Fuller Rebuttal of So-Called "Study"

On September 3, ReadersFirst noted a significant flaw in the data in the AAP and Authors Guild commissioned study on the impact of library eBooks and eAudiobooks on the retail market.

Garbage in, garbage out. The study is undermined by flawed data.

One might leave it at that, but other problems in it require further examination. That examination is ably undertaken in a joint statement from eBook Study Group, Readers First (yes, members of our group contributed), Authors Alliance, SPARC, and the Rhode Island Library Association.

We encourage all who care about the present and future of library ebooks to read the rebuttal.

We invite publishers to engage in dialogue to discuss terms that would avoid the need for legislation. We thank the many publishers who already offer reasonable terms for licensing and even buying digital content. If the large corporate-owned publishers hold steadfast to their unreasonable terms, then libraries, their readers, and their supporting legislators have few courses of action to redress decades of unfairness. We must seize upon one that has at least some chance of leading to negotiation.

Two Webinars of Interest

Two (free!) webinars of interest are coming up on September 29. They happen to occur at the exact same time. That’s okay—sign up for both and view one later.

Will State Law Solve the Library eBook Crisis?
Tuesday, September 29 @ 10am PT / 1pm ET
https://www.eventbrite.com/e/1999615962171

Join Internet Archive and Authors Alliance for a discussion exploring the growing state-by-state movement for fairer eBook licensing terms for libraries. Featuring Kyle K. Courtney (Social Law Library), Juliya Ziskina (eBook Study Group) and Deborah Schander, State Librarian of Connecticut.

If you can’t make it for the synchronous session, go ahead and register to receive a link to the session recording. This conversation will also be released as an episode of the Future Knowledge podcast on November 4.

Opening Digital Doors - Accessibility on the Library Shelf

As libraries expand their digital offerings, ensuring that every patron—regardless of physical limitation—can discover, borrow, and enjoy digital content is paramount. But how accessible are the platforms and reading apps we rely on every day and what can libraries do to optimize their digital offerings for patrons with accessibility needs?

Join us for this edition of The Digital Shelf, hosted by The Palace Project, in partnership with COSLA and ReadersFirst, as we dive deep into the real-world accessibility of library digital shelves. Our panel of accessibility advocates, library technology specialists, and digital publishing experts will provide a candid evaluation of major digital library platforms, examine current reading standards (WCAG, VPATs, EPUB3), and share practical strategies for making your library’s digital shelf truly inclusive.

Presenters include: Chancey Fleet (New York Public Library), Robert Laurie (Benetech), Jason Broughton (Dreamscape)

Register Here

Both should be well-worth attending!

Significant flaw in new library eBook study

On Tuesday, September 1, 2026, the AAP and Authors Guild announced a new study they commissioned to analyze the impact of library eBooks and eAudiobooks on the retail market. However, their study authors failed to understand the limitations of the datasets they were using. The report is seriously flawed in its calculation of the number of library eBooks in the market, improperly counting shared consortia collections as if they were offered by individual libraries. To be clear, this is not an error within a few percentage points. They overstate eBook availability by multiple times.

The study authors use the IMLS Public Library Survey, a valuable tool for understanding traditional library statistics, but with limited usefulness for understanding digital library data because it has no way for libraries to indicate when they share collections as part of a consortia.

For example, the state of Rhode Island has 48 public libraries, all of which participate in Ocean State Libraries, a consortium that contracts with OverDrive for ebooks and eAudiobooks. In the 2023 PLS, each of the 48 libraries reports that it offers its patrons an eBook collection with ~186,000 items. If we used the study authors' methodology to determine the total number of eBooks available to residents of Rhode Island, we would total all of the numbers each of the 48 libraries reports and come up with 8.96 million eBooks.  But in fact, the total number of eBooks available to Rhode Island residents in 2023 was ~186,000 and the study methodology overreports by a factor of 48.

Ebook consortia are the norm in the US, not the exception.  Every state has at least one consortium. At least eight consortia are run at the state level like Rhode Island. 37 of the 50 states have at least one consortium with more than 20 libraries, and some are much larger. The Ohio Digital Library, for example, includes 180 libraries.

To find the total number library eBooks available in a given year, we need to determine the total offered by each consortia in the country and then add that to the totals for non-consortial libraries. To our knowledge there is no single list of all consortia and the libraries they include, so it is not possible to calculate from public records the number of eBooks available through public libraries.

Unfortunately for the study authors, their numerous arguments about the economic impact of library eBooks rests on the claim that 1.5 billion library eBooks were available in 2023. Because this number is wildly inflated, all conclusions they draw about the availability of library eBooks and its impact on the retail market must be summarily rejected.

Do We Need State (and District) Ebook laws?

