Research Libraries – DigitalKoans

"Leveraging Transformative Agreements for Research Integrity "

Specifically, publishers could incorporate clauses that require the institution to identify a designated contact to handle research integrity investigations, just as they would for access-related matters like login issues or security breaches. Likewise, institutions may wish to negotiate for parallel requirements from publishers.

For example, in cases of suspected misconduct or ethical concerns related to publications, publishers could rely on designated university personnel to respond and engage with these issues directly. Additional contractual clauses could include agreed-upon investigatory procedures, such as a mutual commitment to follow COPE’s guideline on “Cooperation between research institutions and journals on research integrity and publication misconduct cases,” and penalties for failure to respond.

https://tinyurl.com/4twzs2w

"The State of U.S. Academic Libraries: Findings from the ACRL 2023 Annual Survey"

The average full-time equivalent (FTE) library staff is 36.2 and the median is 15.7. Doctoral universities have much higher staffing levels than all other types. Associate’s colleges and two year institutions have the highest ratio of students to staff.

In 2023, total expenditures excluding fringe benefits reached an average of almost four million and the median reported was $1.1 million. Adjusted for inflation, this represents a slight increase from 2022, but expenditures remain below pre-pandemic levels.

Digital materials continue to account for a significant proportion of library circulation, at 98.4% of the total reported. These materials come at significant cost: ongoing commitments to subscriptions account for 34.9% of total library expenditures.

Library instruction shows signs of recovery from pandemic lows. The reported average number of annual presentations to groups and average total attendance at those presentations have increased over the last three years, though still lagging relative to pre-pandemic levels.

https://tinyurl.com/36rdszhj

The State of U.S. Academic Libraries: Findings from the ACRL 2023 Annual Survey

Dean of Libraries at University of Massachusetts Amherst

The next Dean will join UMass Amherst at a transformational moment. The University has recently welcomed a new Chancellor and Provost who join the vibrant community of dreamers, innovators, creators, and scholars. New leadership inspires new strategic direction, and a new strategic plan is being developed with the release set for Fall 2024 . . . .

The Dean will have the opportunity to build upon the Libraries’ excellent reputation for data management and preservation, its on-going development of open educational resources and software in collaboration with UMass Amherst faculty, its pioneering work on transformative licensing agreements for scholarly resources, its active national role in open science, its contributions to the international development of the open-source library services platform FOLIO, and the continued growth of the Robert S. Cox Special Collections and University Archives Research Center and the W. E. B. Du Bois Center.

https://tinyurl.com/yc3xdfzn

"SPARC Releases Second Vendor Privacy Report Urging Action to Address Concerns with SpringerLink Data Privacy Practices"

SpringerLink provides a case study in the encroachment of the broader surveillance-based data brokering economy into academic systems. Among other findings, the report documents risks related to the 200 named third parties that are allowed to collect information from users of the site (along with what appear to be additional unlisted companies found only in our public website analysis). . . .

To fully understand how data may be used, librarians would need to read the 200 additional privacy policies from third parties that would likely stretch into the thousands of pages, a task complicated by numerous broken links to these policies at the time of publication.

https://tinyurl.com/wdkmha3z

Navigating Risk in Vendor Data Privacy Practices: An Analysis of Springer Nature’s SpringerLink

Virginia Tech and UC Riverside: "University Libraries Receives Grant to Create Generative Artificial Intelligence Incubator Program"

University Libraries at Virginia Tech and the University of California, Riverside, received a $115,398 Institute of Museum and Library Services grant to create a generative artificial intelligence incubator program (GenAI) to increase the adoption of artificial intelligence (AI) in the library profession and academic libraries. . . .

[Yinlin] Chen [assistant director for the Center for Digital Research and Scholarship at Virginia Tech] will use his expertise in advanced GenAI techniques and multidisciplinary AI research in his collaboration with Edward Fox, co-principal investigator and director of the digital library research laboratory at Virginia Tech and computer science professor, and Zhiwu Xie, co-principal investigator and assistant university librarian for research and technology at the University of California, Riverside, to create the generative artificial intelligence incubator program. They will build training materials, workshops, and projects to assist librarians in becoming AI practitioners.

https://tinyurl.com/3sysn284

"National Archives Updates Digital Preservation Framework"

Last week the National Archives released a major update to its Digital Preservation Framework, an open resource and data set on GitHub that provides guidance and risk assessments for digital file formats. refer to caption Enlarge NASA Computers, September 12, 1986. Photo by Martin Brown. National Archives, Records of the National Aeronautics and Space Administration. View in National Archives Catalog The release marks a significant update to the Framework, adding new and revised questions to address additional risk factors to digital formats that have emerged since its initial release four years ago. The updated Framework is more user friendly and more transparent about the National Archives’ digital preservation process and its electronic holdings. . . .

The update comes after months of collaborative work with other digital formats specialists. The National Archives shared a draft of the updated Framework for public comment this past May, and this latest release incorporates feedback from colleagues throughout the agency and federal government, as well as international colleagues.

Since its debut, the Framework has become a widely consulted resource for the digital preservation community around the globe. The Framework was additionally released as Linked Open Data in 2022.

https://tinyurl.com/bdehy8yj

University Librarian at California Institute of Technology

The Sherman Fairchild Library is the main library on campus. SFL is complemented by three branch libraries: Humanities and Social Sciences (Dabney), Astrophysics (Cahill), and Geology (North Mudd). Caltech Hall also houses additional collections, including archives and digital repositories. Reporting to the Vice Provost, and as a member of the faculty, the University Librarian (“UL”) will work with the senior leadership team to support Caltech’s mission. The UL oversees an operating budget of approximately $8.1 million and a staff of approximately 45 individuals.

https://rebrand.ly/222873

" It Takes a Village A Distributed Training Model for AI-Based Chatbots "

The introduction of Large Language Models (LLM) to the chatbot landscape has opened intriguing possibilities for academic libraries to offer more responsive and institutionally contextualized support to users, especially outside of regular service hours. While a few academic libraries currently employ AI-based chatbots on their websites, this service has not yet become the norm and there are no best practices in place for how academic libraries should launch, train, and assess the usefulness of a chatbot. In summer 2023, staff from the University of Delaware’s Morris Library information technology (IT) and reference departments came together in a unique partnership to pilot a low-cost AI-powered chatbot called UDStax. The goals of the pilot were to learn more about the campus community’s interest in engaging with this tool and to better understand the labor required on the staff side to maintain the bot. After researching six different options, the team selected Chatbase, a subscription-model product based on ChatGPT 3.5 that provides user-friendly training methods for an AI model using website URLs and uploaded source material. Chatbase removed the need to utilize the OpenAI API directly to code processes for submitting information to the AI engine to train the model, cutting down the amount of work for library information technology and making it possible to leverage the expertise of reference librarians and other public-facing staff, including student workers, to distribute the work of developing, refining, and reviewing training materials. This article will discuss the development of prompts, leveraging of existing data sources for training materials, and workflows involved in the pilot. It will argue that, when implementing AI-based tools in the academic library, involving staff from across the organization is essential to ensure buy-in and success. Although chatbots are designed to hide the effort of the people behind them, that labor is substantial and needs to be recognized.

https://tinyurl.com/3y654j2r

" Responsible AI Practice in Libraries and Archives: A Review of the Literature "

Artificial intelligence (AI) has the potential to positively impact library and archives collections and services—enhancing reference, instruction, metadata creation, recommendations, and more. However, AI also has ethical implications. This paper presents an extensive literature and review analysis that examines AI projects implemented in library and archives settings, asking the following research questions: RQ1: How is artificial intelligence being used in libraries and archives practice? RQ2: What ethical concerns are being identified and addressed during AI implementation in libraries and archives? The results of this literature review show that AI implementation is growing in libraries and archives and that practitioners are using AI for increasingly varied purposes. We found that AI implementation was most common in large, academic libraries. Materials used in AI projects usually involved digitized and born digital text and images, though materials also ranged to include web archives, electronic theses and dissertations (ETDs), and maps. AI was most often used for metadata extraction and reference and research services. Just over half of the papers included in the literature review mentioned ethics or values related issues in their discussions of AI implementation in libraries and archives, and only one-third of all resources discussed ethical issues beyond technical issues of accuracy and human-in-the-loop. Case studies relating to AI in libraries and archives are on the rise, and we expect subsequent discussions of relevant ethics and values to follow suit, particularly growing in the areas of cost considerations, transparency, reliability, policy and guidelines, bias, social justice, user communities, privacy, consent, accessibility, and access. As AI comes into more common usage, it will benefit the library and archives professions to not only consider ethics when implementing local projects, but to publicly discuss these ethical considerations in shared documentation and publications.

