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E-News for ARL Directors

April 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 and Kaylyn Groves.

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TABLE OF CONTENTS

Governance and Membership Activities

1. ARL Membership to Convene May 4–6 in Montréal

Influencing Public Policies

2. US Budget Update

3. US House of Representatives Votes against Net Neutrality

4. Georgia State University E-Reserves Case Trial Date Set

5. Google Books Settlement: Parties Granted Extension as Fallout Continues

6. ARL Suggests Privacy Rules for Google Books

7. ARL Joins EFF Amicus Brief Defending Online "Safe Harbors"

8. SPARC Marks Third Anniversary of NIH Public Access Policy

Reshaping Scholarly Communication

9. Berlin 9 Open Access Conference to Convene in US

10. SPARC, SPARC Europe, COAR Respond to Publishers’ Self-Deposit Policies

11. Subject Repositories E-Forum Launched by SPARC

12. Library Publishing Services: Strategies for Success—Speakers Announced

13. Peter Suber on Open Access as Humanitarian Aid

14. Sparky Awards Deadline Approaches—May 26

15. TRLN Receives Mellon Grant to Investigate E-Book Models

16. Online Peer Review to be Developed, Tested at NYU

17. Humanities Research Practices: RIN Publishes Case Studies

18. Costs, Benefits in Scholarly Communication Transitions: RIN Issues Report

Transforming Research Libraries

19. ARL/DLF E-Science Institute Faculty Announced

20. New Roles for Research Libraries: Digital Curation for Preservation—Video Online

21. Ithaka S+R Releases Library Survey 2010

22. CNI Update

Diversity, Professional Workforce, and Leadership Development

23. UNC Hosts ARL Research Library Leadership Fellows for Strategic Issues Institute

24. Purdue Hosts ARL Diversity Scholars—Applications for Next Class Due June 1

Library Statistics and Assessment

25. ARL Annual Statistical Surveys Update

26. LibQUAL+® Update

27. ClimateQUAL® Update

28. Library Assessment Forum to Be Held June 24 in New Orleans

29. Library Value & ROI: Recent Critiques, Implementations

30. RIN, RLUK Report on the Value of Libraries

31. COUNTER E-Usage Metrics: Call for Input re Release 4 by May 31

32. Journal Usage Factor Research Continues in the UK

33. Publisher and Institutional Repository Usage Statistics (PIRUS)

Other Items of Interest to ARL Directors

34. Call for Proposals for SPEC Survey Topics—Deadline July 22

35. ARL Transitions

36. ARL Staff Transitions

37. Honors


GOVERNANCE AND MEMBERSHIP ACTIVITIES

1. ARL Membership to Convene May 4–6 in Montréal

The 158th ARL Membership Meeting will convene in Montréal, Québec, on Wednesday, May 4, at 3:30 p.m. to engage in a series of program sessions on “Transcending National Borders.” Topics will cover a range of issues including emerging data policies, STM journal market trends, scholarly communication partnerships, and international copyright. This membership meeting is a joint meeting with the Canadian Association of Research Libraries (CARL). The ARL Business Meeting will be held on Thursday, May 5, 8:30–10:30 a.m. The meeting schedule for members and invited guests is available on the ARL website.

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INFLUENCING PUBLIC POLICIES

2. US Budget Update

On April 15, President Obama signed the Department of Defense and Full Year Continuing Appropriations Act that funds the US Government through September 30, the remainder of the fiscal year. This Continuing Resolution (CR) agreement averted a government shutdown, though upcoming negotiations on FY 2012 funding may prove to be equally difficult as well as the debate to raise the US Government’s debt limit. The agreement reduces federal spending by $38.5 billion from FY 2010 budget levels and imposes a 0.2% across-the-board reduction to all non-defense discretionary programs; this latter reduction is not reflected in the numbers included below. The budgets of several agencies and programs of key interest to ARL are now subject to budget reductions for the remainder of FY 2011. ARL is representing the interests of the research library community in these budget discussions on Capitol Hill.

