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Does Format Matter? Comparing
the Usage of E-Books and P-Books
        Charleston Conference
          November 9, 2012
         Michael Levine-Clark
         Christopher C. Brown
Methodology
Duke University Press
•   Added October 2008
•   Loaded MARC records December 2008
•   Purchase all e/p
•   1,378 e-books
    – Frontlist approximately 120 per year
    – Backlist
• 2,175 p-books
• 841 in both formats
The Data
• Gathered circ data
  – Through December 2008
  – Each subsequent December (2009-2011)
  – Cumulative
• Compiled e-book use data
  – At end of each year, 2009-2011
  – For each year
Apples and Oranges
• pBook checkouts
  – Undergrad: 3 weeks
  – Grad: 10 weeks
  – Faculty: 1 year
  – Potentially many uses per checkout, and some
    when deciding to checkout
• eBook use
  – One time in the book is one use
About Discovery and Data
• Discovery through catalog records
• Data merger issues:
  – Title variations
  – ISBN complexities
  – Multi-volume issues
E and P Typically Pattern Together in
               Results
                             Classic
                             Catalog




 Encore (next-gen)
 Catalog
Data Difficulties: Title Variations
                         Catalog Record             Vendor Record
Series used with title   The Sri Lanka reader :     World Readers : Sri
                         history, culture,          Lanka Reader : History,
                         politics / John Clifford   Culture, Politics
                         Holt, ed.
Series used with title   Julia Child's The French   Spin Offs : Julia Child's
                         chef / Dana Polan.         The French Chef
Word renderings          Present tense : rock &     Present Tense : Rock
                         roll and culture           and Roll and Culture
Spaces                   Percussion : drumming,     Percussion: Drumming,
                         beating, striking          Beating, Striking



Vendors and catalogers don’t necessarily agree on title formation.
This makes matching on title impossible.
More Title Variations
                          Catalog Record               Vendor Record
Gremlin characters        Affective communities :      Affective communities:
(diacritics)              anticolonial thought, fin-de-anticolonial thought, Fin-De-
                          si├ ¿cle radicalism, and the SiFcle radicalism, and the
                          politics of friendship       politics of friendship
Presence/Absence of       The life and traditions of the
                                                       Life and Traditions of the Red
Subtitles                 Red man                      Man : A rediscovered
                                                       treasure of Native American
                                                       Literature
Title Discrepencies       A coincidence of desires :   Coincidence of Desire :
                          anthropology, queer studies, Anthropology, Queer
                          Indonesia                    Studies, Indonesia
Translated Titles         Desencuentros de la          Divergent Modernities :
                          modernidad en América       Culture and Politics in
                          Latina. English, Divergent   Nineteenth-Century Latin
                          modernities : culture and    America
                          politics in nineteenth-
                          century Latin America
Data Difficulties: Multiple ISBNs
Data Difficulties: ISBN 10? ISBN 13?
Data Difficulties: ISBN Irregularities




   Note the ISBN10 with ISBN 13, the parentheses, and the
   multiple ISBN numbers
Data Solution: Create an ISBN 9




