IA and Library Futures Host a CDL Community Update; Library Future's Annual Report

The Internet Archive and Library Futures are jointly hosting a Community Update on Controlled Digital Lending (CDL). With the publishers and their lobbyists, backed by the megacorporate money and influence, doubling down on their insistence that any digital price and licensing terms are perfectly fair, hindering libraries’ ability to build deep and lasting collections, CDL becomes a vital tool for libraries to fulfill our mission even as publishers use loopholes crated ty technology to create an imbalance in copyright. RF encourages exploration of this option.

From the hundreds of libraries using Controlled Digital Lending (CDL) to meet the needs of their communities to the many working groups and vendors investigating its potential, it’s clear that this innovative library practice is on the rise.

Want to learn more about what’s going on across the community? Join us for a public webinar to hear from active projects, followed by a Q&A. Whether you are new to Controlled Digital Lending or have already implemented it in your library, this session will give everyone an update on where the community is today & where it’s going.

March 10 @ 11am PT / 2pm ET - Register now for the virtual event.

Library Futures celebrates its first year by releasing an annual report of its many important activities. RF encourages taking a look. Library Futures has accomplished much in a short time. RF is delighted to support their work.

We’re thrilled to share our first Annual Report, an overview of our incredible year of growth and change at Library Futures. In only a short time, we’ve become one of the leading digital library policy and advocacy organizations and a crucial voice in the fight for balanced digital rights.

Read the report

PRH Extends its Temporary COVID Relief Models till June 30th, 2022

I’ve been notified by Penguin Random House of an “an extension of the temporary Covid-19 models and our Story Time Temporary Open License. We are not doing an official press release but working with our wholesale digital aggregators to announce to their own customer-base. “

There remains to be a disruptive impact on schools and libraries nationwide as all continue managing and coping with the pandemic health crisis. In light of this, as we continue to support libraries and schools, Penguin Random House is extending its Temporary Library [license] Models through June 30th, 2022.

All Penguin Random House titles, as well as those published by DK and Penguin Random House Publisher Services (PRHPS) client publishers, remain eligible for these temporary models.

Please let us know if there are any forthcoming changes to your participation by 2/28/2022, otherwise, we will assume your current ongoing participation is in effect.

 On a related note: We are also extending the Story Time Temporary Permissions to June 30th, 2022.

 

RF thanks PRH for helping during the ongoing pandemic.

Can A Digital Book Be Burned?

There are two fronts in the the library digital content wars—and though I hate to use martial metaphors, “war,” alas, is beginning to seem an apt comparison. The first, primarily being fought on state legislation action battlegrounds, is over licensing—not so much the existence of it as what might be reasonable and fair terms.

The second is over Controlled Digital Lending (CDL). Chris Freeland of the Interne Archive reports in ZDNet that a direct challenge has been made to lending digital copies of Maus, based on owned print copies that do not circulate:

The disturbing trend of school boards and lawmakers banning books from libraries and public schools is accelerating across the country. In response, Jason Perlow made a strong case last week for what he calls a "Freedom Archive," a digital repository of banned books. Such an archive is the right antidote to book banning because, he contended, "You can't burn a digital book." The trouble is, you can.

A few days ago, Penguin Random House, the publisher of Maus, Art Spiegelman's Pulitzer Prize-winning graphic novel about the Holocaust, demanded that the Internet Archive remove the book from our lending library. Why? Because, in their words, "consumer interest in 'Maus' has soared" as the result of a Tennessee school board's decision to ban teaching the book. By its own admission, to maximize profits, a Goliath of the publishing industry is forbidding our non-profit library from lending a banned book to our patrons: a real live digital book-burning.

The comparison to burning is perhaps not exact but is figuratively apt. As of 2019, no public library can own or even permanently license ANY ebooks from the Big 5 publishers and their imprints (two still allow digital audio on a perpetual basis—thank you!). Libraries are being forced, ironically, into a lending economy where they never own or have long-term access. Books become just another commodity and libraries just another customer—and often not a preferred customer but one resented for sharing what the publishers, or more likely THEIR corporate overlords, would like to be a “one read, one sale” model.

Digital loopholes have unbalanced, overthrown, and subverted the intent of copyright. More than just library holdings are at risk. It is time for change. Lacking a digital right of first sale, the growth and extension of CDL now seems imperative to keep all libraries not just relevant but even existing on sustainable terms.

