Creating a More Informed, Empowered and Efficient Book Industry Supply Chain for Both Physical and Digital Products

2009--2010 annual report BOOK INDUSTRY STUDY GROUP Creating a more informed, empowered and efficient book industry supply chain for both physical and digital products.

Book Industry Study Group

370 Lexington Avenue ISBN 978-0-940016-99-6 Suite 900 90000 New York, NY 10017 Phone: 646 336 7141 | Email: [email protected] www.bisg.org 9 780940 016996

BOOK INDUSTRY STUDY GROUP

2009−2010 annual

report

Working to create a more informed, empowered

and efficient book industry supply chain for

both physical and digital products.

All rights reserved. No part of this report may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except with the express written consent of the Book Industry Study Group.

Book Industry Study Group 370 Lexington Avenue, Suite 900 New York, NY 10017 646‐336‐7141 www.bisg.org

BISG Annual Report 2009–2010 ISBN 978‐0‐940016‐99‐6

Cover design and production: Debbie Kagan and Wendy Wels, WW Marketing Svc

Printed and bound in the United States of America by Lightning Source, an Ingram Content Group Company. Special thanks to Lightning Source for its

generous support of this report.

Book Industry Study Group | Annual Report 2009―2010

Contents

A Letter from the BISG Co‐Chairs ...... v A Letter from the Executive Director ...... vii BISG 2009−2010: The Year in Review ...... 1 Financial Results ...... 1 Summary Results ...... 1 Membership ...... 2 Staffing and Administration ...... 2 New Executive Director ...... 2 Upgraded IT Infrastructure ...... 2 Expanded Social Media Activity ...... 2 Board of Directors ...... 3 Budget ...... 3 Key Activities and Milestones ...... 5 Publications ...... 5 Consumer Attitudes Toward E‐Book Reading ...... 5 Digital Book Printing For Dummies® ...... 6 BISAC Subject Headings, 2009 Edition ...... 6 BISG Discussion Paper Series ...... 7 BISG/AAP Collaboration: A New Model for Industry Statistics ...... 7 Events ...... 8 Additional Public Appearances ...... 12 Programs ...... 12 Product Data Certification Program ...... 12 Book Industry Environmental Council ...... 13

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Book Industry Study Group | Annual Report 2009―2010

BISG Webcasts ...... 13 BISG Committee Reports ...... 15 Digital Standards Committee ...... 15 Distribution Executives Interest Group ...... 15 Manufacturing Executives Interest Group ...... 16 Publications Committee ...... 16 Publisher/Independent Wholesalers Interest Group ...... 16 Research Committee ...... 17 BISAC Committee Reports ...... 18 Identification Committee ...... 18 Machine Readable Coding Committee ...... 18 Metadata Committee ...... 19 Publisher/Manufacturer Committee ...... 19 Rights Committee ...... 20 Subject Codes Committee ...... 21 Supply Chain EDI Committee ...... 22 Appendixes ...... 23 Appendix 1: New BISG Members ...... 23 Appendix 2: BISG Board of Directors ...... 24 Appendix 3: Active BISG and BISAC Committees ...... 26 Appendix 4: Sponsors of BISG Work ...... 27 About BISG ...... 29

Book Industry Study Group | Annual Report 2009―2010

A Letter from the BISG Co-Chairs

Dear BISG Members,

The past fiscal year was important, maybe even research and its educational activities, BISG is crucial, for BISG. We undertook a rethinking of helping to invigorate the industry as a whole the organization that led to the hiring of a new and to foster innovation in all directions. In this Executive Director and to the expansion of our way, BISG is a veritable blue ocean organization. mission statement. At the same time, we accomplished more as an organization than in In the past year, we have seen unprecedented any previous year in the past. And the activity among BISG members in every momentum isn’t slowing. dimension of BISG organizational life. This year’s Annual Report is testimony to the Working closely with BISG lets us see again and breadth of this work, and a compliment to the again that it is the right organization for the vitality and engagement of the BISG book industry at this important time in its membership. Our members have consistently history. BISG is the only organization that demonstrated agility and responsiveness in the represents the entire spectrum of businesses, face of new challenges, including challenges associations and stakeholders in our arena. And related to sales reporting, the agency model as our industry grows in new—sometimes and tracking and trending new consumer radical—ways, BISG brings more innovative and behaviors. We thank members, new and long‐ “nontraditional” participants into the standing, for their productive enthusiasm and conversation, a conversation that is still participation. ultimately about the expansion of reading and the health of the companies that foster it and BISG’s relevance has never been greater than deepen its value for all. in this time of industry transformation, with its critical need for actionable data, analysis and BISG welcomed 30 new members in fiscal year analytics that can help us make smarter 2009−2010, but what’s important is not just the decisions on the basis of real evidence. An number of new members; it’s where they come analyst and reporter once told us that our from, and how they represent the new book industry “does a wonderful job tracking the industry network in its entirety—digital stuff that doesn’t change.” Our new partnership distributors, e‐tailers, hardware and software with the Association of American Publishers manufacturers and e‐book publishers, to name (AAP) to improve the quality, quantity and just a few. Through its committee work, its timeliness of sales data is just one example of

Book Industry Study Group | Annual Report 2009―2010 how BISG is breaking with the past and trending BISG strives to facilitate both an understanding the data that matters most. We’re tackling one of its nature and the means to improve it on of the industry’s most difficult challenges. This behalf of the whole industry. is imperative when channels are constantly shifting and new products are emerging almost We expect the stepped‐up level of activity that daily. has characterized this past fiscal year 2009−2010 to continue, and we anticipate a Because our supply chain is now demand‐driven concomitant growth of synergy as BISG in ways we could have hardly imagined a few members from all parts of the industry work years ago, BISG has been focusing hard this year together in the year ahead, sharing challenges, on consumer behavior and needs. We must be concerns, perspectives and expertise to closer to authors and readers than ever before, optimize performance and profits throughout and we must provide greater value for them. the book’s evolving network. From the center of our new networked world, Sincerely,

Dominique Raccah Andrew Weber Publisher and CEO Senior Vice President Sourcebooks, Inc. Operations and Technology Random House, Inc.

Book Industry Study Group | Annual Report 2009―2010

A Letter from the Executive Director

Dear Members,

This has been a year of change in our industry. (analogies with digital printing, anyone?), in the But despite the interminable number of pencil supply chain (how about with print on references to Gutenberg, plate tectonics and demand?) and in the greening of the industry the end of days for an industry unable to move (compare recycled paper). Sound familiar? quickly enough to save itself, we are in a remarkably healthy state. To quote Mark Twain So don’t get out of the book business: that twice: “The reports of my death are greatly would be the strategy for catastrophe. Instead, exaggerated,” and “Get your facts first; then embrace the change and be a part of it. you can distort them as you please.” While change hasn’t meant and will not mean The Book Industry Study Group (BISG) has had the end of books, it does create new and an enviable view of this change—change that significant opportunities to satisfy authors and has been under way in our industry for more readers in innovative ways that will drive the than a decade—and I’m here to report that the profitable growth of the industry. The book is not dead. Change is rarely binary and understanding, facilitation and, ultimately, linear; it’s always a messy evolutionary process realization of these opportunities comprise the with developments taking place simultaneously. mission of BISG. But make no mistake—these Thus, it’s not about the supersession of one new opportunities are not driven by format over another. technology; they are driven by the new needs and desires of readers, whether for fun, Take, for example, the story of the humble education or livelihood. What’s fundamental is pencil as a harbinger for the future of books. consumers’ desire to have content delivered Even though the world does not live by pencils when, where and in whatever format they alone, more than 5 billion pencils have been require. sold each year since 2000 and these numbers have continued to grow, despite the growth of That powerful reality requires an industry that all things digital. At the same time, there have both knows its customers intimately and serves been major innovations in pencil production them meaningfully. And this means data.

