IPR terminology toolkit

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Contents

OVERVIEW


Terminology Toolkit

This article is the Strategic Content Alliance IPR Terminology Toolkit. This Toolkit is based upon a similar document created by the JISC funded Web2Rights Project and adapted for Strategic Content Alliance sponsors and other organisations across the public sector. It is designed to form part of a toolkit that can be further adapted to suit specific requirements and issued to content creators and content users across the public sector who are responsible for rights management and rights clearances. This article can be used as a guide to understand the different licence terms that a public sector body may encounter when presented with a rights-related contract.


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It is licenced for use under the Creative Commons Attribution-Noncommercial Works 2.0 UK: England & Wales Licence.


IPR Terminology Defined


Acceptable Use Policy (AUP)

A set of rules which the owner of the Web-based technology will specify must be complied with by the user. The purpose of the AUP is to minimise exposure of the owner/operator of the technology to legal liability for behaviour of users (such as defamatory comments).


Accessibility Laws

In the context of digital content and web-based technologies this means the requirement through such legislation as the Disability Discrimination Act 1995 (as amended by the Special Educational Needs and Disability Act 2001) to ensure that websites are accessible to and usable by all users regardless of ability or disability.


Arbitration

This is a process for settling disputes out of the formal court system (although appeals against a decision made by an arbiter' can be made to a court on limited grounds). A neutral arbitrator is generally appointed to hear the evidence and decide the dispute. Arbitration is often considered to be cheaper and quicker than court litigation.


Assignment (England and Wales) Assignation (Scotland)

In this context is the transfer of IPR in action by one person (the assignor) to another (the assignee). Having assigned the IPR, the assignor has no further legal title in the IPR. An assignment MUST be in writing to take legal effect and be signed.


Clinical Content

Includes clinical content, such as photos of patients, in which the patient can be indentified. ‘Commercial exploitation’ is exploitation for financial return, or an equivalent consideration. There is considerable ambiguity in this term and that it is not possible to give a precise definition; for example, is material placed on a free-of-charge web-site for ‘commercial exploitation’ as it may directly or indirectly lead to increased income for the organisation. Some licences may attempt to define the term more precisely.


Contempt of court

Includes the failure to abide by a court order such as an injunction (interdict) prohibiting a particular course of action.


Content

This can include printed content, content on floppy disk, web-sites, online databases and CD-ROM, and can comprise any combination of text, still images, moving images, artistic works, drawings, maps, photographs, collections of data, sound, music on any medium, and might include hypertext links, tags and other material produced as a result of reviewing, rating and favouriting. Content can be produced by individual authors or may be the result of collaborative effort between two or more individuals.


Contract of employment

Means the contract between the employer and employee setting out the rights and obligations of the parties. The employment relationship is also subject to the broader regulatory framework governing such matters as non-discrimination; termination of employment etc.


Cookie

Cookie refers to information that a web site puts on your computer so that it can remember you the next time you visit the site.


Copyright

Unlike patents, copyright is granted automatically and does not involve an application process. Copyright protects the skill and effort expended in creating something new, and protects literary works, images, music, moving images, films, TV and radio broadcasts, sound recordings and databases, amongst others. Copyright and/or the closely related database right protect all Web sites. The lifetime of copyright is typically 70 years after the death of the creator, although this will vary between content types. In some instances, such as unpublished text based works, copyright can last until the end of 31st December 2039, irrespective of when the work was created.


Defamation

The publication of a statement which lowers the standing of a person in the eyes of right-thinking members of society. The defamation can be in any form – such as words or pictures

Libel

means the writing or printing of a defamatory statement

Slander

means words, speech or gestures of a defamatory nature


Due Diligence

Is the documentation of any number of reasonable searches undertaken to try and find rights holders for works protected by copyright. It is often used as a defence in instances where rights holders cannot be traced or are unknown (“orphan works”).


e-Security

Refers to the laws and technologies involved in keeping information secure on the web.


