Meeting Minutes for 08/13/2019

eContent Cataloging in Pika Update – Pascal

• Pascal is working on cleaning up the ILS eContent drivers in Pika and discovered things that he thought should be made obsolete
• He attended the June 11th E-Content Committee to ask the group about their thoughts for his changes
• Next, Pascal spoke with the Union Cataloging about his proposed changes
• Pascal has come up with a new version of this documentation for eContent Cataloging  
• With this new documentation there are fewer requirements for your eContent records in Sierra to display properly in Pika
• The document just needs some final editing before it goes live
• The main requirements for your eContent records in Sierra to display in Pika is an item record on the bib that has been imported into Sierra, and to add the non-Marc field g with the collection name that will display in Pika.
• The other requirement is to set the Pika format using a specific Item Type. The eContent Cataloging documentation lists the item types to use for this process.
• You will also need an item level URL in the record if the URL is can not shared among locations.
• You do not need to go back and make any changes to your current econtent records with the new requirements 

OverDrive Lucky Day Collection - Abbey Deckard (OverDrive)
Recording

• The goal of Lucky Day is to help libraries reduce the hold lines on some of the popular titles
• These would be non-renewable and non-holdable titles
• Libraries can designate any number of copies of a title to be a Lucky Day title
  • There needs to be at least one title available for holds that is not a Lucky Day title, because OverDrive does not want to completely get rid of the holds feature
• Marmot can have a curated Lucky Day collection
• When a title becomes a Lucky Day the next returned copy will not go to the next person on the hold list, instead that copy of the title is available for Lucky Day borrowing only
• Lucky Day needs to be turned on at the consortium level
  • The consortium would need to agree on the lending period, and limit on concurrent checkouts
• Lucky Day curation would need to be turned on for advantage libraries 
  • Lucky Day titles can be chosen at an advantage level as long as a library owns more than one copy
• Lucky Day titles can be converted back to a regular title using the Lucky Day Manage titles feature
• Since everyone shares their titles, the Lucky Day title will be shared with the entire consortium
  • Patrons from the library who purchased the title will lose priority when it becomes a Lucky Day title
  • Abbey verified that when a shared ADV title is made Lucky Day, their patrons will lose priority access

OverDrive Blackstone Audio Embargo Discussion - Liz & Abbey Deckard

• Effective July 1, 2019, Blackstone Audio will embargo titles for 90 days. Once this change occurs, affected titles in the Blackstone Audio Catalog will be made available for lending distribution 90 days after their retail on-sale date. Existing preorders and titles from their distributed partners (e.g., Hachette Audio, Marvel, Disney, Lucas) will not be impacted by this change.
• Movement in Washington State library consortia to boycott Blackstone for the remainder of 2019
  • Citing Embargo, Libraries Plan Boycott of Blackstone Digital Audio
• Liz asked how the group feels about this boycott due to the embargo
  • Some of the group voted to boycott for the remainder of 2019, and to write a letter expressing why they are boycotting
  • Some of the group will need to speak with their directors before voting
  • Haley will draft a letter for the group to review
  • Alysa commented that before boycotting, we have to realize that Blackstone is the publisher for Nicolas Sparks, James Patterson, and Craig Childs
  • Liz suggested the official vote should be over email, so everyone has a chance to check with their administrators   
  • Abbey mentioned that Hachette, Disney, and Lucas will be excluded from the embargo
  • Abbey reminded the group that Hachette has changed from One Copy / One User to Metered Access
  • Abbey suggested a letter to the publishers who are not part of the embargo to let them know you would not be purchasing their titles due to their relationship with Blackstone would also help
• Action Item: Liz will send an email out after the meeting for voting on the boycott, and she will send the vote results out via email as well
• Action Item: Haley will draft the boycott letter 
• Action Item: Genevieve will draft a letter that can be sent to patrons to explain the boycott

Metered Access Discussion- Simon & Schuster and MacMillan - Liz

On Monday, July 1st, OverDrive sent out an email about the Simon & Schuster model changing.  

