32nd Annual Charleston Conference Issues in Book and Serial Acquisition

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CD: Collection Development-Acquisitions [clear filter]
Thursday, November 8

12:30pm EST

Discovery & Usage: The Foundation of a Powerful Collection

Don’t miss the opportunity to join your colleagues and EBSCO for an informative discussion about a strategy that will help you lay a solid foundation upon which you can build a powerful collection.

The right usage analysis tool can help you assess the effectiveness of your library’s collection development and access tool choices, and the right discovery tool can maximize exposure of your collection — affording you more time to develop a collection that will empower your users so they can achieve their research objectives.

Join EBSCO at the 2012 Charleston Conference, where a panel of noted librarians and EBSCO experts will share their insights about the successes, challenges, and roadblocks associated with implementing an effective strategy that will help you build the collection your users need.

Register Now!

avatar for Michael Gorrell

Michael Gorrell

Executive Vice President of Technology, Chief Information Officer, EBSCO Information Services
Michael Gorrell is the Executive Vice President of Technology, and Chief Information Officer of EBSCO Publishing. He is responsible for managing all technology operations for EBSCO Publishing, as well as providing key leadership in strategic product direction for the EBSCOhost platform... Read More →
avatar for Oliver Pesch

Oliver Pesch

Chief Strategist, EBSCO
Oliver Pesch works as chief product strategist for EBSCO Information Services where he helps set direction for EBSCO's e-resource services and products, including EBSCO Usage Consolidation and EBSCONET Analytics. Oliver is a strong supporter of standards and is very involved in the... Read More →

Elizabeth Siler

Electronic Resources Librarian, Florida International University

Edward Smith

Executive Director, Abilene Library Consortium
Edward Smith is the Executive Director of the Abilene Library Consortium.  He has worked various information management positions in corporations, public and academic libraries, and consortia for 20 years.   

Thursday November 8, 2012 12:30pm - 2:00pm EST
Rue de Jean 39 John Street

12:45pm EST

A Real Challenge: Incorporating Patron-Driven Acquisitions Programs into Collection Development Strategies & Budgets
Many academic libraries are striving to develop collection policies and budget allocations that integrate Patron-Driven Acquisitions and/or Demand-Driven Acquisitions plans. Two Acquisitions Librarians from the University of Florida will lead discussion on how academic libraries are meeting this challenge and describe how their library has modified approval profiles and reallocated material budgets to incorporate three ongoing PDA programs.


Steven Carrico

Acq Librarian, University of Florida
Steven Carrico has been employed as an Acquisitions Librarian at the University of Florida Smathers Libraries since 1994. He has authored or co-authored a wide range of refereed and non-refereed journal articles, book reviews, bibliographies, and three monograph chapters (in ALA... Read More →
avatar for Trey Shelton

Trey Shelton

Chair, Acquisitions & Collections Services, University of Florida, George A. Smathers Libraries

Thursday November 8, 2012 12:45pm - 2:00pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

12:45pm EST

E-book Cataloging Using the WorldCat Knowledge Base

Libraries continue to struggle with cataloging e-books, managing records from multiple sources, customizing URLs, merging records from multiple sources, and managing updates and deletes. Holly Tomren, Drexel University, and Sarah Haight Sanabria, Southern Methodist University, will describe their processes for cataloging e-books along with their experiences during the beta pilot test of cataloging e-books using the WorldCat knowledge base. David Whitehair, OCLC, will provide additional information about the new WorldCat knowledge base functionality. Please join us for a lively discussion and share your experiences related to managing e-book cataloging.


Sarah Haight Sanabria

Head of Collections & Technical Services, Southern Methodist University Libraries
avatar for Holly Tomren

Holly Tomren

Head, Metadata Services, Drexel University Libraries
Drexel University Libraries
avatar for David Whitehair

David Whitehair

Director, Metadata Services, OCLC
David Whitehair and his group manage many of OCLC’s cataloging and metadata services including WorldShare Metadata, Connexion, WorldCat Selection, and more. David has been with OCLC for over 20 years.  His library career began when he was a freshman at Ohio State University where... Read More →

Thursday November 8, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Ashley Room 125 Calhoun Street, Charleston, SC 29401

12:45pm EST

GOKb: A Community-Based E-Resource Knowledge Base

At the Charleston Conference last year we presented a conceptual design for the Global Open Knowledgebase (GOKb), a project to create and maintain a community source e-resource knowledge base, one built by and maintained over time by the community and freely available for use by all. Since that time much progress has been made. The project has received funding from the Andrew W. Mellon Foundation, the initial conceptual design has been realized in a conceptual data model, and we are having conversations with a range of data providers and vendors. This session will provide an update on the scope and design of GOKb; describe points of intersection with our sister project in the UK, KnowledgeBase Plus; and outline ideas for a community maintenance plan. In this Lively Lunch we want to get feedback from the Charleston community on what GOKb could be and how it should be managed. We welcome all input at this formative stage in the project. Who should we be talking to? What will trip us up if we don’t do it right? How would you like to become involved?


Kristin Antelman

Associate Director for the Digital Library, North Carolina State University
Kristin Antelman is Associate Director for the Digital Library at NCSU Libraries.   She has long been interested in issues related to serials and electronic resource management. She is NCSU’s representative on the Kuali OLE Functional Council and is PI on a new collaborative project... Read More →

John Little

Head, Discovery & Core Services, Duke University
John works with a team of application managers, integration developers, and system administrators to deliver library services such as the catalog, Summon, ContentDM, and mass storage in support of repositories, digitization, and information delivery.  John has been involved with... Read More →

Jim Mouw

Associate Univ. Librarian for Collection Services, University of Chicago

Thursday November 8, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Cypress Ballroom South 125 Calhoun Street, Charleston, SC 29401

12:45pm EST

What is Keeping You Up at Night? A Discussion of Current Hot Topics in Collection Development
This interactive lunch discussion will ask each participant to list the top 3 issues in collection development that keep them up at night. The issues can be strategic and/or local. The ARL “ISSUE BRIEF on 21st-Century Collections,” released in May 2012, listed content, infrastructure, publishing and the way scholars communicate as key strategic issues in 21st century collection development. How closely do these issues mirror what is taking place where you are? We will explore why these nocturnal issues are troublesome, what we plan to do about it and how we propose to manage it. Participants will have an opportunity to comment and provide suggestions to each other. Responses will be collected and shared through Against the Grain.


Susanne Clement

Director, Quinney Library, Utah State Univeristy
Susanne Clement is the director of the Quinney Natural Resources Library at Utah State University.   Prior to that she was head of collection development at the University of Kansas.  She has served on several ALCTS CMDS committees.  Among her recent publications include a CLIP... Read More →

Thursday November 8, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401

12:45pm EST

What's the Use? Usage, Utility, the Value of Library Resources, and the P- to E-text Transition

The value of library resources is coming under increasing scrutiny as the transition from print to digital text accelerates. As a contribution to the discussion about how to value library resources appropriately, we will bring together a group who are interested in the usage of those resources, particularly of monographs in both print and digital formats. During the session, participants will tackle two objectives.

First, they will consider existing studies of the uses of print and electronic text and the venues, problem formulation, and data collection strategies for a research project that would test two hypotheses:

Hypothesis 1: When a book is fully available online, print circulation will be flat or go down.
Hypothesis 2: When a book is online with limited viewing (e.g., GBS snippet view or search-only), print circulation will be flat or increase.

The results of experiments based on these hypotheses will inform the prospects for large-scale collaboration on the management of print collections as libraries repurpose their spaces and as scholars, students, and publishers take advantage of the affordances of digitized text.
Second, participants will consider more broadly how libraries and publishers measure the usage of licensed e-book collections and the implications of tracking the value of such collections in the context of e-journal as well as traditionally purchased print book collections. As monograph collections show signs of moving more steadily to digital versions, such value calculations are consequential not only to collecting choices but also over time to publishing choices.

