Fundamentals of License Negotiations Bibliography

1. 1
ER&L 101 Course: Fundamentals of Licensing and Negotiation
Presented by Anjana Bhatt and Claire Dygert
Licensing and Negotiation Bibliography
Compiled by Anjana Bhatt
Articles & Books:
1. Alford, D. E. (2002). Negotiating and analyzing electronic license agreements. Law
Library Journal, 94(4), 621-644.
2. Anderson, R. (2006). Got a simple and innovative pricing model? You can keep it.
Against the Grain, 18(3), 22, 24.
3. Anderson, S. (2001). Statewide database licensing: Past life and future focus. Alki,
17(2), 16-17.
4. 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.
5. Baker, A. (2000). The impact of consortia on database licensing. Computers in Libraries,
20(6), 46-50.
6. Bebbington, L. W. (2001). Managing content: Licensing, copyright and privacy issues in
managing electronic resources. Legal Information Management, 1(2), 4-12.
7. 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.
8. Blosser, J. (2000). Vendors and licenses: Adding value for customers. The Serials
Librarian, 38(1/2), 143-146.
9. Brevig, A. (2014). 7 Things to know before Signing a License. Online Searcher, 38(2),
54-57.

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10. 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.
11. 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.
12. Carpenter, T.A. (2010) ONIX for publications licenses: Getting an electronic grip on
license information. Serials Librarian. 58(1-4), 79-86.
13. Chamberlain, C. K. (2008). Breaking the bottleneck: Using SERU to facilitate the
acquisition of electronic resources. College & Research Libraries News, 69(11), 700-
702.
14. Chandler, A. (2003). An application profile and prototype metadata management system
for licensed electronic resources. College & Research Libraries News, 64(11), 705.
15. Collins, M. (2007). SERU: An alternative to licensing--an interview with Selden Durgom
Lamoureux. Serials Review, 33(2), 122-128.
16. Cox, J. (2009). As I see it!--to license or not to license? SERU's the question. Against
the Grain, 21(1), 79-80.
17. 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.122-144.
18. Duranceau, E. F. (2000). License tracking. Serials Review, 26(3), 69-73.
19. Durrant, F. (2003). Negotiating an online contract. Legal Information Management, 3(1),
10-12.
20. Dygert, C. & Barrett, H. (2016). Building your licensing and negotiation skills toolkit.
Serials Librarian, 70(1-4), 333-342.
21. Dygert, C. & Langendorfer, J.M. (2014). Fundamentals of e-resources licensing. Serials
Librarian, 66 (1-4), 289-297.

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22. Dygert C.T. & Parang, E. (2013). Honing your negotiation skills. Serials Librarian. 64(1-
4) 105-110.
23. Elam, D. (2008). Negotiating contracts. AIIM E-Doc Magazine, 34-35.
24. 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.
25. Fisher, R & Ury, William. (2011) Getting to Yes: Negotiating Agreement Without
Giving In. Penguin Books, NY.
26. Grogg, J; Morris, S. E., Ashmore, B & Langendorfer, J.M. (2012) Serials Librarian, 62 (1-
4),183-188.
27. Guenther, K. (2000). Making smart licensing decisions. Computers in Libraries, 20(6),
58-60.
28. Hahn, K. (2006). Do I have to negotiate a license for every E-resource I buy? Developing
a best practice option. ARL, (248), 11.
29. Hahn, K. L. (2007). SERU (shared electronic resources understanding): Opening up new
possibilities for electronic resources transactions. D-Lib Magazine,
30. Harris, L. (2000). Getting what you bargained for. Library Journal (1976), 20-22.
31. Harris, L. (2002). Licensing digital content: A practical guide for librarians. (pp. 137)
American Lib. Assn.
32. Harris, L. E. (2007). Bargaining for information? Here's how to get what you need.
Information Outlook, 11(2), 38-39.
33. Harris, L. E. (2008). Licensing digital content: Part 2. Information Outlook, 12(8), 42.
34. Harris, L. E. (2008). Licensing digital content: Part I. Information Outlook, 12(7), 50-51.
35. Harris, L. E. (2009). Ensuring appropriate conditions of use. Information Outlook, 13(4),
51-52.

