The announcement was met with a sense of anti-climax, though, as many of us rushed to our local library’s website to borrow a Kindle book, only to find that the roll-out is incomplete at this time. No mention of a Kindle title at my public library, for instance, until very late in the week.

Now that the system has propogated, though, folks like me are delighted to see the number of available titles. At my library, for instance, there are over 700 Kindle books with copies available. Wow! How far we have come in the world of e-books in such a short time! And with the Kindle books, the system is set up to allow patrons to have the books they borrow sent directly to their Kindles via wifi (but not 3G–see below). Oh, happy day! Unlike borrowing an ePub book and installing it manually on my Nook, these Kindle books will just appear once I check them out. Ahhh.

For Kindle owners, you will find that checking a Kindle book out from your public library will kick you over to the Amazon site, where you can pick the device you want the book sent to. I just downloaded the limit of four books, and the process works seamlessly. Another example of Amazon winning by offering the most user-friendly interface around.

It is funny to me, though, how developments surrounding the Kindle grab attention to a subject. I mean, before the Kindle itself came out, there had been e-books and e-readers for years, and a devoted crew of intrepid e-bookers who could read stuff on just about anything. But, to the general public, e-books were mostly a nonentity, until Kindle, which, er, kindled interest in e-reading like nothing else. Now that Kindle has turned up at the public library, everyone wants to know what it means, how borrowing works, and how it affects their library or Amazon accounts. Here are the three key facts that you need to know to use the new service:

1. Your library still has to buy books to make them available to library patrons. I read somewhere a reader questioning how many Kindle books would be available for borrowing through the public library. That number is ultimately determined by the number of books that your library purchases through Overdrive and Amazon to make available through the service. Despite all the chatter about new models for publishing and accessing books in the e-book era, the basics of how libraries operate haven’t changed. The library purchases books using its budget and then lends them out to patrons, whether in print or electronic formats. The kerfluffle that arose when Harper Collins told libraries through its distributor Overdrive that their e-books would be limited to 26 circulations was a conflict over terms, not a change in the basic economics of running a library. So, although Amazon makes hundreds of thousand of books available through its store, you will only be borrowing those that your library purchases.

2. The borrowing process is handled through your Amazon account, not through Overdrive or your library. This means, of course, that any patron with a Kindle and without and Amazon account cannot ultimately borrow books from the library. Not a bad deal for Amazon, which makes buying opportunities available during the borrowing process. Given the seamless and slick way that Amazon handles book transmission, this may be a small price to pay. Sometimes the best systems are inherently commercial. Think Apple. It is just a shift from the hardy, noncommercial independence of most public libraries.

3. The books you borrow can only be sent to your Kindle via wifi. It seems like a reasonable limitation, unless you have a Kindle that predates the inclusion of wifi on the device. Those early Kindles will have to be manually loaded–books will have to be downloaded to your computer first and dragged into the documents folder of a Kindle that has been attached via USB to the computer. Hmmm, not ideal. But it reflects Amazon’s growing reliance on wifi over 3G or Whispersync–the new Fire tablet doesn’t even have a 3G option–strictly wifi. So, for older Kindle owners (or should I say, owners of older Kindles), you have now officially caught up with with Sony and all the other devices that have supported this kind of borrowing for years.

But for all the schools that have been investing in Kindles for years, this is a wonderful development. Now the resources of the local public library can be used to augment the school’s collection when it comes to the very activity that seems to boost reading achievement more than anything else. And that secret activity is–drum roll please!–wait for it–reading. Kids who have greater access and greater choice in their reading get better at reading, sometimes really quickly. So, youth of America, obtaining a library card just took on new meaning. Go get one and borrow a book that you want to read on your Kindle today!

