1. ASERL Webinar: Use of E-Readers in ASERL Libraries February 18, 2011 WELCOME! TODAY’S PRESENTERS: DUKE UNIVERSITY: Nancy Gibbs EAST CAROLINA UNIVERSITY: Eleanor Cook FLORIDA INTERNATIONAL UNIV: Valerie Boulos UNIV of ALABAMA: Beth Holley & Millie Jackson

2. USING THE WEBINAR SYSTEM  Audio for all participants is automatically muted. Y ou may speak freely with colleagues.  You can ask a question in two ways:  Enter text in “Questions” box  Raise your hand; moderator will temporarily un-mute your audio connection.

3. BASIC AGENDA  Welcome, Housekeeping, Opening Comments (John)  Overview of Devices (Valerie)  Chart – Who is Doing What? (John)  Roles of E-Readers in Collection Management (Nancy & Millie)  Processes Used to Content Selection in ASERL Libraries (Nancy & Beth)  Content Purchasing & Licensing Options (Eleanor)  Sales Tax Issues (Eleanor & Beth)  Cataloging Devices & their Contents (Millie)  Promotion & Marketing (Nancy)  Device Check-Out, Maintenance, Repairs (Nancy)  Future ASERL activities (John)

4. Is This The Future? Or Not? January 2011 – Amazon reports more titles sold to Kindles than in print. February 2011 – NYT begins separate bestseller list for ebooks. BUT: Gizmodo.com adds Kindles to list of “technologies on the brink of disappearing” in 2011. CES features dozens of tablet computers (again). Pew Internet study cites low adoption of e-readers vs other technologies. (see graphic)graphic Introduction – J Burger

5. E-Reader Devices: Some Generalizations  E-Readers…  … are a device used to read content  … play music  … are a USB device  Most Black & White readers use E Ink Technology  Reflects ambient light  Stable image (no refresh rates)  More comfortable to read than backlit displays  Low power consumption  Integrated dictionary  Ability to change font size, line spacing, screen orientation  Ability to highlight, bookmark, take notes Intro to e-reader Devices / V Boulos, Florida International Univ

6. Variety of Devices Amazon Kindle Amazon Kindle DX Barnes & Noble NOOK Barnes & Noble NOOKcolor Sony Reader Kobo eReader Velocity Cruz Reader Pandigital Novel And more… http://en.wikipedia.org/wiki/Comparison_of_e-book_readers Plus: Apps on multi-use devices (iPad, Tablets, SmartPhones, etc.) Intro to e-reader Devices / V Boulos, Florida International Univ

7. Amazon’s Kindle (3 rd Gen)  Device Size: 7.5" x 4.8" x 0.335“  Reading Panel: 4.8”x 3.56”  Weight: 8.5 ounces  Capacity: 4 gb (approx. 3,500 books)  Operating System: Linux  E Ink Pearl  Battery –10-31 days  Input via keyboard (not touch)  Text-to-Speech capability  Wi-Fi  Wi-Fi + 3G Intro to e-reader Devices / V Boulos, Florida International Univ

8. NOOK  Device Size: 7.8" x 4.9" x 0.43“  Reading Panel: 4.8”x 3.56”  Weight: 12.1 ounces  Operating System: Android  E Ink Pearl  Menuing system has color touchscreen  Battery – approx 10 days  Wi-Fi –or- Wi-Fi + 3G  Free Wi-Fi at most B&N stores  Ability to read some titles free in store Intro to e-reader Devices / V Boulos, Florida International Univ

9. NOOKcolor  Size: 8.1" x 5.0" x 0.48“  Reading Panel: 6.1”x 3.56”  Weight: 15.8 ounces  Operating System: Android  Battery – approx 10 days  LCD “VividView” color touchscreen  Backlit  Wi-Fi only  Free Wi-Fi at most B&N stores  Ability to read some titles free in store Intro to e-reader Devices / V Boulos, Florida International Univ

10. NOOK capacity  NOOK Capacity: 2 gb  approx. 1,500 books  Expansion slot for microSD  NOOKcolor Capacity: 8 gb  approx. 6,000 books  Expansion slot for microSD Intro to e-reader Devices / V Boulos, Florida International Univ