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Book Industry Study Group | Annual Report 2009―2010

BISG is an organization dedicated to the enable the two organizations together improvement of data in the service of the to provide a single, more extensive and supply chain and the customer. Knowledge of integral report on sales data for the customers comes from data: what they buy, book industry. The data model will where they buy it, how they use it. The right capture the emerging complexity in the content gets to the right customer because of industry as we become increasingly data—product data; in other words, metadata. multi‐format and multi‐channel in reach It’s as important as the content itself. Content and scope. We anticipate the first delivered in new formats and on new devices reporting of this data in mid‐2011. needs to be treated as data. Customer intimacy comes from data about behaviors, whether It is no exaggeration to say that without better from the point of sale or web analytics. And so metadata—the core information about our on. products—our industry’s ability to reach

consumers with what they want will be greatly As a data‐centric organization, BISG is uniquely impaired. BISG’s metadata best practices for positioned to improve the ratio of signal to both senders and recipients are the gold noise in our industry. Because we employ standard in this arena. Until recently, though, empirical analysis and a pragmatic approach to they have been largely honored in the breach. problem solving, we help our members and the In February of this fiscal year, BISG launched a industry understand what’s important and what more rigorous Product Data Certification to do about it. In this way, over the past year, Program (PDCP) to certify book publishers’ BISG has been providing leadership and metadata. Five publishers were certified at the direction in this time of volatility and high‐ new Bronze, Silver or Gold levels in fiscal year velocity change. 2009−2010, four more were certified in the first

few months of fiscal year 2010−2011 and  We published the findings of three twenty more publishers are in process. But successive ground‐breaking empirical there are thousands of publishers and millions surveys entitled Consumer Attitudes of records of critical data that need attention Toward E‐Book Reading. These findings now. have received international attention

and have been widely cited throughout The criticality of data and the need for speed the industry and well beyond. And we were well illustrated in connection with the will continue to enrich this critical advent of the agency model this year. We baseline data set on what consumers recognized the strategic importance of this are really doing for the foreseeable change and the inadequacies of current future. standards for sales reporting to accommodate it. Time was of the essence. Both BISG staff and  We entered into a long‐term the Supply Chain EDI Committee (SCEDI) partnership with the Association of demonstrated clarity in their objective to revise American Publishers (AAP) and have a standard for reporting, and agility in their created a new data model that will effort to accomplish revision quickly,

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Book Industry Study Group | Annual Report 2009―2010 collaboratively and with wide participation. Association of American Publishers, BookNet Among many other things, this initiative proves Canada, Book Industry Communication, the that standards are not an encumbrance; National Information Standards Organization, instead, they are flexible tools that can be and EDItEUR, where BISG has become a charter adapted to rapidly changing business member of the Board of Directors. requirements so that they continue to provide enormous value. Collaboration of this caliber creates a powerful context for leadership and is the essential These are just a few examples of BISG’s ability— ingredient for success in bringing new value to through the work of its many vibrant authors and readers and the industry committees and dedicated staff—to identify the worldwide. critical problems, challenges and opportunities in our industry and to drive results with In the coming months, knowing that data is measurable business value. strategic and the key to mastering change, BISG will be moving forward with its many current The pace of BISG’s committee activities is projects as well as launching critical initiatives accelerating today in a way that this short note that link strategy to operational efficiency. can only allude to, but over the past year even These include the development of best more has transpired at BISG to support its work practices for managing structured content, and deepen its impact. recommendations for identifying e‐books and other digital content, a baseline survey of BISG’s Identification Committee organized an student attitudes toward content in higher education event and discussion around the education, the first specification for rights International Standard Text Code (ISTC), which communication between trading partners, and level set an understanding of this complex the launch of an innovative educational event “attribute” and set the stage for further that focuses on collaborative problem solving in development. This year’s Making Information complex business environments. Pay conference focused on the data points that indicate where real changes are taking place Thanks to the energy and commitment of BISG and what those changes mean to the industry. members, these projects and others will And the BISG Webcast Series provided an progress toward fruition in the year to come. I interactive medium for learning about the look forward to working with all of you who are trends, technologies and innovations that are already engaged with BISG in shaping the future reshaping the industry and creating new of our industry, and with all of you who will join opportunities. us in the coming months as we continue to tackle the challenges posed by major change. A world without standards and best practices— and without superior data and analysis— will be Sincerely, one overtaken by chaos and noise. This is an issue of global importance. Accordingly, BISG Scott Lubeck has deepened its collaboration with many Executive Director national and international bodies, including the Book Industry Study Group

Book Industry Study Group | Annual Report 2009―2010

BISG 2009−2010: The Year in Review

Financial Results

BISG projected a net deficit of $80,206 for this past fiscal year 2009−2010. This forecast was based on several assumptions concerning revenue projections, membership fees and increased expenses, especially those associated with the recruitment of a new Executive Director. The results were significantly better than projected. The audited net deficit was $39,462. The positive swing of $40,744 was the mainly the result of increased publications sales, sponsorships and membership fees. Moreover, overall costs were successfully controlled despite recruitment costs and new investments in technology.

Summary Results

Book Industry Study Group, Inc Statements of Cash Receipts & Disbursements Year ended June 30, 2009 US$ Cash receipts: Membership dues 581,298 Publications, programs and events 192,358 Other receipts 103,610 Total 877,266

Cash disbursements: Publications, programs and events 161,454 BISAC expenses 10,200 Office services and operating expenses 745,074 Total 916,728

(Deficiency) Excess of cash receipts over disbursements (39,462)

Book Industry Study Group | Annual Report 2009―2010

Membership

Over the past fiscal year BISG attracted thirty new companies as members, including Kaplan Publishing, BookMasters, MarkLogic, Apex CoVantage, B&H Publishing Group, Champion Packaging, Berkery Noyes, Direct Textbooks, National Academies Press, Indigo Books and Music and EVN Solutions. Membership dues collected exceeded budgeted expectations by seven percent.

It was also a year of significant retention of existing members. Only four members left BISG, two individuals and two companies that cancelled for internal business reasons.

For a complete list of companies that joined BISG in the past fiscal year, see Appendix 1 of this report.

