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Scholarly Electronic Publishing Bibliography SCHOLARLY ELECTRONIC PUBLISHING BIBLIOGRAPHY 2008 ANNUAL EDITION CHARLES W. BAILEY, JR. DIGITAL SCHOLARSHIP HOUSTON, TEXAS Scholarly Electronic Publishing Bibliography: 2008 Annual Edition Charles W. Bailey, Jr. Copyright © 2009 by Charles W. Bailey, Jr. Original photograph (before alteration) by NASA. This work is licensed under the Creative Commons Attribution 3.0 Unported License. To view a copy of this license, visit http:// creativecommons.org/licenses/by/3.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA. Digital Scholarship Houston, Texas http://www.digital-scholarship.org/ The author makes no warranty of any kind, either express or implied, for information in the Scholarly Electronic Publishing Bibliography, which is provided on an "as is" basis. The author does not assume and hereby disclaims any liability to any party for any loss or damage resulting from the use of information in the Scholarly Electronic Publishing Bibliography. ii Table of Contents Dedication..............................................................................................v Preface................................................................................................ vii 1 Economic Issues............................................................................... 1 2 Electronic Books and Texts ........................................................... 12 2.1 Case Studies and History..................................................................12 2.2 General Works ..................................................................................19 2.3 Library Issues....................................................................................28 3 Electronic Serials ........................................................................... 36 3.1 Case Studies and History..................................................................36 3.2 Critiques ............................................................................................45 3.3 Electronic Distribution of Printed Journals ...................................47 3.3.1 Early Electronic Distribution Projects................................ 47 3.3.2 JSTOR................................................................................ 50 3.3.3 Other Projects..................................................................... 52 3.3.4 Project Muse, Johns Hopkins University ........................... 58 3.4 General Works ..................................................................................58 3.5 Library Issues....................................................................................70 3.6 Research.............................................................................................87 4 General Works.............................................................................. 109 5 Legal Issues.................................................................................. 127 5.1 Intellectual Property Rights...........................................................127 5.2 License Agreements ........................................................................151 6 Library Issues............................................................................... 161 6.1 Cataloging, Identifiers, Linking, and Metadata...........................161 6.2 Digital Libraries..............................................................................186 6.2.1 Digital Library Projects.................................................... 186 6.2.2 General ............................................................................. 191 6.2.3 National Digital Library, Library of Congress................. 208 6.2.4 Other Projects and Systems.............................................. 208 6.3 General Works ................................................................................223 iii 6.4 Information Integrity and Preservation .......................................240 7 New Publishing Models ............................................................... 267 8 Publisher Issues ........................................................................... 307 8.1 Digital Rights Management ...........................................................315 9 Repositories, E-Prints, and OAI.................................................. 324 Appendix A. Related Bibliographies .............................................. 360 Appendix B. About the Author ....................................................... 