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

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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

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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.

Job Ad

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Director, National Agricultural Library


  • Directs, oversees, and defends the development and execution of Agency program goals and resource requirements to the Department, OMB, and Congressional officials.
  • Facilitating cooperation and coordination for the agricultural libraries of colleges, universities, USDA, in conjunction with private industry and other research libraries.
  • Responsible for providing leadership and direction in the formulation, implementation and evaluation of the development and execution of broad programs of library and technical information services.
  • Overseeing the application of advanced computer and telecommunications technology for the worldwide collection, evaluation, and dissemination of specialized information in the agricultural and related sciences.

Job Ad

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University Librarian and Dean, University Library at University of Saskatchewan


Reporting to the Provost and Vice-President Academic, and as one of the senior leaders in the university, the University Librarian and Dean plays a central role in setting strategy and overall direction; advises the President, the Provost, and other Vice Presidents; works collaboratively with and supports other leaders to achieve university goals; uses influence to align the University Library with university priorities; and models institutional values and competencies. With six locations across campus, the University Library is essential to students and researchers’ success. The University Library operates in an environment where its services and resources are multi-faceted, technologically rich, and continuously changing. The successful candidate will lead a team of approximately 115 faculty and staff members to meet and exceed the needs of a university that is a member of the U15 group of major research-intensive universities in Canada, one that welcomes more than 26,000 students from over 130 countries..

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Paywall: "Social Media Archiving in Practice: A Troubled Landscape in Review"


This article looks at several notable examples of major social media data loss that have already taken place in recent history and examines one of the largest institutional attempts to preserve social media thus far in the Library of Congress’ Twitter Archive. By exploring some of the key challenges that arose during this attempt which ultimately grounded the project, this article aims to better understand what continues to keep the practice of social media archiving at bay, and what large scale changes might be necessary to make any further progress in the field.

https://doi.org/10.1080/0361526X.2024.2367405

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"Empowering Knowledge through AI: Open Scholarship Proactively Supporting Well Trained Generative AI"


Generative AI has taken the world by storm over the last few years, and the world of scholarly communications has not been immune to this. Most discussions in this area address how we can integrate these tools into our workflows, concerns about how researchers and students might misuse the technology or the unauthorised use of copyrighted work. This article argues for a novel viewpoint that librarians and publishers should be encouraging the use of their scholarly content in the training of AI algorithms. Inclusion of scholarly works would advance the reliability and accuracy of the information in training datasets and ensure that this content is included in new knowledge discovery platforms. The article also argues that inclusion can be achieved by improving linkage to content, and, by making sure that licences explicitly allow inclusion in AI training datasets, it advocates for a more collaborative approach to shaping the future of the information landscape in academia.

https://doi.org/10.1629/uksg.649

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"On-Demand Circulation of Software Licenses: Checking Out Software on Patron’ Own Devices"


The Miami University Libraries (MUL) developed an open-source Software Checkout system to allow patrons to make use of software licenses owned by the library. The system takes advantage of user-based licensing under the Software as a Service (SaaS) license model and vendor-created APIs to easily and legally assign access to users. The service currently supports Adobe Creative Cloud, Final Cut Pro, and Logic Pro software. MUL has successfully used this software for three years. This article describes the expansion of offerings and the increasing use of the service over that time. Built on a model developed by Pixar for managing employee software licenses, the Software Checkout system is believed to be the first of its kind for circulating licenses to library patrons. Both this lending model and the open-source software developed by MUL are available to other libraries. This paper is intended to prompt libraries to take advantage of the legal and technical environment to expand software license sharing to other libraries.

https://tinyurl.com/yx4fyw98

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"NGLP [Next Generation Library Publishing] Awarded IMLS Funding to Move ‘From Pilot to Production’"


The Educopia Institute, in partnership with Open Weave Consulting, Inc., Cast Iron Coding, California Digital Library, Stratos, and Janeway, has been awarded $249,999 from the Institute of Museum and Library Services (IMLS) to expand digital infrastructure options for library publishing programs that are open source, community-led, and grounded in academic values.