ISBN 9 eliminates the ISBN 13 – 978 prefix
and the final check-digit, creating a useable
match-point, in cases where the electronic
and print versions agree on base ISBN.
Data Difficulties: Too Many
               Sources
• Usage reports include only titles that are
  actually used
  – Needed to pull in unused titles from elsewhere
     • Different formats
Data Methodology using Microsoft Access
•    Get annual use stats of e-books from vendor
•    Get master list of e-titles from vendor.
•    Derive ISBN9 for each list for proper overlay
•    Overlay annual use stats onto master list of e-books
•    Get circ stats for print books from ILS
•    Derive master list of all print titles from ILS
•    Derive ISBN 9 for each p title.
•    Overlay annual circ stats onto master list of p-books
•    Merge circ and use data together
Data Conclusions
• Microsoft Access for overlays; Microsoft Excel
  for analysis
• Overlay on title is nearly impossible
• Better standards are needed – a single ISBN,
  please!
• Deriving an “ISBN9” was the only way to get
  anywhere, but even this was far from perfect
Usage
eBooks
• COUNTER
  – 502 titles used (36.7%)
  – 27,640 uses
     • 55.1 per title used
     • 20.2 per title
  – 866 titles not used
• User Sessions
  – 503 titles used
  – 2,585 sessions
     • 5.1 per title used
  – 874 titles not used
eBooks
• Pages Viewed
  – Average: 49.4
  – Highest: 1,933
  – Median: 11
• Pages Printed
  –   56 titles
  –   Average: 34.4 pages
  –   Highest: 289
  –   Median: 18
pBooks
• 1,435 titles used
  (66.0%)
• 4,196 checkouts (2,727
  before Dec 2008)
   – 2.9 per title used
   – 1.9 per title
• 740 titles not used
Most Used eBooks (COUNTER)
• Poor People’s Politics: Peronist Survival Networks
  and the Legacy of Evita (2001)
   –   2,174 uses (all in 2011)
   –   4 checkouts (1 before Dec 2008, 1 in 2010, 2 in 2011)
   –   101 user sessions (#5)
   –   190 pages printed (37%)
• Museum Frictions: Public Cultures/Global
  Transformations (2006)
   –   1,003 uses (824 in 2010)
   –   4 checkouts (2 before Dec 2008, 1 in 2010, 1 in 2011)
   –   15 User Sessions (#24)
   –   0 pages printed
Most Used eBooks, User Sessions
• Date Which Will Live (2003)
  – 185 User Sessions (all in 2011)
  – #20 on COUNTER list (305 uses)
  – 2 checkouts
  – 50 pages printed (16%)
• Politics of Memory in Postwar Europe (2006)
  – 158 User Sessions (155 in 2011)
  – #25 on COUNTER list (256 uses)
  – 8 checkouts
  – 74 pages printed (18%)
Most Used pBooks
• Argumentative Turn in Policy Analysis and
  Planning (1993)
  – 37 checkouts (36 before Dec 2008)
  – 9 uses of the e-version
  – 2 user sessions, 0 pages printed
• Culture, Power, Place: Explorations in Critical
  Anthropology (1997)
  – 24 checkouts (21 before Dec 2008)
  – 14 uses of the e-version (11 in Dec 2008)
  – 5 user sessions, 0 pages printed
Dual Format Use
• 325 titles used in both formats
  – 20,619 e-book uses
     • 63.5 per title used
  – 1,874 user sessions
     • 5.8 per title used
  – 1,229 p-book checkouts (743 before Dec 2008)
     • 3.8 per title used
  – 40 titles with pages printed (out of 56)
     • 36.9 pages per title used
  – 56.3 pages viewed on average
P Used, E Not

• 364 titles
   – 952 checkouts
      • 2.4 per title used
E Used, P Not
• 177 titles
• 7,021 uses
   – 39.7 per title
• 711 user sessions
• 6,556 pages viewed
   – 36.8 per title
• 16 titles with pages
  printed
   – 28.1 per title
E-Book Usage
E-Book Usage
P-Book Usage
How Closely Are P/E Usage
        Linked?
Increased Checkouts, 2008-2011
• For titles available at the start of the project
  (Dec 2008), how many more checkouts were
  there by Dec 2011?
• Was that increase linked in any way to e-
  usage?
• Was it linked in any way to type of e-usage?
Increased Checkouts 2008-2011
• 1,057 titles with increased checkouts
• 707 had no e-availability
• 192 also had e-use
  – 75.6 uses per title
  – 7.2 user sessions per title
  – 65.4 pages viewed per title
• 158 had no e-use
Observations
• Use of E doesn’t seem to lead to use of P
• Use of P doesn’t seem to lead to use of E
• If both formats are used,
  – they are both used at a higher rate than average
  – They have greater meaningful use as e-books
     • Pages viewed
     • User sessions
• These patterns even more significant for e/p
  usage when p usage increased over time
Thoughts
• If dual format usage is higher by all measures,
  does this mean that people’s preference is for
  good content, not format?
Further Questions
• Might there be differences
  – By subject?
  – By date?
• How does discovery play in?
Thank You

