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http://www.niso.org/news/events/2013/virtual/epub3NISO Virtual Conference: EPUB3 and the Future of Interoperable E-books: ...
NISO Virtual Conference:                                          EPUB3 and the Future of Interoperable E-books:          ...
EPUB3 and the Library                             Community                                Sue                            ...
Agenda ePub in Libraries Challenges of multiple formats Advantages of EPUB3 as a standard Roadblocks to full adoption
Would you like that in ePub3 format?
Would you like that in ePub3 format?         eWhat?
DjVu                         .djvu   PDFeReader                                 TXT     BBeB .pdb         EPUB            ...
Challenges of Multiple Formats Users confused Inconsistent use Technical failures                                    Se...
Library staff opinions            Pew Internet Research Study, 1/22/2013 Three most popular services are:   Classes on e...
Format Preference in Public LibrariesIn last year’s study, we found that competing ebook formats      and hardware devices...
Many users are frustrated with how complicated the  process is to download ePub books to a computer and  then use Adobe Di...
23% of library patronsunsuccessful in borrowing ebooks      due to technical difficulty   Library Journal Patron Profiles,...
Challenges of Multiple Formats Users confused Inconsistent use Technical failures                                    Se...
Advantages of EPUB3 for               libraries
ePUB is a growingstandard in the industry
Read on Multiple Devices              similar user experience
How we read eBooks         Tablet Computer            23%              Cell Phones           29%                 eReader  ...
Reflowable Adapts to screen size (mobile!) Change Font     Size Instant large print
Multimedia and Interactivity Audio Video Media Overlays Quizzes Math ML
Multimedia and Interactivity Audio Video Media Overlays                           Course Quizzes                  Smar...
AccessibilityLibraries must be ADA compliant!
“Facilitate Content Accessibility” Navigation Semantic Markup                                                           ...
ALA eBook Scorecard  On a 5 point scale rank the publisher’s provision of   accessible ebook content in which 1 indicates ...
Other Special Features Bookmarks Annotations Chapter/TOC links auto created Copy/paste
Discovery of Content Would a single format allow us to create more                        robust discovery tools?
Roadblocks to full        adoption
Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012
Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012
http://www.pewinternet.org/Reports/2012/E-readers-and-tablets/Findings.aspx
http://dearauthor.com/ebooks/yes-you-can-read-epubs-on-the-kindle-fire/
PDF
PDF Standard software on every library computer Most libraries don’t have epub  readers on public computers Journal con...
Academic Libraries, Technology Used      Library Journal Academic Patron Profiles, January, 2013
In which format do usersgenerally prefer ebooks?
Academic Libraries                 multiple responses allowed70605040                                                     ...
School Libraries                 multiple responses allowed302520                                                         ...
Public libraries                 multiple responses allowed70605040                                                       ...
DRM
ePUB – free and open ebook standard
ePUB on DRM
ePUB on DRM   Apple’s              Adobe?  Fairplay?
Publishers, Aggregators, a              nd Retailers
Adopting ePUB3 ePUB plus format Backwards compatibility Converting ePUB2 to ePUB3 Slow adoption by retailers & aggrega...
Library Vendor FormatsChart courtesy, Mirela Roncevic, designed for Library Technology Reports
I’ve trusted [vendor] to do the ebook thingthe best/right way. I’m wishing their model  would allow for download of titles...
What’s the next big thing?
Conclusions Multiple formats, vendors, and DRM hinder use of  ebooks in libraries PDF remains the dominant format in aca...
Thank You! Margaret Harrison, Oxford University Press Jamie LaRue, Douglas County Libraries Christopher Platt, New York...
Questions?                        sue.polanka@                         wright.edu         Twitter     @noshelfrequired    ...
Evolution of Z39.86               Z39.98, EPUB 3                      and          Accessible Ebook Production
> What is DAISY • Digital Accessible Information SYstem • Not-for-profit consortium of organizations   for the blind and a...
> Background  • Revision of Z39.86 was initiated in 2008  • New standard would encompass two parts:    – Part A would be a...
> The Nuts and Bolts of Z39.98  • It’s a framework not a format    – defines how to build markup grammars    – enables con...
> Z39.98 Design Goals  1. Adaptability    –   Accommodate the        needs of many producers    –   Allows for localizatio...
> Z39.98 Design Goals  2. Modularity    –   Plug-in architecture    –   Simplify building of new content models
> Z39.98 Design Goals  3. Self-describing    –   Semantically rich data
> Z39.98 Design Goals  4. Data-repurposing    –   Accommodate parallel publishing workflows                          EPU  ...
> Abstract Document Model  • Defines the structure without defining the    content
> Profiles and Features  • Profiles are complete document models built    using the abstract document model, adhering    t...
> Z39.98 Core Module Pool  • Building blocks of a schema        •   Sections        •   Tables        •   Figures        •...
> Shared Semantics  • Z39.98 Semantic Vocabulary    – Semantics added via the role attribute
> Pre-Defined Profiles  • The working group defined three schemas as    proof of concept and for immediate use:     – Book...
> Pre-Defined Profiles  • Automated documentation
> Z39.98 In Use Today  • DAISY Pipeline 2 Tool    – Transformations for Z39.98 to EPUB 3, HTML and Braille (PEF)
> Z39.98 In Use Today  • DIAGRAM accessible description content model developed    using the framework http://diagramcente...
> Z39.98 In Use Today  • CNIB has implemented the format internally    for text production    – Customized document model ...
> EPUB 3 Accessibility                                 Text-to-Speech             Media Overlays                       Web...
> EPUB 3 and DAISY                       DAISY             EPUB 2              EPUB 3    Structure         DTBook         ...
> Structure and Semantics• The DNA of your document: describes the data• Enables intelligent behaviours in reading  system...
> epub:type attribute  • Semantic Inflection     – Make statements about your markup     – EPUB 3 Structural Semantics Voc...
> Logical Reading Order
> MathML  • Removes ambiguity of    natural language descriptions  • DAISY MathML Guidelines     http://www.daisy.org/z398...
> SVG          Raster                     Vector    GIF / JPEG / PNG                  SVG           http://www.w3.org/TR/S...
> Audio / Video
> Media Overlays     EPUB3 includes DAISY-style synchronization of text with pre-      recorded audio            Full te...
> EPUB Navigation Document
> Web Standards  • WCAG 2.0:    –   Perceivable    –   Operable    –   Understandable    –   Robust  • WAI-ARIA - Roles, s...
> O’Reilly Books                  http://shop.oreilly.com/product/0636920025283.do http://shop.oreilly.com/product/0636920...
> Accessibility Guidelines •   Condensed information and examples •   Includes content accessibility checklist •   Work in...
> IDPF Accessibility Forum  • Ask questions!    http://idpf.org/forums/epub-accessibility  • Forum is monitored
> EPUB 3.0.1 Revision  • New features up for discussion that can    further improve accessibility:    – Support for longde...
> Thank you!  • Z39.98 Framework and Profiles        http://www.daisy.org/z3998/2012/  • EPUB 3 Accessibility Guidelines  ...
hypothes.is/niso     @dwhly
All knowledge, annotated.
1013
2013
2023
3013
Marc Andreessen
hypothes.is/historicalprojects
Why we don’t have this.•   No peer-review model.•   Not annotation based.•   No way to link inside things.•   No cold star...
