1. Purchasing E-books Sue Polanka Wright State University Libraries No Shelf Required

2. 66 %of u.s. public libraries offer eBooks Source: ALA Office for Research and Statistics

3. 7 %eReader downloads from libraries Source: BISG Report

4. 32 %Americans who say library lending is an important eReader feature Source: 2011 PWC Report, Turning the page: the future of eBooks

5. 71 % compound annual growth rate of ebooks in libraries, 2002 - 2009 Source: LJ Ebook Research Report

6. 200 %increase in eBook downloads 2009 to 2010 Source: OverDrive

7. 80 % by 2020 estimated academic library budget allocated for electronic content Source: US Dept of Education, NCES, Academic Libraries Survey, 1998-2008

8. eBook Tipping Point Slide courtesy of James Michalko, OCLC

10. Topics of Conversation eBook Types Business Models and Licensing Publishers and Aggregators Consortial Purchasing Selecting Content Evaluating Vendors Budgeting Barriers to Access

11. eBook Types Downloadable Check out Download to personal reader/device One user eBooks/audiobooks Variety of formats View Only Online eBooks Web based Multiple users Reference, academic, some children’s/classroom Html, PDF, text

12. EBL OverDrive eBooks on EBSCOhost ebrary Ingram MyiLibrary

13. Business Models & Licensing One Book-One User/Checkout Multi-User Unlimited Use Collections Subscriptions Patron Driven Short-Term Loan Access Fees

14. Patron Driven Acquisition Libraries select titles MARC records in catalog Use of book triggers purchase Various trigger/price points Guaranteed use of purchased content Still need balanced collection

15. Short Term Loan 1, 2, 3, 7, 14, 30 day loans Cost saving strategy ILL alternative More content Nothing owned Accountability – You spent how much on what?

16. Buying from Publishers +’s Get content direct More stable title list One platform Search across content type Features enhance content More room for negotiations

17. Buying from Publishers +’s Get content direct One platform Search across content type Features enhance content More stable title list More room for negotiations -’s Multiple license agreements, one for each publisher Lots of E-management Multiple platforms Not an option for trade titles

18. Buying from Aggregators +’s Many publishers, one platform Improves visibility of smaller publishers & collections One license agreement Integrated into distribution systems and approval plans CD services offered Discovery

19. Buying from Aggregators +’s Many publishers, one platform Improves visibility of smaller publishers & collections One license agreement Integrated into distribution systems and approval plans CD services offered Discovery -’s Not all publisher content released Delays in release or embargoes Pricing/licensing established by publishers, not much room for negotiation Limits on size of consortia Steep access fees Who archives content?

20. Consortial Purchasing Challenges Publishers don’t necessarily want shared access Individual libraries = individual needs Less control Platform preference “Cafeteria” plans Approval plans & PDA Negotiating the multiplier Larger queues for popular titles

21. Selecting Content Subscribe to a product Purchase subject collections Title by title – must like spreadsheets Patron driven selection CD Teams – library or consortia CD services from aggregators Custom lists Collections

22. Evaluating Vendors Find your content first Evaluation Matrix - http://bit.ly/f0z7UP Content Business Models User Interface DRM/restrictions Statistics/Use Data Support

23. Sample Evaluation Matrix Chart courtesy of University of California Irvine Libraries

24. Budgeting What is the best practice? Reallocate existing funds List Cost vs. Discount Weigh costs of purchase vs. lease Sustainable models Short-term Loan vs. ILL Access Fees and ongoing costs? Pilot projects

25. Barriers to Access Cost Licensing MARC records Metadata Archiving Accessibility Restrictive DRM Devices Formats Loading/lending

26. libraryrenewal.org

27. Archiving/Perpetual Access Who has responsibility? Portico eBook archiving Cost for libraries Trigger events for aggregators not the same as trigger events for publishers Not a U.S. only solution

28. A Proposed Solution Goal: To build a model where libraries can continue to access purchased ebook content in meaningful and useful ways. Means: An alliance between Publishers, Aggregators, Libraries. End: Practical solution providing ongoing access to purchased content through recognized alternative platforms. Library Archive Registry Aggregator Publisher Slide courtesy of Kari Paulson, EBL

29. Accessibility Some eBooks are not accessible Most eReaders are not accessible HTML is the most accessible format DAISY de facto accessible eBook standard EPUB 2.1 Charter PDF – marked up, headings, structural elements

30. Publishers Budgets Archiving Consortia Devices ILL Licensing Patron Driven eBooks Access Platforms DRM Accessibility Aggregators Libraries Formats Downloads

31. Keeping Up? No Shelf Required – www.noshelfrequired.com Teleread – www.teleread.org Resource Shelf – www.resourceshelf.com eBooknewser - www.mediabistro.com/ebooknewser/ The Digital Reader - www.the-digital-reader.com/ Go-to-hellman - go-to-hellman.blogspot.com ALA TechSource blog - www.alatechsource.org/blog LJ/SLJ ebook Summit - @LJSLJebookSummt

32. Recommended Resources E-books and Libraries: A Stream of Concerns by Meredith Farkas - http://bit.ly/e2Sjks COSLA Report (public libraries)– www.cosla.org Collection Management, 2010, Volume 35, Issues 3 & 4 No Shelf Required: E-books in Libraries, ALA Editions, 2011 No Shelf Required II: The Use and Management of E-books, ALA Editions, Forthcoming

33. Thanks to the following librarians for their insight on public library ebook purchasing Kathleen Sullivan and Ross McLachlan, Phoenix PL Wright Rix, Santa Monica PL Lisa Neal Shaw, Presque Isle, Maine Randy McDevitt-Parks, Oakland PL James Jackson Sanborn, Maine InfoNet

34. Questions? sue.polanka@ wright.edu Twitter @spolanka noshelfrequired.com