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http://www.niso.org/news/events/2012/nisowebinars/
              mobile_access_to_eresources/




 Content on the Go: Mobile Access to
            E-Resources

                August 8, 2012
Speakers: Carmen Mitchell, Institutional Repository
  Librarian, California State University San Marcos:
 Eleanor Cook, Assistant Director for Collections &
    Technical Services, East Carolina University;
Marty Picco, Director of Product Management, Atypon
                        Systems
Challenges to
  Consider
Developing Mobile Access to Digital
           Collections
Background
   Initial survey done July 2010

   Original survey: http://goo.gl/1ujA.

   25 respondents. Presented results at
    CurateCamp, UC Berkeley.

   Approached smaller group for more       in-
    depth case studies:
     7 questions
     4 organizations
     All doing active development of mobile apps
      or mobile websites

   http://www.dlib.org/dlib/january12/mitchell/01mi
    tchell.html
Participants

   Tito Sierra, Associate Head, Digital Library
    Initiatives North Carolina State University
    Libraries (currently Associate Director for
    Technology in the MIT Libraries)

   Jason Clark, Head of Digital Access and
    Web Services at Montana State University
    Libraries

   Sean Aery, Web Designer, Digital
    Experience Services Dept., Duke University
    Libraries

   Nancy Proctor, Head of mobile strategy and
    initiatives for the Smithsonian Institution
What is the appropriate approach for development of mobile access to
digital collections?

                 Varies by organization:
                     Look at population and analytics first.
                     Just because you *can* create a mobile app or website
                      doesn‟t mean that you should.
                     What is the added value for patrons?

                 Moving target – the only constant is change.
                     Is mobile content/access a part of your strategic plan?
                     How to scale?

                 Utilize current infrastructure to support, if possible.

                 Be realistic about cost.
                     Ongoing support, staff time?
What would you have done differently/lessons learned?
      Learn not to freak out at the first bit of criticism.

      Consider access:
          “Products developed for access always revolutionize
           everything else we do.”

      Working within mobile development requirements makes you
       ask tough questions about needed features and forces you to
       streamline and optimize your code in a good way.

      Deploying an iOS app can be complicated.

      Not worth investing too much time in any specific framework
       or architecture, as it is likely to become outdated in 6-12
       months Nimbleness is a virtue.

      Timely innovation can be good PR.
Carmen Mitchell
Institutional Repository Librarian   Cal
               State San Marcos

            cmitchell@csusm.edu
E-books on the go: How a university
 library experimented with E-book
               readers

                 Eleanor I. Cook,
  Assistant Director for Collections & Technical
        Services, East Carolina University
          NISO webinar, August 8, 2012
Quick “About”

