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DLF ERMI Update ALCTS Serials Standards Forum Tim Jewell University of Washington DLF ERMI DLF ERMI Update ALCTS Serials Standards Forum Tim Jewell University of Washington DLF ERMI Coordinator “Accidental ERM Standards Guy”

A Working Definition for ERMs “Tools for managing the license agreements, related administrative information, A Working Definition for ERMs “Tools for managing the license agreements, related administrative information, and internal processes associated with collections of licensed electronic resources. ” Ellen Duranceau, Against The Grain, June 2005

The DLF Electronic Resource Management Initiative, Phase I The DLF Electronic Resource Management Initiative, Phase I

ERMI Goals n Formal n n n Describe architectures needed Establish lists of elements ERMI Goals n Formal n n n Describe architectures needed Establish lists of elements and definitions Write and publish XML Schemas/DTD’s Promote best practices and standards for data interchange Informal n Promote growth and development of vendor and local ERM systems and services http: //www. diglib. org/standards/dlf-erm 02. htm

License terms Price Trial Assess need/budget Catalog User feedback Usage stats Review alternatives Review License terms Price Trial Assess need/budget Catalog User feedback Usage stats Review alternatives Review problems Inform users Track problems Troubleshoot Manage changes Provide Training Order, Register Evaluate Investigate Evaluate Monitor Digital Registry Provide Access Proxy server Gateway Contact info Web. Bridge Provide Support Administer Payment, manage financials Setup contacts Customize interface Holdings management Set up usage statistics

Functionality “Quick Take” n Store and display data not in current systems: n For Functionality “Quick Take” n Store and display data not in current systems: n For End Users n n n Auxiliary descriptive data Permitted uses (and restrictions) Availability Technical and platform-specific issues For Staff n n Detailed License information Administrative IDs and passwords Configuration and management information Usage statistics and training information

Data Dictionary Data Dictionary

Data Structure Data Structure

The DLF Electronic Resource Management Initiative, Phase II n Data Standards n n Data The DLF Electronic Resource Management Initiative, Phase II n Data Standards n n Data Dictionary revision Training for License Term Mapping (ARL/DLF collaboration) License Expression Standards E-Resource Usage Statistics n n Protocol for automated delivery (“SUSHI”) Statement of functional requirements

1: “MAPPING LICENSE LANGUAGE” Workshops n Trisha Davis and Diane Grover appointed ARL Visiting 1: “MAPPING LICENSE LANGUAGE” Workshops n Trisha Davis and Diane Grover appointed ARL Visiting Program Officers to develop and offer workshops n n Offered at 2005 and 2006 ALA Annual, 2006 NASIG Also to be offered at Charleston Conference 2006, ALA midwinter 2007

License Data Scenarios n Within an ERM/ILS system: n n n Convey appropriate license License Data Scenarios n Within an ERM/ILS system: n n n Convey appropriate license restrictions. Show or hide resources depending on availability to certain groups. Prompt staff for action n Exchange with consortial partners n License feeds from vendors

License Mapping Workshop Goals n n n Examine the ERMI “subset” Terms of Use License Mapping Workshop Goals n n n Examine the ERMI “subset” Terms of Use Hands-on practice mapping a license Preparation for profiling local ERM for expressing Terms of Use

What are we “mapping”? n n n Terms of use subset from the ERMI What are we “mapping”? n n n Terms of use subset from the ERMI Appendix E: beginning p. 151 Developed to reflect key library use issues Does not include all issues governed by license agreements

Sample ERMI “Terms of Use” n n n Digitally copy Print copy Scholarly sharing Sample ERMI “Terms of Use” n n n Digitally copy Print copy Scholarly sharing Interlibrary loan print or fax Interlibrary loan secure electronic transmission n n Course reserve print Course reserve electronic – cached copy Electronic link Course pack print Course pack electronic

Values: Permitted and Prohibited n n n Permitted (explicit) Permitted (interpreted) Prohibited (explicit) Prohibited Values: Permitted and Prohibited n n n Permitted (explicit) Permitted (interpreted) Prohibited (explicit) Prohibited (interpreted) Silent (uninterpreted) Not applicable

