Slideshare April 17 NISO Virtual Conference

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. 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. EPUB3 and the Library Community Sue Polanka@noshelfrequired Wright State No Shelf University Required® Libraries

4. Agenda ePub in Libraries Challenges of multiple formats Advantages of EPUB3 as a standard Roadblocks to full adoption

5. Would you like that in ePub3 format?

6. Would you like that in ePub3 format? eWhat?

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. Challenges of Multiple Formats Users confused Inconsistent use Technical failures Service Training needed User Experience

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. 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. 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. 23% of library patronsunsuccessful in borrowing ebooks due to technical difficulty Library Journal Patron Profiles, January 2012

13. Challenges of Multiple Formats Users confused Inconsistent use Technical failures Service Training needed User Experience

14. Advantages of EPUB3 for libraries

15. ePUB is a growingstandard in the industry

16. Read on Multiple Devices similar user experience

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. Reflowable Adapts to screen size (mobile!) Change Font Size Instant large print

19. Multimedia and Interactivity Audio Video Media Overlays Quizzes Math ML

20. Multimedia and Interactivity Audio Video Media Overlays Course Quizzes Smart Math ML Inkling Vital Textbooks Source Children’s Books

21. AccessibilityLibraries must be ADA compliant!

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. 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. Other Special Features Bookmarks Annotations Chapter/TOC links auto created Copy/paste

25. Discovery of Content Would a single format allow us to create more robust discovery tools?

26. Roadblocks to full adoption

27. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012

28. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012

29. http://www.pewinternet.org/Reports/2012/E-readers-and-tablets/Findings.aspx

30. http://dearauthor.com/ebooks/yes-you-can-read-epubs-on-the-kindle-fire/

31. PDF

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. Academic Libraries, Technology Used Library Journal Academic Patron Profiles, January, 2013

34. In which format do usersgenerally prefer ebooks?

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. School Libraries multiple responses allowed302520 EPUB15 PDF10 Optimized/Reader50 2010 2011 2012 Library Journal, Survey of ebook Use in US School Libraries, 2012

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. DRM

39. ePUB – free and open ebook standard

40. ePUB on DRM

41. ePUB on DRM Apple’s Adobe? Fairplay?

42. Publishers, Aggregators, a nd Retailers

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. Library Vendor FormatsChart courtesy, Mirela Roncevic, designed for Library Technology Reports

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. What’s the next big thing?

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. 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. Questions? sue.polanka@ wright.edu Twitter @noshelfrequired noshelfrequired.com

50. Evolution of Z39.86 Z39.98, EPUB 3 and Accessible Ebook Production

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. > 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. > 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. > Z39.98 Design Goals 1. Adaptability – Accommodate the needs of many producers – Allows for localizations – Choice of data complexity

55. > Z39.98 Design Goals 2. Modularity – Plug-in architecture – Simplify building of new content models

56. > Z39.98 Design Goals 3. Self-describing – Semantically rich data

57. > Z39.98 Design Goals 4. Data-repurposing – Accommodate parallel publishing workflows EPU B Large Print Print Braille Z39.86 / DAISY 2.02

58. > Abstract Document Model • Defines the structure without defining the content

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. > 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. > Shared Semantics • Z39.98 Semantic Vocabulary – Semantics added via the role attribute

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. > Pre-Defined Profiles • Automated documentation

64. > Z39.98 In Use Today • DAISY Pipeline 2 Tool – Transformations for Z39.98 to EPUB 3, HTML and Braille (PEF)

65. > Z39.98 In Use Today • DIAGRAM accessible description content model developed using the framework http://diagramcenter.org

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. > EPUB 3 Accessibility Text-to-Speech Media Overlays Web Techniques (HTML5/WCAG) ARIA Rich Navigation Metadata Structure and Semantics

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. > 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. > epub:type attribute • Semantic Inflection – Make statements about your markup – EPUB 3 Structural Semantics Vocabulary http://idpf.org/epub/vocab/structure/

71. > Logical Reading Order

72. > MathML • Removes ambiguity of natural language descriptions • DAISY MathML Guidelines http://www.daisy.org/z3986/structure/SG-DAISY3/part2-math.html

73. > SVG Raster Vector GIF / JPEG / PNG SVG http://www.w3.org/TR/SVG-access/

74. > Audio / Video

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. > EPUB Navigation Document

77. > Web Standards • WCAG 2.0: – Perceivable – Operable – Understandable – Robust • WAI-ARIA - Roles, states and properties – Make forms and custom controls accessible

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. > 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. > IDPF Accessibility Forum • Ask questions! http://idpf.org/forums/epub-accessibility • Forum is monitored

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. > 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. hypothes.is/niso @dwhly

84. All knowledge, annotated.

85. 1013

86. 2013

87. 2023

88. 3013

89. Marc Andreessen

90. hypothes.is/historicalprojects

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. A non-profit project toenable communitymoderated annotation of theworld’s knowledge.

