Dr. Roland M. Wagner Institut für Geoinformatik der Universität Münster Geo Rights Management INSPIRE horizontal services Dr. Roland M. Wagner [email protected]

Dr. Roland M. Wagner Institut für Geoinformatik der Universität Münster

Geo Rights ManagementINSPIRE horizontal services

Dr. Roland M. [email protected]

Eurogeographics INSPIRE Network Service Workshop, Paris, February 5-6th, 2008

This presentation is based on the INSPIRE Architecture and OGC OWS3/4 results

Contributed and presented by Graham Vowles

mailto:[email protected]

Overview

1. INSPIRE Law requirements

2. GeoRM roles & responsibilities1. Definition of roles

2. Expanded “Agree” Phase: Establish & Manage

3. GeoRM components1. Establish: GeoRM Broker

2. Manage: GeoRM Manager

3. Bind/delivery: GeoRM Gatekeeper

4. INSPIRE Architecture with GeoRM1. GeoRM Layers for identity, licensing, pricing and emergency

2. Phases: publish-find-agree-bind/deliver

INSPIRE Directive Requirements

Information in the European Community (INSPIRE)

THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE

EUROPEAN UNION,

• ..

• (3) The problems regarding the availability, quality, organisation, accessibility and sharing of spatial information are common to a large number of policy and information themes and are experienced across the various levels of public authority. Solving these problems requires measures that address exchange, sharing[r1] , access and use of interoperable spatial data and spatial data services across the various levels of public authority and across different sectors. An infrastructure for spatial information in the Community should therefore be established.

„ [r1]Sharing“ means Rights Management in the INSPIRE Context


• (6) The infrastructures for spatial information in the Member States should be designed to ensure that spatial data are stored, made available and maintained at the most appropriate level; that it is possible to combine spatial data from different sources across the Community in a consistent way and share [r1] them between several users and applications; that it is possible for spatial data collected at one level of public authority to be shared between other public authorities; that spatial data are made available under conditions [r2] which do not unduly restrict their extensive use; that it is easy to discover available spatial data, to evaluate their suitability for the purpose and to know the conditions applicable to their use.

[r1]In a rights managed way (= legal way) [r2]License Conditions


• (9) This directive should not affect the existence or ownership of public authorities' intellectual property rights[r1] .

• [r1]Means: IPR need to be managed in an individual way between owner and user. This directive does not overwrite fundamental IPR mechanisms.


• (12) This Directive should apply to spatial data held by or on behalf of public authorities and to the use of spatial data by public authorities in the performance of their public tasks. Subject to certain conditions, however, it should also apply to spatial data held by natural or legal persons other than public authorities, provided that those natural or legal persons request this.[r1]

• [r1]Private Sector can be integrated; IPR management with

•contracts do also include private sector (in opposite to pure law)


• (17) Network services are necessary for sharing spatial data between the various levels of public authority in the Community. Those network services should make it possible to discover, transform, view and download spatial data and to invoke spatial data and e-commerce [r1] services.

• [r1]Clear requirement


• (22) Public authorities need to have smooth access to relevant spatial data sets and services during the execution of their public tasks. Such access can be hindered if it depends on individual ad hoc negotiations between public authorities every time access is required. Member States should take the necessary measures to prevent such practical obstacles to the sharing of data, using for example prior agreements [r1] between public authorities.

• [r1]Key template concept, as used also for creative commons


• (25) …. the Community institutions and bodies frequently need to integrate and assess spatial information from all the Member States, they should be able to gain access to and use spatial data and spatial data services in accordance with harmonised conditions[r1] .

• [r1]means harmonized License agreements / templates (see above)


• CHAPTER I

• GENERAL PROVISIONS

• Article 1

• …

• 2. This Directive does not affect the existence or ownership of public authorities' intellectual property rights.


Article 3

For the purposes of this Directive, the following definitions shall apply:

1. ‘infrastructure for spatial information’ means metadata, spatial data sets and spatial data services; network services and technologies; agreements on sharing, access and use; [r1] and coordination and monitoring mechanisms, processes and procedures, established, operated or made available in accordance with this Directive;

•[r1]Clear understanding that agreements of sharing are part of SDI


Article 4

…

…

5. In the case of spatial data sets which comply with the condition set out in paragraph 1(c), but in respect of which a third party holds intellectual property rights, the public authority may take action under this Directive only with the consent [r1] of that third party.

• [r1]Clear requirement for IPR management, e.g. via explicit or implicit contracting


CHAPTER II

METADATA

Article 5

…

(b) conditions applying to access to, and use of, spatial data sets and services and, where applicable, corresponding fees;[r1]

• [r1]Clear need of description (metadata) of conditions, automated processing (e-commerce, e-licensing) should follow as a next step (publish-find-agree-bind)


CHAPTER IV

NETWORK SERVICES

Article 11

…

…

(f) conditions applying to the access to and use of spatial data sets and services;

e.g. via Terms-of-Use Click-Through Service


Article 13

…

By way of derogation from Article 11(1), Member States may limit public access to spatial data sets and services through the services referred to in points (b) to (e) of Article 11(1), or to the e-commerce services referred to in Article 14(3), where such access would adversely affect any of the following:

(e) intellectual property rights;


Article 14

…

2. By way of derogation from paragraph 1, Member States may allow a public authority supplying a service referred to in point (b) of Article 11(1) to apply charges where such charges secure the maintenance of spatial data sets and corresponding data services, especially in cases involving very large volumes of frequently updated data.


