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Research Report
October 6, 2011

University of Southampton Library Digitisation Unit 2011

Reimagining the Value Proposition

When the original case study was published in 2009, the staff of the BOPCRIS Digitization Centre at the University of Southampton’s Hartley Library had recently completed three large scale, grant funded digitization projects and was exploring different means of ensuring access to the digital content they had created. An early experiment with local hosting had shown that the Library was unprepared to deal with the on-going costs of maintaining these resources, and they turned to external content providers—ProQuest and JSTOR—for…
Research Report
October 6, 2011

Thesaurus Linguae Graecae® (TLG) 2011

How a Specialised Resource Begins to Address a Wider Audience

The Thesaurus Linguae Graecae® (TLG) provides an example of a specialized resource which draws on multiple revenue streams for its sustainability model. This collection of digitized ancient Greek texts is considered essential for scholars of the classics, which has allowed the project to successfully implement a fee for access despite appealing to a relatively small primary audience. In addition to subscription fees from institutions and individuals, income from an endowment and funding from the University of California, Irvine (where it…
Research Report
October 6, 2011

The National Archives (TNA) 2011

Enhancing the Value of Content through Selection and Curation

In 2008 we examined the activities of the Licensed Internet Associates program (LIA), a business operation within The National Archives (TNA) that licenses TNA’s holdings to commercial entities. Beyond providing direct revenue to TNA in the form of royalty income, the LIA program has played a major role in the rapid digitization of TNA’s documents at an extremely low cost, outsourcing the function to its licensing partners. In the face of a projected 25 percent cut in government funding over…
Research Report
October 6, 2011

V&A Images 2011

Scaling Back to Refocus on Revenue

V&A Images, the commercial image licensing unit of the Victoria and Albert Museum, had a difficult task: to generate profits through image licensing while also fostering the museum’s public and scholarly mission of providing access. In 2009, our study focused on the challenges of operating an image licensing business whose sustainability model depends on monetizing the same assets that are available for free. In part due to these challenges, the group expanded their scope in 2010 to include mobile app…
Research Report
June 14, 2011

Funding for Sustainability

How Funders’ Practices Influence the Future of Digital Resources

"Funding for Sustainability: How Funders’ Practices Influence the Future of Digital Resources" offers an overview of funders' policies and practices, and provides a framework to assist funders and their grantees in thinking about the key elements of post-grant sustainability planning for digital resources. Over the past decade, philanthropic organizations and government agencies have invested millions of dollars, pounds, and euros in the creation of digital content in the not-for-profit sector. Their grants have facilitated major digitization efforts and encouraged innovative…
Research Report
April 11, 2011

US Library Survey 2010

Insights From U.S. Academic Library Directors

"Ithaka S+R Library Survey 2010: Insights From U.S. Academic Library Directors" aims to help academic libraries and other members of the higher education community understand the changing role of the library and how to strategically adapt to an increasingly digital environment. This survey focuses on the issues related to the strategies library administrators are pursuing for their libraries, the management of library collections, the development of new digital collections, and the creation of new services to meet changing user needs.…
Research Report
January 1, 2011

Unlocking the Gates: How and Why Leading Universities are Opening Up Access to Their Courses

Over the past decade, top universities have begun to experiment with online courseware, leveraging one of their core assets—the undergraduate course—to reach out to new constituencies of learners. Ithaka S+R embarked on a project intended to chronicle the development of several key initiatives in this space, in an effort to provide senior academic leadership with actionable, strategic intelligence around activity in this emerging field. Two years of research has resulted in a scholarly monograph, Unlocking the Gates: How and Why Leading…
Research Report
April 7, 2010

US Faculty Survey 2009

Key Insights for Libraries, Publishers, and Societies

This fourth in a series of surveys conducted over the past decade examined faculty attitudes and behaviors on key issues ranging from the library as information gateway and the need for preservation of scholarly material, to faculty engagement with institutional and disciplinary repositories and thoughts about open access. For the first time, we also looked at the role that scholarly societies play and their value to faculty. Following an initial introductory letter, survey questionnaire booklets were physically mailed to 35,000…
Research Report
October 1, 2009

Documents for a Digital Democracy

A Model for the Federal Depository Library Program in the 21st Century

The Association of Research Libraries (ARL) and the Chief Officers of State Library Agencies (COSLA) retained Ithaka S+R to conduct a comprehensive study on the state of the Federal Library Depository Program (FDLP) and to recommend how to respond to changes in an increasingly digital, networked environment that have caused a decline in incentives for libraries to participate in the Program. Following a thorough examination of the Program’s current state, this report suggests a vision for the program: seamless, no…
Research Report
September 1, 2009

What to Withdraw

Print Collections Management in the Wake of Digitization

As journals are increasingly accessed in digitized form, many libraries have grown interested in de-accessioning little-used print originals; but desires to repurpose space often come into conflict with concerns about preservation. “What to Withdraw: Print Collections Management in the Wake of Digitization” analyzes which types of journals can be withdrawn responsibly today and how that set of materials can be expanded to allow libraries the maximum possible flexibility and savings in the future. For journals that are principally accessed in…
Research Report
July 14, 2009