The project, to be implemented with the University of Iowa Libraries, will advance existing Next Generation Library Publishing (NGLP) infrastructure and service models by delivering a production-ready version of its modular, open-source display layer, Meru, that rivals proprietary publishing solutions; migrating a pilot library publisher into the NGLP ecosystem; and producing a suite of replicable tools, resources, and workflows that will enable other library publishers to follow suit. The University of Iowa Libraries will collaborate with the NGLP team to build out a production-ready instance of Meru that showcases its full publication portfolio.

https://tinyurl.com/6ajbmux8

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"Kara Whatley Appointed Mu Vice Provost and University Librarian"


Whatley is currently the university librarian at California Institute of Technology (Caltech) and serves as the chief executive of the Caltech Library system.

Whatley’s previous roles include positions of increasing leadership at Texas Tech University Libraries and New York University Libraries.

https://tinyurl.com/42nxuvpd

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Paywall: "The Conflicting Needs of Now and Forever: Designing Streaming Media Services at an Academic Library"


This article provides an in-depth look at the changing demands of collections and services in addressing faculty requests for media, and outlines both a collection and a service strategy developed by librarians at the University of South Florida Libraries to provide faculty and students with access to diverse media titles in formats ranging from physical to streaming.

https://doi.org/10.1080/1941126X.2024.2337581

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"Rob Ross Named Dean of University Libraries for Ohio University"


Ross currently serves as the executive director for NC LIVE for the NC State University Libraries. In this position, he serves as the chief administrative officer for the 209-member library cooperative that provides electronic resources, library software, and professional development to all UNC System universities, private colleges, community colleges, and public libraries in North Carolina. . . .

Before joining the NC State University Libraries, Ross served as the director of implementation programs for OCLC, Inc., in Dublin, Ohio; as interlibrary loan supervisor for Bentley University in Waltham, Massachusetts; and as library associate for the University of New Orleans.

https://tinyurl.com/f8kr8v4w

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"Data Competency for Academic Librarians: Evaluating Present Trends and Future Prospects"


This paper reports an investigation into the perception of academic librarians on data competency in their daily roles across various library departments in the United States and Canada. . . . The findings reveal a complex engagement pattern with data tasks, with librarians in data-specific roles dedicating a considerable portion of their work to these activities, while the majority engage less frequently, indicating that data tasks are a minor part of their overall responsibilities. . . . Our study identifies a crucial need for improved competencies in data management and collection development. . . Additionally, our findings reveal a critical gap between academic libraries’ demand for data skills and the content coverage in MLIS programs, emphasizing the need for curriculum updates to prepare librarians for the evolving information landscape.

https://doi.org/10.1016/j.acalib.2024.102897

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Paywall: "Top IT Challenges in ARL Libraries"


This study presents the results of an online survey of Association of Research Libraries (ARL) academic library members to identify the biggest challenges they perceive in the area of information technology organization and management. This article compares their responses with challenges reported in earlier studies to identify new and changing trends as well as ongoing challenges that remain.

https://doi.org/10.1080/01930826.2024.2351245

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ARL Poll: "AI and Libraries: Strengths in a Digital Tomorrow"


The poll results from the ARL/CNI 2035 Scenarios exploration reveal diverse strengths that research libraries can harness as they navigate AI-influenced futures. These strengths underscore libraries’ vital role in maintaining information integrity and ensuring equitable access amidst the challenges posed by AI advancements. For libraries, these insights emphasize the importance of continuing to build on these core competencies while staying adaptive and responsive to emerging technological trends. Leveraging the ARL/CNI 2035 Scenarios and continued attention to the broader strategic landscape will enable libraries to be proactive and remain relevant and effective as custodians of knowledge in an increasingly digital and AI-driven world.

https://tinyurl.com/38mmuxnb

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Paywall: "Job Advertisements for Data Visualization in Academic Libraries: A Content Analysis of Job Postings"


The objectives of this study are: i) to identify the responsibilities that professionals working in the DV field are expected to undertake, and ii) to analyze the current stated qualifications and competencies required for DV-related positions.. . . The findings indicated that library professionals in the field of DV are increasingly tasked with a broader spectrum of responsibilities and duties, with a pronounced preference for those demonstrating expertise in cross-disciplinary domains and possessing exceptional general competencies, in addition to the requisite professional qualifications and skills, such as interdisciplinary liaison and commitment to equity and diversity..