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Does Format Matter? Comparing the Usage of E-Books and P-Books

  • 1. Does Format Matter? Comparing the Usage of E-Books and P-Books Charleston Conference November 9, 2012 Michael Levine-Clark Christopher C. Brown
  • 3. Duke University Press • Added October 2008 • Loaded MARC records December 2008 • Purchase all e/p • 1,378 e-books – Frontlist approximately 120 per year – Backlist • 2,175 p-books • 841 in both formats
  • 4. The Data • Gathered circ data – Through December 2008 – Each subsequent December (2009-2011) – Cumulative • Compiled e-book use data – At end of each year, 2009-2011 – For each year
  • 5. Apples and Oranges • pBook checkouts – Undergrad: 3 weeks – Grad: 10 weeks – Faculty: 1 year – Potentially many uses per checkout, and some when deciding to checkout • eBook use – One time in the book is one use
  • 6. About Discovery and Data • Discovery through catalog records • Data merger issues: – Title variations – ISBN complexities – Multi-volume issues
  • 7. E and P Typically Pattern Together in Results Classic Catalog Encore (next-gen) Catalog
  • 8. Data Difficulties: Title Variations Catalog Record Vendor Record Series used with title The Sri Lanka reader : World Readers : Sri history, culture, Lanka Reader : History, politics / John Clifford Culture, Politics Holt, ed. Series used with title Julia Child's The French Spin Offs : Julia Child's chef / Dana Polan. The French Chef Word renderings Present tense : rock & Present Tense : Rock roll and culture and Roll and Culture Spaces Percussion : drumming, Percussion: Drumming, beating, striking Beating, Striking Vendors and catalogers don’t necessarily agree on title formation. This makes matching on title impossible.
  • 9. More Title Variations Catalog Record Vendor Record Gremlin characters Affective communities : Affective communities: (diacritics) anticolonial thought, fin-de-anticolonial thought, Fin-De- si├ ¿cle radicalism, and the SiFcle radicalism, and the politics of friendship politics of friendship Presence/Absence of The life and traditions of the Life and Traditions of the Red Subtitles Red man Man : A rediscovered treasure of Native American Literature Title Discrepencies A coincidence of desires : Coincidence of Desire : anthropology, queer studies, Anthropology, Queer Indonesia Studies, Indonesia Translated Titles Desencuentros de la Divergent Modernities : modernidad en América Culture and Politics in Latina. English, Divergent Nineteenth-Century Latin modernities : culture and America politics in nineteenth- century Latin America
  • 11. Data Difficulties: ISBN 10? ISBN 13?
  • 12. Data Difficulties: ISBN Irregularities Note the ISBN10 with ISBN 13, the parentheses, and the multiple ISBN numbers
  • 13. Data Solution: Create an ISBN 9 ISBN 9 eliminates the ISBN 13 – 978 prefix and the final check-digit, creating a useable match-point, in cases where the electronic and print versions agree on base ISBN.
  • 14. Data Difficulties: Too Many Sources • Usage reports include only titles that are actually used – Needed to pull in unused titles from elsewhere • Different formats
  • 15. Data Methodology using Microsoft Access • Get annual use stats of e-books from vendor • Get master list of e-titles from vendor. • Derive ISBN9 for each list for proper overlay • Overlay annual use stats onto master list of e-books • Get circ stats for print books from ILS • Derive master list of all print titles from ILS • Derive ISBN 9 for each p title. • Overlay annual circ stats onto master list of p-books • Merge circ and use data together
