Skip to content

Read more about Finding Balance: Collaborative Workflows for Risk Management in Sharing Cultural Heritage Collections Online

Finding Balance: Collaborative Workflows for Risk Management in Sharing Cultural Heritage Collections Online

(0 reviews)

No ratings

Carrie Hintz, Emory University

Melanie T. Kowalski, Center for Research Libraries

Sarah Quigley, University of Nevada

Jody Bailey, Emory University

Copyright Year: 2023

Publisher: University of Kansas Libraries

Language: English

Formats Available

Conditions of Use

Attribution-NonCommercial Attribution-NonCommercial

Table of Contents

  • Introduction
  • Teamwork Makes the Dream Work: Building the Right Team
  • Identifying Your Institutional Risk Tolerance
  • Evaluating Licensing and Permissions for Archival Materials
  • Processing with Rights in Mind
  • Mapping a Workflow That Works
  • Case Study: Emory University Libraries
  • Conclusion
  • References
  • Appendix A: Rose Library Copyright Workflow Task Force Charter
  • Appendix B: Rights and Risk Matrix for Manuscript Collections
  • Appendix C: Emory University Libraries Deed of Gift/Sale Template
  • Appendix D: Rose Library's Post-Processing Rights and Risk Assessment Report Template

Ancillary Material

Submit ancillary resource

About the Book

Digitizing rare and unique historical documents so they can be shared online is mission-critical work for most cultural heritage institutions, but it can be difficult to complete this work, especially intellectual property rights management, at a scale that matches user demand. The authors of this open educational resource offer guidance for creating scalable, cross-functional workflows using a risk-management approach that increases efficiency and distributes responsibility for rights assessment work more equitably across stakeholders. It includes advice for navigating knowledge gaps, building an engaged team with the right skillsets, reimagining workflows, and rethinking traditional archival processing workflows to build capacity for rights analysis during arrangement and description. Each chapter includes a helpful exercise for implementing this guidance in your own institution.

About the Contributors


Carrie Hintz is the associate director of the Stuart A. Rose Manuscript, Archives, and Rare Book Library at Emory University Libraries where she provides vision and leadership for all aspects of library operations, including archival processing, digital collection management, and research and engagement activities. She has led special collections technical services programs at Emory University’s Rose Library and Columbia University’s Rare Book & Manuscript Library.

Melanie T. Kowalski was the copyright and scholarly communications librarian for Emory University Libraries from 2013–2022. In this role, she was primarily responsible for copyright outreach, education, and consultation with faculty and students. Additionally, she was responsible for copyright consultation and analysis for digitization and managing rights metadata within the Libraries. In February 2022, Melanie moved on to a new role as the open knowledge licensing coordinator for the Center for Research Libraries, where she is working to operationalize an open knowledge strategy for licensing library content and serves as the primary resource for copyright information policy.

Sarah Quigley was the head of collection processing at the Stuart A. Rose Manuscript, Archives, and Rare Book Library at Emory University Libraries from 2019–2022. Prior to this, she was a manuscript archivist at the Rose from 2011–2019 and came to this project with significant experience processing collections and providing strategic oversight of the library’s processing program. In July 2022, Sarah became director of Special Collections and Archives at the University of Nevada, Las Vegas, Libraries where she provides vision and leadership for the division, including collection development, digital collections, public services, and technical services departments. 

Jody Bailey is the head of the Scholarly Communications Office at Emory University Libraries and leads a team of librarians and library specialists who are responsible for all library services surrounding copyright, open access and publishing, research data management, and open educational resources. The team also manages two scholarly repositories for Emory faculty and students. Before joining Emory University Libraries in 2018, Jody was director of publishing at the University of Texas at Arlington Libraries where she oversaw all publishing and open education services. 

Contribute to this Page

Suggest an edit to this book record