Home | News & Events | Events | 2015 Events | NISO Webinars | September 9: Part 1: The Practicality of Managing "E": Licensing

NISO Two-Part Webinar: The Practicality of Managing "E"

Part 1: Licensing

Wednesday, September 9, 2015

1:00 p.m. - 2:30 p.m. (Eastern Time)

Part 2 of this webinar, The Practicality of Managing "E": Staffing, will be held on Wednesday, September 16.

  • About the Webinar
  • Agenda & Event Slides
  • Event Q&A
  • Registration
    Can't make it on the webinar day? Register now and gain access to the archive for one year.

System Requirements:

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About the Webinar

In Part 1 of this two-part webinar, speakers covered a variety of licensing issues. A key component to the discussion was focused the critical pieces of a license, including privacy, accessibility, preservation, migration, and the negotiation process between a library and a vendor. 

For the second half of this two-part series, speakers will focus on staffing issues at different types of libraries and how staff manages integration of e-resources into workflows, as well as a discussion about whether or not to execute a reorganization. 

Agenda and Event Slides


Todd Carpenter, Executive Director, NISO 

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Preparing your organization to negotiate license agreements
Tracy L. Thompson, Executive Director, NELLCO Law Library Consortium

With the advent of the e-information age, librarians need to be prepared to negotiate for the terms and conditions under which their library users can legally access and use electronic resources. That means understanding the research needs of your particular user community as well having a broader understanding of licensing principles. The responsibility for the actual license negotiation may fall to one or two members of your staff, but the entire enterprise should be involved in laying the groundwork for the successful acquisition of e-resources under acceptable terms. Attendees will gain an understanding of how the task of license negotiation fits into the acquisition process from beginning to end.

Tracy L. Thompson has served as the Executive Director of NELLCO since 2001. In that capacity Tracy negotiates with many legal information providers and other resource vendors on behalf of NELLCO’s 120+ member law libraries.

Tracy has a long record of service to the American Association of Law Libraries (AALL), where she has served in numerous capacities through the years, including most recently as a member of the Annual Meeting Program Committee for 2016, past Chair of the Copyright Committee, and the Committee on Relations with Information Vendors (CRIV). Tracy serves on the Oxford University Press Library Advisory Committee, is a member of the Board of Directors of the Association for Collaborative Leadership (ACL), active with the International Coalition of Library Consortia (ICOLC) and the American Society of Association Executives (ASAE) and a long-time member of the American Library Association (ALA).

Prior to joining NELLCO Tracy served as International Reference Librarian for the Lillian Goldman Law Library at Yale Law School. She holds a B.A. from the University of South Florida (’94) and a J.D. from Yale Law School (’97). She is also a proud Navy veteran and mother of three fine young men.

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A Relatively Short Guide to Negotiating License Agreements
Abbie Brown, Head, Consortial Services, Library Systems, University of Missouri University Libraries

Electronic resources have more complex licensing agreements than other library materials, and pricing is often negotiable. In a time of ongoing budget cuts and uncertainty, a librarian must be an assertive negotiator to get the best possible deal for the library. This presentation will cover strategies and resources for assertive negotiation.

Abbie Brown is Head of Consortial Resources for the University of Missouri System. She negotiates consortial e-resource licenses and contracts for a group of Missouri academic research libraries, and also manages the purchase of individual e-resources on behalf of two UM System campuses. She has been working in consortial acquisitions since 2006. She has presented on the topic of negotiation and vendor relations for ALCTS as well as at statewide conferences. Abbie graduated with an MLS from University of Maryland College Park in 2005.

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Licenses and Reuse: What Does it Mean for Authors?
Stacy V. Sieck, Library Communications Manager, Americas Region, Taylor & Francis Group

During this session, Stacy Sieck, Library Communications Manager for Taylor & Francis Group, will present a general overview of the key publishing licenses offered today, including a review of the rights authors retain under each. This session will also look at Taylor & Francis’ license options and an overview of the rights authors retain when publishing in a Taylor & Francis journal. Lastly, Stacy will share the results of Taylor & Francis’ Open Access surveys, focusing on the author view of Open Access and issues surrounding reuse of their work.

Stacy Sieck is the Library Communications Manager at Taylor & Francis Group and is responsible for managing the library marketing and communications activities for North and South America. She first joined Taylor & Francis in 2008 as the manager of the library and information science journals portfolio and has implemented several open access programs, including Taylor & Francis’ Library & Information Sciences Author Rights Pilot Program, a zero embargo pilot program for the LIS author community. Prior to coming to Taylor & Francis, Stacy worked for Merion Matters, the media, marketing, and merchandising company behind the popular ADVANCE brand, as the Editor of a medical magazine.

