CNI News

An alternative access method for the same information available from the CNI-ANNOUNCE listserv.

Guidance for ETD Lifecycle Management

A new, comprehensive resource on ETDs is now available. CNI’s Joan Lippincott served as a reviewer on the project. A link to the document is included in the announcement below.

The ETD Lifecycle Management project is pleased to make available the Guidance Documents for Lifecycle Management of ETDs. The full suite of Guidance Documents is freely available from Educopia Publishing (http://www.educopia.org/publishing/gdlmetd) and can also be obtained from the Networked Digital Library of Theses & Dissertations – NDLTD website (http://www.ndltd.org/resources/manage-etds).

About the ETD Guidance Documents
Written by ETD program experts from several established and well-respected academic institutions (see below), the Guidance Documents are geared towards the full range of stakeholders in ETD programs from administrators to graduate schools to librarians to vendors. The Guidance Documents cover a range of curation topics that span the lifecycle for ETDs.
• Guidelines for Implementing ETD Programs – Roles & Responsibilities

• Guide to Access Levels and Embargoes of ETDs

• Briefing on Copyright and Fair Use Issues in ETDs

• Guidelines for Collecting Usage Metrics and Demonstrations of Value for ETD Programs

• Managing the Lifecycle of ETDs: Curatorial Decisions and Practices

• Metadata for ETD Lifecycle Management

• Guide to ETD Program Planning and Cost Estimation

• Guide to Options for ETD Programs

About the Document Authors & Editors
The Guidance Document for Lifecycle Management of ETDs have been authored by ETD program experts from the University of North Texas, Virginia Tech, George Washington University, Boston College, Indiana State University, Pennsylvania State University, and University of Arizona. The documents were edited by representatives from the Educopia Institute, the MetaArchive Cooperative, and the Networked Digital Library of Theses and Dissertations.

About the Project
Funded by the Institute for Museum and Library Services (IMLS) and led by the University of North Texas, in partnership with the NDLTD and Educopia Institute, the ETD Lifecycle Management project is promoting best practices and improving the capacity of academic libraries to preserve ETDs for future researchers.

Gail McMillan
Director, Center for Digital Research & Scholarship
Services (formerly Digital Library & Archives)
Professor, University Libraries
Virginia Tech
gailmac 540-231-9252

OSTP Directive on Improving Management of Scientific Collections

Today, the US White House Office of Science and Technology Policy issued a directive to federal agencies that own or support scientific collections calling for improved management and access to these collections.

The announcement is at


and the directive itself is at


A short quote from the directive that provides some sense of the scope:

Therefore, the Office of Science and Technology Policy (OSTP) hereby directs each Federal agency that owns, maintains, or otherwise financially supports permanent scientific collections to develop a draft scientific-collections management and access policy within six months. Agencies should collaborate through the IWGSC [the Interagency Working Group on Scientific Collections] while developing these draft policies to reduce redundancy and identify opportunities for common requirements and standards. The end goal will be a systematic improvement of the development, management, accessibility, and preservation of scientific collections owned and/or funded by Federal agencies.

The requirements below are intended to apply to institutional scientific collections owned, maintained, or financially supported by the U.S. Government. This policy applies to scientific collections, known in some disciplines as institutional collections, permanent collections, archival collections, museum collections, or voucher collections, which are assets with long-term scientific value. Materials assembled specifically for short-term use, sometimes referred to as “project collections”, and not intended for long-term preservation, do not fall under this policy, but such collections should be reviewed periodically and carefully to ensure that they should not be considered institutional collections.

Clifford Lynch
Director, CNI

Roadmap to the Spring 2014 Member Meeting, St. Louis, March 30-April 1

A Guide to the Spring 2014
Coalition for Networked Information Membership Meeting

The Spring 2014 CNI Membership Meeting, to be held at The Ritz-Carlton in St. Louis, Missouri on March 31 and April 1, offers a wide range of presentations that advance and report on CNI’s programs, showcase projects underway at CNI member institutions, and highlight important national and international developments. Here is the customary “roadmap” to the sessions at the meeting, which includes both plenary events and an extensive series of breakout sessions focusing on current developments in networked information.

As usual, the CNI meeting proper is preceded by an optional orientation session for new attendees-both representatives of new member organizations and new representatives or alternate delegates from existing member organizations-at 11:30 AM; guests are also welcome. Refreshments are available for all at 12:15 PM on Monday, March 31. The opening plenary is at 1:15 PM and will be followed by three rounds of parallel breakout sessions. Tuesday, April 1, includes additional rounds of parallel breakout sessions, lunch, and the closing keynote, concluding around 3:30 PM. Along with plenary and breakout sessions, the meeting includes generous break time for informal networking with colleagues and a reception which will run until 7:15 PM on the evening of Monday, March 31, after which participants can enjoy a free evening in St. Louis.

The CNI meeting agenda is subject to last minute changes, particularly in the breakout sessions, and you can find the most current information on our website, www.cni.org, and on the announcements board near the registration desk at the meeting. Information about wireless access in the meeting room areas will be available in your packets or at the registration table.

The Plenary Sessions

We have a wonderful pair of plenary sessions for our meeting. Bryan Alexander and I will open the meeting on Monday with a wide-ranging conversation on current topics ranging from implications of distance education and MOOCs to device ecosystems and the growth of walled gardens for various kinds of media. We’ll look both at broad macro trends – economic, technical, social, political – and some specific developments that have caught our attention recently. And, of course, we’ll speculate a bit about the future.

For those who want to continue the conversation, we’ve scheduled a breakout session later in the afternoon on Monday.

Bryan Alexander is a well known futurist, consultant and technologist who has been heavily involved in social media, instructional technology and technology-driven changes in pedagogy; a good deal of his work has been focused on liberal arts colleges and he is a Senior Fellow at the National Institute for Technology in Liberal Education (NITLE). He has also spent time as a professor of English, and holds a PhD in that field. Visit his website at www.bryanalexander.org for more information, or to subscribe to his monthly newsletter, Future Trends in Technology & Education.

The closing plenary session honors the memory of CNI’s founding director, Paul Evan Peters, by presenting the award that CNI, EDUCAUSE, and the Association of Research Libraries established in his memory. The 2014 recipient of the award is Donald A.B. Lindberg, M.D., the long-time director of the National Library of Medicine (NLM) and also, concurrently, in 1992-1995, the founding director of the National Coordinating Office for High Performance Computing and Communication. The criteria for the Paul Evan Peters award speak to sustained contributions at the highest level in the use of technology and information to change society and to advance scholarship. The record of achievement by the National Library of Medicine under Don’s leadership is truly amazing in this regard, and spans areas from research frontiers in molecular biology and genomics to the way that individuals worldwide conceptualize, discover and use medical and health information.

After presentation of the award, Dr. Lindberg will deliver the Paul Evan Peters Memorial Lecture, reflecting broadly on the past, present and future of information technology, the life and health sciences, and the work of NLM. This should be a very special occasion.

You can find more details on the plenary speakers and on the Paul Evan Peters award on the CNI website.

Highlighted Breakout Sessions

I will not attempt a comprehensive summary of breakout sessions here; we offer a great wealth and diversity of material. However, I want to note, particularly, some sessions that have strong connections to the Coalition’s 2013-2014 Program Plan (www.cni.org/program/2013-2014/) and also other sessions of special interest, and to provide some additional context for a few sessions that may be helpful to attendees in making session choices. I do realize that choosing among so many interesting concurrent sessions can be frustrating, and as always we will try to put material from the breakout sessions on our website following the meeting.

Many of the project briefings address a variety of themes related to scholarly communication, e-research, and repositories. OCLC is doing some important thinking about the evolving scholarly record, working to expand our understanding of what types of digital objects we will need to curate for researchers from generations to come. A session on the Journalism Digital News Archive (JDNA) provides a good case study of how the Internet environment is having a major impact on traditional forms of evidence that supports scholarly work and will examine the challenges of preserving born-digital news.

