This presentation was provided by Tino Fleischer of Atypon Systems, Inc., Anne Orens, an Independent Consultant, and Sue Polanka of Wright University during the NISO event, "E-Books: A Rapidly Evolving Marketplace," held on August 12, 2009.

1. • Introduction
– Todd Carpenter, Managing Director, NISO
• Creation, Formatting, and Distribution Options for E-books
– Tino Fleischer, Product Manager, Atypon Systems, Inc.
• Business Issues and Trends in the Digital Book Landscape:
Players, Platforms and Devices
– Anne Orens, Independent Consultant
• E-books in the Library: Successfully Reaching the End User
– Sue Polanka, Head, Reference and Instruction, Paul Laurence
Dunbar Library, Wright State University
Sponsored by:
E-Books:
A Rapidly Evolving Marketplace
NISO Webinar • August 12, 2009
NISO 2009 Events
http://www.niso.org/news/events/2009/
• September 9 (NISO Webinar): E-Resources Licensing:
The Good, The Bad, The Ugly (Part 1)
• September 16 (NISO Webinar): E-Resources Licensing:
The Good, The Bad, The Ugly (Part 2)
• October 8-9 (Boston, MA):
Library Resource Management Systems
• October 14 (NISO Webinar): Bibliographic Control Alphabet Soup:
AACR to RDA and Evolution of MARC
• November 11 (NISO Webinar): Data, Data Everywhere:
Migration and System Population Practices
• December 9 (NISO Webinar): ONIX for Publication Licenses:
Adding Structure to Legalese
NISO Webinar • August 12, 2009
Creation, Formatting and Distribution
Options for E-books
Tino Fleischer, Product Manager
www.atypon.comLeader in the Provision of E-publishing Solutions
NISO webinar, 12th August 2009
• MA Spanish Studies, Humboldt University Berlin
• Publisher, Walter de Gruyter, Berlin
• Product Manager, Atypon Systems, Abingdon/
Santa Clara
My background
2
• Walter de Gruyter – German scholarly publisher,
Humanities and STM, publishes both their journals
and books on a single online platform
• Atypon Systems – software company focused on
delivering online solutions for scholarly publishers
Walter de Gruyter and Atypon
3
• What types of book content do you have?
• How do you want to deliver/present it online
to the user?
Two key questions to start with
4

2. • Monographs
• Multi-author works
• Books in a Book Series
• Yearbooks
• Multi-volume works
• Textbooks
Types of book content
5
• PDF
• PDF with reference links
• HTML
• Flash
• Epub
• Formats for mobile devices
Delivery formats
6
• Cover-to-cover PDF of the entire book
• Book chapter PDFs, but…
If PDF… what kind of granularity?
7
… what is a chapter?
8
… and what is the metadata?
9
• Full text or only metadata
• Granularity of metadata
• Choosing/writing a DTD
XML creation
10

3. Detailed taxonomies
11
TOC of a monograph
12
Book XML – NLM Book DTD
13
TOC of a Book Series
14
TOC of a Book Series volume
15
First page image
16

4. PDF in context
17
PDF in a new window
18
A different TOC of a Book Series
19
Book chapter in HTML
20
Book chapter in HTML
21
Flash-based viewer
22

5. • PDF and XML files are uploaded and the vendor’s
system generates the derivative file formats
• Publisher creates the required file formats and
uploads them to the vendor’s system
• Some formats: .prc, .azw, .epub
Mobile device delivery
23
Thank you.
24
Business issues and trends in the
digital book landscape: players,
platforms and devices.
Anne Orens
12 August 2009
NISO ebooks webinar
The Tipping Point – Again?
28
Sooner or later, almost everything goes
digital: cameras, camcorders, music
players, TV, books, you name it. —
David Pogue, NY Times May 8, 2008
Orientation
• Tipping points
• Vendor landscape
• Key developments
• Pricing implications
29
Journals: Leading indicator
for electronic publishing
30

