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SHARE Notification System Project Plan

The SHared Access Research Ecosystem (SHARE) Notification System Project Plan, released February 6, 2014, details the first in a series of activities to be undertaken by SHARE to ensure that scholarly research outputs are discovered and built upon in a manner that facilitates and accelerates the research process.

pdf share-notification-system-project-plan.pdf

 
 

Vanderbilt Television News Archive

Vanderbilt Television News Archive, Vanderbilt University is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Quakers and Slavery

Quakers and Slavery, Haverford College is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Maine Memory Network

Maine Memory Network, Maine Historical Society is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Home Economics Archive: Research, Tradition, and History

Home Economics Archive: Research, Tradition, and History, Cornell University is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Grateful Dead Archive Online

Grateful Dead Archive Online, University of California, Santa Cruz is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Florida Folklife Collection

Florida Folklife Collection, Florida Department of State, Division of Library & Information Services is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Biodiversity Heritage Library

Biodiversity Heritage Library, Smithsonian Institution is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

American Antiquarian Society Digital Collections

American Antiquarian Society Digital Collections is one of eight case studies used in Searching for Sustainability: Strategies from Eight Digitized Special Collections (PDF)  (by Nancy L. Maron, Sarah Pickle, and Deanna Marcum), an article published in November 2013 by ARL and Ithaka S+R and funded by the Institute of Museum and Library Services (IMLS).

Case Study (PDF)

 
 

Searching for Sustainability: Strategies from Eight Digitized Special Collections

Searching for Sustainability report coverA report and eight cases studies by Nancy L. Maron, Sarah Pickle, and Deanna Marcum. Published November 2013 by ARL and Ithaka S+R. Funded by the Institute of Museum and Library Services (IMLS).

The report aims to address one of the biggest challenges facing libraries and cultural heritage organizations: how to move their special collections into the 21st century through digitization while developing successful strategies to make sure those collections remain accessible and relevant over time.

Report (PDF)

Case studies:

 
 

Restrictions on the Waiver of Rights

Jonathan Band and Deborah Goldman provide examples of statutory limitations on contractual waivers of rights. These examples come from the US Code; the New York and California Codes; uniform acts; and the European Union. They provide ample precedent for Congress to adopt restrictions on the enforcement of contractual terms that attempt to limit exceptions to the Copyright Act such as first sale or fair use.    


pdf restrictions_waiver_rights_08152013.pdf  
 


 
 

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

 
 

Code of Best Practices in Fair Use: Fair Use and Research Libraries

Discusses copyright and its problems, why librarians need useable fair use, and the Code of Best Practices in Fair Use for Academic and Research Libraries

pdf fair-use-code-slides-lib.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

 
   

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