Digital Image Collections and Services, SPEC Kit 335

ARL has released Digital Image Collections and Services, SPEC Kit 335.

Here's an excerpt from the announcement:

ARL has published Digital Image Collections and Services, SPEC Kit 335, which examines how research libraries and their parent institutions have responded to the transition from analog to digital images and the growth of digital images available from commercial vendors and/or created within institutions or their libraries. The survey gathers information about current practices relating to the development and management of institutional digital image collections and the acquisition and use of licensed image databases.

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"Text & Data Mining—A Librarian Overview"

IFLA has released "Text & Data Mining—A Librarian Overview" by Ann Okerson.

Here's an excerpt:

Text and data mining offers exciting research opportunities over a broad range of fields. . . .

This paper reviews some of the possibilities for such work and outlines the challenges and the way ahead for librarians. One challenge lies in the terms by which data sets are licensed and made available to academic and other users; librarians need to be proactive in ensuring that these terms are favorable for the kind of use researchers will need and that the resources themselves are available in a format that allows innovative mining-based research. Another challenge is the need to support users who wish to engage in text and data mining with limited experience, especially when they approach data sets made available through library resources. Librarians should develop the expertise to support their users by making data resources available to them on favorable terms and supporting their mining efforts.

Digital Scholarship | Digital Scholarship Publications Overview | Sitemap

"How Institutionalized Are Model License Use Terms? An Analysis of E-Journal License Use Rights Clauses from 2000 to 2009"

Kristin R. Eschenfelder, Tien-I Tsai, Xiaohua Zhu and Brenton Stewart have published "How Institutionalized Are Model License Use Terms? An Analysis of E-Journal License Use Rights Clauses from 2000 to 2009" in the latest issue of College & Research Libraries.

Here's an excerpt:

This paper explored the degree to which use terms proposed by model licenses have become institutionalized across different publishers' licenses. It examined model license use terms in four areas: downloading, scholarly sharing, interlibrary loan, and electronic reserves. Data collection and analysis involved content analysis of 224 electronic journal licenses spanning 2000-2009. Analysis examined how use terms changed over time, differences between consortia and site license use terms and differences between commercial and noncommercial publisher license use terms. Results suggest that some model license use terms have become institutionalized while others have not. Use terms with higher institutionalization included: allowing ILL, permitting secure e-transmission for ILL, allowing e-reserves with no special permissions, and not requiring deletion of e-reserves files. Scholarly sharing showed lower institutionalization with most publishers not including scholarly sharing allowances. Other use terms showing low institutionalization included: recommendations to avoid printing requirements related to ILL and recommendations to allow hyperlinks for e-reserves. The results provide insight into the range of use terms commonly employed in e-journal licenses.

Digital Scholarship | Digital Scholarship Publications Overview | Sitemap

"Unintended Consequences: New Materialist Perspectives on Library Technologies and the Digital Record"

portal: Libraries and the Academy has released an e-print of "Unintended Consequences: New Materialist Perspectives on Library Technologies and the Digital Record" by Marlene Manoff.

Here's an excerpt:

Digital technology has irrevocably altered the nature of the archive. Drawing on materialist critiques and the evolving field of media archaeology, this essay explores new strategies for understanding the implications of computer networks in libraries. Although a significant portion of the contemporary literature within Library and Information Science (LIS) addresses issues of technological change, the materialist and multidisciplinary approaches proposed here provide a theoretical basis for investigating the current state of library technologies in new ways. These methods provide insight into the proliferation of digital products and the cycles of platform adoption and replacement that have marked the past decades of library development. They also help to reframe questions about content aggregation and the licensing of digital scholarship.

Digital Scholarship | Digital Scholarship Publications Overview | Sitemap

"A Pilot Using OverDrive: E-lending in Academic Law Libraries"

Nina E. Scholtz has published "A Pilot Using OverDrive: E-lending in Academic Law Libraries" in the latest issue of AALL Spectrum.

Here's an excerpt:

With these increasing signs of a strong future for e-books, and possibly for e-lending as well, in spring 2012 Cornell University Law Library decided to pilot OverDrive for the Cornell Law School community. . . .

