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Ever Evolving Ebooks
SANLiC Keynote 2013-05
Jason Price, PhD
Interim Director, Claremont Colleges Library
E-resource Consultant, Statewide Calif Electronic Lib
Consortium
My Background
Researcher & Teacher 1994-2003
Ecology & Evolution PhD
Masters in Library Science
Library & consortium 2004-2013
Claremont Colleges Library – 7500 FTE
Statewide California Electronic Library Consortium
100 private academic & research institutions
E-resource Analyst / Consultant
FMI/Papers & Slides
http://visualcv.com/lpq4t1s
Panorama of Ever Evolving
Ebooks
Discoverability
E-book Platform Characteristics
Acquisition Model highlights
Impact on scholarly communication
Digital rights management (DRM)
ILL & Consortial Sharing
One potential vision of the future
Preferred formats for scholarly
monograph use (2013 Claremont Local
Ithaka Faculty Survey)
Portrait of Discoverability:
Ebooks exist in a maze with many dead
ends
http://www.geograph.org.uk/photo/492940
2013 Claremont Local Ithaka Faculty Survey:
Where do you start your academic research?
Claremont Colleges Library
http://claremont.summon.serialssolutions.com/ Try it
out!
A Google alternative?
What’s missing?
Discovery
tool…
Claremont Colleges Library
Definitions!
E-Reference…
Does the library have them? Yes, but you have to go to a silo…
E-reference Silos…
Discovery: Librarian Role 1
Work with vendors to ensure e-reference content is
discoverable (if we are to continue to spend money
on it)
Known
item
search…
Chapter link –
Freely Available
Link to purchase
book from
publisher
Link to Google
books preview
Links to
purchase book
from Amazon
Another known item
search…
Claremont Colleges Library
No ebook?!?
Claremont Colleges Library
Discovery within a book… and from a book(?)
Claremont Colleges Library
The (e)book access
maze…
X
X
X
X
???
X
Discovery: Librarian Role 2
Ebook usability is not just about aggregator and
publisher platforms…
They’ve got to find the book first!
Can’t continue to depend (solely on the OPAC)
Libraries & Librarians need to invest in simplifying the
ebook maze that confronts researchers
Eliminate dead ends
Reduce redundant links
Encourage through instruction until it works well enough
that they can do it on their own
Portrait of future ebook
discoverability?
http://www.flickr.com/photos/tojosan/181248771/
General Platform characteristics
Aspect Publisher Aggregator
Simultaneous use (+) Common (-) Varies
Chapter PDF download (+) Easy/Unrestricted (-) Difficult/Restricted
Book PDF Download (-) Not possible (-) Only w/ DRM
software
Discoverability (-) Limited from outside (-) Limited from outside
Content
archive/portability
(-) Limited (-) Very limited
Full text search (-) Limited (+) Sophisticated
Interface sophistication (-) Lower (+) Higher
Title by title purchasing (-) Unavailable / Difficult (+) ‘Seamless’
Content coverage (-) Narrow but growing (+) Broad but patchy
‘Portrait’ of Platform Coverage, then &
now
http://goo.gl/aFPUX
Key aggregator platform
characteristics
Characteristic EBL Ebrary Ebsc
o
MyILibrar
y
Unlimited Download of
purchased book chapters
N N N N
Affordable simultaneous use Y N N N
Has subscribed collection N Y Y N
Demand Driven Acquisition Y Y Y Y
Short term lease program Y Y ? ?
Librarian role: aggregator
platforms
Create sophisticated title by title platform purchasing
preferences for your library
Based on digital rights restrictions
Publisher before Aggregator
Based on simultaneous use
EBL* before Ebrary, Ebsco, or MyILibrary
Based on critical mass through subscribed collections
Ebrary and Ebsco before EBL* or MyILibrary
FMI: Platform Choice: Policies & Perspectives
http://dx.doi.org/10.5703/1288284314947
Portrait of 5 acquisition model dimensions
Platform: Aggregator vs. Publisher
Selection type: Library selected vs. Agent profiled vs.
PDA vs. Publisher collection
Unit: Individual vs. Fixed package vs. Variable package
Duration of access: Ownership vs. Annual Lease vs.
Short Term Lease vs. Chapter Pay Per
View
Simultaneous users: One, Three, Unlimited, Non-
Linear Lending
http://en.wikipedia.org/wiki/File:4dSphere.jpg
Acquisition model highlights
(1)
The case for
aggregator subscription collections
Subscription cost less than a penny on the
dollar per year!