1.  Sharing (books among devices on one account)

2.  Lending and Borrowing (books among all users)

3.  Library Lending (books to patrons of the library)

Sharing E-books among Devices on One Account

When Amazon came out with the Kindle, the company realized that book-buyers would want to be able to load their purchases onto more than one reading device. So the company made it possible for customers to load their purchases onto as many as six devices, in most case, if the devices were registered to the same account. As schools began to implement ereader programs, educators saw the benefit of this policy: if a school purchases six or more Kindle, every book they buy can be distributed to six devices, effectively cutting the cost of an already lower-priced e-book by a factor of six. It is like buying six copies for the price of one. And with a little extra management, this “sharing” of books among devices registered to the same account has worked well. Here is how it works for the three major booksellers:

• Amazon Kindle: You can download up to six copies of each book to different platforms.
• Nook/Nook Color: You can download each book within devices on an account, limit six.
• iBooks: You can share among i-devices registered to the same iTunes account. (More info here…)

But…once you have shared the maximum number of times, the sharing stops (at least for Kindle and Nook). This means that once you have assigned the book to the allowed number of devices, those devices “own” those books and they cannot be pulled back into the archive and assigned to other devices. If they could, each book could be downloaded to different devices infinitely, which is clearly not what the publishers want.

Lending E-Books to Someone Not on the Same Account

When the Nook came out, the LendMe feature, which allows anyone to “lend” a book they own to another Nook owner, was unique, but now Amazon has finally matched the feature for Kindle.  Lending an e-book means allowing another reader with the same type of ereader to read a book in your library for two weeks.

But there are rather strict limits to this feature:

1. You can only lend a book once, period.
2. You can only lend for a two week period, period.
3. The book is unavailable to you for the two week lending period, period.
4. Not every e-book is lendable—publishers decide. Period.

Still, this means that an e-book you purchase behaves just a little bit more like a print copy of a book. Heck, half of the books we lend our friends never come back at all!  But consult the purchase details about each book you buy to see if it qualifies for lending. Surveys show that only about half of the e-books you can purchase qualify for lending/borrowing.

So how can I find a book to borrow?

A small cottage industry has sprung up in matching lenders with borrowers. Services to link the two over the Internet began when Barnes and Noble introduced the feature over a year ago, and has gained momentum now that Amazon has joined the party. Here are just a few:

• Kindle Lending Club
• LendInk
• eBookFling

You can read a brief description of each of these services (and more) by clicking here.

Library Lending of E-Books

Finally, there is regular old-fashioned library lending of e-books. Most e-book library lending is based on devices that support Adobe Digital Editions software, which manages the digital licenses that allow books to be distributed to different users for a specified lending period.

Any computer can install the free Adobe Digital Editions software and borrow books from a lending organization, like your local public library. Often, a service like Overdrive is used to manage the whole process, which supports placing a hold on books that are currently checked out. (E-book lending, like physical book lending, restricts the use of the book to one reader at a time.)

For schools, finding a reader that supports library lending and borrowing could vastly expand the number of books available to your students. Right now, among the popular readers, the following do support this feature:

• Nook and Nook Color
• Sony, all models
• iPad (if you install the Bluefire Reader)
• Others, including Android, may be included soon…

So, those are your choices. As I survey the landscape, it seems to me that these strategies offer differing value to educators, so I have ranked them here for your consideration:

• Lending and Borrowing (books among all users) – value to educators? 4 out of 10
• Sharing (books among devices on one account)– value to educators? 8 out of 10
• Library Lending (books to patrons of the library) – value to educators? 9 out of 10

This information is the subject of a 30-minute webinar, which you can view by clicking here.

Where do you get the serial number? Well, it is printed in extremely small print on the back of each device (have your magnifying glass handy if you look there), so Kathy takes the serial number off the box each Kindle came in. This is why it’s important to keep the Kindles numbered from the beginning, and also to jot the number on the box itself when you put the sticky on the Kindle. (Kathy keeps the box associated with each Kindle around in case the Kindle has to go back–apparently Amazon likes it that way.)  Ugh.

OK, anyway, now it is time to put that serial number from the box into the Manage My Kindle page at the mother ship, which will enable Kathy to track her content downloads to specific devices, even if it is a broken Kindle that a student has brought back to her. Registered properly, “Kathy’s 53rd Kindle” will mean the same thing to Amazon as it does to Kathy, and as it does to the student who has it in her bookbag. It is time for Kindle to Phone Home.