Exploring the future of e-book lending was a natural fit for us. And by embarking on a pilot of the OverDrive service, we could test the waters of e-lending in a cost-efficient way that would not be prohibitive in terms of staff time and library resources. The service would allow us to see specifically how our users would respond to an e-lending program. The library had already successfully introduced a popular small-print reading collection. Trying out an online component to this simple but well-liked outreach program seemed like a logical progression. With these thoughts in mind, in June 2012 we signed a contract with OverDrive for a one-year pilot period.

| Digital Scholarship | Digital Scholarship Publications Overview | Sitemap |

The Thinkpiece "Libraries, eLending, and the Future of Public Access to Digital Content"

IFLA has released The Thinkpiece "Libraries, eLending, and the Future of Public Access to Digital Content".

Here's an excerpt:

In October 2012 IFLA therefore commissioned an independent consultant, Civic Agenda, to prepare a 'thinkpiece' to inform discussion at a meeting of experts from the library and publishing sector. This meeting took place over three days at IFLA Headquarters in The Hague in November 2012. The thinkpiece was the starting point for discussions on desirable characteristics for public access models for library digital content, library user expectations' regarding eBooks, and the relationship between libraries and publishers in the eBook age. During the meeting participants focused on the role of copyright, licensing and legislation in access to digital content like eBooks, as well as reviewing advocacy campaigns and the potential for IFLA as an advocate for library access to eBooks.

| Scholarly Electronic Publishing Bibliography 2010 ( paperback and PDF file; over 3,800 entries) | Digital Scholarship |

"Open Access, Library and Publisher Competition, and the Evolution of General Commerce"

Andrew Odlyzko has self-archived "Open Access, Library and Publisher Competition, and the Evolution of General Commerce."

Here's an excerpt:

Discussions of the economics of scholarly communication are usually devoted to Open Access, rising journal prices, publisher profits, and boycotts. That ignores what seems a much more important development in this market. Publishers, through the oft-reviled "Big Deal" packages, are providing much greater and more egalitarian access to the journal literature, an approximation to true Open Access. In the process they are also marginalizing libraries, and obtaining a greater share of the resources going into scholarly communication. This is enabling a continuation of publisher profits as well as of what for decades has been called "unsustainable journal price escalation." It is also inhibiting the spread of Open Access, and potentially leading to an oligopoly of publishers controlling distribution through large-scale licensing.

| Transforming Scholarly Publishing through Open Access: A Bibliography (paperback, PDF file, and XHTML website; over 1,100 entries) | Digital Scholarship |

EBook Business Models: A Scorecard for Public Libraries

ALA's Digital Content and Libraries Working Group has released EBook Business Models: A Scorecard for Public Libraries.

Here's an excerpt:

The Digital Content & Libraries Working Group (DCWG) began documenting and describing attributes of various licensing arrangements libraries may have with publishers in the August 2012 report Ebook Business Models for Public Libraries. Now we are pleased to share The Ebook Business Model Scorecard, which more fully examines the variables often seen in ebook license agreements or contracts. At the same time, the variables, when considered as a whole, can help libraries conceptualize licenses holistically instead of fixating on one aspect of a contract in isolation.

| Google Books Bibliography (XHTML website; over 320 entries) | Digital Scholarship |

"The State of Large-Publisher Bundles in 2012"

ARL has released a pre-publication version of "The State of Large-Publisher Bundles in 2012."

Here's an excerpt from the announcement:

In this article, authors Karla Strieb and Julia Blixrud report on the results of a recent survey of journal licenses in ARL member libraries. The authors conclude that there are "ongoing strains in libraries' relationships with publishers and in their ability to maintain electronic journal bundles in difficult financial times." They found that journal collections have become smaller and more tailored, and that stronger licensing language is needed in the clauses that are most important to research libraries. The authors note that licenses need to allow libraries to: make new uses of the licensed content, share information with peers about licensing terms, and rest assured that licensed content will be available in the future.

| Digital Scholarship's Digital/Print Books | Digital Scholarship |

Canadian Research Knowledge Network Will Cancel National License Agreement with American Chemical Society

The Canadian Research Knowledge Network will cancel a national license agreement for the American Chemical Society's Web Editions and Legacy Archives products.