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36. Harris, L. E. (2009). Licenses and legalities. American Libraries, 40(6/7), 58-60.
37. Harris, L. E. (2009). Taking time to define terms in license agreements. AALL Spectrum,
13(4), 10A-1A.
38. Harris, L.E. (2017). Negotiating better license agreements through mindfulness.
Information Outlook, 21(3), 17-18.
39. Hattig, N. (2007). Innovations affecting us--A home-grown license manager: Is it for your
library? Against the Grain, 19(3), 88-89.
40. Helmer, J. F. (2004). Progress along the road to statewide database licensing. OLA
Quarterly, 9(4/V10 part no1), 10-11, 28.
41. Hiatt, C & Derrik, T. (2014). Principles of Negotiation. Technicalities. 34,(2),10-13.
42. Horava, T. (2005). Access policies and licensing issues in research libraries. Collection
Building, 24(1), 9-11.
43. Horava, T. (2007). Licensing e-resources for alumni: Reflections from a pilot project.
College & Research Libraries News, 68(7), 437-441.
44. 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.
45. 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.
46. Johnson, J. L. (1999). License review and negotiation: Building a team-based
institutional process. Library Collections, Acquisitions, and Technical Services, 23(3),
339-341.
47. Kim, S. (2005). The pay-per-use revolution in the internet world. Online Information
Review, 29(4), 419-421.
48. Lawrence, E. (2000). Licensing: A publisher's perspective. The Serials Librarian, 38(1/2),
147-153.
49. Learning to read licenses. (2002). The School Librarian's Workshop, 22(10), 2-3.

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50. Leiding, R. (2000). Understanding the licensing landscape: Highlights of the ACRL
preconference. Library Collections, Acquisitions, and Technical Services, 24(2), 285-
287.
51. Lipinski, T. (2013). The Librarian’s Legal Companion for Licensing Information
Resources and Services. Neal-Schuman: Chicago.
52. Masango, C. A. (2005). Digital license agreements and their effects on acquisitions and
academic library users. South African Journal of Library and Information Science, 71(2),
127-135.
53. McGrath, M. (2003). The consortium site license: Is it a sustainable model? A
conference organized by the ingenta institute on 24 September 2002 at the royal society,
London. Interlending & Document Supply, 31(1), 42-45.
54. Meulen, K. (2003). Never pay full price: Negotiation strategies to use with online
resource companies. Voice of Youth Advocates, 26(1), 30-31.
55. Miller, K. M. (2003). Behind every great virtual library stand many great licenses. Library
Journal (1976), 20-22.
56. Moore, A. (2001). For immediate results, sign without thinking: Brief comments on
negotiating licensing agreements. Arkansas Libraries, 58(3), 18-20.
57. Nasea, M. (2000). The joy of license negotiation: Having fun and being careful. Library
Collections, Acquisitions, and Technical Services, 24(3), 436-439.
58. 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.
59. Pasanen, I. (2003). Committed to licensed information. IATUL Proceedings, 1-11.
60. Phillips, K. (2007). Licensing in an electronic world: A word of advice. Against the Grain,
19(4), 18, 20.

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61. Pike, G. H. (2002). The delicate dance of database licenses, copyright, and fair use.
Computers in Libraries, 22(5), 12-14, 63-4.
62. 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.
63. Rolnik, Z., Lamoureux, S., & Smith, K. A. (2008). Alternatives to licensing of E-
resources. The Serials Librarian, 54(3/4), 281-287.
64. Rossignol, L. R. (2000). Realistic licensing or licensing realities: Practical advice on
license agreements. The Serials Librarian, 38(3/4), 357-361.
65. Rupp, N., & Mobley, L. (2007). Use of technology in managing electronic resource
workflow. Against the Grain, 19(5), 18, 20, 22.
66. Russell, C. (2003). Reading the fine print. School Library Journal, 49(1), 39.
67. Ruth, L. B., & Collins, M. (2008). License mapping for ERM systems: Existing practices
and initiatives for support. Serials Review, 34(2), 137-143.
68. Schachter, D. (2006). The rules of negotiation. Information Outlook, 10(9), 8-9.
69. Shell, R. (2006). Bargaining for Advantage: Negotiation Strategies for Reasonable
People. Penguin Books: NY.
70. Smith, S. (2008). Brewing the perfect blend of free and fee. EContent, 31(3), 20-24.
71. 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.
72. Srivastava, S. D. (2002). Licensing electronic resources. The Serials Librarian, 42(1/2),
7-12.
73. Srodin, S. (2004). "Let's make a deal!" tips and tricks for negotiating content purchases.
Online (Weston, Conn.), 28(4), 16-19.

