ALA TechSource webinar presented February 22, 2013

1. Establishing an eReader
Lending Program
Sue
Polanka
@noshelfrequired
Wright
State No Shelf
University Required®
Libraries

2. Poll Questions
 Do you lend eBook devices at your institution?
 What type of devices do you offer? (you may use
multiple responses)

3. Libraries who Circulate Readers
5% 12% 6%
Public Academic School
15% 12% 17%
Public Academic School
Source: Library Journal Survey of eBook Penetration and Use, 2010-11

4. Academic Libraries Lend
90
80
70
60
50
A-2010
40
A-2011
30
20
10
0
Kindle Nook iPad SONY Other
Source: Library Journal Survey of eBook Penetration and Use, 2010-11

5. Public Libraries Lend
80
70
60
50
40 P-2010
30 P-2011
20
10
0
Kindle Nook iPad SONY Other
Source: Library Journal Survey of eBook Penetration and Use, 2010-11

6. School Libraries Lend
80
70
60
50
40 S-2010
30 S-2011
20
10
0
Kindle Nook iPad SONY Other
Source: Library Journal Survey of eBook Penetration and Use, 2010-11

7. http://www.pewinternet.org/Reports/2012/E-readers-and-tablets/Findings.aspx

8. 25% of American adults
own a tablet device
Pew Internet Research, August 2012

9. 35% of Americans 16+
very likely to use a
technology “petting zoo”
http://libraries.pewinternet.org/2013/01/22/library-services/

10. Devices and Formats

11. blog.enygmatic.com

12. Franklin Bookman
1989
Rocket Book
1998

14. Comparison of eReaders
Wikipedia, 2012

15. How we read eBooks
Tablet Computer
Cell Phones
eReader
Computer
Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012

16. Methods of reading eBooks
Dedicated eReaders Tablet Devices
 E-Ink  Nook Tablet
 Touch  Kindle FIRE
 iPad
Computers Smartphones/wi-fi
 Laptops  iOS
 Netbooks  Android
 Desktops  Windows

17. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012

18. Pew Internet & American Life Project, The Rise of E-Reading, April 5, 2012

19. DjVu
.djvu PDF
eReader TXT BBeB
.pdb EPUB /RTF .lrf .lrx
Microsoft
Reader .lit
eBook MobiPocket
Formats .prc .mobi
pdg
Daisy
HTML
AZW KF8
Kindle Libris
.lbr

20. DjVu
.djvu PDF
eReader TXT BBeB
.pdb EPUB /RTF .lrf .lrx
DRM
Microsoft
Reader .lit
eBook MobiPocket
Formats .prc .mobi
AZW
Kindle Daisy
HTML
WOLF
KF8
Libris
.wol .lbr

21. Is there a standard?
 Free/open - IDPF
 Not used consistently by publishers
 Used more frequently for popular materials
 DRM can still be added
 Sony and iPad adopted
 Barnes & Noble allows
 Kindle – not compatible
 Kindle Fire – need epub app

22. eReader Formats
Wikipedia, 2012

23. Adobe Digital Editions
 Adobe DRM
 Free download
 Registered user
 Authorize user
 Authorize devices

24. Establishing an eReader
Lending Program

25. eReader Program Options
 Offer downloadable content from library vendors for
patron’s personal devices
 In library viewing “gadget garage”
 In-library reserve reading
 Loan reader with content/library links
 Interlibrary Loan solution
 Classroom collections

26. + Why?
 Offer a new service
 Try before you buy
 Educational Technology Hub
 Lending Content
 Information on Demand
 Expand homebound
collections
 Training purposes
 Promote READING

27. + Why? -
 Offer a new service  $$$$$
 Try before you buy  Is this even legal?
 Educational Technology Hub  Buy same content in many
formats
 Lending Content
 Staff time/training
 Information on Demand
 Walled Garden
 Expand homebound
collections  Different purchase workflow
 Training purposes  Not in CD policies
 Promote READING  Accessibility issues

28. Legal Issues

29. Legal Issues
 Read the license!
 Consult your legal counsel
 Accessibility is a legal issue too
 Vendors are creating special programs for libraries and
schools

30. Is it legal for libraries to lend devices?
Go Caution Stop
Content from Mary Minow, Follett Chair, Dominican University.
See ONLINE magazine, Nov/Dec 201 hdl.handle.net/2374.WSU/6356

31.  Device only Go
 Device with content from:
 Public domain
 Creative commons licensed
 Unrestricted content
First Sale Doctrine, 17 U.S.C. Sect. 109(b)(1)(B)(i)

32.  Device with content: Caution
 In-copyright content
 Purchased under a license agreement
Licenses trump copyright law!
Consult Legal Counsel!

