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p-Book vs. e-Book in higher education:
             LAU Libraries Case Study

                                                                     by
                                  Houeida Kammourié-Charara
                                                   InfoCommons Librarian
                                             Lebanese American University



   Lebanese Library Association Annual Conference 2012
    In coordination with IFLA - Asia and Oceania Section

                  Le Bristol Hotel, Beirut
                  April 26-28, April, 2012
Introduction

• This is the second presentation about LAU
  Libraries shift from print to online. It focuses
  on eBooks world in general and LAU’s
  experience in particular.

• The first presentation about LAU’s journals
  shift to online was offered in 2011 during
  AMICAL 8th conference held in Beirut,
  Lebanon.
                 Lebanese Library Association Annual conference 2012
                            ©Houeida Kammourié-Charara
Definition of eBook
• Electronic books have many names: e-book,
  e-book reader, e-book device, and digital
  book.

• The simplest definition is: “An e-book is an
  electronic book that can be read digitally on
  a computer screen, a special e-book reader,
  a personal digital assistant (PDA), or even a
  mobile phone” (Nelson, 2008).
               Lebanese Library Association Annual conference 2012
                          ©Houeida Kammourié-Charara
eBooks Vendors
Sue Polanka identified three main vendor types:
•   Publishers: Direct price negotiation with no intermediary. This
    process requires staff time, mainly for licensing.

•   Aggregators: An Aggregator represents several publishers,
    therefore will renegotiate with all publishers any change in
    business models, or license terms.

•   Wholesalers: These are similar to aggregators because they
    negotiate the licenses and track billing and ordering (and
    shipping for print titles). But most do not have an eBook
    interface, thus they sell access to eBooks from multiple
    aggregators.
                     Lebanese Library Association Annual conference 2012
                                ©Houeida Kammourié-Charara
Business Models
• Subscription: Provides access to a large number of eBooks for a
  set period of time; or leases the content for a designated period of
  time.
• Purchase.
• Subject Based Package: Provides access to a subject collection.
• Title by Title: Same like traditional selection.
• Patron Driven Acquisition (PDA): MARC records are loaded in the
  catalog; when a library user opens the content a charge is
  generated (pre-defined library parameters).
• Pay-per-View: Patron will pay only for the chapter, book, section
  he/she is interested in (similar to PDA).
• Firm Order: This is done through the online ordering system
  (usually via aggregators), and is mainly suitable for single title
  basis.
                       Lebanese Library Association Annual conference 2012
                                 ©Houeida Kammourié-Charara
Business Models (Cont’d)
• Number of Users: One book/one user, Multiuser, Unlimited, etc.
• Consortia Deals: eBooks can be shared across a consortium,
  however the specific needs of libraries may not be satisfied due to
  the complexity of their structures.
• Members of the Lebanese Academic Library Consortium (LALC)
  are working together on subscribing to eBooks packages, such as
  ebrary, Safari, etc. However purchasing eBooks and sharing them
  among LALC members is not yet foreseeable.

N.B. The price of an eBook is generally the print book list price plus
 a percentage, and publishers -usually after selling all the print-
 may give aggregators the eBook as a way of generating more
 revenues.
                       Lebanese Library Association Annual conference 2012
                                 ©Houeida Kammourié-Charara
Ownership & Archives
• Perpetual Access is when the library owns the title in perpetuity.
  This is very similar to the traditional print model.
            – Barrier: Platform maintenance fee
  Maintenance fees may be waived if a negotiated purchase amount
  is spent with the vendor annually.

• Ownership is a critical issue with eBooks. LAU Libraries spend the
  majority of its eBooks budget on purchases NOT subscriptions.

• A vendor may also send content files directly to libraries for
  archival purposes; at the same time provides access through its
  interface (GALE Literature Criticism Online (LCO) titles at LAU).
    – Barrier: Archival copies format are unreadable most of the time.


                         Lebanese Library Association Annual conference 2012
                                   ©Houeida Kammourié-Charara
Approval Plans (AP) vs.
  Patron Driven Acquisition (PDA)
• In an approval plan, librarians identify the parameters for new
  titles (subject area, publisher, price, etc.), and the vendors send
  fitting titles to the library which review them for approval or
  rejection.
• This process reduces the cost of title acquisition.
• “Approval plans have been used by libraries for decades, and the
  profiles developed for them can be an essential component of
  the current PDA offerings” (Esposito, 2012).
• The literature shows that over a period of perhaps 5 years, most
  institutions, will have some money budgeted to PDA.

 Both AP and PDA are not practiced at LAU Libraries; One or two libraries
                 are implementing them in Lebanon.
                        Lebanese Library Association Annual conference 2012
                                  ©Houeida Kammourié-Charara
Access models
Checkout                                                    Unlimited
 model                                                       access
  One user can lend one title at a
  time, unless library has several
                                                                   Allowing several users to
  copies to satisfy demand                                         use the same title at a
                                                                   time. Commonly used with
  Not yet used by LAU                                              package or PDA model
  Because eBook vendor platforms are                               Preferred model at LAU
  more expensive than traditional LAU
  practices

 While print book borrowing at libraries remains healthy, eBook lending still has a
 way to go according to statistics in the 2010 survey of Book Buying Behavior by
 Digital Book World.

                            Lebanese Library Association Annual conference 2012
                                       ©Houeida Kammourié-Charara
eBooks Formats & Types
                                      •E-reference
                                      •E-textbooks             PDF
                                      •E-literature
                                     •E-monographs-
                                        in-series
                                                           Need
                                                       downloading
                                                        additional
                                                         software,
                                                       drivers, plug-
                                                            ins
                                                       Access on
                                                      campus/off
                                                        campus
                             HTML                 IP or via username
                                                     and password

      Lebanese Library Association Annual conference
           2012 ©Houeida Kammourié-Charara
Digital Rights Management
               (DRM)
DRM is like a lock and key for digital content. The media is locked,
and you have to have the key to unlock it. Imagine you purchased a
DVD that works in your home player; then your player breaks, you
buy another one, and your DVD will not play in it.