• 3rd largest university in UNC system – 27,000
   students, 5,000 staff & faculty, Doctoral/Research +
   medical & dental schools
• Joyner Library serves all academic disciplines except
   Medical/dental served
by Laupus Health Sciences
Library
• Serves the far eastern
region of NC
Time line
• May 2010: 1st purchased Kindles, Nooks & iPads
• Summer 2010: Devices used by staff to gain
  familiarity with them
• July 2010: 1st content acquired (Kindle & Nook)
• August 2010: Faculty & Staff Petting Zoo held
• Fall semester 2010: Kindles & Nooks roll out
• January 2011: iPads roll out
• March 2011: Ebook Expo held on campus
• Spring 2011: Color Nooks & newer iPads purchased
• Summer 2012: All original Kindles & Nooks replaced
  with new models
Cross-Departmental Collaboration
• Library Technology Division: Acquires devices, registers & sets
    them up, applies inventory controls (property tags, barcodes for
    ILS), sets up wireless access, troubleshoots tech problems after
    devices begin circulating; maintains spare parts inventory
•   Collection Development: Decides budget for content, weighs in
    on content selection
•   Acquisitions: Purchases content, manages credit card
    reconciliation and tax refunds, triggers communication chain each
    time content is purchased
•   Cataloging: maintains public list of content, catalogs each title as
    purchased
•   Circulation: Circulates devices, maintains patron license
    agreements, loads new content as directed by Acquisitions, reviews
    devices regularly for damage, rogue content, or other problems;
    works with Lib Tech when readers malfunction
Types of Content
• Popular reading titles, both fiction and non
• Special request from a faculty group who
  needed specific content on a rush basis
• Freshman reading titles being considered
• Special request for an audio book
• Free classics and a few games
Circulation policies & issues
• 2 week checkout – like Popular reading
• User signs liability agreement when checking out
  the device
• Staff check for all pieces when returned, check for
  damage, check for content
• Sometimes users load free content – we remove
  periodically, if it is inappropriate – varies by e-reader
• Occasional problem w/users buying their own
  content, wiping out content, etc.
How they are cataloged
• Master bib record for each kind of device with
  item records for circulation purposes
• Contents note on master record
• Individual title bibs for content that are
  “linked” to the device bibs
• Took some experimentation to decide which
  approach to take with the cataloging; better
  too much than not enough!
Example of E-reader record
Example of Individual title record
Early conclusions
• Content loaded only on Kindles & Nooks since
  adding content also to iPads took up licenses
• Sales Tax issue problematic but made doable
  (at this scale at least)
• Use by patrons primarily for leisure reading
  and comparison shopping
• Neither company really cares about library use
  at the level we are doing this
Later Conclusions
• Basic device models easier to manage than hybrid
  tablet models (Kindle Fire & Color Nook)
• 2012- will load different content on Nooks & Kindles to
  get more content for $$ spent
• Both types of e-readers are popular though some
  people prefer one or the other
• iPads very popular also but for different uses
• Companies started offering new models of purchase to
  libraries after awhile, but those arrangement are
  negotiated
• Mobile is here to stay!
Slide on library web site with click-
       through to title list
A Few Useful Sources
• Cook, E. I. (2011). “Chapter 3: Academic Library Dilemmas in Purchasing
  Content for E-readers.” Library Technology Reports, 47(8), 14-17. [The rest
  of this issue is also devoted to topics about E-book use]
• Dobbin,G., Dahlstrom, E. and Sheehan, M.C. (2011). The ECAR Study of
  Mobile IT in Higher Education, 2011.
  http://net.educause.edu/ir/library/pdf/ers1104/ERS1104.pdf
• Not Shelf Required - http://www.libraries.wright.edu/noshelfrequired/
  This is the Blog
• Polanka, S. (2011). No shelf required : e-books in libraries. Chicago: ALA.
• Polanka, S. (2012). No shelf required 2: use and management of electronic
  books. Chicago, ALA.
• Sapon-White, R. (Jan. 2012). “Kindles and Kindle E-books in an Academic
  Library: Cataloging and Workflow Challenges.” Library Resources &
  Technical Services, 56 (1), 45-52.
Screen shot examples
• Example of Kindle record
• Example of Nook record
• Example of an individual e-book record

• These links will actually take you to our
  catalog records in case you want to explore
  more in depth
The End!
Strategies for Mobile
Content Delivery
Publisher Perspective

Marty Picco
Director of Product Management
Atypon

Content to Go: Mobile Access to e-Resources   August 8,
2012
Atypon - Literatum
• Leading platform for professional
   and scholarly publishers
• 12.5 million journal articles
• 50,000 eBooks
• Towards 1.4 B user sessions in
2012
   Strategies for Mobile Content Delivery
Literatum for Mobile

• Launched in Fall 2010
• Working on 3rd generation
• More than 3200 mobile journals
• Nearly 1 M active mobile users

   Strategies for Mobile Content Delivery
Table Stakes: Three
Imperatives



  Strategies for Mobile Content Delivery
Be Everywhere



  Strategies for Mobile Content Delivery
Multi-platform world




                                                    Source: Nielsen
           Strategies for Mobile Content Delivery
Web App vs. Native App

• HTML5 is cross platform choice
• First rate features and
performance
• „Get the app‟ is annoying
• Native can have a role
• User relationship is key
   Strategies for Mobile Content Delivery
Be Accessible



