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.

social & scholarly communications, mixing it up

Scientific publisher Springer has been doing several things lately that make me sit up and pay attention. Providing DRM-free PDF files of their ebooks is one, and now I see they are providing rather useful bits of scholarly information in a rather social media format.

Springer Realtime gives currently trending topics and downloads for content they are serving out to subscribers around the world. The only thing that’s missing is a way to embed these nifty widgets elsewhere, like on subject guide pages.

NASIG 2010 reflections

When I was booking my flights and sending in my registration during the snow storms earlier this year, Palm Springs sounded like a dream. Sunny, warm, dry — all the things that Richmond was not. This would also be my first visit to Southern California, so I may be excused for my ignorance of the reality, and more specifically, the reality in early June. Palm Springs was indeed sunny, but not as dry and far hotter than I expected.

Despite the weather, or perhaps because of the weather, NASIGers came together for one of the best conferences we’ve had in recent years. All of the sessions were held in rooms that emptied out into the same common area, which also held the coffee and snacks during breaks. The place was constantly buzzing with conversations between sessions, and many folks hung back in the rooms, chatting with their neighbors about the session topics. Not many were eager to skip the sessions and the conversations in favor of drinks/books by the pools, particularly when temperatures peaked over 100°F by noon and stayed up there until well after dark.

As always, it was wonderful to spend time with colleagues from all over the country (and elsewhere) that I see once a year, at best. I’ve been attending NASIG since I was a wee serials librarian in 2002, and this conference/organization has been hugely instrumental in my growth as a librarian. Being there again this year felt like a combination of family reunion and summer camp. At one point, I choked up a little over how much I love being with all of them, and how much I was going to miss them until we come together again next year.

I’ve already blogged about the sessions I attended, so I won’t go into those details so much here. However, there were a few things that stood out to me and came up several times in conversations over the weekend.

One of the big things is a general trend towards publishers handling subscriptions directly, and in some cases, refusing to work with subscription agents. This is more prevalent in the electronic journal subscription world than in print, but that distinction is less significant now that so many libraries are moving to online-only subscriptions. I heard several librarians express concern over the potential increase in their workload if we go back to the era of ordering directly from hundreds of publishers rather than from one (or a handful) of subscription agents.

And then there’s the issue of invoicing. Electronic invoices that dump directly into a library acquisition system have been the industry standard with subscription agents for a long time, but few (and I can’t think of any) publishers are set up to deliver invoices to libraries using this method. In fact, my assistant who processes invoices must manually enter each line item of a large invoice of one of our collections of electronic subscriptions every year, since this publisher refuses to invoice through our agent (or will do so in a way that increases our fees to the point that my assistant would rather just do it himself). I’m not talking about mom & pop society publisher — this is one of the major players. If they aren’t doing EDI, then it’s understandable that librarians are concerned about other publishers following suit.

Related to this, JSTOR and UC Press, along with several other society and small press publishers have announced a new partnership that will allow those publishers to distribute their electronic journals on the JSTOR platform, from issue one to the current. JSTOR will handle all the hosting, payments, and library technical support, leaving the publishers to focus on generating the content. Here’s the kicker: JSTOR will also be handling billing for print subscriptions of these titles.

That’s right – JSTOR is taking on the role of subscription agent for a certain subset of publishers. They say, of course, that they will continue to accept orders through existing agents, but if libraries and consortia are offered discounts for going directly to JSTOR, with whom they are already used to working directly for the archive collections, then eventually there will be little incentive to use a traditional subscription agent for titles from these publishers. On the one hand, I’m pleased to see some competition emerging in this aspect of the serials industry, particularly as the number of players has been shrinking in recent years, but on the other hand I worry about the future of traditional agents.

