JISC ECOLLECTIONS: JOURNAL ARCHIVES AND HISTORICAL TEXTS

SUB-LICENCE AGREEMENT

JISC SERVICES LIMITED (OPERATING AS JISC COLLECTIONS) (Company Number 2881024), a company limited by guarantee incorporated in England and Wales and limited by guarantee whose registered offices is at One Castlepark, Tower Hill, Bristol BS2 0JA ("Jisc Collections")

OFFERS to you, the Sub-Licensee, the permission to access and use the Licensed Material on the terms and conditions as set out in this Sub-Licence. Upon completion of the Subscription Order and Acceptance Form (as hereafter defined) as part of the Jisc Collections Online Ordering Service your institution will become a non-exclusive Sub-Licensee of Jisc Collections.

Acceptance of this Sub-Licence will be by receipt of the Order Confirmation Email (Jisc Collections) (as hereafter defined) by Jisc Collections as part of the Jisc Collections Online Ordering Service. Acceptance shall be acceptance of all terms of this Sub-Licence and no variation or counter offer will be accepted by Jisc Collections. In the event that no or partial compliance is made as to the manner or form described for acceptance, no sub-licence will be granted and this offer is deemed withdrawn.

BACKGROUND

1. Jisc Collections has received funding to develop Journal Archives which brings together on one platform the material from the digital journal archive collections that Jisc Collections has licensed on behalf of the UK academic community; and Historical Texts which brings together on one platform the historic digital book collections that Jisc Collections has licensed on behalf of the UK academic community. Journal Archives and Historical Texts are part of the Jisc eCollections service. This Sub-Licence covers both Journal Archives and Historical Texts.

2. Journal Archives and Historical Texts and all intellectual property rights therein are owned by or duly licensed to Jisc Collections and its Publishers (as defined below).

3. Jisc Collections are permitted to sub-license the access and use of Journal Archives and Historical Texts to Sub-Licensees in accordance with the terms of this Sub-Licence.

JISC COLLECTIONS AND THE SUB-LICENSEE AGREE AS FOLLOWS:

