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Changes in Academic Publishing and A New Copyright Solu:on for Universi:es MARTHA G RUSSELL, PhD Executive Director, Media X at Stanford University [email protected] h1p://mediax.stanford.edu h1p://innova8onecosystem.org FRANNY LEE VP, University Relations and Product Development SIPX, Inc. (formerly Stanford Intellectual Property Exchange) [email protected] SIPX, Inc.

NMC Horizon Connect Webinar > A New Copyright Solution for Universities

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Higher education is witnessing a sea change in the way content is created, consumed and curated. Traditional boundaries are blurring in course content and in course delivery systems. Experimental activities in every corner are challenging the business models and support systems of higher education. These challenges are compounded by the many obstacles that exist in traditional mechanisms for content licensing, commonly resulting in under-utilization of content or copyright piracy. It can be very difficult to locate the appropriate rights holders and engage in permissions requests processes, and there are often prohibitively high transaction costs involved in ensuring legally proper use of content. Responding to this challenge, SIPX (formerly the Stanford Intellectual Property Exchange research project) resolves copyright blockages with user-friendly technology that clears rights for print, digital and online education platforms. It is an active system used by Stanford and is growing rapidly into universities and MOOC platforms. SIPX’s unique approach to copyright leverages technology and institutional relationships to provide an easy and transparent content access experience for both copyright owner and content user.

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Changes  in  Academic  Publishing  and    A  New  Copyright  Solu:on  for  Universi:es    

MARTHA  G  RUSSELL,  PhD  Executive  Director,    

Media  X  at  Stanford  University  [email protected]  

h1p://mediax.stanford.edu    h1p://innova8on-­‐ecosystem.org  

FRANNY  LEE  VP,  University  Relations  and  Product  Development    SIPX,  Inc.  (formerly  Stanford  Intellectual  Property  Exchange)    

[email protected]  

SIPX, Inc.

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•  Ecosystem  changes  •  Challenges  •  How  SIPX  Works  

•  Benefits  •  Invita=on  

Overview  

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Interdisciplinary  research  at  the  intersec=on  of  people  and  technology  .  .  

•  rela=onship  interfaces  for  discovery  collabora=ons  

•  user-­‐centered  design  and  requirements  seGng    

Using  IT  to  improve  law  for  everyone,  not  just  lawyers…  

•       innova=ve  research  developing  towards  computa=onal  law  

•       prac=cal  solu=ons  and  applica=ons  

codex

Discovery  Collabora=ons  

at S T A N F O R D U N I V E R S I T Y

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Providing  affordable  and  easy  access  to  content  requires…  

Complex  Ecosystem  

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Ecosystem  Disrup=ons  

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Ecosystem  Disrup=ons  

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Ecosystem  Disrup=ons  

PUBLISHING  INDUSTRY  SHOWS  Dynamic  innova:on    

•   University  par:cipa:on  •   Eager  investors  

Stanford  in  key  loca:on  

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Copyright  challenges  for  universi:es  Reduce  cost,  reduce  liability  Pressure  from  Shrinking  Library  Budgets  Legal  Ambiguity  and  Fair  Use?!  Liability  

Average  breakdown  of  cost  components  for  a  course  reader  prepared  through  a  tradi7onal  service  (i.e.  costs  paid  by  

student)  

Where  are  the  high  costs  coming  from?  

Challenges  

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at S T A N F O R D U N I V E R S I T Y

Provoca=ve  Research  Ques=ons  

Challenges  

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at S T A N F O R D U N I V E R S I T Y

Provoca=ve  Research  Ques=ons  

Challenges  

Collabora=ve  Discovery  

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VIDEO  

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How  SIPX  Works  

Presented  at  NMC  Summer  Conference  2012  

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•   maximizing  access  to  the  necessary  educa:onal  and  research  materials  for  the  school  community  

•   providing  copyright  tools  and  support  to  educators,  students  and  researchers  on  complex  legal  ques:ons  

•   minimizing  the  school’s  risk  for  copyright  infringement  for  the  content  used  by  the  school  community  

•   trying  to  communicate  and  fully  leverage  the  subscrip:ons  purchased  for  the  school  community  

Copyright  challenges  for  universi:es  

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•  Every  school  circulates  copyright  no:ces  asking  community  to  respect  copyright  and  review  policies  and  guidelines  

•  Guidelines  provide  limited  help  when  the  law  is  purposefully  unclear;  professors  leY  in  impossible  posi:on  

•  What  can  you  do  when  there  are  no  clear  answers?  (orphan  works,  fair  use…)  •  difficult  legal  tests  –  4  factors,  many  excep:ons  –  

need  a  judge’s  exper:se  to  figure  anything  out  

•  What  tools  can  you  give  your  community  to  empower  them  in  their  copyright  needs?  

Legal  ambiguity?!  

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Layers  of  procedural  complexity    1.   Professor  quickly  hits  frustra:on  threshold  when  seeking  permission  2.   Informa:on  about  university  subscrip:ons  isn’t  connected  to  the  tools  

professor  uses  to  send  readings  to  students  

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Can  educators,  students  and  researchers  get  easy  pay-­‐

per-­‐use  access  to  materials?      