11. Sony Readers  Pocket Reader  Device Size: 5.7" x 4.1" x 0.33”  Reading Panel: 4.125” x 3”  Weight: 5.5 ounces  Operating System: Linux  E Ink Pearl  Full Touchscreen  Battery – approx 14 days  Capacity: 2 gb (1,200 books)  Reader Touch  Device Size: 6.6 x 4.7 x.38”  Reading Panel: 4.875” x 3.75”  Weight: 7.6 ounces  Operating System: Linux  E Ink Pearl  Full Touchscreen  Battery – approx 14 days  Capacity: 2 gb Expansion slot for Memory Stick Duo and SD Sonys include the ability to take notes with a stylus

12. Kindle Supported Files Text Files: Kindle native (.azw) MOBI/PRC PDF Text files (.txt) Web files (.htm,.html) Word documents (.doc) Graphic Files Jpeg GIF PNG Converted bitmaps (.bmp) Audio Files: MP3 Audible (.aa,.aax) Intro to e-reader Devices / V Boulos, Florida International Univ

13. Nook & Sony file types  ePub  PDF  Html  pdb (Palm Digital Media)  Txt  Mp3 audio  Image formats (.jpg,.gif,.png,.bmp)  NOOKcolor:  Mp4 videos  Sony: .rtf  BBeB (Broad Band eBook).lrs,.lrf,.lrx Intro to e-reader Devices / V Boulos, Florida International Univ

14. Adobe Digital Editions “Adobe® Digital Editions software offers an engaging way to view and manage eBooks and other digital publications. Use it to download and purchase digital content, which can be read both online and offline. Transfer copy- protected eBooks from your personal computer to other computers or devices.” -- http://www.adobe.com/products/digitaleditions/  Supported Devices  Sony Readers  NOOK (and NOOKcolor)  Kobo  Others?  Use with:  EBL  Overdrive Digital Editions acts as Digital Rights Manager Intro to e-reader Devices / V Boulos, Florida International Univ

15. How the DRM works (basically)  Download Adobe Digital Editions (ADE) on your computer  Register for an Adobe account (free).  You can have up to 12 devices per account (including computers and e-readers)  Download content from library vendors in.acsm files and open with ADE  Connect e-reader with the USB cable.  Within ADE, click-and-drag content onto the e- reader. Intro to e-reader Devices / V Boulos, Florida International Univ

17. iPad  Size: 9.6" x 7.5" x 0.5“  Reading Panel: 7.75”x 6”  Weight: 24 ounces (1.5 lbs)  Operating System: iOS  Capacity – 16 gb, 32 gb, 64 gb  Battery – approx 10 hours  LED display with IPS techology  Backlit  Multi-touch screen  Wi-Fi -or- Wi-Fi + 3G  3G requires a data plan with monthly fees Intro to e-reader Devices / V Boulos, Florida International Univ

18. Helpful Apps  Bluefire Reader  Supports ePub and Adobe eBook DRM (.ascm files)  works with EBL  iBooks  Kindle  Nook  Google Books  OverDrive (mostly in public libraries)  Elsevier Sciencedirect Intro to e-reader Devices / V Boulos, Florida International Univ

19. In the Near Future  Mirasol displays – low-power ability of e-ink and color ability of LCD screens. No backlight.  Wide variety of Android tablets.  Flexible e-paper displays Intro to e-reader Devices / V Boulos, Florida International Univ

20. Issue #1 Role of e-readers -- Duke University Libraries Duke/ASERL Webinar for e-Readers 02/18/2011 20  Roles of e-Readers in collection Development and User Services Strategies  How are the devices and content purchases funded?

21. Budgeting for devices and titles Duke/ASERL Webinar for e-Readers 02/18/2011 21  Duke believed it was important to have funding set aside for new technology  Duke took a very small portion of the allocated budget for this new technology for e-readers  Devices are changing constantly  Titles can be duplicated on devices which made the funds go further  Cost for “popular literature” is less than for scholarly titles

22. Duke’s Expenditures for project Duke/ASERL Webinar for e-Readers 02/18/2011 22  Duke began this pilot in late Fall 2009 and rolled out the Kindle devices in February 2010; Nooks were rolled out in June 2010 along with additional Kindles.  Devices in 2010 and 2011 amounted to $16,558.37  Content in 2010 and 2011 amounted to $3,363.37