1. DEFINITIONS

1.1 In this Sub-Licence, the following expressions shall have the following meanings:

"Authorised Users" / means an individual who is authorised by the Sub-Licensee to have access to its information services (whether on-site or off-site) via Secure Authentication and who is:
▪  a current student (including undergraduates and postgraduates);
▪  a member of staff (whether permanent or temporary including retired members of staff and any teacher who teaches Authorised Users registered in the United Kingdom);
▪  a contractor of the Sub-Licensee; or
▪  a Walk-In User.
Walk-In Users are persons who are allowed by the Sub-Licensee to access its information services from computer terminals or otherwise within the physical premises of the Sub-Licensee. For the avoidance of doubt, Walk-In Users may be given access to the Licensed Material by any wireless Secure Network. Walk-In Users are not allowed off-site access to the Licensed Material.
"Commercial Use" / means use of the Licensed Material for the purpose of monetary reward (whether by or for the Sub-Licensee or an Authorised User) by means of the sale, resale, loan, transfer, hire or other form of exploitation of the Licensed Material. For the avoidance of doubt, neither the recovery of direct cost by the Sub-Licensee from Authorised Users, nor use by the Sub-Licensee or Authorised Users of the Licensed Material in the course of research funded by a commercial organisation is deemed to constitute Commercial Use.
"Educational Purposes" / means use for the purpose of education, teaching, distance learning, private study and/or research.
"Enhance / Enhancements" / means the use of Supplemental Metadata to increase or improve upon in value and quality of the Publisher Metadata.
"Jisc Collections Online Ordering Service" / means the online subscription ordering service developed by Jisc Collections. The Jisc Collections Online Ordering Service can be found at www.jisc-collections.ac.uk.
"Licensed Material" / means the material licensed in this Sub-Licence known to the parties as ‘Journal Archives’ being a collection of digital journal archive collections; and ‘Historical Texts’ being a collection of digital historic book collections; and any associated Metadata and OCR Material licensed by Jisc Collections from Publishers on behalf of UK Higher and Further Education Institutions and Research Councils. A list of the digital journal archive collections and the historic digital book collections included in the Licensed Material is detailed in Schedule 1.
"Metadata" / means the textual information that describes the creation, content, or context of a part of the Licensed Material (e.g. date of creation, subject matter, location of digital file, ownership). Unless otherwise specified, Metadata includes both the Publisher Metadata and Supplemental Metadata.
"Modifications" / means alterations, additions to, deletion from, manipulations and/or modifications of parts of the Metadata in accordance with section 21 of the Copyright, Designs and Patents Act 1988.
"Modify" / means to alter, add to, delete from, manipulate and/or modify parts of the Metadata.
"OCR Material" / means material derived from optical character recognition; the manual, mechanical or electronic translation of scanned images of handwritten, typewritten or printed text into machine-encoded text.
"Order Confirmation Email (Institution)" / means the email to the Sub-Licensee, automatically generated by the Jisc Collections Online Ordering Service after the Sub-Licensee has completed the Subscription Order and Acceptance Form, confirming that the Sub-Licensee has placed the order, the start and end date of the subscription period and that Jisc Collections has agreed to the terms and conditions of the Sub-Licence.
"Order Confirmation Email (Jisc Collections)" / means the email to Jisc Collections, automatically generated by the Jisc Collections Online Ordering Service after the Sub-Licensee has completed the Subscription Order and Acceptance Form, confirming that the Sub-Licensee has placed the order, the start and end date of the subscription period and that the Sub-Licensee has agreed to the terms and conditions of the Sub-Licence.
"Publisher" / means the publishers and suppliers of the digital journal archive collections and the historic digital book collections as listed in Schedule 1.
"Publisher Metadata" / means the metadata supplied by the Publisher as part of the Licensed Material.
"Secure Authentication" / means access to the Licensed Material by UK Access Management Federation compliant technology, Internet Protocol (“IP”) ranges or by another means of authentication agreed between the Publisher and Jisc Collections.
"Secure Network" / means a network which is only accessible by Secure Authentication.
"Service Charges" / means the charges as set out in Clause 8.
"Sub-Licensee" / means the sub-licensee whose details are set out in the Subscription Order and Acceptance Form, which can be found at www.jisc-collections.ac.uk. A sample copy of the form is attached hereto and made a part hereof.
"Subscription Order and Acceptance Form" / means the form used by Jisc Collections as part of the Jisc Collections Online Ordering Service. A sample copy of the form is attached hereto in Annex 1. Once the completed form has been received by the Jisc Collections Online Ordering Service, the system automatically generates an Order Confirmation Email (Institution) to the Sub-Licensee and an Order Confirmation Email (Jisc Collections) to Jisc Collections repeating the information on the form regarding the name of the Sub-Licensee, the resource, the start and end date of the subscription period and confirming the date on which the Sub-Licensee accepted the terms and conditions of the Sub-Licence.
"Supplemental Metadata" / means the metadata created by Authorised Users, the Sub-Licensee, Jisc Collections and Mimas for works contained in the Licensed Material.
"Transaction Management Charge" / means the charge payable to Jisc Collections to cover the cost of the bank charges for organising the payments as further set out in Schedule 1.

1.2 Headings contained in this Sub-Licence are for reference purposes only and shall not be deemed to be an indication of the meaning of the clause to which they relate.

1.3 Where the context so implies, words importing the singular number shall include the plural and vice versa and words importing the masculine shall include the feminine and vice versa.

2. GRANT OF SUB-LICENCE

2.1 The Sub-Licensee agrees to pay the Service Charges as set out in Schedule 2, in consideration of which Jisc Collections agrees to grant to the Sub-Licensee a non-exclusive sub-licence to access and use the Licensed Material and Metadata, and to allow Authorised Users to access and use the Licensed Material and Metadata throughout the term of this Sub-Licence by Secure Authentication for Educational Purposes only.

