E-EverythingPutting It All Together

2011 Charleston Conference

Organizers

• Leah Hinds – Charleston Information Group

• Jackie LaPlaca – CredoReference• Laura Warren - CredoReference

Program• Patron-driven acquisition of electronic

resources: The obvious next step• Moving forward with electronic content

procurement• Ebooks: Access, technology & licensing• Time to embrace video in the academy• The eBook user experience• Econtent integration: If you’re not open,

your’re not integrating

Peter McCracken

• Co-founder, Serials Solutions and ShipIndex.org• ALCTS Ulrich’s Serials Librarianship award

Emilie Delquie

• Vice President, Publishers Communication Group

Cory Tucker

• Head of Collection Management, University of Nevada, Las Vegas

Lisa Carlucci Thomas

• Director, Think Design Do• 2009 ALA Emerging Leader and 2010 LJ Mover and

Shaker

Stephen Rhind-Tutt

• President, Alexander Street Press

Michael Gorrell

• Executive Vice President and Chief Information Officer, EBSCO Publishing

Mark Johnson

• Director, Public Relations, HighWire Press

Pre-conference Organizer

• Audrey Powers, Research Librarian for College of The Arts, University of South Florida

PATRON-DRIVEN ACQUISITION OF ELECTRONIC RESOURCES:THE OBVIOUS NEXT STEP

Charleston Pre-Conference, 2 November 2011

Peter McCrackenCo-Founder & Director of Content

and Business Development, ShipIndex.org

Librarians love PDA, DDA, PIA

Let’s expand demand-driven acq… …to where it makes the most

sense of all.

Large amounts of discrete data Already online Low cost per item

The concept, in brief

Offer “per use” purchasing of selected content through discovery layers

Library chooses which databases are pay-per-use

Discovery layer vendor manages micro-payments

Patron sees no difference in databases

DDA in discovery layers – DDDLA?

Discovery Layer

Accounting Server

$1.25 + 4%

$ 0.00$ 0.25$ 0.00$ 0.00$ 1.00$ 0.00$ 0.00

ad tra

ckin

g so

ftw

are

$0.25 $1.00

$0.05

Full-text view data, dollar transfer

ad

tra

ckin

g

soft

ware

Discovery Layer

Accounting Server

$0.00

$3.25

$3.25 + 4%

$3.25

$0.13

How the future will work

Unlimited access to select databases

Library chooses certain databases; offers buffet access to patrons

Other databases are not available at all

Select access to unlimited databases

Some databases have unlimited access, as before

Other databases are pay-per-use, through discovery layer interfaces

TODAY TOMORROW

Financial management issues When library pays 120% of list price to a

pay-per-use database, it pays no more year Shows value of direct purchase

Library maintains account at discovery layer; when it’s empty, no more PPU resources are displayed

Librarian can control which databases are PPU based on cost, if they choose “Don’t show $8 PPU / $30 PPC results”

Benefits: To libraries

More efficient purchasing Among low-use databases, buy what you use For high-use databases, nothing changes

Greater breadth of subject offerings Improved services to patrons Better, more meaningful usage statistics Easy to try new databases with low risk

Benefits: To content providers Broader opportunities for niche

databases Increased revenue

Less revenue per institution, but now from many more; some new subscriptions

Sales go from “buy it now” to “just try it”

Revenue will more accurately reflect usage

Benefits: To discovery layers Discovery layer role in library is

enhanced further Becomes sole access point to many

databases Increased revenue through

service plans Further opportunities available

through usage data delivery & mining

Benefits: To patrons

More content Patron at a small institution could see

exact same results as patron at a large institution At small institution, most data is pay-per-

use; at large institution, most data is from a direct subscription – but patron doesn’t know and doesn’t care

Emphasizes importance and value of libraries and librarians

Drawbacks

Objections to pay as you go This is just reference ILL, writ large

and immediate Possible end-of-month problems

if most money in account is spent Need to closely manage budgets

Conclusion

It just makes sense. It improves and enhances the

services that discovery layers provide to libraries, and that librarians provide to patrons

It’s relatively easy to do.

Personally, I want it tomorrow.

Thank you.

