Text and Data Mining (T&DM) policy

Version dated August 2024.

IOP Publishing Limited (“IOP Publishing/we”) recognise the importance of allowing researchers access to the metadata, full text and supplementary data of our content. These data sources are a key resource in the research process. We understand that researchers are becoming increasingly interested in mining the text and data included within that content.

To ensure that the research community can access content without undue interruption or delay, and also to ensure that we provide agreed contractual levels of availability to our subscribers, our IOPscience platform blocks systematic downloading of content through a variety of methods. Therefore, researchers need to tell us in advance what data they want for T&DM and we will supply it via SFTP. Researchers seeking to obtain large amounts of data for T&DM are asked to contact us ([email protected]). In addition, to protect our investment, and the investment of the authors in our publications, the response to any request, and the terms and conditions governing any future use, will depend on the content to be mined and the purposes for which the T&DM is being carried out.

IOP Publishing reserves the right to charge a nominal fee for supplying data such as full-text XML and PDF files for T&DM purposes. We do not charge for the supply of XML metadata, which includes only header/author/abstract/reference information.

Articles published under the Subscription model

IOP Publishing allows researchers access to our articles published under the subscription model on IOPscience for the purposes of non-commercial T&DM, provided they, or their affiliated institution, have a valid subscription which provides them with access to all the content they wish to T&DM.

Institutions with current licences with IOP Publishing, which contain clauses allowing T&DM, must also comply with the specific terms of those contracts.

To avoid being blocked by the technical protections set up to prevent unauthorised systematic downloading of website content, individuals wishing to T&DM must email [email protected] confirming:

their full name and contact details;

the name of any licensed institution to which they are affiliated;

details of the articles that they wish to T&DM. This can be specified as a list of DOIs, or as ranges of article publication dates within specific journals;

the format in which they want to receive the articles (XML or PDF). Almost all articles have PDFs. We have full-text XML for most recent articles but this is not available for some journals, such as Conference Series journals, or for many older articles. You can tell whether an article has full-text XML by viewing the article page on IOPscience: if full-text XML is available for an article, the full text is visible in HTML form on the article page. Where full-text XML is not available, XML contains only metadata/abstracts/references;

the approximate length of time that they want to have access to the data to carry out the T&DM; and

the purpose for which they want to T&DM.

T&DM for commercial purposes is not permitted without an express prior licence.

Articles published under the gold open access model

All T&DM of articles or journals published under the gold open access model will be governed by the terms of the Creative Commons licence relating to the relevant article.

If the content you wish to T&DM was published under the gold open access model under a CC BY licence, you have the right to T&DM the content for both commercial and non-commercial purposes, in accordance with the licence terms.

If the content you wish to T&DM was published under any other Creative Commons licence, you have the right to T&DM the content of the article for non-commercial purposes only, in accordance with the licence terms.

Again, to avoid being blocked by the technical protections set up to prevent unauthorised systematic downloading of website content, individuals wishing to T&DM must email [email protected] confirming:

their full name and contact details;

the names of any licensed institution/organisation to which they are affiliated;

details of the articles that they wish to T&DM. This can be specified as a list of DOIs, or as ranges of article publication dates within specific journals;

the format in which they want to receive the articles (XML or PDF). Almost all articles have PDFs. We have full-text XML for most recent articles, but this is not available for some journals such as Conference Series journals, or for many older articles. You can tell whether an article has full-text XML by viewing the article page on IOPscience: if full-text XML is available for an article, the full text is visible in HTML form on the article page. Where full-text XML is not available, XML contains only metadata/abstracts/references;

the approximate length of time that they want to have access to the data to carry out the T&DM; and

the purpose for which they want to T&DM.

IOP Publishing Terms and conditions for T&DM

These terms and conditions shall be deemed to be accepted by anyone granted access to content published by us or our licensors for T&DM purposes. They are in addition to any terms included in a separate licence. Where there is any conflict with any of these terms, and the terms of any current licence, the licence terms shall prevail to the extent that they do not conflict with applicable law.

Publications are made available “as is” and without warranty of fitting the description of the publications in the metadata or otherwise, and/or any warranty of fitness for purpose, satisfactory quality, reliability and/or completeness.

T&DM of articles published under the subscription model is only permitted for non-commercial purposes. Any user intending to use the text or data for artificial intelligence and/or commercial purposes must request this in writing and negotiate specific terms for such use;

Output from T&DM can include snippets of up to a maximum of 200 characters from the original text;

The outputs of anything generated directly by T&DM must only be licensed by the user under a Creative Commons CC-BY-NC-ND licence, Version 4 (where any subscription content is included) or a Creative Commons CC-BY licence, Version 4 (where only gold open access content has been subject to T&DM);

Mined text and/or data must include a link to the DOI of the original article wherever practicable; and

Files supplied by IOP Publishing by SFTP for the purpose of T&DM must be kept secure by the researcher, not redistributed, and must be destroyed after the T&DM has been completed.