The Evolving E-book Lending Ecosystem: Advances in library control and usability for Customers 09 October 2014 Odilo – Telefonica Event Marshall Breeding Independent Consultant, Author, Founder and Publisher, Library Technology Guides

Abstract  Overview of the background of library e-book lending programs  Discuss the models of e-book lending  Roles of the e-book service providers  Integration of e-book lending into library’s strategic discovery environment

Una perspectiva internacional  La forma en la que las bibliotecas desarrollan e implementan sus estrategias tecnológicas dependerá de su situación económica y del acceso a los recursos relacionados, incluyendo la red y la infraestructura informática, Internet de banda ancha, y el nivel de interés y la capacidad de sus usuarios para aprovechar los servicios informáticos y basadas en Web, así como otros factores.  How libraries develop and implement their technology strategies must be informed by their economic situation and their access to related resources, including network and computing infrastructure, Internet bandwidth, and the level of interest and ability for their users to take advantage of computer and Web-based services and many other factors.

Library Technology Guides librarytechnology.org

Recursos en “Library Technology Guides”  Noticias de actualidad sobre la biblioteca orientada a tecnologías, productos, y las organizaciones  “GuidePosts” Blog de ​​ Marshall  “Lib-web-cats”: directorio internacional de bibliotecas y de las tecnologías que utilizan  El texto completo de muchos artículos relacionados con la tecnología de la biblioteca  Incluyendo artículos de Marshall, informes y presentaciones  Directorio de organizaciones que ofrecen productos para la automatización de la biblioteca  Servicios de notificación: Web, , RSS, Twitter

Chile

Mergers and Acquisitions

Library Technology Industry Reports  2014: Strategic Competition and Cooperation  2013: Rush to Innovate  2012: Agents of Change  2011: New Frontier  2010: New Models, Core Systems  2009: Investing in the Future  2008: Opportunity out of turmoil  2007: An industry redefined  2006: Reshuffling the deck  2005: Gradual evolution  2004: Migration down, innovation up  2003: The competition heats up  2002: Capturing the migrating customer American LibrariesLibrary Journal

Library Systems Report 2014

Library Systems Report 2014 Spanish

Additional Resource  Tecnologías para fortalecer el control del préstamo de libros electrónicos por las bibliotecas  displaytext.pl?RC= displaytext.pl?RC=18282 El préstamo de libros electrónicos sigue siendo uno de los temas más importantes para las bibliotecas públicas. Temas comerciales, legales y técnicos tienen su impacto en la forma en la que las bibliotecas públicas pueden adquirir e incorporar los libros electrónicos, a sus colecciones de préstamo, así como en las condiciones de préstamo y en las interfaces que los usuarios tendrán que utilizar para acceder al préstamo de estos materiales.

E-book lending ecosystem  Publishers  E-book lending service providers  Libraries  Library users

Publishing Industry  Most popular titles are offered through large media companies that each own many imprints  Many smaller independent publishers  Academic and scholarly publishers  Primary revenue lies in sales to consumers  Differing approaches to library e-lending

Big 5 Publishers  Hachette Book Group  HarperCollins  Macmillan Publishers  Penguin Random House  Merged July 2013  Simon and Schuster

Free / Open Access Titles  Project Gutenberg  46,000 free ebooks   Open Library / Internet Archive  Open access catalog of 1,000,000 titles, including public domain, and e-books available for borrowing from participating libraries  Self-published

Key Library e-book lending challenge  Offer titles the public wants to read  Large publishers may have restrictive policies and work primarily through established library e- lending providers  Different opportunities for small or local publishers  Public domain content  Lots of content, but not what general reading public demands

E-book lending historical progress  Digital content providers (such as Overdrive)  Link to external Platform  Entry of new competitors  3M Cloud Library  Expectation for integrated discovery and download  Library Controlled e-book content and lending  “Douglas County Model”

Commercial E-book lending services  Content + e-lending platform  OverDrive  3M Library Services  Baker & Taylor  Platform + Locally managed & other e-book content  OdiloTK OdiloPlace Supports Douglas County e-book lending Model

OverDrive  Pioneering and still dominant provider of e-book and audiobook lending services to libraries  Also provide digital media platform services to publishers and other organizations  History  1986 Company Founded  2000 Launched Content Reserve service  2003 Launched download service for libraries  2013 Released APIs for discovery integration

3M Library Services  Longstanding business in self-service and security products  Launched 3M Cloud Library in 2011  Early emphasis on integration with library interfaces  Growing catalog of titles

Baker & Taylor  Major supplier of materials to libraries  Launched Axis 360 service in 2011  Integrated procurement of print and e-book titles

Advantages  Able to leverage large-scale deals  Availability of large catalog of popular content  Fully supported and managed service

Disadvantages  Lack of control  At the mercy of deals negotiated between publishers and e-book service providers  Subscription vs Ownership  Many deals do not provide library with permanent ownership of content

ReadersFirst

ReadersFirst: Four Key Principles ReadersFirst calls upon publishers and e-book vendors to observe Four Key Principles to enhance the library e-book reading experience, allowing readers to: 1. Search one comprehensive catalog to access all of a library’s offerings 2. Place holds, check out and renew items, view availability, manage fines, and receive communications within the single source the library has determined will serve their users best (website, catalog, or other) 3. Seamlessly enjoy a variety of e-content 4. Download e-books that are compatible with all reading devices

Douglas County Model  Libraries want control or ownership of content  Negotiate directly with content owners  Publishers  Authors  Control of content and lending process

Library managed e-book lending  Douglas County Colorado  Local Infrastructure  Adobe Content Server  VuFind interface

Related US-based projects  Douglas County Libraries  eVoke Colorado  Colorado Library Consortium  Enki – e-book distribution and lending program by:  Califa Library Group and  Contra Costa County Library

Odilo  Provides a platform that supports the Douglas County Model  OdiloTK: E-book lending management  OdiloPlace: Libraries acquire content from Odilo’s catalog or develop their own local catalog from titles acquired from publishers and authors  OdiloTT Full library management system option

Connecting authors to readers Publishers Many others… Authors Readers

Connecting e-books to readers Publishers Many others… Authors Readers E-Book Services

Non-integrated e-book service

Connecting e-books to readers Publishers Many others… Authors Readers E-Book Services

E-Book Integration Model Search: Digital Collections Web Site Content Local E-book Repository Local E-book Repository Search Results Index ILS Data Aggregated Content packages Library Catalog External E-Book Lending Service External E-Book Lending Service Authentication Checkout - Download Discovery

Integrating e-Books into Library Automation Infrastructure  Current approach involves mostly outsourced arrangements  Collections licensed wholesale from single provider  Hand-off to DRM and delivery systems of providers  Loading of MARC records into local catalog with linking mechanisms  No ability to see availability status of e-books from the library’s online catalog or discovery interface

Integrated e-book lending

Connecting e-books to readers Publishers Many others… Authors Readers E-Book Services

Connecting e-books to readers Publishers Many others… Authors Readers E-Book Services

Connecting e-books to readers Publishers Many others… Authors Readers

Conclusion  E-book lending critical to library service  Libraries demanding more content with more ownership and control  New products and services strengthen the position of libraries

Gracias!