Effective August 1, 2019, Simon & Schuster will change their library lending model for ebooks and audiobooks to a two-year Metered Access term. This is a change from the current one-year Metered Access term for ebooks and One Copy/One User, without a term limit, for audiobooks. Any titles purchased prior to August 1, 2019 will remain in your collection under their original lending model. Any preorders placed by midnight EST on July 31, 2019 for titles with a release date through January 31, 2020 will also be available in their original lending model on the titles’ publication date. If applicable, on August 1, 2019, OverDrive will place an order for any outstanding 2019 preorder titles you’ve added to your collection to ensure they remain in their original lending model.

OverDrive sent out an email on June 25, 2019 about the MacMillian eBook lending terms.  

As you may be aware, Macmillan US has announced changes to their ebook lending terms. Below is a summary of the changes that will take effect on November 1, 2019: For the first 8 weeks from an ebook’s publication date, a library can purchase 1 unit only, under the One Copy/One User model (a Frontlist reserve copy). The cost of this unit will be $30.00 USD. After the first 8 weeks of an ebook’s publication (Frontlist), a library can purchase additional copies under the Metered Access model for a 2-year term limit. The price for these units will be $60.00 USD per unit. After 1 year from an ebook’s publication (Backlist), a library can purchase additional copies under the Metered Access model of a 2-year term limit. The price for these units will be $40.00 USD per unit. These term changes will apply to public, academic, corporate and special libraries. They will not apply to K-12 schools. These terms apply to the Macmillan US ebook catalog titles in all applicable territories but exclude global-specific ebook catalogs, such as Pan Macmillan. There will be no changes to the lending terms for audiobook titles. Audiobook titles will remain available in the One Copy/One user model. Please click here to review a letter from Macmillan CEO, John Sargent, on the changes to library lending terms. If you have feedback for Macmillan on these lending term changes, please contact: elending.feedback@macmillan.com.

• Alysa thinks a leased model is what all the publishers will be offering
  • If we all share our metered access titles, everyone benefits
• Alysa’s biggest concern is any kind of embargo situation where we are not being allowed access to titles at the time of release
• Alysa originally thought each library could purchase one copy from the Macmillan publisher
• Abbey informed the group that Macmillan is only allowing one copy to be purchased for the entire consortium
• Alysa thinks the Macmillan embargo worries her the most 
  • Bud Werner, and most of the libraries have spent a lot of money on Macmillan titles  
  • Now, the group can only purchase one copy for the entire consortium during the first 8 weeks after publishing
  • She thinks this is a legislative issue where libraries have to go to the federal level to get the legislation changed
  • Alysa mentioned that the lack of library eBooks and eAudiobooks affects people who cannot afford special equipment, or who have special needs, or do not have the income to purchase these titles
    • Libraries are here to support literacy, and are being denied access to help with this support
• Liz commented that the group is at a disadvantage as a consortium
• Jennifer chatted that it seems like consortia advantage purchasing now will be a liability
• Abbey made the group aware of the site - OverDrive writes about the Macmillan embargo
  • Steve Potash, the OverDrive Founder & CEO wrote an open letter to Macmillan publishers 
  • OverDrive is trying to find the best way to help their members get through these difficult changes in lending models and embargos
  • Abbey would be happy to take any suggestions to their development team 
    • She will take any feedback to the head of their publisher account services team
    • This team has a relationships with the publishers, and is compiling feedback to give to them  
  • OverDrive encourages people to reach out to elending.feedback@macmillan.com, and express how this is going to negatively affect your library, and impact their bottom-line when a group of libraries can only purchase one copy for the first 8 weeks
• Alysa mentioned that there is a platform that OverDrive is putting forth to do research to prove to publishers that libraries are not something that hinders their bottom-line, instead libraries help to support their bottom-line 
  • Alysa signed up to be one of the libraries who would like to participate in that program
  • Alysa asked Abbey how helpful is it to OverDrive to get more libraries to sign up for that program
  • Abbey responded that the more data OverDrive can pull the better 
  • OverDrive released information a few months ago showing how their “Big Library Read” helped increase sales for all of those titles
  • This release is called the Panorama Project
    • If you want to sign up, OverDrive will use your data and compile it together (they do not use patron data)
    • OverDrive hired a full-time person to turn out more results and data 
  • This project is to show the publishers how much libraries are assets 
  • Abbey also suggested that people can find information on the OverDrive Perspectives on Reading site