Mapping Challenges n n n Different wording Term buried in the license License more Mapping Challenges n n n Different wording Term buried in the license License more granular than data element Data element more granular than license No match between license and data elements Local interpretation

2: License Expression Standards 2: License Expression Standards

EDIt. EUR review of ERMI • ERMI Phase 1 as a basis for a EDIt. EUR review of ERMI • ERMI Phase 1 as a basis for a standard for license terms expression; commissioned from Rightscom • ERMI 1 was a valuable starting point, but further development required • Terms dictionary would need a more rigorous (onto)logical structure • Proposed an -based rights model: licenses are about events (permitted, prohibited, required, etc)

ONIX for Licensing Terms • Proof of concept project in 2005, supported by the ONIX for Licensing Terms • Proof of concept project in 2005, supported by the Publishers Licensing Society and JISC • Work-in-progress drafts published on the EDIt. EUR website • Two JISC projects under way in 2005/2006 • International License Expression Working Group (LEWG) sponsored by NISO, DLF, PLS and EDIt. EUR, to provide input to ONIX development and to ensure liaison with ERMI 2

ONIX Publisher License message • The first member of what will become a family ONIX Publisher License message • The first member of what will become a family of ONIX Licensing Terms formats, using the same underlying structures • An XML message format that can deliver a structured expression of a publisher’s license for the use of (digital) resources, from publisher to agent to subscribing institution (or consortium) • A specification, an XML schema, and a formal dictionary of controlled values

Components of the message • Message header: from, to, date, etc • Preamble: license Components of the message • Message header: from, to, date, etc • Preamble: license identification, parties, dates, signatories, etc • Definitions • Structured terms • Term citations

License Expression Working Group n n Jointly sponsored by DLF, NISO, EDIt. EUR, and License Expression Working Group n n Jointly sponsored by DLF, NISO, EDIt. EUR, and PLS. Large representative membership. Working with EDIt. EUR’s ONIX standards as basis for new ONIX Licensing message. Will allow (but not require) greater specificity than DLF ERMI terms.

Basic XML Structure—Usage Terms n Relies on previous definitions: This Agent Class, “Authorized Users, Basic XML Structure—Usage Terms n Relies on previous definitions: This Agent Class, “Authorized Users, ” may perform this Usage, “Print, ” with this Resource, “Licensed Content. ”

Sample ONIX License XML Sample ONIX License XML

SUSHI 3: Usage Data and SUSHI • Solve the problem of harvesting and managing SUSHI 3: Usage Data and SUSHI • Solve the problem of harvesting and managing usage data from a growing number of providers by: – Promoting consistency in usage formatting (XML) – Automating the process

SUSHI NISO SUSHI Working Group • • Adam Chandler (co-chair), Cornell Oliver Pesch (co-chair), SUSHI NISO SUSHI Working Group • • Adam Chandler (co-chair), Cornell Oliver Pesch (co-chair), EBSCO Ivy Anderson, California Digital Library Patricia Brennan, Thomson Scientific Ted Fons, Innovative Interfaces, Inc. Bill Hoffman, Swets Information Services Tim Jewell, University of Washington Ted Koppel, Ex Libris http: //www. niso. org/committees/SUSHI_comm. html

SUSHI Contributing Partners Founding Members: Newer members: • • • Endeavor Information Systems • SUSHI Contributing Partners Founding Members: Newer members: • • • Endeavor Information Systems • Florida Center for Library Automation • College Center for Library Automation (CCLA) from the State of Florida Community Colleges • MPS Scholarly. Stats • Otto Harrassowitz • OCLC • Project Euclid • Serials Solutions • Sirsi. Dynix EBSCO Ex Libris Innovative Interfaces, Inc. Swets Information Services Thomson Scientific

SUSHI COUNTER • Member supported with members including: libraries; publishers; aggregators • Formed in SUSHI COUNTER • Member supported with members including: libraries; publishers; aggregators • Formed in 2003 • Goal: – Allow credible and consistent usage measurement between vendors

