%CE%A4%CE%9C%202-5%20Data%20and%20metadata%20licensing.pdf

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DATA SUPPORT OPEN Training Module 2.5

Data & metadata licensing PwC firms help organisations and individuals create the value they’re looking for. We’re a network of firms in 158 countries with close to 180,000 people who are committed to delivering quality in assurance, tax and advisory services. Tell us what matters to you and find out more by visiting us at www.pwc.com.
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DATASUPPORT OPEN This presentation has been created by PwC

Authors:
Makx Dekkers, Nikolaos Loutas, Michiel De Keyzer and Stijn Goedertier

Presentation metadata Slide 2 Open Data Support is funded by the European Commission under SMART 2012/0107 ‘Lot 2: Provision of services for the Publication, Access and Reuse of Open Public Data across the European Union, through existing open data portals’(Contract No. 30-CE- 0530965/00-17).

© 2014 European Commission Disclaimers 1. The views expressed in this presentation are purely those of the authors and may not, in any circumstances, be interpreted as stating an official position of the European Commission. The European Commission does not guarantee the accuracy of the information included in this presentation, nor does it accept any responsibility for any use thereof. Reference herein to any specific products, specifications, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favouring by the European Commission. All care has been taken by the author to ensure that s/he has obtained, where necessary, permission to use any parts of manuscripts including illustrations, maps, and graphs, on which intellectual property rights already exist from the titular holder(s) of such rights or from her/his or their legal representative. 2. This presentation has been carefully compiled by PwC, but no representation is made or warranty given (either express or implied) as to the completeness or accuracy of the information it contains. PwC is not liable for the information in this presentation or any decision or consequence based on the use of it.. PwC will not be liable for any damages arising from the use of the information contained in this presentation. The information contained in this presentation is of a general nature and is solely for guidance on matters of general interest. This presentation is not a substitute for professional advice on any particular matter. No reader should act on the basis of any matter contained in this publication without considering appropriate professional advice.

DATASUPPORT OPEN Learning objectives By the end of this training module you should have an understanding of: • The importance of licensing. • The meaning of “open” in Open Data.
• The licensing requirements in the revised PSI Directive. • Creative Commons and the Open Data Commons. • The licensing options for data and metadata and the consequences for sharing and reuse. • The Europeana Licensing Framework as a practical example. Slide 3

DATASUPPORT OPEN Content This modules contains... • The importance of licensing • Licensing in the Open Data Principles • Licensing in the revised PSI Directive • Licensing options and good practice for reuse of data • Licensing options and good practice for reuse of metadata • A scenario for reuse of metadata • Case study: Europeana Slide 4

DATASUPPORT OPEN The importance of Licensing

Slide 5

DATASUPPORT OPEN Clear licence information is important because... • It tells users and reusers exactly what they can do with your data and metadata. • It encourages the use and reuse of your data and metadata the way you want them to be used and reused. • It creates visibility of your efforts downstream (if you ask for attribution).

Slide 6 If no explicit licence is provided, a user does not know what can be done with the data/metadata – the default legal position is that nothing can be done without contacting the owner on a case- by-case basis.

DATASUPPORT OPEN Clear licence information - example Slide 7

DATASUPPORT OPEN Licensing in the Open Data Principles How licences appear in the basic principles of open data and why licensing of open (meta)data is important. Slide 8

DATASUPPORT OPEN The Open Data Definition It also covers metadata “A piece of data or content is open if anyone is free to use, reuse, and redistribute it — subject only, at most, to the requirement to attribute and/or share-alike”
-- opendefinition.org

This means, according to the Open Knowledge Foundation:
• Availability and Access: the data must be available as a whole and at no more than a reasonable reproduction cost, preferably by downloading over the internet. The data must also be available in a convenient and modifiable form.
• Reuse and Redistribution: the data must be provided under terms that permit reuse and redistribution including the intermixing with other datasets.
• Universal Participation: everyone must be able to use, reuse and redistribute - there should be no discrimination against fields of endeavour or against persons or groups. For example, ‘non-commercial’ restrictions that would prevent ‘commercial’ use, or restrictions of use for certain purposes (e.g. only in education), are not allowed Slide 9 DATASUPPORT OPEN Licensing is the first star... Two stars: publish in machine-readable format One star: publish data under an open licence Three stars: publish in open format Five stars: create links to other data
Four stars: assign URIs to data
See also: http://www.slideshare.net/OpenDataSupport /introduction-to-linked-data-23402165 Slide 10

DATASUPPORT OPEN Licensing in the revised PSI Directive

Slide 11

DATASUPPORT OPEN Obligations of Member States according to the PSI Directive Public sector bodies are obliged, for all information they hold related to their public task and that is not explicitly mentioned in one of the exceptions, to:
• Make information reusable for commercial or non-commercial purposes under non- discriminatory conditions. • Process requests and provide access within 20 days (or 40 if request is complex); justify negative decision and inform about how to appeal. • Charge no more than the marginal cost incurred for reproduction, provision and dissemination; the charges (if any) and the calculation basis for those charges are to be pre- established and published, through electronic means where possible and appropriate. • Publish licences in digital format. • Make information available in pre-existing format and language, and where possible and appropriate, in open and machine- readable format together with their metadata. Both the format and the metadata should, in so far as possible, comply with formal open standards. • Put in place practical arrangements that facilitate the search for documents available for reuse, such as assets lists, accessible preferably online, of main documents, and portal sites that are linked to decentralised assets lists.