If this is beginning to sound like an assembly line operation, well, that’s because it is. Sitting at her desk, Kathy calls out for one of the helpers to bring her a stack of charged and stickered Kindles. Not just any stack, but the one with the next Kindle number in her system. Why? Because when Kathy registers the next Kindle, Amazon will assign it the next number in its sequence, meaning that if Amazon knows that Kathy has 52 Kindles, the next one she registers will become “Kathy’s 53rd Kindle” by default. No time for confusion this. The conversation goes as follows:

Kathy: I’m ready for more Kindles!

Helper: What number are you on?

Kathy: 54.

Helper: You have Kindle 54 or you need Kindle 54?

Kathy: I need Kindle 54.

Helper: Ok, who has Kindle 54?

Helper 2: I think its on the table by the door.

Helper: No, this says Kindle 78.

Helper 2: Maybe it’s in the server room.

Helper: I’ll look.

You get the picture. Registering the Kindle that has the number 55 on its back in the 54th position, a misstep with grave consequences if not noticed immediately, is to be avoided at all costs. So an orderly exchange of Kindles is essential at the moment of registration.

On the Manage My Kindle page, Kathy scrolls down to the “Register a new Kindle” link at the bottom of her list of Kindles and clicks it, opening a text box into which she can type the serial number from the box. Sixteen digits in, a push of the button, and that Kindle is officially connected to home base. Kindle Phoned Home. On to the next. Eighty times. Ugh.

But, you know, it was kind of fun. Kathy is so enthusiastic about the benefit to her kids that the time flies with smiles all around. In May, Kathy put out a tweet about how much the Kindles meant to the kids at her school this year:

8th grader 2 mention being first “Kindle 8th Graders” in her commencement speech tonight. Jeff Bezos you impacted ed.

Whether you meant to or not, Jeff Bezos, you impacted ed.

Well, Amazon’s consumer bias also makes setting up multiple devices a chore for folks like Kathy. The system is designed to work with a single device, or a few that a family might have on a single Amazon account. So, setting up 80 Kindles at a time involves repeating a process that a consumer might do once eighty times in a row. And that’s before you even start downloading books to the devices, another serial process that must be repeated 80 times for each book you want to put on all the Kindles.

But all of this didn’t seem to disturb good-natured Kathy, pictured above with the author, near the table where a dozen of the new Kindles were receiving their first charge. Kathy immediately starts the charging process once she gets the Kindle boxes open so that she can tell right away if there is a defective Kindle among the bunch. So far, on this shipment, she has only found one, which Amazon will quickly replace.

As she sets the Kindles up for charging, Kathy also numbers the Kindles with a sticky note. This step accomplishes a few things. First, it creates the first identifier that Kathy will use to record the Kindle in her district inventory. Second, it tells Kathy where each Kindle stands in the queue to be registered in her Kindle account at Amazon. Linking the physical number of the Kindle to the name that the Kindle will ultimately hold in the Amazon system (e.g. “Kathy’s 52nd Kindle,” visible at the top of each device’s Home screen) is key to managing content on the individual Kindles once they are in the hands of students.

But I have gotten a step ahead of myself. You can’t get to this stage until you have opened up each Kindle’s packaging by pulling the little tab across the end of the tight little box the Kindles come in. (Anyone remember the big, white book-like enclosures for the first generation of Kindles?) Kathy’s assistant in the process, husband Steve (himself principal of a nearby school that is using Kindles), showed me what a chore that is, since the tabs don’t really sit up where you can pull on them. For this batch of Kindles, at least, a fingernail couldn’t quite do the job (and I tried it myself!). Steve discovered that some kind of implement is required–a letter opener or pocket knife–to lift the tab so the sealing strip can be pulled off and the Kindle liberated for use. This seems like a small thing but, repeated eighty or a hundred times, it adds a significant step to the batch processing of Kindles for student use.

Once the Kindles are opened, labeled, and charged, they are ready to be registered with Amazon. The details of that procedure will follow in Part 2 of this post.

