Brian Green

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ONIX-PL linking electronic resources and their
licensing terms

• Brian Green
• EDItEUR

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What is EDItEUR?

• The international body for book and serials
  standards
• 90 members from 20 countries (most EU countries,
  Australia, Canada, Japan, Korea, Russia, USA
  etc.)
• Develops and maintains major book trade standards
  for product information, EDI etc.
• Acts as a co-ordinating umbrella for national
  standards bodies
• Members include publishers, distributors,
  wholesalers, booksellers, subscription agents,
  libraries, systems vendors

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EDItEUR standards

• ONIX product information standards
• ONIX for licensing terms
• EDIFACT EDI formats
• EDItX XML-based trading message formats
• Radio Frequency Identification (RFID)
• EDItEUR also manages the International ISBN
  Agency and represents the book industry on
  international standards bodies (ISO, GS1 etc)

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Meet the ONIX family

• A family of XML formats for communicating rich
  metadata about books, serials and other published
  media, using common data elements and
  composites
• ONIX comprises XML Schemas, DTDs, code lists and
  user documentation
• All developed and maintained by EDItEUR through a
  growing number of partnerships with other
  organisations

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ONIX for books

• ONIX was originally designed for physical books
  and supply chain
• ONIX for Books version 3.0 now under development
  to provide a better platform for digital
  publications and marketing collateral and to
  remove redundant elements from old releases
• Input from 14 user countries comprising the ONIX
  International Steering Committee
• Growing interest from the library community
  (e.g. ONIX/MARC crosswalks, enhancing OPACS etc.)

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ONIX for Serials

• Three applications to date
• Serials Online Holdings (SOH) a format for
  communicating details of the electronic holdings
  to which the library has access
• Serials Products and Subscriptions (SPS)for
  communicating subscription products catalogue and
  price information through the supply chain from
  publisher to subscription agent to library
• Serials Release Notification (SRN) for
  communicating details of printed or electronic
  content as it is released. (A standard format for
  communicating rich tables of content)

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Communicating Licensing Terms

• Libraries have problems managing their electronic
  resources and publishers licensing terms
• Licenses are, typically, negotiated then filed
  away
• What are library users permitted to do?
• Librarians in US and Europe identified the
  problem and expressed the need for machine
  readable usage terms
• In Europe the request was for the whole license
  to be in XML, not just selected terms

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ONIX-PL

• ONIX for Publications Licence (ONIX-PL) expresses
  publisher-library licences in XML with an
  extensible dictionary of terms
• ERM systems will allow users to link from
  e-resources to user-friendly usage terms
• Librarians can view complete license and
  interpret terms
• Open source editing tool (OPLE), jointly funded
  by JISC and PLS to help publishers map their
  licences to ONIX-PL and libraries to add
  interpretation or map licenses
• ONIX-PL Version 1.0 available end of November
• OPLE 1.0 available for general use end December

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NISO/EDItEUR ONIX-PL Working Group

• Joint NISO EDItEUR working group, evolved out of
  joint License Expression Working Group
• representative group of publishers, agents,
  librarians, systems vendors chaired by Alicia
  Wise of PLS to
• actively support and contribute to the continued
  development of the ONIX PL standard for licence
  expression to ensure it is fit for use by all
  types of stakeholders
• communicate with all stakeholders about the
  current state of ONIX PL development and what
  it means to them, and to champion its use.
• report regularly to the sponsoring bodies - DLF,
  EDItEUR, NISO, and PLS - about progress and
  plans.

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ONIX-PL current status

• Major consortium already engaged (e.g. SCELC in
  US, JISC in UK, Knowledge Exchange in Europe)
• All major systems vendors offering ERM systems
  have plans to implement ONIX-PL
• Major subscription agents plan to offer ONIX-PL
  based services to libraries and publishers
• Several large publishers ready to trial OPLE and
  map their licences if requested by their library
  customers
• Third parties (e.g. Publishers Licensing Society
  in UK) planning to provide help to smaller
  publishers

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EDItEUR www.editeur.org

• Brian Green brian_at_editeur.org