This year’s virtual Library Leaders Forum closes on Tuesday, following three weeks of inspiring discussion about the future of libraries in the digital age. The final session will focus on the impact of controlled digital lending on communities, particularly those affected by COVID-19.
In last week’s session, we heard from librarians on the frontline of the COVID-19 response. Panelists shared how controlled digital lending has empowered libraries to get vital resources to those in need, despite lockdowns. “We were aware of [controlled digital lending] beforehand, but this pandemic has made us acutely aware of the need and opportunity,” said Stanford University’s chief technology strategist Tom Cramer. If you missed it, you can read a detailed recap of the session or watch the full recording.
The session demonstrated the power of digital tools for reaching marginalized communities in lockdown and beyond. We were therefore pleased to announce that Internet Archive is joining Project ReShare, a group of organizations developing an open-source resource sharing platform for libraries. Resource sharing, like controlled digital lending, has the power to break down the access barriers associated with commercial platforms.
The next session will focus on the impact that controlled digital lending is having on libraries and the communities they serve. Internet Archive founder and digital librarian Brewster Kahle will present the Internet Archive Hero Award to Michelle Wu, the visionary behind the practice. We’ll learn what inspired Michelle and how her work has empowered libraries during the current pandemic. There’s still time to register for free.
We also have a very special event taking place during the session to which everyone is invited. Join us for the grand reopening of Marygrove College Library and find out how digitization saved a valuable archive from being split up and lost. The event will help place the Forum’s discussions in a real-world context by showing the impact of controlled digital lending on one African American community. It will also explore the power of digitization for preserving key elements of our cultural heritage. Registration is free for this special event.
The Library Leaders Forum may be drawing to a close, but the library community can stay connected through the #EmpoweringLibraries campaign. The campaign builds on the work of the Forum by raising awareness of the positive impact of controlled digital lending. We hope the community will unite to protect this key library practice and make knowledge accessible for all.
Join us this Tuesday, October 20, at the final session of the Library Leaders Forum for a celebration of the reopening of the Marygrove College Library. Find out how digitization saved a valuable archive and preserved a community’s cultural heritage. RSVP here.
For many librarians, the global pandemic has pushed Controlled Digital Lending from sounding like a promising idea to becoming an important way of serving their patrons. Unable to physically check out books, a growing number of institutions have embraced CDL as a safe way to connect their readers with needed materials.
Librarians, educators, and technologists discussed the value and challenge of CDL for their communities at the second session of the 2020 Library Leaders Forum held online October 13. Video of the full session is now available.
“The Internet Archive has been operating a Controlled Digital Lending environment for more than nine years and we now have more than 80 libraries along with us,” said Chris Freeland, director of Open Libraries, who moderated the panel. “We are really thrilled. There is strength in community.”
With limited access to their collections during COVID-19, librarians on the frontlines shared their frustration getting digital materials to remote learners. Many publishers were willing to give free access to their content in the spring, but that didn’t last, said Tucker Taylor, head of circulation at University of South Carolina.
“We have a large textbook collection that we spent a lot of student tuition money and our tax dollars on. We wanted to continue to provide access to that,” said Taylor, noting that vendors refused to sell the library ebooks.
The library began to build its own ebook platform and ended up partnering with HathiTrust, a membership-based digital library. It provided emergency access to books the library owned in print — one book in, one book out, said Taylor.
“We are team players. We wanted to do the right thing,” said Taylor of the controlled lending practice — a less than perfect solution, but a way to get the content the library owns in the hands of students in need. “I’m a librarian. I want to check things in and out. So, it feels reasonable to me that I should be able to do online checkout.”
At Stanford University, Tom Cramer, chief technology strategist, assistant university librarian and director of digital library system and services, said the campus closure in March left students and researchers without access to millions of books in the library stacks.
“That’s why we are in Controlled Digital Lending. We were aware of it beforehand, but this pandemic has made us acutely aware of the need and opportunity,” said Cramer, who suggested libraries have been too conservative about copyright law and the exceptions it provides libraries to better serve their patrons.
The panelists also mentioned how CDL can allow libraries to offer books that are out of print to the public, access to readers with disabilities and fragile collections that cannot circulate. It’s also an environmentally friendly practice that keeps items from having to be physically shipped for interlibrary loans.
With the current system, the needs of patrons are not being met and libraries should share resources to develop scalable solutions, said Jill Morris, executive director of Pennsylvania Academic Library Consortium, Inc. She heads the steering committee for Project ReShare (which the Internet Archive recently joined) that is working on innovative open source tools for libraries.
