Platform Access and Data Use Agreement

This Platform Access and Data Use Agreement ("Agreement") sets forth the terms and conditions governing access to OCLC Services and, where authorized, use of OCLC Data. This Agreement is published by OCLC, Inc., an Ohio nonprofit corporation ("OCLC"), and applies to, and is incorporated into, each Order Form that references this Agreement. Together, this Agreement and the applicable Order Form constitute the complete agreement between OCLC and the customer identified in the applicable Order Form ("Company") regarding the OCLC Services and OCLC Data covered by that Order Form.

By executing an Order Form that references this Agreement, or by accessing or using the applicable services or data, Company agrees to be bound by this Agreement. If the individual accepting an Order Form does so on behalf of a legal entity, that individual represents that they have authority to bind such entity to this Agreement. If Company does not agree to this Agreement, it may not access or use the applicable services or data.

Section 1. Order Forms

Access to OCLC Services may be subject to one or more Order Forms. This Agreement and each applicable Order Form will be construed together as a single agreement. In the event of a conflict, the following order of precedence applies: (1) this Agreement, (2) the applicable Order Form, and (3) any exhibits or attachments, unless expressly stated otherwise.

Section 2. Definitions

For purposes of this Agreement, the following capitalized terms have the meanings set forth below:

2.1 "Affiliate" means any legal entity that controls, is controlled by, or is under common control with a Party, for so long as such control exists.

2.2 "Authorization" means credentials and authorization mechanisms used to access OCLC Services, including client IDs, client secrets, API keys, tokens, user IDs, passwords, certificates, and similar access credentials.

2.3 "Company Application" means Company's proprietary software or service that interoperates with OCLC Services for the purpose described in the applicable Order Form.

2.4 "Documentation" means OCLC's then-current technical and policy documentation applicable to the OCLC Services.

2.5 "Effective Date" means, with respect to Company, the date on which Company accepts this Agreement by executing, or otherwise agreeing to, an Order Form that references or incorporates it.

2.6 "End User" means any Third Party that accesses or uses OCLC Data through Company's products, services, platforms, applications, or systems but excludes any Library that receives OCLC Data from Company under a separate redistribution arrangement pursuant to the applicable Order Form.

2.7 "Extraction" means the export , download, or systematic retrieval of OCLC Data from or through the OCLC Services, including via API calls, export functions, bulk transfers, or any other method, whether automated or manual.

2.8 "Key" means a unique identifier, including API keys, used by Company to access OCLC Services.

2.9 "Library" means any public, academic, school, special, or research library that receives OCLC Data from Company for the Library's own independent use, storage, or downstream display, other than a Third Party that merely accesses or views OCLC Data as an End User through a Company Application.

2.10 "OCLC Data" means any data, content, records, metadata, identifiers, holdings, availability information, transaction data, and other information accessed, retrieved, received, or derived by Company through the OCLC Services as further described in the applicable Order Form.

2.11 "OCLC Services" means OCLC's hosted services, application programming interfaces (APIs), and non-API integration methods and protocols made available by OCLC and identified in an applicable Order Form, together with associated documentation and updates. OCLC Services may enable one-way data retrieval by Company or, where specified in an Order Form, two-way data synchronization between the Parties' respective systems ("Two-Way Integration").

2.12 "Order Form" means an ordering document, online order, or authorization process issued or approved by OCLC that identifies the OCLC Services, OCLC Data (if any), scope, term, and fees.

2.13 "Third Party" means any person or entity other than Company and OCLC, including subcontractors, cloud service providers, vendors, Affiliates (unless expressly included), and downstream customers.

2.14 "Retention" means any storage, caching, copying, or persistence of OCLC Data on Company's or any Third Party's systems beyond the duration of a single API session or transient display, whether in original or modified form.

2.15 "Usage Metrics" means calls, records, queries, throughput, retention counts, or other measures used to enforce tiers, caps, and rate limits.

