Hildegard Schaeffler, Bayerische Staatsbibliothek, Germany

NatHosting Project: Overview
Matthias Razum (FIZ Karlsruhe), Hildegard Schäffler (BSB), Michael Seadle (HU Berlin)
SafeNet Workshop; Edinburgh, 25/26 July 2016
Projektpartner
www.htwk-leipzig.de
Gefördert durch:
Background
Alliance of Science Organisations: Initiative „Digital Information“ (2008 - )
Working Group „National Hosting Strategy“ of the „Alliance“
deals with the issue of permanent access to licensed digital publications:
 Commissioned a study by Charles Beagrie Ltd.:
„Ensuring Perpetual Access: Establishing a Federated Strategy on Perpetual
Access and Hosting of Electronic Resources for Germany” (2010)
recommendations:
consider Portico and/or LOCKSS,
take international cooperation into account
 Preliminary evaluation of Portico and LOCKSS leads to project NatHosting, funded
by the German Research Association (DFG)
aiming at the preparation of a sound concept for the subsequent
implementation of a national hosting strategy
Project Grant „NatHosting“
Project start:
Project end:
02/2014
02/2016
Consortium
 Bavarian State Library (BSB)
 FIZ Karlsruhe – Leibniz-Institute for Information Infrastructure
 University Library Frankfurt/M.
 Karlsruhe Institute of Technology (KIT)
KIT Library and Steinbuch Centre for Computing (SCC)
 Humboldt-University, Berlin
Berlin School of Library and Information Science
 University Library Erlangen-Nürnberg
3
Project Structure
Seven Work Packages (lead):
 Quantities, licences
BSB
 Analysis of Portico and LOCKSS
HU
 Proposal for a technical solution
FIZ-KA
 Rights management
KIT
 Use cases and workflows
UB-ER
 Organisational and financing structure
UB-F
 Achieving acceptance / external supervision (Advisory Board)
BSB
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Proposed Solution
1
The analysis of the main characteristics of both Portico and LOCKSS lead us to the
proposal of a combined solution:
1.



Portico participation of a national consortium
Covering the content of a large number of (often bigger) publishers without delay
Either as an „opt-in“ consortium or as a „national licence“
Portico‘s offer currently under negotiation
2. Build-up of a „Managed PLN“
 Successively covering content from smaller but relevant publishers, currently not
covered by Portico
5
Proposed Solution
2
Coupling the PLN with a „trusted“ rights management
Based on KB+; linked with national ERM project
According to the licences of the participating libraries
Opt-out concept for publishers, if they don’t agree with the rights interpretation of
the libraries
 Potentially to include Portico rights management as well
 Third party systems can be integrated if certain standards are fulfilled
3.



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Proposed Solution
3
4. Setup of a National Hosting Agency
 Negotiations with publishers about PLN participation
 Setup of the entitlement registry
 Commissioning of a technical operator of the PLN incl. rights management
 Communicating with the German library community
 Representing NatHosting in Portico and LOCKSS Boards
 Requires: organisational and funding concepts
7
Next steps
 Prepare follow-up proposal with DFG for funding of implementation project
–
Defining content priorities and licensing content (including Open Access)
–
Technical implementation of PLN and rights management
–
Populating entitlement registry
–
Defining and testing workflows
–
Establishing a hosting agency and funding strategy
 Conclude negotiations with Portico
 Continue with international networking
–
Share licensing language
–
Joint negotiations for publishers‘ PLN participation?
–
Share plug-ins
–
Share ERM technology
8
Thank You!
Projektpartner
www.htwk-leipzig.de
Gefördert durch: