1. Naomi Chow UH Mānoa Hamilton Library ILL/ESP Librarian Mitch Moulton Springer Science+Business Media Account Development Specialist HLA, December 5, 2014 When Libraries, Publishers, and Consortium Collaborate: The Occam’s Reader Project

2. eBook Resource Sharing Challenge No Library Can Collect Everything Libraries rely on interlibrary loan of physical books to expand access to information What would be the impact on research and scholarship when there is no print to borrow? Content could become silo-ed as libraries begin to collect predominately in eBook format due to: o Licensing restrictions that disallow ILL o Lack of method to easily and legally loan e-books

3. Ancient Astronomical Observations and the Study of the Moon’s Motion (1691-1757) OCLC WorldCat: ©2012 378 copies as eBook 47 copies in print SpringerLink, EBL, EBSCO Host, eBrary, MyiLibrary Calculus for Computer Graphics OCLC WorldCat: ©2013 283 copies as eBook 12 copies in print SpringerLink, EBL

4. Experimental Opportunity Publishers as the content provider, like Springer, may allow ILL for direct content Provides opportunity for collaborative partnership in pilot for ILL loans of eBooks Explore the potential impact on publishers and content providers as well libraries Ultimately, is this a sustainable model?

5. Exploring eBook Loans Collaboratively Positive/negative impact on publisher sales? Acceptance by patrons? Acceptance by libraries & ILL staff? eLoans?!

6. Occam’s Reader Partners Springer Science+Business Media Occam’s Reader Project Group Greater Western Library Alliance (GWLA consortia of 33 academic libraries) Content provider giving access to100,000+ eBook titles Developer of software design and workflow ~ TTU, UHM, GWLA ~ Pilot testers + source of title holdings

7. Springer’s Relationship with Libraries and Resource Sharing Given strong support to resource sharing since eBooks were launched in 2007 One of the few eBook platforms with interlibrary loan directly written in license eBook PDF arranged by table of contents with chapter by chapter access

8. Who is Springer A leading global STM publisher publishing more than 2,200 English-language journals and 8,400 new books in 2013 Content is available 24-7, DRM-free, and with concurrent access to unlimited users SpringerLink is one of the leading internet science portals, including more than 8.5 million scientific documents

9. Leading Journals Publishers by Number of Titles 2013 Academic/scholarly English language journals published in 2013 2,305 2,174 1,831 1,566 675 322 276 268

10. Leading Book Publishers by Number of New Titles 2013 Data from www.puballey.com ; if a book is published simultaneously in hard- and paperback editions, only the hardback edition was included 5,920 4,651 2,342 1,459 1,500 1,389 1,945 759 241

11. Contemporary English Language eBooks

12. www.springer.com/bookarchives Springer Book Archives ~110,000 high-quality books dating back to the 1840s 45% of English SBA books published >1990 85% of English/International SBA books >1980

13. Occam’s Reader A collaboration between Our vision stems from the idea that, “Other things being equal, a simpler explanation is better than a more complex one.”

14. The Occam’s Reader Team

15. Occam’s Reader: An eBook Sharing Model An integrated method for discovering, requesting, fulfilling, and viewing eBook content Quick access for patrons Fast processing for libraries, lending and borrowing No cost/low cost for resource sharing side

16. Occam’s Reader Project 1 year pilot (April 2014 – March 2015) Demo / website www.OccamsReader.orgwww.OccamsReader.org o PDF Content and list of titles (Springer) o ILLiad integration (TTU) o Discovery tool (TTU) o Simple Web Viewer (UHM) Integrated into current ILL request workflow

17. Model of Compromise Restricted access: one patron – one book o Weblink with password Time-limited like traditional ILL o Link expires Secured access on a remote server o View -only o No printing, no downloading o Like reading a print book o Content auto-deleted from server

18. Lender o Support for plain text and PDF eBooks o Customizable image quality and text rendering settings o Complete ILLiad integration (as an add-on) Server o Secure online access to borrowed eBooks o Occam's Reader interface discourages piracy through simplicity o Usage tracking and statistics Borrower o At place of request the ILL staff has access to Occam’s Reader discoverability service o Viewable on any device with an internet connection o Ability to zoom, rotate, previous, next and jump to page Current Features

19. Patron makes an ILL request in the normal manner, Borrowing staff confirms with add-on ILL staff at the lending library receives the request in ILLiad ILL staff activates the Occam's Reader ILLiad add-on and launches the Occam's Reader software Occam's Reader processes the request and uploads the eBook Lending library sends an Occam's Reader generated email Borrowing library completes the request How it works Borrowing library receives the email with log in credentials and forwards it to the patron

20. LUA script PHP web pages Shares ILLiad data Borrowing addon: discovery tool Lending addon: software launcher, email generator ILLiad Addon Integration

21. Windows.NET program launched from within ILLiad Generates, archives, and uploads images Prerequisites: Imagemagick, GhostScript, 7zip The Conversion Software

22. Function across all web browsers Display PNG images Zoom Pan (move) across the page image Rotate the page image Navigate to next/previous pages Jump to specific pages OR Web Viewer Requirements

23. Occam’s Reader Web Viewer OpenSeadragon + More HTML5PHP Javascript

24. Pilot Feedback Thus Far Latest usage stats o 450 books shared as of Nov. 2014 Feedback o Acceptance and Use (no news = good news) o Only a few users really dislike read-only Challenges o Image conversion speed, image quality with large files (file size ~ speed vs. image)

25. Breakdown of Loans by eBook Type

26. Continue to refine the discovery layer Improve the image conversion experience Display a preview of random pages to test image quality settings Add additional image quality settings Split image conversion into smaller batches to improve performance Allow image conversion to run in the background or at scheduled times Offer a “recommend for purchase” option after the item has been used via ILL Future Goals

27. Future Goals, continued Support additional eBook formats other than PDF Add options to enforce local lending policies o Track the number of local users o Set a maximum number of ILL users o Limit number of checkouts per item Add watermark capability

28. Continuing Issues Open avenues for other direct collaborative projects between publishers and libraries Archive content for e-books in perpetuity o Who is responsible? Publishers, Libraries, Other? Build collaborative model for entire life cycle : creation ►distribution/sharing ► archiving Create CONTU-like guidelines for eBooks? o E.g., Over X # of eLoans, purchase eBook

29. Potential Future Uses Alternative model for discovery and content provision for publishers/authors Alternative delivery system for physical loans o Rare, fragile materials that cannot be loaned o Special collections that will not be loaned o Would provide a challenge to copyright law interpretation -- If view-only, would this be considered redistributing

30. o Joni Blake Executive Director, Greater Western Library Alliance o Ryan LitseyAssistant Librarian, Document Delivery, Texas Tech o Kenny KetnerSoftware Development Manager, Texas Tech o Erin Kim Information Technology Specialist, UH Mānoa o Arthur Shum Educational Specialist, UH Mānoa o Wing Leung Information Technology Specialist, UH Mānoa o Naomi ChowLibrarian, ILL/ESP, UH Mānoa Thank you to the Occam’s Reader Team

31. Springer Science+Business Media Victor Lao o Director Library Sales, US and Canada Robert Boissy o Manager, Account Development and Strategic Alliance

32. Thank You Naomi Chow Librarian, ILL/ESP University of Hawaii at Mānoa nchow@hawaii.edu (808) 956-5951 Mitch Moulton Account Development Specialist Springer mitch.moulton@springer.com (646) 200-1763 www.OccamsReader.org Libraries.occams.reader@ttu.edu