“It prevents legitimate customers from doing what they want with
their content while doing absolutely nothing to the people who
acquired the same content illegally” (Griffey, 2010).

The most compelling reasons to bypass Digital Rights
Management is by purchasing eBooks hosted on the publisher’s
site.

                     Lebanese Library Association Annual conference 2012
                               ©Houeida Kammourié-Charara
eReaders platforms
 Nesbitt said “ If you can afford an eReader you can get eBooks. If not, you're out of
                     luck“ (Kelley, M., Fialkoff, F., & Miller, R. 2011).
• 2005: Sony was first to introduce e-reader in the market, and to use the E Ink
  technology. Sony was also the first to have partnership with OverDrive (library e-
  book vendor) to load content from libraries for lending eBooks.

• 2007: Amazon launched the Kindle, now the most popular e-book reader in the
  United States. Kindle is not fully operational in the Middle East; LAU Libraries as
  an American institution are doing the setup in the States and are using American
  credit cards in order to purchase eBooks. Kindle is linked to Amazon account by
  default @kindle.com.

• October 2009: Barnes and Noble launched its e-reader the Nook in support of its
  own e-book store. Lately Barnes and Noble made a deal with Google Books too.

• September 2011: Amazon Kindle Fire Launching (UK release update Feb. 14,
  2012); OverDrive and Amazon launch Kindle® compatibility with Library eBooks
  for Public and school libraries.
                            Lebanese Library Association Annual conference 2012
                                      ©Houeida Kammourié-Charara
eReaders/Tablets at LAU Libraries
           Name                  Location                       Date received            # of Loans    Remarks


Kindle 2.0.2                Riyad Nassar Library                  19-Feb-10                 17

Kindle DX Wireless (9.7")      Byblos Library                      7-Apr-10                  0         No copies

Sony reader                 Riyad Nassar Library                  13-Jan-11                  3            Gift

iPad                        Riyad Nassar Library                  17-Jan-11                 529

iPad                        Riyad Nassar Library                  17-Jan-11                543

iPad                           Byblos Library                     21-Jan-11                 72

iPad 2                      Riyad Nassar Library                  25-Oct-11                 175

iPad 2                      Riyad Nassar Library                  25-Oct-11                 13

iPad 2                         Byblos Library                     24-Jan-12                 71
                                                                                                       Not yet in
Kindle 6.2.1 (kindlefire)   Riyad Nassar Library                  30-Jan-12                  1         Circulation



                                   Lebanese Library Association Annual conference 2012
                                                                                                  13
                                             ©Houeida Kammourié-Charara
eBooks and eReaders Standards
• Standards for the creation of electronic publications are still in
  development. According to Polanka EPUB is the most commonly
  adopted standard these days; she also listed the following
  standards: XML, DRM, METADATA, SERU, ISBN, DOI and ISTC.

• eBook readers has standardized around a type of display
  designed and built by the E Ink Corporation, a private firm based
  on technology developed at the MIT Media Lab in the early to
  mid-2000s. Today in addition to E Ink another technology is
  widely used for eReaders screens: LCD.

  LAU Libraries are the only libraries (as far as we know) currently circulating
  eBooks readers/Tablets among students in academic libraries in Lebanon.

                           Lebanese Library Association Annual conference 2012
                                     ©Houeida Kammourié-Charara
                                                                                 14
Moving to e-colletion@LAU
• Almost complete for eJournals, still have Art and Popular
  magazines in print.

• Ongoing process for selected Reference works, mainly Standing
  Orders.

• Switch to eBooks packages is currently happening.

• Consolidation of eBook/eJournal purchasing is attractive for LAU
  Libraries by eliminating time and effort used for licensing; e.g.,
  SpringerLink, Elsevier agreements, etc.


                      Lebanese Library Association Annual conference 2012
                                ©Houeida Kammourié-Charara
                                                                            15
eBooks Workflow @LAU
• Title Selection:
   – Titles to be shifted/purchased are selected by Concerned Librarians
     with the approval of the Library Directors.
• Content evaluation (excerpt/portion/one or two chapters preview)
  through:
   – Trial via IP (preferably) sent to all@lau, or via username and
     password.
• Licensing: Before ordering, the library negotiates the license
  agreement and makes sure Perpetual Access/Archival Rights
  clause is to the benefit of the library; and the cost of online
  format is justifiable.
• Ordering: Once ordered, and upon activation, an email to all@lau
  is sent to promote the newly added resource.
                        Lebanese Library Association Annual conference 2012
                                  ©Houeida Kammourié-Charara
eBooks Figures @LAU
Conversion of print book (p-book) to e-book started in 2000 with
Encyclopaedia Britannica …ongoing process Encyclopaedia of Islam in
2011…
        2011-2012                                   2010-2011
   # of eBooks: *137,208                            # of eBooks: *121,553

• Ebrary and SAFARI are entered as one entry in OPAC; however Springer
  is added at the title level.