Subscribable Ebrary Ebooks = 77,482
purchase price 51,960,186 R (single-user price)
± 30 R/FTE… so for 15000 fte = 450000 R/year
% of list price per year = 0.87% (multi-user price)
Years to buy = 100+ years!
Ebsco subscription pricing is similar…
If you are investing in aggregator ebooks, you should seriously
consider acquiring both subscription packages, and avoid
buying individual books that are (or will be!) available by
subscription…
Acquisition model highlights
(2)The case for demand driven acquisition
EBASS 25 PDA purchasing model video 1:40
5 Mixed-model libraries
Design
Test variables: Purchase type & Library
Response variables:
Uses per year
Unique users per year
Books owned more than 6 months
Inferential stats: Negative binomial regression (not shown),
ANOVA
Price & McDonald 2011 http://goo.gl/RIuKt
Librarian Acquired
User-selected collections have
fewer unused titles
1.7%
10.0%
3.5%
9.7%
4.2%
5.9%
2.5%
2.0%
0.3%
6.3%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
USER PRE USER PRE USER PRE USER PRE USER PRE
A B E I K
%ofbooksunused
Library and Purchase (Selection) Type
Acquisition model
highlights (3)
PDA through evidence based selection
EBASS 25 PDA purchasing model video 6:50
All the advantages of PDA on the (DRM free)
publisher platform
Librarian Role: Let
researchers drive the
collection!
The dark side of PDA
For publishers & thereby for authors
Disrupts predictability of book sales formerly
supported by autoship approval plans (which
make little sense in a PDA world)
Increases perceived risk of publishing a book
Feeds the scholarly monograph crisis by
increasing the likelihood of publishing a book that
won’t sell
Increases the potential threat to university
presses
http://readersbillofrights.info
The course adopted book
dilemma
The need to preserve income from course adopted books
drives simultaneous use restrictions
For university presses
≥50% of income comes from ≤10% of the books
Publishers hold back this content from ebook
subscription collections (even their own) and won’t sell
unlimited access to these titles
If University presses are to relax these limitations, they’ll
need a better model for paying for course adoption
Scholarly Communication: The bigger
perspective
For while much of the concern today over the monograph
has to do with the economic consequences for university
presses, it is what the monograph means for scholarship
that surely matters. The monograph provides researchers
with the finest of stages for sustained and
comprehensive—sometimes exhaustive and definitive—
acts of scholarly inquiry. A monograph is what it means to
work out an argument in full, to marshal all the relevant
evidence, to provide a complete account of
consequences and implications, as well as
counter-arguments and criticisms. It might well seem—to
risk a little hyperbole—that if the current academic
climate fails to encourage scholars and researchers to
turn to this particular device for thinking through a subject
in full, it reduces the extent and coherence of what wehttp://dx.doi.org/10.3998/3336451.0012.103
More bluntly, from Clifford
Lynch
Just because the existing scholarly publishing system
has served the academy fairly well in the past does not
mean that it has an intrinsic right to continue to exist in
perpetuity. It should not, and must not, become a barrier
to our aspirations and our innovations. If the day has
come when the scholarly publishing system impedes
scholarship, teaching, and learning it should—indeed
must—be replaced by a new and more responsive
system.”
Lynch 2006. ARL: a bimonthly report 248 October.
http://www.arl.org/bm~doc/arlbr248sixpoints.pdf
Ebook ILL – 2 camps
Ownership – just in case
See ebook ILL as a crucial
part of future of ebook access
Prefer that libraries serve as
content providers
Inherently support
simultaneous use restrictions
The Occam’s reader effort
Access – just in time
Suggest that publisher
transaction fees can
replace ILL for ebooks
shift ILL labor costs to pay
publisher transaction fees
Allows for reduction in
simultaneous use
restrictions, necessary for
true ILL
Ebrary’s initiative
Librarian’s role: Increase ILL request
sophistication
I believe that the immediate future should
support both models
When single chapters are needed, publisher pay
per view access is optimal
When the whole book is needed we will still need
to support some form of whole book access
For efficiency and cost savings: our ILL request
mechanisms will need to increase in
sophistication
Consortial Sharing
Shared Collection model
Based on preservation of current revenue
Price for consortia wide ownership is based on
the average number of books purchased from the
publisher by all members of the consortium
Can be for Consortial PDA, Fixed collections, etc.
