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Boston Consortia E-Book Workshop
October 24, 2013
Risk to Resource Sharing
• Flattening of circulation and Ill for physical items after
years of double-digit growth
• Growth of e-collections and use of electronic resources

• Many content silos without allowance of ILL and
statewide use
Statewide Resource Sharing
Committee (SRSC)
• Called by State Agency – Mass. Board of Library
Commissioners in April 2012
• Charge
• To study current trends in technology and use of it; publishing
and electronic dissemination of information; today’s environment
and how these impact Resource Sharing. Determine up to 5
strategic goals

• Membership
•
•
•
•

Shared Automated Networks
Four Library Types
Boston Public Library
MLS
Call to Action
• Resource Sharing Unbound Event – May 2012
• Should consider launching DCL-type model
• Opportunity to add local content
• Statewide solution – multi-type libraries
• MLS takes management role
Scope & Goals
•
•

•
•

50 multi-type library pilot
project for 6 months
Statewide Rollout over two
years
Budget for 18 months - $400600,000
Other:
•
•
•
•
•
•
•

10,000 titles
10 automated networks
ILS integration
Multi-type content
Training & Publicity
End-user training
Evaluation/Feedback

Measuring Success
•
•
•
•
•
•
•
•

Collection – meets needs of
users
Device compatibility
Ownership when applicable
Availability of content
Ease of end user
Vendor customer service
Multi-type library application
Flexibility

Sustainability
•
•
•

Publics are spending <5% of
materials budget on eBooks
Shift from traditional one library
purchase to statewide collection
Other state support – finding
the right source and niche
Process
• Business Plan
• Pilot Library Selection (50 libraries: 11 academics, 2
specials, 9 schools and 28 publics)
• RFP & Vendor Selection
Structure
• Training with all 3 vendors
• Task Forces
• Statewide Collection Development & Policies
• PR, Promotion & Training
• Sustainability & Funding

• Legislative Agenda (MBLC, MLA Legislative Committee)
Contract Negotiations & Issues
•
•
•
•
•
•
•
•
•

User Friendly
Ownership & Transferability
Short-term Loan
Simultaneous users
Interlibrary Loan
Pricing – affordable, reasonable
MARC records
Authentication – Geo-location – Checkout
Accessibility

• ReadersFirst Principles
Where Are We Now?
• Reviewing contracts
• Authenticating libraries & testing connections – working with
8 automated networks and 11 different ILS
• Creating eBook Manual with materials needed to launch,
implement and train, survey & feedback tools for staff &
patrons
• Legislative Connection
• Communication tools in place
•
•
•
•

Public blog
Private blog for pilot libraries
Resource Guide
Listserv
Value of Statewide Collection
• Consortial vs Local – more affordable?
• Long-term vs Short-term Loans – advantages to ownership –
when and what types of collections?
• Expand current model or contract with different terms – what
publishers are available, how relevant and current is
collection, make sense to look at aggregators?
• Central Site Workflow vs Individual Workflow – Centralized
system easier? More flexible? Sustainable?
• Discovery Layer vs One ILS – is there a discovery layer that can
be implemented down the road to make this all easier?
Thank you!

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MA eBook Project Overview

  • 1. Boston Consortia E-Book Workshop October 24, 2013
  • 2. Risk to Resource Sharing • Flattening of circulation and Ill for physical items after years of double-digit growth • Growth of e-collections and use of electronic resources • Many content silos without allowance of ILL and statewide use
  • 3. Statewide Resource Sharing Committee (SRSC) • Called by State Agency – Mass. Board of Library Commissioners in April 2012 • Charge • To study current trends in technology and use of it; publishing and electronic dissemination of information; today’s environment and how these impact Resource Sharing. Determine up to 5 strategic goals • Membership • • • • Shared Automated Networks Four Library Types Boston Public Library MLS
  • 4. Call to Action • Resource Sharing Unbound Event – May 2012 • Should consider launching DCL-type model • Opportunity to add local content • Statewide solution – multi-type libraries • MLS takes management role
  • 5. Scope & Goals • • • • 50 multi-type library pilot project for 6 months Statewide Rollout over two years Budget for 18 months - $400600,000 Other: • • • • • • • 10,000 titles 10 automated networks ILS integration Multi-type content Training & Publicity End-user training Evaluation/Feedback Measuring Success • • • • • • • • Collection – meets needs of users Device compatibility Ownership when applicable Availability of content Ease of end user Vendor customer service Multi-type library application Flexibility Sustainability • • • Publics are spending <5% of materials budget on eBooks Shift from traditional one library purchase to statewide collection Other state support – finding the right source and niche
  • 6. Process • Business Plan • Pilot Library Selection (50 libraries: 11 academics, 2 specials, 9 schools and 28 publics) • RFP & Vendor Selection
  • 7. Structure • Training with all 3 vendors • Task Forces • Statewide Collection Development & Policies • PR, Promotion & Training • Sustainability & Funding • Legislative Agenda (MBLC, MLA Legislative Committee)
  • 8. Contract Negotiations & Issues • • • • • • • • • User Friendly Ownership & Transferability Short-term Loan Simultaneous users Interlibrary Loan Pricing – affordable, reasonable MARC records Authentication – Geo-location – Checkout Accessibility • ReadersFirst Principles
  • 9. Where Are We Now? • Reviewing contracts • Authenticating libraries & testing connections – working with 8 automated networks and 11 different ILS • Creating eBook Manual with materials needed to launch, implement and train, survey & feedback tools for staff & patrons • Legislative Connection • Communication tools in place • • • • Public blog Private blog for pilot libraries Resource Guide Listserv
  • 10. Value of Statewide Collection • Consortial vs Local – more affordable? • Long-term vs Short-term Loans – advantages to ownership – when and what types of collections? • Expand current model or contract with different terms – what publishers are available, how relevant and current is collection, make sense to look at aggregators? • Central Site Workflow vs Individual Workflow – Centralized system easier? More flexible? Sustainable? • Discovery Layer vs One ILS – is there a discovery layer that can be implemented down the road to make this all easier?

