Reading toward the future: best practice guidelines for developing tablet lending policies in public libraries. Prepared by Kelly Mitchell Submission date: November 10, 2014. Word count: 4977 Abstract The advancement of mobile technologies is changing the way we learn and access information (American Library Association, 2014). This in turn presents librarians with the challenge of implementing services which meet these changes, whilst maintaining the essence of the library’s core values (Savova & Garsia, 2012; Duncan, 2011). The introduction of the iPad in 2010 has seen tablets become an increasingly popular device for accessing and downloading digital content (Griffey, 2012; Miller, Moorefield-Lang & Meier, 2012; Duncan, 2011). From a librarian’s perspective, tablets have also shown great potential to both optimise service delivery and facilitate the pedagogical ideals of mobile learning (Farley, Murphy & Rees, 2013; Savova & Garsia, 2012). There are a number of public libraries which have successfully implemented tablet lending programs into their lending systems. However, few of these libraries have evaluated and shared the effectiveness of their own lending programs. This in turn, creates a limited availability of information for those seeking research and guidance to make careful and reasoned judgement in developing their own tablet lending programs (Savova & Garsia, 2012). This report aims to begin filling this knowledge gap, by evaluating 30 tablet lending policies from a selected sample of domestic and international public libraries; and to compare these results with available research to form recommended guidelines, which can be shared as examples of good practice for developing tablet lending policies in public libraries. Kelly Mitchell Student Number: N8410097 1 Introduction Purpose There is a limited body of research available which evaluates the effectiveness of existing tablet lending programs in public libraries. Sharing research is important, as it assists librarians to make careful and reasoned judgement when developing their own tablet lending programs. Aim and Objectives This research report aims to begin filling this knowledge gap, by providing a list of policy guidelines based on evaluative research from a selected sample of tablet lending policies from domestic and international public libraries. It is hoped that the guidelines will not only provide examples for good practice; but will also invite further evaluation, organisation and sharing of knowledge to further build on these recommendations, which as suggested by Savova & Garsia (2012, p.205), “…is the very spirit of librarianship”. Scope The analysis will evaluate a sample of 30 tablet lending policies available online from domestic and international public libraries. The results from the analysis will then be compared to available research to form the recommended guidelines. The research for this report has been designed for submission as an assessment piece for a university study course and is limited to 5000 word count. Due to this limitation, the research is not exhaustive and could not discuss all areas needed for consideration. The areas not covered in this report have been highlighted in the ‘Further Policy Considerations’. The research will commence July 21, 2014 and will complete no later than November 11, 2014. Audience The target audience for this research will be: Domestic and international public libraries and their parent organisations Library and Information Service planners and policy creators Librarians Digital content publishers (in particular publishers for e-books and e-learning programs) Kelly Mitchell Student Number: N8410097 2 Background and Literature Review The gathering together and organization of knowledge for the purpose of safeguarding it and ensuring access is the very spirit of librarianship (Savova & Garsia, 2012 p. 205). The advancement of mobile technologies is changing the way we learn and access information (American Library Association, 2014). This in turn presents librarians with the challenge of implementing services which meet these changes, whilst maintaining the essence of the library’s core values (Savova & Garsia, 2012; Duncan, 2011). Since the introduction of the iPad in 2010, tablets have become an increasingly popular device for accessing and downloading digital content (Griffey, 2012; Miller, Moorefield-Lang & Meier, 2012; Duncan, 2011). Although other tablet devices existed prior to the introduction of the iPad, according to Griffey (2012, p.7), “…the combination of hardware and software cracked some code for commercial success that had been dormant previously”. From a librarian’s perspective, tablets show great potential as an effective means for content delivery, which can facilitate the pedagogical ideals of mobile learning (Farley, Murphy & Rees, 2013; Savova & Garsia, 2012). These ideals as suggested by Savova and Garsia (2012, p.209) are, “…to meet learning objectives in ways that transcend geographical limitations and to pursue the use of technologies that best facilitate this aim”. In a reflective discussion exploring the unlocked potential for tablets in mobile learning, Gutsche (2013, Mobilizing Learning, para. 3) states, “As educators focus on 21st century learning strategies, tablets and apps seem like the perfect companions for problem-based, discovery and collaborative learning approaches. The size of a tablet is intimate like a book; indeed many people take them to bed. At the same time, they invite collaboration, being easy to pass around and demonstrate to a small group. Whether enticing students to take charge of their own learning or engaging patrons to enrich their own information-seeking paths, tablets appear to be a primary key to unlocking interaction”. With their diverse range of capabilities, tablets also show great potential to enhance various areas of service delivery. In July this year, an online discussion hosted by American Libraries Live invited a panel of librarians to openly discuss the role libraries are playing in the emerging field of mobile technology; along with the potential challenges and benefits librarians can expect when considering the implementation of tablet devices into their lending systems (American Library Association, 2014). Katherine Messier, the managing director at Johnston - a Rhode Island–based Mobile Beacon which provides broadband service to libraries and other non-profits, discussed how the implementation of tablets within their library had numerous benefits for their staff members which included (but were not limited to): Kelly Mitchell Student Number: N8410097 3 Enabling connectivity ‘on the go’ for staff to locate and check out materials more efficiently. Familiarising staff with new technology and promoting personal skill development. Introducing new services such as computer training, research courses and interactive story time. Source: American Library Association, 2014. Bohyun Kim - a digital access librarian at Florida International University Medical Library in Miami, also noted that tablets can be beneficial for the delivery of presentations at meetings, as they are easy to carry and able to be connected to projectors via HDMI cable (American Library Association, 2014). Bohyun Kim further suggested that, “Carrying an iPad to a meeting is [also] a really good idea because someone at the meeting may ask a library-related question, and you can provide the answer right away” (American Library Association, 2014, para. 18). Are tablets right for our library? With the potential benefits that tablets have to offer, some may ask “should we introduce tablets into our library?” Although librarians are encouraged to embrace new philosophies and technologies, this does not necessarily mean they should always be implemented (Cottrell, 2013; Anderson & Weatherbee (2012). Savova & Garsia (2012, pp. 205-206) suggest that, “Practical and logistical considerations must always be considered when approaching a new library technology…librarians must always exercise careful and reasoned judgement, embracing promising technologies, while resisting those offering only an ephemeral utility that will quickly pass into obsolescence”. Although several public libraries have already successfully implemented tablet lending programs; there is limited research published from these libraries which evaluates the effectiveness of their own tablet lending programs and policies. This has created a limited availability of information for those who may be seeking research or guidance to make careful and reasoned judgement in developing their own tablet lending programs; and highlights a need for more evaluative research to be conducted. Kelly Mitchell Student Number: N8410097 4 Analysis The following comparative analysis aims to begin filling this knowledge gap by evaluating tablet lending policies from a selected sample of domestic and international public libraries. The analysis will compare and discuss the relationships discovered from the sample with available research to form a set of recommended guidelines, to be shared as examples of best practice for developing tablet lending policies in public libraries. Sampling Method The analysis has been conducted using non-probability purposive and judgemental sampling methods. These sampling methods have been chosen to ensure that the sample population selected for the analysis is serving the aims and purpose of the research (Explorable, 2009). Although as cautioned by Changing Minds (2014), these types of sampling techniques can be subject to bias and error; Explorable (2009, When to Use Judgemental Sampling, para. 1) suggests that for qualitative research judgemental sampling is, “…the only viable sampling technique in obtaining information from a very specific group of people”. For this analysis, the ‘people’ are the tablet lending policies from domestic and international libraries which have been made available online to patrons. Data from the selected lending policies has been categorised under the following lending policy criteria as suggested by Miller, Moorefield-Lang & Meier (2012): Type of Device Number of Devices Pre-loaded apps User Eligibility Checkout Conditions Loan Period Late Fees Damage Fees Renewals and Holds The data collected for each of the existing policies can