NISO E-book Forum 2011


NISO Forum: The E-Book Renaissance: Exploring the Possibilities Exposed by Digital Books

October 24-25, 2011
Baltimore, Maryland
Tremont Plaza Hotel

About the Speakers


Sponsored by




Beat Barblan, Director, Identifier Services, Bowker

E-Book Standards and Metadata: Best practices to maximize discoverability of your e-titles

Beat Barblan serves as Director of Identifier Services at RR Bowker. He is responsible for such identifier asset management and discoverability solutions as ISBN, ISTC, ISNI and DOI. These solutions are renowned for their ability to standardize works across the book industry and content services supply chain, benefitting publishers, self publishers, authors, and other book industry professionals. Bowker is a business unit of ProQuest.

Mr. Barblan joined Bowker in 2007 as Product Manager for the company's Supply Chain business, overseeing new development and maintenance for Pubnet and PubEasy, the publishing industry's premier electronic ordering tools, and PubEasySchool, the new Bowker K12 product. Prior to joining Bowker, Mr. Barblan was Sr. Product Manager at Wolters Kluwer / Ovid where he helped launch the OvidSP platform.


Matt Barnes, Vice President of Marketing, ebrary

Panel discussion: Vendors & Platform Providers

As Vice President of Marketing for ebrary, Matt leads strategic marketing, communications, product marketing, and partner relations. In this role he is focused on ensuring ebrary develops products and services that help libraries deliver relevant content to their patrons in the most efficient and cost effective manner possible.

Prior to joining ebrary, Mr. Barnes was a consultant at R2 Consulting specializing in selection to access workflow analysis in academic libraries. As part of R2, he analyzed and optimized processes in a wide variety of libraries ranging from some of the most recognized research libraries in the world to highly specialized institutions with very small memberships. His time at R2 provided deep insight into the everyday challenges libraries face developing and optimizing collections for patrons.


Ken Breen, Senior Director, E-Book Products, EBSCO Publishing

Panel discussion: Vendors & Platform Providers

Ken Breen joined EBSCO Publishing in September 2010 as the Senior Director of e-book Products. He is responsible for developing and managing EBSCO Publishing’s e-book and audio book product and content strategy. Previously, Mr. Breen had been the Vice President of Business Development at Gale where he dealt with e-books and served in a variety of roles for 11 years including: strategic planning & alliances, rights acquisition & management, copyright & licensing and product management.

Mr. Breen’s experience with e-books began in 1997 as the Product Development Manager for City Directories at R.L. Polk & Company, an international, privately owned, consumer information company. In that role, he led the migration of Polk's infoTYME product (the electronic version of the print City Directory) from diskette to CD-Rom.

During his career Mr. Breen has been a featured speaker and a panelist at conferences including American Library Association Annual Conference and London Book Fair.


Todd Carpenter, Managing Director, National Information Standards Organization

Welcome & Introductions

Todd Carpenter is currently Managing Director of the National Information Standards Organization (NISO), a Baltimore-based non-profit that fosters the development and maintenance of standards that facilitate the creation, persistent management, and effective interchange of information used in research and learning. Working with NISO's broad constituency, Todd is working to improve the efficiency of the standards development process, extending the scope and participation of the community in standards creation and adoption, and enhancing the training and outreach programs NISO sponsors.

Prior to joining NISO, Todd had been Director of Business Development with BioOne, an online aggregator of scholarly journals in the biological sciences. Before joining BioOne, Todd was the Journals Marketing Manager at The Johns Hopkins University Press and participated in the development of Project Muse.

He has also held marketing management positions at the Energy Intelligence Group, a news service covering the oil and natural gas industries and The Haworth Press, a scholarly and professional publisher. Todd is a graduate of Syracuse University and holds a master degree in marketing from The Johns Hopkins University.


Laura Dawson, Content Chief, Firebrand Technologies

Closing Keynote

Laura Dawson is a 24-year veteran of the book industry who specializes in technology issues. As an independent consultant, Laura has worked with an impressive list of publishers and service providers, including McGraw-Hill, Cengage, Carson-Dellosa, Scholastic, Chuckwalla, Berrett-Koehler, Loyola University Press, Book Industry Study Group, Ingram Library Services, Audible, Harvard University Press, Yale University Press, and Dial-a-Book.

Previously, she worked at Doubleday, Muze, Barnes & and SirsiDynix. She is a leading voice on technology, standards and metadata issues and blogs frequently at LJNDawson Blog. She also serves as co-chair of the Book Industry Study Group’s Identification and Rights Committees.


