News from Our Partners at Library Futures and the Internet Archive

Our partners at Library Futures and the Internet Archive are scheduling interesting sessions and looking for your stories.

If you’re reading this newsletter, there’s a good chance you think about copyright more than most, so join us Monday, November 15 from 12-1:15 PT!

Retired Georgetown Law professor Michelle Wu will discuss her new paper “The Corruption of Copyright” with Colorado Law’s Blake Reid, who will focus on his forthcoming paper “Copyright and Disability.”
Amanda Levendowski, Associate Professor of Law at Georgetown Law, will moderate the panel, which is supported by Library Futures and Internet Archive.

 Join us

Internet Archive needs your story

Our coalition partners at the Internet Archive are subject to legal action for their use of Controlled Digital Lending in the National Emergency Library. As part of the case, they are collecting stories from people who made use of their extensive lending library. If you are one of them, you can still submit your story until November 19. Defend the right to loan!

Welcome to the Coalition!

We are thrilled to welcome two new coalition partners: the University of Massachusetts Amherst Libraries and American Southeastern Research Libraries (ASERL). UMass Amherst is old hat at resource-sharing as part of the Five College Consortium, and they’ve had a long-standing commitment to open scholarship.

Our other great partner ASERL recently endorsed the statement on Controlled Digital Lending for Interlibrary Loan and submitted comments to the Copyright Office. Don’t miss their “Future Thinking” report on Controlled Digital Lending for Research Libraries.

If you share these values and want to join the coalition, please reach out!

Join the Coalition!

Promoting Balanced Copyright Globally

To fulfill our mission and to promote a balanced copyright regime worldwide, we were granted leave to intervene in an important Canadian copyright case with our colleagues at the Canadian Associations of Law Libraries.

Learn more

Building equitable local news access

We are thrilled to announce our new project with our coalition partners at the Albany Public Library and the news team at Hearken to pilot better access to local news and support communities in their information seeking needs.

 Read on

Indie Author Day--Today and Tomorrow

Indie Author Day—so good that it lasts two days!

Indie Authors are a great way for libraries to expand their digital collections at sustainable costs. You get great reads and help promote new and perhaps more diverse authors, often at a fraction of what you pay for best-sellers and often on better terms. Find out more today and tomrrow!

Indie Author Day 2021 LIVE stream events!

This year, our 2-day live stream events will take place starting on Friday, November 12 through Saturday, November 13. These virtual events kick off with the announcement of the winners of the 2021 Indie Author Project regional contests and continue on with panels of indie authors and industry professionals discussing topics such as Diversity in Indie Publishing, National Novel Writing Month, and Indie Book Curation and Discovery! Below are a few extra details so you can schedule your Indie Author Day plans accordingly:

FRIDAY, NOVEMBER 12

Introducing the Winners of the 2021 Indie Author Project Regional Contests
3 pm EST / 12 pm PST
Join us for the announcement of the winners of the 2021 Indie Author Project (IAP) regional contests!
REGISTER

SATURDAY, NOVEMBER 13
(all sessions are 45 mins with a 30 min break in between)

Indie Book Curation + Discovery
1 pm EST / 10 am PST
REGISTER

National Novel Writing Month
2:15 pm EST / 11:15 am PST
REGISTER

Diversity and Inclusion in Indie Publishing
3:30 pm EST / 12:30 pm PST
REGISTER

All events will be free and available to anyone hosting an Indie Author Day. These sessions will also be available in our archive for on-demand viewing. Anyone wanting to view these sessions live must register ahead of time using the links above for each session.

DOJ Sues to Block the Bertelsmann/PRH Buyout of S&S

As noted by John Maher, Andrew Albanese, and Jim Milliot in Publishers Weekly, the U.S. Department of Justice is suing to stop the acquisition of Simon & Schuster, citing “harm to authors.” The article links to the text of the suit and capably sets out the reasons for the suit and the publishers’ unsurprising response that the suit “is mistaken” and that the buyout would "benefit all constituents, including authors, agents, retailers, and, ultimately, readers, and will do nothing to undermine the robust, competitive publishing landscape that currently exists."

RF will leave it to the DOJ to show how this deal hurts authors, simply noting that fewer publishers vying for authors seems likely to result in fewer contracts, a greater commodification of the written word and emphasis on the blockbuster best seller, and more authors having to turn to Indie publishers. Our concern is with the library market. From our perspective, a challenge to the buyout is in order.

On the surface, there is little difference between PRH and S&S in terms of library digital contracts. Their ebook terms are remarkably similar. PRH still offers perpetual-access digital audiobooks, while S&S now has metered access for two years but in some cases slightly lower prices overall in audio. A slight advantage to PRH. then So, why should libraries be pleased to see the DOJ weigh in, if PRH were to offer slightly better future terms than S&S might have?