There are some very important abbreviations in the print publishing industry that I have learned in the past few years. These are OS, OSI, and OP. The terms are related, with OS often leading to OSI, and OSI often a harbinger of OP. In booksellers parlance, these abbreviations stand for “out of stock,” “out of stock indefinitely,” and “out of print.” They chronicle the slow death to which print books are subject as time dampens interest in them.

Sometimes, just sometimes, there is another state for a book to be in. We have all encountered this state while standing at the help desk at Barnes and Noble or Borders when we are told by the associate, “That book isn’t in the store, but we can order it for you, have it here next week.” The book is simply “unavailable,” at least in any terms that are meaningful to me when I want to read it. OS, OSI, OP, and “unavailable” are extremely reader-unfriendly statuses. They each tell a reader that he/she won’t be reading the desired material, at least any time soon. (Maybe the publisher will reprint–check back in six months. Or, the publisher is considering a reprint–check back in a year. Or, there are no plans to reprint–try Google Books or the public library.)

OK, well, that’s what happened to me recently. The conversation turned to Diane Ravitch’s new book, The Death and Life of the Great American School System. My wife had heard Ravitch interviewed on the radio, and the commentator mentioned that the new book was so popular that it was widely unavailable, even after a couple of printintgs. No way! I thought. A relatively niche book on the history of education, unavailable? Impossible. But a quick check of Amazon told the story. Ravitch’s book, the Amazon page told me, “Usually ships within 10 to 12 days.” (Please note: The publication date for the book is March 2, 2010.)

I thought for a moment about where the demand for this niche title was coming from, and then I did the only thing that I could do in order to cut through the systemic inefficiencies that had rendered this title momentarily “unavailable.” I scolled down the page and ordered the Kindle edition of the book. I was reading the first chapter a few minutes later.

(Epilog: The notice about the book being available in 10-12 days stayed on the Amazon page for just about two weeks and, oddly, never changed. As of this writing, a truck full of books must have hit the Amazon warehouse, so the book now ships, once more, within 24 hours.)

What’s the moral of this little tale? That innovations which close massive inefficiencies in production and delivery systems transform the industries in which they occur. So, all the controversy over the price of ebooks? Tempest in a teapot. The battle of competing mobile reading platforms? Preliminary rounds. The fate of publishers who fight to lock in profit by propping up inefficient systems? The scrapheap of history.

This takes me back to the first few orders I ever placed with Amazon. Once I decided that I would take the risk with my credit card on the web and the delivery service, it occurred to me that I could order books that I wanted but had never found in book stores. It is hard to imagine, but in those days, ten or fifteen years ago, I had a list of books in my head that I always checked for in book stores I visited. It was a lucky day when I found one. In fact, I tended to hoard the books I found because I really didn’t know when I would have a chance to get them again. Never thought of ordering a book. Wasn’t really sure how to do it, back in the old days. So my first few orders from Amazon contained books that I had been carrying around on my mental checklist; what a mindbender it was to finally be relieved of that list and of the whole issue of how I could get the books that I wanted.

Furthermore, I tended to know only about those books that I had physically seen somewhere or read about in a magazine or newspaper; there really wasn’t a very efficient way to spread the word about books before the advent of the internet.  After that first order from Amazon, the company started making book suggestions based on the books I had already ordered. What I preferred had cognates in other peoples’ experience, and the Amazon database just had to match like with like. I now had a hyper-efficient way of finding out about other books that might interest me, on top of the hyper-efficient book distribution system created by Amazon in the first place.

My experience with the Ravitch book is just another milestone a bit further down the same road. Publishers just don’t run out of digital copies of a book. A digital copy is never in the wrong bookstore or the wrong city. A digital copy is never OS, OSI, or OP. And with the Google book project, books that have been OP for years will never be OP again. Pretty soon, “out-of-print” won’t mean much, except in the history books. Does it really seem like something worth preserving?