33.  Devices that are NOT accessible STOP
 Devices MUST have:
 Text to speech ability
 Audio controlled menus
Basis for most lawsuits

34. eReader (in)Accessibility
A "Fully accessible” ebook devices means
a blind individual may access or acquire same
information,
engage in same transactions,
and enjoy same benefits and services of the book
reading device
as a non-disabled individual with substantially
equivalent ease of use

35. Law Suits from NFB and others
 Arizona State University – Kindles
 US. Dept. of State – Kindles
 Free Library of Philadelphia – Nooks
 Settled October 2012
 Purchase fully accessible mainstream devices
 Sacramento Public Library – Nooks
 Settled August 2012
 Will not purchase any readers that are inaccessible
 Will buy 18 accessible readers
http://www.ada.gov/sacramento_ca_settle.htm
http://docs.justia.com/cases/federal/district-courts/pennsylvania/paedce/2:2012cv02373/461996/14/

36. Accessible Devices?
 iPad  Nook (all versions)
 iPhone  Bookeen Cybook Opus
 iPod  Kindle, DX, Fire, Touch
 Kindle 3 (somewhat)  Kobo
 Kindle keyboard  Pocketbook
(somewhat)
 SONY Reader
http://diagramcenter.org/research/product-matrices-complete.html

37. iOS accessibility
 Built-in accessibility features
 Voice Over – objects, menu items, text read aloud
 Speed of reading adjustable
 Phonetics and pitch change
 Read aloud keyboard characters when typing
 Magnification
 Compatible with braille devices
 App for DAISY books
http://www.youtube.com/watch?v=_CNQCrowbUI

38. Suggested Resources
 Lending eReaders, Legal, ethical, practical? ONLINE magazine, Nov/Dec
2012
 hdl.handle.net/2374.WSU/6356
 Accessibility issues in eBooks and eBook Readers, Ken Petri,
 wac.osu.edu/ebook-access-overview/
 Diagram Center Product Matricies
 diagramcenter.org/research/product-matrices-complete.html
 NISO program on accessibility:
 www.libraries.wright.edu/noshelfrequired/2012/10/19/creating-
accessible-e-books-summary-of-niso-program/
 List of accessible resources and audio interview with Ken Petri from the
OSU Accessibility Center
 www.libraries.wright.edu/noshelfrequired/2010/10/06/accessibility-and-
ebooks-resources-and-an-interview/

39. Before you Implement…
 What is your purpose?
 What type of content do you want?
 What is your budget?
 Select device/s
 Establish a workflow
 Create procedures & policies
 How will you assess?

40. Managing Devices

41. The Simple Process…
 Buy Device/s
 Establish account with online bookstore/s
 generic
 Agree to the terms of use/license
 Register a credit card & email
 Institution cc, generic email
 Register up to 6 devices to your account
 Purchase/download titles to your account
 Share/sync content with your devices

42. Budgeting
 Devices – range $79 - $249
 iPad $329 minimum
 Covers/Cases – range $20 – 50
 Content – range $1 - $20 per title
 Warranty/extended care - $20 - 50 per device
 Extra cords/plugs $10 – 30

43. 6 Nook Simple Touch 6 iPad 2, 16GB, wi-fi
Devices = $480 Devices = $2400
Replacement plan = $120 Replacement plan = $300
Cases = $120 Cases = $200
Cords = $60 Cords = $60
20 titles = $200 20 titles = $200
Total: $920 Total = $3160.00

44. Finding Content
 Online stores
 Amazon, Barnes & Noble, SONY Reader Store, Kobo, blio
 Lending Programs
 Amazon Prime, LendMe, LendingeBook, LendInk
 Library Collections
 OverDrive, 3M, Freading, EBSCO, ebrary, EBL, Ingram
 Free Collections
 Gutenberg, Internet Archive/Open Library, HathiTrust
 Free collections at online bookstores
 Google Books, Scribd

45. Can I download library content to an
eReader?
 Web enabled mobile devices   Follett (Digital Reader App for
iOS and Android devices)
 Blio 
 Mackin (app for iOS and Android)
 EBL 
 Scholastic (web only)
 eBooks on EBSCOhost 
 Rosen (web only)
 Ebrary 
 Freading 
 MyiLibrary 
 OverDrive 
 3M 

46. Purchasing from Online Vendors
 Must have an account
 Credit card purchases
 Tax exempt issues
 Share titles on 6 devices
 technically possible, check license
 Wireless loading on most
 Sideload some content
 Secure the account before loan

47. Tips for Loaning
 Catalog the device/titles
 Preload the device with content
 Circulate in bags or boxes
 Property tag each piece
 1 or 2 week loans, hourly too
 No bookdrop returns

50. Things to Consider
 Genre specific or grade level devices
 Consent forms (under 18?)
 Can patrons purchase titles? Request titles?
 Will you remove notes/highlighting?
 Will you recharge?
 Will you charge fines/replacement fees?

