IL 2012: We’re in the eBook Business: Douglas County Libraries’ Adventures with eContent and ePublishing

Reading my Kindle in the hammock
“Reading my Kindle in the hammock” by Joanna Penn

Speaker: Hutch Tibbetts

Background: Ebooks and ebook readers (and tablets) are increasing in use in the US. E-only publishers are giving authors a much larger percent of sales than the traditional print publishers, and the percentage is (of course) even higher for self-published authors. How can libraries manage these types of ebooks? DCL is seeing a decline in circulation in all categories except for digital downloads.

Overdrive is a solutions, but it has problems. We lose ownership of the books. We lose discounts on list prices. We lose the integration of systems for discovering and accessing books. We lose used books and ILL rights.

We have no control over what we don’t own. While libraries directly promote the publisher’s bottom line, we are still treated by publishers as a loss in sales, with ebooks priced accordingly.

The DCL model uses their own Adobe Content Server that assigns DRM so that only one user can check out an ebook at a time. They have an HTML5-based online ebook reader that works across most devices, as well as an eReader app for iOS and Android. They use VuFind as a discovery layer for their collection, including their home-grown ebook platform.

They’ve added links to local and online booksellers for patrons who don’t want to wait on a book’s availability. They’re also experimenting with demand-driven acquisition. They also use the Strands Recommender, with those recommendations appearing in various places in the user’s experience (checkout, my account, etc.).

Much like the display of new or featured books, they wanted to have something like that for their ebooks. They created similar power wall kiosks near the physical items using touch screen interfaces.

They’ve learned that talking directly to publishers produces better results, and they can incorporate publisher concerns in their system design. Independent publishers are very interested in participating. They’ve streamlined their eContent acquisition and management processes. They’re still missing an acquisitions system, a Kindle solution, and the big 6 publishers, but they have hope that these problems will solve themselves by the success of their ebook program.

IL 2012: CULC and eBound

Holbeach e-book marker [old photo]
“Holbeach e-book marker [old photo]” by Paul Stainthorp
Speaker: Ken Roberts

Background: Canadian Urban Libraries Council (CULC) member libraries serve 70% of the Canadian population, and 98% of the circulation of materials. eBound is the Canadian eContent distribution arm for more than 100 Canadian publishers.

Publishers really needed a purchase model, not a licensing model, because their contracts with authors talked about sales. Libraries, on the other hand, preferred a license model. There was also some concern from the publishers that rights would be implemented in the way they were intended. And, they needed a third party partner to find a vendor who could handle the responsibility of housing and mediating the circulation of the ebooks, which is where eBound came in.

The purchase model seems a bit complex, and focuses primarily on the publisher’s back catalog at a very low rate per title ($10) sold in large blocks to the entire system. This addresses the publisher’s concern that the midlist authors aren’t getting exposure in libraries. And, if the circulation is low, the price drops after a period of time. The titles have a “worn out” rate of approximately 40 circulations. Some titles can be purchased at a higher rate for preservation purposes and would be DRM-free.

They expect to roll out the vendor side systems next spring, and once that is settled, then it would be rolled out to CULC members.

ebooks, libraries, and the discount rate

Evolution of Readers
Creative Commons License John Blyberg via Compfight

The other day I was listening to a Planet Money podcast episode, and they were talking about a new-to-me financial term: the discount rate. As they described it, this is “the rate you use to size up future costs.”

This morning I read a blog/essay by cartoonist Dave Kellett (who draws the nerdy-fun comic Sheldon) which argued that ebooks in libraries would be the death of the traditional publishing industry. As he put it, “The internet has shown, again and again, that the average consumer always tends toward the cheaper, faster solution. And all things being equal between delivery systems, there’s no debate which one is more advantageous for the individual: The borrowed copy.”

Not long after reading this essay, I attended a training session by one of our ebook vendors, during which at one point they mentioned that the cost for MUPO books (multiple simultaneous user access; essentially a site-license) as being only 150% of list price, which in their words is a good deal. I held my breath for a moment, as I knew the cost of MUPO had been contentious in internal discussions in the recent past. However, the moment passed without comment.

All of these bits and pieces began churning in my mind until finally I reached a rather shocking to me conclusion: 150% of list price for unlimited simultaneous user access is an amazing deal, particularly now that these ebooks are becoming more functional for the users.