Other scholarly communications sessions include:
o SHARE Project Update, a proposed system of cross-institutional repositories, in which presenters will focus on an automated system for registering and disseminating events related to research results (such as publication of an article or deposition of a dataset). This is a very rapidly evolving vision and implementation plan.
oCan a Consortium Build a Viable Preservation Repository? in which representatives from the Academic Preservation Trust (APTrust) describe their project, including its planned relationship to the Digital Preservation Network (DPN).
o Community-based Stewardship at Pennsylvania State University, where they will report on their initiatives to provide a repository both for scholars and for institutional records.
oUse Altmetrics to Uncover the Hidden Scholarly Dialogue, an exploration by Plum Analytics of new modes of understanding the impact of scholars’ work.

We will have a report on a study from University of Michigan that collects data and analyzes the actual impact of library purchasing on the economics of university press publishers; it has been conventional wisdom for some time that as some libraries spend more on serials and less on monographs, it has hurt the viability of university presses. This study takes a closer look at the data.

A core area of CNI’s program has highlighted innovations in digital library content development. Two libraries will share their strategies for contributing local/regional content to the Digital Public Library of America (DPLA). An important German project describing the creation of an open access, comprehensive digital encyclopedia of World War I, compiled as an international collaboration, will be featured. A briefing on Manuscriptlink will discuss tools for re-aggregating segments of medieval manuscript materials that are held in geographically dispersed locations.

CNI continues to feature sessions that address the preservation of a wide variety of content related to our cultural heritage. Portico is moving beyond journal preservation to begin to address other challenges, such as the preservation of e-books, and I want to bring that work to the attention of our CNI constituency. We will also have a presentation that highlights the work of participants in the National Digital Stewardship Residency Program from individuals working at PBS and the National Security Archive.

We are seeing a maturation of work on efforts related to researcher identifiers and research management systems. I want to call your attention to a program called CASRAI; this work is seeking to simplify interoperability of research administration data across multiple tools, organizations, and countries; our colleague from Jisc will describe the UK work on this project. We will also learn about an OCLC effort to examine the integration of researcher identifiers into the systems and practices of libraries, publishers, and funders. Representatives from ORCID and two universities will describe their work to integrate ORCID researcher identifiers into the repository workflow.

We will have a update on the ResourceSync project, which assists third parties to keep information synchronized with selected web resources and thus promises to be an important part of the broad web information ecology, by Herbert Van de Sompel and Martin Klein of Los Alamos National Laboratory.

Large collections of digital materials need new perspectives and solutions for information organization, access and retrieval, particularly as the ecology of discovery and access systems becomes ever more complex. The University of Nevada, Las Vegas will describe their work on an exploratory project using linked data with their digital collections. Representatives from Ex Libris and Boston University will discuss their work on optimizing known item discovery. Tom Cramer of Stanford will discuss how the Hydra Project and Blacklight are providing a means for institutions to develop a technical framework that promises an integrated stack of services for all types of digital content. A session on the International Image Interoperability Framework (IIIF) will focus on an approach to delivering a wide variety of digital images in a standard way.

An increasing number of universities and colleges are developing a set of services to support the work of faculty and students working on high-end digital projects in a variety of fields; these are sometimes developed as digital scholarship centers or labs. Immediately following the CNI meeting, we will have a specialized (invitational) workshop examining the role, services, staffing, and programs of these centers. At the membership meeting, we will highlight digital scholarship or digital humanities centers from the University of Notre Dame and the University of Miami in one session, and the University of Oregon in another. A session from the University of Rochester will focus on support of digital humanities faculty and its relationship to teaching and learning. Staff from the University of Calgary will discuss their experiences working with faculty and graduate students in their data visualization center.

A session will provide an opportunity for attendees to see the beta version of FLEXSpace, the Flexible Learning Environment eXchange, a new project that aggregates information on many aspects of institutions’ physical learning spaces on an ARTstor Shared Shelf platform.

Teaching and learning will be the topic of a number of sessions, some focusing on services and others on digital learning materials. The Association of College & Research Libraries will highlight its work on the synergies between information literacy and scholarly communication.

Other sessions highlighting teaching and learning include:
o Perceptions of Library Support for Formal Undergraduate Research Programs, a systematic study of these programs.
oE-Textbook Initiatives in Libraries and IT Organizations, where we will hear about projects in three institutions and what they are learning.
o Course Readings in Learning Management Systems, which describes an initiative to integrate publications licensed by EBSCO directly into a learning management system.

