E-Everything: Putting It All Together


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Convener: Audrey Powers (Charleston Conference Director and Research Librarian for College of The Arts, University of South Florida)

Speakers: Peter McCracken (Founder of Serials Solutions and ShipIndex), Emilie Delquie (Vice President, Publishers Communication Group), Cory Tucker (Head of Collection Management, University of Nevada), Lisa Carlucci Thomas (Director, Design Think Do), Stephen Rhind-Tutt (President of Alexander Street Press) Michael Gorrell (Executive Vice President and Chief Information Officer, EBSCO), and Mark Johnson (Head of Publisher Relations, HighWire Press).

As electronic resources continue to compound and confound our sensibilities, experts in the field will update us as well as challenge our current way of thinking with new methodologies of delivery and access.

Back by popular demand, issues addressed at last year’s E-Everything preconference including access, content integration, technology and discoverability will be updated with topics such as tablet based delivery of video and audio, e-book models of access and licensing, business models for procurement of materials in all formats, e-content integration, and how users get to the content they value.

Presented PechaKucha style, each speaker will deliver a dynamic and succinct 15 minute Powerpoint presentation. After all the presentations are given, breakout sessions with the presenters will give you the opportunity to address the presenters in a more personal way.

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E-Everything: Putting It All Together

  1. 1. E-EverythingPutting It All Together 2011 Charleston Conference
  2. 2. Organizers• Leah Hinds – Charleston Information Group• Jackie LaPlaca – CredoReference• Laura Warren - CredoReference
  3. 3. Program• Patron-driven acquisition of electronic resources: The obvious next step• Moving forward with electronic content procurement• Ebooks: Access, technology & licensing• Time to embrace video in the academy• The eBook user experience• Econtent integration: If you’re not open, your’re not integrating
  4. 4. Peter McCracken• Co-founder, Serials Solutions and ShipIndex.org• ALCTS Ulrich’s Serials Librarianship award
  5. 5. Emilie Delquie• Vice President, Publishers Communication Group
  6. 6. Cory Tucker• Head of Collection Management, University of Nevada, Las Vegas
  7. 7. Lisa Carlucci Thomas• Director, Think Design Do• 2009 ALA Emerging Leader and 2010 LJ Mover and Shaker
  8. 8. Stephen Rhind-Tutt• President, Alexander Street Press
  9. 9. Michael Gorrell• Executive Vice President and Chief Information Officer, EBSCO Publishing
  10. 10. Mark Johnson• Director, Public Relations, HighWire Press
  11. 11. Pre-conference Organizer• Audrey Powers, Research Librarian for College of The Arts, University of South Florida
  12. 12. PATRON-DRIVENACQUISITION OFELECTRONICRESOURCES:THE OBVIOUS NEXT STEP Peter McCracken Co-Founder & Director of Content and Business Development, ShipIndex.org Charleston Pre-Conference, 2 November 2011
  13. 13. Librarians love PDA, DDA, PIA
  14. 14. Let’s expand demand-drivenacq… …to where it makes the most sense of all. Large amounts of discrete data Already online Low cost per item
  15. 15. The concept, in brief Offer “per use” purchasing of selected content through discovery layers Library chooses which databases are pay-per-use Discovery layer vendor manages micro-payments Patron sees no difference in databases
  16. 16. DDA in discovery layers –DDDLA? $ 0.00 $ 0.25 $ 0.00 $0.25 $1.00 $ 0.00 $ 1.00 $0.05 $ 0.00 $ 0.00 $1.25 + 4% Discovery Layer Accounting Server
  17. 17. Full-text view data, dollartransfer $0.00 $0.13 $3.25 $3.25 Discovery Layer Accounting Server $3.25 + 4%
  18. 18. How the future will work TODAY TOMORROW Unlimited  Select access to access to select unlimited databases databases Library chooses  Some databases certain have unlimited databases; offers access, as before buffet access to  Other databases patrons are pay-per- use, through Other databases discovery layer are not available interfaces
  19. 19. Financial management issues When library pays 120% of list price to a pay-per-use database, it pays no more year  Shows value of direct purchase Library maintains account at discovery layer; when it’s empty, no more PPU resources are displayed Librarian can control which databases are PPU based on cost, if they choose  “Don’t show $8 PPU / $30 PPC results”
