Welcome to the Northeast eBooks Summit March 18, 2009 Park Plaza Hotel Boston, MA

11:00 amArrival and Registration 11:30 am – 12:45 pmKeynote Lunch: Global eBooks Survey 1:00 – 1:30 pm 2008 eBook Study Overview 1:30 – 2:15pm Interactive Breakout Sessions – Print to eBook Migration 2:15 – 3:15 pmBreakout Session Report Back 3:15 – 3:30 pmRefreshment break 3:30 – 4:45 pmeBook Panel Discussion 4:45 – 5:00 pmClosing Remarks 5:00 pmCocktail Reception Agenda

Global eBook Survey Bryan Keane Director of Academic Research Libraries eBrary

A tale of three surveys: How librarians, faculty and students perceive and use electronic resources March 2009

Overview of ebrary e-book surveys ConductedObjectiveCompleted by 2007 Global Librarian E-book Survey Spring 2007 Better understand e-book usage, purchase drivers and inhibitors, and digitization and distribution needs of libraries  ~583 respondents  48% non-U.S.  ~552 institutions 2007 Global Faculty E-book Survey Fall 2007Better understand faculty experiences with e-resources and print materials  ~906 respondents  43% non-U.S.  ~300 institutions 2008 Global Student E-book Survey Spring 2008 Explore students’ usage, needs and perceptions regarding e-books  ~6,492 respondents  67% non-U.S.  ~400 institutions

Adoption of e-books

 88% have access to e-books  45% have access to over 10,000 e-books  If you interpret fair as good, then 78% of the respondents described e-book usage at their libraries as good to excellent  If you interpret fair as not so good, 59% of respondents found e-book usage only fair to poor

Adoption of e-books (con’t)  89% of faculty say they use electronic resources for research, class preparation or instruction  64% integrate e-books into their courses  43% encourage students to use e-books in their research  31% use e-books in their own research or course preparation  29% use e-books as required course readings  51% of students say they use e-books  For those who never use e-books, the most common reason was that they did not know where to find e-books

Drivers of e-book usage STUDENT VIEWPOINT How did you learn about e-books? LIBRARIAN VIEWPOINT What drives e-book usage? 1.Librarians 2.Library catalog (MARC records and OPAC integration) 3.Library website or blog 4.Professor and staff recommendation 5.Google or other search engines 6.Peers 1.Library catalog (MARC records and OPAC integration) 2.Professor and staff recommendation 3.Library website or blog 4.Word of mouth 5.Marketing campaigns and materials 6.Google and other search engines

Drivers of e-book usage  Students and librarians are basically in agreement except students see librarians as the major drivers of e-book usage.  Librarians are a bit self-deprecating in their responses if they equated marketing campaigns and materials with their efforts.  Library instruction efforts were not a choice in the survey, which librarians may have ranked higher.

Electronic resources used for academic purposes by students

 Keep in mind that this is the 51% of the students that continued with the survey.  Google is first place students look.  The good news for e-books is that students like them once they have found them. E-books are just slightly behind search engines.  E-journals are in 7 th place after textbooks.

Electronic resources used for academic purposes by faculty

 Just like the students, faculty rank websites 1 st.  Unlike students, faculty rank e-journals 2 nd instead of 7 th.  And unlike students, faculty rank e-books 6 th instead of 2 nd.  Again keep in mind that only students who use e-books (51%) and continued in the survey are being compared to all faculty in their survey

Electronic vs. print resource preference by students

Electronic vs. print resource preference by faculty

Electronic vs. print resource preference  83% of students who said they used e-books find it preferable to use an e-book over a print version  Sometimes (32%)  Often or very often (51%).  82% of faculty find electronic resources preferable to print  Equally useful (32%)  Preferable (50%)

Advantages of e-books - faculty What do faculty say are the advantages of electronic resources for their research or instruction?  More accessible  Anytime, anywhere  Multi-user access  More usable  Easy to search and access  Easy to share  Ability to manipulate, use in Blackboard or other CMS  Ability to highlight, annotate, bookmark, etc.  Easy to print/download  Easy to save and archive  Less expensive  Saves shelf space  Cost-effective  Good for environment

Advantages of e-books - students What are the top statements students indicate as true for e-books? 1.Environmentally friendly 2.Anytime, anywhere access 3.Easy to search and find info 4.Easy to share 5.Easy to store 6.Good for quick reference 7.Easy to browse 8.Easy to use multiple documents at once 9.Easy to organize 10.Information is current 11.Easy to print or photocopy 12.Easy to cite 13.Easy to use 14.Clear graphics and images

Features of e-books Which e-book features do students rate as “very important”?  Searching: 87%  Anytime access: 86%  Off-campus access: 82%  Multi-user access: 81%  Downloading to laptop: 80%  Copying and pasting: 75%  Printing: 75%  Zoom and scale: 65%  Highlighting: 62%  Automatic citations: 56%  Ability to text: 55%  Book reviews: 45%  Multimedia: 44%  Ability to share notes: 44%  Downloading to hand held device: 42%  Collaborative tools: 40%  Personal bookshelves: 38%  Shared bookshelves: 30% Students selected “very important,” “somewhat important,” or “not important” for each item.

