"Open Book Futures InfoHub Scoping Report"


One of the deliverables of Copim’s Open Book Futures project is to establish a ‘knowledge base’ (or equivalent) to provide comprehensive resources on alternative funding models and modes of publishing, acquiring and archiving open access books, alongside new training and guidance on archiving and preservation best practice. The deliverable states that we will (a) develop resources for stakeholders, (b) consolidate existing resources, (c) promote business models best practice, and (d) showcase project work on metadata, experimental publishing and archiving. By providing a comprehensive tool suite of resources we will accelerate outreach to libraries, publishers, academics and the wider public, to advocate for, advise on and encourage open access publishing and initiatives.

This scoping report is the first step in this process. Drawing on the myriad of resources we know exist (produced within and outside the OBF project), it presents an overview of existing assets and guidance for OA book publishing, a gap analysis, and our initial recommendations for the OBF working group to consider, all of which will be used to scope the direction and final format of the ‘knowledge base’.

https://tinyurl.com/2xv52u6b

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"Research Assessment Systems and the Effects of Publication Language: Manifestations in the Directory of Open Access Books"


Research assessment is a major driver of research behavior. The current emphasis on journal citations in a limited number of journals with an English focus has multiple effects. The need to publish in English even when it is not the local language affects the type of research undertaken and further consolidates the Global North-centric view or scientific approach. The bibliometric databases on which assessments of universities and journals are based are owned by two large corporate organizations, and this concentration of the market has in turn concentrated the research environment. Open infrastructure offers an alternative option for the research endeavor. The OAPEN online open access library and the Directory of Open Access Books form part of this infrastructure and we consider the pattern of languages present in the directories over time.

https://doi.org/10.3998/jep.4847

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"CDL Decision Round Two: The Good, the Bad, and the Ugly and Why There is Still Hope OR The Reports of CDL’s Death Have Been Greatly Exaggerated"


Let me be unequivocal: libraries do not need a license to loan books, whether physical or digital. Lending legally acquired books is not illegal. Libraries are entitled to share these works, with no obligation to enter into licensing agreements or contracts beforehand. Furthermore, libraries—and their patrons—are legally permitted to make various uses of these works, including interlibrary loan, reserves, preservation, and fair use, all without needing permission from rightsholders.

This is because various exceptions in the law, including Section 108 for Libraries and Archives, ad Section 109 known as the first sale doctrine. We know that Section 109 preserves the balance between rightsholders and libraries. When a library purchases a book, it has the right to loan that work freely, without requiring additional permissions or payments to the copyright holder. A digitized version of a legally acquired book simply replaces the physical copy, not an unpurchased one in the marketplace. Any “market harm” is already factored into the initial sale, for which both the authors and publishers have been compensated.

https://tinyurl.com/3exh96bu

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"eBooks, Interlibrary Loan and an Uncertain Future"


Important advancements are underway, but ILL for ebooks is hampered by restrictive licensing models, resource sharing systems, and current practices. This study provides an environmental scan of the current acquisitions and ILL practices of academic libraries. This paper guides academic libraries through these conversations so that they can support the borrowing and lending of ebooks into the future.

https://doi.org/10.1080/0361526X.2024.2391735

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

"Internet Archive Forced to Remove 500,000 Books after Publishers’ Court Win"


As a result of book publishers successfully suing the Internet Archive (IA) last year, the free online library that strives to keep growing online access to books recently shrank by about 500,000 titles. . . .

To restore access, IA is now appealing, hoping to reverse the prior court’s decision by convincing the US Court of Appeals in the Second Circuit that IA’s controlled digital lending of its physical books should be considered fair use under copyright law. An April court filing shows that IA intends to argue that the publishers have no evidence that the e-book market has been harmed by the open library’s lending, and copyright law is better served by allowing IA’s lending than by preventing it. . . ./p>

Freeland [Chris Freeland, IA’s director of library service] told Ars it could take months or even more than a year before a decision is reached in the case.