  20. 20. Benefits: To libraries More efficient purchasing  Among low-use databases, buy what you use  For high-use databases, nothing changes Greater breadth of subject offerings Improved services to patrons Better, more meaningful usage statistics
  21. 21. Benefits: To content providers Broader opportunities for niche databases Increased revenue  Lessrevenue per institution, but now from many more; some new subscriptions Sales go from “buy it now” to “just try it” Revenue will more accurately reflect usage
  22. 22. Benefits: To discovery layers Discovery layer role in library is enhanced further  Becomes sole access point to many databases Increased revenue through service plans Further opportunities available through usage data delivery & mining
  23. 23. Benefits: To patrons More content Patron at a small institution could see exact same results as patron at a large institution  Atsmall institution, most data is pay-per- use; at large institution, most data is from a direct subscription – but patron doesn’t know and doesn’t care Emphasizes importance and value of
  24. 24. Drawbacks Objections to pay as you go  This is just reference ILL, writ large and immediate Possible end-of-month problems if most money in account is spent  Need to closely manage budgets
  25. 25. Conclusion It just makes sense. It improves and enhances the services that discovery layers provide to libraries, and that librarians provide to patrons It’s relatively easy to do. Personally, I want it tomorrow.
  26. 26. Thank you. Peter McCracken peter@shipindex.org
  27. 27. Moving Forward with Electronic Content Procurement Cory Tucker Emilie Delquie Head of Collection Management Vice PresidentUniversity of Nevada, Las Vegas Libraries Publishers Communication Group XXXI Annual Charleston Conference Nov. 2, 2011, Charleston, SC
  28. 28. Today’s discussion• Overview of Methods of Acquiring ElectronicResources• Challenges Faced by Libraries• New Business Models for Electronic Content• Future of Electronic Content
  29. 29. © 2010 David W. Lewis.Move from Print to Electronic Collections ARL Medium % Expenditures on Electronic Resources60.0%50.0%40.0%30.0%20.0%10.0%0.0% 2002/03 2003/04 2004/05 2005/06 2006/07 2007/08 Thanks to James Michalko, OCLC Research for slide used for Symposium Keio University, on 6 October 2010
  30. 30. US Investment in Academic Print Collections Academic Library Expenditures on Purchased and Licensed Content90% Projected change80%70%60% Print books and journals50% E-journals and e-books You are here40%30%20%10% 0% 98 00 02 04 06 08 14 20 19 20 20 20 20 20 20 20 Source: US Dept of Education, NCES, Academic Libraries Survey, 1998-2008Thanks to James Michalko, OCLC Research for slide used for Symposium KeioUniversity, on 6 October 2010
  31. 31. And the switch to primarily e-book purchasingwill happen soonThanks to James Michalko, OCLC Research for slide used for Symposium KeioUniversity, on 6 October 2010
  32. 32. Procurement: E-Journals
  33. 33. E-Journals
  34. 34. Procurement: Ebooks • Purchased through consortia or individually • Typically purchased through third party vendor • Purchased individually or in subject packages
  35. 35. Ebooks • Restricted or unrestricted (single or multi-user) • Offered by too many third parties? • E-readers and format
  36. 36. Purchasing via publishers • Provide content • Publisher determines access • Set pricing
  37. 37. Purchasing via publishers • Customer service • License agreements • Single platform
  38. 38. Purchasing via subscription agent • Journals • Consolidate • One point of contact
  39. 39. Purchasing via subscription agent • Saves time • Customer service • Saves $$
  40. 40. Purchasing via aggregator • Choose content to sell • Handling charges? • Customer service –invoicing, etc. • Embargo on content
  41. 41. Purchasing via aggregator • Better technologically – platforms can have more functionalities • Easy starting point for end-users • Ensures visibility for smaller publishers
  42. 42. Purchase Individually • Flexibility • Match Needs • Discounts
  43. 43. Purchase via Consortia
  44. 44. Purchase via Consortia
  45. 45. Ebook: Consortial Pricing
  46. 46. Ebook: Consortial Purchasing
  47. 47. Challenges Faced by Libraries • Library Budgets • Business Models • Philosophy of Collecting Materials • Network Level Discovery and Access • Increasing focus on ROI
