E-Books – DigitalKoans

Ithaka S+R: Print Revenue and Open Access Monographs: A University Press Study

Key Insights

OA titles can generate significant print revenue. While there may be some tradeoff between OA editions and print sales, publishers can produce print sales revenue from their OA lists. Publishers may wish to take such revenue into account in considering business models for OA publication today.

OA titles can generate meaningful digital revenue. When made available through consumer channels such as Kindle, ebooks that are available openly on other platforms can in parallel generate meaningful consumer sales. Publishers may benefit from giving focused consideration specific to OA monographs to their pricing and windowing tactics for such channels.

Outliers are essential. A small number of OA titles sell particularly well, just as is historically the case in traditional monograph sales models. Publishers bearing this in mind will be thinking in terms of the sustainability and growth of their lists overall rather than each title individually.

Titles with both hard and soft cover formats generate the most revenue. This may be the result of format choices publishers based on market forecasting, so from our data we cannot be sure that there is a causal relationship. Still, publishers may wish to give additional attention to their format strategy for OA books.

Sales vary widely by field. History, arts, and humanities saw lower unit sales while social sciences saw higher unit sales and STEM fields saw the greatest. Publishers may need to pursue different sustainability models for OA books based on their field.

An opportunity to increase print sales? There is currently significant friction for users in navigating from digital to print editions. Publishers and digital distribution platforms should work together to create a more seamless reader experience from digital discoverability of and engagement with the OA version to potential print sales.

https://doi.org/10.18665/sr.319642

"Internet Archive Appeals Loss in Library Ebook Lawsuit"

The Internet Archive announced today that it has appealed its loss in a major ebook copyright case. A notice indicates that it’s filed with the Second Circuit Court of Appeals in Hachette v. Internet Archive, a publishing industry lawsuit over the nonprofit group’s Open Library program. . . .

Court documents indicate the Internet Archive is still preparing its response to the lawsuit by UMG and other record labels; a pretrial conference in that case is currently scheduled for October.

https://tinyurl.com/ysp8m558

"Finding the Right Platform: A Crosswalk of Academy-Owned and Open-Source Digital Publishing Platforms"

A key responsibility for many library publishers is to collaborate with authors to determine the best mechanisms for sharing and publishing research. Librarians are often asked to assist with a wide range of research outputs and publication types, including eBooks, digital humanities (DH) projects, scholarly journals, archival and thematic collections, and community projects. These projects can exist on a variety of platforms both for profit and academy owned. Additionally, over the past decade, more and more academy owned platforms have been created to support both library publishing programs. Library publishers who wish to emphasize open access and open-source publishing can feel overwhelmed by the proliferation of available academy-owned or -affiliated publishing platforms. For many of these platforms, documentation exists but can be difficult to locate and interpret. While experienced users can usually find and evaluate the available resources for a particular platform, this kind of documentation is often less useful to authors and librarians who are just starting a new publishing project and want to determine if a given platform will work for them. Because of the challenges involved in identifying and evaluating the various platforms, we created this comparative crosswalk to help library publishers (and potentially authors) determine which platforms are right for their services and authors’ needs.

https://hcommons.org/deposits/item/hc:59231/

Paywall: "A Study on Copyright Issues of Different Controlled Digital Lending (CDL) Modes"

The paper will explore CDL modes by combing CDL practices and programs from research papers and official website documents of different library organizations. Then, based on legal frameworks of CDL in the US, Canada and the UK which are summarized, copyright issues of CDL modes are analyzed from perspectives of implementing institution, service resources, and usage mode. Finally, some copyright recommendations for sustainable development of CDL are proposed.

https://doi.org/10.1177/09610006231190654

"Judgment Entered in Publishers, Internet Archive Copyright Case"

Most importantly, the proposed agreement includes a permanent injunction that would, among its provisions, bar the IA’s lending of unauthorized scans of in-copyright, commercially available books, as well as bar the IA from "profiting from" or "inducing" any other party’s "infringing reproduction, public distribution, public display and/or public performance" of books "in any digital or electronic form" once notified by the copyright holder. . . .

