1. NISO How the information world CONNECTS ALCTS Continuing Resources Section Standards Update ALA Annual June 26, 2011 Judy Luther, Informed Strategies Co-chair, SERU Standing Committee

2. Marquis of Queensbury Approach to Licensing No wrestling or hugging allowed. The gloves to be fair-sized boxing gloves of the best quality and new. No shoes or boots with springs. A man hanging on the ropes in a helpless state, with his toes off the ground, shall be considered down. A man on one knee is considered down, and if struck, is entitled to the stakes. How the information world CONNECTS NISO

3. More digital products….and more… How the information world CONNECTS NISO

4. Too many…..too much…time How the information world CONNECTS NISO

5. How the information world CONNECTS

6. Problem of Scale How the information world CONNECTS NISO

7. A large solution for a small problem How the information world CONNECTS NISO

8. How the information world CONNECTS

9. In a License Agreement: Contract Terms Jurisdiction Warranties Liabilities Force Majeure Assignment Severability Purchase Terms What content For what price For what period How many (for whom) How the information world CONNECTS NISO

10. Subscriptions and subscribers Appropriate and inappropriate use Confidentiality and privacy Online performance and service Archival access and perpetual rights NISO How the information world CONNECTS Topics in SERU - Shared Understanding

11. SERU can Reduce costs for publishers Streamline sales/acquisitions process Recognize community consensus SERU cannot Replace or eliminate all license agreements Be a standard license or click through Be customized NISO How the information world CONNECTS

12. SERU Standing Committee ➡ Co-Chairs Selden Lamoureux, NCSU Judy Luther, Informed Strategies ➡ Members Bob Boissy, Springer Clint Chamberlain, UT Arlington Janet Morrow, Northeastern University David Parker, Business Expert Press NISO How the information world CONNECTS

13. NISO How the information world CONNECTS

14. ➡ Terminology Subscriptions => electronic resources Subscription => acquisition Subscribers => acquiring institutions ➡ Terms - ILL Interlibrary loan of printed books has been a standard, accepted practice since the nineteenth century. While there is no current consensus or standardized technology pertaining to interlibrary lending of electronic books, providers and acquiring institutions may choose to describe an acceptable process in their quotes and purchase orders. NISO How the information world CONNECTS Possible Revision of SERU to include eBooks

15. ONIX PL - EDItEUR Review SERU ONIX-PL expression Review by community Approve & post for use Internationalize SERU Based on US Copyright law - differences by country & region Translations not sanctioned Work with international organizations NISO How the information world CONNECTS ONIX PL & SERU Internationally

16. www.niso.org/workrooms/seru NISO How the information world CONNECTS

18. Development of SERU NISO How the information world CONNECTS

19. Development 2005 Idea vetted at meetings (Charleston, Midwinter, ER&L) 2006 Engaged Organizational Support (ARL, ALPSP) Legal consultation NISO adopted Working Group Representative group created draft 2007 Draft vetted with stakeholders NISO comment period, pilot, approval NISO How the information world CONNECTS

20. SERU Process ➡ Spotlight on problem ➡ Assemble stakeholders ➡ Discuss potential for resolution ➡ Craft document ➡ Vet draft then release for NISO review ➡ Pilot June – December 2007 ➡ Formal Approval 2008 NISO How the information world CONNECTS

21. New NISO Initiatives  Statement of problem – what isn’t working?  Relationship to other efforts – how does this fit?  Audience – Who will benefit?  Stakeholders – Who is affected?  Scope – What does it need/not need to do?  Objectives – What does success look like?  Timeline – How long?  Adoption – How communicate  Compliance – How acknowledge? NISO How the information world CONNECTS