  • 16. Data Conclusions • Microsoft Access for overlays; Microsoft Excel for analysis • Overlay on title is nearly impossible • Better standards are needed – a single ISBN, please! • Deriving an “ISBN9” was the only way to get anywhere, but even this was far from perfect
  • 17. Usage
  • 18. eBooks • COUNTER – 502 titles used (36.7%) – 27,640 uses • 55.1 per title used • 20.2 per title – 866 titles not used • User Sessions – 503 titles used – 2,585 sessions • 5.1 per title used – 874 titles not used
  • 19. eBooks • Pages Viewed – Average: 49.4 – Highest: 1,933 – Median: 11 • Pages Printed – 56 titles – Average: 34.4 pages – Highest: 289 – Median: 18
  • 20. pBooks • 1,435 titles used (66.0%) • 4,196 checkouts (2,727 before Dec 2008) – 2.9 per title used – 1.9 per title • 740 titles not used
  • 21. Most Used eBooks (COUNTER) • Poor People’s Politics: Peronist Survival Networks and the Legacy of Evita (2001) – 2,174 uses (all in 2011) – 4 checkouts (1 before Dec 2008, 1 in 2010, 2 in 2011) – 101 user sessions (#5) – 190 pages printed (37%) • Museum Frictions: Public Cultures/Global Transformations (2006) – 1,003 uses (824 in 2010) – 4 checkouts (2 before Dec 2008, 1 in 2010, 1 in 2011) – 15 User Sessions (#24) – 0 pages printed
  • 22. Most Used eBooks, User Sessions • Date Which Will Live (2003) – 185 User Sessions (all in 2011) – #20 on COUNTER list (305 uses) – 2 checkouts – 50 pages printed (16%) • Politics of Memory in Postwar Europe (2006) – 158 User Sessions (155 in 2011) – #25 on COUNTER list (256 uses) – 8 checkouts – 74 pages printed (18%)
  • 23. Most Used pBooks • Argumentative Turn in Policy Analysis and Planning (1993) – 37 checkouts (36 before Dec 2008) – 9 uses of the e-version – 2 user sessions, 0 pages printed • Culture, Power, Place: Explorations in Critical Anthropology (1997) – 24 checkouts (21 before Dec 2008) – 14 uses of the e-version (11 in Dec 2008) – 5 user sessions, 0 pages printed
  • 24. Dual Format Use • 325 titles used in both formats – 20,619 e-book uses • 63.5 per title used – 1,874 user sessions • 5.8 per title used – 1,229 p-book checkouts (743 before Dec 2008) • 3.8 per title used – 40 titles with pages printed (out of 56) • 36.9 pages per title used – 56.3 pages viewed on average
  • 25. P Used, E Not • 364 titles – 952 checkouts • 2.4 per title used
  • 26. E Used, P Not • 177 titles • 7,021 uses – 39.7 per title • 711 user sessions • 6,556 pages viewed – 36.8 per title • 16 titles with pages printed – 28.1 per title
  • 30. How Closely Are P/E Usage Linked?
  • 31. Increased Checkouts, 2008-2011 • For titles available at the start of the project (Dec 2008), how many more checkouts were there by Dec 2011? • Was that increase linked in any way to e- usage? • Was it linked in any way to type of e-usage?
  • 32. Increased Checkouts 2008-2011 • 1,057 titles with increased checkouts • 707 had no e-availability • 192 also had e-use – 75.6 uses per title – 7.2 user sessions per title – 65.4 pages viewed per title • 158 had no e-use
  • 33. Observations • Use of E doesn’t seem to lead to use of P • Use of P doesn’t seem to lead to use of E • If both formats are used, – they are both used at a higher rate than average – They have greater meaningful use as e-books • Pages viewed • User sessions • These patterns even more significant for e/p usage when p usage increased over time
  • 34. Thoughts • If dual format usage is higher by all measures, does this mean that people’s preference is for good content, not format?
  • 35. Further Questions • Might there be differences – By subject? – By date? • How does discovery play in?