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SHared Access Research Ecosystem (SHARE) Proposal

The Association of American Universities (AAU), the Association of Public and Land-grant Universities (APLU), and ARL have drafted a proposal in response to the OSTP memo: The SHared Access Research Ecosystem (SHARE).

pdf share-proposal-07june13.pdf

The proposal begins:

Research universities are long-lived and are mission-driven to generate, make accessible, and preserve over time new knowledge and understanding. Research universities collectively have the assets needed for a national solution for enhanced public access to federally funded research output. As the principal producers of the resources that are to be made publicly available under the new White House Office of Science and Technology Policy (OSTP)[1] memorandum, and that are critical to the continuing success of higher education in the United States, universities have invested in the infrastructure, tools, and services necessary to provide effective and efficient access to their research and scholarship. The new White House directive provides a compelling reason to integrate higher education’s investments to date into a system of cross-institutional digital repositories that will be known as SHared Access Research Ecosystem (SHARE)...

Comments and questions about the draft SHARE proposal (PDF) are welcome—please send e-mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 
 

Appraising our Digital Investment: Sustainability of Digitized Special Collections in ARL Libraries

While many research libraries have begun to digitize their collections and share best practices around the steps required to create digital content, much less is known about what happens post-launch. Building on previous research by Ithaka S+R that defined key aspects of sustainable digital content, Appraising our Digital Investment: Sustainability of Digitized Special Collections in ARL Libraries offers a first look at the practices, attitudes, costs, and revenues associated with caring for digitized special collections. The report shares results from a survey conducted on the sustainability of digitized special collections at ARL member institutions.

pdf digitizing-special-collections-report-21feb13.pdf

 
 

Report of the ARL Joint Task Force on Services to Patrons with Print Disabilities (Nov. 2, 2012)

Research libraries have a responsibility to make library collections and services universally accessible to their patrons. And as research libraries provide more content electronically to students, faculty members, researchers, and others, the role of libraries and other partners in their institutions and beyond is changing in the provision of information resources and services to patrons with disabilities.

pdf print-disabilities-tfreport02nov12.pdf

 
 

Success of Fair Use Codes of Best Practices

Does the approach of creating a code of best practices, anchored in professional practice, actually work to expand the utility of fair use? What has happened to others who used codes of best practices to gain access to their rights? This document describes specific examples of success with using codes of best practice.

pdf fair-use-codes-success.pdf

 
       

Fair Use and Education: The Way Forward

The ability to make reasonable "fair use" of copyrighted material is both economically and culturally important to the enterprise of education. In asserting fair use, teachers, librarians, and others cannot rely on a claim of "educational exceptionalism," for which there is no clear basis in U.S. Copyright law. Instead, they should seek to take advantage of current trends in copyright caselaw, including the marked trend toward preferring uses that are "transformative," where the amount of content used is appropriate to the transformative purpose. Over twenty years, we have accumulated considerable information about what constitutes "transformativeness," and members of the education community are well-positioned to provide persuasive narratives explaining how educational uses significantly repurpose and add value to the copyrighted content they incorporate. Published in Law & Literature, Vol. 24 No. 3 (Fall 2012).

pdf jaszi-education-and-fair-use.pdf

 
 

Golan v. Holder: A Farewell to Constitutional Challenges to Copyright Laws

On January 13, 2012, the Supreme Court by a 6-2 vote affirmed the Tenth Circuit decision in Golan v. Holder. The case concerned the constitutionality of the Uruguay Round Agreements Act (URAA), which restored copyright in foreign works that had entered into the public domain because the copyright owners had failed to comply with formalities such as notice; or because the U.S. did not have copyright treaties in place with the country at the time the work was created (e.g., the Soviet Union)

pdf golan_summary_06feb12.pdf

 
   

The Law of Fair Use and the Illusion of Fair-Use Guidelines

Several "official" and formal guidelines that attempt to define the scope of fair use for specific applications—notably for education, research, and library services—have emerged in the years since passage of the Copyright Act of 1976. Although some interested parties and some governmental agencies have welcomed these guidelines, none of them ever has had the force of law. This article analyzes the origins of guidelines, the various governmental documents and court rulings that reference the guidelines, and the substantive content of the guidelines themselves to demonstrate that in fact the guidelines bear little relationship, if any, to the law of fair use.

