Difference between revisions of "OCLC Policy Change"

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== Background ==
 
== Background ==
−
On 5-Nov-2008, OCLC announced the Policy for Use and Transfer of WorldCat® Records to replace the Guidelines for the Use and Transfer of OCLC-Derived Records.  The goals of the policy, as described by OCLC, were "to modernize record use and transfer practices for application on the Web, foster new uses of WorldCat data that benefit members and clarify data sharing rights and restrictions."  This new policy generated considerable discussion in the library community, including two petitions, several trade publication articles, and over 80 blog posts with related comments.   
+
On 5-Nov-2008, [[OCLC]] announced the Policy for Use and Transfer of [[WorldCat]]® Records to replace the Guidelines for the Use and Transfer of OCLC-Derived Records.  The goals of the policy, as described by OCLC, were "to modernize record use and transfer practices for application on the Web, foster new uses of WorldCat data that benefit members and clarify data sharing rights and restrictions."  This new policy generated considerable discussion in the library community, including two petitions, several trade publication articles, and over 80 blog posts with related comments.   
  
−
On 13-Jan-2009, OCLC announced a Review Board of Shared Data Creation and Stewardship with a charge to: consult with librarians and member representatives as appropriate; review reports, letters and comments including blog and listserv messages from the global library community regarding the revised Policy; and recommend principles of shared data creation and changes in the Policy for Use and Transfer of WorldCat Records that will preserve the community around WorldCat infrastructure and services, and strengthen libraries.  The review board is to present a preliminary report at the February meeting of the OCLC Members Council and a final draft of the report at the May Members Council meeting. The final report is to be submitted to the OCLC Board of Trustees following the May meeting.  The implementation of a new policy is not set to occur prior to the third quarter of 2009.
+
On 13-Jan-2009, OCLC announced a [http://www.oclc.org/worldcat/catalog/policy/board/default.htm Review Board of Shared Data Creation and Stewardship] with a charge to: consult with librarians and member representatives as appropriate; review reports, letters and comments including blog and listserv messages from the global library community regarding the revised Policy; and recommend principles of shared data creation and changes in the Policy for Use and Transfer of WorldCat Records that will preserve the community around WorldCat infrastructure and services, and strengthen libraries.  The Review Board submitted its [http://www.oclc.org/worldcat/catalog/FinalReport_ReviewBoard.pdf final report] to OCLC on 22-Jun-2009 recommending that the proposed policy be withdrawn and a Record Use Policy Development Task Force be formed along with a "formal, transparent and well-managed process" to create a new policy.  In a [http://www.oclc.org/news/releases/200939.htm news release]  posted on 26-Jun-2009, OCLC accepted these recommendations.
 +
 
 +
On 7-April-2010, the Review Board of Shared Data Curation and Stewardship posted their draft policy for a period of review and comment (see link below).
  
 
This page documents the discussion of members of the library community surrounding the revision of the Guidelines and creation of the Policy.  It can be edited by anyone who has registered for an account on the Code4Lib wiki.  [[Special:Userlogin|Registration]] on the Code4Lib wiki is open to anyone with an e-mail address.
 
This page documents the discussion of members of the library community surrounding the revision of the Guidelines and creation of the Policy.  It can be edited by anyone who has registered for an account on the Code4Lib wiki.  [[Special:Userlogin|Registration]] on the Code4Lib wiki is open to anyone with an e-mail address.
  
 
== The Policy ==
 
== The Policy ==
 +
 +
Links to various forms of the policy -- previous editions, drafts, etc -- in reverse chronological order.
 +
 +
* [http://www.oclc.org/worldcat/catalog/policy/default.htm WorldCat Rights and Responsibilities for the OCLC Cooperative] (7-Apr-2010)
  
 
* [http://www.oclc.org/us/en/news/releases/20092.htm Press release regarding the Review Board of Shared Data Creation and Stewardship]
 
* [http://www.oclc.org/us/en/news/releases/20092.htm Press release regarding the Review Board of Shared Data Creation and Stewardship]
 +
* [http://lists.ala.org/wws/arc/lita-l/2009-03/msg00117.html Announcement of OCLC Review Board Survey] (via LITA-L mailing list)
  
  
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|-
 
| 2009-02-10 || Murray, Peter || [http://dltj.org/article/oclc-review-board-blog/ OCLC Review Board’s Blog]
 
