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E-News for ARL Directors

January 2011 E-News

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E-News for ARL Directors is a collaboration of ARL program staff, compiled and edited by Charles Lowry (clowry@arl.org) and Sarah Lippincott (slippincott@arl.org).

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TABLE OF CONTENTS

Governance and Membership Activities

1. ARL Committee & Working Group Members Appointed

2. ARL Membership to Convene May 4–6 in Montreal

Influencing Public Policies

3. US Supreme Court Affirms Lower Court Ruling in Costco v. Omega

4. FCC Votes to Enact “Net Neutrality” Rules, Verizon Challenges Rules in Court

5. ARL Joins in Letter Concerning WikiLeaks and Freedom of the Press

6. US Departments of Labor and Education Announce New $2 Billion Grant Program with OER Conditions

7. NARA Leadership Commended for Role in Federal Records Case

8. Hildreth Confirmed as New IMLS Director, LSTA Reauthorized

9. President Signs America COMPETES Act

10. White House Releases Memo on Scientific Integrity

11. New Order Issued in Copyright Infringement Case

12. Boarman Sworn in as Public Printer

13. Baish Named Superintendent of Documents

14. ARL Releases “Fair Use Challenges in Academic and Research Libraries”

15. Appropriations Update

Reshaping Scholarly Communication

16. Author Rights in Content Licenses Blog Launched

17. Digital Public Library of America Proposed

18. RIN publishes E-journals: Their Use, Value and Impact—Final Report

19. SPARC Innovator Highlights Power of Open Access and Community Engagement

20. Open Access Week Dates Announced

21. SPARC Meeting Highlights Power Of Repositories for Driving Open Access

22. World’s Largest Medical Student Organization Throws Weight Behind Open Access

Transforming Research Libraries

23. Registration for Workshop on Scenario Planning Now Open

24. ARL Launches 21st Century Research Library Collections Task Force

25. Shared Print Archiving Reports Released

26. CLIR Releases Digital Forensics Report

27. European Report Considers Digitized Cultural Collections

28. CNI Update

Diversity, Professional Workforce, and Leadership Development

29. ARL Hosts Seventh Annual Leadership Symposium

30. Leadership and Career Development Program Fellows Meet

31. ARL Selects 2011-12 Research Library Fellows

32. ALA Accepting Applications for 2011–2012 Diversity Research Grants

Library Statistics and Assessment

33. ARL Annual Statistical Surveys Update

34. ARL Publishes Annual Salary Survey 2009–2010

35. ARL Forms Task Force to Review ARL Annual Salary Survey, ARL Statistics, and ARL Supplementary Statistics

36. Videos from Lib-Value Workshop Now Available Online

37. Library Assessment Conference Update Available Online

38. LibQUAL+® 2011 Survey Data Collection Now Open; Recent Presentations Available

39. ARL Offers New Consulting Service: Organizational Performance Assessment for Libraries (OPAL)

40. Registration Now Open for ARL Balanced Scorecard Webinar

Other Items of Interest to ARL Directors

41. Publications Recently Released by ARL

42. ARL Transitions

43. ARL Staff Transitions

44. Honors


GOVERNANCE AND MEMBERSHIP ACTIVITIES

1. ARL Committee & Working Group Members Appointed

The ARL Executive Committee—Carol Mandel, ARL President (New York); Winston Tabb (Johns Hopkins); Brinley Franklin, ARL Past President (Connecticut); and Charles B. Lowry, ex officio (ARL)—has appointed member representatives to serve on ARL committees and working groups that had openings. Jim Williams (Colorado at Boulder) was named chair of the Influencing Public Policies Steering Committee and Carton Rogers (Pennsylvania) was named chair of the Transforming Research Libraries Steering Committee. Carole Moore (Toronto) continues as chair of the Reshaping Scholarly Communication Steering Committee. Williams, Rogers, and Moore will serve as ex-officio members of the ARL Board. An up-to-date roster of Board, committee, task force, and working group members is on the ARL website.

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2. ARL Membership to Convene May 4–6 in Montreal

Convening every five years for a joint meeting, ARL and the Canadian Association of Research Libraries (CARL) will meet in Montreal, Quebec, Canada. ARL President, Carol Mandel (New York) and CARL President, Ernie Ingles (Alberta) will convene the meeting on Wednesday, May 4. A detailed schedule is forthcoming in February.

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INFLUENCING PUBLIC POLICY

3. US Supreme Court Affirms Lower Court Ruling in Costco v. Omega

On December 13, 2010, the U.S. Supreme Court decided Costco v. Omega in a manner that eliminated none of the uncertainty caused by the lower court’s ruling in that case. The U.S. Court of Appeals for the Ninth Circuit had ruled that the copyright law’s “first sale doctrine” did not apply to copies manufactured abroad. This ruling cast doubt on a library’s ability to circulate books and other materials manufactured outside of the United States. In a four to four vote, the Supreme Court affirmed the lower court’s judgment “by an equally divided Court.” This means that the Ninth Circuit’s ruling stands within the Ninth Circuit, but is not a binding precedent on courts in the rest of the country. Libraries must now decide whether to change their purchasing and lending practices in light of the Supreme Court’s decision. Jonathan Band, legal counsel to the Library Copyright Alliance, will be releasing a memorandum that suggests that a combination of defenses, including section 602(a)(3)(C) of the Copyright Act, the Ninth Circuit’s Drug Emporium exception; implied license; and fair use, allow libraries throughout the country to continue their existing purchasing and circulation practices with a fair degree of confidence that they will not infringe copyright by doing so. For more information, contact Prue Adler prue@arl.org.

