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Session W235 Hot Topics Round Table: No Shelf Required

Session W235 Hot Topics Round Table: No Shelf Required. Sponsored by Booth 804. ConnectNY Ebooks. Linette Koren Engineering Librarian Rochester Institute of Technology 2013 ASEE Conference, Atlanta, GA Wednesday, June 26, 2013. Glossary. CNY Connect New York PDA / DDA

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Session W235 Hot Topics Round Table: No Shelf Required

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  1. Session W235Hot Topics Round Table: No Shelf Required Sponsored by Booth 804

  2. ConnectNY Ebooks Linette Koren Engineering Librarian Rochester Institute of Technology 2013 ASEE Conference, Atlanta, GA Wednesday, June 26, 2013

  3. Glossary • CNY • Connect New York • PDA / DDA • Patron/Demand Driven Acquisitions • Pbook • Print book • STL • Short Term Loans

  4. ConnectNY • Started in 2003 • Funded by Melon Foundation • 18 Academic Libraries • Union Catalog • Driven by Individual Catalogs • Unmediated Consortial Borrowing “ConnectNY is a consortium of independent academic institutions in New York State. The mission of ConnectNY is to share collections, leverage resources, and enhance services through cooperative initiatives and coordinated activities.”

  5. Why Ebooks? Why PDA? • Why Ebooks? • Already Succeeding Sharing Print • Coordinate Ebook Collection Development • Pool and Share Ebook Expertise • Leverage Consortial Purchasing Power • Why PDA? • Mirrors Unmediated Direct Borrowing • Print Usage Declining • “End of Academic Library Circulation?” by Will Kurt • Stretch Our Dollars

  6. The CNY Ebook Pilot (2009 – 2010) • Coutts • Purchase-Only • No Short Term Loans • 2-3 Uses Triggered a Purchase • 581 Titles Purchased • Lessons • PDA is feasible on the consortial level • Cost effective • Usage Continues

  7. Technical Challenges • Varying Expertise • Experience with ebook records • Union Catalog (INN-Reach) • Fed by each library’s catalog • Do we need 17 holding entries and URLs for each ebook?! • 1 and Only 1 Record per Title • Coding Challenges

  8. Communication Challenges • Committee Communication • Wikis, Blogs • CNY Executive Committee • Periodic Reports • CNY Stakeholders • ListServs • FAQ Developed • Troubleshooting Steps and Emails

  9. Selection Criteria • Subject Breadth • Profiling Options • Imprint Date • Publisher • Price • Subject • Easily deployable • Flexible Pricing Models • Preview Content Freely • Direct Linking • Interface • Intuitive • No additional software • ADA Accessibility • MARC Records • High Quality • Regular • Timely • Accessible Stats • Purchases “In Perpetuity”

  10. Evaluation Process • Selection Criteria Developed • List of Desired Publishers • 4 Vendors Invited for Demonstrations • Coutts • EBL • EBSCO • Ebrary • Committee Recommended…

  11. And the Winner Is… • EBL • Competitive Pricing • Short-Term Loans • Flexibility of Purchase Trigger • Unlimited Simultaneous Use • No-Fee Perpetual Access

  12. Publishers • Berghahn Books • Continnuum International • Wiley • M.E. Sharpe • McGraw Hill (UK Only) • Policy Press • SAGE (UK and India) • Cambridge UP • Edinburgh UP • New York UP • Oxford UP • Princeton UP • Stanford UP • University of Minnesota Press • UP of Florida

  13. The Profile – Ever Evolving Includes Excludes Exclude Popular Audience Level Formats: Textbooks Travel Guides Instructor’s Manuals Workbooks Non-English Series Frommer’s Dummies Cliff Notes • All Subjects • Print Imprint • Titles < $300

  14. Costs and Participation • All Libraries Participating • 1% of Materials Budget • STL • % of List Price Based on Publisher • Purchase • List Price X Consortial Multiplier • 3 STLs, 4th Use = Purchase

  15. Patron Experience • Found through catalog • Login Required • Using local authentication • Searchable Platform • Downloads Available • Adobe Digital Editions • Bluefire • Print up to 20% • Copy and Paste up to 5%

  16. Staff Experience • Reports Robust • …but require Excel/Access magic • Local PDA Profile(s) • So You Think You Can Juggle? • Cataloging • Downloading • Practice Makes Perfect

  17. Usage by Month

  18. How Are They Read? “Read” are pages read through the web browser. “Copied” are pages copied, as in “copy and paste.”

  19. Free Use vs. Paid Use “Free Use” consists of ebook viewing that does not trigger a STL or purchase; “Paid Use” consists of anything that triggers a loan or purchase.

