Thanks, everyone.

Maureen, I was not aware that the Rights module would not follow the principle 
of inheritance. Seems like it should, if the rights information being assigned 
exists in context of a hierarchy.  Setting aside the intricacies of what PREMIS 
or DACS set out to accomplish, any user would logically look at a field in 
ASpace called "Rights Statements" and think, "Oh, that's where I put 
information about what people can and can't do with my stuff."

You also raise a good point that rights information may not map properly to 
discovery tools like ArchiveGrid if entered in the Rights module. The 
implication, then, is that those of us that want to manage our rights with more 
granularity, and consolidate the locations where that rights information 
exists, are left with some pretty serious trade-offs.

I'll say that I would be more comfortable managing my rights information in the 
access/use notes coming from an archives/DACS tradition, but the big weakness 
for us is that you can't record atomic rights information in these elements in 
the accessions module, and according to one offline response I received 
access/use notes don't transfer over when you spawn a resource record (which 
sounds like a bug, can't believe that was intentional, but I digress).

Here's an idea: should we instead be focusing on moving some of the rights 
statement functionality to access/use notes and sunsetting the rights module 
altogether, rather than having parallel places to put the same information?

Which leads me to my main point. Hillel, I think you hit the nail on the head: 
thanks to Max's helpful replies I now realize that it is beyond the scope of 
this project to consider how best to manage rights information in ASpace; 
rather, this project is limited to making some informed improvements to one 
place a user can manage rights information. So you guys are off the hook! But 
what about the rest of us thinking about how this bundle of features that add 
up to ASpace-are we missing a greater opportunity here? I would argue that 
giving people more than one place to put the same information is questionable 
product design, and now might be good time to fix that. I think the argument 
that giving people options is a collegial gesture, but I just don't buy it.

Best,

Jordon

Jordon Steele
Hodson Curator of the University Archives
The Sheridan Libraries
Johns Hopkins University
3400 N Charles St
Baltimore, MD 21218
410-516-5493
jste...@jhu.edu

From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
[mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org] On Behalf Of 
Arnold, Hillel
Sent: Wednesday, October 05, 2016 5:51 PM
To: Archivesspace Users Group <archivesspace_users_group@lyralists.lyrasis.org>
Subject: Re: [Archivesspace_Users_Group] Community review of Rights Management 
Enhancements specification

Hi all,
I just wanted to jump in to thank all of you who've provided feedback on the 
proposal thus far, and to encourage others to chime in. I also wanted to echo 
Max's point that this specification is really addressed at 
machine-interoperability and improving compliance with community standards (in 
this case PREMIS).
While those of use who pulled together this specification have use cases in 
mind, and concrete ways in which we intend to use the proposed functionality, I 
don't think any of us want to prescribe how data should be recorded in the 
application for all institutions and all use cases. The community may be able 
to agree on approaches to recording this data (and I think that conversation is 
useful and worthwhile), but it seems well outside of the scope of this proposal.
I'd also like to point out that the three options for recording rights 
information that Max laid out exist in the current version of the application 
(and probably earlier versions as well). This specification doesn't change 
that; in essence all it proposes is to make those structured rights statements 
PREMIS-compliant.
In any event, let's keep the feedback coming!

Hillel
-----------
Hillel Arnold
Assistant Director, Head of Digital Programs
Rockefeller Archive Center
914.366.6382

From: 
<archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>>
 on behalf of Maureen Callahan <mcalla...@smith.edu<mailto:mcalla...@smith.edu>>
Reply-To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Date: Wednesday, October 5, 2016 at 4:31 PM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: Re: [Archivesspace_Users_Group] Community review of Rights Management 
Enhancements specification

Dear Max and others,

I'm so happy to see these proposed enhancements to the rights subrecord to 
bring it in better alignment with PREMIS. This looks dope, and it looks like it 
will make integration with digital preservation systems much easier.