Staffing and Administration

New Executive Director In January of 2010, Scott Lubeck joined BISG as its new Executive Director. Scott has a broad background in the book industry. He started his career in editorial at the University of Texas Press; later became President of Texas Monthly Press, a regional book publisher based in Austin, and was Director of the National Academies Press, where he pioneered both digital printing and Internet publishing, efforts recognized by the ComputerWorld Smithsonian Awards Program in 1996. He was a principal in various entrepreneurial companies during the first Internet boom before joining Harvard Business School Publishing as its Chief Technology Officer in 2001. Just before joining BISG, Scott was Vice President of Technology at Wolters Kluwer Professional and Education.

Upgraded IT Infrastructure During 2009−2010, the BISG office made long overdue upgrades to its IT infrastructure and telephone system. It also initiated the implementation of a new online association management system hosted by Avectra, which more than 1000 other non‐profit associations also use. This system—scheduled to go live this fall—will provide more robust, efficient and transparent membership management services for both BISG members and staff.

Expanded Social Media Activity Deputy Executive Director Angela Bole and Office Manager Sara Raffel have continued to expand BISG’s use of the web and social media to communicate with members and the industry at large. A new web site was implemented to support BISG events, and was successfully employed to promote awareness of 2010’s Making Information Pay. BISG also contracted with WebEx to provide online support for the BISG Webcast Series and committee meetings. Online committee meeting participation has become a routine feature and has significantly increased the pace of and participation in committee activities. In addition,

Book Industry Study Group | Annual Report 2009―2010 we have effectively employed social media—such as Twitter (@BISG) and a BISG LinkedIn Group—to promote and interact with BISG members and the industry as a whole.

Board of Directors

At the BISG Annual Meeting of Members held in New York City on September 9, 2009, the following were elected to the BISG Board of Directors for a three‐year term:

 Judith Appelbaum: Managing Director, Sensible Solutions  Charles Benante: VP, Multisourcing, Pearson Technology  Peter Givler: Executive Director, Association of American University Presses  Joseph Gonnella: Vice President of Adult Trade, Barnes & Noble  Mark Kuyper: President & CEO, Evangelical Christian Publishers Association  Jonathan Nowell: President, Nielsen Book  Tom Turvey: Director, Google Book Search Partnerships, Google  Ronald Weir: Senior Vice President Book Sales, RR Donnelley

At subsequent meetings throughout the fiscal year, the Board of Directors was pleased to welcome the following new directors:

 Noah Genner: President and CEO, BookNet Canada (to replace Michael Tamblyn)  Ken Michaels: EVP & COO, Hachette Book Group (to replace Craig Bauer)  Larry Norton: Senior Vice President, Merchandising & Distribution, Borders Group, Inc. (to replace Kathryn Popoff)  George Tattersfield: Vice President of Merchandising, Ingram (to replace Kelley Maier)  Len Vlahos: COO, American Booksellers Association (to replace David Walker)

A full list of the BISG Officers, Board of Directors and Executive Committee Members as of June 30, 2010, can be found in Appendix 2 of this report.

Budget

BISG’s 2009−2010 fiscal year budget was prepared with a note of caution owing to the recessionary influences on the industry and the transition to a new Executive Director. Despite these factors, both the original budget expectations and those in a reforecast were exceeded. It is also noteworthy that the 2009−2010 budget anticipated additional investments in staff, research and programming that came to pass only partially.

With the new Executive Director in place and a number of new initiatives already under way, the 2010‐ 2011 fiscal year budget assumes additional investments in staff, research and new programming in education and events. Other key assumptions in the budget include increases in membership revenue, 3

Book Industry Study Group | Annual Report 2009―2010 in sponsorship of key programs and events and in publication sales. Although the industry business climate is influenced by significant changes in the value chain, we see these changes as opportunities for growth in a membership organization like BISG that spans the industry and serves to support valuable standards, research and education.

The summary budget for fiscal year 2010−2011 can be found in the table below. More detailed budget information is available to members from the BISG office by mailing [email protected].

Book Industry Study Group, Inc. Summary Budget

BUDGET 2010–2011

Ordinary income ($US)

Membership dues 638,465 Publication sales 108,200 Program fees 47,000 Interest and misc. 18,000 Sponsorships 249,000 Shipping and handling 500 Education fees 3,000 Total income 1,064,165

Cost of goods sold 338,100

Gross profit 726,065 Total expenses 816,741 Net surplus/deficit ($90,675)

Book Industry Study Group | Annual Report 2009―2010

Key Activities and Milestones

Publications

Consumer Attitudes Toward E‐Book Reading BISG, under the auspices of its Research Committee, launched an exciting and timely research initiative and series of PDF Summary Reports featuring the first comprehensive survey of U.S. book consumers’ behavior toward and preferences regarding e‐books.

Over the course of nine months (November 2009 through July 2010), participating consumers of e‐books were surveyed and asked questions such as:

 When did you first begin acquiring e‐books?  Where do you typically acquire e‐books?  Which genre(s) are you more likely to read as an e‐book rather than a print book?  What device do you now use most frequently to read e‐books?

The survey responses were collated and analyzed with the help of BISG’s research partners, PubTrack™ Consumer and MarketTools Inc., and published in a series of three PDF Summary Reports, with the third one to be released soon, providing data trends and analysis pertaining to all three surveys.

Along with the downloadable PDF reports, BISG also offered the opportunity to access real‐time survey data via a web‐based tool called Real‐time Reporting, which lets users sort and customize the data needed for their own businesses.

Sponsors: BISG extends its thanks to the following sponsors for their generous support of and input into this project:

Champion: Baker & Taylor, Inc. Supporters: Hachette Book Group, Sony Electronics Inc. Contributors: Barnes & Noble, HarperCollins, OCLC, Random House, Inc. Friends: CERLALC, Impelsys Inc., Macmillan, Pearson, Publishing Technology plc

Book Industry Study Group | Annual Report 2009―2010

Digital Book Printing For Dummies®

The advantages offered by digital printing are being rapidly embraced by publishers, retailers, and readers alike. Yet many questions still remain. When is digital printing right for my company? What is print on demand? How will my books get into the hands of my customers?

From the Introduction, Digital Book Printing For Dummies®

In response to the many questions regarding digital print Featured Contributors: technology and its benefits and downsides, BISG, under license Barnes & Noble from and with the editorial assistance of John Wiley & Sons, Blurb published Digital Book Printing For Dummies® in November Bridge Publications 2009. CreateSpace

Harvard University Press Designed to be a handy and concise reference to the basics of Hewlett‐Packard print on demand and ultra‐short run printing, Digital Book IBT Printing For Dummies® features contributions from industry John Wiley & Sons, Inc. experts on such topics as current capabilities and limitations of Library of Congress digital print technology, choosing the right products for digital Lightning Source printing, setting up a print on demand workflow and working Malloy with digital print vendors. Along with this practical information, Océ the book contains case studies that illustrate how traditional On Demand Books and non‐traditional publishers are taking advantage of digital Oxford University Press print technology and print on demand. The book also contains a Unlimited Publishing LLC useful glossary of industry terms. Xerox

BISG thanks the following organizations for their generous sponsorship of this publication: CreateSpace, Hewlett‐Packard, Independent Book Publishers Association and Lightning Source.