While IA fights to end the injunction, its other library services continue growing, IA has said. IA "may still digitize books for preservation purposes" and "provide access to our digital collections" through interlibrary loan and other means. IA can also continue lending out-of-print and public domain books.

https://tinyurl.com/47aws7z7

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| Open Access Works |
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"More Readers in More Places: The Benefits of Open Access for Scholarly Books"


Open access to scholarly contents has grown substantially in recent years. This includes the number of books published open access online. However, there is limited study on how usage patterns (via downloads, citations and web visibility) of these books may differ from their closed counterparts. Such information is not only important for book publishers, but also for researchers in disciplines where books are the norm. This article reports on findings from comparing samples of books published by Springer Nature to shed light on differences in usage patterns across open access and closed books. The study includes a selection of 281 open access books and a sample of 3,653 closed books (drawn from 21,059 closed books using stratified random sampling). The books are stratified by combinations of book type, discipline and year of publication to enable likewise comparisons within each stratum and to maximize statistical power of the sample. The results show higher geographic diversity of usage, higher numbers of downloads and more citations for open access books across all strata. Importantly, open access books have increased access and usage for traditionally underserved populations.

https://doi.org/10.1629/uksg.558

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

"MIT Press releases Direct to Open (D2O) Impact Report"


The MIT Press announces the release of a report on its Direct to Open (D2O) program detailing the impact that it has had in its first three years. Launched in 2021, D2O is a sustainable framework for open access monographs that shifts publishing from a solely market-based, purchase model where individuals and libraries buy single eBooks, to a collaborative, library-supported open access model. . . .

To date, D2O has funded 240 books: 159 in the Humanities and Social Sciences (HSS), and 81 in Science, Technology, Engineering, Art/Design, and Mathematics (STEAM). The data show that, on average, open access HSS books in the program are used 3.75 times more and receive 21% more citations than their paywalled counterparts. Open access books in STEAM fields are used 2.67 times more and receive 15% more citations than their non-open counterparts, on average. . . .

At a time when average print runs for academic monographs are often in the low hundreds, books in the D2O program are reaching larger audiences online than ever before—averaging 3,061 downloads per title and bringing important scholarship to international audiences.

https://tinyurl.com/4cwet48f

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| Open Access Works |
| Digital Scholarship |

Open Access Projects in Europe: From a General Perspective to Monographs and Ebooks


The development of policies in favour of open science and the transformation of publication channels for academic literature and research produced with public funding by researchers and authors in higher education, combined with technological and financial developments in open access models for scholarly publication and the interest shown by funders for a long time in journals and articles and more recently in monographs and textbooks, continue to reshape the face of academic publication.

Cécile Swiatek Cassafieres, a member of the Executive Board of the Association of European Research Libraries (LIBEReurope.org), will provide a general overview of the main European trends, initiatives and projects in this area, focusing on the diamond model and its current prospects, before addressing the case of ‘books’ in open access, from the angle of monographs on the one hand, and textbooks on the other. A presentation of LIBER’s own initiatives will illustrate the Association of European Research Libraries’ support for such developments.

https://doi.org/10.5281/zenodo.11149567

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"Launch of UPLOpen.com: Revolutionizing Access to Open Knowledge and Empowering Global Sustainability Goals"


In an ambitious move to democratize access to scholarly knowledge and advance the United Nations Sustainable Development Goals (UN SDGs), the De Gruyter eBound Foundation is thrilled to unveil UPLOpen.com, a product of University Press Library Open (UPLO), an innovative website that curates high-quality, open access scholarship from the world’s leading university presses. . . .

At launch, UPLOpen.com proudly hosts more than 350 open access books from over thirty university presses, including two landmark collections: Luminos, from the University of California Press, and TOME (Toward an Open Monograph Ecosystem), a pilot project of the Association of American Universities (AAU), Association of Research Libraries (ARL), and Association of University Presses (AUPresses), which concluded in 2022 but continues to release new titles. By mid-2024, the number of titles hosted on UPLOpen.com is expected to exceed 2,500, with further plans for significant growth already in motion for 2025 and beyond.

https://tinyurl.com/5ftcmx2p

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| Open Access Works |
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"Towards a Books Data Commons for AI Training"


This white paper describes ways of building a books data commons: a responsibly designed, broadly accessible data set of digitized books to be used in training AI models. This report, written in partnership with Creative Commons and Proteus Strategies, is based on a series of workshops that brought together practitioners building AI models, legal and policy scholars, and experts working with collections of digitized books.