Think about it — for the cost of half of a second copy, any number of our users can view, download, print, copy, and even read the same book at the same time. In the print world, at best you might get four people reading the same copy a book at the same time if you could smoosh together close enough and the font size wasn’t too small. Or, you’d buy multiple copies for class reading assignments that would then end up being discarded when the curriculum changed.

How could I go from thinking that ebooks shouldn’t cost more than print to thinking that MUPO pricing is a good deal? Well, my discount rate changed. When I thought about it from the perspective of copies saved rather than prices increased, it made the cost difference seem less heinous.

ER&L 2012: Does the Use of P-books Impact the Use of E-Books?

sweets & swag
ER&L sweets & swag

Speakers: Michael Levine-Clark & Christopher C. Brown

In Dec 2008, they added all the print and ebooks for university press publisher A, and the duplication is primarily in the frontlist. They did the same for an STM publisher B in Jan 2009.

The have gathered circ data that is compiled annually. Comparing ebooks and print books is like comparing apples and oranges. pBook checkouts are for an extended period of time, and we have no way of knowing how many times they view a chapter or copy a page, the measures of ebook uses.

What a cataloger thinks a title is and what a vendor thinks a title is are two different things. How do you merge use and circ data if the comparison points may vary? Solution was to create an ISBN9, by stripping away the first three numbers of ISBN13 and the last number of the ISBN10, which worked pretty well.

Publisher A had about a third of the ebook titles used, but publisher B had only about 2% used. For print, two thirds of Publisher A titles were used and a little over a third of Publisher B were used.

The two most heavily used ebooks from the UP were probably used for a course. The print books were only checked out a few times, but there were thousands of uses for the e. For publisher B, they were used less but with no print circ. For the top two print, the UP ebook was used some, but not even as many as the checkouts, and for the STM print books, the e wasn’t touched. Overall, there was a high rate of use for both formats of a single title, I think (need to study the slides a little more).

They saw increased checkouts of print books over the time period, but it is inconclusive and could be related to the volume of titles purchased. There isn’t a clear impact of e on p or p on e use, but there does seem to be a connection, since when both formats are used, the rate is higher.

Might there be differences by subject or date? What sort of measure of time in a book can we look at? How does discovery play in?

Questions/Comments:
Date & time of usage rather than one year might tell more of a story.

Agree about the discoverability challenge, and have encouraged them to put in chapter level data in their catalog records to create their own discovery with the MARC record. Full text searching in eBrary is great, but get it in the catalog along with the pbooks.

Did you consider the format of the ebook? Some publishers give PDF chapter downloads, which may account for lower use of Publisher B.

What about ILLs? They get included in the circ stats and aren’t separated.

How much of Chris’s time was spent on this? Hard to tell. Was ongoing over time as other things took priority.

How will this affect your collection development practices moving forward? Trying to give users a choice of format.

NASIG 2011: Managing Ebook Acquisition — the Coordination of “P” and “E” Publication Dates

Speaker: Sarah Forzetting & Gabrielle Wiersma

They are sending bib records to their book supplier weekly in order to eliminate duplication of format and other ebook packages. This might be helpful for libraries that purchase ebooks through publisher platforms in addition to through their vendor.

One of the challenges of ebook acquisition is that publishers are delaying publication or embargoing access on aggregators in order to support the print book sales. Fortunately the delay between print and ebook publication is diminishing — the average delay has gone down from 185 days to 21 since 2008.

For certain profiles in the approval plan, Coutts will set aside books that match for a certain period of time until the ebook is available. If the ebook is not available in that time, they will ship the print. If the librarian does not want to wait for the ebook, they can stop the wait process and move forward with the print purchase right away.

Part of the profile setup for e-preferred or print-preferred not only includes the subject areas, but also content type. For example, some reference works are more useful in electronic format.

Oh, my! They have their PDA set up so that two uses trigger a purchase. I should find out what constitutes a use.

VLACRL Spring 2011: Patron-Driven Acquisitions panel

“Selectors are more fussy about the [ebook] platform than the students.” – Nancy Gibbs

Speakers from James Madison University, Duke University, and the College of William & Mary

James Madison University has done two trials of patron-driven acquisitions. The first one was mainly for print books that had been requested through interlibrary loan. If the book is a university press or new (past two years) imprint, they rush order it through an arrangement with the campus bookstore. The book arrives and is cataloged (actually, the book gets cataloged when it’s ordered, saving additional processing time) in about the same time it would take if it was coming through the ILL system, and most of these books ended up circulating frequently with renewals.