3. PERMITTED USES

3.1 This Sub-Licence permits the Sub-Licensee for Educational Purposes only to:

3.1.1 supply to another library in the United Kingdom (whether by post, fax or secure electronic transmission provided the electronic file is deleted immediately after printing) a single paper copy of an electronic original of an individual document for any Educational Purposes other than collection building purposes;

3.1.2 provide single printed or electronic copies of single articles at the request of individual Authorised Users;

3.1.3 display, download and print parts of the Licensed Material for the direct purpose of promoting or testing the Licensed Material or for training Authorised Users;

3.1.4 make and distribute copies of training material as may be required for the purpose of using the Licensed Material in accordance with this Sub-Licence;

3.1.5. mount and use Metadata and OCR Material in bespoke and commercially available library systems to manage library operations except as otherwise limited by Publisher;

3.1.6 allow Authorised Users for Educational Purposes only to:

3.1.6.1 access the Licensed Material and Metadata by Secure Authentication in order to search, retrieve, view and display the Licensed Material;

3.1.6.2 create Supplemental Metadata and Modify Supplemental Metadata;

3.1.6.3 Enhance the Publisher Metadata supplied as part of the Licensed Material;

3.1.6.4 deposit and publish Supplemental Metadata and Enhancements to Publisher Metadata in Historical Texts and Journal Archives;

3.1.6.5 electronically save parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata;

3.1.6.6 print out copies of parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata;

3.1.6.7 incorporate parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata in printed and electronic course packs to be used in the course of instruction and/or in virtual learning environments hosted on a Secure Network. Authorised Users must specify the title and copyright owner of the Licensed Material used in the course packs. Course packs in other formats, such as Braille, may also be offered to Authorised Users;

3.1.6.8 incorporate parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata in printed or electronic form in assignments and portfolios, theses and in dissertations (“the Academic Works”), and to make reproductions of the Academic Works for personal use and library deposit. Reproductions of the Academic Works can be provided to sponsors of those Academic Works. Authorised Users must specify the title, author, Publisher and if different than the author or Publisher, the copyright owner of the Licensed Material used in the Academic Works;

3.1.6.9 publicly display or publicly perform parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata as part of a presentation at a seminar, conference, or workshop, or other similar event;

3.1.6.10 download and make copies of the whole or any parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata for the purposes of computational analysis, including for text mining and/or data mining, for the purpose of research for a non-commercial purpose and other Educational Purposes solely to the extent prescribed under the Acts (as defined in Clause 3.2). Copies made under this Clause 3.1.6.10 shall be deleted promptly after the computational analysis has taken place; and

3.1.6.11 use parts of the Licensed Material, Metadata, Modifications to the Supplemental Metadata and Enhancements to the Publisher Metadata for any other uses provided such uses are approved in writing by the Publisher/ Jisc Collections

3.2 This Sub-Licence shall be deemed to complement and extend the rights of the Institution and Authorised Users under the Copyright, Designs and Patents Act 1988 and the Copyright (Visually Impaired Persons) Act 2002 as the same may be amended, supplemented or replaced from time to time, and any other laws related to permitted use of copyright works or databases (the “Acts”) and nothing in this Sub-Licence shall constitute a waiver of any statutory rights held by the Institution and Authorised Users from time to time under these Acts or any amending legislation.

4. RESTRICTIONS

4.1 Except where this Sub-Licence states otherwise, the Sub-Licensee and Authorised Users may not:

4.1.1 sell or resell the Licensed Material, Publisher Metadata unless the Publisher has given the Sub-Licensee or an Authorised User permission in writing to do so;

4.1.2 remove, obscure or alter copyright notices, acknowledgments or other means of identification or disclaimers;

4.1.3 alter or adapt the Licensed Material (save for Metadata as allowed for under Clause 3), except to the extent necessary to make it perceptible on a computer screen, or as otherwise allowed under this Sub-Licence. For the avoidance of doubt, no Modification of the Publisher Metadata, alteration of the words or their order is allowed;

4.1.4 display or distribute any part of the Licensed Material, and Publisher Metadata on any electronic network, including the internet other than by a Secure Network. For the avoidance of doubt textmining and datamining output as referred to in Clause 3.1.6.10 can be displayed and distributed on any electronic network, including the internet, provided that such output does not contain copies of copyright works owned or licensed to the Publisher;

4.1.5 use all or any part of the Licensed Material, and/or Metadata (save for Supplemental Metadata) for any Commercial Use or for any purpose other than Educational Purposes; and

4.1.6 provide access and/or allow use of the Licensed Material, and/or Metadata by anyone other than Authorised Users and Authorised Demonstrators.

4.2 This Clause will continue to apply after termination of this Sub-Licence for any reason.

5. RESPONSIBILITIES OF THE SUB-LICENSEE