1. Purchasing E-books for your
Library
Sue
Polanka
Wright
State No Shelf
University Required®
Libraries

2. Libraries who offer eBooks
72% 94% 33%
Public Academic School
82% 95% 44%
Public Academic School

3. Topics of Conversation
 Business Models
 Licensing and Access
 Publishers, Aggregators & Wholesalers
 Consortial Purchasing
 Downloadable Options
 Host your own eBooks
 Evaluating Vendors & Budgeting

4. Business Models & Licensing
 One Book-One User/Checkout
 Perpetual Access
 Multi-User or Unlimited Use
 Subscriptions Access or
build a
 Patron Driven collection?
 Short-Term Loan
 Open Access Ongoing
Fees?
 Free

5. Patron Driven Acquisition (PDA)
 Guaranteed use of purchased content
 Libraries select titles
 MARC records in catalog
 Use of book triggers purchase
 Various trigger/price points
 Publishers and aggregators offer
See also: Patron Driven Acquisitions, DeGruyter, 2011

6. Short Term Loan
 Based on PDA
 1, 2, 3, 7, 14, 30 day loans
 Access only - Nothing owned
 ILL alternative
 Access more content for same cost
 Accountability – You spent how much on what?

7. Open Access eBooks
 Unglue.it
 Directory of Open
Access Books (DOAB)
 Pinter plan
See also: Eric Hellman’s Open Access chapter in LTR and
Frances Pinter interview on No Shelf Required

8. Sampling of Free eBook sites
For all For Children/YA
 DailyLit  Big Universe
 Free Literature  Book Glutton
 Google Books  Children’s Books Online
 HathiTrust  Children’s Literature Bookshelf
 Internet Archive  Classic Reader
 In-library lending program
 Fiction.us
 Many Books
 International Children’s Digital
 Project Gutenberg Library (need account)
 Scribd  Magic Keys
 World Public Library

9. Free - In Library Lending
 Internet Archive
 Hosted on OpenLibrary.org
 Pool of 200K ebooks
 1000+ member libraries
 20th Century titles
 Donate one book to the program to join
See eBook Buzz column in ONLINE Magazine, March/April issue

10. Licensing and Access

11. eBook Access Levels
Perpetual Access Subscription
Files sent to library
Perpetual Access
Fees paid up front
Locally
Public Hosted
Short
Domain Limits
Term
On
Loan or
Circulation
Rentals
Perpetual Access
Perpetual Access Ongoing Fees
Open
Access No Fees
Locally
Hosted
DRM

12. Rights and Licenses
 Right of First Sale in US
 US Copyright Law provides for Interlibrary Loan
 Licenses take away these rights
 Lease not own digital content

13. Layers of Content Control
DMCA
DRM
License
Agreements
Copyright
Physical
Adapted from Mary Minow presentation, http://bit.ly/pVvxMj

14. Think you own that eBook?
…non-exclusive right to view, use, and display
such Digital Content an unlimited number of
times
Digital Content is licensed, not sold, to you by
the Content Provider.
Text from Kindle Terms of Use

15. When you buy a downloadable book from us,
what you are buying is the right to use that
book in the way we explain below for your
own personal, non-commercial use only
Text from Pottermore Terms of Use

16. Libraries don’t own them either
Licensed Content
“Access licensed content”
Nothing contained in the agreement shall be construed as
granting the end user any ownership rights in or to the
licensed content
Text from eBook aggregator license

17. Purchasing eBooks
See Library Technology Reports, Nov/Dec issue
The No Shelf Required Guide to E-Book Purchasing

18. Buying from Publishers
+’s
 Get content direct
 More stable title list
 One platform
 Search across content formats
 Features enhance content
 Target to your audience
 More room for negotiations

19. Buying from Publishers
-’s
 Multiple license agreements,
one for each publisher
 Lots of E-management
 Multiple platforms
 Not an option for most trade
titles

20. Publishers won’t sell to libraries
 Penguin
 Macmillan
 Simon & Schuster
 Hachette
 Brilliance Audio
Image from librarianinblack.net

21. Buying from Aggregators
+’s
 Many publishers, one platform
 One license agreement
 Integrated into distribution
systems and approval plans
 Discovery
 Improves visibility of smaller
publishers & collections
 CD services offered

22. Buying from Aggregators
-’s
 Many publishers, one platform  Not all publisher content
available
 One license agreement
 Delays in release or embargoes
 Integrated into distribution
systems and approval plans  Pricing/licensing established by
publishers, not much room for
 Discovery negotiation
 Improves visibility of smaller  Limits on size of consortia?
publishers & collections
 Minimum purchase
 CD services offered requirements?

