or, The Hitchhiker’s Guide to Fear and Loathing at a Public Library Reference Desk




How Would You Improve The Overdrive Interface?

   July 11th, 2012 Brian Herzog

Over the weekend, Stephanie tweeted:

Stephanie's tweet

I thought she was right on (sadly), so I retweeted it. The next day, @OverDriveLibs replied:

OverDriveLibs' tweet

Good on them for paying attention and being open to ideas. Since they're listening, I put together the following list that I think would improve the Overdrive experience.

Granted, I know their web interface is somewhat customizable, so different libraries have different looks and slightly different experiences. And, I know they have a mobile interface, which I'm going to ignore for now. I also won't even talk about Overdrive Advantage, because I don't know how much just seems overly complicated to me due to my library being part of a consortium.

  1. Remove the bookbag entirely.
    It doesn't seem like a whole lot of people shop for and then check out a bunch of books at once. In my experience, most people look for one book at a time, and then download it. This process becomes overly complicated by having to add that one book to the bookbag, review the bookbag, then proceed to checkout to download it. I think Overdrive would be so, so much easier to use if, instead of the "add to bookbag" link, people clicked a link that would take them right to the download process.

    If you make downloading a book easy enough, and then return people back to where they were after downloading is complete, you don't need a bookbag anyway.

  2. Combine the loan-period selection screen with the download button screen.
    Once someone chooses a book they want to check out, they should be taken to a single screen that lets them choose the loan period AND click a button to download right from that page. Combining these eliminates a step, which would go a long way to making Overdrive easier to use. The whole experience should be:

    1. search for book, then click the link to get the book
    2. choose loan period, click "Download" or "Get for Kindle" button
    3. struggle with DRM software*
    4. enjoy book

    I see no reason why the process couldn't be this streamlined.

  3. Change "add to bookbag" link text.
    With the bookbag gone, the "add to bookbag" link needs to be changed. One problem I've seen patrons have is making sure they choose the right format - because format is specified on the left of the screen, but the link they need to click is on the right.

    Overdrive example

    It seems difficult to make a mistake, but I have watched more than one person do it - especially in this scenario: Someone has a Kindle, and they limit to show only available items. The Kindle item is checked out, but the EPUB line says "add to bookbag" - the person is thinking Kindle, and sees the "add to bookbag" link, so they click it. Likewise, I've also seen people download an ebook thinking they were getting an audiobook.

    My suggestions for better link text is:

    Instead of Replace with
    add to bookbag Download Kindle Ebook
    Download EPUB Ebook
    Download WMA Audiobook
    Download MP3 Audiobook
    place a hold Request Kindle Ebook
    Request EPUB Ebook
    Request WMA Audiobook
    Request MP3 Audiobook

    I actually go back and forth between "Download Kindle Ebook" and "Checkout Kindle Ebook" - Checkout has better library connotations, but Download is more evocative.

  4. If someone limits to a format, show only that format.
    I hate that a patron can limit to see only Kindle books, and yet EPUBs will still display, if we have both formats for the same title. If someone limits to Kindle, then hide the EPUB line from the image above (and same for audiobooks).

    And because format is so important, it should be easier to limit to format - for instance, provide a separate interface for each format that libraries can link to, like, "click here to search for EPUB ebooks." And then, all the patron would see are EPUB ebooks, without them having to further limit to format.

    The advanced search format limiter box should include options for "all Ebooks" and "all Audiobooks" options, since someone with an iPad and a Kindle app can use either format. Also, when someone limits to format in advanced search, this should stick even if they click a "Browse by Genre" link too.

    Patrons should be able to save their preferred format in their account settings, so they don't have to keep limiting every time they return.

  5. Change the search algorithm to AND and not OR.
    If you search my consortium's Overdrive catalog for "vonnegut last" there are 42 results. However, a search for just "vonnegut" gets four results, and a search for just "last" gets 38. 4+38=42, which means there is no overlap between those search terms. Most people searching for more than one word except to find items containing BOTH of those words.