  20. Titles Used vs. Titles Available

  21. Use of Purchased Titles Number of Libraries Using a Purchased Title

  22. Lessons Learned Challenges Success Access / Collection Balance Funding Model 1% of Materials Budgets Cooperation Sustainable? • Publisher Negotiations • Changing Landscape • Coordination and Communication • Continual Evaluation and Refinement • It’s a Trap!

  23. NY 3Rs E-book Pilot Phase 1 • 27 page report released last week • Total of 17 academic & public libraries in NYS • Used EBL as vendor • Phase 2 beginning and looking for NYS participants • http://www.ny3rs.org/wp-content/uploads/EBLWhitePaper.pdf

  24. A few things you can’t do with an eBook… A proposal for three eBook acquisition models Peter Zuber Engineering & Computer Sciences Librarian Brigham Young University

  25. ALA’s Essential Features of an eBook vendor “EBook Business Models for Public Libraries,” Digital Content & Libraries Working Group (DCWG), August, 2012 FIRST – Inclusion of all Titles “All eBook titles available for sale to the public should also be available to libraries for lending. Libraries may choose not to purchase some titles if restrictions or prices are deemed unacceptable, but withholding titles under any terms removes the library’s ability to provide the services its patrons need and expect.” • Collection Congestion – Buy all or nothing • Selective Inclusion – All does not mean all

  26. ALA’s Essential Features of an eBook vendor “EBook Business Models for Public Libraries,” Digital Content & Libraries Working Group (DCWG), August, 2012 SECOND – Enduring rights “Libraries should have an option to effectively own the eBooks they purchase, including the right to transfer them to another delivery platform and to continue to lend them indefinitely. Libraries may choose more limited options for some titles or copies, or in return for lower pricing, but they should have some option that allows for permanent, enduring access.” • Subscription Based Models • Concurrent Access options

  27. ALA’s Essential Features of an eBook vendor “EBook Business Models for Public Libraries,” Digital Content & Libraries Working Group (DCWG), August, 2012 THIRD – Integration “Libraries try to provide coherent access across all of the services they offer. To do this effectively, they need access to metadata and management tools provided by publishers or distributors to enhance the discovery of eBooks. Separate, stand-alone offerings of eBooks are likely to be marginalized, or to diminish awareness of other library offerings. Mechanisms that allow eBooks to be discovered within the library’s catalog and checked out or reserved without undue complexity are basic needs.”

  28. Acquisition Histories Vendor 1 – Collection based model • Year one (relative pricing) • Backlist for previous 3 years = 1X • Current year’s Frontlist = 8X • Year two • Frontlist = 8X • Year three • Frontlist = 9X • Usage did not justify high cost • Could not purchase individual titles • Title availability was sporadic

  29. Acquisition Histories Vendor 2 – Subscription based model • First initial years • Librarian selected title list based on $ available • Usage, Title list, MARC records all easily • determined, modified and obtained • About 550 titles, Cost = ~ $46/title • Lately • Consortial agreement • 5897 titles, Cost = ~ $6/title • Cost to extend deselected title = ~ $750/title • Some titles are not available elsewhere

  30. Acquisition Histories Vendor 3 – Back end, Demand driven model • Commit to $ amount purchased at year end • Entire Title list exposed in OPAC • Purchase at year end determined by • Usage • Cost (meeting or exceeding commitment) • Access type (single, multi, unlimited) • Issues • Vendor -> OCLC -> University records • Is title list the real title list?