Slide 12

DATASUPPORT OPEN Directive 2013/37/EU says... • Any licences […] should […] place as few restrictions on reuse as possible […]. Open licences available online, which grant wider reuse rights without technological, financial or geographical limitations and relying on open data formats, should play an important role in this respect. Therefore, Member States should encourage the use of open government licences […].

  • Recital (26) • Public sector bodies may allow reuse without conditions or may impose conditions, such as indication of source, where appropriate through a licence. These conditions shall not unnecessarily restrict possibilities for reuse and shall not be used to restrict competition.
  • Article 8, paragraph 1 Slide 13 See also: http://www.slideshare.net/OpenDataSupport/th e-psi-directive-and-open-government-data

DATASUPPORT OPEN Consequences of the PSI Directive with regards to licensing Make information re-usable for commercial or non-commercial purposes under non-discriminatory conditions Conditions need to be pre-established, transparent and the same for everyone. The Directive encourages the use of an open licence.

Publish licenses in digital format Explicit licences should be associated with the available data.

Facilitate search for information, preferably online (e.g. portal) This implies public availability of descriptions of available data.

Slide 14

DATASUPPORT OPEN Licensing options and good practices The case of data – different options exist for licensing your data depending on its nature.

Slide 15

DATASUPPORT OPEN Licensing datasets • If you want to attach no restrictions to your data: Say it!

• Every dataset should have a licence associated to it.

  • Without an explicit licence, reuse is restricted.

• The objective should be to make data(sets) as openly available as possible, within the boundaries of the law.

Slide 16 But how can I know which licence is fit for purpose?

DATASUPPORT OPEN Different data have different licensing needs • Some data(sets) may be required to be openly available.
 e.g. subject to a Freedom of Information Act • Some data(sets) may be subject to restrictions.  e.g. privacy, national security, third party rights
• Some data(sets) may be available for reuse but not for modification.
 e.g. legal texts, public budgets (if modifications are made, it must be made clear that the data is not the actual authentic version) • Some data(sets) may be published allowing derivations with attribution of authoritative source.
 e.g. legal commentary, translations

Slide 17 DATASUPPORT OPEN Licensing approaches: Creative Commons (1) Public domain - No rights reserved – allows licensors to waive all rights and place a work in the public domain. others may freely build upon, enhance and reuse the works for any purposes without restriction under copyright or database law. Slide 18 Attribution – Others can distribute, remix, tweak, and build upon your work, even commercially, as long as they credit you for the original creation.
Attribution-ShareAlike – Others can remix, tweak, and build upon your work even for commercial purposes, as long as they credit you and license their new creations under the identical terms.
See also: http://creativecommons.org/licenses/
Public Domain Mark – “No know copyright”– allows licensors to waive all rights and place a work in the public domain. It indicates that a work is no longer restricted by copyright and can be freely used by others.

DATASUPPORT OPEN Licensing approaches: Creative Commons (2) Slide 19 Attribution-NonCommercial-ShareAlike – Others can remix, tweak, and build upon your work non-commercially, as long as they credit you and license their new creations under the identical terms . Attribution-NoDerivs – Allows for redistribution, commercial and non-commercial, as long as it is passed along unchanged and in whole, with credit to you.
Attribution-NonCommercial – Others can remix, tweak, and build upon your work non-commercially, and although their new works must also acknowledge you and be non-commercial, they don’t have to license their derivative works on the same terms. Attribution-NonCommercial-NoDerivs – Only allows others to download your works and share them with others as long as they credit you, but they can’t change them in any way or use them commercially. See also: http://creativecommons.org/licenses/
DATASUPPORT OPEN Good practices for licensing your data Good practices:  If the original data is in the public domain (e.g. by law), keep it there – use for example the Creative Commons Zero Public Domain Dedication or the Open Data Commons Public Domain Dedication and License (PDDL)
 For some documentation integrity needs to be protected – use a No- Derivatives licence, for example Creative Commons Attribution- NoDerivs, but only if really necessary  Avoid Non-Commercial licences if at all possible, as these seriously restrict reuse.

Slide 20 Licences for data should provide appropriate security and control
(but not more than that).

DATASUPPORT OPEN UK Government licence for PSI Slide 21 http://www.nationalarchives.gov.uk/doc/open-government-licence/version/2/

DATASUPPORT OPEN Using an open and unrestricting licence for your data Whenever data is licensed for open and unrestricted access, reusers can create new knowledge from combining it.

For example,
• Cross-referencing public spending with geographic data to visualise which regions are better funded. • Matching public transport timetables with GPS data to be able to give real time information on delays. • Measuring performance of public services based on transaction counters and waiting times. • Deriving recommendations for prevention policies relating accident statistics with weather data and road maps.

Slide 22

DATASUPPORT OPEN Protecting against liability Liability risks are related to: • Infringement on third-party rights (personal data, copyright, database rights etc.)

  • Rights must be cleared and data must be anonymised • (In)correctness of data
  • A disclaimer makes clear in how far the publisher guarantees correctness of the data • Unfair competition to market parties already selling the information
  • In such cases, market parties need to be consulted, e.g. providing a phasing-in period

Slide 23 Source: Marc de Vries. Open Data and Liability. EPSIplatform Topic Report No. 2012/13.
http://epsiplatform.eu/sites/default/files/Final%20TR%20Open%20Data%20and%20Liability.pdf

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