30     Strategies for Mobile Content Delivery
Authenticatioin Methods

• IP range
• Shibboleth
• Athens
• Login and password

   Strategies for Mobile Content Delivery
Device Pairing
  Strategies for Mobile Content Delivery
Advantages

• Viable for all institutions
• Easy for end-users
• Secure for publishers
• Automatic pairing now available

   Strategies for Mobile Content Delivery
Be Readable



  Strategies for Mobile Content Delivery
Small Screens

                                           PDF




              XML




  Strategies for Mobile Content Delivery
Tablets
                                                 Lean-back
                                                 experience




   Big
                                             Unique interactions
enough
for work
    Strategies for Mobile Content Delivery
Raising the game:
User-centric Design



  Strategies for Mobile Content Delivery
Dig




 Browse                                      Search         Read




Information forward
    Strategies for Mobile Content Delivery
Organization

    Strategies for Mobile Content Delivery
Search and
Recommendations

            • Automatic topic modeling
            • Similarity to research intent
            • Serendipity



  Strategies for Mobile Content Delivery
Annotations

• Available on any device
• Portable, stay with user
• HTML or PDF
• Highlight, comment
• Open Annotation W3C Group
   Strategies for Mobile Content Delivery
Social

• Personal & professional separation
• Public and private groups
• Share articles
• Share annotations

   Strategies for Mobile Content Delivery
Everybody Wins

• Mobile becoming central to users
• Everywhere, accessible, readable
• User centric

                    … delighted users and successful
                                          publishers
   Strategies for Mobile Content Delivery
Thank you!
                                                Marty Picco

                                                  @martypicco
                                          mpicco@atypon.com
                                          linkedin.com/in/picco
 Strategies for Mobile Content Delivery