A non-profit project toenable communitymoderated annotation of theworld’s knowledge.
An annotationaddress   payload   target
target(specific            payloadlocation)
Digital annotations are addressable       http://domain/path
Open Annotation
The Free Universal Construction Kit
Now
Coming SoonDocument ―A‖            Blog ―B‖
Document ―A‖   Blog ―B‖
Document ―A‖   Blog ―B‖
Blog ―B‖17m 32s
Blog ―B‖
Selecting for quality                     Signal                                Meta-moderationVOLUME            Voice    ...
Solving for …• High volume• Personal > group > global contexts• Minor & major doc changes• Cross-format content (HTML & PD...
DEMO
hypothes.is/alpha
It should be where we are.
Select some text.
Contribute our thinking.
Have a discussion.
Link to it.
Share it.
Embed it.
Survive (minor) changes.  The quick brown fox juxps over the lazy dog.
Survive (minor) changes.  The quick brown fox juxps over the lazy dog.
Survive (minor) changes.  The quick brown fox jumps over the lazy dog.
Survive (minor) changes.away the cat will play. The quick brown fox jumps over the lazy dog. Jack and Jill ran up the     ...
Survive (minor) changes.away the cat will play. The quick brown fox jumps over the lazy dog. Jack and Jill ran up the     ...
Survive larger edits
Survive larger edits
Annotate anywhere, view      everywhere   URL         URL / doi / hash   HTML             PDF
Long term archival storage              + ?
Every Time You Say “eISBN”, AKitten Bleeds
BISG Policy Statement
1 ISBN or Many? Pros and Cons
1 ISBN per format: Pros
1 ISBN per Format: Cons
1 ISBN-Many Formats: Pros
1 ISBN-Many Formats: Cons
Takeaways
Reality
eISBN
How Did This Even Happen?
eISBN Is Not A Thing
ISBNs is ISBNs
Parts Is Parts
Laura.Dawson@bowker.com
The EPUB 3 Support Grid:Measuring Reading System ComplianceAngela BoleDeputy Executive DirectorBook Industry Study Group  ...
About BISG  Creating a more informed,  empowered, and efficient  book industry                 © 2013, the Book Industry S...
Neutrality             © 2013, the Book Industry Study Group, Inc.   15
BISG’s “Virtuous Circle”                © 2013, the Book Industry Study Group, Inc.   15
Standards andEducation                              Best Practicesand Events             Research                © 2013, t...
Removing Friction                            XBITS  Metadata                                                     EDI      ...
Removing Friction                            XBITS  Metadata                                                     EDI      ...
Policy Statement                     ―The Book Industry Study Group                     (BISG) endorses EPUB 3 as the     ...
Why EPUB 3?                                                    Sales by Format: Adult Fiction$1,600,000,000$1,400,000,000 ...
Why EPUB 3?                                                Sales by Format: Adult Nonfiction$2,500,000,000$2,000,000,000  ...
Why EPUB 3?                                                     Sales by Format: Kids Books$1,800,000,000$1,600,000,000$1,...
The EPUB 3 Support Grid               © 2013, the Book Industry Study Group, Inc.   16
© 2013, the Book Industry Study Group, Inc.   16
Reading the Grid                    Reading Systems/Platforms    Functionality    EPUB 3                           © 2013,...
Why the Grid?Slow Adoption of EPUB 3Non-ComplianceFractured Marketplace                          © 2013, the Book Industry...
Notes on the GridUpdated FrequentlySome info provided byvendors, some notBISG welcomes industryfeedback                   ...
Recent Updates to the Grid                      New Vendors:                       • CourseSmart                       • I...
EPUB Functionality Navigation Elements   • TOC Navigation   • Page List Navigation   • Landmarks Navigation   • Custom Nav...
EPUB Functionality Pagination   • Reflowable   • Fixed Layout Text Content    • XHTML    • SVG    • MathML    • epub:switc...
EPUB Functionality Linking    • Embedded IDs    • CFI    • Linking inside the book    • Linking outside the book Text Layo...
EPUB Functionality Global Language Support    • Ruby positioning    • CSS writing modes    • Text direction    • Page-dire...
EPUB Functionality Multimedia   • Audio       • MP3       • AAC       • Remote       • Embedded   • Video       • H.264   ...
EPUB FunctionalityOther Document Types       Separate Device Features   • PDF                     • Region Magnification  ...
Reading Systems                  © 2013, the Book Industry Study Group, Inc.   17
Adobe Family                              CourseSmartADE 1.7.2                                 CourseSmart Online         ...
Infogrid Pacific                            Nook FamilyAZARDI Desktop                              Nook iPad Reader (App)A...
VitalSource Family                                AppsAndroid                                           OverDriveBrowser  ...
Focus on “Multimedia”               © 2013, the Book Industry Study Group, Inc.   18
Audio               Adobe                          Amazon                     X      No       No          No           O  ...
Audio               Apple     CourseSmart                 Google               IDPF                     N/A       X       ...
Audio                   Nook       Safari Books                          Sony                    ?      N/A      X        ...
Audio                             VitalSource                           Overdrive BlueFire                    X      X    ...
Conclusion   Competing content delivery systems and non-    compliance create friction in the marketplace   BISG’s EPUB ...
Thanks for listening!          Angela Bole        angela@bisg.org        646-336-7141 x11                 © 2013, the Book...
Kansas Statewide eBookConsortium: Lessons Learned             JO BUDLER          STATE LIBRARIAN     NISO VIRTUAL CONFEREN...
Agenda Brief history of the Kansas eBook Consortium  including its purpose Lessons learned What we would have done diff...
Kansas eBook Consortium State Library of Kansas is committed to ever  improving library service to Kansas residents Prov...
Kansas eBook Consortium Started in Dec. 2005 OverDrive provided platform & content Included downloadable eBooks (print ...
Who is served? Population: 2.7 million Diverse service area (some urban, mostly rural) Access included ALL libraries  ...
State Library of Kansas Provided funding for the platform ($10,800)   Continue to do so for all three providers now. Pr...
Changes in 2010                  www.kslib.info
Changes that occurred in 2010 March 2010: new State Librarian of Kansas Summer 2010: new pricing and contract from OverD...
More changes Dec. 5, 2011: SLK ended downloadable eBook  service contract with OverDrive In Dec. 2011, promoted    Inte...
..and more Partnership with CALIFA (Summer 2012)   Utilizes Adobe eBook Platform Other providers added later   Freadin...
What did not change Commitment to the users of this service Communication increased   With the librarians   Through li...
Lessons learned1. If you plan on being inclusive, do so from the verybeginning.    Serving all Kansans = all libraries   ...
Lesson2. Ownership vs. Leasing    Know your contract    Access trumps all      Content      Holds      Functionality ...
More lessons3. Collection Development    Someone needs to monitor      Holds: Ideally there are no more than 5 holds on ...
And more lessons4. Customer satisfaction    Help with devices    Download questions/help    Functionality of the variou...
What would we have done differently?1. Have libraries commit to contributing set amountsfrom the beginning    “Fair share...
What would we have done differently?3. Training component at the State Library ratherthan help desk    Training modules ...
Ideally Adobe eBook Platform with Discovery software in place    Ease of check-out        Kansas Library Card = number ...
