Convener: Audrey Powers (Charleston Conference Director and Research Librarian for College of The Arts, University of South Florida) Speakers: Peter McCracken (Founder of Serials Solutions and ShipIndex), Emilie Delquie (Vice President, Publishers Communication Group), Cory Tucker (Head of Collection Management, University of Nevada), Lisa Carlucci Thomas (Director, Design Think Do), Stephen Rhind-Tutt (President of Alexander Street Press) Michael Gorrell (Executive Vice President and Chief Information Officer, EBSCO), and Mark Johnson (Head of Publisher Relations, HighWire Press). As electronic resources continue to compound and confound our sensibilities, experts in the field will update us as well as challenge our current way of thinking with new methodologies of delivery and access. Back by popular demand, issues addressed at last year’s E-Everything preconference including access, content integration, technology and discoverability will be updated with topics such as tablet based delivery of video and audio, e-book models of access and licensing, business models for procurement of materials in all formats, e-content integration, and how users get to the content they value. Presented PechaKucha style, each speaker will deliver a dynamic and succinct 15 minute Powerpoint presentation. After all the presentations are given, breakout sessions with the presenters will give you the opportunity to address the presenters in a more personal way.

1. E-Everything
Putting It All Together
2011 Charleston Conference

2. Organizers
• Leah Hinds – Charleston Information Group
• Jackie LaPlaca – CredoReference
• Laura Warren - CredoReference

3. Program
• Patron-driven acquisition of electronic
resources: The obvious next step
• Moving forward with electronic content
procurement
• Ebooks: Access, technology & licensing
• Time to embrace video in the academy
• The eBook user experience
• Econtent integration: If you’re not
open, your’re not integrating

4. Peter McCracken
• Co-founder, Serials Solutions and ShipIndex.org
• ALCTS Ulrich’s Serials Librarianship award

5. Emilie Delquie
• Vice President, Publishers Communication Group

6. Cory Tucker
• Head of Collection Management, University of
Nevada, Las Vegas

7. Lisa Carlucci Thomas
• Director, Think Design Do
• 2009 ALA Emerging Leader and 2010 LJ Mover and
Shaker

8. Stephen Rhind-Tutt
• President, Alexander Street Press

9. Michael Gorrell
• Executive Vice President and Chief Information
Officer, EBSCO Publishing

10. Mark Johnson
• Director, Public Relations, HighWire Press

11. Pre-conference Organizer
• Audrey Powers, Research Librarian for College
of The Arts, University of South Florida

12. PATRON-DRIVEN
ACQUISITION OF
ELECTRONIC
RESOURCES:
THE OBVIOUS NEXT STEP
Peter McCracken
Co-Founder & Director of Content
and Business Development,
ShipIndex.org
Charleston Pre-Conference, 2 November
2011

13. Librarians love PDA, DDA, PIA

14. Let’s expand demand-driven
acq…
 …to where it makes the most sense
of all.
 Large amounts of discrete data
 Already online
 Low cost per item

15. The concept, in brief
 Offer “per use” purchasing of
selected content through discovery
layers
 Library chooses which databases are
pay-per-use
 Discovery layer vendor manages
micro-payments
 Patron sees no difference in
databases

16. DDA in discovery layers –
DDDLA?
$ 0.00
$ 0.25
$ 0.00
$0.25 $1.00
$ 0.00
$ 1.00
$0.05 $ 0.00
$ 0.00
$1.25
+ 4%
Discovery Layer
Accounting
Server

17. Full-text view data, dollar
transfer
$0.00
$0.13
$3.25
$3.25
Discovery Layer
Accounting
Server
$3.25
+ 4%

18. How the future will work
TODAY TOMORROW
 Unlimited  Select access to
access to select unlimited
databases databases
 Library chooses  Some databases
certain have unlimited
databases; offers access, as before
buffet access to  Other databases
patrons are pay-per-
use, through
 Other databases
discovery layer
are not available interfaces

19. Financial management issues
 When library pays 120% of list price to a
pay-per-use database, it pays no more
year
 Shows value of direct purchase
 Library maintains account at discovery
layer; when it’s empty, no more PPU
resources are displayed
 Librarian can control which databases
are PPU based on cost, if they choose
 “Don’t show $8 PPU / $30 PPC results”