• March 2012: 27,805 Springer titles are in OPAC with clean Library of
   Congress Subject Headings.
                                  Total spending in 2010-2011
                             eBooks $90,216 vs. Print Books $741,553
  *Data collected from Serials Solutions

                                     Lebanese Library Association Annual conference 2012
                                               ©Houeida Kammourié-Charara
                                                                                           17
LAU Libraries e-Books Collections

    E-                                                                               Reference
                                                        Perpetual                    containing
Reference           Subscription
                                                         Access                       eBooks

 Columbia                                                                                         Credo
 Gazetteer of the              Access                                                             Reference
 World                                                               Encyclopedia
                               Medicine                              of Journalism
                                                                                                  Oxford
 Encyclopaedia                                                                                    Islamic
                                                                     Encyclopedia                 Studies
 of Islam                      Access                                of                           Online
                               Science                               Quantitative
 Encyclopaedia                                                       Finance                      Oxford
 Britannica                                                                                       Reference
                                                                                                  Online
                               ebrary                                Literature
 Encyclopedia of                                                     Criticism                    Testing &
 Food Sciences                                                       Online                       Education
 and Nutrition                                                                                    Reference
                               Safari Books                                                       Center
                               Online                                Springer
 Europa World                                                        eBooks
 of Learning,




                            Lebanese Library Association Annual conference 2012
                                      ©Houeida Kammourié-Charara
SAMPLE of p-b switched to e-b
            Literature Criticism Online - Gale
Month/Yea      # of     Month/Yea      # of
    r        searches       r         search          In 2010 the Libraries decided to switch Gale
                                        es            Standing Orders to online. Collections
Aug. 2010      95       Aug. 2011       27            housed in the Reference Departments in
                                                      both RNL & Byblos Libraries.
Sept. 2010     140      Sept. 2011     140
                                                                                   20th century
                                                                                     Literary
Oct. 2010      38       Oct. 2011      107                                           criticism

Nov. 2010      310      Nov. 2011      131
                                                        Shakespearean                                        Short story
Dec. 2010      761      Dec. 2011       67                 criticism                                          criticism


Jan. 2011      368      Jan. 2012      319
Feb. 2011      15       Feb. 2012       28
Mar. 2011      146      Mar. 2012       90
                                                     Literature
Apr. 2011      155                                 criticism from                                                Drama criticism
                                                   1400 to 1800
May 2011       201
Jun. 2011      60
July 2011      201                                                  19th century                  Contemporary
                                                                      Literary                       Literary
                                                                      criticism                     criticism
TOTAL Aug. 10 to Mar.         3399 Library Association Annual conference 2012
                              Lebanese
                                                                                                    19
       2012                             ©Houeida Kammourié-Charara
Marketing & Discovering eBooks
eBooks need to be discoverable, and the
first choice for libraries is via their catalogs.                                   OPAC Library catalog

                                                                            Library flyers, posters, marketing
Safari supplies MARC records for                                                     campaigns - LOH
subscribed titles, each including an 856                                                  Webinars
field linking to the full text.
                                                                            Instruction & Information literacy
LAU is considering the addition of both                                    Discovery and open URL linking to
ebrary and SAFARI titles into library                                          promote eBooks indirectly
catalog.                                                                   Links embedded in course management


Currently only e-references and Springer                                        General internet search engine
purchased eBooks are discoverable via the
                                                                                        Library website
OPAC.

     “ "digital powerwall" a large touch screen for patrons to browse the ebook collection
     with ease and elegance.” (Kelley, M., Fialkoff, F., & Miller, R. 2011).
                                  Lebanese Library Association Annual conference 2012
                                            ©Houeida Kammourié-Charara
eBooks in Lebanon & US
Lebanese Market:
Several private academic libraries started the purchase of eBooks;
however we do not have accurate statistics.
US Market:
In 1999 eBooks became available in academic libraries; a decade after
they are widely used in U.S. libraries:
    – 95% of Academic libraries are offering eBooks;
    – 93% increase rate of eBook collections.
    – 19.1% of libraries budgets will go to eBooks in five years.

•   It is worth noting that lack of financial means is a major factor in influencing
    libraries not to invest in eBooks, in addition the shortage of trained staff to
    support eBooks.
•   Another factor is strategic precaution: Librarians may want to see how others
    are dealing with eBooks, eBooks readers, platforms etc. before going live.

                             Lebanese Library Association Annual conference 2012
                                       ©Houeida Kammourié-Charara
                                                                                   21
eBooks spending in US Market
                     by Millions of Dollars
                    500

                    450
                                                                                                                 441.3

                    400

                    350

                    300

                    250

                    200
                                                                                                      169.5
                    150

                    100

                                                                                            61.3
                     50
                                                                       25.2      31.7
                                                   9.3       16
                      0        2.1      6
                           2002      2003     2004       2005      2006       2007      2008       2009       2010




From Association of American Publishers (AAP) Annual Report.
eBooks sales top paperbacks for first time in 2011 after Christmas holidays.

                                            Lebanese Library Association Annual conference 2012
                                                       ©Houeida Kammourié-Charara
                                                                                                               22
To discover:
Open Access eBooks and Mobile Learning
• Open Access eBooks is a topic that needs to be discussed later
  on. However it is worth listing: Project Gutenberg
  www.gutenberg.org; Free Copyrighted Content; Creative
  Commons http://creativecommons.org and Google Books with all
  its controversy.

• As for Mobile Learning we found it useful to mention the
  experience of Seton Hill University who provided iPads to all full-
  time students in 2010. The program, called the Griffin Technology
  Advantage, had several objectives mainly the creation of a
  teaching and learning environment that would go beyond the
  confines of the traditional classroom in time and space.
                      Lebanese Library Association Annual conference 2012
                                ©Houeida Kammourié-Charara
SAMPLE of Free eBooks Website




            Lebanese Library Association Annual conference 2012
                       ©Houeida Kammourié-Charara
Advantages of eBooks
•   Searchability: Search within and across eBook content.
•   Timeliness: Fast access to relevant content via keywords searching.
•   Practicality: eBooks can be used anytime and everywhere.
•   Accessibility: eBooks provide an easy way of accessing work at patrons
    convenience and leisure.
•   Portability: A large number of eBooks can be carried in a portable
    device.
•   Download-ability: Download chapters or sections to a device for later
    use.
•   Interactivity: Annotating, bookmarking and highlighting.
•   Simplicity: Ease of use of dedicated eBook readers (Kindle, Nook, etc.)
    and Mobile devices, iPhone, iPad, etc.