Editor's Notes

  1. Introduction: I am Deb Hoadley, Advisor and Team Leader for this eBook ProjectAlso want to introduce, Greg Pronevitz, Executive Director, and Stephen Spohn, Resource Sharing Director, from the Massachusetts Library System68-107-168
  2. Circulation of physical books in MA has been flat for the last 3 yearseBooks accounted for 47.2 percent of circulationoverall, with the largest libraries—those serving populations of 250,000 or more—reporting increases closer to 70 percent. Even the smallest libraries, serving populations under 10,000, saw eBook circulation increase by 16.5 percent on average.Due to the models and content, libraries are choosing to “go it alone” because of the content available to them as a single entity versus a consortiumQuestion: Will the content providers allow silo owners to share this content with resource sharing partners? What is our role as a consortium or statewide entity?Risk to resource sharing is the main reason why Mass Lib System is so interested in this project.
  3. Statewide Resource Sharing Committee called by MBLCRepresenting stakeholder groupsOpportunities the Committee wants to explore:Interlibrary loanDirect patron borrowingDownloadablesElectronic resources (including eBooks)Provision of local contentVirtual catalogNetworks, including MassCatAcademic library catalogsSchool library catalogsDeliverySmall Libraries in Networks programLast copy policyDatabase LicensingBPL eCardDownloadable media (ebooks, music, video, audio books)Digitization, Digital Commonwealth and Library for the CommonwealthAvailable electronic resources: Internet Archive (BPL and COSLA access), Project Gutenberg Books, Google Books, Hathi Trust books, Overdrive and related servicesPerpetual access to electronic resources (e-sources)Issues that Need to be Addressed:How important is it for any library to be part of a network?   How can we make network membership possible for all public Libraries?   School Libraries?  Role of MBLC, MLS, Networks and  MassCatHow will we work together to provide the broadest and deepest access to ebooks and downloadable and streaming media?  Ebook resource sharing, funding mechanisms, online purchase/rental, development of local authors, e-publishing of local authorsStatewide library card
  4. Our project is a FIRST STEP to statewide eBook accessMLS is in the position of flexibility – centralized place, adaptability, staff, membership of 1700 multi-type libraries
  5. Plan outlined scope/mission and timeline, example of funding model, beginning of collection development policy, feedback/survey questions, stakeholders involvementIdentified 5 key libraries to recruit 9 others of different typesRFP goals: Platform and/or Content; Ownership and transferability when appropriate; Leasing when appropriate; Device Compatibility; Accessibility and; Ease of use for end-user (ReadersFirst Principles)3 Vendors chosen: EBL, Baker &amp; Taylor, BiblioBoardAll have platformsAll have different modelsAll have different content strengths
  6. We have met several time to review carts &amp; write draft policiesCreating Launch Kit for pilot librariesLooking for additional funding sources – state aid, partnershipsReceived an IMLS grant for $150,000 from MBLC for this project – other funds are coming from MLS (up to $400,000)Looking for statewide support – call to action – using Google Maps to track where people are supporting access to eBooks
  7. Ownership versus Perpetual License (Does vendor have rights to “sell” the license to libraries?)Transferability &amp; Portability (Can we move eBooks we own to another platform?)Interlibrary LoanSimultaneous UsersLocal content (Can we upload our own content, including eBooks from indie publishers?ReadersFirst Principles (Are they all trying to accommodate this?)Agreeing to work with publishers with us on our behalfPricing – affordable, reasonable
  8. All of these things will need to be assessed and evaluatedLong-term goals:Expanding collection suggestionsWork with Center for the Book for local authorsFree collectionsDiscoverability