The negotiated payment is all inclusive—it covers costs, fees, damages, and other claims, including the IA’s claim that damages should be remitted—something that should assuage initial concerns expressed by some who feared a massive damage award might force the nonprofit IA to cease operations. The negotiated judgment does seek destruction of the IA’s scans as the publishers’ initial complaint had suggested.

https://tinyurl.com/p3yaszd9

| Research Data Publication and Citation Bibliography | Research Data Sharing and Reuse Bibliography | Research Data Curation and Management Bibliography | Digital Scholarship |

"Judge Finds Revived Amazon E-book Monopoly Suit Should Proceed "

For a second time in two years, a magistrate judge in New York has recommended that a consumer class action lawsuit accusing the Big Five publishers of colluding with Amazon to fix e-book prices should be dismissed. But while the judge recommended tossing the case against the publishers, the court found that monopolization and attempted monopolization claims against Amazon should proceed.

https://tinyurl.com/7pru9f4m

"Big Ten Open Books"

Big Ten Open Books connects readers everywhere to fully accessible, trusted books from leading university presses. The first collection of 100 books is on the subject of Gender and Sexuality Studies. The ebooks are free-to-read by anyone with an Internet connection. They are also openly-licensed under Creative Commons licenses which make most of the titles free-to-reuse in any non-commercial way. . . .

The works in this collection have all been previously published by university presses and have undergone a rigorous selection and quality certification process that allows readers and users of this collection to trust the veracity of the content made available. Participating presses are Indiana University Press, Michigan State University Press, Northwestern University Press, Purdue University Press, University of Michigan Press, and University of Wisconsin Press.

https://tinyurl.com/37y66ccw

The Anti-Ownership Ebook Economy: How Publishers and Platforms Have Reshaped the Way We Read in the Digital Age

This report explains that, while there is nothing new about publishers’ desire to seek novel ways to increase revenues, along with control and surveillance of readers, the new publisher-platform partnership creates a mechanism to align the ebook market with those goals. That new market alignment raises questions about whether these shifts are the best option for readers and institutional book buyers, particularly libraries. It also raises questions about how the newest players in the market — ebook distribution platforms — shape things to align with their own interests.

In order to fully understand the dynamics at play, we interviewed over 30 stakeholders that fill various essential roles in the ebook marketplace, from publishers to platform CEOs to literary agents, librarians, and lawyers. We discussed the priorities, concerns, and constraints that help shape their participation in the ebook marketplace. Our goal was to understand and document how this world looks through their eyes, and synthesize those views into broader conclusions.

https://tinyurl.com/4762bbyv

"Open Access Books through Open Data Sources: Assessing Prevalence, Providers, and Preservation"

In total, 396,995 unique records were identified from the OA book bibliometric sources, of which 19% were found to be included in at least one of the preservation services. The results suggest reason for concern for the long tail of OA books distributed at thousands of different web domains as these include volatile cloud storage or sometimes no longer contained the files at all.

https://doi.org/10.1108/JD-02-2023-0016

"Beyond BPCs: Reimagining and Re-infrastructuring the Funding of Open Access Books"

A major issue is that the sheer cost of BPCs [Book Processing Charges] makes them an extremely expensive way of funding Open Access books. For large commercial publishers, BPCs of £11,000 and more for a conventional academic book are typical. Given very few academics would themselves have the capacity to easily cover these kinds of costs, BPCs are usually paid by universities or funders — sometimes from a specific fund set aside to cover the costs of Open Access publishing, sometimes from a general unallocated part of a university/department budget, sometimes from the budget of a research grant.

As Open Book Collective colleagues have argued again and again, in line with the aims and mission of the COPIM project, as well as arguments made by other project colleagues, a BPC-based Open Access publishing model is fundamentally unsustainable and unscalable. Any requirement for the higher education sector to pay BPCs on a broadscale basis would require an unparalleled national and global injection of funding. . . .

The Open Book Collective’s online presence " its "platform" serves many functions, including providing information about our aims, governance, model and values, as well resources about Open Access. However, a key part of the platform is the area where publishers and publishing "service providers," as we call them (the organisations that provide the crucial infrastructures for Open Access book publishing) make available ‘Offers’ that universities and other organisations can potentially subscribe to. . . .

In the Open Book Collective model, we give publisher/service provider members substantial — but not total — control over how their individual Offers are priced. Each initiative proposes a "tiered" costing Offer to us (tiered pricing involves varying subscription prices by university’s size and/or national context), which we assess to determine whether it is fair and reasonable. If so, and our Membership Committee agrees that the initiative meets our broader membership criteria, then it is eligible to become a member of the Open Book Collective, with its Offer potentially hosted on our platform.

https://bit.ly/45yZsXQ

"Towards an Author-Centered Open Access Monograph Program: Understanding Open Access Cultures in Scholarly Publishing"