BISAC Subject Headings, 2009 Edition The Subject Codes Committee, under the guidance of Committee Chair Connie Harbison of Baker & Taylor, published the 2009 edition of the BISAC Subject Headings in December 2009.

Widely used across the North American book industry as the standard means of classifying content by subject, the BISAC Subject Headings are updated and revised annually to keep up with current trends and subject areas of growing interest. The Subject Codes Committee calls on publishers and other subject experts to help update specific subjects each year; in preparing the 2009 edition, specialists from Hal Leonard and Abingdon Press lent their expertise for revisions in the Music and the Bible sections, respectively. Other subject areas that underwent major revisions included Language Arts & Disciplines and Nature. 6

Book Industry Study Group | Annual Report 2009―2010

Upon completion of the 2009 edition, the Subject Codes Committee immediately began work on the 2010 edition, which will be available in the fall of 2010.

BISG Discussion Paper Series BISG published the first in a series of Discussion Papers with the release of The International Standard Text Code (ISTC): A Work in Progress in March 2010.

Designed to provoke industry conversation, the BISG Discussion Paper series features important and timely topics for the book industry.

The papers are available as PDF downloads and posted online on the BISG website, enabling and encouraging readers to “talk back” and share their thoughts with one another on the papers and their subject matter.

Additional papers published in this series were BISG’s Making Information Pay 2010: Selected Survey Results (May 2010), and Consumer Empowerment Through Smart Phones (June 2010), a paper on the emerging technology and use of QR and other matrix codes in the book world, developed by the Machine Readable Coding Committee.

BISG plans to publish several discussion papers a year.

BISG/AAP Collaboration: A New Model for Industry Statistics

Our goal is to improve accuracy and timeliness, and to expand the quality of data available about our industry. We expect that participants in every sector will find that improved data will lead to better business decisions and more effective public advocacy. Consumers will be the ultimate beneficiaries of these efforts as our industry is able to better identify and meet changing consumer demands.

From a joint BISG/AAP Press Release

In May of 2010, BISG and the Association of American Publishers (AAP) announced a new joint effort to create a new statistical model for collecting, analyzing and presenting industry statistics. For years both BISG and AAP have published separate, sometimes divergent, industry statistics on publisher revenues and units sold.

Book Industry Study Group | Annual Report 2009―2010

Responding to increased demand and need for accurate, timely and dynamic sales data, BISG and AAP concluded that combining their efforts to both gather data and provide cogent, meaningful analysis would result in increased accuracy and clarity over each organization’s separate efforts.

Shortly after announcing the joint effort, AAP, BISG and AAP’s statistics partner, Management Practices, Inc. (MPI), began contacting BISG and AAP members through interviews and surveys to determine how to maximize the usefulness and accuracy of data about the industry. Information from other industry stakeholders who track market data is also being sought.

The goal is to provide the industry with a comprehensive, joint statistical resource by June 2011. This new joint statistical resource is expected to replace BISG’s Book Industry TRENDS, provide uniform industry estimates and complement many of AAP’s existing reports.

Events

Making Information Pay 2010 May 6, 2010 New York City

“Points of No Return” was the focus of BISG’s annual flagship conference this year, when Making Information Pay (MIP) explored what happens as the digital market grows and the print market shrinks.

More than 300 industry professionals signed up to hear expert speakers as they addressed the technological “points of no return” currently facing our industry. Through the course of the day, new technologies were identified that are dictating advanced ways in which books—both digital and physical—are acquired, produced, distributed, marketed and sold.

Activities supporting the conference, co‐organized for a third year in a row with Mike Shatzkin of The Idea Logical Company and Ted Hill of THA Consulting, included a behavioral survey leading up to the event, and a BISG Discussion paper with selected survey results after it. The program, divided into two parts, featured industry experts discussing digital tipping points—when to recognize them and how to manage them.

Book Industry Study Group | Annual Report 2009―2010

These were the topics and speakers:

State of the Industry MIP 2010 Sponsors: Analysis of the Making Information Pay 2010 Pre‐event Survey and a View of the Near Future Diamond Level Mike Shatzkin,The Idea Logical Company SBS Worldwide Sterling Commerce Latest Data on How Digital Technologies are Transforming How Books are read, Discovered and Bought Gold Level Kelly Gallagher, RR Bowker RR Bowker The 7 Pitfalls of Not Being Ready for Digital Transformation Copyright Clearance Center Bill Trippe, The Gilbane Group Nielsen ONIXEDIT Practical Approaches to Managing Change and Understanding When There’s No Going Back Publishing Technology Jabin White, Wolters Kluwer Health’s Professional & Xerox Education Silver Level Strategies for Technology Investment Advantage Computing Systems George Lossius, Publishing Technology Plc Firebrand Technologies Ingram Executive Viewpoints Klopotek The Changing Role of Editors LibreDigital Bruce Shaw & Adam Salomone, The Harvard Common Press MarkLogic NetRead The Changing Role of Production Managers Phil Madans, Hachette Book Group The Changing Allocation of Marketing Resources Matt Baldacci, Vice President, Associate Publisher, St. Martin’s Press The Changing Role of the Sales Team Maureen McMahon, Kaplan Publishing

Book Expo America May 25 to May 27, 2010 New York City

Continuing its support of industry education, BISG presented three educational sessions at BookExpo America (BEA) this year: “A Conversation about the Agency Model,” “Who's Reading E‐Books?” and “Millennials and Publishing: Meet the Next Generation.”

Book Industry Study Group | Annual Report 2009―2010

A Conversation about the Agency Model There has been widespread discussion throughout the book industry and beyond concerning the adoption of an agency model for the sale of e‐books. Only a few major publishing companies are in the process of implementing this new business model, but the issue has raised many questions concerning how the model works, what its benefits are, and what new requirements it imposes on publishers and retailers, including e‐tailers.

Thanks to our speakers, Michael Cader of Publishers Marketplace, Bob Kohn of RoyaltyShare and Dominique Raccah of Sourcebooks.

Who’s Reading E‐Books? New Results from BISG’s Consumer Attitudes Toward E‐Book Reading BISG’s pioneering research survey Consumer Attitudes Toward E‐Book Reading has been providing trending data from hundreds of e‐book consumers since November 2009. The survey, conducted three times over the course of nine months, asked questions of print book consumers about their current interest in and preference for various kinds of digital content, and about the factors that influenced their e‐book reading habits and purchasing decisions.

Presented by Angela Bole of BISG, and Kelly Gallagher of RR Bowker, the “Who’s Reading E‐Books?” session featured new findings from the survey's third fielding, describing ways book readers altered their e‐book consumption during the preceding six months in relation to how and where they acquired e‐books, which genres they preferred, whether digital rights management (DRM)matters, and many other specific issues related to attitudes and preferences.

Millenials and Publishing: Meet the Next Generation A look at the future of our business through the eyes of those up next This panel discussion, coordinated by BISG and New York University's Master of Science in Publishing program, brought together a team of publishing students to share their thoughts about the current state of the industry, e‐books, other new media—and what's coming next.