We will have some sessions that describe new services and assessment, including a report on a study of Centers for Excellence in Libraries, an assessment of a social media program run by a library, and a critical look at library and IT assessment strategies. Findings from the Ithaka S+R US Library Survey 2013, recently published, will be presented. Three liberal arts colleges will report on their assessments of their e-book programs. North Carolina State University and the University of Calgary will describe their innovative and popular equipment loan programs.

In order to better serve our constituencies, we need to understand what competencies are needed for staff; the Association of Research Libraries has worked with two international groups to identify these competencies in relation to support of e-research and scholarly communication and will report on the outcomes of this work.

Finally, we will have a session that addresses some issues that have been on my mind and that I believe deserve the attention of CNI representatives. Helen Cullyer of The Andrew W. Mellon Foundation, and consultants Joe Esposito and Gary Price, will lead a session on Privacy in the Digital Age: Publishers, Libraries and Higher Education, examining the implications of the amount of data that our institutions and businesses are collecting regarding the information we access and use.

I invite you to browse the complete list of breakout sessions (full abstracts will be posted soon) at the CNI website: http://www.cni.org/spring-2014/s14-project-briefings-breakout-sessions/. In many cases you will find these abstracts include pointers to web resources that you may find useful to explore prior to the session, and after the meeting we will add materials from the actual presentations as they are available to us. We will also be recording the plenary sessions and capturing a few selected breakout sessions using voice over visuals and making those available after the meeting. There will be a list of the breakouts we plan to capture at the registration table, but please keep in mind that these session captures do not include the discussion part of the breakout, and that we occasionally have problems with the captures. There’s no substitute for being there in person!

You can follow the meeting on Twitter by using the hashtag #cni14s.

I look forward to seeing you in St. Louis. Please contact me (cliff), or Joan Lippincott, CNI’s Associate Director (joan), if we can provide you with any additional information on the meeting.

Clifford Lynch

NRC report on Building a Mathematics Digital Library

Over the past two years, I have had the opportunity to co-chair, along with Professor of Mathematics Ingrid Daubechies from Duke University, a US National Research Council Committee that has been exploring the possibilities for building a global digital library to support mathematical research. The Alfred P. Sloan foundation commissioned the study form the National Academies.

A preprint version of the report is now available for free download from the NAS web site, at


There is also a brief abstract of the report (under the “overview” tab) and a short pdf summary of the report’s major findings (under the “related resources”) tab.

Speaking personally, this has been an amazing, though difficult, opportunity to work with a superb committee and many outside experts to think about how the literature and the scholarly knowledge base in one specific discipline should evolve to take advantage of the capabilities and affordances of the digital environment and to offer new ways to advance scholarship in that discipline. It involved many challenges, notably in trying to evaluate the current and near-future capabilities of various technologies, and trying to envision and assess the potential impact of resources and capabilities that don’t exist today. I think that at least substantial parts of the report will be of interest to the broad community interested in scholarly communication, not just those concerned with the mathematical sciences.

While it’s too late to gather a representative subset of the committee for a session at the spring CNI meeting, I am hopeful that we will be able to include a breakout at the December CNI meeting, which will also allow inclusion of some of the community response to the report.

Clifford Lynch
Director, CNI

Videos and other material from recent IDCC Meeting in San Francisco

Materials from the International Digital Curation Conference held in February 2014 in San Francisco are now available online. You can find the presentations at


and there is a collection of videos at


If you have never had a chance to hear Atul Butte from Stanford before, I highly reccomend his opening keynote as an unusual look at how new biomedical research practices are emerging in a world of shared data and also contract lab services.

I had the honor of doing the closing keynote for the conference; my talk covers some reflections on the conference and the key topics that emerged, and also the next round of emerging challenges for data curation.

The 2015 IDCC is planned to be held in London, England; the date is not yet set but I’ll announce it here when it’s settled, and CNI will once again look foward to co-sponsoring this excellent meeting.