In the paper, we first explain why books matter for AI training and how broader access could be beneficial. We then summarize two tracks that might be considered for developing such a resource, highlighting existing projects that help foreground the potential challenges. One track relies on public domain and permissively licensed books, while the other depends on exceptions to copyright to enable training on in-copyright books. The report also presents several key design choices and next steps that could advance further development of this approach.

https://tinyurl.com/2fu47552

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| Open Access Works |
| Digital Scholarship |

"[AAP] Publishers File Brief Opposing Internet Archive Appeal of Loss"


Controlled digital lending is a frontal assault on the foundational copyright principle that rightsholders exclusively control the terms of sale for every different format of their work — a principle that has spawned the broad diversity in formats of books, movies, television and music that consumers enjoy today.

"[T]here is no resemblance between IA’s conversion of millions of print books into ebooks and the historical practice of lending print books. Nor does IA’s distribution of ebooks without paying authors and their publishers a dime conform with the modern practices of libraries, which acquire licenses to lend ebooks to their local communities and enjoy the benefits of digital distribution lawfully."

The Internet Archive ("IA") operates a mass-digitization enterprise in which it copies millions of complete, in-copyright print books and distributes the resulting bootleg ebooks from its website to anyone in the world for free. Granting summary judgment, the District Court properly held that IA’s infringement is not saved by fair use as each of the four factors weighs against IA under longstanding case law.

https://tinyurl.com/5ah5vx3x

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| Open Access Works |
| Digital Scholarship |

"Supporting Open Access Monographs: Penn State University Libraries’ Participation in the TOME Initiative"


In 2017, Penn State pledged to participate in the then newly established Toward an Open Monograph Ecosystem (TOME) Initiative. TOME was launched by the Association of American Universities (AAU), the Association of Research Libraries (ARL), and the Association of University Presses (AUPresses) as a five-year pilot with two main types of participants: colleges and universities and university presses. Penn State was one of the first universities to commit funds to participate in TOME, which was designed to support peer-reviewed, open access monographs in the humanities and social sciences. Each participating university committed $225,000 total for the five-year pilot, split out into $45,000 per academic year to support three grants of $15,000 per monograph. This number was established based on the recommendation from the Ithaka S+R Report "The Costs of Publishing Monographs."

https://doi.org/10.5860/crln.85.3.66

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"E-book Acceptance by First-Year Undergraduate Students: A Longitudinal Examination and Implications for Library Researchers"


The frequency of electronic book usage by students, according to the research described here, appears fairly positive. On a six-level scale, ranging from 1 (I don’t use it at all) to 6 (I use it several times a week), the average score was 3.27, and the most frequent response, was "Use several times a month" (n = 84, 28 %). This suggests that, on average, students tend to use e-books approximately once or twice a month.

https://doi.org/10.1016/j.acalib.2024.102847

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"MIT Press’s Direct to Open Reaches Annual Funding Goal, Opens Access to Full List of 2024 Monographs"


Now in its third year of operation, Direct to Open (D2O) is proud to announce that it has reached its full funding goal in 2024 and will open access to 79 new monographs and edited book collections this year. What makes this year noteworthy is that this is the first year in which D2O has been fully funded by its November 30 deadline and will not require an extension through the end of the fiscal year.

http://tinyurl.com/4phkat8x

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"UKRI [UK Research and Innovation] Monograph Open Access Policy Coming Soon: Here’s What You Need to Know"


The core requirements are:

  • The final Version of Record or Author’s Accepted Manuscript must be free to view and download via an online publication platform, publisher’s website, or institutional or subject repository within a maximum of 12 months of publication
  • The OA version of the publication must have a Creative Commons licence, with an Open Government Licence (OGL) also permitted.
  • Images, illustrations, tables and other supporting content should be included in the OA version where possible (third-party materials DO NOT require a CC licence)….

