Master of License Negotiations Your Three Hour Degree for Learning Practical Strategies and Tips Pre-Conference Workshop 29th Annual Pre-conference and Conference: Issues in Book and Serial Acquisitions November 4, 2009 9:00 A.M. – 12:00 P.M. PresenterAnjana H. BhattE-Resources LibrarianFlorida Gulf Coast UniversityE-mail: firstname.lastname@example.orgPhone: 239-590-7634 References ARTICLES & BOOKS Alford, D. E. (2002). Negotiating and analyzing electronic license agreements. Law Library Journal, 94(4), 621-644. Anderson, R. (2006). Got a simple and innovative pricing model? you can keep it. Against the Grain, 18(3), 22, 24. Anderson, S. (2001). Statewide database licensing: Past life and future focus. Alki, 17(2), 16-17. Anglada i de Ferrer,Lluis M., & Comellas, N. (2002). What's fair? pricing models in the electronic era. Library Management, 23(4/5), 227-233. Baker, A. (2000). The impact of consortia on database licensing. Computers in Libraries, 20(6), 46-50. Bebbington, L. W. (2001). Managing content: Licensing, copyright and privacy issues in managing electronic resources. Legal Information Management, 1(2), 4-12. Best, R. D. (2007). The network of Alabama academic libraries and the consortial licensing of electronic databases. Against the Grain, 19(3), 16, 18, 20. Blosser, J. (2000). Vendors and licenses: Adding value for customers. The Serials Librarian, 38(1/2), 143-146. Brown, K.C. (2008). Tactics and terms in the negotiation of electronic resource licenses. Book Chapter. Electronic Resource Management in Libraries; Research and Practice. Edited by Holly Yu & Scott Breivold. Pp 174-192. Carpenter, T. (2007). Standards column--ready to work without a license? NISO's shared E-resource understanding (SERU) working group. Against the Grain, 19(2), 92. Chamberlain, C. K. (2008). Breaking the bottleneck: Using SERU to facilitate the acquisition of electronic resources. College & Research Libraries News, 69(11), 700-702. Chandler, A. (2003). An application profile and prototype metadata management system for licensed electronic resources. College & Research Libraries News, 64(11), 705. Collins, M. (2007). SERU: An alternative to licensing--an interview with selden durgom lamoureux. Serials Review, 33(2), 122-128. Cox, J. (2009). As I see it!--to license or not to license? SERU's the question. Against the Grain, 21(1), 79-80. Davis,T.L. & Feather, C. (2008). The evolution of license content. Book Chapter. Electronic Resource Management in Libraries; Research and Practice. Edited by Holly Yu & Scott Breivold. Pp 122-144. Duranceau, E. F. (2000). License tracking. Serials Review, 26(3), 69-73. Durrant, F. (2003). Negotiating an online contract. Legal Information Management, 3(1), 10-12. Elam, D. (2008). Negotiating contracts. AIIM E-Doc Magazine, , 34-35. Eschenfelder, K. R. (2008). Every library's nightmare? digital rights management, use restrictions, and licensed scholarly digital resources. College & Research Libraries, 69(3), 205-225. Guenther, K. (2000). Making smart licensing decisions. Computers in Libraries, 20(6), 58-60. Hahn, K. (2006). Do I have to negotiate a license for every E-resource I buy? developing a best practice option. ARL, (248), 11. Hahn, K. L. (2007). SERU (shared electronic resources understanding): Opening up new possibilities for electronic resources transactions. D-Lib Magazine, Harris, L. (2000). Getting what you bargained for. Library Journal (1976), , 20-22. Harris, L. (2002). Licensing digital content: A practical guide for librarians. (pp. 137) American Lib. Assn. Harris, L. E. (2007). Bargaining for information? here's how to get what you need. Information Outlook, 11(2), 38-39. Harris, L. E. (2008). Licensing digital content: Part 2. Information Outlook, 12(8), 42. Harris, L. E. (2008). Licensing digital content: Part I. Information Outlook, 12(7), 50-51. Harris, L. E. (2009). Ensuring appropriate conditions of use. Information Outlook, 13(4), 51-52. Harris, L. E. (2009). Licenses and legalities. American Libraries, 40(6/7), 58-60. Harris, L. E. (2009). Taking time to define terms in license agreements. AALL Spectrum, 13(4), 10A-1A. Hattig, N. (2007). Innovations affecting us--A home-grown