Heratio Help Center article. Category: Rights.

Extended Rights Management

User Guide

Manage copyright, licensing, access restrictions, and cultural heritage labels for your archival records.


Workflow Overview

SelectChooseSetApplyRecordRightsDetails&SaveTypeFinditemCopyrightDatesRecordtomanageLicenseHolderupdated

What Extended Rights Manages

EXTENDEDRIGHTS📜RIGHTSSTATEMENTSStandardcopyrightstatusindicators(InCopyright,NoCopyright,Unknown,etc.)🅭CREATIVECOMMONSOpenlicensesforsharingandreuse(CCBY,CCBY-SA,CCBY-NC,CC0,etc.)🔒EMBARGOTemporaryaccessrestrictions(Closeduntilspecificdate)🏷️TRADITIONALKNOWLEDGELABELSIndigenouscommunityprotocols(TKLabelsfromLocalContexts)

How to Access

OptionA:FromaRecordOptionB:FromAdminViewArchivalDescriptionMainMenuScrollto"Rights"sectionAdminClick"AddExtendedRights"RightsDashboardExtendedRightsFormOverviewofallrights

Part 1: Rights Statements

What Are Rights Statements?

Rights Statements are standardised indicators that tell users what they can do with a digital object.

RIGHTSSTATEMENTSCATEGORIES🔴INCOPYRIGHTInCopyrightInCopyright-EducationalUsePermittedInCopyright-EUOrphanWorkInCopyright-Non-CommercialUsePermittedInCopyright-Rights-holderUnlocatable🟢NOCOPYRIGHTNoCopyright-ContractualRestrictionsNoCopyright-Non-CommercialUseOnlyNoCopyright-OtherKnownLegalRestrictionsNoCopyright-UnitedStates🟡OTHERCopyrightNotEvaluatedCopyrightUndeterminedNoKnownCopyright

Choosing a Rights Statement

Iscopyrightstatusknown?YESNOIsitemincopyright?CopyrightNotEvaluatedYESNOInNoCopyrightCopyright(choose(choosesubtype)subtype)

Part 2: Creative Commons Licenses

Understanding CC Licenses

LICENSEMEANINGCC0Norightsreserved(publicdomain)AnyonecanuseforanypurposeCCBYCreditmustbegivenCommercialuseallowedCCBY-SACreditSharealikeDerivativesmustusesamelicenseCCBY-NCCreditNon-commercialonlyNocommercialuseCCBY-NC-SACreditNon-commercialSharealikeStrictestopenlicenseCCBY-NDCreditNoderivativesCannotmodifyorremixCCBY-NC-NDCreditNon-commercialNoderivativesMostrestrictiveCClicense

Which License to Choose?

Doyouwanttoallowcommercialuse?YESNOAllowmodifications?Allowmodifications?YESSHARE-ALIKENOYESSANOBYBY-SABY-BY-BY-BY-NDNCNC-NC-SAND

Part 3: Embargo Management

What is an Embargo?

An embargo restricts access to a record until a specific date.

EMBARGOTIMELINETodayEmbargoEndAfterEmbargo━━━━━━━━━━━━━━━━━━━━╋━━━━━━━━━━━━━━━━━━━━━━━━━━━━━🔒RESTRICTED🔓OPENACCESS•Hiddenfrom•Visibletoallpublicsearch•Searchable•Staffaccess•Downloadableonly

Setting an Embargo

SETEMBARGORecord:ABC/001/005-PersonalCorrespondenceEmbargoType:[Time-based]Time-basedDeathYearsDonorRestrictionLegalHoldStartDate:[01/01/2020📅]EndDate:[01/01/2050📅]AccessopensReason:[Personalinformation-30yearclosure___]Exceptions:☐Allowresearcheraccesswithapproval☐Allowstaffaccess☐Showmetadataonly[Cancel][ApplyEmbargo]

Embargo Status Dashboard

EMBARGOOVERVIEWACTIVEEXPIRINGSOONEXPIREDEMBARGOES(next90days)(reviewneeded)47512recordsrecordsrecords⚠️EXPIRINGSOON:ReferenceTitleExpiresActionABC/001/005SmithLetters15Feb26[Review]DEF/003/012BoardMinutes199528Feb26[Review]GHI/007/001PersonnelFile01Mar26[Review]

Part 4: Traditional Knowledge Labels

What Are TK Labels?

TK Labels are designed by indigenous communities to indicate cultural protocols for using traditional knowledge and cultural heritage materials.

