This document summarizes the key points from a presentation by Olav Stokkmo, CEO of IFRRO, on implementing the Out-of-Commerce works Memorandum of Understanding. It discusses five principles for including out-of-commerce works in digitization projects: 1) agreeing on what works to include, 2) using voluntary collective licensing through Reproduction Rights Organizations, 3) including works by non-mandating authors and publishers, 4) observing the licensing conditions, and 5) enabling cross-border availability. However, the main obstacle to implementing more projects is a lack of funding.

1. Making available
cultural heritage
Implementing Out-of-Commerce
works MoU – State of Play
Olav Stokkmo, CEO of IFRRO
14 June 2013
Luxembourg

2. Provider of reliable
information on
copyright-led solutions
in the text and image
IFRRO
International Federation of
Reproduction Rights
Organisations

3. 141 members in 78
countries
IFRRO Mission
• Increase
lawful use
of copyright
works
• Eliminate
unauthorized
copying
Cooperates
with
• WIPO
• UNESCO
• EU
• OAPI,
ARIPO,
LAS APEC,

4. Stakeholder developed
Tools
Making Cultural
Heritage in
copyright
available
legally

5. • Identification of rights
and rightholders
– Diligent search for
Rightholders - Guidelines
– Works and Rightholder
registries - Criteria
– ARROW to increase time and
cost efficiency
• Licensing
– Rights Clearance Centres -
Criteria
– Model Licenses
Stakeholder
developed tools

6. Identification and
Addressing
Rights
Rightholders
Right status
Right clearance
Out-of-Commerce & In
Commerce Works
Orphan Works
OOC MoU: Agreed
framework

7. Principles in
Stakeholder MoU
1.Selection: Agree on what to
make available/digitise
2.Voluntary Collective
Licensing; Remuneration
3.Possible inclusion of works
of authors and publishers not
in the RRO catalogue; Right
of withdrawal
4.Libraries observe agreed
conditions

8. OMIT
Out-of-commerce Mou
Implementation Task force
• Purp
ose
• Invo
lved
• Task
s
 Facilitate
implementation of
MoU
 MoU Signatories –
and beyond
 No limit to
number of
participants
 Criteria for non-
signatories to
join

9. 1. Selection from the
Library collection
Making Cultural
Heritage available
- Inclusion of Out-
of Commerce Works

10. Step One: Agree
what to include
Works/Mat
erials
• Public
domain
• In
copyright
– In
commerce
– OOC
(Majorit
y)
– Orphan
(some)Roman Alapage
Examples
- OOC
• France <
2001
• Norway <
2000

11. 2. Voluntary collective
licensing
(the work of RROs)
Making Cultural
Heritage available
- Inclusion of Out-
of Commerce Works

12. Collective
Licensing
RROs (CMOs) will
– Be a representative RRO for
rightholders concerned
– Collect mandates from authors
and publishers
 Reproduction
 Making available
– Ensure opt out options for
authors and publishers
– Sign and Monitor the licence

13. 13
ABDR | Access Copyright | AGECOP | AIDRO| AMCOS | AUTOR | B-COPY| BBDA | BECLA Bonus Presskopia CADRA |
CCC| CDR | CEDRO| CeMPro| CFC| CLA| CLASS| CLNZ| CMA| COPIBEC| Copydan Writing| CopyGhana | Copyright
Agency | CopyRo – Romania | CopyRus| COSOMA| CWWCS| DALRO| DHK/CWA| DILIA ECCLA| EDISAM| FILCOLS|
Fjölís| FJÖLRIT| GCA| HARR| HKRRRLS| ICLA| IPRO| IRRO| JAC| JAMCOPY| JRRC| Kopiken| Kopinor| KOPIOSTO|
KOPIPOL| KOPITAN| KORRA| LATGA-A| LIBRIUS| LITA| Literar-Mechana | Luxorr| MASA| NLA| NLI| NSRR| OSDEL|
POLSKA KSIAZKA| ProLitteris| REPROBEL| REPRONIG| SADEL| Sámikopiija | TTRRO| VG Bild-Kunst | VG
MUSIKEDITION | VG WORT | VIETRRO| YAYBİR| YRCI| ZANA| ZARRSO| ZIMCOPY
countries
Around the world – on
all continents

