Publications

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…

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…

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…

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…

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…

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…

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…

"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…

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;…

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…

Online resources are often described and evaluated in terms of their ability to serve vast amounts of diverse content to wide audiences, but well targeted, specialized digital projects can have a profound effect on an academic discipline. The Thesaurus Linguae Graecae®, a digital corpus of over 12,000 works of Greek literature ranging from the ancient era to the modern age, has proven its value to scholars and has been able to convert that value into a sustainability model that incorporates…

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…