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4. FCC Votes to Enact “Net Neutrality” Rules, Verizon Challenges Rules in Court

After years of debate and consideration, on December 21, 2010, the Federal Communications Commission (“FCC”) voted three to two in favor of enacting a narrow set of net neutrality rules to regulate the practices of broadband providers. “Net neutrality” is the principle that Internet users should have the right to access and provide content and use services via the Internet as they wish, and that network operators should not be allowed to “discriminate”—slow, block, or charge fees—for Internet traffic based on the source or content of its message. The wording of the net neutrality rules, advanced by FCC Chairman Julius Genachowski, appears to reflect an attempt at a compromise between network operators and advocates for strong net neutrality protections—including ARL, ALA, and EDUCAUSE. Ultimately, however, the limited scope of protection in the rules has not fully satisfied the concerns voiced by parties on both sides of the issue and has thus set the stage for further debate over regulation in the courts and in Congress. Two bills, H.R. 96 and H.R. 166, have been introduced relating to the FCC’s authority to regulate in this arena. Additional information on the background of the net neutrality debate and its implications to research libraries can be found in an article from ARL’s current issue of Research Library Issues, entitled “The Importance of Net Neutrality to Research Libraries in the Digital Age,” as well as the Principles Statement Letter submitted to FCC by ARL and higher education institutions in March 2010, calling on the FCC to codify open Internet principles.

On January 20, 2010, Verizon filed a notice of appeal in the U.S. Court of Appeals for the D.C. Circuit challenging the FCC’s authority to regulate broadband Internet access service. Under the Administrative Procedure Act (APA) and the Communications Act, those affected by agency rules (i.e. Verizon) can seek judicial review of agency regulations. In its filing, Verizon asserts that its appeal must be heard in the D.C. For more information, read the issue brief.

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5. ARL Joins in Letter Concerning WikiLeaks and Freedom of the Press

ARL joined the Electronic Frontier Foundation and others in the not for profit sector in an open letter to US government officials calling on these officials to respect freedom of expression. The letter focused on the public debate over the disclosures by WikiLeaks. The signatories of the letter urged caution “against any legislation that could weaken the principles of free expression vital to a democratic society or hamper online freedoms.” The letter also noted that:

  • Publishers have a First Amendment right to print truthful political information free of prior restraint, as established in New York Times v. United States.
  • Publishers are strongly protected by the First Amendment against liability for publishing truthful political information that is lawfully obtained, even if the original disclosure of that information to the publisher was unlawful, under Bartnicki v. Vopper.
  • Internet users have a First Amendment right to receive information, as repeatedly endorsed by a series of Supreme Court cases, including Stanley v. Georgia.
  • The public has a First Amendment right to voice opinions about government activities. This is core political speech, which receives the highest protection under the Constitution.

The full letter is available online.

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6. US Departments of Labor and Education Announce New $2 Billion Grant Program with OER Conditions

On January 20, the US Departments of Labor and Education announced the guidelines for a $2 billion grant program, the Trade Adjustment Assistance Community College and Career Training Grant [PDF], that seeks to extend job training at community colleges. Importantly, the grant program requires that any work product created through the program be an open educational resource (OER) and utilize a creative commons license. The grant guidelines state, “In order to further the goal of career training and education and encourage innovation in the development of new learning materials, as a condition of the receipt of a (“Grant”), the Grantee will be required to license to the public (not including the Federal Government) all work created with the support of the grant (“Work”) under a Creative Commons Attribution 3.0 License (“License”). Separate from the Creative Commons license to the public, the government reserves a paid-up, nonexclusive and irrevocable license to reproduce, publish, or otherwise use, and to authorize others to use for Federal purposes.”

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7. NARA Leadership Commended for Role in Federal Records Case

ARL joined with more than 30 organizations and well over 100 individuals in thanking the National Archives and Records Administration (NARA) for its leadership in investigating the Central Intelligence Agency’s (CIA) destruction of federal records. In the letter to the Archivist of the United States David Ferriero, the signatories noted that:

“[A]s organizations concerned with transparency and accountability, we are writing to support the re-opening of the National Archives and Records Administration’s (NARA) investigation into the Central Intelligence Agency’s (CIA) destruction of federal records showing the torture of detainees at CIA black sites, and to thank you for your leadership on this issue. By refusing to give the CIA a free pass, NARA proclaims its role not only as the final repository for our nation’s historical documents, but also as an active curator of federal records. When records are destroyed because they would reveal embarrassing information or illegal activities, the public is denied the right to understand and debate what the federal government is doing in its name, and hold the government accountable for its actions. Furthermore, the destruction of records makes it impossible for historians to someday write the authoritative history of our nation.”

The full letter is available online.

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8. Hildreth Confirmed as New IMLS Director, LSTA Reauthorized

On December 22, 2010, the US Senate confirmed by unanimous consent the nomination of Susan Hildreth to be Director of the Institute of Museum and Library Services (IMLS). IMLS is the primary source of federal support for the nation’s 122,000 libraries and 17,500 museums. Hildreth commented that she is “truly honored to have been appointed by President Barack Obama to serve as the fourth Director of the Institute of Museum and Library Services. I cannot imagine a more exciting and challenging responsibility than helping to create strong libraries and museums that sustain our heritage and culture and connect people to information and new ways of thinking.” Hildreth will serve a four-year term as the Director of the Institute. The directorship of the Institute alternates between individuals from the museum and library communities. Active in the American Library Association, Hildreth served as President of the Public Library Association in 2006. She has a master's degree in library science from State University of New York, Albany, a master's degree in business administration from Rutgers University and a bachelor of arts, cum laude, from Syracuse University. For more information, visit the IMLS website.

In a related action, on December 22, 2010, President Obama signed into law the Museum and Library Services Act of 2010 (S. 3984) [PDF], which reauthorizes the existing programs of IMLS. The reauthorization directs IMLS to take a more active role in research and data collection and to advise the President and Congress on museum, library, and information services. In addition, the law focuses on the development of essential 21st century skills. Finally, the expanded authority encourages greater collaboration between IMLS and other federal agencies.

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9. President Signs America COMPETES Act

On January 4, Following action by the Congress during the lame duck session, President Obama signed the America COMPETES Act (H.R. 5116), or “America Creating Opportunities to Meaningfully Promote Excellence in Technology, Education, and Science." The final legislation, significantly narrowed in scope by the US Senate, authorizes funding for several science, education, and technology agencies and programs at the Department of Energy, the National Institutes of Standards, and the National Science Foundation; authorizes DOE Advanced Research Projects Agency-Energy (ARPA-E); and has a strong focus on enhancing STEM education. In addition, Section 103 of the law includes provisions concerning public access to federally funded research and data, and calls for the convening of an interagency public access committee to coordinate federal policies on expanding public access to the results of federally supported research.

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10. White House Releases Memo on Scientific Integrity

E-News January 2011: Presidential Memo

On December 17, 2010, Dr. John Holdren, Assistant to the President for Science and Technology and Director of the Office of Science and Technology Policy, commented on a Presidential Memorandum on Scientific Integrity that provides guidance to federal science agencies on making rules to ensure scientific integrity. In releasing the memorandum, Dr. Holdren stated,

“The public must be able to trust the science and scientific process informing public policy decisions. Political officials should not suppress or alter scientific or technological findings and conclusions. If scientific and technological information is developed and used by the Federal Government, it should ordinarily be made available to the public. To the extent permitted by law, there should be transparency in the preparation, identification, and use of scientific and technological information in policymaking. The selection of scientists and technology professionals for positions in the executive branch should be based on their scientific and technological knowledge, credentials, experience, and integrity. The new memorandum describes the minimum standards expected as departments and agencies craft scientific integrity rules appropriate for their particular missions and cultures, including a clear prohibition on political interference in scientific processes and expanded assurances of transparency. It requires that department and agency heads report to me on their progress toward completing those rules within 120 days.”

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11. New Order Issued in Copyright Infringement Case

On December 28, 2010, Judge Orinda Evans issued a short but interesting order in the Georgia State University (GSU) e-reserves case. In a previous order, Judge Evans had dismissed two of the publishers' three claims against GSU. While one claim was dismissed on the merits, the other was dismissed because the publishers had mislabeled it. In the December 28 order, Judge Evans reinstated the second claim, which is now labeled "indirect infringement." The restored claim is not likely to change the course of the dispute; its outcome will still turn on whether the court finds that GSU employees routinely infringe copyright as they follow GSU policies. The full decision is available online [PDF].

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12. Boarman Sworn in as Public Printer

Following the appointment by the President during the Congressional recess, William J. Boarman was sworn in as the 26th Public Printer of the United States. President Barack Obama announced his appointment on December 29, 2010. Boarman began his career at the Government Printing Office (GPO) nearly 40 years ago. Mr. Boarman follows Robert Tapella as the Chief Executive Officer of the agency. For more information, visit the GPO website.

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13. Baish Named Superintendent of Documents

Public Printer Bill Boarman named Mary Alice Baish Assistant Public Printer, Superintendent of Documents, for the Government Printing Office (GPO). Baish will “work with more than 1,200 Federal depository libraries nationwide, through the Federal Depository Library Program (FDLP), to ensure Government information is available in all forms to the public.” Prior to her appointment at GPO, Baish served as the Director of Government Relations for the American Association of Law Libraries (AALL), a nonprofit educational organization that serves the information needs of the legal community. For more information, visit the GPO website.

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14. ARL Releases “Fair Use Challenges in Academic and Research Libraries”

ARL released “Fair Use Challenges in Academic and Research Libraries,” a report that summarizes research into the current application of fair use and other copyright exemptions to meet the missions of U.S. academic and research libraries. In dozens of interviews with veteran research and academic librarians, the researchers learned how copyright law comes into play as interviewees perform core library functions. The research was conducted in partnership with the Center for Social Media and the Program on Information Justice and Intellectual Property at American University. “Fair Use Challenges in Academic and Research Libraries” is part of a three-stage project funded by The Andrew W. Mellon Foundation, with the ultimate goal of developing and promoting a code of best practices in fair use for research libraries. The full report is available online. [PDF]

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15. Appropriations Update

On December 21, 2010, Congress passed another continuing resolution that provides FY 2011 appropriations for the Federal Government through March 4, 2011. This continues the funding of most federal programs at the FY 2010 level. Budget Committee Chairman Paul Ryan (R-WI) has set a savings target of $60 billion in FY 2011. The House Republican Study Committee introduced the Spending Reduction Act of 2011 which seeks to reduce federal funding by $2.5 trillion over ten years. Provisions in the bill would hold FY 2011 non-security discretionary funding at FY 2008 levels and proposes to eliminate several agencies and programs such as the National Endowment for the Humanities and the Corporation for Public Broadcasting. For more information, contact Prue Adler prue@arl.org.