2.16 "WorldCat" means OCLC's proprietary database and related systems through which OCLC aggregates, manages, and provides access to bibliographic records, holdings information, metadata, and related library data.

2.17 "WorldCat Data" means the subset of OCLC Data comprising metadata and related information contained in or obtained from WorldCat, generally in the form of bibliographic records and holdings data, including any copies, extracts, modifications, enhancements, or derivative works thereof.

Section 3. License Grant

3.1 Access to Services. Subject to Company's compliance with this Agreement and payment of applicable fees, OCLC grants Company a limited, revocable, non-exclusive, non-transferable, non-sublicensable license during the applicable Order Form term to access and use the OCLC Services subject to the restrictions set forth in Section 4.

3.2 Data License. If specified in an applicable Order Form, OCLC grants Company a limited, revocable, non-exclusive, non-transferable, non-sublicensable license during the applicable Order Form term to use OCLC Data subject to the restrictions set forth in Section 4.

3.3 No Ownership Transfer. This license does not transfer ownership rights to Company. Company acquires no rights in OCLC Data except the limited use rights expressly granted herein.

3.4 Reservation of Rights. All rights not expressly granted are reserved by OCLC.

Section 4. Use of Services; Restrictions

4.1 General Restrictions. Company shall not, and shall not permit any Third Party to, access or use the OCLC Services or OCLC Data except as expressly permitted under this Agreement and any applicable Order Form or other incorporated document. Company is responsible for all use of the OCLC Services and OCLC Data through its systems, credentials, or applications.

4.2 Prohibited Uses. Except as expressly permitted in this Agreement or an applicable Order Form, Company shall not, and shall not permit any Third Party to:

1. Use the OCLC Services or OCLC Data in any manner that violates the restrictions set forth in this Section 4 or elsewhere in this Agreement;
2. Sell, resell, license, sublicense, distribute, disclose, transfer, or otherwise make available OCLC Data to any Third Party except as expressly permitted;
3. Use OCLC Services or OCLC Data, including any data derived therefrom, to (i) create, maintain, offer, or make available any database, dataset, repository, or service that competes with or substitutes for OCLC Services or WorldCat or (ii) aggregate, combine, or otherwise use such data to reconstruct or approximate a material portion of WorldCat Data or any OCLC database;
4. Use OCLC Services or OCLC Data to create, train, fine-tune, evaluate, test, or improve any artificial intelligence or machine learning model, including generating embeddings, model weights, or training datasets except as expressly authorized in writing by OCLC;
5. Remove, obscure, alter, or fail to reproduce any proprietary notices, attribution, identifiers or source information;
6. Circumvent, disable, or interfere with any technical limitations, access controls, authentication mechanisms, rate limits, or security measures implemented by OCLC;
7. Use automated tools (including bots, scrapers, crawlers, or similar technologies) to access, extract, or harvest OCLC Data except as expressly permitted and consistent with applicable Documentation and usage limits;
8. Reverse engineer, decompile, disassemble, or attempt to derive the structure, algorithms, or underlying technology of the OCLC Services;
9. Access or use the OCLC Services or OCLC Data in any unlawful manner or in violation of applicable law or third-party rights;
10. Share, disclose, or permit use of access credentials (including API Keys or Authorizations) by unauthorized parties;
11. Provide access to OCLC Data to any Third Party except as necessary to support authorized use for a permitted customer and subject to written terms no less protective than this Agreement;
12. Access or use the OCLC Services in a manner that exceeds applicable usage limits, materially degrades system performance, or disrupts other users; or
13. Use OCLC Data to identify, profile, contact, or market to individuals, libraries, or institutions without their prior consent, or in violation of applicable privacy or anti-spam laws.

4.3 Data Retention. Company shall not store, cache, or retain OCLC Data except as expressly permitted in an applicable Order Form and only for the duration and scope specified therein.

Section 5. Usage Controls; Overages

5.1 Tiers; Rate Limits; Caps. Company's use is subject to the tiers, rate limits, caps, and Usage Metrics stated in the applicable Order Form and Documentation.