Library of Congress (LC)

The CR provides $629.9 million in funding for LC, a reduction of $13.4 million (or -2%) below the FY 2010 level.

National Archives and Records Administration (NARA)

The CR provides $429,756 million for NARA, a reduction of $30,351 million (or -6.6%) from FY 2010. In addition, the CR provides $6,986 million for the National Historical Publications and Records Administration, down from $13 million in FY 2010.

National Institutes of Health (NIH) and National Library of Medicine (NLM)

The CR provides NIH with $30.7 billion, a 0.8% reduction from FY 2010. With the across-the-board reduction, NIH anticipates a -1% reduction for FY 2011.

Department of Education, Title VI/Fulbright Hays International Programs

These international programs are slated to be cut by $50 million (or -39.7%) from the FY 2010 level of $125.9 million. This reduction, if implemented, would result in FY 2011 funding of only $75.9 million for Title VI/Fulbright Hays International Education Programs. The Secretary of Education has some flexibility in how these cuts may be implemented within the overall Higher Education Program account.

Institute of Museum and Library Services (IMLS)

The CR provides $237.8 million for IMLS for FY 2011, a total decrease of $44.4 million (or -15.7%) from FY 2010. The $44.4 million reduction consists of a $28 million decrease in the CR and $16.4 million cut by eliminating earmarks.

National Endowment for the Humanities (NEH)

The CR provides $155 million in funding for NEH. This is a $12.5 million reduction (or -7.5%) from the FY 2010 level of $167.5 million.

For more information, contact Prue Adler.

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3. US House of Representatives Votes against Net Neutrality

On April 8, the US House of Representatives passed legislation that seeks to overturn the Federal Communications Commission’s (FCC) December 2010 network neutrality rules. The bill invokes Congressional authority to override regulatory agency rulemaking. If the Senate passes the bill, it is expected that President Obama will veto it. 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” against Internet traffic—by slowing or blocking it or by charging fees—based on the source or content of its message. The net neutrality rules approved by the FCC reflect an attempt at a compromise between network operators and advocates for strong net neutrality protections, including ARL, ALA, and EDUCAUSE. For more information, visit the ARL website.

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4. Georgia State University E-Reserves Case Trial Date Set

Judge Orinda Evans has set May 16 as the trial date for Cambridge University Press et al. v. Patton et al., the legal dispute over Georgia State University's (GSU) e-reserves and course management systems. Late last year the judge dramatically narrowed the issues in the case, directing the parties to focus their attention on whether the particular e-reserves postings for a three-semester period were infringing or fair use. The judge had already dismissed claims of direct and contributory infringement, saying that the GSU defendants had neither committed any alleged infringement themselves nor profited directly from any alleged infringement. At trial, publishers will have to show that a critical mass of GSU's reserves requests were infringing, and GSU will have the opportunity to prove instead that they were fair use. More information is available on the ARL Policy Notes blog.

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5. Google Books Settlement: Parties Granted Extension as Fallout Continues

On April 14, Judge Denny Chin agreed to give the parties in the Google Books litigation until June 1 to prepare for a status conference, when Google and the rights-holder plaintiffs will determine what happens next. The judge had initially set April 25 as the status conference date, but lawyers for Google and the rights holders requested a five-week extension. There is little evidence at this point to indicate whether the parties will appeal the rejection of their proposed settlement, come forward with a new proposal, or abandon the settlement process and return to litigating in court.

Meanwhile, analysis of the rejection of the settlement and its consequences has continued. Jonathan Band released “A Guide for the Perplexed Part IV,” the latest in his series on the evolving Google Books saga. On the ARL Policy Notes blog, Brandon Butler pointed out that the rejection had no impact whatsoever on the original fair use defense of Google's book search service. Indiana University and the University of Illinois announced a partnership with HathiTrust to enable greater computational uses of the digital corpus created in part by Google partner libraries. Law professor James Grimmelmann keeps an ongoing list of news stories about the settlement.