https://tinyurl.com/2t6ykuyv

"Early Access Customers Begin Testing the AI Metadata Assistant for Alma"

Ex Libris, part of Clarivate, is excited to announce that fourteen libraries are now Early Access testers of the new AI Metadata Assistant for the Alma library management platform. As Early Access testers library staff are taking an active role in the initial phase of development for the AI-powered solution which is being designed to help library catalogers in their work and save them time. . . .

The AI Metadata Assistant in the Alma Metadata Editor will reduce the work needed to research and search for information, freeing catalogers’ time to tackle more complex tasks, by suggesting metadata they can use when cataloging a resource. It’ll make record creation and enrichment easier, while keeping libraries and catalogers in full control of the data in their catalog. . . .

The AI Metadata Assistant development is being done in phases, to ensure it aligns with cataloguing standards, community needs, and metadata quality requirements. The initial phase is scheduled to be released to all Alma customers in the first quarter of 2025, with the possibility of an earlier release depending on the results of the Early Access phase.

https://tinyurl.com/3pkcashn

"New Open Access Agreement Between the University of California and Taylor & Francis"

The University of California (UC) and Taylor & Francis today announced a memorandum of understanding for a four-year read and publish agreement that will make it easier and more affordable for UC researchers to publish open access (OA) articles in nearly 2,500 Taylor & Francis journals. . . .

Under the agreement, the UC Libraries will automatically cover the OA fees in full for any UC corresponding author who chooses to publish OA in Taylor & Francis and Routledge journals. Authors of articles accepted for publication in a hybrid or full OA title will have the opportunity to choose OA at no cost to them. . . .

To maximize the number of UC researchers who can benefit from the newly signed agreement, authors of qualifying articles published since January 1, 2024, will be given the opportunity to retrospectively convert their article to open access, with the OA fees fully covered. Authors who have already published OA since January 1 will be offered refunds for OA fees already paid.

https://tinyurl.com/y8zutk9m

"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

Paywall: "Ephemeral Geodata: An Impending Digital Dark Age"

Despite the unprecedented rate of geospatial data (“geodata”) generation, we are paradoxically creating a potential “dark age” in geospatial knowledge due to a failure to archive it. In the twentieth century, map libraries systematically collected and preserved government-issued maps. However, many have not expanded to include digital formats, which have replaced paper maps in most domains. Compounding this issue is the prevailing practice among government data providers to continuously update public data without adequately preserving previous iterations, thus overwriting the historical record.

https://doi.org/10.1080/15420353.2024.2398542

Paywall: "Reshaping Academic Library Information Literacy Programs in the Advent of ChatGPT and Other Generative AI Technologies"

This article reports on three digital information literacy initiatives created by instruction librarians to support students’ use of generative AI technologies, namely ChatGPT, in academic library research. The cumulative and formative data gathered from the initiatives reveals a continuing need for academic libraries to provide information literacy instruction that guides students toward the ethical use of information and awareness of using generative AI tools in library research.

https://doi.org/10.1080/10875301.2024.2400132

"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

"Clarivate Report Unveils the Transformative Role of Artificial Intelligence on Shaping the Future of the Library"

The report combines feedback from a survey of more than 1,500 librarians from across the world with qualitative interviews, covering academic, national and public libraries. In addition to the downloadable report, the accompanying microsite’s dynamic and interactive data visualizations enable rapid comparative analyses according to regions and library types. . . .

Key findings of the report include:

Most libraries have an AI plan in place, or one in progress: Over 60% of respondents are evaluating or planning for AI integration.

AI adoption is the top tech priority: AI-powered tools for library users and patrons top the list of technology priorities for the next 12 months, according to 43% of respondents.

AI is advancing library missions: Key goals for those evaluating or implementing AI include supporting student learning (52%), research excellence (47%) and content discoverability (45%), aligning closely with the mission of libraries.

Librarians see promise and pitfalls in AI adoption: 42% believe AI can automate routine tasks, freeing librarians for strategic and creative activities. Levels of optimism vary regionally.

