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Dr. Roland M. Wagner Institut für Geoinformatik der Universität Münster
Geo Rights ManagementINSPIRE horizontal services
Dr. Roland M. [email protected]
Eurogeographics INSPIRE Network Service Workshop, Paris, February 5-6th, 2008
This presentation is based on the INSPIRE Architecture and OGC OWS3/4 results
Contributed and presented by Graham Vowles
Overview
1. INSPIRE Law requirements
2. GeoRM roles & responsibilities1. Definition of roles
2. Expanded “Agree” Phase: Establish & Manage
3. GeoRM components1. Establish: GeoRM Broker
2. Manage: GeoRM Manager
3. Bind/delivery: GeoRM Gatekeeper
4. INSPIRE Architecture with GeoRM1. GeoRM Layers for identity, licensing, pricing and emergency
2. Phases: publish-find-agree-bind/deliver
INSPIRE Directive Requirements
Information in the European Community (INSPIRE)
THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE
EUROPEAN UNION,
• ..
• (3) The problems regarding the availability, quality, organisation, accessibility and sharing of spatial information are common to a large number of policy and information themes and are experienced across the various levels of public authority. Solving these problems requires measures that address exchange, sharing[r1] , access and use of interoperable spatial data and spatial data services across the various levels of public authority and across different sectors. An infrastructure for spatial information in the Community should therefore be established.
„ [r1]Sharing“ means Rights Management in the INSPIRE Context
INSPIRE Directive Requirements
• (6) The infrastructures for spatial information in the Member States should be designed to ensure that spatial data are stored, made available and maintained at the most appropriate level; that it is possible to combine spatial data from different sources across the Community in a consistent way and share [r1] them between several users and applications; that it is possible for spatial data collected at one level of public authority to be shared between other public authorities; that spatial data are made available under conditions [r2] which do not unduly restrict their extensive use; that it is easy to discover available spatial data, to evaluate their suitability for the purpose and to know the conditions applicable to their use.
[r1]In a rights managed way (= legal way) [r2]License Conditions
INSPIRE Directive Requirements
• (9) This directive should not affect the existence or ownership of public authorities' intellectual property rights[r1] .
• [r1]Means: IPR need to be managed in an individual way between owner and user. This directive does not overwrite fundamental IPR mechanisms.
INSPIRE Directive Requirements
• (12) This Directive should apply to spatial data held by or on behalf of public authorities and to the use of spatial data by public authorities in the performance of their public tasks. Subject to certain conditions, however, it should also apply to spatial data held by natural or legal persons other than public authorities, provided that those natural or legal persons request this.[r1]
• [r1]Private Sector can be integrated; IPR management with
•contracts do also include private sector (in opposite to pure law)
INSPIRE Directive Requirements
• (17) Network services are necessary for sharing spatial data between the various levels of public authority in the Community. Those network services should make it possible to discover, transform, view and download spatial data and to invoke spatial data and e-commerce [r1] services.
• [r1]Clear requirement
INSPIRE Directive Requirements
• (22) Public authorities need to have smooth access to relevant spatial data sets and services during the execution of their public tasks. Such access can be hindered if it depends on individual ad hoc negotiations between public authorities every time access is required. Member States should take the necessary measures to prevent such practical obstacles to the sharing of data, using for example prior agreements [r1] between public authorities.
• [r1]Key template concept, as used also for creative commons
INSPIRE Directive Requirements
• (25) …. the Community institutions and bodies frequently need to integrate and assess spatial information from all the Member States, they should be able to gain access to and use spatial data and spatial data services in accordance with harmonised conditions[r1] .
• [r1]means harmonized License agreements / templates (see above)
INSPIRE Directive Requirements
• CHAPTER I
• GENERAL PROVISIONS
• Article 1
• …
• 2. This Directive does not affect the existence or ownership of public authorities' intellectual property rights.
