WP7: IPR, A&A, Licensing; Detailed Activity Plan

Legal and ethical issues are of key importance to the viability of the CLARIN infrastructure.
CLARIN will be committed to open access. However, the LRT domain includes material
which can only be made available subject to a variety of legal and ethical restrictions. This
WP is for building the necessary legal and ethical agreement patterns in CLARIN. During the
preparatory phase we will need to develop a thorough understanding of these problems and
need to work out first such patterns to prepare the construction phase. Agreements and
licenses are needed for successful cooperation among the various actors and users of
CLARIN, and for achieving and maintaining sufficient levels of trust. A network of
agreements, licenses and auditing is needed to relate the actors to each other and to avoid or
reduce risks incurred in possible violations of intellectual property rights (IPR) or basic
ethical rules. CLARIN may also include new business and accounting models. The
opportunities and risks of the inclusion of commercial services have to be studied in order to
understand the positive and negative effects of including such in the CLARIN infrastructure
that will be constructed. It is the task of this WP to create sufficient model agreements for the
operational prototype and test beds that will be built in CLARIN during the preparatory phase
and to find out what their coverage and level of acceptance is.
WP7 will investigate viable models for releasing data and software under open access and
open source licences wherever possible.
The work can build on earlier work such as in the LE-PAROLE project whose licensing
scheme consisting of four parties can be adapted to the CLARIN situation. Also for
distributed authentication and authorization scenarios CLARIN can build on experience made
in a number of national identity federations and in the DAM-LR project where the goal was
to establish a federation of archives. Keys to all these federations are trusted organizations
that can offer (1) a reliable identification of users and (2) a reliable certification of the user
reading the license and having signed it. Methods for auditing the reliability of trusted
organizations will be needed in the fully operationa l CLARIN and will therefore be studied in
WP7. Auditing should become a routine periodic re-assurance method of trust. CLARIN
wants also to be open to guest researchers worldwide and therefore one has to analyze in
which cases and to which extent such rules will be necessary and/or practical.
Only reliable distributed authentication schemes open the way to providing licenses for large
numbers of users to access materials and tools, and to migrating legacy language resources
into wide use within CLARIN.
A number of additional issues need to be taken up such as (a) licensing templates for
language materials and tool usage, (b) establishing model licenses to be used for new
CLARIN materials, (c) migrating legacy licenses into CLARIN, (d) licensing Templates for
Language Technology Software and (e) a common code of conduct covering widely agreed
ethical rules.
Each task will be carried out by a working group that includes experts for the aspects to be
dealt with. A close interaction with other WPs is necessary, in particular WP2 and WP5. The
WP will also include advice from lawyers where necessary. This WP will start out with the
creation of one Working Group, but subgroups may be created if this seems more efficient
and effective.

Task 1: Working Group formation and activity plan

According to the initial WG meeting at the CLARIN Kick-off in Nijmegen, a group of initial working group members will be invited to subsribe to the CLARIN web goups accoring to their interest. The following persons attended the initial meeting:

xxx

Task 2: Licensing and authorization of materials

A framework needs to be worked out that ought to be straightforward and ought to
guarantee maximally wide and seamless access and use. Particular attention ought to be paid to
allowing all reasonable present and future uses, including further annotation of materials and
combining different kinds of materials. By default, also the development and enhancement of 5
copyrights are fully respected). The present and past licensing practices are probably quite diverse
and thus threaten the successful and wide use of the LRs and LT software. Designing an overall
authorization scheme which (1) covers authorization between all CLARIN players and users, trusted
organizations, providers of CLARIN services, and providers of CLARIN materials; (2) can be
implemented on a large scale; (3) allows a feasible solution for providing users access to the
materials they need; (4) does not excessively burden the parties which grant the licenses; and (5>12 satisfies the concerns of the copyright holders and other parties. This design affects the overall
structure of CLARIN at all levels. The authorization scheme should be designed in such a way as to
require minimal additional work from the collectors of corpora.
First an investigation of current practices and models will be done. Based on that we intend to work
out a first framework in the preparatory phase.
Business models will be studied, e.g., with fees according to the use of the services. Some
sophisticated commercial services exist (e.g., Integrum), these will be studied and contacted. Other
models are those handled by resource centres such as ELDA, INL, ATILF, etc.