Here's an excerpt from the press release:

Termination of the CRKN-ACS license will take effect at the end of 2013, at which time participating libraries may choose to contract directly with ACS or implement alternate arrangements. . . .

Under ACS's new pricing, costs for participant libraries will be determined solely by usage, using the average number of full-text downloads from the most recent three years, and with participating institutions organized into usage bands. Any growth in usage that would move a participating institution into a higher usage band would result in a prohibitive price increase that could double or triple the cost of the ACS content. This pricing regime represents a huge financial risk for those libraries that are most committed to promoting ACS resources, and will penalize those who are most successful in integrating ACS content into new web- and mobile-based discovery and access systems that are used increasingly by university researchers and students.

| Scholarly Electronic Publishing Weblog | Digital Scholarship |

E-books: Developments and Policy Considerations

The OECD has released E-books: Developments and Policy Considerations.

Here's an excerpt:

The essential distinction between permanent and effective ownership of a physical book, and conditional rights of access to the e-book, has, so far, been somewhat obscured by marketing strategies and use of visual images, which tend to present e-books as a superior, but also substitutable, version of the print book product. Given the virtual reality of "traditional books" presented by e-Book platforms, buyers of e-books are likely to confuse their rights (i.e. after purchase) with the property rights model for print books. Users may be surprised to find that they are prevented from doing certain things7 with their e-book, within their private/ personal sphere.

| Reviews of Digital Scholarship Publications | Digital Scholarship |

"Confronting the Crisis in Scientific Publishing: Latency, Licensing and Access"

Jorge L. Contreras has self-archived "Confronting the Crisis in Scientific Publishing: Latency, Licensing and Access" in the American University Washington College of Law Digital Commons.

Here's an excerpt:

In this article, I propose an alternative private ordering solution based on latency values observed in open access stakeholder negotiation settings. Under this proposal, research institutions would collectively develop and adopt publication agreements that do not transfer copyright ownership to publishers, but instead grant publishers a one-year exclusive period in which to publish a work. This limited period of exclusivity should enable the publisher to recoup its costs and a reasonable profit through subscription revenues, while restoring control of the article copyright to the author at the end of the exclusivity period. This balanced approach addresses the needs of both publishers and the scientific community, and would, I believe, avoid many of the challenges faced by existing open access models.

| Digital Scholarship Overview | Digital Scholarship |

"National Licenses and Open Access in Germany"

The Confederation of Open Access Repositories (COAR) has released "National Licenses and Open Access in Germany."

Here's an excerpt:

Over the last years, a number of collaborative negotiations have taken place at a national level in order to push forward on conditions for Open Access within journal license agreements. In 2010, the National Licensing working group of the "Digital Information" initiative in Germany agreed on common guidelines and carried out licensing negotiations for current journals and databases. Special attention was paid to pricing models, archiving and "moving wall" conditions, including a condition for Open Access. The background to and outcomes of these negotiations are described in this paper, with particular emphasis on newly agreed licenses in the Alliance of German Science Organisations framework ("Alliance licenses"). Further contracts are under development.

| 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 |

"How Institutionalized Are Model License Use Terms: An Analysis of E-journal License Use Rights Clauses from 2000-2009"

College & Research Libraries has released "How Institutionalized Are Model License Use Terms: An Analysis of E-journal License Use Rights Clauses from 2000-2009," a preprint by Kristin R. Eschenfelder et al.

Here's an excerpt:

This paper explored the degree to [which] use terms proposed by model licenses have become institutionalized across different publishers' licenses. It examined model license use terms in four areas: downloading, scholarly sharing, interlibrary loan and electronic reserves. Data collection and analysis involved content analysis of 224 electronic journal licenses spanning 2000-2009. Analysis examined how use terms changed over time, differences between consortia and site license use terms and differences between commercial and non-commercial publisher license use terms. Results suggest that some model license use terms have become institutionalized while others have not.

| Scholarly Electronic Publishing Bibliography 2010 | Digital Scholarship |

LYRASIS to License E-resources for ARL Libraries

Under a new agreement, LYRASIS will license e-resources for participating ARL libraries.