Advantage Library Unshared Titles - Abbey Deckard

• This problem came up when Alysa emailed Abbey asking why a title that was not owned by her library, or the consortium was showing up as having holds
• Eventually, all titles will be shared, because that is how everyone’s plans are set up
• Some people have it set to share after being in their collection for a month 
• Some people have it set that they will not share until the title no longer has any holds from their patrons
• If a title is not shared, not owned by your library or the consortium, the title will not display the data line, but can display holds information

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• It looks like there are holds on a title that your library does not own
• Abbey wanted to make sure the people were not confused, and thought they had to purchase a title because it shows holds
  • Your individual patrons do not have a hold on this title
  • Also, the Advantage information lists the holds as zero
• The data line shows up when you or the consortium owns the title​​
  • When signed into your Advantage account, you will see the Advantage Own which will show how many copies are owned by the consortium  
• Alysa spoke about the philosophy when the group pooled all their money with Marmot when everyone bought titles, and how holds were managed 
  • Alysa explained for anyone who is a new member, that the group would only buy consortium level titles
  • If you had an Advantage owned title, it would stay in your collection and not be shared
  • With this new Advantage Sharing program, Alysa was under that impression that the group agreed that we would all share all of the titles we bought
  • The expectation is that a library would not keep them for more than a week, before sharing
• Alysa would like the group to have a conversation about what is an acceptable practice
  • Alysa relies on other libraries who share a title to tell her to buy another copy when her patrons place lots of holds
    • This helps with collection development
• Do we need to have rules in place about when titles get shared, since we always historically shared them?
  • Liz commented that there is no need to hold on to titles, since your patrons will always get the title first
    • Liz mentioned that her patrons would be next in line at the worst 
  • Abbey agreed, she thinks sharing immediately takes a lot of work off everyone’s plate
  • Abbey can set things up for Advantage plans to be an automatic share, so you do not have to go through and manually share everything
  • Alysa explained why she waits a week to share her titles.  
    • One reason was to make sure her patrons find the titles in the catalog.  
    • Second reason was when a patron requested a title for purchase, and she cannot place a hold without getting into the person’s account. She gives the person a couple of days to place the hold, and then she shares the title.
      • If she had the setting to share everything immediately, she feared those patrons would not get to place the hold, until much later
  • Abbey commented that Recommend to Library (RTL) would be the only solution to have a hold place automatically when a patron suggested a title, other than holding on to the title for a week
  • The group has to decide that we do not wait more than a week to share our titles
  • Abbey mentioned if the group does decide on a set plan, she will edit everyone’s Advantage Plus share plans, so everyone is running on the same cycle and schedule for sharing
• Action Item: Everyone should check in with Abbey to make sure they are sharing fairly

RBdigital Magazine URL Restructuring - Pascal

• Any library that has the RBdigital unique URL was not added to the Marmot RBdigital site.  
  • Library patrons for those libraries could not access the magazines from their library’s catalog.
  • Also, any library who switched from the original URL to a unique URL will experience the same issue with access
• Pascal’s discovered that there is a similar site available for all the magazines
• Pascal signed in and checkout titles on this new site, and it worked great for him
• RBdigital magazine records in the catalog will now be redirected to the new site
• The Pika team is already doing the side load for Bemis with the URL redirects, and will add the new side load for the rest of the group
• An email went out to the RBdigital magazine group explaining the change
• Alysa asked if the Marmot Library Network logo be added to the site

Action Item: Tammy will check to find out if the Marmot logo can be added to the new site.

Next special meeting is on September 24 at 1 p.m.
Agenda Items:

• Macmillan boycott / letter / other
• Blackstone Audio Embargo Wrap-Up
• Other Topics  

  Next regular meeting is on October 8 at 1 p.m.