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
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What is Scholars Portal
• 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
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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
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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)
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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
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CRKN
CAUL
OCUL
Toronto
Queens
Western
MSVU
SMU
CREPUQ
STFX
McGill
UQAM
Concordia
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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 Copyright@Western

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 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 360 000 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?
DBs
matched
by names
360 Link
DBs
SP OUR
DBs
Title _360
Title_SP
License URL in SP OUR
ABI/Inform
ABI Inform Global
http://base/ABI_Inform
Springer
Springer eBooks
http://base/Springer_eBooks
ACM Digital
Library
ACM Digital Library
http://base/ACM_Digital_Lib
rary
Queen’s ERM
Maintained
DBs
360 Link
- ABI/Inform
- Springer eB
DB of DBs
• Springer
URLs
URLs
DB names
SP OUR
SP OCUL
Maintained DBs
Queen’s ERM
Maintained DBs
ABI Inform global
+ URL
Springer+ URL
ProQuest
DBs
DB
DBnames
names
++URLs
URLs
Assign URL
using a
Matched
mapping
tool
Matched
-- ABI
ABI Inform
Inform
-- Springer
Springer
A Queen’s
internal DB
But using the Publisher Info is not accurate to get
the license links for some resources
• Programming
• System Admin
• Database
• Cataloging
• Project Management
Acknowledgements
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
•
•
•
•
•
•
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

http://jingjenny.wordpress.com/license-link/
https://gist.github.com/happyrainb

https://code.google.com/p/mondo-license-grinder/

Jenny.jing@queensu.ca

Transparent Licenses: Making
user rights clear
University of Toronto Libraries
Marc Lalonde
Digital Library Coordinator
marc.lalonde@utoronto.ca
JSON
 Summon
 360 Link
 Catalogue
HTML
 Detail page
Serials
Solutions
UTL
Databases
table
UTL
EIR
(local ERM)
Instantaneous
mirroring
License mapper
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
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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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Thank you!
Amaz Taufique – amaz@scholarsportal.info - @amazofficial
Christina Zoricic - czorici@uwo.ca - @Libraried
Jenny Jing - jenny.jing@queensu.ca
Marc Lalonde - marc.lalonde@utoronto.ca
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