With Connecticut, Rhode Island, and the District of Columbia passing laws in an effort to get fair and sustainable library ebook terms, and the Illinois and New Jersey legislators and soon others exploring such laws, a clash is not surprisingly developing over the need for and efficacy of such laws.

To judge from legislative testimony, the Big 5, or at least their lobbyists, and OverDrive think the laws unnecessary and indeed likely to be harmful.

As far as I know, none of the smaller or Indie publishers have commented. This is likely because they don’t need to. With rare exceptions, their offerings already meet any standard for what might be considered reasonable. As always, RF encourages libraries to discover and share their titles, many of great interest, even award winning. Why not reward those who don’t gouge us?

The Ebook Study Group ((Kyle K. Courtney, Juliya Ziskina, Heather Joseph, Meikle Hall, Tucky Taylor, and John Chrastka) recently published an opinion in Library Journal, Moving “Beyond the Publisher Playbook: Why state-level contract law is essential to the future of digital library rights,” responding to an earlier opinion piece that repeated some of the publisher/one library vendor claims about the laws.

Many followers of RF have likely read it. If you haven’t, it is important and worthy of attention. We won’t go into details about its claims, but commend it for showing the need for ebook laws, not only for sustainable terms but for carrying out the mission of libraries in an increasingly digital age.

We will, however, add a point about the need for state-level laws. The piece notes that “For over a decade, national organizations pursued a strategy of incremental negotiation, asking publishers to voluntarily reform a highly lucrative, predatory licensing market. That approach failed.” Fail it indeed did. We add that without action, the failure will continue. ReadersFirst recently released a study about ebook terms, suggesting a very-much middle ground between what might be the most basic costs (consumer retail) and the current inflated. We wrote a piece about it and discussed it the ALA Ebook Friday meeting. At that event, a representative from a VERY large publisher said that they would never agree to these modest terms or negotiate at all to any library proposal, calling negotiation “price fixing.” Calling BS on that one. The closest I’ve seen to price fixing happened in 2018, when within a few month four of the Big 5 went away from perpetual access and adopted nearly identical metered terms. The timing is certainly suspicious. A bunch of people don’t have to gather in a smoke-filled room and twirl black moustaches to engage in fixing pricing.

We called for negotiation in our study. Major library organizations have jointly called for negotiations. The publishers still aren’t listening. They are not going to listen. Yes, state laws are necessary. If we are ever going to get fair terms, it seems we must force the issue. I’m happy to hear of some better path. Until that path is clear, state-level laws are our only redress. We don’t need more studies. We don’t need more information. We need action. RF encourages all states to get involved so that we can create a movement with enough economic clout to get them to talk with us.

Until then, shop Indie and create demand for new voices.

Vanishing Culture: An Article Worth Reading

Michael Menna and Lila Bailey have published an article in The Political Librarian worth a (free!) download and read. Here are some passages to give you a taste:

We are living through a troubling paradox: Digital technologies have enabled the production and distribution of more information than ever, yet access to that information is increasingly fragmented and fragile.

If copyright, privacy, and other regulatory frameworks were designed to balance the interests of creators and users with the public’s need to access and contribute to the wealth of human knowledge, then our increasingly digital information economy has thrown that balance out of whack.

In this new media environment, publishers and other content providers have unprecedented power to control knowledge and culture with technical restrictions and exclusionary licensing terms. Governments also have an easier time censoring what people can see by scrubbing their websites and pressuring commercial platforms to do the same. . . . [F]or libraries, archives, museums, and other cultural heritage organizations (“memory institutions”), it poses an existential risk to their core public service mission of preserving culture and protecting history. When these organizations can no longer collect and provide access to digital materials, members of the public cannot place their trust in a stable record—which affects their ability to confidently participate in democratic discourse.

As often noted by RF, the licensing economy—increasingly pushed by corporations from tractor manufacturers to motion picture studios—present serious challenges to libraries, economic as well as in preservation and sharing. Give the article a look: it is a worthwhile rad for anyone interested i library digital content.

Slides for Ebook Friday

Here’s a link to the slides from the ALA Ebook Interest Group Annual Meeting (AKA Ebook Friday).

As those who were there will attest, it was a lively, informative, and very good session. Over 100 attended

About 20 people took advantage of the virtual attendance option, shared with RF subscribers.  I didn’t record the session so that our presenters felt more free to opine If you are one of the 20, I hope it worked well for you.

The slides should give you a pretty good idea of what was going on, but of course much information and context will be missing.

 https://docs.google.com/presentation/d/1jq70narEFROJUFKh-LmJy6X-GnUksJHTDha1jBoqpdQ/edit?slide=id.g3e1a5dd66e4_0_0#slide=id.g3e1a5dd66e4_0_0

There was lots of interesting news in the advocacy section. I’m encouraged that Illinois may pass a library digital content law without a trigger clause in an upcoming session.  That would certainly create a stir.

