James Brewer, Tracy Popp, and Joy Perrin have published "REDDNET and Digital Preservation in the Open Cloud: Research at Texas Tech University Libraries on Long-Term Archival Storage" in the latest issue of the Journal of Digital Information.

Here's an excerpt:

In open cloud systems users can develop their own software and data management, control access, and purchase their own hardware while running securely in the cloud environment. . . . It is in this context that REDDnet (Research and Education Data Depot network) is presented as the place where the Texas Tech University (TTU) Libraries have been conducting research on long-term digital archival storage. The REDDnet network by year's end will be at 1.2 petabytes (PB) with an additional 1.4 PB for a related project. . . additionally there are over 200 TB of tape storage. These numbers exclude any disk space which TTU will be purchasing during the year. National Science Foundation (NSF) funding covering REDDnet and CMS-HI was in excess of $850,000 with $850,000 earmarked toward REDDnet. In the terminology we used above, REDDnet is an open cloud system that invited TTU Libraries to participate. This means that we run software which fits the REDDnet structure. We are beginning to complete the final design of our system, and starting to move into the first stages of construction. And we have made a decision to move forward and purchase one-half petabyte of disk storage in the initial phase. The concerns, deliberations and testing are presented here along with our initial approach.

| Digital Curation and Preservation Bibliography 2010: "If you're looking for a reading list that will keep you busy from now until the end of time, this is your one-stop shop for all things digital preservation." — "Digital Preservation Reading List," Preservation Services at Dartmouth College weblog, February 21, 2012. | Digital Scholarship |

According to a tweet today by Geneva Henry, Executive Director of the Center for Digital Scholarship at Rice University’s Fondren Library, Rice University’s Faculty Senate has approved an open access policy.

Here's an excerpt from the Rice University Open-Access Mandate Position Paper (2/12/2012):

To assist Rice in distributing the scholarly publications, as of the date of publication, each faculty member will make available an electronic copy of his or her final version of the publication at no charge to a representative designated by the Provost's Office in an appropriate format (such as PDF) specified by the Provost's Office. The Provost's Office will make the scholarly publication available to the public in an open-access repository, the Rice Digital Scholarship Archive. Upon request, the scholarly publication will not be made available to the public for an agreed upon embargo period.

| Transforming Scholarly Publishing through Open Access: A Bibliography: "This work gives an outstanding overview of scholarship relating to the growing Open Access movement." — George Machovec, The Charleston Advisor 12, no. 2 (2010): 3. | Digital Scholarship |

Mark Phillips, Assistant Dean for Digital Libraries at the University of North Texas Libraries, has been named as one of Library Journal's 2012 Movers & Shakers.

Here's an excerpt from the announcement:

An accomplished systems architect, Phillips redesigned and rebuilt the university's digital library (digital.library.unt.edu). It's now a vast repository of collections from various UNT libraries, schools, and departments, and the sprawling Portal to Texas History (texashistory.unt.edu) is also based on this system. In 2011, Phillips worked on upgrades and explored avenues for discovery and use of the materials now housed online.

| Institutional Repository and ETD Bibliography 2011 | Digital Scholarship |

The University of North Texas has received over $800,000 in two Institute of Museum and Library Services grants related to digital data curation.

Here's an excerpt from the press release:

The University of North Texas Libraries and UNT's College of Information have received more than $800,000 in grants from the Institute of Museum and Library Services to address the challenges of curating and preserving digital information and new requirements from the National Science Foundation and other agencies that fund university research on long-term management of research data for possible review and use by future researchers and scholars.

Dr. William Moen, associate dean for research in UNT's College of Information, and Dr. Martin Halbert, dean of the UNT Libraries, successfully applied for two grants from IMLS' Laura Bush 21st Century Librarian Program, which supports efforts to recruit and educate the next generation of librarians and faculty members who prepare them for future careers, as well as supporting research related to library education and staffing needs, curriculum development and continuing education and training. . . .

The first grant of $624,663 from IMLS is for a three-year project to create four graduate-level courses in digital curation and data management. The first two courses will be taught during the summer of 2012. All four courses will be taught beginning in the summer of 2013, said Moen, the principal investigator for the grant. . . .

The second IMLS grant of $226,786 will fund a two-year investigation of the new roles, knowledge and skills that will be required of library and information science professionals to successfully manage research data cited in articles in scholarly journals — not just the publications.

UNT researchers, led by Halbert, will conduct two national surveys of officials at NSF and other funding agencies; college and university vice presidents for research and campus research officers; faculty of library and information science programs; academic librarians; campus IT managers; provosts and chief academic officers; and key researchers at universities and publishers of faculty research. The surveys will focus on college and universities' current data management plans, policies and practices; expectations and beliefs about data management; and preparation needed to archive data.

