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

1. October Ivins, MLS
october.ivins@mindspring.com
Charleston Conference
November 6, 2015

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
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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-
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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.
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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
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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.
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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
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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)
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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
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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
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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)
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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
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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
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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*
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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
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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)
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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
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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
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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.
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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. 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
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22. My part of the Charlotte
Initiative
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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. 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
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25.  Ebook Workgroup
 https://digitalpubliclibraryofamerica.atlassian
.net/wiki/display/EW/Ebook+Workgroup+Ho
me
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27. October Ivins, MLS
october.ivins@mindspring.com