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6. ARL Suggests Privacy Rules for Google Books

On April 26, ARL filed comments with the Federal Trade Commission (FTC) to suggest that it require strong protection for reader privacy in the Google Books service. As part of a wide-ranging draft consent order, the FTC plans to require that Google devise a comprehensive privacy program that will govern all of its products and services. Google will be subject to regular privacy audits for the next 20 years to ensure its compliance with the order. The FTC order is the result of an investigation of the Google Buzz social networking service, which raised serious privacy concerns when Google automatically enrolled its Gmail e-mail users without their consent. The FTC found that Google engaged in deceptive privacy practices in the deployment of the Buzz service.

In its comments to the FTC, ARL points out the privacy concerns libraries and other organizations had raised about the proposed Google Books settlement. While the proposed settlement has been rejected by the court, many of the privacy concerns raised in that context are relevant to the existing Google Books service. The FTC's order provides an opportunity to ensure that Google addresses those concerns. For more detail, read ARL's comments to the FTC.

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7. ARL Joins EFF Amicus Brief Defending Online "Safe Harbors"

In an April 7 amicus brief joined by ARL, ALA, and several other library groups, the Electronic Frontier Foundation (EFF) asked a federal appeals court to apply well-established rules that protect online service providers from being sued for copyright infringement by their users. Viacom and other rights holders have sued Google (parent company of YouTube) over infringing videos uploaded by users to YouTube, arguing for a very cramped reading of the “safe harbor” provisions in the Digital Millennium Copyright Act. The trial court rejected these novel interpretations and Viacom has appealed. More information is available from the EFF website. ARL’s Brandon Butler blogged about the case when ARL joined a similar brief at the trial stage last year.

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8. SPARC Marks Third Anniversary of NIH Public Access Policy

To build upon the success of the three-year-old Public Access Policy of the National Institutes of Health (NIH), SPARC has written to key US policy makers requesting that they expand the policy’s scope and shorten its embargo period. To read the letters, visit the SPARC website.

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RESHAPING SCHOLARLY COMMUNICATION

9. Berlin 9 Open Access Conference to Convene in US

Berlin 9

The ninth installment in the Berlin Open Access Conference series—which convenes leaders around the Berlin Declaration on Open Access to Knowledge in the Sciences and Humanities—will take place at the Howard Hughes Medical Institute in Chevy Chase, Maryland, November 9–10. The Berlin 9 Open Access Conference will focus on the role that open online access can play in accelerating the conduct and communication of scholarship, and the opportunities this presents to the funders, creators, and end users of this information. Berlin 9 is being organized by representatives from the science, humanities, research, funding, and policy communities, including the Marine Biological Laboratory. Conference planning is being coordinated by the Max Planck Society, SPARC, and ARL. For more information, see the SPARC news release.

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10. SPARC, SPARC Europe, COAR Respond to Publishers’ Self-Deposit Policies

Earlier this month, SPARC, SPARC Europe, and the Confederation of Open Access Repositories (COAR) issued a statement regarding publishers’ self-deposit policies. The three organizations write, “We have recently noted that some journal publishers have sought to negotiate individually with universities and research institutes, seeking to increase embargo periods for authors depositing their articles (final version or pre-prints) into repositories, and requesting embargo periods that go beyond what is already stated in the publishers’ own policies. We strongly urge institutions not to enter into individual agreements with publishers that supersede the existing policies of the publisher or any previous licensing agreements.” The complete statement is available on the SPARC website.

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11. Subject Repositories E-Forum Launched by SPARC

SPARC is hosting a new discussion forum dedicated to the unique needs of the subject-based digital repository community. As repositories continue to grow as an engine for driving open access worldwide, challenges and opportunities emerge and the demand for more focused conversations rises. For more details and to join the forum, see the SPARC news release.