5.2 Retention Limits; Overages. If Company exceeds any applicable Usage Metrics or retention limits specified in an applicable Order Form, OCLC may (a) throttle or suspend access and/or (b) charge overage fees as specified in the applicable Order Form. Unless otherwise stated in the Order Form, overage fees are due in accordance with Section 7. In the absence of a specified rate in the Order Form, overage fees will be charged at OCLC's standard list price per unit.

Section 6. Services Changes; Suspension

OCLC may modify, suspend, or discontinue OCLC Services at any time. OCLC will use commercially reasonable efforts to provide advance notice of material changes. OCLC may suspend or limit access if Company's use (a) poses a security risk, (b) violates this Agreement, (c) adversely affects systems or other users, or (d) is required by law.

Section 7. Fees; Payment; Taxes

7.1 Fees. Company will pay OCLC the fees specified in the applicable Order Form. Fees are non-refundable except as expressly provided in this Agreement.

7.2 Invoicing; Payment Terms. OCLC will invoice as specified in the applicable Order Form. Unless otherwise stated, invoices are due net thirty (30) days from the invoice date.

7.3 Taxes. All fees are exclusive of applicable taxes, which Company is responsible for paying. If Company is exempt from taxation, it must provide a valid exemption certificate upon request. If withholding tax applies, Company must pay OCLC an additional amount to ensure OCLC receives the full invoiced amount.

7.4 Suspension for Non-Payment. If Company fails to pay undisputed amounts when due, OCLC may suspend access to the OCLC Services upon written notice.

7.5 Price Changes. OCLC may modify fees upon at least sixty (60) days' prior written notice. OCLC will not modify fees during the term of an active Order Form or accepted quote.

Section 8. Security and Data Protection

8.1 Credentials and Access Control. Company will access OCLC Services only using credentials, Keys, or Authorizations issued or enabled by OCLC. Company is responsible for maintaining the confidentiality and security of such credentials and for all activities conducted using them. Company will promptly notify OCLC at [email protected] of any actual or suspected unauthorized use or compromise. OCLC may immediately suspend access without prior notification if OCLC in its sole discretion believes unauthorized use has occurred. If OCLC determines that unauthorized use has occurred, OCLC may immediately terminate this Agreement.

8.2 Security Safeguards. Company shall implement and maintain industry-standard administrative, physical, and technical safeguards to protect OCLC Data from unauthorized access, acquisition, disclosure, alteration, or misuse, including encryption of OCLC Data in transit and at rest.

8.3 Security Incident Notification. Company will notify OCLC without undue delay, and in any event within seventy-two (72) hours after becoming aware of any actual or reasonably suspected unauthorized access to or disclosure of OCLC Data or compromise of credentials. Notification shall be made to [email protected] and include: (i) incident description; (ii) data affected (type and volume); (iii) steps taken or planned to address the incident; and (iv) contact information for Company's incident response coordinator. Company will cooperate with OCLC's reasonable requests relating to investigation, mitigation, and remediation.

8.4 Subcontractors. Company shall not permit any subcontractor, vendor, or Affiliate to access OCLC Data without OCLC's prior written consent. All approved subcontractors must execute written agreements containing data protection obligations no less protective than those in this Agreement. Company remains fully liable for subcontractor compliance.

8.5 Privacy and Data Protection. Each Party will comply with applicable data protection and privacy laws. To the extent Company processes personal data obtained through OCLC Services, Company agrees to enter into a data processing agreement with OCLC upon request.

Section 9. Intellectual Property Rights

9.1 Ownership. As between the Parties, OCLC (and/or its licensors) owns all right, title, and interest in and to the OCLC Services, OCLC Data, and WorldCat. Company receives only the limited rights expressly granted in this Agreement and no ownership interest.

9.2 Trademarks. This Agreement does not grant Company any right to use OCLC's trademarks, service marks, or logos without OCLC's prior written consent.