The answer is not just the possible contraction in available titles that might result from consolidation. Maryland’s (and we can hope soon, New York’s!) law does not set market price but only requires fair terms. An even more dominant publisher, controlling ever more of the market, would be even more resistant to offering libraries “reasonable terms” than we currently see. Reducing the number of providers certainly won’t promote competition. The resulting behemoth would be even better poised to fight off legal challenges and public campaigns for a library square deal.

Libraries must advocate for Controlled Digital Lending and federal guidelines supporting the Maryland/New York laws pushing towards library rights to circulate digital under copyright and not license. In the meantime, preventing the the creation of a FrankenPublisher monster is desirable.

Kahle: Will Libraries Exist in 25 Years?

Brewster Kahle’s “Will There Be Libraries in 25 Years” in Time asks provocative and important questions. While we won’t be giving up print completely any time soon—for now, it offers the best return on tax $$, better ensures preservation, and can bridge the digital divide (while presenting access obstacles of its own), yes, libraries must become digital as well. And yes, some trends point to emergence of an information corporatocracy : “ Global media corporations—emboldened by the expansive copyright laws they helped craft and the emerging technology that reaches right into our reading devices—are exerting absolute control over digital information. . . . If we fail to forge the right path, publishers’ business models could eliminate one of the great tools for democratizing society: our independent libraries. Right now, these corporate publishers are squeezing libraries in ways that may render it impossible for any library to own digital texts in five years, let alone 25. Soon, librarians will be reduced to customer service reps for a Netflix-like rental catalog of bestsellers. If that comes to pass, you might as well replace your library card with a credit card.”

While alarmist, this statement is not hyperbole. Current licensing models from most of the Big 5, academic, and school market publishers are changing in ways that make it difficult for libraries to maintain robust and sustainable digital collections. License models are often limited in an area where one size definitely doesn’t fit all. Publishers have no incentive to offer titles once they lose commercial value, and not only have many older but valuable titles have never been digitized but libraries have no right to maintain digital copies for preservation of the intellectual record. The cost to license and relicense under the current “exploding” terms funnel access primarily to high-demand titles, starving the reading of works that might highlight “marginalized voices, providing information to the disadvantaged, and preserving cultural memory independent of those in power.”

Two possible solutions are under challenge. Controlled digital lending is threatened with a lawsuit, while the buying of ebooks—which the Internet Archive is doing on a limited basis because few publishers will engage with them—is not a model the larger publishers seem willing to adopt, refusing even to engage in perpetual licenses.

Kahle says “As we shift from print to digital, we can and must support institutions and practices that were refined over hundreds of years starting with selling ebooks to readers and libraries.” He doesn’t say how, but the call for advocacy is clear and must be heeded. Legislation that puts digital content into the hands of readers, students, and researchers must come at a level beyond the states, though Maryland, New York, and Rhode Island legislation is a start. The balance that copyright is intended to provide between rights holders and users is, in the digital realm, tilted too far towards the holders under current licensing terms. Some redress is necessary if the mission of libraries can be continued.

PRH/ARSL Offer Grants

From PRH’s website, with thanks to Skip Dye for forwarding the information. Librarians in rural/tribal areas, take note:

“Penguin Random House and the Association for Rural and Small Libraries have partnered to launch a rolling grant program to recognize rural, small and tribal libraries that support underserved communities in the U.S. and U.S. territories.

‘The past couple years have been incredibly challenging for everyone, and we know rural areas have been especially hard-hit. In these communities, libraries have been lifelines in countless ways, from serving as trusted sources for reliable information to providing access to important services and resources. We are honored to partner with ARSL to help elevate their impact,” said Skip Dye, Senior Vice President of Sales Operations and Library Sales, Penguin Random House.

The program will award grants of up to $2,500 to libraries that demonstrate a true need. Penguin Random House and ARSL have worked together to ensure the application process is simple and straightforward to remove as many barriers to applying for a grant as possible. Grants are not limited to literacy and may be used for everything from library programming and books to resources like hotspots that help community members access important information. In-kind donations will also be considered.

For the award application and more information, please visit the library awards page on our Social Impact site here.”


PRH Extends Time Temp Permissions and Temporary Covid-19 Models for e-Content

Penguin Random House’s Skip Dye has communicated the following info to ReadersFirst:

Penguin Random House is extending our Story Time Temp Permissions program and the Temporary Covid-19 e-Content Models to March 31st, 2022.