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12. Library Publishing Services: Strategies for Success—Speakers Announced

The roster of invited speakers and participants has been finalized for the IMLS-funded workshops, Library Publishing Services: Strategies for Success. Each workshop will feature five focused topics with three panel speakers for each topic. The workshops are scheduled for three consecutive weeks in May on the campuses of the Georgia Institute of Technology (May 4–6), University of Utah (May 11–13), and Purdue University (May 18–20). The outcomes of these workshops will be brought together with the results of a survey and three case studies in library publishing to inform the construction of a white paper, to be made available through the SPARC Campus-Based Publishing website this fall. For more information, visit the SPARC website.

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13. Peter Suber on Open Access as Humanitarian Aid

In the SPARC Open Access Newsletter, Peter Suber discusses open access to research as humanitarian aid after the tsunami in Japan. Read the full article on the SPARC website.

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14. Sparky Awards Deadline Approaches—May 26

The importance of the student stake in opening access to scholarly research will be highlighted in Open Up!—the fourth annual Sparky Awards student video contest. Students are uniquely positioned to advance open access. Students, along with faculty and administrators, can make open access to institutional research outputs and wider access to the whole scholarly record a reality through their publishing, copyright, and policy choices. Open Up! calls on students to let the world know they support open access and to say why. This year, entries are invited in four categories: Animation, Speech, Remix, and People's Choice. For more details, visit the Sparky Awards website.

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15. TRLN Receives Mellon Grant to Investigate E-Book Models

The Triangle Research Libraries Network (TRLN) has received a $41,000 grant from the Andrew W. Mellon Foundation to develop business models and licensing terms for the cooperative acquisition of e-books. Included in the grant activity is development of a community statement on consortial e-book pricing models, licensing terms, and negotiation strategies; an invitational summit to examine market offerings and library needs; and an analysis of member, library, and publisher data. For more information, review the TRLN news release.

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16. Online Peer Review to be Developed, Tested at NYU

New York University (NYU) Press, which is part of the NYU Division of Libraries, has been awarded a grant of $50,000 from the Andrew W. Mellon Foundation to develop and test a method of conducting open, public, online, peer-to-peer (P2P) review of scholarly monographs and journal articles. NYU Press will collaborate on the project with MediaCommons, a digital scholarly network affiliated with both NYU Libraries and the Institute for the Future of the Book. The project will result in a white paper that will assess the value and shortcomings of P2P review, articulate criteria and protocols that are both rigorous and flexible enough to apply across disciplines, identify the technical functionalities necessary to support these protocols, and assess tools and platforms currently available for online peer review. The white paper will be made available for open peer review as part of its publication process. For more details, see the NYU press release.

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17. Humanities Research Practices: RIN Publishes Case Studies

The Research Information Network (RIN) has published the second report in a series of three sets of case studies within different disciplines—life sciences, humanities, and physical sciences—that investigate how researchers discover, use, create, and manage their information resources. Reinventing Research? Information Practices in the Humanities provides detail on the work of humanities scholars and confirms that researchers are working with new tools and technologies, and in increasingly collaborative environments. The variety of approaches taken by humanities scholars should be understood by libraries in order to provide the necessary research support. Download a copy of the report from the RIN website.

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18. Costs, Benefits in Scholarly Communication Transitions: RIN Issues Report

As part of its Transitions in Scholarly Communications portfolio, the Research Information Network (RIN) has produced a new report, Heading for the Open Road: Costs and Benefits of Transitions in Scholarly Communications. The report focuses on the policy and economic environment in the United Kingdom, but provides an analysis of how stakeholders in the scholarly communications system might work together to develop the most cost-effective ways to achieve their shared goal to increase access to the results of research. For background on the project and a link to the report, visit the RIN website.

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TRANSFORMING RESEARCH LIBRARIES

19. ARL/DLF E-Science Institute Faculty Announced

The ARL/DLF E-Science Institute design team is working with institute faculty to develop the curriculum for the program. Members of the faculty are: Jake Carlson (Purdue), Mike Furlough (Penn State), Chuck Humphrey (Alberta), Nancy McGovern, ICPSR/Michigan), David Minor (California, San Diego), Chris Shaffer (Oregon Health Science University), and MacKenzie Smith (MIT and ARL Consultant). The institute consists of four modules, beginning with a “baseline” module to establish common understanding of the issues and concluding with the in-person workshop event. For more information, visit the E-Science Institute website.

