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Ebooks vs. print books: Readers' choices and preferences across contexts

Article  in  Proceedings of the American Society for Information Science and Technology · January 2013
DOI: 10.1002/meet.14505001106

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E-books Versus Print Books: Readers’ Choices and
Preferences Across Contexts

Yin Zhang
School of Library and Information Science, Kent State University, P.O. Box 5190, Kent, OH, 44242.
E-mail: yzhang4@kent.edu

Sonali Kudva
College of Communication and Information, Kent State University, P.O. Box 5190, Kent, OH, 44242.
E-mail: skudva@kent.edu

With electronic book (e-book) sales and readership Americans aged 16 and older had read some form of digital
rising, are e-books positioned to replace print books? content (be it a book or an online article on an e-Reader, tablet,
This study examines the preference for e-books and print
computer, or cellular phone) within the previous year. In addi-
books in the contexts of reading purpose, reading situa-
tion, and contextual variables such as age, gender, edu- tion, 17% of all readers reported reading at least one e-book in
cation level, race/ethnicity, income, community type, and 2011, a figure that increased to 23% in 2012 (Rainie, Zickuhr,
Internet use. In addition, this study aims to identify Purcell, Madden, & Brenner, 2012). At the same time, Rainie
factors that contribute to e-book adoption. Participants et al. (2012) reported that there had been a corresponding
were a nationally representative sample of 2,986 people
decrease in the percentage of Americans reading print books
in the United States from the Reading Habits Survey,
conducted by the Pew Research Center’s Internet & (from 78% in 2011 to 75% in 2012).
American Life Project (http://pewinternet.org/Shared The increase in e-book sales and popularity, coupled with
-Content/Data-Sets/2011/December-2011--Reading the decline of print books, raises various points of concern
-Habits.aspx). While the results of this study support the for libraries, publishers, and library and information profes-
notion that e-books have firmly established a place in
sionals: Will e-books replace print books? Have people
people’s lives, due to their convenience of access,
e-books are not yet positioned to replace print books. abandoned print for e-books? Who is likely to adopt e-books
Both print books and e-books have unique attributes and and why? The aim of this study is to address these questions
serve irreplaceable functions to meet people’s reading by examining the readership and preference for e-books and
needs, which may vary by individual demographic, con- print books across contexts, including reading purposes,
textual, and situational factors. At this point, the leading
reading situations, and individual contextual factors such as
significant predictors of e-book adoption are the number
of books read, the individual’s income, the occurrence age, gender, education level, race/ethnicity, income, com-
and frequency of reading for research topics of interest, munity type, and Internet use. In addition, this study aims to
and the individual’s Internet use, followed by other vari- identify factors that contribute to e-book adoption. By yield-
ables such as race/ethnicity, reading for work/school, ing a better understanding of reader choice and preference
age, and education.
for e-books and print books across contexts, this study will
help libraries and information institutions make important
Introduction decisions on collection acquisition and management. The
results will also help libraries, publishers, information
In 2011, Amazon reported that purchases of electronic system developers, and information providers in general as
books (e-books) had surpassed those of print books. For infor- they adapt to another generation of readers.
mation professionals, this signaled an important change in the
way people consume information (Gibson & Gibb, 2011;
Hamblen, 2011). A recent survey conducted by the Pew Center Theoretical Framework
for Internet Research in December 2011 showed that 43% of Media Displacement
One of the main questions about the future of print books
Received May 3, 2013; revised June 24, 2013; accepted July 11, 2013
and e-books is whether e-books will replace print books. The
© 2014 ASIS&T • Published online 26 February 2014 in Wiley Online idea of media displacement or replacement has been studied
Library (wileyonlinelibrary.com). DOI: 10.1002/asi.23076 by media researchers for decades. After Lazarsfeld (1940)

JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY, 65(8):1695–1706, 2014
first studied the effects of radio on communication, other contribute to the adoption of certain innovations over others.
researchers have continued to examine the displacement These attributes are functional value (the product’s utilitar-
effects of new technologies in the following decades (Kaplan, ian attributes), social value (how a product provides group
1978; Stempel, Hargrove, & Bernt, 2000). Some researchers membership), emotional value (a product’s ability to arouse
have concluded that new media simply complement old emotions), epistemic value (a product’s ability to satisfy a
media, citing the effects of television on radio and the VCR on desire for knowledge), and conditional value (the product
movie theaters as examples (Coffey & Stipp, 1997). In both value based on specific circumstances).
cases, the incoming media did not replace the established Other researchers, such as McCombs (1972), believe
media but rather changed the situational context in which that media adoption boils down to simple economics.
audiences interacted with the different media types, dividing McCombs’s theory, the principle of relative constancy,
usage between both instead of replacing one with the other. asserts that media adoption may be measured on the basis of
The idea of media displacement is based on one basic how much money a person spends on a new medium. Pos-
assumption: the notion of equivalence. Equivalence can take tulating that people have limited budgets for media expen-
many forms such as similarity in appearance, method of use, diture, McCombs noted that when people spend more
and function. Because functional equivalence is based on the money on the new medium, they may be said to have
assumption that a new medium provides the same gratifica- adopted that new medium, displacing the old one. Using
tions or benefits as does the old one, it is imperative that television as the example in his study, he examined whether
studies using this framework very carefully specify the func- people spent more money on media than before they
tions of both media (Robinson & Martin, 2009). Robinson, included the television in their lives, and concluded that
Kestnbaum, Neustadtl, and Alvarez (2002) also discussed the users spent the same amount of money on media as before.
notion of functional equivalence, explaining that a new activ- However, merely considering economics or the attributes
ity is likely to replace an older one if the two activities are of the medium is insufficient to fully understand why anyone
similar in function. This is why they believe that the Internet would pick an e-book over a print book. It therefore may be
would and could replace other forms of mass media because necessary to connect the ecological model of human infor-
it could fulfill all the functions of the older media. mation behavior to Rogers’s (2003) theory of innovation
While most people love the way books feel in their hands diffusion in examining the way e-books are being adopted.
(Gomez, 2008), some researchers have asserted that the The ecological model for human information behavior
future lies in all things digital and that traditional print media states that a person’s “context” influences every stage of the
will inevitably become obsolete in the future (Gomez, 2008; information-interaction behavioral process. C.A. Lee (2011)
Negroponte, 1995; Nunberg, 1996). While Gomez (2008) defined this context as a set of factors and attributes that are
added that most people continue to hold onto print books due related to—and may influence—the information user, but
to a sense of nostalgia, Wilson (1997) argued that print books that are not part of the medium or the individual. For
would survive the e-book takeover mainly because people instance, Rogers suggested that media adopters differ based
would not want to pay the high costs associated with digital on a range of variables such as socioeconomic status, per-
content or face difficulties in accessing digital reading mate- sonality variables such as flexibility and willingness to
rial. More importantly, Wilson also specified that this would adapt, and overall communication behavior. These factors
depend on the person’s functional need. and others may be considered “contextual variables.”
In addition, media are chosen based on the function that they
fulfill in a person’s life and how efficiently they fulfill that
Reasons/Preferences for Media Adoption
function. Function can also be considered a contextual variable,
To understand why people prefer one medium over as people may use the same medium differently. Thus, an
another, it is necessary to investigate their motivations. examination is needed to understand the functions of each
Everett Rogers, author of the well-known theory of diffusion medium, which could be particularly challenging because iden-
of innovations (DOI), suggested that users would choose tifying the particular uses of a medium is difficult (McQuail,
one medium over another based on the attributes of the new 2010). For instance, the Internet was originally a tool for medi-
medium—namely, five factors: relative advantage (the ated, quick interpersonal communication, but this primary
degree to which an innovation is perceived as better than the function evolved as people began to use it for mass communi-
idea it supersedes), compatibility (the degree to which an cation, entertainment, and information gathering. Particular
innovation is perceived as being consistent with the existing attention therefore may be needed to identify functions even as
values, past experiences, and needs of potential adopters), a medium is adapted by users to serve their own purposes.
complexity (the degree to which an innovation is perceived
as being difficult to understand and use), trialibility (the
degree to which an innovation may be experimented with on Previous Research
a limited basis), and observability (the degree to which the
Studies in Media Adoption
results of an innovation are visible to others) (Rogers, 2003).
Sheth, Newman, and Gross (1991) suggested a model Hischier and Reichart (2003) conducted a study to
that, similar to Rogers’s DOI, defines product attributes that examine the differences between reading and watching the