AI skills gaps and shrinking budgets are top concerns. Lack of expertise and budget constraints are seen as greater challenges than privacy and security issues: — Shrinking budgets: Almost half (47%) cite shrinking budgets as their greatest challenge. — Skills gap: 52% of respondents see upskilling as AI’s biggest impact on employment, yet nearly a third (32%) state that no training is available.

AI advancement will be led by IT: By combining the expertise of heads of IT with strategic investment and direction from senior leadership, libraries can move from consideration to implementation of AI in the coming years.

Regional priorities differ: Librarians’ views on other key topics such as sustainability, diversity, open access and open science show notable regional diversity.

https://tinyurl.com/9azeessa

Pulse of the Library report

"Director of University of Texas Libraries and Open Access Champion Lorraine Haricombe Announces Retirement"

Lorraine J. Haricombe, an innovating leader in academic libraries, has announced her retirement as Director and Vice Provost of the University of Texas Libraries, marking the conclusion of a distinguished career spanning decades. . . .

Among her many achievements, she expanded the development of Texas ScholarWorks, the university’s digital repository, which has significantly enhanced the accessibility and impact of the university’s scholarly output. Haricombe also championed the implementation of advanced data management services, providing critical support for the university’s research community in managing, preserving, and sharing their data. . . . .

One of Haricombe’s most notable accomplishments as a library leader was her advocacy in advancing open access initiatives. She played a key role in the establishment of the Open Educational Resources (OER) Working Group, which has been instrumental in reducing the cost of educational materials for students and promoting the adoption of OER across the campus. . . .

Before her tenure at The University of Texas at Austin, Haricombe served as the Dean of Libraries at the University of Kansas from 2006 to 2015. At Kansas, she was a driving force behind the implementation of the university’s open access policy, making it one of the first public universities in the United States to adopt such a policy.

https://tinyurl.com/2296efah

Paywall: British Library: "User-Centred Collecting for Emerging Formats"

This paper provides an overview of the work conducted at legal deposit libraries to better understand access requirements for emerging formats, from a user’s perspective and with a focus on web-based interactive narratives. . . . It also considers how existing tools and methodologies, such as web archiving, can be adapted and built to support the collection of emerging formats. Finally, it delves into different research projects conducted at the British Library around archiving and performing quality assurance for interactive narratives, collecting contextual information, and lessons learnt from exhibiting born-digital content in a physical space.

https://doi.org/10.1080/13614568.2024.2389101

"’Academic Publishing is a Business Interest’: Reconciling Faculty Serials Needs and Economic Realities at a Carnegie R2 University"

Introduction: This article explores faculty conceptions of academic publishers, their willingness to circumvent paywalls and share content, and their understanding of who holds the responsibility to pay for this body of scholarly work to which they all contribute.

Methods: The authors conducted semi-structured interviews with 25 faculty at their Carnegie R2 university to explore scholars’ perspectives with respect to the costs of serials and the responsibilities of the University and library in support of scholarly publishing.

Results: Participants reported a broad spectrum of perspectives with respect to circumventing publisher paywalls and offered nuanced practices for interacting with paywalled content. They explained which library services work well and offered suggestions on how best to support faculty needs for serial literature. Although most participants agree that the University has the responsibility of making academic literature available to the community, they differ in their conceptions of academic publishers as good-faith partners in the knowledge enterprise.

Discussion: The results suggest a great deal of ambiguity and diversity of beliefs among faculty: some would support boycotting all commercial publishers; some understand academic publishers to be integral to the dissemination of their work, not to mention tenure and promotion processes; and many acknowledge a variety of tensions in what feels to them an exploitative and fraught relationship. These findings have implications for library services in acquisitions, collection management, scholarly communication, discovery, and access.

https://doi.org/10.31274/jlsc.16232

"Cost, Advocacy, and a Mechanism for Transformation: The Proposed Power of Open Access Funds"

As paid open access becomes a mainstream academic practice, stakeholders must evaluate their role in the system. While open access advocates develop new ways to support the publication process and funding structure, commercial publishers continue to pivot to maintain their profit, relevance, and power in the publication system. This article provides the details of Montana State University’s Open Access Author Fund as an evaluation of the service and its impact on the local publishing ecosystem. As stewards of publicly funded knowledge, it is essential to critically analyze each new publishing route before adopting and supporting it. Especially when models claim to transform the system, librarians need to understand how an action changes the system, for whom, and at what cost.