Peter McCrackenpeter@shipindex.

org

Moving Forward with Electronic Content

Procurement

Emilie DelquieVice President

Publishers Communication Group

Cory TuckerHead of Collection Management

University of Nevada, Las Vegas Libraries

XXXI Annual Charleston ConferenceNov. 2, 2011, Charleston, SC

Today’s discussion

• Overview of Methods of Acquiring Electronic Resources

• Challenges Faced by Libraries

• New Business Models for Electronic Content

• Future of Electronic Content

Move from Print to Electronic Collections

2002/03 2003/04 2004/05 2005/06 2006/07 2007/080.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

ARL Medium % Expenditures on Electronic Resources

© 2010 David W. Lewis.

Thanks to James Michalko, OCLC Research for slide used for Symposium Keio University, on 6 October 2010

US Investment in Academic Print Collections

Academic Library Expenditures on Purchased and Licensed Content

0%10%20%30%40%50%60%70%80%90%

Print books and journalsE-journals and e-books

Projected change

Source: US Dept of Education, NCES, Academic Libraries Survey, 1998-2008

You are here

Thanks to James Michalko, OCLC Research for slide used for Symposium Keio University, on 6 October 2010

And the switch to primarily e-book purchasing will happen soon

Thanks to James Michalko, OCLC Research for slide used for Symposium Keio University, on 6 October 2010

Procurement: E-Journals

E-Journals

Procurement: Ebooks

• Purchased through consortia or individually

• Typically purchased through third party vendor

• Purchased individually or in subject packages

Ebooks

• Restricted or unrestricted (single or multi-user)

• Offered by too many third parties?

• E-readers and format

Purchasing via publishers

• Provide content

• Publisher determines access

• Set pricing

Purchasing via publishers

• Customer service

• License agreements

• Single platform

Purchasing via subscription agent

• Journals

• Consolidate

• One point of contact

Purchasing via subscription agent

• Saves time

• Customer service

• Saves $$

Purchasing via aggregator

• Choose content to sell

• Handling charges?

• Customer service –invoicing, etc.

• Embargo on content

Purchasing via aggregator

• Better technologically – platforms can have more functionalities

• Easy starting point for end-users

• Ensures visibility for smaller publishers

Purchase Individually

• Flexibility

• Match Needs

• Discounts

Purchase via Consortia

Purchase via Consortia

Ebook: Consortial Pricing

Ebook: Consortial Purchasing

Challenges Faced by Libraries

• Library Budgets

• Business Models

• Philosophy of Collecting Materials

• Network Level Discovery and Access

• Increasing focus on ROI

Challenges: Budget

Challenges: Business Models

Challenges: Collection Philosophy

Challenges: Network and Access

Challenges: ROI

E-content Business Models: Pay-Per-View

• Journals have used Pay-Per-View model

• Cheaper than subscribing?

• Depends on usage and ILL cost

• User-driven

• Price per article can greatly vary

E-content Business Models: Patron-Driven Acquisition

• Currently mostly for ebooks

• Also being used for print books

• Very popular at the moment

• Good results but short-term strategy

E-content Business Models: Leasing

• Non-ownership model

• Short-term access to materials

• Pay small fee for access

• No long-term ownership

E-content Business Models: Collection vs. Pick & Choose

• Big Deal very popular… a few years ago

• Does a large collection still make sense?

• More data available these days

• Let libraries chose what they need

E-content Business Models: Open Access

• Public success of PlosOne

• Very advantageous for libraries, but who will eventually pay?

• Standard of qualities

E-content Business Models: Usage-based pricing

• Experimentations at the moment

• Decision is based on actual usage observed over X months

• Open dialog between publishers and librarians

• Applicable to journals and books

E-content Business Models: Scholarly itunes

E-content Business Models: “The Little Deal”

• Experimentation from California State University system

• Partnership with Copyright Clearance Center

• More effective than ILL

• Highly appreciated by patrons

Future of E-content

• It all comes back to budgets

• Collection Philosophy

• User Behavior

• Scholarly Record

Thank you

Questions, comments?

Cory TuckerHead of Collection Management

University of Nevada, Las Vegas Librariescory.tucker@unlv.edu

Emilie DelquieVice President

Publishers Communication Groupedelquie@pcgplus.com

Ebooks : Access, Technology, & Licensing

Lisa Carlucci Thomasdirector, design think dotwitter: @lisacarlucci

access:

everything is vaguelythe same,yet entirely different.

technology:

remember that time? (it just happened!)

licensing:

uncertainty is paramount.

