Overview of responses in our online panel
Our online panel, unsurprisingly, was a relatively tech savvy group. The vast majority of library patron respondents owned a desktop or laptop computer, as well as a cell phone. Over half owned an e-reader, and about half owned a tablet computer—far higher than the 19% of the general population who own such devices.
A large number of the respondents discussed how technology is used in many parts of their lives. “I live on the internet. My devices keep me connected to friends and family. I also do a lot of traveling so the ability to take service with me (instead of relying on wireless connections) has been really key.”
Many of the more tech-savvy patrons said that they like gadgets, but usually wait for price to go down (and bugs to be worked out) before purchasing. “I like for things to be on the market a while before I buy. I do a lot of research and listen to other people’s experiences before I jump in. Once I’m in, I love it,” one e-book borrower told us. Another described herself as a “gadget lover on a budget. I usually get last year’s model.”
Many also mentioned that since they use computers all day for work, they enjoy using e-readers and tablets in the evenings as a change of pace. “I work in technology, and tend to not want it in my personal life,” one said.
Among the online respondents who did not see themselves as very technically inclined, many mentioned that while they are not usually an early adopter, they now love their e-reader. As one put it, “I am very techno-challenged!! But I love my Kindle, don’t know how I would live without it … I am a bit intimidated with technology but definitely see the need for it. I just need to take my time to learn new things.”
Another patron wrote, “I’m not a Luddite, but I tend to cringe when new technologies are introduced. Thank goodness for our rural library staff who assist me in downloading e-books. I feel like I am a bit behind the curve of technology, but am aware of what is ‘out there.’ I use my smartphone for everything from surfing the web to social networking to emailing, playing games, and research. The free apps I’ve been able to download help me identify prescriptions I have been prescribed, identify possible illnesses by listing symptoms,” as well as “figuring out how much of a tip to leave at a restaurant, reading QR codes, calculating, taking notes and keeping lists, mapping a trip, shopping online auctions and much more. Gee, maybe I am ‘with it’!”
Many mentioned having a spouse, child, or friend who is more tech-savvy than them and serves as an inspiration or teacher:
- “My husband is a techno-geek; I follow his lead.”
- “I’m naturally a slow adopter of new technologies, but I’ve been pulled along by my faster technology adapting friends. I only got my first laptop a few years ago, but now suddenly I have a laptop, iPhone, and NOOK. And I love them.”
- “I spend most of my work day on a computer and hate having to learn new things/programs. I depend on my college age child to help me with keeping up and cleaning up my devices. I LOVE my e-book reader (constant companion and my preferred way to read books) and I use my iPod almost exclusively for listening to audio books.”
Checking out e-books
How they find out about the process
The patrons who responded to our online questionnaire generally learned about e-book lending at their library either at their library’s physical branch or through direct online communication from the library. One patron learned about e-book lending from signage inside the library, but added, “Our library director uses the Facebook page to communicate, which works really well for me.” (About seven in ten libraries use social networking tools such as Facebook, according to the ALA.40) Additionally, many patrons heard about e-book lending from their library’s newsletters (both print and email).
Some patrons saw announcements on their library’s websites—especially patrons who were already using the library’s website regularly to reserve books. Still others simply noticed the option for e-books in online catalogues by chance. “I heard libraries starting to lend e-books in the general media, so I went to my library website to see if they offered that service. The library doesn’t communicate with me very well, except for overdue/pickup notices,” one e-book borrower in our online panel told us, adding that she wished the library would make use of social media. “I want to feel more connected to what is happening there, but don’t find out about anything until I visit the branch and see posters on the walls.”
Others learned of the program through word-of-mouth or local newspaper ads. “A friend told me,” one patron told us. “In a small town word of mouth is always the most effective way to communicate.”
Finally, many had been unaware of whether or not their library offered e-books, but started seeking out information on e-book borrowing once they had purchased an e-reader (or were thinking of getting one).
Many librarians told us that they wanted to increase their advertising efforts. “I’d like to partner more with local business to get the word out and do some more in-house advertising,” one said.
