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eBooks: Key Challenges, Future 
Possibilities 
Charleston Seminar 
November 8, 2014 
Michael Levine-Clark 
University of Denver 
Rebecca Seger 
Oxford University Press
Five Key Challenges 
• Developing sustainable, flexible, and 
predictable models 
• Preservation of content 
• Resource sharing 
• Course adoption 
• Future of the monograph
1. Developing sustainable, flexible, 
and predictable business models 
• Budget crises - libraries 
• (Un)predictable revenue – publishers 
• STL challenges – everyone 
• Multiple models 
– Subscription, purchase, DDA (with or without STL)
2. Preservation of Content 
• Sustainability of platforms 
• Long term preservation/access to 
– Aggregator-hosted ebooks 
– Leased ebooks 
– Not-yet-owned ebooks (the DDA pool)
3. Resource Sharing 
• Librarians want ILL rights for ebooks 
– A core value in the print world 
– eBooks should be more portable than print 
books, not less
4. Course Adoption 
• Publishers worry about loss of revenue when 
books normally purchased by dozens or hundreds 
of students on a campus become available 
campus-wide as ebooks 
• Libraries don’t normally pay for textbooks for 
students 
• Libraries want books in their collections 
regardless of use in a particular class; publishers 
want to be able to replicate the course reserve 
shelf without undermining their additional 
market
5. The Future of the Scholarly 
Monograph 
• Sustainability – shrinking budgets, 
shrinking purchases 
• New models – STL, DDA, Open Access, 
what else? 
• Allowing this form of scholarship to 
thrive in a digital world
Future Possibilities 
Oh, the possibilities……
Sustainability 
• Should libraries pay a fee for DDA that goes to 
publishers? 
– An annual fee? A micro charge per title? Some other 
factor? 
– Fees for profiling, record loads? 
– Fees to support archiving, preservation? 
– A small fee for browsing? 
• Can we experiment with models that vary 
depending on book type, age, sales projections?
Sustainability 
• Publishing long form scholarship ceases in 
certain disciplines and reduces in others 
• Publishers embargo content from STL until 
costs are recouped 
• Experiment with models that vary 
depending on book type, age, sales 
projections
Long-Term Preservation 
• Dual Hosting: 
– Aggregator for: 
• Access across a range of publishers 
• Management of discovery, DDA process, invoicing 
– Publisher for 
• Post-purchase access 
• Collectively, we need to ensure that all published 
scholarly monographs are preserved in a trusted 
repository
Long-Term Preservation 
• Publishers and Aggregators become “the 
shelves” 
• Hosting content that may or may not be 
purchased 
• Any models for ensuring unpurchased 
content gets preserved?
Resource Sharing 
• ILL is a means to an end 
– More costly, less effective than STL 
– Perhaps means no access at owning library during 
loan 
• We should work with publishers to develop an 
STL model that allows immediate access to 
everything 
– Cheaper than ILL 
– Less staff disruption 
– Faster delivery to end user
Resource Sharing 
• From a author and publisher perspective, 
replacing ILL with STL was a positive development 
• Libraries have asked publishers not to pay until 
content is used – so we need that use to drive any 
purchasing 
• Would borrowing libraries consider new payment 
models for ILL of ebooks (assuming lower cost 
than traditional print ILL)?
Course Adoption 
• Allow us full access under a single-user license 
– Printing, copying, etc. 
• Build a system that allows unmediated 
temporary access during the term 
– Some additional cost 
• Based on usage, not on the book being assigned 
– Some barriers to usage (read only?)
Course Adoption 
• Course adoption is to an extent what sustains 
unprofitable monograph publishing 
• Cooperate on models that work for all parties 
– restricted access 
– administration funding as a student benefit
The Future 
• Hybrid models? 
