Heratio Help Center article. Category: Rights.

Rights Management

User Guide

Manage copyright, licensing, embargoes, and access restrictions for your archive collections.


Overview

RIGHTSMANAGEMENTCOPYRIGHTLICENSESEMBARGOESvvvLegalStatusCreativeCommonsTime-BasedRightsHolderRightsStatementsRestrictionsJurisdictionCustomLicensesAuto-ReleaseTKLABELSORPHANWORKSTERRITORYvvvIndigenousDueDiligenceGeographicKnowledgeDocumentationRestrictionsProtocolsSearchStepsGDPRCompliance

Key Features

What You Can Do

Item Description
+ PREMIS Rights Basis (Copyright, License, Statute, Donor)
+ RightsStatements.org 12 standardized statements
+ Creative Commons All CC license variants
+ Traditional Knowledge Labels Local Contexts TK/BC
+ Embargo Management Time-based access restrictions
+ Orphan Works Due diligence tracking
+ Territory Restrictions GDPR/geographic controls
+ Access Derivatives Watermarking controls

How to Access

MainMenuvAdminAHGSettingsvRightsManagementDashboard(overview)Embargoes(restrictions)OrphanWorks(duediligence)TKLabels(indigenous)Statements(standards)

Dashboard

The Rights Management dashboard shows:

DASHBOARDOVERVIEWTotalRightsActiveExpiringRecordsEmbargoesSoon(30days)156235ExpiringEmbargoesAlert:ObjectExpiresActionBoardMinutes199015Feb2026[Review]PersonnelFiles28Feb2026[Review]RightsbyBasis(Chart):[Copyright:45%][License:30%][Statute:15%][Other:10%]

Adding Rights to a Record

Step 1: Navigate to the Record

Go to the archival description you want to add rights to.

Step 2: Access Rights Panel

Click Rights in the sidebar or action buttons.

Step 3: Add New Rights Record

Click Add to create a new rights record.

Step 4: Select Rights Basis

Rights Basis Options

Item Description
[x] Copyright Legal copyright protection
[ ] License Licensed content (CC, custom)
[ ] Statute Statutory/legal requirements
[ ] Donor Donor agreement restrictions
[ ] Policy Institutional policy
[ ] Other Other basis

Step 5: Complete the Form

Based on your selection:

For Copyright:

  • Copyright status (In Copyright, Public Domain, Unknown)
  • Copyright holder name
  • Jurisdiction (e.g., ZA for South Africa)
  • Determination date

For License:

  • Creative Commons license selection
  • Or custom license identifier
  • License terms

For Statute:

  • Statute citation
  • Jurisdiction
  • Determination date

Rights Statements

RightsStatements.org provides 12 standardized statements:

InC In Copyright
InC-OW-EU In Copyright - EU Orphan Work
InC-EDU In Copyright - Educational Use Permitted
InC-NC In Copyright - Non-Commercial Use Permitted
InC-RUU In Copyright - Rights-holder Unlocatable
NoC-CR No Copyright - Contractual Restrictions
NoC-NC No Copyright - Non-Commercial Use Only
NoC-OKLR No Copyright - Other Known Legal Restrictions
NoC-US No Copyright - United States

Other

CNE Copyright Not Evaluated
UND Copyright Undetermined
NKC No Known Copyright

Creative Commons Licenses

CC LICENSE OPTIONS
CC0-1.0 Public Domain - No rights reserved
CC-BY-4.0 Attribution - Credit required
CC-BY-SA-4.0 Attribution-ShareAlike
CC-BY-NC-4.0 Attribution-NonCommercial
CC-BY-NC-SA-4.0 Attribution-NonCommercial-ShareAlike
CC-BY-ND-4.0 Attribution-NoDerivatives
CC-BY-NC-ND-4.0 Attribution-NonCommercial-NoDerivatives
PDM-1.0 Public Domain Mark

License Attributes

License Commercial Derivatives Share Alike
CC0 Yes Yes No
CC-BY Yes Yes No
CC-BY-SA Yes Yes Yes
CC-BY-NC No Yes No
CC-BY-NC-SA No Yes Yes
CC-BY-ND Yes No No
CC-BY-NC-ND No No No

Managing Embargoes

What is an Embargo?

An embargo restricts access to a record for a specified period.

Embargo Types

Type Description
Full No access to metadata or digital objects
Metadata Only Metadata visible, no digital objects
Digital Only No digital objects, metadata visible
Partial Custom restrictions

Creating an Embargo

Step 1: Go to Admin > AHG Settings > Rights Management > Embargoes

Step 2: Click Create New Embargo

Step 3: Complete the form:

  • NEW EMBARGO
  • Object ID: [ ]
  • Embargo Type: [Full Embargo v]
  • Reason: [Donor Restriction v]
    • Donor Restriction
    • Copyright
    • Privacy
    • Legal Hold
    • Commercial Sensitivity
    • Research Embargo
    • Cultural Sensitivity
    • Security Classification
  • Start Date: [2026-01-30 ]
  • End Date: [2030-12-31 ]
  • Auto-release when end date is reached
  • Review Date: [2028-01-30 ]
  • Notify Before: [30] days
  • Notification Emails: [archivist@example.com ]
  • Reason Note: [Donor requested restriction until 2030]
  • [Save Embargo]

Managing Existing Embargoes

Actions Available:

Item Description
[Lift Embargo] Remove restriction immediately
[Extend] Change end date to later date
[Review] Mark as reviewed, set next review date
[Edit] Modify embargo settings

Auto-Release

When enabled, embargoes automatically lift when the end date passes:

  1. System checks daily for expired embargoes
  2. Embargoes with auto-release enabled are lifted
  3. Status changes to "Expired"
  4. Action logged for audit trail

Traditional Knowledge Labels

What are TK Labels?