With an estimated 75,000,000 millennials (born between the mid‐1970s and late 1980s) preparing to join today's workforce, this was a timely look at what members of the next generation think about publishing as a business and what they hope to contribute today and in the future In the publishing industry. The panel explored how millennials’ mastery of technology, the Internet and particularly social media might affect publishing in the decades to come.

Special thanks to our moderator, Peter Balis of John Wiley & Sons, and our student‐panelists, Charity Delich, Lauren DeSimone, Jessica Wells and Till Worth.

Book Industry Study Group | Annual Report 2009―2010

ALA Annual Conference The Changing Standards Landscape June 25, 2010 Washington, DC

Building on three years of successful co‐programming, BISG and the National Information Standards Organization (NISO) again co‐hosted The Changing Standards Landscape on June 25, 2010, just before the American Library Association Annual Conference in Washington, DC.

Titled “Creative Solutions to Your Information Problems,” the program was sponsored by Cross‐Ref and focused on standards as they're experienced by readers and other content consumers. Along with thought leadership on the critical areas of identification, discovery and format, it featured informative and timely presentations on how today’s supply chain is reacting to the changing needs and expectations of end‐users.

This year’s featured speakers and presentations were as follows:

101 Primer on the Roadmap of Identifiers and the Business Cases for Their Usage Scott Lubeck, Executive Director, BISG Identification of E‐books—One Year Later Mark Bide, Executive Director, EDItEUR Discovery Tools—Changing the Nature of Collections in an Item‐centered World Jane Burke, Senior Vice President, ProQuest and Serials Solutions Ontologies and User Needs in Publishing Jabin White, Director of Strategic Content, Wolters Kluwer Health—Professional and Education Delivering Digital Content for New Generations of Research: Strategies and Challenges Jeremy York, Assistant Librarian, University of Michigan Library, & Project Librarian, HathiTrust MESUR: Metrics from Scholarly Usage of Resources Johan Bollen, Associate Professor, School of Informatics and Computing, Center for Complex Networks and System Research, Indiana University

Book Industry Study Group | Annual Report 2009―2010

Additional Public Appearances BISG maintained a high profile in fiscal year 2009−2010, with numerous speaking engagements and supporting organization roles at leading industry events (volcanic eruptions notwithstanding).

Frankfurt Book Fair Independent Book Publishers October 6‐10, 2009 Association’s (IBPA’s) Publishing Frankfurt, Germany University Digital Book World May 24, 2010 January 25‐27, 2010 New York City New York City Association of American Tools of Change University Presses (AAUP) February 22‐24, 2010 June 19, 2010 New York City Salt Lake City, Utah Publishing Business Conference EDITECH and Expo June 25, 2010 March 8‐10, 2010 Milan, Italy New York City

Programs

Product Data Certification Program

Designed to give publishers the opportunity to benchmark their product data against objective, industry‐accepted standards, specifically the BISAC Metadata Committee’s Metadata Best Practices for Data Senders, BISG’s Product Data Certification Program (PDCP) was revamped in the latter part of 2009 and early 2010, and was re‐launched in February 2010.

Working closely with the PDCP Certification Panel of representatives from leading North American data recipients―Baker & Taylor, Barnes & Noble, RR Bowker, Ingram and the Library of Congress―BISG incorporated a number of process improvements designed to strengthen and enhance the certification process.

Submitted product data files now receive enhanced evaluation and feedback from the PDCP Certification Panel, including:  Descriptive qualitative feedback at the ISBN level  Three levels of certification: Gold, Silver and Bronze  Special acknowledgement (a “plus” designation) for the addition of extra marketing detail 12

Book Industry Study Group | Annual Report 2009―2010

The revised program attracted numerous companies interested in seeing how their product metadata stacked up, with five companies certified at the tail end of fiscal year 2009−2010, with more on the way:

Silver+ Silver Bronze InterVarsity Press Harlequin Sourcebooks W.W. Norton Penguin Group (USA)

Book Industry Environmental Council

BISG, a founding member of the Book Industry Environmental Council (BIEC), has continued its participation throughout fiscal year 2009−2010 in BIEC general meetings and in its executive committee and working groups. BIEC’s diverse membership includes publishers, printers, paper manufacturers and suppliers, retailers and non‐profit organizations working to develop environmental guidelines and benchmarks for the North American book Industry.

The Council remains focused on three areas:

1. Tracking: creating surveys to track the environmental progress of various sectors within the book industry 2. Carbon emission goals: setting industry‐wide goals to reduce the carbon footprint involved in the manufacture, transportation and selling of books 3. Eco‐label: developing a certification and labeling program to recognize environmentally responsible and forward‐thinking publishers.

BISG Webcasts

In July 2009, BISG presented its first live Webcast, “An Introduction to ONIX 3.0.” Designed to provide expert instruction on important and sometimes complex issues in an interactive, one‐hour format, the BISG Webcast Series features presentations by industry experts, with Q&A sessions open to participants. They are free for BISG members, and have attracted hundreds of industry professionals.

The lineup for fiscal year 2009−2010 featured nine Webcasts (more information on each webcast can be found at http://www.bisg.org/event‐cat‐6‐webcasts.php):

ONIX for Books 3.0: An Introduction Presented by Mark Bide (EDItEUR) and David Martin (EDItEUR) ONIX for Books 3.0: Best Practices for Implementation Presented by Richard Stark (Barnes & Noble) 13

Book Industry Study Group | Annual Report 2009―2010

Identification and Digital Publications: Exploring the Emerging Standards Landscape Presented by Mark Bide (EDItEUR) Sponsored by the U.S. ISBN Agency ONIX for Books 3.0: Supporting New Metadata for eBooks Presented by David Martin (EDItEUR) and Brian Green (International ISBN Agency) In partnership with IDPF Radio Frequency Identification: Exploring Publishing’s New Supply and Demand Presented by Jim Lichtenberg (Lightspeed, LLC), Michele Southall (GS1 US) and Patrick Javick (GS1 US) BISAC Subject Headings: Connecting Books and Readers Presented by Connie Harbison (Baker & Taylor) and Angela Bole (BISG) Sponsored by OCLC Understanding BookServer: The Power to Find, Buy or Borrow Any Digital Book in Any Format at any Time Presented by Keith Fahlgren (Threepress Consulting, Inc.) Digital Book Printing: What Can Digital Do (or Not Do) for You? Presented by Kurt Biedler (Amazon.com), Sara Davis Anderson (Harvard University Press) and Lynn Terhune (John Wiley & Sons, Inc.) Practical E‐Book Formatting: Limitations and Optimizations Presented by Joshua Tallent (eBook Architects)

Book Industry Study Group | Annual Report 2009―2010

BISG Committee Reports

BISG’s committees, interest groups and task forces facilitate advances in a wide array of industry activities, standards, guidelines and policies. Actively managed by our members, they meet regularly either in person or via conference call.

For information about becoming involved in a BISG committee, interest group or task force, please visit our website at www.bisg.org or contact the BISG Office at [email protected].