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RESHAPING SCHOLARLY COMMUNICATION

16. Author Rights in Content Licenses Blog Launched

An ad hoc working group has created a new blog to share and discuss draft standard author rights language for library content licenses. This language is intended to be used by libraries and consortia as they negotiate contracts with content vendors in order to ensure that authors at these institutions retain consistent rights to make educational and scholarly uses of their own publications. To view the press release announcing the blog, visit the ARL website.

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17. Digital Public Library of America Proposed

The Berkman Center for Internet and Society will be hosting a research and planning initiative for a "Digital Public Library of America." With funding from the Alfred P. Sloan Foundation, Berkman will convene a large and diverse group of stakeholders in a planning program to define the scope, architecture, costs, and administration for the proposed digital library. Planning activities will be guided by a Steering Committee of library and foundation leaders, and a full slate of activities will be announced in early 2011. See the full press release on their website.

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18. RIN publishes E-journals: Their Use, Value and Impact—Final Report

The Research Information Network (RIN) has published the final report of a two part study that looks at how researchers in the UK use electronic journals; the value they bring to universities and research institutions; and the contribution they make to research productivity, quality and outcomes. Information about the research study and the resulting reports, working papers, and briefing documents can be found on the RIN website.

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E-News January 2011 - Ventura Perez

19. SPARC Innovator Highlights Power of Open Access and Community Engagement

To go beyond the confines of academia and engage with the community to improve their lives through research, Ventura R. Pérez launched an interdisciplinary open-access journal dedicated to the study of violence and the impact it has on society. A biological anthropologist at the University of Massachusetts Amherst, Pérez adopted an open-access model to share insights into the causes of violence directly with the communities affected, in addition to making the research available to scholars. For his efforts, Pérez is honored as SPARC’s first Innovator of 2011. For more information, visit the SPARC website.

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20. Open Access Week Dates Announced

Open Access Week 2011 will take place all over the world between October 24 and 30. In future, Open Access Week will be the last full week of October. For more information, see the Open Access Week website.

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21. SPARC Meeting Highlights Power Of Repositories for Driving Open Access

Summaries, slides, and video from the SPARC 2010 Digital Repositories Meeting, jointly hosted by SPARC, SPARC Japan/NII, and SPARC Europe in November 2010 are now available online. “Reputation management systems,” “new spin on Open Access,” “stretching knowledge bases,” “exposing reality,” and “valuing knowledge exchange at the institutional level” were just a few of the ways conference participants expressed their vision for advancing repository advocacy into the fuller fabric of the Open Access movement. Visit the meeting outcomes page for more information.

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22. World’s Largest Medical Student Organization Throws Weight Behind Open Access

In a move that demonstrates the building global momentum for student commitment to Open Access, the International Federation of Medical Students’ Associations (IFMSA) announced its membership in the Right to Research Coalition, an international alliance of undergraduate and graduate student organizations that promotes a more open scholarly publishing system through advocacy and education. The Right to Research Coalition now represents nearly 7 million students internationally. For more information, visit the Right to Research Coalition website.

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TRANSFORMING RESEARCH LIBRARIES

23. Registration for Workshop on Scenario Planning Now Open

As a follow-up to the release of the ARL 2030 Scenarios, registration is now open for “Planning with the ARL 2030 Scenarios,” a two-and-a-half day workshop at the Georgia Institute of Technology in Atlanta, GA. The workshop will run from Wednesday, March 23 through Friday, March 25.

This experiential learning event will use real library cases to take participants through a process of assessing an organization’s needs and mapping out a custom plan on how most effectively to incorporate the ARL 2030 Scenarios in the case organizations. Each participant will work through a diagnostic process to define the needs of his or her organization, master the concept of a strategic agenda, and learn techniques for implementing scenario planning activities. This is an active learning event, minimizing lecture and presentation, and maximizing interaction and activity.

For more information, and to register for the workshop, please visit the ARL website. The ARL 2030 Scenarios are also available online.

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24. ARL Launches 21st Century Research Library Collections Task Force

Tom Leonard (UC Berkeley) and Deborah Jakubs (Duke) are co-chairing a new ARL task force charged to "articulate an action plan on 21st Century research library collections and some of the emerging functions related to content managed by research libraries in a digital age." The nine members of the task force are working with Visiting Program Officer, Christine Avery (Penn State), to consult broadly with a range of related initiatives and leadership groups within ARL and beyond. In their work, which considers content broadly, they will be developing a new vision of research library collections content and will be working to advance joint initiatives among member libraries. The full task force membership is available on the ARL website.

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25. Shared Print Archiving Reports Released

Three recent publications provide important perspectives on the rapidly evolving opportunities for research libraries to initiate a collective creation of shared print collections.

