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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
October 6, 2011

Revenue, Recession, Reliance

Revisiting the SCA/Ithaka S+R Case Studies in Sustainability

In 2009 Ithaka S+R investigated the sustainability strategies of twelve digital content projects in the higher education and cultural heritage sectors in the US, UK, France, Germany, and Egypt. Two years and one economic crisis later, Ithaka S+R, with the generous support of the JISC-led Strategic Content Alliance, decided to revisit the original twelve case studies to see how their models had held up, where weaknesses might be starting to show, and what new strategies project leaders were adopting in…
Research Report
October 6, 2011

The Department of Digital Humanities (DDH) at King’s College London 2011

Cementing Its Status as an Academic Department

In 2009 the Department of Digital Humanities (DDH), formerly known as the Centre for Computing in the Humanities (CCH), presented the model of a successful cross-disciplinary collective of digital practitioners engaged in teaching and research, with knowledge transfer activities and a significant number of research grants contributing to its ongoing revenue plan. Support from King’s College London to create the department was to be phased out after the results of the government’s 2008 Research Assessment Exercise (RAE), which was expected…
Research Report
October 6, 2011

DigiZeitschriften 2011

A Niche Project at a Crossroads

DigiZeitschriften, a collection of digitized German language scholarly journals, has continued to successfully support its operations and generate a surplus through a combination of its subscription model and low cost base, thanks to its 14 partner libraries, which help to curate the content and seek grant funding as needed. Since we profiled this project in 2009, its website has been revamped, and Google and other search engines are now allowed to crawl some content for the first time. And yet…
Research Report
October 6, 2011

eBird 2011

Driving Impact through Crowdsourcing, Case Study Update 2011

In 2009 when Ithaka S+R first studied the sustainability model for eBird, a database of bird sightings, we highlighted its strong focus on the needs of its end users and the extent to which the Information Science Department, where it is housed, encouraged eBird’s project leaders to pursue entrepreneurial activities. The project leader and his three co-managers, who were selected because of their familiarity with the needs of both academic ornithology researchers and casual birding enthusiasts, have developed a range…
Research Report
October 6, 2011

Electronic Enlightenment (EE) 2011

Outreach or Outsource? The Benefits and Challenges of Partnership, Case Study Update 2011

In 2008 the Electronic Enlightenment launched efforts to transition to an institutional subscription model, part of its long-term plan for sustaining itself beyond the period of grant funding. Now housed at Oxford’s Bodleian Library and working with Oxford University Press as its sales, marketing and distribution partner, Electronic Enlightenment is still in the process of building its subscriber base, a task made more challenging by the impact of the recession on library budgets. This update reports on the challenges EE…
Research Report
October 6, 2011

Hindawi Publishing Corporation 2011

Growing an Open-Access Contributor-Pays Business Model

The original case study in 2009 explored Hindawi’s transition from a subscription-based journal operation to an all open access publisher, with the bulk of revenues derived from fees from authors rather than subscription charges. Because the company’s growth depends on the number of articles published each year, the company changed its focus from marketing to end users to developing new products, entering into partnerships with societies and other publishers, and creating a publishing experience for authors and editors that would…
Research Report
October 6, 2011

L’Institut national de l’audiovisuel 2011

Balancing Mission-based Goals and Revenue Generation

L’Institut national de l’audiovisuel (INA), the French national archive for audiovisual materials, is tasked with preserving France’s audiovisual heritage through ambitious goals for digitising, preserving, and sharing this content. In addition to the government funding that INA receives, its commercial activities support this work. This update examines Inamédiapro, the commercial rights licensing service, and ina.fr, the public website, and their complementary ways of monetizing the rich archival holdings in recent years, through a close examination of user needs and strategic…
Research Report
October 6, 2011

The Middle School Portal 2: Math and Science Pathways, National Science Digital Library 2011

The Challenges of Sustaining a Project as the End of a Grant Approaches

The original case study, "The Middle School Portal 2 (MSP2): Math and Science Pathways, National Science Digital Library: Early Sustainability Planning for a Grant-Funded Digital Library," profiled a new grant-supported initiative: a portal devoted to collecting high-quality teaching resources for use by middle school educators. The resource was part of the National Science Foundation’s National Science Digital Library (NSDL) program, a collection of online resources for educators in STEM disciplines (science, technology, engineering, and mathematics). In the first year of…
Research Report
October 6, 2011

Stanford Encyclopedia of Philosophy 2011

Launching a "Freemium" Model

The Stanford Encyclopedia of Philosophy (SEP), a peer reviewed, open access online reference, draws its funding from investment returns from a project endowment, built from the financial contributions of academic libraries. When we first studied the project, it had made great progress toward its goal of building a $4.125 million endowment, but it faced uncertainty over the extent to which the economic downturn in 2008 would affect its investments. In the two years since then, as endowment support has not…
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

Electronic Enlightenment (EE) 2009

Subscription-based Resource Sold Through a University Press

After several years of reliance on foundation support, Oxford University’s Electronic Enlightenment (EE), a database containing the digitized correspondence of over 6,000 thinkers and writers from the long 18th century, needed to transition from a grant funded project to an independently sustainable research project. After hiring a business planning consultant to help them think through different options, project leadership concluded that a sustainability model based on institutional subscriptions to the resource was the best fit for the project’s needs. 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…