I thank all the presenters for a great session and for all they do to create a better library digital content experience. 

Sundry: A Better Metered License and Know the Risks

In response to the recent joint statement to the Big 5 on library ebooks, Mr. Steve Potash of OverDrive recently announced on LinkedIn that two of those publishers were experimenting with an ebook license based on numbers of circulation (rather than by time, such as 12 or 24 months). He says the following:

“A top priority of our recent advocacy has been addressing one of the most burdensome terms in digital book lending: eBook titles with time-metered access, typically 24 or 12 months for a single OCOU title. The cost and waste this model creates for collection development teams has helped open productive dialogue with the rightsholders who require it.

OverDrive is pleased to share that two of the US Big Five publishers are now live-testing select popular MA24 titles with an option to purchase OCOU units that are not time-limited. Each unit will include a preset number of loans with no expiration date. This model gives libraries clarity upfront and ensures they receive the full lending value of each title they acquire.”

The devil will of course live in the details: a 26 circ model priced at something like $75 won’t earn any resounding cheers. We’ll hold off on celebrating for now, but we do thank Mr. Potash for his advocacy. This COULD be a promising development. We hope so.

Now, sir, any chance of some advocacy for the return of the perpetual access license for Big 5 ebooks? None of them offer that (some still do on audio), and the joint statement gives it the highest priority.

It has been reported to ReadersFirst that an influential vendor threatened librarians at ALA Annual that they would be sued for pursuing ebook legislation. I didn’t see it, so won’t name names, but we encourage all librarians to re-read Kyle Courtney’s spanking of the the publisher threats involving state laws and not to worry about mention of threats of lawsuits from or by any library vendor. As for the vendor—and you know who you are—way to support your customers, pal!

Knowing the ins and outs of digital contracts can be a challenge. We recommend as one resource Understanding Confidentiality and Risk Assessment: A Reference Guide for Everyone, Everywhere by Layla Maurer, brought to us by Library Futures. It was developed developed to support “libraries in contract negotiations. These resources are meant to help librarians understand confidentiality and risk in order to empower them to read, understand, and negotiate library-vendor contracts. Nothing within this guide constitutes legal advice, and, as always, specific questions should be addressed to qualified counsel.” Worth a look by acquistions librarians!

Introducing the ReadersFirst Library License Standards Project

On behalf of the ReadersFirst Working Group, to which I am honored to belong, I introduce a proposal to the big publishers suggest what library digital content terms might be fair.

We ask to engage the Big 5. Many Indie and even medium sized publishers already give fair, even excellent terms. You, we ask to continue to work with us as you already do. We at RF encourage all libraries to acquire and promote works from these, our partners in reading.

Rather than comment at length on the RF proposals here, I point readers to an article in Words & Money for an introduction to the papers : Librarians Want the Big Five Publishers to Negotiate ‘Fair’ Digital License Terms with Libraries. He…

Sorry you have to look at a photo of me!

Please visit our position papers for a deep dive into the proposals:    https://www.readersfirst.org/position-papers 

There are three papers, but the article concentrates only on the first.

The idea is to start a conversation to get better terms for library digital content.

No doubt some in libraries will think our group's proposed terms too favorable to publishers. But based on what we pay for print, and thus what has seemed "fair" over the years, I think we are suggesting something librarians could live with and the publishers can't say is unreasonable. It would double the number of digital titles we could get and prevent having to get the same title over and over. The proposal may seem a compromise. It will not perfectly appeal to anybody. I doubt a set of terms can be developed that would suit every library. But isn’t this the reason for compromise?  

I have not received, and don't expect to receive, comment from any of the Big 5 publishers. They tend remain silent as libraries ask for fair terms. Perhaps they will think about the proposal. I hope so. With ebook legislation passing, it seems a good idea at least to start talking about what might be "reasonable." If we could get even one to talk, and, I hope, act, we will be making progress. 

Thank you to all the members of our working group, and especially to Carmi Parker, for all the work that went into developing this proposal.

It could well be that only action, legislative or otherwise, will force the big publishers to change. But they can't say we in libraries aren't willing to talk, offering terms that are, we think, in line with what we get with print and that have been fair to publishers, authors, and library readers for centuries. Digital has changed the ways some of us get books, but these are still books. And in a time when reading books as a past-time hardly seems on increase, and organized political forces try to limit what we read, we all have a sake in promoting books.

DC Ebooks Bill Becomes Law

Kyle Courtney has sent a press release from the Ebook Study Group celebrating that library ebook legislation drafted by the group has been signed into law. Thanks are due to “Ward 3 Councilmember Matt Frumin, his tireless legislative team, and Mayor Bowser for standing up for D.C. readers.”