§14

• 3. Data made available through the view services referred to in point (b) of Article 11(1) may be in a form preventing their reuse for commercial purposes.[r1]

[r1] water marking rights Management, security, DRM?


• 4. Where public authorities levy charges for the services referred to in points (b), (c) or (e) of Article 11(1), Member States shall ensure that e-commerce services are available. Such services may be covered by disclaimers, click-licences or, where necessary, licences.[r1]

• [r1]Clear requirements


Article 16

Rules for implementation designed to amend non-essential elements of this Chapter by supplementing it, shall be adopted in accordance with the regulatory procedure with scrutiny referred to in Article 22(3), and shall in particular lay down the following:

(a) technical specifications for the services referred to in Articles 11 and 12 and minimum performance criteria for those services, taking account of existing reporting requirements and recommendations adopted within the framework of Community environmental legislation, existing e-commerce [r1] services and technological progress;

• [r1]Integration concepts are needed


CHAPTER V

DATA-SHARING

Article 17

…

…

3. Member States may allow public authorities that supply spatial data sets and services to license them to, and/or require payment from, the public authorities or institutions and bodies of the Community that use these spatial data sets and services. Any such charges and licenses must be fully compatible with the general aim of facilitating the sharing of spatial data sets and services between public authorities. …


§17...

8. Member States shall provide the institutions and bodies of the Community with access to spatial data sets and services in accordance with harmonised conditions[r1] . Implementing rules governing those conditions,…

• [r1] Contract templates, stored in Implementing rules

GeoRM Vision – Automated Rights Management

Application rm

rm

Service rm

rm

Data rm

rm

Interoperable Geo Rights Management Framework

rm = rights managed

Access Terms – in the digital world

Resource

PrivateAccess Terms

PublicAccess Terms

CommercialAccess Terms

EmergencyAccess Terms

Roles and Responsibilities: GeoRM Roles

End-UserServiceProvider

Content

Request

LicensingAgent

Owner Licencee

PaymentProvider

Delegateslicensing

policy

Assignslicence

Licencefee

Payments

Contract

AssignSub-licence

Establishcredentials

Validlicence

Delegateshosting

Delegateswork

Sub-Licencee

LicenceManager

• The establishment and maintenance of an upstream contract chain to manage IPR requires different responsibilities.

• In many cases independent organizations may be assigned to execute them.

• The relationships between roles are expressed via business processes

• Business processes may be automated by network services

• OGC GeoRM roles• Additional roles were identified and others renamed

Source: OGC GeoDRM Reference Model

Delivery

Manager

Broker

IPR Owner

Customer

Provider

Advertiser

SDICommittee

SDIAgency

End-User

Value-AddRetailer

An owner owns intellectual property (IPR),

e.g. for spatial data

Definition: IPR Owner

IPR Owner

A consumer is a legalentity and consumes theproduct (e.g. companyor private consumer)

Definition: Consumer

Consumer

An End-User interacts with a product on behalf of an legal entity, e.g. employee

Definition: End User

End-User

The SDI committee is responsible for domain wide aspects, administration of a SDI domain

Analogy to Internet domain committee, e.g. “ICANN” for “.”(root) or “denic” for “.de.”

Definition: SDI Committee

SDI Committee

A SDI provider offers the product “spatial data supply”. Therefore he

is the legally responsibly party in the relationship to a consumer.

He contracts additional external or internal roles via

a “SDI business network”.

He also contracts IPR Owner, who are interest to distribute their assets.

Definition: SDI Provider

SDI Provider

An advertiserpublishes

availableSDI products

and operates a catalog.

Definition: Advertiser

Advertiser

A broker establishes new contracts with accounts

on behalf of an agent or on his own responsibility as

a reseller

Definition: General Broker

Broker

A broker establishes new contracts with accounts

on behalf of an agent or on his own responsibility as

a reseller

SpecializedBroker for

licensingonly


identityonly


pricingonly

Definition: General and specialized Broker

Broker

PricingBroker

LicensingBroker

IdentityBroker

A manager maintains accounts on behalf of

the provider and consumer;Answers account questionto deliveryman and broker

Definition: General Manager

Manager

A manager maintains accounts on behalf of

the provider and consumer;Answers account questionto deliveryman and broker

SpecializedManager for

licensingonly


identityonly


pricingonly

e.g. prepaid

Definition: General and specialized Manager

Manager

PricingManager

IdentityManager

LicensingManager

Delivers a product on behalfof a provider and/or on request of an end-user; may ask manager for positive accounts

Definition: Delivery

Delivery

Legal Relationships

SDI Committee

SDI Business Network

SDI Provider

Advertiser Manager Delivery

Consumer End-UserIPR Owner

Broker

Register

contracts contracts

Roaming Agreements between independent provider offers larger coverage for SDI supply.