Their second trial was for ebooks through their book jobber, Coutts, and their MyiLibrary platform. They used the same parameters as their approval plan and set it up like most PDA ebook programs: drop the records in the catalog and after X number of “substantial uses” (i.e. not the table of contents, cover, etc.) the book is purchased using a deposit account fund. They excluded some publishers from the PDA process because they prefer to purchase the books on the publisher’s platform or have other arrangements (i.e. Gale or Wiley). If your library needs certain fields in the MARC record added, removed, or modified, they recommend that you have the vendor do that for you rather than touching every record locally, particularly given the volume of records involved.

The ebook PDA trial was initiated last calendar year, and they found that 75% of the ebooks purchased were used 5-19 times with an average of 14.77 per title. Surprisingly enough, they did not spend out their modest deposit account and were able to roll it over to this year. Already for 2011, they are seeing a 30% increase in purchases.

Duke University was one of the ARL libraries in the eBrary PDA pilot program. Out of the 90,000 titles offered, they culled the list down to 21,000 books published after 2006 with a $275 price per title limit. Even with that, they blew through the deposit account quickly. But, they found that the titles purchased were within the scope of what they would have collected anyway, so they added more funds to the deposit account. In the end, they purchased about 348 ebooks for $49,000 – mainly English-language titles from publishers like Wiley, Cambridge, and Oxford, and in areas like business and economics.

Other aspects of the Duke trial: They did not match up the 21,000 books with their approval plan, but used other criteria to select them. They negotiated 10 “clicks” to initiate a purchase (whatever the clicks mean). They were send approval slips for many of the titles that were purchased, but for whatever reason the selector did not choose them.

About 183 (over 50%) of the ebooks purchased were already owned in print by the library. One of their regrets is not capturing data about the time of day or day of week that the ebooks were accessed. It’s possible that the duplicates were accessed because the user was unable to access the print book for whatever reason (location, time of day, etc.). Also, two of the books purchased were already owned in electronic format in collections, but had not been cataloged individually.

Duke has also done a PDA program with interlibrary loan. The parameters are similar to JMU’s, and they are pushing OCLC to include preferred format in the ILLiad forms, as they would like to purchase ebooks if the user prefers that format.

They are also looking to do some topic-specific PDAs for new programs.

The College of William & Mary is a YBP customer for their print books, but they decided to go with Coutts’ MyiLibrary for their ebook PDA trial. This was initially the source of a great deal of frustration with de-duping records and preventing duplicate purchases. After several months and a duplication rate as much as 23%, they eventually determined that it was a time gap between when Coutts identified new titles for the PDA and when W&M sent them updates with what they had purchased in print or electronic from other sources.

In the end, they spent the $30,000 private Dean’s fund on 415 titles fairly evenly across the disciplines. About 45 titles had greater than 100 uses, and one title was used 1647 times (they think that was for a class). Despite that, they have not had to purchase a multi-user license for any title (neither has JMU), so either MyiLibrary is letting in multiple simultaneous users and not charging them, or it has not been an issue for a single user to access the titles at a time.

One thing to consider if you are looking to do patron-driven acquisitions with ebooks is the pricing. Ebooks are priced at the same rate as hardcover books, and multiple user licenses are usually 50% more. Plan to get less for the same money if you have been purchasing paperbacks.

There are pros and cons to publicizing the PDA trial during the process. In most cases, you want it to be seamless for the user, so there really isn’t much reason to tell them that they are initiating library purchases when they access the ebooks or request an interlibrary loan book. However, afterwards, it may be a good marketing tool to show how the library is working to remain relevant and spend funds on the specific needs of students/faculty.

COUNTER book reports are helpful for collection assessment, but they don’t quite match up with print use browse/circulation counts, so be careful when comparing them. Book Report 2 gives the number of successful section requests for each book, which can give you an idea of how much of the book was used, with a section being a chapter or other subdivision of a reference work.

Final thoughts: as we shift towards purchasing ebooks over print, we should be looking at revising and refining our workflow processes from selection to acquisition to assessment.

“Selectors are more fussy about the [ebook] platform than the students.” – Nancy Gibbs

CIL 2011: EBook Publishing – Practices & Challenges

Speaker: Ken Breen (EBSCO)

In 1997, ebooks were on CD-ROM and came with large paper books to explain how to use them, along with the same concerns about platforms we have today.