Thanks too for laying out the options for recording rights information, Max. 
There are a couple of things that I would add from my perspective of having 
worked on the requirements for enhanced conditions governing access and 
conditions governing use notes that I would want folks to think about before 
making description and usage decisions, especially since I know there are a lot 
of new adopters of 1.5.x who may not have fully explored this functionality.

Looking at the underlying standards that govern a record in ArchivesSpace is 
important, and part of the reason that we decided to work on conditions 
governing access/use was because we were interested in using DACS guidance for 
aggregated materials. Doing description outside of the content standard -- 
rather, in lieu of the content standard used for all other records -- seems 
pretty iffy to me. If it were me, I would use DACS elements for archival 
description and PREMIS elements for digital preservation activities.

As you say, the rights module will be very good for recording atomic rights 
information on a PREMIS model. But if you're looking at an aggregation of 
materials that may have children records, ArchivesSpace won't know that the 
rights subrecord applies to the physical, lower-level objects that circulate in 
boxes the same way that it knows about access/use notes -- as is appropriate! I 
haven't yet seen a full articulation of the difference between rights and 
conditions governing access/use, beyond what we had created at Yale and Mary 
had circulated, but it seems like conditions governing access/use are now very 
good with DACS principle 7, in a way that there's no expectation for PREMIS 
rights statements to be.

Indeed, the enhancements to access/use notes in 1.5.x use the archival 
principles of inheritance in a way that the rights subrecord does not plan to. 
In 1.5.x, if a series is marked as being available for research use in 2027, 
ArchivesSpace knows that all of the top containers in that series are not open 
until 2027. It won't know this about containers if rights subrecords are used 
(because rights subrecords are based on PREMIS, which is about electronic 
records -- although there's a role for aggregation in describing electronic 
records too, of course).

Finally, a big part of the migration from Archivists' Toolkit to ArchivesSpace 
at Yale had to do with reconciling non-standard usage of AT. There had been 
good reasons, I know, for using fields and records in non-standard ways in AT 
at Yale, but the result was 80% of my time and 80% of another colleague's time 
for six months (and thousands of dollars toward contract programmers) to put 
the data back where it was expected so that it could go into ArchivesSpace 
smoothly. You don't want to go through that if you can avoid it. Plus, beyond 
the PUI, your EAD won't have the relevant access/use information you need, 
which may be fine eventually but for now won't work for inclusion in 
ArchiveGrid and a number of other projects that rely on EAD.

Since I'm away from Yale and this work 
now<http://4.bp.blogspot.com/-hjyKJqD6Gz0/VEW1DU_xHzI/AAAAAAAAGFM/kjQLzEDFOOU/s1600/pullmebackin.gif>,
 I'd love to hear what others who are using 1.5.x think about this.

All best,
Maureen

On Wed, Oct 5, 2016 at 12:27 PM, Max Eckard 
<ecka...@umich.edu<mailto:ecka...@umich.edu>> wrote:
Hi Jordon,
The purpose of the community review just started is to surface pros and cons 
and to adjust or augment the specification for a modification to the Rights 
module in ArchivesSpace accordingly.

The primary reasoning behind this specification is to support atomic and thus 
machine-actionable rights statements in ArchivesSpace. However, these 
statements, like you said, can also be used as descriptive elements, and could 
display in ArchivesSpace public displays (in ArchivesSpace or in other 
discovery systems). At the end of this process, if/when this specification is 
implemented, users will have at least three basic options:

  1.  Use only Conditions Governing Access/Use notes.
  2.  Use only the Rights module.
  3.  Use the Conditions Governing Access/Use notes in conjunction with the 
Rights module in the way I described above or in some other way (the "we" I was 
referring to earlier was just the group of us that did some research and wrote 
up the rights module).
This approach accommodates the various ways institutions already use and want 
to use rights statements. Users recording rights data in the Rights module 
should have the ability to publish (or not publish) to the PUI. I talked with 
Brad briefly about this; sounds like it will need to be reflected in the 
specification and the PUI group will need to be informed to account for this 
change in its work. The specifics of that (what displays, what doesn't, etc.) 
seem like they'd still need to be worked out.
Finally, this enhancement work should not result in any data being lost. While 
some current fields (like the ones you mentioned--these and others are written 
out in the "Removals" section of the "Data Migrations" table) are being 
transferred to others that support atomic statements. Actually, the current 
Permissions/Restrictions field is a good case in point. The migration scenarios 
provided in the specification indicate these changes and what is to happen to 
current data, in this case being transferred to an "Act" note with an 
appropriate label.

