This presentation was provided by Jill Morris of PALCI, during the NISO event "Owing, Licensing, and Sharing Digital Content." The virtual conference was held on Thursday, January 21, 2021.

1. Supporting a Digital Sharing
Ecosystem
Consortial Approaches to Owning, Licensing & Sharing Digital Content

2. Outline (To be hidden)
1) PALCI’s culture of sharing -- importance of community and trust
2) Needs: Continue to support the efficiencies and sharing culture
3) Challenges: Digital licensing
4) How we’ve responded: 1) license terms 2) community/ trust -- leveraging
diversity, especially identifying anchor institutions to support access PALCI-wide
3) innovation & creativity
5) What are the appropriate privileges for handling digital content? How should we think about the uses of and rights associated with digital assets?
6) Users are understandably baffled when, having been “sold” an ebook, they subsequently discover they only have a limited form of access — it doesn’t “belong” to
them in the traditional sense at all. Is it time to renegotiate the parameters laid down for licensing content and lending practices?
7) If so, whose rights and whose practices will be affected?
8)

3. About PALCI
71 diverse academic and research institutions
An independent 501(c)(3), voluntary
membership organization
Key Focus Areas:
1. Resource Sharing
2. Collaborative Collections
3. Community & Collaboration Infrastructure
4. Innovation Support
Partnership for
Academic
Library
Collaboration and
Innovation
(aka the Pennsylvania Academic Library
Consortium, Inc.)

4. A Diverse Picture of Academic Libraries in PA and the Surrounding Region
Allegheny College ★
Arcadia University
Bloomsburg University ★ ℝ
Bryn Mawr College ★ ℝ
Bucknell University
Cairn University
California University of Pennsylvania ★
Carlow University
Carnegie Mellon University ★ ℝ
Chatham University ★
Clarion University ★
DeSales University
Dickinson College ★ ℝ
Drexel University ★ ℝ
Duquesne University ★ ℝ
East Stroudsburg University ★ ℝ
Eastern University ★ ℝ
Edinboro University ★ ℝ
Elizabethtown College
Franklin & Marshall College ★ ℝ
Gannon University
Gettysburg College ℝ
Harrisburg University of Science & Technology
Haverford College ★
Indiana University of Pennsylvania ★ ℝ
Juniata College
Kutztown University ℝ
La Roche University ★
La Salle University ★ ℝ
Lafayette College ℝ
Lehigh University ★ ℝ
Lock Haven University ★
Lycoming College ★ ℝ
Mansfield University ★ ℝ
Marshall University ★ ℝ
Marywood University ★ ℝ
Messiah University
Millersville University ★ ℝ
Misericordia University ★
Moravian College ★
Muhlenberg College
The New School ★
New York University ★ ℝ
Pennsylvania State University ★ ℝ
Philadelphia College of Osteopathic Medicine ★
Philadelphia Museum of Art ★
Point Park University ★ ℝ
Robert Morris University ★
Rowan University ★ ℝ
Rutgers University ★ ℝ
Saint Francis University
Saint Joseph's University ★
Seton Hall University ★ ℝ
Shippensburg University
Slippery Rock University ★
State Library of Pennsylvania ★
Susquehanna University ℝ
Swarthmore College ★ ℝ
Temple University ★ ℝ
Thomas Jefferson University ★
University of Pennsylvania ★ ℝ
University of Pittsburgh ★ ℝ
University of Scranton ★ ℝ
University of the Sciences in Philadelphia ★ ℝ
Ursinus College
Villanova University ★ ℝ
Washington & Jefferson College ★
West Chester University ★ ℝ
West Virginia University ★ ℝ
Widener University
York College of Pennsylvania ★ ℝ
★ = E-ZBorrow Participant
ℝ = RapidILL Participant