14. The educational
publishing
ecosystem
Primary market
Secondary
market
Exceptions
14
in creativity,
knowledge and
culture
exceptions are important; unremunerated exceptions should be limited to instances
where primary and secondary markets cannot fulfil a market need efficiently

15. seamless access to ©
works
• Individual licensing when
one to many
• Collective management when
many to many; when
individual licensing is
– Impossible
• Typically Orphan works
– Impracticable or Insufficient
• Typically Multiple copying
& Out-of-Commerce Works

16. Operate on the basis of
mandates from; governed
jointly by
• Authors and Publishers
 Writers including translators;
Visual artists; Composers
 Publishers (Book, journal,
newspaper, magazine, music)
– Reproduction; Make available;
Distribution
– Limited by territories
• Legislation
Collective Rights
Managers in text & image
sector

17. • Sources
• Analogue; Electronic carriers;
On-line; Internet downloads
• Secondary uses of already
published works
• Limited extracts
• 5-15%; chapter; article
• Personal and Internal use
• Applications and uses
o Photocopy
o Scan
o Email
oPPT
o Printout o Whiteboard
o Intranet
oView
o Virtual
Learning
Environment
o Document
licences

18. for large scale
digitisation projects
• Reproduction
– RROs generally
have mandates
• Photocopying
• Scanning
• Make available
– Most RROs have
Specific mandates required
for library digitisation

19. 3. Inclusion of works of
non-mandating R/H
(Current experiences from
three alternative
Making Cultural
Heritage available
- Inclusion of Out-
of Commerce Works

20. Authors &
Publishers
Not in RRO
catalogue
User
(Lib
rary
)
Volunt
ary
Collec
tive
Licens
ing
Agreem
ent
RRO
Mandating
Authors
Licensing
Inclusion of works
not in RRO catalogue
Mandating
Publishers
Works may
be
withdrawn
•Legal Presumption
•Extended Coll.
Licence
•Compulsory

21. Contract National Library –
RRO (Kopinor)
– Mandate from authors and
publishers
– Extended Collective Licence
• Digitise and make
available 250,000 books
– Published before 2000
– Includes orphan works and out
of commerce works
– Fee per page made available
to public per year
• User access
“Bookshelf”
(Norway)

22. FRANCE
• Out-of-Commerce Books
published in France < 2001
• Compulsory Collective
Management by RRO
– Right of withdrawal
GERMANY
• Out-of-Commerce Books
published in Germany < 1966
Digitising
project
Some examples22

23. 4. Observe licensing
conditions
(include, exclude)
Making Cultural
Heritage available
- Inclusion of Out-
of Commerce Works

24. rights
identification
• Observe agreed conditions
• Include works, authors,
publishers covered by
agreement
– Ex. OCW; OCW published before
…;works not withdrawn, etc.
• ARROW : tool to identify
works to be included/excluded
– Works in or out of commerce
– Works to be withdrawn

25. 5. Cross-border
availability
Making Cultural
Heritage available
- Inclusion of Out-
of Commerce Works

26. EC to propose
solution
Requires
Mandates
For Not in
catalogue &
Orphan
• Mechanisms
• Agreements
• Legislation
• Mutual
recognition
• Other?
OOC in
digitisation
projects
Cross-border
availability

27. Based on Agreements?
Pilots
• Discussed in
Nordic
countries
• Swedish NL
initiative
OOC in
digitisation
projects
Cross-border
availability

28. OOC Mou Implementation
Task Force
Inclusion of
Out-of-Commerce
Works in
digitisation
projects

29. OMIT
Out-of-commerce Mou
Implementation Task force
Task1 OOC
Projects
Task 2:
Informat
ion
Task 3:
 Id through
stakeholder
bodies &
Europeana & EC
 Few projects
 Lack of
funding
 2 page intro
 Through
relevant EU
bodies

30. In Conclusion

31. Main obstacle:
Funding
1.Principles
2.RRO mandates
3.Inclusion of
outliers
4.Id
facilitator
5.Projects
which
include
Out-of-
Commerce
 Applicable
across
sectors
 Yes or
obtainable
 In some, not
all countries
 Exists: ARROW
 Few projects
 Main obstacle:
Funding

32. 3232
Thank you!
Olav.Stokkmo@ifrro.org
www.ifrro.org