Contact info             Jo Budler          State Librarian      State Library of Kansas     Statehouse, Room 312-N300 SW ...
EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com
"DRM is not a selling point. There’s noone who’s ever bought a book becauseit had DRM."                         —Cory Doct...
Digital Rights         Management• Ideological wars• RMS’ ―Digital Restrictions  Management‖• Hackers & Crackers• Insert y...
Current DRM         Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple F...
Current DRM         Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple F...
Adobe Content           Server• Widespread use today• EPUB 2 compliant• EPUB 3 maybe possibly perhaps soon-  ish • Don’t b...
DRM Technology
Enabling end users
Four Components• User Authentication• Device (Reading System)  Authentication• Content Authentication• Action Authorization
Two Components• User Authentication• Device (Reading System)  Authentication• Content Authentication• Action Authorization
• Guaranteed identity      Authentication • Absolute requirement for any rights    management• Identifying a user — are th...
Authorization• Action-by-action • ―Read content‖ is an authorized    action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is ...
Authorization• Action-by-action • ―Read content‖ is an authorized    action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is ...
Libraries• Loan out content • Specific time-frames • Differing authentication    requirements?   • Library-approved device...
Denying       Authorization• Encrypted content• Decrypt only upon successful  authentication and/or authorization
Identities• Four things to identify: • The consumer, i.e. the person   reading now • The purchaser • The reading system • ...
Watermarking• Four things to identify: • The consumer, i.e. the person   reading now • The purchaser • The reading system ...
Lightweight Content     Protection• Four things to identify: • The consumer, i.e. the person   reading now • The purchaser...
Strong DRM• Four things to identify: • The consumer, i.e. the person   reading now • The purchaser • The reading system • ...
EPUB 3 Support• EPUB 3 defines some things • Encryption metadata format • Digital Signature metadata format • Some things ...
Readium• Started as a web-based reference  implementation of EPUB 3 via Chrome  browser• Now an open source foundation wit...
Readium SDK• A commercially-viable native EPUB 3  implementation • Similar in scope to Adobe RMSDK • Implemented by who’s-...
Readium LCP• A specification for Lightweight Content  Protection• Designed for both commercial sales  and lending • Lendin...
Readium LCP• Draft proposal available online • https://dl.dropbox.com/u/896638/Kob    o-EPUB-LCP.pdf• Details will change,...
Readium LCP• Input from libraries much appreciated • The primary features of Readium    LCP are geared towards your use   ...
EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com
The future of EPUB 3EPUB 3 and the future of interoperable ebooks: what libraries need to know                            ...
http://shop.oreilly.com/product/0636920024897.do#
Growing Industry Support for EPUB 3    … soon in a vendor directory at idpf.org
EPUB 3 Reading System Test Suite• Objective, repeatable RS tests that anyone can run, anywhere• Accumulation of results fo...
and oh, in the meanwhile…• Formatting EPUB 3 content to be   EPUB 2 Reading System compatible• Key aspect of recent O’Reil...
Borrowed from http://toc.oreilly.com/2013/02/oreillys-journey-to-epub-3.html
II. Projects 2013 and forward
Collaboration with major standards bodies•   EPUB 3.0.1     • Minor revision focusing on spec bugs and reference updates  ...
2013-15: segment focus on educationKey focus areas (initial set)   • LMS Integration, APIs (LTI et al)   • Interactive mat...
Modular Development: 2013•   Indexes•   Dictionaries and Glossaries• Annotations• Standard Widget Library• Advanced Hybrid...
EPUB IndexesEbook indexes: human-crafted tools for guided content discovery  Better navigation      Index expand/collapse ...
EPUB Dictionaries & Glossaries (PD Q2 2013)• Typical “system-level” dictionary not sufficient   • Children and levels of r...
Standard Widget LibraryGoal: ―templates‖ for interactive HTML5/EPUB objects: no coding required        •   Sufficiently si...
EPUB Advanced Hybrid Layouts (PD Q3 2013)  Imagine an EPUB that contains multiple renditions…  The Advanced Hybrid Layout ...
Readium – where next?• Project run during 2012 – reference implementation of EPUB 3 RS• Widely used in QA processes• Live ...
Thank you!• IDPF needs your help and input on…   • Reading System test suite   • Standard widget library   • Current and f...
NISO WebinarConnecting the Dots: Constellations in theLinked Data UniverseQuestions?All questions will be posted with pres...
THANK YOU           Thank you for joining us today.Please take a moment to fill out the brief online survey.         We lo...
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
Slideshare April 17 NISO Virtual Conference
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Slideshare April 17 NISO Virtual Conference

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EPUB3 is a standard for interoperable e-books that is rapidly being adopted by the publishing and device manufacturing community. It has the promise of allowing publishers to create a single file format that can be rendered on any reading device, such as an e-reader, tablet, laptop, smartphone, etc. This will be a critical component of a library's e-book services, since libraries must be in a position to serve patrons who come in with a range of devices, not simply from one particular supplier. Understanding the e-book files and why EPUB will allow a broader range of fulfilling patron needs is something that both publishers and librarians need to understand. Join us for a discussion of the strengths and weaknesses of EPUB3, suggested tools for implementation, barrier issues on the horizon, and the significant improvements in accessibility with EPUB.

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Slideshare April 17 NISO Virtual Conference

  1. 1. http://www.niso.org/news/events/2013/virtual/epub3NISO Virtual Conference: EPUB3 and the Future of Interoperable E-books: What Libraries Need to Know April 17, 2013 11:00a.m. – 5:00 p.m. (EST)
  2. 2. NISO Virtual Conference: EPUB3 and the Future of Interoperable E-books: What Libraries Need to KnowAgendaIntroductions and Moderation – Todd Carpenter, Executive Director, NISOKeynote Speaker• 11:00 AM - 12:00 PM: – Sue Polanka, Head, Reference & Instruction, Wright State University Libraries• 12:00 - 12:45 PM: EPUB and Metadata – Bill Kasdorf, Vice President, APEX
Lunch Break 12:45 PM - 1:30 PMEPUB3: What, How, and Why• 1:30 - 2:15 PM: NISO/DAISY Interchange Format Update – Matt Garrish, Accessibility Consultant; Editor of the Z39.98 and EPUB 3 Specifications• 2:15 - 2:45 PM: Annotation of E-books: A NISO standard in development Dan Whaley, Founder, hypothesis.is• 2:45 - 3:15 PM: Identification of E-books – Laura Dawson, Product Manager, BowkerBreak 3:15 - 3:30 PMImplementation and Implications• 3:30 - 3:50 PM: BISGs EPUB3 Support Grid – Angela Bole, Deputy Executive Director, BISG• 3:50 - 4:10 PM: Implementing an E-book System – Joanne M. Budler, State Librarian, State Library of Kansas• 4:10 - 4:30 PM: Digital Rights Management (DRM) – Jim Dovey, Digital Content Formats Evangelist, KoboFuture of EPUB• 4:30 - 5:00 PM: Roundtable Discussion – George Kerscher, Secretary General DAISY Consortium, and President, International Digital Publishing Forum (IDPF) and Todd Carpenter, Executive Director, NISO
  3. 3. EPUB3 and the Library Community Sue Polanka@noshelfrequired Wright State No Shelf University Required® Libraries
  4. 4. Agenda ePub in Libraries Challenges of multiple formats Advantages of EPUB3 as a standard Roadblocks to full adoption
  5. 5. Would you like that in ePub3 format?