Ebooks : Access, Technology, & Licensing

Lisa Carlucci Thomasdirector, design think dotwitter: @lisacarlucci

Time to embrace video in the academy

Charleston, November 2011

Stephen Rhind-Tutt, Alexander Street Press

Today’s high school students

• Watch video– Classroom access– Web access

• Record video– Present papers– Conduct interviews– Film experiments

• Use Skype video– Expect to see as well as hear– Used to a media rich environment

No dedicated device required to record…

No dedicated device

required to view

Today

Signs are all around us…

• YouTube is twice the popularity of Wikipedia by reach

• The US market for subscription TV in 2008 was worth $146 Billion, six times that for consumer books

• By 2013 video will be 90% of all consumer IP traffic (currently 51% of total US web traffic)

Sources: Alexa ; Veronis-Suhler; TechCrunch

In one year…

Mobile• iPad – launched April 2010 – >40m sold• Gartner forecasts 54.8m tablets to be sold in 2011• 295m smart phones sold in 2010, a 74% increase• E-books up 150%

Streaming • Many new services• Hulu doubles in size• Netflix up 37%• Amazon launches streaming service• Apple announces cloud service

Does video belong in the academy?

Video as an add-on

• Add ‘multimedia’ to a journal.• Animations of processes• Elsevier ‘article of the future’ prototype from 2009

• Useful• Adds value • But isolated and rarely transformative…

Experiments and methods

Dance, Theatre, Music

• Unique ability of the medium • capture performance,• make it teachable• make it researchable,

Anthropology

• Unique ability of the medium

• capture events, • make them researchable,

• make them teachable

News and history

• Unique ability of the medium

• capture events, • make them researchable,

• make them teachable

Across disciplines

• All work we do is affected by who we are – our

personality, our background, our culture

Across disciplines

• All work we do is affected by who we are – our

personality, our background, our culture• Video helps us understand, judge, evaluate our work

Is there a role for libraries?

…bringing order to the frontier!

• Access• Provenance• Curation• Permanence• Ability to

cite• Searchabilit

y• Cataloging• Preservation• Legality

Training Video

Documentaries

Entertainment

K-12 Higher Ed. Professionals

Interviews

Lectures

Amateur Clips

Raw footage

Research & Learning

Movies & Television

Casual User

Demonstrations

History

Catalogs, Abstract and Indexing databases

Stock & News

Full-Text Journals

Full-Text Books

Audio

Video

FT Court Cases

1966 1973 1984 1990 1997 2000 2005

Directories

Some practical examples

Basics

Streaming- How video is

delivered across the web

- Equivalent to JSTOR and other centrally hosted journals

Downloading- Saving video

to your local machine

- Equivalent to downloading a journal article

Methods of linkingClip Download/Upload

Link to a streaming source

Embed link to a streaming source

Download a section, edit it, and upload it.

Identify a clip and link to it.

Identify a clip, link to it, then embed thumbnail on a course page

Rights issues Fast, easy Fast, easy

Expensive Allows annotations Allows annotations

Requires video editing (software/training)

Clips can be combined to make playlists, course reserves etc…

Clips can be combined to make playlists, course reserves etc…

More enticing!

All 3 methods can be used with Blackboard, Moodle etc…

Provenance

Searchability

30 minutes of news12 double-spaced pages 5 minutes to read in depth2 minutes to scan

=

Indexing

El Agheila, Africa

Near Tobruk

People

Places

Date

NarrativeText

3/17/1941

Field Marshall Erwin Rommel

Summer 1942

Field Marshall Erwin Rommel

In 1941 Rommel began his North African Campaign.

His first actions included reviewing 88mm flak guns

AfricanCoast

Events North African Campaign, 1941-1943

Commentary

Type

Followed by an audit of his troops

“This was a crucial time…”

“The movement Westwards would ultimately…”

Mark Grimsby

Interview Map

Ability to cite sections of video

Ability to embed in course ware

Access - Mobile

Library Interface

Embeddable Search Box

Collections Individual Titles

Discovery Tools

Integration with the library

Rightful place in the academy

Music

Newspapers

Websites

Monographs

Primary Works

Journals

Video

The eBook User Experience

Michael Gorrell, mdg@ebscohost.comExecutive Vice President and Chief Information Officer

EBSCO Publishing

In the beginning….

What did we know about eBooks?

Very Little.

What were User Expectations?

AOL

MicrosoftYahoo!