Another member of the project, Sebastian Hammer, co-founder and president of Index Data, spoke on the panel about the promise of technology in helping libraries improve services to patrons. Cramer of Stanford suggested interoperability was a high priority in creating a robust system for the future and the group agreed that authors and publishers should also be part of the conversation.
Collaboration is key, said Lisa Petrides, founder and chief executive officer of the Institute for the Study of Knowledge Management in Education.
“We are trying to change how a system works,” she says, which involves working across all stakeholder groups and changing policy. “It’s about access and equity at its core.”
The Internet Archive is the newest library to join Project ReShare, a group of organizations coming together to develop an open source resource sharing platform for libraries.
“Internet Archive is pleased to partner with Project ReShare and its member libraries and consortia to build the next generation of library resource sharing tools,” says Brewster Kahle, founder of the Internet Archive. “We believe in community-developed software and support library efforts to build systems that address the ever-present challenges of connecting readers and learners with books.”
The project was formed in 2018 in response to concern about market consolidation and the pace of innovation among vendors serving libraries. Rather than rely solely on commercial providers, members wanted to be able to set their own priorities.
“We felt we needed to introduce some additional alternatives,” says Jill Morris, chair of the Project ReShare steering committee and executive director of the Pennsylvania Academic Library Consortium Inc. (PALCI). “Libraries need to be able to share ideas and resources with each other to best support their patron bases.”
As a Project ReShare member, the Internet Archive will have a voice in the project’s direction as it works directly with libraries, consortia, and other organizations to improve the value and impact of resource sharing networks and the tools used to support them.
“We are thrilled to have the Internet Archive share their expertise and contribute to the vision of ReShare,” says Morris.
The project is resulting in productive competition and a new suite of options unavailable in the past. Creating space to devise technology and system agnostic approaches, Project ReShare enables libraries to make decisions in the best interest of good patron service rather than forced into an ecosystem with limited choice, adds Morris.
“From my own experience working in an academic library, managing a print collection is a major undertaking,” says Chris Freeland, director of Open Libraries at the Internet Archive. “We’re excited to join Project ReShare and the community that is developing new ways of connecting library patrons to the resources they need.”
Other ReShare members include library consortia (ConnectNY, GWLA, MCLS, PALCI, TAL, and TRLN), commercial entities (Knowledge Integration and Index Data) and university libraries (Grand Valley State University, Louisiana State University, Michigan State, Millersville University, Texas A&M, University of Alabama, and University of Chicago).
This year’s virtual Library Leaders Forum focuses on empowering libraries and the communities they serve through digital lending. The first session sparked important discussions around the role of libraries in providing free and equal access to knowledge in a democratic society.
Moderator and Internet Archive policy counsel Lila Bailey summed up the urgency and relevance of the issue: “Our country is struggling to find a common set of facts. The truth often lives behind paywalls while misinformation and disinformation go viral. Equal access to information is foundational to our democratic society and it’s part of why libraries exist.” Panelists discussed how digital lending can act as a key tool in providing equal access to information, the threats it is currently facing from certain publishing practices, and potential solutions such as copyright law reform and increased arts funding. You can read a recap of the discussion or watch the full recording.
In addition to the panel discussion, the session involved two exciting announcements. First, the power of digitization for democratizing access to important texts was demonstrated with the digital release to the public of a rare oration by Frederik Douglass, an influential text in the history of anti-slavery movements. Second, we were pleased to announce that Michelle Wu will receive the Internet Archive Hero Award on October 20 for her pioneering work on controlled digital lending. The practice has been key in the response of libraries to Covid-19 lockdowns, enabling them to continue providing digital access to learning throughout the pandemic for those who need it most.
Our next session on October 13 will build on these announcements and the first session’s discussion points by exploring the community of practice that has emerged around controlled digital lending. We’ll hear from librarians, educators, and technologists who are developing next-generation library tools that incorporate and build upon the practice. We’ll also learn more about how Internet Archive’s controlled digital lending environment works in practice, with demonstrations from our engineering team.
The session will provide useful knowledge-sharing for library practitioners who wish to expand their digital practices, and look to the future of controlled digital lending as a crucial and evolving tool in a democratic society. The focus will be on maintaining and expanding our community of practice, a key resource in developing digital tools that allow us to better serve the public. A strong community is more important now than ever as digital lending practices are increasingly under threat and the age-old role of libraries in society is challenged in a new law suit. There’s still time to register for the session for free; you can also follow us on Twitter for live updates.
