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Morris "Supporting A Digital Sharing Ecosystem: Consortial Approaches to Owning, Licensing & Sharing Digital Content"


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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.

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Morris "Supporting A Digital Sharing Ecosystem: Consortial Approaches to Owning, Licensing & Sharing Digital Content"

  1. 1. Supporting a Digital Sharing Ecosystem Consortial Approaches to Owning, Licensing & Sharing Digital Content
  2. 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. 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. 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. 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. 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. 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. 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. 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:
  10. 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): - Consortia are beginning to collaborate on support for and approaches to CDL
  11. 11. Thank You! @palcilibraries @projectreshare