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NISO Virtual Conference: The Eternal To-Do List: Making E-books Work in Libraries

Wednesday, June 17, 2015
11:00 - 5:00 p.m. (Eastern Time)

Sponsored by:

Today's virtual conference is generously sponsored by IET, The Institution of Engineering and Technology Publishing. 

System Requirements:

  • NISO has developed a quick tutorial, How to Participate in a NISO Web Event. Please view the recording, which is an overview of the web conferencing system and will help to answer the most commonly asked questions regarding participating in an online Webex event.
  • You will need a computer for the presentation and Q&A.
  • Audio is available through the computer (broadcast) and by telephone. We recommend you have a set-up for telephone audio as back-up even if you plan to use the broadcast audio as the voice over Internet isn't always 100% reliable.
  • Please check your system in advance to make sure it meets the Cisco WebEx requirements. It is your responsibility to ensure that your system is properly set up before each webinar begins. 

About the Virtual Conference

From scholarly monographs to textbooks, the range of e-book formats and use cases is rapidly expanding. Libraries are on the front lines of this issue, actively evolving their approach to offering e-books to meet patron needs and expectations. The webinar The Eternal To-Do List: Making E-books Work in Libraries will probe the key issues surrounding e-books from a variety of library, technology, and end-user viewpoints and share experiences of how some libraries have met these challenges.

Participate in the community discussion for advancing e-book distribution and understanding their use, as speakers examine issues such as:

  • How the four stakeholder communities—librarians, publishers, suppliers, faculty and students—are affected by e-book acquisition, usage, and technology changes
  • E-book business models, including various demand driven acquisition (DDA) options, and the impact on collection development, consortial selection
  • Evolving standards and best practices for e-book management
  • Assessment and gauging the value of e-books through benchmarking and case studies
  • The reactions, engagement, and usage trends from student feedback on e-books
  • How e-textbooks are challenging libraries
  • Creating e-book library “wish lists”
  • Roundtable Discussion around the e-book “ecosystem” and perspectives on the e-book supply chain, including acquisition, usage, and technological hurdles for accessibility and discoverability.


11:00 a.m. – 11:10 a.m. – Introduction
Todd Carpenter, Executive Director, NISO

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11:10 a.m. - 12:00 p.m. Keynote Address: E-Books: Promise into Practice
Suzanne M. Ward, Professor and Head of Collection Management, Purdue University Libraries

E-books are as revolutionary a change as the one from scroll to codex two thousand years ago. Now, as then, the transformation is not occurring overnight. While we do not expect several hundred years to elapse before the older format is obsolete, the transition sometimes seems slow and rocky. Ward’s keynote presentation emphasizes that librarians need to understand the pluses and minuses of traditional print-based collection development in order to manage the present transition to e-books successfully. Only then can we shape a future in which library-supplied e-books play a bigger role in our users’ lives. Ward suggests that patron-driven acquisitions (PDA), in concert with other e-book strategies, provides a major avenue for supplying the right e-books at reasonable costs for each library’s user population. She will share the highlights of an analysis of the first three years of Purdue University’s e-book PDA plan. Finally, the presentation looks at the future of collection development in an e-book world and at the changing roles for collection librarians.

Suzanne (Sue) Ward holds degrees from UCLA, the University of Michigan, and Memphis State University. She has worked at the Purdue University Libraries since 1987, where her current position is Head, Collection Management. Professional interests include patron-driven acquisitions (PDA) and print retention issues. She has published two books and over 25 articles on various aspects of librarianship. Her book Guide to Implementing and Managing Patron-Driven Acquisitions was published by the American Library Association in 2012. ALA also published Rightsizing the Academic Library Collection in January 2015.

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12:00 p.m. - 12:30 p.m. Evaluating Academic Ebook Platforms from a User Perspective
Christina Mune, Academic Liaison Librarian, San Jose State University

The continuing growth of ebook purchases through librarian selection and demand driven acquisitions (DDA) has resulted in an explosion of ebook usage in academic libraries. To support informed ebook purchasing decisions at the California State University system an analysis of ebook usability and accessibility features was performed in 2014, called the Ebook Accessibility Project. Using over 25 criteria, 16 major academic ebook platforms were evaluated including ebrary, EBL, EBSCO, Safari, Springer, and Wiley. The evaluation was conducted across platforms (iOS, Windows, Android) and included testing with a variety of the most prominent accessible technologies. This presentation provides a brief overview of the method and the results of this evaluation.

Christina Mune, MLIS, is the head of Digital Initiatives at San Jose State's University Library. She co-coordinates (with colleague Ann Agee) the campus Open Access/OER initiative, which seeks to replace expensive textbooks with Open Access texts, OER and library-owned ebooks to make education more affordable for all students. Her most recent research project, the Ebook Accessibility Project, evaluates the usability and accessibility of academic ebook platforms and their individual titles.

