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The Charlotte Initiative on eBook Principles: A Mellon Funded Project

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Presented at the 2015 Charleston Conference by October Ivins, Ivins eContent Solutions

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The Charlotte Initiative on eBook Principles: A Mellon Funded Project

  1. 1. October Ivins, MLS october.ivins@mindspring.com Charleston Conference November 6, 2015
  2. 2. My eBook Experience Who are you? Project Description Comparison of Principles Research Teams o Course Use o User Experience o Licensing o Environmental Scan Discussion 1
  3. 3. • NIST/NISO Ebook Conference 2001 • MIT OpenCourseWare 2001-2002 • Project TORCH (Oxford Univ Press) 2003-04 • University of Virginia Press, Rotunda, 2004-05 • eDuke Books Scholarly Collection 2007-08 • UPeC (University Press Ebook Consortium) 2009-11 • ACRL’s Choice Reviews Online 2010-11 • NISO ISQ Ebook Renaissance Spring 2011 • UPCC Books on Project Muse 2011-13 • Various H/SS publishers 2012- • Charlotte Initiative 2015- 2
  4. 4. UNC Charlotte Faculty Feedback:  I did not realize this is how e-books work.  Now I can warn students in the future not to count on using them for class and I will also make sure to put a hard copy on reserve. 3
  5. 5. Remove non-permanent ebooks Focus on permanent, usable books and promote to Faculty New purchases guided by Three Principles  Irrevocable perpetual access and archival rights.  Unlimited simultaneous users.  Freedom from any Digital Rights Management 4
  6. 6.  Provision of irrevocable perpetual access and archival rights.  Allowance for unlimited simultaneous users.  Freedom from any Digital Rights Management (DRM), including (but not limited to) use of proprietary formats, restricted access to content, or time-limited access terms. 5
  7. 7. o Aug. 2014 Don Waters site visit and invitation o Aug. 2014-Jan. 2015 Project Team formed, grant proposal written o May 2015 Grant announced o Sept. 2015 First meeting of Working Group o Jan. 2016 Research Teams launched o Sept. 2016 Second meeting of Working Group o Spring 2017 Open Conference; Final Report 6
  8. 8. Chuck Hamaker, AD for Collections, UNCC, Principal Investigator Alison Bradley, UNCC, Head of Research and Information Services, UX Team Leader ◦ Beth Caruso, USC Columbia SLIS, Research Assistant Elizabeth (Liz) Siler, UNCC Non-Serial Electronic Resources Librarian, Course Use Team Leader ◦ Kelly Denzer, UNC SLIS Greensboro, Research Assistant October Ivins, Project Consultant and researcher for environmental scan Peggy Hoon, UNCC, Licensing Team Leader  (resigned after relocation to LSU) 7
  9. 9. • The data suggests that not all libraries are accepting their heritage role. • They are not planning for long term preservation and access for their growing licensed digital collections and resources. • They rely increasingly on third parties to perform this fundamental function. This shift may have far reaching implications for long term preservation and access to the world's knowledge and cultural and historical record. -- Sharon Farb, UCLA, First Monday 2006 8
  10. 10.  Macalester College http://www.macalester.edu/library/changingebooksfor libraries/advocacy/  Oberlin Group http://www.oberlingroup.org/node/14801  University of California System/UCLA http://www.library.ucla.edu/about/collections/collectio n-development-initiatives/e-book-value-statement 9
  11. 11. “Like Minded Institutions” for Collaboration o Representing 13 libraries o Three library consortia o One non-profit vendor- Project Muse o Three university presses o Variety of size and types of libraries, roles in library, geographical range, consortial membership o Discussions conducted under the Chatham House Rule (without attribution) 10
  12. 12. Librarians, 1 of 2 1. Ann Agee, San Jose State University 2. Ellen Duranceau, MIT 3. Sharon Farb, UCLA 4. Katy Gabrio, Macalester College 5. Peggy Hoon, LSU 6. Tony Horava, University of Ottawa 7. Theresa Liedtka, Univ of TN Chattanooga 11
  13. 13. Librarians, 2 of 2 8. Joyce Ogburn, Appalachian State 9. Katina Strauch, College of Charleston 10. Mary Beth Thompson, Kentucky 11. Will Wakeling, Northeaster University 12. Keith Webster, Carnegie Mellon 13. Stanley Wilder, LSU 12