Tennessee Also Has a Bill and the Maryland Hearing today

RF apologizes to Tennessee for not noting in late January (when mentioning Rhode Island and Illinois) that a library digital content bill is also active there as of Jan. 26.

SB1955 seeks the following: “This bill establishes requirements for a publisher that offers to license an electronic literary product to the public. Under this bill, a publisher who offers to license an electronic literary product to the public must offer to license the electronic literary product to libraries in the state on reasonable terms, which would enable libraries to provide library users with access to the electronic literary product.”

Thank you, Tennessee, and welcome! With you joining, some of the allies of the AAP can no longer claim that our effort is some elite coastal (Illinois sort of refuted that anyway—quite a bit of coast there, even if it is fresh water) and “blue state,” as if being a state where the populace primarily votes democratic invalidates anything. No, our effort is truly bi-partisan. Many proudly conservative state senators and representatives have voted “yes.” If yours is a “Red Sate,” you may have even more support. One of our key points is that the present status quo is a ripoff of public dollars on a massive scale. But good stewardship of public funds will play well anywhere.

Today’s Maryland hearing, Association of American Publishers v. Frosh, brought few surprises. Those following the case so far will have heard the basic arguments and the precedents. [Update: the hearing is well-covered in Andrew Albanese’s Publishers Weekly piece. One new point from the AAP attorney is that the state’s position is anti-capitalist, somehow demonizing profit. Typical AAP stretch: nothing in our Maryland denies profits. We will spend as much, or even more, if terms are better. The profits on library sales will be there—they might just not get distributed the same way. And perhaps newer or lesser known writers will get more of a share, with sales of their books increasing with more readership.

The issue of course isn’t profit. It’s excessive cost, at least when compared to what we spend on print. And though some of the bills advancing state that twice retail consumer ebook prices would be reasonable, I still think a comparison to print, with its hundred plus years of balance, is best, at least for public libraries. Twice consumer ebook price is likely to be around $30—not the at the publishers have an ebooks Bonanza at agency prices. Print retail would be about $27—a far fairer price on a two year license (or call it 30 to 40 circs—much better than a time-based license) than we pay from the larger publishers. Yes, give us that, and maybe a perpetual license at two or even three times that many public librarians might call it a deal. It’s vastly different for academics, of course. There, perpetual access, or better still ownership at retail print price is necessary. Unlike in most public libraries, the print equivalent usually doesn’t get worn out and retains value for research. Yes, different terms will have to be negotiated to get to “reasonable.” As we’ve said so many times before, no one model would suit every use, except perhaps ownership at consumer ebook retail—and at least in public libraries, that model would not seem fair to the publishers. (There, see—we can see it from all sides!)

Both sides presented well today. The summaries at the end laid out what this hearing is about: corporate interests vs people's needs. Corporate interests got everything that could have been wished for under DMCA. This hearing is about a rebalance for libraries and their readers. I'm not sure how else we will see any redress—not if the matter is left up to market forces under the current unfair status quo. We can only hurt readers by doing the one thing that may be necessary take to get any sort of concession: simply refusing to license at usurious rates. (Let’s call it the nuclear option—not attractive.) Today's AAP arguments didn't show that they have invalidated the state's position of having an overriding interest in fair contracts for libraries​. Judge Boardman noted at one point that "“It does seem to me that there is inequity and an unfairness on how publishers have treated public libraries.” Yes, indeed!

It is quite clear that more balance is needed if libraries are to fulfill their vital function of providing materials to all and continuing to be the "Palace for the People." We do not denigrate profit and want to treat authors and publisher fairly, but "enough" is long past. No matter what the outcome of today, this is an important and valuable step in what will have to be a long campaign. As many states are now showing, librarians AND their legislators will be there, fighting for readers. We in libraries are slow to be contentious, but we will not back down when our core mission is at stake. I'm very proud of our state legislature and our Attorney General for standing tall for Marylanders today. Outright dismissal of the AAP request for preemption seems unlikely. I hope we move into discovery. Let’s take a look at the profits. Maybe a few authors will want better deals, too. RF salutes the efforts in other states. We encourage others to join, no matter what the Maryland outcome. When we wake up to see that corporate interests have made digital content in libraries a commodity and source of every renewed revenue, always slipping away, impoverishing our collections and making access difficult for readers who don’t want or cannot afford to buy, it will be too late.