Event Q&A

I struggle with negotiating reference to Canadian Law and Jurisdiction into our licenses with our US Vendors. Any suggestions on how to be more successful with this?  

Tracy Thompson: Yes, I do have a few suggestions. If you are in a university it is often the case that university counsel will not permit any university department ti enter into any contract that subjects the institutuion to the laws of a foreign jurisdiction.

If counsel will back you up on that issue you can let the vendor know that you are prohibited from signing. Another good tactic when you can't get the vendor to agree to language is to request to strike and remain silent in the agreement. 

When a vendor provides metadata, should metadata quality and maintenance be an item for negiotation?

(TT): Absolutely! Anything that is important to the licensee is fair game. The MLA addresses the issue as it relates to discovery:
b. Discovery of Licensed Materials. Licensor shall make the Licensed Materials available through Licensee’s Discovery Service System(s) for indexing and discovery purposes. Licensor shall provide to Licensee’s discovery service vendors on an ongoing basis the citation and complete descriptive metadata (including all subject headings, abstracts, and keywords), and full-text content necessary to facilitate optimal discovery and accessibility of the content for the benefit of Licensee and Authorized Users. Discovery Service Systems are defined as user interface and search systems for discovering and displaying content from local, database and web-based sources. 

Can the panelists talk more about where ONIX-PL is these days?

Do you maintain any 'correspondence' associated with the back and forth of the license process? Especially those that 'explain' the meaning behind some of the language. phrases.

(TT): I advise against referring to or relying on things outside of the "4-corners of the agreement.'" If terms used within the agreement have an agreed definition, that definition should be included in a section of the agreement entitled Definitions. You should avoid what is called "incorporation by reference" which is referring to something outside of the agreement as binding.

Abbie Brown: First, yes, I save all correspondence (email) as a matter of habit, and I often need to refer back to it, even years later. I don’t generally file this with my license agreements, in either hard copy or digitally, but I do make an effort to save older emails in a way that can be accessed and searched when necessary. Second, though, if I was negotiating a license and needed clarification or interpretation of the vendor’s phrasing, language, etc., I would try very hard to get that interpretation spelled out better in the license itself, rather than planning to rely on emails or correspondence to explain it later. If this correspondence takes place later, after the license is signed, then it makes sense that you couldn’t include it in the license, and you’d want to save those emails for reference later if it should come up. But if you’re still in the negotiation stage and you’re having questions about interpretation, it’s better to have that fixed to your satisfaction at that time. 

Are there strategies you recommend for working with companies that mostly do business with other companies (e.g. sell advertising data) rather than academic libraries? Most of these seem to not be IP-based and pose significant challenges.

(TT): Yes, the first is to educate those vendors as they aren't familiar with our needs. Rely on outside resources (existing best practices, standards, guidelines of professional orgs) to make your case, so the vendor knows this isn't just the whim or idiosyncracy of one customer. Also, think about alternate strategies to reach your interest. For example, if they don't offer IP authentication and your user base demands it, perhaps they will agree to letting you host the content on your server for your users.

Have the panelists experienced licensing negotiation for content not tied to a platform, such as data via API?



Registration closes on September 9, 2015 at 12:00 p.m. (ET)

Registration for both parts

SAVE! Register for both parts of this two-part webinar and save 25%!

If paying by credit card, register online for both parts.

If paying by check, please use this PDF form for both parts.

  • NISO Member
    • $143.00 (US and Canada)
    • $164.00 (International)
  • NASIG Member
    • $143.00
  • Non-Member
    • $188.00 (US and Canada)
    • $224.00 (International)
  • Student
    • $74.00

Registration for Part 1 only

If paying by credit card, register online for Part 1 only.

If paying by check, please use this PDF form for Part 1 only.

  • NISO Member
    • $95.00 (US and Canada)
    • $109.00 (International)
  • NASIG Member
    • $95.00
  • Non-Member
    • $125.00 (US and Canada)
    • $149.00 (International)
  • Student
    • $49.00

Additional information

  • Registration closes at 12:00 p.m. (ET) on September 9, 2015. Cancellations made by September 2, 2015 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.
  • If you have not received your Login Instruction email by 10 a.m. (ET) on the Tuesday before the webinar, at please contact the NISO office or email Juliana Wood, Educational Programs Manager at jwood@niso.org for immediate assistance.
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  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact Juliana Wood to provide alternate contact information.
  • Library Standards Alliance (LSA) members receive one free webinar connection as part of their membership and DO NOT need to register for the event for this free connection. Your webinar contact will receive the login instructions the Monday before the event. You may have as many people as you like from the member's library view the webinar from that one connection. If you need additional connections beyond the free one, then you will need to enter a paid registration (at the member rate) for each additional connection required.
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
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