Could help to reduce need for ILL, but requires
major budget sharing
One vision of the future
Maintaining our core role: Preservation of the scholarly
record
Ebook access is highly demand driven, ownership is
limited to those who can afford it
For content with appropriate rights, print on demand is
a popular supplement to ebook access
Regional repositories allow sharing of print books on a
Netflix DVD model, some copies are non-circulating for
preservation sake
There and Back again
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http://visualcv.com/lpq4t1s

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Ever Evolving Ebooks SANLiC 2013

  • 1. Ever Evolving Ebooks SANLiC Keynote 2013-05 Jason Price, PhD Interim Director, Claremont Colleges Library E-resource Consultant, Statewide Calif Electronic Lib Consortium
  • 2. My Background Researcher & Teacher 1994-2003 Ecology & Evolution PhD Masters in Library Science Library & consortium 2004-2013 Claremont Colleges Library – 7500 FTE Statewide California Electronic Library Consortium 100 private academic & research institutions E-resource Analyst / Consultant FMI/Papers & Slides http://visualcv.com/lpq4t1s
  • 3. Panorama of Ever Evolving Ebooks Discoverability E-book Platform Characteristics Acquisition Model highlights Impact on scholarly communication Digital rights management (DRM) ILL & Consortial Sharing One potential vision of the future
  • 4. Preferred formats for scholarly monograph use (2013 Claremont Local Ithaka Faculty Survey)
  • 5. Portrait of Discoverability: Ebooks exist in a maze with many dead ends http://www.geograph.org.uk/photo/492940
  • 6. 2013 Claremont Local Ithaka Faculty Survey: Where do you start your academic research?
  • 7. Claremont Colleges Library http://claremont.summon.serialssolutions.com/ Try it out! A Google alternative? What’s missing? Discovery tool…
  • 9. Does the library have them? Yes, but you have to go to a silo… E-reference Silos…
  • 10. Discovery: Librarian Role 1 Work with vendors to ensure e-reference content is discoverable (if we are to continue to spend money on it)
  • 11. Known item search… Chapter link – Freely Available Link to purchase book from publisher Link to Google books preview Links to purchase book from Amazon
  • 13.
  • 15.
  • 17. Discovery within a book… and from a book(?) Claremont Colleges Library
  • 19. Discovery: Librarian Role 2 Ebook usability is not just about aggregator and publisher platforms… They’ve got to find the book first! Can’t continue to depend (solely on the OPAC) Libraries & Librarians need to invest in simplifying the ebook maze that confronts researchers Eliminate dead ends Reduce redundant links Encourage through instruction until it works well enough that they can do it on their own
  • 20. Portrait of future ebook discoverability? http://www.flickr.com/photos/tojosan/181248771/
  • 21. General Platform characteristics Aspect Publisher Aggregator Simultaneous use (+) Common (-) Varies Chapter PDF download (+) Easy/Unrestricted (-) Difficult/Restricted Book PDF Download (-) Not possible (-) Only w/ DRM software Discoverability (-) Limited from outside (-) Limited from outside Content archive/portability (-) Limited (-) Very limited Full text search (-) Limited (+) Sophisticated Interface sophistication (-) Lower (+) Higher Title by title purchasing (-) Unavailable / Difficult (+) ‘Seamless’ Content coverage (-) Narrow but growing (+) Broad but patchy
  • 22. ‘Portrait’ of Platform Coverage, then & now http://goo.gl/aFPUX
  • 23. Key aggregator platform characteristics Characteristic EBL Ebrary Ebsc o MyILibrar y Unlimited Download of purchased book chapters N N N N Affordable simultaneous use Y N N N Has subscribed collection N Y Y N Demand Driven Acquisition Y Y Y Y Short term lease program Y Y ? ?