Here are summary reports from the BISG committees:

Digital Standards Committee Chair: Leslie Hulse, HarperCollins Publishers

Following the release of Book Digital Repository Online Protocol version 1.0 (BookDROP), a standard intended to support the search and discovery of digital book content on the Web, the Digital Standards Committee spent some time exploring potential priorities.

The Committee then met on May 4, 2010, and proposed to create a working group called Standards for Content Structuring. Headed by Jabin White (Wolters Kluwer Health), this group will concentrate on the development of standards for structuring content in data models, whether destined for print or digital output and delivery.

The committee approved the formation of the working group; its meetings began late in fiscal year 2009−2010 and will continue in fiscal year 2010−2011.

Distribution Executives Interest Group Chair: Roger Milroad, John Wiley & Sons

Though the full Distribution Executives Interest Group (DEIG) was inactive throughout fiscal year 2009−2010, a subcommittee of DEIG―the On Sale Date Task Force―convened in February 2010, and met throughout the spring and summer.

The goal of the task force was to develop best practices enabling the simultaneous availability of new releases to consumers from all consumer purchasing sources, such as online or bricks‐and‐mortar retailers, in order to maintain a level playing field for all trading partners and not favor one consumer sales channel over another. 15

Book Industry Study Group | Annual Report 2009―2010

Chaired by Tom Clarkson (Cumberland Systems Review Group), the task force included representatives of publishers, distributors, wholesalers, independent retailers and major chain retailers, and its report— Recommended Best Practices: On Sale Date Compliance―is scheduled for release early in fiscal year 2010−2011.

Manufacturing Executives Interest Group Interim Chair: Jim Lichtenberg, Lightspeed, LLC

MEIG was on hiatus during fiscal year 2009−2010.

Publications Committee Chair: Judith Appelbaum, Sensible Solutions

In the early part of the fiscal year, the Publications Committee concentrated on the creation of Digital Book Printing For Dummies®, which was released in November 2009.

The committee then turned its attention to preparing Consumer Attitudes Toward E‐Book Reading for publication. The first summary PDF report of this study was released in January 2010; the second was released in March, and at this writing the third is imminent. The committee plans to continue work on Consumer Attitudes Toward E‐Book Reading in fiscal year 2010−2011, as survey reports are drafted.

Publisher/Independent Wholesalers Interest Group Chair: Phil Madans, Hachette Book Group USA

In fiscal 2009−2010, The Publishers/Independent Wholesalers Interest Group (PIWIG) worked with the Global Data Synchronization Network Working Group that focuses on the book industry. That working group recommended that ONIX serve as the basis of a metadata extension for books in the GDSN. The group also determined that it needed to license the use of the ONIX for the specification and negotiated to obtain at license from EDItEUR.

PIWIG is awaiting the finalization of the ONIX licensing agreement and the production of a draft specification for the metadata extension. This process has taken much longer than anticipated, but at the end of fiscal year 2009−2010 the licensing agreement had been signed and work on the GDSN book extension began.

Work to complete the metadata extension will continue in fiscal year 2010−2011.

Book Industry Study Group | Annual Report 2009―2010

Research Committee Chair: Kelly Gallagher, RR Bowker

The Research Committee worked throughout the fiscal year 2009−2010 with project partners Publishers Weekly and RR Bowker’s PubTrack™ Consumer to complete three consumer surveys related to the Consumer Attitudes Toward E‐Book Reading report, which was released in three parts. Summary reports for the first and second consumer surveys were available in January 2010 and April 2010, respectively. The final report, a comprehensive publication covering all three surveys, is imminent.

Through Consumer Attitudes Toward E‐Book Reading, BISG made trendable, actionable data available as part of a Real‐time Reporting feature for the first time. Sponsors and subscribers were able to manipulate raw data across all three surveys with this new tool that promises to be a model for future BISG reports.

Looking forward to fiscal year 2010−2011, the Research Committee plans to re‐launch Consumer Attitudes Toward E‐Book Reading for a second year, and to begin a similar consumer project titled Student Attitudes Toward Content in Higher Education.

Book Industry Study Group | Annual Report 2009―2010

BISAC Committee Reports

BISAC (Book Industry Standards and Communications) continued to work on important industry‐wide standards through its various committees, with Wendell Lotz of Ingram Book Group as BISAC Chair.

Summary reports from the BISAC committees follow.

Identification Committee Co‐Chairs: Laura Dawson, LJNDawson.com and Phil Madans, Hachette Book Group

The BISAC Identification Committee formed two working groups in fiscal year 2009−2010, one focused on the International Standard Text Code (ISTC) and other on the identification of e‐books.

The Identification of E‐Books Working Group, led by Phil Madans, was formed to analyze and respond to a statement by the International ISBN Agency recommending that each format of an e‐book carry a separate ISBN. U.S. trading partners identified several potential problems with this use of the ISBN, including data “bloat” within systems and confusion about which ISBNs identify separate publications and which simply identify separate file formats.

With these and other issues in mind, this working group agreed to hire a consultant to conduct research on the issue of the identification of e‐books. The research is expected to conclude during the first half of fiscal year 2010−2011, at which time the group will formulate a set of recommendations for the industry.

The ISTC Working Group, led by Laura Dawson, met throughout spring and summer 2010 with the goal of studying the potential uses of the ISTC “attribute” and formulating a paper that either recommends its use or suggests changes that would make it more likely to serve the industry’s needs.

Working closely with RR Bowker, the U.S. Agency responsible for assigning ISTCs, the ISTC Working Group expects to release its suggestions during fiscal year 2011.

Machine Readable Coding Committee Chair: Tom Clarkson, Cumberland Systems Review Group (CSRG)

In response to a request to explore and publicize the use of QR Codes in the book industry, the Machine Readable Coding Committee (MRC) began considering the topic in fiscal year 2010. After some 18

Book Industry Study Group | Annual Report 2009―2010 investigation, the committee expanded its focus to the broader field of consumer empowerment using bar codes in addition to the QR Code in conjunction with applications on smartphones.

The Committee assembled information on an initial smartphone application directed toward consumers in the book industry along with applications intended for the general public. The result of this work is a paper describing the applications and some representative bar code symbologies that are already appearing in consumer venues. The paper was released on the BISG Discussion Papers website under the title Consumer Empowerment Through Smart Phones.

During Fiscal Year 2011, MRC intends to update the paper with recommendations for the printing, placement and encoding of the symbols used in consumer empowerment applications. The Committee will also develop and present a webcast “Consumer Empowerment Through Smartphones.”

Metadata Committee Chair: Richard Stark, Barnes & Noble

The primary focus of the Metadata Committee in fiscal year 2009−2010 was the continued development of ONIX for Books 3.0 and the related Code Lists.

The Committee worked with EDItEUR on the development of ONIX for Books Code Lists Issue 11, which was released in March 2010.

The Committee also reviewed the status of ONIX 3.0 adoption in the U.S., where, it was noted, most data aggregators are moving toward support for 3.0 by the end of the 2010 calendar year. Publisher uptake has been slower, as the time and cost implications must be accounted for and justified.

The committee also reviewed a proposal from EDItEUR regarding ONIX for Digital Releases. Both data suppliers and data recipients on the committee felt that there was not a strong enough business need to warrant support of the proposal.