TKLABELCATEGORIES🔵PROVENANCETKAttribution-CreditthiscommunityTKFamily-FamilyownershipTKClan-Clanownership🟢PROTOCOLSTKCommunityVoice-CommunityshouldbeconsultedTKCulturallySensitive-HandlewithcareTKSecret/Sacred-Restrictedviewing🟡PERMISSIONSTKNon-Commercial-NocommercialuseTKVerified-CommunityverifiedTKOpentoCollaboration-Welcomesengagement

Applying TK Labels

ADDTRADITIONALKNOWLEDGELABELSRecord:ABC/009/003-TraditionalHealingPracticesSelectapplicablelabels:☑TKAttributionCredit:[NdebeleCommunityCouncil______________]☑TKCulturallySensitiveNote:[Containssacredceremonialinformation__]☑TKNon-CommercialNote:[Maynotbeusedforcommercialpurposes_]☐TKSecret/Sacred☐TKCommunityVoiceOnly☐TKFamily[Cancel][ApplyLabels]

Adding Extended Rights to a Record

Complete Workflow

STARTViewarchivalrecordClick"EditRights"SelectRightsType(canchoosemultiple)RightsCreativeSetTKStatementCommonsEmbargoLabelsAddRightsHolder(name,contact,URI)SetDates•Effectivefrom•ExpiresonAddNotes(anyspecialterms)SAVECOMPLETERightsApplied

Extended Rights Form

EXTENDEDRIGHTS[Save]Record:ABC/001/012-PhotographAlbum1935COPYRIGHTSTATUSRightsStatement:[InCopyright]CreativeCommons:[CCBY-NC(Attribution-]Non-Commercial)RIGHTSHOLDERName:[SmithFamilyTrust_________]Contact:[trust@smithfamily.co.za____]URI:[___________________________]DATESEffectiveFrom:[01/01/1935📅]ExpiresOn:[01/01/2035📅](70yearsafter)EMBARGO(Optional)☐ApplyembargoEndDate:[___________📅]TKLABELS(Optional)☐TKAttribution☐TKCulturallySensitive☐TKNon-Commercial☐TKSecret/SacredNOTES[Permissiongrantedfornon-commercialresearchuse.][Contactrightsholderforpublicationpermissions.]

Rights Display on Record

📜RIGHTSINFORMATION🔴INCOPYRIGHTThisitemisprotectedbycopyright.RightsHolder:SmithFamilyTrustExpires:01January2035🅭CCBY-NCAttribution-NonCommercial4.0InternationalYoumayshareandadaptthisworkfornon-commercialpurposeswithattribution.🏷️TKATTRIBUTIONCredit:NdebeleCommunityCouncilPleaseacknowledgethecommunitywhenusingthismaterial.

Quick Reference

TASKHOWTODOITAddrightstorecordViewrecordEditRightsViewembargodashboardAdminRightsEmbargoesExportrightsdataAdminRightsExportCheckexpiringembargoesAdminRightsExpiringApplyTKlabelsEditRightsTKLabelstabBulkupdaterightsAdminRightsBatchUpdate

Tips for Best Practice

✓DO✗DON'TResearchcopyrightstatusGuessatrightsstatusRecordrightsholdercontactLeaveholderblankSetexpirydatesUseindefiniteembargoesConsultcommunitiesforTKApplyTKlabelsaloneReviewembargoesregularlyForgetexpiringitemsDocumentyourdecisionsSkipthenotesfield

Part 5: CLI Commands (System Administrators)

For system administrators, the plugin provides command-line tools for automated embargo management.

Automated Embargo Processing

EMBARGO:PROCESS-AutomatedDailyProcessingProcessall(liftexpiredsendnotifications):$phpartisanembargo:processPreviewwithoutmakingchanges:$phpartisanembargo:processdry-runSendnotificationsonly:$phpartisanembargo:processnotify-onlyLiftexpiredembargoesonly:$phpartisanembargo:processlift-onlyCustomwarningintervals:$phpartisanembargo:processwarn-days=14,7,3

Cron Setup

RECOMMENDEDCRONCONFIGURATIONRundailyat6amto:•Automaticallyliftexpiredembargoes•Sendexpirywarningnotifications(30,7,1days)Addtocrontab:06***cd/usr/share/nginx/heratio&&\phpartisanembargo:process

Embargo Reports

EMBARGO:REPORT-GenerateReportsSummarystatistics:$phpartisanembargo:reportListallactiveembargoes:$phpartisanembargo:reportactiveListembargoesexpiringinNdays:$phpartisanembargo:reportexpiring=30Listrecentlyliftedembargoes:$phpartisanembargo:reportlifteddays=7Listexpiredbutnotlifted:$phpartisanembargo:reportexpiredExportasCSV:$phpartisanembargo:reportactiveformat=csv\output=/tmp/report.csv

Report Output Example

$ php artisan embargo:report

=== Embargo Status Report ===

Summary Statistics:
  Total Active Embargoes:    47
  Expiring in 30 days:        5
  Expired (not lifted):      12
  Lifted (last 30 days):      8

Embargo Types:
  Full:           23 (49%)
  Metadata Only:  12 (26%)
  Digital Only:    8 (17%)
  Partial:         4 (8%)

Top Embargo Reasons:
  1. Donor Restriction    18
  2. Privacy              14
  3. Copyright             9
  4. Legal                 6

Troubleshooting

ProblemSolutionCan'tfindrightsoptionCheckyouhaveeditpermissionMayneedadministratoraccessEmbargonotworkingCheckstart/enddatesVerifyrecordispublishedClearcacheTKlabelsnotshowingLabelsmayneedapprovalCheckcommunitysettingsRightsstatementmissingAdministratormayneedtoenablevocabularyCClicensenotinlistChecklicenseisactiveContactadministrator

Need Help?

Contact your system administrator if you experience issues.

For more information on standards:


Part of the Heratio AHG Framework