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12:30 p.m. - 1:00 p.m. Making e-books discoverable at Multnomah County Library
Erica Findley, Cataloging/Metadata Librarian, Multnomah County Library
Sandy Macke, Catalog and Metadata Administrator, 
Multnomah County Library

See what Multnomah County Library is doing to make e-books more discoverable. Learn about some of the ways that MCL evaluates and enhances vendor records before adding them to the local catalog. Get tips on Bibliocommons settings and integrations that improve the user experience with e-books in your catalog.

Erica Findley is the Cataloging/Metadata Librarian at Multnomah County Library (OR) and is an active member of the American Library Association where she is an at-large member of their governing Council. She was a 2012 ALA Emerging Leader and is a co-convener of the ALA Think Tank. She regularly hosts “pop-up libraries” when traveling by train or plane. Ms. Findley can be found online at www.ericafindley.com.

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1:00 p.m. - 1:35 p.m. Lunch Break

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1:35 p.m. - 1:45 p.m. Sponsor Spotlight: The Institution of Engineering and Technology (IET) Publishing

Hannah Baldwin, Head of Marketing, Knowledge Services

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1:45 p.m. - 2:15 p.m. E-book Workflows: The Ongoing Challenges of Managing Materials and Improving Discoverability
Molly Beisler, MA, MLS, Head, Discovery Services, Mathewson-IGT Knowledge Center, University of Nevada

Managing e-book workflows is an ongoing challenge, an exercise in adaptation and flexibility to keep a library’s organizational structure and workflows in sync with changing publishing and acquisitions models as well as discovery options. This presentation will look at some of the changes the University of Nevada, Reno, has made within technical services to manage new tools and services such as patron-driven acquisition, increasingly large e-book subscription packages, discovery service platforms, and cloud-based services. This will be accompanied by a discussion of the challenges created by these new tools and services, challenges that illustrate the pressing need for greater standardization in e-book metadata and improved communication among vendors and service providers. Topics discussed will include: How does a library track owned versus leased titles? What complications are caused by poor-quality metadata? How can a library minimize duplication of holdings, both from an acquisitions and a discovery perspective? If a library has a discovery service, how much e-book access can be (reliably) handled through it and what should still be in the library catalog?

Amalia (Molly) Beisler is the Head of Discovery Services at the University of Nevada, Reno. She is part of the Libraries’ assessment team and heads the Virtual User Experience Committee. She has been at UNR since 2003 in various positions, including Head of Metadata and Cataloging, Basque Cataloging Librarian, and Reference Librarian. Before working in academic libraries, Molly was an archivist at the Foundation of the New York State Nurses Association. Her research interests focus on how to connect users to the information they need, in person and online. This interest spans many areas within academic libraries, including studying user behavior, optimizing discovery tools, and examining technical services workflows for ways to improve management of online resources. Her most recent publication is Changing from Single to Separate Records: A Case Study from the University of Nevada, Reno, which outlines the changes UNR has made in pursuit of better and more efficient management of online resources. This general topic was explored in an earlier (2012) article, E-book Workflow from Inquiry to Access: Facing the Challenges to Implementing E-book Access at the University of Nevada, Reno.

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2:15 p.m. - 2:45 p.m. eBooks and the future of libraries
Micah May, Director of Strategy & Business Development at New York Public Library

Micah will discuss trends in library eBooks and his work on Library Simplified , a new open source eBook reader under development at NYPL, ReadersFirst, a movement of libraries advocating for better eBook access for patrons especially by advancing standards based interoperability between systems, and the Library Econtent Access Project (LEAP), an emerging initiative to build great self reliance amongst libraries sourcing eBooks.

Micah to started at NYPL in 2009 as Director of Strategy and is now Director of Business Development, a new function in which he focuses on driving innovation at scale including projects that extended beyond the NYPL. Before joining the library, Micah was a consultant at McKinsey and Co where he helped found a new center for the advancement of problem solving techniques. Micah has a JD from Harvard Law and a BA in Philosophy and Political Science from the University of Colorado at Boulder (magna).

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2:45 p.m. - 3:00 p.m. Afternoon Break

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3:00 p.m. - 3:30 p.m. Technology Evaluation and Meeting the Needs of People with Disabilities
Sue Cullen, M.S., Assistant Director, Accessible Technology Initiative, CSU Office of the Chancellor
Dawn Futrell, MA, Accessible Technology Specialist, CSU Accessible Technology Network (CSU ATN), Accessible Technology Initiative (ATI), California State University Chancellor’s Office

Information and Communications Technology (ICT) is ever changing. In higher education, new applications are continually introduced with a commitment to assure that the technologies work for individuals with physical and learning processing differences and function on mobile devices. The CSU Accessible Technology Initiative (ATI) was established to address accessibility barriers, with a focus on web-based resources and materials, instructional materials, and procurement. Most products are not designed with compliance standards in mind therefore accessibility considerations become part of the product review before or during the process of acquisition. The CSU has created a multi-tier review process that utilizes campus impact to determine the depth of the review needed. The CSU requests, reviews and utilizes the Voluntary Product Accessibility Template from the vendor. An Accessibility Roadmap is developed to address any known accessibility barriers. An Equally Effective Alternate Access Plan (EEAAP) is developed to provide alterative access for individuals with disabilities. The topics for discussion will be a high level overview of what it means to have an accessible product, what a VPAT is and the relationship to the Accessibility Roadmap.