                         Lebanese Library Association Annual conference 2012
                                   ©Houeida Kammourié-Charara
Barriers to eBook adoption
• Cultural resistance is one of the most challenging barriers to eBooks.
• Switching to eBooks is uncomfortable for anything more than reference
  purposes mainly for “Digital immigrants”.
• Piracy of eBook content creates concerns on campuses already weary of
  suits and subpoenas from the Recording Industry Protection of IP.
• Ownership of eBook content; constraint of DRM software.
• Acquisition/Cataloging processes and decisions are time consuming,
• Negotiating licenses for each different platform and/or individual books.
• Printing/Downloading restrictions are hard to identify; cut-and-paste
  often disabled.
• Inability to lend a book to a friend, e.g., with LendMe you can’t access it
  during the loan period.


                         Lebanese Library Association Annual conference 2012
                                   ©Houeida Kammourié-Charara
Challenges

• Vendor’s version    •Addressing eBook                             •Printing/Downloading
  of DRM is a major    requires involvement                          capabilities are not
  barrier to eBooks    of IT units, librarians,
                       college stores,                               unified among
  implementation.                                                    publishers.
                       faculty, and students.
• Librarians should
  investigate the     •Any resentment from
                       any stakeholder, may                         • This should be
  license agreement
  carefully.           slow down the                                 investigated and
                       process.                                      negotiated during
                                                                     licensing process.



DRM                   Cooperation                                    Printing

                      Lebanese Library Association Annual conference 2012
                                 ©Houeida Kammourié-Charara
                                                                                27
Before going with eBooks
• As “one of the biggest attitudinal challenges of book implementation
  comes from the library staff and not from patrons” it is useful to have a
  frank discussion about the evolving role of library from just-in-case to just-
  in-time.

• Make sure staff will understand that acquiring eBooks does not mean not
  acquiring print. Share statistics regarding circulation, cost, publishers etc.

• The introduction of eBooks and e-Readers in academic libraries was faster
  than the capability of librarians to change. We are trying to adapt to
  change, changing our current practices becomes mandatory, it is not a
  choice anymore.

• Several questions need to be addressed: What is the role of the Reference
  Librarians, Acquisitions Librarians, Electronic Resources Librarians? Who
  is responsible for eBooks acquisition? Licensing? When there will be
  stable standards and rules?
                          Lebanese Library Association Annual conference 2012
                                    ©Houeida Kammourié-Charara
Conclusion
We need to satisfy the needs of today’s college students who are “digital natives” while
   the rest of us are “digital immigrants.” (Kelley, M., Fialkoff, F., & Miller, R. 2011).
• New products, technologies, opportunities, and business models
  will continue to emerge. Therefore we need to look at the
  invasion of eBooks in our libraries as opportunities, not
  obstacles.

• We cannot just follow the trends, we need to be part of the
  change.

• It is too early to go entirely online. I cannot see LAU Libraries and
  the majority of academic libraries in Lebanon, “print free”,
  instead they will continue to operate in a hybrid print/electronic
  environment for the years to come.
                             Lebanese Library Association Annual conference 2012
                                       ©Houeida Kammourié-Charara
Useful Websites
Project Gutenberg - free ebooks
www.gutenberg.org/
Google Books
http://books.google.com/
20 Best Websites To Download Free Ebooks
http://www.hongkiat.com/blog/20-best-websites-to-download-free-e-
books/
2012 Best eBook Reader Comparisons and Reviews
http://ebook-reader-review.toptenreviews.com/
Creative Commons
http://creativecommons.org
Library Anywhere
www.librarything.com/forlibraries
                       Lebanese Library Association Annual conference 2012
                                 ©Houeida Kammourié-Charara
References
• Major reference: Polanka, S., (Ed.). (c2011). No shelf required: E-books in libraries. Chicago: American
  Library Association.

Carreiro, E. (2010). Electronic books: How digital devices and supplementary new technologies are changing the face of the publishing
        industry. Publishing Research Quarterly, 26(4), 219-235. Retrieved March 1, 2012, from
        http://www.springerlink.com/content/815l71g801370q2u/

Cox, J. (2004, October). E-Books: Challenges and Opportunities. D-Lib Magazine 10(10). Retrieved March 1, 2012, from
         http://www.dlib.org/dlib/october04/cox/10cox.html
Darwin, Charles. The Origin of Species. Harmondsworth: Penguin Books, 1968. P. 130-172.

Esposito, J. (2012). The Faculty’s Role in Patron-driven Acquisitions, The Scholarly Kitchen. Retrieved February 28, 2012, from
       http://scholarlykitchen.sspnet.org/2012/02/08/the-facultys-role-in-patron-driven-acquisitions/

Gawelek, M.A., Spataro, M., &Komarny, P. ( 2011, March/April). Mobile Perspectives: On iPads
      Why Mobile?. Educause Review, 46(2). Retrieved February 10, 2012, from
      http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume46/iMobilePerspectivesOniPadsibrW/22616
      3

Griffey, J. (2010). Electronic book readers. Library Technology Reports, 46(3), 7-19, 2. Retrieved February 10, 2012, from
         http://search.proquest.com/docview/202709359?accountid=27870
Johnson, L., Smith, R., Willis, H., Levine, A., & Haywood, K., (2011). The 2011 Horizon Report. Austin, Texas: The New Media Consortium.

