Master of License Negotiations <br />Your Three Hour Degree for Learning Practical Strategies and Tips<br />Pre-Conference...
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...
Licensing Models (academic, consortia, public and special libraries).  http://www.licensingmodels.com/</li></ul>GUIDELINES...
American Association of Law Libraries Guidelines on the fair use of copyrighted works by Law Libraries.  http://www.aallne...
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/2001...
IFLA Licensing Principles http://archive.ifla.org/V/ebpb/copy.htm.</li></ul>CONTU Guidelines, http://www.cni.org/docs/info...
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  1. 1. Master of License Negotiations <br />Your Three Hour Degree for Learning Practical Strategies and Tips<br />Pre-Conference Workshop<br />29th Annual Pre-conference and Conference: Issues in Book and Serial Acquisitions<br />November 4, 2009<br />9:00 A.M. – 12:00 P.M.<br />PresenterAnjana H. BhattE-Resources LibrarianFlorida Gulf Coast UniversityE-mail: abhatt@fgcu.eduPhone: 239-590-7634<br />References <br />ARTICLES & BOOKS <br />Alford, D. E. (2002). Negotiating and analyzing electronic license agreements. Law Library Journal, 94(4), 621-644. <br />Anderson, R. (2006). Got a simple and innovative pricing model? you can keep it. Against the Grain, 18(3), 22, 24. <br />Anderson, S. (2001). Statewide database licensing: Past life and future focus. Alki, 17(2), 16-17. <br />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. <br />Baker, A. (2000). The impact of consortia on database licensing. Computers in Libraries, 20(6), 46-50. <br />Bebbington, L. W. (2001). Managing content: Licensing, copyright and privacy issues in managing electronic resources. Legal Information Management, 1(2), 4-12. <br />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. <br />Blosser, J. (2000). Vendors and licenses: Adding value for customers. The Serials Librarian, 38(1/2), 143-146. <br />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.<br />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. <br />Chamberlain, C. K. (2008). Breaking the bottleneck: Using SERU to facilitate the acquisition of electronic resources. College & Research Libraries News, 69(11), 700-702. <br />Chandler, A. (2003). An application profile and prototype metadata management system for licensed electronic resources. College & Research Libraries News, 64(11), 705. <br />Collins, M. (2007). SERU: An alternative to licensing--an interview with selden durgom lamoureux. Serials Review, 33(2), 122-128. <br />Cox, J. (2009). As I see it!--to license or not to license? SERU's the question. Against the Grain, 21(1), 79-80. <br />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.<br />Duranceau, E. F. (2000). License tracking. Serials Review, 26(3), 69-73. <br />Durrant, F. (2003). Negotiating an online contract. Legal Information Management, 3(1), 10-12. <br />Elam, D. (2008). Negotiating contracts. AIIM E-Doc Magazine, , 34-35. <br />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. <br />Guenther, K. (2000). Making smart licensing decisions. Computers in Libraries, 20(6), 58-60. <br />Hahn, K. (2006). Do I have to negotiate a license for every E-resource I buy? developing a best practice option. ARL, (248), 11. <br />Hahn, K. L. (2007). SERU (shared electronic resources understanding): Opening up new possibilities for electronic resources transactions. D-Lib Magazine, <br />Harris, L. (2000). Getting what you bargained for. Library Journal (1976), , 20-22. <br />Harris, L. (2002). Licensing digital content: A practical guide for librarians. (pp. 137) American Lib. Assn. <br />Harris, L. E. (2007). Bargaining for information? here's how to get what you need. Information Outlook, 11(2), 38-39. <br />Harris, L. E. (2008). Licensing digital content: Part 2. Information Outlook, 12(8), 42. <br />Harris, L. E. (2008). Licensing digital content: Part I. Information Outlook, 12(7), 50-51. <br />Harris, L. E. (2009). Ensuring appropriate conditions of use. Information Outlook, 13(4), 51-52. <br />Harris, L. E. (2009). Licenses and legalities. American Libraries, 40(6/7), 58-60. <br />Harris, L. E. (2009). Taking time to define terms in license agreements. AALL Spectrum, 13(4), 10A-1A. <br />Hattig, N. (2007). Innovations affecting us--A home-grown license manager: Is it for your library? Against the Grain, 19(3), 88-89. <br />Helmer, J. F. (2004). Progress