    When our Overdrive catalog was new, and we didn't have a lot of items in the collection, using the OR operator seemed like a cheap trick to make it appear that we had a bigger collection than we did. We're past that now, and clogging up the search results with everything under the sun just adds to why Overdrive is difficult to use.

  6. Keyword searches should search title and author fields
    This refers to the keyword search on the advanced search screen. "Keyword" seems like is should search everything, but it doesn't. Why not? If it's not actually a keyword search (like the basic search box on every page), then call it something else. Or better yet, just replace it with the actual keyword search.
  7. Add a direct link to the software download page.
    The Overdrive Help pages are getting better, but the fact that they periodically change means that library staff even need to refamiliarize themselves with how to help patrons. The most common question that sends me to the Help pages is to download Overdrive Media Console or Adobe Digital Editions. However, none of the options on the Help screen mention downloading software, and I can never remember which one it's hidden behind. Just having a "Download Free Software" option on the Help screen, which leads to a device/OS selection, would be great.
  8. AARRGH!
    I know this is beyond Overdrive, but getting things set up on an iPad can sometimes get trapped in a loop: in order to install the Overdrive app, you need to create an Adobe ID, but one of the Adobe webpages requires flash, which the iPad does not support, so you have to use a computer to actually accomplish everything. This doesn't happen every time, and I don't know why it does sometimes and not others, but I've seen patrons trapped in this loop more than once - and Overdrive gets the blame every time (justified or not), which just sours the patron on using Overdrive in the future.

I sure this is just the tip of the iceberg. Since Overdrive asked for input, please suggest what improvements you'd like to see in the comments below or tweet them to @OverDriveLibs.

 


*DRM is a much larger issue, and not entirely under Overdrive's control - so I won't even discuss it here, and instead just focus on their interface and things they can improve. But let's all enjoy The Brads Why DRM Doesn't Work comic once again.



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Freading Ebook Library from Library Ideas, LLC

   February 8th, 2012 Brian Herzog

Freading: a new look at library lendingLast week, a salesman from Library Ideas, LLC, came to demo their new ebook product, Freading. This is the same company that has the DRM-free music download product Freegal, so I was curious to hear their approach to ebooks (tl;dr version is their excellent FAQ).

Ebooks are more popular than ever in my library, and our Overdrive ebook catalog (which we share with 36 other libraries in my consortium) just cannot keep up. Patrons are disappointed that everything they want to read isn't available for immediate download (either because the publishers won't deal with Overdrive or because other patrons already have that ebook checked out).

And that's how Freading is different: instead of the Overdrive model of building your library ebook collection by purchasing one ebook that only one person can use at a time, the Freading model gives immediate access to their entire 15,000+ ebooks, and any number of patrons can download the same ebook at the same time.

A Better Model?
I really like this model much more than Overdrive, because patrons never have to wait for books, and right off the bat you're offering a huge collection. Although there is the question of sustainable cost, which I'll get to later.

They also have a lot of kids books - at least, more than we currently offer with Overdrive.

Another huge plus is that I find the interface and whole download process way easier than Overdrive. You can check it out at http://freading.com - it's not the most elegant interface, but the process really is just three steps:

  1. Search for an ebook
  2. Click to view the ebook details (title, author, summary, etc)
  3. Click to download (all are epub, some are also pdf)

Yay for not having to "add to bookbag" first, and all the other extra steps.

Multiple authentication methods are available, so there is also the step of the patron entering their library card number. Then, downloaded ebooks go through Adobe Digital Editions just like Overdrive, and patrons would use that to transfer to their devices (or their app for smartphones and tablets).

Some Drawbacks
One major drawback is that it doesn't work with the old-style Kindles, but it does work with Kindle Fire and pretty much any other ereader. This is almost a deal-breaker, as about 70% of the people I've been helping use basic Kindles.

Another drawback is that they don't have books from the major publishers in there. They do have books from 45 publishers, but I searched for our most popular Overdrive ebooks, and none of them were in Freading. So at best, this would be a supplement to Overdrive, until the bigger publishers get on board.

Which, according to the salesman, is just a matter of time, because of the payment model Freading uses. In their model, libraries will be paying every time an ebook is downloaded (rather than buy it once and use it indefinitely like Overdrive [except for HarperCollins]), so theoretically the publishers stand to make more money this way.