9.3 Attribution. Where OCLC Data is displayed or made available to End Users, Company shall provide clear, prominent attribution to OCLC and WorldCat as specified in the applicable Order Form.

9.4 Usage Data. OCLC may collect and use data relating to the provision and use of OCLC Services for service improvement, security, operations, analytics, research, and development.

9.5 Reservation of Rights. Each Party reserves all rights not expressly granted in this Agreement.

Section 10. Publicity

Neither Party will issue press releases or public statements regarding this Agreement or use the other Party's name, trademarks, or logos in marketing or promotional materials without the other Party's prior written consent except as expressly permitted under this Agreement.

Section 11. Term and Termination

11.1 Term. This Agreement shall begin on the Effective Date and continue until terminated as provided herein. Each Order Form will have its own term and may be terminated or expire independently of this Agreement unless otherwise stated.

11.2 Termination. This Agreement may be terminated in any of the following ways:

1. Either Party may terminate this Agreement for convenience upon thirty (30) days' prior written notice.
2. Either Party may terminate this Agreement, effective on written notice to the other Party, if the other Party commits a material breach of its obligations under this Agreement and has not cured such breach within thirty (30) days of receiving written notice from the non-breaching Party.
3. Either Party may terminate this Agreement if the other Party becomes insolvent, makes a general assignment for the benefit of creditors, has a receiver appointed for all or a substantial part of its property, or becomes subject to any proceeding under any bankruptcy or insolvency law that is not dismissed within sixty (60) days; or
4. As otherwise explicitly provided in this Agreement.

11.3 Suspension. OCLC may suspend access to the OCLC Services if Company is in material breach of this Agreement, including failure to pay fees when due, or if necessary to protect OCLC systems, data, or other users.

11.4 Effect of Termination. Upon termination or expiration of this Agreement or any Order Form:

1. All rights and licenses granted under the terminated scope will cease;
2. Company will immediately cease use of the OCLC Services and OCLC Data;
3. Within thirty (30) days, Company will delete OCLC Data in its possession or control;
4. Company will pay all undisputed amounts due; and
5. Rights and obligations that by their nature should survive will survive.

Section 12. Confidential Information

The terms and conditions of this Agreement as well as performance hereunder shall be kept in confidence, and each Party agrees to protect the other Party's confidential information from disclosure to others and to use the same degree of care used to protect its own confidential or proprietary information, but in any case, no less than a reasonable degree of care. Information shall not be considered confidential information to the extent that the receiving Party can establish that such information (i) is or becomes generally known or available to the public through no fault of the receiving Party; (ii) was in the receiving Party's possession before receipt from the disclosing Party; (iii) is lawfully obtained from a Third Party who has the right to make such disclosure on a non-confidential basis; (iv) has been independently developed by one Party without reference to any confidential information of the other; or (v) is required to be disclosed by applicable law (e.g., public records acts) provided the receiving Party has promptly notified the disclosing Party of such requirement and allowed the disclosing Party a reasonable time to oppose such requirement.

Section 13. Warranties

13.1 Mutual Warranties. Each Party represents and warrants that: (a) it has full power and authority to enter into and perform this Agreement; (b) this Agreement does not violate any other agreement or obligation to which it is bound; (c) it has the right to grant the licenses and rights granted herein; and (d) its performance will comply with all applicable laws.

13.2 Company Warranties. Company represents and warrants that: (a) it will use OCLC Data only in compliance with this Agreement and the applicable Order Form; (b) it will not use OCLC Data in any manner that infringes, misappropriates, or violates Third Party intellectual property rights, privacy rights, or other rights; (c) all information provided to OCLC (including in Order Forms, usage reports, audit responses, and certifications) is and will be accurate, complete, and not misleading; (d) it has obtained and will maintain all necessary licenses, permits, registrations, and approvals required to use OCLC Data as permitted under this Agreement; and (e) its use of OCLC Data complies and will comply with all applicable laws, regulations, and industry standards, including data protection, privacy, export control, and consumer protection laws.