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20. New Roles for Research Libraries: Digital Curation for Preservation—Video Online

Digital Curation for Preservation webcast, April 2011

ARL recently released the archive of the webcast to complement the latest report in the New Roles for New Times series, Digital Curation for Preservation. In the webcast, report co-authors Tyler Walters and Katherine Skinner discuss the new roles and services being developed in the arena of digital curation for preservation. Also featured are four members of a reactor panel who explore and expand on key findings and recommendations in the report. View the webcast on ARL’s YouTube channel. Download the free report from the ARL website.

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21. Ithaka S+R Releases Library Survey 2010

In early April, Ithaka S+R released Ithaka S+R Library Survey 2010: Insights from US Academic Library Directors. This report discusses findings on strategy and leadership, service offerings, and collections. The authors suggest that there is consensus among academic library directors on identifying their libraries’ mission with teaching and learning, while noting the need for more communication with user populations at all levels. The report is available for free download from the Ithaka website.

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22. CNI Update

A. CNI Spring Membership Meeting Proceedings Online

CNI's Spring Membership Meeting was held in San Diego, April 4–5, 2011. Presentation materials are being added to the meeting website and videos of selected sessions—including plenary presentations by Christine Borgman, winner of the Paul Evan Peters Award, and Todd Presner of UCLA—will be linked to the website soon.

B. Lynch on IT as Strategic Resource

The EDUCAUSE “Podcast of the Month” is CNI Executive Director Clifford Lynch’s keynote talk from the NERCOMP conference, in which he discusses information technology as a strategic resource. The podcast is available on the EDUCAUSE website.

C. Lynch Reappointed to Internet2 Research Advisory Council

Clifford Lynch has been reappointed to another term on the Research Advisory Council (RAC) of Internet2. The council advises on matters relating to network-focused research and the use of the network by researchers in science, humanities, computational, and clinical communities. For more information about the council, visit the Internet2 website.

D. NSF Releases Cyberinfrastructure Reports

The National Science Foundation (NSF) has released six reports developed by task forces established by the NSF Advisory Committee for Cyberinfrastructure. Clifford Lynch served on the Campus Bridging Task Force. Other topics include "Data and Visualization," "Cyberlearning and Workforce Development," and "Grand Challenges." All reports are available from the NSF website.

E. Data Lifecycle Management Workshop to Be Held July 18–20

Save the date: an EDUCAUSE/CACI workshop on Data Lifecycle Management will be held at Princeton University, July 18–20, 2011. Clifford Lynch serves on the advisory committee for the workshop. See the cni-announce e-mail list for further information, which will be available shortly.

F. 7 Things You Should Know about the Modern Learning Commons

Joan Lippincott, CNI’s Associate Executive Director, contributed to the recently released EDUCAUSE Learning Initiative (ELI) "7 Things You Should Know about the Modern Learning Commons," which highlights features and trends of those collaborative learning spaces. This resource is available on the EDUCAUSE website.

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

23. UNC Hosts ARL Research Library Leadership Fellows for Strategic Issues Institute

University of North Carolina (UNC) at Chapel Hill hosted ARL’s Research Library Leadership Fellows (RLLF) for their first Strategic Issues Institute, April 3–7. The institute theme was “Better Together: Research Libraries in a Multi-University Environment” and the program design emphasized the benefits of collaborations among nearby Duke University, North Carolina State University, and North Carolina Central University. The institute included sessions with the UNC Chancellor, the UNC Provost, panels of library directors from the neighboring institutions, the Triangle Research Libraries Network (TRLN) Executive Director and staff, among others. The RLLF fellows reported that the institute was highly engaging and one of the most appreciated aspects was the focused time with UNC University Librarian Sarah Michalak.