361 iv Dedication In memory of Paul Evan Peters (1947-1996), founding Executive Director of the Coalition for Networked Information, whose visionary leadership at the dawn of the Internet era fostered the development of scholarly electronic publishing. v This page is intentionally blank. vi Preface The Scholarly Electronic Publishing Bibliography (SEPB) presents selected English-language articles, books, and other printed and electronic sources that are useful in understanding scholarly electronic publishing efforts on the Internet. Most sources have been published from1990 through 2008; however, a limited number of key sources published prior to 1990 are also included. Where possible, links are provided to works that are freely available on the Internet, including e- prints in disciplinary archives and institutional repositories. Note that e-prints and published articles may not be identical. Announcements for new versions of the bibliography are distributed on DigitalKoans (http://www.digital-scholarship.org/digitalkoans/; RSS feed: http://feeds2.feedburner.com/DigitalKoans). An article about the development and utilization of the bibliography is available: Bailey, Charles W., Jr. "Evolution of an Electronic Book: The Scholarly Electronic Publishing Bibliography." The Journal of Electronic Publishing 7 , no. 2 (2001). http://hdl.handle.net/2027/spo.3336451.0007.201 The Open Access Bibliography: Liberating Scholarly Literature with E-Prints and Open Access Journals (http://www.digital-scholarship.org/oab/oab.htm), by the same author, provides much more in-depth coverage of the open access movement and related topics (e.g., disciplinary archives, e-prints, institutional repositories, open access journals, and the Open Archives Initiative) than SEPB does. vii This page is intentionally blank. viii 1 Economic Issues Anglada, Lluis, and Nuria Comellas. "What's Fair? Pricing Models in the Electronic Era." Library Management 23, no. 4/5 (2002): 227-233. Bannerman, Ian. "Pricing On-line Journals." Serials 11 (March 1998): 23-26. Bauer, Kathleen. "Cost Analysis of a Project to Digitize Classic Articles in Neurosurgery." Journal of the Medical Library Association 90 (April 2002): 230-234. http://www.pubmedcentral.gov/picrender.fcgi?action=stream&blobtyp e=pdf&artid=100769 Bennett, Scott. "Just-in-Time Scholarly Monographs." The Journal of Electronic Publishing 4, no. 1 (1998). http://hdl.handle.net/2027/spo.3336451.0004.103 Besser, Howard. "Digital Image Distribution: A Study of Costs and Uses." D-Lib Magazine 5 (October 1999). http://www.dlib.org/dlib/october99/10besser.html Bide, Mark, Charles Oppenheim, and Anne Ramsden. "Charging Mechanisms for Digitised Texts." Learned Publishing 11, no. 2 (1998): 109-118. http://www.ingentaconnect.com/content/alpsp/lp/1998/00000011/0000 0002/art00004 Blixrud, Julia C., and Timothy D. Jewell. "Understanding Electronic Resources and Library Materials Expenditures: An Incomplete Picture." ARL: A Bimonthly Newsletter of Research Library Issues and Actions, no. 197 (1998): 12-13. http://www.arl.org/bm~doc/expend.pdf Bonn, Maria. "Benchmarking Conversion Costs: A Report from the Making of America IV Project." RLG DigiNews 5, no. 5 (2001). http://worldcat.org/arcviewer/1/OCC/2007/08/08/0000070513/viewer/ file251.html#feature2 1 Bonn, Maria S., Wendy P. Lougee, Jeffrey K. MacKie-Mason, and Juan F. Riveros. "A Report on the Peak Experiment: Context and Design." D-Lib Magazine 5 (June 1999). http://www.dlib.org/dlib/june99/06bonn.html Bot, Marjolein, Johan Burgemeester, and Hans Roes. "The Cost of Publishing an Electronic Journal: A General Model and a Case Study." D-Lib Magazine (November 1998). http://www.dlib.org/dlib/november98/11roes.html Bowen, William G. "JSTOR and the Economics of Scholarly Communication." Journal of Library Administration 26, no. 1/2 (1998): 27-44. Boyce, Peter B. "Costs, Archiving and the Publishing Process in Electronic STM Journals." Against the Gain 10 (December 1998-January 1999): 24-25. Butler, Meredith A., and Bruce R. Kingma. The Economics of Information in the Networked Environment. Washington, DC: Association of Research Libraries, 1996. Byrd, Sam, Glenn Courson, Elizabeth Roderick, and Jean Marie Taylor. "Cost/Benefit Analysis for Digital Library Projects: The Virginia Historical Inventory Project (VHI)." The Bottom Line: Managing Library Finances 14, no. 2 (2001): 65-75. Chen, Frances L., Paul Wrynn, and Judith L. Rieke. "Electronic Journal Access: How Does It Affect the Print Subscription Price?" Bulletin of the Medical Library Association 89 (October 2001): 363-371. http://www.pubmedcentral.gov/picrender.fcgi?action=stream&blobtyp e=pdf&artid=57965 Clarke, Roger. "The Cost Profiles of Alternative Approaches to Journal Publishing." First Monday 12, no. 12 (2007). http://www.uic.edu/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/20 48/1906 2 Connaway, Lynn Silipigni, and Stephen R. Lawrence. "Comparing Library Resource Allocations for the Paper and the Digital Library: An Exploratory Study." D-Lib Magazine 9, no. 12 (2003).
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