1696 JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014
DOI: 10.1002/asi
news on television or online or in a newspaper versus online Overall, when comparing two types of media to deter-
format. When examining media in light of the functional mine whether one will either replace or complement the
equivalence hypothesis, it is necessary to ascertain the func- other, they should be assumed to be equivalent, and this idea
tions for which the medium is used and to compare media of equivalence is especially significant in the present study.
with equivalent functions on equivalent aspects. Such E-books and print books are identical in content, but there is
examination can be carried out to compare e-books and print a need to understand whether they differ in function. If they
books because the content is the same. fulfill the same functions in the same situational context, one
The idea of functional equivalence assumes that the func- may replace the other. However, if they do not, they may
tions of a medium can be easily recognized and validated; simply serve as complements to each other.
however, new communication technology does not auto-
matically arrive with all of its functions labeled. Thus, it is
Individual Contextual Factors and Their Impact on
essential for researchers not only to identify these functions
Media Adoption
but also to follow functions that may develop over time,
influenced by other contextual factors as users interact with This idea of the new medium complementing the estab-
the device (Kayany & Yelsma, 2000). In a study that exam- lished one has been explored by some researchers. Nguyen
ined 85 households’ family interactions and the use of other and Western (2006) took a user-centric approach to exam-
media as well as the impact that Internet use had on these ining the correlation between old and new media usage.
variables, Kayany and Yelsma (2000) observed that medium Since each medium has its own unique features, they argued
functions are defined and influenced by contextual factors that different media cannot be compared functionally and
such as gender and age. The results also showed that Internet that each medium also differs based on the context of an
use influences family interaction and the use of other media, individual. User information needs also change with the
and that these differences could be qualified by contextual introduction of the new medium, and hence, users do not
factors. completely abandon the old medium. Using “time spent” on
Based on a qualitative study, Chen and Granitz (2012) the new medium as the determining factor, the researchers
reported that people are quicker to adopt changes in tech- found that the new medium serves to complement individu-
nology when they are compatible with their existing values als’ new modified needs; they may devote less time to the
and are easy to use. Overall, people do not accept changes old medium, but this does not indicate an abandonment of
concerning the digitization of information that conflict with the old medium (Nguyen & Western, 2006). Abandoning the
their value system, are expensive, or do not add to their old medium depended on whether the new medium fulfilled
quality of life. Chen and Granitz (2012) included a variety of all the functions that users needed. Thus, the more people
variables from the DOI model to determine whether people use the Internet for information purposes, the more they use
adopt specific technological innovations based on experien- other media for the same, depending on their individual
tial factors such as ease of use or based on utilitarian factors contextual factors.
such as cost and status. Their results have indicated that In a study on user information needs, Flanagin and
there are no significant differences between experiential and Metzger (2001) observed that information needs have not
utilitarian elements in contributions to technological adop- changed; rather, what has changed is the way that people
tion, but that a combination of the two is needed to under- satisfy these needs. The researchers noted that as the Internet
stand the adoption in general. has evolved, people have discovered that it could be used for
In a recent study, Vakkari (2012) noted that while there a variety of ways to satisfy different needs: The Internet has
have been studies in media to examine whether use of the been used as a telephone, a television, a radio, and a library.
Internet has displaced use of traditional media, there has Importantly, this study shows that one medium may have
been virtually no empirical evidence showing whether use of several functions, but what may determine whether it will
the Internet displaces use of the public library. Vakkari’s replace an established medium is its situational context.
study was carried out in Finland to examine how use of the The contextual nature of information needs as noted by
Internet correlates to use of the public library in different Savolainen (2012) also adds to the complexity of indi-
areas of everyday life such as studying, work, and business. vidual contextual factors on media adoption. After review-
Vakkari also studied which factors in addition to Internet use ing and analyzing about 50 articles and books on
predict the use of public libraries for these purposes. To information needs in diverse contexts, Savolainen observed
ensure that the functions being compared were the same, that information needs can be formed differently by
Vakkari first ascertained the extent to which the Internet and context. The three major contexts that affect information-
the public library were used for studying, work or business, need formation and satisfaction are (a) situation of action,
or for leisure or everyday activities. The results of the study such as the temporal and spatial factors forming a set of
showed that use of the Internet was positively correlated circumstances; (b) task performance, which refers to the
with use of public libraries. Thus, Internet users also tended process of task performance and problem solving, task or
to use the library more, implying that Internet use had not problem at hand; and (c) dialogue, such as question nego-
replaced public library use. Instead, use of the Internet tiation in a reference interview, level of specificity in
complemented public library use. articulating questions.

JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014 1697
DOI: 10.1002/asi
E-book Reader Research e-books received 11% more use than did comparable print
books. This suggested a very rapid growth in e-book adop-
There has been some scattered research conducted about tion, especially considering that e-books had only been
e-books, e-book reader devices (e-readers), and digital introduced in the year prior to the study. These researchers
content. Research on e-book adoption has shown that people also found that the titles that were utilized as e-books were
enjoy the ability to easily search for their reading material the same as those that circulated most as print books.
and the convenience of carrying their reading material with Another study by van der Velde and Ernst (2009) exam-
them to any place at any times. However, users also have ined e-book usage in terms of journals and publications by
reservations about the restrictions that they face while trying Springer Publishing to ascertain whether e-books and jour-
to borrow the books, compatibility issues, and annotation nals were replacing their print counterparts. The study took
abilities (Foasberg, 2011; McKay et al., 2012). into account the perspectives of both end users and librar-
Foasburg (2011) conducted a survey with a sample from ians, using interviews and statistics provided by Springer.
Queens College. While the sample was too small to be The researchers found that while e-book usage already
generalizable, the goal of the survey was to determine accounted for 50% of Springer’s journal usage, the amount
whether students owned and used e-readers and to examine of content consumed digitally was only 15% of the total
how and why they used them. Students were asked about their content. The researchers found through their analysis that
ownership of the device, intention to acquire such a device, both print and e-books could coexist in the market, as people
use of e-books in general, and to identify what they thought consumed material for different functions in various ways—
were the advantages and disadvantages of the devices. doing short-form reading online while still preferring to read
Results of the survey showed that while very few students entire books in print versions.
actually owned the devices at the time, close to 40% of the
sample said they intended to buy one at some point in the
future. Surprisingly, those who did not actually own or use an Research Gaps
e-Reader were more inclined to use the library for e-books After a review of the theoretical framework and previous
than were those who actually owned a device. Users and related research, it is clear that at this time print books and
nonusers were in agreement on the advantages (portability, e-books are essentially the same in terms of content, but may
storage, convenience, special functions, and text-to-speech) differ in function. While most existing reader studies have
and the disadvantages (cost of e-Reader, and selection and speculated about the demise of print, what many of the
cost of e-books) associated with e-books. Both owners and studies have failed to examine more closely are the readers
nonowners were interested in checking out devices that were who opt to use both formats. These are the users who could
preloaded with books, indicating that convenience was a big offer comparative insight into reader preference. An exami-
factor in opting for electronic reading material. nation of studies concerning comparisons between e-books
Other researchers such as S. Lee (2013) have not only and print books has revealed a paucity of research directly
investigated how people react to and adopt e-books and pertaining to reader preferences and factors contributing to
digital information through the lens of the technology accep- the choices. A cross-comparison of different reader groups
tance model and DOI but have also incorporated factors will be more likely to give a complete picture regarding
such as resistance to innovation (e.g., clinging to old tech- reasons for adoption versus reasons for nonadoption, and
nologies for the sake of comfort). From a survey of a small predictors of continued use. Finally, most previous studies
sample of e-book users, S. Lee (2013) found that individual have been based on small research samples, resulting in a
innovativeness had a significant influence on perceived use- deficit of research based on large-scale and representative
fulness and perceived ease of use. He also found that per- samples necessary for generalization to the larger population.
ceived usefulness and ease of use affect intention to use as This study intends to address these gaps by investigating
well as resistance to innovation. Resistance to innovation reader preference for e-books and print books across con-
negatively affected the intention to adopt e-books; that is, texts to understand preference and adoption-related factors,
people who were personally leery of innovation adoption for based on a large, national, representative sample for more
any reason were less likely to adopt e-books. generalizable results. It will also examine the differences in
Christianson and Aucoin (2005) reported results of a functions fulfilled by e-books and print books based on
study conducted at Louisiana State University that reviewed readers’ individual contextual factors such as age, gender,
the use of e-book and print book versions of 2,852 books for education level, race/ethnicity, income, community type,
a period of 1 year, with information collected every month. and Internet use.
They found that people in different disciplines used e-books
and print books differently. This difference in format
preference was found based on subject and classification, Methods
indicating that e-books and print books fulfilled different
Sample and Data
functions. This is similar to an earlier study by Littman and
Connaway (2004) that looked at usage statistics of 7,880 This study uses data from the national Reading Habits
titles at Duke University. Littman and Connaway found that Survey conducted by the Pew Research Center’s Internet &