Lycos

Go Networ

k GeocitiesExcite

Time Warne

r Blue Mountain Arts Alta

Vista

Top 10 Web Properties – Spring 1999

Ranked by Unique Visitors

AOL

MicrosoftYahoo!

Lycos

Go Networ

k GeocitiesExcite

Time Warne

r Blue Mountain Arts Alta

Vista

Top 10 Web Properties – Spring 1999

Ranked by Unique Visitors

It was early days.

And it wasn’t pretty.

How many were still using these?

What are Current User Expectations?

AOL

MicrosoftYahoo! Google

Facebook

Ask Turner Digital

Viacom Digital Glam

MediaCBS

Interactive

Top 10 Web Properties – January 2011

Ranked by Unique Visitors

Amazon =#11, Wikimedia #12

eBooks

More Smart Phones & Tablets than People

http://abcnews.go.com/blogs/technology/2011/10/more-wireless-devices-than-people-in-u-s-says-survey/

… the number of mobile devices rose by 9 percent in the first six months of the year, to 327.6

million, which exceeds the number of people — 315 million – who live in the U.S. and its territories. Internet traffic also rose 111 percent, to 341.2 billion megabytes during that time.

…

According to the survey’s data, people keep more than one wireless device, including smartphones and tablets, in their possession. Some analysts believe the surge comes from people having greater access to more of these devices, which have dropped in price and become more readily available.

1999 != 2011

Factors in the User Experience

Finding Information

Using the Information

Anyone still have silos?

41.75 %

Percent of students who don’t know about your eBook collections

According to the 2009 Survey of American College Students: Student Use of Library E-book Collections

Discovery – the Silo Breaker

eBook

Journal Article

How many have a Discovery Service?

Predicting it’s not everyone

EBSCOhost – reducing Silos

So now that users are able to find eBooks…

iPhone - Landscape

But what about those mobile users who want the Web?

On the Horizon

• Native Apps (iOS, Android) with multi-device syncing

• ePub support

• Enhancements based on usability studies and user feedback

We all will continue to evolve…

Which one represents where we are today?

Thank You

Michael Gorrell, mdg@ebscohost.com

Presenter: Mark Johnson, Director of Publisher RelationsDate: November 2, 2011

Econtent Integration:

If you’re not open, you’re not integrating

The Charleston ConferenceE-Everything: Putting It All Together

What is econtent integration?

“Getting the information I need when I need it in the way I want it.”

• What = Traditional content and more• When = 24x7x365• Way (format) = Within the user’s workflow• In other words, “E-Everything Integration”

HighWire | Stanford University 145

Against the Grain article summary

I. Scholarship is locked in silosII. Open platforms break down silos

a. Beyond Traditional Content Sourcesb. Moving Information to the Userc. Ensuring Best of Breed Technology

III. Open Platform Integration: ASCO Cancer Portals - a Society Publisher Example

Open platforms provide a superior path to online content integration

HighWire | Stanford University 146

Silos: Best left to the corn

147

Journals

BooksEducation

Conference

Training

148

149

Facebook Example

150

What is an Open Platform?

• Open for integration• Open for data exchange• Open to the semantic web• Open for adding new services• Open for layering new tools

• OPEN FOR INNOVATION

HighWire | Stanford University 151

The Black Box Syndrome

152

Typical Platform

HighWire Open Platform

HighWire Open Platform

Open Platform: Permeable, Extensible

APIs

Feeds

MobileMobileMobileMobile

MobileMobileDrupalDrupal

DrupalDrupalDrupalDrupal

Drupal – Leveraging the work of others

154

HighWire Open Platform Site

Collections: Mix and match

content

WebForm: Polling and surveys

FiveStar: Voting widget

CKEditor: WYSIWYG File

Manager

Views: TOC Control

Wiki & Online Community

Storm: Hierarchy of content types

Nice Menu:Build instant drop-downs

Panels: Custom templates

Dynamic Doc: Showcasing

featured content

Event: Calendar

FrontPage: Create splash pages

Blog Module

Annotate: Of images or text

Simplenews: Publish & send

newsletters

User Commenting

What can be done with an open platform?