But with ebooks, that is how it already is with our holdings from large publishers, isn’t it?

Job Opportunities with Library Futures

Recent JD or MLS students may be particularly interested in the two paid internships with an organization that is making difference in library digital lending rights. Please see below:

So pleased to share two new fellowship opportunities at Library Futures: Policy Fellow and Community Fellow. https://www.libraryfutures.net/opportunities

These paid, part time, six month fellowships are in support of our work on digital rights for libraries and knowledge institutions.

Two More State Ebooks Bills Move Forward with One Well Underway

ReadersFirst has maintained that the Association of American Publishers (AAP) challenge to Maryland’s ebooks law, which could have been launched as early as June, was held till mid-December in part to put on pressure to veto the New York bill while of course aiming to chill efforts in other states.

The New York bill was vetoed—though the description of it as “well-intentioned” suggests it could be rewritten to pass—but the AAP’s action is far from chilling state efforts to redress the imbalance in the library digital content market that so disadvantages library readers.

Massachusetts continues efforts to pass a bill. Legislators there are voicing strong support of libraries. RF understands that the bill may be amended to include provisions currently appearing in the Illinois version of an ebook bill.

The Illinois bill adds something useful to Maryland’s.

Section 15. Prohibited contract provisions.

A contract or license shall contain no provision that restricts or limits a library's right or ability to loan or circulate electronic books and digital audiobooks to patrons using reasonable technological protection measures; restricts or limits a library's right to make non-public preservation copies of electronic books or digital audiobooks

That last point addresses library—and especially academic library—concerns abut preservation and could conceivably open the door to Interlibrary Loan through Controlled Digital Lending.

It was a busy week, with Rhode Island re-introducing a bill for their new legislative session. Like Illinois and Massachusetts, the bill applies to school libraries as well as public and includes right to digital preservation. RF understands that Rhode Island Library Association (RILA) wishes to add a few amendments to the Senate version. I’ll try to find out what they are and update this post.

It’s time to find out if the AAP will stick with its Maryland suit or engage in legal whack-a-mole with others. Legislators in three states are certainly aware of the AAP’s contention that federal law preempts these state laws. They aren’t buying it. States have a duty to protect against unfair trade practices. These bills aim to do exactly that. And they all have a solid chance of passing.

Why not join the movement? Your state, too, can stop the perpetuation of (to quote the Maryland A.G’s filing) “an inequitable “status quo” that, as applied to electronic literary products, upsets the centuries-old tradition of library access and does so solely to improve the publishers’ bottom line.” It is a just cause.

Controlled Digital Lending Expanding

Thanks to Chris Freeland of the Internet Archive for sharing the news that various Controlled Digital Lending (CDL) projects are getting substantial grant funding:

Last week, Boston Library Consortium (BLC) announced it has received a $215,000 grant from the Davis Educational Foundation to accelerate BLC's implementation of Controlled Digital Lending (CDL). The project will support BLC's plans for integrating CDL into interlibrary loan operations across the consortium.

Charlie Barlow, BLC's executive director, highlighted the importance of the grant, writing in an announcement that the foundation funding "sends a strong signal to other libraries, consortia, and vendors that an interoperable solution developed collaboratively by and for libraries and consortia is within reach."

This project joins other active CDL grants funded by foundations, including the Andrew W. Mellon Foundation's recent grant to NISO for CDL standards, and Arcadia Fund's grants to the Internet Archive, among others.

The NISO project is getting underway and promises to develop standards for the exchange of items through Controlled Digital Lending: formats, protocols, circulation, ILL, etc. Despite controversy (and a lawsuit) over its use, more libraries are interested in CDL as a way to share works digitally, especially the literally millions of works not available in digital form. Support from major grantors contribute to CDL’s development . . . an legitimacy.

Maryland AG Defends the State's Ebook Bill

Last Friday, Attorney Generals Frosh and his office filed to dismiss the Association of American Publishers' (AAP) suit against Maryland's ebook law.

Here's a link to the motion. It's 42 pages long and a lot to digest, but very well done.

For a detailed look at many of the documents related to the case, including motions, affidavits and testimonies from both sides, please visit Gary Price’s fine work on InfoDocket.   https://www.infodocket.com/2021/12/09/the-association-of-american-publishers-files-suit-against-the-state-of-maryland-over-unprecedented-encroachment-into-federally-protected-copyrights/

As usual, he is doing a great job keeping us all up-to-date on library news.