  48. 48. Challenges: Budget
  49. 49. Challenges: Business Models
  50. 50. Challenges: Collection Philosophy
  51. 51. Challenges: Network and Access
  52. 52. Challenges: ROI
  53. 53. E-content Business Models:Pay-Per-View • Journals have used Pay-Per-View model • Cheaper than subscribing? • Depends on usage and ILL cost • User-driven • Price per article can greatly vary
  54. 54. E-content Business Models:Patron-Driven Acquisition • Currently mostly for ebooks • Also being used for print books • Very popular at the moment • Good results but short-term strategy
  55. 55. E-content Business Models:Leasing • Non-ownership model • Short-term access to materials • Pay small fee for access • No long-term ownership
  56. 56. E-content Business Models:Collection vs. Pick & Choose • Big Deal very popular… a few years ago • Does a large collection still make sense? • More data available these days • Let libraries chose what they need
  57. 57. E-content Business Models:Open Access • Public success of PlosOne • Very advantageous for libraries, but who will eventually pay? • Standard of qualities
  58. 58. E-content Business Models:Usage-based pricing • Experimentations at the moment • Decision is based on actual usage observed over X months • Open dialog between publishers and librarians • Applicable to journals and books
  59. 59. E-content Business Models:Scholarly itunes
  60. 60. E-content Business Models:“The Little Deal” • Experimentation from California State University system • Partnership with Copyright Clearance Center • More effective than ILL • Highly appreciated by patrons
  61. 61. Future of E-content • It all comes back to budgets • Collection Philosophy • User Behavior • Scholarly Record
  62. 62. Thank you Questions, comments? Cory Tucker Emilie Delquie Head of Collection Management Vice PresidentUniversity of Nevada, Las Vegas Libraries Publishers Communication Group cory.tucker@unlv.edu edelquie@pcgplus.com
  63. 63. Ebooks : Access, Tech nology, & LicensingLisa Carlucci Thomasdirector, design think dotwitter: @lisacarlucci
  64. 64. access:everythingis vaguelythe same,yet entirelydifferent.
  65. 65. technology:remember thattime? (it justhappened!)
  66. 66. licensing:uncertainty isparamount.
  67. 67. Ebooks : Access, Tech nology, & LicensingLisa Carlucci Thomasdirector, design think dotwitter: @lisacarlucci
  68. 68. Time to embrace video in the academyCharleston, November 2011Stephen Rhind-Tutt, Alexander Street Press
  69. 69. Today’s high school students • Watch video – Classroom access – Web access • Record video – Present papers – Conduct interviews – Film experiments • Use Skype video – Expect to see as well as hear – Used to a media rich environment
  70. 70. Today No dedicated device required to record… No dedicated device required to view
  71. 71. Signs are all around us…• YouTube is twice the popularity of Wikipedia by reach• The US market for subscription TV in 2008 was worth $146 Billion, six times that for consumer books• By 2013 video will be 90% of all consumer IP traffic (currently 51% of total US web traffic) Sources: Alexa ; Veronis-Suhler; TechCrunch
  72. 72. In one year…Mobile• iPad – launched April 2010 – >40m sold• Gartner forecasts 54.8m tablets to be sold in 2011• 295m smart phones sold in 2010, a 74% increase• E-books up 150%Streaming• Many new services• Hulu doubles in size• Netflix up 37%• Amazon launches streaming service• Apple announces cloud service
  73. 73. Does video belong in the academy?
  74. 74. Video as an add-on • Add ‘multimedia’ to a journal. • Animations of processes • Elsevier ‘article of the future’ prototype from 2009 • Useful • Adds value • But isolated and rarely transformative…
  75. 75. Experiments and methods
  76. 76. Dance, Theatre, Music • Unique ability of the medium • capture performance, • make it teachable • make it researchable,
  77. 77. Anthropology • Unique ability of the medium • capture events, • make them researchable, • make them teachable
  78. 78. News and history • Unique ability of the medium • capture events, • make them researchable, • make them teachable
  79. 79. Across disciplines• All work we do is affected by who we are – our personality, our background, our culture
  80. 80. Across disciplines• All work we do is affected by who we are – our personality, our background, our culture• Video helps us understand, judge, evaluate our work
  81. 81. Is there a role for libraries?