1698 JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014
DOI: 10.1002/asi
American Life Project via telephone interviews in December TABLE 1. Print and e-book readership.
2011 (http://pewinternet.org/Shared-Content/Data-Sets/2011/ % in sample % in readers of print/
December-2011--Reading-Habits.aspx). This data set is the Reader group (n = 2,986) e-books (n = 2,202)
latest large-scale survey data available and includes a nation-
ally representative sample of 2,986 people ages 16 and older Print books only 57.3 77.7
E-books only 1.9 2.6
living in the United States. The sample contains diverse social Both print books and 14.5 19.6
and economic backgrounds from distributed geographical e-books
locations and community types in the United States. Total 73.7 100.0
In addition, the survey collected data on people’s reading
habits in terms of reading frequency and quantity for various
purposes such as (a) for work or school, (b) for pleasure, (c)
to keep up with current events, and (d) to research specific
topics of interest. For those who have read both e-books and Data Processing and Analysis
print books, the survey asked them to indicate their prefer-
ences for e-books or print books in the following situations: The source survey data file in SPSS format was down-
loaded from the Pew Internet website. A weight variable, as
• Sharing books with other people provided in the data set, was applied for all data analysis to
• Reading with a child ensure a balanced and representative sample of the national
• Reading books while traveling or commuting population parameters for gender, age, education, race and
• Reading books in bed ethnicity, U.S. Census region, population density, and tele-
• Having a wide selection of books to choose from phone usage. Variables were recorded as needed for the
• Being able to get a book quickly statistical analyses for the research questions. SPSS was
used for descriptive analyses to address RQ1 and RQ5 as
well as for inferential statistical analyses in RQ2, RQ3,
Research Questions
RQ4, and RQ6.
The original Pew report (Rainie et al., 2012), based on the
national Reading Habits Survey, provided a descriptive
summary of the survey data aimed at finding the current status Results
of the American people’s general reading habits, readership RQ1: What Is the Distribution of E-book/Print Book
of books in various formats, ownership of e-book reading Reader Groups?
devices, state of e-book reading, availability of e-contents,
and ways for acquiring e-books. The report did not examine Table 1 summarizes the distribution of print book and
e-book and print book readership in terms of the contextual e-book readership for those surveyed regarding books that
variables that could influence readership preferences, nor did they have read in the past 12 months. It shows that 73.7% of
it identify which variables are important factors for e-book those in the sample specifically reported that they had read
adoption—both of which are major research gaps in related print books and/or e-books while the remaining 26.3% did
studies, as discussed in the literature review. The individual not read any books in either of the two formats. At present,
contextual variables included in this study cover age, gender, most people still read only print books; this group of readers
education level, race/ethnicity, income, community type, and counted 57.3% of the total sample and 77.7% of readers of
Internet use. Using the survey data, this study addresses the e-books and/or print books. Individuals who only read
following six research questions: e-books were still a minority, comprising only 1.9% of those
in the sample and 2.6% of readers of e-books and/or print
RQ1: What is the distribution of e-book/print book reader books. Interestingly, there was a large portion of individuals
groups? who read both print books and e-books: 14.5% of the sample
and 19.6% of readers of print books/e-books. This group of
RQ2: Are there any differences in individual contextual vari- readers has adopted e-books however, while also holding on
ables among e-book/print book reader groups? to print books.

RQ3: Do e-book/print book reader groups differ in reading


frequency for different purposes/in various contexts? RQ2: Are There Any Differences in Individual Contextual
Variables Among E-book/Print Book Reader Groups?
RQ4: Do e-book/print book reader groups differ in reading
quantity? This study looks into how individual contextual factors
contribute to book-format preference and e-book adoption.
RQ5: What are the situational factors influencing preference for As the initial step, variables such as age, gender, education
e-books or print books? level, race/ethnicity, income, community type, and Internet
use were examined individually for their effect on the differ-
RQ6: Who is likely to read e-books? ences among the e-book/print book reader groups. They were

JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014 1699
DOI: 10.1002/asi
further examined in a binary logistic regression analysis for difference in proportions of various reader groups in urban
their effect with all variables considered together (see RQ6). communities, there were significant differences in the pro-
Table 2 summarizes the distribution of print/e-book read- portions of reader groups in suburban and rural communi-
ership by various contextual variables and whether each ties. In suburban communities, the proportion of those who
variable has a significant impact on print/e-book readership read both print and e-books was significantly larger than for
among the three reader groups. It also shows where the those reading only print books and only e-books. In rural
differences lie among the three reader groups by each vari- communities, the proportion of people who read only print
able: books was significantly larger than for those reading both.
Internet use: A chi-square test showed that Internet use Gender: A chi-square test showed that gender has a sig-
has a significant impact on print/e-book readership. The null nificant impact on print/e-book readership. The null hypoth-
hypothesis that there is no difference in readership by Inter- esis that there is no difference in readership by gender was
net use was rejected, χ2(2) = 254.47, p ≤ .000. This indicates rejected, χ2(4) = 21.77, p ≤ .000. A Z test showed that while
that there is a statistically significant difference in print/e- males had a significantly larger percentage of e-book-only
book readership associated with Internet use. A Z test readers than did those in the other two reader groups,
showed that for both Internet users and non-Internet users, females had a significantly smaller percentage of e-book-
the proportion of each reader group varies significantly. only readers than do those in the other reader groups. While
Among non-Internet users, there was a significantly larger the smallest reader group for males was print books only, the
proportion of people who only read print books compared to e-books-only group was the smallest for females.
those who only read e-books and those who read both. Age: A chi-square test showed that age has a significant
Among Internet users, a significantly larger proportion of impact on print/e-book readership. The null hypothesis that
people read both e-books and print books, as compared to there is no difference in readership by age was rejected,
those who read only e-books or only print books. χ2(6) = 145.89, p ≤ .000. A Z test showed that readership
Community type: A chi-square test showed that commu- distribution varies significantly among different age groups.
nity type has a significant impact on print/e-book readership. While the e-books-only group had the largest proportion for
The null hypothesis that there is no difference in readership both 18- to 29- and 30- to 49-year-olds, it had the smallest
by community type was rejected, χ2(4) = 26.99, p ≤ .000. A proportion for people older than 50, who had the largest
Z test showed that while there is no statistically significant proportion in reading print books only.

TABLE 2. Reader groups by individual contextual variables.