Participants will have an opportunity to review current practices and identify future research or standard-setting requirements.

Taking these components together, the session will serve as a milestone in the understanding of usage measurement and value analysis for monographs in an increasingly digital context.

avatar for Bob Kieft

Bob Kieft

College Librarian, Occidental College
College Librarian, Occidental College (2008--). Prior to moving to Occidental in the fall of 2008, he worked at Haverford College, where he was most recently Director of College Information Resources and Librarian of the College. From 1974-1988, he worked at the Stanford University... Read More →
avatar for Roger Schonfeld

Roger Schonfeld

Director of Libraries, Scholarly Communications, and Museums, Ithaka S+R
Roger is program director at Ithaka S+R. There, he leads strategic consulting, surveys, and other research projects, designed for academic libraries, publishers, and scholarly societies. Previously, Roger was a research associate at The Andrew W. Mellon Foundation. He received degrees... Read More →

Thursday November 8, 2012 12:45pm - 2:00pm EST
Francis Marion Colonial Ballroom 387 King Street, Charleston, SC 29403

12:45pm EST

Why Are Publishers Developing Their Own Ebook Content Delivery Platforms - What Are the Pros and Cons for Libraries?

Collections librarians Tony Horova (University of Ottawa), Nancy Gibbs (Duke University), Jessica Grim (Oberlin College) and Helen Clarke (University of Calgary) join Tim Williams from Edward Elgar Publishing and Michael Zeoli from YBP to discuss why independent publishers are increasingly building their own content platforms and the benefits and challenges this brings for acquisition librarians in managing their collections. Delegates will hear both the library and independent publisher's perspectives.

In a time of major turbulence in the book industry, why are independent book publishers increasingly investing in expensive technology to host books when aggregators already do this job for them? Why do some libraries prefer ebooks on publishers' platforms? What are the challenges for librarians in managing this alongside DDA, e-preferred and print approval plans?
Issues such as technology decisions, license terms, business models, workflow issues, and the challenges faced by librarians in dealing directly with publishers at a time when library budgets and staff are increasingly stretched will be discussed.

The participants on the panel all have extensive experience will collections development and emerging electronic business models such as e-approval plans, DDA, publisher collections.


Helen Clarke

Associate Vice Provost - Collections, University of Calgary
Helen Clarke is Associate Vice Provost for Collections in Libraries and Cultural Resources at the University of Calgary.  Her responsibilities include e-books includes licensing, assessment and negotiation.  Currently the University of Calgary operates an electronic preferred book... Read More →

Nancy Gibbs

Head, Acquisitions Department, Duke University Libraries
Nancy Gibbs is head of Acquisitions at Duke University Libraries, The department is responsible for ordering all monographs, serials, periodicals and electronic resources and orders, receives, and catalogs non-Roman language materials. She has held positions at Penn State University... Read More →

Jessica Grim

Collection Development & Management Librarian, Oberlin College
Jessica Grim has been Collection Development Librarian at Oberlin College since 2007.  Previous to that she was a Reference & Instruction Librarian at Oberlin for 15 years.  Prior to Oberlin she worked in Reference at NYPL, and UC Berkeley.
avatar for Tony Horava

Tony Horava

Associate University Librarian, Content and Access, University of Ottawa
The Big Deal has been a major challenge at our university, as we dealt with budget cuts, exchange rate issues, annual increases to the costs of scholarly resources, and the demand for new resources in many fields. The Big Deal is a complex iceberg floating in the middle of all this... Read More →
avatar for Tim Williams

Tim Williams

Managing Director, Edward Elgar Publishing Inc.
Tim is Managing Director of Edward Elgar Publishing and has worked closely with librarians over the last few years to develop the company's electronic publishing strategy. Edward Elgar Publishing is an academic publisher in the social sciences covering subjects such as law, business... Read More →
avatar for Michael Zeoli

Michael Zeoli

VP, eContent Development, YBP Library Services
YBP Library Services, 1997-current ebrary, 2005-2007 Regenstein Library, Acquisitions Dept., University of Chicago http://www.niso.org/news/events/2015/virtual_conferences/eternal_ebooks/

Thursday November 8, 2012 12:45pm - 2:00pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403

2:15pm EST

Developing a Cross Institutional E-Book Strategy

As part of the 2CUL vision (http://2cul.org/node/17), Columbia and Cornell University Libraries strive to merge their respective core operations by 2015. In an effort to find mutual grounds for collaboration around E-Books, a small cross institutional task force, with members from collection development, access services and technical services was formed in June 2011. The TF was charged to investigate the wide spectrum of issues surrounding eBooks at Cornell and Columbia and recommend steps that 2CUL should take to improve e-book access and management, and to propose an organizational framework that will ensure continued monitoring of these issues and appropriate action.

A year later, the task force has finalized its preliminary recommendations. In this presentation the two co-chairs of the TF (Colleen Major from Columbia and Boaz Nadav-Manes from Cornell) will focus on the Task Force’s efforts to examine local E-Book licensing, acquisition, and management work-flows; the ways we identified procedures and operations that can be streamlined and integrated as we move closer towards the goal of joint management of electronic resources; and describe the ways we have partnered with faculty and vendors (MUSE and JSTOR) to look at collaboration in a consensual, forward looking, perspectives. The presenters will provide a brief background of the 2CUL collaboration, an overview of our varied local practices, workflow environments and systems used to support the life cycle of an E-Book. We will speak to our institutional similarities and differences, and areas that have been identified from which we can build a stronger collaboration. The presenters will also provide a checklist of useful things to take into account as other institutions follow similar paths.  


Colleen Major

Networked Electronic Resources Librarian, Columbia University Libraries
Colleen Major is the Networked Electronic Resources Librarian at Columbia University Libraries, where her work focuses on electronic resources acquisitions, access, and services. Colleen previously served as the Ethnic Studies Librarian and Multicultural Coordinator, and Acquisitions... Read More →

Boaz Nadav-Manes

Director, Acquisitions and Automated Technical Services, Cornell University Library,
Boaz Nadav-Manes, Director of Acquisitions and Automated Technical Services and Philosophy librarian at Cornell University Library.  Boaz holds a B.A. in Classics and Philosophy from Tel Aviv University and an M.F.A degree from Cornell. He currently leads Cornell’s “Pre-Order... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403

2:15pm EST

Distinctive Collections: The Space Between “General” and “Special” Collections and Implications for Collection Development

Many libraries separate collection development activities into two broad categories, that of “general” collections versus “special” collections. Although this makes for a clean distinction between two areas of library activity (roughly the work of librarians as distinct and separate from that of archivists), in between these two poles lie “distinctive collections” – items that are neither especially rare nor unique (special), but are also not run-of-the-mill monographs or journals.  Government documents, numeric datasets, ephemera, area collections, audiovisual media, born-digital materials – these are all recognized subsets of library collections with their own frameworks (more or less developed) for acquisition, cataloging/metadata, preservation, inter-institutional collaboration.  Falling as they do somewhere between “general” and the “special” collections, these distinctive collections are often overlooked in traditional collection development and public service activities. 