The next in-person experience for the RLLF cohort is the ARL Membership Meeting in Montréal in May. The next Strategic Issues Institutes will be hosted by University of British Columbia in fall 2011 and University of Miami in spring 2012. For more details about the RLLF program schedule, visit the RLLF website.

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24. Purdue Hosts ARL Diversity Scholars—Applications for Next Class Due June 1

Purdue University Libraries hosted participants in the ARL Initiative to Recruit a Diverse Workforce (IRDW) for a research library visit April 11–12. The IRDW is designed to recruit master of library and information science (MLIS) students from traditionally underrepresented ethnic and racial minority groups into careers in research libraries. The research library visit introduces the Diversity Scholars to the advanced operations of a research library, with the goals of raising the students’ awareness of issues facing such libraries and increasing their interest in working in these libraries.

This year’s visit to Purdue included sessions on e-science, digital initiatives, information literacy, IT and learning environments, liaison librarianship, promotion and tenure, and scholarly communications. Small-group sessions were held on topics of special interest, including administration, archives and special collections, liaison librarianship in various disciplines, and marketing. The group also met with Purdue Provost Tim Sands and Vice Provost for Diversity, Christine Taylor. New on the agenda for this year was a research poster session, which gave participants an opportunity to talk one-on-one with library faculty and staff about their research on a wide variety of topics. This is the seventh consecutive year that the Purdue University Libraries have hosted the ARL Diversity Scholars for a research library visit.

ARL is currently recruiting applicants for the 2011–2012 class of Diversity Scholars. Applications are due June 1, 2011. Information on the program and application guidelines can be found on the IRDW website.

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LIBRARY STATISTICS AND ASSESSMENT

25. ARL Annual Statistical Surveys Update

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

  • ARL Annual Salary Survey 2010–2011: Preliminary tables issued and posted to the arl-directors and to the arl-statsalary e-mail lists.
  • ARL Statistics, Academic Health Sciences, Academic Law 2009–2010: Data are currently being verified. The mailing is available on the ARL website.
  • ARL Supplementary Statistics 2009–2010: Data are currently being verified. 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 ARL Statistics contact can approve your access to the system). ARL Statistics® Interactive Analytics is now available on a subscription basis to nonmembers; for details, see the ARL press release.
  • 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.

The ARL Survey Coordinators and SPEC Liaisons will meet at the ALA Annual Conference in New Orleans on June 24, 2:30 p.m.–4:00 p.m., at the Loews New Orleans Hotel in the Terrebonne room.

For more information about the annual surveys, contact Martha Kyrillidou.

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26. LibQUAL+® Update

A. Upcoming Events at ALA Annual in New Orleans

The LibQUAL+® team will be available during the ALA Annual Conference in New Orleans for individual consultations at booth #2162 at the following times:

Friday, June 24, 5:30 p.m.–7:30 p.m.
Saturday–Sunday, June 25–26, 9:00 a.m.–5:00 p.m.
Monday, June 27, 9:00 a.m.–2:00 p.m.

Past LibQUAL+® participants are invited to join the LibQUAL+® team in greeting guests at the booth to share survey experiences and/or research. Please e-mail libqual@arl.org if you are interested in participating.

Also at the ALA Annual Conference in New Orleans, LibQUAL+® will host the 2011 Share Fair on June 27, 8:30–10:30 a.m., at the DoubleTree Hotel in room Nottoway A. This free, informal, science-fair style gathering features brief presentations/poster sessions by current and past LibQUAL+® survey participants highlighting examples of the quantitative and qualitative analysis they have performed using survey results. Entries are currently being accepted for presentations at the Share Fair. For more information, visit the LibQUAL+® website.

B. Register Now for 2011 LibQUAL+® Survey Participation

Join over 100 institutions already registered to run a LibQUAL+® survey in 2011. With an improved website, the customizing feature LibQUAL+® Lite, and a new fee structure that rewards periodic structured participation with discounts, there has never been a better time to join this robust community with more than a million complete surveys of data. To register, visit the LibQUAL+® website.