If you, like me, entered the ereader world through the Kindle, the idea of impulse buying has been deeply ingrained by the slick Amazon consumer model, based on instantaneous access to the most popular titles. With the discount price of no more than $9.99 per book, this system encourages the kind of anytime, anywhere buying that Amazon pioneered when it opened its online bookstore in July 1994. I personally succumbed to the Amazon system in the late 90s, and I have been a fan and customer ever since. When I saw the Kindle, I had to try it and to this day use my Kindle 1 more than any other device, including the print book, to read with.

But last night my daughter looked at my sony Pocket Edition sitting on the table and asked “Dad, is that your new favorite ereader?’ Stricken by a pang of guilt for having been caught loving an ereader more than my Kindle, I mumbled something to the effect of “Oh, for right now I am using it more.” But the truth is , maybe I do have something going on on the side with my Sony.

Aside from the sleek simplicity of the Pocket Edition, and its VERY CONVENIENT size, my current infatuation with the device has to do with its ability to do something my Kindle can’t do: borrow a book.  My public library in Southern Maryland is part of a state-wide consortium that offers ebooks and e-audiobooks for download if you have a library card from a participating library. The process is simple. I navigate to the portal through my local library’s website, log in using my library card, and search or browse the catalog. What I am looking for are books I want to read that are formatted in the EPUB format that my Sony Pocket Edition likes. When I find what I am looking for, I check the book out for 14 days using the eBook Library software that came with my Pocket Edition. The interface is like the iTunes interface, except more primitive and a little buggy at times, but very workable. Voila! I am reading a book for a couple of weeks and my credit card bill is $9.99 lighter. Does anybody think that this isn’t how it will work in the future?

What are the downsides of this arrangement? Well, my local library has all of 71 titles available in the EPUB format. The eBook Libaray software does inexplicably “do nothing” at times when I ask it to do something on my Windows XP machine, though that has only happened once and it was resolved by closing the program and reopening it. The Pocket Edition has to be cabled to my computer to make any of this happen–zero direct internet connectivity. No keyboard for notetaking on the Pocket Edition, and the bookmarks I place are only useful as long as I have the book.

But for getting a popular title for free for two weeks, having it display in different font sizes clearly and reflow properly on what I would call a state of the art e-ink screen, on a piece of consumer electronics that feels solid and fun to use and that can truly fit easily in my pocket, the Sony Pocket Edition does things that I can’t do with my Kindle.

I heard about the Kindle loan program at NCSU through one of my diligent Twitter buddies and got in contact with David DeFoor from the Learning Commons at the University. When I asked David a few questions, he told me to write them down because the involvement in the program crosses several units. David was very kind in collecting the answers for EduKindle. Here is the first part of our exchange.

EduKindle: Have you had any issues with durability on the loaner Kindles?

NCSU: No durability or quality issues at all. The software running the Kindle must be fairly robust as well, as we’ve had very few problems with lockups or crashes. Only 2 or 3 times over 8 months have I had to resort to the ‘paperclip in the hole’ reset remedy, and that among 18 units. We were somewhat surprised by the Kindle’s physical durability. The plastic case and light weight contrast with the metal case and heft of our two Sony Readers. We figured the Sony was more rugged and braced ourselves for cracked Kindle cases. It hasn’t happened. The program is, of course, still nascent, so quality issues may arise in time. We’ll know more in May after we’ve been circulating them for a year.

This is quite impressive to me, but maybe not unexpected, given all of the equipment that David’s group has experience loaning to patrons, which includes everything from laptops to voice recorders to GPS units. And it sounds like these items circulate pretty widely.

EduKindle: Who uses the Kindles (i.e. what are your user demographics)?

NCSU: We’ve been loaning Kindles to a wide cross-section of faculty, staff, grad students, and undergrads, but we can’t currently extract and share the percentages of each group served. Anecdotally I can attest to broad diversity among our patrons.

Here is a good early indicator about the basic durability of the Kindle for use in schools. If they have only used the paper clip solution two or three times in the past eight months, they are doing better than I am, on a per Kindle basis, by a long shot!

Coming next: How do members of the NCSU community select content to be installed on the Kindle?