1. E-Book Management: It Sounds Serial Carolyn DeLuca 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

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

3. 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.

4. How do YOU define an E-BOOK?

5. 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

6. “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

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

8. Is it all about the money?

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

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

11. 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!

12. 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?

13. Hey, what did we just buy?

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

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

16. 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

17. 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

18. 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

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

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

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

22. 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, Sharepoint Paper files University accounting system

24. 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

25. 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)

26. 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)

27. 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)

28. 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)

29. 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?)

30. ATLA Religion Database ATLA/S indexes books and journals, some full- text (animal) Managed, funded as web resources (animal) Integrating resource (animal)

31. 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)

32. 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)

34. 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

35. 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

36. 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

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

39. 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?

40. 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.

41. Thanks and more! Slides and documentation available at: http://www.stthomas.edu/libraries/presentations/er&l/ Carolyn DeLuca 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