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27. ClimateQUAL® Update

A. Partners to Convene June 24 in New Orleans

ClimateQUAL® Partner libraries and interested institutions will meet in New Orleans on June 24, 9 a.m.–noon, at the Loews New Orleans Hotel in the Terrebonne room. As in the past, the meeting will engage participants in discussion about best practices and actions to follow-up on the data collected through the ClimateQUAL® survey.

B. Session to Be Held at ARL Membership Meeting in Montréal

A session on ClimateQUAL® will also be held during the ARL Membership Meeting in Montréal on May 6, 9:15-10:15 a.m., at the Westin Hotel in the 8th floor Ste-Helene room. This concurrent session will highlight how University of Connecticut, Northwestern University, and Wayne State University have followed up on their survey implementations.

For more information, visit the ClimateQUAL® website or e-mail climatequal@arl.org.

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28. Library Assessment Forum to Be Held June 24 in New Orleans

At the upcoming Library Assessment Forum, Bruce Kingma (Syracuse U), Don King (U of Tennessee and Bryant U), and Ken Wise (U of Tennessee) will discuss the latest findings from the research being conducted under the Lib-Value grant. The forum will also feature a presentation by Joyce Chapman (North Carolina State U) on NCSU’s open-source tablet application for staff to use in assessing how patrons are using library services and spaces; the open-source release is coming this summer. And an update will be provided about the planning activities for the Library Assessment Conference to be held in Charlottesville in October 2012. The Library Assessment Forum will be held on June 24, 12:30–2:00 p.m., at the Loews New Orleans Hotel in the Terrebonne room. For more information, see the ARL website.

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29. Library Value & ROI: Recent Critiques, Implementations

At the recent ACRL conference in Philadelphia, Jim Neal (Columbia) presented a thoughtful critique of ROI, signaling Carol Tenopir’s Lib-Value project as a bright exception. The text of his presentation, “Stop the Madness: The Insanity of ROI and the Need for New Qualitative Measures of Academic Library Success,” is freely available for download from the conference proceedings website. Also at the ACRL conference, Denise Pan, Gabrielle Wiersma, and Yem Fong (Colorado) discussed a pilot study inspired by the original ROI study at the University of Illinois at Urbana-Champaign. The text of their presentation, “Towards Demonstrating Value: Measuring the Contributions of Library Collections to University Research and Teaching Goals,” is also available for free download from the conference proceedings website. For an overview of ACRL conference presentations about measuring library value, see the April 1 Chronicle of Higher Education article by Jennifer Howard, “College Librarians Look at Better Ways to Measure the Value of Their Services.”

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30. RIN, RLUK Report on the Value of Libraries

A report commissioned by the Research Information Network (RIN) and Research Libraries UK (RLUK)—The Value of Libraries for Research and Researchers—presents the findings of a study of the value of library services to researchers in the UK, and of the contributions that libraries make to institutional research performance. The findings are summarized in the form of a map that sets out the key characteristics and behaviors of libraries, and the links between them and the performance of individual researchers and institutions. The detailed findings are presented in 10 stories about the different kinds of value that libraries provide in supporting both individual researchers and the research performance of their host institutions. The report is available for free download from the RIN website.

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31. COUNTER E-Usage Metrics: Call for Input re Release 4 by May 31

COUNTER has announced plans for developing Release 4 of the COUNTER Code of Practice, which provides an international set of standards and protocols governing the recording and exchange of online usage data. To date, 130 vendors are compliant with Release 3 of the COUNTER Code of Practice for Journals and Databases. The past year has seen further growth in the number of vendors compliant with Release 1 of the Code of Practice for Books and Reference Works; this number currently stands at 34. Rather than restrict the new release to journals and databases, the coverage will be extended to cover all e-resources, including books and reference works, which until now have had a separate Code of Practice. However, the basic principles on which the existing Codes of Practice are built, including the rules for processing and filtering the raw usage data, will remain. Suggestions for Release 4 should be e-mailed to Peter Shepherd, COUNTER Project Director, before May 31. For more information, see the COUNTER website.

