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A movement to improve e-book access & services for public library users 
Presented by Jim Loter, The 
Seattle Public Library 
NISO Virtual Conference 
Can't We All Work Together?: 
Interoperability & Systems 
Integration 
November 19, 2014 
ReadersFirst
292 
Library Systems 
199 
Million Readers
eBook Challenges 
Libraries face challenges 
with e-book content: 
affordability and 
understanding and 
tracking various 
licensing models 
Libraries face a 
challenge of 
discoverability and 
access from eBook 
platforms that are 
fragmented and/or 
hard-to-use
Present Focus of ReadersFirst 
discoverability 
and access
Libraries have a 
responsibility to ensure that 
users have the same open, 
easy, and free access to e-books 
as print books. 
Products currently offered by 
e-content distributors create a 
fragmented, disjointed, 
and cumbersome user 
experience.
ReadersFirst Principles 
Discover 
content in a single 
comprehensive 
catalog 
Interact with 
the library within the 
library’s own context 
Read e-books 
that are 
compatible with all 
readers 
Access a 
variety of e-content 
from multiple 
sources
The Story So Far 
Early 2012 
BiblioCommons 
moves to 
integrate 
OverDrive; faces 
challenges 
and shared with 
vendors 
Early 2012 
Bibliocommons 
moves to 
integrate e- 
Books; faces 
challenges 
June 2012 
ReadersFirst 
launched at 
BookExpo 
America 
September 
2012 
First General 
Membership 
Meeting 
November 2012 
Functional 
requirements 
drafted and 
shared with 
vendors 
January 2013 
ReadersFirst 
hosts a vendor 
roundtable at 
ALA Midwinter 
Meeting 
January 2014 
ReadersFirst 
launches its 
Guide to Library 
E-book Vendors
The Guide
What? 
•Create an objective rating system for 
library e-book platforms and distribution 
systems 
•Share a vision for a seamless e-book 
experience for our readers 
•Identify areas for improvement in library 
e-book systems
Why? 
Libraries: 
purchasing 
new e-book 
systems 
Libraries: 
evaluating 
existing 
systems 
Libraries: 
creating 
platforms and 
discovery 
layers 
Vendors: designing 
and prioritizing 
developments for 
existing and new e-book 
platforms and 
distribution 
systems. 
Libraries: 
presenting a 
collective voice 
on shared 
experiences and 
shared visions
How? 
1. ReadersFirst Working Group members set 
up a list of possible technical 
requirements for library e-book systems 
2. Working Group members voted on 
prioritizing these technical requirements 
3. Created a vendor product survey from the 
prioritized technical requirements
How? 
4. Distributed the survey to library e-book 
vendors. 
5. Held follow-up conference calls with vendor 
representatives. 
6. Content subgroup wrote up assessments 
based on the completed surveys (an other 
accompanying text). 
7. Draft was submitted to both a professional 
editor and a professional proofreader
Content Access Requirements 
General 
Terms and 
Conditions 
Item 
Metadata 
E-Content 
Format Administrative 
Reporting 
and Support 
Patron 
Account 
Information 
Circulation 
Transactions 
Patron 
Notifications
Item Metadata 
…rates how well readers can search for and identify items.
User Stories
Vendor Matrix
Some Next Steps for the Guide 
Expand 
Sustain 
2nd 
Edition 
Winter 
2015 
Listen 
and 
adapt
Some Next Steps for ReadersFirst 
Product Guide 
resource for libraries 
to help evaluate RF 
progress and 
compliance 
Dialog continued 
communication with 
vendors and libraries – 
particularly about API 
standards 
Create API 
standards for 
the public library 
e-book market 
Advocacy 
all of you can play 
a role in your 
libraries and in 
your dealings with 
vendors
ReadersFirst is advocating 
for vendors to unbundle 
functions and provide 
methods (API’s) to 
integrate them into the 
environments our patrons 
already know and 
associate with our 
libraries.
APIs 
Application 
Programming 
Interface 
An application programming 
interface is a set of rules or 
protocols that can be used by 
software components to 
communicate with each other.
Open Architecture 
Provider 
develops API’s (or 
other methods) to 
expose content 
and lending 
functionality 
Consumer 
uses API’s to 
integrate and 
display content 
and borrowing 
functionality 
OverDrive 
3M 
Baker & Taylor 
LibraryIdeas 
Recorded Books 
Ingram 
SirsiDynix 
BiblioCommons 
Innovative 
Polaris 
CARL 
Evergreen 
Boopsie 
ANY APP!!! 
