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Managing E-Books: It Sounds Serial
Carolyn DeLucaElectronic Resources Librarian
University of St. Thomas Libraries (MN)
Dani RoachHead of Serials & Electronic Resource Acquisitions
University of St. Thomas Libraries (MN)
2010 ER&L Conference
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Agenda
1. Define “e-book”2. Review issues related to
purchasing, delivery, management
3. Share strategies & decisions4. Questions, Comments
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NOT on the Agenda
• End-user experiences• E-book reader options• Rights management; licensing• Google Books• E-textbooks, open access e-books,
e-books created with readers’ feedback, etc.
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How do YOU define an E-BOOK?
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Some E-book Definitions
• A book that can be consumed electronically• Print book that has been issued or reissued in
e-format• Book-like content that could have been issued
in print, but was only issued in e-format• E-only, book-like production that is enhanced
with images, audio and video• An e-reference book (MRW), that may or may
not be updated continuously
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“After nearly two decades of talking about how e-books are right around the corner, have we finally reached the corner?”
Mark R. Nelson, 2008
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Purchase Impacts Delivery and Delivery Impacts Purchase
• Platform• Publisher• User level• Bundle options
• Pricing options• Funding options• Content• Vendor options
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Is it all about the money?
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Purchasing Decisions Impact Collection Development
• Selection decisions• Duplicate copies• Weeding• Preferences/impressions• Virtual content requires new
methods of tracking
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“The current e-book business models are complex and vary considerably.”
Vasileiou, Hartley, Rowley
2009
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Platforms by Business Model*
Big Managed Collections
Dedicated Viewers
Publisher-centric
Impelsys
*From “Business issues and trends in the digital book landscape” 08/09 Anne Orens, updated 1/2010
User Augmented
DASH!
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Management Issues
Once the item is acquired, who holds the truth for what we are entitled to?
• Publisher’s letter/email?• Admin site?• ERMS/Knowledgebase title list?• Colleagues interpretation of above?
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Hey, what did we just buy?
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More Management Issues
• Tracking at title level
• Archiving• Weeding• Usage statistics• Standards
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Still More Management Issues
• Syncing up silos• OPAC (cataloging, links)• Integrating e-books into our
existing tools and workflows• Human resources
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Good News:Eliminate print considerations• Processing – Unpacking– Labeling– Shelving/reshelving
• Circulation– Handling lost, stolen or damaged claims– Managing holds, late notices, ILL– Special requests (loaning reference books)
• Storage and space needs
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Bad News:Add e-world considerations• Processing
– Activate with provider– Put into the proxy– Add to management tools, Open URL products– Add to webpages– Download to a device/install software
• Circulation– Missing access, missing content, linking issues– Gather, consolidate and report usage statistics– Keeping up with platform/publisher changes
• Archive/preservation
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Is it a wash?
