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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
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
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”
LIBER Strategy 2013-2017: “LIBER is Re-inventing the
Library for the Future”
LIBER Strategy 2013-2017: “LIBER is Re-inventing the
Library for the Future”
Enabling open science…
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
LIBER Fostering Open Science:
LIBER Strategy 2013-2017
LIBER Fostering Open Science:
LIBER Strategy 2013-2017
EU-projects
LIBER Statement on Open Science
LIBER Statement on Open Science
LIBER Statement on Open Science
LIBER Statement on Open Science
LIBER Statement on Open Science
LIBER Statement on Open Science
• 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!
• 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
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
Thank You!
email: jeannette.frey@bcu.unil.ch
@libereurope
www.libereurope.eu
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/
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/

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The current status of TDM in Europe

  • 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”
  • 4. LIBER Strategy 2013-2017: “LIBER is Re-inventing the Library for the Future”
  • 5. LIBER Strategy 2013-2017: “LIBER is Re-inventing the Library for the Future”
  • 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
  • 8. LIBER Fostering Open Science: LIBER Strategy 2013-2017
  • 9. LIBER Fostering Open Science: LIBER Strategy 2013-2017
  • 11. LIBER Statement on Open Science
  • 12. LIBER Statement on Open Science
  • 13. LIBER Statement on Open Science
  • 14. LIBER Statement on Open Science
  • 15. LIBER Statement on Open Science
  • 16. LIBER Statement on Open 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

  1. 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
  2. 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
  3. 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 »
  4. 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.
  5. And our theme of today is - not entirely covered but mainly part of – the part « Enabling Open Science « 
  6. 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
  7. - 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
  8. 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…
  9. And it is the Steering Committee “Advocacy and Communication” who will primarily focus on TDM, Copyright, and OA policies.
  10. 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
  11. 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:
  12. 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.
  13. 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.
  14. 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!
  15. 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
  16. And finally an Open Infrastructure, which is the basis for open collaboration and interoperability.
  17. 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
  18. 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
  19. 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:
  20. 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
  21. - That people should have the freedom to analyse and pursue intellectual curiosity without fear of monitoring or repercussions
  22. - That licenses and contract terms should NOT restrict individuals from using facts, data and ideas
  23. - That ethics around the use of content mining techniques will need to continue to evolve in response to changing technology
  24. - And, finally, that innovation and commercial research based on the use of facts, data, and ideas should NOT be restricted by intellectual property law
  25. 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
  26. 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!