  82. 82. …bringing order to the frontier! • Access • Provenance • Curation • Permanence • Ability to cite • Searchability • Cataloging • Preservation • Legality
  83. 83. Research & Learning Raw footage Interviews Training Video LecturesCasual User K-12 Higher Ed. Professionals Documentaries Demonstrations Movies & Television Amateur Clips Entertainment
  84. 84. History Video Audio Full-Text Books Full-Text Journals Directories Stock & News FT Court Cases Catalogs, Abstract and Indexing databases1966 1973 1984 1990 1997 2000 2005
  85. 85. Some practical examples
  86. 86. BasicsStreaming Downloading- How video is - Saving video delivered to your local across the web machine- Equivalent to - Equivalent to JSTOR and downloading a other centrally journal article hosted journals
  87. 87. Methods of linkingClip Download/Upload Link to a streaming Embed link to a source streaming sourceDownload a section, Identify a clip and link to Identify a clip, link to it,edit it, and upload it. it. then embed thumbnail on a course pageRights issues Fast, easy Fast, easyExpensive Allows annotations Allows annotationsRequires video editing Clips can be combined Clips can be combined(software/training) to make playlists, to make playlists, course reserves etc… course reserves etc… More enticing!All 3 methods can be used with Blackboard, Moodle etc…
  88. 88. Provenance
  89. 89. Searchability 12 double-spaced pages30 minutes of news = 5 minutes to read in depth 2 minutes to scan
  90. 90. Indexing Field Marshall Field Marshall People Erwin Rommel Erwin Rommel Places El Agheila, Near Tobruk African Africa Coast Date 3/17/1941 Summer 1942 Events North African Campaign, 1941-1943Commentary Mark Grimsby Type Interview Map Narrative In 1941 His first Followed by “This was a Rommel “The actions an audit of his crucial time…” Text began his included movement troops North African Westwards reviewing Campaign. would 88mm flak ultimately…” guns
  91. 91. Ability to cite sections of video
  92. 92. Ability to embed in course ware
  93. 93. Access - Mobile
  94. 94. Integration with the library Collections Individual Titles Library InterfaceDiscovery Tools Embeddable Search Box
  95. 95. Rightful place in the academy Websites MusicNewspapers Primary Works VideoMonographs Journals
  96. 96. The eBook User Experience Michael Gorrell, mdg@ebscohost.comExecutive Vice President and Chief Information Officer EBSCO Publishing
  97. 97. In the beginning….
  98. 98. What did we know about eBooks? Very Little.
  99. 99. Top 10 Web Properties – Spring 1999AOL Microsoft Yahoo! LycosWhat were User Expectations? Go Time Network Warner Geocities Blue Excite Mountain Alta Arts Vista Ranked by Unique Visitors
  100. 100. Top 10 Web Properties – Spring 1999AOL Microsoft Yahoo! Lycos Go Time Network Warner Geocities Blue Excite Mountain Alta Arts Vista Ranked by Unique Visitors
  101. 101. It was early days. And it wasn’t pretty.
  102. 102. How many were still using these?
  103. 103. What are Current User Expectations?
  104. 104. Top 10 Web Properties – January 2011Yahoo! Google Microsoft Facebook AOL Ask Turner Viacom Digital Digital Glam CBS Media Interactive Amazon =#11, Wikimedia #12 Ranked by Unique Visitors
  105. 105. eBooks
  106. 106. More Smart Phones & Tablets than People … the number of mobile devices rose by 9 percent in the first six months of the year, to 327.6 million, which exceeds the number of people — 315 million – who live in the U.S. and its territories. Internet traffic also rose 111 percent, to 341.2 billion megabytes during that time. … According to the survey’s data, people keep more than one wireless device, including smartphones and tablets, in their possession. Some analysts believe the surge comes from people having greater access to more of these devices, which have dropped in price and become more readily available.http://abcnews.go.com/blogs/technology/2011/10/more-wireless-devices-than-people-in-u-s-says-survey/
  107. 107. 1999 != 2011
  108. 108. Factors in the User Experience Finding Information Using the Information
  109. 109. Anyone still have silos?