20. Benefits: To libraries
 More efficient purchasing
 Among low-use databases, buy what
you use
 For high-use databases, nothing
changes
 Greater breadth of subject offerings
 Improved services to patrons
 Better, more meaningful usage
statistics

21. Benefits: To content providers
 Broader opportunities for niche
databases
 Increased revenue
 Lessrevenue per institution, but now
from many more; some new
subscriptions
 Sales go from “buy it now” to “just try
it”
 Revenue will more accurately reflect
usage

22. Benefits: To discovery layers
 Discovery layer role in library is
enhanced further
 Becomes sole access point to many
databases
 Increased revenue through service
plans
 Further opportunities available
through usage data delivery & mining

23. Benefits: To patrons
 More content
 Patron at a small institution could see
exact same results as patron at a large
institution
 Atsmall institution, most data is pay-per-
use; at large institution, most data is from a
direct subscription –
but patron doesn’t know and doesn’t
care
 Emphasizes importance and value of

24. Drawbacks
 Objections to pay as you go
 This
is just reference ILL, writ large and
immediate
 Possible end-of-month problems if
most money in account is spent
 Need to closely manage budgets

25. Conclusion
 It just makes sense.
 It improves and enhances the
services that discovery layers provide
to libraries, and that librarians provide
to patrons
 It’s relatively easy to do.
 Personally, I want it tomorrow.

26. Thank you.
Peter McCracken
peter@shipindex.org

27. Moving Forward with
Electronic Content
Procurement
Cory Tucker Emilie Delquie
Head of Collection Management Vice President
University of Nevada, Las Vegas Libraries Publishers Communication Group
XXXI Annual Charleston Conference
Nov. 2, 2011, Charleston, SC

28. Today’s discussion
• Overview of Methods of Acquiring Electronic
Resources
• Challenges Faced by Libraries
• New Business Models for Electronic Content
• Future of Electronic Content

29. © 2010 David W. Lewis.
Move from Print to Electronic Collections
ARL Medium % Expenditures on Electronic Resources
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%
2002/03 2003/04 2004/05 2005/06 2006/07 2007/08
Thanks to James Michalko, OCLC Research for slide used for Symposium Keio
University, on 6 October 2010

30. US Investment in Academic Print Collections
Academic Library Expenditures
on Purchased and Licensed Content
90%
Projected change
80%
70%
60% Print books and journals
50% E-journals and e-books
You are here
40%
30%
20%
10%
0%
98
00
02
04
06
08
14
20
19
20
20
20
20
20
20
20
Source: US Dept of Education, NCES, Academic Libraries Survey, 1998-2008
Thanks to James Michalko, OCLC Research for slide used for Symposium Keio
University, on 6 October 2010

31. And the switch to primarily e-book purchasing
will happen soon
Thanks to James Michalko, OCLC Research for slide used for Symposium Keio
University, on 6 October 2010

32. Procurement: E-Journals

33. E-Journals

34. Procurement: Ebooks
• Purchased through consortia or
individually
• Typically purchased through third party
vendor
• Purchased individually or in subject
packages

35. Ebooks
• Restricted or unrestricted (single or
multi-user)
• Offered by too many third parties?
• E-readers and format

36. Purchasing via publishers
• Provide content
• Publisher determines access
• Set pricing

37. Purchasing via publishers
• Customer service
• License agreements
• Single platform

38. Purchasing via subscription agent
• Journals
• Consolidate
• One point of contact

39. Purchasing via subscription agent
• Saves time
• Customer service
• Saves $$

40. Purchasing via aggregator
• Choose content to sell
• Handling charges?
• Customer service –invoicing, etc.
• Embargo on content

41. Purchasing via aggregator
• Better technologically – platforms can
have more functionalities
• Easy starting point for end-users
• Ensures visibility for smaller publishers

42. Purchase Individually
• Flexibility
• Match Needs
• Discounts

43. Purchase via Consortia

44. Purchase via Consortia

45. Ebook: Consortial Pricing

46. Ebook: Consortial Purchasing

47. Challenges Faced by Libraries
• Library Budgets
• Business Models
• Philosophy of Collecting Materials
• Network Level Discovery and Access
• Increasing focus on ROI

