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Building and Managing E-book Collections: A How-to-do-it Manual for Librarians


Offering multiple perspectives from electronic resource professionals at world-renowned libraries this book provides a comprehensive and well-rounded e-book education.
Beginning with a short history of e-books and a review of the e-book publishing industry and its effect on library's selection and budget process, this new text provides a thorough treatment of collection development issues, including the selection process and development policies, the use of approval plans, patron-driven acquisition, and practical solutions for creating your e-book collection policies.
Chapters on budgeting and licensing covers ownership versus leasing models, the differences in licensing options from the major publishers and aggregators including information on digital rights management, and strategies for success in retention, access, and budgeting.
This practical and realistic book covers all aspects of this complex area including:

  • e-book purchasing models
  • file formats and publisher/aggregator e-book platforms
  • an examination of display devices (e-readers)
  • best practices in cataloguing e-books to include metadata
  • insight on incorporating value added features such as adding excerpts from the text, book covers, and links to related resources
  • guidance on library web page and online catalogue access
  • assessment and evaluation strategies, circulation statistics, print collection selection and usage, and user satisfaction.

You'll also gain valuable insight into the e-book's impact on the publishing industry, scholarly communication, and its integration into future technologies and social media. Six practical case studies offer real world scenarios and helpful tips for implementation in a variety of settings.
Readership: This book is a ready reference source for any library and information professional with an interest in e-books and their development. It is essential background reading for library managers wishing to develop an e-book collection from scratch or for those responsible for maintaining an existing e-book collection. It will also have plenty to interest publishers, who need to be aware of the issues faced by libraries managing e-book collections, and will be of great value to students of librarianship and information studies, and those on publishing related courses.

PART I: E-BOOKS IN CONTEXT1. The electronic book - beginnings to the present - Fern M. Cheek and Lynda J. Hartel

  • Introduction
  • The Transition to E-Books
  • Advantages and Disadvantages of E-Books
  • Historical Perspective
  • Current Variations of E-Book Readers
  • E-Books in Today's Libraries
  • Public Libraries
  • K–12 Libraries
  • Higher Education
  • Questions Abound—Forward to the Future
  • Conclusion
  • References

2. E-book publishing - a view from the industry - Meg White

  • Introduction
  • Solid to Liquid
  • Core Competency and Required Skill Sets
  • Evolving Customer Needs
  • Publishing in Transition
  • Economic Drivers
  • Technology Drivers
  • Customers
  • Intimacy Issues
  • Shift from Individual to Institutional
  • Is Free Good Enough?
  • Supply Chain
  • The Myth of Disintermediation
  • Increased Complexity
  • E-Books and the Magic Bullet
  • Great Expectations
  • Apples and Oranges
  • What's Happening Now: Products and Strategies
  • The Nature of Change
  • References

3. E-book publishing - the view from the library - Nadia J. Lalla

  • Introduction
  • Some Background Information
  • Purchase versus Subscription E-Book Models
  • Cost Considerations
  • Collection Sustainability: Perpetual Access versus Nonperpetual Access E-Book Models
  • Multiple Formats of the Same Content
  • Impact on Collection Sustainability
  • The "Big Deal" E-Book Package Model
  • Cost Considerations
  • Impact on Collection Sustainability
  • The Patron-Driven Acquisition (PDA) E-Book Model
  • Trend: Digital Rights Management (DRM)
  • Trend: E-Textbooks
  • The Future of E-Book Publishing and Libraries: Economic Realities + Emerging Technologies + Cultural Shift
  • References

PART II: E-BOOKS IN DETAIL4. E-books in public libraries - Rebecca Felkner

  • Introduction
  • Start Your E-Book Collection
  • Gauge Your Patrons' Needs
  • Choose Formats
  • Select Lending Methods
  • Select the Genres
  • Staff Functions
  • Electronic Resource Management
  • Collection Development
  • Technical Services
  • Publicity
  • Staff Training
  • Patron Training
  • Set Policies
  • Determine Who Makes the Policies
  • Set E-Book Circulation Policies
  • Set E-Reader Circulation Policies
  • Budget/Allocate Funds
  • Building and Managing E-Book Collections
  • Start-Up Costs
  • Ongoing Costs
  • Shared Costs: Join an E-Book Cooperative
  • Best Practices
  • Get Staff Buy-In
  • Keep Current with E-Book Technologies
  • Share Information with Colleagues in Nearby and/or Similar Libraries
  • Review New Products from Vendors
  • Assess Your E-Collection's Performance
  • Conclusion
  • References

5. Selecting e-books - Joanne Doucette and Amy Lewontin

  • Introduction: Collecting E-Books
  • Defining the Collection
  • The Nature of E-Books
  • Subject Coverage
  • Scope and Currency
  • Minimizing Duplication
  • Audience
  • Collection Development Policy
  • Selection Process
  • Establishing Selectors
  • Choosing E-Books
  • Selecting and Deselecting with the Help of Usage Statistics
  • Understanding E-Book Purchasing Models
  • Exploring Perpetual Access and Ownership versus Annual Subscription
  • Protecting Your Purchases
  • Selecting the Appropriate User Access Model
  • Exploring the Swapping Model
  • Exploring the Patron-Driven Acquisition Model
  • Exploring the Pay-Per-View Model
  • E-Book File Formats, Platforms, and Display Devices
  • E-Book Formats
  • E-Book Platforms
  • E-Book Display Devices
  • Budgetary and Licensing Concerns
  • Cost Considerations That Impact Selection
  • Licensing Issues That Impact Selection
  • Conclusion
  • References