Current sales models involve purchase by individual libraries or consortia, patron-driven acquisition models, and subscriptions. Most of this presentation is a sales pitch for EBSCO and nothing you don’t already know.

Speaker: Leslie Lees (ebrary)

Ebrary was founded a year after NetLibrary and was acquired by ProQuest last year. They have similar models, with one slight difference: short term loans, which will be available later this spring.

With no longer a need to acquire books because they may be hard to get later, do we need to be building collections, or can we move to an on-demand model?

He thinks that platforms will move towards focusing more on access needs than on reselling content.

Speaker: Bob Nardini (Coutts)

They are working with a variety of incoming files and outputting them in any format needed by the distributors they work with, both ebook and print on demand.

A recent study found that academic libraries have significant number of overlap with their ebook and print collections.

They are working on approval plans for print and ebooks. The timing of the releases of each format can complicate things, and he thinks their model mediates that better. They are also working on interlibrary loan of ebooks and local POD.

Because they work primarily with academic libraries, they are interested in models for archiving ebooks. They are also looking into download models.

Speaker: Mike (OverDrive)

He sees the company as an advocate for libraries. Promises that there will be more DRM-free books and options for self-published authors. He recommends their resource for sharing best practices among librarians.

Questions:

What is going on with DRM and ebooks? What mechanism does your products use?

Adobe Digital Editions is the main mechanism for OverDrive. Policies are set by the publishers, so all they can do is advocate for libraries. Ebrary and NetLibrary have proprietary software to manage DRM. Publishers are willing to give DRM-free access, but not consistently, and not for their “best” content.

It is hard to get content onto devices. Can you agree on a single standard content format?

No response, except to ask if they can set prices, too.

Adobe became the de facto solutions, but it doesn’t work with all devices. Should we be looking for a better solution?

That’s why some of them are working on their own platforms and formats. ePub has helped the growth of ebook publishing, and may be the direction.

Public libraries need full support for these platforms – can you do that?

They try the best they can. OverDrive offers secondary support. They are working on front-line tech support and hope to offer it soon.

Do publishers work with all platforms or are there exclusive arrangements?

It varies.

Do you offer more than 10 pages at a time for downloads of purchased titles?

Ebrary tries to do it at the chapter level, and the same is probably true of the rest. EBSCO is asking for the right to print up to 60 pages at a time.

When will we be able to loan ebooks?

Coutts is working on ILL.

HarperCollins & the future of ebooks in libraries

I’ve been thinking about the whole debacle over the past few days, and imagining what living models would work best for libraries, publishers, and authors. I am thinking specifically of popular works, as they are a different breed and have different uses than academic works.

The problem is that we keep trying to treat ebooks like they are the same kind of scarce as paper books. They aren’t the same thing at all. The scarcity is manufactured, and unnecessarily so.

I think the best solution for popular ebooks and libraries is a subscription or lease model. Give libraries unlimited simultaneous access to ebooks. Let the libraries regulate who can access them. Charge a flat rate or per use rate or whatever will make a profit on the whole without breaking library budgets.

I realize that authors are paid based on how many volumes sold, and I will leave it up to the lawyers to determine how many subscription uses are equivalent to a sale.

The benefit to libraries is that as the popularity of titles wane, they aren’t stuck with a bunch of unwanted ebooks. The benefit for publishers is that their entire catalog, front and back, is readily available to readers, lengthening the long tail of sales.

And that’s the aspect of library books that isn’t given as much weight as it should. Granted, I am a book person, so perhaps my experience is skewed. However, there a several series and authors that I collect in hardcover now that I was introduced to through my library. I am a cheap reader, so buying in hardcover is something I reserve only for things I really enjoy and plan to hold onto for a long time. I’m not going to buy a hardcover of something unknown, particularly not at list price. I think too often publishers don’t take advantage of the marketing opportunities that libraries provide.

Edited: Wrong publisher. D’oh.

NASIG 2010: Let the Patron Drive: Purchase on Demand of E-books

Presenters: Jonathan Nabe, Southern Illinois University-Carbondale and Andrea Imre, Southern Illinois University-Carbondale

As resources have dwindled over the years, libraries want to make sure every dollar spent is going to things patrons will use. Patron-driven acquisition (PDA) means you’re only buying things that your users want.

With the Coutts MyiLibrary, they have access to over 230,000 titles from more than 100 publishers, but they’ve set up some limitations and parameters (LC class, publication year, price, readership level) to determine which titles will be made available to users for the PDA program. You can select additional title after the initial setup, so the list is constantly being revised and enhanced. And, they were able to upload their holdings to eliminate duplications.