During the two years of the project, UNT researchers will also conduct focus groups in conjunction with several professional meetings. Personal interviews will be scheduled with selected individuals from the focus groups.

Read more about it at "Laura Bush 21st Century Librarian Program Grant Announcement June 2011."

| Digital Scholarship |

The University of North Texas has adopted an open access policy.

Here's the policy:

UNT Community Members agree to the following: In support of greater access to scholarly works, UNT Community Members agree to the following process for peer-reviewed, accepted-for-publication journal article:

—Deposit: Each UNT Community Member deposits a digital copy of his/her accepted manuscript or version of record of the journal article (as allowed by the publisher’s policy) no later than the date of its publication. Deposit is made into the UNT Libraries scholarly works repository. The Provost or Provost’s designate (e.g., the Scholarly Communication Officer) will waive deposit of articles by Community Members as requested.

—Open Access/Optional Delayed Open Access: The author is encouraged to make the deposit available to the public by setting access to the deposit as Open Access Immediately Upon Deposit (the default). Upon express direction by a UNT Community Member for an individual article, the Provost or Provost’s designate (e.g., the Scholarly Communication Officer) will adjust the Open Access Immediately Upon Deposit requirement to align with the UNT Community Member’s request and/or to align with publisher’s policies regarding open access of self-archived works. This policy supports broad dissemination of UNT scholarly works, but for various reasons, not all individual works will be accessible in whole or in part.

The following three levels of access will be implemented:

• Open access to the public (default)
• Limited access in either time (e.g., an embargo period) or to specific groups (e.g., UNT Community Members)
• Closed, No Access

—Licensing: Each UNT Community Member grants to UNT permission to make scholarly peer-reviewed journal articles to which he or she made intellectual contributions publicly available in the UNT Libraries scholarly works repository for the purpose of open dissemination and preservation, subject to publishers’ restrictions. In legal terms, each UNT community member grants to UNT for each of his or her scholarly articles a nonexclusive, irrevocable, worldwide license to exercise those rights under copyright that the author retains in any agreements with the article’s publishers. The Provost or Provost’s designate (e.g., the Scholarly Communication Officer) will waive application of the license for articles by Community Members as requested.

—Who Deposits: In the case of multiple authors from multiple institutions, where a UNT Community Member has made intellectual contributions to the article, the UNT Community Member deposits a copy of the article. In the case of multiple UNT authors, and where the lead author is from UNT, the lead author (or designate) deposits a copy of the article. The UNT Community Member should inform all co-authors of deposit in the UNT Libraries scholarly works repository.

| Digital Scholarship | Digital Scholarship Publications Overview | Reviews of Digital Scholarship Publications |

The University of North Texas has released digital videos of the presentations at its 5/18/10 Open Access Symposium.

Here's a representative sample of the presentations:

• Dwayne K. Buttler, "Copyright and Publication Agreements: Who Owns Your Work?"
• Stevan Harnad, "Designing the Optimal Open Access Mandate"
• David E. Shulenburger, "The Research University Imperative to Distribute Scholarly Research"
• Sanford G. Thatcher, "What University Presses Think about Open Access"
• Tyler O. Walters, "Advancing Open Access through Digital Services"

Presentations from the University of North Texas Open Access Symposium are now available.

Here are the PDF files:

• Stevan Harnad, Designing the Optimal Open Access Mandate
• David E. Shulenburger, The Research University Imperative to Distribute Scholarly Research
• R. Michael Tanner, Disruptive Transformations and Open Access
• Tyler O. Walters, Advancing Open Access through Digital Services
• David Eltis, Voyages: The Trans-Atlantic Slave Trade Database—A Case Study in Transitioning to Open Access
• Dwayne K. Buttler, Copyright and Publication Agreements: Who Owns Your Work?
• Heather Joseph, Is Open Access becoming the "New Normal"?
• Sanford G. Thatcher, What University Presses Think about Open Access
• Karen Hunter, Open Access from a Journal Publisher's Perspective
• Deborah Kahn, Open Access Publishing: Benefits, Challenges and Experiences

The UNT Open Access Policy Committee has released its draft "University of North Texas Policy on Open Access to Scholarly Works."

Here's an excerpt:

In support of long-term stewardship and preservation of UNT faculty members’ scholarly works in digital form, the UNT community members agree to the following:

• Each UNT community member deposits a final version of his/her scholarly works in to which he or she made substantial intellectual contributions in the UNT Libraries Scholarly Works repository.
• Some scholarly works may have access constraints that limit or preclude access to individual works.
• The Provost’s Designate will work with community members who deposit works into repository to ensure an appropriate level of access to individual scholarly works.
• UNT Libraries will be responsible for the secure storage (including appropriate access constraints), stewardship, and preservation of all deposited scholarly works.

