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Purchasing E-books

Sue Polanka
No Shelf Required

Tweeting? #alaebookwksp @spolanka

Wright State University Libraries

Poll Questions
What type of library do you work at?

Rate your knowledge of E-books on a scale of 1-5


(1=Minimal Knowledge, 5=Very Knowledgeable)

eBook Penetration, 2010


94% Academic 66% Special

72% Public

33% School

71 %
compound annual growth rate of ebooks in libraries, 2002 - 2009
Source: LJ Ebook Research Report

200 % increase in eBook downloads 2009 to 2010

Source: OverDrive

80 % by 2020
estimated academic library budget allocated for electronic content
Source: US Dept of Education, NCES, Academic Libraries Survey, 19982008

We are at the eBook Tipping Point

Topics of Conversation
eBook Types

Business Models
Licensing and Access Publishers or Aggregators?

Consortial Purchasing
Selecting Content Evaluating Vendors

Budgeting
Barriers to Access

eBook Types
Downloadable
Check out/purchase Download to personal reader/device for offline reading One user eBooks/audiobooks

Web Only
Online eBooks Web based, must be connected to network

Multiple users
Reference, academic, some childrens/classroom

Variety of formats

Html, PDF, text

EBL

OverDrive

eBooks on EBSCOhost

Publishers

Follett

Ingram MyiLibrary

3M

ebrary

Business Models & Licensing


One Book-One User/Checkout
Multi-User Unlimited Simultaneous Use
Access Fees

Subscribe
Patron Driven Short-Term Loan Open Access
Own or License?

Patron Driven Acquisition


Libraries select titles
MARC records in catalog Use of book triggers purchase

Various trigger/price points


Guaranteed use of purchased content Still need collection librarians

Short Term Loan


1, 2, 3, 7, 14, 30 day loans
Cost saving strategy ILL alternative

More content
Nothing owned Accountability You spent how much on what?

Freading
Pay as You Go
Nothing Owned No access fees

Buy same content multiple times

Open Access eBooks


Liberate eBooks
Creative Commons License Funded public radio style

Fair price established


Crowdsourced

a sampling of Free eBooks


Project Gutenberg
Internet Archive
In-library lending program

World Public Library HathiTrust Google Books

World eBook Fair July/August

In Library Lending
Internet Archive & Open Library
Pool of 100K ebooks 1000 libraries

20th Century titles


Free Donate one book to the program to join

eBook Access Levels

Public Domain

Short Term Loan or Rentals

eBook Access Levels


Subscription

Public Domain

Short Term Loan or Rentals

Open Access

eBook Access Levels


Subscription

Public Domain

Locally Hosted

Short Term Loan or Rentals

Open Access

Locally Hosted DRM

eBook Access Levels


Perpetual Access Files sent to library Perpetual Access Fees paid up front Subscription

Public Domain

Locally Hosted

Short Term Loan or Rentals Perpetual Access Ongoing Fees

Open Access

Perpetual Access No Fees

Locally Hosted DRM

eBook buying vs. leasing


Mary Minow 5 layers of control:
Physical Copyright Licenses/Agreements Encryption/DRM Digital Millenium Copyright Act

See Mary Minows presentation: http://bit.ly/pVvxMj

Questions?

Buying from Publishers


+s Get content direct More stable title list One platform
Search across content formats Features enhance content

More room for negotiations

Buying from Publishers


-s Multiple license agreements, one for each publisher Lots of E-management Multiple platforms Not an option for trade titles

Buying from Aggregators


+s Many publishers, one platform Improves visibility of smaller publishers & collections One license agreement Integrated into distribution systems and approval plans

CD services offered
Discovery

Buying from Aggregators


-s Not all publisher content available Delays in release or embargoes Pricing/licensing established by publishers, not much room for negotiation Limits on size of consortia? Minimum purchase requirements

Consortial Purchasing Challenges


Publishers dont necessarily want shared access
Individual libraries = individual needs
Less control Platform preference Cafeteria plans

Approval plans & PDA Negotiating the multiplier Larger queues for popular titles

Options for Selecting Content


Subscribe to a product with set content
Purchase subject collections Choose title by title must like spreadsheets

Patron driven acquisition


CD services from aggregators
Analyze local collection Custom lists Collections

Evaluating Vendors
Find your content first Evaluation Matrix - bit.ly/f0z7UP or bit.ly/mY8Azy Business Models available Level of access desired User Interface features DRM/restrictions Statistics/Use Data Support

Sample Evaluation Matrix

Chart courtesy of University of California Irvine Libraries

Budgeting
What is the best practice? Reallocate existing funds List Cost vs. Discount Weigh costs of purchase vs. subscribe

Sustainable models
Short-term Loan vs. ILL Access Fees and ongoing costs? Start with pilot projects

Current/Projected Spending

Source: Library Journal Survey of eBook Penetration and Use, 2010

Barriers to Access
Cost/Access Fees Licensing Discovery Interfaces Archiving Accessibility DRM Devices Formats Loading Lending

Advocacy Groups
ALA EQUACC www.equacc.ala.org
ALA OITP Task Force on eBooks Library Renewal www.libraryrenewal.org

Library City www.librarycity.org


ReadersBillofRights.info Librarians Against DRM

Archiving Budgets Devices Access

Publishers

Platforms

Patron Driven Consortia

DRM Formats

eBooks
Accessibility Aggregators

ILL

Libraries Licensing
Downloads

Keeping Up?
No Shelf Required www.noshelfrequired.com

Teleread www.teleread.org
INFOdocket www.infodocket.com eBooknewser - www.mediabistro.com/ebooknewser/

The Digital Reader - www.the-digital-reader.com/


Go-to-hellman - go-to-hellman.blogspot.com ALA TechSource blog - www.alatechsource.org/blog LJ/SLJ ebook Summit www.thedigitalshift.com

Recommended Resources
ALA TechSource Reading List - http://bit.ly/phjxgX
E-books and Libraries: A Stream of Concerns by Meredith Farkas - http://bit.ly/e2Sjks COSLA Report (public libraries) www.cosla.org No Shelf Required: E-books in Libraries, ALA Editions, 2011 Patron Driven Acquisitions: History of Best Practices, De Gruyter, 2011

Questions?
sue.polanka@ wright.edu

Twitter @spolanka
noshelfrequired.com

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