93. An annotationaddress payload target

94. target(specific payloadlocation)

95. Digital annotations are addressable http://domain/path

96. Open Annotation

97. The Free Universal Construction Kit

98. Now

99. Coming SoonDocument ―A‖ Blog ―B‖

100. Document ―A‖ Blog ―B‖

101. Document ―A‖ Blog ―B‖

102. Blog ―B‖17m 32s

103. Blog ―B‖

104. Selecting for quality Signal Meta-moderationVOLUME Voice Noise floor Obvious trolls Identity SpamSQUELCH Noise

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. DEMO

107. hypothes.is/alpha

108. It should be where we are.

109. Select some text.

110. Contribute our thinking.

111. Have a discussion.

112. Link to it.

113. Share it.

114. Embed it.

115. Survive (minor) changes. The quick brown fox juxps over the lazy dog.

116. Survive (minor) changes. The quick brown fox juxps over the lazy dog.

117. Survive (minor) changes. The quick brown fox jumps over the lazy dog.

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. 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. Survive larger edits

121. Survive larger edits

122. Annotate anywhere, view everywhere URL URL / doi / hash HTML PDF

123. Long term archival storage + ?

124. Every Time You Say “eISBN”, AKitten Bleeds

125. BISG Policy Statement

126. 1 ISBN or Many? Pros and Cons

127. 1 ISBN per format: Pros

128. 1 ISBN per Format: Cons

129. 1 ISBN-Many Formats: Pros

130. 1 ISBN-Many Formats: Cons

131. Takeaways

132. Reality

133. eISBN

134. How Did This Even Happen?

135. eISBN Is Not A Thing

136. ISBNs is ISBNs

137. Parts Is Parts

138. Laura.Dawson@bowker.com

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. 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. 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. 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

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

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. 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. 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. 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

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. 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

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. 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. 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. 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. 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

173. Kansas Statewide eBookConsortium: Lessons Learned JO BUDLER STATE LIBRARIAN NISO VIRTUAL CONFERENCE APRIL 17, 2013 www.kslib.info

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. 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. 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. 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. 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. Changes in 2010 www.kslib.info

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. 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. ..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. 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. Lessons learned1. If you plan on being inclusive, do so from the verybeginning.  Serving all Kansans = all libraries www.kslib.info

185. Lesson2. Ownership vs. Leasing  Know your contract  Access trumps all  Content  Holds  Functionality www.kslib.info

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. 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. 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. 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. 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. 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. EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com

193. "DRM is not a selling point. There’s noone who’s ever bought a book becauseit had DRM." —Cory Doctorow

194. Digital Rights Management• Ideological wars• RMS’ ―Digital Restrictions Management‖• Hackers & Crackers• Insert your preferred [trollface.gif] here Let’s avoid all that…

195. Current DRM Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple FairPlay• Kobo KDRM

196. Current DRM Systems• Adobe Content Server / Digital Editions• Amazon Kindle DRM• Barnes & Noble Pass-Hash• Apple FairPlay• Kobo KDRM

197. Adobe Content Server• Widespread use today• EPUB 2 compliant• EPUB 3 maybe possibly perhaps soon- ish • Don’t bank on it

198. DRM Technology

199. Enabling end users

200. Four Components• User Authentication• Device (Reading System) Authentication• Content Authentication• Action Authorization

201. Two Components• User Authentication• Device (Reading System) Authentication• Content Authentication• Action Authorization

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. Authorization• Action-by-action • ―Read content‖ is an authorized action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is an important one• Lending

204. Authorization• Action-by-action • ―Read content‖ is an authorized action • ―Excerpt‖, ―Share‖, etc. • ―Re-download‖ is an important one• Lending

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. Denying Authorization• Encrypted content• Decrypt only upon successful authentication and/or authorization

207. Identities• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content

208. Watermarking• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content

209. Lightweight Content Protection• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content

210. Strong DRM• Four things to identify: • The consumer, i.e. the person reading now • The purchaser • The reading system • The content

211. EPUB 3 Support• EPUB 3 defines some things • Encryption metadata format • Digital Signature metadata format • Some things used by Adobe: rights.xml

212. Readium• Started as a web-based reference implementation of EPUB 3 via Chrome browser• Now an open source foundation with many projects

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. 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. 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. 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. EPUB 3 Digital RightsManagementJim Doveyjdovey@kobo.com

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. http://shop.oreilly.com/product/0636920024897.do#

220. Growing Industry Support for EPUB 3 … soon in a vendor directory at idpf.org

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. 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. Borrowed from http://toc.oreilly.com/2013/02/oreillys-journey-to-epub-3.html

224. II. Projects 2013 and forward

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. 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. Modular Development: 2013• Indexes• Dictionaries and Glossaries• Annotations• Standard Widget Library• Advanced Hybrid Layouts

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. 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. 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. 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. 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. 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. 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. 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!

Slideshare April 17 NISO Virtual Conference

National Information Standards Organization (NISO)

Slideshare April 17 NISO Virtual Conference