In addition to the big picture topics addressed above, I picked up a few ideas to add to my future projects list:

  • Evaluate the “one-click” rankings for our link resolver and bump publisher sites up on the list. These sources “count” more when I’m doing statistical reports, and right now I’m seeing that our aggregator databases garner more article downloads than from the sources we pay for specifically. If this doesn’t improve the stats, then maybe we need to consider whether or not access via the aggregator is sufficient. Sometimes the publisher site interface is a deterrent for users.
  • Assess the information I currently provide to liaisons regarding our subscriptions and discuss with them what additional data I could incorporate to make the reports more helpful in making collection development decisions. Related to this is my ongoing project of simplifying the export/import process of getting acquisitions data from our ILS and into our ERMS for cost per use reports. Once I’m not having to do that manually, I can use that time/energy to add more value to the reports.
  • Do an inventory of our holdings in our ERMS to make sure that we have turned on everything that should be turned on and nothing that shouldn’t. I plan to start with the publishers that are KBART participants and move on from there (and yes, Jason Price, I will be sure to push for KBART compliance from those who are not already in the program).
  • Begin documenting and sharing workflow, SQL, and anything else that might help other electronic resource librarians who use our ILS or our ERMS, and make myself available as a resource. This stood out to me during the user group meeting for our ERMS, where I and a handful of others were the experts of the group, and by no means do I feel like an expert, but clearly there are quite a few people who could learn from my experience the way I learned from others before me.

I’m probably forgetting something, but I think those are big enough to keep me busy for quite a while.

If you managed to make it this far, thanks for letting me yammer on. To everyone who attended this year and everyone who couldn’t, I hope to see you next year in St. Louis!

NASIG 2010: Publishing 2.0: How the Internet Changes Publications in Society

Presenter: Kent Anderson, JBJS, Inc

Medicine 0.1: in dealing with the influenza outbreak of 1837, a physician administered leeches to the chest, James’s powder, and mucilaginous drinks, and it worked (much like take two aspirin and call in the morning). All of this was written up in a medical journal as a way to share information with peers. Journals have been the primary source of communicating scholarship, but what the journal is has become more abstract with the addition of non-text content and metadata. Add in indexes and other portals to access the information, and readers have changed the way they access and share information in journals. “Non-linear” access of information is increasing exponentially.

Even as technology made publishing easier and more widespread, it was still producers delivering content to consumers. But, with the advent of Web 2.0 tools, consumers now have tools that in many cases are more nimble and accessible than the communication tools that producers are using.

Web 1.0 was a destination. Documents simply moved to a new home, and “going online” was a process separate from anything else you did. However, as broadband access increases, the web becomes more pervasive and less a destination. The web becomes a platform that brings people, not documents, online to share information, consume information, and use it like any other tool.

Heterarchy: a system of organization replete with overlap, multiplicity, mixed ascendandacy and/or divergent but coextistent patterns of relation

Apomediation: mediation by agents not interposed between users and resources, who stand by to guide a consumer to high quality information without a role in the acquisition of the resources (i.e. Amazon product reviewers)

NEJM uses terms by users to add related searches to article search results. They also bump popular articles from searches up in the results as more people click on them. These tools improved their search results and reputation, all by using the people power of experts. In addition, they created a series of “results in” publications that highlight the popular articles.

It took a little over a year to get to a million Twitter authors, and about 600 years to get to the same number of book authors. And, these are literate, savvy users. Twitter & Facebook count for 1.45 million views of the New York Times (and this is a number from several years ago) — imagine what it can do for your scholarly publication. Oh, and NYT has a social media editor now.

Blogs are growing four times as fast as traditional media. The top ten media sites include blogs and the traditional media sources use blogs now as well. Blogs can be diverse or narrow, their coverage varies (and does not have to be immediate), they are verifiably accurate, and they are interactive. Blogs level that media playing field, in part by watching the watchdogs. Blogs tend to investigate more than the mainstream media.

It took AOL five times as long to get to twenty million users than it did for the iPhone. Consumers are increasingly adding “toys” to their collection of ways to get to digital/online content. When the NEJM went on the Kindle, more than just physicians subscribed. Getting content into easy to access places and on the “toys” that consumers use will increase your reach.

Print digests are struggling because they teeter on the brink of the daily divide. Why wait for the news to get stale, collected, and delivered a week/month/quarter/year later? People are transforming. Our audiences don’t think of information as analogue, delayed, isolated, tethered, etc. It has to evolve to something digital, immediate, integrated, and mobile.