be seen in full in Appendix 1. Limitations The sample population has been limited to only include lending policies which are available online from public libraries with memberships open to the general public. It does not include lending policies from private libraries or those belonging to educational institutions, which require patrons to be enrolled or pre-existing members of their services to attain membership. Kelly Mitchell Student Number: N8410097 5 To ensure the sample population is large enough to uncover any important phenomena to support the aims of the research, a sample size of 30 lending policies from domestic and international public libraries have been selected for evaluation. The sample size has been based on the recommendations set by Charmaz (as cited in Mason, 2010, Guidelines for Sample Sizes in Qualitative Research, para. 3) who suggests that, "…25 [samples are] adequate for smaller projects"; and Griffin & Hauser (as cited in Depaulo, 2000, N=30 as a Starting Point for Planning, para. 2) who suggest, "…an N of 30 reduces the probability of missing a perception with a 10 percent incidence to less than 5 percent”. Due to the sampling methods chosen, reliability cannot be measured. Statistics Canada (2013, para. 3) suggests, “The only way to address data quality is to compare some of the survey results with available information about the population”. However as there is limited information available on existing tablet lending policies in public libraries, research and evaluations from educational and private library institutions have also been included for discussion to provide further evaluation of the results from the sample data. Key Findings It is suggested for the successful implementation of any new technologies into existing lending services, librarians must first approach these endeavours with careful research and planning to ensure that: 1. The tablets are fulfilling an identified need 2. The tablets will provide value for investment, enhancing the delivery of services and general bibliographical aims both in the present and in the future. Source: Cottrell, 2013; Miller, Moorefield-Lang & Meier, 2012; Savova & Garsia, 2012. When investigating the need for tablet devices, research suggests that librarians should aim to consider answering the following questions: The organisational size of the library. For larger libraries there may be possibility for replication or integration of the program across more than one branch? The physical size of the library and the space it has to accommodate new resources The current demographics and size of the community the library serves What can the tablet(s) do that other technologies (e.g. e-readers, netbooks) cannot? Who will be using the tablets? How will users be using the tablets? Where will users be using the tablets? Kelly Mitchell Student Number: N8410097 6 Who will support and maintain the tablets? Is there an interest in continuing to explore the possibility of tablets? Who will stay up to date on updates etc.? Does it fit the technology and strategic plans of the library and support the mission statement? Source: Miller, Moorefield-Lang & Meier, 2012; Quinn & McCallum, 2012. Librarians can seek answers to these questions through conducting various investigative methods with staff and patrons which include: Focus groups and interviews Surveys (online and in person) Observational research Seeking anecdotal evidence Source: Miller, Moorefield-Lang & Meier, 2012; Quinn & McCallum, 2012. Cottrell (2013) emphasis’ that for public libraries in particular which are governed and funded by a parent or third organisation, the identification and justification for needs of a new service is especially crucial, as Cottrell (2013, p.48) states, “Without relevancy, nothing else matters, and financial support will not flow”. The following sections further discuss the key relationships discovered, which are categorised under the policy criteria as suggested by Miller, Moorefield-Lang & Meier (2012): Type of Tablet Device The analysis showed that although there was a strong preference toward to loan of iPad devices, this may not be ideal for all lending programs. The statistics below indicate that the tablet market is now increasingly fragmented (Allure Media, 2013). Table 1 – Global market share of leading tablet vendors 2012- 2014 (% of shipments) Kelly Mitchell Student Number: N8410097 7 Source: Allure Media, 2013. With new devices and competitors continuously being introduced to the tablet market, it is important to not assume there is a ‘one device fits all’ solution. Research should be conducted to seek all available solutions; and which of these solutions would best fulfil the identified need and provide the best value for investment, both now and in the future (American Library Association, 2014; Quinn & McCallum, 2012; Savova & Garsia, 2012). It is important to note that the best solution may also incorporate a blend of more than one type of device; this is something librarians should also consider when developing their tablet lending programs. Number of Tablet Devices The number of iPads available for loan varied between policies examined in the analysis. Research suggests factors which would influence the number of devices purchased to support tablet lending programs include: The size of the library and number of users The identified user needs Allocated spending budget for technology Alignment with the Library’s own strategic/technology plans mission statement and Source: Miller, Moorefield-Lang & Meier, 2012; Quinn & McCallum, 2012. Anderson & Weatherbee (2012) suggests that running a soft launch of the lending program with a small number of devices may be also beneficial, as it can assist with gauging the level of interest and feedback from patrons and staff on the program. This allows librarians opportunity to make further refinements to policies and purchasing decisions before implementing the program on a larger scale. Pre-loaded Apps Pre-installed apps on devices varied between lending policies and the types of apps loaded on the devices were dependent on the intended user group. Some libraries also offered a detailed list of pre-loaded apps which could be viewed from the library webpage. This would be beneficial to patrons who can only loan the tablets for a short period of time and want to view what apps are available prior to their loan period to maximise their user experience. However with the marketplace of apps continuously growing, the decision for which apps to purchase and pre-load onto devices can be problematic. Grim & Gallaher (as cited in Polanka, 2012) suggest librarians should avoid preloading apps which are time consuming or require the creation and customisation Kelly Mitchell Student Number: N8410097 8 of an account, as it is unlikely that patrons will be able to take full advantage of these apps during the loan period. “iPads are ideally suited as, and designed to be, personal devices for individuals; [so when] sharing devices among a large group of people… by default means users are not able to take full advantage of the functionality of the iPad” (Grim & Gallaher as cited in Polanka, 2012, Observations and Future of the Program, para. 1). Thompson (2011) also suggests librarians should implement easy ways for patrons to suggest new apps (such as suggestion forms placed in the library) and set a maximum budget which they are willing to spend on each app, or on the entire app library. User Eligibility All policies specified requirements the patron had to meet to be eligible to loan the device. The most common eligibility requirements found from the analysis were that a patron must: Be an existing member of the library and in current good standing. Present additional photo identification e.g. licence or passport in addition to their current library membership Complete and sign a user agreement prior to loaning the tablet device Be over 18 years of age to loan the device. In the case where the patron was under the age of 18, a parent or guardian had to acknowledge and sign the user agreement for the loan of the device under their own name. Libralante (2013, para. 5) suggests that requiring patrons to sign user agreements makes lending policies becomes less transparent; it also prompts patrons to, “…reconsider borrowing the iPads if they cannot afford the replacement costs”. To optimise the efficiency of their lending process, the Texas A&M University– Commerce library implemented a filing system which required the patron to complete the user agreement only upon the initial checkout of the tablet device. Once the form was completed, a copy of the signed agreement was then stored on the patron record with a message indicating that the form is “on file” (Anderson & Weatherbee, 2012). According to Anderson & Weatherbee (2012, Circulating, para. 1), “This procedure eliminates the need for a signed form for every subsequent equipment checkout”. This approach may be desirable for librarians who need to simplify the management of this process, or who are operate under strict time constraints. To avoid the paperwork and time restraints associated with user agreements, the Portsmouth Public Library (2014) implemented a different user eligibility process which required patrons to exchange a current form of photo identification (such as a licence or passport) for the tablet device. This ID would then be returned to at the end of the circulation when the device is returned (Portsmouth Public Library, 2014). Kelly Mitchell Student Number: N8410097 9 This practice may also be recommended for librarians who do not want to implement signed user agreements, but still want to implement methods for user authentication before loaning the device. Checkout Conditions Most lending policies specified the patron was required to check out and return the tablet to a staff member present at the reference desk within the library. Although no research suggests why this policy may be preferred, potentials benefits of this process would: Enable staff to inspect and assess the physical condition of the device to note any damage. Ensure private data is successfully removed from the device before its next circulation. Provide the patron an opportunity to ask any questions regarding the device or lending policy. Loan Period There was