This document summarizes a presentation given by Jeannette Frey on LIBER and text and data mining (TDM) in Europe. LIBER represents over 400 research libraries across Europe and advocates for open science. The presentation discusses LIBER's support for open science, a LIBER statement on open science, and a factsheet on TDM. It also covers the EU's Digital Single Market strategy and how TDM supports its goals. The presentation argues that exceptions for TDM should be mandatory to enable data-intensive research and the free flow of ideas.
1. LIBER Statement and the
current status of TDM in Europe
Jeannette Frey, BCU Lausanne, LIBER Vice-President
Symposium of the Consortium of Swiss Academic
libraries
Berne, June 9, 2015
2. OUTLINE
Introduction to LIBER
LIBER Strategy 2013-2017
Enabling Open Science…
LIBER fostering Open Science
LIBER Statement on Open Science
LIBER factsheet on TDM
The Hague Declaration for Knowledge
Discovery
Digital Single Market Strategy for Europe
3. Introduction to LIBER
Over 400 European research libraries
(national and university libraries, and libraries
of research institution)
Across 40 countries
Mission: “to create an information infrastructure
to enable research in LIBER institutions to be
world class”
7. Enabling open science… Increase of
scientific
production
Increase of
scientific
production
Development
of data
intensive
science
Development
of data
intensive
science
Global
collaborati
on
Global
collaborati
on
Citizen
science
Citizen
science
17. • TDM brings significant benefits for Open
Science
• TDM also supports the aims of the EC in
developing the Digital Single Market
• LIBER has been & will continue to advocate
for a mandatory exception for TDM, which
can not be over-ridden by contracts
• Big Data can change the world!
18. • Lack of clarity around legality of TDM
especially in Europe – harmful for the science
• Licensing insufficient solution
• Intellectual property was not designed to
regulate the free flow of facts, data and ideas
• In the Digital Age the right to read = the right
to mine
19.
20.
21.
22.
23.
24.
25. Digital Single Market Strategy for
Europe and TDM
• 3-5 copyright exceptions in Infosoc made
mandatory
• Research, science, education
• Promote cross-border access
• Prevent geo-blocking
• Impact assessment before summer 2015
• Proposal expected in October 2015
27. Links to directives, reports and statements:
• Infosoc directive (2001):
http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CELEX:3200
EN:HTML
• Reda Report:
http://www.europarl.europa.eu/sides/getDoc.do?pubRef=-//EP//N
EN
• An article published last week referencing the Hague
Declaration and also reiterating the misinformation contained
in the STM statement:
• http
://www.euroscientist.com/text-and-data-mining-freedom-at-stakes
ixzz3cSPLiZ3h
• The Hague Declaration: http://thehaguedeclaration.com/
28. Links to directives, reports and statements:
• EC commission priority Digital Single Market:
http://ec.europa.eu/priorities/digital-single-market/
• EC Communication « A Digital Single Market Strategy for
Europe »:
http://ec.europa.eu/priorities/digital-single-market/docs/dsm-
communication_en.pdf
• LIBER statement on enabling Open Science:
http://libereurope.eu/blog/2014/09/30/liber-statement-on-
enabling-open-science/
• LIBER factsheet TDM: http://libereurope.eu/wp-
content/uploads/2014/11/Liber-TDM-Factsheet-v2.pdf
• LIBER Statement on the Digital Single Market Strategy for Europe:
http://libereurope.eu/blog/2015/05/18/liber-statement-on-the-
digital-single-market-strategy-for-europe/
Hinweis der Redaktion
Thanks to the Consortium people for inviting me to speak about the LIBER Statement-s (there are quite a few statements) and the current status of TDM in Europe
Don’t think it’s an easy theme for me – there are so many aspects, and in many aspects I’m not a specialist
So I will present it the way LIBER got into it - and continues to get involved, starting with an
Introduction to LIBER
LIBER Strategy 2013-2017
Enabling Open Science…
LIBER fostering Open Science
LIBER Statement on Open Science
LIBER factsheet on TDM
The Hague Declaration for Knowledge Discovery
Digital Single Market Strategy for Europe
What is LIBER?