[There are, of course, license issues that you should consider for your local use, as with any electronic resource. eBooks come with different sorts of use concerns than journals, but by now most of us are familiar with them. However, those of us in the session are blessed with a brief overview of these concerns. I recommend doing a literature study if this interests you.]

They opted for a deposit account to cover the purchases, and when a title is purchased, they add a purchase order to the bibliographic record already in the catalog. (Records for available titles in the program are added to the catalog to begin with, and titles are purchased after they have been accessed three times.)

[At this point, my attention waned even further. More interested in hearing about how it’s working for them than about the processes they use to set up and manage it, as I’m familiar with how that’s supposed to work.]

They’ve spent over $54,000 since November 2008 and purchased 470 titles (approx $115/title on average). On average, 95 pages are viewed per purchased title, which is a stat you can’t get from print. Half of the titles have been used after the initial purchase, and over 1,000 titles were accessed once or twice (prior to purchase and not enough to initiate purchase).

Social sciences and engineering/technology are the high users, with music and geography at the low end. Statistically, other librarians have pushed back against PDA more than users, and in their case, the humanities librarian decided this wasn’t a good process and withdrew those titles from the program.

During the same time period, they purchased almost 17,000 print titles, and due to outside factors that delayed purchases 77% of those titles have never circulated. Only 1% circulated more than four times. [Hard to compare the two, since ebooks may be viewed several times by one person as they refer back to it, when a print book only has the checkout stat and no way to count the number of times it is “viewed” in the same way.]

Some issues to consider:

  • DRM (digital rights management) can cause problems with using the books for classroom/course reserves. DRM also often prevents users from downloading the books to preferred portable, desktop, or other ebook readers. There are also problems with incompatible browsers or operating systems.
  • Discovery options also provide challenges. Some publishers are better than other at making their content discoverable through search tools.
  • ILL is non-existent for ebooks. We’ve solved this for ejournals, but ebooks are still a stumbling block for traditional borrowing and lending.
  • There are other ebook purchasing options, and the “big deal” may actually be more cost-effective. They provide the wide access options, but at a lower per-book cost.
  • Archival copies may not be provided, and if it is, there are issues with preservation and access that shift long-term storage from free to an undetermined cost.

ER&L 2010: E-book Management – It Sounds Serial!

Speakers: Dani L. Roach & Carolyn DeLuca

How do you define an ebook? How is it different from a print book? From another online resource? Is it like pornography – you know it when you see it? “An electronic equivalent of a distinct print title.” What about regularly updated ebooks? For the purposes of this presentation, an ebook is defined by its content, format, delivery, and fund designation.

Purchase impacts delivery and delivery impacts purchase – we need to know the platform, the publisher, the simultaneous user level, bundle options, pricing options (more than cost – includes release dates, platforms, and licensing), funding options, content, and vendor options (dealing more one-on-one with publishers). We now have multiple purchasing pots and need to budget annually for ebooks – sounds like a serial. Purchasing decisions impact collection development, including selection decisions, duplicate copies, weeding, preferences/impressions, and virtual content that requires new methods of tracking.

After you purchase an ebook bundle, then you have to figure out what you actually have. The publisher doesn’t always know, and the license doesn’t always reflect reality, and your ERMS/link resolve may not have the right information, either. Also, the publisher doesn’t always remove the older editions promptly, so you have to ask them to “weed.”

Do you use vendor-supplied MARC records or purchase OCLC record sets? Do you get vendor-neutral records, or multiple records for each source (and you will have duplicates).

Who does what? Is your binding person managing the archival process? Is circulation downloading the ebooks to readers? Is your acquisitions person ordering ebooks, or does your license manger now need to do that? How many times to library staff touch a printed book after it is cataloged and shelved? How about ebooks?

Users are already used to jumping from platform to platform – don’t let that excuse get in the way of purchasing decisions.

Ebooks that are static monographs that are one-time purchases are pretty much like print books. When ebooks become hybrids that incorporate aspects of ejournals and subscription databases, it gets complicated.

Why would a library buy an ebook rather than purchase it in a consortia setting? With print books, you can share them, so shouldn’t we want to that with ebooks? Yes, but ebooks are relatively so new that we haven’t quite figured out how to do this effectively, and consorital purchases are often too slow for title-by-title purchases.

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