SUSHI COUNTER Code of Practice • Code of Practice first released Jan 2003 • SUSHI COUNTER Code of Practice • Code of Practice first released Jan 2003 • Release 2 published Apr 2005 • Code of Practice Addresses: – Terminology – Layout and format of reports – Processing of usage data – Categories – Delivery of reports

SUSHI COUNTER Usage Reports • Journal Report 1: – Full Text Article Requests by SUSHI COUNTER Usage Reports • Journal Report 1: – Full Text Article Requests by Month and Journal • Journal Report 2: – Turnaways by Month and Journal • Database Report 1: – Total Searches and Sessions by Month and Database • Database Report 2: – Turnaways by Month and Database • Database Report 3: – Searches and Sessions by Month and Service

SUSHI Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal SUSHI Journal Report 1: Number of Successful Full-Text Article Requests by Month and Journal

SUSHI Client SUSHI is machine-tomachine web service. The usage consolidation application acts as the SUSHI Client SUSHI is machine-tomachine web service. The usage consolidation application acts as the “client” and initiates a request. The content provider hosts the “server” web service which fulfills the request and returns the results. Server Usage

SUSHI Client The REQUEST is a simple XML structure and includes the following basic SUSHI Client The REQUEST is a simple XML structure and includes the following basic elements: -The requester identifies the consolidation application (e. g. Innovative ERM). - The customer. Reference identifies the customer for which the usage is to be pulled. -The report. Definitiion describes the report to pull and any parameters, such as the date range. report. Request • requestor • customer. Reference • report. Definition Server Usage

SUSHI Client report. Request The Content Provider’s server will verify that the customer referenced SUSHI Client report. Request The Content Provider’s server will verify that the customer referenced has authorized the requestor to harvest reports on their behalf. Note that a standard security approach for Web Services will be used to authenticate the requestor. The Content Provider then processes the request and formats the XML response. • requestor • customer. Reference • report. Definition Server Usage

SUSHI The RESPONSE is an XML structure basically repeats the request (to allow the SUSHI The RESPONSE is an XML structure basically repeats the request (to allow the client to confirm that the response matches the request) and includes the “reports” element which encapsulates the COUNTER report. Client The report itself if formatted using the official COUNTER schema for reports. report. Response report. Request • requestor This protocol is designed to be easily • requestor extended to harvest other reports. • customer. Reference • report. Definition • reports Server Usage

1234 Innovative ERM [email protected] com" src="http://present5.com/presentation/e76b71d02a848c9308f0f36f9d8b5fd8/image-36.jpg" alt="SUSHI 1234 Innovative ERM [email protected] com" /> SUSHI 1234 Innovative ERM [email protected] com 789 Example University 2006 -01 -01 2006 -12 -31 This is an example of a report. Request. As you can see, this is a very light-weight protocol.

SUSHI Project Status • Web site available http: //www. niso. org/committees/SUSHI_comm. html Overview, list SUSHI Project Status • Web site available http: //www. niso. org/committees/SUSHI_comm. html Overview, list of participants, toolkit, sample code, developer listserv • • Journal Report 1 Prototype done Security “wrapper” done First deployment complete Memorandum of Understanding between NISO and COUNTER • Plan to complete technical work by end of May

SUSHI Next Steps • Publicize, push for adoption by data providers • Write NISO SUSHI Next Steps • Publicize, push for adoption by data providers • Write NISO “Draft Standard for Trial Use” • Conduct a series of Web-based seminars to promote and educate (2 offered recently, 1 more to be offered soon) • Organize NISO-sponsored stakeholder meeting (late 2006 or early 2007) to gather input from trial use • Revise draft into “real standard” • Expand scope beyond Journal Report 1 (Database Reports likely next) • Seek endorsement by library community to expect SUSHI compliance from content providers – ICOLC considering guideline revisions to specify XML delivery format and endorse SUSHI

SUSHI Summary of Resources • Project COUNTER – http: //www. projectcounter. org • COUNTER SUSHI Summary of Resources • Project COUNTER – http: //www. projectcounter. org • COUNTER Auditing Requirements and Tests – http: //www. projectcounter. org/r 2/R 2_Appendix_E_Au diting_Requirements_and_Tests. pdf • SUSHI Web Site – http: //www. niso. org/committees/SUSHI_comm. html