We’re looking forward to hearing more from the community of practitioners who are dedicated to developing a digital library landscape that supports and furthers democracy, equality and representation. Given the urgency of the issues discussed and the current threat to controlled digital lending, it’s important that the discussion leads to action. To this end, the Forum marks the beginning of the #EmpoweringLibraries campaign, an opportunity for us all to come together to keep knowledge accessible for everyone. We hope to see many of you at Tuesday’s session to further discuss the importance of controlled digital lending for a functioning democracy where knowledge does not live behind paywalls.
For the Policy session panel, librarians, authors, publishers, and advocates came together to discuss the role libraries should play in improving the digital landscape for the communities they serve. Potential policy solutions, such as copyright and labor law reforms, as well as collective action and boycotts to pressure publishers were discussed.
“Our country is struggling to find a common set of facts. The truth often lives behind paywalls while misinformation and disinformation go viral,” said Lila Bailey, policy counsel with the Internet Archive, moderating the discussion. “Equal access to information is foundational to our democratic society and it’s part of why libraries exist.”
Digital materials hold the promise for expanded access, but the outcome is not guaranteed. As publishers refuse to sell e-books, but rather license them, libraries are responding with a variety of strategies including Controlled Digital Lending – the digital equivalent of traditional lending.
As libraries evolve with the changing landscape, leaders need tools to change for the better. Brewster Kahle, founder of the Internet Archive, said the balance of power is up for grabs and publishers are pushing for control.
“We need librarians to be trained to push back,” Brewster said. “We are fighters for our patrons. We should stand by libraries and help empower them.”
Carmi Parker, librarian for the Whatcom County Library System in Washington state, said the average price of e-book licensing more than tripled over the past decade and libraries are forced to repurchase more frequently. When McMillan recently limited libraries to buying one e-book in the first eight weeks after publication (instead of dozens of copies of best sellers), Parker’s library consortium launched a boycott. After 1,200 other public libraries joined the protest, the publisher bowed to the pressure and dropped the practice.
“The concern here is this pattern of increasing prices and increasingly limited licenses that impede our ability to offer books to our patrons,” Parker says. “We think that we sent the message that embargoes are not OK, but we still have the crippling prices and limitations. We need to use print lending as a model for how these e-books should work. That’s why I’m interested in Controlled Digital Lending because that’s exactly what it does.”
Kyle K. Courtney, copyright advisor & program advisor at Harvard University, said CDL is a complementary model that helps libraries preserve their mission of long-term preservation and access.
“CDL has emerged as one of several answers to deal with these access issues now,” Courtney says. “CDL helps fill this digital void by harnessing the library’s special role in copyright to broaden digital access. We are craving this kind of digital access.”
Some panelists underscored it was important to embrace new forms of dissemination, but that CDL was an incomplete solution in need of refinement.
Many authors are coming around to the idea that sharing their works openly can only help them gain readers, said Dean Smith, director of Duke University Press.
“We are focused on smart and sustainable Open Access,” says Smith, who adds that OA usage has made his press more relevant. CDL is especially useful for titles that are out of print to bring scholarship that is buried back into circulation, he said. Smith suggested a possible “buy button” be added to books offered on Internet Archive as a way to entice more participation in CDL.
There should be several ways for writers to market and sell their books beyond the large publishers and online outlets, according to Cory Doctorow, a science fiction author, activist and journalist, and special advisor to the Electronic Frontier Foundation. He is a supporter of the Internet Archive and believes libraries should be able to scan books for CDL.
Among Doctorow’s policy wish list to improve digital access: reform the copyright law, change labor laws for writers to form strong unions, subject mergers to strict scrutiny, force breakups of monopolistic firms in publishing, distribution and retail, increase arts funding, and create a Library of Congress rights database.
Meredith Rose, senior policy counsel for Public Knowledge, said that the pandemic might be moving public opinion on some of these issues and lead lawmakers to consider new measures. CDL could be pitched as a solution to help address distance learning, public health, misinformation, disability rights and other relevant concerns.
Next week’s session of the Library Leaders Forum will focus on the community of practice that has developed around Controlled Digital Lending, and the panel discussion will bring together the librarians, technologists and educators who are working together to develop the next generation of library tools that incorporate & build upon Controlled Digital Lending. Registration is free and available now.