The Metadata Committee also reviewed changes to the first revision of Product Metadata Best Practices for Data Recipients. Work on revisions to this document has continued into fiscal year 2010−2011, and the document as revised is expected to be released this fall.

Publisher/Manufacturer Committee Chair: Diane Degener, R.R. Donnelley

Work on new implementations between trading partners continued for almost all of the XBITs transactions during the past year, including work on purchase order (PO) and PO acknowledgement, shipping instructions, advance ship notice (ASN) and book specs.

The committee, which continued to meet quarterly in New York City, focused on a number of recent business process changes as it updated the XBITs XML schemas. These involved the following:

Book Industry Study Group | Annual Report 2009―2010

1. Orders a. Identification of related POs and line items within POs that are manufactured together and on which pricing may be based b. Identification in the Book Specification that the product is a children’s product and has to be tested according to the CPSIA (Consumer Product Safety Improvement Act) 2. ASN requirements a. References for mixed product packaging at the book, carton and pallet levels b. RFID tag values at the book, carton and pallet levels c. SSCC values at the carton and pallet levels d. Need for a product label format that can incorporate the SSCC barcode e. CPSIA testing documentation 3. Order Status a. Additional date types to support reporting of manufacturing milestones such as file and component receipts

Rights Committee Chairs: Judith Appelbaum, Sensible Solutions; Laura Dawson, LJNDawson.com; David Marlin, MetaComet Systems and Emily Williams, LJN Dawson.com

The Rights Committee, pursuing its goal of developing standardized rights messaging for the book industry, formed a Beta Testing Working Group and a Communication Working Group in fiscal year 2009−2010. Work within both groups is ongoing, and a pilot test of rights‐based transactional messaging is scheduled for fiscal year 2010−2011.

The Beta Testing Working Group was charged with developing use cases and then creating selected test messaging and technical specifications for a pilot program. This working group has developed three initial use cases and validated them, and is currently working to refine them in preparation for the piloting stage.

The core use cases developed are:

1. Communications to and from collective rights management organizations (CMOs), including rights registry organizations (RROs) 2. Royalty reporting of licensed rights 3. Transfer of rights

The Communication Working Group was charged to identify a comprehensive set of rights transactions and devise a supporting standardized vocabulary.

To this end, this working group has developed a preliminary categorized list of rights transactions that are either currently in use or likely to be used in the near future. From this list, the group has been

Book Industry Study Group | Annual Report 2009―2010 developing the basis for a standardized rights vocabulary that will be understandable as English‐ language plain text, but also translatable to and useable for automated systems.

The Communication Working Group and the Beta Testing Working Group are working together to ensure that identification and definition of standardized rights and the related vocabulary can express all use case messages.

Subject Codes Committee Chair: Connie Harbison, Baker & Taylor

The Subject Codes Committee had another productive year in pursuit of its mission to continually develop and maintain the BISAC Subject Headings List and the accompanying Merchandising and Regional Themes lists.

Eleven meetings were held, with an average attendance of 11 individuals representing major publishers, wholesalers and other data aggregators, and retailers. This average attendance has remained consistent over the past three years.

The committee worked throughout the year to complete revisions to the 2010 edition, proposing significant changes to two sections (Business & Economics and Science) and minor additions and literal changes to at least 26 other sections. Its proposal includes 93 heading additions, 49 changes to the literal descriptions and 11 inactivations. Pending acceptance of the proposal, the 2010 edition of the BISAC Subject Headings list will be available early this fall.

Most of the substantial changes in the Science section were to literals. The Life Sciences and Mechanics trees were modified to eliminate many four‐level trees. A new tree was created for Physics, bringing all of the headings related to that subject together to improve organization of the section.

In the Business & Economics section, trees were created for Investments & Securities and Real Estate. In addition, a number of types of industry were added to the Industries tree. This expansion of the Business & Economics section allows for narrower categorization of titles on these topics.

During the past year, a subcommittee of the Subject Codes Committee was formed to create a BISG‐ approved BIC‐to‐BISAC mapping. This mapping is from the UK’s Book Industry Communication (BIC) Subject Categories only; BIC Qualifiers were not incorporated into the mapping at this stage. The mapping will be maintained annually as the BIC categories and/or BISAC codes undergo routine revisions. Wendell Lotz (Ingram), Michael McDonnell (Wiley) and Michael Olenick (RR Bowker) worked with the chair on this subcommittee, devoting countless hours over a six month period to ensure that the mapping could be proposed in conjunction with the 2010 edition of the Subject Codes.

The Subject Codes Committee also continued to work on creating definitions/scope notes to the headings during the past year. Although progress has been slow, the committee hopes to be able to 21

Book Industry Study Group | Annual Report 2009―2010 make the definitions/scope notes available on the BISG website in conjunction with the release of the 2011 Subject Headings edition.

Supply Chain EDI Committee Chair: Doug Minett, The Bookshelf

Following the approval and release of version 1.1 of the EDitX Sales Report, a new working group was formed within the Supply Chain EDI (SCEDI) Committee to create a format‐agnostic sales report. The goal of this Sales Reporting Working Group, chaired by industry consultant Francis Cave (EDItEUR), was to accommodate the needs of both digital and print product, and both agency and traditional sales models, along with best practices to support all.

The draft Sales Report was completed in June 2010 with the intention to support the following entity relationships: retailer, intermediary (data warehouse/wholesaler), and publisher (rights holder). Having identified elements to include in the Sales Report, the group turned its attention to the needs of tax reporting for the remainder of fiscal year 2009−2010, creating a separate Tax Report.

Looking forward into fiscal year 2010−2011, the working group plans to initiate a pilot program to pressure test the Sales Report and Tax Report documents prior to release.

Appendixes

Appendix 1: New BISG Members

Above the Treeline INTERQUEST Apex CoVantage Kaplan Publishing AppFoundry MarkLogic Corporation B&H Publishing Group Maruzen International Benetech Mayo Clinic Berkery Noyes Mobilexe BookMasters Muze CERLALC National Academies Press Champion Packaging Products NFPA CrossRef Open Road Integrated Media DAU ‐ Acker Library Page Foundry Direct Textbooks Petros Paranikas EVN Consulting Sameer Raina Indigo Books and Music The RAND Corporation Internet/Media Strategies Thomson‐Shore

Book Industry Study Group | Annual Report 2009―2010

Appendix 2: BISG Board of Directors

Co‐Chairs: Joe D’Onofrio Dominique Raccah VP Supply Chain, Simon & Schuster Publisher and CEO, Sourcebooks, Inc. Jon Fine Andrew Weber Director, Author & Publisher Relations, Senior Vice President, Operations and Amazon.com Technology, Random House, Inc. Noah Genner Vice‐Chair: President & CEO, BookNet Canada Open Position Peter Givler Secretary: Executive Director, Association of American Judith Appelbaum University Presses Managing Director, Sensible Solutions, Inc. Ted Hill Treasurer: President, THA Consulting Deborah E. Wiley Senior Vice President, John Wiley & Sons, Inc. Dan Johnson Senior Vice President, IS Development, Baker & Other Executive Committee Members: Taylor