Author attitudes towards Open Access (OA) remains an important area of investigation in academic publishing. The successful implementation of new OA infrastructure and business models depend on their reception within scholarly communities. This paper proposes "Open Access Culture"—the set of beliefs, practices, and attitudes towards OA publishing shared by members of an academic field—as a framework to understand how OA innovations are and will be received by different scholarly communities. The investigation of OA culture helps identify the needs of individual academic fields (e.g., the importance of print publishing for a particular field), thus foregrounding author preferences in the publishing process. The University of Michigan Press (UMP) is drawing upon the OA Culture framework to aid the implementation of its OA monograph initiative. UMP has undertaken research (author survey as well as editor, author, and librarian interviews) to understand how the monograph initiative will integrate different fields. This paper presents results of this research demonstrating the application of the OA Culture framework to several fields, as well the Humanities, Arts, and Humanistic Social Sciences (HSS) more broadly. This is one way that University Presses may take an author-centered approach to OA publishing programs, one that foregrounds the needs of individual authors and considers their unique disciplinary context. Moreover, the paper offers a recent view of sentiments towards OA in the HSS and thus helps to contextualize the current OA landscape.

https://doi.org/10.3998/jep.3332

"What is Your Threshold? The Economics of Open Access Scholarly Book Publishing, the ‘Business’ of Care, and the Case of punctum books"

In this article, we share how a small, independent, academic open access (OA) press, punctum books, has survived and can maybe thrive financially, but also in terms of human quality of life dividends, in the very precarious landscape of making and funding open books. Tracing the history of the press and our bumpy road to better financial sustainability, and the ways in which we have settled upon a business model that purposefully "scales small," we argue that the mission and the business model of any OA book publisher must be in better alignment than is currently the case in much of academic publishing and that bibliodiversity, along with an ethics of care—of ourselves, our authors, and the librarians who fund us—should be paramount in everything we do as a publisher. We also offer a brief survey of the current state of the field of library funded OA books initiatives in order to raise some questions about the weight and logics of these initiatives and, with more and more players entering this scene, about the viability more largely of consortial library funding for OA books in the United States.

https://doi.org/10.3998/jep.3627

"Books in a Bubble.: Assessing the OAPEN Library Collection "

Open access infrastructure for books is becoming more mature, and it is being used by an in-creasing number of people. The growing importance of open access infrastructure leads to more interest in sustainability, governance and impact assessment. For this paper, we will assess the OAPEN Library. In the spring of 2022, it passed the milestone of 20,000 titles. This was a good moment to evaluate the core asset of the OAPEN Library: its collection.

The OAPEN Library contains freely accessible books and chapters, all of which have undergone external peer review. In other words, it functions as an academic library and in our assessment we should treat it as such. However, it is an online library and the limitations of physical books do not play a part. Shelf space is not to be considered.

More important is the question of how well the collection meets the needs of its users. The OAPEN Library sees global usage; the collection reflects this by offering titles in over 50 languages. The collection is not focused on a specific subject area, but the choice of medium — books and chapters, not journals and articles — is more strongly associated with the humanities and social sciences. It does not track its users, but the supporters of the OAPEN Libraries are globally dis-tributed academic institutions, scientific and scholarly funders and publishers. An assessment of the OAPEN Library should therefore take into account the diversity of languages, subjects and stakeholders.

https://doi.org/10.36253/jlis.it-498

"Sustainable Futures for OA Books: The Open Book Collective"

This article describes and explains the need for the work of the Open Book Collective (OBC). The OBC is a major output of the COPIM project (Community-Led Infrastructures for Open Access Monographs). The collective will bring together diverse small-to-medium open access (OA) publishers, open publishing service providers, libraries, and other research institutions to create a new, mutually supportive, and interdependent community space and platform designed to sustainthe future of OA book publishing. The OBC is founded upon equitable, community-led governance and helping publishers move beyond Book Processing Charges (BPCs). Central to the functioning of the Open Book Collective is an online platform that will make it far quicker and easier for libraries and other potential subscribers to compare, evaluate, and subscribe to different OA publishers and open service providers via membership packages. The OBC supports small-to-medium OA publishers by way of the COPIM (Community-Led Publication Infrastructures for Open Access Books) philosophy of "scaling small." This allows publishers and other members to operate sustainably and collaboratively whilst retaining their diverse and singular editorial missions, rather than operating from philosophies centered on economic growth, competition, and monopoly.

https://doi.org/10.3998/jep.3372

"Open Access to Books — the Perspective of a Non-profit Infrastructure Provider"

This article describes the open access (OA) book platforms OAPEN Library and Directory of Open AccessBooks (DOAB), based on 1.the development and activities of OAPEN in the first ten years; 2. the underlying technical approach behind the platforms; 3. the current role of OAPEN and DOAB and future outlook.