Can  school’s  research  assets  be  enhanced  even  if  the  

school  can’t  afford  a  whole  subscrip:on?      

Pressure  from  shrinking  library  budgets  

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hdp://...  

•  Work with existing infrastructure

•  Transparent to consumer/owners

•  Automated •  Easy to use

webservice •  Cost effective

System  overview:  Ideal  online  rights  management  (ORM)  

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hdp://...  

- Rights Repository - Pricing/Access Rules

Top-­‐level  overview  

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PROFESSOR  assembles  content  

Find  ar7cles  through  a  simple  keyword  search  by  8tle/author  on  the  school’s  web  pla@orm  or  directly  on  SIPX.  

CONTENT  OWNER  gets  paid  

Receives  collected  royalty  payments  and  usage  analy8cs.  

STUDENT  retrieves  reading  

Click  link  from  professor  to:  …authen8cate  and  check  for  discounts,  …transact  any  necessary  royal8es,  …deliver  content  to  student  in  their  choice  of  print  or  digital  reading.  

SIPX’s  system  also  adapts  for  researchers,  content  creators,  and  many  other  types  of  users  and  ac:vi:es.  

Clip art provided by http://pixel-mixer.com�

User-­‐level  overview  

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Solution

digitalcourse materials

printedcourse materials

Rights Holders& Agents

content, pricing, & conditions of useentered into sipx©

professor canadd own contentand set terms

Web Interface for Content Delivery Systems

professor interface student interface

$

SIPX

©

find content university login

transactstudent’s $

payment andusage data to

sipx and enables

transactions

Distribution of Course MaterialsStanford Intellectual Property Exchange (SIPX) offers a legal way for professors to clear content easily and a simple way for students to access materials.

SIPX facilitates content decisions and minimizes legal liability while respecting the rights of content creators.

StudentProfessor

course materials and content

delivery system

sipx use case: Distribution of Course MaterialsStanford Intellectual Property Exchange (SIPX) offers a legal way for professors to clear content easily and a simple way for students to access materials.

SIPX facilitates content decisions and minimizes legal liability while respect-ing the rights of content creators.

Stanford Intellectual Property Exchangesipx.stanford.edu

LICENSES  NEGOTIATED  BY  LIBRARIES  ENTERED  INTO  SIPX  

Rights Holders& Agents

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Providing  affordable  and  easy  access  to  content  requires…  

Ability  to  locate  actual  digital  content  with  reliable  metadata  

Informa=on  about  copyright  pricing  and  condi=ons  of  use,  including  library  

licensing  informa=on  +  

Integra=on  with  content  distribu=on  

systems  +  

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•   lower  cost  of  course  materials  –  average  $30  less  per  coursepack  

•   get  full  value  for  library  subscrip:ons  

•   real-­‐:me  copyright  support  for  school  community  -­‐  more  legal  certainty  by  communica:ng  terms  of  use  and  less  risk  of  copyright  infringement  by  providing  tools  to  get  permission  easily  

•   increase  instant  access  to  pay-­‐per-­‐use  content  

•   encourage  more  academic  collabora:on  –  your  researchers  can  share  SIPX  links  where  they  set  the  rules  for  who  can  access  the  draY,  instead  of  PDFs  where  there  are  no  downstream  controls  

BENEFITS  -­‐  address  copyright  law  challenges  

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•  Online education movement growing •  Copyright clearance responsibility falls back

to the school •  SIPX fall pilot with Coursera

•  Professors can assign third party readings •  Easy copyright experience for students •  SIPX relationships with publishers able to

leverage heavily discounted royalties •  Without SIPX = $173, with SIPX = $83

BENEFITS  -­‐  Massively  Open  Online  Courses  

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Demo  –  Ac:ve  system  at  Stanford  

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Integrates  seamlessly  into  LMS  

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Publish  on  Demand  “Course  Content  Control  in  Cyberspace:  Ownership  Issues  in  Online  Educa:on,”  Pamela  Beth  Levine  and  Martha  G  Russell  ,  Media  X  White  Paper,  2012.  

“Addressing  the  Copyright  Law  Barrier  in  Higher  Educa:on  –Access-­‐to-­‐Clean-­‐Content  Technology  in  the  21st  Century,”    Roland  Vogl,  Franny  Lee,  Martha  G  Russell,  Michael  Genesereth,  White  Paper,  2012    

Future  of  Content  “Click  to  Publish:  Revealing  Compe:ng  Visions  Through  Rela:onship    Networks  in  the  Emerging  Publish  no  Demand  Industry,”    White  Paper  2012,  Martha  G.  Russell,  Neil  Rubens,  Rahul  C.  Basole,  Jukka  Huhtamäki,  Tim  McCormick,  Russell  Thomas,  Kaisa  S=ll,  and  Jiafeng  Yu.  

Next  Steps  

at S T A N F O R D U N I V E R S I T Y

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•  Get involved •  SIPX Introductory Program •  MOOCs

SIPX, Inc.

Next  Steps  

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For  more  informa=on:  

Next  Steps  

at S T A N F O R D U N I V E R S I T Y

SIPX, Inc.