a strong preference toward loaning tablets for short periods of time (up to 4 hours) for use inside the library over longer loan periods (7 days+) which allowed patrons to borrow and use the devices at home. Two reasons which may contribute to why short loan periods in house were preferred include (but are not limited to): The devices are able to be loaned fully charged. This would eliminate the need to loan the device with a power adapter and cable. According to Capdarest-Arest (2013, Loan Policies, para. 1), “A fully charged device could be checked out in its protective case, and, as the iPad has a long battery life (approximately ten hours), borrowers would not have to charge the iPad during the loan period or risk losing the charging accessories”. Would increase availability and give greater opportunity for patrons to borrow and experience the device. Grim & Gallaher (cited as in Polanka 2012, Moving toward the Pilot Launch, para. 2) state that for their tablet lending program at Oberlin College library, “The decision to circulate on a three-hour loan was based on the goal to have as many students use the iPad as possible during the pilot yet provide each borrower with adequate time to explore the iPad’s functionality and potential uses”. Late Fees and Damage Fees There was a strong preference for lending policies to specify conditions which held the patron accountable for loss/damage or late return of devices during their loan period. Although fine costs varied between policies, it was evident that the cost of the Kelly Mitchell Student Number: N8410097 10 fines increased with the duration of time that the devices were overdue. Once overdue for a specified period of time, some polices deemed the device ‘lost’ and charge the patron for a replacement device, as per the conditions set in the user agreement. Libralante (2013) recommends imposing strict penalties for the late return of tablet devices as it demands accountability from patrons. Grim & Gallaher (as cited in Polanka 2012) also suggest setting strict penalties can be beneficial, as they act as a deterrent for the mistreatment of devices and reinforce responsible lending behaviour. Grim & Gallaher (as cited in Polanka 2012) also noted that by implementing strict overdue and damage penalties to their policy at Oberlin College library, they observed there were no issues with loss or damage to the devices during the first semester of their program. Hold and Renewal Policies There were mixed preferences when it came to the reservation and renewal for devices. While some policies permitted patrons to reserve and renew loans for tablets, others specified a strict ‘first come first served policy’. Thompson (2011, iPad Procedures and Policies, para. 5) states at the Briar Cliff University library, “We use a reservation system rather than a first-come-first-serve or waiting list approach. This allows faculty to reserve an iPad in advance for conferences, and it allows students to plan around their schedules”. However Anderson & Weatherbee (2012) expressed concerns for enabling holds and renewals for the tablets, suggesting that it may lead to inadequate supply and impact fair opportunity for patrons to loan the devices. Grim & Gallaher (as cited in Polanka 2012, Observations from the First Full Semester, para. 3) also noted that the Oberlin College library decided against allowing renewals for their tablet devices stating, “…it would undoubtedly have resulted in iPads sitting on the shelf waiting for a specific user rather than [being] in use’. Methods for Feedback Designing methods to obtain and evaluate user feedback on lending programs is important for librarians to consider as it can: Provide insight into user experience and identifies areas of policy which may require adjustment or change to facilitate user needs. Establish relevancy and provide further justification for funding and resources toward new technology and services. Kelly Mitchell Student Number: N8410097 11 Provide knowledge and guidance to other librarians seeking information on existing tablet lending policies. Source: Capdarest-Arest, 2013; Grim & Gallaher (as cited in Polanka 2012). Like the user analysis, some methods of measuring feedback which libraries can implement into their tablet lending programs include (but are not limited to): In person and online surveys Feedback or comment boxes Monitoring device loan activity In person conversation/ interviews with staff and patrons Source: Capdarest-Arest, 2013. An example of a feedback survey which was utilised by the L.E. Phillips Memorial Public Library for their iPad lending program can be seen in Appendix 2. Discussion The review of literature and comparative analysis identifies that tablet lending policies first and foremost, should be developed to best serve the intended user’s needs and support the mission and technological aims of the library (Savova & Garsia, 2012; Duncan, 2011). Although intended user groups for each policy varied, there were a few key consistent themes and relationships which were highlighted in the analysis. These consistent themes have been developed into the following recommended policy guidelines, as examples for best practice in the lending of tablet devices in public libraries. Recommended Guidelines: 1. Librarians should first and foremost conduct research to ensure that the introduction of tablet devices to their lending systems will be fulfilling an identified need and provide value, enhancing the delivery of services and general bibliographical aims both in the present and in the future (Cottrell, 2013; Miller, Moorefield-Lang & Meier, 2012; Savova & Garsia, 2012; Duncan, 2011). 2. The decision for the type and number of devices to support the lending program should be based on which solution best meets the identified need and provides the best value for investment (Cottrell, 2013; Miller, MoorefieldLang & Meier, 2012; Savova & Garsia, 2012. These solutions may also include the integration of more than one type of device into the lending program. Kelly Mitchell Student Number: N8410097 12 3. Apps pre-loaded onto devices should be chosen with the intended user group in mind. Librarians are recommended to avoid installing apps which are time consuming or require creation or setup of a personal user account, as it’s likely that the patron will not be able to take full advantage of these apps within the loan period (Grim & Gallaher as cited in Polanka 2012). 4. Implement easy ways for patrons to suggest apps (such as suggestion forms) and set a maximum budget the library is willing to pay for each app, or are willing to spend on the entire app library (Thompson, 2011). 5. Implement methods to enforce user accountability and verification. Whether this is through methods such as a user agreement, or by requesting an additional form of photo identification (such as a passport or drivers licence) before loaning the device. This will not only verify the user and enforce accountability, but can act as a deterrent for the mishandling and late return of devices (Portsmouth Public Library, 2014; Libralante, 2013; Anderson & Weatherbee, 2012). 6. A two tier penalty structure is recommended for the late return of devices: 1. A single fee is charged per loan period that the device is overdue. 2. Once the device is overdue for a specified number of days, the device is deemed ‘lost’ and the patron would be charged for the replacement of the device. (Anderson & Weatherbee, 2012; Grim & Gallaher, as cited in Polanka, 2012). 7. Devices are recommended to be checked out and returned to a staff member present at the reference desk for each circulation. This enables staff to check the physical condition of the device and ensure private data is removed before its next circulation. This policy also gives the patron the opportunity to any questions they may have before checking out or returning the device. 8. Decisions for loan periods should be based on preliminary research and the needs identified in the user analysis. Although it is beneficial to allow patrons to borrow devices to take home to experience, it is recommended that devices should be loaned for use inside the library for short loan periods. This allows tablets to be loaned fully charged without the power adapter (CapdarestArest, 2013). It also reduces the risk of loss and damage to accessories and increases the availability of the device for loan, creating fairer opportunity for patrons to test and experience the device (Capdarest-Arest, 2013; Grim & Gallaher as cited as in Polanka 2012). 9. Decisions for permitting holds and renewals for devices should be dependent on preliminary research and the needs identified in the user analysis. However, this practice is generally not recommended to ensure that there is still adequate supply available for other patrons to loan; and to ensure that reserved devices are not sitting idle or unused for extended periods of time (Anderson & Weatherbee, 2012; Grim & Gallaher (as cited in Polanka 2012). Kelly Mitchell Student Number: N8410097 13 10. Librarians are recommended to implement methods for feedback of their lending programs, as it provides valuable insight into user experience and identifies any areas of policy which may require adjustment (Capdarest-Arest, 2013; Grim & Gallaher (as cited in Polanka 2012). 