Hope this helps and thanks again for the feedback!
Max

On Wed, Oct 5, 2016 at 9:35 AM, Jordon Steele 
<jste...@jhu.edu<mailto:jste...@jhu.edu>> wrote:
Thanks for your response, Max. When you say "we," do you mean the Technical 
Advisory Council? And please forgive my limited understanding about the 
functions of the ASpace groups, but should the decision about the pros and cons 
of integration and redundancy rest with the TAC or the User Advisory Council-or 
Governance? My cursory understanding is that the UAC advises the TAC on what 
feature enhancements the TAC should implement. Maybe UAC and TAC have discussed 
this?

To your point that the Rights module only should be used to manage 
machine-actionable rights information, unless you plan to change something in 
the enhancements, currently a user is not required to use the Rights module 
only for this purpose-there are notes fields that one can use to put rights 
statements that could easily live in access/use notes, too, and the 
machine-actionable features are not required to create a rights record.

Also, an important implication that one of my staff mentioned yesterday is that 
it's possible the public user interface development going on does not account 
for institutions that choose to put their access/use information in the rights 
module. Have there been discussions with the PUI group about this?

Speaking of granularity, I have a more granular request: your attachments are 
useful, but it appears you have not provided a list of elements that would be 
eliminated if these enhancements were adopted. For instance, looking at your 
wireframes, it would appear that the free-text fields of "permissions" and 
"restrictions" would go away. I don't really have an opinion right now on 
whether that's a good idea or not, but it would be helpful if you could provide 
us with a list of fields you're proposing to remove.

Best,

Jordon

Jordon Steele
Hodson Curator of the University Archives
The Sheridan Libraries
Johns Hopkins University
3400 N Charles St
Baltimore, MD 21218
410-516-5493<tel:410-516-5493>
jste...@jhu.edu<mailto:jste...@jhu.edu>

From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 
[mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>]
 On Behalf Of Max Eckard
Sent: Wednesday, October 05, 2016 9:08 AM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: Re: [Archivesspace_Users_Group] Community review of Rights Management 
Enhancements specification

Hi Jordan,
Thanks for the feedback! This issue about the pairing of Conditions Governing 
Access/Use notes and the Rights module has definitely come up in our 
conversations.

Borrowing some language from these conversations, at least for the moment we 
see the statements in the ArchivesSpace Rights module being used in conjunction 
with rights/access statements supported in the Conditions Governing Access and 
Conditions Governing Use notes. The Rights module statements are for granular, 
actionable statements, whereas the Conditions Governing Access/Use notes are 
for summary, non-actionable statements, and instructions, where appropriate, 
for contacting rights holders. That may turn out to be an unnecessary 
redundancy, and clearly there are folks like you that make a good case for that 
in theory and in practice, but that's at least our thinking for now.
Thanks again for your input! It really is very much appreciated!
Max

On Tue, Oct 4, 2016 at 11:59 AM, Jordon Steele 
<jste...@jhu.edu<mailto:jste...@jhu.edu>> wrote:
Max,

These enhancements look good to us, thanks for your efforts.

We've been discussing at JHU the overlap and, frankly, similarity between what 
sort of information the Rights Management module is trying to capture and the 
Conditions Governing Access/Use notes are used for, and we're not seeing a 
difference in concept between the two.  "Archivists have always used the 
Access/Use notes" or "Access/Use notes are an EAD/DACS/AT hold-over" may be 
factually accurate but they are not strong cases for continuing use.