Eliminate for print• Unpacking• Labeling• Shelving/reshelving• Handling lost, stolen,
damaged • Managing holds, notices• ILL• Special requests • Storage and space
Add for E-world• Activate• Add to proxy• Add to tools; OpenURL • Add to webpages• Download to a
device/install software• Resolve access issues• Gather usage statistics• Archive/preservation
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Content Issues
• Wide range of e-book content
• Content may dictate how managed– Monographs– Reference books– MRWs
• Fiction example– Library marketing --
Kindle
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Content Determines Management
Our marketing/Kindle example:• Catalog device• Catalog titles • Process/manage reader device• Process/manage titles• Download
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Delivery/Discovery issues
• OPAC (scoping, locations)
• Platforms • Reader devices• Software• Plans for format
extinction/evolution
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Our Management Tools• ERMS (SerialsSolutions)
– A-Z– OpenURL– MARC for ejournals– Discovery layer
• Catalog– Holdings– Vendor info– Cost data– Discovery layer
• DB Tool – Centralized output to website– Liaison info for/about
• Serials DB– Publisher/platform– Liaison info for/about– Renewal info
• DeptStore files• University accounting system• Subscription agent (EBSCOnet)• Paper files
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ERMS Wild KingdomBird (e-book)• Monograph• Book $• 1-time purchase• Purchase options
vary -- vendor, direct, 3rd party
• May have annual subscription or hosting costs (but unlikely)
• Licensing varies -- from minimal to extensive
Fish (e-journal)• Serial• Journal $• By subscription• Purchase option
norm is via agent• May have 1-time
archive or perpetual rights fees
• License by publisher
Animal (e-resource)•Integrating resource•Web resource $•By subscription•Purchase options include consortium, direct•May have 1-time upfront archive or perpetual rights fees•Extensive licensing
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Encyclopedia of the Cold War
• Published in print and online formats (bird)
• One time purchase (bird)• Monograph (bird)• Not updated (bird)• Purchased with e-book
funds (bird)
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Manufacturing & Distribution USA
• Published in print and online formats (bird)
• Each edition cataloged as monograph (bird)
• Published in editions (fish)
• Purchased with serial funds, standing order for every edition (fish)
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New Palgrave Dictionary of Economics
• Initial purchase used book money (bird)
• Future support from web resources fund (animal)
• Our ERMs presents as e-book (bird)
• “Frequently updated” content (animal)
• Acts like a database (animal)
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Journal of Early Intervention
• Single e-journal (fish)• Funded as a serial (fish)• Several subscription
options including with and without deep archive (still a fish)
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International Year Book and Statesmen’s Who’s Who
• Serial material type (fish)• Has ISSN (fish)• Has ISBN (bird)• Our ERMs had listed as
bird -- we asked it to be a fish (bird? fish?)
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ATLA Religion Database
• ATLA/S indexes books and journals, some full-text (animal)
• Managed, funded as web resources (animal)
• Integrating resource (animal)
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Columbia Gazetteer
• In print, it’s a book (bird)
• In e-format, it’s an integrating resource (animal)
• Initial purchase book funds covers access through 2013 (bird)
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Historical New York Times
• ERMS -- turned on as web resource (animal)
• ERMS -- turned on as periodicals (fish)
• Animal made from bundling fish and adding federated search (animal fish)
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International Dictionary of Company Histories
• Published in both print and online formats
• Cataloged as multi-part monograph
• Published in volumes• Purchased with serial
funds• Create a federated
search across all volumes and add new volumes regularly
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UST Decisions
• Picked and promoted our favorite platforms• Moving to provider-neutral records in OPAC• Chose to put popular fiction on Kindle• Chose not to purchase most e-book and web
resource MARC records from publishers• Collect use stats for e-books • Chose not to track e-books in a mixed format
aggregated database
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UST Strategies
• Developed flowcharts and documentation• Added new fund codes, flexibility• Modified Counter BR reports to DB Reports• Manage MRW titles in Serials Solutions ERMS• Built Reference Resources Tool
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UST Looking Forward
• Continue evaluating:– Staffing allocations– Serials Solutions’ e-book MARC records– Post cancellation access options
• Decide priority of archiving MRWs
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Q&A
• What tips, tools, or tricks do you use?• Where do you go for help?• How do you do what you do?• Have you reassigned staff?
• What have you stopped doing?
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Bibliography
• Nelson, Mark R. “E-Books in Higher Education: Nearing the End of the Era of Hype?” ECAR Research Bulletin, 2008.
• Orens, Anne. “Business issues and trends in the digital book landscape.” NISO webinar: E-books: A rapidly evolving marketplace, August 2009.
• Vasileiou, Magdalini, Richard Hartley, and Jennifer Rowley. "An Overview of the e-Book Marketplace." Online Information Review 33.1 (2009): 173-92.
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Thanks and more!
Slides and documentation available at:http://www.stthomas.edu/libraries/presentations/er&l/
Carolyn [email protected]
Dani Roach [email protected]
Special thanks to: Artwork by Roxann Reisdorf (menagerie of graphics)
Anne Orens for reuse of ‘Platforms by Business Model’ slide