OAPEN started out as a project funded by the European Commission, and become a legal non-profit Dutch entity in 2011. It hosts, disseminates and preserves open access books. OA book publishing has been explored in several pilot projects. Its current collection contains over 24,000 documents. DOAB launched in 2012, inspired and supported by DOAJ. It became a legal non-profit Dutch entity in 2019, owned by the OAPEN Foundationand OpenEdition. It’s current collection contains close to 60,000 titles.

The data model of both platforms is optimised for a multilingual collection and supports funding information. Ingesting books has been optimised to support a wide array of publishers and the dissemination of books takes into account search engines; libraries and aggregators and other organisations. The usage has grown in the last years, to 1 million downloads per month.

The future developments entail increased support of research funders with the establishment of a FunderForum and multi-year research into policy development. DOAB will invest more in bibliodiversity, by adding more emphasis on African and Asian countries. Also,DOAB will roll out its Peer Review Information Service for Monographs (PRISM).

OAPEN and DOAB will continue to work on developing reliable infrastructures, policy development and quality assurance around open access books.

https://doi.org/10.3998/jep.3303

Good, Better, Best: Practices in Archiving & Preserving Open Access Monographs

Good, Better, Best: Practices in Archiving & Preserving Open Access Monographs brings together the project’s growing knowledge and understanding around this community of practice, as well as reports on the Work Package’s research and development over the course of the project.

Following an introduction chapter giving a brief background landscape summary alongside employed methodologies, Chapter 2, "A basic guidebook for the small and scholar-led press" considers good, better, and best practices around file formats, metadata, content packaging, existing routes to digital publication archives, archiving and preservation workflows, and challenges surrounding copyright, reuse, and licensing. Additional chapters detail the repository workflow experimentations, both manual and automated, as well as successful proof-of-concept archiving in two online repositories: one, and institutional repository, and the other, the Internet Archive. Along with a chapter (Chapter 6) that explores the current understanding around implications for archiving and preserving complex and experimental monographs, two further chapters (7 and 8) look at future work: the expansion and development of the Thoth Archiving Network and the new Open Book Futures project, beginning May 2023. Appendices include signposting to toolkits, guides, and resources, as well as a brief glossary that provides links to more comprehensive archiving and preservation glossaries already in existence. We hope this will be a useful resource for the small and scholar-led press community and beyond.

https://doi.org/10.5281/zenodo.7876047

"Searching for the Right Ebook Business Models"

Part of the problem is that ebook models have been tied to the traditional concept of the book for too long, which has failed to recognize the potential added value of both ebooks and textbooks. As Ashcroft put it: "We’ve always had a policy of pricing our ebooks for institutional use at the same price as our print books. So, a PDF licence to an institution for use by everybody with no limits to usage or downloads, simultaneous usage, has always cost the same as a print book. We asked ourselves whether that was actually the right approach and came to the conclusion that an electronic format made available in that way does actually deliver an additional value versus the print book, so for our own books we have decoupled the ebook prices from the print prices and ebook prices for institutions have increased as a result, just to reflect the additional value that they represent to an institution."

https://bit.ly/3oMzD5B

"Z-Library Plans to Let Users Share Physical Books through ‘Z-Points’"

Z-Library appears to be shrugging off a criminal investigation as if nothing ever happened. The site continues to develop its shadow library and, following a successful fundraiser, now plans to expand its services to the physical book market. Z-Library envisions a book "sharing" market, where its millions of users can pick up paperbacks at dedicated "Z-Points" around the globe.

https://cutt.ly/i7bAHGU

Governing Scholar-Led OA Book Publishers: Values, Practices, Barriers

This report develops and focuses on some of the issues we have previously explored within COPIM with regard to community governance, such as the challenges of governing a collective and the relationship of governance to common resources, to explore how these apply in practice to the publication of books by small-to-medium Open Access publishers, as well as what barriers they have faced in implementing their governance models. It presents and discusses the results of six interviews with the small and medium Open Access publishers which make up the ScholarLed consortium. It then offers some recommendations and insights into how other small and medium Open Access publishers might set up and/or improve their governance practices, including how the Open Book Collective might support them in doing so.

https://doi.org/10.21428/785a6451.e6fcb523

Digital Scholarship Releases New PDF Versions of Its Bibliographies

This spring, Digital Scholarship’s bibliographies in the HTML format were reformatted as single page files with internal navigation. This included all bibliographies that were in HTML format only as well as the HTML versions of paperback books. These new PDFs are in a 12 point font and are designed for printing; however, they also have live links for immediate access. There were no content changes. For a list of all Digital Scholarship publications, see the site map.