Here's an excerpt from the press release:

On November 18, 2011, the Association of Research Libraries (ARL) and LYRASIS signed an agreement designating LYRASIS as an agent to negotiate licenses for online content on behalf of interested ARL member libraries. This is the culmination of an effort that began in 2010 to identify a strategy for ARL to influence the marketplace regarding licensing rights, technical specifications, and business terms to meet the needs of research libraries.

This activity has involved task forces, the Reshaping Scholarly Communication Steering Committee, and the ARL Board. The initial task force drafted a white paper outlining the potential areas of action that ARL could take and content that could be considered, and a second task force developed an RFP that went to prospective agents. The Board approved the recommendations, RFP, and agent decision. The license offerings identified for this initiative will not be exclusive to ARL members, but may include libraries with which they have established licensing relationships.

| Scholarly Electronic Publishing Bibliography 2010 | Digital Scholarship |

A Canadian Museum’s Guide to Developing a Digital Licensing Agreement Strategy

The Canadian Heritage Information Network has released A Canadian Museum's Guide to Developing a Digital Licensing Agreement Strategy.

Here's an excerpt:

This book was written to provide information, from the unique perspective of Canadian museums, on how to develop a digital licensing agreement strategy. This second edition continues along this stream to provide a unique Canadian perspective as museums dive into the global scene of licensing their content. I hope to inform you about legal rights and obligations in licence agreements, creating your licensing agreement strategy, negotiating the best licences to meet your needs, lowering your legal liability when licensing and sharing content, and the variety of licensing arrangements which may be used.

| Digital Scholarship | Digital Scholarship Publications Overview | Digital Curation and Preservation Bibliography 2010 |

Digitisation Audiovisual Materials Heritage Institutions: Models for Licenses and Compensations

Images for the Future has released Digitisation Audiovisual Materials Heritage Institutions: Models for Licenses and Compensations (English summary).

Here's an excerpt from the announcement:

While digitising for preservation purposes has been permitted since 2004 under strict conditions in accordance with Art. 16n of the Dutch Copyright Act, for the reutilisation of digitized material (e.g. on websites or by means of retransmission by radio or television) permission must be sought and obtained from large numbers of rights holders. For large digitisation projects, such as Beelden voor de Toekomst (Images for the Future), this means a rights clearance operation of dizzying proportions. In addition, digitisation projects face great uncertainty with regard to the level of the copyright license fees due. Given this background the Images for the Future consortium has commissioned the Institute for Information Law (hereinafter IViR) to investigate models for licenses and fees for mass digitisation projects.

| Digital Scholarship | Digital Scholarship Publications Overview | Scholarly Electronic Publishing Bibliography 2010 |

Cornell University Library Will Not Sign E-Resources Licenses with Nondisclosure Clauses

The Cornell University Library has adopted a policy of not signing e-resources licenses with nondisclosure clauses.

Here's an excerpt from the policy:

To promote openness and fairness among libraries licensing scholarly resources, Cornell University Library will not enter into vendor contracts that require nondisclosure of pricing information or other information that does not constitute a trade secret. All new and renewed licenses submitted with nondisclosure clauses will not be signed but henceforth will be referred to the Associate University Librarian for Scholarly Resources and Special Collections for further negotiation. . . .

It has become apparent to the library community that the anticompetitive conduct engaged in by some publishing firms is in part a result of the inclusion of nondisclosure agreements in contracts.1 As Robert Darnton recently noted, by "keeping the terms secret, … one library cannot negotiate for cheaper rates by citing an advantage obtained by another library."2 For this reason, the International Coalition of Library Consortia's "Statement of Current Perspective and Preferred Practices for the Selection and Purchase of Electronic Information" states that "Non-disclosure language should not be required for any licensing agreement, particularly language that would preclude library consortia from sharing pricing and other significant terms and conditions with other consortia."3 The more that libraries are able to communicate with one another about vendor offers, the better they are able to weigh the costs and benefits of any individual offer. An open market will result in better licensing terms.

Read more about it at "Cornell U. Library Takes a Stand with Journal Vendors: Prices Will Be Made Public."

| Digital Scholarship | Digital Scholarship Publications Overview | Scholarly Electronic Publishing Bibliography 2010 |

One Year On: Evaluating the Initial Impact of the Scottish Higher Education Digital Library (SHEDL)

RIN and the Scottish Confederation of University and Research Libraries (SCURL) have released One Year On: Evaluating the Initial Impact of the Scottish Higher Education Digital Library (SHEDL).