Another librarian pointed out that while the local library system publicized its e-book collection on the library’s website and social media accounts, these methods were best at reaching patrons who were already “plugged in” to the library’s services:
“We publicize on the library website, the library’s Facebook and Twitter accounts, and in house. The trouble is that libraries don’t tend to have money available for marketing. We’d love to spread the word in places where we might catch the attention of people who don’t regularly use the library; we just can’t afford to.”
Another respondent described the struggle to reach new audiences:
[money]
For some e-book borrowers, however, system labels and nomenclature was not necessarily intuitive. One patron wrote, “I was with a friend at the branch who told me. I then picked up a card with the URL. The name of the program is OverDrive which makes no sense. I would have had no idea of what it was if the person I was with had not given me the hint.” A librarian also mentioned that awareness was not everything. “I think most patrons know about the services, but some are not quite sure how to go about actually downloading titles,” he said.
Finally, though many library staff members said that they could do more to raise patrons’ awareness of e-book lending, some said that there was no need to bring in more e-book borrowers until their e-book holdings could handle them. “I am concerned that demand so far outstrips the availability in our community that I will create too many dissatisfied users with more publicity and no more funds or availability of titles,” one director told us. Another respondent added, “At this point we are almost able to keep up with demand for titles with no special promotion. There is no plan for a special promotion until collection is larger.”
The checkout process
Among the librarians who took our online questionnaire, the most common platform for e-book lending mentioned was OverDrive, although many said they used services such as TumbleBooks, NetLibrary, and Project Gutenberg.41
Some patrons gave an overview of the sometimes complicated process and their reactions:
- “The e-book has to be ‘checked out’ from the library website, downloaded to my computer, opened with Adobe Digital editions, and transferred to my NOOK.”
- “Borrowing e-books in Kindle format is incredibly easy. Most are downloaded through wireless connection, while a few publishers have restricted downloading on their e-books and that must be done through downloading to a PC and then transferring to Kindle. But even then is easy and quick.”
- “I download the books on my home computer. I ‘borrow’ them from the library’s website, which then sends me to my Amazon account, where I can download the book. Because my Kindle is an older version with only 3G and not wi-fi (the Kindle 2), I need to download the book to my computer and transfer it via cable, which is perfectly fine with me.”
- “In one word: UGH. I download at home, and have to transfer them to a device. With audio, I browse and checkout on the computer and then download directly on my iPhone.”
- “Painful! It’s hard to find out what books are available as e-print, it’s hard to know if they are available for check out, and the actual check out process involves multiple steps. Borrowing an e-book from the library is very convoluted as opposed to one-click purchasing from Amazon or Apple.”
Most respondents said their e-books could be checked out for two or three weeks on average, and many could choose how long they wanted that period to be (one, two, or three weeks). In general, our e-book borrowers said that 21 days was usually enough time to read a book, but many wished for the ability to renew. Many also mentioned that they can’t or don’t know how to return e-books before the check-out period is up, which could contribute to longer wait lists for other patrons.
[can be checked out for]
[Two weeks is]
As one patron said, “you are constantly watching the calendar, because if the checkout period expires while you are reading it, it could be months before you are able to check it out again.”
Borrowing e-books: The good, the bad, and OverDrive
Selection of e-books in libraries
In our nationally-representative phone survey, the 12% of e-book readers who borrow e-books from libraries are generally positive about the selection they are offered. Among those who borrowed e-books from a public library in 2011, almost two-thirds say the selection at their library is “good” (32%), “very good” (18%), or “excellent” (16%). Some 23% say the selection is only “fair,” and 4% say it is “poor.”
Though the samples of subpopulations were usually too small to do detailed analysis, the people who were most tied to their libraries and felt most strongly about the library were more satisfied with the selection of e-books that was available to them.