Sue Cullen is the Assistant Director of the Accessible Technology Initiative (ATI) for the California State University (CSU) System. Prior to joining the CSU Office of the Chancellor, Sue served as the campus ATI Executive Sponsor Designee, and created and directed the Universal Design Center (UDC) at California State University, Northridge. Sue trained the professional staff and paraprofessional students at the UDC to provide services to both CSU Northridge and the CSU. In addition, Sue helped build the CSU Accessible Technology Network (ATN), which is comprised of accessibility experts both inside and outside the CSU.

Sue has a national reputation for IT Accessibility expertise, and is regularly called upon to present on IT accessibility and usability topics at national conferences.

Dawn Futrell is an Accessible Technology Specialist for the California State University (CSU) System. She is a member of the Accessible Technology Initiative team at the CSU Chancellor’s Office. She has been involved in ATI activities since 2008, first at the Sacramento State and more recently at the Chancellor’s Office. Dawn has made significant contributions to the ATI implementation in the areas of Procurement and Instructional Materials. Dawn leads the CSU Procurement Community of Practice where she engages community members from all twenty-three campuses in collaborative activities. She also leads several projects in the CSU Accessible Technology Network which provide shared services to the CSU system.

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3:30 p.m. - 4:00 p.m. DDA: How best practices lead to a healthy bottom line
Stephen Bosch, Materials Budget, Procurement, and Licensing Librarian, University of Arizona Library 

DDA programs have been implemented in many places in a wide variety of approaches achieving a wide variety of outcomes. NISO’s NISO RP-20-2014, Demand Driven Acquisition of Monographs (recommended practices) outlines the best ways to implement DDA programs. The University of Arizona has implemented a broad DDA program and their approach is in keeping with the NISO recommended practices. This is a case study of how best practices led to excellent results.

Stephen Bosch has been involved with various aspects of acquisitions, collection development and library administrative services during his 35 year tenure at the University of Arizona. He has held positions as Acquisitions Librarian and Coordinator for Collection Development, Information Access Librarian, Financial and Administrative Services Librarian as well as his current position. Nationally, he has been chair of many ALA committees, and has served on many working groups, advisory boards, and councils focusing on information resource development and management, user needs assessments, licensing issues, and serials / monographs acquisitions. Of his many publications, the most recent is his article on serials pricing that appears each year in Library Journal. He is the 2006 recipient of the American Library Association ALCTS Leadership in Acquisitions Award and has served as Chair of the American Library Association ALCTS Acquisitions Section.

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4:00 p.m. - 4:30 p.m. Academic Libraries and the Scholarly Book Marketplace: Death by 1,000 [paper]cuts?
Michael Zeoli, Vice President, Content Development & Partner Relations, YBP Library Services

The role of the academic library seems to be at high sea (e.g. Clash in the Stacks by Carl Straumsheim, It Takes a University to Build a Library by Dane Ward). Libraries are not alone. Publishers are struggling to navigate the same high seas and for many the outcome is uncertain. Year after year, library budgets are cut and journal prices rise, marginalizing space for the book. In its role as a print and ebook vendor, YBP Library Services is a sort of ‘storm-chaser’ with a privileged view of the ecosystem for scholarly books. YBP will share images of how cuts in paper book acquisitions and new models for ebook collecting have affected our shared marketplace. The litigious atmosphere that has begun to develop between academic libraries and scholarly book publishers over the past several years is a distraction from the real causes of the storm, which lie in our culture and in the revolution in technology. Is the scholarly information system, for books at least, dying a death by 1,000 cuts?

Michael Zeoli is Vice President for Content Development & Partner Relations at YBP Library Services. YBP is a large print and e-book supplier to academic libraries. Michael has worked at YBP since 1996 with a brief pause as Director of eContent Development at ebrary. He has published articles in professional journals, and spoken in professional forums including the Charleston Conference, the Association of American University Presses (AAUP), the Independent Publishers Guild (IPG), and the Frankfurt Book Fair. He lives in Washington, DC.

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4:30 p.m. - 5:00 p.m. Roundtable Discussion 
Moderated by: Todd Carpenter, Executive Director, NISO

Event Slides



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Registration closes on Tuesday, June 16, 2015 at 4:00 pm Eastern.

Registration Costs

  • NISO Member
    • $185.00 (US and Canada)
    • $225.00 (International)
  • Non-Member
    • $245.00 (US and Canada)
    • $285.00 (International)
  • Student
    • $80.00

Additional Information

  • Cancellations made by Wednesday, June 10, 2015 will receive a refund, less a $35 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the virtual conference via e-mail the Friday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions before the start of the webinar.
  • If you have not received your Login Instruction email by 10AM (ET) on the Tuesday before the webinar, please contact the NISO office or email Juliana Wood, Educational Programs Manager at jwood@niso.org for immediate assistance.
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  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact Juliana Wood to provide alternate contact information.
  • Conference presentation slides and Q&A will be posted to this event webpage following the live conference.
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