Here's an excerpt:

SHEDL was formally established as a ‘bloc’ purchaser for the nineteen Scottish HEIs by SCURL, the Scottish Confederation of University & Research Libraries, in 2008. Its first three licences, comprising over 1,500 online journals published by the American Chemical Society, Cambridge University Press and Springer, came into effect in January 2009.

This report presents the findings of an evaluation of changes to usage and cost-per-use since SHEDL was established. This report cannot show long-term trends, since it covers only the first year of SHEDL’s existence. Nevertheless, it provides an overview of the initial changes that have followed the introduction of the three SHEDL licences.

| Digital Scholarship |

First-Sale Doctrine and Resale of Software: Vernor v. Autodesk Ruling

A ruling from the United States Court of Appeals for the Ninth Circuit in the Vernor v. Autodesk case has put into question the right to resell software.

Here's an excerpt from Sherwin Siy's "Software Companies Own Your Hard Drive: Ninth Circuit Rules for Formality Over Function":

In Vernor v. Autodesk, the appeals court held that Autodesk could stop Vernor from selling copies of their software on eBay by claiming that those resales were an infringement of its copyrights. Ordinarily, a copyright holder can't prevent someone from selling or otherwise distributing a lawfully made copy of the work, so long as that person owns the copy. Here, Autodesk argued that Vernor never owned the copies (which he bought used from a design firm) because Autodesk included in its sale to that firm a standardized agreement that said that the firm was only "licensing" the disks. . . .

So what does this decision mean? Unchecked, it won't soon lead to a world where I can't donate my old T-shirts to Goodwill, or where PK can start raking in that sweet, sweet statutory damages cash. Those might be theoretical possibilities, but the first effects will likely be something we've already been seeing creeping at the margins. Say goodbye to used software and used games, for instance. That PC version of Bioshock 4 you might buy a few years from now? Don't expect to be able to sell it once you're done with it. Don't even expect to be able to give it away. Game rental services could get litigated out of existence. And while licensing clothing might be beyond the pale, it's not too hard to see the software model being applied to increasingly sold-by-the-bit media like movies and music. All because of fine print, which might be clear and convenient for a court, even if it's exactly the opposite for a consumer.

"Control of Museum Art Images: The Reach and Limits of Copyright and Licensing"

Melissa A. Brown and Kenneth D. Crews have self-archived "Control of Museum Art Images: The Reach and Limits of Copyright and Licensing" in SSRN.

Here's an excerpt:

Many museums and art libraries have digitized their collections of artworks. Digital imaging capabilities represent a significant development in the academic study of art, and they enhance the availability of art images to the public at large. The possible uses of these images are likewise broad. Many of these uses, however, are potentially defined by copyright law or by license agreements imposed by some museums and libraries that attempt to define allowable uses. Often, these terms and conditions will mean that an online image is not truly available for many purposes, including publication in the context of research or simple enjoyment. Not only do these terms and conditions restrict uses, they also have dubious legal standing after the Bridgeman case. This paper examines the legal premises behind claiming copyright in art images and the ability to impose license restrictions on their use.

This paper is one outcome of a study of museum licensing practices funded by The Samuel H. Kress Foundation. This paper is principally an introduction to the relevant law in the United States and a survey of examples of museum licenses. The project is in its early stages, with the expectation that later studies will expand on this introduction and provide greater analysis of the legal complications of copyright, the public domain, and the reach of license agreements as a means for controlling the use of artwork and potentially any other works, whether or not they fall within the scope of copyright protection.

Canadian Research Knowledge Network Completes License Agreements Worth $140 Million

The Canadian Research Knowledge Network, which has 73 academic institutions as members, has completed three-year license agreements worth $140 million with 14 scholarly publishers. It is estimated that over $40 million was saved compared to institutional licenses for comparable content.

