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E-Book Management: It Sounds Serial Carolyn De. Luca Electronic Resources Librarian University of St. 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 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; 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? How do YOU define an E-BOOK?

Some E-book Definitions • A book that can be consumed electronically • Print 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, “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 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? Is it all about the money?

Purchasing Decisions Impact Collection Development • • • Selection decisions Duplicate copies Weeding Preferences/impressions 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 “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 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 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? Hey, what did we just buy?

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

Still More Management Issues • Syncing up silos • OPAC (cataloging, links) • Integrating 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 • 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 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, 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 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 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 • 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 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 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) • 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 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 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) 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 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, 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) 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) • 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 • 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 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 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 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 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 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. Thanks and more! Slides and documentation available at: http: //www. stthomas. edu/libraries/presentations/er&l/ Carolyn De. Luca [email protected] edu Dani Roach [email protected] edu Special thanks to: Artwork by Roxann Reisdorf (menagerie of graphics) Anne Orens for reuse of ‘Platforms by Business Model’ slide