Explore new and emerging initiatives in academic ebook delivery from University of Michigan Press, including their Fulcrum platform, and LYRASIS' work to expand SimplyE to academic titles

Cartolano, Robert T.

DiPasquale, Emma

English, James

English

Columbia University Academic Commons

Frontiers in Academic Ebook DeliveryDeploying the Library-Driven PlatformEmma DiPasquale, University of Michigan LibraryRob Cartolano, Columbia University LibrariesJames English, LYRASISPresentations● Overview - Rob Cartolano● UMP EBC on Fulcrum - Emma DiPasquale● SimplyE for Academic Libraries- James English2Overview: Imagine a Better Academic Ebook● Provide a better academic ebook experience for students and faculty● Develop and deliver a Library-Driven Platform● Do it together, at scale, at national level3What are Academic Ebooks?● Licensed Ebooks - University presses, academic publishers (e.g. Columbia University Press, University of Michigan Press, MIT Press, NYU Press), including enhanced academic ebooks● Digitized Collections - Library efforts to preserve and provide access to collections - aggregated at Internet Archive, HathiTrust, etc.● Open Access Academic Ebooks - Knowledge Unlatched, University of Michigan Press, OAPen.org, etc.4Current State of Academic Ebooks● Total Online Books at CU - 3 million (see tinyurl.com/clio-online-books)● Inconsistent user experience - multiple vendors, interfaces, technology● Vendors developed proprietary web interfaces, proprietary mobile apps● Licensed and open content is not available via one interface● Content is fragmented across multiple formats, DRM and non-DRMIt’s like the pre-web era all over again.  Web technology stunk, but:● Common data format (HTML)● Common back-end (web server)● Common protocol (HTTP)● Common User Interface (Web browser)We need an Open Technology Ecosystem for Academic Ebooks! 5Every dollar we spend on multiple, overlapping vendor technology platforms is a dollar not spent on building our collections.6The Shift Towards Open Technology Ecosystem● June 2015 - $786K Mellon Grant NYU-NYU Press Enhanced OA Monographs● May 2016 - IMLS Grant - Minitex to enhance SimplyE for Academic (PDF)● July 2016 - NYPL Releases SimplyE● Feb. 2017 - W3C releases Web Annotation Standard● October 2017 - UMP releases Open Access Books● May 2018 - Fulcrum integrates Hypothesis Open Annotation● August 2018 - Publishing@W3C releases EPUB 3.2● October 2018 - Sloan Grant - Imagine a Better Academic Ebook Experience● Nov. 2018 - OPDS 1.2 adds library lending support● Nov. 2018 - Lyrasis and U.Mich Launch Ebook Collection on Fulcrum● Nov. 2018 - MIT announces PubPub - open ebooks, journals, research● Dec. 2018 - EDRLab - improved Readium LCP - proposed ISO standard● January 2019 - $1.5M Sloan grant to move DPLA Exchange to production● Feb. 2019 - Internet Archive adds library-specific OPDS Feeds 7Open Technology Ecosystem Must SupportAcademic Ebook “Essentials”1. Common Method of Access - simple, consistent, one login, mobile equal2. Local Discoverability - direct link in catalog with high-quality metadata3. Search - Download - Read - entire book in very few steps4. Great Reading Experience - fast page turns, simple UI, search, TOC, index5. Scholar Tools - citation, portable annotation6. Library Branding, Reporting, Administration7. Stop Proprietary Mobile App Proliferation“Academic Readers First” Approachhttp://www.readersfirst.org/8Vision: 1) Search via Local Discovery9Vision: 2) Borrow10Vision: 3) Read on Web, Tablet & Phone11Provide a Great Reading Experience12Provide Offline Reading Capability13Synchronize Bookmarks & Reading Position ---on All DevicesSmart PhonesTablets Web Browser14University of Michigan Press Ebook Collection on FulcrumEmma DiPasqualeUniversity of Michigan LibraryFulcrum● Open source, community-developed digital publishing platform● Web-based reading experience (optimized for phone/tablet)● Developed by University of Michigan Library and Michigan