Joint Information Systems Committee 10/04/23 | | Slide 1

Jorum Licence – past, present and future

Susan Eales

JISC Programme Manager

JISC/British Library Meeting 24th April 2006

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | Slide 3

Jorum

Latin – a drinking bowl; its contents

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | Slide 5

>

JorumContributor

“Putting content in”

JorumUser

“Getting content out”

JorumR&D

Jorum

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | 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.

Joint Information Systems Committee 10/04/23 | | 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.

Joint Information Systems Committee 10/04/23 | | 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 – 7th November 2005

Open up User Service – January 2006

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | 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 3rd party content) rather than media rich content packages.

JORUM is world leading in this regard.

Joint Information Systems Committee 10/04/23 | | Slide 12

Facts and Figures

Contributor Service launched on 7th November 2005

User Service launched on 30th January 2006

500 learning objects

1200 by July 2006

33 Deposit Licences signed

144 User Licences signed

– 15% HE

– 23% FE

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | Slide 14

Why not Creative Commons?

No provision for database rights

Most materials contain 3rd party resources

– Not adequate provision for declaring 3rd 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 weren’t sure if CC was suitable for this

Joint Information Systems Committee 10/04/23 | | Slide 15

However…

… the Creative Commons approach does have potential for educational use and this is being explored in other areas of JISC Development

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | Slide 17

Cont’d… Institutional licence

Based on JISC model licence

Institution takes the most liability

Very liberal permitted uses

×paper-based as signature required

×HEFCE can’t 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

Joint Information Systems Committee 10/04/23 | | Slide 18

Licensing Model (Cont’d)

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.

Joint Information Systems Committee 10/04/23 | | Slide 19

Licensing Model (Cont’d)

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

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | 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)

Joint Information Systems Committee 10/04/23 | | 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

Joint Information Systems Committee 10/04/23 | | Slide 25

Further Information

www.jisc.ac.uk/programme_x4l.html

www.jorum.ac.uk

Susan Eales [s.eales@jisc.ac.uk]