The “Library E-book Pricing Fairness Amendment Act” (fulltext here) respects copyright and rests on existing DC procurement and consumer protection law. Publishers are in no way restricted in how they price their ebooks or set other license terms. They can do whatever they want. If they wish to license ebooks in Washington DC libraries—a large market presumably used by many federal legislators—their licenses must meet certain terms:

  • titles may not be prohibited from being loaned, including through interlibrary loan platforms (erasing one way that licenses prevent sharing digital as we share print)

  • titles must be available to the library on the same date available to the public and no restrictions may exist on the number of titles licensed then (no “windowing” rannygazoo, thank you!)

  • the disparity between library price and consumer price may not be “unconscionable”

  • the library may not be restricted from freely sharing any license terms (allowing other libraries to understand the terms and so perhaps bargain—and a little competition won’t hurt, will it?)

  • may not set a time limit on a license (i.e., one or two years) unless a “commercially reasonable” pay-per-use or perpetual option is also available (vital for keeping digital sustainable: the need to renew “exploding licenses” is clobbering library collections—and budgets)

The law is very much in line with the many state bills (and Connecticut’s law) under consideration—no accident, as the Ebook Study Group has also advised on those.

Like some of those efforts, the bill has a “trigger” clause. It will come into effect once 10 states with a population of at least 50 million have laws in place. This clause exists so that states might move forward without fear of being isolated. It has the benefit of having substantial economic clout: library revenues from such a group would be enough to make negotiations for exact terms attractive. Of course, some states have terms that might trigger laws earlier. If such states become isolated by the publishers, the larger library community will need to consider action.

No doubt the AAP and other publisher connected players will present determined opposition to all future efforts. This is to be expected. Their half-truths and outright lies are combatable. We wish you the same luck that you had in your determined opposition to DC’s law. Legislators simply get it when we present the facts. It is to be hoped that OverDrive will not again join the opposition against libraries. The testimony OD presented against the DC legislation was overwrought, riddled with inaccuracies, and, frankly, embarrassing. Sorry, folks, but you don’t know DC Library’s ebook business better than the library itself does. A note to any who wish to oppose library efforts: a little aggression is natural in the give and take of debate, but kindly refrain from saying our efforts are “book banning.” Using this term in a time we are all fighting organized efforts to suppress the freedom to read is tone deaf, inaccurate, and utterly reprehensible. It will be called out and roundly resented.

RF joins the Ebook Study Group in thanking D.C. government and library, and also thanks Mr. Courtney and the Ebook Study Group for its efforts to help create a sustainable library ebook ecosystem that allows us to conduct operations as freely and effectively as we do with print. Let the effort continue!

Free Webinar on Preserving Access in a Time of Book Banning

One June 11 at 1 PM (Eastern), the Digital Shelf will convene again.

 The Digital Shelf Publishing & Library Forum: Data vs. Censorship: How Critical Data to Protect Intellectual Freedom is Being Preserved

Webinar Description

As book challenges continue to rise across the country, data has become a critical tool for libraries fighting to protect intellectual freedom. This webinar will provide an overview of several vital projects designed to ensure that information regarding book challenges and bans is accurately preserved and safely accessible.

Featured projects and initiatives include:

  • The Banned Book Index Project (BBIP): A collaborative initiative using Wikidata to create an open, definitive dataset of every book ban in the United States.

  • The American Library Association (ALA): An update on the ALA's latest tracking efforts and defense resources.

  • Independent Research: The ongoing documentation work of Dr. Tasslyn Magnusson on behalf of PEN America and EveryLibrary.

  • The Banned Index: A look at a brand-new, AI-driven index tracking censorship trends (bannedindex.org).

Representatives from each project will share their insights on current censorship challenges, highlight data resources available to libraries and the public, and explain how individuals can get involved. This will be followed by a panel discussion on the reality of book banning and the vital role data plays in the fight to preserve access.

Key Takeaways for Attendees:

  • Learn how to easily navigate these digital resources and tracking tools.

  • Discover how to submit new data and report local challenges.

  • Gain actionable insights to defend intellectual freedom within your own community.

We will also provide a special spotlight on The Banned Book Club and Books Unbanned, highlighting how these innovative programs are actively bypassing local restrictions to keep digital books in the hands of readers.

Join us to explore how open-source data and digital initiatives are building a more resilient infrastructure for the future of free access.

Presenters include:  Tasslyn Magnusson (PEN America), Christie Thomas (University of Chicago), Micah May (Lyrasis/Palace Project), Eric Stroshane, Office for Intellectual Freedom, American Library Association, Emma Karin Eriksson, Brooklyn Public Library

Partners include: Michael Blackwell (ReadersFirst) and Jeremy Johannesen (Chief Officers of State Library Agencies (COSLA))

 Register Here

 Hope you'll join us!