5. Evolving Sharing as a Way of Life
Resource Sharing
(Mostly Print)
E-ZBorrow Program
RapidILL and more
PALCI’s foundations are
in Resource Sharing -- the
literal borrowing and
lending of physical items
as a way of providing
efficient access to each
others’ diverse
collections.
Collaborative
Licensing
(Electronic)
DDA
EBA
Subscriptions
PALCI-wide Purchases
PALCI members began
exploring new models for
sharing access and
ownership to content
digitally -- and in some
cases, working with
providers to develop new
models that fit our goals.
Holistic Collaborative
Collections
Strategies
Prospective Collections (E)
+
Retrospective Collections (P)
+
Resource Sharing (E & P)
_______________________
Designing new PALCI
strategies to leverage
diversity and increase access
to collections and services
Project ReShare
eBooks Strategies
A Healthy Sharing
Ecosystem for the
Future
Finding the right balance
to support sustainable
sharing, regardless of
format
Prioritizing our efforts for
impact and value
Exploring what’s needed
in the context of sharing,
including opportunities
like CDL, new license
terms

6. Collections Strategies Values Statements
(from a 2018 PALCI Collections Summit)
● Trust as the foundation of our collaboration, working on each other’s behalf
with candor, open debate, good faith, and the consortium’s best interests.
● Engaging and investing purposefully in the shared success of the collective,
robust sharing of our resources of all types, for the deepest collaboration
possible.
● Honoring and leveraging the diversity of our PALCI Community, with
institutions characterized by differences in institutional size, mission,
demographics, expertise, collections, programs, and approaches, while
acting in our collective best interest.
● Innovating and creating for our greater good, made possible by sharing risk.

7. Defining New Ways to Share: PALCI’s eBooks Strategy
Key Assumptions:
● We must transition our sharing strategies as more libraries move to E-preferred and examine the role libraries and
consortia will play in this new sharing ecosystem.
● The market for most publishers is already saturated.
● PALCI members may not always benefit equally, or in the same way, and that’s OK.
● Ownership is preferred, but access may be “good enough.”
● “Anchor institutions” have already made or committed significantly to the purchase of specific content or collections.
● The diversity and size of our PALCI Membership gives us strong buying power.
Developed by Angela Carreno & Bill Maltarich (New York University) together with the PALCI Collections Advisory Council.

8. Piloting Sharing-Friendly License Terms with Key Purchases
We’ve begun testing our ability to share in the electronic space, leveraging large, PALCI-wide purchase
agreements to secure frontlist and backlist content with the goal to procure eBooks with:
1) Full eBook ILL rights -- though there aren’t yet seamless technology approaches defined
2) Dual platform access and platform portability rights
3) Unlimited access AND perpetual ownership of frontlist and backlist gives libraries the ability to
predict consortial acquisitions and reallocate funds accordingly based on local need
4) Alumni access
Initial testing partners include SAGE and Oxford University Press, and ProQuest Ebook Central..
We’re applying some of these same ideas to other types of content purchases, too.

9. Empowering Sharing: Project ReShare
● PALCI was an early collaborator and investor in Project ReShare, and among the first to
test and implement
● Goal to develop a first-of-its-kind resource sharing system developed by and for libraries,
and owned by the community as an open source, standards-based collections sharing
empowerment solution.
● Early focus on returnables (print), future focus on non-returnables (electronic)
● Provides PALCI with a new shared index to provide a unified picture of what’s currently
held in 71 distinct ILSs.
● ReShare development opportunities for Controlled Digital Lending applications
● Join: https://projectreshare.org

10. Controlled Digital Lending Opportunities & Consortial Applications
CDL offers another mechanism for extending the type of sharing libraries do everyday based on right of first
sale, but it’s still very early days.
It’s not a particularly “pretty” solution: it’s expensive and time-consuming -- often a last resort.
It has huge potential for providing accessible services, and it has also proved to be a critical access point during
library closures, and hopefully will improve access beyond.
If implemented in consortial settings, there are huge opportunities for scale and efficiencies to this process that
could be managed in a way that’s respectful and non-damaging to publishers.
ReShare has developed a CDL roadmap, which it is aiming to fund for an upcoming development phase.
Participate in community around CDL:
- Controlled Digital Lending Implementers (CDLI): https://sites.google.com/view/cdl-implementers
- Consortia are beginning to collaborate on support for and approaches to CDL

11. Thank You!
jill@palci.org
@palcilibraries
@projectreshare