Home 9 Blog Posts 9 Charleston Neapolitan Sessions, Part 3 of 3

Charleston Neapolitan Sessions, Part 3 of 3

by | Oct 19, 2022 | 0 comments

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T-minus two weeks and counting until the 2022 Charleston Conference! There’s still time to join us in Charleston if you haven’t already registered, but online registration for in-person attendance will close on Friday, October 21, to give our staff time to get ready and process name badges, attendee materials, etc. Don’t get stuck paying the late fee – register today!

Last week, we published the second of three installments highlighting the Charleston Neapolitan Sessions at the upcoming 2022 Charleston Conference. This week’s post will focus on the sessions that are scheduled on Friday, November 4 for in-person attendees, and Friday, November 18, for the virtual conference.


  1. Unpacking the OSTP Public Access Guidance: Headlines, Details, and Impact

Presented by:

  • Rick Anderson, University Librarian, Harold B. Lee Library, Brigham Young University
  • Lori Carlin, Chief Commercial Officer and Senior Consultant, Delta Think
  • Michael Clarke, Managing Partner, Clarke & Esposito
  • Jerry Sheehan, Deputy Director, National Library of Medicine

Moderated by: Meg White, Director of Vendor Partnerships, the Charleston Conference

On August 25, 2022, the Office of Science and Technology Policy (OSTP) issued a significant update to their existing guidance on public access to publications resulting from federally funded research.  The charge to the agencies related to this new policy are as follows:

  1. Update their public access policies as soon as possible, and no later than December 31st, 2025, to make publications and their supporting data resulting from federally funded research publicly accessible without an embargo on their free and public release
  2. Establish transparent procedures that ensure scientific and research integrity is maintained in public access policies
  3. Coordinate with OSTP to ensure equitable delivery of federally funded research results and data

Although much of the focus to date has been the elimination of the nearly decade-old 12-month embargo period, the scope of the new policy and accompanying Economic Impact Report go far beyond the OSTP’s 2013 Memorandum on Increasing Access to the Results of Federally Funded Research.  The new policy includes books and data as well as journal and research articles, removes the $100K threshold for agency-compliance, and specifies increased cooperation between federal agencies as they seek to comply.  With an aggressive implementation deadline, the “TO DO” list seems lengthy and overwhelming and currently there seem to be more questions than answers:

In addition to the largely expanded scope, what else has changed?  Which changes are the most significant and why?  What are the immediate and longer-term implications for all stakeholders? How will this policy impact the scholarly communication ecosystem at scale … and what are some potential unintended consequences?  Can we reasonably predict and model the policy’s impact, financial and otherwise?

This panel of experts will help stakeholders across the scholarly and research ecosystem better understand the letter of the new policy, as well as its impact on their organization and the larger industry landscape.

2. The Places We’ve Been: NISO’s Interoperable System of Controlled Digital Lending Update

Presented by:

  • Nettie Lagace (NISO – National Information Standards Organizatio)
  • Allen Jones (The New School)
  • Sebastian Hammer (Index Data)
  • Robert Cartolano (Columbia University Libraries)

Moderated by: Courtney McAllister, Library Services Engineer, EBSCO and Charleston Conference Director

The NISO Working Group that is developing a consensus framework in support of controlled digital lending (CDL) of book content by libraries began its work in January 2022. The framework—to be published as a NISO Recommended Practice—will describe existing practices and define best practices for many aspects of this relatively new service model. CDL is a method that allows libraries to replicate the right to loan their legally acquired items in a digital format to patrons under controlled conditions.

CDL relies on many traditional circulation protocols and practices, with some variations, such as removing the print version of the loaned item and setting hold periods differently from traditional circulation. For institutional sharing, CDL is an extension of traditional ILL with lower costs, faster response time, lower environmental impact, and more effective collections development and management. As with any expansion of an existing service, there are new elements, features, and practices that need to be developed to adapt traditional circulation and ILL infrastructure—as well as infrastructure, policies, and activities around digital object management and sharing—to CDL requirements. The goal is to ensure that choice of circulation/ILL software not dictate who can request/supply benefit from CDL

NISO, as a standards development organization already deeply engaged in many of these technologies, is in a prime position to bring together varied stakeholders to advance efforts to further support CDL automation and interoperability.

At this session, members of the working group will update on the working group process and share elements of their work, drawing in participants, ‘game show’ style, for further reactions, feedback, and new ideas.

3. Aligning the Research Library with the University’s Organizational Strategy

Presented by:

  • Roger Schonfeld (ITHAKA S+R)
  • K. Matthew Dames (University of Notre Dame)
  • Anne Houston (Swarthmore College)
  • Jennifer Fabbi (California State University, San Marcos)

Moderated by Cris Ferguson, Interim Dean of Libraries at Murray State University and Charleston Conference Director

One of the most important balancing acts for library leaders is between serving the needs of faculty members and students on the one hand and addressing the needs of the parent institution on the other. In a recent study, Ithaka S+R examined both the strategic directions of research universities and some of the most important trends in research practices and research enablement. The result was a research report co-published with ARL and CARL on aligning the research library with the university’s organizational strategy. This panel, facilitated by report author Roger Schonfeld, will feature the perspectives of several leaders at a number of academic libraries about their wider institutional strategy and their efforts to align with that, as well as some of the political and organizational complexities that one can face in pursuing this challenging work in the context of library strategic planning.


Photo by Leonel Heisenberg on Unsplash

This concludes our series of posts on the Charleston Neapolitan sessions. We hope to see you in two weeks at the 2022 Charleston Conference in person, or online in 4 weeks!

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