Side note: check out Cory Doctorow's American Libraries article on revamping copyright, and also the White House petition to reform U.S. copyright law in regard to libraries. (via)

Something else is that, even though I like their interface, it amounts to being yet one more place patrons need to check to cover all their bases. I asked about MARC records to put in our main ILS catalog, (which we do for ebooks from Overdrive and Safari), to make it easier for patrons to find the ebooks we have access to. The salesman said they can do it, but it's still in process and should be available by PLA in March. But then there's the question of whether we want to dump 15,000+ new records into the catalog, on the off-chance someone might want it.

Pay-Per-Download Model
Within Freading, "paying" for downloads all happens on a "token" system. A token is $0.50, and it takes different amounts of tokens to download different types of books. Their breakdown is:

Ebook Type #tokens/download Renewal
Ebooks published less than 6 months ago* 4 tokens ($2.00) once for 1 token ($0.50)
Ebooks 7 months - 2 years old 2 tokens ($1.00) once for free
Ebooks older than 2 years 1 token ($0.50) once for free
*Publishers do make exceptions for bestsellers or popular books - the example he gave was Water for Elephants which, although it is more than 2 years old, is still a 4 token book.

Patrons would each get, say, 5 tokens a week (this can be adjusted by the library). Unused tokens continue to rollover for 4 weeks, and then are lost (so if you had 1 token left after week one, week two you'd have 6 tokens, but week one's extra token, if not used, would disappear in week five). Libraries can also cap the total number of tokens their patrons can spend a month, to control how much money the library spends.

I looked into my library's Overdrive stats for Jul-Dec 2011. We averaged about 356 downloads a month. If the 4/2/1 token breakdown is averaged at 2 tokens, that means we'd be spending about $356/month on downloads, or about $4200/year. It's hard to estimate, because I think Overdrive stats are way down because so many people are on waiting lists, but if Freading doesn't have a lot of the popular titles that Overdrive has anyway, then it might be a wash (not to mention subtracting out all the Kindle users).

The other cost to factor in is a one-time setup fee of $150. After that, libraries only pay for downloads, not a platform fee or annual subscription or anything else.

How it Works for Patrons
Once someone does download a title, they have it for 2 weeks, and then it automatically expires (like Overdrive). At any point after that 2 weeks, the patron can renew the book once (whether it be immediately after the first two weeks, or months later - and see table above for renewal costs). After the one renewal though, the price goes back to regular, and they would need to spend more tokens to check it out a third time.

We haven't decided whether or not we'll go with this product, but I certainly think they have a lot in their favor. The salesman said three libraries in Connecticut are already running it (http://www.westportlibrary.org is one), and I found an article saying their count is up to 50 and lists some other libraries.

And again, check out their FAQ for more information on how it works. Hopefully I got all the details right, but please weigh in if your library is using this - or NetLibrary, or any other ebook service.



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Reference Question of the Week – 1/1/12

   January 7th, 2012 Brian Herzog

As we have come to expect over the last couple years, the first few weeks after the Christmas holidays means a rather dramatic spike in the number of questions about ebooks. The effect this year seemed more profound that usual, which led me to this conclusion:

Tweet: I think "how do I download ebooks?" has just surpassed "where is the bathroom?" as the #1 reference question #timestheyareachangin

This year, my library planned a program on using ebooks with library resources for the first Saturday in January. The plan was for me to talk about Overdrive, and give live downloading demos for a Kindle, iPad, and Nook. Also, we invited a sales associate from the local Radio Shack to come talk about the non-library aspects of ereaders - buying ebooks, the differences between the devices themselves, and hopefully answer a few hardware tech support questions.

Our meeting room is big enough, and ereaders are small enough, that I didn't think just holding one up would really help people in the back see which buttons to press. I got the idea of using a camera, pointed at a Kindle or Nook, to project what I was doing to it up on a screen, to make it more visible. I have a little external webcam that I plugged into a computer, and clamped it so it's pointing straight down at a table (where the ereader will sit). Then I found this software called FSCamView which does nothing but take the feed from the webcam and display it full-screen on the laptop. Then, plugging the laptop into a digital projector shows whatever I put in front of the webcam up on the big screen. How could that go wrong?