11. Librarians are encouraged to share feedback and evaluations of their lending programs, as it provides knowledge and guidance to those seeking information to make careful and reasoned judgement to develop their own tablet lending programs and policies. Further Policy Considerations Further areas of policy development which have not been discussed in this report due to word count limitations, but are still important for librarians to consider include: Location: Where the devices will be stored and charged when not in circulation Accessories which are available with the devices (headphones, keyboards, HDMI cable etc.). Support and maintenance procedures for the devices Training programs for staff and patrons Compliancy with other policies such as privacy, security & copyright e.g. account setup and restore procedures to clear patron data after the device has been returned. Source: American Library Association, 2014; Anderson & Weatherbee, 2012; Miller, Moorefield-Lang & Meier, 2012; Quinn & McCallum, 2012. Although there is no single recommended solution for each of the above considerations, due to each type of tablet having its own specifications and capabilities, Appendix 3 provides examples of solutions which libraries have implemented to support these considerations in their tablet lending programs. Conclusion and Recommendations for Future Research The advancements of mobile technologies are changing the way we learn and access information (American Library Association, 2014). It is important for librarians to be aware of these changes and to adapt their services to support these changes whilst maintaining the essence of the library’s core values (Savova & Garsia, 2012; Duncan, 2011). However as with any new technology of philosophy, librarians are cautioned to make careful and reasoned judgement before implementing tablets to their lending systems (Savova & Garsia, 2012). Kelly Mitchell Student Number: N8410097 14 As it there is limited research available which evaluates the effectiveness of existing tablet lending programs in public libraries, this can make it difficult for librarians to exercise careful and reasoned judgement. The research for this report although not exhaustive, has aimed to start filling this knowledge gap by providing a list of recommended policy guidelines based on literature and a comparative analysis of existing tablet lending policies from a selected sample of domestic and international public libraries. It is hoped these guidelines will not only provide examples of best practice for the lending of tablet devices in public libraries; but will also invite the further gathering, organisation and sharing of knowledge to further build on these recommendations, which as suggested by Savova & Garsia (2012, p.205), “…is the very spirit of librarianship”. Kelly Mitchell Student Number: N8410097 15 References Anderson, S. & Weatherbee, S. (2012). Growing a Technology Equipment Service in an Academic Library. Retrieved October 16, 2014, from: http://www.infotoday.com/cilmag/jul12/Anderson-Weatherbee--Growing-aTechnology-Equipment-Service-in-an-Academic-Library.shtml American Library Association. (2014). Left to Our Devices: What librarians need to know about tablets and mobile apps. Retrieved October 14, 2014, from: http://www.americanlibrariesmagazine.org/article/left-our-devices Capdarest-Arest, N. 2013. Implementing a tablet circulation program on a shoestring. Journal of the Medical Library Association, 101 (3), 220-224. Retrieved October 12, 2014, from: http://www.ncbi.nlm.nih.gov/pmc/articles/PMC3738084/ Changing Minds. (2014). Purposive sampling. Retrieved October 10, 2014, from: http://changingminds.org/explanations/research/sampling/purposive_sampling .htm Cottrell, T. (2013). Good libraries are expensive libraries? The Bottom Line, 26(2), 47–51. Retrieved October 8, 2014, from: http://www.emeraldinsight.com.ezp01.library.qut.edu.au/doi/full/10.1108/BL04-2013-0009 DePaulo, P. (2000). Sample size for qualitative research: The risk of missing something important. Retrieved October 14, 2014, from: http://www.quirks.com/articles/a2000/20001202.aspx Duncan, Ross. (2011). Ebooks and beyond: Update on a survey of library users. Australasian Public Libraries and Information Services, 24(4), 182-193. Retrieved October 16, 2014, from: http://search.informit.com.au.ezp01.library.qut.edu.au/documentSummary;dn= 759456570471199;res=IELHSS Explorable. (2014). Judgmental Sampling. Retrieved October 12, 2014, from: https://explorable.com/judgmental-sampling Farley, H., Murphy, A. & Rees, S. (2013). Revisiting the definition of Mobile Learning. Retrieved October 9, 2014, from: http://www.ascilite.org/conferences/sydney13/program/papers/Farley.pdf Griffey, J. (2012). The rise of the tablet. Library Technology Reports, 48(3), 7-13. Retrieved October 14, 2014, from: http://search.proquest.com/docview/1011631988?accountid=13380 Kelly Mitchell Student Number: N8410097 16 Gutsche, B. (2013). Tablets and Apps: A World of Possibility. Retrieved October 16, 2014, from: https://webjunction.org/news/webjunction/Tablets_Apps_World_of_Possibility. html Libralante. (2013). Starting an iPad Lending Program. Retrieved October 9, 2014, from: http://libralante.wordpress.com/2013/05/02/starting-an-ipad-lendingprogram/ Mason, Mark (2010). Sample Size and Saturation in PhD Studies Using Qualitative Interviews. Forum Qualitative Sozialforschung / Forum: Qualitative Social Research, 11(3), 8. Retrieved October 12, 2014, from: http://nbnresolving.de/urn:nbn:de:0114-fqs100387 Miller, R., Moorefield-Land, H., Meier, C. (2012). Integrating Ipads and Tablet Computers into Library Services [Powerpoint Presentation]. Retrieved October 12, 2014, from: http://www.alatechsource.org/blog/2012/03/continuing-the-conversationintegrating-ipads-and-tablet-computers-into-library-service Nichols, J., Hussong-Christian, U., Ordway, R. (2014). Customizing Android Tablets for a Shared Environment. Retrieved October 12, 2014, from: http://journal.code4lib.org/articles/9482 Polanka, S. (2012). No Shelf Required 2: Use and Management of Electronic Books. Retrieved October 12, 2014, from: http://books.google.com.au/books?id=vNNdPX8K8ZEC&pg=PT281&lpg=PT2 81&dq=evaluation+library+ipad+lending+program&source=bl&ots=pwk7iq8DV F&sig=yo4Kr9Y_66x81MNw2AbUSatZPTI&hl=en&sa=X&ei=2GozVLqZNc3co AT7qIKICA&ved=0CBwQ6AEwADgK#v=onepage&q=evaluation%20library%2 0ipad%20lending%20program&f=false Portsmouth Public Library. (2014). Borrow a Tablet. Retrieved November 1, 2014 from: http://www.cityofportsmouth.com/library/tablet.htm Quinn, S. & McCallum, I. (2012). Living Learning Libraries: Standards and guidelines for NSW public libraries 4th edition [PDF Document]. Retrieved October 12, 2014, from: http://www.sl.nsw.gov.au/services/public_libraries/docs/living_learning_librarie s2012.pdf Savova, M., & Garsia, M. (2012). McGill library makes E-books portable: E-reader loan service in a canadian academic library. Portal: Libraries and the Academy, 12(2), 205-222. Retrieved October 12, 2014, from: http://search.proquest.com/docview/1013842229?accountid=13380 Kelly Mitchell Student Number: N8410097 17 Statistics Canada. (2013). Non-probability sampling. Retrieved October 16, 2014, from: http://www.statcan.gc.ca/edu/power-pouvoir/ch13/nonprob/5214898eng.htm Tech Logic. (2014). MediaSurfer. Retrieved October 20, 2014, from: http://www.techlogic.com/mediasurfer/ Thompson, S. (2011). Setting up a library iPad program: Guidelines for success. Retrieved October 16, 2014, from: http://crln.acrl.org/content/72/4/212.full Kelly Mitchell Student Number: N8410097 18 Appendices Appendix 1: Data sample Policy 1: Cedar Rapids Public Library Library Name Cedar Rapids Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.crlibrary.org/elibrary/tablet-lendingprograms/ Google Nexus 7 tablet (Number of devices not given) 3M Cloud Library (eBooks) Overdrive Digital Library (eBooks & audiobooks) Zinio (Magazines) Chrome (Internet Browser) CRPL Catalog 1 tablet per library card Not provided Can borrow to take home for up to 7 days $1 per day overdue Nexus 7 Tablet $220 Protective Sleeve $20 Case $10 Charger $15 Entire package $250 No holds or renewals allowed No holds or renewals allowed Not specified Policy 2: Brooklyn Public Library Library Name Brooklyn Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Kelly Mitchell Policy Requirement http://www.bklynlibrary.org/tablets Google Nexus 7 tablet (1000 devices across Bay Ridge, Brighton Beach, Canarsie, Coney Island, Fort Hamilton, Gravesend, Gerritsen Beach, Jamaica Bay, Kings Bay, Mill Basin, Red Hook, Sheepshead Bay, Sunset Park and Ulmer Park Libraries). BPL’s mobile application for catalog OverDrive Media Console 3M Cloud Library Project Gutenberg English Language Dictionary language learning apps research based apps Google Play & Magazine Goodreads, IReadItNow current affairs apps. Valid BPL Library Card and acceptable I.D. Must be returned to a staff member Student Number: N8410097 19 Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Up to 14 days if taken home. Tablet must be returned to the same branch it was borrowed from. $1 per day. If the Tablet is 28 days overdue, the account will be blocked and a replacement fee of $272 will be charged. If the device is damaged the user will be blocked from the lending program and charged a replacement fee of $200. If the user is under 13 years of age, the user’s parent/guardian will be held responsible for any lost or damaged materials as part of the user agreement. Up to three renewals No holds Yes Policy 3: L.E. Phillips Memorial Public Library Library Name L.E. Phillips Memorial Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy 4: City of Commerce Public Library Kelly Mitchell Policy Requirement http://ecpubliclibrary.info/services/libraryservices/ipads.html iPad Air. 32 devices will be available for external checkout periods up to one week; limited to users who are 18 years or older. Another 6 will be available for inlibrary use for 4 hour periods. Pre-loaded with 20 e-book titles 4 audiobooks Library of free apps (not specified) Shortcuts to websites (not specified) Only current MORE consortium library cardholders in good standing may borrow a device. Must be 18 years of age or older to check out an iPad. Photo ID is also required (e.g. driver’s licence, State ID, Military ID, Student ID or passport photo). Checkout from a staff member Available for internal loan for up to 4 hours. Available for external loan for up to 14 days Internal: $25 if returned to an unattended desk. $5.00 for every 15 minutes that the device is overdue. No grace period. External: $10 per day. Maximum fine is $100.00 Up to $800.00 for the iPad Air and/or accessories if lost, stolen or damaged while checked out. The library will not accept a replacement iPad Air or accessories purchased by the customer. Loan is not renewable. Yes. Holds can be placed on the iPad Airs that are checked out for 14 days. Yes Student Number: N8410097 20 Library Name City of Commerce Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.cityofcommercepubliclibrary.org/librar y/?q=content/e-readers-and-tablets Nook HD (number of devices not specified) Not specified Patrons over 18 may borrow the mobile devices. Patrons must have a valid City of Commerce Public Library card and be in good standing (under the $10 maximum fine threshold) and a picture ID. Patrons must have signed the Mobile Device Borrower Agreement form signed and on file in order to checkout a mobile devices. Mobile Devices are loaned on a first-come, first-serve basis. One Mobile Device per person. Mobile devices may be checked out during all posted library hours, however they must be returned to the circulation desk before closing. Devices must be returned to the same location they were checked out from. Can borrow to take home for up to 7 days $10 per day Billed for reasonable repair or replacement costs up to $450 if the mobile device or components are damaged, lost, or stolen or $10 per minor cosmetic damage and up to $50 dollars per peripheral lost or damaged. No renewals available No holds available Yes Policy 5: Harrison Public Library Library Name Harrison Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Kelly Mitchell Policy Requirement http://www.harrisonpl.org/laptops.php iPad Air (2 devices) iPad with retina display (8 devices) iPad 2 (1 device) Not specified. Only Westchester Library System cardholders may borrow a tablet or laptop. The borrower must present either: A) a valid driver’s license; or B) another form of valid photo I.D. The I.D. will be held, with the borrower’s library card, at the Circulation Desk until the tablet or laptop is checked back in by Library staff. Tablets can be checked out from the circulation desk. For use inside the library for up to 2 hours $10 per hour Repair cost up to replacement cost + $20 processing fee Student Number: N8410097 21 Renewals Holds Is a user agreements/ contract specified? No renewals available. Only one tablet allowed to be borrowed per day. No holds available. Tablets are loaned on a first come first served basis. Yes Policy 6: Garfield County Public Library Library Name Garfield County Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ Kelly Mitchell Policy Requirement http://www.garfieldlibraries.org/sites/gcpld/files/L aptop_and%20_Tablet_Loan_Policy%20%282% 29.pdf iPad 2 (40 devices) iPad Retina 4 th Gen. (5 devices) Not specified. Available for loan to adult patrons (18 or older) in good standing. A full privileges library card must be presented at check out. Adults can checkout laptops and tablets for use by minor’s under the age of 11 and are expected to supervise the minor during use. Adults may give permission for minors between the ages of 12 and 17 to check out laptops or tablets. Permission must be given by the responsible person on the minor’s account in person at the library’s service desk. Laptops and tablets are available for loan on a first-come, first-served basis at the Circulation Desk. Laptops and tablets are loaned for in-library use only and are not to be taken from the library. Laptops and tablets should never be left unattended. All users must abide by the Internet Policy. The library reserves the right to restrict or terminate computer use privileges of any patron who is misusing or abusing library equipment or not acting in accordance to library policy. For use inside the library for up to 2 hours. Must be returned 15 minutes prior to library closing. $10 per hour. Maximum fine $100. The user or responsible adult assumes full financial responsibility for a lost, stolen, or damaged laptop or tablet. A repair fee will be levied for damaged laptops or tablets based on the cost of the repairs plus a processing fee. Replacement fees for the laptop or tablet, power cord and adapter, or carrying case will be charged at current cost. Renewals are not available. Holds are not available. YES Student Number: N8410097 22 contract specified? Policy 7: Grafton Midview Public Library Library Name Grafton Midview Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.graftonpl.lib.oh.us/tablets iPad Mini, Google Nexus 7 and Kindle Fire HD (number of devices not specified). Tablets are preloaded with a selection of apps and public domain books/audiobooks. Patrons may request installation of specific apps from staff. Patron must have a current adult Grafton library card with fines under $5.00 and leave a current driver’s license with staff. Patrons under 18 may use a tablet, but must have a parent/guardian present to supervise usage and to read and sign the Electronic Tablet Use Policy. Can be borrowed from the Information Desk For use inside the library up to 1 hour Not specified Replacement costs for damage, loss or theft are the patron’s responsibility and will vary depending on the device. Usage is limited to 1 hour but may be extended at patron’s request if there are no reservations Not specified Yes Policy 8: Hudson Public Library Library Name Hudson Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.masslib.org/Resources/Documents/iP adLending%20MLA%20presentation.pdf (this is a presentation outlining the service which contains a copy of the policy). Ipad 2 (number of devices not specified) Not specified A valid library card and photo ID. Must be returned to the reference desk in person within 2 hours of checking out and no later than 1 hour before the library closes. 2 hours Not specified Ipad replacement $700 Case $25 Power adapter $20 Not specified. No hold available. First come first served basis. Yes Policy 9: Saugerties Public Library Kelly Mitchell Student Number: N8410097 23 Library Name Saugerties Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://saugertiespubliclibrary.org/files/2013/07/Childrens iPad-Loan-Agreement.pdf iPad (1 device) iPad 4 (11 devices) iPad 2 (6 devices) Tablets are preloaded with a selection of apps and public domain books/audiobooks. iPads are lent only to Town of Saugerties patrons with library accounts in good standing. Child must have a parent/guardian’s signature on this Agreement. A child under the age of 13 using the device in the Children’s Room must be under the guidance of an adult. The iPad must be returned to a Library staff member in the Children’s Room no later than 30 minutes before the library closes. Do not return the iPad to an unattended desk. A limit of 1 iPad may be borrowed per library card at a time For use in the library for up to 1 hour Not specified. If the iPad or its case is stolen, lost, or damaged, the borrower/user is fully responsible for this replacement (iPad: $499; Case: $60). Option to check out one time for an additional 1 hour from the time of renewal if there are no other requests for the iPad. Not specified. Yes. Policy 10: Newport Beach Public Library Library Name Newport Beach Public Library Evaluation Criteria Policy Requirement Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Kelly Mitchell http://www.newportbeachlibrary.org/about/policy/laptopipad policy iPad (number of devices not specified). Not specified Customers must present a valid NBPL card and be current in the Library's circulation system. All customers will be required to provide a valid photo identification that will be held at the desk where the customer checked out the laptop or iPad. Student IDs will be accepted as valid identification as long as they have a photograph and are current. iPads may be checked out at the reference desk at the Central Library. Customers are limited to one checkout of a laptop or iPad per library cardholder. iPads checked out less than 2.5 hours before closing are due to the Reference Desk at Central or Circulation Desks at the branches 30 minutes before closing. For use in the library for up to 2 hours Not specified There is a replacement charge for damage or loss of the laptop and/or its peripherals of up to $1200.00. There is a replacement charge for damage or loss of the iPad and/or Student Number: N8410097 24 its peripherals of up to $400.00. iPads may be renewed for additional 2 hour periods as long as one iPad is available for check out. No holds available. Ipads are loaned on a first come first served basis. Yes Renewals Holds Is a user agreements/ contract specified? Policy 11: Berkeley Public Library Library Name Berkeley Public Library Evaluation Criteria Policy Requirement Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? http://www.berkeleypubliclibrary.org/sites/default/files/files/i nline/laptop_program_facts_and_contract_v2.pdf iPad (number of devices not specified) Not specified You must have a Berkeley Public Library account in good standing. Library Accounts are blocked from use when they have fines in excess of $10. You must read, understand and sign the Berkeley Public Library Laptop/iPad Use Agreement. For children ages 13 and younger the Laptop/iPad User Agreement must be signed by the parent/guardian listed on the child's library card. This must be signed at the Circulation Desk in the presence of a library staff member. iPads are for in-library use only. iPads loaned at the end of the day it must be returned to the Circulation Desk 15 minutes prior to the library closing. For use in the library for up to 2 hours If user fails to return the iPad before the library closes I will pay the cost to replace the iPad, which is $399. All users are subject to replacement, lost, and damaged bills, and fees associated with them. Not specified Holds are not available. iPads are loaned on a first come first served basis. Yes Policy 12: Kokomo-Howard County Public Library Library Name KokomoHoward County Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Kelly Mitchell Policy Requirement http://www.kokomo.lib.in.us/site/images/pdfs/iPadpoliciesfo rpatrons.pdf iPad (number of devices not specified) Each iPad is Wi-Fi compatible and pre-loaded with many eBook titles, Audiobooks and dozens of free apps and shortcuts to websites. Patrons must be 18 years old or older. Patrons must have an account in good standing, with no fines or blocks. (View and Pay your fines online now!) Patrons must present a current Indiana Driver's License, or current State ID, or photo ID and proof of current address. Student Number: N8410097 25 Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Patrons must reside or own property in the KHCPL taxing district. iPads must be returned to a Reference staff member at the KHCPL location from which the iPads were originally checked out. They should not be left at an unattended desk. 14 days Overdue fines of $5 per day, up to a maximum of $50, will be assessed for each day an iPad is returned late. If, for any reason, a