BRIEF Stanford School of Medicine E-Book Pilots January 2013 Jamie Tsui, Stanford EdTech Joe Benfield, Stanford EdTech Dana Lin, MD, Stanford Department of Surgery Julie Williamson, DO, Stanford Department of Pediatric Anesthesia »» To investigate the rapidly growing field of e-books, Stanford School of Medicine piloted the development and use of e-books in two residency programs. »» Although e-books show much promise in usefulness and functionality, their authoring process leaves much to be desired and file format standards are fragmented. »» Residents who used the surgery residency e-book found it overall to be useful and would recommend it to other residents. Traditionally at the Stanford School of Medicine, interns and medical students learn by immersion in busy residency services. Often, residencies provide residents with a “pocketbook guide” to carry in their coats. However, the guides are usually more than 100 pages, are awkward to carry, and are not readily searchable. For these reasons, residents might choose not to carry the pocketbooks, and the appearance of insufficient use can deter some residencies from even creating such a pocketbook. The School of Medicine wanted to assess the potential usefulness and viability of e-books as replacements for the paper pocketbooks in such real-world settings as the clinics and the bedside. E-books are electronic book files that can be opened using a variety of software and hardware. Software for e-book readers can be desktop- or laptop-based, can be specific to operating systems such as Windows and Mac OSX, or can be an “app,” which is software typically specific to mobile devices (such as smartphones or tablets) that run a mobilespecific operating system (e.g., Android, iOS). On the hardware side, popular devices such as the Amazon Kindle and Barnes & Noble’s Nook are specifically intended for e-book reading. The Educational Technology group (EdTech) at the Stanford School of Medicine offers annual mini-grants to faculty and students at the School of Medicine. For the 2011/12 academic year the group selected two hospital residency groups—surgery and pediatric anesthesia— to try out e-books as replacements for the educause.edu/eli traditional pocketbooks. The project focused on the authoring and publishing processes as well as the response of the residents who were to be the eventual users. This led to an assessment of which document formats (EPUB, MOBI, PDF, etc.) and authoring tools (iBooks Author, Vook, Microsoft Word, etc.) made the best fit for faculty-created content. Neither the surgery residency nor the pediatric anesthesia residency had its own Stanfordspecific residency pocketbook, whereas other residencies typically did. The surgery and pediatric anesthesia residencies sought to create their own residency pocketbooks in an electronic format to correct these shortcomings, with content suitable for other institutions as well as a separate Stanford-specific section. Surgery Residency Pilot Project For the surgery residency, the project team— which consisted of Jamie Tsui (Stanford EdTech) working with Dana Lin from the Department of Surgery—created a “Surgery Residency Survival Guide” to address the critical point of transition from clerkships to residency by providing a concise, instantly accessible, action-oriented guide to clinical situations that residents and medical students encounter daily in the surgical wards. Also, to elevate the relevance and utility of the guide in the Stanford context, the last portion of the e-book included logistics and content specific to the Stanford surgical training program, which further orients the trainees and enables them to navigate the system with greater ease and efficiency. ©2013 EDUCAUSE. CC by-nc-nd. 1 EdTech first met with the residency groups to analyze and compare several different e-book platforms and created a comparison table of e-book file types and their features, as well as a comparison table of e-book readers and features. On the basis of our assessment, EdTech suggested the EPUB file format for the surgery group because it is a free and open-source electronic (e-book) standard widely used around the Internet. EPUB files are readable by a variety of devices and programs, including computers, smartphones, and mobile tablets. The format also supports embedded images and hyperlinks, and many applications support enhanced annotation and navigation functions for browsing EPUB files. By using the Vook authoring tool, we would also be able to easily generate a MOBI file (a file format specifically for the Amazon Kindle application and devices) from our source content. The idea was to offer residents the option of using the Amazon Kindle device or application if they preferred. After considering their needs, the surgery group chose the EPUB and MOBI file formats. Figure 1 shows the guidebook as viewed on an iPad. especially when it came to nested unordered/ ordered lists and Vook’s limited formatting functions/options. The specific issues that arose included the following challenges: Vook uses only Heading 1 and cannot create subheadings within the ToC. Only one style was available for bulleted lists. There was no capability to “redo” (Ctrl+Y in Word) to expedite repetitive formatting processes, so formatting large amounts of similar-style text was labor intensive. There is no easy way to create a table within Vook. Greek characters and mathematical symbols were lost and had to be added manually after the formatting issues were corrected. If changes were made after the Vook session “timed out” and the author was unaware (there is no indication that a session has logged out automatically), edits since the last autosave would be lost. Although adding anchors and hyperlinks to text was seamless, Vook allowed anchors to link only to text within the same section— not to anywhere within the book, which would have been useful. After the EPUB/MOBI files were uploaded onto the e-readers, there were minor differences in display (font sizing, display, colors). Table formatting was often lost and looked messy because many e-readers use their own style to display them. Figure 1. The Surgery Residency Guide E-Book in iBooks on the iPad Content Authoring with Vook For the surgery e-book we chose Vook for the ease with which it allows shared authoring and the publishing of EPUB files, as well as the bonus of outputting MOBI files. Its sharedauthoring capability let the content authors work remotely from any web browser and helped expedite both authoring and editing. However, importing the text from its original source as a Microsoft Word document into Vook’s web interface proved troublesome, Ultimately, we were able to work around these issues. Dana Yip, the surgical fellow authoring the content for the surgery e-book, summarized the process this way: “The Vook platform is versatile and relatively straightforward to use.... It definitely has some limitations requiring creative ways to organize and display the text. In the end, the product appeared polished and professional.” Because our goal was to overcome the shortfalls of traditional books, we did not offer a print version of the e-book. Evaluation by Surgical Residents The surgery residency e-book was completed and delivered to all new surgical residents (more than 50 people) in both EPUB and MOBI formats when they arrived in July 2012. Approximately two weeks later, we conducted a usage survey. Overall, residents found the educause.edu/eli 2 guide useful but wished they could have had access to it before starting their surgery residencies, which would have given them more time to review the content before they were inundated with their residency obligations. Residents overwhelmingly (94 percent) said that they would recommend the guide to other surgery residents outside Stanford. Although other apps were also used, 70 percent of respondents said they used the iBooks app to read their e-books. Thirty-eight percent of respondents reported finding the contents of the guide extremely practical (rating of 5/5 on a Likert scale), and the remaining 62 percent said they found the contents very practical or moderately practical (ratings of 4/5 and 3/5, respectively). No residents reported that the content was not very practical or not practical at all (ratings of 2/5 and 1/5). Ninety-four percent reported that it was moderately easy (rating of 3/5) to extremely easy (rating of 5/5) to locate a particular topic within the e-book. Only 6 percent reported that it was not very easy (rating of 2/5) to locate a particular topic within the e-book. Although not all EPUB readers support syncing of annotations, we found storing the file on a cloud storage system, such as Dropbox, sufficient for most user situations. We also found that the MOBI file worked well with the Amazon Kindle’s Send-To-Device service and that the annotation sync across devices also worked seamlessly. Figure 2 shows annotations on the iPad. Figure 2. Sample Annotation in iBooks on the iPad Pediatric Anesthesia Pilot Project For the pediatric anesthesia residency, we created an e-book for residents in the eightweek pediatric anesthesia rotation at Lucile Packard Children’s Hospital at Stanford. The e-book consolidates information from several sources, including an informational website, electronic textbooks, a journal club, and occasional simulation activities. With demanding service requirements and work-hour restrictions, residents have little time to gather for face-to-face teaching sessions. Additionally, case exposure can vary dramatically from month to month, and coordinating a longitudinal and consistent experience over the rotation is difficult. The e-book was designed to provide a site-specific rotation orientation and curriculum that brings the resources of Stanford’s education technology to Stanfordbased learners while remaining applicable to any physician training in anesthesia. Creating Content with iBooks Author The pediatric anesthesia group—which consisted of Joe Benfield (Stanford EdTech) working with Julie Williamson from the Department of Pediatric Anesthesia—chose the iBooks Author format. The project group chose iBooks Author largely because it can accommodate a wide variety of media types and interactive elements in the e-book, which was an important consideration for the pediatric group, and also because EdTech was interested in trying a different system for comparison with Vook. iBooks Author is the word processing software on Mac OS; it exports .iba files for viewing via the iBooks app on Apple’s iOS devices (e.g., iBook, iPad, iPhone). iBooks Author allows the use of images, image galleries, audio, video, animations, HTML widgets, and even simple quizzing. In addition to its multimedia capabilities, iBooks Author is a fairly polished and easy-to-use authoring tool with a relatively low learning curve and several ready-to-use but customizable book templates. We used a standard iBooks Author template as the base for a pediatric anesthesia rotation orientation manual and a chapter on pediatric airway management. Figure 3 illustrates the authoring tool. Most content authors were comfortable with Microsoft Word. Importing text from a Word file, however, required a level of reformatting that made it easier to actually recompose the