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Copyright exceptions:
Perspective of a researcher-led publisher


Brian Hole
Centre for European Policy Studies – December 13th 2012


     brian.hole@ubiquitypress.com          www.ubiquitypress.com / @ubiquitypress
1. Background to UP
                               2. Research
                               3. Text and data mining
                               4. Teaching
                               5. General points
                               6. Harmonization




brian.hole@ubiquitypress.com    www.ubiquitypress.com / @ubiquitypress
Ubiquity Press

  Not a typical publisher

       • Founded and run by researchers, for researchers
       • Broad base including humanities and social sciences
       • Fully open access
       • Strongly encourage open data and software publishing




      brian.hole@ubiquitypress.com   www.ubiquitypress.com / @ubiquitypress
The Social Contract
                               of Science
                               •   Research requires an
                                   open, effective and
                                   efficient distribution
                                   model
                               •   I.e. open access, open
                                   data, non-restrictive
                                   copyright




brian.hole@ubiquitypress.com   www.ubiquitypress.com / @ubiquitypress
Research
The ideal situation:
        • Copyright of publicly-funded research should ideally not
          be transferred to private interests, such as publishers
        • Copyright should be retained by the producers of the work
        • Research should be released under open licences
          permitting all forms of reuse (e.g. Creative Commons)

For other cases:
        • A fair dealing exception is required that allows academics
          (and the public) to use material for private study, criticism
          and review
        • Restricting the above prevents open and effective research


         brian.hole@ubiquitypress.com     www.ubiquitypress.com / @ubiquitypress
Text and data mining
[the benefits of text mining include]: “increased researcher efficiency;
unlocking hidden information and developing new knowledge; exploring
new horizons; improved research and evidence base; and improving the
search process and quality. Broader economic and societal benefits
include cost savings and productivity gains, innovative new service
development, new business models and new medical treatments.”
                                                                     JISC
“The downstream value of high quality, high throughput chemical
information extracted from the literature can be measured against
conventional abstraction services… with a combined annual turnover of
perhaps $500-1,000 million dollars. We believe our tools are capable of
building the next and better generation of services.”
                                                      Peter Murray-Rust


         brian.hole@ubiquitypress.com    www.ubiquitypress.com / @ubiquitypress
Text and data mining
The ideal situation:
        • Open access and open data (with CC-By and CC0 licenses)
          mean that all research text and data are available for
          mining, reuse and analysis
        • But many established publishers want to forbid, restrict, or
          control this

For other cases:
        • A fair dealing exception is required that allows for
          academic (and arguably other, e.g. commercial) mining of
          both text and data
        • It is important that this not only apply to text – data is
          extremely important as well

         brian.hole@ubiquitypress.com      www.ubiquitypress.com / @ubiquitypress
Teaching
The ideal situation:
        • All research outputs should be open access and available
          for reuse in teaching, both in research institutions and
          more broadly
        • Once again established publishers want to prevent this
For other cases:
        • The EC recommendation should be strengthened to
          require a fair dealing exception that allows for copyright
          material to be freely used in teaching
        • A fair dealing exception for examinations is also required so
          that copyright material included in exams can be made
          available afterwards for others to study and practice with

         brian.hole@ubiquitypress.com     www.ubiquitypress.com / @ubiquitypress
General points

   • Non-commercial restrictions on exceptions for research
     outputs are not in the public interest and stifle innovation
   • It needs to be made clear as to whether facts are or are
     not copyrightable – some academics have been
     threatened with legal action by publishers
   • The EU Database Directive is potentially restrictive and
     should be reviewed




       brian.hole@ubiquitypress.com     www.ubiquitypress.com / @ubiquitypress
Harmonization

  • Modern research projects operate with large international
    teams, based in multiple countries
  • Copyright exceptions are currently not harmonized across
    Europe, so researchers have to deal with a different set of
    exceptions in each country
  • An effort should therefore be made to achieve
    harmonization of exceptions




      brian.hole@ubiquitypress.com    www.ubiquitypress.com / @ubiquitypress
Questions?



