E-Book Management — It Sounds Serial!


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Beyond the issues of how e-books are viewed or used by patrons, challenges exist for the library staff managing them. From acquisition to delivery, this hybrid may behave more like an e-journal or a database than a book. E-books make us stretch existing management tools to accommodate them.

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E-Book Management — It Sounds Serial!

  1. 1. Managing E-Books: 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 ER&L Conference
  2. 2. Agenda <ul><li>Define “e-book” </li></ul><ul><li>Review issues related to purchasing, delivery, management </li></ul><ul><li>Share strategies & decisions </li></ul><ul><li>Questions, Comments </li></ul>
  3. 3. NOT on the Agenda <ul><li>End-user experiences </li></ul><ul><li>E-book reader options </li></ul><ul><li>Rights management; licensing </li></ul><ul><li>Google Books </li></ul><ul><li>E-textbooks, open access e-books, e-books created with readers’ feedback, etc. </li></ul>
  4. 4. How do YOU define an E-BOOK?
  5. 5. Some E-book Definitions <ul><li>A book that can be consumed electronically </li></ul><ul><li>Print book that has been issued or reissued in e-format </li></ul><ul><li>Book-like content that could have been issued in print, but was only issued in e-format </li></ul><ul><li>E-only, book-like production that is enhanced with images, audio and video </li></ul><ul><li>An e-reference book (MRW), that may or may not be updated continuously </li></ul>
  6. 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. 7. Purchase Impacts Delivery and Delivery Impacts Purchase <ul><ul><li>Platform </li></ul></ul><ul><ul><li>Publisher </li></ul></ul><ul><ul><li>User level </li></ul></ul><ul><ul><li>Bundle options </li></ul></ul><ul><li>Pricing options </li></ul><ul><li>Funding options </li></ul><ul><li>Content </li></ul><ul><li>Vendor options </li></ul>
  8. 8. <ul><li>Is it all about the money? </li></ul>
  9. 9. Purchasing Decisions Impact Collection Development <ul><li>Selection decisions </li></ul><ul><li>Duplicate copies </li></ul><ul><li>Weeding </li></ul><ul><li>Preferences/impressions </li></ul><ul><li>Virtual content requires new methods of tracking </li></ul>
  10. 10. <ul><li>“ The current e-book business models are complex and vary considerably.” </li></ul><ul><li>Vasileiou, Hartley, Rowley </li></ul><ul><li>2009 </li></ul>
  11. 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. 12. Management Issues <ul><li>Once the item is acquired, who holds the truth for what we are entitled to? </li></ul><ul><ul><li>Publisher’s letter/email? </li></ul></ul><ul><ul><li>Admin site? </li></ul></ul><ul><ul><li>ERMS/Knowledgebase title list? </li></ul></ul><ul><ul><li>Colleagues interpretation of above? </li></ul></ul>
  13. 13. Hey, what did we just buy?
  14. 14. More Management Issues <ul><li>Tracking at title level </li></ul><ul><li>Archiving </li></ul><ul><li>Weeding </li></ul><ul><li>Usage statistics </li></ul><ul><li>Standards </li></ul>
  15. 15. Still More Management Issues <ul><li>Syncing up silos </li></ul><ul><li>OPAC (cataloging, links) </li></ul><ul><li>Integrating e-books into our existing tools and workflows </li></ul><ul><li>Human resources </li></ul>
  16. 16. Good News: Eliminate print considerations <ul><li>Processing </li></ul><ul><ul><li>Unpacking </li></ul></ul><ul><ul><li>Labeling </li></ul></ul><ul><ul><li>Shelving/reshelving </li></ul></ul><ul><li>Circulation </li></ul><ul><ul><li>Handling lost, stolen or damaged claims </li></ul></ul><ul><ul><li>Managing holds, late notices, ILL </li></ul></ul><ul><ul><li>Special requests (loaning reference books) </li></ul></ul><ul><li>Storage and space needs </li></ul>
  17. 17. Bad News: Add e-world considerations <ul><li>Processing </li></ul><ul><ul><li>Activate with provider </li></ul></ul><ul><ul><li>Put into the proxy </li></ul></ul><ul><ul><li>Add to management tools, Open URL products </li></ul></ul><ul><ul><li>Add to webpages </li></ul></ul><ul><ul><li>Download to a device/install software </li></ul></ul><ul><li>Circulation </li></ul><ul><ul><li>Missing access, missing content, linking issues </li></ul></ul><ul><ul><li>Gather, consolidate and report usage statistics </li></ul></ul><ul><ul><li>Keeping up with platform/publisher changes </li></ul></ul><ul><li>Archive/preservation </li></ul>
