Digital Rights Management for PDF Files & Documents

So, a great many of what are considered to be DRM controls may be seen as PDF digital rights management because they are the controls that Adobe found appropriate to provide when they developed their own approach to portable document management over a great many years.  It has to be said that these may not reflect the same type of document rights as are envisaged by groups such as XrML, but the Adobe ones  have been implemented on a global scale, and have stuck, which is more than can be said for the rest.

The core DRM functions in PDF digital rights management are printing, copying/extraction and changing with save.  This is because it doesn’t matter what kind of publisher you are and what you are trying to achieve, you are going to need these functions whilst the work remains in Copyright.

Watermarking as a PDF DRM technique is, to be strict, a bit of an open question.  On the one hand, many publishers wish to be able to allow their customers to make printed copies of information, but on the other they recognize that converting a good printed copy of a book into (say) a PDF format is trivial.  But putting a heavy watermark on a document detracts from the visual quality of the result, and a light mark may be removed by adjusting scanning contrast.  The same goes for attempts to watermark pictures.  Some systems even try to put watermarks in that ‘identify’ the purchaser, to help prevent purchased copies from wandering.  The jury remains out as to the actual value of watermarks in DRM, but they seem here to stay in the video and broadcast businesses, at least.

The PDF digital rights management of assembly, filling in forms, comment authoring, signing and templates are particular to facilities that Adobe specifically included in their products which are focused around document collaboration.  Most of these are not likely to find their way into commercial publishing initiatives, although they may be appropriate in the elearning or education at a distance markets.

Finally we consider controls over document accessibility.  This may well be one of the most vexed of the Adobe proposed PDF Digital Rights Management controls.  Some cite Adobe Systems’ release in 2000 of a public domain work, Lewis Carroll’s Alice in Wonderland, with DRM controls asserting that “this book cannot be read aloud” and so disabling use of the text-to-speech feature normally available in Adobe’s eBook Reader as a perfect example of DRM overreach.  Certainly, if a person with poor sight purchases a document that can be ‘spoken’ from the word text, is it right to prevent them from being able to use the document in that way?  I don’t know any safe way to turn the famous Tenniel illustrations into words, but that would not stop plenty of Jabberwockies from having a damn good try.  Given the stance of many governments, led by the European Union and Canada, into providing accessibility, artificial restrictions on accessibility may prove politically unsound.

So there you have it.  PDF digital rights management controls represent a well thought out series of controls.  We can argue about whether they are complete, appropriate or suitable.  But they represent a significant stake in the ground about the controls that should be applied.  In analysis, you can break PDF DRM controls down into three groups:

1. those for pure publishers
2. extensions for additional control
3. those for document collaboration

Sometimes these distinctions may blur, but they have stood the test of time as being useful.