At today’s Library Leaders Forum, Internet Archive founder and digital librarian Brewster Kahle announced that Michelle Wu will receive the 2020 Internet Archive Hero Award. The annual award recognizes those who have exhibited leadership in making information available for digital learners all over the world. Past recipients have included Phillips Academy, the Biodiversity Heritage Library, and the Grateful Dead.
“Michelle Wu was ahead of her time in understanding the transition to the digital era and brought library lending into our new landscape,” said Kahle. “Not only did Michelle see a problem coming, she did something about it.”
Pamela Samuelson, the Richard M. Sherman Distinguished Professor of Law and Information at the University of California, Berkeley, agrees that Wu’s scholarship and contributions to the field have been important. Said Samuelson, “Michelle’s articles explaining the concept have been very useful for students to have not just the reader’s perspective, or law student’s perspective, but how librarians are really taking the challenge of the digital age.”
Wu will receive the award and present an overview of her work during the final Library Leaders Forum session on October 20 at 10am PDT. Registration is free for the virtual event.
With library service impacted at global scale due to COVID-19, libraries have had to adjust their digital lending programs to meet the needs of the communities they serve. The crisis has proven the power and importance of digital tools in responding to crisis and empowering those who would otherwise be excluded from access to knowledge and education.
So where do we go from here? How can we harness the learnings from this extraordinary time to build the library of the 21st century? This October at the Library Leaders Forum, experts from the library, copyright, and information policy fields will come together for a three-week virtual event exploring the future of digital lending and its key role in a democratic society. Here are our three key discussion points:
Information policy in the digital age: how can we empower libraries?
Our first session will focus on policy: how can we build a healthy information ecosystem for the 21st Century? The COVID-19 pandemic has demonstrated that digital access to library materials is more important than ever, and that our current models are not adequate to meet this need. Digital access is particularly important for the most vulnerable people in our society, including disadvantaged communities, people with print disabilities, and those affected by emergency. Information policy, therefore, has wide-ranging implications for equality and the right to education. In this session, librarians, authors, and publishers will come together to discuss what’s broken, what’s working, and the future of information policy and practice.
What is the role of controlled digital lending in the library of the future?
Our second session explores the community of practice around controlled digital lending. The power of this key library practice in helping libraries and educators reach marginalized communities and respond to emergencies has been demonstrated during the COVID-19 period. There are now hundreds of libraries using the practice to reach their communities while service is disrupted. The potential of controlled digital lending for contributing to a more equal society where everyone has access to knowledge is clear; how can we expand on the current uses of this powerful tool? In this session, we’ll learn from librarians, educators, and technologists who are developing next-generation library tools that incorporate and build upon controlled digital lending.
How does controlled digital lending impact communities & librarians?
Libraries serve communities, and our tools are successful when they have a positive impact on people’s lives. Our final session will therefore focus on first-hand experiences of the impact of controlled digital lending. We’ll hear from libraries that have implemented the practice and from library users about what it has meant for them. We look forward to hearing from those on the frontlines of the COVID-19 response about how they are using digital library practices to adapt to the situation and continue to serve those who most need free access to digital materials.
Beyond the Forum: the #EmpoweringLibraries campaign
The issues raised at the Forum are not merely theoretical, but require urgent action in the face of a new lawsuit which threatens the practice of controlled digital lending and the age-old role of libraries in society. It is crucial for the future of libraries and the rights of our most vulnerable communities that the ideas and experiences shared during the forum are heard more widely. In order to empower the community to stay connected and make their voices heard after the Forum, we will launch the #EmpoweringLibraries campaign, defending the right of libraries to own, preserve and lend digital books. The campaign will turn the ideas discussed during the Forum into action, and the community into a movement for change.
As the global pandemic forced schools to remote instruction earlier this year, the pressure was on to make as many resources as possible available in digital form.
Evangelical Seminary moved its classes entirely online in March, closing most of its campus in Myerstown, Pennsylvania—including access to materials in the library. At the same time, the seminary was finalizing a partnership with three other higher education institutions that prompted a review of any resource duplication.
So, in July, Evangelical decided to transform its physical library collection into a digital library and donate more than 80,000 books to the Internet Archive.
“Faculty members love the feel of a hard copy book and taking a book off the shelf in the library,” says Anthony Blair, president of the seminary. “It was hard and we had to talk that through, but everybody agreed this was a smart thing to do and in the end, it was what’s best for students.”