https://tinyurl.com/524sp3tz

"Back to Basics: Considering Categories of Data Services Consults"

Consultations are fundamental to data librarianship, serving as a vital means of one-on-one support for researchers. However, the topics and forms of support unique to data services consults are not always carefully considered. This commentary addresses five common services offered by data librarians—dataset reference, data management support, data analysis and software support, data curation, and data management (and sharing) plan writing—and considers strategies for successful patron support within the boundaries of a consultation.

https://doi.org/10.7191/jeslib.931

"Big Ten Academic Alliance welcomes UCLA, USC, Oregon, and Washington"

The Big Ten Academic Alliance is thrilled to welcome the University of California Los Angeles (UCLA), the University of Southern California (USC), the University of Oregon, and the University of Washington. This expansion increases our membership to 18 institutions and includes a historic affiliation with the University of Chicago. . . .

With the new members, Big Ten Academic Alliance institutions now boast 75,000 instructional staff, 810,000 students, $17.4 billion in annual research expenditures, and 145 million library volumes—25% of all print titles in North America.

https://tinyurl.com/3re7py7s

Ithaka S+R: Governance and Business Models for Collaborative Collection Development

This guide presents a series of takeaways and examples to illustrate the characteristics of successful collaborations as well as the potential risks they face. Rather than focusing on enabling technologies, we consider how collaborations start, evolve, function, engage members, and are sustained over time. To inform this guide we closely observed eight collaborations within the United States and Canada:

Eastern Academic Scholars’ Trust (EAST): Founded in 2015, EAST’s more than 170 members together work to secure the print scholarly record in support of teaching, learning, and research, maximize retention commitments, and facilitate access.

HathiTrust: Launched in 2008, and now with 213 supporting members, HathiTrust’s mission is to contribute to research, scholarship, and the common good by collaboratively collecting, organizing, preserving, communicating, and sharing the record of human knowledge.

Ivy Plus Libraries Confederation (IPLC): IPLC is a voluntary union of 13 academic libraries with strategic priorities including collaborative collection development, resource sharing and discovery, and leadership to change the scholarly communication system.

Ontario Council of University Library (OCUL): OCUL, an academic library consortium with 21 member libraries, supports collective purchasing, shared digital information infrastructure, advocacy, assessment, and professional development.

Open Researcher and Contributor ID (ORCID): With over 1,200 members, ORCID is a global initiative to enable transparent and trustworthy connections between researchers, their contributions, and affiliations.

Triangle Research Libraries Network (TRLN): Founded in the 1930s, TRLN is a collaboration of four research libraries from North Carolina committed to marshaling members’ financial, human, and information resources through cooperative efforts.

Virginia’s Academic Library Consortium (VIVA): Founded in 1994, VIVA, a consortium of 71 academic libraries in Virginia, supports cooperative purchasing, shared e-resources and print, and open and affordable course content initiatives.

https://doi.org/10.18665/sr.321102

| Artificial Intelligence |
| Research Data Curation and Management Works |
| Digital Curation and Digital Preservation Works |
| Open Access Works |
| Digital Scholarship |

Paywall: "Exploring the Use of Generative Artificial Intelligence in Systematic Searching: A Comparative Case Study of a Human Librarian, ChatGPT-4 and ChatGPT-4 Turbo"

The findings suggest that AI could expand the scope of search terms and queries, automating the more repetitive and formulaic aspects of the systematic-review process, while human expertise remains crucial in refining search terms and ensuring methodological rigor. Meanwhile, challenges remain for AI tools’ capacity to access subscription-based or proprietary databases and generate sophisticated search strategies.

https://doi.org/10.1177/03400352241263532

Associate Vice Provost for Collections & Scholarly Communications at University of Pennsylvania

The University of Pennsylvania Libraries invites applications for the position of Gershwind & Bennett Family Associate Vice Provost for Collections & Scholarly Communications. This senior strategic leadership role, reporting directly to the H. Carton Rogers III Vice Provost and Director of Libraries, is pivotal in overseeing a wide array of outward-facing services. These encompass academic and student engagement, research services, community engagement, collection strategy, scholarly communications, and the administration of eleven departmental libraries and centers that serve professional schools and specific subject areas.

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