  18. 18. Is it a wash? <ul><li>Eliminate for print </li></ul><ul><li>Unpacking </li></ul><ul><li>Labeling </li></ul><ul><li>Shelving/reshelving </li></ul><ul><li>Handling lost, stolen, damaged </li></ul><ul><li>Managing holds, notices </li></ul><ul><li>ILL </li></ul><ul><li>Special requests </li></ul><ul><li>Storage and space </li></ul><ul><li>Add for E-world </li></ul><ul><li>Activate </li></ul><ul><li>Add to proxy </li></ul><ul><li>Add to tools; OpenURL </li></ul><ul><li>Add to webpages </li></ul><ul><li>Download to a device/install software </li></ul><ul><li>Resolve access issues </li></ul><ul><li>Gather usage statistics </li></ul><ul><li>Archive/preservation </li></ul>
  19. 19. Content Issues <ul><li>Wide range of e-book content </li></ul><ul><li>Content may dictate how managed </li></ul><ul><ul><li>Monographs </li></ul></ul><ul><ul><li>Reference books </li></ul></ul><ul><ul><li>MRWs </li></ul></ul><ul><li>Fiction example </li></ul><ul><ul><li>Library marketing -- Kindle </li></ul></ul>
  20. 20. Content Determines Management <ul><li>Our marketing/Kindle example: </li></ul><ul><ul><li>Catalog device </li></ul></ul><ul><ul><li>Catalog titles </li></ul></ul><ul><ul><li>Process/manage reader device </li></ul></ul><ul><ul><li>Process/manage titles </li></ul></ul><ul><ul><li>Download </li></ul></ul>
  21. 21. Delivery/Discovery issues <ul><li>OPAC (scoping, locations) </li></ul><ul><li>Platforms </li></ul><ul><li>Reader devices </li></ul><ul><li>Software </li></ul><ul><li>Plans for format extinction/evolution </li></ul>
  22. 22. Our Management Tools <ul><li>ERMS (SerialsSolutions) </li></ul><ul><ul><li>A-Z </li></ul></ul><ul><ul><li>OpenURL </li></ul></ul><ul><ul><li>MARC for ejournals </li></ul></ul><ul><ul><li>Discovery layer </li></ul></ul><ul><li>Catalog </li></ul><ul><ul><li>Holdings </li></ul></ul><ul><ul><li>Vendor info </li></ul></ul><ul><ul><li>Cost data </li></ul></ul><ul><ul><li>Discovery layer </li></ul></ul><ul><li>DB Tool </li></ul><ul><ul><li>Centralized output to website </li></ul></ul><ul><ul><li>Liaison info for/about </li></ul></ul><ul><li>Serials DB </li></ul><ul><ul><li>Publisher/platform </li></ul></ul><ul><ul><li>Liaison info for/about </li></ul></ul><ul><ul><li>Renewal info </li></ul></ul><ul><li>DeptStore files </li></ul><ul><li>University accounting system </li></ul><ul><li>Subscription agent (EBSCOnet) </li></ul><ul><li>Paper files </li></ul>
  23. 24. ERMS Wild Kingdom <ul><li>Bird (e-book) </li></ul><ul><li>Monograph </li></ul><ul><li>Book $ </li></ul><ul><li>1-time purchase </li></ul><ul><li>Purchase options vary -- vendor, direct, 3 rd party </li></ul><ul><li>May have annual subscription or hosting costs (but unlikely) </li></ul><ul><li>Licensing varies -- from minimal to extensive </li></ul><ul><li>Fish (e-journal) </li></ul><ul><li>Serial </li></ul><ul><li>Journal $ </li></ul><ul><li>By subscription </li></ul><ul><li>Purchase option norm is via agent </li></ul><ul><li>May have 1-time archive or perpetual rights fees </li></ul><ul><li>License by publisher </li></ul><ul><li>Animal (e-resource) </li></ul><ul><li>Integrating resource </li></ul><ul><li>Web resource $ </li></ul><ul><li>By subscription </li></ul><ul><li>Purchase options include consortium, direct </li></ul><ul><li>May have 1-time upfront archive or perpetual rights fees </li></ul><ul><li>Extensive licensing </li></ul>
  24. 25. Encyclopedia of the Cold War <ul><li>Published in print and online formats (bird) </li></ul><ul><li>One time purchase (bird) </li></ul><ul><li>Monograph (bird) </li></ul><ul><li>Not updated (bird) </li></ul><ul><li>Purchased with e-book funds (bird) </li></ul>
  25. 26. Manufacturing & Distribution USA <ul><li>Published in print and online formats (bird) </li></ul><ul><li>Each edition cataloged as monograph (bird) </li></ul><ul><li>Published in editions (fish) </li></ul><ul><li>Purchased with serial funds, standing order for every edition (fish) </li></ul>