INSPIRE Directive Requirements
Article 3
For the purposes of this Directive, the following definitions shall apply:
1. ‘infrastructure for spatial information’ means metadata, spatial data sets and spatial data services; network services and technologies; agreements on sharing, access and use; [r1] and coordination and monitoring mechanisms, processes and procedures, established, operated or made available in accordance with this Directive;
•[r1]Clear understanding that agreements of sharing are part of SDI
INSPIRE Directive Requirements
Article 4
…
…
5. In the case of spatial data sets which comply with the condition set out in paragraph 1(c), but in respect of which a third party holds intellectual property rights, the public authority may take action under this Directive only with the consent [r1] of that third party.
• [r1]Clear requirement for IPR management, e.g. via explicit or implicit contracting
INSPIRE Directive Requirements
CHAPTER II
METADATA
Article 5
…
(b) conditions applying to access to, and use of, spatial data sets and services and, where applicable, corresponding fees;[r1]
• [r1]Clear need of description (metadata) of conditions, automated processing (e-commerce, e-licensing) should follow as a next step (publish-find-agree-bind)
INSPIRE Directive Requirements
CHAPTER IV
NETWORK SERVICES
Article 11
…
…
(f) conditions applying to the access to and use of spatial data sets and services;
e.g. via Terms-of-Use Click-Through Service
INSPIRE Directive Requirements
Article 13
…
By way of derogation from Article 11(1), Member States may limit public access to spatial data sets and services through the services referred to in points (b) to (e) of Article 11(1), or to the e-commerce services referred to in Article 14(3), where such access would adversely affect any of the following:
(e) intellectual property rights;
INSPIRE Directive Requirements
Article 14
…
2. By way of derogation from paragraph 1, Member States may allow a public authority supplying a service referred to in point (b) of Article 11(1) to apply charges where such charges secure the maintenance of spatial data sets and corresponding data services, especially in cases involving very large volumes of frequently updated data.
INSPIRE Directive Requirements
§14
• 3. Data made available through the view services referred to in point (b) of Article 11(1) may be in a form preventing their reuse for commercial purposes.[r1]
[r1] water marking rights Management, security, DRM?
INSPIRE Directive Requirements
• 4. Where public authorities levy charges for the services referred to in points (b), (c) or (e) of Article 11(1), Member States shall ensure that e-commerce services are available. Such services may be covered by disclaimers, click-licences or, where necessary, licences.[r1]
• [r1]Clear requirements
INSPIRE Directive Requirements
Article 16
Rules for implementation designed to amend non-essential elements of this Chapter by supplementing it, shall be adopted in accordance with the regulatory procedure with scrutiny referred to in Article 22(3), and shall in particular lay down the following:
(a) technical specifications for the services referred to in Articles 11 and 12 and minimum performance criteria for those services, taking account of existing reporting requirements and recommendations adopted within the framework of Community environmental legislation, existing e-commerce [r1] services and technological progress;
• [r1]Integration concepts are needed
INSPIRE Directive Requirements
CHAPTER V
DATA-SHARING
Article 17
…
…
3. Member States may allow public authorities that supply spatial data sets and services to license them to, and/or require payment from, the public authorities or institutions and bodies of the Community that use these spatial data sets and services. Any such charges and licenses must be fully compatible with the general aim of facilitating the sharing of spatial data sets and services between public authorities. …
INSPIRE Directive Requirements
§17...
8. Member States shall provide the institutions and bodies of the Community with access to spatial data sets and services in accordance with harmonised conditions[r1] . Implementing rules governing those conditions,…
• [r1] Contract templates, stored in Implementing rules
GeoRM Vision – Automated Rights Management
Application rm
rm
Service rm
rm
Data rm
rm
Interoperable Geo Rights Management Framework
rm = rights managed
Access Terms – in the digital world
Resource
PrivateAccess Terms
PublicAccess Terms
CommercialAccess Terms
EmergencyAccess Terms
Roles and Responsibilities: GeoRM Roles
End-UserServiceProvider
Content
Request
LicensingAgent
Owner Licencee
PaymentProvider
Delegateslicensing
policy
Assignslicence
Licencefee
Payments
Contract
AssignSub-licence
Establishcredentials
Validlicence
Delegateshosting
Delegateswork
Sub-Licencee
LicenceManager
• The establishment and maintenance of an upstream contract chain to manage IPR requires different responsibilities.
