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When the dataset(s) have been populated with the prepared data files and all of the associated supporting documentation, the next most important activity is the completion by the [[Glossary of Terms|Data Owner]] or their authorised representative of the [[Glossary of Terms|License document suite]]. This consists of three parts; the License Agreement Form, the License Terms and Conditions of Use and finally the License Access Guestbook. Each part plays an important role in ensuring that the data deposited with the ADA is managed correctly and that access is granted only to those persons who are deemed to have valid and genuine reasons for accessing the material. The [[Glossary of Terms|License document suite]] not only helps to establish the access conditions for your data, but it also records these, and as such will be saved as part of the Submission Information Pack (SIP) to the ADA’s archive.
*[[4. Population of 'Shell Dataverse & Dataset']]
Post-Uploading Activity
**[[Adding File Tags and Description Notes]]
**[[Editing and Entering Metadata]]
***[[Non-mandatory Metadata fields information]]
***[[Geospatial Metadata field information]]
***[[Social Science and Humanities Metadata field information]]
**[[Setting Access Restrictions]]
**[[Completion of License Document Suite]]
***[[The License Agreement Form.]]
****[[Download License Agreement Form]]
***[[The License Terms and Conditions of Use]]
****[[Download Terms and Conditions of Use (Undertaking Form) Selection Information]] document
***[[The License Access Guestbook]]
****[[Download License Access Guestbook Selection Information]] document
**[[Notify the ADA that the Self-Deposit process has been completed]]
 
When the dataset(s) have been populated with the prepared data files and all of the associated supporting documentation, the next most important activity is the completion by the [[Glossary of Terms|Data Owner]] or their authorised representative of the [[Glossary of Terms|License document suite]]. This consists of three parts; the License Agreement Form, the License Terms and Conditions of Use and finally the License Access Guestbook. Each part plays an important role in ensuring that the data deposited with the ADA is managed correctly and that access is granted only to those persons who are deemed to have valid and genuine reasons for accessing the material. The [[Glossary of Terms|License document suite]] not only helps to establish the access conditions for your data, but it also records these, and as such this set of documents will be saved as part of the Submission Information Pack (SIP) in the ADA’s archive.


= Component Parts =
= Component Parts =
The three component parts to the License document suite and additional detailed information can be found in the sections and links below.
The three component parts to the License document suite and additional detailed information can be found in the linked sections below.


== '''[[The License Agreement Form.]]''' ==  
== '''[[The License Agreement Form.]]''' ==  
This form, when signed by the copyright holder/[[Glossary of Terms|Data Owner]] or their authorised representative provides the ADA with the authority to both archive the data and to redistribute the data on their behalf based upon the satisfaction of certain access criteria. This component of the License establishes a contract between the [[Glossary of Terms|Data Owner]] or their authorised representative and the ADA as the [[Glossary of Terms|Data Custodian]]. There are a number of specific access types that can be selected for the redistribution of the data, however, where these do not meet the data owner’s requirements for access, then Non-Standard Access conditions can be agreed with the ADA Director.
This form, when signed by the copyright holder/[[Glossary of Terms|Data Owner]] or their authorised representative provides the ADA with the authority to both archive the data (as the Submission Information Package) and to redistribute the data on behalf of the [[Glossary of Terms|Data Owner]] based upon the satisfaction of certain access criteria. This component of the License therefore establishes a contract between the [[Glossary of Terms|Data Owner]] or their authorised representative and the ADA as the [[Glossary of Terms|Data Custodian]]. There are a number of specific access types that can be selected for the redistribution of the data, however, where these do not meet the data owner’s requirements for access, then Non-Standard Access conditions can be agreed with the ADA Director.


== '''[[The License Terms and Conditions of Use]].''' ==
== '''[[The License Terms and Conditions of Use]] Selection Information Document.''' ==
This element describes the terms under which the secondary user is required to adhere to in order to both access and use the data. It establishes a contract between the [[Glossary of Terms|Data Owner]] or their authorised representative and the secondary user. There are a series of ADA Standard Terms and Conditions of Use that are available for [[Glossary of Terms|Data Owner]] to use, or if required, they can record a bespoke set of Terms and Conditions of Use for agreement with the ADA Director. Many organisations will have their own corporate License Terms and Conditions of Use that are used in preference to the ADA Standard Terms and Conditions of Use.
This document describes the terms and conditions that the secondary user is required to adhere to in order to both access and reuse the data. It establishes a contract between the [[Glossary of Terms|Data Owner]] or their authorised representative and the secondary user. There are a series of Creative Commons (CC) License Terms and Conditions of Use and also ADA Standard Terms and Conditions of Use that are available for [[Glossary of Terms|Data Owners]] to use. If any of these do not meet the requirements of the Data Owner, a bespoke set of Non-Standard Terms and Conditions of Use can be agreed with the ADA Director. For example, many organisations will have their own corporate License Terms and Conditions of Use that are legally required by the organisation and which they would prefer to use instead of the ADA Standard Terms and Conditions of Use.