Kelley, M., Fialkoff, F., & Miller, R. (2011). The ebook opportunity. Library Journal, 136(19), 36-n/a. Retrieved February 20, 2012, from
        http://search.proquest.com/docview/902852500?accountid=27870
                                              Lebanese Library Association Annual conference 2012
                                                        ©Houeida Kammourié-Charara
References (Cont’d)
Li, C., Poe, F., Potter, M., Quigley, B., & Wilson, J. (2011, May). UC Libraries Academic e-Book Usage Survey. Retrieved March 2, 2012,
           from http://www.cdlib.org/services/uxdesign/docs/2011/academic_ebook_usage_survey.pdf

Miller, R. (2011). Dramatic growth. Library Journal, 136(17), 32-32. Retrieved February 11, 2012, from
           http://search.proquest.com/docview/896338418?accountid=27870


Nelson, M. R. (2008). E-books in higher education: Nearing the end of the era of hype? Educause Review, 43(2). Retrieved March 1,
         2012, from
         http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume43/EBooksinHigherEducationNearing/1
         62677.


OverDrive and Amazon launch Kindle® compatibility with Library eBooks. (2011, September 21). Retrieved March 3, 2011, from
        http://www.overdrive.com/News/getarticle.aspx?newsArticleID=20110921


Price, J. S. (2011). Patron driven acquisition of publisher-hosted content: Bypassing DRM. Retrieved March 1, 2012, from
            http://scholarship.claremont.edu/cgi/viewcontent.cgi?article=1001&context=library_staff.


Polanka, S. (2011). Purchasing E-books in libraries: A maze of opportunities and challenges. Library Technology Reports, 47(8), 4-7, 58.
         Retrieved February 17, 2012, from http://search.proquest.com/docview/908429942?accountid=27870.

Rapp, D. (2011),. Digital Book World Panels Tackle Libraries. Library Journal, 136(4),16. Retrieved March 1, 2012, from
          http://www.libraryjournal.com/lj/ljinprint/currentissue/889052-403/infotech_digital_book_world_panels.html.csp
2009 Estimates (U.S.): Total Book Sales Down 1.8%; eBook Sales Up 176.6% to Overtake Audiobooks. (2010, April 7). Retrieved March
         3, 2011, from http://web.resourceshelf.com/go/resourceblog/58352

                                              Lebanese Library Association Annual conference 2012
                                                        ©Houeida Kammourié-Charara
Thank You
 A copy of this presentation will be available online
                    on slideshare

           http://www.slideshare.net/houeidakam/

               Please feel free to contact me @
                 houeida.charara@lau.edu.lb


“ It is not the strongest of the species that survive, nor the
most intelligent, but the ones most responsive to change.”
                                    Charles Darwin
                    Lebanese Library Association Annual conference 2012
                              ©Houeida Kammourié-Charara

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p-book vs.e-book in higher education: LAU Libraries Case Study