• In many cases independent organizations may be assigned to execute them.
• The relationships between roles are expressed via business processes
• Business processes may be automated by network services
• OGC GeoRM roles• Additional roles were identified and others renamed
Source: OGC GeoDRM Reference Model
Delivery
Manager
Broker
IPR Owner
Customer
Provider
Advertiser
SDICommittee
SDIAgency
End-User
Value-AddRetailer
An owner owns intellectual property (IPR),
e.g. for spatial data
Definition: IPR Owner
IPR Owner
A consumer is a legalentity and consumes theproduct (e.g. companyor private consumer)
Definition: Consumer
Consumer
An End-User interacts with a product on behalf of an legal entity, e.g. employee
Definition: End User
End-User
The SDI committee is responsible for domain wide aspects, administration of a SDI domain
Analogy to Internet domain committee, e.g. “ICANN” for “.”(root) or “denic” for “.de.”
Definition: SDI Committee
SDI Committee
A SDI provider offers the product “spatial data supply”. Therefore he
is the legally responsibly party in the relationship to a consumer.
He contracts additional external or internal roles via
a “SDI business network”.
He also contracts IPR Owner, who are interest to distribute their assets.
Definition: SDI Provider
SDI Provider
An advertiserpublishes
availableSDI products
and operates a catalog.
Definition: Advertiser
Advertiser
A broker establishes new contracts with accounts
on behalf of an agent or on his own responsibility as
a reseller
Definition: General Broker
Broker
A broker establishes new contracts with accounts
on behalf of an agent or on his own responsibility as
a reseller
SpecializedBroker for
licensingonly
SpecializedBroker for
identityonly
SpecializedBroker for
pricingonly
Definition: General and specialized Broker
Broker
PricingBroker
LicensingBroker
IdentityBroker
A manager maintains accounts on behalf of
the provider and consumer;Answers account questionto deliveryman and broker
Definition: General Manager
Manager
A manager maintains accounts on behalf of
the provider and consumer;Answers account questionto deliveryman and broker
SpecializedManager for
licensingonly
SpecializedManager for
identityonly
SpecializedManager for
pricingonly
e.g. prepaid
Definition: General and specialized Manager
Manager
PricingManager
IdentityManager
LicensingManager
Delivers a product on behalfof a provider and/or on request of an end-user; may ask manager for positive accounts
Definition: Delivery
Delivery
Legal Relationships
SDI Committee
SDI Business Network
SDI Provider
Advertiser Manager Delivery
Consumer End-UserIPR Owner
Broker
Register
contracts contracts
Roaming Agreements between independent provider offers larger coverage for SDI supply.
Common product definitions are requiredand may have to be registered at a responsible SDI committee
Definition: Roaming Agreements
SDI Provider A
SDI Provider B
Roaming Agreements
Definition of responsibilities and derived roles
SDI Committee SDI Business Network
SDI Provider
Advertiser Manager Delivery
Consumer End-User*IPR Owner*
Broker
*) S
ee
als
o O
GC
Ge
oD
RM
Ref
ere
nce
Mod
el
Business Relations
Customer
Provider
ManagerBrokerAdvertiser Delivery
Contract Parties
SDI Business Network (sub-contracts)
IPR Owner
SDI Business Network (sub-contracts)
End-User
Business Process: publish-find-agree-bind
Process PhasesFind Agree BindPublish
FindPhase
Establi.Phase
Manag.Phase Bind/
DeliveryPhase
PublishPhase
Customer
Provider
ManagerBrokerAdvertiser Delivery
End-User
Contract Parties
IPR Owner
Derived GeoRM componentsT
iers
Da
taS
erv
ice
App
l.
