SDI Terms of UseSDI ToU

OGC Meeting Bonn2005-11-07

GDI Task Force:

Kleemann, Knabenschuh, Sander, Siebold, Panzer, Wagner

Overview• Need for SDI Terms of Use

– The “Extraction by Suction” - Scenario– GDI Joint Project 2004 - Developments and Experiences

• Risk: New Barrier• Approach – Conquer the Barrier

– Hope– Organizational Structure– Model

• Outlook• Conclusion

Need for SDI Terms of Use

The “Extraction by Suction” - Scenario

This scenario was presented by a regional content provider

- Data was published by open services- Commercial usage of the data was not allowed- Nevertheless:

- When services were down a telephone call reached the provider

- A commercial data provider asked for what reasons the services are down

- Because they have to update their databases. - The implemented loop that gathers the information tile by tile

has stopped

The “Extraction by Suction” – Scenario

- The regional content provider was flabbergasted and asked for the contract that allows the commercial use of the information.

- What kind of contract?

- They met in court again.

Need for SDI Terms of Use

Joint Project 2004 – technical driven approach• Build an operational standardized core of the SDI• 40 Projects were realized to implement:

More than 120 services and about 20 applications

Need for SDI Terms of UseThe SDI Joint Project 2004 - Developments and

Experiences

Experiences:• During the technical realization we have recognized the demand for the realization of

economic tasks within the SDI.• Arising question:

What are services of an SDI good for, if nobody knows if one is allowed to use them in a commercial manner?

• Answers:Creation of the SiG geo-eBusiness (open)

Design of a new Joint Project 2005 whereas the declaration of Terms of Use is demanded for all services

Need for SDI Terms of UseThe SDI Joint Project 2004 Developments and

Experiences

Risk: New Barrier

• We recognize that we need Terms of Use to enable the economic use of the SDI.

• We also recognize that each content provider has his own comprehension of contracting, licensing, terms of use, costs etc.

• The risk of about 40 Terms of Use arose

• Therefore a reasonable organizational structure has to be found to conquer the possible barrier

Approach: Conquer the Barrier

• Harmonization of Terms of Use within the SDI

Hope:• Harmonization and an enhanced market transparency by usage of a

neutral third party template

• How can hope be changed in reality?

Install an organizational structure with active and qualified persons!

Organizational structure• Different Layers are implemented:

GDI NRW – Base of more than 100 MembersRealize requirements for SDIs

Joint Project 2005 – Build up the SDIEnlarge operational SDI Core and create economic rules

Working Group – Terms of UseApply and discuss Terms of Use template

Task Force – Terms of UseCreate Terms of Use template

operational

strategic

inductive

deductive

Approach: Model• ToU consists of separate statements referring to

elementary combinations of– an operation (What kind of usage is undertaken?)– an intention (What is the purpose of the usage?)

• Building up a matrix of generic operations / intentions– Ambition: chosen categories should be applicable for

data, services and applications!

Model: matrix

op

erat

ion

sintentions

• view (simple)• view (enhanced) • plot• analyse• integrate• link (traceable)• link (not traceable)• publish• relay• modify

Model: matrix

op

erat

ion

sintentions

• Type A - private individualno commercial interest • purpose: personal information and use in personal environment

• Type B - companydirect or indirect commercial interest • purpose: making profit

• Type C - public authorityno commercial interest • purpose: administration based on legal regulations

• Type D - public utility institutionno commercial interest • purpose: depends on kind of institution

• Type E - educational institutions no commercial interest • purpose: teaching and related research

Model: matrix

op

erat

ion

sintentions

Cells contain descrete values:

OK usage is permitted without restrictions

! usage is permitted with restrictions

X usage is prohibited

?usage requires compliance with process regulations

usage is not defined

Matrix: adding more details to cells

process regulations

prohibitedrestrictedfree not defined

1st level of detail

conclusion of contract

registration permisson

type2nd level of detail

Matrix: adding more details to cells

process regulations

prohibitedrestrictedfree not defined

1st level of detail

restriction C

restriction A

restriction B

type

2nd level of detail ! 2do: categorization

more on operations

• operations– exakt meaning depends on type of

SDI resource (data, services, applications)– documentation of template must comprise

adequate definitions in process

more on intentions• Intentions

– different types are highly correlated with specific segments of SDI users, but not synonymous!

– e.g. public authorities or educational institutions can act as a company as well

• knowledge of user segment is not sufficient for the awareness of the intention

– therefore neutral terms were chosen for the categorization of intentions

optional: request for additional

exemplars (JP)

Harmonization of ToU:using the template

assign exemplars to SDI resources (Joint Project 05)

create template(Task Force)

feedback (Working Group)

hardening the template (TF)

definition of ToU exemplars

(TF)

work out doumentation /

instruction sheet (TF)

current step

forward template and exemplars to members of Joint Project 2005 (TF)

dec. 2005

! one for each reappearing set of legal / economical determining factors

establish GDI NRW standard for ToU

2006

Outlook

• Realize a usable, reasonable and simultaneously harmonized SDI Terms of Use template / exemplars.

• Convert it in proof defined General Terms and Conditions for SDIs.

• Create a broad and stable base of awareness for the Terms of Use template.

• Integrate the Terms of Use template technically into the SDI.

• Activate business processes on the SDI.

Conclusion

• Beside the technical requirements of standardization exists the need for the standardization of economical rules for SDIs.

• Economical rules are the definite and legal formalized descriptions of the usage of services, data and applications of SDIs.

• Harmonization process has started in NRW. First results are encouraging but there is still a long way to go.

Contact

Niklas Panzer

niklas.panzer@cegi.de

Stefan Sander

stefan.sander@stadt.wuppertal.de