Librarians at UC-Berkeley have developed a series of decision-tree diagrams to help navigate copyright, privacy, and ethical issues for a variety of collections.
The University of Michigan Library has developed an excellent library of forms to adapt for oral history, deeds of gift, etc.
Rights metadata serves three major purposes:
Each rights field should include:
When needed, an additional note covering rights-related or ethical concerns:
One of the most complicated aspects of special collections, including their digital counterparts online, is understanding who owns rights to material and when permissions are needed. It helps to understand ways that collections come under the stewardship of a library or archive:
This means that when it comes to granting permission for researchers, students, filmmakers, journalists, and organizations to use the material, the collecting institution should be careful not to claim rights they do not hold. Staff may respond to inquiries with information about copyright, and may urge the requester to evaluate copyright status and fair use for themselves. But unless library staff are sure their institution holds copyright, there is no legal argument for granting permission; any fees for reproductions should be compensation for staff time and labor, not for licensing.