LIBER is a Foundation, under Dutch law, we have an office in The Hague, with about 10 people working for us, and you can be a LIBER member
We gather together over 400 European Research Libraries. They are national libraries, university libraries or libraries of research institutions.
We have members accross 40 countries
We focus on a number of core missions, one of them being:
« To create an information infrastructure to enable research in LIBER institutions to be world class »
For that, LIBER defines a strategy. The current strategy was defined in 2013
And put into action by the LIBER Board since then
The current strategy is really focussing on Open Science and New Models for libraries, because
What is happening in Research Libraries – you may be aware of it - is not « daily routine ». It’s about a revolution.
We have to re-invent the library for the future!
And we are the ones who have to deal with it!
So the current LIBER Strategy focusses on:
Developing leadership in changing times
Supporting the case for research libraries
Enabling Open Science
And fostering new models for libraries.
And our theme of today is - not entirely covered but mainly part of – the part
« Enabling Open Science «
How can we enable Open Science?
Not an easy question. Actually, there are lots of boundaries to overcome.
Because Open Science means we should have in one way or the other:
Open access to Policies
Open Access to Publications & Data
To Methods
To Licences , API´s… and many more different kinds of informations and processes
- And WHY should we enable Open Science?
Because it will Increase the amount and the speed of scientific production
Because it will permit the development of data intensive science
And global collaboration
And even Increase in the number of actors in science (for example through citizen science)
In fact, this would generate great benefits for the European Economy. That’s why the European Commission showed concern and in Jean-Claude Junker’s “Political guidelines for the next European Commission” of July 2014, we find, as priority no 2: ”to create a connected digital single market in Europe”,
As a first step, European Commission then started in 2014 a consultation about Science 2.0
There was a huge response: more than 500 institutions and individuals responded, all over Europe
How does this connect to the LIBER strategy 2013-2017? We implemented the new LIBER strategy by creating 3 new Steering Committees on LIBER Board:
Scholarly Communication and Research Infrastructure (OA, RDM, metrics)
Reshaping the Library (about Leadership programme, digital collections…
And the Advocacy and Communication steering committee…
And it is the Steering Committee “Advocacy and Communication” who will primarily focus on TDM, Copyright, and OA policies.
LIBER does also directly partner with EU-projects. We are currently partnering with the following key projects :
FOSTER
Pasteur4OA
ReCODE
OpenAire 2020
EUDAT 2020
We are working with institutions in 23 countries across Europe
and 396 LIBER members participating in the projects
Let’s now have a look on the “LIBER statement on Open Science”.
First, why write down official statements?
One one hand, as we are part of some discussions organized by the European Commission, we needed anyway to write down official LIBER statements on the major subjects. This was the case first for the copyright discussion (in 2013), than on Open Science (2014), and finally this year on the Digital Single Market (2015)
On the other hand, we are aware of the great difficulty the research libraries may face the same difficulties when having to advocate these themes in their local environment
Open Science involves technological and managerial changes, questions regarding the legal framework on national and international level – it’s not easy
Many research libraries do not have the internal resources to face all these challenges, at least not to do it fast enough.
So we wrote down the statements in a short form, so you can easily re-use it, when you have to lobby this themes in your institutions.
Let’s have a look on the LIBER Statement on Open Science, which we wrote in 2014, during the EC consultation on Science 2.0. It was 5 sectors:
First, Policy and leadership: We think that the development and coordination of policies and roadmaps for open access is a first step to be made to enable Open Science
And that we all should use interoperable licenses with clear reuse statements, such as CC-BY or CC-0.
then: Advocacy and recognition: we think that we should advocate for Open Science to enable it.
We need also to identify drivers and barriers at disciplinary level.
Libraries are well positionned to do that.
We must raise awareness and promote Open Science.
