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.

1. SIPX,
Inc.
Changes
in
Academic
Publishing
and
A
New
Copyright
Solu:on
for
Universi:es
MARTHA
G
RUSSELL,
PhD
FRANNY
LEE
Executive
Director,
VP,
University
Relations
and
Product
Media
X
at
Stanford
University
Development
martha.russell@stanford.edu
SIPX,
Inc.
(formerly
Stanford
Intellectual
Property
Exchange)
h1p://mediax.stanford.edu
franny@sipx.com
h1p://innova8on-­‐ecosystem.org

2. Overview
• Ecosystem
changes
• Challenges
• How
SIPX
Works
• Benefits
• Invita=on

3. Discovery
Collabora=ons
code x
at S T A N F O R D U N I V E R S I T Y
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

4. Complex
Ecosystem
Providing
affordable
and
easy
access
to
content
requires…

5. Ecosystem
Disrup=ons

6. Ecosystem
Disrup=ons

7. Ecosystem
Disrup=ons
PUBLISHING
INDUSTRY
SHOWS
Dynamic
innova:on
•
University
par:cipa:on
•
Eager
investors
Stanford
in
key
loca:on

8. Challenges
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?

9. Challenges
Provoca=ve
Research
Ques=ons
at S T A N F O R D U N I V E R S I T Y

10. Challenges
Provoca=ve
Research
Ques=ons
Collabora=ve
Discovery
at S T A N F O R D U N I V E R S I T Y

11. VIDEO

12. How
SIPX
Works
Presented
at
NMC
Summer
Conference
2012

13. Copyright
challenges
for
universi:es
•
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

14. Legal
ambiguity?!
• 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?

15. 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

16. Pressure
from
shrinking
library
budgets
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?

17. System
overview:
Ideal
online
rights
management
(ORM)
• Work with existing
infrastructure
• Transparent to
consumer/owners
• Automated
• Easy to use
webservice
• Cost effective
hdp://...

18. Top-­‐level
overview
- Rights Repository
- Pricing/Access Rules
hdp://...

19. User-­‐level
overview
PROFESSOR
STUDENT
retrieves
reading
CONTENT
OWNER
assembles
content
gets
paid
Click
link
from
professor
to:
Find
ar7cles
…authen8cate
and
check
for
Receives
collected
through
a
simple
discounts,
royalty
payments
keyword
search
by
…transact
any
necessary
and
usage
analy8cs.
8tle/author
on
the
royal8es,
school’s
web
pla@orm
…deliver
content
to
student
in
or
directly
on
SIPX.
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

20. Distribution of Cou
content, pricing,
& conditions of use Solution Materials
Rights Holders © entered into sipx Stanford Intellectual Property Stanford Intellectual Prop
Exchange
sipx.stanford.edu
& Agents sipx use case: Exchange (SIPX) offers a
Distribution of professors to clear conten
Course
Materials a simple way for students
SIPX
Stanford Intellectualmaterials.
Property
Rights Holders Exchange (SIPX) offers a legal way for
SIPX facilitates content d
professors to clear content easily and
& Agents a simple way for students to access
minimizes legal liability w
professor can materials.
©
LICENSES
NEGOTIATED
BY
add own content ing the rights of content c
SIPX facilitates content decisions and
LIBRARIES
ENTERED
INTO
SIPX
and set terms minimizes legal liability while respect-
sipx ing the rights of content creators.
and enables
transactions
$
Web Interface for Content Delivery Systems
payment and
usage data to
professor interface student interface
find content university login
transact
Professor student’s $ Student
digital
course
materials
course materials delivery
and content system printed
course
materials

21. Providing
affordable
and
easy
access
to
content
requires…
Informa=on
about
Ability
to
locate
actual
Integra=on
with
+
+
copyright
pricing
and
digital
content
with
condi=ons
of
use,
content
distribu=on
reliable
metadata
including
library
systems
licensing
informa=on

22. BENEFITS
-­‐
address
copyright
law
challenges
•
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

23. BENEFITS
-­‐
Massively
Open
Online
Courses
• 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

24. Demo
–
Ac:ve
system
at
Stanford

25. Integrates
seamlessly
into
LMS

26. Next
Steps
at S T A N F O R D U N I V E R S I T Y
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.

27. Next
Steps
SIPX,
Inc.
• Get involved
• SIPX Introductory Program
• MOOCs

28. Next
Steps
For
more
informa=on:
SIPX,
at S T A N F O R D U N I V E R S I T Y
Inc.