This panel discussion will demonstrate that failing to understand distinctive collections on their own terms is a mistake. A full appreciation of “distinctive collections” allows libraries to think creatively about a number of timely issues, including how much of selection duties can be outsourced through patron-driven acquisitions and approval plans, the role of collaborative collection development, and appropriate resource allocation to the acquisition and management of these collections. This session will present a big-picture overview of how distinctive collections and their management fit into the overall collection profile of a library, and case studies of distinctive collections along the continuum within a single research university library. Attendees will take away a conceptual framework for distinctive collections and an appreciation for how this framework might guide some of the more pressing issues facing the profession.  


avatar for Daniel Dollar

Daniel Dollar

Director of Collection Development, Yale University Library
Daniel Dollar is the Director of Collection Development for the Yale University Library. As the library’s chief collection development officer, Daniel leads and coordinates collection activities in all formats, and manages the collection development budget. In addition, he represents... Read More →
avatar for Gregory Eow

Gregory Eow

Associate Director of Collection Development, Yale University Library
As the Associate Director of Collection Development at the Yale University Library, I help set the strategic goals for library collection building, especially in the area of digital publishing and e-books. I also serve as the subject specialist for American, British and Commonwealth... Read More →
avatar for Julie Linden

Julie Linden

Associate Director of Collection Development, Yale University Library
Julie Linden holds an M.L.S. from Syracuse University, as well as M.A. and B.A. degrees from the University of Connecticut. She has worked at Yale Library since 2000. Prior to her current position at Yale she was a librarian for numeric data, social science electronic resources, government... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

Ebook Availability Revisited: A Quantitative Analysis of the 2012 Ebook Aggregator Marketplace

In 2008, we found that only about 20% of five academic libraries' 2006 print book content was available from the ebook aggregator marketplace, and that only 4% of ebook content was available from all four major aggregators (EBL, Ebrary, Ebsco, and MyI Library). This presentation will poll the audience and present 2012 availability: is it the status quo or a quantum leap? After revisiting print vs ebook availability, we'll delve into the newly competitive world of major aggregator subscription products (Ebrary vs Ebsco) with an objective comparison of content breadth, depth, & quality. The new kids on the block--the university press aggregators (JSTOR, Oxford, and Project muse)—will be examined in the general aggregator context. On the publisher side, case studies will reveal the extent to which some are still holding back their prime content.  Finally a 'big data' comparison will shed light on the future role the scanned behemoths Google books and Hathi Trust may play.  Attendees can expect to leave the session with a big picture perspective on the breadth & depth of the current ebook aggregator marketplace and its major players.

avatar for John McDonald

John McDonald

Associate Vice President and Chief Information Officer, Claremont University Consortium
avatar for Jason S. Price

Jason S. Price

Director of Licensing Services, SCELC

Thursday November 8, 2012 2:15pm - 3:00pm EST
Francis Marion Gold Ballroom 387 King Street, Charleston, SC 29403

2:15pm EST

Knowledge Unlatched: Can We Change the Face of Scholarly Book Publishing?
Knowledge Unlatched is an exciting and innovative publishing initiative that aims to set up an international library consortium to provide access to specialist scholarly books in the arts, humanities and social sciences. The international consortium will be in a position to aggregate demand for books and secure collective payments to bring titles to first digital publications. By paying publishers an upfront fee that covers origination costs in exchange for open access publication, participating libraries will find their monograph budgets going further and that their students and scholars have access to hugely increased numbers of titles. This sustainable business model will reduce risks to publishers and the financial obstacles in reaching readers will be removed.

Knowledge Unlatched is a not-for profit organization, established for the benefit of all stakeholders in the global scholarly communications ecosystem. The project has already received initial funding and support from a wide range of national and international library organizations and it is currently inviting libraries and publishers to take part. This includes a full- scale pilot scheme to indicate the way forward for development. Frances and Hazel will describe the project and present the benefits from the perspectives of both libraries and publishers. 



Frances Pinter

Executive Director, Knowledge Unlatched
Frances Pinter is the founder of Knowledge Unlatched – a not-for-profit company devising and implementing new business models in the area of scholarly book length publications. She was the founding Publisher of Bloomsbury Academic and publisher of the Churchill Archive online... Read More →

Hazel Woodward

Director, Information Power
Until 2012, Hazel had spent her entire career in academic libraries, latterly as Director of Libraries at Cranfield University, UK. She is now a Director of Information Power, a consultancy company which works with both publishers and libraries on management and strategy issues. Hazel... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Courtyard Marriott Cypress Ballroom South 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

Negotiating Tactics: Secrets from Both Sides of the Table

Whether you are negotiating for new content or for an external vendor service, the outcome of these negotiations can vary considerably.  This session will explore both library and vendor perspectives on what information and tactics can help ensure a more successful outcome for the negotiation process. 

The librarian panelist will present a number of (anonymized) examples to illustrate what financial, and other, benefits can be achieved through negotiations. They will discuss how they tailor their approach to a negotiation for a given product and provide suggestions for librarians who are new to the negotiation process.

The vendor panelists will provide valuable insights into the vendor’s business model and its impact on your negotiation and some tips and tools on how to reduce surprises and achieve increased return on product investment with a better understanding of vendors' motivations.

Audience members will be polled at various points throughout the session to get their thoughts and experiences in regards to the negotiation process.   Attendees can expect to leave the session with an improved understanding of what types of concessions they can request during the negotiation process, and how to approach these negotiations in a way that paves the road for a mutually satisfying resolution.


avatar for Amelia Brunskill

Amelia Brunskill

Coordinator of Collections & Scholarly Resources, DePaul University
Amelia Brunskill is the Coordinator of Collections & Scholarly Resources at DePaul University. She was previously DePaul's Electronic Resources Librarian and prior to that she was the Liaison Librarian for the Sciences at Dickinson College, in Carlisle, PA. She received her MSIS from... Read More →
avatar for Matt Dunie

Matt Dunie

President, Data-Planet
Matt Dunie has founded or co-founded three information and content application services companies (Insight Publications, RefWorks, and LabArchives), is an advisor to ThirdIron, and held numerous executive-level management positions and professional association board positions. His... Read More →
avatar for Michael Gruenberg

Michael Gruenberg

Consultant, IOS Press
IOS Press serves the information needs of scientific and medical communities worldwide publishing more than 100 international journals and 75 books each year. Featuring the IOS Press Neurodegenerative Disorders Journals Collection: Journal of Alzheimer’s Disease, Journal of Parkinson’s... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Francis Marion Parkview Room 387 King Street, Charleston, SC 29403

2:15pm EST

Proving the Value of Library Collections

Proving the value of library collections has always been a concern of collection development librarians.  Librarians have devised creative methods of gathering evidence to demonstrate to university administration the essential role libraries play in research productivity.  In an attempt to demonstrate the value of library collections, librarians from the University of Kansas (KU) Libraries conducted a citation analysis study utilizing KU science faculty publications.

Using a random sampling of faculty from the departments of Physics, Environmental and Evolutionary Biology, and Geology, KU librarians developed lists of the citations in their publications and checked to determine if KU Libraries provides access to these citations in print or electronic format. In addition, a random sampling of the citations from the faculty publications was also examined to determine if the citations could be accessed through aggregator full-text databases, electronic journal packages, or print journals and monographs.  The librarians also compared journal and monograph use and utilized the data collected as method of justifying budget allocation practices. Finally, the monograph citations were analyzed to determine the effectiveness of the approval plan profile by identifying the ratio of books that were purchased on the approval plan compared to books that were selected by librarians. 

KU librarians will share their findings and discuss how they used the citation analysis to demonstrate the value of the library collections and inform collection development decisions.


avatar for Lea Currie

Lea Currie

Head of Content Development, University of Kansas Libraries
Lea Currie has been the head of Content Development at the University of Kansas Libraries since 2008 and employed with the Libraries in other positions since 1999. Lea’s principal role in her current position is to manage the collection development budget, review and analyze collections... Read More →
avatar for Amalia Monroe-Gulick

Amalia Monroe-Gulick

Collection Assessment Librarian, University of Kansas Libraries
Amalia holds an MLS from Indiana University, as well as a BS and MS in political science from Illinois State University. She has worked at the University of Kansas Libraries since 2008.