Here's a good neutral summary of where we are in the suit from PW”s Andrew Albanese: https://www.publishersweekly.com/pw/by-topic/digital/copyright/article/88308-maryland-defends-its-library-e-book-law-seeks-dismissal-of-aap-lawsuit.html.

He covers the AAP response to our AG’s filing, including the fact it is unusual for a plaintiff to comment on ongoing legislation, especially when they have a chance for an official response coming up. I will say nothing of it beyond noting that this claim—“public access to original works of authorship is not achieved by government fiat or manipulation of terms, but rather through a system of economic incentives that foster investment, rewards, and continuous market innovations during a statutory term of protection”--would be fine if  libraries HAD ever able to negotiate ebook terms, had not only seen terms presented to us via fiat, and found that any “economic incentive” had  been great for one side and not at all good for us. Caught between public demand for digital, the pandemic, and usurious price gouging, our only recourse would be a wholesale boycott of most large publishers—not an attractive option, as it would stop access to content while suiting some in the publishing industry very nicely—or the course we are taking.  

Here’s a statement from Alan Inouye, ALA’s Senior Director, Public Policy & Government Relations :  “The Attorney General of Maryland provides a thorough and convincing argument that soundly refutes each claim by the Association of American Publishers. The American Library Association agrees with the Attorney General’s assessment that ‘publishers capitalize on the digital revolution at libraries’ expense’ (p. 6). Accordingly, the Maryland law needs to remain in place as a modest step towards positive progress in the public interest.”

Here's a statement (with which I'm sure we will all agree) from the University System of Maryland & Affiliated Institutions (USMAI) supporting AG Frosh's actions. I especially like the conclusion: "USMAI members, including the University of Maryland, College Park, and 16 other academic libraries, assert that all Marylanders benefit when residents have the equitable access to information and knowledge that they need to thrive in the 21st century."

 https://usmai.org/portal/display/MAIN/2022/01/18/USMAI+Issues+Statement+of+Support+for+Maryland+Attorney+General%27s+Defense+of+New+Law+Ensuring+Equal+Access+to+E-Books+for+Public+Libraries

The AAP has until the 28th to respond.  The initial hearing on the preliminary injunction and dismissal is February 7th. 

We in Maryland libraries thank our legislature and especially our Attorney General's office for the strong statement and defense of our residents' ability to get content through their libraries. We believe that our position is not only legal but right. Libraries should have access to any content that is licensed to the public.  That content should be available to libraries on reasonable terms.  We have released a statement explaining what we think reasonable, based upon the long-standing precedent provided by print under copyright. Our law includes provisions to ensure copyright is kept intact and libraries will use content responsibly. We thank the many publishers who already make their content available to libraries on reasonable terms, and we continue to hope for fruitful and voluntary negotiations between the library community and the larger publishers once this unnecessary lawsuit is settled, or even before then. It seems very interesting that none of the publishers have joined this suit, doesn’t it?

No matter the outcome—but I think Maryland has a chance of prevailing—this is a proud day for our state. We never wanted a lawsuit.  We had hoped our law would create an avenue for publishers to talk and actually negotiate rather than simply present their license terms for us to use or not. But now that a lawsuit has come, all of us across the county can be inspired by this strong defense of one state’s residents' right to get content through libraries and of libraries' need to have fair terms.

Eating the Publishers' Lunch?

Publishers Lunch recently used press releases from OverDrive to imply that all’s well with the library ebook market and those meanies in different states saying otherwise are wrong, wrong, wrong.

Lest readers think I am taking things out of content, here are quotes:

In contrast to lobbying efforts in some state legislatures, the dominant service provider for library ebook lending reports that the market is thriving. Overdrive notes that in 2021, "With a focus on equity of access to books for all, libraries achieved all-time records for circulation while lowering the average cost-per-title borrowed." [Note—italics added by PL)

. . .readers borrowed "506 million ebooks, audiobooks and digital magazines, a 16% increase over 2020." (That comes even as AAP and NPD Bookscan statistics show a modest decrease in ebook sales marketwide through November 2021.)

A second Overdrive release celebrates a new milestone of 121 public libraries and consortia that each loaned more than one million ebooks during 2021 -- including, for the first time, the Baltimore County Public Library (located in Maryland, whose ebook lending is being challenged in court).