The UKRI allocates £8 billion of taxpayers’ money annually to support research and innovation.

https://tinyurl.com/mrxrna84

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| Open Access Works |
| Digital Scholarship |

"Digitization and the Market for Physical Works: Evidence from the Google Books Project"


We study the impact of the Google Books digitization project on the market for physical books. We find that digitization significantly boosts the demand for physical versions and provide evidence for the discovery channel. Moreover, digitization allows independent publishers to introduce new editions for existing books, further increasing sales.

https://tinyurl.com/2pbuzty2

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| Open Access Works |
| Digital Scholarship |

"Measured in a Context: Making Sense of Open Access Book Data"


Open access (OA) book platforms, such as JSTOR, OAPEN Library or Google Books, have been available for over a decade. Each platform shows usage data, but this results in confusion about how well an individual book is performing overall. Even within one platform, there are considerable usage differences between subjects and languages. Some context is therefore necessary to make sense of OA books usage data. A possible solution is a new metric — the Transparent Open Access Normalized Index (TOANI) score. It is designed to provide a simple answer to the question of how well an individual open access book or chapter is performing. The transparency is based on clear rules, and by making all of the data used visible. The data is normalized, using a common scale for the complete collection of an open access book platform and, to keep the level of complexity as low as possible, the score is based on a simple metric. As a proof of the concept, the usage of over 18,000 open access books and chapters in the OAPEN Library has been analysed, to determine whether each individual title has performed as well as can be expected compared to similar titles.

https://doi.org/10.1629/uksg.627

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| Digital Scholarship |

"An Open Book: Launching a Library-Based Open Access Books Hosting Service"


Edinburgh University Library launched a journal hosting service in 2009, initially to support two journals. The service has since grown into a portfolio of 19 journals and a handful of conference proceedings. The purpose of this case study is to review the 2021 launch of our book hosting service and our service rebrand to Edinburgh Diamond, looking at the reasons for launching, the timeline and challenges, and offering recommendations for those wishing to launch their own service.

https://doi.org/10.53377/lq.13745

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

Paywall: "Digital Ownership: The Case of E-books"


This paper presents the results of an empirical research study that used an online survey to examine e-book consumers’ perspectives on digital ownership and digital rights. The study revealed that while most participants value and desire ownership rights, certain conventional ownership rights, such as reselling, gifting, and lending, are deemed less significant and can be relinquished by consumers due to cost-related factors. Furthermore, contrary to prevailing assumptions, the study found no discernible generational gap concerning people’s perceptions of digital ownership rights.

https://doi.org/10.1002/pra2.807

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| Open Access Works |
| Digital Scholarship |

"Springer Nature and Authors Successfully Use Generative AI to Publish Academic Book"


As part of an innovative experiment, Springer Nature has become the first publisher to create a whole new academic book by empowering authors to use GPT as part of the integrated workflow. Developed during a —Hack Day— in the Spring which brought together authors, editors and experts from across Springer Nature, the German-language book Einsatzmöglichkeiten von GPT in Finance, Compliance und Audit (Applications of GPT in finance, compliance and audit) has now been published. It took less than five months from inception to publication — about half the time normally taken. . . .

The process was as follows:

  1. Working simultaneously on six screens, the team defined commands which GPT then executed chapter by chapter to create the first version of the manuscript
  2. At each stage of the process, the content generated by the Large Language Model (LLM) was reviewed by the authors, who then asked the machine to adapt the text
  3. This "prompt ping pong" ensured that the knowledge expertise of the authors renowned in their field was combined with the language expertise of the LLM
  4. After the Hack Day, the authors and Springer Nature’s editorial team further checked, corrected and supplemented the text
  5. The team then linked the relevant data sources to ensure proper attribution

https://tinyurl.com/4x7nvvks

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"JSTOR releasing First 100 Path to Open Books"


Launched as a pilot in January 2023, Path to Open is a delayed open access model where new books are made available to supporting libraries upon publication and become open access after three years. Thirty-seven university presses have joined the initiative along with over sixty academic libraries, including consortia like the Big Ten Academic Alliance who are looking to develop sustainable open access solutions. . . .