| 2009-02-10 || Murray, Peter || [http://dltj.org/article/oclc-review-board-blog/ OCLC Review Board’s Blog]
 +
|-
 +
| 2009-02-18 || Lawson, Steve || [http://stevelawson.name/seealso/archives/2009/02/matters_of_policy.html Matters of Policy]
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|-
 +
| 2009-02-19 || ''Miss Information'' || [http://closedstacks.wordpress.com/2009/02/19/big-brother-is-facebook/ Big Brother is Facebook (?)]
 +
|-
 +
| 2009-02-19 || Ivy || [http://catalogsofbabes.wordpress.com/2009/02/19/facebook-or-oclc-perhaps-both/ Facebook or OCLC? Perhaps both.]
 +
|-
 +
| 2009-02-20 || ARL || [http://www.arl.org/bm~doc/oclc-report-jan09.pdf Ad Hoc Task Force to Review the Proposed OCLC Policy for Use and Transfer of WorldCat Records:  Final Report to the ARL Board, January 30, 2009] (PDF)
 +
|-
 +
| 2009-02-20 || ResourceShelf || [http://www.resourceshelf.com/2009/02/20/arl-recommends-community-wide-process-to-develop-new-oclc-policy-for-use-transfer-of-worldcat-records/ ARL Recommends Community-Wide Process to Develop New OCLC Policy for Use & Transfer of WorldCat Records]
 +
|-
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| 2009-02-20 || Jastram, Iris || [http://pegasuslibrarian.blogspot.com/2009/02/oclc-question-for-masses.html OCLC Question for the masses]
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|-
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| 2009-02-20 || Walk, Paul || [http://blog.paulwalk.net/2009/02/20/smoke-and-mirrors-or-good-intentions/ Smoke and mirrors, or good intentions?]
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|-
 +
| 2009-02-21 || Mason, Rick || [http://www.libology.com/blog/2009/02/21/oclc-policy-final-report-to-the-arl-board.html OCLC Policy - Final Report to the ARL Board]
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|-
 +
| 2009-02-21 || Brantley, Peter || [http://blogs.lib.berkeley.edu/shimenawa.php/2009/02/21/sending-oclc-on-its-way Sending OCLC on its way]
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|-
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| 2009-02-23 || Spalding, Tim || [http://www.librarything.com/thingology/2009/02/research-libraries-clobber-oclc-policy.php Research libraries clobber OCLC Policy ]
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|-
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| 2009-02-23 || Goldstein, Jeremy || [http://geekylibrarian.wordpress.com/2009/02/23/another-blow/ Another Blow]
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|-
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| 2009-02-23 || Mason, Rick || [http://www.libology.com/blog/2009/02/23/librarything-on-the-arl-report.html LibraryThing on the ARL Report]
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|-
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| 2009-02-23 || ''Library Journal'' || [http://www.libraryjournal.com/article/CA6639210.html ARL Says OCLC Should Revise WorldCat Policy] (NC)
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|-
 +
| 2009-02-23 || Lawson, Steve || [http://stevelawson.name/seealso/archives/2009/02/arl_task_force_report_on_the_oclc_records_policy.html ARL Task Force report on the OCLC records policy]
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|-
 +
| 2009-02-24 || Vielmetti, Edward || [http://vielmetti.typepad.com/superpatron/2009/02/pitchforks-for-oclc-rebellion-against-mandatory-licensing-for-cooperatively-developed-catalog-data.html Pitchforks for OCLC: rebellion against mandatory licensing for cooperatively developed catalog data] (NC)
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|-
 +
| 2009-03-09 || Pohl, Adrian || [http://www.uebertext.org/2009/03/ein-artikel-uber-die-oclc-metadaten.html Ein Artikel zu OCLCs Metadaten-Policy] ([http://translate.google.com/translate?u=http%3A//www.uebertext.org/2009/03/ein-artikel-uber-die-oclc-metadaten.html&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translation to English] courtesy of Google)
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|-
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|2009-03-09  || Pohl, Adrian || OCLC, WorldCat und die Metadatenkontroverse. In: Bibliotheksdienst 43 (2009), pp. 274-290. [http://www.zlb.de/aktivitaeten/bd_neu/heftinhalte2009/Erschliessung020309BD.pdf Electronic Version] (PDF).
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|-
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| 2009-03-22 || Voß, Jacob || [http://jakoblog.de/2009/03/22/zwei-artikel-zu-hochschulbibliografien-und-zur-worldcat-policy-im-bibliotheksdienst/ Zwei Artikel zu Hochschulbibliografien und zur WorldCat Policy im Bibliotheksdienst] ([http://translate.google.com/translate?u=http%3A//jakoblog.de/2009/03/22/zwei-artikel-zu-hochschulbibliografien-und-zur-worldcat-policy-im-bibliotheksdienst/&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translation to English] courtesy of Google)
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|-
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| 2009-03-27 || Murray, Peter || [http://dltj.org/article/oclc-review-board-survey/ Survey Responses Sought from the OCLC Review Board on Shared Data Creation and Stewardship]
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|-
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| 2009-03-30 || Cataloging Policy Committee of the OnLine Audiovisual Catalogers, Inc. || [http://www.olacinc.org/drupal/?q=node/350 OCLC’s Proposed Policy for Use and Transfer of WorldCat® Records] (NC)
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|-
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| 2009-04-02 || Smithsonian Institution Libraries || [http://smithsonianlibraries.si.edu/smithsonianlibraries/2009/04/oclcs-policy-for-use-and-transfer-of-worldcat-records.html OCLC's Policy for Use and Transfer of WorldCat Records] (NC)
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|-
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| 2009-04-08 || Rochkind, Jonathan || [http://bibwild.wordpress.com/2009/04/07/oclc-record-use-survey-comments/ OCLC record use survey comments]
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|-
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|2009-04-23 || Frumkin, Jeremy || [http://digitallibrarian.org/?p=59 Open Library Data and OCLC]
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|-
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|2009-04-24 || Spalding, Tim || [http://www.librarything.com/thingology/2009/04/oclc-end-game.php The OCLC End Game]
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|-
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|2009-04-27 || Coombs, Karen || [http://www.librarywebchic.net/wordpress/2009/04/27/on-recent-oclc-announcements/ On recent OCLC announcements]
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|-
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| 2009-05-11 || International Coalition of Library Consortia (ICOLC) || [http://www.library.yale.edu/consortia/statement-oclcrecorduse.htm Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records] (NC)
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|-
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| 2009-05-12 || Murray, Peter || [http://dltj.org/article/oclc-record-use-policy-update/ OCLC Record Use Policy Issue Coming to a Head]
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|-
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| 2009-05-12 || Corrado, Ed || [http://blog.ecorrado.us/2009/05/12/icolc-statement-on-the-proposed-oclc-policy-for-use-and-transfer-of-worldcat-records/ ICOLC “Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records.”]
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|-
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| 2009-05-13 || Spalding, Tim || [http://www.librarything.com/thingology/2009/05/oclc-policy-good-night.php OCLC Policy, Good night]
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|-
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| 2009-05-13 || Rochkind, Jonathan || [http://bibwild.wordpress.com/2009/05/13/well-said-icolc/ Well said, ICOLC]
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|-
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| 2009-05-13 || Mason, Rick || [http://www.libology.com/blog/2009/05/13/icolc-weighs-in-on-oclc.html ICOLC weighs in on OCLC]
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|-
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| 2009-05-14 || Dibbell, Jeremy || [http://philobiblos.blogspot.com/2009/05/death-blow-to-oclcs-proposed-policy.html Death Blow to OCLC's Proposed Policy?]
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|-
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| 2009-05-15 || Mark Ockerbloom, John || [http://everybodyslibraries.com/2009/05/15/will-oclc-move-to-a-service-oriented-business-model-for-bibliographic-data/ Will OCLC move to a service-oriented business model for bibliographic data?]
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|-
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| 2009-05-15 || Corrado, Ed || [http://blog.ecorrado.us/2009/05/15/eluna-uugi-and-codi-endorse-icolc-statement-on-the-proposed-oclc-policy-for-use-and-transfer-of-worldcat-records/ ELUNA, UUGI, and CODI endorse ICOLC Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records]
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|-
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| 2009-05-15 || Baker, Gavin (Open Access News) || [http://www.earlham.edu/~peters/fos/2009/05/icolc-opposes-oclc-data-policy.html ICOLC opposes OCLC data policy] (NC)
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|}
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== Commentary Following the Members Council May 2009 Review Board Presentation  ==
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 +
On [[18 May]] [[2009]], Jennifer Younger (Chair of the [http://www.oclc.org/us/en/worldcat/catalog/policy/board/default.htm Review Board of Shared Data Creation and Stewardship]) presented preliminary findings to the OCLC Members Council.  Two days later,  a [http://vidego.multicastmedia.com/player.php?p=v07n97t9 recording] of Dr. Younger's presentation and the [http://www.oclc.org/us/en/worldcat/catalog/policy/20090518-MC-Jennifer_Younger.pdf presentation slides] were posted on the OCLC website.
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{| class="wikitable sortable"
 +
|- style="text-align: left;"
 +
! Date !! Author !! Title
 +
|-
 +
| 2009-05-20 || Corrado, Ed || [http://blog.ecorrado.us/2009/05/20/oclc-review-board-of-shared-data-creation-stewardship-recommends-to-formally-withdraw-the-proposed-worldcat-policy/ OCLC Review Board of Shared Data Creation & Stewardship recommends to “Formally withdraw the proposed (WorldCat) policy”]
 +
|-
 +
| 2009-05-20 || Wallis, Richard || [http://blogs.talis.com/panlibus/archives/2009/05/oclc-dumps-new-record-reuse-policy.php OCLC Dumps New Record Reuse Policy]
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|-
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| 2009-05-20 || Murray, Peter || [http://dltj.org/article/oclc-review-board-initial-recommendations/ OCLC Review Board Recommends the Withdraw of Proposed Policy; Advocates for an Open Process]
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|-
 +
| 2009-05-20 || Spalding, Tim || [http://www.librarything.com/thingology/2009/05/non-est-potestas-oclc-policy-withdrawn_21.php/ Non est potestas: OCLC Policy withdrawn]
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|-
 +
| 2009-05-22 || Mijnsbergen, Edwin || [http://www.zbdigitaal.nl/2009/05/het-beleid-van-oclc-nieuwe.html Het beleid van OCLC: nieuwe ontwikkelingen] ([http://translate.google.com/translate?u=http%3A//www.zbdigitaal.nl/2009/05/het-beleid-van-oclc-nieuwe.html&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translation to English from Dutch] courtesy of Google)
 +
|-
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| 2009-05-22 || Leggott, Mark || [http://loomware.typepad.com/loomware/2009/05/non-est-potestas-oclc-policy-withdrawn.html Non est potestas: OCLC Policy Withdrawn] (NC)
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|-
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| 2009-05-26 || National Diet Library (Japan) || [http://current.ndl.go.jp/node/12962 WorldCatレコード利用・再配布の新ポリシーに対する審査委員会の審査結果] ([http://translate.google.com/translate?u=http%3A//current.ndl.go.jp/node/12962&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translation to English from Japanese] courtesy of Google) (NC)
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|-
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| 2009-05-28 || Coyle, Karen || [http://kcoyle.blogspot.com/2009/06/oclc-policy.html OCLC Policy - What is the Question?]
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|}
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== Commentary Following the Release of the Review Board Final Report ==
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On [[26 Jun]] [[2009]], OCLC published the [http://www.oclc.org/worldcat/catalog/FinalReport_ReviewBoard.pdf final report] of the [http://www.oclc.org/worldcat/catalog/policy/board/default.htm Review Board of Shared Data Creation and Stewardship] and announced the formal withdrawal of the proposed Policy for Use and Transfer of WorldCat® Records.
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{| class="wikitable sortable"
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|- style="text-align: left;"
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! Date !! Author !! Title
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|-
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| 2009-06-28 || Eustis, Jennifer || [http://celeripedean.wordpress.com/2009/06/28/final-report-from-the-review-board-on-shared-data-creation-and-stewardship/ Final Report from the Review Board on Shared Data Creation and Stewardship]
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|-
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| 2009-06-28 || Murray, Peter || [http://dltj.org/article/record-use-policy-withdrawn/ OCLC Formally Withdraws Proposed Record Use Policy]
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|-
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| 2009-06-28 || Pohl, Adrian || [http://www.uebertext.org/2009/06/oclc-policy-zuruckgezogen.html OCLC - Policy zurückgezogen] ([http://translate.google.com/translate?u=http%3A//www.uebertext.org/2009/06/oclc-policy-zuruckgezogen.html Translated to English from German] courtesy of Google)
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|-
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| 2009-06-29 || Mason, Rick || [http://www.libology.com/blog/2009/06/29/oclc-withdraws-records-polic.html OCLC Withdraws Records Policy]
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|-
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| 2009-06-29 || National Diet Library (Japan) || [http://current.ndl.go.jp/node/13447 OCLC、WorldCatレコード利用・再配布に係る新ポリシーを公式に撤回] ([http://translate.google.com/translate?u=http%3A//current.ndl.go.jp/node/13447&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translated to English from Japanese] courtesy of Google) (NC)
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|-
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| 2009-06-29 || Bourg, Chris || [http://chrisbourg.wordpress.com/2009/06/29/oclc-withdraws-proposed-policy-on-use-of-wc-records/ OCLC withdraws proposed policy on use of WC records]
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|-
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| 2009-07-01 || Baker, Gavin (Open Access News) || [http://www.earlham.edu/~peters/fos/2009/07/oclc-scraps-worldcat-data-policy-will.html OCLC scraps WorldCat data policy, will write new one] (NC)
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|-
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| 2009-07-07 || Ray, MJ || [http://www.news.software.coop/oclc-record-use-reboot/699/ OCLC Record Use: Reboot]
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|-
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| 2009-07-14 || Anglada, Lluís || [http://bdig.blogspot.com/2009/07/sobre-oclc-proposito-del-ala-de-chicago.html Sobre OCLC a propósito del ALA de Chicago] ([http://translate.google.com/translate?u=http%3A//bdig.blogspot.com/2009/07/sobre-oclc-proposito-del-ala-de-chicago.html&hl=en&langpair=auto%7cen&tbb=1&ie=UTF-8 Translated to English from Spanish] courtesy of Google)
 +
|-
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| 2009-07-29 || Wallis, Richard || [http://blogs.talis.com/panlibus/archives/2009/07/jisc-grasp-the-marc-record-re-use-legality-nettle.php JISC Grasp the Marc Record Re-use Legality Nettle]
 +
|-
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| 2009-09-14 || OCLC || [http://www.oclc.org/us/en/news/releases/200948.htm OCLC Board of Trustees convenes Council to study and develop new WorldCat Record Use Policy] (NC)
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|-
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| 2009-09-15 || Hadro, Josh ''Library Journal'' || [http://www.libraryjournal.com/article/CA6697129.html OCLC Appoints Council to Revamp WorldCat Record Use Policy] (NC)
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|-
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| 2009-09-18 || Eustis, Jennifer || [http://celeripedean.wordpress.com/2009/09/18/oclc-back-to-the-review-policy/ OCLC: Back to the Review Policy]
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|-
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| 2009-11-08 || Library 2.0 Gang || [http://www.alatechsource.org/blog/2009/11/library-20-gang-1109-the-cataloguing-services-landscape.html The Cataloguing Services Landscape] (NC)
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|}
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== Comments on WorldCat Rights and Responsibilities for the OCLC Cooperative ==
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Commentary after the release of the [http://www.oclc.org/worldcat/catalog/policy/default.htm WorldCat Rights and Responsibilities for the OCLC Cooperative] draft on 7-Apr-2010.
 +
 +
{| class="wikitable sortable"
 +
|- style="text-align: left;"
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! Date !! Author !! Title
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|-
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| 2010-04-07 || Mason, Rick || [http://www.libology.com/blog/2010/04/07/oclc-and-data.html OCLC and Data]
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|-
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| 2010-04-07 || Coyle, Karen || [http://kcoyle.blogspot.com/2010/04/oclc-record-use-policy.html OCLC record use policy]
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|-
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| 2010-04-07 || Hadro, Josh -- ''Library Journal'' || [http://www.libraryjournal.com/article/CA6725522.html Library Journal article] (NC)
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|-
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| 2010-04-07 || Morrison, Heather || [http://poeticeconomics.blogspot.com/2010/04/worldcat-rights-and-responsibilites-for.html WorldCat rights and responsibilites ... comments] (NC)
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|-
 +
| 2010-04-07 || Various || [http://blogs.talis.com/panlibus/archives/2010/04/oclc-talk-with-talis-about-draft-worldcat-rights-responsibilities.php Talking with Talis: OCLC Talk with Talis about Draft WorldCat Rights & Responsibilities]
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|-
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| 2010-04-14 || University of Melbourne Library staff blog || [http://blogs.unimelb.edu.au/libraryintelligencer/2010/04/13/worldcat-rights-and-responsibilities-for-the-oclc-cooperative%e2%80%94draft-for-community-review/ WorldCat Rights and Responsibilities for the OCLC Cooperative—Draft for Community Review]
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|-
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| 2010-04-14 || ''carolslib'' || [http://carolslib.wordpress.com/2010/04/14/oclcs-latest-policy/ OCLC’s latest policy]
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|-
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| 2010-04-15 || Hadro, Josh -- ''Library Journal'' || [http://www.libraryjournal.com/article/CA6726412.html As Record Use Policy Draws Comments, OCLC Reacts Quickly] (NC)
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|-
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| 2010-04-15 || Pohl, Adrian || [http://www.uebertext.org/2010/04/oclcs-policy-und-die-public-domain.html OCLCs Policy und die Public Domain] ([http://translate.google.com/translate?u=http://www.uebertext.org/2010/04/oclcs-policy-und-die-public-domain.html Translated to English from German] courtesy of Google)
 +
|-
 
|}
 
|}
  
 
== Comments on Comments ==
 
== Comments on Comments ==
  
−
Sometimes the best insight comes in the comments added to blog postings and other stories.  [http://pipes.yahoo.com/pipes/pipe.info?_id=jOpatQmu3RGENlDTBRNMsA This Yahoo! Pipe] (also available as an [http://pipes.yahoo.com/pipes/pipe.run?_id=jOpatQmu3RGENlDTBRNMsA&_render=rss RSS feed]) is a concatenation of comments from the postings and stories listed on this page -- with the exception of those marked "(NC)" because of use of software that doesn't support comment feeds.  It was last updated as of [http://wiki.code4lib.org/index.php?title=OCLC_Policy_Change&oldid=2139 page revision 2139].
+
Sometimes the best insight comes in the comments added to blog postings and other stories.  [http://pipes.yahoo.com/pipes/pipe.info?_id=jOpatQmu3RGENlDTBRNMsA This Yahoo! Pipe] (also available as an [http://pipes.yahoo.com/pipes/pipe.run?_id=jOpatQmu3RGENlDTBRNMsA&_render=rss RSS feed]) is a concatenation of comments from the postings and stories listed on this page -- with the exception of those marked "(NC)" because of use of software that doesn't support comment feeds.  It was last updated as of [http://wiki.code4lib.org/index.php?title=OCLC_Policy_Change&oldid=5792 page revision 5792].
 +
 
 +
[[Category: OCLC]]

Latest revision as of 06:27, 14 February 2013

Background

On 5-Nov-2008, OCLC announced the Policy for Use and Transfer of WorldCat® Records to replace the Guidelines for the Use and Transfer of OCLC-Derived Records. The goals of the policy, as described by OCLC, were "to modernize record use and transfer practices for application on the Web, foster new uses of WorldCat data that benefit members and clarify data sharing rights and restrictions." This new policy generated considerable discussion in the library community, including two petitions, several trade publication articles, and over 80 blog posts with related comments.

On 13-Jan-2009, OCLC announced a Review Board of Shared Data Creation and Stewardship with a charge to: consult with librarians and member representatives as appropriate; review reports, letters and comments including blog and listserv messages from the global library community regarding the revised Policy; and recommend principles of shared data creation and changes in the Policy for Use and Transfer of WorldCat Records that will preserve the community around WorldCat infrastructure and services, and strengthen libraries. The Review Board submitted its final report to OCLC on 22-Jun-2009 recommending that the proposed policy be withdrawn and a Record Use Policy Development Task Force be formed along with a "formal, transparent and well-managed process" to create a new policy. In a news release posted on 26-Jun-2009, OCLC accepted these recommendations.