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74. Teaster-Woods, G. (2002). Tackling the monolith: Licensing management at the
consortial and local levels. The Serials Librarian, 42(3/4), 275-280.
75. Tenopir, C. (2008). SERU: A licensing advance. Library Journal (1976), 133(10), 26.
76. Yu, H. & Breivold, S. Eds. (2008) Electronic Resource Management in Libraries.
Research and Practice. New York, Information Science, Reference, 2008.
77. Watson, M. R. (2008). Licensing electronic resources: Is a lawyer in your future?
Technicalities, 28(4), 1, 11-13.
78. Wetzel, K. A. (2008). ONIX for publication licenses (ONIX-PL): Simplifying license
expression. D-Lib Magazine,
79. Will, L. G. (2008). Piercing the vendor veil. AALL Spectrum, 12(8), 24-5, 31.
80. Woodberry, E. (2002). Copyright vs. contract: Are they mutually exclusive? Australian
Academic & Research Libraries, 32 part i.e.33 no4, 269-274.
81. Wright, D. A. (2005). Library consortia: Do the models always work? Resource Sharing
and Information Networks, 18(1/2), 49-60.
Web Sites:
1. All you need to know about GDPR: https://corew.squarespace.com/s/Slides-All-you-
need-to-know-about-GDPR-0603compressed-spaj.pdf
2. CDL license Agreements Checklist: http://www.cdlib.org/vendors/checklist.html
3. Digital Millennium Copyright Act of 1998 http://www.copyright.gov/legislation/dmca.pdf
4. Fair use of copyrighter material.
http://www.utsystem.edu/ogc/intellectualproperty/copypol2.htm#course
5. GDPR –Deloitte:
https://www2.deloitte.com/content/dam/Deloitte/nl/Documents/risk/deloitte-nl-risk-gdpr-
vision-approach.pdf
6. GDPR for Dummies: https://www.slideshare.net/CarolineBoscher/gdpr-for-dummies
7. GDPR presentation by USGIF:
https://www2.deloitte.com/content/dam/Deloitte/nl/Documents/risk/deloitte-nl-risk-gdpr-

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vision-approach.pdf
8. GDPR: What does it mean for researchers
https://zenodo.org/record/1247457#.XFhbtao3mUl
9. GDPR – SAS: https://www.sas.com/content/dam/SAS/sv_se/doc/Presentation/sas-gdpr-
seminar-30-november-anna-borg.pdf
10. GDPR slides share https://www.slideshare.net/NaomiHolmes2/gdpr-presentation-slides
11. Google hit with first big GDPR fine over forced content; eight new complaints filed over
“right to access” https://www.privateinternetaccess.com/blog/2019/02/google-hit-with-
first-gdpr-fine-over-forced-consent-eight-new-complaints-filed-over-right-to-access/
12. IFLA Licensing principles: https://www.ifla.org/publications/ifla-licensing-principles-2001
13. Keeping up with… General data Protection Regulation (GDPR)
http://www.ala.org/acrl/publications/keeping_up_with/gdpr
14. LIBLICENSE project: http://liblicense.crl.edu/
15. ONIX PL: https://www.editeur.org/21/ONIX-PL/
16. SERU Recommended Practices. https://groups.niso.org/workrooms/seru/
17. Title 17- Copyrights.
http://www.law.cornell.edu/uscode/html/uscode17/usc_sup_01_17.html
18. Title 17: Chapter 1, section: 107. Limitations on exclusive rights: Fair use
http://www.law.cornell.edu/uscode/html/uscode17/usc_sec_17_00000107----000-.html
19. Title 17: Chapter 1, section: 108. Limitations on exclusive rights: Reproduction by
libraries and archives,
http://www.law.cornell.edu/uscode/html/uscode17/usc_sec_17_00000108----000-.html
20. CONTU guidelines on Photocopying under ILL arrangements. http://digital-law-
online.info/CONTU/contu24.html
21. Reproduction of copyrighted works by educators and Librarians.
http://www.copyright.gov/circs/circ21.pdf
22. The TEACH Act http://www.copyright.com/media/pdfs/CR-Teach-Act.pdf
23. Distance Education and the TEACH Act.
http://www.ala.org/Template.cfm?Section=Distance_Education_and_the_TEACH_Act&T
emplate=/ContentManagement/ContentDisplay.cfm&ContentID=25939
24. TEACH Act: http://en.wikipedia.org/wiki/TEACH_Act
25. Toolkit to help University Institutions Prepare for new Data Protection Legislation GDPR.
https://library.educause.edu/resources/2018/4/toolkit-to-help-university-institutions-

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prepare-for-new-data-protection-legislation-gdpr
26. U.S. Copyright Law. http://www.copyright.gov/title17/
27. What does GDPR mean for Libraries worldwide? ARL releases Issues brief.
https://www.arl.org/news/arl-news/4542-what-does-gdpr-mean-for-libraries-worldwide-
arl-releases-issue-brief#.XFhajao3mUk
28. What is GDPR? The summary guide to GDPR compliance in the UK
https://www.wired.co.uk/article/what-is-gdpr-uk-eu-legislation-compliance-summary-
fines-2018