6. The ebook rate of change
31
US Trade Wholesale Electronic Book Sales - IDFP/AAP Sept 08
US Trade (Wholesale) Electronic Book Sales from the IDPF and AAP
Transformation of the world
surrounding publishing
“What's going to be transformed isn't just the reading of one
book, but the ability to read a passage from practically any
book that exists, at any time that you want to, as well as the
ability to click on hyperlinks, experience multimedia, and add
notes and share passages with others.”
“to expect future generations to be satisfied with printed books
is like expecting the BlackBerry users of today to start
communicating by writing letters, stuffing envelopes and
licking stamps.”
Jeff Gomez, Director of Internet Marketing, Holtzbrinck Publishers
The Digital Future of Books, Wall Street Journal May 19, 2008; Page A13
32
Tipping Points - Devices
Building on Phenomena
• Web-enabled hand-held devices
• 17 million iPhones;13 million iPod touch devices
• Smart phones overseas
• MPS Global reader
• Readers
• SONY ereader accepts epub
• Kindle
Which content and which devices?
33
Tipping Points – Print on Demand
• For Publishers
• Ingram’s Lightning Source launches Espresso
Book Machine, 85,000 titles
• BookSurge/Amazon
• Replica Books/Baker & Taylor
• For Authors
• Lulu, Blurb, QooP
Tipping Points – Google Books
• 7 Million currently scanned
• 40 million eventually?
• 20,000 publishing partners
What do you do?
• Launching of full-service options
• Repackage and re-chunk
• Online sampling
• Make it mobile
• Enhancements
• Highlighting, note-taking
• Annotation
• Bookmarking
• Social media
• Take a DRM stance
36
And what about
metadata?
Or delivery
formats?

7. What do you do?
37
And what about
metadata?
Or delivery
formats?
Platforms by business model
38
Big Managed
Collections
Dedicated
Viewers
Publisher-
centric
Impelsys
Connecting the pieces
39
• Marketing needs
• Search engine visibility
• Snippets and sampling
• Packaging and merchandising
• Publisher considerations
• Digital asset management
• Preservation
• Print production
• Publisher determines price
Warehouse, market and sell:
Repository to distribution
40
Examples:
• Perseus
• MPS
• Ingram Digital Coresource
• CDC
• Advantages
• Choice of level of expenditure and activities
• Choice of vendor
• Version control
• Streamlined administration and process
Example: Perseus Constellation
Warehouse/ Digital
repository
Digitization/
Conversion
• Web-ready PDF
• Epub
• Metadata
Publisher chooses
channels, prices
41
Ebook vendors: Amazon,
ebrary, Overdrive, Sony
Connect
POD: BookSurge, Lightning
Source
Short run
Online sampling
Reporting
Ingram Digital CoreSource
• Hosting, archiving, access, and purchasing
• Epub, ePDF, POD, Sony, Mobipocket/Kindle,
eReader, Microsoft Reader, MP3
• Access via individual title, publisher-specific,
perpetuity, subscription, subject collection

8. Repackaging and chunking
• Publisher Packaging
• iPublisher, Tizra
• Lonely Planet
• User chosen content
• iChapters, CourseSmart
• User chosen delivery formats
• SafariU, National Academies of
Science
43
Snippets, browsing and online sampling
• Push:
Dailylit.com
• Browse:
BN.com, Amazon
• Discover:
Google
• Sample:
NAS, Libre Digital, Harper Collins
• Snippet
Google Books
44
Protections and barriers: DRM
• DRM
• High value, unique product
• Large-scale theft vs. intermittent hacking
• Trend watching
• Ebrary launches Quickview
45
Preview, sample, chunk, package,
and sell: NAS
46
Limited sampling, chapter
downloads
Skimming and searching
Widgets
Discounted pricing
Pricing -- audience -- content type
• Your strategy is determined by the combination of
pricing, audience and content type
• Your checklist:
• Print norms
• Textbook (market use) norms
• Audience norms
• Questions to ask:
• High value, niche need
• Combined pricing
47
Contact Information
Anne Orens
Consultant
aorens@gmail.com
(617.721.0662)
48

9. Additional Resources
• IDPF Digital Book 2009
• http://www.idpf.org/events/presentations.htm
• Google Books Settlement
• www.arl.org/resources/pubs/mmproceedings/154mm-proceedings.shtml#101
• www.copyright.com/media/pdfs/healyinterview.pdf
• www.copyright.com/media/pdfs/google-aap_outline_of_benefits.pdf
• http://www.copyright.com/ccc/viewpage.do
• www.nfais.org/events
• http://www.copyright.com/ccc/viewPage.do?pageCode=pu18
• ALA 2009: The Changing Standards Landscape
• http://www.slideshare.net/event/ala-2009-the-changing-standards-landscape
Publicity
Sue Polanka
Wright State University Libraries
Blogger – No Shelf Required
August 12, 2009
E-books in the
Library:
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Can Standards Make
eBooks Easy?
! Metadata
! Cataloging/MARC
! Purchasing
! Access
! Interface
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Metadata
! Standard format for data/text
" ePub
" XML
" Application independent
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Cataloging/MARC
! FREE MARC records with every ebook
! Vendor neutral cataloging

10. AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
! Machine Readable Cataloguing records (MARC21
records) are available for library professionals to
download. Although MARC21-compliant, these
records are not NCA level and are not recommended
as a replacement for your existing print record.
However, the records do provide additional electronic
resource information for the titles…
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
!"#$%&'''()*+%*,,&&,-'-%-.&&%
!&&'%/0/12345&'35,6544,%
!&&(%789:;7<%!&&.%,&&3&.'3'3',&6=&%
!&&6%+>>>>?>>>@>>>>>>>>%
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EKR?L?)JA/CH)%A?0/1A)?S
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%!.((%>>E*YL?)JA/CH)%A?WA/@1)N/C=EB:;T/A@%UE):;T/A@%7CHV?A0HJP%<A?00I
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A?^1HA?+?CJ0U%XCJ?AC?J%Y;WL/A?A%6=&%Z/A%KHDK?A%/A%_HL?T/;%,=&%Z/A%KHDK?A=EC`V*HL*BL?%*0%
0?*A)K*BL?%J?;J%HC%abF"%T/A+*J=EC`))?00%A?0JAH)J?@%J/%01B0)AHBHCD%HC0NJ1N/C0=%
!6.&%>&E*"*OE;F/A*L%*C@%?JKH)*L%*0W?)J0=%
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!5.6%-&E1KcWUdd@;=@/H=/ADd'&='&3(d*)WA/TU/0/d345&'35,6544,=&&'=&&&'%
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
!"#$%&',.,C++%*,,&&(6'.1%-.&&%
!&&'%3459'9-&,&93,5,9-%!&&(%[WAHCD?A%
!&&.%,&&5',&''.'('-=4,6%!&&4%)A>CC>&&5+*+**%
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M?V?0I%F*A2%a*AAH0=%
!,6&%>>E*#/A@A?)KJ%UEB[WAHCD?A%M?JK?AL*C@0IE),&&3=%
!(&&%>>EBV=U%@HDHJ*L%
!6.&%'-E*[/)H*L%[)H?C)?0I%D?C?A*L%
!6.&%>&E*`CJKA/W/L/DP%
!6.&%>&E*aH0J/AP%
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!6.&%,-E*G/C0?AV*N/C%QH/L/DPdY)/L/DP%
!6.&%,-E*aH0J/AP%
!6.&%,-E*F?@H)HC?d<1BLH)%a?*LJKI%D?C?A*L%
!6.&%,-E*[/)H*L%[)H?C)?0I%D?C?A*L%
!6.&%,-E*[10J*HC*BL?%#?V?L/W+?CJ%
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!4&&%'>E*a*AAH0I%F*A2=%
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!4'&%,>E*[WAHCD?A"HC2%Z:CLHC?%0?AVH)?%
!44(%&>EJ[WAHCD?A%?Q//20%!5.6%-&E1KcWUdd@;=@/H=/ADd'&='&&4d3459'9-&,&93,5(9'%
!3.&%>>E*a1+*CHN?0I%[/)H*L%[)H?C)?%*C@%"*O%Z[WAHCD?A9''6-5g%h#Q9,9[a7%
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Cataloging/MARC
! FREE MARC records with every ebook
! Vendor neutral cataloging
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Purchasing
! Make it as easy as possible to buy ebooks
" Workflow issues
" Licensing issues
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Access
! Platforms
! Proprietary Software/Downloads
! Perpetual Access
! Borrowing/Lending Issues

11. AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Interface
This is what users want and expect
! Printing & Downloading
! Value Added Features
! Linking
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Allows portions of books
to be manually printed
Any content printed…
must be deleted or
destroyed…no longer have
access/account
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Print up to a single chapter from
each title or up to 5% of the pages
of any title, whichever is greater
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Generally speaking, you can
Print documents of any type
with any content from the
document display page
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
10 more pages may
be printed from the
current title this hour
AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
Interface
This is what users want and expect
! Printing & Downloading
! Value Added Features
! Linking

12. AUGUST 12, 2009 SUE POLANKA, WRIGHT STATE UNIVERSITY LIBRARIES
More Information
Sue Polanka
sue.polanka@wright.edu
No Shelf Required blog
www.libraries.wright.edu/noshelfrequired
Thank you for joining us today.
www.niso.org/news/events/2009/ebooks09/
We look forward to hearing from you!
Thank You!