Thursday November 8, 2012 2:15pm - 3:00pm EST
Courtyard Marriott Magnolia Room 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

Striving for Uniqueness: Data-Driven Database Deselection
Mercer University Libraries consist of three main entities that have historically subscribed to electronic resources separately. The libraries will begin the process of consolidating access and subscribe to resources as a single body, providing a consistent set of resources to students across Mercer's wide geographic area. In order to accomplish this we will need to reduce the number of aggregated databases to be able to share access to the remaining titles at all locations without increasing the net fiscal outlay.

This presentation will introduce the title comparison tool that the Library Systems Department has developed to inform decisions that subject bibliographers and selectors must make. Existing tools for overlap analysis tend to focus exclusively on full text access, but our investment in indexes is significant, necessitating a closer look at their uniqueness and ongoing value to our institution. Our tool presents vital data including the uniqueness of titles within each database as compared to all other databases about which we have information. We will discuss the process that we followed to ingest vendor-supplied title lists, the challenges that we encountered in normalizing data and conceptualizing the overlap analysis, and the data model that we settled upon to produce quick, interactive results.

The audience will be encouraged to participate in the presentation by asking questions or sharing their own experiences throughout via either social media or conventional means.

Attendees can expect to learn about the process of developing in-house software to aid in vital data-intensive collection management tasks. They will also gain insight into the process and pitfalls of detecting duplication among title lists for a large number of databases.


avatar for Jeremy Brown

Jeremy Brown

Assistant Dean for Technical Services & Systems, Mercer University Library

Geoffrey Timms

Systems Librarian, Mercer University Libraries
In his sixth year at Mercer University and as a member of the Library Systems Department, Geoff spends much of his time working on web applications for library use. He also manages electronic resources. Recent collaborative projects include creating dynamic item maps in the library... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Addlestone Library Room 122 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

3 Years, 400,000 Books, and 1 Front Page Story: A Library’s Collection Review Odyssey

Library collections are unique, growing organisms that need care and maintenance. Collections are shaped by local acquisition and maintenance practices and procedures making each one unique. The unique nature of collections and local practices necessitate libraries to develop collection review practices accordingly. This session will outline the steps and thought process involved in a first-time holistic collection review project of a library’s monograph, audio-visual, and journal collections. Learn how 15 librarians tackled an unprecedented review of its University Library’s entire physical collection. Come away with a clear understanding of the steps and decisions necessary to manage a successful collection review project. Hear about our communication and technology strategies that resulted in more faculty involvement than we ever could have expected. Visit our project wiki at (will provide if selected) for lots and lots of useful information.


Michael Bell

Assistant Dean, University of Tennessee at Chattanooga
Michael Bell is Head of Materials Processing and Assistant Dean at the University of Tennessee at Chattanooga.  Michael has an MLS from George Peabody and has served at UT Chattanooga since 1980 in a variety of faculty positions.
avatar for Theresa Liedtka

Theresa Liedtka

Dean of the Library, University of Tennessee at Chattanooga

Andrea Schurr

Digital Development Librarian, University of Tennessee at Chattanooga
After spending eight years as UTC Library’s Head of Access Services, Andrea decided to cross over to library IT in 2009, assuming the roles of Digital Development Librarian and computer science graduate student. She now holds an MS in Computer Science from the University of Tennessee... Read More →

Thursday November 8, 2012 3:15pm - 4:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

Collection Development Policies are Sooooo Twentieth Century......Or Are They?

Once upon a time many libraries had exhaustive collection development policies that included how many different kinds of atlases they needed and how often they replaced foreign language dictionaries. Does your library have a collection development policy? Has it been updated since the internet? Since you embraced ebooks? Should libraries have a collection development policy? If so then how should it be revised for the twenty first century? Is the main audience internal or external? Does copyright play a role? This session will be an interactive so bring your collection development policy philosophy to share.

avatar for Victoria Koger

Victoria Koger

Collection Management Librarian, Eastern Kentucky University Libraries
Victoria is an Associate Librarian in Collection Management and Leader of the Collections and Acquisitions team at Eastern Kentucky University. She earned her MLIS from Florida State University in 1997 and has a background in reference and instruction at academic institutions. Weeding... Read More →

Thursday November 8, 2012 3:15pm - 4:00pm EST
Francis Marion Laurens Room 387 King Street, Charleston, SC 29403

3:15pm EST

Don't Forget the Little Publisher, Part Deux

This Panel discussion is an update from the 2011 Panel of the same topic. The objective of this session is an update and an expansion, illustrating to the publishing and library communities alike the opportunities to discover and subscribe to high-quality content from small to medium-sized information providers, which to date are overlooked because these information providers lack the resources to effectively market their content. Attendees can expect to come away from the session with additional understanding of the following: what types of content are they missing; NEW examples of sales and marketing strategies that are being used to get content out in the market, NOVEL subscription/pricing alternatives; SUCCESS stories from the trenches; and other. This session will discuss domestic U.S. and international publishers and markets alike. This session will provide commentary from both the publisher and librarian points of view.

avatar for Anne McKee

Anne McKee

Program Officer for Resource Sharing, Greater Western Library Alliance (GWLA)
McKee received her M.L.S. from Indiana University, Bloomington with a very diverse career in librarianship. She has been an academic librarian, a sales rep for two subscription agencies and now a consortium officer for the past 19+ years. A former President of NASIG, McKee is a member... Read More →
avatar for David Myers

David Myers

Representative - N.A Sales, Bentham Science Publishers
David Myers, President and CEO of DMedia Associates, Inc., is an Information Industry expert, with over 27 years experience specializing in Strategy, Sales, Licensing and Business Development. Throughout his career, he has drafted, negotiated and closed over 500 domestic and international... Read More →
avatar for Stuart Silcox

Stuart Silcox

National Sales Manager, Canada, Swets
Stuart is a veteran of the Canadian library subscription market, with over 20 years of managerial experience in customer service, marketing and sales for subscription agents like The Faxon Company and Swets. Stuart has played a key role in negotiation and facilitating publisher and... Read More →
avatar for Tom Taylor

Tom Taylor

President, Dragonfly Sales and Marketing Consulting
Tom Taylor is President of Dragonfly Sales and Marketing Consulting. Dragonfly manages the sales efforts of independent publishers through a global network of sales organizations. Before forming Dragonfly, Tom was Vice President of Marketing and Sales at SAGE in California. Tom has... Read More →

Thursday November 8, 2012 3:15pm - 4:00pm EST
Courtyard Marriott Ashley Room 125 Calhoun Street, Charleston, SC 29401

3:15pm EST

NISO’s DDA Initiative: Cross-Industry Stakeholders Express PDA to Improve the Landscape for All

In Summer 2012, the National Information Standards Organization (NISO) convened a working group to create a recommended practice regarding Demand-Driven Acquisition. This group, consisting of librarians, publishers, e-book aggregators and approval and ILS vendors, is developing a flexible model for print and e-book DDA that will work across all stakeholders. Its Recommended Practice, planned to be completed in 2013, is intended to support the ability of libraries to develop DDA plans that meet differing local collecting and budgetary needs while also allowing consortial participation and cross-aggregator implementation.