51. Classroom Collections
 Best housed in the library for booking/borrowing
 How will they support the curriculum?
 Training for students and teachers
 Reference materials
 Lengthier loans – quarter/semester/year
 How will you filter? (CIPA)

52. eReader Device Programs

53. OverDrive Test Drive
 Devices for lending or demonstration
 Library buys devices
 OverDrive provides support materials
 Set-up and clean-up
 Patrons borrow device, use library account to borrow
OverDrive content from library

54. Supported Devices (as of 2/15/2013)
 Agasio DroPad  Kobo Vox
 Apple iPad  Pelican Case
 Asus Eee PC  Samsung Galaxy Player
 Blackberry PlayBook  Samsung Galaxy Tab 2
 Google Nexus 7  Sony Reader Wi-Fi
 Toshiba Thrive

55. Set-up/Clean-up Example

57. 3M eReaders
 $150
 Loan to patrons
 Patrons select titles
 Reset when returned
John Larson, St. Paul Public Library, Minnesota

58. Amazon Whispercast
 Centrally manage kindles
 Schools or businesses
 Create accounts for users
 Group users
 Control device settings
 Distribute content
 Track purchases
whispercast.amazon.com

59. Barnes and Noble Managed Digital Locker
 Supports schools
 Requisitions and purchase orders
 Work with local B&N store to:
 register devices, install accessories, download content
 Three plans
1) Fully site managed
2) Partially corporate managed
3) Fully corporate managed
Dawn Nelson, Osseo, MN Area Schools

60. Fully Managed Digital Locker
 School library:
 Have or create Institutional Account
 Must sign a Term of Sale
 Tax exempt number
 Limited discounts – being at 25
 Select first books- must purchase 1:1
 B & N Corporate
 Registers each device
 Generates random email address – you can select those
 Ex – Rush Creek - rcnook1@_______
 Loads the books you have ordered

61. Apple App Store Volume Purchase Plan
 iOS apps and iBooks (some publishers)
 Program manager at your school
 Multiple facilitators
 Purchase volume vouchers
 App discounts for 20+ copies (50%)
 Can sync multiple devices from one iTunes account
http://www.apple.com/education/volume-purchase-program/

62. Marketing & Training

63. Attracting Readers
 Buy the content they want to read
 Let them touch the devices
 Take laptops and readers to events
 Connect content and devices to curriculum
 Use devices to provide reference service

64. Making eBooks Visible
 Staff
 Digital Library Website
 Discovery Station
 Book cover posters
 Shelf Tags
acrl.ala.org/techconnect/?p=498
 QR Codes
 Guides/websites

66. Training the Public
 Workshops
 BYOD
 Stick with basics
 Tutorials
 Videos
 Print instructions/screen shots
 On demand demos
 Devices at library
 Dummy accounts

67. Training Staff
Content
 Downloadable/view
online
Workshops
 Loan periods per vendor
Small group
Devices
One-2-one  Registering ADE or
Rebate programs downloading reading
apps
 Transferring e-content
Troubleshooting
 Documentation/manuals
 Vendor “help” areas

68. Recommended Readings
So you want to start a Kindle lending program?
code4lib.org/node/426
May a library loan a loaded ebook reader?
blog.librarylaw.com
New ereader interactive database comes online
soc.li/atch2Pdd
NSR post: Libraries, digital lending, and eReaders
bit.ly/xjrLCB

69. Resources
 ALA Econtent -www.americanlibrariesmagazine.org/e-
content
 Not So Distant Future – futura.edublogs.org/
 No Shelf Required – www.noshelfrequired.com
 ALA TechSource blog - www.alatechsource.org/blog
 LJ/SLJ ebook Summit – www.thedigitalshift.com

72. Questions?
sue.polanka@
wright.edu
Twitter
@noshelfrequired
noshelfrequired.com