We are not doing any formal press release announcing these extensions. Many communities, especially during this uncertain time, continue to take advantage of these 2 temporary programs, and it is our hope in extending the programs we will give stability for educators and librarians. The Story Time Temporary Permissions web page and the form are updated to reflect the new extension date of March 31st, 2022. Spreading the news about the extension of the temporary Covid-19 e-Content Models, our digital wholesale partners are communicating it to their accounts over the course of the next few weeks.

Thank you, PRH (and Skip)! Of course, ReadersFirst is going suggest that it would be a great idea to make these everyday practices—we just can’t help ourselves—but these are valuable additions and greatly appreciated!

Library Futures’ "Controlled Digital Lending: Unlocking the Library’s Full Potential"

The Library Futures group has released a position paper, "Controlled Digital Lending: Unlocking the Library’s Full Potential” that is worth a read by all library stakeholders interested in ensuring we have the ability to share content digitally, especially the millions of titles that are an important part of the intellectual record but have never been digitized.

Aimed at least in part as legislators, it concludes as follows:

CDL takes what libraries do well and makes them even better. Libraries are an economic boost

to communities, and CDL maximizes that by making the lending system more efficient and

equitable. CDL also bolsters education by supporting learning from anywhere. With CDL,

knowledge is accessible, and our sources of knowledge reflect all experiences. Quite simply,

CDL ensures that more people have access to more books, all while respecting the authors’

rights. For these reasons, we ask that you support legislation that codifies CDL and programs

that facilitate CDL through funding and a centralized set of digital resources.

RF reiterates its long-held position: CDL, properly implemented, is a legitimate use of library resources. We second the call for legislation that codifies CDL as part of copyright. The paper’s emphasis on Civil Rights and Democratization of Information is spot-on. Libraries cannot afford to lose this valuable tool if we are to meet the growing demands for digital resources.

Sen. Wyden and Rep. Eschoo Stand Up For Readers

After seeing Sen. Tillis carry water for the Association of American Publishers (AAP), it is bracing to see Sen. Wyden (D—Oregon) and Rep. Ashoo (D-California) asking some questions about publisher library ebook practices for the benefit of library readers.

As reported by Andrew Albanese’s PW piece “Wyden, Eshoo Question Big Five Publishers Over Their Library E-book Practices,” these elected officials have asked questions that could reveal a huge discrepancy in what libraries pay for print vs. digital and suggest that digital prices are inflated and lending terms burdensome:

In their letter to the publishers the lawmakers reference “the exorbitant costs and burdensome restrictions” that they say “are draining resources from many local libraries,” and “forcing [libraries] to make difficult choices to try and provide a consistent level of service” to their patrons.

“E-books play a critical role in ensuring that libraries can fulfill their mission of providing broad and equitable access to information for all Americans, and it is imperative that libraries can continue their traditional lending functions as technology advances,” the letter states.

The letter requests responses from each of the publishers (Hachette, HarperCollins, Macmillan, Penguin Random House, and Simon & Schuster) by October 7.

Albanese’s piece has a link to the many questions asked; it is worth a detailed read.

Let’s start by giving credit where credit is due. Not all the questions will (if answered at all!) elicit embarrassing responses. During the pandemic, several of the publishers (thank you, PRH and Macmillan) have eased terms for sharing texts in online story times. PRH adopted multiple license models and some price reductions that have been helpful—RF hopes these terms will continue! HarperCollins may be able to respond truthfully that many of its ebook terms are proportionate to print. That said, I wouldn’t want to be the CEO responding truthfully to many of the questions, since about all I could say is “My job is to maximize profit and ebook licensing is one way I do that.“

Will Sen. Wyden and Rep. Eschoo will get anything other than perfunctory responses? As many may recall, Rep. Jayapal (D-Washington) sent a letter to Macmillan back in the embargo/boycott days, asking about licensing practices, and got her questions mostly ignored. It could very well happen again. The companies could claim (rightfully in some cases—questions #1 and #8 a, b, and f might be difficult to report fully since the publishers may not know all library print sales and are not the direct library customers in digital) that they don’t have all the answers and in any case are simply good partners with libraries, which are an important part of the publishing enterprise, yadda yadda. We’ll see if companies with big international owners feel safe playing by their own rules and politely ignoring what they don’t wish to talk about.

If responses are given, they should be released so librarians can fact-check and comment. There are ways to spin anything. Publishers could say, for example, they make less money on a 2 year library ebook lease than selling to 52 consumers. It would be true. But it ignores the comparison to print costs for libraries and the needs of library users, not to mention the balance between copyright holder and readers that copyright laws intend to provide.