23. EBL Dawson Mackin
eBooks on Follett
Era
EBSCOhost
Knovel
ebrary GVRL
Books
Credo
24x7
Safari
Ingram Baker&
MyiLibrary Taylor 3M
OverDrive Freading

24. University Press Consortia
UPO
Cambridge
Books at
JSTOR
UPCC
UPSO
Oxford
See also, eBook Buzz column in ONLINE magazine, Jan/Feb 2012

25. Buying from Wholesalers
+’s
 Many publishers or aggregators
 Single or multiple titles
 Print or E titles
 Billing/licensing/shipping
 Approval plans
 E-preferred status
 Single library or consortia

26. Buying from Wholesalers
+’s -’s
 Many publishers or aggregators  Not all publisher content
available
 Single or multiple titles
 Delays in release or embargoes
 Print or E titles
 Billing/licensing/shipping  Pricing/licensing established by
publishers, not much room for
 Approval plans negotiation
 E-preferred status
 Single library or consortia

27. Consortial Purchasing

28. Consortial Purchasing
+’s
 More content, less money
 Consistency across libraries
 Share content
 ILL
 One license
 Centralized tech/billing

29. Consortial Purchasing
+’s -’s
 More content, less money  Publishers don’t necessarily
want shared collections
 Consistency across libraries
 Long process
 Share content
 Less control of
 ILL content/platform selection
 Negotiating the multiplier
 One license
 Higher holds ratios
 Centralized tech/billing
 Cafeteria plans

30. Downloadable eBooks
Cover to Cover Reading Options

31. OverDrive
 700,000 titles; 1000 publishers + Pottermore
 Ebooks/audiobooks/videos
 Lease with maintenance/hosting fees
 Format choices + Kindle
 Patron-driven acquisition options
 Sample chapters
 Some DRM free, simultaneous user content

32. Baker & Taylor + Axis 360 + blio
 105,000 ebook titles
 Axis 360 Digital Library
 Lowest cost of entry
 Real time availability of titles
 Cloud based delivery
 blio ereader software
 EPUB/PDF downloads soon

33. 3M Cloud Library
 100,000 ebook titles; 40 publishers
 Purchase with rights to move content
 Year by year commitment
 Manage content in the cloud
Photo courtesy of Eric Hellman
 eReaders for checkout
 Discovery station
Photos from 3M

34. Freading
 20,000 ebook titles
 Pay per use
 Nothing Owned
 No access fees
 Buy same content multiple times
 $.50 - $2.00 a loan
 Meet high demands at lower cost

35. Host your own eBooks

36. Locally host eBook content

37. Locally Own/Manage Content
+’s
 Purchase content files
direct from publisher or
author
 Control Interface
 We are the aggregator
 Self-preservation
 No DRM - kinda

38. Locally Own/Manage Content
+’s -’s
 Purchase content files  IT/Programming staff
direct from publisher or
author  Technology/servers
 Control Interface  We are the vendor
 We are the aggregator  Upkeep costs
 Self-preservation  Not all publishers will play
 No DRM – kinda

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

40. Sample Evaluation Matrix
Chart courtesy of University of California Irvine Libraries

41. Budgeting
 What is the best practice?
 Reallocate existing funds
 List Cost vs. Discount vs. List+
 Weigh costs of purchase vs. subscribe
 Look for sustainable models
 Short-term Loan vs. ILL
 Access Fees and ongoing costs?
 Start with pilot projects

42. Budget Projections
Public Libraries
 Current 3-4%, projecting 8.8% by 2016
Academic Libraries
 Current 8.7%, projecting 19.1% by 2016
School libraries
 Current 2-3%, projecting 8% by 2016
Source: Library Journal Survey of eBook Penetration and Use, 2011

43. Current/Projected Spending
Source: Library Journal Survey of eBook Penetration and Use, 2010

44. 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

47. Questions?
sue.polanka@
wright.edu
Twitter
@spolanka
noshelfrequired.com