https://doi.org/10.1016/j.acalib.2024.102896

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"Librarian Faculty Status: Exploring Inequality Regimes in a Comparative Case Study"


Faculty status for librarians is one of the most debated topics within academic librarianship (Bailey & Becher, 2022). Professional associations argue that faculty status benefits librarians, but little empirical work has explored how faculty status plays out in real-world settings (Galbraith, Garrison, & Hales, 2016). This study investigates whether faculty status helps librarians overcome barriers using a comparative case study of two academic libraries representing polarity on this issue. One library offers librarians tenure-track faculty appointments; the other classifies librarians as staff. Through qualitative analysis of semi-structured interviews, the study explores administrative obstacles faced by librarians and whether faculty status ameliorates them. This study also examines if debates over librarian faculty status ignore inequality regimes (Acker, 2006) that may appear in both faculty and staff settings. Surprisingly, findings reveal faculty status is associated with more workplace hierarchies and stress, especially for female librarians. Contrary to claims made by faculty status proponents, most librarians feel equally undervalued by disciplinary faculty regardless of status. Ultimately, blanket recommendations for faculty status seem ineffective, and nuanced solutions tailored to local contexts better serve librarians. This study encourages an honest dialogue to empower librarians based on individual needs, not rigid assumptions.

https://doi.org/10.1016/j.acalib.2024.102887

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Paywall: "Are We Relying on the Wrong Data? Analysis of E-journal Usage Data at Seven R1 and R2 Research Universities"


Using data from seven R1 and R2 universities in Ohio, this study seeks to determine the extent of usage of full-text e-journal articles stored across multiple platforms. . . . The overarching goal of the analysis is to identify where exactly usage occurred for this e-journal content within the different platforms, especially in cases where an individual title has duplicate full-text access.. . . Findings raise significant questions about end-user behavior in terms of student’ and faculty’s ability to locate full text, regardless of whether it is discoverable from Google or other commercial search engines. The findings also suggest a strong connection between EBSCO usage and the academic calendar, with peak usage (as a percentage of overall usage) occurring in October, November, March, and April. Lastly, findings for Taylor & Francis e-journals within EBSCO call into question what these duplicate holdings mean for "big deal" subscription packages.

https://doi.org/10.1080/1941126X.2024.2337578

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"Artificial Intelligence’s Role in Digitally Preserving Historic Archives"


The term "Artificial Intelligence" (AI) is increasingly permeating public consciousness as it has gained more popularity in recent years, especially within the landscape of academia and libraries. AI in libraries has been a trending subject of interest for some time, as within the library there are numerous departments that serve a role in collectively contributing to the library’s mission. Consequently, it is imperative to consider AI’s influence on the digital preservation of historic documents. This paper delves into the historical evolution of preservation methods driven by technological advancements as, throughout history, libraries, archives, and museums have grappled with the challenge of preserving historical collections, while many of the traditional preservation methods are costly and involve a lot of manual (human) effort. AI being the catalyst for transformation could change this reality and perhaps redefine the process of preservation; thus, this paper explores the emerging trend of incorporating AI technology into preservation practices and provides predictions regarding the transformative role of Artificial Intelligence in preservation for the future. With that in mind, this paper addresses the following questions: could AI be what changes or creates a paradigm shift in how preservation is done?; and could it be the thing that will change the way history is safeguarded?

https://doi.org/10.1515/pdtc-2023-0050

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"Association of Research Libraries and Coalition for Networked Information Publish AI-Influenced Scenarios for Research Environment"


The Association of Research Libraries (ARL) and the Coalition for Networked Information (CNI) are pleased to announce the publication of The ARL/CNI 2035 Scenarios: AI-Influenced Futures in the Research Environment. These scenarios explore potential futures shaped by the rapid growth of artificial intelligence (AI) and its integration within the research environment.