The working group co-chairs will discuss the background and impetus for the formation of the group and report on its progress starting out. As part of the information gathering phase of work, a discussion will solicit audience input on the recommendations to be included, which could include the following:

  • Best practices for populating and managing the pool of titles under consideration for potential purchase, including methods for automated updating and removal of discovery records;
  • Development of consistent models for the three basic aspects of e-book DDA – free discovery to prevent inadvertent transactions, temporary lease, and purchase – that work for publishers and libraries;
  • Methods for managing DDA of multiple formats; and
  • Ways in which print-on-demand (POD) solutions can be linked to DDA

avatar for Barbara Kawecki

Barbara Kawecki

Director, GOBI Library Solutions from EBSCO
Barbara Kawecki, Director of Customer Retention, Western U.S., is responsible for the management and growth of GOBI Library Solutions business throughout the western U.S. Barbara has more than 23 years of experience selling information products and services into the academic library... Read More →
avatar for Nettie Lagace

Nettie Lagace

Associate Executive Director, NISO - National Information Standards Organization
Nettie Lagace is the Associate Executive Director at NISO, where she is responsible for facilitating the work of NISO's topic committees and development groups for standards and best practices, and working with the community to encourage broad adoption of this consensus work. Prior... Read More →
avatar for Michael Levine-Clark

Michael Levine-Clark

Dean, University of Denver

Thursday November 8, 2012 3:15pm - 4:00pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

3:15pm EST

TRLN Oxford University Press Consortial E-Books Pilot

Resulting from the TRLN Beyond Print initiative, this pilot attempts to create a financially sustainable model for consortial acquisition e-books coupled with needed print copies, while moving the TRLN libraries and partner publishers to a decidedly electronic environment for books that will improve support for instruction and research. Working with a book vendor (YBP Library Services), TRLN and Oxford University Press hope to evolve a vending model for e-books that other consortia and their partner publishers would find useful.

avatar for Ann-Marie Breaux

Ann-Marie Breaux

Vice President, Academic Service Integration, YBP Library Services
Ann-Marie Breaux works for YBP Library Services, developing and implementing technical and workflow services for customers. Based in Woodstock, Georgia, Ann-Marie has worked for YBP since 1997. Prior to that, she worked in a variety of acquisitions and cataloging positions for Lamont... Read More →

Annette Day

Collection Management Head, North Carolina State University Libraries
Annette Day is currently Head of Collection Management at North Carolina State University. Originally from the UK she worked at University College London, University of Warwick and the University of Coventry before transferring across the Atlantic to Philadelphia and the University... Read More →
avatar for Aisha Harvey

Aisha Harvey

Head, Collection Development, Duke University Library
Aisha Harvey joined Duke University Libraries in 2002.  In her current position as the Head of Collection Development, Aisha provides leadership, vision and strategic direction for the Duke University Libraries in the development and management of the libraries’ collections... Read More →
avatar for Rebecca Seger

Rebecca Seger

Vice President, Institutional Participation and Strategic Partnerships, ITHAKA

Luke Swindler

Collections Management Officer, University of North Carolina
Luke Swindler has been working in collections for over three decades. In his current position he has a leading role in analyzing, planning, and managing library collections generally and spearheading e-books initiatives specifically for the University Library, University of North... Read More →

Thursday November 8, 2012 3:15pm - 4:00pm EST
Courtyard Marriott Magnolia Room 125 Calhoun Street, Charleston, SC 29401

6:00pm EST

'Get It Now' Experience

In 2009, The California State University Libraries had a problem. Obtaining journal articles via ILL wasn’t meeting their patron’s delivery expectations and all too often articles went unclaimed wasting time and money. Sound familiar? To solve this problem, the CSU Office of the Chancellor worked closely with Copyright Clearance Center to develop a cost-effective, expeditious article delivery service called "Get It Now" that’s putting a smile on the faces of both patrons and librarians. Today, Get It Now is used by over 130 academic institutions and is tightly integrated within the content search and ILL workflows via seamless integration with Ex Libris SFX, ILLiad, Odyssey, and other library applications. Millions of journal articles from over 30 leading publishers are now available within minutes, 24 x 7, at special academic rates. Come learn more about Get It Now, find out how it’s integrated with SFX, and hear directly from an ILL librarian how their institution is using and benefiting from it.

avatar for Tim Bowen

Tim Bowen

Director, Academic Products & Services, Copyright Clearance Center
Tim Bowen is the Director of Academic Products & Services at Copyright Clearance Center (CCC) in Danvers, Massachusetts. He joined Copyright Clearance Center in 2003 and is responsible for the development and management of CCC's pay-per use and annual licensing services for academic... Read More →
avatar for Jeremy C. Shellhase

Jeremy C. Shellhase

Systems Librarian, Humboldt State University
Over the course of my library career I have been a Clinical Medical Librarian, an OCLC regional network coordinator, an associate director of a medical library, an assistant dean for library systems, head of information services, and picked up a Pitt MBA along the way. I am active... Read More →
avatar for Christine Stohn

Christine Stohn

Director Product Management, Ex Libris, a ProQuest Company
Christine Stohn is director of product management for discovery and delivery at Ex Libris. Christine has over 25 years of experience in the library and information industry, having worked on the content and data side before joining Ex Libris in 2001. In her current role Christine... Read More →

Thursday November 8, 2012 6:00pm - 6:45pm EST
Courtyard Marriott Fountain Courtyard 125 Calhoun Street, Charleston, SC 29401

6:00pm EST

Accidental Collection Assessment: the NCSU Libraries Collection Move

In January 2013, the NCSU Libraries will open a brand new library, the James B. Hunt Jr. Library. Approximately 1.4 million volumes will be transferred to the new library from existing campus locations for opening day, with the majority of those collections being housed in an automated retrieval system (bookBot) and not in open stacks. A collections move of this size requires strategic planning reinforced and guided by lots of data, assessment, and clean-up of records, items, and processes. This system-wide effort has given us unique and unprecedented opportunities to assess our collections, their scope, access, composition, and trends in growth and use.

This presentation will describe the collections move project at NCSU Libraries focusing on the data gathered and assessment tools and strategies employed. It will describe what we learned about our collections and how these techniques can be employed by other libraries regardless of whether your collection are on the move or not.

avatar for Hilary Davis

Hilary Davis

Department Head, Collections & Research Strategy, North Carolina State University Libraries
Hilary Davis is Department Head, Collections & Research Strategy at the North Carolina State University Libraries in Raleigh, NC. Her primary role is to provide leadership and direction in the Libraries’ overall collection development strategies, and play a leading role in the Libraries... Read More →

Annette Day

Collection Management Head, North Carolina State University Libraries
Annette Day is currently Head of Collection Management at North Carolina State University. Originally from the UK she worked at University College London, University of Warwick and the University of Coventry before transferring across the Atlantic to Philadelphia and the University... Read More →
avatar for John Vickery

John Vickery

Analytics Coordinator and Collections & Research Librarian for Social Sciences, NCSU Libraries
I'm interested in applying analytical methods to library data for better organization in matters such as collections and service optimization. I like to program in Python, SAS and R.

Thursday November 8, 2012 6:00pm - 6:45pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

6:00pm EST

Not Your Mother's PDA: The Transition from PDA Pilot to Full Acquisitions Integration

Western Libraries, an academic library with an FTE of 34,000, and Ingram Coutts, have worked together to implement an e-preferred Patron Driven Acquisition (PDA) program at Western Libraries. This implementation has required collaboration between Coutts and Western Libraries collection librarians to develop effective profiles. These profiles allow the PDA collection to be filtered according to subject and non-subject parameters.

There are several aspects of this project that make it unique. First, every e-book that is selected by a PDA-preferred profile will automatically be loaded into the catalogue for PDA. Patrons will trigger a purchase if the book is accessed twice. Second, duplication is avoided because our holdings are sent to Coutts on a weekly basis. Third, the PDA program has been implemented across all collections areas at the University. And fourth, if a title is offered in both print and electronic, our default selection is for the electronic.

The first objective of this paper is to describe the Western Libraries journey from PDA trials to a system wide e-preferred PDA program. The second objective of this paper is to present our assessment strategy and outcomes of this collaborative project with Coutts.