  6. 6. Would you like that in ePub3 format? eWhat?
  7. 7. DjVu .djvu PDFeReader TXT BBeB .pdb EPUB /RTF .lrf .lrx Microsoft Reader .lit eBook MobiPocket Formats .prc .mobi pdg Daisy HTML AZW KF8 Kindle Libris .lbr
  8. 8. Challenges of Multiple Formats Users confused Inconsistent use Technical failures Service Training needed User Experience
  9. 9. Library staff opinions Pew Internet Research Study, 1/22/2013 Three most popular services are:  Classes on e-borrowing  Classes on handheld reading devices  Online ask a librarian service
  10. 10. Format Preference in Public LibrariesIn last year’s study, we found that competing ebook formats and hardware devices were a substantial barrier to offering ebooks to library users. Library Journal, Survey of ebook Use in US Public Libraries, 2012
  11. 11. Many users are frustrated with how complicated the process is to download ePub books to a computer and then use Adobe Digital Editions to transfer them to an eReader. Kindle users are not nearly as frustrated as everyone else. Library Journal, Survey of ebook Use in US Public Libraries, 2012
  12. 12. 23% of library patronsunsuccessful in borrowing ebooks due to technical difficulty Library Journal Patron Profiles, January 2012
  13. 13. Challenges of Multiple Formats Users confused Inconsistent use Technical failures Service Training needed User Experience
  14. 14. Advantages of EPUB3 for libraries
  15. 15. ePUB is a growingstandard in the industry
  16. 16. Read on Multiple Devices similar user experience
  17. 17. How we read eBooks Tablet Computer 23% Cell Phones 29% eReader 41% Computer 42%Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012
  18. 18. Reflowable Adapts to screen size (mobile!) Change Font Size Instant large print
  19. 19. Multimedia and Interactivity Audio Video Media Overlays Quizzes Math ML
  20. 20. Multimedia and Interactivity Audio Video Media Overlays Course Quizzes Smart Math ML Inkling Vital Textbooks Source Children’s Books
  21. 21. AccessibilityLibraries must be ADA compliant!
  22. 22. “Facilitate Content Accessibility” Navigation Semantic Markup ePUB3 Dynamic Layouts Section 4 Aural Renditions and Media Overlays Fallbacks Scripting http://www.idpf.org/epub/30/spec/epub30-overview.html#sec-accessibility
  23. 23. ALA eBook Scorecard On a 5 point scale rank the publisher’s provision of accessible ebook content in which 1 indicates no commitment to accessibility and 5 indicates all ebook content offered is in fully implemented DAISY or [e]PUB3 format.
  24. 24. Other Special Features Bookmarks Annotations Chapter/TOC links auto created Copy/paste
  25. 25. Discovery of Content Would a single format allow us to create more robust discovery tools?
  26. 26. Roadblocks to full adoption
  27. 27. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012
  28. 28. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012
  29. 29. http://www.pewinternet.org/Reports/2012/E-readers-and-tablets/Findings.aspx
  30. 30. http://dearauthor.com/ebooks/yes-you-can-read-epubs-on-the-kindle-fire/
  31. 31. PDF
  32. 32. PDF Standard software on every library computer Most libraries don’t have epub readers on public computers Journal content eBook content Users method of reading most academic library content
  33. 33. Academic Libraries, Technology Used Library Journal Academic Patron Profiles, January, 2013
  34. 34. In which format do usersgenerally prefer ebooks?
  35. 35. Academic Libraries multiple responses allowed70605040 EPUB30 PDF Optimized/Reader20100 2010 2011 2012 Library Journal, Survey of ebook Use in US Academic Libraries, 2012
  36. 36. School Libraries multiple responses allowed302520 EPUB15 PDF10 Optimized/Reader50 2010 2011 2012 Library Journal, Survey of ebook Use in US School Libraries, 2012
  37. 37. Public libraries multiple responses allowed70605040 EPUB30 PDF Optimized/Reader20100 2010 2011 2012 Library Journal, Survey of ebook Use in US Public Libraries, 2012
  38. 38. DRM
  39. 39. ePUB – free and open ebook standard
  40. 40. ePUB on DRM
  41. 41. ePUB on DRM Apple’s Adobe? Fairplay?
  42. 42. Publishers, Aggregators, a nd Retailers
  43. 43. Adopting ePUB3 ePUB plus format Backwards compatibility Converting ePUB2 to ePUB3 Slow adoption by retailers & aggregators Endless possibilities for creativity Each book is a little app
  44. 44. Library Vendor FormatsChart courtesy, Mirela Roncevic, designed for Library Technology Reports
  45. 45. I’ve trusted [vendor] to do the ebook thingthe best/right way. I’m wishing their model would allow for download of titles in epub format for devices. Currently their app for handling doesn’t display things in that format which is cumbersome to my users!
  46. 46. What’s the next big thing?
  47. 47. Conclusions Multiple formats, vendors, and DRM hinder use of ebooks in libraries PDF remains the dominant format in academic libraries EPUB3 content is needed for more than public libraries Tablet adoption will overtake eReaders, making ePUB3 a more viable option for all makes/models Libraries, publishers, and content providers must adapt to changing technologies and formats, preparing for ePUB3 with software and services
  48. 48. Thank You! Margaret Harrison, Oxford University Press Jamie LaRue, Douglas County Libraries Christopher Platt, New York Public Library Mirela Roncevic, Consultant Scott Wasinger & Ken Breen, EBSCO
  49. 49. Questions? sue.polanka@ wright.edu Twitter @noshelfrequired noshelfrequired.com
  50. 50. Evolution of Z39.86 Z39.98, EPUB 3 and Accessible Ebook Production
  51. 51. > What is DAISY • Digital Accessible Information SYstem • Not-for-profit consortium of organizations for the blind and accessible producers formed in 1996 • Maintainers of the ANSI/NISO Z39.86 Digital Talking Book specification (DTBs) • George Kerscher Secretary General of DAISY and President of the IDPF Board • Markus Gylling – CTO of both DAISY and IDPF, Chair of EPUB 3 WG www.daisy.org
  52. 52. > Background • Revision of Z39.86 was initiated in 2008 • New standard would encompass two parts: – Part A would be a new text standard (Authoring and Interchange) – Part B would be the updated talking book standard (Distribution) • A key goal was to separate text production from presentation – had been entwined in DTBook grammar – need for flexibility for internal production of print braille, large print and other formats
  53. 53. > The Nuts and Bolts of Z39.98 • It’s a framework not a format – defines how to build markup grammars – enables consistency across implementations Image courtesy of Grant Cochrane / FreeDigitalPhotos.net
  54. 54. > Z39.98 Design Goals 1. Adaptability – Accommodate the needs of many producers – Allows for localizations – Choice of data complexity
  55. 55. > Z39.98 Design Goals 2. Modularity – Plug-in architecture – Simplify building of new content models
  56. 56. > Z39.98 Design Goals 3. Self-describing – Semantically rich data
  57. 57. > Z39.98 Design Goals 4. Data-repurposing – Accommodate parallel publishing workflows EPU B Large Print Print Braille Z39.86 / DAISY 2.02
  58. 58. > Abstract Document Model • Defines the structure without defining the content
  59. 59. > Profiles and Features • Profiles are complete document models built using the abstract document model, adhering to the rules in Z39.98 • Features are self-contained models that can be plugged into profiles. MathML and SVG are examples, but any custom grammar can be defined.