Sally Dedecker Tina Jordan President, Sally Dedecker Enterprises Vice President, Association of American Publishers Joseph Gonnella Vice President, Adult Trade, Barnes & Noble Florrie Binford Kichler President, IBPA, the Independent Book Other Directors Publishers Association

Gary Aiello Mark Kuyper Chief Operating Officer, RR Bowker President & Chief Executive Officer, Evangelical Christian Publishers Association Charles Benante Vice President, Multisourcing, Pearson Frank Lawton Technology Vice President of Quality and Resource Utilization, McGraw‐Hill Education Gary W. Brusseau Senior Vice President of Sales, Quebecor World James Lichtenberg President, Lightspeed, LLC

Book Industry Study Group | Annual Report 2009―2010

George Lossius Rick Schwartz Group Chief Executive Officer, Publishing Chief Information Officer, HarperCollins Technology, Inc. Publishers

Ken Michaels George Tattersfield Executive Vice President and Chief Operating Vice President of Merchandising, Ingram Officer, Hachette Book Group *Tom Turvey Larry Norton Director, Google Book Search Partnerships, Senior Vice President, Merchandising & Google Distribution, Borders Group Len Vlahos Jonathan Nowell COO, American Booksellers Association President, Nielsen Book Ronald Weir Andrew Savikas Senior Vice President, Book Sales, R.R. Director, Digital Content & Publishing Services, Donnelley O’Reilly Media, Inc.

*Currently on leave from the BISG Board of Directors due to BISG's work with the Google Book Settlement.

Book Industry Study Group | Annual Report 2009―2010

Appendix 3: Active BISG and BISAC Committees

BISG Committees BISAC Committees

Digital Standards Committee BISAC General Committee Chair: Leslie Hulse, HarperCollins Publishers Chair: Wendell Lotz, Ingram Book Group [email protected] [email protected] Distribution Executives Interest Group Identification Committee Chair: Roger Milroad, John Wiley & Sons Co‐Chairs: Laura Dawson, LJNDawson.com; Phil [email protected] Madans, Hachette Book Group [email protected] Manufacturing Executives Interest Group Interim Chair: Jim Lichtenberg, Lightspeed, LLC Machine Readable Coding Committee [email protected] Chair: Tom Clarkson, Cumberland Systems Review Group (CSRG) Publishers Independent Wholesalers Interest [email protected] Group Chair: Phil Madans, Hachette Book Group USA Metadata Committee [email protected] Chair: Richard Stark, Barnes & Noble [email protected] Publications Committee Chair: Judith Appelbaum, Sensible Solutions Publisher/Manufacturer Committee [email protected] Chair: Diane Degener, R.R. Donnelley [email protected] Research Committee Chair: Kelly Gallagher, RR Bowker Rights Committee [email protected] Co‐Chairs: Judith Appelbaum, Sensible Solutions; Laura Dawson, LJNDawson.com; David Marlin, Metacomet Systems; Emily Williams, LJNDawsom.com [email protected] Subject Codes Committee Chair: Connie Harbison, Baker & Taylor, Inc. [email protected]

Supply Chain EDI Committee Chair: Doug Minett, The Bookshelf [email protected]

Book Industry Study Group | Annual Report 2009―2010

Appendix 4: Sponsors of BISG Work

BISG gratefully acknowledges the support of the following companies and organizations, which contributed to specific publications, programs and events in fiscal year 2009–2010.

Advantage Computing Systems Silver Sponsor, Making Information Pay 2010 Baker & Taylor, Inc. Champion Sponsor, Consumer Attitudes Toward E‐Book Reading Barnes & Noble Contributor Sponsor, Consumer Attitudes Toward E‐Book Reading CERLALC Friend Sponsor, Consumer Attitudes Toward E‐Book Reading Copyright Clearance Center Gold Sponsor, Making Information Pay 2010 CreateSpace Sponsor, Digital Book Printing For Dummies® CrossRef Sponsor, BISG/NISO Standards Forum at ALA Annual Meeting Firebrand Technologies Silver Sponsor, Making Information Pay 2010 Hachette Book Group Supporter Sponsor, Consumer Attitudes Toward E‐Book Reading HarperCollins Contributor Sponsor, Consumer Attitudes Toward E‐Book Reading Hewlett‐Packard Sponsor, Digital Book Printing For Dummies® IDPF Sponsor, BISG Webcast Impelsys, Inc. Friend Sponsor, Consumer Attitudes Toward E‐Book Reading Ingram Silver Sponsor, Making Information Pay 2010 Independent Book Publishers Assoc. Sponsor, Digital Book Printing For Dummies® International Business Systems Breakfast & Lunch Sponsor, BISG Annual Meeting 2009 Klopotek Silver Sponsor, Making Information Pay 2010 LibreDigital Silver Sponsor, Making Information Pay 2010 Lightning Source Sponsor, Digital Book Printing For Dummies®; Sponsor, BISG Annual Report, 2009 Macmillan Friend Sponsor, Consumer Attitudes Toward E‐Book Reading MarkLogic Corporation Silver Sponsor, Making Information Pay 2010 NetRead Silver Sponsor, Making Information Pay 2010 Nielsen Breakfast & Lunch Sponsor, BISG Annual Meeting 2009; Gold Sponsor, Making Information Pay 2010 Océ Sponsor, BISG Webcast

Book Industry Study Group | Annual Report 2009―2010

OCLC Sponsor, BISG Webcast; Contributor Sponsor, Consumer Attitudes Toward E‐Book Reading ONIXEDIT Gold Sponsor, Making Information Pay 2010 Pearson Friend Sponsor, Consumer Attitudes Toward E‐Book Reading Publishing Technology plc Friend Sponsor, Consumer Attitudes Toward E‐Book Reading Gold Sponsor, Making Information Pay 2010 Random House, Inc. Contributor Sponsor, Consumer Attitudes Toward E‐Book Reading RR Bowker Gold Sponsor, Making Information Pay 2010 SBS Worldwide Diamond Sponsor, Making Information Pay 2010 Sony Electronics Inc. Supporter Sponsor, Consumer Attitudes Toward E‐Book Reading Sterling Commerce Diamond Sponsor, Making Information Pay 2010 U.S. ISBN Agency Sponsor, BISG Webcast Xerox Corporation Gold Sponsor, Making Information Pay 2010

Book Industry Study Group | Annual Report 2009―2010

About BISG

The Book Industry Study Group (BISG) is a not‐for‐profit research and technology standards organization whose members come from every sector of the publishing community. BISG is a forum for managing change and enabling interaction among publishers, booksellers, librarians, wholesalers, manufacturers, authors and suppliers. For more information, visit www.bisg.org.

Book Industry Study Group, Inc. 370 Lexington Avenue New York, New York 10017

Telephone: 646 336 7141 Fax: 646 336 6214 Email: [email protected] Twitter: @BISG

2009--2010 annual report BOOK INDUSTRY STUDY GROUP Creating a more informed, empowered and efficient book industry supply chain for both physical and digital products.

Book Industry Study Group

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