along the road to statewide database licensing. OLA Quarterly, 9(4/V10 part no1), 10-11, 28. <br />Horava, T. (2005). Access policies and licensing issues in research libraries. Collection Building, 24(1), 9-11. <br />Horava, T. (2007). Licensing e-resources for alumni: Reflections from a pilot project. College & Research Libraries News, 68(7), 437-441. <br />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. <br />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. <br />Johnson, J. L. (1999). License review and negotiation: Building a team-based institutional process. Library Collections, Acquisitions, and Technical Services, 23(3), 339-341. <br />Kim, S. (2005). The pay-per-use revolution in the internet world. Online Information Review, 29(4), 419-421. <br />Lawrence, E. (2000). Licensing: A publisher's perspective. The Serials Librarian, 38(1/2), 147-153. <br />Learning to read licenses.(2002). The School Librarian's Workshop, 22(10), 2-3. <br />Leiding, R. (2000). Understanding the licensing landscape: Highlights of the ACRL preconference. Library Collections, Acquisitions, and Technical Services, 24(2), 285-287. <br />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. <br />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. <br />Meulen, K. (2003). Never pay full price: Negotiation strategies to use with online resource companies. Voice of Youth Advocates, 26(1), 30-31. <br />Miller, K. M. (2003). Behind every great virtual library stand many great licenses. Library Journal (1976), , 20-22. <br />Moore, A. (2001). For immediate results, sign without thinking: Brief comments on negotiating licensing agreements. Arkansas Libraries, 58(3), 18-20. <br />Nasea, M. (2000). The joy of license negotiation: Having fun and being careful. Library Collections, Acquisitions, and Technical Services, 24(3), 436-439. <br />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. <br />Pasanen, I. (2003). Committed to licensed information. IATUL Proceedings, , 1-11. <br />Phillips, K. (2007). Licensing in an electronic world: A word of advice. Against the Grain, 19(4), 18, 20. <br />Pike, G. H. (2002). The delicate dance of database licenses, copyright, and fair use. Computers in Libraries, 22(5), 12-14, 63-4. <br />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. <br />Rolnik, Z., Lamoureux, S., & Smith, K. A. (2008). Alternatives to licensing of E-resources. The Serials Librarian, 54(3/4), 281-287. <br />Rossignol, L. R. (2000). Realistic licensing or licensing realities: Practical advice on license agreements. The Serials Librarian, 38(3/4), 357-361. <br />Rupp, N., & Mobley, L. (2007). Use of technology in managing electronic resource workflow. Against the Grain, 19(5), 18, 20, 22. <br />Russell, C. (2003). Reading the fine print. School Library Journal, 49(1), 39. <br />Ruth, L. B., & Collins, M. (2008). License mapping for ERM systems: Existing practices and initiatives for support. Serials Review, 34(2), 137-143. <br />Schachter, D. (2006). The rules of negotiation. Information Outlook, 10(9), 8-9. <br />Smith, S. (2008). Brewing the perfect blend of free and fee. EContent, 31(3), 20-24. <br />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..<br />Srivastava, S. D. (2002). Licensing electronic resources. The Serials Librarian, 42(1/2), 7-12. <br />Srodin, S. (2004). " Let's make a deal!" tips and tricks for negotiating content purchases. Online (Weston, Conn.), 28(4), 16-19. <br />Teaster-Woods, G. (2002). Tackling the monolith: Licensing management at the consortial and local levels. The Serials Librarian, 42(3/4), 275-280. <br />Tenopir, C. (2008). SERU: A licensing advance. Library Journal (1976), 133(10), 26. <br />Yu, H. & Breivold, S. Eds. (2008) Electronic Resource Management in Libraries. Research and Practice. New York, Information Science, Reference, 2008.<br />Watson, M. R. (2008). Licensing electronic resources: Is a lawyer in your future? Technicalities, 28(4), 1, 11-13. <br />Wetzel, K. A. (2008). ONIX for publication licenses (ONIX-PL): Simplifying license expression. D-Lib Magazine, <br />Will, L. G. (2008). Piercing the vendor veil. AALL Spectrum, 12(8), 24-5, 31. <br />Woodberry, E. (2002). Copyright vs contract: Are they mutually exclusive? Australian Academic & Research Libraries, 32 part i.e.33 no4, 269-274. <br />Wright, D. A. (2005). Library consortia: Do the models always work? Resource Sharing and Information Networks, 18(1/2), 49-60. <br />WEB SITES<br />MODEL LICENSES & LAWS<br /><ul><li>Guide to Model Licenses http://www.jisc-collections.ac.uk/model_licence/coll_guide_jiscmodel.aspx