All this evaluation by patrons comes amidst growing demand for e-book lending by libraries. According to the “2011 E-book Penetration & Use in U.S. Libraries Survey” by Library Journal and School Library Journal, 66% of public libraries “reported a steep increase in e-book requests” in the previous year; they generally expect e-book circulation to double in the coming year.42
Issues patrons have encountered
We asked those who borrowed e-books whether they had experienced several of the difficulties that could be associated with such borrowing and found that:
- 56% of e-book borrowers said that at one point or another they had tried to borrow a particular book and found that the library did not carry it.
- 52% of e-book borrowers said that at one point or another they discovered there was a waiting list to borrow the book.
- 18% of e-book borrowers said that at one point or another they found that the e-book they were interested in was not compatible with the e-reading device they were using.
For the sake of comparison, we asked in our December 2011 survey if those who had read an e-book in the past year had experienced several e-book problems at bookstores or online retailers and found that 30% of e-book readers found the store or website did not carry the e-book they wanted and 8% found that the store/website version was not compatible with their digital-reading device.
Availability
The most common complaint among those who checked out e-books from their public library was lack of availability, with 56% of e-book borrowers saying that a book they wanted to borrow was not carried by their public library.
Our online patron focus groups frequently spoke of wanting more e-books available at their libraries, especially for bestsellers—“More copies of books, more books available, longer checkout times,” one suggested. However, despite patrons’ frustrations, they were often aware of the constraints (budgetary and otherwise) their libraries faced. One respondent wrote, “The collection could be improved, but I trust the collection will grow as the technology becomes more ingrained into society.”
The average public library has 4,350 e-books available for check-out.43 As OverDrive spokesman David Burleigh told the Washington Post, it is possible that the relative scarcity of digital titles may be unavoidable due to the rate of technological change. “Libraries have had decades to build their physical catalogues,” he said, while the demand for e-books is a relatively recent phenomenon.44 For instance, at the Chicago Public Library, Computer World reported in January that “there are currently 6,443 e-book titles for borrowing, comprising about 3% of the total collection.”45
Perhaps unsurprisingly, availability was a less of a problem for e-book purchasers. Among all e-book readers, 30% had found that an online store did not carry a particular e-book they wanted to purchase.
Waiting lists
Even when a library has a digital title in its holdings, the e-book may still be unavailable for quite some time due to long wait lists. In our survey, 52% of e-book borrowers in 2011 had found that there was a waiting list for an e-book they wished to borrow from the public library. Of course, it is often the case that popular titles in printed books are also subject to wait lists.
Among the library staff who responded to our online questionnaire, a majority said that on average the waiting lists for the most popular books were a few weeks, although many also said that waiting lists were often several months for the most popular titles.
The DC metro area offers one example of how the high demand for e-books is creating extremely long waiting lists. In Fairfax County, for instance, “officials more than doubled the inventory of e-book copies from 2010 to 2011, to more than 10,000, but demand for the books tripled in that time,” according to the Washington Post, resulting in an average wait time of about three weeks. The article cited Elizabeth Rhodes, collection services coordinator for the Fairfax library system, who said that while up to 85% of the system’s e-books are checked out on a typical day, this percentage grew to 98% after the holiday gift-giving season—a time period when tablet and e- reader ownership nearly doubled among American adults.46
The patrons in our online panel had encountered many wait lists for popular titles. “I don’t think I’ve ever found a single book I wanted to check out without a waiting list, and my tastes are pretty broad,” one told us. The waits were not necessarily very long for some titles—“a week or two generally”—but they make it that much harder to find something available now. Some patrons said they often put holds on a number of books with long wait lists, only to find that many of the books become available simultaneously: “Wait times are long for popular titles, no way to stagger requests (if waiting on 5 titles and all become available at once, it’s use it or lose it), and the selection isn’t real great.”
Many patrons found the specific restrictions on digital content counterintuitive. One mused that it “seems absurd that there is only ONE copy of an e-book in demand and that only one person can use it at a time. That makes sense for a print copy, but not for an e-book.”
Compatibility
With the wide variety of e-book reading devices and e-book formats available, compatibility between devices is a major concern for libraries with digital collections.
