Edinburgh University Library Committee Agendum 5 E-Books Initiative: proposals for strategic investment in the acquisition and delivery of e-books In June 2007, Library Committee approved the allocation of £100,000 funding within the Materials Budget 2007/08 for major strategic investment in e-books to support teaching and learning. Based on the results of extensive research (which included a market review, discussions with comparator libraries, and horizon-scanning) the paper below offers a considered view of the current e-book marketplace, and offers recommendations for a pilot project to develop a more strategic approach to the acquisition and delivery of e-book content. Current situation In recent years, the Library has acquired or subscribed to a number of major e-book collections, and has purchased a number of individual titles. This includes large historical collections such as Early English Books Online(c.125,000 titles) and Eighteenth Century Collections Online (c.150,000 titles); languagespecific collections such as the Apabi Digital Library of Chinese Books (4,600 titles); and subject-based collections such as Oxford Scholarship Online (c.1,200 titles in humanities and social sciences); Safari, Referex, Knovel (several hundred titles in Computing, Engineering, and Electronics). In addition to these collections, approximately 400 one-off titles have been purchased via the NetLibrary platform, or direct from publishers – usually in response to recommendations from academics and liaison librarians, or arising from requests to provide online course readings via e-reserve. Key drivers for strategic investment in e-book provision Acquisition to date has been on a largely ad-hoc basis, but a more strategic approach is now required. The key drivers include: HUB Collection – the collection will include the Reserve Collection and high use material from Short Loan and General Collections. Formation and use of this collection will provide data to inform e-book acquisition decisions. This will in turn provide 24/7 access to high-use key texts. User demand/acceptance – print only journals are now the exception, with e-journals well established and used extensively within the University, with demand and expectations exceeding what can be provided. Usage increased by 30% in 06/07. The Library continues to invest in current content, but has also acquired a growing collection of journal backfiles. It is anticipated that the demand and use of e-book content will be similar, provided appropriate content is acquired. E-reserve – the growth in demand for this service highlights the use of online course readings across a range of disciplines. Content is aggregated in the relevant VLE, alongside other course materials, and is available to the student wherever and whenever it is required. Scanned material should only be provided where no digital equivalent is available to purchase at reasonable cost. Collections Policy – except for teaching collections, duplicate copies are not currently acquired, and there may be scope to address duplication with e-books Purchasing Models Current e-book collections have been acquired in a variety of ways - outright purchase by the Library, outright purchase by JISC, and by annual subscription. In some cases outright purchase may incur recurrent hosting fees, even if the content is licensed in perpetuity. It is recognized that this mixed approach will continue. As part of the market review a major consideration has been to identify suppliers offering scalable and sustainable purchasing models. The Library will continue to take advantage of national negotiated collections via JISC, and where appropriate will subscribe to major collections which provide key content and value for money, but the Library also needs to work with supplier[s] that provide both the service, and platform functionality that meet our requirements, and facilitate title by title purchase. The University of Edinburgh is part of two major national purchasing consortia, for journals and for books, and the licensing of e-books has become an important factor in negotiations for new services from booksellers. Content There is high demand for electronic textbooks, but very few are available for institutional licensing, as publishers continue to target print sales to the student market. There is publisher resistance to changing this model, but the JISC National E-books Observatory Project, http://www.jiscebooksproject.org/, provides an opportunity to test this premise, and to monitor and evaluate student use of electronic text books. The University is participating in this national project. Library acquisition will continue to focus on monographs and collections which support teaching and research. Aggregated collections and databases will also be reviewed as they become available, particularly where JISC have negotiated national agreements for HE. Collection Development and Acquisition The Library Collections Policy states that an e-preference model exists in relation to the acquisition and retention of material – particularly journals - taking into account financial feasibility, long-term access and user needs. Whilst e-books form part of the e-preference model, it is recognized that a hybrid approach will exist rather than a straightforward replacement of e-books for print. This is due to both the specific requirement for hard copy in many instances, and the limited availability of content in some areas. To support the E-Books Initiative aim of building a critical mass of relevant e-book content during 2007/08, the following steps should be taken: high use print titles in the General Lending Collection and HUB Collection will be matched against key e-book platforms, and this will be used as a primary basis for acquisition via outright purchase academics will be encouraged to consider the suitability of the e-book format as part of the normal recommendation process, and online recommendation forms will be adapted to better facilitate title-by-title acquisition of e-book material acquisition of multiple copies of print books will be capped where an e-book version is available, and a standard formula will be developed and agreed within the context of wider Library Collections Policy E-reserve requests will be assessed and outright purchase of e-books will be initiated where relevant content is available in consultation with academics and Liaison Librarians, additional subject- and publisherbased collections will be assessed and prioritised for outright acquisition Discovery and Delivery Ease of discovery is critical. E-book collections are included in the federated search service, Searcher, which allows searching not just at title level, but of the full text, and this service will be enhanced to include an option to limit searches to e-books. E-books and e-journals are also added to the library catalogue, offering users the choice of print or electronic where both are available. The new AquaBrowser service will present library catalogue results differently, to help users readily identify different formats of the same work, and to allow limiting of searches to e-books. Links and references to the content can be readily embedded in reading lists or on course sites, and integrated with local authentication. The new content and platforms will be publicised and promoted to academic staff and students to ensure that use of the resources is maximized, and information skills training will include e-book content where appropriate. Monitoring and Evaluation During 2007/08, the primary focus of the E-Books Initiative will be the development of a critical mass of e-book content to support teaching, learning and research. In parallel with the collection development activity, a key strand of this pilot project will be monitoring and evaluation of acquired content over a 12 month period to the end of 2008/09. During this time, the uptake in the use of e-books will be monitored and usage data will be analysed, with these results informing subsequent collection development decisions. In addition, feedback will be sought from both academics and students to determine the level of awareness and acceptance of the e-book format. Feedback will be sought through surveys and focus groups, and will cover a range of factors including content awareness, ease of discovery and ease of use. In the longer-term, these results will be considered alongside the outcomes of the JISC National E-books Observatory Project. Key Recommendations for action 1. The E-Book Initiative should be formulated as an 18 month pilot project led by the E-Resources Manager and Acquisitions & Metadata Services Manager, reporting to the Collections Group. At the conclusion of this pilot phase, outcomes will be presented to Library Committee. 2. The E-Books Intitiative funding of £100,000 should be primarily allocated to the acquisition of a critical mass of relevant e-book content during 2007/08. 3. Monitoring and evaluation of the use and impact of acquired content will then be undertaken over a 12 month period to the end of 2008/09. 4. The priorities for acquisition of content are as follows: high use print titles in the General Lending Collection and HUB Collection ongoing title-by-title recommendation of e-book material by academics to support teaching , learning and research e-books will be purchased in response to E-reserve requests, where possible subject- and publisher-based collections will be evaluated as appropriate. Liz G. Stevenson – E-Resources Manager Elize Rowan – Acquisitions & Metadata Services Manager 5 February 2008