Section 14. Disclaimer

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, THE OCLC SERVICES, OCLC DATA, AND ANY MATERIALS PROVIDED HEREUNDER ARE PROVIDED "AS IS" AND WITHOUT WARRANTIES OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, OCLC DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. OCLC DOES NOT WARRANT THAT THE SERVICES OR DATA WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

Section 15. Limitation of Liability

EXCEPT FOR (A) EITHER PARTY'S INDEMNIFICATION OBLIGATIONS UNDER SECTION 16; (B) COMPANY'S BREACH OF SECTION 4 (USE OF SERVICES; RESTRICTIONS); (C) EITHER PARTY'S BREACH OF CONFIDENTIALITY OBLIGATIONS UNDER SECTION 12; (D) COMPANY'S BREACH OF WARRANTIES UNDER SECTION 13.2; (E) FRAUD OR WILLFUL MISCONDUCT BY EITHER PARTY; AND (F) DAMAGES THAT CANNOT BE LIMITED BY APPLICABLE LAW ("EXCLUDED CLAIMS"), NEITHER PARTY SHALL BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, EXEMPLARY, SPECIAL, INCIDENTAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOSS OF DATA, LOSS OF BUSINESS OPPORTUNITY, OR COSTS OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, ARISING OUT OF THIS AGREEMENT, EVEN IF ADVISED OF THE POSSIBILITY AND REGARDLESS OF LEGAL THEORY. EXCEPT FOR EXCLUDED CLAIMS: OCLC'S TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE FEES COMPANY PAID IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM. COMPANY'S TOTAL AGGREGATE LIABILITY SHALL NOT EXCEED THE GREATER OF: (I) THE TOTAL FEES PAID UNDER THIS AGREEMENT IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM; OR (II) FIVE HUNDRED THOUSAND DOLLARS ($500,000). FEES UNDER THIS AGREEMENT ARE BASED UPON THIS ALLOCATION OF RISK. THIS SECTION WILL NOT APPLY TO DAMAGES THAT CANNOT BE LIMITED OR EXCLUDED BY LAW (IN WHICH EVENT THE LIABILITY SHALL BE LIMITED TO THE FULLEST EXTENT PERMITTED).

Section 16. Indemnification

16.1 OCLC Indemnity. OCLC will defend Company from and against any Third Party claim alleging that the OCLC Services or OCLC Data as provided by OCLC and used by Company in accordance with this Agreement and any Order Form infringe a Third Party's copyright or trademark (an "IP Claim"). OCLC will indemnify Company by paying the costs and damages finally awarded by a court of competent jurisdiction or amounts agreed in a written settlement approved by OCLC to the extent arising from such IP Claim. OCLC's obligations are conditioned upon Company: (a) providing prompt written notice of the IP Claim; (b) permitting OCLC to retain sole control of the defense and settlement; and (c) providing reasonable cooperation.

16.2 Exclusions. OCLC will have no obligation for any IP Claim arising from or relating to: (a) use outside the scope permitted under this Agreement or the applicable Order Form; (b) modification not made by OCLC; (c) combination with non-OCLC products, services, or data where the claim would not have occurred but for the combination; (d) use of a superseded release after OCLC recommends upgrade; (e) Company's breach of this Agreement; (f) OCLC modifications made pursuant to Company instructions or specifications; or (g) Company data, inputs, content, or third-party materials provided by or on behalf of Company.

16.3 Mitigation. If an IP Claim requires Company to stop using any portion of the OCLC Services or content, OCLC may at its option and expense: (a) procure the right to continue; (b) replace with functionally equivalent non-infringing services or content; (c) modify to be non-infringing; or (d) terminate the affected portion and refund the unused pro-rated prepaid fees allocable to it.