document within iBooks Author. educause.edu/eli 3 Quizzes were incorporated as pretest measures of learning, but results cannot be saved, individualized, or graded. We hope the quizzing capability will be expanded, as the current workaround is to link to an online assessment system website for these features. “Interactive” images are more accurately described as annotated images. We found the main advantages of iBooks Author to be the beautiful format of the end product and the relative ease of composition without technical expertise in graphic design (see Figure 5). Figure 3. Creating Content in iBooks Author A goal of the project included incorporating all of the available iBooks Author widgets as a means of testing each of their features. These widgets include photo galleries, embedded Keynote slide presentations, quizzes, embedded video clips, “interactive” images (see Figure 4), HTML links, and models that the reader can manipulate to make them appear three-dimensional. Apple offers little official online support for these widgets, but a growing amount of third-party documentation is available through iTunes. Figure 5. Content from the Pediatric Anesthesia Guide, Viewed in iBooks Room for Improvement Figure 4. Pediatric Anesthesia Guide Viewed in iBooks, with Interactive Elements Embedding slide presentations (used for case studies) and video was straightforward and highly effective. Hyperlinking was likewise simple and allowed for linking to private content, such as faculty e-mail addresses or pager numbers, behind authenticated websites. Embedding photo galleries required much more manipulation to achieve a consistent, professional aesthetic. The interactive images (Collada files with the .dae extension) had few applications for our purposes; they are not widely available and were not used. While iBooks Author did allow for several content types, those types and their interactivity did not always live up to our expectations. For example, images occasionally disappeared spontaneously from the page when the orientation of the iPad changed. Other media types remained on the page but required different actions or gestures to engage interactive functionality. For instance, a “flick” may launch an image gallery to full screen but will not expand a still image to full screen. Changing a video to display in full screen requires pressing a button instead of using a gesture. There were disadvantages beyond the difficulty of importing Microsoft Word files. Collaboration is relatively difficult compared with simpler word processing applications, such as Microsoft Word or Vook’s online shared-authoring system. iBooks Author files can be exported and e-mailed, but the e-mailed files did not always display multimedia features correctly when exported to iPads. Also, iBooks Author e-books must be viewed with the iBooks app (see Figure 6), which limits their distribution; moreover, if a fee is to be charged, the e-book can be distributed only by Apple. educause.edu/eli 4 not yet known, as our pediatric anesthesia residency e-book is still in development. Future Directions Figure 6. Sample Pages from the Pediatric Anesthesiology Residency E-Book, Viewed in iBooks on the iPad Although the e-book content itself belongs to the author, the iBooks Author (.iba) format is proprietary and uses undocumented extensions to XML and CSS. Furthermore, we have concerns about how to control distribution of the e-book and whether it is possible to limit access to the e-book to a specific audience. Moreover, at this point there is no way to collect data on how the book is used. In summary, the iBooks Author software can serve to create an attractive document with rich multimedia content, but it is difficult to use in a collaborative manner and Apple controls distribution. The current level of true interactivity with the reader is low, but potential for development is promising. User response is The number of mini-grant applications that EdTech has received shows a clear interest among faculty for content development on e-books. Faculty have requested videos, quizzing, and other interactive elements in e-books—features that are not all widely supported in a standard format. Although we looked at additional proprietary, feature-rich platforms such as Kno and Inkling, we liked the openness of the EPUB format, which lets users choose how they want to peruse the content. We also liked the MOBI format through Amazon Kindle, which allowed the automatic cloud syncing of annotations across devices. Initial impressions are that iBooks Author is promising, but as a standard it is somewhat premature for adoption. Inconsistencies with gestures, lack of documentation and tutorials, and a limited distribution channel make us hesitant to recommend iBooks Author. Overall, it is clear that the available e-book authoring tools cannot fully meet faculty and content-creator expectations for ease of use. Because the e-book field is rapidly expanding and developing, we expect to see better, more user-friendly tools in the future. Also, until there are compelling features to govern the choice of a proprietary platform, such as iBooks Author, we will continue to recommend EPUB as the primary e-book format for content creators, with the MOBI format a close second. The EDUCAUSE Learning Initiative (ELI) is where teaching and learning professionals come to learn, lead, collaborate, and share in the context of an international forum. Members benefit from the expansive emerging technology research and development that takes place collaboratively across institutions. To learn more about ELI, visit educause.edu/eli. educause.edu/eli 5