JSTOR recently released forty-three of the first 100 Path to Open titles. These books, all peer-reviewed, were selected by the participating university presses and JSTOR, and explore topics in thirty-six subjects like Public Health, Religion, Education, Communications, Literature, Conflict Resolution, and Film Studies.

https://tinyurl.com/2p92439j

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

Ithaka S+R: Print Revenue and Open Access Monographs: A University Press Study


Key Insights

  • OA titles can generate significant print revenue. While there may be some tradeoff between OA editions and print sales, publishers can produce print sales revenue from their OA lists. Publishers may wish to take such revenue into account in considering business models for OA publication today.
  • OA titles can generate meaningful digital revenue. When made available through consumer channels such as Kindle, ebooks that are available openly on other platforms can in parallel generate meaningful consumer sales. Publishers may benefit from giving focused consideration specific to OA monographs to their pricing and windowing tactics for such channels.
  • Outliers are essential. A small number of OA titles sell particularly well, just as is historically the case in traditional monograph sales models. Publishers bearing this in mind will be thinking in terms of the sustainability and growth of their lists overall rather than each title individually.
  • Titles with both hard and soft cover formats generate the most revenue. This may be the result of format choices publishers based on market forecasting, so from our data we cannot be sure that there is a causal relationship. Still, publishers may wish to give additional attention to their format strategy for OA books.
  • Sales vary widely by field. History, arts, and humanities saw lower unit sales while social sciences saw higher unit sales and STEM fields saw the greatest. Publishers may need to pursue different sustainability models for OA books based on their field.
  • An opportunity to increase print sales? There is currently significant friction for users in navigating from digital to print editions. Publishers and digital distribution platforms should work together to create a more seamless reader experience from digital discoverability of and engagement with the OA version to potential print sales.

https://doi.org/10.18665/sr.319642

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

"Internet Archive Appeals Loss in Library Ebook Lawsuit"


The Internet Archive announced today that it has appealed its loss in a major ebook copyright case. A notice indicates that it’s filed with the Second Circuit Court of Appeals in Hachette v. Internet Archive, a publishing industry lawsuit over the nonprofit group’s Open Library program. . . .

Court documents indicate the Internet Archive is still preparing its response to the lawsuit by UMG and other record labels; a pretrial conference in that case is currently scheduled for October.

https://tinyurl.com/ysp8m558

"Finding the Right Platform: A Crosswalk of Academy-Owned and Open-Source Digital Publishing Platforms"


A key responsibility for many library publishers is to collaborate with authors to determine the best mechanisms for sharing and publishing research. Librarians are often asked to assist with a wide range of research outputs and publication types, including eBooks, digital humanities (DH) projects, scholarly journals, archival and thematic collections, and community projects. These projects can exist on a variety of platforms both for profit and academy owned. Additionally, over the past decade, more and more academy owned platforms have been created to support both library publishing programs. Library publishers who wish to emphasize open access and open-source publishing can feel overwhelmed by the proliferation of available academy-owned or -affiliated publishing platforms. For many of these platforms, documentation exists but can be difficult to locate and interpret. While experienced users can usually find and evaluate the available resources for a particular platform, this kind of documentation is often less useful to authors and librarians who are just starting a new publishing project and want to determine if a given platform will work for them. Because of the challenges involved in identifying and evaluating the various platforms, we created this comparative crosswalk to help library publishers (and potentially authors) determine which platforms are right for their services and authors’ needs.

https://hcommons.org/deposits/item/hc:59231/

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

Paywall: "A Study on Copyright Issues of Different Controlled Digital Lending (CDL) Modes"


The paper will explore CDL modes by combing CDL practices and programs from research papers and official website documents of different library organizations. Then, based on legal frameworks of CDL in the US, Canada and the UK which are summarized, copyright issues of CDL modes are analyzed from perspectives of implementing institution, service resources, and usage mode. Finally, some copyright recommendations for sustainable development of CDL are proposed.

https://doi.org/10.1177/09610006231190654

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| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |