OCLC Policy Change
Contents
- 1 Background
- 2 The Policy
- 3 Petitions
- 4 Commentary Regarding First Revision (nov 2)
- 5 Commentary Regarding Second Revision (nov 5) / General
- 6 Commentary Following the Announcement of the Review Board
- 7 Commentary Following the Members Council May 2009 Review Board Presentation
- 8 Commentary Following the Release of the Review Board Final Report
- 9 Comments on WorldCat Rights and Responsibilities for the OCLC Cooperative
- 10 Comments on Comments
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 The Review Board submitted its final report to OCLC on 22-Jun-2009 recommending that the proposed policy be withdrawn and a Record Use Policy Development Task Force be formed along with a "formal, transparent and well-managed process" to create a new policy.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.
- WorldCat Rights and Responsibilities for the OCLC Cooperative (7-Apr-2010)
- Press release regarding the Review Board of Shared Data Creation and Stewardship
- Announcement of OCLC Review Board Survey (via LITA-L mailing list)
- Policy for Use and Transfer of WorldCat® Records (Last known update is 19-Nov-2008; this version is in PDF)
- OCLC's summary statement about the policy
- Guidelines for the Use and Transfer of OCLC-Derived Records (the "Previous 1987 version")
- Archived copy of 2-Nov-2008 version
- Difference between the November 2nd version and the November 5th version
- Difference between the November 5th version and the November 19th version
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)
- pmurray - Is OCLC’s Change of WorldCat Record Use/Transfer Policy Related to the Google Book Search Agreement?
- jrochkind - viral nature of OCLC usage policy–like open source? No.
- Thingology - OCLC Policy Change
- Ed Summers - Bibliovirus
- Dan Scott - Archive of OCLC WorldCat Policy as posted 2008-11-02
- Libology - OCLC WorldCat is the Tiger, not the Lady
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 |
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