library-owned iPad is not returned or paid for within 14 days of the due date: The borrowing patron’s account will be turned over to a collection agency, The iPad will be remotely locked and information will be wiped from the device, And the police will be contacted to collect the device iPads must be returned in the condition in which they were borrowed with all cords and accessories. If an iPad and/or any of the accessories are returned damaged or missing, the patron will be charged a fee up to $550 for those items. Replacement fees are as follows: iPad: $500 Power Adapter/USB: $25 Case: $25 Bag: $10 Not specified Users are able to place a hold for an iPad via phone or at the Reference Desk of the preferred Library location. Yes Policy 13: Watertown Public Library Library Name Watertown Public Library Evaluation Criteria Policy Requirement Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Kelly Mitchell http://c3099802.r2.cf0.rackcdn.com/iPad_Policy_and_Proc edures.pdf iPad (2 devices) Preloaded with selections made by the Watertown Public Library staff Cardholders in good standing can check out an iPad, but it is available for use only in the library. The checkout limit is one iPad per person at any given time. Under no circumstances will a user be allowed to check out an iPad for another person. iPads can be checked out at the Reference Desk during regular library hours. A patron borrowing an iPad must leave one of the following with the Reference staff: a cell phone, car keys, or valid state I.D. The working condition of the iPad will be assessed before checkout and upon its return. Users are required to report any problems experienced with the iPad during their borrowing period. iPad must be returned to the reference desk when a staff member is present. Student Number: N8410097 26 Loan period Late fees For use in the library for up to 2 hours If the iPad is failed to be returned to the Reference Desk, directly to a staff member, by the time it is due, the iPad will be considered stolen and the Watertown Police Department will be notified of the theft. iPad - Current replacement cost or repair cost based on damage iPad Accessories - Current replacement cost Not specified No holds available. iPads are loaned on a first come, first served basis. Yes Damage fees Renewals Holds Is a user agreements/ contract specified? Policy 14: Wyckoff Free Public Library Library Name Wyckoff Free Public Library Evaluation Criteria Policy Requirement Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Kelly Mitchell http://wyckofflibrary.org/wp-content/uploads/Laptop-iPadPolicy.pdf iPad (10 devices) Not specified iPads may be checked out for use inside the library only by people presenting Wyckoff Library cards in good standing. If the person checking out the device is 18 or older, he or she must provide a clear photocopy of his or her driver’s license or other photo ID and sign a laptop/iPad Borrower Agreement, both of which the library will keep on file for future borrowing occasions. If the person checking out the device is under 18, a parent or guardian must provide a photocopy of his or her driver’s license or other photo ID and sign a laptop/iPad Borrower Agreement on behalf of the minor. iPads are checked out at the reference desk. Device must be returned to the desk from which it was checked out. The device must be returned to the desk no later than 30 minutes before the library is to close, regardless of the time it was checked out. The iPad should be returned to the desk still powered ON. It will be checked for damage before it is discharged from a patron’s library card. For use in the library for up to 2 hours If a patron removes a laptop or iPad from the library, the fine is $25 per day and suspension of all library borrowing privileges until the device is returned. Failure to return a laptop or iPad to the library constitutes theft and the library will pursue prosecution to the fullest extent of the law. The borrower is responsible for any damage done to the device, as well as theft if the borrower leaves the device unattended. The full-replacement cost for either device (including accessories and software) currently ranges between $500 and $900. If no one is waiting to use the device it may be checked out again for another 2 hours. Student Number: N8410097 27 Holds No holds available. The iPads are loaned on a first come, first served basis. Yes Is a user agreements/ contract specified? Policy 15: North Shore Public Library Library Name North Shore Public Library Evaluation Criteria Policy Requirement Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? http://northshorepubliclibrary.org/ipad_borrowing_policy.pd f iPad (number of devices not specified) Not specified. Suffolk County library patrons who have no fines or overdue items on their library account. Suffolk County library patrons who are 19 and over (NSPL staff will hold borrower's library card, driver's license, or passport, or country identity card). If a grandparent' caregiver comes in with driver's license with a child who is a Suffolk County cardholder, an iPad is permitted to be checked out from either reference or circulation. (NSPL staff will hold grandparent's driver's license and checkout iPad on child's card). This is the only case where a child's card may be used to check out an iPad. iPads are to be used in specific designated areas in Reference and Children's areas. iPads that are preloaded with Children's Apps; may be borrowed and returned to the Circulation Desk iPads that have Internet access; may be borrowed and returned to the Reference Desk. For use in the library for up to 1 hour Not specified. If the iPad is stolen, lost, or damaged, the borrower will be responsible for its replacement ($600). An iPad borrower may request a 1 hour extension if there are no other borrowers waiting. No holds available. The iPads are loaned on a first come, first served basis. Yes Policy 16: Blacktown City Council Library Library Name Blacktown City Council Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Kelly Mitchell Policy Requirement http://www.libraries.blacktown.nsw.gov.au/Use_Y our_Library/Get_Started/Collections_AZ/Technology_for_Loan Andriod tablet (model not specified - 15 devices) Not specified User must have their own library card. Limited of 1 item per library card. Can be checked out internally from the collections desk. Can be borrowed to take home for up to 3 weeks Student Number: N8410097 28 Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Not specified Not specified No renewals available No holds available Yes Policy 17: Prince George's County Memorial Library System Library Name Prince George's County Memorial Library System Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.pgcmls.info/node/4640 iPad (number of devices not specified) Animals, Angry Birds, App Store, Blitz, Calendar, Calculator, Camera,Clock, Contacts, Facebook, Facetime, Flipboard, Game Center, Google Earth, IMDB, iTunes Store, iTunes U, Job Search, Kindle, Mail, Maps, Messages, Music, Netflix, Newsstand, Nook, Notes, Overdrive, Owl iLibrary, Pandora, Photo Booth, Photos, Pinterest, Pocket Phonics, Reminders, Safari, Snapguide, Solitaire, Twitter, Videos, WebMD, YouTube, and Zillow. iPads can be checked out using an adult library card. They cannot be checked out on Computer Access Only cards, Student cards, Juvenile cards or delinquent cards Can be checked out and returned to the MediaSurfer kiosk Up to 2 hours for use in the library At the end of 2 hours, an unreturned iPad becomes overdue. Your library account will be charged the replacement cost of $600.00 and the police will be notified. Not specified Not specified Not specified Not specified Policy 18: City of Canterbury Public Library Library Name City of Canterbury Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Kelly Mitchell Policy Requirement http://www.canterbury.nsw.gov.au/Lists/SearchResults-page?q=2014-One-Page-LibraryWelcome-brochure-WEB-version iPad 2 (28 devices) Samsung Galaxy (18 devices) Not specified Available for loan to library members over the age of 16 years. Maximum one per user. 14 Days 25c per day, maximum $10.00 Not specified Items on loan can be extended/renewed on or before the due date, up to a maximum of two (2) Student Number: N8410097 29 Holds Is a user agreements/ contract specified? times unless a reservation has been placed on the item. Yes Not specified Policy 19: Portland Public Library Library Name Portland Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://proofing.library.net/ysm/portland/uploads/ipa d%20lending%20service%20program.doc iPad (number of devices not specified) Not specified. Any Portland Public Library card holder in good standing (your library account cannot be blocked with unpaid fees or lost materials) with at least a 3 month borrowing history can check out an iPad. Patrons under 18 years of age must have an iPad Permission Form on file that has been signed by a parent or legal guardian who is also a Portland Public Library patron in good standing. The checkout/reserved limit is one iPad per household at any time. Patrons will be asked to provide their library card and to complete a Portland Public Library iPad Agreement acknowledging financial responsibility for a lost or damaged iPad at checkout. Patrons must agree to return the iPad to a librarian at the circulation desk no later than 15 minutes after it is due. For use in the library for up to 2 hours Late fees for an iPad are $1.00 and begin 15 minutes after the iPad is due. Patron is responsible for all fees relating to the damage or loss of device as per the usage agreement. Fee amount not specified. No renewals available Not specified. Yes. Policy 20: Hoboken Public Library Library Name Hoboken Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Kelly Mitchell Policy Requirement http://hoboken.bccls.org/html/techresource.htm iPad (1 device) iPad Air (2 devices) Samsung Galaxy (1 device) Users are able to view a list of preloaded titles from the following link: http://hoboken.bccls.org/media/EBooks%20Availa ble%20as%20of%20Summer%202014.pdf Devices are available at the reference desk for Student Number: N8410097 30 Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Hoboken Library Residents over 18 years of age with library cards. Patrons will need to