TK Labels are part of the Local Contexts initiative supporting Indigenous communities.

Categories

TK Labels (Traditional Knowledge):
TK-A TK Attribution Attribution required
TK-NC TK Non-Commercial Non-commercial use only
TK-C TK Community Voice Community consent needed
TK-CV TK Culturally Sens. Handle with sensitivity
TK-SS TK Secret/Sacred Restricted access
TK-MC TK Multiple Comm. Multiple community interest
TK-MR TK Men Restricted Gender-specific access
TK-WR TK Women Restricted Gender-specific access
TK-SR TK Seasonal Time-restricted access
TK-F TK Family Family-specific content
TK-O TK Outreach Educational use permitted
TK-V TK Verified Protocols verified
TK-NV TK Non-Verified Protocols not yet verified
BC Labels (Biocultural):
BC-R BC Research Use Research purposes only
BC-CB BC Consent Before Prior consent obtained
BC-P BC Provenance Provenance documented
BC-MC BC Multiple Comm. Multiple communities
BC-CL BC Clan Clan-specific content
BC-O BC Outreach Educational outreach

Assigning TK Labels

Step 1: Go to Rights Management > TK Labels

Step 2: Click Assign Label

Step 3: Complete the form:

  • Select the record (Object ID)
  • Choose the appropriate TK Label
  • Add community name
  • Add community contact information
  • Add any custom text from the community

Orphan Works

What is an Orphan Work?

A work whose rights holder cannot be identified or located after diligent search.

Due Diligence Process

Step 1: Create Orphan Work Record Work Type: [Photograph v]

    • Literary Work
    • Dramatic Work
    • Musical Work
    • Artistic Work
    • Film
    • Sound Recording
    • Photograph
    • Database
  • Jurisdiction: [ZA - South Africa v]
  • Intended Use: [Digitization and online access ]

Step 2: Document Search Steps

For each source searched:

  • ADD SEARCH STEP
  • Source Type: [Copyright Registry v]
    • Database/Registry
    • Copyright Registry
    • Publisher
    • Author/Rights Society
    • Archive/Library
    • Internet Search
    • Newspaper/Publication
  • Source Name: [SAMRO ]
  • Source URL: [https://www.samro.org.za ]
  • Search Date: [2026-01-30 ]
  • Search Terms: [photographer name, date, location ]
  • Results Found: [ ] Yes [x] No
  • Results Note: [No matching records found ]
  • [Add Step]

Step 3: Complete Search

When sufficient searches completed:

  • Mark search as complete
  • Indicate if rights holder was found
  • Document any proposed licensing fee

Rights Grants (PREMIS Acts)

Define what actions are permitted or restricted:

Available Acts

Act Description
Render Display/view the content
Disseminate Distribute copies
Replicate Make copies
Migrate Transform to other formats
Modify Edit or alter
Delete Remove from system
Print Physical printing
Publish Make publicly available
Use General use
Excerpt Use portions
Annotate Add notes/comments

Restriction Types

Restriction Color Meaning
Allow Green Permitted
Disallow Red Not permitted
Conditional Yellow Requires additional conditions

Viewing Rights on Records

Rights information displays in the sidebar:

RIGHTS&RESTRICTIONS[!]AccessRestricted-Underembargountil31Dec2030TraditionalKnowledge:[TK-A][TK-CV]RightsRecords:BasisStatementActsPeriodCopyrightInCRender1990-OpenLicenseCC-BY-NC-4.0Use2020-[AddRights]

Reports

  • AVAILABLE REPORTS
  • Embargo Report:
    • All active embargoes
    • Expiring soon
    • By reason type
    • Export to CSV
  • TK Label Report:
    • All TK label assignments
    • By community
    • Verification status
    • Export to CSV
  • Rights Summary:
    • By basis type
    • By rights statement
    • By CC license

Best Practices

DO DON'T
Document rights thoroughly Assume copyright status
Set review dates for embargoes Let embargoes expire unnoticed
Consult communities for TK Apply TK labels without input
Document orphan work searches Skip due diligence steps
Use standardized statements Create inconsistent metadata
Review rights periodically Set and forget

Compliance

The plugin supports compliance with:

Standard Implementation
PAIA (SA) Public access request integration
POPIA (SA) Privacy-aware access controls
GDPR (EU) Territory restrictions, consent tracking
Copyright Act Jurisdiction-specific rights
PREMIS Rights basis and acts vocabulary

Quick Reference

Keyboard Shortcuts

  • None (web-based interface)

URLs

  • Dashboard: /rightsAdmin
  • Embargoes: /rightsAdmin/embargoes
  • TK Labels: /rightsAdmin/tkLabels
  • Statements: /rightsAdmin/statements

Permissions Required

  • View rights: Read access to record
  • Edit rights: Editor or Administrator role
  • Manage embargoes: Administrator only
  • Assign TK Labels: Editor or Administrator

Need Help?

Contact your system administrator for:

  • Complex rights determinations
  • Bulk rights updates
  • Custom territory restrictions
  • Integration questions

Part of the Heratio AHG Framework