In support of greater access to scholarly works, the UNT community members agree to the following for peer-reviewed, accepted-for-publication, journal articles:

• Immediate Deposit: Each UNT community member deposits an electronic copy of his/her final edited version after peer review and acceptance of each article, no later than the date of its publication. Deposit is made into the UNT Libraries Scholarly Works repository. The author is encouraged to make the deposit available to the public by setting access to the deposit as Open Access Immediately Upon Deposit.
• Optional Delayed Open Access: Upon express direction by a UNT community member for an individual article, the Provost or Provost’s designate will adjust the Open Access Immediately Upon Deposit requirement to align with publishers’ policies regarding open access of self-archived works or the wishes of the community member
• Licensing: Where not prohibited by a publisher, each UNT community member grants to UNT permission to make scholarly peer-reviewed journal articles to which he or she made substantial intellectual contributions publicly available in the UNT Libraries Scholarly Works repository for the purpose of open dissemination. Each UNT community member grants to UNT a nonexclusive, irrevocable, worldwide license to exercise any and all rights under copyright relating to his or her scholarly articles, in any medium, and to authorize others to do so, provided that the articles are not sold. The Provost or Provost's designate will waive application of the license for a particular article upon express direction by a community member.
• Who Deposits: In the case of multiple authors from multiple institutions, where a UNT community member has made substantial intellectual contributions to the article, the UNT community member will deposit a copy of the article. In the case of multiple UNT authors, and where the lead author is from UNT, the lead author (or designate) will deposit a copy of the article.

To ensure this policy is effective, the following apply:

• The Provost’s office will be responsible for interpreting this policy, resolving disputes concerning its application, and recommending changes as necessary.
• This policy will be reviewed by the Faculty Senate, in concert with the Provost’s office, every three years, and a report presented to the Faculty Senate.

The University of North Texas is preparing an open access policy for consideration by faculty. To facilitate this initiative, UNT "will become the first public university in the state to begin a focused discussion on an open access policy" when it hosts an Open Access Symposium in May. The Symposium "is intended to move UNT and other academic institutions in Texas forward in consideration of institutional open access policies."

Here's an excerpt from the press release:

Sponsored by UNT's Office of the Provost and Vice President for Academic Affairs, the College of Information and UNT Libraries, the symposium may be the catalyst to position UNT as a state leader in open access, said Dr. Martin Halbert, dean of the UNT Libraries.

Before becoming the dean last fall, Halbert was director of digital innovations for the libraries at Emory University in Atlanta, where the Faculty Council approved a motion last year to allow the Library Policy Committee and Center for Faculty Development and Excellence to embark on a series of open access conversations with faculty groups before developing an open access/rights retention policy for the university. . . .

Organizers of the Open Access Symposium said they hope that the draft of an open access policy for UNT, which will be written by a committee created by the Provost and Vice President for Academic Affairs, will be ready for campuswide discussions soon. The policy will draw from policies already adopted by other universities, including Harvard University, the Massachusetts Institute of Technology and the University of Kansas.

Trinity University in San Antonio, Texas has adopted an open access policy.

Here's an excerpt from the press release:

Trinity University's faculty members today endorsed a measure to allow them to bypass some publication restrictions while sharing their scholarly research with the broader academic community.

Trinity becomes the first small, primarily undergraduate liberal arts institution to pass such a measure, known as Open Access. To date, the only U.S. universities to implement such policies are Harvard, Massachusetts Institute of Technology, Stanford University, and the University of Kansas. Diane Graves, Trinity University Librarian, professor, and chair of the Faculty Senate, said she hoped the Trinity model would be emulated by others in higher education.

"Members of Trinity's faculty have been studying imbalances in the scholarly communication system for several years now," Professor Graves said. "I am proud that the faculty as a whole came together to support change toward a more sustainable and equitable model for access to their scholarly output. My hope is that other institutions will see the broad range of universities that have taken this action – from Harvard, to the University of Kansas, to Trinity – and choose to join us." . . .

The new Open Access policy also would enable Trinity professors to post the author's version of the article in a freely-accessible digital repository. Such a repository already exists as part of the Liberal Arts Scholarly Repository, a collaboration among Trinity and other private liberal arts colleges, including Carleton College, Bucknell University, Grinnell College, University of Richmond, St. Lawrence University, and Whitman College. . . .

Trinity's Faculty Senate approved the proposal in late September. The vote by the full faculty on Friday, Oct. 23 was taken at an assembly during International Open Access Week.

Martin Halbert, Director for Digital Innovations at the Emory University Libraries, has been named Dean of Libraries at the University of North Texas Libraries. Halbert will also have a joint appointment as an associate professor in the UNT College of Information. UNT was recently named as one of the "Up-and-coming National Universities" by U.S. News & World Report in its "Best Colleges 2010" issue.

