Ray Lonsdale Department of Information Studies, University of Wales Aberystwyth Chris Armstrong

1. Establishing a National Strategy for the Provision and Use of e-Books in UK Academic Libraries Ray Lonsdale Department of Information Studies, University of Wales Aberystwyth Chris Armstrong Centre for Information Quality Management, Aberystwyth

2. Aim and Structure of Presentation Aim To describe the development and implementation of a UK national strategy to facilitate the provision and exploitation of e-books within the academic community.

3. Aim and Structure of Presentation Aim To describe the development and implementation of a UK national strategy to facilitate the provision and exploitation of e-books within the academic community. Structure • Genesis of a national strategy • Achieving critical mass of available e-books • Facilitating access and use

4. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK

5. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK • Dearth of e-book publishing in UK

6. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK • Dearth of e-book publishing in UK • Digitisation of printed books

7. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK • Dearth of e-book publishing in UK • Digitisation of printed books • CD-ROM format transcended by online publishing, emergence of e-book readers

8. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK • Dearth of e-book publishing in UK • Digitisation of printed books • CD-ROM format transcended by online publishing, emergence of e-book readers • Major collection management issues

9. Early Research: Provision of e-Monographs & Textbooks inUK • 1998 - 1st national study in the UK • Dearth of e-book publishing in UK • Digitisation of printed books • CD-ROM format transcended by online publishing, emergence of e-book readers • Major collection management issues • Need for a national strategy to develop publishing in UK

10. Joint Information Systems Committee (JISC) JISC promotes the innovative application and use of information systems and ICT in Further and Higher Education in the UK

11. Joint Information Systems Committee (JISC) JISC promotes the innovative application and use of information systems and ICT in Further and Higher Education in the UK • Networking infrastructure • Catalyst to e-resource production • Facilitates provision and use of e-resources within education sectors

12. Joint Information Systems Committee (JISC) JISC promotes the innovative application and use of information systems and ICT in Further and Higher Education in the UK • Networking infrastructure • Catalyst to e-resource production • Facilitates provision and use of e-resources within education sectors • Collection development strategy

13. JISC e-Books Working Group • National body created in 2001 • Comprising Higher & Further Education Library & Academic Staff, Publishers, British Library, Publishers Association, JISC Representative & Collection Development Officer

14. JISC e-Books Working Group • Remit • Facilitate the establishment of a critical mass of e-books easily accessible to the education sectors • Improve access to, and use of, the format within institutions

15. Facilitating a Critical Mass • Analysis of the e-book publishing sector

16. Facilitating a Critical Mass • Analysis of the e-book publishing sector • Acquisitions Programme • National agreements in place • Early English Books Online • Oxford Reference Online • Xreferplus • Wiley Interscience e-reference work

17. Facilitating a Critical Mass • Analysis of the e-book publishing sector • Acquisitions Programme • National agreements in place • Early English Books Online • Oxford Reference Online • Xreferplus • Wiley Interscience e-reference work • Future developments • 15 publishers and aggregators

18. Facilitating a Critical Mass Mapping the Market Study

19. Facilitating a Critical Mass Mapping the Market Study • Objectives: • Identify requirements for individual disciplines and education sectors • Ascertain feelings about licensing and pricing

20. Facilitating a Critical Mass Mapping the Market Study • Objectives: • Identify requirements for individual disciplines and education sectors • Ascertain feelings about licensing and pricing • Look at perceptions of ILS staff about e-books • Explore attitudes towards e-books within institutions • Examine collection management issues associated with the format

21. Facilitating a Critical Mass:Mapping the Market Study • Methodology • Qualitative study • Data collection methods • 10 Focus groups (69 institutions) • Business & Management; Engineering; Medicine and Health; plus Further Education • With added value seminars

22. Facilitating a Critical Mass:Mapping the Market Study • Preferred types of e-book for specific disciplines and FE • Textbooks, reference works, monographs & grey literature

23. Facilitating a Critical Mass:Mapping the Market Study • Preferred types of e-book for specific disciplines and FE • Textbooks, reference works, monographs & grey literature • Preferred formats • PDF v HTML v Other: Handhelds

24. Facilitating a Critical Mass:Mapping the Market Study • Preferred types of e-book for specific disciplines and FE • Textbooks, reference works, monographs & grey literature • Preferred formats • PDF v HTML v Other: Handhelds • Opinions on licensing and pricing models • Proliferation of licensing & costing models • Need for model licence

25. Facilitating a Critical Mass • Dissemination of findings to publishers

26. Facilitating a Critical Mass • Dissemination of findings to publishers • Informing the creation of a model licence

27. Facilitating a Critical Mass • Dissemination of findings to publishers • Informing the creation of a model licence • Mapping Study 2 • Extending subject coverage • Drilling down to required publishers / titles