One way this issue is managed is by partnering with an e-book distributor such as OverDrive, which manages an array of digital content for 18,000 libraries and schools in 21 countries, including 15,000 in the United States.47 OverDrive generally charges public libraries a set fee for use of their checkout system, as well as a fee per title for patrons to borrow.48 The OverDrive catalog for libraries now includes 700,000 copyrighted e-book, audiobook, music, and video titles in 52 languages. Some 35 million digital titles were checked out via OverDrive in 2011.49
Prior to 2011, e-book borrowers were able to check out several formats of e-books from their local libraries—including ePub, the free, “universal” e-book standard set by the International Digital Publishing Forum (IDPF) since 2007, used by Kobo, Barnes & Noble, Sony, and Google Books.50 However, e-book borrowers could not check out books on Amazon’s Kindle, the predominant e-reader at the time.51 In 2011, however, Amazon partnered with OverDrive, and in September 2011 library patrons who own Kindles were able to borrow Kindle books from public and school libraries in the United States.52
At the end of 2011, compatibility with the patron’s e-reader was not the most prominent problem among those who borrowed e-books from a public library in the past 12 months; about one in five e-book borrowers (18%) said they had wanted to borrow a particular e-book from their public library and found that it was not compatible with their e-book reading device.
For many in our online respondent pool of e-book borrowers, tracking down the right file format was an occasional but persistent headache. “The muddling of different formats can be a pain,” one wrote, “Especially if a book you want is available, but not in your preferred format. I always have to set my searches to leave out audiobooks, since I rarely am interested in those.” Others found it difficult to locate the correct copy. “On numerous occasions I was not paying attention and checked out the wrong format for my reader,” another respondent said.
[t]
Similarly, e-book compatibility was not a major frustration for e-book purchasers: Among all e-book readers, only 8% had found that compatibility was an issue when they wanted to download or purchase an e-book from an online store.
Other issues
Many patron respondents said that the e-book check-out process is relatively easy. They appreciated features like wishlists and lists of recommended e-books, the instant access, and the lack of overdue fines, as well as not having to physically return to the library when a book was due. Said one: “The site can be used with minimal learning, which is good for someone like me who is not tech savvy. It is a very quick process, which is good when I want to get a book to read right away.” Similarly, librarians often cited the ease of lending, the lack of overdue fines, and the ability of patrons to check out e-books from home as major pluses. “There is also 24 hour access to the e-books, so patron do not have to wait for the library to be open to check out a book,” one director pointed out.
However, the difficulty of browsing e-titles was a major issue for many in our online panel.53 A common thread in the responses was a frustration with library websites’ search and browsing capabilities. One librarian told us that “patrons often have a hard time finding titles and then downloading them to their particular device. It is a cumbersome, nonsensical, multi-part process in which we lose too many people along the way.” Many of the patrons in our panel had hit upon a workaround in commercial interfaces, which often include reviews, recommendations, and other ways of discovering new titles: “I will sometimes go to Amazon to find titles I might like, then search them in OverDrive, since Amazon’s interface is so much more reader friendly (tells you what else you might like, etc.)”
The process for checking out an e-book, which usually involved multiple services and log-in screens, was also unpopular. (As one patron put it, “It requires a lot of clicks and a lot of waiting.”) A librarian noted that, “with ePUB format the patrons need a PC in addition to their e-book reader; they also have to create an Adobe Digital editions account and download the software; with Kindle they are transferred to their Amazon account”—and for a library with multiple e-book vendors, patrons may have to go to even more sites to find their e-book. As a result, many respondents (both patrons and librarians) longed for e-book titles to be integrated into the main library catalog in order to streamline the process.
One thread that ran throughout the responses to our library staff questionnaire was the ever-growing incidence of being asked to help patrons learn how to use their own devices. Issues ranged from patrons’ inexperience with technology (such as setting up and remembering their email address) to the shifting gadget landscape, which made it even harder for librarians to stay up to speed themselves. “It takes a long time to explain and walk patrons through the downloading process—about half an hour from start to finish most times—and we often feel rushed at the public assistance desk because there are often other demands on our time,” one staff member told us. Another wrote, “Many people who purchase or receive e-book readers as gifts have never turned them on before coming to the library to check out e-books. … Getting these patrons up to speed can be overwhelming.” (For more on this topic, please see Part 8: Final thoughts.)