  110. 110. 41.75 % Percent of students who don’t know about your eBook collectionsAccording to the 2009 Survey of American College Students: Student Use of Library E-book Collections
  111. 111. Discovery – the Silo Breaker
  112. 112. How many have a Discovery Service? Predicting it’s not everyone
  113. 113. EBSCOhost – reducing Silos
  114. 114. So now that users are able to find eBooks…
  115. 115. iPhone - Landscape
  116. 116. But what about those mobile users who want the Web?
  117. 117. On the Horizon• Native Apps (iOS, Android) with multi-device syncing• ePub support• Enhancements based on usability studies and user feedback
  118. 118. We all will continue to evolve… Thank You Michael Gorrell, mdg@ebscohost.com Which one represents where we are today?
  119. 119. Econtent Integration: If you’re not open, you’re not integratingThe Charleston ConferenceE-Everything: Putting It All TogetherPresenter: Mark Johnson, Director of Publisher RelationsDate: November 2, 2011
  120. 120. What is econtent integration?“Getting the information I need when I need it in the way I want it.”• What = Traditional content and more• When = 24x7x365• Way (format) = Within the user’s workflow• In other words, “E-Everything Integration”HighWire | Stanford University 145
  121. 121. Against the Grain article summaryI. Scholarship is locked in silosII. Open platforms break down silos a. Beyond Traditional Content Sources b. Moving Information to the User c. Ensuring Best of Breed TechnologyIII. Open Platform Integration: ASCO Cancer Portals - a Society Publisher ExampleOpen platforms provide a superior path to online content integrationHighWire | Stanford University 146
  122. 122. Silos: Best left to the corn Journals Conference Education Books Training 147
  123. 123. 148
  124. 124. 149
  125. 125. Facebook Example 150
  126. 126. What is an Open Platform?• Open for integration• Open for data exchange• Open to the semantic web• Open for adding new services• Open for layering new tools• OPEN FOR INNOVATIONHighWire | Stanford University 151
  127. 127. The Black Box Syndrome Typical Platform 152
  128. 128. Open Platform: Permeable, Extensible Mobile Drupal Mobile Drupal Mobile Drupal Feeds HighWire Open APIs Platform
  129. 129. Drupal – Leveraging the work of others Nice Menu: FrontPage: Create Simplenews: Annotate: Of Build instant splash pages Publish & send images or text drop-downs newsletters Dynamic Doc: Event: User Commenting Showcasing Calendar Blog Modulefeatured content Views: TOC Wiki & Online Storm: Hierarchy Panels: Control Community of content types Custom templates Collections: WebForm: Polling FiveStar: CKEditor:Mix and match and surveys Voting widget WYSIWYG File content ManagerHighWire Open Platform Site 154
  130. 130. What can be done with an open platform?• Repurposing of content• Integration of content, services, tools• Monetization of content• And an open platform allows publishers to do this independently when and how you wish 155
  131. 131. Open Platform Integration examples• Intra-journal content integration: JBC Affinity sites• Multi-source content integration: ASCO Cancer Portals• Integrating content within user behavior/workflow: Mobile sites• Open platform co-development: BMJ Group• Open platform = Best of Breed Partnerships• Open platform = Superior Semantics SolutionsHighWire | Stanford University 156
  132. 132. Example: JBC Minisites• Aim: Focus on content, home, community, and reputation.• Chose four areas.• Select dynamic content (filtered from main content).• Add static text and info about affinity groups.• Visual interest comes from photos and figures pulled from the content.Source: Nancy Rodnan, ASBMB
  133. 133. Example: ASCO Cancer PortalsHighWire | Stanford University 158
  134. 134. Front End ImprovementsHighWire | Stanford University 159
  135. 135. Back End Improvements• Feed-based design removes much of the manual effort that went into upkeep of previous version• Automatic retrieval of non-ASCO journal content from PubMed via stored search• Drupal allows for easy and efficient management of content Source: Doug Parker, ASCOHighWire | Stanford University 160