license manager: Is it for your library? Against the Grain, 19(3), 88-89. Helmer, J. F. (2004). Progress along the road to statewide database licensing. OLA Quarterly, 9(4/V10 part no1), 10-11, 28. Horava, T. (2005). Access policies and licensing issues in research libraries. Collection Building, 24(1), 9-11. Horava, T. (2007). Licensing e-resources for alumni: Reflections from a pilot project. College & Research Libraries News, 68(7), 437-441. Ives, G., & Fallon, S. (2009). Stung if you do, stung if you don't--the good and the bad of the big deal. The Serials Librarian, 56(1-4), 163-167. Jewell, T., Davis, T. L., Grover, D., & Grogg, J. E. (2007). Mapping license language for electronic resource management. The Serials Librarian, 52(1/2), 29-36. Johnson, J. L. (1999). License review and negotiation: Building a team-based institutional process. Library Collections, Acquisitions, and Technical Services, 23(3), 339-341. Kim, S. (2005). The pay-per-use revolution in the internet world. Online Information Review, 29(4), 419-421. Lawrence, E. (2000). Licensing: A publisher's perspective. The Serials Librarian, 38(1/2), 147-153. Learning to read licenses.(2002). The School Librarian's Workshop, 22(10), 2-3. Leiding, R. (2000). Understanding the licensing landscape: Highlights of the ACRL preconference. Library Collections, Acquisitions, and Technical Services, 24(2), 285-287. Masango, C. A. (2005). Digital licence agreements and their effects on acquisitions and academic library users. South African Journal of Library and Information Science, 71(2), 127-135. McGrath, M. (2003). The consortium site licence: Is it a sustainable model? A conference organised by the ingenta institute on 24 september 2002 at the royal society, london. Interlending & Document Supply, 31(1), 42-45. Meulen, K. (2003). Never pay full price: Negotiation strategies to use with online resource companies. Voice of Youth Advocates, 26(1), 30-31. Miller, K. M. (2003). Behind every great virtual library stand many great licenses. Library Journal (1976), , 20-22. Moore, A. (2001). For immediate results, sign without thinking: Brief comments on negotiating licensing agreements. Arkansas Libraries, 58(3), 18-20. Nasea, M. (2000). The joy of license negotiation: Having fun and being careful. Library Collections, Acquisitions, and Technical Services, 24(3), 436-439. Parkhurst, C. A. (2002). Supporting the remote user of licensed resources. Attracting, educating, and serving remote users through the web. (pp. 197-225) Neal-Schuman; Neal-Schuman. Pasanen, I. (2003). Committed to licensed information. IATUL Proceedings, , 1-11. Phillips, K. (2007). Licensing in an electronic world: A word of advice. Against the Grain, 19(4), 18, 20. Pike, G. H. (2002). The delicate dance of database licenses, copyright, and fair use. Computers in Libraries, 22(5), 12-14, 63-4. Richards, R. C. (2000). Licensing agreements: Contracts, the eclipse of copyright, and the promise of cooperation. Publishing and the law. (pp. 89-107) Haworth Press; Haworth Press. Rolnik, Z., Lamoureux, S., & Smith, K. A. (2008). Alternatives to licensing of E-resources. The Serials Librarian, 54(3/4), 281-287. Rossignol, L. R. (2000). Realistic licensing or licensing realities: Practical advice on license agreements. The Serials Librarian, 38(3/4), 357-361. Rupp, N., & Mobley, L. (2007). Use of technology in managing electronic resource workflow. Against the Grain, 19(5), 18, 20, 22. Russell, C. (2003). Reading the fine print. School Library Journal, 49(1), 39. Ruth, L. B., & Collins, M. (2008). License mapping for ERM systems: Existing practices and initiatives for support. Serials Review, 34(2), 137-143. Schachter, D. (2006). The rules of negotiation. Information Outlook, 10(9), 8-9. Smith, S. (2008). Brewing the perfect blend of free and fee. EContent, 31(3), 20-24. Soules, A. & Ferullo, D.L. (2008). Copyright implications for electronic resources. Book Chapter. Electronic Resource Management in Libraries; Research and Practice. Edited by Holly Yu & Scott Breivold. Pp 145-173.. Srivastava, S. D. (2002). Licensing electronic resources. The Serials Librarian, 42(1/2), 7-12. Srodin, S. (2004). "
Let's make a deal!"
