1. Perpetual Access Reflections: how long is “forever?” Ann Okerson ALCTS-CRS Costs of Continuing Resources in Libraries January 25, 2009

2. Contexts for perpetuity (“forever”) Long-lived organizations: – Seem to be about values, education, knowledge, people coexisting – Examples: universities, museums, libraries, governments, religions Shorter-lived organizations: – Often associated with businesses, communications, clothing, etc. – Examples: manufacturing, gadgets, transportation Examples of long-lived formats in library work: – Manuscripts, books, microform, IF – On the right media - properly cared for

3. Digital – the newborn Is a medium (10-15 years of real life in the wider community) Some successful attempts related to long-term digital access so far are mostly for journals: – National library initiatives (KB, Australia, etc.) – Government services such as PMC – OCLC initiatives – LOCKSS 1999 – Portico 2001 – Other projects, collaborative and local We don't yet know how most of these will fare over time

4. License definitions "Perpetual access" language in licenses goes something like this: If the agreement is terminated, for whatever reason (trigger events such as ceased subscription, ceased title, ceased publisher), continuing access to material that was licensed will be provided (1) in mutually agreed upon archival digital form (DVD, tape, download) or (2) ongoing online access – through (i) information provider or (ii) third party archive. There is also the possibility of local load by licensee

5. License language Is this adequate language? Is current license language well- intentioned but “hollow?” Would such language stand up in court? – no organization can be contractually bound to perpetual: they can offer a best effort, including best effort to find a successor Do libraries insist on adequate perpetual access? – We try our best but we may sign anyhow – We say we are unable to pay additional $$ for assurances – beyond the high costs we are already incurring for e-resources Is perpetual access being confused with long-term preservation issues?

6. E-content: perpetuity risk assessment Least risk: – Mainstream western journals – increasing number of options and some shared understandings about goals More at risk: – Aggregations of periodicals – Aggregations of e-books – Often there are no 3 rd party arrangements, no residual products, less standard contract language (maybe none) Most risk: – Databases – Visual, sound, multimedia materials – News sources, “grey literature” – Growing rapidly; long-term access not tackled

7. Print and perpetuity Seems to be gaining a kind of favor or attention re. perpetuity Some libraries still cancel print only if sure there are appropriate backup provisions Interesting new initiatives: – CRL/CDL-UC initiative: print archive in 2 locations, for 4600 licensed journal titles – RLG/OCLC “shared print” supporting initiatives These initiatives cost money (time, delivery mechanisms)

8. Other unresolved issues License/lease vs. ownership Perfect vs. good enough – Archiving services that "obey" publishers, i.e., use the versions publishers provide them – Migrate content only or functionality? Is it an integral part of the content? – Details such as completeness, accuracy Cost? Unknown and not cheap Huge rights issues for "born digital" and new media (blogs, uTube) How many e-archives do we need? Many? Few? Standards?

9. Consider these things “Perpetual" is a function of the confidence we have in the life of our institutions If a community *wants* perpetuity, that group has to invest in it, however they do so Librarians’ blithe assumption = “perpetual” is good, but: – Old material gets less and less use. More and more older material will get less and less use – as there is more and more of it – Time winnows - do we have unrealistic expectations? – Resisting winnowing *very* expensive In addition to talking about perpetual access, we must discuss how much we hope to access in perpetuity: why, for whom, and for how long? Finally, who will have the right to turn off the perpetual machine and under what circs?