Page Comparison

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Background

Phase 4 delegated workplan work plan deliverable:
Create a shared storage space where the entire license documents for UC Tier 1-3 e-resource licenses can reside, so that we can compare terms obtained previously within the system. It would be of additional benefit to share information about ongoing license negotiations, as well as those that have failed and reasons why.

• CDL has already implemented the display of Tier 1/2 license terms in Primo. For discussion here, license terms are different from sharing the full legal agreement.

• There is no collective project to display Tier 3 license terms – this may be locally determined as campuses are at different phases of their implementation and familiarity with Alma Licensing. Again sharing license terms in Primo is very different from a select group of librarians sharing full license agreements.

• Tier 3 - need to distinguish between Tier 3 acquisitions that are linked to a Tier 1 agreement (i.e. adding a Taylor & Francis title using an addendum that is linked to Tier 1 agreement - Assisted Tier 3s). Also there are local resources with potential to roll up to a Tier 1 or 2 acquisition, or small specialized database of interest to only one campus.

• E-resources team assumes that the project to display license terms is a different discussion than actually uploading license documents for sharing

• To date, the only existing UCLAS group associated with this type of work is the CDL Licensing Liaisons, which exists outside of the SILS structure. Given the CDL website has no record of group activity, this may be outside the scope of the Licensing Liaisons, and an alternative structure may be forming a CKG for this work.

• See file below for request from SCLG

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Licensing - AEFG Handoff Document
AEFG Response to TSELG

Recommendations

CENTRAL REPOSITORY

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• Are there legal issues with sharing specific negotiated license terms among campuses? Need to find out legal ramifications, if any. If necessary to invoke CA Public Records Act - outline that process of having a formal record on file prior to sharing documents.

• Are there legal issues to sharing actual license documents to parties that are not named in Tier 3 contracts?

• Would it suffice to share only Alma license terms and not actual documents? This deliverable examined the situation as a need to share the entire legal agreement between campuses and CDL.

• We need to clarify UCOP’s position, which should provide a baseline for consensus among other signing authorities at the individual campuses about what they can and cannot share from their Tier 3 licenses as well

• Best practices: the importance of campuses using The Regents of the University of California, for [Campus] as the Licensee for their local agreements. Prospectively this will solve issue of sharing.

• Best practices: campuses should not include confidentiality clauses that pertain to the terms and conditions of the agreement, per UC policy. Clauses pertaining to confidentiality of proprietary information may be acceptable.

COMMUNICATION

Perhaps end goal might be better met to focus on facilitating communication around licensing; leverage a listserv or other shared platform for licensing dialogue. Increased communication around terms negotiations, pricing, wording in licenses, advocacy with licenses (ADA, etc). Although there is an existing group called the CDL Licensing Liaisons, this may or may not be the target group to be tasked with this deliverable, which would also include project prioritization in coordination with CDL and allocation of staffing resources to use this pathway to achieve the goal of sharing licenses across the UC.

• Review UC documentation/website in support of new librarians understanding the cross-campus community/eco-system of licensing as a whole. Make listserv information centrally available for new licensing librarians to discover their colleagues.

• Current listserv is under publicized and hosted at UC Davis rather than CDL: uclr@ucdavis.edu

• We recommend centralizing communication about licensing through Slack Community channel (or similar)

• We recommend adding interested non-Technical Services staff (including liaison librarians and administrators)

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• Who should be included in a Slack channel or listservWho should be included in a CKG?

• Should listserv be hosted by CDL Shared Collections?

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