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32. Journal Usage Factor Research Continues in the UK

Building upon a 2007 study, the UK Serials Group—together with RIN, STM, and several individual publishers—provided funding for a Stage 2 study to further explore the practical issues associated with the implementation of a Journal Usage Factor (JUF) derived from COUNTER-compliant usage data.

The overall objective of the Stage 2 study was to assess the viability of Journal Usage Factor as a reliable, implementable, cost-effective tool for assessing the relative status and value of journals by testing each of the individual elements in the calculation using real publisher usage data from a range of vendors. A number of vendors provided usage data for the Stage 2 research, which was completed in September 2010.

Before it is proposed that JUF be adopted as a new standard, it was agreed that there should be further analysis of the test usage data collected in this project. This further analysis is currently being undertaken by CIBER, who will report their findings in May 2011.

Slides summarizing of the Stage 2 initial results and recommendations are available on the UK Serials Group website. An update on the project by Peter Shepherd of COUNTER was published in the March 2011 issue of Serials (full text available only to subscribers).

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33. Publisher and Institutional Repository Usage Statistics (PIRUS)

PIRUS2 has completed its work of developing a prototype service to provide usage statistics for individual articles using data from repositories and publishers. PIRUS2, sponsored by JISC, builds on the outcomes and recommendations of the original PIRUS (Publisher and Institutional Repository Usage Statistics) project, also funded by JISC, which was completed in January 2009. The original PIRUS project demonstrated that it is technically feasible to create, record, and consolidate such usage statistics, despite the diversity of organizational and technical environments in which they operate. If this was to be translated into a new, implementable COUNTER standard and protocol, further research and development was required. For further information on the project, visit the PIRUS2 website.

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OTHER ITEMS OF INTEREST TO ARL DIRECTORS

34. Call for Proposals for SPEC Survey Topics—Deadline July 22

ARL is seeking proposals for 2012 SPEC survey topics. For more than 35 years, ARL has gathered and disseminated data through the SPEC survey program to assist libraries in the continuous improvement of their management systems. Each year, ARL works with librarians in the US and Canada to develop six surveys of the ARL membership on “hot topics” related to research library policies and practices. Survey authors do not need to work at an ARL member library, but only ARL libraries are surveyed. For consideration for 2012, topic proposals must be submitted by July 22, 2011. For more details, see the ARL press release.

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35. ARL Transitions

California, Irvine: Lorelei Tanji, Associate University Librarian for Collections, was appointed Acting University Librarian, effective March 1, 2011. Gerald Lowell, Interim Library Director and Assistant Dean of the Claire Trevor School of the Arts, retired February 28, 2011.

Harvard: Helen Shenton, a member of the Harvard Library Implementation Work Group and a veteran of the British Library, has been named Executive Director of the Harvard Library. For more details, see the Harvard Gazette story.

National Library of Medicine: Becky J. Lyon, Deputy Associate Director, Library Operations, announced her retirement, effective April 29, 2011.

Tennessee: Steven Escar Smith, Interim Executive Associate Dean at Texas A&M Libraries, has been appointed Dean of Libraries at University of Tennessee, effective July 1, 2011. For more information, see the Tennessee Today story.

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36. ARL Staff Transitions

Kaylyn Groves, Communications Program Officer, returned from maternity leave March 28. Her temporary replacement, Sarah Lippincott, is pursuing a master’s degree at the University of North Carolina at Chapel Hill’s School of Information and Library Science.

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37. Honors

Peter Suber, SPARC Senior Researcher, has been named by ALA as this year’s winner of the L. Ray Patterson Copyright Award. The annual award recognizes contributions of an individual or group that pursues and supports the Constitutional purpose of the US Copyright Law, fair use, and the public domain. For more details, see the ALA news release.

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04/28/11

Charles B. Lowry
Executive Director
clowry@arl.org

Kaylyn Groves
Communications Program Officer
kaylyn@arl.org

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


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