Legal aspects: Open Science does not recognise borders, it is founded on the principles of collaboration and universal access
But there is a lack of harmonisation of European Copyright law: the European copyright regime is not fit for the digital age!
Roles, responsibilities, skills: the move toward Open Science is signified by a changing stakeholder ecosystem in which new roles are emerging.
Roles have to be redefined clearly – also the role of the library
Libraries, IT, AND the researcher – we are all stakeholders in the open research environment
And finally an Open Infrastructure, which is the basis for open collaboration and interoperability.
In the legal discussions, Text and Data Mining is one of the main issues. Discussions about reforming the copyright law and making mandatory the exception of the Infosoc directive are a difficulty.
But TDM broadens and deepens the question around copyright.
That’s why we first published a facts sheet about TDM, which you can find on LIBER Website.
The factsheet explains why TDM is important and will help you to advocate TDM in your institutions:
Why is TDM so important?
Because it brings significant benefits for Open Science
by fostering innovation, collaboration and boosting the impact of open science
by creating new jobs
TDM also supports the aims of the European Commission in developing the Digital Single Market
Big Data can change the world!
Liber is & has been advocating for a mandatory exception for Text And Data Mining, which can not be over-ridden by contracts
For those who have legal access to read
For non-commercial and commercial
But there is a lack of clarity around legality of TDM - especially in Europe – and this is harmful for the science in Europe
Licensing is an insufficient solution and it is not satisfying as
Intellectual property was not designed to regulate the free flow of facts, data and ideas
In the Digital Age the right to read = the right to mine
As you may imagine, discussions on political level are very intensive and difficult, as there are divergences between the views of the different actors, the actors being founding bodies, publishers, government bodies, right managersn, etc. etc. … and libraries!
We libraries especially face opposition from publishers
Again, clear positionning is therefore important. It is important on European Level – but it is also important at national and even local level. It is probably important for you too!
- That’s why we gathered stakeholders to draft the The Hague Declaration on knowledge discovery in the digital age, which I invite you to sign, if you didn’t do it for now.
What is it about? We endorse the following 5 principles:
That intellectual property was not designed to regulate the free flow of facts, data and ideas, but has as a key objective the promotion of research activity
- That people should have the freedom to analyse and pursue intellectual curiosity without fear of monitoring or repercussions
- That licenses and contract terms should NOT restrict individuals from using facts, data and ideas
- That ethics around the use of content mining techniques will need to continue to evolve in response to changing technology
- And, finally, that innovation and commercial research based on the use of facts, data, and ideas should NOT be restricted by intellectual property law
This leads us to the most recent development, the communication from the commission to the european parliament about ”A digital single market strategy for Europe”
And to the corresponding LIBER Statement on the digital single market strategy for Europe.
This broad strategy aims at enabling citizens to use their mobile phones across Europe without having to pay roaming charges,
that consumers can access services, music, movies etc. on their electronic devices wherever they are in Europe,
that companies can offer goods and services on a fair level playing field, where data protection for example ist the same everywhere.
It aims at taking legislative steps towards a connected digital single market: data protection rules, telecom rules, copyright rules, consumer rules for online and digital purchases, etc.
Of course, we are supportive of that, and therefore we drafted a LIBER statement asking for:
3-5 copyright exceptions in the Infosoc directive (Infosoc is the basic directive about copyright, dating back to 2001) should be made mandatory
For Research, science, education
And that we should Promote cross-border access (have regulation putting down boarders)
Prevent geo-blocking (so that you can access from all over Europe at the same conditions)
Impact assessment is currently done – their should be a vote in July on the Reda-Report, an evaluation of the current copyright directive
A proposal is expected for October 2015
Voilà, that’s what I can say for the moment about the status of TDM in Europe. Discussion are going on every day, yesterday evening I just saw in my mails that we must respond to a statement released by STM which raises objections to the focus on TDM in the Digital Single Market Strategy. Nothing’s easy in this discussion!