48. Challenges: Budget

49. Challenges: Business Models

50. Challenges: Collection Philosophy

51. Challenges: Network and Access

52. Challenges: ROI

53. E-content Business Models:
Pay-Per-View
• Journals have used Pay-Per-View
model
• Cheaper than subscribing?
• Depends on usage and ILL cost
• User-driven
• Price per article can greatly vary

54. E-content Business Models:
Patron-Driven Acquisition
• Currently mostly for ebooks
• Also being used for print books
• Very popular at the moment
• Good results but short-term strategy

55. E-content Business Models:
Leasing
• Non-ownership model
• Short-term access to materials
• Pay small fee for access
• No long-term ownership

56. E-content Business Models:
Collection vs. Pick & Choose
• Big Deal very popular… a few years ago
• Does a large collection still make sense?
• More data available these days
• Let libraries chose what they need

57. E-content Business Models:
Open Access
• Public success of PlosOne
• Very advantageous for libraries, but
who will eventually pay?
• Standard of qualities

58. E-content Business Models:
Usage-based pricing
• Experimentations at the moment
• Decision is based on actual usage
observed over X months
• Open dialog between publishers and
librarians
• Applicable to journals and books

59. E-content Business Models:
Scholarly itunes

60. E-content Business Models:
“The Little Deal”
• Experimentation from California State
University system
• Partnership with Copyright Clearance
Center
• More effective than ILL
• Highly appreciated by patrons

61. Future of E-content
• It all comes back to budgets
• Collection Philosophy
• User Behavior
• Scholarly Record

62. Thank you
Questions, comments?
Cory Tucker Emilie Delquie
Head of Collection Management Vice President
University of Nevada, Las Vegas Libraries Publishers Communication Group
cory.tucker@unlv.edu edelquie@pcgplus.com

63. Ebooks :
Access, Tech
nology, &
Licensing
Lisa Carlucci Thomas
director, design think do
twitter: @lisacarlucci

67. access:
everything
is vaguely
the same,
yet entirely
different.

72. technology:
remember that
time? (it just
happened!)

78. licensing:
uncertainty is
paramount.

85. Ebooks :
Access, Tech
nology, &
Licensing
Lisa Carlucci Thomas
director, design think do
twitter: @lisacarlucci

86. Time to embrace video in the academy
Charleston, November 2011
Stephen Rhind-Tutt, Alexander Street Press

87. Today’s high school students
• Watch video
– Classroom access
– Web access
• Record video
– Present papers
– Conduct interviews
– Film experiments
• Use Skype video
– Expect to see as well as hear
– Used to a media rich environment

88. Today
No dedicated
device required
to record…
No dedicated
device required
to view

89. Signs are all around us…
• YouTube is twice the popularity of Wikipedia by reach
• The US market for subscription TV in 2008 was worth
$146 Billion, six times that for consumer books
• By 2013 video will be 90% of all consumer IP traffic
(currently 51% of total US web traffic)
Sources: Alexa ; Veronis-Suhler; TechCrunch

90. In one year…
Mobile
• iPad – launched April 2010 – >40m sold
• Gartner forecasts 54.8m tablets to be sold in 2011
• 295m smart phones sold in 2010, a 74% increase
• E-books up 150%
Streaming
• Many new services
• Hulu doubles in size
• Netflix up 37%
• Amazon launches streaming service
• Apple announces cloud service

91. Does video belong in the academy?

92. Video as an add-on
• Add ‘multimedia’ to a
journal.
• Animations of processes
• Elsevier ‘article of the
future’ prototype from 2009
• Useful
• Adds value
• But isolated and rarely
transformative…

93. Experiments and methods

94. Dance, Theatre, Music
• Unique ability of the medium
• capture performance,
• make it teachable
• make it researchable,

95. Anthropology
• Unique ability of the medium
• capture events,
• make them researchable,
• make them teachable

96. News and history
• Unique ability of the medium
• capture events,
• make them researchable,
• make them teachable

97. Across disciplines
• All work we do is affected by who we are – our
personality, our background, our culture

98. Across disciplines
• All work we do is affected by who we are – our
personality, our background, our culture
• Video helps us understand, judge, evaluate our
work