  • 1. p-Book vs. e-Book in higher education: LAU Libraries Case Study by Houeida Kammourié-Charara InfoCommons Librarian Lebanese American University Lebanese Library Association Annual Conference 2012 In coordination with IFLA - Asia and Oceania Section Le Bristol Hotel, Beirut April 26-28, April, 2012
  • 2. Introduction • This is the second presentation about LAU Libraries shift from print to online. It focuses on eBooks world in general and LAU’s experience in particular. • The first presentation about LAU’s journals shift to online was offered in 2011 during AMICAL 8th conference held in Beirut, Lebanon. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 3. Definition of eBook • Electronic books have many names: e-book, e-book reader, e-book device, and digital book. • The simplest definition is: “An e-book is an electronic book that can be read digitally on a computer screen, a special e-book reader, a personal digital assistant (PDA), or even a mobile phone” (Nelson, 2008). Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 4. eBooks Vendors Sue Polanka identified three main vendor types: • Publishers: Direct price negotiation with no intermediary. This process requires staff time, mainly for licensing. • Aggregators: An Aggregator represents several publishers, therefore will renegotiate with all publishers any change in business models, or license terms. • Wholesalers: These are similar to aggregators because they negotiate the licenses and track billing and ordering (and shipping for print titles). But most do not have an eBook interface, thus they sell access to eBooks from multiple aggregators. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 5. Business Models • Subscription: Provides access to a large number of eBooks for a set period of time; or leases the content for a designated period of time. • Purchase. • Subject Based Package: Provides access to a subject collection. • Title by Title: Same like traditional selection. • Patron Driven Acquisition (PDA): MARC records are loaded in the catalog; when a library user opens the content a charge is generated (pre-defined library parameters). • Pay-per-View: Patron will pay only for the chapter, book, section he/she is interested in (similar to PDA). • Firm Order: This is done through the online ordering system (usually via aggregators), and is mainly suitable for single title basis. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 6. Business Models (Cont’d) • Number of Users: One book/one user, Multiuser, Unlimited, etc. • Consortia Deals: eBooks can be shared across a consortium, however the specific needs of libraries may not be satisfied due to the complexity of their structures. • Members of the Lebanese Academic Library Consortium (LALC) are working together on subscribing to eBooks packages, such as ebrary, Safari, etc. However purchasing eBooks and sharing them among LALC members is not yet foreseeable. N.B. The price of an eBook is generally the print book list price plus a percentage, and publishers -usually after selling all the print- may give aggregators the eBook as a way of generating more revenues. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 7. Ownership & Archives • Perpetual Access is when the library owns the title in perpetuity. This is very similar to the traditional print model. – Barrier: Platform maintenance fee Maintenance fees may be waived if a negotiated purchase amount is spent with the vendor annually. • Ownership is a critical issue with eBooks. LAU Libraries spend the majority of its eBooks budget on purchases NOT subscriptions. • A vendor may also send content files directly to libraries for archival purposes; at the same time provides access through its interface (GALE Literature Criticism Online (LCO) titles at LAU). – Barrier: Archival copies format are unreadable most of the time. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 8. Approval Plans (AP) vs. Patron Driven Acquisition (PDA) • In an approval plan, librarians identify the parameters for new titles (subject area, publisher, price, etc.), and the vendors send fitting titles to the library which review them for approval or rejection. • This process reduces the cost of title acquisition. • “Approval plans have been used by libraries for decades, and the profiles developed for them can be an essential component of the current PDA offerings” (Esposito, 2012). • The literature shows that over a period of perhaps 5 years, most institutions, will have some money budgeted to PDA. Both AP and PDA are not practiced at LAU Libraries; One or two libraries are implementing them in Lebanon. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 9. Access models Checkout Unlimited model access One user can lend one title at a time, unless library has several Allowing several users to copies to satisfy demand use the same title at a time. Commonly used with Not yet used by LAU package or PDA model Because eBook vendor platforms are Preferred model at LAU more expensive than traditional LAU practices While print book borrowing at libraries remains healthy, eBook lending still has a way to go according to statistics in the 2010 survey of Book Buying Behavior by Digital Book World. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 10. eBooks Formats & Types •E-reference •E-textbooks PDF •E-literature •E-monographs- in-series Need downloading additional software, drivers, plug- ins Access on campus/off campus HTML IP or via username and password Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 11. Digital Rights Management (DRM) DRM is like a lock and key for digital content. The media is locked, and you have to have the key to unlock it. Imagine you purchased a DVD that works in your home player; then your player breaks, you buy another one, and your DVD will not play in it. “It prevents legitimate customers from doing what they want with their content while doing absolutely nothing to the people who acquired the same content illegally” (Griffey, 2010). The most compelling reasons to bypass Digital Rights Management is by purchasing eBooks hosted on the publisher’s site. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 12. eReaders platforms Nesbitt said “ If you can afford an eReader you can get eBooks. If not, you're out of luck“ (Kelley, M., Fialkoff, F., & Miller, R. 2011). • 2005: Sony was first to introduce e-reader in the market, and to use the E Ink technology. Sony was also the first to have partnership with OverDrive (library e- book vendor) to load content from libraries for lending eBooks. • 2007: Amazon launched the Kindle, now the most popular e-book reader in the United States. Kindle is not fully operational in the Middle East; LAU Libraries as an American institution are doing the setup in the States and are using American credit cards in order to purchase eBooks. Kindle is linked to Amazon account by default @kindle.com. • October 2009: Barnes and Noble launched its e-reader the Nook in support of its own e-book store. Lately Barnes and Noble made a deal with Google Books too. • September 2011: Amazon Kindle Fire Launching (UK release update Feb. 14, 2012); OverDrive and Amazon launch Kindle® compatibility with Library eBooks for Public and school libraries. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 13. eReaders/Tablets at LAU Libraries Name Location Date received # of Loans Remarks Kindle 2.0.2 Riyad Nassar Library 19-Feb-10 17 Kindle DX Wireless (9.7") Byblos Library 7-Apr-10 0 No copies Sony reader Riyad Nassar Library 13-Jan-11 3 Gift iPad Riyad Nassar Library 17-Jan-11 529 iPad Riyad Nassar Library 17-Jan-11 543 iPad Byblos Library 21-Jan-11 72 iPad 2 Riyad Nassar Library 25-Oct-11 175 iPad 2 Riyad Nassar Library 25-Oct-11 13 iPad 2 Byblos Library 24-Jan-12 71 Not yet in Kindle 6.2.1 (kindlefire) Riyad Nassar Library 30-Jan-12 1 Circulation Lebanese Library Association Annual conference 2012 13 ©Houeida Kammourié-Charara