OCLC Research has published “Cloud-sourcing Research Collections: Managing Print in the Mass-digitized Library Environment,” by Constance Malpas, which reports on the Cloud Library Project involving OCLC Research, New York University, the HathiTrust, and the ReCAP Consortium. Malpas concludes that “there is sufficient material in the mass-digitized library collection managed by the HathiTrust to duplicate a sizeable (and growing) portion of virtually any academic library in the United States, and there is adequate duplication between the shared digital repository and large-scale print storage facilities to enable a great number of academic libraries to reconsider their local print management operations.” The report is freely available online. [PDF]

The newly developed WEST project and the key success strategies it has devised for journal archiving are briefly described by Emily Stambaugh (CDL) in “Heading West: Circling the Wagons to Ensure Preservation and Access.” [PDF] The article, published in Against the Grain, is freely available online.

LYRASIS hosted an IMLS-funded workshop in October 2010 to consider issues around collaborative retention of print monographs. Participants considered key issues of concern and developed an action agenda. The summary report of the workshop is freely available.

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26. CLIR Releases Digital Forensics Report

Digital Forensics and Born-Digital Content in Cultural Heritage Collections,” by Matthew Kirschenbaum, Richard Ovendon, and Gabriela Redwine, considers how archivists and scholars might benefit from the techniques and technologies used by security and legal communities to gather evidence from computers and electronic devices. As personal “papers” and other cultural records are increasingly collected as files on hard drives, libraries can draw on digital forensics approaches developed for law enforcement. The report is freely available from the Council on Library and Information Resources.

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27. European Report Considers Digitized Cultural Collections

A new report from the European Union, “The New Renaissance,” [PDF] deals with a wide range of funding and policy issues involved in digitizing cultural heritage materials and sustaining access to these materials. It makes strong proposals about conditions that should be attached to public funding for digitization and for public-private partnerships, as well as for priorities in dealing with problems in the intellectual property system. Some of this material has rich connections with the work that the ARL Special Collections Working Group has been doing over the past year and ARL’s recently released, “Principles to Guide Vendor/Publisher Relations in Large-Scale Digitization Projects of Special Collections Materials.” [PDF]

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28. CNI Update

E-News January 2011 - Dan Cohen (Ivory Tower)

A. Spring Membership Meeting

Preparations are underway for the Spring 2011 CNI Membership Meeting, to be held April 4–5 in San Diego, CA. The Paul Evan Peters Award, which recognizes notable, lasting achievements in the creation and innovative use of information resources and services that advance scholarship and intellectual productivity through communication networks, will be presented during the event. Project briefing proposals are now being accepted; submit a proposal online from the meeting site, or by email to joan@cni.org.

B. CNI 2010–11 Program Plan

The CNI 2010–2011 Program Plan, which was distributed in printed form to participants at the Fall Membership Meeting in Washington, DC in December, is now available online from the CNI website. Please contact Jackie Eudell jackie@cni.org to request hard copies.

C. December CNI Conversations Podcast

The podcast of the December 16 CNI Conversations session is now available online. To subscribe to the audio feed add http://conversations.cni.org/feed on iTunes, or any podcatcher. This call featured a recap of the recent CNI Fall 2010 Membership Meeting by Executive Director Clifford Lynch, as well as discussion of the International Digital Curation Conference held in Chicago last December.

D. Videos and Interviews From CNI

Now available on CNI's YouTube and Vimeo channels:
* Clifford Lynch's opening plenary address from CNI's Fall 2010 Membership Meeting, in which he discussed the CNI 2010–11 Program Plan
* The Ivory Tower and the Open Web, the closing plenary address by Daniel J. Cohen, Director of the Center for History and New Media at George Mason University, presented at CNI's Fall 2010 Membership Meeting

Other sessions are being added and will be announced as they become available. All CNI-produced videos are available from CNI's video channels.

Many of the podcast interviews conducted by EDUCAUSE with key presenters and attendees at CNI's fall 2010 membership meeting are now available online. The interviews include a discussion with MIT's MacKenzie Smith on developments in the Simile Project, an overview of 2011 initiatives planned for the Library of Congress National Digital Preservation Program, and Dean Krafft on re-imagining IT at Cornell University.

For the Latest from CNI

CNI-ANNOUNCE: cni-announce-subscribe@cni.org
CNI News: http://news.cni.org/
Follow CNI: http://twitter.com/cni_org

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DIVERSITY, PROFESSIONAL WORKFORCE, AND LEADERSHIP DEVELOPMENT

29. ARL Hosts Seventh Annual Leadership Symposium

Over 50 MLIS students attended the Seventh Annual ARL Leadership Symposium held in San Diego, January 8–9. Program participants included 19 ARL Career Enhancement Program (CEP) fellows, 16 ARL Diversity Scholars, and other MLIS students and new professionals from throughout the country. The symposium curriculum included presentations by ARL staff on the major strategic areas of the Association, as well as on developing job-search skills, and on the evolving professional roles in ARL libraries. The event was generously underwritten by the Institute of Museum and Library Services (IMLS), Preservation Technologies, EBSCO, and ARL member libraries. For more information about the annual Leadership Symposium and about ARL’s Diversity Programs participants, visit the ARL website.

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30. Leadership and Career Development Program Fellows Meet

Fellows from the ARL Leadership and Career Development Program (LCDP) convened in San Diego, CA for the first of three in-person meetings that are part of this 18-month fellowship experience. The fellows were exposed to an array of presentations by ARL staff and program consultants, introducing the cohort to ARL’s major strategic directions and other topics related to leadership development and research strategies. The first LCDP Institute on Public Policy and Research Methodologies will be held in Washington, DC March 15–20. For more information on the LCDP and the 2011–2012 fellows, visit the ARL website.