No matter what, this development is good for library readers. For years, we have said most of the Big 5 and many academic publishers terms are unfair. We have documented how the terms disadvantage readers and prevent us from developing robust and sustainable digital collections. We have asked for change. The publishers have largely ignored our requests, knowing we have no recourse, likely hoping covertly (and in some cases openly stating the desire) to expand consumer sales at the expense of the library market. Any light cast on publishers’ library ebook practices is welcome, and, answered or not, these questions cast cold light on those practices. RF thanks Sen. Wyden and Rep. Eshoo for their stand. We now have a law at the state level, with more states likely to follow, that calls for “reasonable terms.” These laws alone are not enough to create lasting change. Libraries should welcome these questions and hope they are a start of federal action. Congressional hearings would not be ignored, even if the questions are. It is time for still more questions, for an assessment of what is "reasonable," and for a reconsideration of copyright/licensing through libraries to rebalance the need to know against profit.

Is there enough political will to go beyond these questions and take federal legislative action? Libraries and their readers are pitted against monied interests. It will be an uphill battle, but we need to follow up with advocacy. The AAP will not be able as disrespectful to lawmakers as they are to libraries, but they will be quick to say the market is fair and put out bogus claims without in-depth facts. The answer to the questions asked of the publishers yesterday will show otherwise. Let us hope this is the beginning of the action, but we should show support and do more than hope. We call on all senators and representatives to stand up for readers.

Of course, the publishers could—individually, of course!— simply decide that rather than laws, a new a business paradigm is needed and work with libraries to redefine terms so that digital and print revenues were proportionate and “reasonable.”

In the meantime, we salute the publishers that do work with libraries on such terms and vow continued advocacy.

Mellon Foundation Supports Developing CDL Standards

The National Information Standards Organization (NISO) has received a grant of “$125,000 from The Andrew W. Mellon Foundation to support the development of a consensus framework for implementing controlled digital lending (CDL) of book content by libraries, which has been approved by NISO members as a new initiative.”

"We are very grateful for the support from The Mellon Foundation in support of this work to help uptake of CDL in all kinds of libraries, whether or not they are well-resourced," said Todd Carpenter, Executive Director of NISO. "With the support of contributors in our working group, this effort will consolidate the range of approaches currently being deployed, thereby supporting faster and cheaper deployment of CDL in institutions. It will also serve as a catalyst that identifies and spurs the advancement of beneficial changes to existing specifications, the development of new tools, or potential infrastructure that may be needed. This proposed consensus framework aims to serve both academic and public libraries, as well as special libraries and archives."

The Working Group’s scope will include refining existing models that describe the similarities and differences between CDL and traditional circulation and ILL; developing use cases for CDL that take into account all libraries who may adopt it; identifying gaps in the understanding of CDL applications; developing model processes for library staff; describing systems interoperability requirements; and identifying changes needed to existing library protocols and standards. Importantly, lessons learned from patron and staff experiences from the range of current implementations will be incorporated into the working group process to ensure that usability and accessibility is addressed in the output.

RF salutes this development. Standards for sharing are important and this development further solidifies the commitment of libraries of all types to this important (and legal) way of sharing content. It begins to look as if the still-to-be-litigated AAP/publisher suit against the Internet Archive will be very far from the last word on the application/adoption of CDL. Oh well, I guess ya can’t sue ‘em all.

BLC Adopts CDL for Interlibrary Loan

Chris Freeland of the Internet Archive has shared the news that the Boston Library Consortium (BCL) has adopted Controlled Digital Lending for interlibrary Loan. In a statement, BCL announced that CDL will be used “among its interested member libraries, under a new plan approved by its Board of Directors at their August 2021 meeting. In this resource sharing model, items that traditionally would be loaned physically could instead be digitized and lent digitally under controlled conditions.”

BCL affirmed that CDL “enables libraries to lend legally acquired materials in a digital format under conditions that emulate physical lending. With CDL, libraries limit the total number of copies circulating in any format to the number of physical copies they own, maintain regular lending period limits, and utilize digital rights management to prevent copying and redistribution.”

BVL has also provided a “a new public report, “Consortial CDL: Implementing Controlled Digital Lending as a Mechanism for Interlibrary Loan,” so that other libraries and consortia can benefit from the BLC’s work.”

ReadersFirst salutes BCL for joining other academic libraries in using CDL, It offers many advantages, certainly including fast and safe delivery of materials, increasingly the likelihood that rarer physical materials that might never be loaned through the post will be shared. Importantly, another group has made a strong statement that CDL is legal, acceptable, and valuable.

ReadersFirst encourages all libraries to review and sign the Statement on Controlled Digital Lending. We face many obstacles to begin able to create rich, lasting, and affordable digital collections. Relying on and digitally sharing our print collections, many titles of which are not digitized, is a powerful equalizer for half of the copyright equation: those with a need to know.