– Content for libraries, bells & whistles for end user 
• Library buys the text, user pays for added features 
• Not really sure I like this idea… 
• Put up or shut up 
– We need to work with publishers to find solutions 
– Our institutions may need to ante up 
• More publisher and library communication 
– Economics of book publishing; impacts of purchasing models 
on ability to publish; effects on academic ecosystem discussed

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Levine-Clark, Michael and Rebecca Seger, “Reaching Sustainable Models for E-Book Purchasing,”

  • 1. eBooks: Key Challenges, Future Possibilities Charleston Seminar November 8, 2014 Michael Levine-Clark University of Denver Rebecca Seger Oxford University Press
  • 2. Five Key Challenges • Developing sustainable, flexible, and predictable models • Preservation of content • Resource sharing • Course adoption • Future of the monograph
  • 3. 1. Developing sustainable, flexible, and predictable business models • Budget crises - libraries • (Un)predictable revenue – publishers • STL challenges – everyone • Multiple models – Subscription, purchase, DDA (with or without STL)
  • 4. 2. Preservation of Content • Sustainability of platforms • Long term preservation/access to – Aggregator-hosted ebooks – Leased ebooks – Not-yet-owned ebooks (the DDA pool)
  • 5. 3. Resource Sharing • Librarians want ILL rights for ebooks – A core value in the print world – eBooks should be more portable than print books, not less
  • 6. 4. Course Adoption • Publishers worry about loss of revenue when books normally purchased by dozens or hundreds of students on a campus become available campus-wide as ebooks • Libraries don’t normally pay for textbooks for students • Libraries want books in their collections regardless of use in a particular class; publishers want to be able to replicate the course reserve shelf without undermining their additional market
  • 7. 5. The Future of the Scholarly Monograph • Sustainability – shrinking budgets, shrinking purchases • New models – STL, DDA, Open Access, what else? • Allowing this form of scholarship to thrive in a digital world
  • 8. Future Possibilities Oh, the possibilities……
  • 9. Sustainability • Should libraries pay a fee for DDA that goes to publishers? – An annual fee? A micro charge per title? Some other factor? – Fees for profiling, record loads? – Fees to support archiving, preservation? – A small fee for browsing? • Can we experiment with models that vary depending on book type, age, sales projections?
  • 10. Sustainability • Publishing long form scholarship ceases in certain disciplines and reduces in others • Publishers embargo content from STL until costs are recouped • Experiment with models that vary depending on book type, age, sales projections
  • 11. Long-Term Preservation • Dual Hosting: – Aggregator for: • Access across a range of publishers • Management of discovery, DDA process, invoicing – Publisher for • Post-purchase access • Collectively, we need to ensure that all published scholarly monographs are preserved in a trusted repository
  • 12. Long-Term Preservation • Publishers and Aggregators become “the shelves” • Hosting content that may or may not be purchased • Any models for ensuring unpurchased content gets preserved?
  • 13. Resource Sharing • ILL is a means to an end – More costly, less effective than STL – Perhaps means no access at owning library during loan • We should work with publishers to develop an STL model that allows immediate access to everything – Cheaper than ILL – Less staff disruption – Faster delivery to end user
  • 14. Resource Sharing • From a author and publisher perspective, replacing ILL with STL was a positive development • Libraries have asked publishers not to pay until content is used – so we need that use to drive any purchasing • Would borrowing libraries consider new payment models for ILL of ebooks (assuming lower cost than traditional print ILL)?
  • 15. Course Adoption • Allow us full access under a single-user license – Printing, copying, etc. • Build a system that allows unmediated temporary access during the term – Some additional cost • Based on usage, not on the book being assigned – Some barriers to usage (read only?)
  • 16. Course Adoption • Course adoption is to an extent what sustains unprofitable monograph publishing • Cooperate on models that work for all parties – restricted access – administration funding as a student benefit
  • 17. The Future • Hybrid models? – Content for libraries, bells & whistles for end user • Library buys the text, user pays for added features • Not really sure I like this idea… • Put up or shut up – We need to work with publishers to find solutions – Our institutions may need to ante up • More publisher and library communication – Economics of book publishing; impacts of purchasing models on ability to publish; effects on academic ecosystem discussed