Scholarly Electronic Publishing Bibliography 2007 Annual Edition
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SCHOLARLY ELECTRONIC PUBLISHING BIBLIOGRAPHY 2007 Annual Edition Charles W. Bailey, Jr. Digital Scholarship Scholarly Electronic Publishing Bibliography: 2007 Annual Edition Charles W. Bailey, Jr. http://www.digital-scholarship.org/sepb/annual/sepb2007.pdf Copyright © 2008 by Charles W. Bailey, Jr. This work is licensed under the Creative Commons Attribution-Noncommercial 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-nc/3.0/us/ or send a letter to Creative Commons, 543 Howard Street, 5th Floor, San Francisco, California, 94105, 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. 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. Table of Contents Preface _______________________________________________________________ vi 1 Economic Issues______________________________________________________ 1 2 Electronic Books and Texts _____________________________________________ 9 2.1 Case Studies and History __________________________________________________ 9 2.2 General Works _________________________________________________________ 14 2.3 Library Issues __________________________________________________________ 21 3 Electronic Serials ____________________________________________________ 27 3.1 Case Studies and History ________________________________________________ 27 3.2 Critiques ______________________________________________________________ 34 3.3 Electronic Distribution of Printed Journals _________________________________ 36 3.3.1 Early Electronic Distribution Projects_______________________________ 36 3.3.2 JSTOR ______________________________________________________ 38 3.3.3 Other Projects_________________________________________________ 39 3.3.4 Project Muse, Johns Hopkins University ____________________________ 43 3.4 General Works _________________________________________________________ 44 3.5 Library Issues__________________________________________________________ 53 3.6 Research ______________________________________________________________ 65 4 General Works ______________________________________________________ 81 5 Legal Issues ________________________________________________________ 94 5.1 Intellectual Property Rights ______________________________________________ 94 5.2 License Agreements ____________________________________________________ 112 6 Library Issues______________________________________________________ 118 6.1 Cataloging, Identifiers, Linking, and Metadata _____________________________ 118 6.2 Digital Libraries_______________________________________________________ 137 6.2.1 Early Digital Library Projects ____________________________________ 137 6.2.2 General _____________________________________________________ 141 6.2.3 National Digital Library, Library of Congress_______________________ 154 6.2.4 Other Projects and Systems _____________________________________ 155 6.3 General Works ________________________________________________________ 166 6.4 Information Integrity and Preservation ___________________________________ 178 7 New Publishing Models ______________________________________________ 197 8 Publisher Issues ____________________________________________________ 223 8.1 Digital Rights Management _____________________________________________ 229 iv 9 Repositories, E-Prints, and OAI _______________________________________ 235 Appendix A. Related Bibliographies ______________________________________ 259 Appendix B. About the Author __________________________________________ 260 v 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 2007; however, a limited number of key sources published prior to 1990 are also included. Where possible, links are provided to sources that are freely available on the Internet. Announcements for new versions of the bibliography are distributed on DigitalKoans (http://www.digital-scholarship.org/digitalkoans/; RSS feed: http://feeds.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. The "Open Access Webliography" (http://www.digital-scholarship.org/cwb/oaw.htm) complements the OAB, providing access to a number of Websites related to open access topics. vi 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&blobtype=pdf&artid=1007 69 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/1998/00000011/00000002/art00004 Bonn, Maria. "Benchmarking Conversion Costs: A Report from the Making of America IV Project." RLG DigiNews 5, no. 5 (2001). http://digitalarchive.oclc.org/da/ViewObjectMain.jsp?fileid=0000070513:000006280584 &reqid=5141#feature2 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 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. 1 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&blobtype=pdf&artid=5796 5 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). http://www.dlib.org/dlib/december03/connaway/12connaway.html Cooper, Michael D. "The Costs of Providing Electronic Journal Access and Printed Copies of Journals to University Users." The Library Quarterly 76, no. 3 (2006). Courant, Paul N. "Scholarship and Academic Libraries (and Their Kin) in the World of Google." First Monday 11, no. 8/7 (2006). http://www.firstmonday.org/issues/issue11_8/courant/index.html Day, Colin. "The Economics of Electronic Publishing: Some Preliminary Thoughts." In Gateways, Gatekeepers, and Roles in the Information Omniverse: Proceedings of the Third Symposium, ed. Ann Okerson and Dru Mogge, 77-84. Washington, DC: Office of Scientific and Academic Publishing, Association of Research Libraries, 1994. http://eric.ed.gov/ERICWebPortal/contentdelivery/servlet/ERICServlet?accno=ED36940 7 ———. "The Economics of Publishing: The Consequences of Library and Research