  • 24. Librarian role: aggregator platforms Create sophisticated title by title platform purchasing preferences for your library Based on digital rights restrictions Publisher before Aggregator Based on simultaneous use EBL* before Ebrary, Ebsco, or MyILibrary Based on critical mass through subscribed collections Ebrary and Ebsco before EBL* or MyILibrary FMI: Platform Choice: Policies & Perspectives http://dx.doi.org/10.5703/1288284314947
  • 25. Portrait of 5 acquisition model dimensions Platform: Aggregator vs. Publisher Selection type: Library selected vs. Agent profiled vs. PDA vs. Publisher collection Unit: Individual vs. Fixed package vs. Variable package Duration of access: Ownership vs. Annual Lease vs. Short Term Lease vs. Chapter Pay Per View Simultaneous users: One, Three, Unlimited, Non- Linear Lending http://en.wikipedia.org/wiki/File:4dSphere.jpg
  • 26. Acquisition model highlights (1) The case for aggregator subscription collections
  • 27.
  • 28.
  • 29.
  • 30. Subscription cost less than a penny on the dollar per year! Subscribable Ebrary Ebooks = 77,482 purchase price 51,960,186 R (single-user price) ± 30 R/FTE… so for 15000 fte = 450000 R/year % of list price per year = 0.87% (multi-user price) Years to buy = 100+ years! Ebsco subscription pricing is similar… If you are investing in aggregator ebooks, you should seriously consider acquiring both subscription packages, and avoid buying individual books that are (or will be!) available by subscription…
  • 31. Acquisition model highlights (2)The case for demand driven acquisition EBASS 25 PDA purchasing model video 1:40 5 Mixed-model libraries Design Test variables: Purchase type & Library Response variables: Uses per year Unique users per year Books owned more than 6 months Inferential stats: Negative binomial regression (not shown), ANOVA Price & McDonald 2011 http://goo.gl/RIuKt
  • 32.
  • 34.
  • 35.
  • 36. User-selected collections have fewer unused titles 1.7% 10.0% 3.5% 9.7% 4.2% 5.9% 2.5% 2.0% 0.3% 6.3% 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% USER PRE USER PRE USER PRE USER PRE USER PRE A B E I K %ofbooksunused Library and Purchase (Selection) Type
  • 37. Acquisition model highlights (3) PDA through evidence based selection EBASS 25 PDA purchasing model video 6:50 All the advantages of PDA on the (DRM free) publisher platform
  • 38. Librarian Role: Let researchers drive the collection!
  • 39. The dark side of PDA For publishers & thereby for authors Disrupts predictability of book sales formerly supported by autoship approval plans (which make little sense in a PDA world) Increases perceived risk of publishing a book Feeds the scholarly monograph crisis by increasing the likelihood of publishing a book that won’t sell Increases the potential threat to university presses
  • 41. The course adopted book dilemma The need to preserve income from course adopted books drives simultaneous use restrictions For university presses ≥50% of income comes from ≤10% of the books Publishers hold back this content from ebook subscription collections (even their own) and won’t sell unlimited access to these titles If University presses are to relax these limitations, they’ll need a better model for paying for course adoption
  • 42. Scholarly Communication: The bigger perspective For while much of the concern today over the monograph has to do with the economic consequences for university presses, it is what the monograph means for scholarship that surely matters. The monograph provides researchers with the finest of stages for sustained and comprehensive—sometimes exhaustive and definitive— acts of scholarly inquiry. A monograph is what it means to work out an argument in full, to marshal all the relevant evidence, to provide a complete account of consequences and implications, as well as counter-arguments and criticisms. It might well seem—to risk a little hyperbole—that if the current academic climate fails to encourage scholars and researchers to turn to this particular device for thinking through a subject in full, it reduces the extent and coherence of what wehttp://dx.doi.org/10.3998/3336451.0012.103
  • 43. More bluntly, from Clifford Lynch Just because the existing scholarly publishing system has served the academy fairly well in the past does not mean that it has an intrinsic right to continue to exist in perpetuity. It should not, and must not, become a barrier to our aspirations and our innovations. If the day has come when the scholarly publishing system impedes scholarship, teaching, and learning it should—indeed must—be replaced by a new and more responsive system.” Lynch 2006. ARL: a bimonthly report 248 October. http://www.arl.org/bm~doc/arlbr248sixpoints.pdf
  • 44. Ebook ILL – 2 camps Ownership – just in case See ebook ILL as a crucial part of future of ebook access Prefer that libraries serve as content providers Inherently support simultaneous use restrictions The Occam’s reader effort Access – just in time Suggest that publisher transaction fees can replace ILL for ebooks shift ILL labor costs to pay publisher transaction fees Allows for reduction in simultaneous use restrictions, necessary for true ILL Ebrary’s initiative
  • 45. Librarian’s role: Increase ILL request sophistication I believe that the immediate future should support both models When single chapters are needed, publisher pay per view access is optimal When the whole book is needed we will still need to support some form of whole book access For efficiency and cost savings: our ILL request mechanisms will need to increase in sophistication
  • 46. Consortial Sharing Shared Collection model Based on preservation of current revenue Price for consortia wide ownership is based on the average number of books purchased from the publisher by all members of the consortium Can be for Consortial PDA, Fixed collections, etc. Could help to reduce need for ILL, but requires major budget sharing
  • 47. One vision of the future Maintaining our core role: Preservation of the scholarly record Ebook access is highly demand driven, ownership is limited to those who can afford it For content with appropriate rights, print on demand is a popular supplement to ebook access Regional repositories allow sharing of print books on a Netflix DVD model, some copies are non-circulating for preservation sake
  • 48. There and Back again

Notes de l'éditeur

  1. Librarian role: work with vendors to ensure e-rererence content is discoverable, if we are to continue to spend money on it
  2. Both publishers & discovery tool providersNot just google– how would we look up a definition usiing a library based tool?