tips and tricks for negotiating content purchases. Online (Weston, Conn.), 28(4), 16-19. Teaster-Woods, G. (2002). Tackling the monolith: Licensing management at the consortial and local levels. The Serials Librarian, 42(3/4), 275-280. Tenopir, C. (2008). SERU: A licensing advance. Library Journal (1976), 133(10), 26. Yu, H. & Breivold, S. Eds. (2008) Electronic Resource Management in Libraries. Research and Practice. New York, Information Science, Reference, 2008. Watson, M. R. (2008). Licensing electronic resources: Is a lawyer in your future? Technicalities, 28(4), 1, 11-13. Wetzel, K. A. (2008). ONIX for publication licenses (ONIX-PL): Simplifying license expression. D-Lib Magazine, Will, L. G. (2008). Piercing the vendor veil. AALL Spectrum, 12(8), 24-5, 31. Woodberry, E. (2002). Copyright vs contract: Are they mutually exclusive? Australian Academic & Research Libraries, 32 part i.e.33 no4, 269-274. Wright, D. A. (2005). Library consortia: Do the models always work? Resource Sharing and Information Networks, 18(1/2), 49-60. WEB SITES MODEL LICENSES & LAWS
Guide to Model Licenses http://www.jisc-collections.ac.uk/model_licence/coll_guide_jiscmodel.aspx
Digital Millennium Copyright Act of 1998 http://www.copyright.gov/legislation/dmca.pdf
Liblicense: Licensing Digital Resources: a resource for Librarians: Model License, License Vocabulary, Licensing terms and descriptions, and bibliography. http://www.library.yale.edu/~llicense/
Licensing Models (academic, consortia, public and special libraries). http://www.licensingmodels.com/
GUIDELINES AND SAMPLE CLAUSES
Northeast Research Libraries Consortium Licensing Guidelines http://www.library.yale.edu/NERLpublic/licensingprinciples.html
American Association of Law Libraries Guidelines on the fair use of copyrighted works by Law Libraries. http://www.aallnet.org/about/policy_fair.asp
Check list of points to be addressed in a CDL License Agreement. http://www.cdlib.org/vendors/checklist.html
Florida Center of Library Automation Consortium Guidelines http://fclaweb.fcla.edu/uploads/cdygert/Licensing_Guidelines.pdf
Guidelines for Statistical Measures of Usage of Web-Based information Resources http://www.library.yale.edu/consortia/2001webstats.htm
CONTU Guidelines, http://www.cni.org/docs/infopols/CONTU.html International Coalition of Library consortiums. http://www.library.yale.edu/consortia/ ICOLC Privacy Guidelines. http://www.library.yale.edu/consortia/2002privacyguidelines.html STANDARDS, CODES AND OTHER INFORMATION
Anderson, Rick, Associate Director for Scholarly Resources and Collections. Paper Presentation at “Second Exploring Acquisitions Conference. April 15 - 17, 2009. Oxford, England. Article Select Tokens; a flexible approach to accessing Wiley Inerscience. www.interscience.wiley.com Developing a Pay-Per-View Model in a Financially Challenging Budget Year. Presenter: Nicole Mitchell and Elizabeth Lorbeer, Lister Hill Library of the Health Sciences, University of Alabama at Birmingham http://connect.ala.org/files/19990/lorbeer_and_mitchell_developing_a_pay_per_view_mod_4a69fefba6.pdf Saturday July 11, 2009. Effective use of Technology of Institutions. Presenter: Professor Jeff Haywood Vice-Principal Knowledge Management, Chief Information Officer and Librarian, University of Edinburgh. http://www.jisc.ac.uk/media/documents/events/2009/03/globaleconomyforum-mon.pdf Fast Food Nation/Google Generation/Financial Down Turn ... Meet the Library. Presenters: Ryan Weir and Ashley Ireland, Presenters, Murray State University, Murray, Kentucky http://connect.ala.org/files/19990/ireland_and_weir_fast_food_nation_google_generatio_4a69fefba6.pdf Saturday July 11, 2009.
Higher Education in Global Economy. Presenters: David Baker, Vice-Chair, JISC http://www.jisc.ac.uk/media/documents/events/2009/03/globaleconomyforum-mon.pdf
NISO Annual forum at ALA, 2009. The Changing Standards Landscape:Creative Solutions to Your Information Problems http://www.niso.org/news/events/2009/ala09/bisg Janus Challenge: A statewide initiative among the 11 state universities of Florida. http://www.slideshare.net/fsulibraries/anus-challenges-a-statewide-initiative-among-the-11-state-universities-in-florida-1288718?type=powerpoint "
Pay-Per-View Options: Is Transactional Access Right For My Institution?"
(ALCTS Electronic Resources Interest Group). http://connect.ala.org/node/79063 Saturday July 11, 2009. Pay Per View – Where We Were, Where We Are and Where Are We Going Next? Presenter: Beth R. Bernhardt, Jackson Library, University of North Carolina at Greensboro. http://connect.ala.org/files/19990/bernhardt_pay_per_view__where_we_were_where_we_are_4a69fefba4.pdf Saturday July 11, 2009. SURVEYS Survey of Library Database Licensing Practices. http://www.researchandmarkets.com/reportinfo.asp?report_id=586437&t=d&cat_id=