Publishing with support from the Mellon Foundation● Committed to publishing scholarship in a flexible, durable, discoverable, and accessible formUniversity of Michigan Press Ebook Collection (UMP EBC)● Comprehensive collection of academic ebooks developed by libraries for libraries● Adheres to the Charlotte Initiative Principles:■ All DRM-free, unlimited multi-user, perpetual access● Includes open access books without charging● Backlist includes over 200 titles that have been adopted for courses Reading Experiences● Fulcrum catering to swimmers & divers with enhanced, media-rich content● Fulcrum provides the best possible experience with titles on web-based e-ereader Image from Getty Foundation’s Online Scholarly Catalog InitiativeLarger EcosystemCollaboration with SimplyE● Platform provider and publisher supplying content● Interoperability between platforms● Solving different things around same problem● Functionality varies, content not compromisedSimplyE for AcademicsRob Cartolano, James EnglishApril 17, 2019First: Let’s back-up for contextSource: Comscore 23First: Let’s back-up for context24First: Let’s back-up for context25Sloan-Funded Feasibility Study● Steering Group: LYRASIS, Columbia, NYU, NYPL, DPLA, MIT Press, Minitex● Tasks:○ Survey: Winter 2019 - collected survey data from 150+ libraries○ Research needs: of faculty, students, libraries, publishers, aggregators■ Conducting extensive conversations with academic community stakeholders■ Identify use cases, stories, product and market scope■ Meet with community participants to test and refine concepts○ Develop Proof of Concept: as technology demonstrator, collect feedback○ Develop technology & Community roadmap: for SimplyE platform to meet academic use cases○ Develop Report & Plan: Present recommendations, pilot plan, business plan, governance model26Survey Results - Type of Institutions27Survey Results - Media Type & Access SupportQuestion: Ranked Very Important or Most Important ● 78% (101/131) - View Offline Entire Book PDF ● 73% (95/131) - View Offline Chapter-by-Chapter PDF● 27% (34/131) - View Offline Entire Book EPUB● 19% (24/131) - View Offline Chapter-by-Chapter EPUB● 8% (9/131) - Listen (download/stream/sideload) Audio Books● 2% (2/131) - View Offline Other28Survey Results - User Experience - Top FeaturesfQuestion: Select five most frequently used features by your academic ebook readers:Most important features that represent USE of ebook as a source of information. Next, features that are common to ebook platforms that readers expect from an EPUB.And, features that expected of a digital platform such as exportability. 29Survey Results - User Experience - FeaturesQuestion: Select five most frequently used features by your academic ebook readers:Lastly, features that are least used that are more research focused in nature but seem.   However, the results may suggest they are least used because they are not typically available or supported by existing solutions. 30Survey Results - Demographic NeedsQuestion: Select which groups most need simplified ebooks access. Check all that apply.Opportunity: These results suggest that while digital natives are familiar with computers, the “tools of research” are not native to their digital upbringing where their digital literacy was more likely informed by “consumer” technology. 31Survey Results - Device/Platform RequirementsQuestion: Indicated devices used for academic ebooks. Check all that apply.Opportunity: Clearly, the traditional computer now shares its importance in academia in the new age of tablets and smartphones.32Survey Results - ILS (Catalog) & Discovery Systems IntegrationsQuestion: Identify your Integrated Library System (ILS).● 24% (29/122) - Alma● 20% (25/122) - OCLC WMS● 20% (25/122) - Innovative Interfaces - Sierra/Millennium● 9% (11/122) - SirsiDynix● 8% (10/122) - Voyager● 8% (10/122) - Aleph● 2% (3/122) - Koha● 5% (6/122) - OtherQuestion: Identify your Discovery Layer Integration.