Attendees can expect to learn how Western Libraries:

• Partnered with Ingram Coutts to implement this large-scale e-preferred PDA program
• Is assessing the e-preferred PDA strategy
• Addressed challenges during implementation of the PDA program.

We would engage the audience by:

• Presenting interesting, well-prepared material,
• Providing both the Coutts and the Western Libraries perspectives,
• Listening and responding to questions and comments from the audience, and,
• Providing recommendations and best practices for others who are interested in implementing a PDA program at their library.


Bruce Fyfe

Research and Instructional Services Librarian, Western University
Bruce Fyfe, Head of Research and Instructional Services, The DB Weldon Library, Western University

Erin Gallagher

Collections Consultant, Ingram Coutts
Erin Gallagher is a Collections Consultant for Ingram Library Services, a leader in distribution, print-on-demand, and academic library services.  Erin's coverage area includes the Southeastern US and Atlantic Canada, where she partners with academic libraries to build and maintain... Read More →

Nicole Nolan

Acting Director, C.B., Western University
Nicole Nolan is a Research and Instructional Services Librarian for Western Libraries, at the University of Western Ontario. As a Librarian for Western Libraries, Nicole specifically works at the C. B. "Bud" Johnston Library (Business Library) and collects, instructs, and provides... Read More →

Harriet Rykse

Digital Information Resources Librarian, Western University
Harriet Rykse is currently the Digital Information Resources Librarian and, in that role, has shared responsibility for the acquisition of and access to electronic resources. She is also the primary liaison between Western Libraries and the provincial and national consortia in which... Read More →

Yves Vanier

Area Manager, Ingram Coutts
Yves Vanier has worked with academic libraries since joining Coutts (now Ingram Library Services) in 1992.  Prior to 1992, Yves worked for American and Canadian publishers.

Thursday November 8, 2012 6:00pm - 6:45pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401

6:00pm EST

Should Libraries Add Digitally What They Would Weed Physically?

The goal of many libraries, especially smaller ones, is not only to provide materials that meet the needs of their users but also to eliminate those that don’t. Careful selection is designed to make available materials that are useful to the community and that the community wants to use. Weeding removes those materials that are no longer used, are unattractive or damaged, or that contain inaccurate information. As currently taught, weeding is designed to provide a smaller number of excellent materials without the distraction of the dross. Patrons can more easily find the needles once the hay is removed. Part of this philosophy is based upon the physicality of print library materials and the fact that smaller libraries have limited space. Should the same principles then apply to digital resources? While digital resources have great potential to increase the amount of information available, should the library still attempt to assure that these resources are congruent with the mission of the library? Free resources such as Google Scholar and the proposed Digital Public Library of America potentially make available a broad array of texts. Should the smaller library link to these resources and encourage their use? Users in libraries with thousands of items will now have access to millions and will need to acquire the same skills as the users of large research libraries. These skills include sophisticated searching but more importantly the ability to evaluate information quality. While the physical items in the smaller library are vetted for their reliability, the users of these large databases will encounter, for example, medical and science books from decades ago. On the other hand, will those sophisticated enough to find these resources also have the skills to understand how to evaluate them? The audience members will be encouraged to add their views.

avatar for Bob Holley

Bob Holley

Professor Emeritus, School of Library & Information Science, Wayne State University
Professor Emeritus, Wayne State University School of Library & Information Science. Bob Holley has been actively involved in collection development since 1980 as an academic librarian, library science professor, and researcher. He was chief collection development officer at the University... Read More →

Thursday November 8, 2012 6:00pm - 6:45pm EST
Francis Marion Drayton Room 387 King Street, Charleston, SC 29403

6:00pm EST

You Call That Perpetual? Issues in Perpetual Access

Including perpetual access in an electronic resource agreement is only the beginning. Many issues stand in the way of seamless ongoing access and challenge traditional definitions of “perpetual.” Librarians and vendors often fail to properly track the content to which an institution is entitled after a subscription has lapsed. New eBook editions complicate access to previous editions. Multimedia resources may rely on quickly outdated software, so that they become unusable even if the content still has value.
The presenter will discuss these challenges facing perpetual access to electronic journals, books, and multimedia resources, as well as strategies for working through them. This talk challenges the notion that there is a simple dichotomy between leased and owned materials.

avatar for Chris Bulock

Chris Bulock

Collection Development Coordinator, CSU Northridge
Chris has been an Electronic Resources Librarian since 2009, and just moved back to Los Angeles after working at Southern Illinois State University Edwardsville for 5 years. He has written and presented on perpetual access, Open Access, and usage analysis.

Thursday November 8, 2012 6:00pm - 6:45pm EST
Courtyard Marriott Magnolia Room 125 Calhoun Street, Charleston, SC 29401
Friday, November 9

12:30pm EST

Point of Care Tools and Libraries (the 12th Annual Health Sciences Lively Lunch)

Handouts           References

This year in a hosted, but “no holds barred” session, Lively Lunch participants will be invited to hear about and discuss point of care tools in the health information setting. The session will begin with greetings and a short introduction by Nicole Gallo, representing the host sponsors of this lunch, followed by a short annual update on various health sciences scholarly publishing developments by Ramune Kubilius. Then, Susan Klimley will provide a survey of the point of care tools landscape: What are the various types of tools and how do some become more dominant than others? She will discuss marketing techniques, collection, as well as licensing implications that may include or exclude libraries and librarians. Moderator Deborah Blecic will add some discussion points, such as challenges and opportunities that may arise when an integrated team seeks to acquire and provide clinical information tool access. Can an optimal win-win scenario emerge when there are so many parties with differing interests and perspectives? Session participants will be invited to share their experiences and expertise.

Register online at http://healthscienceslivelylunch.eventbrite.com/.


Wendy Bahnsen

avatar for Deborah  Blecic

Deborah Blecic

Collections Coordinator, University of Illinois at Chicago

Susan Klimley

Serials and Electronic Resources Librarian, Health Sciences Library, Columbia University
My time is spent reviewing download statistics, monitoring Medical Center publishing patterns, trying to make the link resolver work properly and  keeping up with the latest journal pricing plans. My motto: if it doesn't work, fix it.

Ramune Kubilius

Collection Development / Special Projects Librarian, Northwestern University Feinberg School of Medicine, Galter Health Sciences Library & Learning Center

Friday November 9, 2012 12:30pm - 2:00pm EST
Rue de Jean 39 John Street

12:45pm EST

Changing Operations of Academic Libraries

The session is an exploration of library operational adaptations to the changing technologies of information distribution and usage. The librarians will present glimpses of the changes occurring in their library operations as they transition to services without print. The cadence of change particularly with respect to e-books continues to accelerate. The moderator will summarize some of the technology changes of the last year and a panel of librarians will explore, through the evidence of their changing library operations, a range of topics including: trends in e-book ‘acquisition’ and usage; developments in open access publishing; changes in consortia; and the role of librarians in instruction and evolving peer review and publication processes. After initial presentations, the panel and moderator will encourage questions, comments, and discussion with attendees.


Jim Dooley

Head, Collection Services, University of California, Merced
Jim Dooley has been head of collections and technical services at the University of California, Merced since 2003.  Prior to coming to UC Merced he held a variety of positions in technical services and special collections at the University of Utah.  He serves on various University... Read More →
avatar for Allen McKiel

Allen McKiel

Dean of Library Services, Western Oregon University
Allen McKiel began his career as a programmer/systems analyst. The merger of his technical skills with librarianship occurred at OCLC and NOTIS. He has over twenty years of academic library experience first as the Director of Libraries for Region 2 of Indiana’s Ivy Tech Community... Read More →
avatar for Robert Murdoch

Robert Murdoch

Associate University Librarian, Brigham Young University

Friday November 9, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Ashley Room 125 Calhoun Street, Charleston, SC 29401

12:45pm EST

Dirty Little Secret: What's Your Plan for Managing Your Legacy Collections?