  31. Proposal to Vendors for 3 Academic eBook models 1) Inclusion of all titles, 2) Enduring rights, 3) Integration Subscription based model • Vendor • Full text titles from entire or discipline-based collection • (for creative pricing, needs opportunities) • Deselect from list in predictable fashion based on • publication date • Provide MARC, RDA records • Provide institutional specific usage • Allow institution to purchase individual titles, • prior to deselection, for nominal cost. • Individually purchased titles can be purchased with • varying access. • Purchased titles can be provided through 3rd-party.

  32. Proposal to Vendors for 3 Academic eBook models 1) Inclusion of all titles, 2) Enduring rights, 3) Integration Back End, Demand Driven based model • Vendor • $ commitment up front for purchase of titles at year end • Full text and access to all titles • Provide MARC, RDA records • Provide institutional specificusage • Library makes decision on titles to acquire to meet $ • commitment • Individually purchased titles can be purchased with • varying access. • Purchased titles can be provided through 3rd-party.

  33. Proposal to Vendors for 3 Academic eBook models 1) Inclusion of all titles, 2) Enduring rights, 3) Integration Front End, Demand Driven based model • Vendor • Full text and access to all titles • Provide MARC, RDA records • Provide institutional specificusage • Expose usage algorithm to allow agreement on trigger • Provide rental option • Individually purchased titles can be purchased with • varying access. • Purchased titles can be provided through 3rd-party.

  34. Engineering Society eBooks & Archives and New Commercial Packages: Determining Consortia Adoption Julia Gelfand Applied Sciences & Engineering Librarian University of California, Irvine JGELFAND@UCI.EDU Asee – Atlanta - 26 June 2013

  35. Engineering Publishing Summary Products Sources Books & eBooks Textbooks Reference Works – multivolume sets; databases Journals & Journal Articles Conference Papers & Proceedings Technical Reports Specifications Standards Working Papers Backfiles / Archive Patents Digital Library platform Commercial Publishers Professional Societies Aggregators & Providers Governments & Public Agencies Non-profits Academic Units Private Industry

  36. Commercial vs. Society Publishing:General Conclusions Commercial Society Usually has own platform May use aggregators Receptive to consortia deals Profit incentivized Offers larger range of access & services Pricing can be negotiated May have independent platform Likely to use aggregator or alternative publishing platform More reluctant to consortia deals – price reductions Usually maintains non-profit status Pricing less negotiable

  37. Observations Every title can be categorized multiple ways – used differently (ie, can function as a textbook or reference work) Libraries respond to products differently than individual consumer Engineering content is multidisciplinary (ie, policy, environmental, hard science, clinical, computational, etc) Work is often updated & reissued with new edition

  38. Society Publishing Challenges • Size / scope of publishing program • Number of products released annually • Emphasis on journals, proceedings, & then books, standards • Competition for authors • Licensing – concerns about differences between industry and academe; global scope • Authentication • Perpetual access • Packages, individual records, on demand • Pricing – depends on size of consortia & adoption rate • Open Access • National publishing mandates (NSF, data inclusions) • DRM

  39. Common Goals of Libraries • Follow “Best Practices” in Scholarly Communication including Licensing: • Perpetual access • Ownership vs subscription models • Concurrent users • Users don’t register – honor privacy/anonymity yet still get customization if requested • Resource sharing – ILL • Reporting of usage data by individual member; via entire consortia • Front List vs archive • Scholarly Uses: Library Reserves, classroom use, course management systems • De-selection rights • Author retains rights to scholarship – can repost • Treating data • Sustainable pricing • Homogeneity of consortia • FTE for campus is different than coverage for actual interested readers/users • Multi-year acquisition • Integration with Approval Plans when treated by book vendors

  40. Big Commercial & HybridEngineering “Houses” Scale means everything – determines products, platform options, pricing, customer service – journals/books Cambridge University Press MIT Press Springer Wiley Elsevier Taylor & Francis (includes CRC Press) IEEE McGraw-Hill World Scientific IGI Nova Publishers – major front-list, spanning wide subject scope

  41. New Engineering Publishers on the Horizon Morgan & Claypool – expanding Synthesis collections NowPublishers – online Foundations & Trends journals Momentum Press – ebook line began 2008 Sage – entering subject area, began with iMECHe archive – adding books, reference works Emerald – journal list; expanding book acquisitions Scrivener Publishing – began in 2009;Wiley distribution partner for books; launched first 3 journals in 2013 Several additional international units in UK, India, China (DEStech Pubs, etc) Many traditional publishers expanding output in engineering & technology related areas, ie) green, biomedical, etc

