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For more than a decade, libraries have engaged in a variety of digital lending practices that are now described as controlled digital lending (CDL). But only more recently, in 2018, were the... Read more

For more than a decade, libraries have engaged in a variety of digital lending practices that are now described as controlled digital lending (CDL). But only more recently, in 2018, were the foundational law and policy arguments for the practice of CDL articulated in what has become a widely cited legal white paper. Since that time, the law, policy, and practice of CDL have evolved considerably.

In this session, the presenters—Dave Hansen and Kyle K. Courtney, both lawyers, librarians, and authors of the original CDL white paper—will explain the basic framework for CDL. They will review recent developments in CDL law and policy, including integration in library norms such as reserves and interlibrary loan. They also will review international developments and the copyright infringement lawsuit filed by the ‘Big Five’ publishers against Internet Archive for CDL. Show less

SWAN, a consortium of 100 libraries in the greater Chicagoland, has worked on configuring and automating WorldShare ILL through “automatic no” based on real-time availability, custom... Read more

SWAN, a consortium of 100 libraries in the greater Chicagoland, has worked on configuring and automating WorldShare ILL through “automatic no” based on real-time availability, custom holdings groups within its statewide delivery system, deflections, and patron-initiated requests. They also collaborate with five other colleague consortia in Illinois to manage holdings through development of the OCLC Holdings Manager.

The presenters, Scott Brandwein and Helen Pinder, will explain how their libraries share a base configuration that can be modified for an individual library’s local work processes, from restricting patron-initiated requests to allowing any request from patrons regardless of local holdings. Reviewing statistics will provide an insight into the efficiencies gained through implementation of real-time availability and “automatic no.” The OCLC Holdings Manager project is an open source project developed in SWAN that compares two generations of catalogs in MARC format to extrapolate adds/deletes in the bibliographic data. These changes are then sent as set/unset holdings to WorldCat through the WorldCat API. The presenters will share their tools and how they’ve enhanced their patron experience through accurate holdings and efficient ILL processing. Show less

In recent years, many libraries have begun to reconsider their reliance on the 1978 Commission on New Technological Uses of Copyrighted Works (CONTU) guidelines as a way to track compliance... Read more

In recent years, many libraries have begun to reconsider their reliance on the 1978 Commission on New Technological Uses of Copyrighted Works (CONTU) guidelines as a way to track compliance with copyright law. This trend can be seen in recent white papers, conference presentations, and discussions on various lists used by resource sharing professionals.

In this session, Cindy Kristof will present the results of a fall 2020 survey of ARL libraries’ ILL departments regarding their use of, or departure from, CONTU Guidelines or “Rule of Five” to comply with Section 108 of the Copyright Law. Survey respondents provided insight and rationale behind their choices as well as brief descriptions of their alternatives to CONTU.

Meg Atwater-Singer will present the results of an April 2021 survey conducted by the Resource Sharing Committee of the Academic Libraries of Indiana (ALI RSC) to determine what was the state of CONTU as a method of copyright adherence in Indiana, as compared to other guidelines or internally developed practices.

Thinking about moving away from CONTU? This session will offer some direction. Show less

Join staff from Atlas Systems and OCLC and ILL community guest presenters as we highlight recent initiatives and success stories resulting from OCLC’s library on-demand vision and smart... Read more

Join staff from Atlas Systems and OCLC and ILL community guest presenters as we highlight recent initiatives and success stories resulting from OCLC’s library on-demand vision and smart fulfillment strategy. The ILL community guest presenters will share their experiences and the positive impacts that new smart fulfillment capabilities have had on their ILL staff, workflows, and patrons. In addition, we’ll look to the future and OCLC’s continuing commitment to innovate and leverage the power of the world’s largest resource sharing network. Show less

Libraries across the world have been an innovation engine of creativity and opportunity in many decades. The ongoing global pandemic and health crisis illuminates potential reforms,... Read more

Libraries across the world have been an innovation engine of creativity and opportunity in many decades. The ongoing global pandemic and health crisis illuminates potential reforms, rethinking beyond traditional library operations and services. Controlled digital lending (CDL) is one of the emerging technologies libraries used to deliver information digitally, in support of online learning and teaching and making educational materials more affordable and accessible.

Two Florida libraries (University of Florida and Florida Gulf Coast University) started a conversation about how to develop strategies to make CDL possible at each institution. In this session, Xuan (Lily) Pang and Peggy Glatthaar, will share the stories of piloting and initiating a CDL program to ensure students have reliable, affordable access to course materials they need to be successful. They’ll offer an overview of the emerging trends of CDL and demonstrate the development of the CDL platforms, policies, and implementation plans. Additionally, the presenters will discuss challenges and lessons learned and how each institution plans to sustain the program for future library services. Show less