Print/e-book readership distribution with z-test group category * Significance of


reader group
Variables Print books only E-books only Both print/e-books Chi-square test difference

Internet use No 13.9%a 7.7%b 1.4%c χ2 = 254.47, df=2 .000


(n = 2,201) Yes 86.1%a 92.3%b 98.6%c
Community type Urban 33.9%a 39.3%a 32.9%a χ2 = 26.99, df=4 .000
(n = 2,105) Suburban 50.8%a 44.9%a 55.5%b
Rural 15.4%a 15.8%a,b 11.6%b
Gender Male 44.8%a 57.9%b 47.5%a χ2 = 21.77, df=2 .000
(n = 2,202) Female 55.2%a 42.1%b 52.5%a
Age 18-29 17.3%a 28.3%b 20.9%c χ2 = 145.89, df=6 .000
(n = 2,091) 30-49 34.7%a 45.7%b 41.6%b
50-64 30.4%a 18.6%b 28.1%a
65+ 17.6%a 7.4%b 9.4%b
Education Less than High School 12.4%a 13.7%a 5.0%b χ2 = 302.02, df=8 .000
(n = 2,195) High School 31.7%a 24.4%b 21.5%b
Some College 25.8%a 18.5%b 27.0%a
College 17.3%a 20.0%a,b 24.0%b
Post-graduate 12.7%a 23.3%b 22.5%b
Race/ethnicity White, non-Hispanic 71.0%a 53.7%b 70.3%a χ2 = 143.40, df=6 .000
(n = 2,335) Black, non-Hispanic 12.3%a 11.9%a,b 10.1%b
Hispanic 11.5%a 25.6%b 9.2%c
Other 5.2%a 8.9%b 10.4%b
Income Less than $20K 19.4%a 30.2%b 10.6%c χ2 = 389.42, df=8 .000
(n = 1,972) $20K-$40K 28.2%a 4.8%b 16.5%c
$40K-$75K 25.5%a 22.6%a 26.2%a
$75K-$100K 10.5%a 19.0%b 16.5%b
Above $100K 16.4%a 23.4%b 30.2%b

Note. *Each subscript letter denotes a subset of print/e-book readership categories whose column proportions do not differ significantly from each other
at the .05 level.

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Education level: A chi-square test showed that education the majority of participants engaged in reading for various
has a significant impact on print/e-book readership. The null purposes, with reading for pleasure as the most reported
hypothesis that there is no difference in readership by edu- purpose (>80%). About half of the respondents read daily or
cation level was rejected, χ2(8) = 302.02, p ≤ .000. The almost daily to keep up with current events, and slightly over
readership distribution varies at different education levels. one-third reported that they read daily or almost daily for
Note that the e-books-only reader group was largest among work or school and for pleasure.
people with the highest education and also among those with Table 4 summarizes reading frequency for various pur-
less than a high school education, which may be due to the poses and indicates whether there is a difference in reading
fact that the sample of this study included people aged 16 to frequency among various reader groups for each reading
18 years. The reader group of both print and e-books was the purpose, along with where the differences are among the
largest among people with some college education. The reader groups, if applicable.
print books only group was the largest among those with a Regarding reading for work or school, reading frequency
high school education. varied among reader groups. A chi-square test rejected the
Race/ethnicity: A chi-square test rejected the null hypoth- null hypothesis that there is no difference in reading fre-
esis that there is no difference in readership by race/ quency among various reader groups, χ2(8) = 314.82, p ≤
ethnicity, χ2(6) = 143.40, p ≤ .000. While the print books- .000. A Z test showed that frequent reading (e.g., daily or
only reader group was the largest among all reader groups almost daily, or a few times a week) occurs significantly
among non-Hispanic Whites and non-Hispanic Blacks, the more frequently among those who read only e-books or both
e-books-only reader group was the largest proportion among e-books and print books than it does for those who read only
Hispanics. print books. On the other hand, less frequent reading (e.g., a
Income level: A chi-square test rejected the null hypoth- few times a month, less often) occurs indifferently among
esis that there is no difference in readership by income level, reader groups. In addition, not reading for work or school
χ2(8) = 389.42, p ≤ .000. A Z test showed that readership occurs significantly more frequently among those who only
distribution varies significantly among different income read print books than it does for the other two reader groups.
groups. Among those earning less than $20,000 per year, Reading for pleasure occurs most frequently on a daily or
there was a significantly larger proportion of people who almost daily basis for all reader groups. A chi-square test
only read e-books over those who only read print books and rejected the null hypothesis that there is no difference in
those who read both. However, within the income-level reading frequency among various reader groups, χ2 (8) =
range of $20,000 to $40,000, people who only read print 153.20, p ≤ .000. A Z test showed that among the most
books constituted the largest portion, as compared to the two frequent readers, those who read both e-books and print
other reader groups. Interestingly, for the income level of books do so significantly more frequently than do those who
$40,000 to $75,000, there was not a significant difference in only read print books or e-books. For less frequent readers
distribution of print/e-book readership. For the two highest (e.g., a few times a week, a few times a month, less often),
income levels, there tended to be a significantly larger pro- those who read only print books read significantly more
portion of people who read only e-books and people who frequently than do those who read both e-books and print
read both e-books and print books. books. Interestingly, not reading for pleasure occurs signifi-
cantly more frequently among those who only read e-books
than it does among the other two reader groups.
RQ3: Do E-book/Print Book Reader Groups Differ
Over half of the people in the survey responded that they
in Reading Frequency for Different Purposes/
read to keep current on a daily or almost daily basis. A chi-
in Various Contexts?
square test rejected the null hypothesis that there is no dif-
Participants in the Pew survey were asked to think about ference in reading frequency among various reader groups,
the different kinds of reading they have done for various χ2(8) = 87.82, p ≤ .000. A Z test showed that among the
purposes and reading frequency. As summarized in Table 3, readers who read to keep current on a daily or almost daily

TABLE 3. Reading purpose and frequency.

For work/school For pleasure To keep current To research specific topics


Reading frequency (n = 2,886) (n = 2,968) (n = 2,968) of interest (n = 2,962)

1. Yes, every day or almost 36.9% 36.2% 49.9% 24.0%


every day
2. Yes, a few times a week 12.8% 23.4% 20.9% 25.4%
3. Yes, a few times a month 5.2% 14.5% 5.6% 18.1%
4. Yes, less often 2.8% 6.1% 1.5% 7.6%
5. No, never do this 42.3% 19.7% 22.0% 24.9%
Total 100.0% 100.0% 100.0% 100.0%

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TABLE 4. Reader groups and reading frequency for various purposes.