pdf fair-use-code-crews.pdf

 
     

Code of Best Practices in Fair Use: Designing the Public Domain

This Note from the Harvard Law Review organizes research on pro-social motivation around the motivation-fostering effects of empowerment, community, and fairness. By incorporating these norms into the cultural architecture of the public domain, we can promote greater information production at less cost than by relying solely on the intellectual property system's traditional tools of exclusion.

pdf fair-use-code-harvard.pdf

 
   

Accessibility, The Chafee Amendment, and Fair Use

Flyer discussing fair use and the reproduction of material for use by disabled students, faculty, staff, and other appropriate users.

pdf Code-brief-chaffee-amendment-2012.pdf

 
 

You Can't Be Too Careful: The Cost of Conservatism to Academic and Research Librarians' Mission

Argues the value of the Code of Fair Use for Academic and Research Libraries to help librarians determine fair use guidelines for their institutions.

pdf fair-use-code-cost-of-conservatism.pdf

 
 

Resource Packet on Orphan Works: Legal and Policy Issues for Research Libraries

There is long-standing interest in identifying orphan works, books that are subject to copyright but whose copyright holders cannot be identified or contacted. Orphan works comprise a significant percentage of ARL collections, and there is deep interest in making these works discoverable and more accessible. Recently, the University of Michigan announced the initiation of the Orphan Works Project. The focus of the project is on US digitized books held by HathiTrust, a partnership of major research institutions and libraries working to ensure that the cultural record is preserved and accessible long into the future.

pdf resource_orphanworks_13sept11.pdf

 
       

ARL Profiles: Research Libraries 2010

This report includes a thorough content analysis of narrative descriptions of research libraries at the end of the first decade of the 21st century. The profile analysis has engaged qualitative methods to describe research libraries that complement the annual quantitative ARL Statistics®. The contextual information provided in this report documents the importance of the public good research libraries provide in an increasingly globalized environment by making their services more readily available; they are becoming an integral part not only of the physical but also the virtual academic experience in addition to setting standards and exploring best practices with national and international visibility, among other things.

A PDF of the report is available here pdf arl-profiles-report-2010.pdf

Seven other PDFs of appendices, examples, and additional material are also on this website.

Print copies of the report are available for $20.00 plus shipping & handling.

 
       

Living the Future: Organizational Performance Assessment

Organizational performance assessment is a practice-based framework that builds on the synergy between planning and assessment, and results in the discernment of impact and value. It promotes a set of practices that enable the library to effectively integrate planning, strategy, performance, assessment, and organizational development in order to advance the parent institution’s mission. This paper discusses some foundations of organizational performance assessment, useful practices, and examples from libraries that are―living the future.

pdf bowlby-organizational-performance-assessment-5-31-11.pdf

 
 

Overview of the ARL/DLF E-Science Institute

The E-Science Institute is designed to help research libraries develop a strategic) agenda for e-research support, with a particular focus on the sciences. The Institute consists of a series of interactive modules that take small teams of individuals from research libraries through a six-month process to strengthen and advance their e-research support strategy.

pdf arl-dlf-escience-inst-overview-apr11.pdf

 
 

Questions from the NRNT Digital Curation and Preservation Webcast

These questions were asked during the April 7, 2011, webcast "New Roles for Research Libraries: Digital Curation for Preservation," but were left unanswered due to time constraints. The Association of Research Libraries (ARL) asked the webcast panel and the report authors to develop written responses to the unanswered questions in an effort to deepen webcast participants' understanding of the topic.

pdf nrnt_dc_webcast_qanda_apr07.pdf

 
 

A Guide For the Perplexed Part IV: The Rejection of the Google Books Settlement

On March 22, 2011, Judge Denny Chin rejected the proposed settlement in copyright infringement litigation over the Google Library Project. Judge Chin found that the settlement was not "fair, reasonable, and adequate" as required by the Federal Rules of Civil Procedure. Judge Chin issued the decision over a year after the fairness hearing he conducted. His opinion agrees in large measure with the objections to the settlement asserted by the U.S. Department of Justice at the hearing and in its written submissions. This paper discusses the opinion and where it leaves Google Books Search.

pdf guide-for-perplexed-part4-apr11.pdf

 
   
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