Academic Library as Scholarly Publisher Bibliography, v. 3

Altmetrics Bibliography

Digital Curation and Preservation Bibliography, v. 2

Digital Curation Bibliography: Preservation and Stewardship of Scholarly Works

Digital Curation Bibliography: Preservation and Stewardship of Scholarly Works, 2012 Supplement

Digital Curation Resource Guide

Electronic Theses and Dissertations Bibliography, v.7

E-science and Academic Libraries Bibliography

Google Books Bibliography, v. 7

Institutional Repository Bibliography, v. 4

Open Access Bibliography: Liberating Scholarly Literature with E-Prints and Open Access Journals

Open Access Journals Bibliography

Open Access Webliography

Research Data Curation Bibliography, v. 10

Research Data Publication and Citation Bibliography

Research Data Sharing and Reuse Bibliography

Scholarly Electronic Publishing Bibliography, v. 80

Transforming Peer Review Bibliography

Transforming Scholarly Publishing through Open Access: A Bibliography

"Controlled Digital Lending Takes a Blow in Court"

The implications of this ruling are potentially profound, and, given the strong lean in the publisher’s favor, they are potentially troubling for libraries and the rights of those who seek to engage with content in our evermore digital and digitized world if the decision stands through the forthcoming appeals. For the significant amount of content that exists in print form and for which there is no publisher-sanctioned digital version available, that content has become effectively walled off from the digital world until it passes into the public domain—essentially for longer than anyone reading this blog is alive. Those who live in close proximity to and have access to world-class institutions with sizable print collections can get access to much of this content. For the vast majority of library users, this will not be the case. Their access will be significantly curtailed, but to paraphrase the ruling, this public interest is secondary to the interests of publishers in exercising their monopoly.

http://bit.ly/40GaNC4

"In a Swift Decision, Judge Eviscerates Internet Archive’s Scanning and Lending Program"

"At bottom, IA’s fair use defense rests on the notion that lawfully acquiring a copyrighted print book entitles the recipient to make an unauthorized copy and distribute it in place of the print book, so long as it does not simultaneously lend the print book," Koeltl wrote in a March 24 opinion granting the publisher plaintiffs’ motion for summary judgment and denying the Internet Archive’s cross-motion. "But no case or legal principle supports that notion. Every authority points in the other direction."

https://cutt.ly/54AdZfY

Millions of Digitized Books May Be Destroyed: "Press Conference Statement: Brewster Kahle, Internet Archive"

Here’s what’s at stake in this case: hundreds of libraries contributed millions of books to the Internet Archive for preservation in addition to those books we have purchased. Thousands of donors provided the funds to digitize them.

The publishers are now demanding that those millions of digitized books, not only be made inaccessible, but be destroyed.

This is horrendous. Let me say it again—the publishers are demanding that millions of digitized books be destroyed.

And if they succeed in destroying our books or even making many of them inaccessible, there will be a chilling effect on the hundreds of other libraries that lend digitized books as we do.

This could be the burning of the Library of Alexandria moment—millions of books from our community’s libraries mdash;gone.

http://bit.ly/3JHMjli

"Guest Post — Open Access for Monographs Is Here. But Are We Ready for It?"

For our next step at UNC Press, we have been helping to develop a new initiative that is essentially a compromise between the legacy model of university press publishing and a fully -funded OA model. Path to Open is a concept modeled on the NEH Fellowship Open Book Program which provides for a three-year embargo period during which presses can participate in conventional cost-recovery activities, including selling print and consumer (e.g., Kindle) eBooks. During this time, JSTOR will be offering the digital versions of these titles to academic libraries and institutions in an exclusive subscription collection. JSTOR will pay presses an estimated $5,000 for each title put into the program.

http://bit.ly/3K4wO88

Handbook on Comparative E-lending Policies in Europe

This Handbook overhauls current stereotypes about e-lending. The studies and investigations quoted in the Handbook demonstrate that e-lending in libraries is a formidable instrument for promoting e-books.Results may be short of sensational: when promoted by libraries, an individual title may see a 818% growth in e-book sales and 201% growth in print sales.

The number of e-lending transactions, measured in relation to the number of inhabitants, also shows that the market for e-loan transactions is now dramatically low and has to make great strides for the benefit of all actors in the e-book value chain.

The number of e-lending transactions, measured in relation to the number of inhabitants, also shows that the market for e-loan transactions is now dramatically low and has to make great strides for the benefit of all actors in the e-book value chain. It is now from 10 to 100 times lower than the number of book loans and in some cases, like in France, 400 times less.

bit.ly/3JuFwew