Print/e-book readership distribution with z-test group category * Significance of


Reading reader group
purpose Reading frequency Print books only E-books only Both print/e-books Chi-square test difference

For work/ 1. Yes, every day or almost 38.8%a 51.3%b 56.0%b χ2 = 314.82, df=8 .000
school every day
(n = 2,886) 2. Yes, a few times a week 13.4%a 13.9%a,b 15.9%b
3. Yes, a few times a month 5.7%a 3.4%a 6.3%a
4. Yes, less often 2.4%a 4.5%a 2.3%a
5. No, never do this 39.7%a 27.0%b 19.6%c
For pleasure 1. Yes, every day or almost 40.3%a 43.7%a 53.7%b χ2 = 153.20, df=8 .000
(n = 2,968) every day
2. Yes, a few times a week 27.9%a 21.5%a,b 23.0%b
3. Yes, a few times a month 16.5%a 10.0%b 12.6%b
4. Yes, less often 5.9%a 7.0%a,b 4.2%b
5. No, never do this 9.5%a 17.8%b 6.5%c
To keep current 1. Yes, every day or almost 54.8%a 53.5%a 63.8%b χ2 = 87.82, df=8 .000
(n = 2,968) every day
2. Yes, a few times a week 21.2%a 20.3%a 20.2%a
3. Yes, a few times a month 6.3%a 2.2%b 4.0%b
4. Yes, less often 1.3%a 1.8%a 0.5%b
5. No, never do this 16.5%a 22.1%b 11.5%c
To research 1. Yes, every day or almost 24.6%a 24.7%a 39.2%b χ2 = 351.17, df=8 .000
specific topics every day
of interest 2. Yes, a few times a week 28.2%a 40.6%b 31.5%c
(n = 2,962) 3. Yes, a few times a month 19.6%a 13.7%b 18.3%a, b
4. Yes, less often 7.8%a 10.3%a 4.1%b
5. No, never do this 19.9%a 10.7%b 6.8%b

Note. * Each subscript letter denotes a subset of print/e-book readership categories whose column proportions do not differ significantly from each other
at the .05 level.

basis, those who read both e-books and print books do so reader groups, F = 162.30, p = .000. As shown in Table 5,
significantly more frequently than do those who only read overall, the average number of books read by people who
print books or only e-books. In addition, the proportion of read both print and e-books is 25.75 books, as compared to
people who read only print books tends to be larger among 15.75 and 10.94 for those who only read print books and
less frequent readers and it appears that those who only read e-books, respectively. A post hoc test showed that the differ-
e-books are less likely to do this type of reading. ences in reading quantity between any two groups are sta-
Regarding reading to research specific topics of interest, tistically significant.
a chi-square test rejected the null hypothesis that there is no
difference in reading frequency among various reader
groups, χ2(8) = 351.17, p ≤ .000. A follow-up Z test showed RQ5: What Are the Situational Factors influencing
that among the most frequent readers, those who read both Preference for E-books or Print Books?
print and e-books are significantly more likely to do this type In the Pew survey, those who have read both print and
of reading than are the other two reader groups. In addition, e-books (n = 433) were asked to indicate their preference for
reading to research topics is significantly less likely for print and e-books in various situations (see Table 6). While
those who read only print books, as compared to the other people overwhelmingly prefer print books when they read
two reader groups. with a child (85.9%) and share books with other people
(70.3%), they also overwhelmingly choose e-books when
they need to get a book quickly (85.2%) and read books
RQ4: Do E-book/Print Book Reader Groups Differ in
while traveling or commuting (76.6%). E-books also have
Reading Quantity?
an edge over print books because of the wide selection of
Besides reading frequency, reading quantity as measured books from which to choose (54.4 vs. 35.6%, respectively).
by number of books was also compared among the three People were divided in their preference when it comes to
reader groups. In the survey, participants were asked about reading in bed; 44.7% prefered print books while 46.2%
books in all formats that they read during the past 12 prefered e-books. Clearly, at this point, e-books and
months. A one-way analysis of variance showed that there is print books perform unique functions in different reading
a significant difference in reading quantity among the three situations.

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TABLE 5. Reading quantity by reader groups.

Mean difference Significance of mean


(I) Print/e-book readership Mean Std. Deviation (J) Print/e-book readership (I-J) difference

Both print and e-books 25.75 26.866 Print books only 10.001* 0.000
E-books only 14.811* 0.000
Print books only 15.75 22.29 E-books only 4.810* 0.002
Both -10.001* 0.000
E-books only 10.94 15.436 Print books only -4.810* 0.002
Both -14.811* 0.000

* The mean difference is significant at the 0.01 level.

TABLE 6. Preference by reading situation.

Situation Print book E-book No preference Total

Reading with a child (n = 407) 85.9 9.4 4.7 100.0


Sharing books with other people (n = 424) 70.3 26.0 3.7 100.0
Reading books in bed (n = 418) 44.7 46.2 9.1 100.0
Having a wide selection of books to choose from (n = 422) 35.6 54.4 10.1 100.0
Reading books while traveling or commuting (n = 413) 19.9 76.6 3.5 100.0
Being able to get a book quickly (n = 423) 12.8 85.2 2.0 100.0

Note. Bold numbers indicate the majority.