  3. What about finding whole books?
  4. If your IP range is registered with OCLC, and researchers click Find in a library
  5. They get the OCLC worldcat portal, if they find the right link….
  6. They’ll end up in the catalog, and find a print book and 2 ebook versions availalbe
  7. Once they’ve found it is it usable?
  8. Given that half of of the ebooks in the marketplace are only available from 1 vendor,You’ll need to use them all to maximize availabilityYou’ll need to pick favorites for the other half
  9. In 2011 Ebsco launched its own large academic subscription optionThe first competitor for ebrary’s Academic Complete subscription collection
  10. From Aggregator provided source filesEbraryAC = Ebrary Academic CompleteEbscoES = Ebsco Ebook Subscription collection
  11. Publication dates of subscribed collections mirror the full collectionsEbsco has many more books from the 80s & 90sWhen we take a closer look at the most recent decade…
  12. Ebrary has a small percentage more from the first half of the decadeAnd things seem to be evening out for the most recent five yearsThere appear to be signs of a bit more differentiation for 2010 and 11 as the number of books in common is a lower proportion of the wholeAnd as expected there is about a year and a half lag before ebooks are added to these collections
  13. The data presented on this slide argue STRONGLY for subscribing to BOTH collections, given the differentiation presented in the previous slidesInstead of a 10 or 20 year period of subscription matching the purchase price, it would take 300(!) years of subscription costs to own the same contentFurthermore and perhaps equally important(!) books in the subscribed collections have unlimited simultaneous use, while purchased books from these two vendors are limited to a single simultaneous user (unless a premium is paid for each book)
  14. *In all subsequent slides user books from user selected collections are in blue, and those from preselected collections are in green*Overall Average number of uses per year in general quite high ≈ 6 per year *Average number of post-purchase uses per year is significantly greater for user-selected ebooks (2x as high) *Even though the total number of books (n) in the user selected set is greater, this has no effect on the result—these are PER BOOK averages, so each book in the user selected collection is used an average of 8.6x per year, andeach book the preselected collection is used an average of 4.3x per year*This result rejects the hypothesis rejects the hypothesis that users will select ebooks will be used less than pre-selected ebooks
  15. *Pattern of greater use for user-selected books is consistent across all 5 libraries: 4 of 5 are significantly different based on non-overlapping 95% confidencec intervals*degree of difference varies from 1.75x to 4.5x
  16. *This figure shows for the number of unique users per ebook per year for the overall user selected and preselected collections*The average user-selected ebook was used by a significantly greater number of different users per year (about 2x as many)*These data allow us to result rejects the hypothesis that users select books that are only of interest to themselves
  17. *Here we see that pattern of wider use of user-selected ebooks is also consistent across the 5 libraries, with the same 4 libraries showingsignificantly wider useThe degree of this effect varies from 1.75x to 3.3 times more unique users per book per year in user-selected collections
  18. *Print book collections are often assessed by the percentage of their books with 0 checkouts*Here we report the percentage of books with zero use in discrete collections formed under both acquisition models*In every case more than 90% of the books had been used at least once, and in 4 out of 5 libraries, fewer books went unused in the user driven collections*On average there were about 6x as many unused books in the pre-selected collections
  19. DRM as a necessary evil
  20. To take the opposing point of view