99. Is there a role for libraries?

100. …bringing order to the frontier!
• Access
• Provenance
• Curation
• Permanence
• Ability to cite
• Searchability
• Cataloging
• Preservation
• Legality

101. Research & Learning
Raw footage
Interviews
Training Video
Lectures
Casual User K-12 Higher Ed. Professionals
Documentaries
Demonstrations
Movies & Television
Amateur Clips
Entertainment

102. History
Video
Audio
Full-Text Books
Full-Text Journals
Directories
Stock & News
FT Court Cases
Catalogs, Abstract and Indexing databases
1966 1973 1984 1990 1997 2000 2005

103. Some practical examples

104. Basics
Streaming Downloading
- How video is - Saving video
delivered to your local
across the web machine
- Equivalent to - Equivalent to
JSTOR and downloading a
other centrally journal article
hosted
journals

105. Methods of linking
Clip Download/Upload Link to a streaming Embed link to a
source streaming source
Download a section, Identify a clip and link to Identify a clip, link to it,
edit it, and upload it. it. then embed thumbnail
on a course page
Rights issues Fast, easy Fast, easy
Expensive Allows annotations Allows annotations
Requires video editing Clips can be combined Clips can be combined
(software/training) to make playlists, to make playlists,
course reserves etc… course reserves etc…
More enticing!
All 3 methods can be used with Blackboard, Moodle etc…

106. Provenance

107. Searchability
12 double-spaced pages
30 minutes of news = 5 minutes to read in depth
2 minutes to scan

108. Indexing
Field Marshall Field Marshall
People Erwin Rommel Erwin Rommel
Places El Agheila, Near Tobruk African
Africa Coast
Date 3/17/1941 Summer 1942
Events North African Campaign, 1941-1943
Commentary Mark Grimsby
Type Interview Map
Narrative In 1941 His first Followed by “This was a
Rommel “The
actions an audit of his crucial time…”
Text began his included
movement
troops
North African Westwards
reviewing
Campaign. would
88mm flak
ultimately…”
guns

109. Ability to cite sections of video

110. Ability to embed in course ware

111. Access - Mobile

112. Integration with the library
Collections Individual Titles
Library Interface
Discovery Tools Embeddable Search Box

113. Rightful place in the academy
Websites Music
Newspapers Primary Works
Video
Monographs Journals

114. The eBook User
Experience
Michael Gorrell, mdg@ebscohost.com
Executive Vice President and Chief Information Officer
EBSCO Publishing

115. In the beginning….

116. What did we know about eBooks?
Very Little.

117. Top 10 Web Properties – Spring 1999
AOL
Microsoft
Yahoo!
Lycos
What were User Expectations?
Go Time
Network Warner
Geocities Blue
Excite
Mountain
Alta
Arts
Vista
Ranked by Unique Visitors

118. Top 10 Web Properties – Spring 1999
AOL
Microsoft
Yahoo!
Lycos
Go Time
Network Warner
Geocities Blue
Excite
Mountain
Alta
Arts
Vista
Ranked by Unique Visitors

119. It was early days.
And it wasn’t pretty.

120. How many were still using these?

121. What are Current User
Expectations?

122. Top 10 Web Properties – January 2011
Yahoo! Google Microsoft
Facebook
AOL
Ask Turner Viacom
Digital Digital Glam CBS
Media Interactive
Amazon =#11, Wikimedia #12
Ranked by Unique Visitors

123. eBooks

124. More Smart Phones & Tablets
than People
… the number of mobile devices rose by 9 percent in the first six months of the year, to 327.6 million, which
exceeds the number of people — 315 million – who live in the U.S. and its territories. Internet
traffic also rose 111 percent, to 341.2 billion megabytes during that time.
…
According to the survey’s data, people keep more than one wireless
device, including smartphones and tablets, in their possession. Some analysts believe the surge comes from
people having greater access to more of these devices, which have dropped in price and become more readily
available.
http://abcnews.go.com/blogs/technology/2011/10/more-wireless-devices-than-people-in-u-s-says-survey/