6. Licensing of e-books - Becky Albitz and David Brennan

  • Introduction
  • Licensing E-Books
  • Platform Decisions
  • Title-by-Title Access on Third-Party Platforms
  • Licensing Directly with a Publisher
  • Subscription Packages
  • Licensing and Permitted Uses
  • Interlibrary Lending
  • Course Reserves and Course Packs
  • Preservation and Ongoing Access
  • Conclusion
  • References

7. Budgeting for e-books - Becky Albitz and David Brennan

  • Introduction
  • Purchasing Models
  • E-Book Business Models
  • Cost of Concurrent Users
  • Print/Electronic Duplication
  • Budgeting for Patron-Driven Acquisitions
  • Finding the Money
  • Conclusion
  • References

8. Cataloging, locating, and accessing e-books - Betsy Eggleston

  • Introduction
  • To Catalog or Not to Catalog
  • Factors Involving Acquisitions Records
  • Factors Involving Circulation Records
  • Factors Associated with Integrated Searching
  • Evaluating Resources Needed for Cataloging
  • Making E-Books Available to Users
  • Dealing with License Restrictions
  • Using Proxy Servers
  • Managing URLs
  • Records for E-Books in the Library Catalog
  • Single versus Multiple Records for Electronic Version and Print Version
  • Collection-Level Records
  • Record Sets from Vendors
  • Provider-Neutral Records
  • MARC Standards for Cataloging E-Books
  • Considerations for Batch Loading
  • Providing Added Value
  • Conclusion
  • References

9. Assessment and evaluation of e-book collections - Karen S. Grigg

  • Introduction
  • Building and Managing E-Book Collections
  • Methods of Assessment
  • Usage Data
  • Overlap Analysis
  • Survey Instruments
  • Benchmarking
  • Focus Groups
  • Balanced Scorecard Method
  • Other Factors That Present Challenges in Making and Assessing Purchasing Decisions
  • Lack of Impact Factors
  • Issues with E-Book Readers
  • Availability from Multiple Vendors
  • Future Trends
  • Conclusion
  • References

Example 1. E-books in a high school library - Cushing Academy - Tom Corbett

  • Introduction
  • The Secondary School Library's Two Main Roles: Support for Research and Reading
  • E-Books Serving the Library's Research Role
  • E-Books Serving the Library's Reading Role
  • Conclusion
  • References

Example 2. Marketing e-books in a public library - Half Hollow Hills Community Library - Ellen Druda

  • E-Books and the Public Library—Read, Pray, Love
  • E-Book Demand Is Growing
  • Reader Types in a Public Library
  • Book Discussion Groups—P but Not E
  • Encouraging the Use of E-Books
  • Marketing E-Books
  • E-Books into the Book Discussion Program
  • Book Discussion Summit
  • Publicity, Publicity, Publicity
  • Conclusion

Example 3. Circulating e-book readers - Texas A&M University at Qatar - Carole Thompson

  • Introduction
  • The Readers
  • The iLiad
  • The Kindle
  • The Sony Reader
  • Implementation
  • Content
  • Work Flow
  • Conclusion

Example 4. Changing library staffing models to manage e-collections - George Washington University - Kathe S. Obrig

  • Introduction
  • Changing Collection Formats—Changing Staffing Needs
  • Staff Reorganization—New Skills Required
  • Managing Electronic Resources
  • Managing Print Resources
  • Resulting Organizational Changes
  • Successful Implementation

Example 5. E-book access management using an ERM system - Oregon Health & Science University - Kristina DeShazo

  • Introduction
  • E-Resources at OHSU
  • ERM—Development and Implementation
  • ERM—From E-Journal Management to E-Book Management
  • Staffing Changes Needed to Maintain an ERM System
  • ERM—Moving Forward

Example 6. Accessing and circulating e-Books with e-readers - Lesley University - Marilyn Geller and Linda Roscoe

  • Background
  • E-Reader Selection
  • Selecting Content
  • Access Decisions
  • E-Reader Lending Research—Advice from Other Libraries
  • Procedures for Checking in E-Readers
  • Introducing E-Readers to Library Staff
  • Marketing
  • Lessons Learned
  • Conclusion

Richard Kaplan is the Dean of Library and Learning Resources at the Massachusetts College of Pharmacy and Health Sciences. He has overseen the conversion of the College library and two branch campus libraries into a predominantly electronic collection. He has over 30 years' experience, also working in libraries at Rensselaer Polytechnic Institute, the Massachusetts Institute of Technology, and the University of Buffalo (SUNY). He has an MLS from the University of Albany (SUNY) and has published in the Journal of the Medical Library Association, Medical Reference Services Quarterly, and the Journal of Library Administration.

" absolute must-have for libraries seeking to expand their collections to suit the needs of the digital age, highly recommended."

Midwest Book Review

"This title features a wealth of useful information ... the concepts and issues covered are applicable to all libraries. This book provides a solid snapshot of the current best practices in the world of e-book collecting."

"Every librarian and library dealing with e-books should have a copy of this work, as it is a one-stop guide to most issues concerning e-books. It is not just the content but also the language and practical examples that make this book especially valuable."

Australian Library Journal

"This title features a wealth of useful information ... the concepts and issues covered are applicable to all libraries. This book provides a solid snapshot of the current best practices in the world of e-book collecting."


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