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This document provides a summary of a 3-hour workshop on mastering license negotiations for electronic resources. The workshop aims to teach practical strategies and tips through presentations and examples. It covers topics such as analyzing license agreements, understanding different pricing models, best practices for negotiations, and standards for resource sharing. References are provided for over 80 articles, books, and websites dealing with license agreements, consortial licensing, and standards like SERU.

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Master of License Negotiations Your Three Hour Degree for Learning Practical Strategies and TipsPre-Conference Workshop29th Annual Pre-conference and Conference: Issues in Book and Serial AcquisitionsNovember 4, 20099:00 A.M. – 12:00 P.M.PresenterAnjana H. BhattE-Resources LibrarianFlorida Gulf Coast UniversityE-mail: abhatt@fgcu.eduPhone: 239-590-7634References 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 SITESMODEL LICENSES & LAWSGuide 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 CLAUSESNortheast 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
IFLA Licensing Principles http://archive.ifla.org/V/ebpb/copy.htm.CONTU Guidelines, http://www.cni.org/docs/infopols/CONTU.htmlInternational Coalition of Library consortiums. http://www.library.yale.edu/consortia/ICOLC Privacy Guidelines. http://www.library.yale.edu/consortia/2002privacyguidelines.htmlSTANDARDS, CODES AND OTHER INFORMATIONSERU http://www.niso.org/committees/SERU/