show their picture ID and their library card to borrow the items. iPad is available for in house use only. Devices are to be checked out by and returned to a staff member at the reference desk. The iPad may be borrowed Monday-Saturday for up until one hour before the library closes. Loan periods for other devices not specified. There is a $5.00 per day fine for items that are overdue. If the items are damaged or not returned the user will be charged for the cost of the device. Not specified. iPad Airs and Galaxy Tablets may be reserved one day in advance. iPad may be reserved up to one week in advance. Yes. Policy 21: Pueblo City-County Library Library Name Pueblo CityCounty Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Kelly Mitchell Policy Requirement http://www.pueblolibrary.org/technology/ipad iPad 2 (21 devices) PCCLD iPads are pre-loaded with over 50 apps. For a complete list of software please visit our website online at: www.pueblolibrary.org All devices can only be checked out by Pueblo County Resident, 18 years of age or older who hold a valid PCCLD library card that has been active for at least 90 days, and is in good standing. Borrowers MUST present a valid photo ID at time of checkout. PCCLD currently offers iPad checkouts at all branch locations (Rawlings 2nd Floor Information Desk and at the Barkman, Lamb, Pueblo West and Library @ the Y service desks). IPads must be returned to a staff member to the desk that it was borrowed from. Can be borrowed to take home for up to 7 days The late fine for an iPad is $20.00 per day. There is also an additional fine of $10.00 if the iPad is returned to a location other than where the device was borrowed or in a book drop box. The full replacement charge for damaged, lost, or stolen iPad is $650.00. Individual item costs include: $30.00 for the USB cord/power adapter, $25.00 for the carry case. Not specified. Holds can be placed by calling the library. Yes. Student Number: N8410097 31 Policy 22: Burlington Public Library Library Name Burlington Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.bpl.on.ca/ipad-mini iPad Mini (39 devices) A list of preloaded apps can be found on: http://www.bpl.on.ca/ipad-mini The iPad mini may be checked out on adult, senior, and young adult library cards only. Limit of 1 iPad mini is allowed on a card at one time. Place a hold in the iPad or borrow one from the EXPRESS collection at patrons local branch library. When hold is available, patron is to pick up device at the check-out desk, not the Holds shelf. Library staff will give the device with charger and case, and provide further loan information. Patron to bring iPad and carrying case with all contents to a staff member at the checkout desk. Patron to return device to check-out desk. Do not return the iPad in any library book drop. Patron is responsible for any damages to the device and components. One week Express loan or three week regular loan (it's a 2-week loan period if there are holds). $5/day ($30 maximum) User is responsible for costs related to damage and loss iPad mini replacement cost: $400 lost or damaged USB power cable: $6 lost or damaged soft carrier pouch: $38 late fee: $5/per day to a maximum of $30 Items borrowed from the library may be renewed twice. Holds can be made online or by phone call or visiting the check out desk. Yes Policy 23: West Des Moines Public Library Library Name West Des Moines Public Library Kelly Mitchell Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Policy Requirement http://www.wdmlibrary.org/using-the-library/ipadlending/ iPad (10 devices) Not specified Only West Des Moines Residents who are library cardholders in good standing may borrow an iPad. “Cardholder” is defined as a resident having a library card for a minimum of 30 days. “Good standing” is defined as a library card account and any custodial Student Number: N8410097 32 Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? children/guardians’ accounts having fines and fees of less than $5.00. The cardholder must be 18 years of age or older to check out an iPad. The cardholder must present his/her actual library card in order to check out an iPad. In addition, a photo ID will be required. The ID can be a Driver’s License, State ID, Military ID, Student ID and/or Passport photo which contain the cardholder’s name and an identifiable photo. If the address on the photo ID and the address on record with the library do not match, patrons must provide a piece of recent mail with the correct address on it for verification purposes. Only one iPad per household may be checked out at any given time. iPads can be checked out at the Reference Desk at the top of the main stairwell at the time the library opens. iPads must be returned to library staff at the Reference Desk no later than 1 hour before the library closes. The cardholder must remain at Reference until all equipment has been checked to ensure that all pieces are accounted for, checked in and cleared from the cardholder’s card, and the Borrower Agreement is signed and dated signifying a proper return. iPads may not be placed in any book return at any time for any reason. A fee of $25.00, in addition to any other accumulated fees or fines, will be charged for this type of return. Can be borrowed to take home for up to 7 days Overdue fees will be charged for iPads not returned by their due date in the amount of $10.00 per day. Maximum fine is $100.00. Patrons will be held responsible for all applicable replacement costs and processing fees, up to $1,020.00 for the iPad and/or accessories if lost, stolen or damaged while checked out. The library will not accept replacement iPads or accessories purchased by the customer. The minimum replacement cost of an iPad is $400.00. External use iPad loan periods are for up to 7 calendar days and are not renewable. Can be reserved online or at the reference desk Yes Policy 24: Northbrook Public Library Library Name Northbrook Public Library Kelly Mitchell Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content Policy Requirement http://www.northbrook.info/devices iPad 4 with retina display 32GB (6 devices) Each iPad has over 90 popular apps pre- Student Number: N8410097 33 User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? installed. Northbrook residents, high school or older, with a current Northbrook Public Library card in good standing. Sorry, you may not use another person's card or ID. Patron must present a valid, current school ID or state-issued ID. The name, photo, and address on the ID must match the information on the patron’s library account. Staff will hold this ID during iPad checkout. One Apple device (iPad or MacBook), per card with ID, may be checked out at a time. Devices are checked out at the Periodicals Desk on the Second Floor. Devices are to be returned no later than 15 minutes before closing to a staff person at the Periodicals Desk. For use in the library for up to 3 hours Late return will result in a $5 fee. Fines will continue to be assessed at the rate of $5 per hour (or partial hour) until the iPad or MacBook is returned. The user is responsible for the replacement cost of a lost, damaged, or stolen device and/or its case. Replacement fees: iPad Smart case = $37 iPad = $559 A $5 processing fee per item also is assessed. If there are other iPads available, the user may renew the device once for up to 3 hours. The user must bring the device and their library card to the Periodicals Desk to renew it. Not specified Yes Policy 25: Minot Public Library Library Name Minot Public Library Evaluation Criteria Where the policy can be accessed Policy Requirement Though various pages on the site: http://www.minotlibrary.org/libraryservices/loans-limits-overdues/ http://www.minotlibrary.org/librarypolicies/circulation-policy/ Tablet Device Pre-loaded content User eligibility Kelly Mitchell http://www.minotlibrary.org/libraryservices/renewals-and-reserves/ iPad (3 devices) Preloaded with selected apps and have access to MPL’s Library2Go catalog. Patrons must present a current library card and a photo ID to check out one of these devices. Patrons must have a card that has been active for at least 90 days and is in good standing. Student Number: N8410097 34 Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Limit of one device per user. Can be borrowed for up to 3 weeks $10 per day to a maximum of $400 All charges for damaged and lost materials will be determined by circulation supervisor in consultation with technical services in accordance with an established schedule and individual evaluation. iPads cannot be renewed Patrons can reserve items to be held for them at the library by going online or by stopping by or calling the Minot Public Library. Device will only be held for 24 hours. Yes Policy 26: Anderson Public Library Library Name Anderson Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Kelly Mitchell Policy Requirement http://www.and.lib.in.us/clientuploads/Policies/M obile%20Device%20Borrowing%20Policy.pdf iPad (20 devices) iPads are preloaded with multiple eBooks and apps (including great library apps like Zinio and Freegal) that allow customers to connect to APL and other resources better than ever. Browse the Internet, read books, peruse magazines, listen to music, play games, and do a variety of other things, all using this single device. Mobile devices may be checked out to customers 18 years of age or older with a valid driver’s license or state-issued photo ID and an Anderson Public Library card without fees or overdue items. Customers with short-term library cards are not eligible to check out mobile devices. Customers eligible to check out a mobile device may check out one (1) device at a time. Mobile devices should be returned to a staff member at the Circulation desk. Can be borrowed for up to 7 days Overdue fees of $5 per day, up to a maximum of $50, will be assessed for each day a mobile device is returned late. If, for any reason, a library-owned mobile device is not returned or paid for within 14 days of the due date: The borrowing customer’s account will be turned over to a collection agency The mobile device may be locked remotely and information may be wiped from the device The police will be contacted to collect the device Mobile devices must be returned in the condition in which they were borrowed with all cords and accessories. If a mobile device is returned in the drop box, the customer’s account will be billed Student Number: N8410097 35 Renewals Holds Is a user agreements/ contract specified? $25. If a mobile device and/or any of the accessories are lost, stolen, or returned damaged the customer will be charged a replacement or repair fee (up to the full retail price of the item) plus a $10 non-refundable processing fee for those items. Not specified Up to four days. If the user does not check out the iPad within four days, a $1.00 fee will be charged to their account. Yes Policy 27: Ottawa Public Library Library Name Ottawa Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://biblioottawalibrary.ca/en/fees-and-fines iPad (number of devices not specified) Not specified User must have their own OPL card and be in good standing. Users can return materials to any branch or to the bookmobile. 