Developed through a robust, member-driven process, these scenarios serve as a strategic resource to aid leaders in the research environment in navigating the complex landscape of AI technologies. Library directors, IT leaders, funding agencies, academic presidents and provosts, and those working in scholarly publishing are among the many individuals who will find these scenarios useful. By examining diverse futures, ARL and CNI aim to equip their members with the foresight needed to proactively address the challenges and opportunities that AI presents.

https://tinyurl.com/24c7s7wn

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Paywall: "Transforming Academic Librarianship through AI Reskilling: Insights from the GPT-4 Exploration Program"


This case study examines the GPT-4 Exploration Program at the University of New Mexico’s College of University Libraries and Learning Sciences, which aimed to foster a culture of continuous learning and innovation by providing hands-on experience with advanced AI technology. . . . The study reveals that effective AI reskilling involves cultivating a culture of continuous learning, adaptability, and collaborative exploration, anchored in a practical, hands-on approach. Participants reported significant improvements in AI literacy and confidence in applying AI tools to their work.

https://doi.org/10.1016/j.acalib.2024.102883

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"Navigating Open Access and Transformative Agreements: A Case Study of the University of Maryland"

"What should we be doing as a public institution when it comes to open access and transformative publishing agreements"” Most large US research institutions are facing this question, including the University of Maryland, College Park. This article explores this issue by looking at the University’s publishing landscape from a high level. It then dives deeper into three recent transformative agreements the University library has entered, investigating pricing, usage, and publishing data for a nonprofit society publisher, a for-profit commercial publisher, and, finally, a university press. The goal is to better understand how these agreements intersect with university-sponsored scholarship, library budgets, and the implications for the academic publishing landscape.

https://doi.org/10.5860/lrts.68n1.8219

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"Exploring a Read and Publish Agreement: The Three-Year Taylor & Francis Pilot"


The Ohio State University Libraries (University Libraries) entered into a three-year read and publish pilot agreement with Taylor & Francis in 2020—the first read and publish agreement for The Ohio State University and the first such deal for Taylor & Francis in the Americas. This study provides an overview of University Libraries’ motivations behind the agreement, the lessons we learned implementing and supporting the agreement, and the open access publishing outcomes of the pilot agreement that ended December 2022.

https://doi.org/10.5860/lrts.68n1.8213

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"A Census of Institutional Repositories at Regional Public Universities"


This study reports on the implementation of institutional repositories (IRs) at regional public universities (RPUs) in the United States and its territories. The author investigated repository platform choice, operation style, and content. More than half of RPUs have implemented an IR. The author discusses how these findings align with trends in previous research and explores the unique aspects of IRs at RPUs—particularly the prevalence of student works and special collections materials. For over two decades, institutional repositories (IRs) have been used at institutions of higher education to collect, preserve, and share the scholarly works of an institution. During that same time there have been an increasing number of studies looking at who has implemented an IR, the most popular IR platforms, and type and number of objects deposited in IRs. While some studies have looked at small or teaching-focused institutions, most of these studies have focused on IR implementations at large research-focused institutions.

https://tinyurl.com/yc2fs4r2

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"Developing Open Access Resource Management Principles in a Consortial Environment: A University of California Model"


In the summer of 2021, the University of California (UC) migrated to a new integrated library system, called the Systemwide Integrated Library System project (SILS), which for the first time brought all ten UC campuses, two regional storage facilities, and the California Digital Library (CDL) together into one shared library system. With new potential for increased collaboration and cooperation, SILS leadership groups identified consortial open access (OA) resource management as a key opportunity in the new system, in alignment with UC’s priorities around discovery and access to library collections, as well as UC’s commitment to open access and transforming the scholarly communication landscape. This article discusses the formation of the UC Open Access Resource Management Task Force (OARMTF), a group charged to investigate what it would mean to consortially manage OA resources. Specifically, this article focuses on the OARMTF’s work setting out principles for OA resource management, which the authors hope may serve as a useful case study for other institutions or consortia interested in developing principles around OA resource management, as well as encourage more discussion and research into best practices for consortial management of OA resources.

https://doi.org/10.5860/lrts.68n1.8216

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