● 34% (33/97) - Primo● 30% (29/97) - EBSCO EDS● 14% (14/97) - OCLC WorldCat● 6% (6/97) - Summon● 6% (6/97) - Blacklight● 6% (6/97) - Other● 1% (1/97) - Multiple productsQuestion: Identify your web discovery platform.● 32% (33/104) - OCLC Worldcat● 28% (29/104) - EBSCO EDS● 21% (22/104) - Summon● 13% (13/104) - Primo● 1% (1/104) - Encore Duet● 1% (3/104) - Other● 3% (3/104) - Multiple products33Survey Results - MetadataQuestion: Identify your catalog or discovery layer metadata integration requirements.34Survey Results - Access ControlQuestion: Identify your ebook access control system integration needs.● 29% (31/107) - Shibboleth● 12% (13/107) - SAML/SAML 2● 9% (10/107) - ILS● 7% (8/107) - LDAP● 7% (7/107) - CAS● 4% (4/107) - EZProxy● 3% (3/107) - OpenAthens● 1% (1/107) - Ebscohost● 12% (13/107) - Other● 15% (16/97) - Multiple productsQuestion: Identify your ebook access control system integration needs, content hosting, license control● 86% (86/100) - EZProxy● 4% (4/100) - Adobe DRM & EZPRoxy● 2% (2/100) - Multiple Systems● 2% (2/100) - WAM● 1% (7/100) - EBSCO Ebooks● 4% (4/100) - NA/Don’t Know● 1% (1/107) - Publisher platforms35Survey Results - Community Support GovernanceQuestion: Importance of open source applications as part of your technology/service infrastructure.Question: How your institution implements open source solutions.36Survey Results - Open Source Ebook DeliveryQuestion: Under what conditions would you use open source ebook delivery platform.  Check all that apply37Survey Results - Ebook CollectionQuestion: Size of Ebook Collection (e.g. ebooks indexed into discover and catalog)38Survey Results - Decision Makers vs AdministratorsQuestion: Who chooses/selects ebook technology platform or service?● 61% (70/115) - Collections Development● 13% (15/115) - Administration● 10% (11/115) - Library IT● 7 (8/115) - Ebook Working Group● 6% (7/115) - Consortium/external provider● 1% (1/115) - Central IT● 6% (7/115) - OtherQuestion: Who administers ebook discovery and reading platforms?● 58% (67/116) - Collections Development● 22% (25/116) - Library IT● 8% (9/116) - Consortium/external provider● 7 (8/116) - Third-party vendor● 3% (3/116) - Group Effort● 1% (1/116) - Central IT● 5% (6/116) - Other39Survey Results - Ebook ProvidersQuestion: Top Ten Providers of Ebooks40Proof of Concept - What works, what didn’t what’s missing?Discover & Borrow Download & Read PDF Proof of Concept App by MinitexWhat Worked● Relative simplicity of integration through Middleware (OPDS) & MARC 856● Simplified UX● Removes vendor disintermediation● Promotes the library brand● Respects privacy & Anonymity● Advances Accessibility41Proof of Concept - What works, what didn’t what’s missing?What didn’t workCore use case features - APP● Copy text or print● In document search● Annotation, Citation, HighlightingBackend● Curation of content on the backendWhat’s missing● PDF on Android● Chapter- by-chapter ● Core use cases mentioned● OPDS 2.0 (JSON-LD)● DRM (non-Adobe)● Integrations with core providers● OPDS 2.0, RWPM● LCP DRM42Next Steps: Develop Academic E-ReaderOpen (e.g. HathiTrust, IA)Users discover content in library catalog, landing pages, reading appsOPDS URIBack End Content host      Middleware Front end - Discovery, ReadingMobile Academic EReaderOpen Source Library Simplified Circulation Manager Hosted at Local Institution, Consortium, Lyrasis or other Service ProviderOPDS 2.0LibraryDiscoveryEbook Providers(JSTOR, Muse)Consortia (Minitex, Amigos)CAS/SAML, ILS, etc.(AuthN/AuthZ)Institution AuthenticationWeb ReaderOPDSBlacklight, VuFind, OPAC, etc.OPDSOPDSLocal Collections OPDSLCP, RWPM, Annotation, Deep SearchPluggable components Discovery Interfaces43

Frontiers in Academic Ebook Delivery: Deploying the Library Driven Platform

https://academiccommons.columbia.edu/doi/10.7916/d8-wx2s-s095/download

Frontiers in Academic Ebook Delivery: Deploying the Library Driven Platform

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