Exclusive

Refers to the restriction imposed upon the licensor in being restricted in not being able to grant others the same rights as those granted under the terms of the licence nor being able to exploit the materials for the same purpose themselves. The licensee (the person to whom the licence is granted) is the only person who will be able to exercise the rights granted under the licence.


Exploit/exploitation

Is offering the content to third parties to use for their own purposes. The third party will be able to exploit the content within the terms of the licence.


Force majeure

I a condition beyond the control of the parties such as war, strikes, floods, power failures, destruction of network facilities, etc., which was not foreseen by the parties and which have prevented performance under the contract. Most licences build in provisions that any party’s failure to perform any term of condition under the licence due to a force majeure will be excused and the failure to perform in those circumstances will not be deemed a breach of the Agreement.


Freedom of Information

Means the policy and attendant regulatory framework that allows individuals to obtain information from public sector bodies.


Incitement of Racial Hatred

Refers to any act which directly or indirectly incite racial hatred, which is a criminal offence


Indemnities

Are the protection or insurance offered by the party making certain assurances outlined in the ‘warranties’ that these have been met'. If these obligations are not met, they will indemnify (i.e. pay) the other party for any losses, expenses, actions, liabilities etc they might be faced with. Warranties without indemnities are of limited use; therefore each warranty should be accompanied by a corresponding indemnity.


In perpetuity

Refers to the duration of the terms of licence which are granted without end.


Intellectual Property Rights’ (IPR)

Includes patents, trade marks (whether registered or not), design rights, database rights, copyright and confidential information/trade secrets. Patents, registered trademarks and registered designs are obtained only through a formal application process. Copyright, database rights and confidential information/trade secrets are created automatically without any formal process. Intellectual Property is the name given to the rights which protect creations of the mind.


Irrevocable

Means that the terms of the licence cannot be revoked by either party. This term is often used when royalty-free licences are granted.


Licence

A licence is a formal authority to do something that would otherwise be unlawful. In this context, it refers to a licence by the owner of IPR to copy, adapt, etc., content or technology even though copyright law prohibits such copying without authorisation. Unlike assignment, the owner of the IPR remains its owner and, depending on the terms of the licence, may be able to continue to do whatever they like with the IPR.


Licence fee

This can be included in the main clause or in a separate Schedule. It is important to ensure that any licence fee is an inclusive fee, covering everything that will need to be paid for and that 'hidden' costs cannot be charged at a later stage. However, it is acceptable to have VAT charged separately to the all-inclusive fee.


Limitation of liability

Means that the financial or legal liability of a party or both' parties is limited instead of open ended (sometimes a fixed amount is given) in the event that the terms of the licence are breached.


Moderation

Means the process whereby the ISP or other party watches over content posted on a Web 2.0 technology by third parties and removes inappropriate/unlawful content. The moderation policy is most often underpinned by an acceptable use policy.


Moral rights

These are certain rights given to the creator of some copyright works, including literary works, artistic works and films. The first is the right of the author of a work to be acknowledged as the author or creator. The second is the right to object to his or her name being attributed to something he or she did not create. The third is the right not to have his or her work subjected to "derogatory" treatment, i.e. treatment of the work (or copies of the work) which is detrimental to integrity or reputation.


Negligence

Refers to the doing or failing to do something which a reasonable and ordinary person in the circumstances would do or not do. It is conduct which falls below the standard that has been established by the law for protecting others from harm. It requires three major elements to be proved:

  • the defendant breached that duty by failing to conform to the required standard of conduct
  • the defendant had a duty to the claimant;
  • the defendant's negligent conduct was the cause of the harm to the claimant.

It must also be shown that the claimant was in fact harmed or damaged.


Non commercial

Refers to uses which do not directly or indirectly monetary or financial rewards or benefits.


Non exclusive

Is the ability of the Licensor to also grant others the same rights as those granted under the terms of the licence.