Libraries are beginning to "right size" their legacy print collections and rely increasingly on shared collections. Most have at least rudimentary guidelines for weeding and transfer to storage. But the "dirty little secret" is that very few libraries have an overarching strategy and coherent plan that articulate exactly how the collections will be managed, how they will engage their communities in this process, and how it will ultimately benefit those for whom we steward the collections. This emphasis on the short-term tactical and not the long term strategic dimensions of collection management, and concomitant the tendency to keep the overall plan, to the extent it exists, a secret from faculty and students, eventually gets many libraries in trouble.

Join us on a mission to help libraries develop formal written collection management plans that explain how, what, when, where, and why they are managing their legacy collections and why it will benefit users. Such plans are not only procedural and policy, but political in purpose. Bring your own bits and pieces of a plan, along with your questions, stories, worries and ideas to discuss with a panel of collection managers who are in various stages of preparing coherent collection management plans for a university library, a college library, and a consortium of 18 college libraries. You will leave this session with strategies for responsibly performing your stewardship role, to communicate what you are doing, and to situate your local collection management efforts in the context of regional and national shared print programs.



Sam Demas

Freelance librarian, Sam Demas Collaborative Consulting
What a time to be a librarian!  After working in academic libraries for almost 40 years (Goddard College, Cornell University, and Carleton College) I am now a freelance consultant in organizational development and collection management.  I love helping libraries large and small... Read More →

Bart Harloe

Executive Director, Connect New York
Bart Harloe is currently Executive Director of ConnectNY, an Inn-Reach based Union system located in New York with a current membership of 18 academic libraries from across the state. Before assuming this position Bart was University Librarian at St. Lawrence University for 17 years... Read More →
avatar for Mary Miller

Mary Miller

Director of Collection Management and Preservation, University of Minnesota
avatar for Maria Savova

Maria Savova

Director of Information Resources and Systems, Claremont Colleges Library
Maria oversees the Library's Materials budget and has broad responsibilities for leading the library’s strategy in funding, selecting, and managing information resources for the Claremont Colleges’ user community. She is also responsible for developing innovative, user-centered... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401

12:45pm EST

Ebb and Flow: A Selection to Access Workflow for Consortia PDA

In the traditional workflow for delivering electronic resources to patrons, acquisitions have been the bridge between collection development and cataloging. However, new Patron Driven Acquisitions (PDA) purchasing models have reordered workflows and reemphasized communications. The sequence of activities differs since e-book discovery precedes purchasing activities. Workflow complexities are further exacerbated in a consortia environment. The University of Colorado (CU) system collaborated to implement a consortia PDA pilot with Coutts on the MyiLibrary platform in December 2011. This presentation provides an overview of the pilot program and describes the workflow used for shared selection, cataloging, purchasing, and assessment of e-books among five separate Libraries. The presenters provide details on the most salient issues encountered at each phase of the process, such as: selecting pilot subject areas; developing a consortium profile; establishing best-practices for MARC record editing and loading; troubleshooting duplicated e-book titles at individual libraries; resolving invoicing logistics; and designing assessment criteria. Attendees will gain increased understanding of potential issues and possible strategies for implementing a PDA program at their own institutions.


Mary Beth Chambers

Catalog Metadata Librarian, University of Colorado Colorado Springs
Mary Beth Chambers is the Catalog Metadata Librarian and an Associate Professor at the Kraemer Family Library at the University of Colorado Colorado Springs.  Her co-authored articles on the topic of full-text content in aggregator databases have appeared in Serials Review.

Yem Fong

Professor & Director, Scholarly Resource Development, University of Colorado Boulder Libraries

Yumin Jiang

Technical Services Librarian, University of Colorado Law School
Yumin Jiang has a Master of Science degree in Library and Information Science from the University of Illinois, Urbana-Champaign. Before attending library school, Yumin studied at the University of Wisconsin - Madison, and graduated with a Master’s degree in agricultural economics... Read More →
avatar for Denise Pan

Denise Pan

Associate Director, Technical Services, University of Colorado Denver
Since 2008 Denise Pan supports student, faculty, and staff success in the role of Associate Director of Technical Services for the Auraria Library. This tri-institutional academic library serves the University of Colorado Denver, Metropolitan State University of Denver, and... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Francis Marion Rutledge Room 387 King Street, Charleston, SC 29403

12:45pm EST

Giving Our Users a Voice: Faculty and Students Talk About Their Perceptions and Use of Library E-books

Users have the Amazon/Apple advertised perception of e-books: easy to use, easy to download, access anywhere. Our students and faculty bring this perception into our libraries, but the academic e-book reality is different: tethered models, download limits, non-intuitive interfaces, access limitations.

This session will provide insights into our users’ experiences with e-books. Hear a panel of students and faculty discuss their perceptions and experiences using e-books from their academic libraries: how they discover library e-books, how they use (or want to use) e-books, if they encourage the library to purchase e-books, if given the option of paper or e-book - under what circumstances is one format preferred over another, what they like most about using e-books, what they wish were better and what changes they would recommend A moderator will encourage audience participation and time will be allotted for questions of the panel.

avatar for Helen Aiello

Helen Aiello

Acquisitions and E-Resources Librarian, Wesleyan University
avatar for Lorraine Huddy

Lorraine Huddy

Librarian for Collaborative Projects, CTW Library Consortium

Friday November 9, 2012 12:45pm - 2:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

12:45pm EST

Inter-Consortial Licensing (ICL): Ramping up Cooperation for Win-Win Results
Consortial licensing has become a well-developed library technique to get more value for the dollar spent, expand access to resources, and control price increases more fully than can be achieved by individual libraries. Consortial licensing has matured and increasingly offers diminishing returns for both libraries and publishers. Furthermore, surveys show that these days consortia are often negotiating with the same publishers for the same resources, sometimes with overlapping memberships. Now there is a growing movement to extend the benefits of consortial licensing through coordinated INTER-consortial licensing (ICL). This is a technique not yet widely exploited beyond the coordinated effort of the late 1990’s, when Lexis-Nexis Academic was introduced in the US marketplace. ICL has been on the agenda of the past two ICOLC (International Coalition of Library Consortia) meetings, as interest in this concept grows. Using the recent inter-consortial licensing efforts spearheaded by CRL and LYRASIS, we will examine the pros, cons, landmines, and limitations of inter-consortial licensing and engage the audience in discussion the potential prospects and benefits for both libraries and publishers. Our objective is to stimulate creative thinking and discussion among consortia, libraries, and publishers on how to use ICL for better win-win results: expanding access to resources through more attractive pricing, while rewarding publishers’ financial bottom line. To date, CRL has spearheaded the ICL effort behind Gale’s Nineteenth Century Collection Online and Bloomsbury’s Churchill Archive, and LYRASIS has spearheaded ICL efforts for Ambrose Video, PrivCo, and Project Muse e-books on behalf of ARL and its libraries and consortia in general.

avatar for Ann Okerson

Ann Okerson

Senior Advisor, IFLA (International Federation of Library Associations)

Tom Sanville

Sr Director, Licensing and Strategic Partnerships, LYRASIS
He has been with LYRASIS as Sr Director, Library Services since April 2010, responsible for overseeing the evolution and management of relationships with all third-party information vendors and the development of digitization and technology-based services.  He is active in the development... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Francis Marion Carolina Ballroom 387 King Street, Charleston, SC 29403

12:45pm EST

Keep Calm and Carry On: eBook Success @ Undergraduate Libraries

The question is no longer whether undergraduate libraries are expected to provide eBooks for students, but how best to manage these collections without the luxury of the resources and staff of larger libraries.  From sorting through all the different models available to scaling traditional acquisition processes for large digital collections, how can a library avoid becoming overwhelmed by eBooks?