23. Purpose of Duke’s e-Reader Pilot  Provide a way for patrons to interact with new and emerging book and information technologies  Increase access to high-demand titles  We began with 12 Kindles and then added an additional 6 Kindles and 15 Nooks; Div School, Med Sch Lib added devices  Providing many books available to users at a fraction of the cost of a popular print book. 23 Duke/ASERL Webinar for e-Readers 02/18/2011

24. Role of e-readers at The University of Alabama Libraries  Began as a pilot project Fall 2009 in three branches: Gorgas, Rodgers Science & Engineering, Bruno Business Library  Funding from A-Day fundraiser  Purchases 18 Kindle 2 and 18 Kindle DX’s  Kindle policies: http://www.lib.ua.edu/policies/kindle http://www.lib.ua.edu/policies/kindle University of Alabama E-Reader Pilot

25. Content Selection at UA  Initial content selected by a library representative from each branch so there would be content available.  Patrons allowed to request content by completing an online form.  Only limitation is that we do not load textbooks.  Allocated $20,000 for content for the first year.  Spent $1,426 in FY09, $2,088 in FY10, $537 in FY11 (to date). University of Alabama E-Reader Pilot

26. Role of Collection Development  This project is not part of the collection development policy  We have not relied on e-books on e-readers as a sole copy.  Many titles fall into the category of “popular reading” University of Alabama E-Reader Pilot

27. UA’s e-Reader Circulation Policies  2 week circulation  Initially no renewals. We reviewed policies in the summer 2010 and added one renewal. University of Alabama E-Reader Pilot

28. E-Reader Circulation by Library University of Alabama E-Reader Pilot

29. e-Reader Circulation by Patron Group University of Alabama E-Reader Pilot

30. 30 Duke/ASERL Webinar for e-Readers 02/18/2011

31. Issue #2 Content Selection Criteria  Highest-circulation titles in Perkins’ New & Noteworthy and Current Literature collection (titles that have circulated more than 15 times)  Titles in these collections with more than 3 hold requests  Newly published titles in high demand (e.g. The Lost Symbol)  Patron purchase suggestions via ereaders@Duke.edu  Major new content in Spring 2011 31 Duke/ASERL Webinar for e-Readers 02/18/2011

32. Titles per device  One purchased Kindle title can be loaded on up to 6 Kindles.  One purchased Nook title can be loaded on to as many Nooks as we own.  Not all Kindle titles are also available for Nooks. 32 Duke/ASERL Webinar for e-Readers 02/18/2011

33. Purchasing e-Reader Devices & Titles  Required a new workflow different from standard processes.  Workflow is different for each type of device.  Amazon and Barnes & Noble only allowed purchases by credit card (all staff have these).  e-Readers not password protected. 33 Duke/ASERL Webinar for e-Readers 02/18/2011

34. Purchasing Process for Kindles  Register Kindle each time device returned and de-register when checked out.  Continual re-keying of account information  Acquisitions staff cannot purchase titles while Kindle on loan.  Prevents patron from purchasing titles.  Enter credit card information at time of purchase and remove immediately.  Minimal keying to enter credit card number.  Acquisitions staff can purchase titles at any time.  Very slight risk that library patrons can purchase titles while credit card information in system. Option 1: Registering/De-registering Option 2: Re-entering credit card information 34 Duke/ASERL Webinar for e-Readers 02/18/2011

35. Purchasing Process for Nooks  Re-add credit card info  Purchase 1 title per group of Nooks  Download and open title on all devices  Remove the credit card information  Make one employee default credit card holder  Purchase 1 title per group of Nooks  Device must be opened multiple times to ensure all titles are available  Remove the credit card information Option 1Option 2 35 Duke/ASERL Webinar for e-Readers 02/18/2011

36. Purchasing and Downloading Titles 36 Duke/ASERL Webinar for e-Readers 02/18/2011

37. Problem with titles per POD  Lost authors’ permissions from publishers created the loss of access to titles in the pod.  Amazon’s process for removing one lost access per pod was willy-nilly! 37 Duke/ASERL Webinar for e-Readers 02/18/2011

38. Ongoing purchasing Duke/ASERL Webinar for e-Readers 02/18/2011 38  After initial large purchase to get all devices loaded  Purchased additional e-Reader devices - implications  Ongoing purchasing occurs as PDA, monthly and to refresh devices  Have not purchased games, textbooks, non-book content