  26. 27. New Palgrave Dictionary of Economics <ul><li>Initial purchase used book money (bird) </li></ul><ul><li>Future support from web resources fund (animal) </li></ul><ul><li>Our ERMs presents as e-book (bird) </li></ul><ul><li>“ Frequently updated” content (animal) </li></ul><ul><li>Acts like a database (animal) </li></ul>
  27. 28. Journal of Early Intervention <ul><li>Single e-journal (fish) </li></ul><ul><li>Funded as a serial (fish) </li></ul><ul><li>Several subscription options including with and without deep archive (still a fish) </li></ul>
  28. 29. International Year Book and Statesmen’s Who’s Who <ul><li>Serial material type (fish) </li></ul><ul><li>Has ISSN (fish) </li></ul><ul><li>Has ISBN (bird) </li></ul><ul><li>Our ERMs had listed as bird -- we asked it to be a fish (bird? fish?) </li></ul>
  29. 30. ATLA Religion Database <ul><li>ATLA/S indexes books and journals, some full-text (animal) </li></ul><ul><li>Managed, funded as web resources (animal) </li></ul><ul><li>Integrating resource (animal) </li></ul>
  30. 31. Columbia Gazetteer <ul><li>In print, it’s a book (bird) </li></ul><ul><li>In e-format, it’s an integrating resource (animal) </li></ul><ul><li>Initial purchase book funds covers access through 2013 (bird) </li></ul>
  31. 32. Historical New York Times <ul><li>ERMS -- turned on as web resource (animal) </li></ul><ul><li>ERMS -- turned on as periodicals (fish) </li></ul><ul><li>Animal made from bundling fish and adding federated search (animal fish) </li></ul>
  32. 34. International Dictionary of Company Histories <ul><li>Published in both print and online formats </li></ul><ul><li>Cataloged as multi-part monograph </li></ul><ul><li>Published in volumes </li></ul><ul><li>Purchased with serial funds </li></ul><ul><li>Create a federated search across all volumes and add new volumes regularly </li></ul>
  33. 35. UST Decisions <ul><li>Picked and promoted our favorite platforms </li></ul><ul><li>Moving to provider-neutral records in OPAC </li></ul><ul><li>Chose to put popular fiction on Kindle </li></ul><ul><li>Chose not to purchase most e-book and web resource MARC records from publishers </li></ul><ul><li>Collect use stats for e-books </li></ul><ul><li>Chose not to track e-books in a mixed format aggregated database </li></ul>
  34. 36. UST Strategies <ul><li>Developed flowcharts and documentation </li></ul><ul><li>Added new fund codes, flexibility </li></ul><ul><li>Modified Counter BR reports to DB Reports </li></ul><ul><li>Manage MRW titles in Serials Solutions ERMS </li></ul><ul><li>Built Reference Resources Tool </li></ul>
  35. 37. UST Looking Forward <ul><li>Continue evaluating: </li></ul><ul><ul><li>Staffing allocations </li></ul></ul><ul><ul><li>Serials Solutions’ e-book MARC records </li></ul></ul><ul><ul><li>Post cancellation access options </li></ul></ul><ul><li>Decide priority of archiving MRWs </li></ul>
  36. 39. Q&A <ul><li>What tips, tools, or tricks do you use? </li></ul><ul><li>Where do you go for help? </li></ul><ul><li>How do you do what you do? </li></ul><ul><li>Have you reassigned staff? </li></ul><ul><li>What have you stopped doing? </li></ul>
  37. 40. Bibliography <ul><li>Nelson, Mark R. “E-Books in Higher Education: Nearing the End of the Era of Hype?” ECAR Research Bulletin, 2008. </li></ul><ul><li>Orens, Anne. “Business issues and trends in the digital book landscape.” NISO webinar: E-books: A rapidly evolving marketplace , August 2009. </li></ul><ul><li>Vasileiou, Magdalini, Richard Hartley, and Jennifer Rowley. &quot;An Overview of the e-Book Marketplace.&quot; Online Information Review 33.1 (2009): 173-92. </li></ul>
  38. 41. Thanks and more! <ul><li>Slides and documentation available at: </li></ul><ul><li>http://www.stthomas.edu/libraries/presentations/er&l/ </li></ul><ul><li>Carolyn DeLuca </li></ul><ul><li>[email_address] </li></ul><ul><li>Dani Roach </li></ul><ul><li>[email_address] </li></ul><ul><li>Special thanks to: </li></ul><ul><li>Artwork by Roxann Reisdorf (menagerie of graphics) </li></ul><ul><li>Anne Orens for reuse of ‘Platforms by Business Model’ slide </li></ul>