More Related Content

NISO Webinar: Content on the Go: Mobile Access to E-Resources

  • 1. http://www.niso.org/news/events/2012/nisowebinars/ mobile_access_to_eresources/ Content on the Go: Mobile Access to E-Resources August 8, 2012 Speakers: Carmen Mitchell, Institutional Repository Librarian, California State University San Marcos: Eleanor Cook, Assistant Director for Collections & Technical Services, East Carolina University; Marty Picco, Director of Product Management, Atypon Systems
  • 2. Challenges to Consider Developing Mobile Access to Digital Collections
  • 3. Background  Initial survey done July 2010  Original survey: http://goo.gl/1ujA.  25 respondents. Presented results at CurateCamp, UC Berkeley.  Approached smaller group for more in- depth case studies:  7 questions  4 organizations  All doing active development of mobile apps or mobile websites  http://www.dlib.org/dlib/january12/mitchell/01mi tchell.html
  • 4. Participants  Tito Sierra, Associate Head, Digital Library Initiatives North Carolina State University Libraries (currently Associate Director for Technology in the MIT Libraries)  Jason Clark, Head of Digital Access and Web Services at Montana State University Libraries  Sean Aery, Web Designer, Digital Experience Services Dept., Duke University Libraries  Nancy Proctor, Head of mobile strategy and initiatives for the Smithsonian Institution
  • 5. What is the appropriate approach for development of mobile access to digital collections?  Varies by organization:  Look at population and analytics first.  Just because you *can* create a mobile app or website doesn‟t mean that you should.  What is the added value for patrons?  Moving target – the only constant is change.  Is mobile content/access a part of your strategic plan?  How to scale?  Utilize current infrastructure to support, if possible.  Be realistic about cost.  Ongoing support, staff time?
  • 6. What would you have done differently/lessons learned?  Learn not to freak out at the first bit of criticism.  Consider access:  “Products developed for access always revolutionize everything else we do.”  Working within mobile development requirements makes you ask tough questions about needed features and forces you to streamline and optimize your code in a good way.  Deploying an iOS app can be complicated.  Not worth investing too much time in any specific framework or architecture, as it is likely to become outdated in 6-12 months Nimbleness is a virtue.  Timely innovation can be good PR.
  • 7. Carmen Mitchell Institutional Repository Librarian Cal State San Marcos cmitchell@csusm.edu
  • 8. E-books on the go: How a university library experimented with E-book readers Eleanor I. Cook, Assistant Director for Collections & Technical Services, East Carolina University NISO webinar, August 8, 2012
  • 9. Quick “About” • 3rd largest university in UNC system – 27,000 students, 5,000 staff & faculty, Doctoral/Research + medical & dental schools • Joyner Library serves all academic disciplines except Medical/dental served by Laupus Health Sciences Library • Serves the far eastern region of NC
  • 10. Time line • May 2010: 1st purchased Kindles, Nooks & iPads • Summer 2010: Devices used by staff to gain familiarity with them • July 2010: 1st content acquired (Kindle & Nook) • August 2010: Faculty & Staff Petting Zoo held • Fall semester 2010: Kindles & Nooks roll out • January 2011: iPads roll out • March 2011: Ebook Expo held on campus • Spring 2011: Color Nooks & newer iPads purchased • Summer 2012: All original Kindles & Nooks replaced with new models
  • 11. Cross-Departmental Collaboration • Library Technology Division: Acquires devices, registers & sets them up, applies inventory controls (property tags, barcodes for ILS), sets up wireless access, troubleshoots tech problems after devices begin circulating; maintains spare parts inventory • Collection Development: Decides budget for content, weighs in on content selection • Acquisitions: Purchases content, manages credit card reconciliation and tax refunds, triggers communication chain each time content is purchased • Cataloging: maintains public list of content, catalogs each title as purchased • Circulation: Circulates devices, maintains patron license agreements, loads new content as directed by Acquisitions, reviews devices regularly for damage, rogue content, or other problems; works with Lib Tech when readers malfunction
  • 12. Types of Content • Popular reading titles, both fiction and non • Special request from a faculty group who needed specific content on a rush basis • Freshman reading titles being considered • Special request for an audio book • Free classics and a few games
  • 13. Circulation policies & issues • 2 week checkout – like Popular reading • User signs liability agreement when checking out the device • Staff check for all pieces when returned, check for damage, check for content • Sometimes users load free content – we remove periodically, if it is inappropriate – varies by e-reader • Occasional problem w/users buying their own content, wiping out content, etc.
  • 14. How they are cataloged • Master bib record for each kind of device with item records for circulation purposes • Contents note on master record • Individual title bibs for content that are “linked” to the device bibs • Took some experimentation to decide which approach to take with the cataloging; better too much than not enough!
  • 16. Example of Individual title record
  • 17. Early conclusions • Content loaded only on Kindles & Nooks since adding content also to iPads took up licenses • Sales Tax issue problematic but made doable (at this scale at least) • Use by patrons primarily for leisure reading and comparison shopping • Neither company really cares about library use at the level we are doing this