RQ6: Who is Likely to Read E-books? • Reading to research topics of interest, Wald = 115.885, p =
.000, also strongly predicted e-book adoption. The more fre-
To examine the effect of various factors on e-book adop- quently a person reads to research topics of interest, the more
tion and identify which factors contribute to adoption, the likely that the person will adopt e-books.
significant variables in RQ2 and the two important reading- • Internet use, Wald = 50.467, p = .000; being an Internet user
habit variables—reading purposes and reading quantity—in was a significantly positive predictor of a person reading
RQ3 and RQ4 were included in a binary logistic regression e-books as compared to non-Internet users.
analysis. The result of the regression reflects the effect of • Race/ethnicity, Wald = 47.892, p = .000, also showed its
each variable with other variables being controlled. predictive significance. Compared to the reference group non-
In the initial round of modeling, community type, Hispanic Whites, non-Hispanic Blacks are more likely to read
e-books, but not statistically significantly. However, Hispan-
gender, and reading for keeping current were not statisti-
ics are statistically significantly more likely to read e-books.
cally significant predictor variables. Thus, these variables
• Reading for work/school, Wald = 34.347, p = .000, was a
were dropped in the next round of modeling to maximize significant predictor of e-book adoption. However, the differ-
the test results while keeping the models economical ence in reading frequency does not have a significant impact
(Agresti, 2007). In the subsequent round of modeling, in e-book adoption.
all variables contributed significantly to e-book adoption • Age, Wald = 33.506, p = .000, had a negative impact on
prediction except reading for pleasure, which was dropped e-book adoption. Specifically, compared to the youngest
for the subsequent round of modeling. Table 7 summa- group (18- to 29-year-olds) in the sample, as age increased, it
rizes the variables in the final equation and their effect in was less likely for a person to adopt e-books.
predicting e-book adoption in descending order of their • Education, Wald = 21.474, p = .000, had a positive impact
power: overall on e-book adoption. The higher a person’s education
level, the more likely the person is to adopt e-books. Com-
pared to the reference group with less than a high school
• Number of books read was the strongest predictor, Wald =
education, people with postgraduate education were signifi-
195.785, p = .000, in e-book adoption. Basically, the more
cantly more likely to adopt e-books, p = .002.
books a person reads, the more likely the person will adopt
e-books.
• Income was the second strongest predictor, Wald = 115.885, Discussion
p = .000, showing the economics of e-book adoption. Com-
pared to the lowest income group (<$20,000), e-book adop-
This study aimed to answer an overarching question
tion was significantly positively associated with income level, about whether print media will be displaced by digital
except for the income level $20,000 to $40,000, which might media—in this case, whether e-books will take over print
be due to the fact that most students fall in the lowest income books. This was examined using the assumption that the two
group. Without this exception, the higher a person’s income, media formats in question are equivalent in content, and
the more likely the person will adopt e-books. hence are similar enough to be compared when considering

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TABLE 7. Variables in the model for predicting e-book adoption.

B S.E. Wald df Significance Exp(B)

Number of books read .016 .001 195.785 1 .000 1.016


Income 115.885 4 .000
Less than $20K (0, reference)
$20K-$40K (1) -.284 .104 7.449 1 .006 .753
$40K-$75K (2) .239 .101 5.568 1 .018 1.270
$75K-$100K (3) .567 .115 24.190 1 .000 1.763
Above $100K (4) .649 .109 35.261 1 .000 1.913
Reading to research topic of interest 61.610 4 .000
Daily or almost daily (0, reference)
A few times a week (1) -.239 .070 11.797 1 .001 .788
A few times a month (2) -.412 .083 24.861 1 .000 .663
Less often (3) -.414 .132 9.898 1 .002 .661
Never do this (4) -.818 .113 52.143 1 .000 .441
Internet use
Not an Internet user (0, reference)
Internet user (1) 1.215 .171 50.467 1 .000 3.370
Race/ethnicity 47.892 3 .000
Non-Hispanic White (0, reference)
Non-Hispanic Black (1) .026 .097 .075 1 .785 1.027
Hispanic (2) .457 .096 22.482 1 .000 1.579
Other (3) .614 .110 31.437 1 .000 1.848
Reading for work/school 34.347 4 .000
Daily or almost daily (0, reference)
A few times a week (1) -.136 .085 2.597 1 .107 .873
A few times a month (2) .070 .118 .356 1 .550 1.073
Less often (3) .182 .183 .985 1 .321 1.200
Never do this (4) -.406 .078 26.742 1 .000 .667
Age 33.506 3 .000
18-29 (0) (reference)
30-49 (1) -.089 .079 1.273 1 .259 .915
50-64 (2) -.400 .089 20.176 1 .000 .670
65+ (3) -.521 .130 15.962 1 .000 .594
Education 21.474 4 .000
Less than High School (0, reference)
High School (1) .162 .151 1.145 1 .285 1.175
Some College (2) .156 .153 1.043 1 .307 1.169
College (3) .296 .157 3.529 1 .060 1.344
Post-graduate (4) .512 .162 9.982 1 .002 1.668
Constant -2.597 .224 134.491 1 .000 .075

them under different situations and for fulfilling various A study of the individual variables significant to print/e-
functions. book readership contributes more to our understanding of
As shown by the results of RQ1, it is clear that there is no the notion of e-books displacing print books. It was found
imminent likelihood of an e-book takeover. According to from RQ2 that Internet use, community type, gender, age,
Rogers’s (2003) diffusion theory, the adoption process goes education, race/ethnicity, and income level all have a signifi-
slowly at first, speeds up, and slows again to form an cant impact on print/e-book readership. People who read
s-shaped curve. The results of RQ1 suggest that while e-books at this time may be typified based on a collection of
e-books are becoming popular—read by 16.4% of all individual contextual factors. The results suggest that Inter-
respondents and 22.2% of respondents who read print books net users are more likely to read e-books. These e-book
and/or e-books—the process of diffusion or adoption of adopters are most likely younger and highly educated.
e-books is still on the rise and has not yet peaked. The largest Similar to Chen and Granitz’s (2012) findings, it may be
percentage of Americans continues to read print books inferred that most people who have adopted e-books come
only—57.3% of all respondents and 77.7% of respondents from a specific section of the community because the inno-
who read print books and/or e-books. This is further evi- vation itself is compatible with their lifestyle, in terms of
denced by the percentage of those who only read e-books cost and improved quality of life. Wilson’s (1997) assertion
(1.9% in the total sample, 2.6% for print/e-book readers), that people who adopt e-books do so based on specific needs
which also is a preliminary indication that e-books have not and contextual factors was also confirmed.
replaced print books just yet and are still in the nascent Most participants in the study reported that they read
stages of adoption. mainly for pleasure (over 80%), and about half said they

