Heratio Help Center article. Category: Rights.
Rights Management
User Guide
Manage copyright, licensing, embargoes, and access restrictions for your archive collections.
Overview
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
Dashboard
The Rights Management dashboard shows:
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:
In Copyright
| 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 |
No Copyright
| 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:
- System checks daily for expired embargoes
- Embargoes with auto-release enabled are lifted
- Status changes to "Expired"
- 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 |
| 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:
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