Not for profit

Refers to uses which might derive monetary or financial rewards or benefits, but for which profit is not generated.


Notice and take down

This means the procedure whereby notice is given to an organisation of unlawful content (such as material infringing copyright; defamatory statements) hosted by the organisation which is then removed by the organisation reducing liability for making the content available.


Orphan works

Refers to works where the rights holders for works still in copyright, cannot be traced or are unknown.


Personal data

Within the data protection regime, personal data is data about living identifiable individuals.


Publication Scheme

Means the procedure under the UK Freedom of Information Acts whereby public sector authorities must make information publicly available in a number of classes including information on the public authority and what it does; what is spent by the public authority and how; and the priorities and performance measures of the public authority. If information is not included in a publication scheme an individual may still make an individual request. ‘Recitals’ are a set of paragraphs which give a brief overview of what is intended to be achieved by the licence. Their role is to form a brief record of the parties objectives and the factual context in which the licence was originally written for use when, at some date in the future, the licence comes to be interpreted when disputed.


Royalty

Is a recurrent payment for, for example, the right to exploit copyright in a particular work.

Royalty Free

Means that the granting of the licence is without payment or financial remuneration.

Sensitive personal data

Within the data protection regime this means data which discloses any of the following about a living identifiable individual: racial or ethnic origin; political opinions or persuasion; religious beliefs or other beliefs of a similar nature; trade union membership or affiliation; physical or mental health or condition; sexual life; commissioned or alleged commission of offences; any proceedings for any offence, committed or alleged, including any sentencing decisions made by the court.


Staff

Includes staff, research associates, technicians, or any other members of staff who are employed under a contract of employment (whether fixed term or permanent). It does not include freelancers or volunteers, since they do not have contracts of employment. It also does not include students, researchers or any other members of the general public who enter the establishment and make use of any of its services or exhibitions.


Tagging

Reviewing; rating; favouring’ refer to terms used to describe methods to highlight, refer to, flag, sort, order or rate content that exists on the web.


Termination

Refers to the mechanism or circumstances upon which the licence terminates. The licence will often specify when it might terminate such as due to expiry of the term or due to a breach. If a party materially breaches the agreement (fails to carry out their essential tasks under the agreement) the agreement can be terminated by the party not in default. If this happens there will often be provisions in the agreement to remedy such breach within a certain time frame. If the breach is not remedied within the given period the agreement will automatically terminate and the party not in default can sue the other for damages.


Warranties

These are the guarantees that a specific party to the licence gives that certain obligations have been met or that they have sufficient rights to grant the licence. These might include, for example that ‘the IPR is owned by or duly licensed to the licensor’. An ambiguous warranty is one that says that the Licensor is ‘to the best of its belief or knowledge’ the owner of the copyright in the Licensed Material. The words `best to its belief’ create a heavy burden of proof on the Licensee as the Licensor might honestly but misguidedly believed he/she was entitled to grant the licence. Typical warranties are that the licensor owns the IPR in the materials, or is authorised to act on behalf of the owners; that the materials offered do not infringe any third party's IPR; and that the content does not break any laws, such as those of defamation, data protection, anti-terrorism legislation, pornography, etc.


Further information


Giavarra, E. (2000) Licensing Digital Resources: how to avoid the legal pitfalls, Serials: The Journal for the Serials Community, Volume 13, Number 2 / July 01, 2000, Pages: 111 – 119.