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31. ARL Selects 2011-12 Research Library Fellows

The Association of Research Libraries (ARL) has selected 25 individuals to participate in the 2011–12 ARL Research Library Leadership Fellows (RLLF) Program. This executive leadership program seeks to meet increasing demands for succession planning for research libraries by preparing the next generation of deans and directors. This fourth offering of the RLLF Program is designed and sponsored by seven ARL member libraries: University of British Columbia Library, University of Illinois at Chicago Library, University of Colorado at Boulder Libraries, Dartmouth College Library, University of Miami Libraries, University of North Carolina at Chapel Hill Libraries, and Northwestern University Library. The 2011–12 RLLF applicant pool was highly competitive. The selection committee, composed of the ARL directors sponsoring the program, chose 25 fellows representing a broad array of backgrounds and experiences from multiple ARL institutions. For more information about the Research Library Leadership Fellows Program, visit the ARL website.

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32. ALA Accepting Applications for 2011–12 Diversity Research Grants

The American Library Association is now accepting applications for its 2011–12 Diversity Research Grants. Proposals may address any diversity topic, including the recruitment and promotion of diverse individuals within the profession or the provision of library services to diverse populations. The Diversity Research Grant consists of a one-time $2,000 award for original research and a $500 travel grant to attend and present at the 2012 ALA Annual Conference.

Since 2002, ALA’s Office for Diversity has sponsored the program “to address critical gaps in the knowledge of diversity issues within library and information science.” The application deadline is April 30. Applicants must be current ALA members. For more information about the grant application, read the press release on the ALA website.

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LIBRARY STATISTICS AND ASSESSMENT

33. ARL Annual Statistical Surveys Update

The status of the annual ARL statistical surveys is as follows:

  • ARL Annual Salary Survey 2010–11: Data are almost complete; preliminary tables expected in the coming days. The mailing is available on the ARL website.
  • ARL Statistics, Academic Health Sciences, Academic Law 2009–10: Data are currently being compiled and analyzed. Deadline has been extended to January 30. The mailing is available on the ARL website.
  • ARL Supplementary Statistics 2009–10: Data are currently being compiled and analyzed. Deadline has been extended to January 30. The mailing is available on the ARL website.
  • All data are readily accessible via the “Analytics” tab and “Data Repository” link at http://www.arlstatistics.org/ (login required; your library’s primary Statistics contact can approve your access to the system). The ARL Preservation Statistics is being discontinued. Future work in this area will focus on the development of a vision for 21st-century research library collections that addresses strategic directions for preservation activities.
  • ARL Statistics® Interactive Analytics is also now available on a subscription basis to nonmembers. Read the press release on the ARL website.

For more information about the annual surveys, contact Martha Kyrillidou martha@arl.org.

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34. ARL Publishes Annual Salary Survey 2009–2010

ARL has published the ARL Annual Salary Survey 2009–2010, which analyzes salary data for all professional staff working in the 124 ARL member libraries during 2009–10. Data are reported for 10,207 professional staff in the 114 university ARL libraries and for 3,811 professional staff in the 10 non-university ARL libraries. In the salary survey, data for university library staff are usually reported in three distinct groups: general library systems, health sciences libraries, and law libraries. The 2009–2010 data show that ARL librarians' salaries remained stable. The combined median professional salary in US and Canadian ARL university libraries was $64,560—an insignificant increase from the previous year. Over the same period, the Consumer Price Index declined 2% in the US and .9 % in Canada.

The ARL Annual Salary Survey 2009–2010 analyzes salary data from a number of different perspectives, including race, ethnicity, and gender. Minority librarians make up 14.3% of the professional staff in US ARL university libraries; the percentage of minorities in managerial or administrative positions is lower. Women comprise 68.2% of minority staff members. Gender-based salary differentials persisted in ARL libraries in 2009–10. The overall salary for women in the 114 ARL university libraries is 96.2% of that paid to men; this figure is the same as in 2008–2009. Other characteristics of ARL university libraries, such as size, public/private status, and location are also significant determinants of salary. The current state of these indicators is outlined in the Salary Survey's introduction and extensive tables. Visit the ARL website to learn more about the ARL Annual Salary Survey or to download a PDF of the publication.

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35. ARL Forms Task Force to Review ARL Annual Salary Survey, ARL Statistics, and ARL Supplementary Statistics

ARL has formed a Task Force to review and implement changes in the annual statistical surveys. In conjunction with ALA Midwinter, a meeting of the ARL Survey Coordinators and SPEC Liaisons was held on January 7. The discussion focused on the upcoming work of the Task Force on Reviewing the ARL Statistics, the ARL Supplementary Statistics, and the ARL Annual Salary Survey. Gordon Fretwell, serving as consultant, facilitated a discussion collecting feedback on the following questions:

  1. Regarding the Annual Salary Survey:
    • Are there job categories that no longer make sense, either by their definition or the number of staff to whom the categories apply? Which ones?
    • Are there new job categories that you feel are needed in order to adequately describe work being done as research libraries transition to their future state? How do you describe them?
  2. Regarding the annual Library Statistics compilation:
    • Are you asked to report statistics, which you feel are meaningless in research libraries as they transition to their future state? Which ones? Are you also asked to report them to the federal ALS survey (Statistics Canada for Canadian libraries)?
    • Are there new statistics/metrics that are helpful to describe the transition research libraries are making, which are not collected currently? What are they/how would you describe them?
  3. Regarding Special Collections (If convenient, please discuss this with either the Head(s) of Special Collections and/or the Director of the Library prior to midwinter):
    • With specific regard to special collections (however organized within your library), do you feel the single statistic now collected (linear feet of manuscripts) is adequate?
    • What metrics do you feel can contribute to a broader picture of their breadth, size, use and intellectual/scholarly importance?

