conditions service provides machine-readable information about the rights held in or over resources within the JISC IE and about any restrictions on access and use.
Brief
Re-examine the roles of these servicesRe-examine the roles of these services Originally placeholdersOriginally placeholders OpenURL services now more matureOpenURL services now more mature Not constrained by original service definitionsNot constrained by original service definitions
Consider proposals for their realisationConsider proposals for their realisation Are national services feasible and desirable?Are national services feasible and desirable? If so, how can they be realised?If so, how can they be realised?
Two strands
External view: access to information about External view: access to information about the institution and its services the institution and its services
Internal view: institutional rights to external Internal view: institutional rights to external data (T&C a special case)data (T&C a special case)
Approach
Consider the types of data that may be of Consider the types of data that may be of interestinterest
The sources of these data (and the The sources of these data (and the authority)authority)
Rights management issues (and T&C)Rights management issues (and T&C) Service provision optionsService provision options RecommendationsRecommendations
Types of data
Institutional contact dataInstitutional contact data Institutional telematic service dataInstitutional telematic service data Learning and teaching informationLearning and teaching information Subscriptions dataSubscriptions data
Institutional contact data
General information: formal name, postal, General information: formal name, postal, telephone, fax, email addressestelephone, fax, email addresses
Web-based information : staff list, Library Web-based information : staff list, Library portal, admissions, Library catalogueportal, admissions, Library catalogue
Roles: name&contact information for Roles: name&contact information for Principal, Assistant Principals, the Principal, Assistant Principals, the Secretary, Librarian, HoD etc. etc.Secretary, Librarian, HoD etc. etc.
Institutional telematic service data
LDAP directoryLDAP directory Z39.50 servicesZ39.50 services IP rangeIP range OAI repositoryOAI repository OpenURL resolverOpenURL resolver Shibboleth handle serviceShibboleth handle service
Learning and teaching information
Course informationCourse information Reading listsReading lists Teaching staffTeaching staff L&T repository related dataL&T repository related data
Subscriptions data
Mature processes for managing print subscriptions Mature processes for managing print subscriptions and handlingand handling
Absence of good solutions for managing Absence of good solutions for managing subscriptions for electronic resourcessubscriptions for electronic resources
Workflows for print material inadequate for Workflows for print material inadequate for electronic resourceselectronic resources
Arbitrary variation in T&C details for electronic Arbitrary variation in T&C details for electronic resourcesresources
DLF Electronic Resource Management InitiativeDLF Electronic Resource Management Initiative
Sources of data
Institutional depositionInstitutional deposition National authoritiesNational authorities Subscriptions agent/publisherSubscriptions agent/publisher Commercial vendors of catalogue recordsCommercial vendors of catalogue records
Institutional deposition
The institution itself is the authority for The institution itself is the authority for contact and telematic service datacontact and telematic service data
Questions of responsibilityQuestions of responsibility MIS, Library, Computing ServicesMIS, Library, Computing Services
Questions of accuracy and maintenanceQuestions of accuracy and maintenance
National authorities
JISC Monitoring Unit (MU)JISC Monitoring Unit (MU) List of H&FE institutionsList of H&FE institutions
JISC collectionsJISC collections Institutional subscriptionsInstitutional subscriptions
UKERNA IP dataUKERNA IP data Authority for network addressesAuthority for network addresses
Information Environment Service Registry (IESR)Information Environment Service Registry (IESR) Institutional resources and servicesInstitutional resources and services
Subscriptions agents and publishers Authoritative data on institutional Authoritative data on institutional
subscriptionssubscriptions Considered commercially sensitive Considered commercially sensitive Required by OpenURL resolvers, but Required by OpenURL resolvers, but
wariness over disclosurewariness over disclosure Changing business model, providing links Changing business model, providing links
for content delivery servicesfor content delivery services
Catalogue record vendors
Small publishers use intermediaries to Small publishers use intermediaries to provide electronic delivery servicesprovide electronic delivery services
Titles sold in aggregations/bundlesTitles sold in aggregations/bundles The content of bundles is fluidThe content of bundles is fluid Serials librarian cannot be certain which Serials librarian cannot be certain which
titles are includedtitles are included Vendors such as Serials Solutions provide Vendors such as Serials Solutions provide
catalogue records for bundled contentcatalogue records for bundled content
Rights management issues
Key to the appropriate copy problem. How Key to the appropriate copy problem. How to capture this data?to capture this data?
Licensor disclosureLicensor disclosure Licensing authority tables (CRD)Licensing authority tables (CRD) Rights enquiry (Balsa)Rights enquiry (Balsa) Licence agreement records (ONIX)Licence agreement records (ONIX)
Licencee assertionLicencee assertion
Terms & conditions
Vary per licence per institutionVary per licence per institution Complex (librarians may make pragmatic Complex (librarians may make pragmatic
assumptions that err on side of caution)assumptions that err on side of caution) Hard to manageHard to manage Creative Commons: Creative Commons:
Full legal licenceFull legal licence Machine readable (searching and indexing)Machine readable (searching and indexing) Simple symbols for end-user interpretation Simple symbols for end-user interpretation
ONIX specification likelyONIX specification likely
Service provision
Development criteriaDevelopment criteria UtilityUtility PracticalityPracticality Cost-effectivenessCost-effectiveness
MethodMethod Centrally-maintained servicesCentrally-maintained services Devolved operationDevolved operation IE service registryIE service registry
Recommendations (I)
Institutional Profile for contact informationInstitutional Profile for contact information Distributed – institutional responsibilityDistributed – institutional responsibility Based on standard pro forma (XML)Based on standard pro forma (XML)
Specific service locations:Specific service locations: IP address range – UKERNAIP address range – UKERNA Shibboleth servers –national WAYFShibboleth servers –national WAYF OpenURL resolvers – OpenURL routerOpenURL resolvers – OpenURL router
Recommendations (II)
Other services -- IE Service Registry Other services -- IE Service Registry (Z39.50, OAI repository) (Z39.50, OAI repository)
Subscriptions dataSubscriptions data Institutional OpenURL resolversInstitutional OpenURL resolvers OCLC cooperative rights databaseOCLC cooperative rights database ONIX: EDItEUR/NISOONIX: EDItEUR/NISO
Terms & conditions – progress in a forum Terms & conditions – progress in a forum such as that for PA/JISC Model Licencesuch as that for PA/JISC Model Licence
Contacts
Sandy ShawSandy Shaw Christine ReesChristine Rees
EDINAEDINA EDINAEDINA