API’s
Proposed Next Steps for API Standards 
With NISO, form a 
committee composed 
of various vendors (e- 
Book distributors, ILS 
systems, and discovery 
layers) and public 
library representatives 
to work on and agree 
to these standards 
Partner with the 
National Information 
Standards 
Organization (NISO) to 
create and sustain 
these standards
Standards Needed 
• eBook / eContent objects 
• Library holdings 
• Availability of items 
• Lending terms/rules 
• Transactions (Reserve, Suspend, 
Borrow, Return, Renew, Expire, 
Block)
Challenges 
• Highly distributed volunteer 
leadership 
• Communications and logistics 
• Resources for project management 
• Sustaining positive vendor 
relationships
readersfirst.org

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November 19, 2014 NISO Virtual Conference: Can't We All Work Together?: Interoperability & Systems Integration

  • 1. A movement to improve e-book access & services for public library users Presented by Jim Loter, The Seattle Public Library NISO Virtual Conference Can't We All Work Together?: Interoperability & Systems Integration November 19, 2014 ReadersFirst
  • 2. 292 Library Systems 199 Million Readers
  • 3. eBook Challenges Libraries face challenges with e-book content: affordability and understanding and tracking various licensing models Libraries face a challenge of discoverability and access from eBook platforms that are fragmented and/or hard-to-use
  • 4. Present Focus of ReadersFirst discoverability and access
  • 5. Libraries have a responsibility to ensure that users have the same open, easy, and free access to e-books as print books. Products currently offered by e-content distributors create a fragmented, disjointed, and cumbersome user experience.
  • 6. ReadersFirst Principles Discover content in a single comprehensive catalog Interact with the library within the library’s own context Read e-books that are compatible with all readers Access a variety of e-content from multiple sources
  • 7. The Story So Far Early 2012 BiblioCommons moves to integrate OverDrive; faces challenges and shared with vendors Early 2012 Bibliocommons moves to integrate e- Books; faces challenges June 2012 ReadersFirst launched at BookExpo America September 2012 First General Membership Meeting November 2012 Functional requirements drafted and shared with vendors January 2013 ReadersFirst hosts a vendor roundtable at ALA Midwinter Meeting January 2014 ReadersFirst launches its Guide to Library E-book Vendors
  • 9. What? •Create an objective rating system for library e-book platforms and distribution systems •Share a vision for a seamless e-book experience for our readers •Identify areas for improvement in library e-book systems
  • 10. Why? Libraries: purchasing new e-book systems Libraries: evaluating existing systems Libraries: creating platforms and discovery layers Vendors: designing and prioritizing developments for existing and new e-book platforms and distribution systems. Libraries: presenting a collective voice on shared experiences and shared visions
  • 11. How? 1. ReadersFirst Working Group members set up a list of possible technical requirements for library e-book systems 2. Working Group members voted on prioritizing these technical requirements 3. Created a vendor product survey from the prioritized technical requirements
  • 12. How? 4. Distributed the survey to library e-book vendors. 5. Held follow-up conference calls with vendor representatives. 6. Content subgroup wrote up assessments based on the completed surveys (an other accompanying text). 7. Draft was submitted to both a professional editor and a professional proofreader
  • 13. Content Access Requirements General Terms and Conditions Item Metadata E-Content Format Administrative Reporting and Support Patron Account Information Circulation Transactions Patron Notifications
  • 14. Item Metadata …rates how well readers can search for and identify items.
  • 17. Some Next Steps for the Guide Expand Sustain 2nd Edition Winter 2015 Listen and adapt
  • 18. Some Next Steps for ReadersFirst Product Guide resource for libraries to help evaluate RF progress and compliance Dialog continued communication with vendors and libraries – particularly about API standards Create API standards for the public library e-book market Advocacy all of you can play a role in your libraries and in your dealings with vendors
  • 19. ReadersFirst is advocating for vendors to unbundle functions and provide methods (API’s) to integrate them into the environments our patrons already know and associate with our libraries.
  • 20. APIs Application Programming Interface An application programming interface is a set of rules or protocols that can be used by software components to communicate with each other.
  • 21. Open Architecture Provider develops API’s (or other methods) to expose content and lending functionality Consumer uses API’s to integrate and display content and borrowing functionality OverDrive 3M Baker & Taylor LibraryIdeas Recorded Books Ingram SirsiDynix BiblioCommons Innovative Polaris CARL Evergreen Boopsie ANY APP!!! API’s
  • 22. Proposed Next Steps for API Standards With NISO, form a committee composed of various vendors (e- Book distributors, ILS systems, and discovery layers) and public library representatives to work on and agree to these standards Partner with the National Information Standards Organization (NISO) to create and sustain these standards
  • 23. Standards Needed • eBook / eContent objects • Library holdings • Availability of items • Lending terms/rules • Transactions (Reserve, Suspend, Borrow, Return, Renew, Expire, Block)
  • 24. Challenges • Highly distributed volunteer leadership • Communications and logistics • Resources for project management • Sustaining positive vendor relationships