2 Hours $5 per hour. Maximum fine $30. Additional processing fee of $10 if returned late. $500 if not returned, however fees may vary. If an item is lost or damaged, user will be charged the cost of the item, plus a processing fee. The user is responsible for paying the replacement cost plus the processing fee. No renewals Not specified Not specified Policy 28: Hubbard Public Library Library Name Hubbard Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Kelly Mitchell Policy Requirement http://www.beyondbooks.org/index.php/test.html iPad (1 device) Device has 10-20 ebooks already loaded and users are unable to purchase or download additional content. However, users can request a Book-a-Librarian session and have the device unregistered to load Overdrive materials. Patrons must be 18 years old or older to check out the devices and have to sign a borrowing agreement. Patrons must also have a valid, current Hubbard Public Library card and photo ID. Available for in library use only. 2 hours $5.00 per hour Student Number: N8410097 36 Damage fees Renewals Holds Is a user agreements/ contract specified? If the device is lost, stolen, or damaged (this includes both device and/or accessories); the user will be held responsible for all applicable replacement costs and processing fees up to $700.00, plus accrued late fees. Not specified. No holds available. Devices are loaned on a first come first served basis. Not specified Policy 29: Hampstead Public Library Library Name Hampstead Public Library Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Policy Requirement http://www.hampstead.lib.nh.us/hampstead/aboutpolicies.a sp iPad (1 device) Not specified The iPad may be checked out by a Hampstead Public Library patron who is 18 years of age or older and in good standing. The patron must leave their Hampstead Public Library Card AND New Hampshire State Driver License or New Hampshire State non-driver ID as security. The patron must sign an IPad Borrowing Agreement each time the iPad is checked out. The borrower will return the iPad by directly handing it to a staff member at the circulation desk to ensure proper check-in. For use in the library for up to 1 hour iPad devices have special overdue policies. Patrons are advised to see the librarian when checking out these the device to confirm the associated late fees. The borrower is responsible for the iPad and/or accessories. If any items are lost or damaged, the borrower must pay the replacement fee up to $500.00 The device may be renewed if it is not reserved by another patron. Holds may be placed for this item via the library desk, phone or the online catalogue booking system. Yes. Policy 30: Copiague Memorial Public Library Library Name Copiague Memorial Public Library Kelly Mitchell Evaluation Criteria Where the policy can be accessed Tablet Device Pre-loaded content User eligibility Policy Requirement http://www.copiaguelibrary.org/whatsnew/Nexus7.cfm Google Nexus 7 (5 devices). E-books via overdrive App and internet browsing. Copiague Library patrons with a valid card in good standing are eligible to borrow a tablet at the Circulation Desk. Student Number: N8410097 37 Checkout conditions Loan period Late fees Damage fees Renewals Holds Is a user agreements/ contract specified? Kelly Mitchell Devices are to be checked out and returned to a staff member at the circulation desk. 14 days Not specified Not specified Not specified Not specified Not specified Student Number: N8410097 38 Appendix 2 – L.E. Phillips Memorial Public Library iPad Survey Accessible from: http://eauclairepubliclibrary.com/survey/index.php?sid=56372 Kelly Mitchell Student Number: N8410097 39 Kelly Mitchell Student Number: N8410097 40 Appendix 3 – Examples of solutions for further policy considerations Location for Devices Aside from keeping the devices stored at the reference desk, MediaSurfer kiosks are a compact and effective self-checkout solution for tablet devices in libraries. The system allows libraries to automatically lend tablets to patrons. The system also provides the necessary functions to maintain the tablets, including charging, without utilizing the library (Tech Logic, 2014). Source: Miller, Moorefield-Land & Meier, 2012. Libraries which utilise the MediaSurfer Kiosk include (but are not limited to): South Bowie library (http://www.pgcmls.info/node/4640) Anoka County Library (http://www.anoka.lib.mn.us/library-on-the-go) Cleveland Heights-University Heights Public Library (https://www.facebook.com/media/set/?set=a.10151819715545987.10737418 27.90964905986&type=1) Kelly Mitchell Student Number: N8410097 41 Dothan- Houston County Library (http://www.wtvy.com/news/headlines/Dothan--Houston-County-Library-GetsIPads-AM-Version-252595331.html) More information on this product can be found from: http://www.tech-logic.com/mediasurfer/ Accessories for Devices The Briar Cliff University checked out iPads with a case, bag, power cord, Pogo stylus, and screen cloth: Source: Thompson, 2011. Support and Maintenance Thompson (2011, App Selection) states that, “At the very minimum, someone in your library will need to regularly check for updates to your apps and the operating system”. Kelly Mitchell Student Number: N8410097 42 For iPad devices, Libralante (2013) suggests, “iOS software will need to be regularly updated in addition to the app updates that come out weekly or monthly as improvements and changes are made by the app developers. Deciding when updates will be backed up to an iTunes account on a computer or to the cloud storage service that Apple provides is essential for the smooth implementation of a lending program”. Nichols, Hussong-Christian & Ordway (2014, Discussion, para. 2) suggest librarians who are interested in Andriod tablet lending programs will want to, “…weigh the amount and type of programming support needed”. For the tablet lending program at The Valley Library at Oregon State University, “Programming included time to develop the custom build while learning; the programmer spent approximately 10% of his time on this project over three months creating the build, and continues to spend about 5% of his time updating the build... It should also be noted that using an open source model fits with The Valley Library’s preference for supporting and implementing open source solutions. Another approach to look at is using mobile device management software like Cisco’s free Meraki system manager. We tried Meraki with our tablets but learned they would have to be re-registered after each reset, an impractical step. We are planning a meeting with Meraki to further explore how it could address our needs. Even with our custom solutions in place, it is good to remember that tablets were created for individual consumers…Fortunately the CM version of the Android OS enabled us to “shoe horn” the Nexus tablet into a successful lending program” (Nichols, HussongChristian & Ordway, 2014, Discussion, para. 2-5). Security Systems for Devices Research presents some guidelines which librarians should consider when developing security and administrative policies for their tablet devices: Processes should be implemented to remove patron’s personal history after each loan period Staff should be trained in the processes for the removal of personal information from the devices Source: Thompson (2011), Anderson & Weatherbee (2012) and Capdarest-Arest (2013). Examples of Security Systems for iPad Devices Thompson (2011, iPad Procedures and Policies, para. 4) suggests, generally speaking for iPad devices, “The best way to protect the library and the patron [is] to use some of the restrictions available in the iPad’s general settings. Example: Briar Cliff University (Source: Thompson, 2011, iPad Procedures and Policies) Kelly Mitchell Student Number: N8410097 43 We decided the best way to protect the library and the patron was to use some of the restrictions available in the iPad’s general settings. We turned off the ability to download new apps or make any iTunes Store or App Store purchases on the iPad. We also sign out of the library iTunes account before checking out the iPads. This prevents the library’s iTunes account from being used by patrons, and it prevents patrons from logging into their own iTunes account to purchase apps, since these apps would just be wiped out on the iPad’s return. When an iPad is returned, we use the “Erase all content and settings” option in the iPad’s Settings menu to wipe out any files, logins, or browsing history left behind by the patron. We then restore the iPad with the backup in iTunes which resets the device back to our settings. Examples of Security Systems for Andriod Devices Nichols, Hussong-Christian & Ordway (2014) suggest that Android devices would also need to be reset between circulations in order to preserve privacy and clear patron data stored in the main device memory. Example: The Valley Library at Oregon State University (Source: Nichols, HussongChristian & Ordway, 2014, Tablet Reset, para. 3) To simplify the full reset we modified the device recovery program to wipe data from both the main and SD storage and to restore the custom build. Using Android’s Device Administration API we coded a new custom app called TabletNuke to trigger and complete the full reset process from the tablet itself. We added this custom app to The Valley Library build just like other third party apps. Kelly Mitchell Student Number: N8410097 44