Links to IPR Toolkit Resources as PDFs


IPR Toolkit

Background papers

Creative Commons Licences

Web 2.0 and IPR

Web 2.0 and Legal Issues

Reports

IPR Toolkit Overview

IPR Case Studies Full Report

Practical tools

3.1 Getting Permissions

3.2 IPR Risk Assessments

3.3 Terminology Toolkit Paper

3.4 Top Tips for Issuing Licences

3.5 Top Tips for Requesting Licences

3.6 Model Consent

3.7 IPR Model Licence

3.8 Template Email Permissions Form

3.9 IPR Template Permission Letter

3.10 Rights Management Template

3.11 IPR FAQs

3.12 Model Contractual Clauses for Requesting Permission from Staff

3.13 Example Consortium Agreement

3.14 Model Contractual Clauses for Requesting Permission from Students/Volunteers

3.15 Model contractual clauses for requesting permission from freelancers/subcontractors

3.16 Template Terms and Conditions of Service

Template policy statements

2.1 Draft Institutional IPR Policy Statements

2.2 IPR and Licensing Blue Print for Funding Bodies and Recipients of Funding


Related Digipedia links


Copyright

Creative Commons

Digital content and the law

Digital Economy Act 2010

IPR and licensing

IPR and licensing: scenarios

IPR and licensing toolkit

IPR case studies

IPR FAQs

IPR licensing blueprint

IPR policy statement for the public sector

IPR terminology toolkit

IPR Toolkit navigation map

Orphan works and risk management

Web 2.0 and IPR factsheet

Web 2.0 and legal issues factsheet


Further information


General resources

Intellectual Property Office: Overview of the legislative framework and policy issues/developments regarding Intellectual Property Rights

Office for Public Sector Information: Information about Crown Copyright material, click use licence for reusing Crown Copyright material and access to the consolidated copyright legislation.

British Library Business and IP Centre: Provision of resources, support and advice relating to the creation and exploitation of IP within a business context

Licensing schemes and open content licensing initiatives

Copyright Licensing Agency (CLA)

Design and Artists Copyright Society (DACS)

Creative Commons

Resources for health professionals

National Library for Health

Resources for schools, colleges and universities

JISC Digital Media Online Image Finding Tutorial: Interactive tool providing information about how to find images online which can be used with the least amount of restrictions

Web2Rights Project: JISC funded project providing interactive copyright and other legal issues tools, resources and charts for use by JISC funded projects

JISC Casper: Interactive tools and associated resources for dealing with copyright issues in schools and projects who are reusing content

JISC IPR and Web2.0 Animation: IPR and Web2.0 animation commissioned by JISC and built around the Web2Rights project deliverables

Becta: Information about IPR for schools

JISC IPR Consultancy: Briefing documents about IPR and monthly IPR Newsletter

JISC Open Content Licences Overview Paper: Overview paper providing guidance about the use of open content licences for JISC funded projects

JISC Model Licence Interactive: Interactive tool which provides an overview of the benefits of the JISC Model Licence

TrustDR Project: JISC funded project providing supporting documentation relating to the establishment of a digital rights management system for repositories

JISC Legal: Support for HEIs and FEIs on legal issues

OSS Watch: Support for HEIs and FEIs on open source licences

Resources for the cultural heritage sector

Collections Link: Comprehensive resources relating to IP and licensing for cultural heritage bodies

UKOLN


Harvested links



Copyright Essentials
A Collections Trust factsheet providing an introduction to copyright law for the non-specialist collections manager. [?]
Training Course: Copyright Essentials
This training course provided by Museums Galleries Scotland offers an introduction to the principles of copyright within the context of caring for collections. It offers basic and practical training, [?]
New guide to copyright for cultural heritage organisations
The Collections Trust is delighted to announce the publication of a new guide to copyright for cultural heritage organisations. [?]
Collections Management Network website
Collections Management Network (CMNetwork) is a consortium of consultants, advisers and trainers with expertise in collections management. We work together to provide practical, authoritative, cost ef [?] <span id="fck_dom_range_temp_1287584946184_396" />


[[Role::newcomer]] [[Role::strategy manager]] [[Role::policy maker]] [[Role::project manager]] 
[[Role::content manager]] [[Role::acquisitions manager]] [[Goal::managing]] [[Goal::copyright]] 
[[Goal::IPR]] [[Goal::legal]] [[Level::basic]] [[Level::medium]] [[Level::deep]]
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