Traversing the Licensing Terrain:
Emerging Issues and Innovative Solutions


June 11, 2007
Philadelphia, PA

Cosponsored by:


We'd also like to thank:
Ex Libris, Inc.
Major Sponsor
Swets Information Services
Reception Sponsor

Presentations are now available.


Forum Agenda

8:00-9:00 a.m.


9:00-9:15 a.m.

Opening & Welcome

Todd Carpenter, Managing Director, NISO

9:15-10:15 a.m.

Licensing: A State-of-the-Art Review

Ivy Anderson, Director of Collections, California Digital Library (CDL)
Online information licenses have been with us for a more than a decade. What has changed during that time, and what have we learned? Most importantly, where are we headed next? Or is it just a case of ‘Plus ça change, plus c’est la même chose’? This talk will review the progress made by libraries and information providers in licensing online materials and provide an overview of current issues, challenges, and opportunities in license negotiation and management.

10:15-10:30 a.m.


10:30-11:30 a.m.

Licensing & Legal Issues

Locating Licenses on the Legal Landscape
Kevin Smith, Scholarly Communications Officer, Perkins Library, Duke University
This presentation will take a brief look at four questions: how is a license related to a contract, what elements of contract law are important in evaluating a license in the online environment, what new uses of licensed content are arising in higher education to test our licensing practices, and what kind of licenses should higher education use to protect and share locally created data and content.

Licensing and E-Books: Speed Bumps, Potholes, and the Off-Road Experience
Celeste Feather, Electronic Resources Librarian and Assistant Professor, University Libraries, Ohio State University
Libraries are entering the world of electronic books and confronting licenses, pricing models, and business models that present new challenges. By comparison, licenses and arrangements for electronic databases and serials seem mature and tame. What is visible on the current landscape, and what lies ahead as we explore this new frontier?

11:30 a.m. -
12:15 p.m.

Licensing: New Times, New Models

Online Terms & Conditions:
The University of Chicago Press Approach

Kate Duff, Licensing & Permissions Manager, Journals Division, The University of Chicago Press
As of January 2007, the University of Chicago Press no longer requires the majority of its institutional subscribers to submit a formal signed license in order to access the electronic editions of its journals. Instead, all users of Chicago's website are asked to abide by the Terms and Conditions of Use. This new approach to licensing grew out of a decade's experience with electronic journals publishing and was motivated by a combination of new business developments at Chicago and feedback from our institutional customers. This presentation will review the development of and rationale behind Chicago's new licensing approach.

Taking the License out of the Equation:
NISO's Shared e-Resource Understanding (SERU) Initiative

Judy Luther, President, Informed Strategies
While licenses are appropriate in many situations, the burden of having a signed agreement with every library does not scale well for small publishers and the extensive paperwork results in a backlog for many libraries. Building on what we've learned about working with electronic resources, the SERU Working Group has developed an option for libraries and publishers to streamline the process by eliminating the written agreement. This presentation will provide background notes, address implementation issues, and expectations for the upcoming pilot.

12:15-1:15 p.m.


1:15-2:15 p.m.

Serials, E-books, Multimedia, Games, and More… How Formats Impact Licensing

New Formats - New Challenges
Christine Martire, Director of Strategic Partnerships, PALINET
Our users are demanding online access to more than ejournals and ebooks. Audio, images, video and multimedia are now the latest licensing frontier. What are some of the similarities? What are the key differences? Learn more about options for adding new formats to your online resources.

New Opportunities for Licensing Popular Media
Erica Lazzaro, Senior Content Acquisition and Licensing Counsel, OverDrive, Inc.
Erica will demonstrate the expanding catalog of download digital media including eBooks, audiobooks, music, and video available for institutional customers. She will also review how offering these multiple copy-protected (DRM) digital media formats in one platform has impacted available use models. Additionally, her presentation will discuss the challenges of balancing both content supplier and customer expectations in the licensing of the digital media.

2:15-2:30 p.m.


2:30-4:00 p.m.

Standards: Providing a Solution for License Management Issues

Mapping License Terms: EDItEUR's ONIX for Licensing Terms and ONIX Tools
& NISO's License Expression Working Group

Ted Koppel, Verde Product Manager, Ex Libris

Putting it into Practice: Managing Licenses in Verde
Jennifer Weintraub, Digital Collections Specialist, Yale University Library
This talk will describe how Yale University Library is managing licenses in Verde, our new electronic resource management software. Yale is moving from a homegrown ERM to Verde. I will address challenges relating to migrating data to a new more complex system and how using this system will push licensing terms and issues to a larger audience in the library.

4:00-5:00 p.m.

Panel Discussion / Q&A : What Next?

Facilitator: Trisha L. Davis, Associate Professor, Rights Management Coordinator, and Head, Serials & E-Resources Department, The Ohio State University Libraries

5:00-7:00 p.m.

Sponsored by Swets Information Services