The main questions librarians hear
We asked the librarians in our online focus group about the most common questions they received from patrons about e-books. Some involved patron confusion over the availability of e-books and unhappiness with the borrowing terms of e-books. One respondent’s summary of patrons’ queries: “Why aren’t all titles available? Why are there a limited amount of copies? Why don’t you have an entire series by the same author? Why do you have a digital audiobook but not an e-book?”
Another librarian explained the wide range of questions she regularly receives:
[patrons]
[Patrons]
How to improve the process for the future
Many patrons mentioned wanting more titles and more copies available to decrease wait lists for popular books, as well as longer lending periods for the e-books they did check out. Some wanted more input into the selection process for new titles, while others wanted to help out directly. “It would be great if people could donate specific e-books to the library,” wrote one. “I have a couple favorites that I would love to see added to the collection.”
Some patrons also disliked having to go through external sites such as OverDrive and Amazon. Most cited problems with the inefficiency of the process. Others raised privacy-related reasons. They also mentioned wanting more ways to discover content, especially improved search and browsing of e-book catalogs, including mobile browsing. (Some 15% of library websites are optimized for mobile devices, according to the ALA’s 2011-2012 Public Library Funding & Technology Access Study, while 7% of libraries have developed smartphone apps for access to library services.54) Many patrons also said that they would like to have more staff members available to answer questions about e-books, similar to Apple’s “Genius Bar.” Overall, however, the patrons in our focus groups were not frustrated at the libraries themselves for issues related to licensing or lack of funds. “They’re doing all they can,” said one.
We also asked patrons what their vision of e-book lending at their library would be. “Fast, easy, plentiful,” was one common response. Patrons’ answers usually mentioned increased availability, unlimited access, access to all formats, and a more streamlined discovery and check-out process:
- “That the libraries would be able to loan e-book readers to patrons, that the children’s section would have greater technology resources that introduces them to e-reading at an early age.”
- “That every book ever published would be available, both as audio books and as lavishly and colorfully illustrated e-book versions.”
- “To have all books that are available in hard copy be available as e-books.”
- “All books would be available at all times. The process would be easy. I’d like to see the library focus on media and less on ‘books’ only. I like that they have videos and music too.”
- “Expand access to specialized and expensive research books that are super expensive on Amazon and not available in most libraries, and make easy access to great collections of books and manuscripts at places like the British Museum, Yale, etc.”
- “The ability to check out tablet readers (all models) to test, and having training sessions for all models.”
The library staff members in our focus groups had similar dreams for e-book lending. They wrote of a world of “no holds,” integrated catalogs, unlimited tech support, even an “e-book reader petting zoo” for patrons to experiment with devices.
One librarian said that her ideal vision of e-book lending would be “books and e-book readers/e-books living in harmony.” She added, “Books are essential, because the power can go out. They are our special collections and cultural heritage. Digital access to books is incredibly important. Libraries must adapt to technological development and welcome e-lending as microlocal demand changes.”
However, many library staff respondents identified larger concerns related to the rise of e-content, and noted that some of these issues went beyond budgetary concerns:
- “Money is not the major obstacle for us; the major obstacle is the lack of publishers and titles in OverDrive. We are purchasing NOOK devices and loading them with bestsellers to add to our OverDrive titles.”
- “The obstacle right now is our confusing and unclear copyright and intellectual property laws, which can’t be fixed with money alone.”
- “Overall, periodical databases and e-book licensings mean that the library no longer owns the copies. Once we cease a subscription the material is gone. Until publishers and the library community are able to work out fair deals that also benefit patrons, e-book lending will be a problem.”
