Publications
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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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
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…
Research Report
July 14, 2009
Thesaurus Linguae Graecae® (TLG) 2009
Specialised Historical Content for a Niche Audience
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…
Research Report
July 14, 2009
V&A Images 2009
Image Licensing at a Cultural Heritage Institution
For many museums and cultural institutions, the digital environment provides an exciting opportunity to expand access to their collections and enhance their brand. At the same time, the high costs of creating and maintaining digital collections lead some organizations to think about ways to generate revenue from these assets. V&A Images, a department of the Victoria and Albert Museum’s commercial trading company, licenses photographs of objects in the museum's collection for commercial, educational and personal use. The unit is tasked…
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
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
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…
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Research Report
November 1, 2008
Current Models of Digital Scholarly Communication
The networked digital environment has enabled the creation of many new kinds of works that are accessible to end users directly, and many of these resources have become essential tools for scholars conducting research, building scholarly networks, and disseminating their ideas and work. The decentralized distribution of these new model works can make it difficult to fully appreciate their scope and number, even for university librarians tasked with knowing about valuable resources across the disciplines. In the spring of 2008,…
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