So for the sake of not over-complicating the ASpace data model--where equally 
valid locations for putting the same type of information proliferate and, 
therefore, confuse-my main feedback is that you/the community/whoever take a 
good look at integration between the access/use notes and the rights management 
module. (After review of the responses I received from the ASpace listserv and 
internal discussion, JHU has decide to stop using the Access/Use notes and 
begin to use the Rights sub-records to manage information about what people are 
allowed and not allowed to do with all of our collections-analog and digital.) 
Your work presents a good opportunity for us all to try to get on the same page.

Best,

Jordon

Jordon Steele
Hodson Curator of the University Archives
The Sheridan Libraries
Johns Hopkins University
3400 N Charles St
Baltimore, MD 21218
410-516-5493<tel:410-516-5493>
jste...@jhu.edu<mailto:jste...@jhu.edu>

From: 
archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>
 
[mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org<mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org>]
 On Behalf Of Max Eckard
Sent: Monday, October 03, 2016 2:49 PM
To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>>
Subject: [Archivesspace_Users_Group] Community review of Rights Management 
Enhancements specification

Good morning ArchivesSpace community,
You may already be aware that representatives from the ArchivesSpace 
membership, the ArchivesSpace program team and Artefactual, Inc. have been 
working on a specification for enhancing the rights module in ArchivesSpace.

The primary aim of this specification is to enable the expression of 
standards-based rights statements that are atomic and actionable and that 
support data transfers with other applications using rights statements, such as 
Archivematica.
We have completed a draft specification, and are now asking for community 
review and feedback.

The attached packet includes:

  *   a summary of the enhancements requested in the specification and their 
purpose;
  *   a spreadsheet containing:

     *   1) the data model being proposed for the rights management module in 
ArchivesSpace,
     *   2) the data migrations necessary for moving data in the current data 
model to the new data model,
     *   3) a chart indicating the data elements to be migrated from 
Archivematica to ArchivesSpace, and
     *   4) a data map illustrating how PREMIS rights elements are supported in 
Archivematica and ArchivesSpace; and

  *   ten wire frames illustrating how the proposed data model should be 
reflected in the ArchivesSpace staff interface.

If you need some orientation to the way that PREMIS Rights Statements are used 
(regardless of whether these are authored in ArchivesSpace), see the attached 
PDF.

Please take a look. Brad Westbrook 
(brad.westbr...@lyrasis.org<http://lyrasis.org>), Hillel Arnold 
(harn...@rockarch.org<http://rockarch.org>) and/or myself 
(ecka...@umich.edu<mailto:ecka...@umich.edu>) are happy to answer any questions 
that you may have and to receive feedback on the specification by Friday, 
October 21, 2016.
Regards,
Max Eckard

--
Max Eckard
Assistant Archivist for Digital Curation

[https://webapps.lsa.umich.edu/dean/lsa_emails/bentley-sig-em.png]
Bentley Historical Library
1150 Beal Ave.
Ann Arbor, MI 48109-2113
(734) 763-7518<tel:%28734%29%20763-7518>
http://bentley.umich.edu/

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--
Max Eckard
Assistant Archivist for Digital Curation

[https://webapps.lsa.umich.edu/dean/lsa_emails/bentley-sig-em.png]
Bentley Historical Library
1150 Beal Ave.
Ann Arbor, MI 48109-2113
(734) 763-7518<tel:%28734%29%20763-7518>
http://bentley.umich.edu/

_______________________________________________
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--
Max Eckard
Assistant Archivist for Digital Curation

[https://webapps.lsa.umich.edu/dean/lsa_emails/bentley-sig-em.png]
Bentley Historical Library
1150 Beal Ave.
Ann Arbor, MI 48109-2113
(734) 763-7518<tel:%28734%29%20763-7518>
http://bentley.umich.edu/

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--
Maureen Callahan
Sophia Smith Collection Archivist
Smith College Special Collections
Northampton, Massachusetts 01063
T. 413 585 2981 C. 215.863.1860
mcalla...@smith.edu<mailto:mcalla...@smith.edu>
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