It’s time to put the “circulation is high, ergo all’s well” trope to rest. I wish I could say “to rest forever,” but we know it will keep getting dragged out even though all it actually proves is that licensing works.

Let’s take the statement about Baltimore County first. The system recently separated form the Maryland Digital eLIbrary Consortium. Previously, their stats wouldn’t have been counted separately. That’s why we see them now, not because they are suddenly doing miraculously well. And what if Maryland as a state, or ever library in Maryland, has had high consortial or individual lending? This is to IGNORE THE FACT THAT MARYLAND, AND THE OTHER PUBLIC LIBRARIES IN OVERDRIVE, ARE STILL PAYING FOR MANY UNFAIRLY PRICED LICENSES ON WHICH THEY HAVE NO ABILITY TO NEGOTIATE. If we had reasonable terms, we could offer even more, circulate even more, help discover more new authors, even help generate more sales. I’ll say it again. We in libraries can meet anyone, anywhere, and compare on books from the Big 5 the cost libraries actually pay for print, the retail cost of print, and the digital cost libraries pay, confident that the digital price is NOT reasonable and NOT Negotiable. Besides, the publishing world can’t have it both ways: that the library ebooks market is thriving and so all must be well, and that in ebooks libraries are eating the publishers’ lunch, excuse me, “cannibalizing sales.” And does anyone suppose that prices are NOT set where they are (by some but not all—as I’ve said over and over, many publishers do offer reasonable deals) in order to discourage library sales and thus promote consumer sales?

Speaking of consumers, oh, is there a modest decrease in the consumer ebook market? Don’t look at libraries, obviously. Where shall we look? Hmm, I know! Why not look at agency pricing! People are perhaps just not willing to pay $14.99 and up for a digital file they don’t even own.

The implication that a high circ library ebook market proves terms are reasonable simply doesn’t hold water. Anyone who thinks so must be out to lunch.

Some Web Sessions of Possible Interest

Thanks to Chris Freeland from the Internet Archive for sending an alert about a fun upcoming virtual event:

NEXT WEEK: Public Domain Day—A Celebration of Sound
On January 20, the Internet Archive, Creative Commons and many other leaders from the Open world will honor the treasure trove of works published in 1926 that entered the public domain in 2022.

Featuring a keynote from Senator Ron Wyden, and a host of musical acts, dancers, historians, librarians, academics, activists and other leaders from the Open world, the event will explore the rich historical context of recorded sound from its earliest days, including early jazz and blues, classical, and spoken word recordings reflecting important political and social issues of the era.

January 20 @ 1pm PT / 4pm ETRegister now for the virtual event.

Of course, many important books will enter public domain in 2022, as noted on Wikipedia. Librarians can hope for high quality and possibly even free EPUB (or other formats, though of course is one important standard) to build deep and enjoyable collections.

On January 19th. 1 pm Eastern Time, COSLA, DPLA, and ReadersFirst will present “Collaborating for Access: Licensing Models that Benefit Readers, Libraries, and Publishers.” We’ll bring together library leaders and publishers to talk about the current ebook landscape and discuss licensing models that work for libraries, publishers, and readers and help further equitable access to ebooks. The panel will include the following:

Mallori Bontrager, Digital Services Manager, Independent Publishers Group
Charles A. Sherrill, Tennessee State Librarian and Archivist
Adam Silverman, Senior Director, Digital Business Development, HarperCollins Publishers
Kelvin Watson, Executive Director, Las Vegas – Clark County Library District, DPLA board member

The session will be moderated by your humble correspondent.

RSVP here: bit.ly/dpla-events

This event is apparently not universally welcomed by all members of the library community. Some have expressed dismay with, first, the emphasis on licenses when they would prefer advocacy for library ownership of digital books, and second, that time is being given to a company involved with litigation with a library. As should be clear from any thing Kelvin Watson or I have ever said on the topic, we aren’t stooges for the publishers. We are also not of the “Publishers: Threat or Enemy” mindset. When ownership rather than licensing becomes more of an option, let’s see where we are then. In the meantime, publishers and libraries have an intersection of interests, especially in a time when readership (if not among avid readers) is in decline. Hearing from the publishers won’t hurt. Let’s see what they have to say about their challenges and opportunities. Join to ask your questions!