And since my library is lucky enough to have two digital projectors, I also plan to have a second computer to project the Overdrive catalog. This way, hopefully, people (even in the back) will be able to watch me search the Overdrive, checkout an ebook, download and transfer it to the ereader, and simultaneously see it actually show up on the device.

Here's what the setup looked like 20 minutes before we started:

Presenting with two screens

We presented from the podium in the right corner. Slides (and websites) on the computer were projected onto the wall in the center by our in-the-ceiling projector, and the webcam/projector/ereader setup was on a little table next to the podium, projecting onto the screen on the left side of the photo - you can see an iPad up there now.

It worked well enough for our purposes, and I think people were happy to (sort of) see what we were doing. The problems we had were that the camera wasn't very high resolution, and the lighting was tricky - not to mention glare off the devices.

Even still, the program was a huge success. We had over 100 people in the room (which seats 80), and had to turn people away. On the spot we decided to hold a repeat program in a couple weeks for all the people who couldn't attend this one. I think everyone learned something, and many said that after seeing the steps it takes to download ebooks from Overdrive, they now understand and can do it themselves. Yay for that.

I'm going to keep fiddling with the webcam/projector setup, because there's got to be an easy way to improve that. Then it'll be fun to think of other programs that might benefit from projecting physical objects up on the wall. Hmm.



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Most Popular Computer Ebooks (at my library)

   September 22nd, 2011 Brian Herzog

Safari Computer EbooksSince getting back to work this week, I've been trying to get caught up on emails and feeds.

Stephen's Lighthouse linked to the top 25 most downloaded titles on Overdrive - which reminded me that I had recently done our year-end database usage stats, and compiled highest-access titles for our Safari Computer Ebooks database.

Our top 12 most-accessed books were:

Title, Author Accessed
Sams Teach Yourself Java in 24 Hours, Fifth Edition, by Rogers Cadenhead 706
CISSP Exam Cram, Second Edition, by Michael Gregg 684
CISSP Study Guide, by Eric Conrad, Seth Misenar, Joshua Feldman 677
The Green Screen Handbook, by Jeff Foster 577
Java: A Beginner's Tutorial, by Budi Kurniawan 462
Adobe InDesign CS5 On Demand, by Steve Johnson - Perspection, Inc. 358
SAP MM HANDBOOK, by Kogent Learning Solutions, Inc. 356
Microsoft Excel 2010 Step by Step, by Curtis D. Frye 340
Sams Teach Yourself Android Application Development in 24 Hours, by Lauren Darcey, Shane Conder 305
Beginning iPhone and iPad Web Apps: Scripting with HTML5, CSS3, and JavaScript, by Chris Apers, Daniel Paterson 278
Ruby on Rails 3 Tutorial: Learn Rails by Example, by Michael Hartl 270
IT Systems Management, Second Edition, by Rich Schiesser 220

The Safari stats interface doesn't make it really easy to identify this. Finding the number of sessions isn't too bad*, but we have to report the total number of "circulations" for these ebooks - which to me means the number of times each one was accessed.

I was able to run one report that seemed like a master total usage report, which I think indicated that 433 of our ebooks have been "hit" a total of 12,256 times.

Also interesting, if I'm reading these reports right, those 433 books are only about 1/8 of the collection, meaning 7/8 never got touched even once. Also, of those 433, 250 were accessed five or fewer times (totaling 410 circs), and the top twelve books (which all had >200 "hits") have a combined total of 5233 circs. Which means that 12 books account for a little under half of our total activity.

That is shocking, but also should be a fairly good indicator of what the leading technologies are right now (at least for my patrons, and among the selections available in our Safari catalog) - and a good reason to supplement our Safari access with print copies.