• Repurposing of content• Integration of content, services, tools• Monetization of content

• And an open platform allows publishers to do this independently when and how you wish

155

Open Platform Integration examples

• Intra-journal content integration: JBC Affinity sites

• Multi-source content integration: ASCO Cancer Portals

• Integrating content within user behavior/workflow: Mobile sites

• Open platform co-development: BMJ Group• Open platform = Best of Breed Partnerships• Open platform = Superior Semantics Solutions

HighWire | Stanford University 156

• Aim: Focus on content, home, community, and reputation.

• Chose four areas.

• Select dynamic content (filtered from main content).

• Add static text and info about affinity groups.

• Visual interest comes from photos and figures pulled from the content.

Example: JBC Minisites

Source: Nancy Rodnan, ASBMB

Example: ASCO Cancer Portals

HighWire | Stanford University 158

Front End Improvements

HighWire | Stanford University 159

Back End Improvements

• Feed-based design removes much of the manual effort that went into upkeep of previous version

• Automatic retrieval of non-ASCO journal content from PubMed via stored search

• Drupal allows for easy and efficient management of content

HighWire | Stanford University 160

Source: Doug Parker, ASCO

Example: Mobile Sites

• 600+ mobile-optimized journal sites launched so far in 2011

• HW will launch 300 more over the next 2 months, over

900+ total in 2011• Mobile sites are powered by

Drupal CMS layered on top of the HW Open Platform

HighWire | Stanford University 161

Mobile Use Cases

• Look Up – Search on the go

• Keep Up– Checking TOC– Published Ahead of

Print– Continuous

Publishing content

HighWire | Stanford University 162

Example: BMJ Redesign Codevelopment

• True co-development project between BMJ Group and HighWire Press

• Both organizations developing in Drupal:– HighWire work on infrastructure– BMJ work on design & user interface

HighWire | Stanford University 163

BMJ Journals Redesign

HighWire | Stanford University 164

Example: Best of Breed Partnerships

HighWire | Stanford University 165

Semantics at HighWire: Today’s Examples

166

Expose metadata to outside world

Use linked data from outside

world

Computationally generate “tags”

from scholarly text

Use semantics & tags for grouping,

search, personalization

Article tagging for Google, andOther web Crawlers deliversArticle metadataIn publishing-Industry standard Formats incl RSS.

Links via DOI,PubMed ID,OpenURL, etc., To Crossref, GenBank, ISI, PDB, NCBI data bases,ClinicalTrials.gov,GeoRef, maps, etc.

Publication date,Issue date/title, TOC section, Subject collection,Semio topic,DOI, and many author-specified IDsand keywords

“Find similar” search,browse and searchby section and by subject collection, create products for collections, target ads by collection

Microformat Example

167

• “The birds roosted at 52.48, -1.89”• If the XHTML looks like this:

Google and other engines or bots know that this is a geolocation, and the numbers are latitude and longitude

Closed Platform

168

HighWire | Stanford University 169

HighWire | Stanford University 170

Search Engines Cannot index semantics in a closed platform

HighWire Open Platform

HighWire’s Open Platform:Taxonomy & Semantic Enrichment Your Choice, Your IP, and Portable

APIs

Feeds

Mobile

Taxonomy

DrupalSemantic Enrichment

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

Term

TermHighWire

Semantics or 3rd Party

Semantic Export

Search Engines CAN index semantics in an OPEN platform

Open to the Semantic Web

• Enabling content for external services• Maximizing visibility of the content• Proving machine-readable “hooks” within the

content• Building semantic intelligence into the HTML

for bots, engines, linked data initiatives and other services

172

HighWire | Stanford University 173

Semantics at HighWire (details)

174

Expose metadata to outside world

Use linked data from outside

world

Computationally generate “tags”

from scholarly text

Use tags for grouping, search, personalization

Annotate web pages with microdata tags. Expose

article meta data as linked data for consumption by search engines and other

external applications.

HighWire web application

calls out to existing linked-data

repositories (e.g. dbpedia, geonames) and adds this information to

article display.

Perform semantic “content analysis” to generate meta-data tags: taxonomy terms, entities, locations,

people, places, etc.

HighWire web application groups

and/or targets content based on existing

meta-data (including meta data generated by content analysis).

Conclusion: Open Means Integration

• Open platforms provide a superior path to online content integration:– New services, tools and functions can be layered

on top or integrated– Enables us to leverage web commodities and open

source tools• Open platforms lower cost, increase speed of

development, enables innovation

175

Thank You!Mark Johnson, mjohnson@highwire.stanford.edu

Thank you for participating!