From the Q&A session:

The article container will be here for a long time. Academics use the HTML version of the article, but the PDF (static) version is their security blanket and archival copy.

Where does the library as source of funds when the focus is more on the end users? Publishers are looking for other sources of income as library budgets are decreasing (i.e. Kindle, product differentiation, etc.). They are looking to other purchasing centers at institutions.

How do publishers establish the cost of these 2.0 products? It’s essentially what the market will bear, with some adjustments. Sustainability is a grim perspective. Flourishing is much more positive, and not necessarily any less realistic. Equity is not a concept that comes into pricing.

The people who bring the tremendous flow of information under control (i.e. offer filters) will be successful. One of our tasks is to make filters to help our users manage the flow of information.

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.

NASIG 2010: It’s Time to Join Forces: New Approaches and Models that Support Sustainable Scholarship

Presenters: David Fritsch, JSTOR and Rachel Lee, University of California Press

JSTOR has started working with several university press and other small scholarly publishers to develop sustainable options.

UC Press is one of the largest university press in the US (36 journals in the humanities, biological & social sciences), publishing both UC titles and society titles. Their prices range from $97-422 for annual subscriptions, and they are SHERPA Green. One of the challenges they face on their own platform is keeping up with libraries expectations.

ITHAKA is a merger of JSTOR, ITHAKA, Portico, and Alkula, so JSTOR is now a service rather than a separate company. Most everyone here knows what the JSTOR product/service is, and that hasn’t changed much with the merger.

Scholar’s use of information is moving online, and if it’s not online, they’ll use a different resource, even if it’s not as good. And, if things aren’t discoverable by Google, they are often overlooked. More complex content is emerging, including multimedia and user-generated content. Mergers and acquisitions in publishing are consolidating content under a few umbrellas, and this threatens smaller publishers and university presses that can’t keep up with the costs on a smaller scale.

The serials crisis has impacted smaller presses more than larger ones. Despite good relationships with societies, it is difficult to retain popular society publications when larger publishers can offer them more. It’s also harder to offer the deep discounts expected by libraries in consortial arrangements. University presses and small publishers are in danger of becoming the publisher of last resort.

UC Press and JSTOR have had a long relationship, with JSTOR providing long-term archiving that UC Press could not have afforded to maintain on their own. Not all of the titles are included (only 22), but they are the most popular. They’ve also participated in Portico. JSTOR is also partnering with 18 other publishers that are mission-driven rather than profit-driven, with experience at balancing the needs of academia and publishing.

By partnering with JSTOR for their new content, UC Press will be able to take advantage of the expanded digital platform, sales teams, customer service, and seamless access to both archive and current content. There are some risks, including the potential loss of identity, autonomy, and direct communication with libraries. And then there is the bureaucracy of working within a larger company.

The Current Scholarship Program seeks to provide a solution to the problems outlined above that university presses and small scholarly publishers are facing. The shared technology platform, Portico preservation, sustainable business model, and administrative services potentially free up these small publishers to focus on generating high-quality content and furthering their scholarly communication missions.

Libraries will be able to purchase current subscriptions either through their agents or JSTOR (who will not be charging a service fee). However, archive content will be purchased directly from JSTOR. JSTOR will handle all of the licensing, and current JSTOR subscribers will simply have a rider adding title to their existing licenses. For libraries that purchase JSTOR collections through consortia arrangements, it will be possible to add title by title subscriptions without going through the consortia if a consortia agreement doesn’t make sense for purchase decisions. They will be offering both single-title purchases and collections, with the latter being more useful for large libraries, consortia, and those who want current content for titles in their JSTOR collections.

They still don’t know what they will do about post-cancellation access. Big red flag here for potential early adopters, but hopefully this will be sorted out before the program really kicks in.

Benefits for libraries: reasonable pricing, more efficient discovery, single license, and meaningful COUNTER-compliant statistics for the full run of a title. Renewal subscriptions will maintain access to what they have already, and new subscriptions will come with access to the first online year provided by the publisher, which may not be volume one, but certainly as comprehensive as what most publishers offer now.