  • 18. Later Conclusions • Basic device models easier to manage than hybrid tablet models (Kindle Fire & Color Nook) • 2012- will load different content on Nooks & Kindles to get more content for $$ spent • Both types of e-readers are popular though some people prefer one or the other • iPads very popular also but for different uses • Companies started offering new models of purchase to libraries after awhile, but those arrangement are negotiated • Mobile is here to stay!
  • 19. Slide on library web site with click- through to title list
  • 20. A Few Useful Sources • Cook, E. I. (2011). “Chapter 3: Academic Library Dilemmas in Purchasing Content for E-readers.” Library Technology Reports, 47(8), 14-17. [The rest of this issue is also devoted to topics about E-book use] • Dobbin,G., Dahlstrom, E. and Sheehan, M.C. (2011). The ECAR Study of Mobile IT in Higher Education, 2011. http://net.educause.edu/ir/library/pdf/ers1104/ERS1104.pdf • Not Shelf Required - http://www.libraries.wright.edu/noshelfrequired/ This is the Blog • Polanka, S. (2011). No shelf required : e-books in libraries. Chicago: ALA. • Polanka, S. (2012). No shelf required 2: use and management of electronic books. Chicago, ALA. • Sapon-White, R. (Jan. 2012). “Kindles and Kindle E-books in an Academic Library: Cataloging and Workflow Challenges.” Library Resources & Technical Services, 56 (1), 45-52.
  • 21. Screen shot examples • Example of Kindle record • Example of Nook record • Example of an individual e-book record • These links will actually take you to our catalog records in case you want to explore more in depth
  • 23. Strategies for Mobile Content Delivery Publisher Perspective Marty Picco Director of Product Management Atypon Content to Go: Mobile Access to e-Resources August 8, 2012
  • 24. Atypon - Literatum • Leading platform for professional and scholarly publishers • 12.5 million journal articles • 50,000 eBooks • Towards 1.4 B user sessions in 2012 Strategies for Mobile Content Delivery
  • 25. Literatum for Mobile • Launched in Fall 2010 • Working on 3rd generation • More than 3200 mobile journals • Nearly 1 M active mobile users Strategies for Mobile Content Delivery
  • 26. Table Stakes: Three Imperatives Strategies for Mobile Content Delivery
  • 27. Be Everywhere Strategies for Mobile Content Delivery
  • 28. Multi-platform world Source: Nielsen Strategies for Mobile Content Delivery
  • 29. Web App vs. Native App • HTML5 is cross platform choice • First rate features and performance • „Get the app‟ is annoying • Native can have a role • User relationship is key Strategies for Mobile Content Delivery
  • 30. Be Accessible 30 Strategies for Mobile Content Delivery
  • 31. Authenticatioin Methods • IP range • Shibboleth • Athens • Login and password Strategies for Mobile Content Delivery
  • 32. Device Pairing Strategies for Mobile Content Delivery
  • 33. Advantages • Viable for all institutions • Easy for end-users • Secure for publishers • Automatic pairing now available Strategies for Mobile Content Delivery
  • 34. Be Readable Strategies for Mobile Content Delivery
  • 35. Small Screens PDF XML Strategies for Mobile Content Delivery
  • 36. Tablets Lean-back experience Big Unique interactions enough for work Strategies for Mobile Content Delivery
  • 37. Raising the game: User-centric Design Strategies for Mobile Content Delivery
  • 38. Dig Browse Search Read Information forward Strategies for Mobile Content Delivery
  • 39. Organization Strategies for Mobile Content Delivery
  • 40. Search and Recommendations • Automatic topic modeling • Similarity to research intent • Serendipity Strategies for Mobile Content Delivery
  • 41. Annotations • Available on any device • Portable, stay with user • HTML or PDF • Highlight, comment • Open Annotation W3C Group Strategies for Mobile Content Delivery
  • 42. Social • Personal & professional separation • Public and private groups • Share articles • Share annotations Strategies for Mobile Content Delivery
  • 43. Everybody Wins • Mobile becoming central to users • Everywhere, accessible, readable • User centric … delighted users and successful publishers Strategies for Mobile Content Delivery
  • 44. Thank you! Marty Picco @martypicco mpicco@atypon.com linkedin.com/in/picco Strategies for Mobile Content Delivery

Editor's Notes

  1. iOS alone won’t get you thereAndroid is actually at forefront, esp. internationallyAndroid fragmentation is a serious issue
  2. HTML5 Write once, run anywhere not really true but massively better than alternativePerformance YMMV but getting better fast Nexus 7 -> Chrome yea!Get the app How do users land on page? Google or App Store?Native Role API makes native possibleAppStore sales model limitationsUser relationship: improve recommendations, target messages, access to user info (favorites, annotations) everywhere
  3. IP range: people move around; 3G/4G networks use different IPs, even within authorized institutionsShibboleth/Athens: incomplete control of user experience; takes user out of app to website that might not render effectively on mobile devicesMany users rely on institutional access and do not have personal accounts
  4. Take advantage of uniquely personal nature of mobile devicesFirst generation – needed user action
  5. Repurpose XML
  6. User directed, not publisher directedPublisher and institution suggestions
  7. Putting all the aspects together increases user satisfaction and usageGood for publishers, institutions, authors … everybody!