Here's an excerpt from the press release:

Despite major financial constraints and uncertainty worldwide, CRKN continues to meet its goals of providing high-impact content for over 850,000 university researchers and students across the country. “This achievement signals CRKN’s contribution to a fertile research environment in Canada, and ability to maintain advantageous terms and price predictability in spite of turbulent economic conditions,” states Deb deBruijn, Executive Director. “Through strong arrangements with vendors, member participation in these national agreements has been largely maintained from the previous period, and has even grown on some agreements, across all sizes of universities.” Please refer to the Backgrounder for publishers, products and participation levels.

CRKN members have taken advantage of new flexibility offered in the renewal as multiple agreements have been unbundled by CRKN, allowing members to tailor their participation in each separate agreement. Members’ return on investment is high through these agreements. A conservative estimate reflects savings of between 15% to over 50% within the national agreements compared to institutional prices for comparable content, representing savings of over $40 million over a three-year period. In addition, members derive value through superior price protection with caps on annual increases set below market norm, expanded usage terms through the CRKN model license agreement, and the most strategic influence with publishers regarding future services and developments. . . .

In keeping with the International Coalition of Library Consortia (ICOLC) Statement on the Global Economic Crisis and its Impact on Consortial Licenses, CRKN seeks to work with strategic partners that demonstrate flexibility, competitive pricing models, and delivery of long-term value. Vendors with whom CRKN works have shown their commitment to members by providing flexible payment terms, making cost containment a priority, and developing forward-looking ways to add value to the relationship. For example, several vendors will now provide support for Shibboleth, an open-source implementation for identity-based authentication and authorization, and will also participate in the recently-implemented Canadian Access Federation, which will provide federated access management services for identity providers (including universities and libraries) and service providers (such as publishers).

Overcoming Barriers: Access to Research Information Content

The Research Information Network has released Overcoming Barriers: Access to Research Information Content.

Here's an excerpt from the announcement:

Based on the findings of five studies, the report investigates the nature and scale of key restrictions on access to information resources of importance to researchers; the impact of these restrictions and the ways in which they might be alleviated or overcome.

The report examines the frequency with which researchers encounter problems in accessing content; researchers’ perceptions of the ease with which they can gain access and the issue of researcher access to information resources in the public and private sector which are not formally published and which are often subject to copyright restrictions. It also reviews academic and research libraries arrangements to provide access to researchers who are not members of their institutions.

The report’s key finding is that access is still a major concern for researchers. Although researchers report having no problems finding content in this age of electronic information, gaining access is another matter due to the complexity of licensing arrangements, restrictions placed on researchers accessing content outside of their own institution and the laws protecting public and private sector information. This means that research into important information resources can be missing. Researchers report that they are frustrated by this lack of immediate access and that this slows their progress, hinders collaborative work and may well affect the quality and integrity of work produced.

Vernor v. Autodesk: First Sale Doctrine Covers Licensed Software

U.S. District Court Judge Richard A. Jones has ruled that resale of licensed software from Autodesk is not a copyright violation.

Here's an excerpt:

The legislative history of § 109 and § 117 informs the court's decision in several respects. First, as the court noted, it suggests that "owner" not only had the same meaning when both sections were enacted, but that the meaning was that ascribed to the term in decisions like Wise. Congress did not amend the term "owner" when amending the statutes. Second, the legislative history reveals not only that Congress has modified § 117 and § 109 to specifically address computer software, but that when it does so, its modifications are not subtle. This makes it even more improbable that Congress ascribes two different meanings to "owner." Third, the legislative history shows that despite incentive and opportunity to modify the term "owner," Congress has not done so. . . .

Autodesk's claim that Mr. Vernor promotes piracy is unconvincing. Mr. Vernor's sales of AutoCAD packages promote piracy no more so than Autodesk's sales of the same packages. Piracy depends on the number of people willing to engage in piracy, and a pirate is presumably just as happy to unlawfully duplicate software purchased directly from Autodesk as he is to copy software purchased from a reseller like Mr. Vernor. The court notes, moreover, that even if CTA had never opened its AutoCAD packages, never installed the software on its computer, and thus never raised the possibility of piracy, Autodesk would still take the position that CTA's resale of those packages was a copyright violation.

Read more about it at "It's Still A Duck: Court Re-Affirms That First Sale Doctrine Can Apply to 'Licensed' Software."

University of Texas Big Deal Contracts Released to Researchers

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."