UC Press plans to start transitioning in January 2011. New orders, claims, etc. will be handled by JSTOR (including print subscriptions), but UC Press will be setting their own prices. Their platform, Caliber, will remain open until June 30, 2011, but after that content will be only on the JSTOR platform. UC Press expects to move to online-only in the next few years, particularly as the number of print subscriptions are dwindling to the point where it is cost-prohibitive to produce the print issues.

There is some interest from the publishers to add monographic content as well, but JSTOR isn’t ready to do that yet. They will need to develop some significant infrastructure in order to handle the order processing of monographs.

Some in the audience are concerned that the cost of developing platform enhancements and other tools, mostly that these costs will be passed on in subscription prices. They will be, to a certain extent, only in that the publishers will be contributing to the developments and they set the prices, but because it is a shared system, the costs will be spread out and likely impact libraries no more than they have already.

One big challenge all will face is unlearning the mindset that JSTOR is only archive content and not current content.

April & May reading

More fiction this time, which I mostly read in April, but I was too lazy to write this up until now.

Zoe’s Tale by John Scalzi is mainly a retelling of the events of The Last Colony, but from Zoe’s perspective. It felt like Scalzi wanted to give a different first-person perspective of the events, as well as filling in the gaps when the protagonist of TLC was not present to witness things. I liked it, but not as much as the trilogy.

Cat of the Century by Rita Mae Brown is the latest in the Sneaky Pie series, and possibly the most disappointing. When she’s not using the characters to be the mouthpiece of her political views, she’s writing vapid and uninteresting narrative. I keep hoping she’ll stop writing this series so I stop feeling compelled to read it, but a note at the end of the book indicates there’s at least one more on the way. I was smart this time and borrowed the book from the library rather than adding it to my hardcover collection as I have done with the previous books in the series.

Heaven – Season Five: War by Mur Lafferty is a podiobook that is responsible for making my gym visits over the past six months much more tolerable, although even that wasn’t enough to keep me going regularly through the holidays. However, I managed to kick start my workout routine again, and with that, finish listening to the book. This is the finale of Lafferty’s metaphysical spec fic series, and while I am sad that it has ended, it was satisfying enough.

Outliers by Malcolm Gladwell was my workplace’s book group selection for the spring. I don’t think anyone should take this book too seriously, as he tends to find facts to fit his theories and ignores or discounts facts that go against them, but he does make some thought-provoking points about the outside forces that determine if someone is “successful” by his definition of success. I would be interested in seeing some authoritative social science research on the factors he identifies.

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.

ER&L 2010: Step Right Up! Planning, Pitfalls, and Performance of an E-Resources Fair

Speakers: Noelle Marie Egan & Nancy G. Eagan

This got started because they had some vendors come in to demonstrate their resources. Elsevier offered to do a demo for students with food. The library saw that several good resources were being under-used, so they decided to try to put together an eresources demo with Elsevier and others. It was also a good opportunity to get usability feedback about the new website.

They decided to have ten tables total, representing the whole fair. They polled the reference librarians to get suggestions for who to invite, and they ended up with resources that crossed most of the major disciplines at the school. The fair was held in a high-traffic location of the library (so that they could get walk-in participation) and publicized in the student paper, posted it in the blog, and the librarians shared it on Facebook with student and faculty friends.

They had a raffle to gather information about the participants, and in the end, they had 64 undergraduates, 19 graduates, 6 faculty, 5 staff, and 2 alumni attend the fair over the four hours. By having the users fill out the raffle information, they were able to interact with library staff in a different way that wasn’t just about them coming for information or help.

After the fair, they looked at the sessions and searches of the resources that were represented at the fair, and compared the monthly stats from the previous year. However, there is no way to determine whether the fair had a direct impact on increases (and the few decreases).

In and of itself, the event created publicity for the library. And, because it was free (minus staff time), they don’t really need to provide solid support for the success (or failure) of the event.

Some of the vendors didn’t take it seriously and showed up late. They thought that it was a waste of their time to talk about only the resources the library already purchases, rather than pushing new sales, and it’s doubtful those vendors will be invited back. It may be better to try to schedule it around the time of your state library conference, if that happens nearby, so the vendors may already be close and not making a special trip.

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