Clifford Lynch
Director, CNI

LSC Webinar – Large Enrollment Classrooms


Another great line-up of speakers for the next LSC (Learning Spaces Collaboratory) webinar.


We invite you to join the LSC Guide Webinar III: Large Enrollment Classrooms (Planning for Teaching at Scale)
http://www.pkallsc.org/events/lsc-guide%E2%80%94webinar-iii-exploring-lecture-spaces on Tuesday, March 25 at 3:30 p.m. EDT.
·         What are effective approaches for the physical design of spaces to enhance engaged learning in large enrollment courses?  How do you plan for teaching at scale?
·         How are spaces for large enrollment classes now being imagined, designed and constructed?
·         Are there limits of “scale” for teaching classes with research-based pedagogical approaches?
·         What steps can be taken to help faculty to overcome the challenges for teaching and learning in tiered lecture halls, in large enrollment classrooms?
These and other questions will be explored by facilitators (3:30 – 4:30 p.m.) ; opportunity for questions from participants follow the presentation by facilitators (4:30 – 5:00 p.m.)


·         Shirley Dugdale, Principal – Dugdale Strategy
·         Scott P. Kelsey, Managing Principal – CO Architects
·         Phillip D. Long, Executive Director, Innovation and Analytics – The University of Queensland
·         Edward Prather, Associate Professor, Department of Astronomy – University of Arizona

A “silent” PPT, beginning at 3:15 p.m., will set the stage for the webinar.

Note that the registration form invites questions as part of the registration process. Here are responses to LSC webinar FAQs.

Registration includes access to a recording of the webinar.

DigCCurr Professional Institute

Posting on behalf of our colleagues at University of North Carolina at Chapel Hill.
–Joan Lippincott

DigCCurr Professional Institute: Curation Practices for the Digital Object Lifecycle

May 11-16, 2014 & January 5-6, 2015 (One price for two sessions) University of North Carolina at Chapel Hill

Visit http://ils.unc.edu/digccurr/institute2014.html for more information.

REGISTRATION LINK: http://tinyurl.com/ncgy367.

The Institute consists of one five-day session in May 2014 and a two-day follow-up session in January 2015. Each day of the summer session will include lectures, discussion and hands-on “lab” components. A course pack and a private, online discussion space will be provided to supplement learning and application of the material. An opening reception dinner on Sunday, Continental breakfast, break time snacks and coffee, and a dinner on Tuesday will also be included.

This institute is designed to foster skills, knowledge and community-building among professionals responsible for the curation of digital materials.


* Regular registration : $1,150
* Late registration (after April 1, 2014): $1,300

If you are a grant recipient working on a digital project, we recommend that you check with your program officer to request approval to use available grant funds to attend the institute.

Institute Instructors Include:

* From the University of North Carolina at Chapel Hill: Dr. Cal Lee, Dr. Helen Tibbo, and Dr. Kam Woods.
* Dr. Nancy McGovern, Massachusetts Institute of Technology.
* Dr. Carolyn Hank, University of Tennessee, Knoxville.
* Dr. Lorraine Richards, Drexel University.

May 2014 Institute Components include (order and session titles may vary somewhat from those listed):

*Overview of digital curation definition, scope and main functions
*Where you see yourself in the digital curation landscape
*Digital curation program development
*Digital curation stakeholders and digital curation landscape
*Case Study on developing a digital repository
*Procedural accountability – policies, submission agreements, rules
*LAB -Transforming policy statements into rules
*Overview of digital preservation challenges and opportunities
*Roles and responsibilities for curation
*LAB – Matching skills and roles
*Characterization of digital objects
*Overview and Characterization of Existing Tools: Placing the Tools in a Larger Industry Context
*File formats
*LAB – File format robustness
*Managing in response to technological change
*Digital forensics
*Ethical issues
*LAB – Media and content
*Workflows, humans, and tools
*Lab – Workflows
*Evaluating curation programs requirements and assessment
*LAB – Evaluating curation programs: TRAC/ISO 16363 Review
* Characterizing, analyzing and evaluating the producer information environment
*Economics of digital curation – costs and resource commitments
*LAB – Economics of digital curation
*Cloud computing
*Web archiving
* Formulating your six-month action plan – task for each individual, with instructors available to provide guidance
* Summary of action plans
* Clarifying roles and expectations for the next six months

January 5-6, 2015
Participants in the May event will return to Chapel Hill in Jan. 2015 to discuss their experiences in implementing what they have learned in their own work environments. Participants will compare experiences, lessons learned and strategies for continuing progress. Accommodations for January will be the responsibility of the attendee.