125. 1999 != 2011

126. Factors in the User Experience
Finding Information
Using the Information

128. Anyone still have silos?

129. 41.75 %
Percent of students who don’t know about your eBook collections
According to the 2009 Survey of American College Students: Student Use of Library E-book Collections

130. Discovery – the Silo Breaker

132. How many have a Discovery
Service?
Predicting it’s not everyone

133. EBSCOhost – reducing Silos

135. So now that users are able to find
eBooks…

140. iPhone - Landscape

141. But what about those mobile
users who want the Web?

142. On the Horizon
• Native Apps (iOS, Android) with multi-device syncing
• ePub support
• Enhancements based on usability studies and user
feedback

143. We all will continue to evolve…
Thank You
Michael Gorrell, mdg@ebscohost.com
Which one represents where we are today?

144. Econtent Integration:
If you’re not open, you’re not
integrating
The Charleston Conference
E-Everything: Putting It All Together
Presenter: Mark Johnson, Director of Publisher Relations
Date: November 2, 2011

145. What is econtent integration?
“Getting the information I need when I need it
in the way I want it.”
• What = Traditional content and more
• When = 24x7x365
• Way (format) = Within the user’s workflow
• In other words, “E-Everything Integration”
HighWire | Stanford University 145

146. Against the Grain article summary
I. Scholarship is locked in silos
II. Open platforms break down silos
a. Beyond Traditional Content Sources
b. Moving Information to the User
c. Ensuring Best of Breed Technology
III. Open Platform Integration: ASCO Cancer
Portals - a Society Publisher Example
Open platforms provide a superior
path to online content integration
HighWire | Stanford University 146

147. Silos: Best left to the corn
Journals
Conference
Education
Books
Training
147

148. 148

149. 149

150. Facebook Example
150

151. What is an Open Platform?
• Open for integration
• Open for data exchange
• Open to the semantic web
• Open for adding new services
• Open for layering new tools
• OPEN FOR INNOVATION
HighWire | Stanford University 151

152. The Black Box Syndrome
Typical
Platform
152

153. Open Platform: Permeable, Extensible
Mobile Drupal
Mobile Drupal
Mobile Drupal Feeds
HighWire Open APIs
Platform

154. Drupal – Leveraging the work of others
Nice Menu: FrontPage: Create Simplenews: Annotate: Of
Build instant splash pages Publish & send images or text
drop-downs newsletters
Dynamic Doc: Event: User Commenting
Showcasing Calendar Blog Module
featured content
Views: TOC Wiki & Online Storm: Hierarchy Panels:
Control Community of content types Custom templates
Collections: WebForm: Polling FiveStar: CKEditor:
Mix and match and surveys Voting widget WYSIWYG File
content Manager
HighWire Open Platform Site
154

155. What can be done with an open platform?
• Repurposing of content
• Integration of content, services, tools
• Monetization of content
• And an open platform allows
publishers to do this independently
when and how you wish
155

156. Open Platform Integration examples
• Intra-journal content integration: JBC Affinity
sites
• Multi-source content integration: ASCO
Cancer Portals
• Integrating content within user
behavior/workflow: Mobile sites
• Open platform co-development: BMJ Group
• Open platform = Best of Breed Partnerships
• Open platform = Superior Semantics Solutions
HighWire | Stanford University 156

157. Example: JBC Minisites
• Aim: Focus on content, home,
community, and reputation.
• Chose four areas.
• Select dynamic content (filtered
from main content).
• Add static text and info about
affinity groups.
• Visual interest comes from photos
and figures pulled from the
content.
Source: Nancy Rodnan, ASBMB

158. Example: ASCO Cancer Portals
HighWire | Stanford University 158

159. Front End Improvements
HighWire | Stanford University 159

160. Back End Improvements
• Feed-based design removes much of the
manual effort that went into upkeep of
previous version
• Automatic retrieval of non-ASCO journal
content from PubMed via stored search
• Drupal allows for easy and efficient
management of content
Source: Doug Parker, ASCO
HighWire | Stanford University 160