Once scanned and digitized, students—and the public at large—will have free access to the books at any time from anywhere. Many of the volumes were out of print and fragile. The donation allows the seminary’s vast collection, with its specialities in biblical studies and Wesleyan theology, to be preserved.
“We took advantage of this opportunity. It’s a donation, but we still have access to all these books. They have better access than before—and so do people around the world,” Blair says. “It just made sense.”
At Evangelical, students were increasingly commuting to campus or taking online courses only; some living as far away as Singapore and Korea. The seminary sold its residential housing five years ago because of the shifting demographics.
Evangelical offers eight graduate degree programs including a doctorate of theology, master of divinity and master’s degree in marriage and family therapy. About 150 of its students are seeking a degree (about 90 on the PhD path) and another 50 are taking courses independently.
The seminary had recently begun serving a wider constituency and joined The Digital Theological Library (DTL) to give students easier access to resources. As usage grew with DTL, Blair says talk ramped up about moving to an all-digital library.
Also, Evangelical recently joined a seminary network, Kairos, headquartered in Sioux Falls, South Dakota, and is in the process of fully merging within the next few years. As the schools come together and combine resources, the timing was right to make the donation. This summer it took less than two weeks for the books to be packed, loaded into trucks and shipped for scanning—all paid for by the Internet Archive.
The seminary has shared news of its move to an all-digital library with alumni, donors and students, all of whom have been overwhelmingly positive, says Blair. As students wait for the collection to be moved online over the next two years, the seminary is partnering with two physical libraries for interlibrary loan services.Blair says he was pleased to have Evangelical’s collection join the Claremont School of Theology’s donation from earlier this year: “Between our donation and their donation, the theology collection at the Internet Archive will be enhanced quite a bit and our students will benefit.”
Like any commercial publisher, Ramsey Kanaan wants to make money and have as many people as possible read his books. But he says his company, PM Press, can do both by selling his books to the public and to libraries for lending – either in print or digitally.
While most publishers only license ebooks to libraries, PM Press has donated and sold both print and ebook versions of its titles to the Internet Archive to use in its Controlled Digital Lending (CDL) program. By owning the copies, the Internet Archive ensures that the press’s collection of publications is available to the public and preserved.
“We’re not above profit making. It’s with sales that we pay our salaries. Nevertheless, the reason we are also doing this is we actually believe in the information we are selling and we want to make it accessible,” says Kanaan. “We want our books to be in every library.”
Founded in 2007, PM Press has published between 30 and 40 titles a year. The books (all available in print and various digital formats) include fiction, graphic novels, comics, memoirs, and manifestos on topics such as activism, education, self-defense and parenting. “We’d like to assert or inject our ideas contained in the titles we publish as our modest contribution to making the world a better place,” says Kanaan.
From the beginning, Kanaan says the agenda of PM Press has been deeper than just making money by renting books annually to libraries. “The concept of charging multiple times to us is ridiculous and contrary to everything we are trying to do in publishing,” he says. “Our interest is in the dissemination, preservation and archiving of ideas…with no firewall.”
Kanaan says he doesn’t understand the objections to CDL by publishers that have sold their print books to libraries for decades. “If a library purchases a book or an ebook it’s going to be ‘borrowed’ by, ideally, lots of people. The industry has entered into this agreement with libraries for time immemorial – presumably access without further commercial transaction,” says Kanaan. “I don’t see the difference in a library making a print or ebook available for borrowing once it’s purchased. It’s the same.”
In donating to the Internet Archive in December 2019 and selling the other print titles and ebooks in the PM Press collection, Kanaan hopes this hybrid approach will help expand the audience for its titles. “The Internet Archive is not bootlegging materials. They are like any other library lending out one copy at a time.”
Kanaan maintains that companies against CDL as a way of doing business are “dinosaurs” and that digital lending is the future. “We see the Internet Archive as a partner in our endeavor to get our information out,” Kanaan says. “We want to achieve a better world for most of its inhabitants. We’re fighting against the 1 percent who only want a better world only for themselves. I’m hoping we are not just on the right side of history, but that we are actually going to win this one.”
The Internet Archive has been buying ebooks from publishers for more than 10 years, but the number has been limited because most publishers insist on license arrangements that constrain our ability to preserve and lend. If you would like to sell ebooks to the Internet Archive and other libraries, please contact us at firstname.lastname@example.org.