  60. 60. > Z39.98 Core Module Pool • Building blocks of a schema • Sections • Tables • Figures • Descriptions • Pagebreaks • Transitions • Notes • Annotations – Importing adds elements to the different layers http://www.daisy.org/z3998/2012/auth/cm/
  61. 61. > Shared Semantics • Z39.98 Semantic Vocabulary – Semantics added via the role attribute
  62. 62. > Pre-Defined Profiles • The working group defined three schemas as proof of concept and for immediate use: – Book – Newsfeed Aggregator – Generic Document http://www.daisy.org/z3998/2012/auth/profiles/
  63. 63. > Pre-Defined Profiles • Automated documentation
  64. 64. > Z39.98 In Use Today • DAISY Pipeline 2 Tool – Transformations for Z39.98 to EPUB 3, HTML and Braille (PEF)
  65. 65. > Z39.98 In Use Today • DIAGRAM accessible description content model developed using the framework http://diagramcenter.org
  66. 66. > Z39.98 In Use Today • CNIB has implemented the format internally for text production – Customized document model for ingesting file into Duxbury translation software – Generating DAISY 2.02 files for TTS • Swiss Library for Blind, Visually Impaired and Print Disabled have been working to create automated braille translation in DAISY Pipeline tool using liblouis
  67. 67. > EPUB 3 Accessibility Text-to-Speech Media Overlays Web Techniques (HTML5/WCAG) ARIA Rich Navigation Metadata Structure and Semantics
  68. 68. > EPUB 3 and DAISY DAISY EPUB 2 EPUB 3 Structure DTBook HTML4 or DTBook HTML5 Semantics N/A N/A epub:type Modalities SMIL text+audio N/A Media Overlays N/A N/A Video Navigation NCX/NCC NCX Navigation Document Interactivity N/A N/A Forms+Scripting+ARIA TTS N/A N/A SSML+PLS+CSS3 MathML Limited N/A Supported Styling/Layout CSS 2 CSS 2.1 CSS 2.1 + 3
  69. 69. > Structure and Semantics• The DNA of your document: describes the data• Enables intelligent behaviours in reading systems• Facilitates access to content and simplifies navigation HTML5 improves the base vocabulary • section, aside, article, figure
  70. 70. > epub:type attribute • Semantic Inflection – Make statements about your markup – EPUB 3 Structural Semantics Vocabulary http://idpf.org/epub/vocab/structure/
  71. 71. > Logical Reading Order
  72. 72. > MathML • Removes ambiguity of natural language descriptions • DAISY MathML Guidelines http://www.daisy.org/z3986/structure/SG-DAISY3/part2-math.html
  73. 73. > SVG Raster Vector GIF / JPEG / PNG SVG http://www.w3.org/TR/SVG-access/
  74. 74. > Audio / Video
  75. 75. > Media Overlays  EPUB3 includes DAISY-style synchronization of text with pre- recorded audio  Full text / full audio  Partial text and audio  Structured audio  Bridges the gap between the audio book and the text-based ebook – lets the user choose their reading modality
  76. 76. > EPUB Navigation Document
  77. 77. > Web Standards • WCAG 2.0: – Perceivable – Operable – Understandable – Robust • WAI-ARIA - Roles, states and properties – Make forms and custom controls accessible
  78. 78. > O’Reilly Books http://shop.oreilly.com/product/0636920025283.do http://shop.oreilly.com/product/0636920025283.do http://shop.oreilly.com/product/0636920024897.do
  79. 79. > Accessibility Guidelines • Condensed information and examples • Includes content accessibility checklist • Work in progress… • DAISY developing reading system evaluation http://www.idpf.org/accessibility/guidelines
  80. 80. > IDPF Accessibility Forum • Ask questions! http://idpf.org/forums/epub-accessibility • Forum is monitored
  81. 81. > EPUB 3.0.1 Revision • New features up for discussion that can further improve accessibility: – Support for longdesc – Expanded structural semantics vocabulary – Semantic enrichment (RDFa and microdata)
  82. 82. > Thank you! • Z39.98 Framework and Profiles http://www.daisy.org/z3998/2012/ • EPUB 3 Accessibility Guidelines http://idpf.org/accessibility/guidelines • IDPF Accessibility Forum http://idpf.org/forums/epub-accessibility Matt Garrish matt.garrish@cdata.biz Consultant
  83. 83. hypothes.is/niso @dwhly
  84. 84. All knowledge, annotated.
  85. 85. 1013
  86. 86. 2013
  87. 87. 2023
  88. 88. 3013
  89. 89. Marc Andreessen
  90. 90. hypothes.is/historicalprojects
  91. 91. Why we don’t have this.• No peer-review model.• Not annotation based.• No way to link inside things.• No cold start strategy.• Not open, not interoperable.• Poor design.• Short term thinking.
  92. 92. A non-profit project toenable communitymoderated annotation of theworld’s knowledge.
  93. 93. An annotationaddress payload target
  94. 94. target(specific payloadlocation)
  95. 95. Digital annotations are addressable http://domain/path
  96. 96. Open Annotation
  97. 97. The Free Universal Construction Kit
  98. 98. Now
  99. 99. Coming SoonDocument ―A‖ Blog ―B‖
  100. 100. Document ―A‖ Blog ―B‖
  101. 101. Document ―A‖ Blog ―B‖
  102. 102. Blog ―B‖17m 32s
  103. 103. Blog ―B‖
  104. 104. Selecting for quality Signal Meta-moderationVOLUME Voice Noise floor Obvious trolls Identity SpamSQUELCH Noise
  105. 105. Solving for …• High volume• Personal > group > global contexts• Minor & major doc changes• Cross-format content (HTML & PDFs)• Combining anchored & unanchored• Extension vs embedded• Using the community to moderate the conversation• The cold start
  106. 106. DEMO
  107. 107. hypothes.is/alpha
  108. 108. It should be where we are.
  109. 109. Select some text.
  110. 110. Contribute our thinking.
  111. 111. Have a discussion.
  112. 112. Link to it.
  113. 113. Share it.
  114. 114. Embed it.
  115. 115. Survive (minor) changes. The quick brown fox juxps over the lazy dog.
  116. 116. Survive (minor) changes. The quick brown fox juxps over the lazy dog.
  117. 117. Survive (minor) changes. The quick brown fox jumps over the lazy dog.
  118. 118. Survive (minor) changes.away the cat will play. The quick brown fox jumps over the lazy dog. Jack and Jill ran up the prefix selection postfix
  119. 119. Survive (minor) changes.away the cat will play. The quick brown fox jumps over the lazy dog. Jack and Jill ran up the prefix selection postfix https://github.com/hypothesis/h/wiki/fuzzy-anchoring
  120. 120. Survive larger edits
  121. 121. Survive larger edits
  122. 122. Annotate anywhere, view everywhere URL URL / doi / hash HTML PDF
  123. 123. Long term archival storage + ?