Task 2 Milestones:

M7S-2.1 T9: Initial AA Scheme Plan

M7S-2.2 T12: Registry for Existing Licenses for LRT

M7S-2.3 T18: First Comprehensive Summary about Licensing Problems (distributed)

M7S-2.4 T24: Initial Version of Licensing Templates Distributed for Review

Task 2 Working Groups:

WG2A: Licensing and authorization of materials

WG2B: Software licensing (Will be formed 2009 if need be)

WG2C: IPR legistlation EU wide (Will be formed in 2009 if need be)

Task 2 Results and Deliverables

M7S-2.1 Initial authorization and authentication scheme plan exists T9

M7S-2.2 Registry of existing Licenses for LRT in operation and incrementally growing T12

M7S-2.3 First comprehensive summary about licensing problems Distributed T18

M7S-2.4 Initial versions of licensing templates distributed for review T24

Task 3: ELDA/ELRA

Existing catalogue based services such as from ELRA/ELDA in Europe need to be
integrated in the CLARIN infrastructure although their business model primarily focuses on industrial
usage. A model needs to be worked out to integrate the future CLARIN infrastructure with the ELDA
offerings and to understand the future role of ELDA in this emerging scenario. A report will document
the results.

Task 3 Results and Deliverables:

D7S-3.1 Collaboration Plan between CLARIN and external services T24

Task 4: Trust relations

The technical requirements from WP2 will be studied and discussions with the existing and
emerging national identity federations and grid projects will be started. Model agreements for all
relevant actors within CLARIN dealing with authorization, authentication etc will be worked out that
can be agreed upon at a European level that satisfy the requirements. This work can be built on the
DAM-LR work and the agreements found at national level.

Task 4 Milestones:

M7S-4.1 Repository federations and initial set of Federation Agreements between CLARIN centres (available for WP2) T12

Task 4 Results and Deliverables:

D7S-4.1 Set of Federation Agreements for CLARIN centres T36

%%%%%%%%%%%%%%%%%%% old stuff %%%%%%%%%%%%%%%%%%%%% M7S-1.1 Working group formed and Activity Plan exists T3
M7S-2.1 Initial authorization and authentication scheme plan exists T9
M7S-2.2 Registry of existing Licenses for LRT in operation and
incrementally growing T12
M7S-2.3 First comprehensive summary about licensing problems Distributed T18
M7S-2.4 Initial versions of licensing templates distributed for review T24

Repository federations and initial set of Federation
Agreements between CLARIN centres (available for WP2) T12

D7S-2.1 A report including Model Licensing Templates and
Authorization and Authentication Scheme (interim versions
distributed around T12 and T24) T36
D7S-3.1 Collaboration Plan between CLARIN and external services T24
D7S-4.1 Set of Federation Agreements for CLARIN centres T36

WP7: Detailed Action Plan

The Work Package 7 for intellectual property rights aims to do the following things during 2008 or the first year of the EU commission funding. According to the Technical Annex, there are four milestones during the first year:

M7S-1.1 Working groups formed and Activity Plan exists T3
M7S-2.1 Initial authorization and authentication scheme plan exists T9
M7S-2.2 Registry of existing Licenses for LRT in operation and incrementally growing T12
M7S-4.1 Repository federations and initial set of Federation Agreements between CLARIN centres (available for WP2) T12

The second year milestones are as follows:

The third year milestones are:

1. Defining and setting up WP7 related working groups

See the ClarinEb topic for an account of working groups (WG). At least the following WGs corresponding to the tasks of this WP will be proposed:

Wp7Wg2A
Providing a framework for licensing and authorization to enable incorporating of new and existing language resources into CLARIN. This WG should include representatives from all participating countries in order to collect enough information about existing licenses governing the use of language resources. (Marjut Salokannel, UHEL, UTU, INL, ILSP, Martin, Peter, Comm. publsihers, all)
Wp7Wg3
Defining the relation to existing initiatives such as in particular ELRA/ELDA and the inclusion of their offering. This WG would include representatives of relevant initiatives. (ELDA, Victoria Arranz?, WP5 contact...)
Wp7Wg4
Providing a set of legal agreement templates to be used between the various actors in order to establish the necessary trust relations and to define the obligations and rights. This WP will include representatives from relevant actors and from some other WPs, especially from WP2. (Marjut Salokannel, UHEL, CSC, MPG, publishers, ...)

The first of these, Wp7Wg2A, is the first one to be activated. The work of Wp7Wg3 can be started in the second year, or towards the end of the first year. The work of Wp7Wg4 is closely tied to the progress in WP2 and has to start in synchrony with the activities in WP2. Later on, some further WGs may be proposed, e.g.

Wp7Wg2B
for a framework for licensing to enable incorporating of e.g. language technological software modules into CLARIN. (Marjut Salokannel, UHEL, Martin W?, Peter W?, open source organizations, LT companies, ...)
Wp7Wg2C
for deeper study national and EU-wide IPR legislation. (Marjut Salokannel, Dan Cristea, ...)

2. Collect a list of national contact persons for each CLARIN country

One contact person is needed from each country where we have a CLARIN member to assist in getting contact with relevant persons in that country. The person should know the relevant people in that country with good coverage, and be able to locate people who know further people. These contact persons need not be burdened with much work, but they should be fairly well reachable. We should collect one set of such contact persons together with WP5..

-- MarttiVainio - 25 Mar 2008

Topic revision: r2 - 2008-03-26 - MarttiVainio
 
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