1. NatHosting Project: Overview
Matthias Razum (FIZ Karlsruhe), Hildegard Schäffler (BSB), Michael Seadle (HU Berlin)
SafeNet Workshop; Edinburgh, 25/26 July 2016

2. Background
Alliance of Science Organisations: Initiative „Digital Information“ ( )
Working Group „National Hosting Strategy“ of the „Alliance“ deals with the issue of permanent access to licensed digital publications:
Commissioned a study by Charles Beagrie Ltd.: „Ensuring Perpetual Access: Establishing a Federated Strategy on Perpetual Access and Hosting of Electronic Resources for Germany” (2010)
recommendations: consider Portico and/or LOCKSS, take international cooperation into account
Preliminary evaluation of Portico and LOCKSS leads to project NatHosting, funded by the German Research Association (DFG)
aiming at the preparation of a sound concept for the subsequent implementation of a national hosting strategy

3. Project Grant „NatHosting“
Project start: 02/2014
Project end: 02/2016
Consortium
Bavarian State Library (BSB)
FIZ Karlsruhe – Leibniz-Institute for Information Infrastructure
University Library Frankfurt/M.
Karlsruhe Institute of Technology (KIT) KIT Library and Steinbuch Centre for Computing (SCC)
Humboldt-University, Berlin Berlin School of Library and Information Science
University Library Erlangen-Nürnberg

4. Project Structure Seven Work Packages (lead): Quantities, licences BSB
Analysis of Portico and LOCKSS HU
Proposal for a technical solution FIZ-KA
Rights management KIT
Use cases and workflows UB-ER
Organisational and financing structure UB-F
Achieving acceptance / external supervision (Advisory Board) BSB

5. Proposed Solution
The analysis of the main characteristics of both Portico and LOCKSS lead us to the proposal of a combined solution:
Portico participation of a national consortium
Covering the content of a large number of (often bigger) publishers without delay
Either as an „opt-in“ consortium or as a „national licence“
Portico‘s offer currently under negotiation
Build-up of a „Managed PLN“
Successively covering content from smaller but relevant publishers, currently not covered by Portico

6. Proposed Solution
Coupling the PLN with a „trusted“ rights management
Based on KB+; linked with national ERM project
According to the licences of the participating libraries
Opt-out concept for publishers, if they don’t agree with the rights interpretation of the libraries
Potentially to include Portico rights management as well
Third party systems can be integrated if certain standards are fulfilled

7. Proposed Solution 3 Setup of a National Hosting Agency
Negotiations with publishers about PLN participation
Setup of the entitlement registry
Commissioning of a technical operator of the PLN incl. rights management
Communicating with the German library community
Representing NatHosting in Portico and LOCKSS Boards
Requires: organisational and funding concepts

8. Next steps
Prepare follow-up proposal with DFG for funding of implementation project
Defining content priorities and licensing content (including Open Access)
Technical implementation of PLN and rights management
Populating entitlement registry
Defining and testing workflows
Establishing a hosting agency and funding strategy
Conclude negotiations with Portico
Continue with international networking
Share licensing language
Joint negotiations for publishers‘ PLN participation?
Share plug-ins
Share ERM technology

9. Thank You!