On 7-April-2010, the Review Board of Shared Data Curation and Stewardship posted their draft policy for a period of review and comment (see link below).

This page documents the discussion of members of the library community surrounding the revision of the Guidelines and creation of the Policy. It can be edited by anyone who has registered for an account on the Code4Lib wiki. Registration on the Code4Lib wiki is open to anyone with an e-mail address.

The Policy

Links to various forms of the policy -- previous editions, drafts, etc -- in reverse chronological order.



Petitions

On November 13, 2008, a petition called Stop the OCLC powergrab! was started by Aaron Swartz to repeal the new policy. Background in his blog post, Stealing Your Library: The OCLC Powergrab.

On December 1, 2008, Elaine Sanchez created a new petition with more depth and specificity. The petition calls for OCLC to vacate the new policy, create a more open process for revising the 1987 guidelines, and assert that the records are the property of the respective contributing members. Ms. Sanchez posted an announcement about it on the Autocat mailing list.


Commentary Regarding First Revision (nov 2)

Commentary Regarding Second Revision (nov 5) / General

Date Author Title
2008-11-02 Reese, Terry OCLC’s proposed new guidelines for the transfer of bibliographic records
2008-11-03 Reese, Terry What would it look like if OCLC was broken up?
2008-11-03 Corrado, Ed oclc’s new policy for use and transfer of worldcat records
2008-11-04 Calhoun, Karen Notes on OCLC's Updated Record Use Policy (NC)
2008-11-04 Panlibus What are OCLC playing at?
2008-11-04 Mahoney, Richard Yazlist: Impact of new OCLC `Policy for Use and Transfer of WC Records' on federated search/virtual union catalogues (NC)
2008-11-05 Coombs, Karen Who’s record is it anyway?
2008-11-05 Corrado, Ed karen calhoun on oclc’s updated record use policy
2008-11-05 Corrado, Ed new oclc policy on worldcat records re-released
2008-11-05 Open Content Alliance New OCLC Records Policy Generates Debate
2008-11-05 Reese, Terry A look at the Policy for Use and Transfer of WorldCat Records revision
2008-11-05 Rochkind, Jonathan More on OCLC’s policies
2008-11-06 Library Journal After Delay, OCLC Lays Out New Policy for Records Use and Transfer (NC)
2008-11-06 Repohate Declaration of Independance of Metadata
2008-11-06 Rochkind, Jonathan copyright trivia, one more
2008-11-06 Styles, Rob OCLC, Record Usage, Copyright, Contracts and the Law
2008-11-07 Corrado, Ed update on oclc worldcat policy
2008-11-07 Rochkind, Jonathan A logical OCLC argument
2008-11-07 Wallis, Richard (Panlibus) Keeping the WorldCat in the bag
2008-11-12 Rochkind, Jonathan I don’t actually want to destroy OCLC
2008-11-12 Uncontrolled Vocabulary #62 (podcast) A Reliable Guide to Unicorns
2008-11-12 Wallis, Richard (Panlibus) OCLC – any questions?
2008-11-13 Hartman-Caverly, Sarah Final ‘Policy for Use and Transfer of WorldCat Records’ Posted by OCLC
2008-11-13 O'Steen, Ben OCLC - viral licence being added to WorldCat data
2008-11-13 Slashdot Non-Profit Org Claims Rights In Library Catalog Data (NC)
2008-11-13 Swartz, Aaron Stealing Your Library: The OCLC Powergrab (NC)
2008-11-14 Inside Higher Ed Maelstrom Over Metadata (NC)
2008-11-14 Calhoun, Karen / Roy Tennant / Richard Wallis OCLC Talk with Talis about the new Record Use Policy
2008-11-14 Calhoun, Karen (via Autocat) OCLC Record Use Policy (NC)
2008-11-14 Corrado, Ed OCLC WorldCat Record Policy makes it to Inside Higher Ed and Slashdot
2008-11-14 Libology More OCLC Comments
2008-11-14 Litwin, Roy OCLC Powergrab?
2008-11-14 Sanchez, Elaine (via Autocat) Petition to stop OCLC from initiating the new WorldCat Policy (NC)
2008-11-14 Styles, Rob More OCLC Policy…
2008-11-14 Suburban Banshee OCLC Gets Grabby
2008-11-15 Corrado, Ed Talis Podcast about OCLC WorldCat Record Use Policy with Karen Clahoun and Roy Tennant
2008-11-15 LISnews OCLC Claims Ownership of Data In OPACs
2008-11-15 Swartz, Aaron OCLC on the Run (NC)
2008-11-15 West, Jessamyn What is up with OCLC?
2008-11-16 Mazzocchi, Stefano Rule #1 for Surviving Paradigm Shifts: Don’t S**t Where You Eat
2008-11-16 Rochkind, Jonathan more OCLC
2008-11-16 Schwartz, Christine Essential listening: Calhoun and Tennant on OCLC's policy
2008-11-17 Alford, Larry (Chair, OCLC Board of Trustees) An open letter to the OCLC membership on the WorldCat Record Use Policy (NC)
2008-11-17 Annoyed Librarian How I Learned to Stop Worrying and Love OCLC (NC)
2008-11-18 Mehta, Devanshu On Community-Based Collaboration: Lesson From the OCLC Debacle
2008-11-18 Styles, Rob Schroedinger’s WorldCat
2008-11-18 Baker, Gavin OCLC fighting OA to bibliographic data
2008-11-18 Lawson, Steve Clarifications and Cautions
2008-11-19 Lang, John OCLC and Google Policy Discussion Continues…11.19.08
2008-11-19 Library 2.0 Gang (podcast) Library 2.0 Gang 10/08: Policy – OCLC & Google Book Search
2008-11-19 Sauers, Michael (screenshot) Hey Roy, remember this? (NC)
2008-11-19 Uncontrolled Vocabulary #63 (podcast) Uncontrolled Vocabulary #63 - AACR3, now with FRBR (OCLC discussion starts at the 20:50 mark.)
2008-11-19 Mark Ockerbloom, John Drawing a line in the sand, Part 1: The importance of open library metadata
2008-11-20 Spalding, Tim OCLC Policy Re-re-released, now in unfriendly PDF
2008-11-20 Jastram, Iris The OCLC Kerfuffle: In which I write much but come to few conclusions
2008-11-20 Bridle, James The great public library scandal
2008-11-21 Sauers, Michael OCLC and CC
2008-11-21 Mehta, Devanshu Continuing Adventures of WorldCat: Conditions, not Restrictions
2008-11-21 Wallis, Richard OCLC - Questions Answers and an Open Letter
2008-11-21 Coyle, Karen Fork WorldCat
2008-11-21 Mark Ockerbloom, John Drawing a line in the sand, Part 2: Problems with OCLC’s catalog policy
2008-11-24 Kleinman, Molly The OCLC data licensing saga: Adapt or die
2008-11-24 Rochkind, Jonathan Of Identifiers, matching, OCLCnums, and Umlaut
2008-11-24 Mark Ockerbloom, John Drawing a line in the sand, Part 3: How to respond?
2008-11-24 Rochkind, Jonathan Creative Commons is not appropriate for data
2008-11-25 Salo, Dorothea OCLC, catalogue records, and labor
2008-11-25 Mehta, Devanshu I Can Haz Worldcat?
2008-11-26 Rochkind, Jonathan OCLC, and what we lose without openness (a True Story)
2008-11-26 Corrado, Ed Putting Your Golden Eggs in One Basket
2008-11-27 NELLCO USS project blog USS Use of OCLC MARC Records
2008-11-28 Coyle, Karen OCLC Use Policy Details: Your Records
2008-11-28 Kline, Heather "Maelstrom over Metadata"
2008-11-28 Coyle, Karen OCLC Use Policy Details: Use and Transparency
2008-12-01 Schwartz, Christine OCLC policy: spreading the bibliographic wealth around?
2008-12-01 Sanchez, Elaine (via autocat) Petition for OCLC to Collaboratively Re-write Policy for Use and Transfer of WorldCat Records (NC)
2008-12-01 York University Libraries Bibliographic Services The Bib Blog: Petition for OCLC to Collaboratively Re-write Policy for Use and Transfer of WorldCat Records
2008-12-04 Voss, Jacob Bibliographische Daten müssen frei sein (rough English translation via Google)
2008-12-07 Spalding, Tim The Elusive Moose and OCLC
2008-12-07 barbarakitten_t (Livejournal) OCLC Policy Suckage (NC)
2008-12-07 Anonymous blogger (paraprofessional?*) OCLC policy Sucks
2008-12-08 techdirt Landgrab For Ownership Of Library Catalog Data
2008-12-09 Missouri Libr Net Corp WorldCat Records Policy Update
2008-12-09 PALINET Cataloging Blog OCLC Record Use Policy
2008-12-09 Spalding, Tim The New OCLC Policy and Federal Libraries
2008-12-10 Mason, Rick OCLC License Policy - A Recommendation
2008-12-10 Autocat list discussion Re: The new OCLC Policy and Federal libraries more more more more more more more (NC)
2008-12-12 Anonymous blogger (Cainmark) OCLC trying to use its EULA to hold freely given catolog data hostage. (NC)
2008-12-12 American Libraries Online WorldCat Policy Revision Draws Librarians’ Ire (NC)
2008-12-12 Open Libraries Tech list the land-grabs (NC)
2008-12-12 Klienman, Molly OCLC licensing saga
2008-12-13 Schneider, Karen OCLC’s policy: Train, stop, cried the constable on the rails
2008-12-15 Wallis, Richard OCLC Record Sharing, Yogurt, and Copyright
2008-12-16 Library Journal ARL/ASERL Task Force to Investigate OCLC Policy Change (NC)
2008-12-16 Spalding, Tim New OCLC logos, more
2008-12-18 Salo, Dorothea Thursday WTFery
2008-12-20 Singer Gordon, Rachel Mine! Mine! Mine!
2009-01-04 McGrath, Kelley OCLC's new WorldCat Record Policy, original cataloging, and 040 $a more more (NC)
2009-01-07 Houghton-Jan, Sarah Problems with OCLC Policy on WorldCat Records (NC)
2009-01-07 Rochkind, Jonathan biblios.net and the future of cataloging
2009-01-09 Leggott, Mark OCLC WorldCat Record Policy Petition (NC)
2009-01-10 Morgan, Eric Lease Eric Lease Morgan’s Top Tech Trends for ALA Mid-Winter, 2009
2009-01-11 Spalding, Tim This is like a Heinlein novel!
2009-01-11 Spalding, Tim Why libraries must reject the OCLC Policy (part 1)
2009-01-12 Kleinman, Molly OCLC licensing saga
2009-01-12 Mason, Rick Why Libraries Must Reject the OCLC Policy
2009-01-12 Kellat, Stephen Michael LISTen: The LISNews.org Podcast -- Episode #56 (Commentary portion of episode)
2009-01-13 Datema, Jay Lock-in leads to lockdown
2009-01-13 Spalding, Tim OCLC protest teeshirts are here!
2009-01-13 OCLC, Board of Trustees, Members Council Review Board of Shared Data Creation and Stewardship
  • "working as staff at University of Illinois, Urbana-Champaign"

Commentary Following the Announcement of the Review Board

Date Author Title
2009-01-13 Reese, Terry OCLC to convene a Review Board of Shared Data Creation and Stewardship
2009-01-13 LISNews OCLC to convene Review Board of Shared Data
2009-01-13 Mason, Rick OCLC Creates Review Board of Shared Data Creation and Stewardship
2009-01-14 Bigwood, David OCLC Record Sharing News
2009-01-14 Open Content Alliance blog Is OCLC Reconsidering its Proposed Records Policy?
2009-01-14 Styles, Rob OCLC is listening.
2009-01-14 Coyle, Karen OCLC pushes back policy to fall, 2009
2009-01-14 Mark Ockerbloom, John Chances to stop and think about the future of library catalogs
2009-01-15 Uncontrolled Vocabulary #67 (podcast) Uncontrolled Vocabulary #67 ("Policy-driven DRM")
2009-01-15 AUTOCAT mailing list OCLC to review record use policy (NC)
2009-01-15 Anonymous blogger From the Catalogs of Babes: more about OCLC and nipples
2009-01-15 Chatterjee, Anirvan Bookfinder Journal: Notes from all over (NC)
2009-01-15 Schwartz, Christine OCLC establishes review board to look at question of shared library data
2009-01-16 Spalding, Tim Library social media wins one
2009-01-16 American Libraries Online OCLC Delays WorldCat Policy Pending Review Board (NC)
2009-01-17 Matienzo, Mark A. This Is All I’m Going To Say On This Here Blogsite ...
2009-01-22 Grossman, Wendy M; The Guardian Why you can't find a library book in your search engine (NC)
2009-01-22 FriendFeed commentary on Guardian article FriendFeed (NC)
2009-01-21 Spalding, Tim The Guardian asks "Why you can't find a library book in your search engine?"
2009-01-22 Rochkind, Jonathan OCLC in the Guardian
2009-01-22 Bermès, Manue Le côté obscur de la force ? (Translation to English from French courtesy of Google) [NC]
2009-01-22 Lone Wolf Librarian OCLC Policy Change Controversy Appears in International Media
2009-01-22 Biancu, Bonaria Libraries need freedom (Translation to English from Italian courtesy of Google)
2009-01-22 Powell, Andy Why can't I find a library book in my search engine? (NC)
2009-01-22 West, Jessamyn why you can’t google a library book
2009-01-22 Baumgart, Jessica why you can’t google a library book
2009-01-22 Ottevanger, Jeremy WorldCat/OCLC get the rough end of the Guardian's stick
2009-01-23 Marcel Finding and reading books
2009-01-23 the.effing.librarian OCLC vs. Everyone
2009-01-23 Miedema, John You’ve Heard of WorldCat, Now Meet FuzzyCat
2009-01-23 Cairns, Michael Bibliographic Studies
2009-01-25 AUTOCAT mailing list OCLC and the Guardian more more more more more (NC)
2009-01-26 Rochkind, Jonathan enforcing catalog record copyright is in whose interest?
2009-01-26 Ahlberg, Carina Varför man inte hittar bibliotekets böcker i Google (Translation to English from Sweedish courtesy of Google)
2009-01-27 Calhoun, Karen Creating and Sustaining Communities Around Shared Data: The Case of OCLC (NC)
2009-01-27 Calhoun, Karen Data Sharing, Libraries, and the Landscape of the Web (NC)
2009-01-27 Oder, Norman, Library Journal OCLC Defends Records Policy, Faces Questions, Suggestions, and Criticisms (NC)
2009-01-27 Murray, Peter Consideration of OCLC Records Use Policy
2009-01-27 York University Libraries Bibliographic Services Guardian Article on OCLC, Libraries and the Internet
2009-01-28 Lone Wolf Librarian OCLC Yet Again Unsuccessfully Tries to Defend Controversial Major Policy Shift…01.28.09
2009-01-28 LISNews OCLC Defends Records Policy, Faces Questions, Suggestions, and Criticisms
2009-01-28 Kellat, Stephen Michael Reflections upon an LJ story
2009-01-28 Rochkind, Jonathan yet more on copyright and cataloging
2009-01-28 Ockerbloom, John Mark Open catalog APIs and data: ALA presentation notes posted
2009-01-28 Corrado, Ed Library Journal report on the OCLC WorldCat policy discussion
2009-01-28 Murray, Peter Further Consideration of OCLC Records Use Policy
2009-01-28 liblicense-l mailing list OCLC's New License for Bibliographic Records (NC)
2009-01-29 Mason, Rick OCLC License Policy at ALA Midwinter
2009-01-30 AUTOCAT mailing list Copyright in Bib Records more more (NC)
2009-02-01 Spalding, Tim The evil 3.26%
2009-02-02 Mijnsbergen, Edwin Te lui om te begrijpen (Translation to English courtesy of Google)
2009-02-02 Lone Wolf Librarian LibraryThing Responds to OCLC’s Questioning of Motives…02.02.09
2009-02-02 McNamara, Frances OCLC Hullaballou ALA Midwinter 2009 Monday
2009-02-06 OCLC OCLC Board of Trustees, Members Council name Review Board of Shared Data Creation and Stewardship.
2009-02-07 Mason, Rick OCLC Announces Review Board Members
2009-02-07 Murray, Peter Members of the OCLC Review Board Announced
2009-02-09 OCLC Review Board From the Review Board (Public comment space)
2009-02-10 Ostrowsky, Ben OCLC should share WorldCat data for commercial and noncommercial use
2009-02-10 McNamara, Frances OCLC Review Board
2009-02-10 Murray, Peter OCLC Review Board’s Blog
2009-02-18 Lawson, Steve Matters of Policy
2009-02-19 Miss Information Big Brother is Facebook (?)
2009-02-19 Ivy Facebook or OCLC? Perhaps both.
2009-02-20 ARL Ad Hoc Task Force to Review the Proposed OCLC Policy for Use and Transfer of WorldCat Records: Final Report to the ARL Board, January 30, 2009 (PDF)
2009-02-20 ResourceShelf ARL Recommends Community-Wide Process to Develop New OCLC Policy for Use & Transfer of WorldCat Records
2009-02-20 Jastram, Iris OCLC Question for the masses
2009-02-20 Walk, Paul Smoke and mirrors, or good intentions?
2009-02-21 Mason, Rick OCLC Policy - Final Report to the ARL Board
2009-02-21 Brantley, Peter Sending OCLC on its way
2009-02-23 Spalding, Tim Research libraries clobber OCLC Policy
2009-02-23 Goldstein, Jeremy Another Blow
2009-02-23 Mason, Rick LibraryThing on the ARL Report
2009-02-23 Library Journal ARL Says OCLC Should Revise WorldCat Policy (NC)
2009-02-23 Lawson, Steve ARL Task Force report on the OCLC records policy
2009-02-24 Vielmetti, Edward Pitchforks for OCLC: rebellion against mandatory licensing for cooperatively developed catalog data (NC)
2009-03-09 Pohl, Adrian Ein Artikel zu OCLCs Metadaten-Policy (Translation to English courtesy of Google)
2009-03-09 Pohl, Adrian OCLC, WorldCat und die Metadatenkontroverse. In: Bibliotheksdienst 43 (2009), pp. 274-290. Electronic Version (PDF).
2009-03-22 Voß, Jacob Zwei Artikel zu Hochschulbibliografien und zur WorldCat Policy im Bibliotheksdienst (Translation to English courtesy of Google)
2009-03-27 Murray, Peter Survey Responses Sought from the OCLC Review Board on Shared Data Creation and Stewardship
2009-03-30 Cataloging Policy Committee of the OnLine Audiovisual Catalogers, Inc. OCLC’s Proposed Policy for Use and Transfer of WorldCat® Records (NC)
2009-04-02 Smithsonian Institution Libraries OCLC's Policy for Use and Transfer of WorldCat Records (NC)
2009-04-08 Rochkind, Jonathan OCLC record use survey comments
2009-04-23 Frumkin, Jeremy Open Library Data and OCLC
2009-04-24 Spalding, Tim The OCLC End Game
2009-04-27 Coombs, Karen On recent OCLC announcements
2009-05-11 International Coalition of Library Consortia (ICOLC) Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records (NC)
2009-05-12 Murray, Peter OCLC Record Use Policy Issue Coming to a Head
2009-05-12 Corrado, Ed ICOLC “Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records.”
2009-05-13 Spalding, Tim OCLC Policy, Good night
2009-05-13 Rochkind, Jonathan Well said, ICOLC
2009-05-13 Mason, Rick ICOLC weighs in on OCLC
2009-05-14 Dibbell, Jeremy Death Blow to OCLC's Proposed Policy?
2009-05-15 Mark Ockerbloom, John Will OCLC move to a service-oriented business model for bibliographic data?
2009-05-15 Corrado, Ed ELUNA, UUGI, and CODI endorse ICOLC Statement on the Proposed OCLC Policy for Use and Transfer of WorldCat Records
2009-05-15 Baker, Gavin (Open Access News) ICOLC opposes OCLC data policy (NC)