  124. 124. Every Time You Say “eISBN”, AKitten Bleeds
  125. 125. BISG Policy Statement
  126. 126. 1 ISBN or Many? Pros and Cons
  127. 127. 1 ISBN per format: Pros
  128. 128. 1 ISBN per Format: Cons
  129. 129. 1 ISBN-Many Formats: Pros
  130. 130. 1 ISBN-Many Formats: Cons
  131. 131. Takeaways
  132. 132. Reality
  133. 133. eISBN
  134. 134. How Did This Even Happen?
  135. 135. eISBN Is Not A Thing
  136. 136. ISBNs is ISBNs
  137. 137. Parts Is Parts
  138. 138. Laura.Dawson@bowker.com
  139. 139. The EPUB 3 Support Grid:Measuring Reading System ComplianceAngela BoleDeputy Executive DirectorBook Industry Study Group © 2013, the Book Industry Study Group, Inc. 15
  140. 140. About BISG Creating a more informed, empowered, and efficient book industry © 2013, the Book Industry Study Group, Inc. 15
  141. 141. Neutrality © 2013, the Book Industry Study Group, Inc. 15
  142. 142. BISG’s “Virtuous Circle” © 2013, the Book Industry Study Group, Inc. 15
  143. 143. Standards andEducation Best Practicesand Events Research © 2013, the Book Industry Study Group, Inc. 15
  144. 144. Removing Friction XBITS Metadata EDI EPUB RFID Content Structure © 2013, the Book Industry Study Group, Inc. 15
  145. 145. Removing Friction XBITS Metadata EDI EPUB RFID Content Structure © 2013, the Book Industry Study Group, Inc. 15
  146. 146. Policy Statement ―The Book Industry Study Group (BISG) endorses EPUB 3 as the accepted and preferred standard for representing, packaging, and encoding structured and semantically enhanced Web content — including XHTML, CSS, SVG, images, and other resources — for distribution in a single-file format.‖ © 2013, the Book Industry Study Group, Inc. 16
  147. 147. Why EPUB 3? Sales by Format: Adult Fiction$1,600,000,000$1,400,000,000 eBooks$1,200,000,000$1,000,000,000 Hardcover $800,000,000 Mass-market $600,000,000 Paperback $400,000,000 Softcover $200,000,000 $0 2008 2009 2010 2011 © 2013, the Book Industry Study Group, Inc. 16
  148. 148. Why EPUB 3? Sales by Format: Adult Nonfiction$2,500,000,000$2,000,000,000 eBooks$1,500,000,000 Hardcover$1,000,000,000 Mass-market Paperback $500,000,000 Softcover $0 2008 2009 2010 2011 © 2013, the Book Industry Study Group, Inc. 16
  149. 149. Why EPUB 3? Sales by Format: Kids Books$1,800,000,000$1,600,000,000$1,400,000,000 eBooks$1,200,000,000$1,000,000,000 Hardcover $800,000,000 $600,000,000 Mass-market Paperback $400,000,000 Softcover $200,000,000 $0 2008 2009 2010 2011 © 2013, the Book Industry Study Group, Inc. 16
  150. 150. The EPUB 3 Support Grid © 2013, the Book Industry Study Group, Inc. 16
  151. 151. © 2013, the Book Industry Study Group, Inc. 16
  152. 152. Reading the Grid Reading Systems/Platforms Functionality EPUB 3 © 2013, the Book Industry Study Group, Inc. 16
  153. 153. Why the Grid?Slow Adoption of EPUB 3Non-ComplianceFractured Marketplace © 2013, the Book Industry Study Group, Inc. 16
  154. 154. Notes on the GridUpdated FrequentlySome info provided byvendors, some notBISG welcomes industryfeedback © 2013, the Book Industry Study Group, Inc. 16
  155. 155. Recent Updates to the Grid New Vendors: • CourseSmart • Inkling Updated Vendors • Safari Books Online • Google • Sony © 2013, the Book Industry Study Group, Inc. 16
  156. 156. EPUB Functionality Navigation Elements • TOC Navigation • Page List Navigation • Landmarks Navigation • Custom Navigation Elements Metadata • Multiple title types • External metadata records (ONIX, MARC, etc.) © 2013, the Book Industry Study Group, Inc. 17
  157. 157. EPUB Functionality Pagination • Reflowable • Fixed Layout Text Content • XHTML • SVG • MathML • epub:switch • Preserves UTF-8/16 encoding © 2013, the Book Industry Study Group, Inc. 17
  158. 158. EPUB Functionality Linking • Embedded IDs • CFI • Linking inside the book • Linking outside the book Text Layout & Styling • Preservation of publisher provided styling and layout • Tables, numbered lists, bulleted lists, text on background images, floating elements, multi-column layout, headers/footers • Media queries © 2013, the Book Industry Study Group, Inc. 17
  159. 159. EPUB Functionality Global Language Support • Ruby positioning • CSS writing modes • Text direction • Page-direction-progression •Alternate style sheets Fonts • Embedded • Obfuscated embedded • Built in Unicode font support • Font descriptors © 2013, the Book Industry Study Group, Inc. 17
  160. 160. EPUB Functionality Multimedia • Audio • MP3 • AAC • Remote • Embedded • Video • H.264 • VP8 • Remote • Embedded • Media Overlays • Media Overlays highlight styling © 2013, the Book Industry Study Group, Inc. 17
  161. 161. EPUB FunctionalityOther Document Types Separate Device Features • PDF • Region Magnification • RTF • Pinch & Zoom • MS Word • Orientation lock Usability & Accessibility • Hide structural navigation levels • Device keyboard accessibility • User Interface controls exposed to and traversible by assistive technologies • Text content exposed to and traversible by assistive technologies © 2013, the Book Industry Study Group, Inc. 17
  162. 162. Reading Systems © 2013, the Book Industry Study Group, Inc. 17
  163. 163. Adobe Family CourseSmartADE 1.7.2 CourseSmart Online CourseSmart Android/IOSAmazon FamilyKindle e-ink Mobi7 GoogleKindle e-ink KF8 (Touch) Google E-Books, App and OnlineKindle Fire (KF8)Kindle IOS (Mobi7)Kindle Android (KF8) IDPFKindle Mac and PC (Mobi7) ReadiumApple FamilyApple iBooks App © 2013, the Book Industry Study Group, Inc. 17
  164. 164. Infogrid Pacific Nook FamilyAZARDI Desktop Nook iPad Reader (App)AZARDI Oline Nook Simple Touch (Device)AZARD WebApp Safari Books OnlineInkling Family Safari Books OnlineInkling Safari Books iOS/Android (Apps)Kobo Family Sony FamilyKobo iPad Reader (App) ReaderKobo Android Reader (App) Reader JapanKobo WiFi (Device) Reader Android AppKobo Touch, Glo, Mini (Device) Reader Android App (Japan)Kobo Arc (Device)Kobo Vox (Device) © 2013, the Book Industry Study Group, Inc. 17
  165. 165. VitalSource Family AppsAndroid OverDriveBrowser BlueFireiOSKindle Fire (Device)MacWindows © 2013, the Book Industry Study Group, Inc. 17
  166. 166. Focus on “Multimedia” © 2013, the Book Industry Study Group, Inc. 18
  167. 167. Audio Adobe Amazon X No No No O O ? MP3 ? No No No No No No AAC Remote No No No No No No No Embedded X X X X X X XVideo X No No No O O ? H.264 ? No No No No ? ? VP8 Remote No No No No No No No Embedded X X X X X X XMedia Overlays No No No No No No NoMedia Overlays No No No No No No Nohighlight styling © 2013, the Book Industry Study Group, Inc. 18
  168. 168. Audio Apple CourseSmart Google IDPF N/A X X X X (system dependent) MP3 N/A Browser No X X dependent (system dependent) AAC Remote X X X No X Embedded X X X X XVideo N/A Browser X X X dependent (system dependent) H.264 N/A Browser X X X dependent (system dependent) VP8 Remote X X X No X Embedded N/A X X X XMedia Overlays ? No No X X***Media Overlays ? No No X Nohighlight styling © 2013, the Book Industry Study Group, Inc. 18