 


*Incidentally, we had 963 patron user sessions for FY11



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Books – That Is Exactly How They Work

   May 26th, 2011 Brian Herzog

This image was recently making the rounds - I saw it on BoingBoing and really like it:

Books - This Is Exactly How They Work poster

For a completely different take on how books work, or rather, for an informed academic/programming look at how they will work as ebooks evolve, read Eric Hellman's post on The Object-Oriented Book.

Incidentally, Eric's post came on the same day Cory posted the image above on BoingBoing - I love coincidence.



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CIL2011: Ebook Update and Outlook

   March 22nd, 2011 Brian Herzog

Ebook Update and OutlookMODERATOR: Dick Kaser, VP Content, Information Today, Inc.
Leslie Lees, VP of Content Development, ebrary
Ken Breen, Director, eBook Products, EBSCO Publishing
Rick Rosy, VP & General Manager, Library Services, Ingram Content
Group, Inc.

Ebook publishers talk about the ebook models available from their companies - here are a few points I took away:

NetLibrary and EBSCO

  • 1997 ebooks - came on a CD with a 100+ print user guide
  • NetLibrary brand is going away
  • Ebooks are available for preview on EBSCOhost
  • 3 Users Models - Single User, Three User (Single User with lending), Unlimited
  • Patron model will have lease model - lend books for 1, 7, 14, or 28 days at a time, with payment made for every time a lease is done
  • EBSCO continues to listen and evolve

Ebrary and ProQuest

  • Subscription model - 50,000+ backlist titles available, instant digital library, unlimited access
  • Perpetual Access Archive - purchase and own many titles, many front-list titles, source through various vendors
  • Patron-Driven Acquisition - reduce cost, save selector time, and ensure titles get used (patrons choose what library buys) - model similar to Netlibrary
  • Short Term Loans - rent titles and mediate use (model similar to Netlibrary)
  • Future holds that ILS' will eventually stop being inventory control software, and more access control to a variety of formats

MyiLibrary and Ingram

  • Nashville is a nice place
  • Use model single owner, multiple owner, and patron-driven acquisition
  • Among large academic library, 43% have an ebook copy of the physical book they also own - shows ebooks and books coexist peacefully
  • Focusing on how to keep access to information (ebooks) safe and available no matter what - especially with academic libraries

Overdrive ("and their relationship with the devil")

  • There's been a lot of controversy lately, but the future of ebooks, and the current state of things, is extremely strong
  • Overdrive sees itself as a library advocate - to fight for library rights and provide a marketplace in which all types of libraries have access to econtent
  • Continually innovating - mobile apps already available for Apple products, soon coming to Blackberry, always updating Overdrive Media Console software, always adding new content (new titles and new publishers) to the library - it's all about providing options
  • You will see more and more DRM-free books - there will be more self-publishing options
  • Most Overdrive libraries are experiencing 600% circ growth - Jan-Apr 2011 will see more circs than total circs for 2010
  • If you can, attend Digipalooza - this is the best opportunity to sit down with Overdrive and publishers and have your voice heard and your opinions known

Questions & Answers

  • What's going on with DRM and ebooks? How does that mechanism work?
    Overdrive: More DRM-free is coming. Copyright is set by the publishers, not Overdrive (OD advocates for libraries). Adobe is the main mechanism to make download, transfer, and file expiration possible

    Ebrary: some publishers are more willing than others to loosen policies in some channels - we're pushing for more consistency across the board

    Ingram: Most publishers require DRM, but some large consortium have been able to negotiate reduced-DRM or DRM-free options - this shows that money talks

  • Could you please develop a standard so ebooks download to all devices easily?
    Adobe isn't actually very good, it was just the first one. Overdrive is working on direct-download options, and Adobe is working to improve. Each ebook supplier having their own proprietary software is a problem, and difficult for libraries to get full support. Vendors usually do this because of the standards they are trying to meet. Overdrive has a front-line tech support in beta with NYPL(?), and will be available soon - hopefully by ALA.
  • Do all of you work with the same publishers?
    There is probably differences between Overdrive (which focuses on public libraries) and those vendors that focus on academic libraries
  • Do you allow more than 10 pages to download/print before new charges?
    It is growing - standard options seems to be about one page, one chapter, or any 60 pages


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