Commentary Following the Members Council May 2009 Review Board Presentation

On 18 May 2009, Jennifer Younger (Chair of the Review Board of Shared Data Creation and Stewardship) presented preliminary findings to the OCLC Members Council. Two days later, a recording of Dr. Younger's presentation and the presentation slides were posted on the OCLC website.

Date Author Title
2009-05-20 Corrado, Ed OCLC Review Board of Shared Data Creation & Stewardship recommends to “Formally withdraw the proposed (WorldCat) policy”
2009-05-20 Wallis, Richard OCLC Dumps New Record Reuse Policy
2009-05-20 Murray, Peter OCLC Review Board Recommends the Withdraw of Proposed Policy; Advocates for an Open Process
2009-05-20 Spalding, Tim Non est potestas: OCLC Policy withdrawn
2009-05-22 Mijnsbergen, Edwin Het beleid van OCLC: nieuwe ontwikkelingen (Translation to English from Dutch courtesy of Google)
2009-05-22 Leggott, Mark Non est potestas: OCLC Policy Withdrawn (NC)
2009-05-26 National Diet Library (Japan) WorldCatレコード利用・再配布の新ポリシーに対する審査委員会の審査結果 (Translation to English from Japanese courtesy of Google) (NC)
2009-05-28 Coyle, Karen OCLC Policy - What is the Question?

Commentary Following the Release of the Review Board Final Report

On 26 Jun 2009, OCLC published the final report of the Review Board of Shared Data Creation and Stewardship and announced the formal withdrawal of the proposed Policy for Use and Transfer of WorldCat® Records.

Date Author Title
2009-06-28 Eustis, Jennifer Final Report from the Review Board on Shared Data Creation and Stewardship
2009-06-28 Murray, Peter OCLC Formally Withdraws Proposed Record Use Policy
2009-06-28 Pohl, Adrian OCLC - Policy zurückgezogen (Translated to English from German courtesy of Google)
2009-06-29 Mason, Rick OCLC Withdraws Records Policy
2009-06-29 National Diet Library (Japan) OCLC、WorldCatレコード利用・再配布に係る新ポリシーを公式に撤回 (Translated to English from Japanese courtesy of Google) (NC)
2009-06-29 Bourg, Chris OCLC withdraws proposed policy on use of WC records
2009-07-01 Baker, Gavin (Open Access News) OCLC scraps WorldCat data policy, will write new one (NC)
2009-07-07 Ray, MJ OCLC Record Use: Reboot
2009-07-14 Anglada, Lluís Sobre OCLC a propósito del ALA de Chicago (Translated to English from Spanish courtesy of Google)
2009-07-29 Wallis, Richard JISC Grasp the Marc Record Re-use Legality Nettle
2009-09-14 OCLC OCLC Board of Trustees convenes Council to study and develop new WorldCat Record Use Policy (NC)
2009-09-15 Hadro, Josh Library Journal OCLC Appoints Council to Revamp WorldCat Record Use Policy (NC)
2009-09-18 Eustis, Jennifer OCLC: Back to the Review Policy
2009-11-08 Library 2.0 Gang The Cataloguing Services Landscape (NC)

Comments on WorldCat Rights and Responsibilities for the OCLC Cooperative

Commentary after the release of the WorldCat Rights and Responsibilities for the OCLC Cooperative draft on 7-Apr-2010.

Date Author Title
2010-04-07 Mason, Rick OCLC and Data
2010-04-07 Coyle, Karen OCLC record use policy
2010-04-07 Hadro, Josh -- Library Journal Library Journal article (NC)
2010-04-07 Morrison, Heather WorldCat rights and responsibilites ... comments (NC)
2010-04-07 Various Talking with Talis: OCLC Talk with Talis about Draft WorldCat Rights & Responsibilities
2010-04-14 University of Melbourne Library staff blog WorldCat Rights and Responsibilities for the OCLC Cooperative—Draft for Community Review
2010-04-14 carolslib OCLC’s latest policy
2010-04-15 Hadro, Josh -- Library Journal As Record Use Policy Draws Comments, OCLC Reacts Quickly (NC)
2010-04-15 Pohl, Adrian OCLCs Policy und die Public Domain (Translated to English from German courtesy of Google)

Comments on Comments

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