39. Content to date  Over a two-month roll-out period, Duke University Libraries cataloged 75 titles for Amazon.com Kindles. Since then:  83 new titles have been added  A subset of Kindle titles have been added to Barnes & Noble Nooks 39 Duke/ASERL Webinar for e-Readers 02/18/2011

40. Ordering Process – The University of Alabama  Monday-Friday at 2:00pm  Kindle must be in hand before registering  Title verified and added  Kindle deregistered  Spreadsheets updated  700 field added to catalog record University of Alabama E-Reader Pilot

41. Issue #4: Kindles & Sales Tax  In June 2010 some Kindle publishers started charging sales tax. After learning that sales tax would be charged even though all tax exempt documents had been filed, The University of Alabama chose not to purchase from publishers charging sales tax.  The continuous process of handling refund checks of less than one or two dollars and the reconciliation of the p-card was not cost effective. E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

42. Barnes & Noble  List Price: $24.99  Online Price: $14.51  (You Save 41%)  Spend $25, Get FREE Shipping. Usually ships within 24 hours  Add to Cart Add to Cart E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

44. To ensure that we are able to process your order as tax exempt, please follow these steps: Complete the Checkout process, and be sure you have entered your tax exemption certificate number. Fax your tax exemption certificate to 201-559- 3883. You must include your order number with the fax. Upon receipt of your tax exemption certificate, the information will be entered into our system (please allow up to 24 hours), and then your order will process and ship. You will be set up for future orders, too. Note: If we don't receive your documentation within 72 hours, your order will process with applicable sales tax. Tax Exempt E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

46. Must request individual refund for every transaction Dear Eleanor Cook, Thank you for your inquiry regarding order #17879692. We have received your request for tax reimbursement and have issued credit to your credit card for the following orders: 178796929-$0.96 178796609-$0.80 178796808 -$0.80 178796746 -$0.12 178783432 -$0.96 178796368 -$0.44 178796261 -$1.04 178796866 -$0.56 The refunds will appear on your credit card in 1-2 billing statements. If you have any additional questions or comments, please email us at taxes@book.com. Visit www.bn.com and click on the options that appear in the upper right-hand corner to view information about your order. We look forward to your next visit. Sincerely, Kathy Barnes & Noble http://www.bn.com taxes@book.comwww.bn.com http://www.bn.com

47. Must wait for credits to appear on charge card report  Every reconciliation takes 10 clicks on the Bank of America’s “Works” site  Credits do not always come during the same billing period.  Must print out confirmation of refund for every single transaction E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

48. Kindle situation: very different!

49. A list of publishers who charge tax (1)  Sales Tax on Items Purchased from Select Amazon Merchants  In order to offer you the widest selection and the most convenient shopping experience, Amazon.com has teamed with many other merchants. Your order may contain items from one or more of these online merchants. Each of these online merchants may have different sales tax collection obligations, depending upon their business policies and the location of their operations. Amazon.com calculates sales taxes on the merchants' behalf in accordance with their instructions. These instructions vary depending on the tax laws in each state.  The following is a partial list of merchants selling items at Amazon.com which may be included in your order, and the states in which they charge sales tax.  Amazon.com LLC: KS, KY, ND, NY and WA  Amazon Digital Services, Inc.: KY, ND, NY and WA (Kindle content, MP3s, and digital videos are only taxable in KY and WA)  Electronic Arts, Inc.: All States except for AK, ID, ME, MS, ND, NM, SD, VT, WV, and WY*  Magazine Express, Inc.: AL and WA  New York Times, Inc.: AL, DC, KY, and NY* E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

50. A list of publishers who charge tax (2)  Synapse Services, Inc.: WA only  Target.com: All states other than VT  Hachette Digital, Inc.: AL, AZ, CO, CT, DC, HI, ID, IN, KY, LA, ME, MS, NC, NE, NJ, NM, SD, TN, TX, UT, VT, WA, WI and WY*  Harper Collins Publishers, LLC: All States*  Penguin Group (USA) Inc: All States*  Simon & Schuster Digital Sales, Inc.: All states other than AK, DE, MT, NH, and OR*  Macmillan: AZ, CO, CT, DC, HI, IN, KY, ME, MS, NC, NE, NJ, NM, SD, TN, TX, UT, VT, WA, WI and WY*  Dow Jones & Company, Inc: AZ, CT, DC, HI, ID, KY, NC, SD, and TX*  Zondervan Corporation LLC: CA, CO, FL, GA, IA, IL, IN, LA, MA, MD, MI, MO, NC, NV, OH, PA, SC, TX and WA*  * Kindle books, subscriptions and active content titles sold by various publishers are subject to sales tax based on the publisher's state tax reporting obligations and the taxability of digital books in those states. As a result, sales tax for Kindle books sold by the publisher may differ from the sales tax to which you've been accustomed for Kindle products. E. Cook, East Carolina University, ASERL Webinar on Ebook readers, 2/18/2011