  42. Books, Journals & Standards: Common Packages, Issues & Concerns • Books • Individual Titles or Subject Packages from book vendors, publisher direct or via aggregators • Own, subscribe, DDA options, STL • Cataloging records & discoverability • Residing platform or agnostic • Journals • Open Access – widely different models • By subscription or by article • Perpetuity • Database inclusion – fulltext or links to holdings • Discoverability • Links to data • Cost – seems to drive decisions

  43. Brief Survey Conducted, Spring 2013 Focused on 12 primary societies. 11 responses. Questions asked: • How do societies respond to serving consortia when libraries expect savings & deep discounts for participating in such memberships • Single invoice/payment • Local processing control point • Competitive renewal terms 2. In the eBook market, do you currently participate in DDA or expect to in near future – seek comments about this book buying method 3. How are societies responding to OA 4. What are the licensing issues that most concern societies? 5. What is biggest challenge in library markets?

  44. Lessons Learned: Quotes about Library Markets IEEE – “volume keeps pricing competitive; always improving platform performance” ASCE – biggest challenge is keeping up with emerging technologies and responding to members’ priorities ASME – “respond to members’ & users’ needs” AIAA – “keep pricing fair for academic markets” MRS – “still learning from different experiences” SAE – “have learned from customers’ input” SPIE – “perfecting product line to enhance search & reading experience” ACM – “realizing that customers are as different as publishers” IET – “markets are very different around the world” ASTM – “we need to make money but customer service is critical” SIAM – “keeping up with content is always a challenge”

  45. Additional Societies Critical to US Academic Libraries Most release journals but also reference works and books: American Academy of Environmental Engineers American Ceramics Society American Concrete Institute American Institute of Chemical Engineers ASM International Audio Engineering Society Institute of Industrial Engineers Institute of Transportation Engineers Society of Manufacturing Engineers Society of Petroleum Engineers American Chemical Society American Institute of Physics etc

  46. Responses to Survey • Question 1 : How do societies respond to serving consortia when libraries expect savings & deep discounts for participating in such memberships • 8/11 very interested in working with consortia; confusion about multiple memberships encourage shopping best deal; • One society had concerns that ELD would become an independent itself • Problems may exist with pricing expectations – the margins are slim, savings may not be as great as expected; institutional composition varies making pricing a challenge (11/11) • Customer service needs to be aligned to support consortia on both sides (2/11) • Threatens potential revenue that can be redirected to improving product and digital library website (7/11)

  47. Question #2 Summary 2. In the eBook market, do you currently participate in PDA/DDA or expect to in near future? Only one respondent currently engaged in DDA; but others are looking to commercial publishers to understand impact Every respondent understood trend May be more interested in Short Term Loans (STL) – see that as fast growing segment in eBook sales All indicated that they are being courted by eBook aggregators Experimenting with subject based packages

  48. Question #3 Summary 3. How are societies responding to OA • Societies with Journal lists are increasingly discussing this – also regarding conference papers/proceedings • 4/11 respondents are well aware of campus initiatives to subsidize Open Access funding requirements • 6/11 reminded me of value-added components publishers contribute to work • 4/11 mentioned concern about users depending on Google or Google Scholar as first search choice

  49. Question #4 Summary 4. What are the licensing issues that most concern societies? No real consensus but following issues raised: Indemnification Access to industry via academic channels - concerns about authentication and public institutions being open door to walk-in users Mobile optimization – another expense Embargos for database access

  50. Question #5 Summary What is the biggest challenge in serving library markets? Relationship of membership and library subscription usage – declining membership in zip code ranges demonstrate greater use at nearby institutions Little new money to invest in new products Stakeholders (Boards/officers) appear convinced that libraries have more money than they claim Editors not always aware of library concerns – part of ongoing education process Impact factor should influence adoption but does not seem to always follow Concern how usage dictates adoption Conflicted about just in time vs just in case – anticipating needs of students Seeing increases in individual document supply, even from subscribing institutions – worried about how libraries promote products

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