Halbert is widely known for his innovative work in the MetaScholar Initiative and, more recently, the MetaArchive Cooperative.

He has co-edited The Information Commons: A Field Guide, edited or co-edited several proceedings, and authored or coauthored a number of papers on digital library topics, including "Combined Searching of Web and OAI Digital Library Resources," "Digital Library Federation (DLF) Aquifer Project," "Findings from the Mellon Metadata Harvesting Initiative," "Integrating ETD Services into Campus Institutional Repository Infrastructures Using Fedora," "Lessons from the Information Commons Frontier," "An Initial Evaluation of Automated Organization for Digital Library Browsing," "The MetaArchive Cooperative: A Collaborative Approach to Distributed Digital Preservation," and "The Metascholar Initiative: AmericanSouth.Org and MetaArchive.Org."

He holds a Ph.D. from Emory University, where his dissertation was on "New Models for Research Libraries in the Digital Age" (excerpt). He also holds an M.L.I.S. from the University of Texas and a B.A. from Rice University.

Here's an excerpt from the press release:

Halbert replaces Dr. B. Donald Grose, who retired from the dean position in July after serving 21 years with the UNT Libraries. Dr. Judith Forney, dean of UNT's School of Merchandising and Hospitality Management, will continue as interim dean of the libraries until Halbert arrives at UNT.

In his position with Emory University Libraries, Halbert has served as the principal investigator for digital library services and research projects totaling $6.1 million, including the Transatlantic Slave Trade Voyages and Origins projects, which offer comprehensive access to primary data from four centuries of the transatlantic slave trade. Halbert is also president of MetaArchive Cooperative, an international consortium of research libraries and institutes that preserve digital archives in partnership with the Library of Congress, as part of the National Digital Information Infrastructure and Preservation Program.

"Dr. Halbert's strengths lie in digital library services, innovative ideas, strategic planning and management of multiple libraries on one university campus," said Dr. Wendy K. Wilkins, UNT provost and vice president for academic affairs. "We are delighted that he also has a national reputation among funding agencies and leading digital and technological library organizations, and we look forward to welcoming him to UNT."

Halbert, a native of Houston, said the UNT Libraries' national reputation as a leader in digital projects and services attracted him to the university.

"Libraries are changing with the times, and UNT is at the forefront of that. I am looking forward to being part of the growth of the UNT Libraries, and I'm delighted to be part of the UNT community," he said. "I'm also happy to be returning to Texas, where I grew up."

At Emory, Halbert is an adjunct professor in the Graduate Institute of Liberal Arts, where he developed a doctoral certificate in digital scholarship and new media, an interdisciplinary credential that provides graduate students with expertise in new forms of research and publication using digital media.

He is also the principal investigator of the Librarians for the Digital Age Master of Library Science program for north Georgia, a partnership with UNT's College of Information and the Atlanta University Center, a consortium of four historically African-American colleges in the city.

In Librarians for the Digital Age, 60 students from north Georgia are earning master of library science degrees, with courses taught by UNT faculty members in four-day institutes and online. The students began the program in the fall of 2008 and are scheduled to graduate in September 2010.

"The students are excited about being part of a premiere program like the UNT College of Information," Halbert said. "The program is intended to provide a robust next generation of librarians from diverse backgrounds who will be well prepared for the evolving roles of information professionals in the digital age. It has exceeded all of our expectations and goals."

Before being named to his current position with Emory University Libraries in February 2007, Halbert was the libraries' director for digital programs and systems for 11 years. He was also head of networked systems for libraries and head of the Computing Resources Library at Rice University, taking a semester off from Rice in 1994 to work for the U.S. Information Agency in Tartu, Estonia as an American Library Association fellow, advising the national university library in automation planning.

Since 2001, Halbert has successfully applied for many grants for collaborative projects, receiving funding from the Andrew W. Mellon Foundation, Institute of Museum and Library Services, National Digital Information Infrastructure and Preservation Program, National Endowment for the Humanities, National Historic Publications and Records Commission and National Science Foundation.

He has served the National Science Digital Library, the U.S. leading online library for education and research in science, technology and mathematics, as chair and vice chair of the policy committee, co-chair of the technology standing committee and a member of the planning committee. He was chair of both the Emerging Technologies Interest Group and the Digital Library Technologies Interest Group for the Library and Information Technology Association, a division of the American Library Association, and has served as a grant reviewer for the National Science Foundation and Institute of Museum and Library Services.

The Texas Attorney General has ruled that the University of Texas’ contracts with Elsevier and Springer must be released to Paul Courant, Ted Bergstrom, and Preston McAfee (these researchers run the Big Deal Contract Project).

Here's the ruling (also see the PDF version):

Texas Attorney General Ruling

Read more about it at "Texas Attorney General Orders ‘Big Deal’ Bundle Contracts Released."