1. Welcome to the New York eBooks Summit May 5, 2009 Crowne Plaza Hotel New York, NY

2. 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

3. Publishers Communication Group E-Books in 2009 Results of a telephone survey completed by Publishers Communication Group Janet Fisher Emilie Delquie May 5, 2009

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

5. 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

6. Survey Methodology & Scope 119 librarians in the US interviewed over the phone in February & April 2009 Same survey conducted a year ago Sample selected at random, but all currently buying e-Books 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

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

8. SURVEY RESULTS

9. Purchasing Preferences Subject collections are the preferred model over “pick & choose” options (40% vs. 29%) 3 out of 4 respondents focus on developing their frontlist collection 58% spend at least 75% of their resources on recent books 18% spend no more than 5% on older books Librarians currently buy e-Books: By collection (70%) By publishers’ platform (59%) As single titles (43%)

10. Purchasing Preferences by Type of Institution

11. Print vs. Online Preferences 89% do not have a formal migration plan 69% of those who do, are Doctoral/Research & Masters Institutions 63% are unlikely to buy the same book in print in 2009 Consistent trend across 4 types of institutions Significant change over last year’s results

12. Likelihood of buying print and online copies (%) 2009 2008

13. Most popular subject clusters for e-Books purchases

14. 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

15. Ease of use for students rated by librarians

16. 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

17. 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…

18. How much has your book selection process in the STM changed due to the increased availability of e-Books? 1 - Not at all 2 3 - Somewhat 4 5 – Completely Doctoral / Research Universities 351042 Master’s Colleges and Universities 2241022 Baccalaureate Colleges 21533- Associate Colleges 14333- Total 601726124

19. Libraries in New York (n=22) 2 have a formal migration plan in place 64% expect their level of spending on e-Book to remain the same this year compared to 2008 22% will see a decrease because of budget cuts Strong preference for consortia purchases 68% unlikely to duplicate print & online New e-books offerings had little to no impact on selection process at 50% of institutions in NY (vs. 65% nationwide)

20. Opportunities for libraries Faculty support for e-Books is on the rise in Doctoral / Research Universities and Master’s Colleges and Universities 50% 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

21. 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

22. Thank you Questions and comments are most welcome! Janet Fisher Publishers Communication Group T: 617-395-4033 E: jfisher@pcgplus.comjfisher@pcgplus.com www.pcgplus.com

23. Interactive Breakout Session Print Book to eBook Adoption Cynthia Cleto Global Manager for eBooks Springer

24. Roundtable Discussion: What are your current challenges with print to eBooks adoption? List and prioritize your top two. What challenges do you have with the co-existence of eBooks and Print? How are/will eBooks impact workflows? Are current offerings meeting your needs (technology & content & business models)? How could they be improved? Evolution of eBooks

25. Refreshment Break Resume at 2:50

26. eBook Panel Discussion Challenges and Successes of Implementing eBooks @ 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

27. Springer’s Perspectives and Closing Remarks Syed Hasan President Sales Americas

28. Cocktail Reception