161. Example: Mobile Sites
• 600+ mobile-optimized
journal sites launched so far
in 2011
• HW will launch 300 more
over the next 2 months, over
900+ total in 2011
• Mobile sites are powered by
Drupal CMS layered on top
of the HW Open Platform
HighWire | Stanford University 161

162. Mobile Use Cases
• Look Up
– Search on the go
• Keep Up
– Checking TOC
– Published Ahead of
Print
– Continuous
Publishing content
HighWire | Stanford University 162

163. Example: BMJ Redesign Codevelopment
• True co-development project between BMJ
Group and HighWire Press
• Both organizations developing in Drupal:
– HighWire work on infrastructure
– BMJ work on design & user interface
HighWire | Stanford University 163

164. BMJ Journals Redesign
HighWire | Stanford University 164

165. Example: Best of Breed Partnerships
HighWire | Stanford University 165

166. Semantics at HighWire: Today’s Examples
Article tagging for Links via DOI,
Google, and PubMed ID,
Other web OpenURL, etc.,
Crawlers delivers To Crossref,
Article metadata GenBank, ISI, PDB,
Expose metadata Use linked data
In publishing- to outside world from outside NCBI data bases,
Industry standard world ClinicalTrials.gov,
Formats incl RSS. GeoRef, maps, etc.
Computationally Use semantics & “Find similar” search,
Publication date,
generate “tags” tags for grouping, browse and search
Issue date/title,
from scholarly text search, by section and by
TOC section, personalization subject collection,
Subject collection,
create products for
Semio topic,
collections,
DOI, and many
target ads
author-specified IDs
by collection
and keywords 166

167. Microformat Example
• “The birds roosted at 52.48, -1.89”
• If the XHTML looks like this:
Google and other engines or bots know that this
is a geolocation, and the numbers are latitude
and longitude
167

168. Closed Platform
168

169. HighWire | Stanford University 169

170. Search Engines Cannot index semantics in a closed platform
HighWire | Stanford University 170

171. HighWire’s Open Platform:
Taxonomy & Semantic Enrichment
Your Choice, Your IP, and Portable
Search Engines CAN index semantics in an
OPEN platform
Ter
Ter Ter
m
Ter Ter Semantic
Mobile Drupal
m m m m
HighWire Ter
m
Ter
Ter
m
Ter Ter
Ter
m
Ter Ter
Ter
m
Ter
Ter
m
Ter Ter
Ter
m
Ter
Ter
m
Ter Export
Semantics m
Ter
m
m
Ter
m
m
Ter
m
m
Ter
m
Ter
m
Ter
m
m
Ter
m
m
Ter
m
m m m
Ter
m
m
Ter
m
Ter
m
Ter Ter Ter Ter Ter Ter Ter Ter Ter Ter
or 3rd Party m m m m m m m m m m
Taxonomy Semantic Enrichment
Feeds
HighWire Open APIs
Platform

172. Open to the Semantic Web
• Enabling content for external services
• Maximizing visibility of the content
• Proving machine-readable “hooks” within the
content
• Building semantic intelligence into the HTML
for bots, engines, linked data initiatives and
other services
172

173. HighWire | Stanford University 173

174. Semantics at HighWire (details)
HighWire web
Annotate web pages with application
microdata tags. Expose calls out to existing
article meta data as linked linked-data
Expose metadata
data for consumption by Use linked data
repositories (e.g.
search engines and world
to outside other dbpedia, geonames) and
from outside
external applications. adds this information to
world
article display.
Computationally Use tags for
HighWire web
generate “tags”
Perform semantic “content grouping, search,
application groups
analysis” to generatetext
from scholarly personalization
and/or targets content
meta-data tags: taxonomy based on existing
terms, entities, locations, p meta-data (including
eople, places, etc. meta data generated
by content analysis).
174

175. Conclusion: Open Means Integration
• Open platforms provide a superior path to
online content integration:
– New services, tools and functions can be layered
on top or integrated
– Enables us to leverage web commodities and open
source tools
• Open platforms lower cost, increase speed of
development, enables innovation
175

176. Thank You!
Mark Johnson, mjohnson@highwire.stanford.edu

177. Thank you for participating!