16.4 Company Indemnity. Company will defend, indemnify, and hold harmless OCLC, its Affiliates, and each of their officers, directors, employees, and agents from and against any Third Party claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) Company's products, services, applications, integrations, or systems (including any manner in which Company uses, displays, distributes, or makes available OCLC Services or OCLC Data); (b) Company's breach of this Agreement, any Order Form, or any representation or warranty; (c) Company's violation of applicable law (including privacy, data protection, consumer protection, and export laws); (d) any security incident caused by Company's systems, acts, or omissions; (e) any Company data, inputs, or materials provided by or on behalf of Company, including any allegation that such materials infringe, misappropriate, or violate Third Party rights; (f) claims by End Users arising from Company's provision of OCLC Data; or (g) Company's use of OCLC Data for AI/ML training or other prohibited purposes.

Section 17. Miscellaneous

17.1 Independent Contractor Status. The relationship of the Parties is that of independent contractors, and no agency, employment, partnership, joint venture, or any other relationship is created by this Agreement.

17.2 Force Majeure. Neither Party shall be liable for a failure or delay of performance where such failure or delay is the result of any force majeure event, including an act of God or public enemy, pandemic, fire, explosion, accident, strike, governmental action, delay or failure of suppliers, failure of telecommunications networks, or any event similar to the foregoing (each a "Force Majeure Event"). Each Party shall use reasonable efforts to mitigate the effect of a Force Majeure Event. In the event a Force Majeure Event extends for a period in excess of thirty (30) days in the aggregate and prevents a Party from performing its obligations under this Agreement, the other Party may in its discretion terminate this Agreement immediately upon written notice to the Party affected by the Force Majeure Event. Under no circumstance will a Force Majeure Event relieve a Party from its obligation to pay amounts for goods or services provided in accordance with stated payment terms.

17.3 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of Ohio and the United States of America without regard to principles of conflicts of laws. Any lawsuit or dispute arising under this Agreement shall be brought in state or federal court in Franklin County, Ohio and the Parties to this Agreement hereby consent to the jurisdiction of the state and federal courts located in Franklin County, Ohio.

17.4 Audit. Company agrees that OCLC shall have the right, from time to time, to conduct an investigation and/or an audit to verify Company's compliance with the provisions of this Agreement. Company agrees to cooperate fully with such investigation, the scope, method, nature, and duration of which shall be at the sole, reasonable discretion of OCLC.

17.5 Assignment. Company may not assign any rights, duties, or obligations under this Agreement to any person or entity in whole or in part without the prior written consent of OCLC.

17.6 Survival. Those rights and obligations of the Parties which by their nature should survive termination or expiration of this Agreement shall remain in full force and effect after termination or expiration.

17.7 Notices. Any notice or communication required or permitted under this Agreement will be in writing and delivered to OCLC at [email protected] and to Company at the legal contact (or, if none, the primary contact) identified in Company's most recent Order Form, or to such other address as a Party may designate by written notice given in accordance with this Section.

17.8 Non-Waiver. A failure or delay in enforcing an obligation of any provision under this Agreement shall not prevent enforcement of such provision at a later date. A waiver of a breach of one obligation shall not affect a waiver of any other obligation, and such waiver shall not prevent a Party from subsequently requiring compliance with any other obligation.

17.9 Severability. If any provision(s) of this Agreement should be found by any court of competent jurisdiction to be invalid, void, voidable, or unenforceable, such provision(s) shall not affect or impair the remaining provision(s) which shall continue in full force and effect. In substitution for any provision(s) held unlawful, there shall be substituted provision(s) of similar import reflecting the original intent of the Parties hereto to the extent permissible under law.

17.10 Entire Agreement. This Agreement, any applicable Order Forms, the Documentation and any policies or guides referenced herein (including any accessible via a URL, as updated from time to time), and any attachments, schedules, addenda, and/or exhibits constitute the entire agreement between the Parties and supersedes and replaces all prior agreements, oral and written, between the Parties relating to the subject matter of this Agreement. OCLC may revise this Agreement from time to time by posting an updated version at the applicable URL. Unless otherwise stated, revisions apply only to Order Forms entered into after the revised version's effective date. The version in effect on the effective date of an Order Form will govern that Order Form during its term unless the Parties expressly agree otherwise.