Terry Ehling, Associate Director, Publisher Relations and Content Development, Project MUSE

Panel discussion: Publisher and Content Provider Issues

Terry Ehling is Associate Director, Publisher Relations and Content Development, Project MUSE. Prior to her appointment at the Johns Hopkins University Press, she was the scholarly communications strategist at Cornell University Library, where she helped to set and implement an innovative, cost-effective publishing agenda for the university. She served as the Executive Director of Project Euclid from 2003–2008. She was responsible for the administration and overall management of the Project--a complex, collaborative, non-profit on-line journal publishing initiative for mathematics and statistics. Project Euclid is now a joint venture of Cornell University Library and Duke University Press. Before coming to Cornell, she was Director of the Digital Projects Lab (DPL) at the Massachusetts Institute of Technology. The DPL’s primary focus was on the design and cost-effective implementation of scholarly on-line communities, such as CogNet (2000) and ArchNet (2001). She was a member of the MIT’s OpenCourseWare management team during its pilot phase. 


Kristin Eschenfelder, Associate Professor, School of Library and Information Studies, University of Wisconsin Madison

Licensing Issues with E-Books: Academic and Public Library Perspectives

Kristin Eschenfelder is an Associate Professor at the School of Library and Information Studies at the University of Wisconsin-Madison. She is also an affiliate member of the Holtz Center for Science and Technology Studies and a member of the Wisconsin Digital Humanities initiative. Her research areas are- Digital intellectual and cultural property, rights management, licensing, the scholarly electronic publishing industry, social informatics, government information. More generally, she is interested in almost everything related to social and cultural aspects of information technologies. She has recently developed an interest in financial literacy stemming from her LIS 202 course and her closet fandom for Planet Money.

She teaches a large undergraduate course called "Digital Divides and Differences in an Information Society" and graduate courses in database design, electronic resource management (how does JSTOR work anyways?), information policy and ethics, web design, research methods and introduction to technology.


Alex Holzman, Director, Temple University Press

Panel discussion: Vendors & Platform Providers

Alex Holzman is Director of Temple University Press. During a thirty-five year career in publishing he has at various times been involved in sales and editorial in both books and journals programs and served as the Digital Publishing Manager, Cambridge University Press, North American Branch from 1999-2003. He was one of five press directors who initiated and led the University Press ebook Consortium Project, which has now merged with the Johns Hopkins e-book initiative for form the University Press Content Consortium, powered by Project Muse. Alex was president of the Association of American University Presses 2008-9 and served on the Association's Board from 2004-2010.


Bill Kasdorf, Vice President, Apex Content Solutions; Metadata Subgroup Lead, IDPF EPUB 3 Working Group

E-Book Standards - EPUB 3: Not Your Father’s EPUB

Bill Kasdorf is General Editor of The Columbia Guide to Digital Publishing and Vice President of Apex Content Solutions, a leading supplier of consulting, data conversion, editorial, production, and content enhancement services to publishers and other organizations worldwide. As past President of the Society for Scholarly Publishing (SSP), Bill has led seminars and spoken widely for publishing industry organizations such as SSP, O’Reilly TOC, NISO, BISG, IDPF, AAP, AAUP, ALPSP, STM, Seybold Seminars, and the Library of Congress.

He currently serves on the IDPF Working Group updating the EPUB standard (and is coordinator of its Metadata Subgroup); the IDEAlliance working group developing the nextPub source format for magazines and other design- and feature-rich publications (chairing its nextPub-to-EPUB Mapping Committee); the NISO eBook SIG; and is Chair of the BISG Content Structure Committee.

Mr. Kasdorf contributed the article EPUB 3: Not Your Father's EPUB to the current issue of NISO’s print and electronic magazine Information Standards Quarterly.


Jennifer Kemp, eProduct Manager, eBooks, Springer

Panel discussion: Publisher and Content Provider Issues

Jennifer Kemp is eProduct Manager of eBooks at Springer in New York. Prior to joining Springer, she was a Publication Manager at Stanford University’s HighWire Press.

Jennifer’s perspective on scholarly publishing is shaped by her career at IBM Research, where she spent several years as the Acquisitions and Electronic Resources Management Librarian.


Jamie LaRue, Director, Douglas County (Colorado) Libraries

Keynote Presentation
E-books: a Library and Publisher Partnership

Jamie LaRue has been the director of the Douglas County Libraries, headquartered in Castle Rock, CO, since 1990. He is the author of The New Inquisition: Understanding and Managing Intellectual Freedom Challenges, and has written a weekly newspaper column for over 23 years. He was the Colorado Librarian of the Year in 1998, the Castle Rock Chamber of Commerce's 2003 Business Person of the Year, and in 2007 won the Julie J. Boucher Award for Intellectual Freedom.


Caren Milloy, Head of Projects, JISC Collections

Money for Nothing and Your Books for Free

Caren joined JISC Collections in 2003 and has negotiated a wide range of agreements for digital content and managed several projects including the JISC national e-books observatory. As Head of Projects, she manages an extensive portfolio of projects that research changes in user behaviors, pilot new business models, create new tools and develop new consortia licensing models. An essential part of this role is to ensure that the projects are delivered in a professional manner and that the recommendations and findings are embedded into the core licensing work of JISC Collections and are communicated to the scholarly sector.

She is currently managing OAPEN-UK, a project that will pilot open access business models for scholarly monographs.


