The ARL’s Ad Hoc Task Force has submitted their final report (pdf) on the OCLC license policy change, and there is a great deal of constructive advice for OCLC to use. The report’s Summary of Recommendations:
- OCLC needs to develop a new policy regarding the transfer and use of WorldCat records that results from a wide community review of issues; from member library engagement that builds understanding and consensus; and from a careful, widely discussed exploration of how the policy will achieve articulated goals, including whether or how restraints in record sharing may be needed. The currently proposed policy does not meet these criteria.
- The policy needs to be written in a manner that can be understood and accepted by the community (e.g., as were the prior guidelines). This includes using a positive tone, a full description of Reasonable Use, and a consistent integration with FAQs that will need to be linked to, and thus incorporated in, the policy.
- The policy statement should include explicit and specific explanation of its intent and how it carries out that intent.
- Before a policy is implemented, member libraries need an opportunity to analyze how it impacts their operating environments, existing third-party or other agreements, and legal or regulatory environments and resolve implementation questions raised by that review. Specific issues that need more analysis and development in the current proposed policy include: its application to “data extracted from a WorldCat record,” a possible broader definition of Original Cataloging, inconsistencies between the policy and the FAQs (e.g., in allowable uses of Z39.50), the definition of “commercial” use, and the concept of binding downstream users to a separate license. The process for developing the policy with community engagement may uncover additional issues that require more analysis in order to make the policy operational.
- The policy addressing the use and transfer of WorldCat Records should not apply to records from other OCLC services that make use of WorldCat data, such as Identities. Separate policies should be developed for these services.
- Recognizing that the policy will be a living document applied in a changing environment, there needs to be a member-community process for ongoing periodic review of applications and interpretations of the policy, e.g., through the work of a continuing review board. Agreements (and denials of agreements) for uses of records, such as those made (or denied) for commercial use, are also integral to the interpretation of how WorldCat records should be used and transferred. Information on these agreements and decisions should be incorporated into the review process.
In essence: a community-based organization should use community-derived methods for implementing change.
found via ResourceShelf
