TRLN: Beyond Print

Unique Monographic Holdings in TRLN (2006)


Beyond Print is an Andrew W. Mellon Foundation funded project to develop new business models and licensing terms for the cooperative acquisition of e-books. The Triangle Research Libraries Network (TRLN) has a long history of cooperative collection development policies that distribute subject and language responsibilities among member libraries to minimize overlap and maximize breadth of coverage.

Higher e-book prices for single institutions, and weighty multipliers to enable inter-institutional access, threaten this investment and the future of scholarly sharing.


A key element of the project was to convene representatives from library consortia together with vendors and publishers to explore new and mutually sustainable models as research libraries make the print to electronic transition in their book collections. The TRLN Beyond Print Summit was held in Chapel Hill, NC on August 22-23, 2011. Join us at the Charleston Conference where we will continue the conversation.
+ -  Beyond Print Summit Meeting Materials

Monday, August 22, 2011

8:30-9:00 Registration
9:00-9:20 Welcome and Introductions
9:20-9:35 Summit Objectives
9:35-10:20 Lessons from E-journal Big Deals: A Cautionary Tale
(Ivy Anderson, California Digital Library)
10:20-10:45 Break
10:45-11:15 Common Vocabulary and Summit Discussion Areas

  > Goals & Values
  > Sharing & Networks
  > Acquisitions Models
  > Cost Models
11:15-12:30 Small Group Discussions
12:30-1:30  Lunch
1:45-2:45 Continued Small Group Discussions
2:45-3:30 Group reports
3:30-5:00 Wrap Up

  > Principles of Sustainability
  > Prioritized Business Models
  > Licensing Terms

  Group Dinner

Tuesday, August 23, 2011

8:30-9:00 Registration
9:00-9:20 Welcome and Introductions
9:20-9:35 Summit Objectives
9:35-10:00 TRLN Motivation for Summit - A Case Study
(Greg Raschke, NCSU Libraries)
10:00-10:30 Presentation from Day One
10:30-10:45 Break
10:45-12:00 Issues Discussion of Three Main Areas

  > Sharing and Networking
  > Acquisitions Options
  > Cost Models
12:00-1:30 Lunch
1:45-2:15 Wrap-up of Issues Discussion
2:15-3:45 Discussion of Potential New Models and Strategies for Sustainability
3:45-4:00 Break
4:00-5:00 Wrap-Up; Next Steps


+ -  TRLN Summit Analysis and Next Steps
Commonalities and Gaps
This updated diagram attempts to make clearer the gaps between librarians and vendors since we tended to overstate our commonalities by the end of the second day. This tries to make it clear where we need to identify licensing terms and business models to close these gaps.

Resource Sharing Cost Estimates Within TRLN (February, 2012)
TRLN has conducted a brief exercise to estimate the personnel and transportation costs associated with borrowing and lending monographs between libraries within the consortium. These cost estimates were generated to inform conversations regarding reasonable short-term loan costs for e-books.

Charleston Presentation
Presentation Title: Consortial e-book acquisitions: librarian/publisher/vendor perspectives
Friday, November 4, 2011 5:45 p.m. - 6:30 p.m.

The Triangle Research Libraries Network received funding from the Andrew W. Mellon Foundation to develop new business models and licensing terms for the collaborative purchasing and sharing of e-books. Libraries in TRLN are committed to honoring long-standing cooperative collection agreements, built over time in print, in the e-universe, and to maintaining their strong record of minimal duplication. In this highly interactive session, speakers will present the results of an "e-book summit" held in August 2011 in which library consortia will meet with e-book publishers and vendors to close the gap on what libraries need and what publishers are presently offering. Come join this conversation around the building of new, mutually sustainable models for cooperative collection development with e-books – including discussions of use metrics, resource sharing, rights, and selection options. Audience members will be invited to comment on the proposed new models with a particular emphasis on whether they could work in their own institutions and collaborative networks. The objective of the session is incorporate feedback from the Charleston Conference community in order to advance emerging new practices for the academic library's acquisition of e-books.