Thanks to Paul Ayris (UCL) and Peter Murray-Rust (OKFN) for their input
Links
 http://www.ubiquitypress.com
 http://blogs.ch.cam.ac.uk/pmr/2012/03/21/my-response-to-hargreaves-on-copyright-
 reform-i-request-the-removal-of-contractual-restrictions-and-independent-oversight
 http://www.jisc.ac.uk/publications/value-and-benefits-of-text-
 mining.aspx

        brian.hole@ubiquitypress.com           www.ubiquitypress.com / @ubiquitypress

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Copyright Exceptions: Perspective of a Researcher-Led Publisher

  • 1. Copyright exceptions: Perspective of a researcher-led publisher Brian Hole Centre for European Policy Studies – December 13th 2012 brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 2. 1. Background to UP 2. Research 3. Text and data mining 4. Teaching 5. General points 6. Harmonization brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 3. Ubiquity Press Not a typical publisher • Founded and run by researchers, for researchers • Broad base including humanities and social sciences • Fully open access • Strongly encourage open data and software publishing brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 4. The Social Contract of Science • Research requires an open, effective and efficient distribution model • I.e. open access, open data, non-restrictive copyright brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 5. Research The ideal situation: • Copyright of publicly-funded research should ideally not be transferred to private interests, such as publishers • Copyright should be retained by the producers of the work • Research should be released under open licences permitting all forms of reuse (e.g. Creative Commons) For other cases: • A fair dealing exception is required that allows academics (and the public) to use material for private study, criticism and review • Restricting the above prevents open and effective research brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 6. Text and data mining [the benefits of text mining include]: “increased researcher efficiency; unlocking hidden information and developing new knowledge; exploring new horizons; improved research and evidence base; and improving the search process and quality. Broader economic and societal benefits include cost savings and productivity gains, innovative new service development, new business models and new medical treatments.” JISC “The downstream value of high quality, high throughput chemical information extracted from the literature can be measured against conventional abstraction services… with a combined annual turnover of perhaps $500-1,000 million dollars. We believe our tools are capable of building the next and better generation of services.” Peter Murray-Rust brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 7. Text and data mining The ideal situation: • Open access and open data (with CC-By and CC0 licenses) mean that all research text and data are available for mining, reuse and analysis • But many established publishers want to forbid, restrict, or control this For other cases: • A fair dealing exception is required that allows for academic (and arguably other, e.g. commercial) mining of both text and data • It is important that this not only apply to text – data is extremely important as well brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 8. Teaching The ideal situation: • All research outputs should be open access and available for reuse in teaching, both in research institutions and more broadly • Once again established publishers want to prevent this For other cases: • The EC recommendation should be strengthened to require a fair dealing exception that allows for copyright material to be freely used in teaching • A fair dealing exception for examinations is also required so that copyright material included in exams can be made available afterwards for others to study and practice with brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 9. General points • Non-commercial restrictions on exceptions for research outputs are not in the public interest and stifle innovation • It needs to be made clear as to whether facts are or are not copyrightable – some academics have been threatened with legal action by publishers • The EU Database Directive is potentially restrictive and should be reviewed brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 10. Harmonization • Modern research projects operate with large international teams, based in multiple countries • Copyright exceptions are currently not harmonized across Europe, so researchers have to deal with a different set of exceptions in each country • An effort should therefore be made to achieve harmonization of exceptions brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress
  • 11. Questions? Thanks to Paul Ayris (UCL) and Peter Murray-Rust (OKFN) for their input Links http://www.ubiquitypress.com http://blogs.ch.cam.ac.uk/pmr/2012/03/21/my-response-to-hargreaves-on-copyright- reform-i-request-the-removal-of-contractual-restrictions-and-independent-oversight http://www.jisc.ac.uk/publications/value-and-benefits-of-text- mining.aspx brian.hole@ubiquitypress.com www.ubiquitypress.com / @ubiquitypress