Common product definitions are requiredand may have to be registered at a responsible SDI committee

Definition: Roaming Agreements

SDI Provider A

SDI Provider B

Roaming Agreements

Definition of responsibilities and derived roles

SDI Committee SDI Business Network

SDI Provider

Advertiser Manager Delivery

Consumer End-User*IPR Owner*

Broker

*) S

ee

als

o O

GC

Ge

oD

RM

Ref

ere

nce

Mod

el

Business Relations

Customer

Provider

ManagerBrokerAdvertiser Delivery

Contract Parties

SDI Business Network (sub-contracts)

IPR Owner

SDI Business Network (sub-contracts)

End-User

Business Process: publish-find-agree-bind

Process PhasesFind Agree BindPublish

FindPhase

Establi.Phase

Manag.Phase Bind/

DeliveryPhase

PublishPhase

Customer

Provider

ManagerBrokerAdvertiser Delivery

End-User

Contract Parties

IPR Owner

Derived GeoRM componentsT

iers

Da

taS

erv

ice

App

l.


FindPhase

Establi.Phase

Manag.Phase Bind/

DeliveryPhase

PublishPhase

BrokerData

GeoRM Layers

Identity

License

Price & Order

Registry Service Discovery Service ViewService

InvokeSDService

DownloadService

Transf. Service

Emergency

GeoRMBrokerService

ManagerData

GeoRMManagerService

GeoRMGatekeeper

Service

GatekeeperData

Derived GeoRM componentsT

iers

Da

taS

erv

ice

App

l.


FindPhase

Establi.Phase

Manag.Phase Bind/

DeliveryPhase

PublishPhase

BrokerData

GeoRM Layers

Identity

License

Price & Order


InvokeSDService

DownloadService

Transf. Service

Emergency

GeoRMBrokerService

ManagerData

GeoRMManagerService

GeoRMGatekeeper

Service

GatekeeperData

GeoRMData

GeoRM Layers

Identity

License

Price & Order

Registry Service Discovery Service

Application and Geoportals

Service Bus

ViewService

InvokeSDService

DownloadService

Transf. Service

Emergency

GeoRMServices


Broker, Manager, Gatekeeper => GeoRM Services

http://127.0.0.1:4664/redir?url=http%3A%2F%2F127%2E0%2E0%2E1%3A4664%2Fcache%3Fevent%5Fid%3D406996%26schema%5Fid%3D2%26q%3Dgeoportal%26s%3D9tXB9Ueuj%5Fky4slGEDUmn%5FMGFXw&src=1&schema=2&start=5&s=7EtVlPYIdi5bqr_DCzxHyVoaxMs

GeoRMData

GeoRM Layers

Identity

License

Price & Order



Service Bus

ViewService

InvokeSDService

DownloadService

Transf. Service

Emergency

GeoRMServices


Broker, Manager, Gatekeeper => GeoRM Services

DT MD DT DS

Spatial Data Set

TWG

Applications and Geoportals

Register DataService Metadata

Data Set Metadata

GeoRMData

GeoRM Layers


InvokeSDService

DownloadService

DT

NS

INSPIRE Architecture with GeoRMT

iers

Da

taS

erv

ice

App

l.

Process PhasesFind Agree Bind

Service Bus

Transf. Service

TWG TWG

Thematic DS

Framework for harmonized DS

Publish

GeoRMServices

DT MD DT DS

Spatial Data Set

TWG

Applications and Geoportals

Register DataService Metadata

Data Set Metadata

GeoRMData

GeoRM Layers


InvokeSDService

DownloadService

DT

NS

INSPIRE Architecture with GeoRMT

iers

Da

taS

erv

ice

App

l.

Process PhasesFind Agree Bind

Service Bus

Transf. Service

TWG TWG

Thematic DS


Publish

GeoRMServices


DT MD DT DS

RegistersService Metadata

Data Set Metadata


DT

NS

GeoRM layers


Service Bus

InvokeSDService

Transf. Service

Spatial Data Set

TWG TWG TWG

Thematic DS


ViewService

DownloadService

INSPIRE Architecture without GeoRMT

iers

Da

taS

erv

ice

App

l.

Process PhasesFind BindPublish


Conclusion

• INSPIRE Directive requires geo rights management (GeoRM)

• Different roles are responsible for different sub phases to establish or to maintain a contract (account) and to deliver (bind) the contracted product

• GeoRM offers identity, license, price & order and emergency functions

• GeoRM offers for the sub phases components:• GeoRM Broker for (Identity | License | Price | Emergency) account establishment

• GeoRM Manager for (Identity | License | Price | Emergency) account maintenance

• GeoRM Gatekeeper for (Identity | License | Price | Emergency) delivery

• Publish-find-bind is enhanced to publish-find-agree-bind for integration purposes

Documents

Dr. Roland M. Wagner Institut für Geoinformatik der Universität Münster Geo Rights Management INSPIRE horizontal services Dr. Roland M. Wagner [email protected]