The Personnel Administrators and Staff Development Officers Discussion group on January 9 collected feedback primarily on question one (above). The same afternoon Brinley Franklin (U of Connecticut), Gordon Fretwell, and Martha Kyrillidou presented on issues regarding recent changes to the annual survey cycle at the Preservation Administrators Forum, focusing primarily on issues related to question three (above). To provide feedback, send an email to stats@arl.org or post your input on the Library Assessment Blog.

Another in-person meeting "Regrounding the ARL Annual Surveys in the Digital Age: Revisiting Our Assumptions, Revising the Questions, and Incorporating Your Feedback," is scheduled to take place at the U of Pennsylvania on March 30 from 1:30 to 3:00 p.m. (the day prior to the ACRL meeting in Philadelphia). If you plan to attend this in-person meeting, please register online.

ARL Task Force members are also interviewing ARL Directors to gather feedback and will conclude this process by the end of February. For more information, contact Martha Kyrillidou martha@arl.org.

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E-News January 2011: Lib-Value

36. Videos from Lib-Value Workshop Now Available Online

ARL has released video recordings of the Lib-Value Workshop at the Gelman Library of George Washington University on June 26, 2010. The workshop was hosted to promote awareness of the current state of the art on methods related to Measuring Library Value and Return on Investment (ROI) in academic libraries. Participants were engaged with a review of methodologies developed and applied to date and informed of the expanding understanding of how we can measure, describe, and articulate the value of libraries in today’s competitive environment. Key members of the grant spoke at the workshop. Presentations included:

The PowerPoint presentations from this event, as well as additional information on the presenters, are also available online.

Lib-Value is a three-year study, funded by a grant from IMLS, with the ultimate goal of understanding how to measure value and return on investment (ROI) in all aspects of academic libraries. The workshop was a collaborative effort of ARL with the University of Tennessee, University of Illinois at Urbana-Champaign, and George Washington University. For more information on the Lib-Value grant, please visit the project’s website.

The latest information in relation to the Lib-Value grant activities was presented by Carol Tenopir (Co-Pi, U of Tennessee) [PDF], Megan Oakleaf (Syracuse U) [PDF] and Rachel Fleming-May (U of Tennessee) [PDF] during the Library Assessment Forum hosted by ARL on January 7, 2010, in San Diego.

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37. Library Assessment Conference Update Available Online

An update on last fall’s wildly successful Library Assessment Conference was presented by Steve Hiller (U of Washington), Martha Kyrillidou (ARL) and Jim Self (U of Virginia), Library Assessment Conference Co-Chairs, at the Library Assessment Forum held on January 7, 2010, in San Diego. Slides from the presentation are available online. [PDF]

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38. LibQUAL+® 2011 Survey Data Collection Now Open; Recent Presentations Available

In the midst a successful 2010—including the launching of a new and improved platform that offers a major enhancement to the protocol, a feature called “LibQUAL+® Lite”—LibQUAL+® announces the opening of registration for 2011. LibQUAL+® Lite is a shorter version of the survey that takes less time to complete. The Lite protocol uses item sampling methods to (a) gather data on all 22 LibQUAL+® core items, while (b) only requiring given individual users to respond to a subset of the 22 core questions. LibQUAL+® also introduced a new fee structure in 2010 with two important features. First, the standard base fee for the LibQUAL+® survey implementation was frozen, which carries over to 2011. Second, a new fee structure offers the LibQUAL+® survey to you for less on an annual and biennial basis. The pricing rewards periodic, structured participation, and encourages libraries to make participation decisions strategically, rather than on an ad hoc, one-time basis. For more information, read the press release.

Presentations from recent training activities hosted on January 10 in San Diego are available on the LibQUAL+® website. This set of presentations includes introduction to research and implementation issues and also highlights best practices in the use of the LibQUAL+® data as reported by Michael Maciel for Texas A&M and as reported by Raynna Bowlby for LibQUAL+® activities that took place at Brown University and the University of Connecticut.

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39. ARL Offers New Consulting Service: Organizational Performance Assessment for Libraries (OPAL)

OPAL—Organizational Performance Assessment for Libraries—is a new consulting service offered in 2011 through the Association of Research Libraries (ARL) to help academic libraries effectively integrate strategy, planning, and assessment within the institution so that ultimately the library is well prepared to demonstrate its value in advancing the organization. OPAL can guide the library to establish effective strategies aligned with its university mission and vision, to monitor and document progress toward plans and goals, and to provide stakeholders with a persuasive and easily understandable summary of the library’s role in the academy. OPAL can focus the library on strategic decision-making and on collecting, analyzing, and presenting information that demonstrates the library’s impact, outcomes, and value. OPAL is the successor to, and builds upon, the Effective, Sustainable, and Practical Assessment (ESP). For more information, read the press release on the ARL website.

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40. Registration Now Open for ARL Balanced Scorecard Webinar

Online registration is now open for the 2011 ARL Balanced Scorecard Webinar scheduled to take place on February 14 at 2:30 p.m.