Librarians and publishers
Echoing the comments from our online patron panel, librarians’ frustrations with the e-book lending process frequently revolved around cost and availability of titles. These issues are often related to the terms for lending set by publishers—terms that most of the librarians in our online focus groups found painfully restrictive. Most librarians said that they do not have direct contact with publishers themselves, but were very frustrated by the current terms under which they could purchase and lend e-books—especially regarding the confusion that the patrons felt:
- “We are beginning to see more and more issues with publishers pop up. We boycott HarperCollins due to their use limitations (books must be repurchased after 26 checkouts). We can only purchase one copy per title from Penguin (resulting in extremely long hold lists and disgruntled patrons). Random House has upped their prices to around $100 per copy, so we are only purchasing the top ten bestsellers from this publisher. I fear what will happen in the next year.”
- “Our library does not deal directly with publishers, since we use OverDrive to lend e-books. However, there’s a lot of animosity between major publishers and OverDrive, which really prevents us from providing the best service we can. … I’m really upset that many of the biggest publishers don’t want to do business with libraries or OverDrive, because patrons see our failure to acquire a specific title as a failure of the library and the services we provide when we are given absolutely no legal way to procure many of the titles they ask for, since the publishers refuse to let libraries access them. Their stubbornness is damaging to both the library’s reputation and the publisher’s, frankly, because many of the people that want to borrow an e-book are unlikely to purchase it anyway and may in fact believe that the title is not available as an e-book because the library does not have it.”
- “It is impossible to provide many of the e-book titles patrons request, and it can be difficult to explain all the hoop-jumping to patrons.”
- “We have chosen not to purchase from some of the publishers because we disagree with the stipulations or the pricing of the items. It’s frustrating because our clients don’t understand why we can’t get some of the titles that they want. There has to be a way to make the technology easier to use for the average person and be fair to publishers and authors as well. Libraries are used to sharing with each other, which is especially important for smaller libraries in rural areas that can’t afford to buy multiple copies or a collection of e-books. I think the inability to do that with e-books inhibits what we do and those in rural areas are penalized again for where they live. We have areas that do not have access or affordable access to high speed Internet.”
- “We abide by the DRM standards, we expose their authors to thousands of readers and we pay for the books and e-books, so why can’t they make more of an effort to work with libraries instead of restricting library users on their options to read digitally?”
- “Our consortium is so large and demand is so high for e-books that most of them are checked out, and patrons are very frustrated that they have to place holds on the items they want. Also, because many of the Big Six publishers are refusing to sell licenses to libraries, many patrons feel that our selection of e-books is small and see it as a fault of the library—unless we tell them that most publishers will not lend to us, they feel that the library is not doing its job and allocating its resources properly when the truth is that it’s beyond our control.”
- “Publishers and vendors alike have made the process for getting an e-book much more difficult than it should be, especially given the interest in e-book collections among older users. These folks are often less comfortable with the technology, and frequently have trouble even getting started with the process. Another frustration for us is the licensing model for e-books. Rather than owning titles, as in the print world, or e-book collections are ephemeral, and if we leave OverDrive, our substantial investment in titles disappears. The loss of first-sale rights is another area of great concern for us. We would like to be able to own our e-book content and deal with it in a way that is similar to how we work with print materials. Users are bombarded with ads about how easy e-books are and how they should have a NOOK, Kindle, or iPad, but in reality using these tools is only easy when you are buying titles, not trying to borrow them from the library.”
- “Over the years, libraries have been valuable customers to publishers. We purchase not only their bestsellers, but their midlist and backlist titles. We introduce readers to their authors. Now some of the publishers have publicly stated that they need to add “difficulty” to the process of borrowing e-books from libraries, either with restrictions on the loan period, or limits on circulations.”
- “Without ownership we risk losing a significant part of our history. Publishers are not in business to preserve content for historical purposes, and as a commercial entity, I’d argue a potential conflict of interest. Yet, no one else is allowed to own the material—where will it go?”
One respondent, echoing the thoughts of many from our panel, said that her dream would be for her library “to have the ability to purchase, own and offer any book we chose in an electronic format with cross-device compatibility, setting our own lending parameters and integrating seamlessly an e-book collection with the rest of the library collection.”