  14. 14. Consortia 14. Ivy Anderson, CDL 15. Kate Davis, OCUL/Scholars Portal 16. Celeste Feather, Lyrasis Publishers 17. Steve Cohn, Duke University Press 18. John Sherer, UNC Press 19. Charles Watkinson, Univ of Michigan Press 20. Terry Ehling, Project MUSE* 13
  15. 15. o New Research Team- platforms for local/group/consortial hosting o Collect and share ILL data o Nominations to research teams o Consideration of co-chairs, publisher and librarian, for Licensing Team o Charleston Advisor article o Panel accepted for AAUP June 2016 o Agreement to consider expanding principles 14
  16. 16. Chuck Hamaker, AD for Collections, UNCC, Principal Investigator Alison Bradley, UNCC, Head of Research and Information Services, UX Team Leader ◦ Beth Caruso, USC Columbia SLIS, Research Assistant Elizabeth (Liz) Siler, UNCC Non-Serial Electronic Resources Librarian, Course Use Team Leader ◦ Kelly Denzer, UNC SLIS Greensboro, Research Assistant October Ivins, Project Consultant and researcher for environmental scan Peggy Hoon, UNCC, Licensing Team Leader  (resigned after relocation to LSU) 15
  17. 17. 1. Discoverability 2. Accessibility across multiple platforms and devices 3. Ability for user to print/copy/save etc. 4. Perpetual access to purchased material 5. Ability to use ILL 6. Fair use 7. ADA compliance 8. Protection of user confidentiality 9. Flexible pricing packages 16
  18. 18. 10. Meets national cataloging standards and COUNTER-compliant usage stats 11. Ability for simultaneous users 12. Ease of navigation, preview allowed before downloading, hyperlinks, etc. 13. Persistent URL 14. Maintain integrity with print editions 15. Ability to share among scholars 16. Provide a list of available titles 17. Accessed via IP authentication 17
  19. 19. Existing literature on patron satisfaction with eBooks in academic settings does not differentiate between platforms, formats, and other conditions that alter the user’s ability to read, annotate, and use eBooks Goal: evaluate the existing research published and use this to develop consistent guidelines to accurately assess patron satisfaction in consideration of the various formats and platforms of eBooks in their collections content. Intend to design research for replication. 18
  20. 20. • What are schools doing that we don’t already know about? • What textbooks are most commonly assigned and how can libraries work together to make the important content in these books available freely to students? • What options are their for libraries to provide course texts to their students? • Can we create a best practices and/or a toolkit for libraries that are interested in implementing similar programs? • What publishers can we work with on creating models for purchasing textbook content?
  21. 21. o Examine role of licenses to govern use and access to ebooks, in light of existing copyright laws and protections. o Analyze current case law, white papers, and other literature o Review applications of the doctrine of First Sale in the digital environment o Compare findings to current licensing practice o Support WG/RT to engage libraries and publishers interested in developing a sustainable ecosystem for eBooks 20
  22. 22. My part of the Charlotte Initiative 21
  23. 23. Focus on Business Models, Pricing and Terms Promote adoption of principles to publishers Iterative process o Literature review o Survey o Supplemental interviews o Share findings with Working Group and Research Teams o Share interim results publicly o Re-survey, re-interview Use Market pressure, findings, and time to change behavior
  24. 24. ILL? If STL is not the solution, what is? ◦ Model policy on print; unavailable locally? Promoting course assignments, Yes Cutting into course adoptions- Yikes ◦ Allow exceptions ◦ Upcharge for use over x amount? ◦ Special course use pricing $200-$250 for unlimited UPeC model-sufficient collection purchases, loss of course adoption sales won’t matter Link to user purchase options-Google Books 23
  25. 25.  Ebook Workgroup  https://digitalpubliclibraryofamerica.atlassian .net/wiki/display/EW/Ebook+Workgroup+Ho me 24
  26. 26. 25
  27. 27. October Ivins, MLS october.ivins@mindspring.com

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