Kari Paulson, President, Ebook Library

Panel discussion: Vendors & Platform Providers

Ebook Library (EBL) launched it’s patron-driven acquisition model in 2004 – the first of it’s kind, incorporating free browsing of ebooks, with pay-per-view access and auto-purchase triggers. Once experimented with by only the most progressive libraries, this sophisticated access model is becoming increasingly popular around the globe. Is this a sustainable model for publishers and for libraries? What can we learn from our experience to date? Where might we take this model? EBL will share information and experience, including statistical analysis, about how this model has affected access and acquisition of ebooks to date and discuss what exciting pilots and projects are next in line.


Steve Paxhia, President, Beacon Hill Strategic Solutions

End Users Speak: Outcomes from Recent Surveys

Steve Paxhia's consulting practice is focused on the strategies and technologies employed by educational institutions and publishing and technology companies. Recently, Steve has served as the senior strategist for the licensed content initiative of the California State University's Digital Marketplace and is advising a number of businesses and universities on the best practices in digital publishing.

He has been involved in the e-book market for over 10 years since he served as Chairman of Rovia -- a start-up that developed secure fully featured e-books for the college market. Steve has considerable experience with custom publishing, licensing of intellectual property, electronic publishing workflow and technology, and EDI. During his 15 years in College Publishing, Steve developed significant experience in Marketing and Sales Management and was the founder of the publishing industry's Pubnet e-commerce and information system that has been deployed in thousands of bookstores across the United States.

Steve is the co-author of comprehensive studies covering Digital Magazines and Newspapers, e-Book Publishing Strategies, and Collaboration and Social Computing.


Sue Polanka, Head of Reference & Instruction, Wright State University Libraries

Panel discussion: Vendors & Platform Providers

Sue Polanka created the award-winning blog No Shelf Required® about the issues surrounding e-books for librarians and publishers. Polanka is the Head of Reference and Instruction at the Wright State University Libraries in Dayton, Ohio and the Vice President/President Elect of the Academic Library Association of Ohio. She has served on Booklist’s Reference Books Bulletin Editorial Board for over ten years, serving as Chair from 2007 – 2010. Her column on electronic reference, "Off The Shelf," appears quarterly in Booklist. She was named a Library Journal 2011 Mover and Shaker for her work with e-books.


Rich Rosy, Vice President & General Manager, Ingram Library Services, Ingram Content Group Inc.

Panel discussion: Vendors & Platform Providers

Rich Rosy is the Vice President and General Manager of Ingram’s Library Services division. Rich is an industry thought leader and brings a wealth of experience to Ingram. His understanding of the e-book marketplace and how libraries adopt them enables Ingram to develop solutions in a manner that meets the needs of its library customers. Rich has been a featured speaker at several key events, such as the Charleston Conference and has been interviewed for several key publications, including Against the Grain and Information Today. Additionally, he has brokered several international consortium agreements with Taiwan and Canada.

Mr. Rosy was previously Vice President and General Manager of NetLibrary, a subsidiary of OCLC (Online Computer Library Center). Prior to joining NetLibrary, Mr. Rosy was Executive Vice President of Centrobe, an EDS company specializing in publishing and customer relationship management services.

Mr. Rosy received his Bachelor of Science degree from the University of Northern Illinois. He and his family reside in Nashville, Tennessee.


Frank Smith, Director, Books at JSTOR

Panel discussion: Vendors & Platform Providers

Frank Smith is Director, Books at JSTOR. Prior to coming to JSTOR in 2011 Frank worked for over thirty years at Cambridge University Press as Editor for History; Executive Editor; Editorial Director (Americas Branch); and Director of Digital Publishing (Global). Frank managed the development and publication, print and digital, of The Historical Statistics of the United States, Millennial Edition (2006), and he led the team that developed Cambridge's academic ebook platform, Cambridge Books Online.


Anne Taylor, Director of Access Technology, National Federation for the Blind

Users, Patrons and Devices: In the Hands of Users

Anne Taylor serves as Director of Access Technology for the National Federation of the Blind. Her main responsibilities include: managing the International Braille and Technology Center for the Blind (IBTC), which is the most comprehensive consumer evaluation center for nonvisual access technology in the world; leading a team of access technology experts who provide feedback to access technology product manufacturers; maintaining a relationship with reputable mainstream IT companies such as Microsoft, Apple, and Diebold to ensure the accessibility of their technologies; participating in the product development of the Kurzweil NFB Reader; as well as leading the planning and implementation of the IBTC's technology training seminars, which are conducted several times a year.

Anne is an expert on all the Braille and speech access technologies in the IBTC and its top specialist in Braille embossers. Born in Thailand, Anne has spent the past seventeen years in the United States. She graduated from Western Kentucky University in 1997 with a degree in Computer Information Systems. She worked for two years with a non-profit organization specializing in job placements for the disabled where her task was to teach students how to use access technology. In addition to her degree in Computer Information Systems and her experience training adults to use computers, she brings a most enjoyable verve to her teaching and writing assignments. "Choosing Your Braille Embosser," a thorough and comprehensive review of the Braille embossers on the market today, was published in the October 2001 issue of the Braille Monitor.