E-Book Management It Sounds Serial Carolyn De Luca

E-Book Management: It Sounds Serial Carolyn De. Luca Electronic Resources Librarian University of St. Thomas Libraries (MN) Dani Roach Head of Serials & Electronic Resource Acquisitions University of St. Thomas Libraries (MN) 2010 Library Technology Conference

Agenda 1. Define “e-book” 2. Review issues related to purchasing, delivery, management 3. Share strategies & decisions 4. Questions, Comments

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.

How do YOU define an E-BOOK?

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

“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

Purchase Impacts Delivery and Delivery Impacts Purchase • • Platform Publisher User level Bundle options • • Pricing options Funding options Content Vendor options

Is it all about the money?

Purchasing Decisions Impact Collection Development • • • Selection decisions Duplicate copies Weeding Preferences/impressions Virtual content requires new methods of tracking

“The current e-book business models are complex and vary considerably. ” Vasileiou, Hartley, Rowley 2009

Platforms by Business Model* Big Managed Collections Impelsys Publishercentric DASH! Dedicated Viewers User Augmented *From “Business issues and trends in the digital book landscape” 08/09 Anne Orens, updated 1/2010

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?

Hey, what did we just buy?

More Management Issues • • • Tracking at title level Archiving Weeding Usage statistics Standards

Still More Management Issues • Syncing up silos • OPAC (cataloging, links) • Integrating e-books into our existing tools and workflows • Human resources

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

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

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; Open. URL Add to webpages Download to a device/install software • Resolve access issues • Gather usage statistics • Archive/preservation • • •

Content Issues • Wide range of e-book content • Content may dictate how managed – – – Monographs Reference books MRWs • Fiction example – Library marketing -Kindle

Content Determines Management Our marketing/Kindle example: • • • Catalog device Catalog titles Process/manage reader device Process/manage titles Download

Delivery/Discovery issues • OPAC (scoping, locations) • Platforms • Reader devices • Software • Plans format extinction/evolution

Our Management Tools • ERMS (Serials. Solutions) – A-Z – Open. URL – 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 • Dept. Store files, Sharepoint • Paper files • University accounting system

ERMS Wild Kingdom Bird (e-book) • Monograph • Book $ • 1 -time purchase • Purchase options vary -- vendor, direct, 3 rd 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

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)

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)

New Palgrave Dictionary of Economics • Initial purchase used book money (bird) • Future support from web resources fund (animal) • Our ERMs presents as ebook (bird) • “Frequently updated” content (animal) • Acts like a database (animal)

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)

International Year Book and Statesmen’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? )

ATLA Religion Database • ATLA/S indexes books and journals, some fulltext (animal) • Managed, funded as web resources (animal) • Integrating resource (animal)

Encyclopedia of Life Sciences • In e-format, it’s an integrating resource updated monthly (animal) • In print, it’s a 26 volume set (bird) • Initial purchase from book funds; annual subscription for updates (bird/animal)

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)

International Directory 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

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 • •

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

UST Looking Forward • Continue evaluating: – Staffing allocations – Serials Solutions’ e-book MARC records – Post cancellation access options • Decide priority of archiving MRWs

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?

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.

Thanks and more! Slides and documentation available at: http: //www. stthomas. edu/libraries/presentations/er&l/ Carolyn De. Luca cjdeluca@stthomas. edu Dani Roach dlroach@stthomas. edu Special thanks to: Artwork by Roxann Reisdorf (menagerie of graphics) Anne Orens for reuse of ‘Platforms by Business Model’ slide