  2. 2. Digital Millennium Copyright Act of 1998 http://www.copyright.gov/legislation/dmca.pdf
  3. 3. Liblicense: Licensing Digital Resources: a resource for Librarians: Model License, License Vocabulary, Licensing terms and descriptions, and bibliography. http://www.library.yale.edu/~llicense/
  4. 4. Licensing Models (academic, consortia, public and special libraries). http://www.licensingmodels.com/</li></ul>GUIDELINES AND SAMPLE CLAUSES<br /><ul><li>Northeast Research Libraries Consortium Licensing Guidelines http://www.library.yale.edu/NERLpublic/licensingprinciples.html
  5. 5. American Association of Law Libraries Guidelines on the fair use of copyrighted works by Law Libraries. http://www.aallnet.org/about/policy_fair.asp
  6. 6. Check list of points to be addressed in a CDL License Agreement. http://www.cdlib.org/vendors/checklist.html
  7. 7. Florida Center of Library Automation Consortium Guidelines http://fclaweb.fcla.edu/uploads/cdygert/Licensing_Guidelines.pdf
  8. 8. Guidelines for Statistical Measures of Usage of Web-Based information Resources http://www.library.yale.edu/consortia/2001webstats.htm
  9. 9. IFLA Licensing Principles http://archive.ifla.org/V/ebpb/copy.htm.</li></ul>CONTU Guidelines, http://www.cni.org/docs/infopols/CONTU.html<br />International Coalition of Library consortiums. http://www.library.yale.edu/consortia/<br />ICOLC Privacy Guidelines. http://www.library.yale.edu/consortia/2002privacyguidelines.html<br />STANDARDS, CODES AND OTHER INFORMATION<br /><ul><li>SERU http://www.niso.org/committees/SERU/
  10. 10. SERU FAQs: http://www.niso.org/committees/SERU/SERU_FAQ.html
  11. 11. Upcoming and past SERU Presentations http://www.niso.org/committees/SERU/events.html
  12. 12. Best Practices for SERU under recommended practice series (NISO-RP-2-2008)
  13. 13. http://www.niso.org/standards/resources/RP-7-2008.pdf
  14. 14. Installing LOCKSS. http://www.lockss.org/lockss/Installing_LOCKSS
  15. 15. LOCKSS http://www.lockss.org/lockss/Home
  16. 16. LOCKSS: List of journals and articles on LOCKSS related topics. http://www.lockss.org/lockss/Publications
  17. 17. LOCKSS. http://en.wikipedia.org/wiki/LOCKSS
  18. 18. CLOCKSS http://www.clockss.org/clockss/Home
  19. 19. CLOCKSS FAQ http://www.clockss.org/clockss/FAQ
  20. 20. Portico Facts and figures : http://www.portico.org/news/facts.pdf
  21. 21. Portico List of publishers http://www.portico.org/about/part_publishers.html.
  22. 22. Portico List of participating libraries http://www.portico.org/about/participating_libraries.html
  23. 23. Portico List of Titles: http://www.portico.org/about/committed_titles_alpha.html
  24. 24. Portico Presentations: http://www.portico.org/news/presentations.html
  25. 25. Portico related Articles http://www.portico.org/news/articles.html
  26. 26. Portico Papers http://www.portico.org/news/papers.html</li></ul>CONFERENCE AND VENDOR PRESENTATIONS<br />ER pricing Models<br /><ul><li>Article Choice Science Direct http://info.sciencedirect.com/buying/individual_article_purchase_options/articlechoice/
  27. 27. ebrary creating Patron Driven Purchasing Model. http://www.libraries.wright.edu/noshelfrequired/?p=174</li></ul>Anderson, Rick, Associate Director for Scholarly Resources and Collections. Paper Presentation at “Second Exploring Acquisitions Conference. April 15 - 17, 2009. Oxford, England.<br />Article Select Tokens; a flexible approach to accessing Wiley Inerscience. www.interscience.wiley.com<br />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.<br />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<br />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.<br /><ul><li>Higher Education in Global Economy. Presenters: David Baker, Vice-Chair, JISC http://www.jisc.ac.uk/media/documents/events/2009/03/globaleconomyforum-mon.pdf</li></ul>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<br />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<br />" 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.<br />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.<br />SURVEYS<br />Survey of Library Database Licensing Practices. http://www.researchandmarkets.com/reportinfo.asp?report_id=586437&t=d&cat_id=<br />

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