1704 JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014
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read every day. The results showed that infrequent readers multimedia interactive children’s e-books could have a great
were more prevalent among all kinds of book readers, indi- potential. Similarly, the size and bulk of e-readers may make
cating the possibility that book reading on the whole may be it more convenient for some to read in bed with the rapidly
decreasing even though e-books are increasing in popularity. evolving technology.
The most frequent readers are those who read both print The findings of this study contradict the suggestion that
books and e-books, signifying that those who like to read most users cling to print books only out of a sense of nos-
will read books in any medium. This was further confirmed talgia or familiarity (Gomez, 2008; Lee, 2013). Flanagin and
by the results of RQ4, which showed that those who read Metzger’s (2001) study indicated that people change in
print and e-books read more than do their peers. Another terms of the way they define and satisfy their informational
important finding is that people indicated reading e-books needs. This study’s findings suggest that a change in reading
more for work or school, suggesting that there is a functional patterns and habits overall is not merely an indication of a
element to the choice of medium. This confirms to some preference for print books over e-books, or vice versa. Func-
extent the notion of functional equivalence (Robinson et al., tion plays a larger role than do the attributes of a medium in
2002; Wilson, 1997), stressing the key role that situational defining the way a medium is used and adopted. However,
context plays in determining the use and adoption of a new function is nearly impossible to predict, given that function
medium. and need are determined by individual contextual variables
As stated previously, the idea of functional equivalence is (Christianson & Aucoin, 2005; Kayany & Yelsma, 2000).
based on the premise that the two media being compared are More investigation into the many functions of e-books and
comparable and fulfill the same functions. Rainie et al. print books will present a clearer overall picture of the future
(2012) reported that there had been a decrease in the number relationship between e-books and print books.
of people reading print books between 2011 and 2012. It
would be fallacious to assume that this decrease in print
Conclusion and Future Research
books has been caused by people reading e-books; rather,
the results of RQ3 and RQ4 suggest that this decrease may Despite rising e-book sales and readership in recent years,
be linked to lower levels of reading overall, in terms of e-books are not yet positioned to replace print books. Both
reading frequency and quantity. print books and e-books have unique attributes and serve
Ultimately, for those who read, content matters more than distinct functions to meet people’s reading needs, which may
medium. Although functional equivalence assumes that the vary by individual demographic, contextual, and situational
functions of a medium are comparable and may be identified factors. The results of this study support the notion that
easily, the functions and uses of a new medium are influ- e-books have firmly established a place in people’s lives due
enced by the individual user’s contextual factors (Kayany to the fact that they allow people to access their favorite
&Yelsma, 2000). The results of this study indicate that content in any place, at any time. As they stand, e-books and
demographic and lifestyle factors contribute significantly to print books complement each other, providing the same
the choice between e-books and print books. In addition, content in two different media.
situational context also plays a very important role in At this point, the leading predictors of e-book adoption
making this choice, as indicated by the results of RQ5. This are the number of books read, an individual’s income, the
study chose the group who read both print books and occurrence and frequency of reading to research topics of
e-books to analyze whether situational context was as interest, and an individual’s Internet use, followed by other
important as function in the choice between the two media. variables such as race/ethnicity, reading for work/school,
It was confirmed that people overwhelmingly prefer print age, and education. Only a small portion of e-book adopters
books over e-books in certain situations such as reading to a (11.7%) have abandoned print books to read only e-books;
child (85.9%) and sharing books with other people (70.3%). the majority of e-book adopters (88.3%) also are reading
At the same time, people prefer e-books in other situations print books. The latter group consists of people who read
such as needing to get a book quickly (85.2%) and reading most frequently for all purposes and who read much more
books while on the move (76.6%). Ease of access and the than other groups.
increasing selection of e-books are other reasons why many The results of this study illustrate that there are a variety
people tend to prefer e-books (54.4%), indicating that of factors that contribute to print/e-book readership and
support for medium attributes as somewhat important. It preferences. As technologies evolve, so may the functions of
would be interesting to study whether the preference for e-books. Future research should take into consideration the
e-books would be dictated by situational context and infor- context and situation of the individual, the characteristics of
mation needs. the medium, and the functions that print/e-books can fulfill
At this point, e-books and print books clearly provide to better understand the choices and preferences of the
unique functions in different reading situations. This could readers. As pointed out, there have been insufficient empiri-
change depending on how e-books evolve, or how e-readers cal studies that have examined readers of both e-books and
advance. For example, currently, children’s e-books, which print books. While this study is unique in this aspect, it also
sometimes lack the pictures or interactive ability of tradi- is limited because it provides only a snapshot of e-books and
tional print books, are still harder to find for e-readers. But print books. A longitudinal study with more emphasis on

JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014 1705
DOI: 10.1002/asi
function could provide a more comprehensive picture and a Lee, C.A. (2011). A framework for contextual information in digital col-
more accurate prediction of whether e-books could ever lections. Journal of Documentation, 67(1), 96–143.
Lee, S. (2013). An integrated adoption model for e-books in a mobile
fully replace print books and why. environment: Evidence from South Korea. Telematics and Informatics,
This study has implications for libraries, other informa- 30(2), 165–176.
tion institutions, and related stakeholders such as publishers Littman, J., & Connaway, L.S. (2004). A circulation analysis of print books
that seek to understand and accommodate user preferences and e-books in an academic research library. Library Resources and
in an increasingly digital, Internet-based information envi- Technical Services, 48(4), 256–262.
McCombs, M. (1972). Mass media in the marketplace. Thousand Oaks,
ronment. It provides unique insight on user choices and CA: Sage.
preferences when reading books. In addition, e-books and McKay, D., Hinze, A., Heese, R., Vanderschantz, N., Timpany, C., &
e-readers are a rapidly evolving and popular technology that Cunningham, S. (2012). An exploration of ebook selection behavior in
is of great interest to media and publishing companies. Find- academic library collections. In P. Zaphiris, G. Buchanan, E. Rasmussen,
ings from this study help us understand who is adopting such & F. Loizides (Eds.), Proceedings of the Second International Confer-
ence on Theory and Practice of Digital Libraries (TPDL’12) (pp. 13–24).
technology and how it is being implemented. Heidelberg: Springer-Verlag Berlin.
McQuail, D. (2010). McQuail’s mass communication theory. New York,
NY: Sage.
Negroponte, N. (1995). Being digital. New York, NY: Vintage Books.
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Duell, Sloan and Pearce. -2/paper39.html

1706 JOURNAL OF THE ASSOCIATION FOR INFORMATION SCIENCE AND TECHNOLOGY—August 2014
DOI: 10.1002/asi

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