The webinar will feature three ARL libraries (Johns Hopkins, McMaster, and the U of Washington) that have engaged the Balanced Scorecard framework, created by Harvard business professors Robert S. Kaplan and David P. Norton, in their strategy development through an ARL collaborative community based project. Ascendant Strategy Management, a consulting firm specializing in the application of the Balanced Scorecard framework in mission-driven organizations, will present the Balanced Scorecard theory with in-depth insights from organizations they have worked with in the not-for-profit sector. Ascendant is the consulting firm ARL is working with to bring the effective implementation of strategy development with the Balanced Scorecard to libraries.

The webinar will provide both leadership and organizational development perspectives from Johns Hopkins, McMaster, and the University of Washington and an opportunity to ask question and engage with the participants. The webinar is useful both for those interested in learning more about the Balanced Scorecard and for those who are interested in engaging with ARL and Ascendant in 2011 to develop their strategy using a well-established and proven perspective. A call for participation for a new cohort of libraries for a collaborative community based project will be announced in conjunction with the webinar. If interested, please contact Martha Kyrillidou martha@arl.org.

To learn about the work ARL libraries have implemented so far, listen to audio from the Fall Forum panel presentation Balanced Scorecard: A Framework for Strategic Change.

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OTHER ITEMS OF INTEREST TO ARL DIRECTORS

41. Publications Recently Released by ARL

spec 321 cover

Services for Users with Disabilities, SPEC Kit 321
By M. Suzanne Brown and LeiLani Freund
SPEC Kit 321 explores what services are being provided and how users are made aware of them; what assistive technologies are being offered today and who maintains them; which library staff have responsibility for providing services and how are they trained; and what service policies and procedures are in place for users with disabilities. Download the table of contents and executive summary or purchase a bound copy of the complete SPEC Kit from ARL.

ARL Annual Salary Survey 2009–2010
The survey analyzes salary data for all professional staff working in the 124 ARL member libraries during 2009–2010. Data are reported for 10,207 professional staff in the 114 university ARL libraries and for 3,811 professional staff in the 10 non-university ARL libraries. Download the PDF or purchase print copies from ARL.

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42. ARL Transitions

Harvard: Nancy M. Cline announced her intention to retire from her position of Roy E. Larsen Librarian, effective at the end of the academic year. For more information, read the article in the Harvard Gazette.

Louisville: Robert Fox has been named Dean of Libraries. He succeeds Hannelore B. Rader who retired in 2009. Fox is an alumnus of the 2009–10 ARL Research Library Leadership Fellows program. For more information, visit the Louisville website.

Northwestern: Sarah Pritchard's title has changed from Charles Deering McCormick University Librarian to Dean of Libraries and Charles Deering McCormick University Librarian.

Virginia Tech: Tyler Walters has been named Dean of University Libraries. He succeeds Eileen Hitchingham, who announced her intention to retire from the position, effective February 1. Walters is an alumnus of the 2009–10 ARL Research Library Leadership Fellows program. For more information, read the article in Virginia Tech News.

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43. ARL Staff Transitions

Christine Avery has been appointed a Visiting Program Officer for the 21st Century Research Library Collections Task Force. Her VPO position will help the task force develop an action plan that promotes a new understanding of the content and emerging functions that research libraries provide in the 21st Century digital networked environment. Avery is Head of the University College Libraries and Collection Development Coordinator for Commonwealth Campus Libraries at Penn State University.

Karla Strieb currently the Assistant Executive Director for the program on Transforming Research Libraries will become the Associate Director for Collections, Technical Services and Scholarly Communications at the Ohio State University Libraries (OSUL) on April 1, 2011. Karla has served as Assistant Executive Director for the Transforming Research Libraries program at ARL since 2009, after leading ARL’s Scholarly Communication program beginning in 2005.

Karla’s role at ARL has been one of identifying emerging issues for research libraries, promoting strategic change and assisting member libraries in building programmatic capacity in new areas. Under her leadership, the program has launched a scenario planning initiative for research libraries and has been active in areas ranging from special collections to e-science. Karla’s work as leader of ARL’s scholarly communications program focused on key issues like the changing nature of publishing and new roles for libraries in disseminating knowledge, the rise of new kinds of scholarly resources, new thinking about ownership and copyright management, and the need for libraries to develop collections of new kinds of content such as research data and digital and digitized works.

At OSUL, Karla will focus on the acquisition and delivery of content in all forms. She will manage the collection development process, including policy development and budget allocation; acquisition and description of content, including special collections materials, preservation services; and collection access and storage, including circulation, e-reserves and interlibrary services. Karla’s division will also have responsibility for scholarly communications initiatives, including the Knowledge Bank, e-publishing, and policy oversight for collections to be digitized. Collaboration with OhioLINK and the CIC are key responsibilities as well.

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44. Honors

Deanna Marcum, associate librarian for Library Services at the Library of Congress, will receive an honorary Doctor of Humane Letters degree from North Carolina State University. Dr. Marcum is being honored for her role in forging a path to make our national library—and research libraries in general—as relevant in the digital world as they have been in the print environment.

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01/26/11

Charles B. Lowry
Executive Director
clowry@arl.org

Sarah Lippincott
Communications Program Associate
slippincott@arl.org

Association of Research Libraries
21 Dupont Circle
Washington DC 20036
voice: (202) 296-2296
fax: (202) 872-0884


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