  169. 169. Audio Nook Safari Books Sony ? N/A X No No No X No MP3 ? N/A No No No No X No AAC Remote ? N/A No No No No No No Embedded ? N/A No No No No X NoVideo ? N/A No No N/A N/A X No H.264 ? N/A No No N/A N/A No No VP8 Remote ? N/A X No No No No No Embedded X ? X No No No X NoMedia Overlays ? ? No No No No X NoMedia Overlays X ? No No No No X Nohighlight styling © 2013, the Book Industry Study Group, Inc. 18
  170. 170. Audio VitalSource Overdrive BlueFire X X X X X X ? No MP3 X X X X X X ? No AAC Remote X X X X X X ? No Embedded X X X X X X NoVideo IE9 X X X X X N/A H.264 only IE9 No Varies No No No ? N/A VP8 only Remote X X X X X X ? No Embedded X X X X X X ? NoMedia Overlays No No No No No No ? NoMedia Overlays No No No No No No ? Nohighlight styling © 2013, the Book Industry Study Group, Inc. 18
  171. 171. Conclusion Competing content delivery systems and non- compliance create friction in the marketplace BISG’s EPUB 3 Grid provides needed information to content creators The EPUB 3 Support Grid is continually updated to account for a shifting marketplace © 2013, the Book Industry Study Group, Inc. 18
  172. 172. Thanks for listening! Angela Bole angela@bisg.org 646-336-7141 x11 © 2013, the Book Industry Study Group, Inc. 18
  173. 173. Kansas Statewide eBookConsortium: Lessons Learned JO BUDLER STATE LIBRARIAN NISO VIRTUAL CONFERENCE APRIL 17, 2013 www.kslib.info
  174. 174. Agenda Brief history of the Kansas eBook Consortium including its purpose Lessons learned What we would have done differently had we known then what we know now! www.kslib.info
  175. 175. Kansas eBook Consortium State Library of Kansas is committed to ever improving library service to Kansas residents Provide reading material to all Assist librarians in bringing newest technologies to their patrons Downloadable eBooks expand the number of titles available to the blind community of readers. www.kslib.info
  176. 176. Kansas eBook Consortium Started in Dec. 2005 OverDrive provided platform & content Included downloadable eBooks (print and audio), music and video All inclusive (school, public, academic and special libraries) serving all Kansas residents. www.kslib.info
  177. 177. Who is served? Population: 2.7 million Diverse service area (some urban, mostly rural) Access included ALL libraries  Public libraries = 329  33 of the 329 serve populations over 10,000  5 serve populations over 100,000  School = approximately 1000  Academic  Two Year Institutions = 26  Regents Institutions = 7  Private Institutions = 22 www.kslib.info
  178. 178. State Library of Kansas Provided funding for the platform ($10,800)  Continue to do so for all three providers now. Provided funding for much of the content  Continues; all Freading tokens are funded by SLK Contracted for this service through BCR (OCLC network in Colorado)  Now SLK manages this service itself Renewed the 2 year contract on an on-going basis  New contracts renew annually www.kslib.info
  179. 179. Changes in 2010 www.kslib.info
  180. 180. Changes that occurred in 2010 March 2010: new State Librarian of Kansas Summer 2010: new pricing and contract from OverDrive  Platform fees were raised to $75,000  Contract language changed to remove ownership of purchased material www.kslib.info
  181. 181. More changes Dec. 5, 2011: SLK ended downloadable eBook service contract with OverDrive In Dec. 2011, promoted  Internet Archives/Open Library  Gutenberg titles Jan. 2012, SLK continues to offer downloadable eBook service through  One Click (Recorded Books)  3M www.kslib.info
  182. 182. ..and more Partnership with CALIFA (Summer 2012)  Utilizes Adobe eBook Platform Other providers added later  Freading (January 2013)  Baker and Taylor (November 2012) www.kslib.info
  183. 183. What did not change Commitment to the users of this service Communication increased  With the librarians  Through libraries to end-users  Through the media  LJ  Local newspapers  TV stations  Radio stations www.kslib.info
  184. 184. Lessons learned1. If you plan on being inclusive, do so from the verybeginning.  Serving all Kansans = all libraries www.kslib.info
  185. 185. Lesson2. Ownership vs. Leasing  Know your contract  Access trumps all  Content  Holds  Functionality www.kslib.info
  186. 186. More lessons3. Collection Development  Someone needs to monitor  Holds: Ideally there are no more than 5 holds on a title  Relationship with librarians  Recommendations  Funding (to get new titles and more copies to reduce holds) • “Recommended level of contribution”***  Relationship with end users  Recommendations  Some want to give donations *** www.kslib.info
  187. 187. And more lessons4. Customer satisfaction  Help with devices  Download questions/help  Functionality of the various platforms  If it is not going to lead to a good experience for the customer, don’t promote it. www.kslib.info
  188. 188. What would we have done differently?1. Have libraries commit to contributing set amountsfrom the beginning  “Fair share”  Easier than imposing contribution model later2. Collection Development team  Established from the beginning of project  Feeds into the willingness to contribute www.kslib.info
  189. 189. What would we have done differently?3. Training component at the State Library ratherthan help desk  Training modules  Self-help sheets  Teach individual librarians to help end-users4. One platform  There was not a lot of time nor were there many vendors to test drive or evaluate when we made our cut-off  Publishers are offering content (or not) on all platforms  Multiple platform costs mean less $$ for content www.kslib.info
  190. 190. Ideally Adobe eBook Platform with Discovery software in place  Ease of check-out  Kansas Library Card = number and birthdate  Include self-publishing  Commercial publishers are so fearful  eBook readers are willing to try “non-mainstream” writers … perhaps all readers are!  Multi-state consortium  Or at least ILL capability across consortia www.kslib.info
  191. 191. Contact info Jo Budler State Librarian State Library of Kansas Statehouse, Room 312-N300 SW 10th Street Topeka, KS 66612 jo.budler@library.ks.gov 785-296-5466 www.kslib.info
  192. 192. EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com
  193. 193. "DRM is not a selling point. There’s noone who’s ever bought a book becauseit had DRM." —Cory Doctorow
  194. 194. Digital Rights Management• Ideological wars• RMS’ ―Digital Restrictions Management‖• Hackers & Crackers• Insert your preferred [trollface.gif] here Let’s avoid all that…
  195. 195. Current DRM Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple FairPlay• Kobo KDRM
  196. 196. Current DRM Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple FairPlay• Kobo KDRM
  197. 197. Adobe Content Server• Widespread use today• EPUB 2 compliant• EPUB 3 maybe possibly perhaps soon- ish • Don’t bank on it
  198. 198. DRM Technology
  199. 199. Enabling end users
  200. 200. Four Components• User Authentication• Device (Reading System) Authentication• Content Authentication• Action Authorization
  201. 201. Two Components• User Authentication• Device (Reading System) Authentication• Content Authentication• Action Authorization
  202. 202. • Guaranteed identity Authentication • Absolute requirement for any rights management• Identifying a user — are they a purchaser? • The Prime Aim: guaranteed compensation • Secondary Aim: identifying Bad Actors • Watermarking• Identifying a Reading System or Device • Only to lock down actions of a particular purchaser