  • 14. eBooks and eReaders Standards • Standards for the creation of electronic publications are still in development. According to Polanka EPUB is the most commonly adopted standard these days; she also listed the following standards: XML, DRM, METADATA, SERU, ISBN, DOI and ISTC. • eBook readers has standardized around a type of display designed and built by the E Ink Corporation, a private firm based on technology developed at the MIT Media Lab in the early to mid-2000s. Today in addition to E Ink another technology is widely used for eReaders screens: LCD. LAU Libraries are the only libraries (as far as we know) currently circulating eBooks readers/Tablets among students in academic libraries in Lebanon. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 14
  • 15. Moving to e-colletion@LAU • Almost complete for eJournals, still have Art and Popular magazines in print. • Ongoing process for selected Reference works, mainly Standing Orders. • Switch to eBooks packages is currently happening. • Consolidation of eBook/eJournal purchasing is attractive for LAU Libraries by eliminating time and effort used for licensing; e.g., SpringerLink, Elsevier agreements, etc. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 15
  • 16. eBooks Workflow @LAU • Title Selection: – Titles to be shifted/purchased are selected by Concerned Librarians with the approval of the Library Directors. • Content evaluation (excerpt/portion/one or two chapters preview) through: – Trial via IP (preferably) sent to all@lau, or via username and password. • Licensing: Before ordering, the library negotiates the license agreement and makes sure Perpetual Access/Archival Rights clause is to the benefit of the library; and the cost of online format is justifiable. • Ordering: Once ordered, and upon activation, an email to all@lau is sent to promote the newly added resource. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 17. eBooks Figures @LAU Conversion of print book (p-book) to e-book started in 2000 with Encyclopaedia Britannica …ongoing process Encyclopaedia of Islam in 2011… 2011-2012 2010-2011 # of eBooks: *137,208 # of eBooks: *121,553 • Ebrary and SAFARI are entered as one entry in OPAC; however Springer is added at the title level. • March 2012: 27,805 Springer titles are in OPAC with clean Library of Congress Subject Headings. Total spending in 2010-2011 eBooks $90,216 vs. Print Books $741,553 *Data collected from Serials Solutions Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 17
  • 18. LAU Libraries e-Books Collections E- Reference Perpetual containing Reference Subscription Access eBooks Columbia Credo Gazetteer of the Access Reference World Encyclopedia Medicine of Journalism Oxford Encyclopaedia Islamic Encyclopedia Studies of Islam Access of Online Science Quantitative Encyclopaedia Finance Oxford Britannica Reference Online ebrary Literature Encyclopedia of Criticism Testing & Food Sciences Online Education and Nutrition Reference Safari Books Center Online Springer Europa World eBooks of Learning, Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 19. SAMPLE of p-b switched to e-b Literature Criticism Online - Gale Month/Yea # of Month/Yea # of r searches r search In 2010 the Libraries decided to switch Gale es Standing Orders to online. Collections Aug. 2010 95 Aug. 2011 27 housed in the Reference Departments in both RNL & Byblos Libraries. Sept. 2010 140 Sept. 2011 140 20th century Literary Oct. 2010 38 Oct. 2011 107 criticism Nov. 2010 310 Nov. 2011 131 Shakespearean Short story Dec. 2010 761 Dec. 2011 67 criticism criticism Jan. 2011 368 Jan. 2012 319 Feb. 2011 15 Feb. 2012 28 Mar. 2011 146 Mar. 2012 90 Literature Apr. 2011 155 criticism from Drama criticism 1400 to 1800 May 2011 201 Jun. 2011 60 July 2011 201 19th century Contemporary Literary Literary criticism criticism TOTAL Aug. 10 to Mar. 3399 Library Association Annual conference 2012 Lebanese 19 2012 ©Houeida Kammourié-Charara
  • 20. Marketing & Discovering eBooks eBooks need to be discoverable, and the first choice for libraries is via their catalogs. OPAC Library catalog Library flyers, posters, marketing Safari supplies MARC records for campaigns - LOH subscribed titles, each including an 856 Webinars field linking to the full text. Instruction & Information literacy LAU is considering the addition of both Discovery and open URL linking to ebrary and SAFARI titles into library promote eBooks indirectly catalog. Links embedded in course management Currently only e-references and Springer General internet search engine purchased eBooks are discoverable via the Library website OPAC. “ "digital powerwall" a large touch screen for patrons to browse the ebook collection with ease and elegance.” (Kelley, M., Fialkoff, F., & Miller, R. 2011). Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 21. eBooks in Lebanon & US Lebanese Market: Several private academic libraries started the purchase of eBooks; however we do not have accurate statistics. US Market: In 1999 eBooks became available in academic libraries; a decade after they are widely used in U.S. libraries: – 95% of Academic libraries are offering eBooks; – 93% increase rate of eBook collections. – 19.1% of libraries budgets will go to eBooks in five years. • It is worth noting that lack of financial means is a major factor in influencing libraries not to invest in eBooks, in addition the shortage of trained staff to support eBooks. • Another factor is strategic precaution: Librarians may want to see how others are dealing with eBooks, eBooks readers, platforms etc. before going live. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 21
  • 22. eBooks spending in US Market by Millions of Dollars 500 450 441.3 400 350 300 250 200 169.5 150 100 61.3 50 25.2 31.7 9.3 16 0 2.1 6 2002 2003 2004 2005 2006 2007 2008 2009 2010 From Association of American Publishers (AAP) Annual Report. eBooks sales top paperbacks for first time in 2011 after Christmas holidays. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 22
  • 23. To discover: Open Access eBooks and Mobile Learning • Open Access eBooks is a topic that needs to be discussed later on. However it is worth listing: Project Gutenberg www.gutenberg.org; Free Copyrighted Content; Creative Commons http://creativecommons.org and Google Books with all its controversy. • As for Mobile Learning we found it useful to mention the experience of Seton Hill University who provided iPads to all full- time students in 2010. The program, called the Griffin Technology Advantage, had several objectives mainly the creation of a teaching and learning environment that would go beyond the confines of the traditional classroom in time and space. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 24. SAMPLE of Free eBooks Website Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 25. Advantages of eBooks • Searchability: Search within and across eBook content. • Timeliness: Fast access to relevant content via keywords searching. • Practicality: eBooks can be used anytime and everywhere. • Accessibility: eBooks provide an easy way of accessing work at patrons convenience and leisure. • Portability: A large number of eBooks can be carried in a portable device. • Download-ability: Download chapters or sections to a device for later use. • Interactivity: Annotating, bookmarking and highlighting. • Simplicity: Ease of use of dedicated eBook readers (Kindle, Nook, etc.) and Mobile devices, iPhone, iPad, etc. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 26. Barriers to eBook adoption • Cultural resistance is one of the most challenging barriers to eBooks. • Switching to eBooks is uncomfortable for anything more than reference purposes mainly for “Digital immigrants”. • Piracy of eBook content creates concerns on campuses already weary of suits and subpoenas from the Recording Industry Protection of IP. • Ownership of eBook content; constraint of DRM software. • Acquisition/Cataloging processes and decisions are time consuming, • Negotiating licenses for each different platform and/or individual books. • Printing/Downloading restrictions are hard to identify; cut-and-paste often disabled. • Inability to lend a book to a friend, e.g., with LendMe you can’t access it during the loan period. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 27. Challenges • Vendor’s version •Addressing eBook •Printing/Downloading of DRM is a major requires involvement capabilities are not barrier to eBooks of IT units, librarians, college stores, unified among implementation. publishers. faculty, and students. • Librarians should investigate the •Any resentment from any stakeholder, may • This should be license agreement carefully. slow down the investigated and process. negotiated during licensing process. DRM Cooperation Printing Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara 27
  • 28. Before going with eBooks • As “one of the biggest attitudinal challenges of book implementation comes from the library staff and not from patrons” it is useful to have a frank discussion about the evolving role of library from just-in-case to just- in-time. • Make sure staff will understand that acquiring eBooks does not mean not acquiring print. Share statistics regarding circulation, cost, publishers etc. • The introduction of eBooks and e-Readers in academic libraries was faster than the capability of librarians to change. We are trying to adapt to change, changing our current practices becomes mandatory, it is not a choice anymore. • Several questions need to be addressed: What is the role of the Reference Librarians, Acquisitions Librarians, Electronic Resources Librarians? Who is responsible for eBooks acquisition? Licensing? When there will be stable standards and rules? Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 29. Conclusion We need to satisfy the needs of today’s college students who are “digital natives” while the rest of us are “digital immigrants.” (Kelley, M., Fialkoff, F., & Miller, R. 2011). • New products, technologies, opportunities, and business models will continue to emerge. Therefore we need to look at the invasion of eBooks in our libraries as opportunities, not obstacles. • We cannot just follow the trends, we need to be part of the change. • It is too early to go entirely online. I cannot see LAU Libraries and the majority of academic libraries in Lebanon, “print free”, instead they will continue to operate in a hybrid print/electronic environment for the years to come. Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 30. Useful Websites Project Gutenberg - free ebooks www.gutenberg.org/ Google Books http://books.google.com/ 20 Best Websites To Download Free Ebooks http://www.hongkiat.com/blog/20-best-websites-to-download-free-e- books/ 2012 Best eBook Reader Comparisons and Reviews http://ebook-reader-review.toptenreviews.com/ Creative Commons http://creativecommons.org Library Anywhere www.librarything.com/forlibraries Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 31. References • Major reference: Polanka, S., (Ed.). (c2011). No shelf required: E-books in libraries. Chicago: American Library Association. Carreiro, E. (2010). Electronic books: How digital devices and supplementary new technologies are changing the face of the publishing industry. Publishing Research Quarterly, 26(4), 219-235. Retrieved March 1, 2012, from http://www.springerlink.com/content/815l71g801370q2u/ Cox, J. (2004, October). E-Books: Challenges and Opportunities. D-Lib Magazine 10(10). Retrieved March 1, 2012, from http://www.dlib.org/dlib/october04/cox/10cox.html Darwin, Charles. The Origin of Species. Harmondsworth: Penguin Books, 1968. P. 130-172. Esposito, J. (2012). The Faculty’s Role in Patron-driven Acquisitions, The Scholarly Kitchen. Retrieved February 28, 2012, from http://scholarlykitchen.sspnet.org/2012/02/08/the-facultys-role-in-patron-driven-acquisitions/ Gawelek, M.A., Spataro, M., &Komarny, P. ( 2011, March/April). Mobile Perspectives: On iPads Why Mobile?. Educause Review, 46(2). Retrieved February 10, 2012, from http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume46/iMobilePerspectivesOniPadsibrW/22616 3 Griffey, J. (2010). Electronic book readers. Library Technology Reports, 46(3), 7-19, 2. Retrieved February 10, 2012, from http://search.proquest.com/docview/202709359?accountid=27870 Johnson, L., Smith, R., Willis, H., Levine, A., & Haywood, K., (2011). The 2011 Horizon Report. Austin, Texas: The New Media Consortium. Kelley, M., Fialkoff, F., & Miller, R. (2011). The ebook opportunity. Library Journal, 136(19), 36-n/a. Retrieved February 20, 2012, from http://search.proquest.com/docview/902852500?accountid=27870 Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 32. References (Cont’d) Li, C., Poe, F., Potter, M., Quigley, B., & Wilson, J. (2011, May). UC Libraries Academic e-Book Usage Survey. Retrieved March 2, 2012, from http://www.cdlib.org/services/uxdesign/docs/2011/academic_ebook_usage_survey.pdf Miller, R. (2011). Dramatic growth. Library Journal, 136(17), 32-32. Retrieved February 11, 2012, from http://search.proquest.com/docview/896338418?accountid=27870 Nelson, M. R. (2008). E-books in higher education: Nearing the end of the era of hype? Educause Review, 43(2). Retrieved March 1, 2012, from http://www.educause.edu/EDUCAUSE+Review/EDUCAUSEReviewMagazineVolume43/EBooksinHigherEducationNearing/1 62677. OverDrive and Amazon launch Kindle® compatibility with Library eBooks. (2011, September 21). Retrieved March 3, 2011, from http://www.overdrive.com/News/getarticle.aspx?newsArticleID=20110921 Price, J. S. (2011). Patron driven acquisition of publisher-hosted content: Bypassing DRM. Retrieved March 1, 2012, from http://scholarship.claremont.edu/cgi/viewcontent.cgi?article=1001&context=library_staff. Polanka, S. (2011). Purchasing E-books in libraries: A maze of opportunities and challenges. Library Technology Reports, 47(8), 4-7, 58. Retrieved February 17, 2012, from http://search.proquest.com/docview/908429942?accountid=27870. Rapp, D. (2011),. Digital Book World Panels Tackle Libraries. Library Journal, 136(4),16. Retrieved March 1, 2012, from http://www.libraryjournal.com/lj/ljinprint/currentissue/889052-403/infotech_digital_book_world_panels.html.csp 2009 Estimates (U.S.): Total Book Sales Down 1.8%; eBook Sales Up 176.6% to Overtake Audiobooks. (2010, April 7). Retrieved March 3, 2011, from http://web.resourceshelf.com/go/resourceblog/58352 Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara
  • 33. Thank You A copy of this presentation will be available online on slideshare http://www.slideshare.net/houeidakam/ Please feel free to contact me @ houeida.charara@lau.edu.lb “ It is not the strongest of the species that survive, nor the most intelligent, but the ones most responsive to change.” Charles Darwin Lebanese Library Association Annual conference 2012 ©Houeida Kammourié-Charara