For more information, contact Dr. Helen Tibbo (tibbo) for Institute questions or Tiffany Harris (tjharris) for payment or registration questions.

The Digital Professional Institute was initiated as part of the DigCCurr II project, supported by the Institute for Museum and Library Services (Grant Award #RE-05-08-0060-08) and is partially supported by the School of Information and Library Science, University of North Carolina at Chapel Hill.

LODGING: Participants are responsible for their own lodging. A DigCCurr 2014-15 room block has been reserved at the Hampton Inn and Suites for $129/night. Please indicate “DigCCurr” and group code “CUR” when making reservations. Reservations must be received by 04/01/2014. After this date reservations will be accepted on a space a rate available basis only. You may reserve your hotel room by calling the hotel at 919-969-6989 or by clicking on this link: http://hamptoninn.hilton.com/en/hp/groups/personalized/R/RDUCOHX-DGG-20140511/index.jhtml

We look forward to seeing you there! -Helen

Dr. Helen R. Tibbo, Alumni Distinguished Professor
President, 2010-2011 & Fellow, Society of American Archivists
School of Information and Library Science
University of North Carolina at Chapel Hill
Chapel Hill, NC 27599-3360
Tel: 919-962-8063
Fax: 919-962-8071

Archiving 2014 Preliminary Program

CNI is pleased to serve as a cooperating organization for this important event.

Archiving 2014 Preliminary Program Released

May 13-16 Berlin, Germany

Program available online:

Important dates:

Hotel registration deadline: April 6, 2014 (see details below)

Early registration deadline: April 14, 2014

Register Now!

Mobility, Analytics, Standards & Databrary: New Videos from CNI

All videos of project briefings from CNI’s December 2013 meeting have been posted and are available from CNI’s YouTube (http://www.youtube.com/cnivideo) and Vimeo (http://vimeo.com/channels/cni) channels. Most recently released recordings include:

Mobile Technologies to Support Field Research, Wayne Johnston (U. of Guelph)

Accuracy in Web Analytics Reporting on Digital Libraries, Kenning Arlitsch & Patrick OBrien (Montana State U.), Martha Kyrillidou (ARL)

Creating a Data Interchange Standard for Researchers, Research, and Research Resources: VIVO-ISF, Dean B. Krafft & Brian Lowe (Cornell)

Databrary: An Open Video-Based Data-Sharing System for Developmental Science, Dylan Simon & David Millman (NYU), Rick Gilmore (Penn State)
Previously released video from CNI’s fall 2013 meeting:

  • Hiberlink: Investigating Reference Rot in Web-Based Scholarly Communication [YouTube][Vimeo]
  • Internet Identity Update: From Social to Scholar (Klingenstein, Internet2) [YouTube][Vimeo]
  • Library Brand Recognition: Generating Visibility in the Virtual Age [YouTube][Vimeo]
  • Institutional Research Data Management: Policies, Planning, Services and Surveys [YouTube][Vimeo]
  • Trends In Digital Scholarship Centers [YouTube][Vimeo]
  • Capturing the Ephemeral: Collecting Social Media and Supporting Twitter Research with Social Feed Manager [YouTube][Vimeo]
  • Digital Natives or Digital Naives? The Role of Skill in Internet Use [YouTube][Vimeo]
  • A Changing Landscape: Federal Mandates for Public Access to Scholarship, Transitions of Stewardship and Distributed Factual Biography [YouTube][Vimeo]

CNI Member Mtg Presentations: Preliminary Titles Now Available

A preliminary title/speaker list of project briefings to be presented at CNI’s spring meeting is now available:

Details are subject to change.

The meeting will be held March 31-April 1 in St. Louis, MO, at The Ritz-Carlton.

Last updated:  Friday, February 1st, 2013