  136. 136. Example: Mobile Sites• 600+ mobile-optimized journal sites launched so far in 2011• HW will launch 300 more over the next 2 months, over 900+ total in 2011• Mobile sites are powered by Drupal CMS layered on top of the HW Open PlatformHighWire | Stanford University 161
  137. 137. Mobile Use Cases• Look Up – Search on the go• Keep Up – Checking TOC – Published Ahead of Print – Continuous Publishing contentHighWire | Stanford University 162
  138. 138. Example: BMJ Redesign Codevelopment• True co-development project between BMJ Group and HighWire Press• Both organizations developing in Drupal: – HighWire work on infrastructure – BMJ work on design & user interfaceHighWire | Stanford University 163
  139. 139. BMJ Journals RedesignHighWire | Stanford University 164
  140. 140. Example: Best of Breed PartnershipsHighWire | Stanford University 165
  141. 141. Semantics at HighWire: Today’s ExamplesArticle tagging for Links via DOI,Google, and PubMed ID,Other web OpenURL, etc.,Crawlers delivers To Crossref,Article metadata GenBank, ISI, PDB, Expose metadata Use linked dataIn publishing- to outside world from outside NCBI data bases,Industry standard world ClinicalTrials.gov,Formats incl RSS. GeoRef, maps, etc. Computationally Use semantics & “Find similar” search,Publication date, generate “tags” tags for grouping, browse and searchIssue date/title, from scholarly text search, by section and byTOC section, personalization subject collection,Subject collection, create products forSemio topic, collections,DOI, and many target adsauthor-specified IDs by collectionand keywords 166
  142. 142. Microformat Example• “The birds roosted at 52.48, -1.89”• If the XHTML looks like this:Google and other engines or bots know that this is a geolocation, and the numbers are latitude and longitude 167
  143. 143. Closed Platform 168
  144. 144. HighWire | Stanford University 169
  145. 145. Search Engines Cannot index semantics in a closed platformHighWire | Stanford University 170
  146. 146. HighWire’s Open Platform: Taxonomy & Semantic Enrichment Your Choice, Your IP, and Portable Search Engines CAN index semantics in an OPEN platform Ter Ter Ter m Ter Ter Semantic Mobile Drupal m m m mHighWire Ter m Ter Ter m Ter Ter Ter m Ter Ter Ter m Ter Ter m Ter Ter Ter m Ter Ter m Ter ExportSemantics m Ter m m Ter m m Ter m m Ter m Ter m Ter m m Ter m m Ter m m m m Ter m m Ter m Ter m Ter Ter Ter Ter Ter Ter Ter Ter Ter Teror 3rd Party m m m m m m m m m m Taxonomy Semantic Enrichment Feeds HighWire Open APIs Platform
  147. 147. Open to the Semantic Web• Enabling content for external services• Maximizing visibility of the content• Proving machine-readable “hooks” within the content• Building semantic intelligence into the HTML for bots, engines, linked data initiatives and other services 172
  148. 148. HighWire | Stanford University 173
  149. 149. Semantics at HighWire (details) HighWire web Annotate web pages with application microdata tags. Expose calls out to existing article meta data as linked linked-data Expose metadata data for consumption by Use linked data repositories (e.g. search engines and world to outside other dbpedia, geonames) and from outside external applications. adds this information to world article display. Computationally Use tags for HighWire web generate “tags” Perform semantic “content grouping, search, application groups analysis” to generatetext from scholarly personalization and/or targets content meta-data tags: taxonomy based on existing terms, entities, locations, p meta-data (including eople, places, etc. meta data generated by content analysis). 174
  150. 150. Conclusion: Open Means Integration• Open platforms provide a superior path to online content integration: – New services, tools and functions can be layered on top or integrated – Enables us to leverage web commodities and open source tools• Open platforms lower cost, increase speed of development, enables innovation 175
  151. 151. Thank You!Mark Johnson, mjohnson@highwire.stanford.edu
  152. 152. Thank you for participating!