Hindawi Publishing Corporation 2009

The Open-Access Contributor-Pays Model

Hindawi Publishing Corporation, a Cairo-based for-profit publisher of science, technology and medical journals, was founded as a subscription-based publisher in 1997. By 2003 Hindawi had begun exploring Open Access models; by 2007 it had become an entirely Open Access publisher, and it now publishes 160 Open Access STM journals. Hindawi’s financial model is based on charging contributors a fee per article published, a model also currently used by BioMed Central and PLoS, among others. Since 2007, Hindawi has continued to…
Research Report
July 14, 2009

BOPCRIS Digitisation Centre 2009

Experimentation with Sustainability and Partnerships for Library Digitisation Projects

The University of Southampton’s Hartley Library has been engaged in a number of large scale, grant funded digitization initiatives focused on heritage materials such as parliamentary papers and British pamphlets. These projects left them with a challenge familiar to many grant-funded projects: developing a strategy to preserve access to the content after the grant period concluded. Early experiences suggested to library leadership that they were not well positioned to host this content locally, so with subsequent projects they began to…
Research Report
July 14, 2009

Centre for Computing in the Humanities 2009

Leveraging Shared Infrastructure and Expertise to Develop Digital Projects in an Academic Department

The Centre for Computing in the Humanities (CCH) at King’s College London, an academic department focused on the advancement of the digital humanities, engages in a wide variety of research projects that often lead to the creation of electronic scholarly outputs. Using a model that is rare among humanities departments, CCH supplements government and institutional funding for research and teaching with a remarkable number of outside research grants and with revenue generated through knowledge transfer activities that leverage the department’s…
Research Report
July 14, 2009

DigiZeitschriften 2009

Library Partnership and a Subscription Model for a Journal Database

DigiZeitschriften, a German language archive of scholarly journals, was created in 1999 with funding from the German Research Foundation. Since its launch as an online service in 2005, DigiZeitschriften has implemented a sustainability model that includes a partnership of libraries contributing time and expertise, and a financial model of institutional subscriptions that has more than covered its operating costs to date. This case study examines the decisions leading DigiZeitschriften to adopt this plan for sustainability, and explores the benefits as…
Research Report
July 14, 2009

L’Institut national de l’audiovisuel 2009

Free Content and Rights Licensing as Complementary Strategies

Since its founding in 1974, L’Institut national de l’audiovisuel (INA) has undergone a profound shift in activities, developing from its role as the protector of the audiovisual heritage of France to the more dynamic role of manager of diverse media assets reaching a variety of audiences, including the general public. Today INA places great emphasis on its mission to enhance and communicate the value of its content to end users, and it supports these efforts through a range of economic…
Research Report
July 14, 2009

eBird 2009

A Two-sided Market for Academic Researchers and Enthusiasts

The Information Science Department at the Cornell Lab of Ornithology is home to eBird, a site where birdwatchers of all levels–from weekenders to academic researchers–can record their avian sightings and upload them for future use by scientists. The site serves a two-sided market: on one side, the birders who record and share their observations, and on the other side, the scientists who use that data for research. This project is notable for the level of interest it generates from users;…
Research Report
July 14, 2009

The Middle School Portal 2: Math and Science Pathways, National Science Digital Library 2009

Early Sustainability Planning for a Grant-Funded Digital Library

The Middle School Portal 2: Math and Science Pathways project (MSP2) aims to provide middle school teachers with high-quality materials they can use in the classroom, and to foster greater sharing and communication within the middle school teaching community. The original Middle School Portal was a prototype for the "Pathways" projects funded under the umbrella of the National Science Digital Library (NSDL), and MSP2 remains today entirely funded through NSDL. But the project faces a challenge: How will it cover…
Research Report
July 14, 2009

Sustaining Digital Resources

An On-the-Ground View of Projects Today

This research is part of a multi-year, international exploration of the strategies being used to support digital initiatives over the long term. In 2008, we selected twelve projects to examine, analyzing the steps their project leaders have taken to achieve sustainability, with special attention paid to their strategies for cost management and revenue generation. "Sustaining Digital Resources: An On-the-Ground View of Projects Today" serves as a guide to the cases, outlining the stages that successful projects undertake in developing sustainability…
Research Report
July 14, 2009

The National Archives (TNA) 2009

Digitisation with Commercial Partnerships via the Licensed Internet Associates Program

The challenges of digitizing, preserving and providing access to over 1,000 years’ worth of material held by The National Archives (TNA) are considerable. In recent years, TNA has developed a strategy to digitize content quickly though its Licensed Internet Associates program. These commercial partnerships, closely managed by TNA staff, have allowed the institution to digitize millions of pages of material at minimal direct cost. This case study explores the model developed by TNA in light of the opportunities that commercial…
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Research Report
July 14, 2009

Stanford Encyclopedia of Philosophy 2009

Building an Endowment with Community Support

Endowments are often thought of as a source of reliable support for established institutions such as universities and foundations, but in recent years online academic resources have also begun experimenting with the endowment model as a means of sustainable funding. The model holds forth the promise of guaranteeing access to a resource in perpetuity, with the investment returns from the endowment continuously generating funds to sustain the resource. Since 2004, the Stanford Encyclopedia of Philosophy has successfully raised three-quarters of…