51. Issue #5 UA -- Cataloging & Access to e-books University of Alabama E-Reader Pilot  Libraries take different approaches to providing access to e-book titles.  Approach depends on local decisions.  Standards for e-books on e-readers are an issue.

52. Cataloging e-reader content  At UA we catalog the physical Kindle and add new titles to each record.  Titles are added in 700 field, indicator 12  245 is used for the Kindle # (ex Kindle 19) University of Alabama E-Reader Pilot

53. Public record – UA example University of Alabama E-Reader Pilot

54. MARC record – UA example University of Alabama E-Reader Pilot

55. Cataloging e-Reader Content at Duke University Libraries  Over a two-month roll-out period, Duke University Libraries cataloged 75 titles for Amazon.com Kindles. Since then:  83 new titles have been added  A subset of Kindle titles have been added to Barnes & Noble Nooks Duke/ASERL Webinar for e-Readers 02/18/2011

56. Standardization  Adherence to national cataloging standards  Working models  Use existing workflows/ functionality where possible  Standardization is the prerequisite for scalability Duke/ASERL Webinar for e-Readers 02/18/2011

57. Scalability continued Duke/ASERL Webinar for e-Readers 02/18/2011

59. Challenges  Cataloging content without a chief source of information  Most ereader titles require original cataloging  Scalability is possible, but integration into general workflow more difficult Duke/ASERL Webinar for e-Readers 02/18/2011

60. Challenges continued  Most ereader titles required original cataloging  Example: out of 75 titles cataloged for the initial pilot, only 5 titles matched copy cataloging guidelines  This percentage has held true in the 9 months since the pilot  Scalability is possible, but integration into the general Cataloging and Metadata Services workflow Duke/ASERL Webinar for e-Readers 02/18/2011

61. Issue #6 – Marketing & Promotion http://library.duke.edu/e-Readers/index.html http://library.duke.edu/e-Readers/index.html 61 Duke/ASERL Webinar for e-Readers 02/18/2011

62. How we marketed @ Duke Duke/ASERL Webinar for e-Readers 02/18/2011 62  Library Web pages  Duke Chronicle (student newspaper)  Duke University News and Communication Office ran article (local Barnes and Noble saw article)  Duke article picked up in Durham Herald Sun  YouTube video available on e-Readers page of the library home page  Word of mouth  Conferences and webinars

63. Patron services Duke/ASERL Webinar for e-Readers 02/18/2011 63  Request an e-Reader through the catalog  Request a pick-up location on campus at one of our service points  Have FAQ in device holders  Have FAQ on library’s home page  Have PDA request capability on library’s web site ereaders@Duke.edu

64. Three circulation points Training staff Holds, renewals, etc A quick note about Circulation Duke/ASERL Webinar for e-Readers 02/18/2011

65. What we circulate Duke/ASERL Webinar for e-Readers 02/18/2011 65  Device  Power cord  FAQ’s produced by Library Acq staff  FAQ that comes with devices (also replicated on e-Reader pages in case lost)  All folded into a simple carrying case  Marking the back of your devices is VERY important

66. How we circulate Duke/ASERL Webinar for e-Readers 02/18/2011 66  Through the online catalog  With carrying case and all the accoutrements  After signing waiver explaining cost implications if lost or damaged  Take holds for future circulation  Circulation period of 2 weeks

67. Tech Support by Acq staff  FAQ for devices  Airport man  Burnt cases  New cords, covers  Total wipeouts  Questions from afar  PDF’s 67 Duke/ASERL Webinar for e-Readers 02/18/2011

68. Next Steps @ Duke  Review success of project and determine if additional/different devices should be purchased. What is affect of workflows on this project?  Report being written in March 2011 assessing pilot and recommending future directions for this and other new technologies. 68 Duke/ASERL Webinar for e-Readers 02/18/2011