  203. 203. Authorization• Action-by-action • ―Read content‖ is an authorized action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is an important one• Lending
  204. 204. Authorization• Action-by-action • ―Read content‖ is an authorized action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is an important one• Lending
  205. 205. Libraries• Loan out content • Specific time-frames • Differing authentication requirements? • Library-approved devices • Library account authentication Should never need a different SKU/ISBN/ePub
  206. 206. Denying Authorization• Encrypted content• Decrypt only upon successful authentication and/or authorization
  207. 207. Identities• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content
  208. 208. Watermarking• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content
  209. 209. Lightweight Content Protection• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content
  210. 210. Strong DRM• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content
  211. 211. EPUB 3 Support• EPUB 3 defines some things • Encryption metadata format • Digital Signature metadata format • Some things used by Adobe: rights.xml
  212. 212. Readium• Started as a web-based reference implementation of EPUB 3 via Chrome browser• Now an open source foundation with many projects
  213. 213. Readium SDK• A commercially-viable native EPUB 3 implementation • Similar in scope to Adobe RMSDK • Implemented by who’s-who of EPUB industry: • IDPF, Kobo, Bluefire, DAISY, Sony…
  214. 214. Readium LCP• A specification for Lightweight Content Protection• Designed for both commercial sales and lending • Lending supported for libraries or individuals, configurable per-book
  215. 215. Readium LCP• Draft proposal available online • https://dl.dropbox.com/u/896638/Kob o-EPUB-LCP.pdf• Details will change, aims/capabilities will not• Should begin work in earnest mid-2013 • Completion Q4 2013
  216. 216. Readium LCP• Input from libraries much appreciated • The primary features of Readium LCP are geared towards your use cases • We need to know if we’ve missed any!• Please contact the Readium Foundation: http://readium.org
  217. 217. EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com
  218. 218. The future of EPUB 3EPUB 3 and the future of interoperable ebooks: what libraries need to know April 17, 2013 George Kerscher <kerscher@montana.com>
  219. 219. http://shop.oreilly.com/product/0636920024897.do#
  220. 220. Growing Industry Support for EPUB 3 … soon in a vendor directory at idpf.org
  221. 221. EPUB 3 Reading System Test Suite• Objective, repeatable RS tests that anyone can run, anywhere• Accumulation of results for ―can-I-use‖ type information• Hopefully, also a trigger for (some) RS vendors to “speed up”…• Next steps: additions, refinements, clarifications…• … and the web site for accumulated results Contributions welcome! https://github.com/mgylling/epub-testsuite
  222. 222. and oh, in the meanwhile…• Formatting EPUB 3 content to be EPUB 2 Reading System compatible• Key aspect of recent O’Reilly launch http://toc.oreilly.com/2013/02/oreillys-journey-to-epub-3.html• All EPUB 2 fallback generation can be automated• Consolidated info on upcoming EPUB information site
  223. 223. Borrowed from http://toc.oreilly.com/2013/02/oreillys-journey-to-epub-3.html
  224. 224. II. Projects 2013 and forward
  225. 225. Collaboration with major standards bodies• EPUB 3.0.1 • Minor revision focusing on spec bugs and reference updates • Fixed Layout EPUB (FXL) slated to become normative part of 3.0.1• ISO/IEC DTS 30135-1 (JTC - SC34, TC46, TC100/TA10) • Ballot currently ongoing • Outcome intended to be identical to EPUB 3.0.1• W3C • February workshop in NYC • Expected short term outcomes: W3C interest groups on digital publishing (CSS Adaptive Layout, metadata, etc) • Expected longer term outcomes: further harmonization with OWP
  226. 226. 2013-15: segment focus on educationKey focus areas (initial set) • LMS Integration, APIs (LTI et al) • Interactive materials • ―Standard widget library‖ • Advanced content (non-interactive) • MathML • Chemistry, electronics, et al • Infographics • Annotations • Accessibility of all of the above • http://idpf.org/accessibility/guidelines/ under development
  227. 227. Modular Development: 2013• Indexes• Dictionaries and Glossaries• Annotations• Standard Widget Library• Advanced Hybrid Layouts
  228. 228. EPUB IndexesEbook indexes: human-crafted tools for guided content discovery Better navigation Index expand/collapse Access index group Pop-up contextual information New features Range highlighting Interactive generic cross-references Index filtering http://idpf.org/ongoing
  229. 229. EPUB Dictionaries & Glossaries (PD Q2 2013)• Typical “system-level” dictionary not sufficient • Children and levels of reading/understanding • Language learning • Specialized fields (law, medicine, etc.)• Glossaries, Dictionaries, Bilingual Dictionaries, Thesauri: publisher opportunities1. Read “as any other book”2. Integrate as a lookup service3. Semantics allowing accessibility and usability http://idpf.org/ongoing
  230. 230. Standard Widget LibraryGoal: ―templates‖ for interactive HTML5/EPUB objects: no coding required • Sufficiently simple to integrate • Sufficiently customizable/skinnable • Fully accessible • Open source: developed and shared by the communityProject not yet started - suggestions on scope and approaches welcomed!
  231. 231. EPUB Advanced Hybrid Layouts (PD Q3 2013) Imagine an EPUB that contains multiple renditions… The Advanced Hybrid Layout (AHL) spec will enable: 1. Rendition Selection Select the rendition that best matches current context/preferences 2. Inter-rendition mapping Enable the user to move between renditions without loosing current reading position 3. Sub-page region mapping and navigation For comics and other graphically rich publication types http://idpf.org/ongoing
  232. 232. Readium – where next?• Project run during 2012 – reference implementation of EPUB 3 RS• Widely used in QA processes• Live cloud-based deployment by Benetech since February this year• This year: Readium Foundation • continued support of ―readium-web‖, and • parallel ―readium-sdk‖ effort • Lower-level, high-performance components • Native code on multiple platforms http://readium.org/
  233. 233. Thank you!• IDPF needs your help and input on… • Reading System test suite • Standard widget library • Current and future specifications • Best practices and tutorials…• All current activities at http://idpf.org/ongoingContact kerscher@montana.com
  234. 234. NISO WebinarConnecting the Dots: Constellations in theLinked Data UniverseQuestions?All questions will be posted with presenter answers onthe NISO website following the webinar:http://www.niso.org/news/events/2013/virtual/epub3 NISO Virtual Conference • April 17, 2013
  235. 235. THANK YOU Thank you for joining us today.Please take a moment to fill out the brief online survey. We look forward to hearing from you!

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