Organisation Identifier Project PSI RFI Response Shauna Pitts, on - PowerPoint PPT Presentation

Organisation Identifier Project PSI – RFI Response Shauna Pitts, on behalf of Andrew Pitts

PSI – who are we? PSI is the brainchild of two veterans of the publishing world who hold over 40 years of STM publishing experience. During their work for major publishers that they recognised the extent of IP misuse and subscription abuse, the damage it was causing. PSI IPV Ltd. is an independent third-party, which enables Publishers and membership societies to work together securely and confidentially towards the common goal of eliminating subscription abuse and IP misuse. PSI is also the developer of theIPregistry.org giving confidence to publishers and libraries worldwide that the correct IPs are providing access to the right content and the right usage is attributed to the correct users.

Our interest in Organisation Identifiers The Registry is As part of the quickly becoming The IP Registry The IP Registry development of The ethos behind adopted by many allows Libraries to houses 1.5 Billion The IP Registry we the IP Registry is to Publishers, register for FREE vetted IP addresses created a set of facilitate Organisations and online to amend and more than exact naming communication Consortia and we their own records, 60,000 standards , as well within the research believe that no meeting many of Institutional as a 6 digit, industry in order to other database will the openPIIR Libraries the same automatically benefit the be as ready to be requirements that are all utilising generated industry as a whole enhanced to match already electronic content Organisational ID all openPIIR requirements

Resources for development An existing framework is PSI will provide the staff in place allowing us to Many of the resource required to verify adopt a larger set of requirements of changes made to records Solid Foundations are functionalities to support the openPIIR and for any questions already in place which each user type about APIs and the have been would save significant completed and downloading of a freely cost. built as part of available dataset the IP Registry, meaning much Seeded data will not be required as the IP Registry less resource and We can adopt larger is already populated with the required information. investment would sets of functionality, However if the working group requires PSI will provide a be needed. metadata and comparisons, we are able to work toward inclusion mirror copy of the hierarchies. of such data. database to be held by Cross-Ref and will also provide them There is capacity to with a copy of the An API is in development to communicate with library sync with all relevant source code to be service providers. This functionality can be expanded OrgID providers held in escrow to meet the requirements of the openPIIR.

Organisational ID Framing Principles What can we do? – The Principles OpenPIIR is intended for use by the Encouraging cross talk between 1 2 research community existing registry providers The functionality for libraries to review and edit pre- Effectively leverage the existing content of the IP populated records already exists within the IP Registry Registry Database is easily and freely available to for use by the Supports self-management by organisations research community IP Registry can be synchronised with other relevant OrgID providers and is already matched to the below: The IP Registry already provides a unique Org.ID that meets many openPIIR requirements

Organisational ID Framing Principles What can we do? – The Principles Managing Permissions Organisational Levels 3 4 The IP Registry has an existing system in place where There is already Affiliation and Hierarchical links in • • access to records is by permission place within the IP Registry • Access will be granted by both Username and Password and IP Address • These will be enhanced from their current publishing- focussed levels to new concepts that will meet the Dedicated staff in place to manage records and requirements of each use case • approve all inputs, maintaining the integrity and uniformity of the database • We currently are ready to add the standards for Supporting evidence must be provided in order to funders from Cross-Ref into the database and create • receive extra permissions granted or to significantly another code for them on the OrgID schema amend a record that is already in the database

Organisational ID Framing Principles What can we do? – The Principles Uniquely Identifying each Organisation Documentation and Data 5 6 We have built a strict schema which can be seen in Documentation and data will be available in both • • Appendix 1 of our Response human and machine readable formats • We identify each organisation, giving them each a • PSI are willing to licence all relevant data within the unique English Standard Name, up to 3 aliases as IP Registry, excluding IP Data according to a CC0 well as linking the customer IDs and Customer licence for the purposes of this project only Names from all our Publishers.

Organisational ID Framing Principles What can we do? – The Principles Accepting and seeking seed data from Documented Processes 7 8 Org. ID Providers The IP Registry will accept data from other The IP Registry already uses a Documented Process • • providers as necessary to enhance the existing data for inclusion/exclusion, creating, merging and deprecating records • Data should be kept in the same standard format • There are dedicated staff in place to manage and will therefore go through a clean-up process records and maintain integrity first User manuals have already been created for these • processes • We have already accepted data for 60,000 organisations and their hierarchies, therefore this Evidence will be required to support significant • process has already begun amendments but the governing board for openPIIR will be able to decide on any changes to openPIIR records

Organisational ID Framing Principles What can we do? – The Principles Tracking record changes Customer Support and Ticketing 9 10 • There is already a system in place for users to The IP Registry will enable a history of all changes to • directly contact dedicated staff by email or by be kept within the Registry to a standard to be fully phone discussed. • Any additions can be introduced as required as This will include details of the change, the source • much of the functionality is already in place, basic and the evidence provided to make the change amendments will be more simple to build

Governance Recommendations • The IP Registry will open parts of the Registry that are necessary to comply with • If chosen, source code to be held in Escrow to the openPIIR project comply with the wishes of the Governance Breakout Group • There will be the ability to download the data at no charge under a CC0 licence to be • If chosen, a new governance board will be decided by the Governors organised as well as a non-profit, transparent, non-stock company to handle the open-registry • No Fee for organisations to come into the registry and amend their records • Protections to be put in place for any situation (verification and checks by IP Registry staff) where the company is wound up, such as Open Registry parts to be passed to Cross-Ref and the • Mirrored copy of the database to be offered mirrored copy to be opened up to Cross-Ref to host, details to be arranged if this is adopted by the group

Business Model Initial development costs The IP Registry provides Future-proofing will be will be a fraction of strong, existing taken into consideration beginning ‘from scratch’. foundations on which we Large majority of the by looking at how we can development has already can build upon to deliver apply more progressive been carried out in the the ultimate target technologies to the process of building the IP solution openPIIR project Registry

Conclusion TRUST IN GOVERNANCE OPERATIONAL 3) DATA & EFFICIENCY QUALITY SUSTAINABILITY The IP-Registry is the only existing “one stop shop” for all stakeholders. Existing adoption by publishers, libraries, platforms and consortia make us the ideal partner for Open PIIR and partnership with PSI will reduce start up costs massively and also enable the project to commence immediately.