== '''[[The License Access Guestbook]].''' ==
== '''[[The License Access Guestbook]] Selection Information Document.''' ==
Where required, this form details the basic question set that the secondary user is required to answer in support of their access request. It allows for the basic compilation of statistics on the use of the data. There are standard ADA License Access Guestbooks that can be selected for use with a dataset(s), or where more detailed information is required, Non-Standard License Access Guestbook questions can be developed. These can then be added to Dataverse for attachment to a dataset(s). Many organisations will have their own License Access Guestbooks that are used for all of their datasets.
If you the [[Glossary of Terms|Data Owner]] require your data to be restricted, meaning that secondary users need to request access to the data by completing a License Access Guestbook, then this document details the basic standard question set that the secondary user is required to answer in support of the access request. It allows for the basic compilation of statistics on the user and their intended use of your data. There are standard ADA License Access Guestbooks that can be selected for use with any restricted dataset(s), or where more detailed or specific information is required, a set of Non-Standard License Access Guestbook questions can be developed by you, in conjunction with the ADA. These Guestbooks can then be added to the Dataverse application for attachment to a dataset(s). For [[Glossary of Terms|Data Owners]] who have multiple datasets, you can create a License Access Guestbook that is common to all of your datasets.


= Submitting the completed License document suite =
= Submitting the completed License document suite =
Once completed, the License Agreement Form should be printed and signed (or electronically signed) by the person holding the copyright for the information, this is typically the [[Glossary of Terms|Data Owner]] but not always. For example, a University may hold the copyright and therefore the person signing the form should be at a sufficiently high level to hold the authority. The form should then be scanned and uploaded (or uploaded if electronically signed) to the dataset(s) in the same manner as all other Supporting Documentation.  
Once completed, the License Agreement Form should be printed and signed (or electronically signed) by the person holding the copyright for the information, this is typically the [[Glossary of Terms|Data Owner]] but not always. For example, a University may hold the copyright and therefore the person signing the form should be at a sufficiently high level to hold the authority. The form should then be scanned and uploaded (or uploaded if electronically signed) to the corresponding dataset in the same manner as all other Supporting Documentation. Remember that License Document Suite documents have a specific prefix as per the standard [[File & Folder Naming Conventions|ADA File & Folder Naming Conventions]].


Where any Non-Standard License Terms and Conditions of Use (Undertaking Form) and/or License Access Guestbook question sets are required, these too should be uploaded with the License Agreement Form for review and agreement by the ADA Director.
Where any Non-Standard License Terms and Conditions of Use (Undertaking Form) and/or License Access Guestbook question sets are required, these too should be uploaded with the License Agreement Form for review and agreement by the ADA Director.
= Next Page =
*[[The License Agreement Form.]]
= Previous Page =
*[[Setting Access Restrictions]]
== Next Section ==
== Previous Section ==

Latest revision as of 02:48, 24 January 2020

Post-Uploading Activity

When the dataset(s) have been populated with the prepared data files and all of the associated supporting documentation, the next most important activity is the completion by the Data Owner or their authorised representative of the License document suite. This consists of three parts; the License Agreement Form, the License Terms and Conditions of Use and finally the License Access Guestbook. Each part plays an important role in ensuring that the data deposited with the ADA is managed correctly and that access is granted only to those persons who are deemed to have valid and genuine reasons for accessing the material. The License document suite not only helps to establish the access conditions for your data, but it also records these, and as such this set of documents will be saved as part of the Submission Information Pack (SIP) in the ADA’s archive.

Component Parts

The three component parts to the License document suite and additional detailed information can be found in the linked sections below.

The License Agreement Form.

This form, when signed by the copyright holder/Data Owner or their authorised representative provides the ADA with the authority to both archive the data (as the Submission Information Package) and to redistribute the data on behalf of the Data Owner based upon the satisfaction of certain access criteria. This component of the License therefore establishes a contract between the Data Owner or their authorised representative and the ADA as the Data Custodian. There are a number of specific access types that can be selected for the redistribution of the data, however, where these do not meet the data owner’s requirements for access, then Non-Standard Access conditions can be agreed with the ADA Director.

The License Terms and Conditions of Use Selection Information Document.

This document describes the terms and conditions that the secondary user is required to adhere to in order to both access and reuse the data. It establishes a contract between the Data Owner or their authorised representative and the secondary user. There are a series of Creative Commons (CC) License Terms and Conditions of Use and also ADA Standard Terms and Conditions of Use that are available for Data Owners to use. If any of these do not meet the requirements of the Data Owner, a bespoke set of Non-Standard Terms and Conditions of Use can be agreed with the ADA Director. For example, many organisations will have their own corporate License Terms and Conditions of Use that are legally required by the organisation and which they would prefer to use instead of the ADA Standard Terms and Conditions of Use.

The License Access Guestbook Selection Information Document.

If you the Data Owner require your data to be restricted, meaning that secondary users need to request access to the data by completing a License Access Guestbook, then this document details the basic standard question set that the secondary user is required to answer in support of the access request. It allows for the basic compilation of statistics on the user and their intended use of your data. There are standard ADA License Access Guestbooks that can be selected for use with any restricted dataset(s), or where more detailed or specific information is required, a set of Non-Standard License Access Guestbook questions can be developed by you, in conjunction with the ADA. These Guestbooks can then be added to the Dataverse application for attachment to a dataset(s). For Data Owners who have multiple datasets, you can create a License Access Guestbook that is common to all of your datasets.

Submitting the completed License document suite

Once completed, the License Agreement Form should be printed and signed (or electronically signed) by the person holding the copyright for the information, this is typically the Data Owner but not always. For example, a University may hold the copyright and therefore the person signing the form should be at a sufficiently high level to hold the authority. The form should then be scanned and uploaded (or uploaded if electronically signed) to the corresponding dataset in the same manner as all other Supporting Documentation. Remember that License Document Suite documents have a specific prefix as per the standard ADA File & Folder Naming Conventions.

Where any Non-Standard License Terms and Conditions of Use (Undertaking Form) and/or License Access Guestbook question sets are required, these too should be uploaded with the License Agreement Form for review and agreement by the ADA Director.