Process PhasesFind Agree BindPublish
FindPhase
Establi.Phase
Manag.Phase Bind/
DeliveryPhase
PublishPhase
BrokerData
GeoRM Layers
Identity
License
Price & Order
Registry Service Discovery Service ViewService
InvokeSDService
DownloadService
Transf. Service
Emergency
GeoRMBrokerService
ManagerData
GeoRMManagerService
GeoRMGatekeeper
Service
GatekeeperData
Derived GeoRM componentsT
iers
Da
taS
erv
ice
App
l.
Process PhasesFind Agree BindPublish
FindPhase
Establi.Phase
Manag.Phase Bind/
DeliveryPhase
PublishPhase
BrokerData
GeoRM Layers
Identity
License
Price & Order
Registry Service Discovery Service ViewService
InvokeSDService
DownloadService
Transf. Service
Emergency
GeoRMBrokerService
ManagerData
GeoRMManagerService
GeoRMGatekeeper
Service
GatekeeperData
GeoRMData
GeoRM Layers
Identity
License
Price & Order
Registry Service Discovery Service
Application and Geoportals
Service Bus
ViewService
InvokeSDService
DownloadService
Transf. Service
Emergency
GeoRMServices
Process PhasesFind Agree BindPublish
Broker, Manager, Gatekeeper => GeoRM Services
GeoRMData
GeoRM Layers
Identity
License
Price & Order
Registry Service Discovery Service
Application and Geoportals
Service Bus
ViewService
InvokeSDService
DownloadService
Transf. Service
Emergency
GeoRMServices
Process PhasesFind Agree BindPublish
Broker, Manager, Gatekeeper => GeoRM Services
DT MD DT DS
Spatial Data Set
TWG
Applications and Geoportals
Register DataService Metadata
Data Set Metadata
GeoRMData
GeoRM Layers
Registry Service Discovery Service ViewService
InvokeSDService
DownloadService
DT
NS
INSPIRE Architecture with GeoRMT
iers
Da
taS
erv
ice
App
l.
Process PhasesFind Agree Bind
Service Bus
Transf. Service
TWG TWG
Thematic DS
Framework for harmonized DS
Publish
GeoRMServices
DT MD DT DS
Spatial Data Set
TWG
Applications and Geoportals
Register DataService Metadata
Data Set Metadata
GeoRMData
GeoRM Layers
Registry Service Discovery Service ViewService
InvokeSDService
DownloadService
DT
NS
INSPIRE Architecture with GeoRMT
iers
Da
taS
erv
ice
App
l.
Process PhasesFind Agree Bind
Service Bus
Transf. Service
TWG TWG
Thematic DS
Framework for harmonized DS
Publish
GeoRMServices
DT MD DT DS
RegistersService Metadata
Data Set Metadata
Registry Service Discovery Service
DT
NS
GeoRM layers
Application and Geoportals
Service Bus
InvokeSDService
Transf. Service
Spatial Data Set
TWG TWG TWG
Thematic DS
Framework for harmonized DS
ViewService
DownloadService
INSPIRE Architecture without GeoRMT
iers
Da
taS
erv
ice
App
l.
Process PhasesFind BindPublish
Conclusion
• INSPIRE Directive requires geo rights management (GeoRM)
• Different roles are responsible for different sub phases to establish or to maintain a contract (account) and to deliver (bind) the contracted product
• GeoRM offers identity, license, price & order and emergency functions
• GeoRM offers for the sub phases components:• GeoRM Broker for (Identity | License | Price | Emergency) account establishment
• GeoRM Manager for (Identity | License | Price | Emergency) account maintenance
• GeoRM Gatekeeper for (Identity | License | Price | Emergency) delivery
• Publish-find-bind is enhanced to publish-find-agree-bind for integration purposes