Primary Speaker: Greg Raschke

Jonathan Bunkell/ebrary, Carol Hunter, Sarah Lippincott

2012 Council on East Asian Libraries Annual Conference
Presentation Title: Developing New Library Business Models for e-Books: The Beyond Print Initiative Undertaken by the Triangle Research Libraries (TRLN)
Thursday, March 15, 2012

Presenters: Hsi-Chu Bolick, Luo Zhuo
Beyond Print Initiative

2012 Charleston Conference
Presentation Title: TRLN Oxford University Press YBP Consortial E-Books Pilot
November 8, 2012

Presenters: Ann-Marie Breaux (YPB), Annette Day (NCSU), Aisha Harvey (Duke), Rebecca Seger (OUP), Luke Swindler (UNC)
Consortial E-Books Pilot

2013 Charleston Conference
Presentation Title: An Evolving Model for Consortial Print and E-Books Collections
November 8, 2013

The Triangle Research Libraries Network (TRLN) and Oxford University Press (OUP) are continuing their pilot to create a financially sustainable model for consortial acquisition e-books coupled with needed shared print copies in cooperation wit YBP Library Services (YBP). The project expands acquisitions of e-books in tandem with reductions in print, so as to move both the consortium and the university presses to a decidedly electronic environment for books that will enhance support for instruction and research across the disciplinary spectrum within an environment that is acceptable to users. This presentation will report on the challenges and lessons learned in Year 1, librarian and patron reactions to this format shift, and the resulting philosophical and practical evolutions in TRLN's approaches to monographic acquisitions generally and understandings of what constitutes cooperative success specifically. Presenters also will discuss how this knowledge has changed understandings about vending and acquiring e-books and their relationship to print and what have been the implications of these experiences for making changes in Year 2 and envisioning how the pilot would become a permanent venture.

Presenters: Ann-Marie Breaux (YPB), Lisa Croucher (TRLN), Teddy Gray (Duke), Cotina Jones (NCCU), Rebecca Seger (OUP), Luke Swindler (UNC)

+ -  Summit Participants


Faye Abrams, Projects Officer (E-Resources, ILL)
Ontario Council of University Libraries

Ivy Anderson, Director, Collection Development & Management
California Digital Library

Rick Anderson, Associate Director for Scholarly Resources & Collections
University of Utah

Kim Armstrong, Deputy Director
Committee on Institutional Cooperation

Greg Doyle, Electronic Resources Program Manager
Orbis-Cascade Alliance

Martha Hruska, Associate University Librarian
University of California San Diego

George Machovec, Associate Director
Colorado Alliance of Research Libraries

Tim Rogers, Executive Director

John M. Saylor, Associate University Librarian
Cornell University

Jay Schafer, Director
Five Colleges, Inc.

Melissa Trevvett, Executive Director
Boston Library Consortium

E-book Vendors & Publishers

Clare Appavoo/Ingram Coutts

Ken Breen/EBSCO Publishing

Jonathan Bunkell/ebrary

Steve Cohn/Duke University Press

Bruce Heterick/Portico

Brett Rubinstein/Springer

Rebecca Seger/Oxford University Press

Dean Smith/UPEC/Project MUSE/Hopkins

David Swords/EBL

Michael Zeoli/YBP
+ -  Project Leadership
TRLN: Beyond Print Steering Committee

Kristin Antelman
Associate Director for the Digital Library
North Carolina State University

Robert Byrd
Associate University Librarian for Collections Services
Duke University

Maria Collins
Acting Head, Content Acquisitions and Licensing
North Carolina State University

Carol Hunter
Associate University Librarian for Collections & Services
The University of North Carolina at Chapel Hill

Cotina Jones
Assistant Director of Library Services
North Carolina Central University

Greg Raschke
Associate Director for Collections and Scholarly Communication
North Carolina State University

Consultant: Judy Luther, President, Informed Strategies

TRLN Staff: Mona Couts, Judy Ruttenberg
Sarah Lippincott (Project Coordinator).

TRLN: Beyond Print Task Group

Stephen Brooks
Head of Monographic Services
The University of North Carolina at Chapel Hill

Aisha Harvey
Head, Collection Development
Duke University

Luke Swindler
Coordinator for General Collections
The University of North Carolina at Chapel Hill

John Vickery
Collection Manager, Management & Social Sciences
North Carolina State University

TRLN Staff: Judy Ruttenberg


"Both publishers and libraries are struggling to figure out fair business practices for a format that is evolving rapidly. We need ways for libraries to collect collaboratively, as we always have in print, and for publishers to develop sustainable models."

Sarah Michalak, Principal Investigator
University Librarian, UNC Chapel Hill

Triangle Research Libraries Network  CB#3940 Wilson Library, Suite 712 Chapel Hill, NC 27514-8890
Phone: (919) 962-8022  Fax: (919) 962-4452

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last modified: November 15, 2013