28. Facilitating a Critical Mass • Dissemination of findings to publishers • Informing the creation of a model licence • Mapping Study 2 • Extending subject coverage • Drilling down to required publishers / titles • Other research

29. JISC E-Books Working Group: Remit • Facilitate the establishment of a critical mass of e-books easily accessible to the education sectors

30. JISC E-Books Working Group: Remit • Facilitate the establishment of a critical mass of e-books easily accessible to the education sectors • Improve access to, and use of, the medium within institutions

31. Improve Access to, and Use of, e-Books: Studies • JUSTEIS • Demonstrates low awareness and use of electronic resources in Further and Higher Education

32. Improve Access to, and Use of, e-Books: Studies • Bibliographical Access Study • Continuing research since initial (1998) study • Funded by other bodies but • Influenced both the remit and the activities of the Working Group

33. Improve Access to, and Use of, e-Books: Studies • Bibliographical Access Study • Continuing research since initial (1998) study • Funded by other bodies but • Influenced both the remit and the activities of the Working Group • Bibliographical deficiencies

34. Improve Access to, and Use of, e-Books: Studies • Bibliographical Access Study Difficulties experienced by libraries: • No single source of bibliographic information • No one source for all subjects • e-Books not on the bibliographic databases that are used for ordering books • No equivalent to Global Books in Print • Not yet listed as alternatives to print books

35. Improve Access to, and Use of, e-Books: Studies • Bibliographical Access Study • Continuing research since initial (1998) study • Funded by other bodies but • Influenced both the remit and the activities of the Working Group • Bibliographical deficiencies • Map of Bibliographical Sources

36. Improve Access to, and Use of, e-Books: Studies • Bibliographical Access Study • Continuing research since initial (1998) study • Funded by other bodies but • Influenced both the remit and the activities of the Working Group • Bibliographical deficiencies • Map of Bibliographical Sources • UK Legal Deposit legislation

37. Improve Access to, and Use of, e-Books: Studies • e-Book Working Group also commissioned research 4 national projects commissioned since 2002

38. Improve Access to, and Use of, e-Books: Studies • Mapping the Market Study • Perceptions of ILS staff and users about e-books • Advantages, disadvantages, status

39. Improve Access to, and Use of, e-Books: Studies • Mapping the Market Study • Perceptions of ILS staff and users about e-books • Advantages, disadvantages, status • Collection management issues • Bibliographic issues • Selection and acquisition • Modes of Access • Promotion • Evaluation

40. Improve Access to, and Use of, e-Books: Studies • Promoting the Uptake of Electronic Books in Higher and Further Education Gold Leaf Consultancy • Remit: To look at issues surrounding the uptake of e-books, including promotion by publishers, access, bibliographic control • Reporting in September 2003

41. Improve Access to, and Use of, e-Books: Studies • Strategy for Electronic Textbooks in UK Further and Higher Education Educations for Change, Centre for Publishing Studies, & University of Stirling • Remit: Analyse the textbook market – with particular regard to business models, identify barriers to uptake and ways to overcome barriers • Reporting September 2003

42. Improve Access to, and Use of, e-Books: Studies • Investigation into Free e-Books Oxford Text Archive, Arts and Humanities Data Service • Remit: Examine the availability of, and user needs for, free e-books, and explore the extent to which existing free e-books can be re-purposed for Further and Higher Education • Reporting September 2003

43. Improve Access to, and Use of, e-Books: Studies • Major national seminar to inform the communities • Publishers; and academics and librarians in FE and HE • Autumn 2003

44. Conclusion • Achievements: the Group has: • informed and publicised e-books

45. Conclusion • Achievements: the Group has: • informed and publicised e-books • established a forum for communication between all parties

46. Conclusion • Achievements: the Group has: • informed and publicised e-books • established a forum for communication between all parties • helped facilitate a critical mass of e-books

47. Conclusion • Achievements: the Group has: • informed and publicised e-books • established a forum for communication between all parties • helped facilitate a critical mass of e-books • developed a licensing model

48. Conclusion • Achievements: the Group has: • informed and publicised e-books • established a forum for communication between all parties • helped facilitate a critical mass of e-books • developed a licensing model • Identified and addressed issues of concern in management of e-book collections

49. Conclusion • Achievements: the Group has: • informed and publicised e-books • established a forum for communication between all parties • helped facilitate a critical mass of e-books • developed a licensing model • Identified and addressed issues of concern in management of e-book collections • started to forge international links

50. And Finally… • Have other countries established similar strategies to enhance publishing of e-books? • Can national strategies influence collection management policy issues? • Do they impact positively on provision and use of e-books?