Perceived advantages of e-books  When asked about the advantages of e-books, both students and faculty indicated that e-books were  More accessible,  Easier to search  Easier to use online  When asked about the advantages of print books, faculty indicated that they were  Easier to read  Easier to find  More portable

Purchase drivers

Purchase drivers for librarians  The 4 top factors are interrelated  Optimizing access  Price  Access model  Curriculum dictates  Subject  Currency

Next Survey  Should there be another survey?  Who should we survey?  We have done  Librarians  Faculty  Students  We have not done publishers  What do we want to know?

2008 eBook Study Overview Are Librarians and Publishers on the Same Page? Janet Fisher Senior Publishing Consultant Publishers Communications Group Emilie Delquie Head of Research Publishers Communications Group

Publishers Communication Group E-Books in 2009 Results of a telephone survey completed by Publishers Communication Group Janet Fisher March 18, 2009

Overview About PCG Methodology and Scope Survey Results Purchasing preferences Subject areas End-users’ perspective Librarians’ perspective Q&A

About Publishers Communication Group Consulting group based in Cambridge, MA and Oxford (UK) founded in 1990 Staff of 22 with either a publishing or library background Offers marketing and research services for publishers Works with over 30,000 libraries around the world

Survey Methodology & Scope 100 librarians in the US interviewed over the phone in February 2009 Same survey conducted a year ago Sample selected at random, but all e-Books users Librarians held authoritative position in the e- Books acquisition decision-making process 11 questions: multiple-choice and open ended Included monographs, textbooks and reference works

Sample breakdown Based on the 2007 Carnegie Classification Institutions classified by the CC2000 field

SURVEY RESULTS

Purchasing Preference 89% do not have a formal migration plan Librarians prefer to buy e-Books: By collection (71) By platform (66) As single titles (43) 79% focus on their frontlist collection 62% are unlikely to also buy the same book in print in 2009

Likelihood of buying print and online copies (n=100)

Most popular subject clusters for e-Books purchases

End-users’ experience - Positive Generally well-received (especially with younger users) Increased convenience with 24/7 and remote access Searchability to get access to quick facts Copy & paste functions Breadth of collections

Ease of use for students rated by librarians

End-users’ experience – Less Positive Lack of consistency across platforms Logistics of reading a whole book online Software requirements Firewall issues Comfort Printing limits Concurrent use limitations Finding e-Book in library catalog

Libraries’ internal challenges 29% reported having no new challenges Others commented on: Cataloging & software requirements Funds allocation & gaining administration and faculty’s support Generating usage & evaluating stats Perpetual access & license agreements Pricing models Redefining workflows and roles Yet…

How much has your book selection process in the STM changed due to the increase availability of e-Books? 1 - Not at all Somewhat 4 5 – Completely Doctoral / Research Universities Master’s Colleges and Universities Baccalaureate Colleges Associate Colleges Total

Opportunities for libraries Faculty support for e-Books is on the rise in Doctoral / Research Universities and Master’s Colleges and Universities 47% will spend the same amount on e-Books in 2009 than in 2008 in spite of recent budget cuts Publishers’ offerings are increasingly more flexible and uniform Consortia offer interesting opportunities to test new pricing models

Conclusion Evolving offerings Communication between librarians, end- users and publishers is key Flexibility and standardization required from publishers Options to unbundle and consider books at chapter level Opportunities for new content to be published and available more quickly

Thank you Questions and comments are most welcome! Janet Fisher Publishers Communication Group T: E:

Interactive Breakout Session Print Book to eBook Migration Steve Sutton Vice President of Library Services YBP Library Services

Evolution of eBooks Questions for Discussion: What are your current challenges with eBooks? List and prioritize your top two. Where are you today in eBooks evolution and where will you be in 5-7 years? What are the challenges you have in the evolution and co- existence of eBooks and Print?

Breakout Session Report Back 2:15 – 3:15 pm

Refreshment Break 3:15 – 3:30 pm

eBook Panel Discussion Challenges and Successes of Implementing My Library Moderated by Mark Sandler Director, Center for Library Initiatives (CIC) Panelists: Becky Albitz Electronic Resources/Copyright Librarian, Penn State Univ. Stephen Bosch Budget and Licensing Librarian at University of Arizona Wendy Shelburne Electronic Resources Librarian at University of Illinois

Closing Remarks 4:45 – 5:00 pm Cocktail Reception 5:00 p.m.