Panelists Mary Barbosa-Jerez of St. Olaf College, Cathy Goodwin of Coastal Carolina University, and Roberta Schwartz of Bowdoin College will share their experiences and success with eBooks in their libraries.   

avatar for Mary Barbosa-Jerez

Mary Barbosa-Jerez

Head of Strategy for Library Collections & Archives, St. Olaf College
Mary Barbosa-Jerez has served as the Head of Collection Development at St. Olaf College since September 2008. Her work includes oversight of the College’s Library collections, Special Collections and Digital Initiatives. Her professional interests include the positive introduction... Read More →
avatar for Cathy Goodwin

Cathy Goodwin

Head of Collection Management, Coastal Carolina University
Cathy received the MLIS from the University of South Carolina in 2007 and has worked at Coastal Carolina University's Kimbel Library since 1998. As Head of Collection Management, she oversees acquisitions, cataloging, serials and collection development. She also holds the MSPH from... Read More →
avatar for Roberta Schwartz

Roberta Schwartz

Technical Services Manager, Bowdoin University
Roberta Schwartz has been the Technical Services Manager at the Bowdoin College Library in Brunswick, Maine for eleven years, where she supervises a staff of nine. In collaboration with colleagues at nearby Bates and Colby Colleges, Bowdoin became early signers of e-book agreements... Read More →

Jaron Vesely

Accounts Manager, Springer
Jaron Vesely is an Academic Account Manager in Springer’s Library Sales group and part of a specialized team charged with bringing eResources to smaller academic institutions across the United States and Canada. He and his colleagues reach out to community colleges, four year institutions... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Francis Marion Gold Ballroom 387 King Street, Charleston, SC 29403

12:45pm EST

Knowing What You Want to Close the Deal with a Positive Win-Win Outcome: Promoting Healthy Library Publisher Relationships

Living within the library materials budget today and leveraging resources is not easy.  As competition for new products grows, budgets shrink, and costs soar.  Publishers have expenses to cover to create a product or release it in new formats, market, distribute and license it.  Increasingly, the margins on sales are slim and everyone wants a deal.  Libraries are building collections by balancing need with value.

Success in doing so is dependent on good customer relationships between libraries and publisher/providers.  As library staff members become increasingly savvy about business details, following best practices, and publishers seek competitive returns on investment, negotiations can become lengthy and complex.  Major considerations in any transaction are price, licensing terms, and how much latitude there is for compromise when deals are made by consortia with complex factors such as when third-party providers are involved.  Each party ultimately wants to pay or receive a fair price and to cultivate good business relationships.

This session will focus on how to achieve that without promising more than will be delivered.  The panel of librarians and publishers/providers explore how both sides of a transaction initiate, cultivate, foster and maintain professional and business relationships through compromise and negotiation with each other for the terms of the individual sale and for the future.


avatar for Rick Burke

Rick Burke

Executive Director, SCELC

Andrea Cernichiari

Sales Director, Academic Publishing - Americas, Cambridge University Press
avatar for Adam Chesler

Adam Chesler

Director of Library Relations, Business Expert Press / Momentum Press
Adam manages library relations for Business Expert Press and Momentum Press, two new companies which publish ebooks for business students and engineering professionals, respectively.  Previously he was Content Director for the American Society for Training and Development; prior... Read More →
avatar for Julia Gelfand

Julia Gelfand

Applied Sciences & Engineering Librarian, University of California, Irvine
Julia Gelfand has participated in many Charleston conferences for nearly 20 years.  She continues to have interests in many aspects of the library, publisher, vendor triad that shapes collection development decisions and is watching the tides shift with new and emerging technologies... Read More →

Douglas LaFrenier

Consultant, Scholarly Projects
Doug LaFrenier recently retired from the American Institute of Physics, where he held positions as director of marketing and director of sales. He currently consults for society publishers, specializing in sales and licensing issues. He previously worked for Macmillan, McGraw-Hill... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403

12:45pm EST

Yet Another PDA Presentation!

In the past few years PDA (Patron-Driven Acquisitions) has moved from experimental to a mainstream strategy for accessing e-books. As PDA has matured we are less likely to ask "Should we offer PDA" and more likely to ask "How should we offer PDA". This Lively Lunch is facilitated by representatives from three very diverse academic libraries that are offering PDA in widely varying ways, and who are realizing that the "A" in "PDA" could stand for "Access" instead of "Acquisitions".

At McMaster University we have used mediated short term loans and purchases from EBL since 2007, and have participated in a consortial PDA pilot with Ebrary. We're currently modeling the effects of purchase triggers as we contemplate a move to unmediated access.

At Western University we have been experimenting with PDA since 2007. Applying the lessons learned after completing pilot projects with EBL, Ingram Coutts, and with our provincial consortium we were able to successfully incorporate PDA into our regular acquisitions processes.

At Providence College, we decided "play it safe", and not acquire ANY e-books simply based on patrons' requests. Instead, we chose what was then a unique offering from EBL - the ability to provide access as short-term loans instead of purchases. While the program started out as an experiment, we've grown very fond of it, as it inexpensively bridges gaps in Collection Development and ILL.

The presenters will share PDA experiences at their institution, provide some insights into trends, and offer attendees the opportunity to tell about their own adventures in PDA. Come prepared for a lively discussion on:

  • New options for PDA
  • Assessing value
  • How we done it good: best experiences with PDA
  • Tales from the crypt: what didn't work.


Janice Adlington

Collections & Information Resources Librarian, McMaster University
Janice Adlington heads the collections department - serials, acquisitions, and processing - at McMaster University in Hamilton, Ontario, and spends her time pondering the e-book marketplace, Big Deal developments, and education trends.  Before returning north of the border, she spent... Read More →
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Julie Kliever

Head of Collections Services, Providence College
Trying to bring sanity and stability to the world of Library Acquistions - do you think I have a fighting chance?

Harriet Rykse

Digital Information Resources Librarian, Western University
Harriet Rykse is currently the Digital Information Resources Librarian and, in that role, has shared responsibility for the acquisition of and access to electronic resources. She is also the primary liaison between Western Libraries and the provincial and national consortia in which... Read More →

David Swords

Director of Consortium Sales, ProQuest
David Swords is Vice President of Sales and Marketing for Ebook Library and has worked with academic and special libraries for 15 years.  He is the editor of Patron-Driven Acquisitions:  History and Best Practices, published by Walter DeGruyter in late 2011.  Swords has a Ph.D... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Courtyard Marriott Fountain Courtyard 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

Ebooks – One Size Doesn’t Fit All

Adam Chesler's Slides          Anne McKee's Slides          Kim Steinle's Slides

Unlike scholarly journals, eBooks have a more unpredictable audience and revenue. They also come in a greater variety of sizes and flavors. A librarian (Anne McKee, GWLA) will set the stage and 3 publishers of different sizes and shapes (new pub – Business Expert Press, STM pub – Springer, University Press – Duke) will describe what makes it’s easy and what makes it hard to sell to academic libraries.

avatar for Bob Boissy

Bob Boissy

Director, Institutional Marketing and Account Development, Springer Nature
avatar for Adam Chesler

Adam Chesler

Director of Library Relations, Business Expert Press / Momentum Press
Adam manages library relations for Business Expert Press and Momentum Press, two new companies which publish ebooks for business students and engineering professionals, respectively.  Previously he was Content Director for the American Society for Training and Development; prior... Read More →
avatar for Anne McKee

Anne McKee

Program Officer for Resource Sharing, Greater Western Library Alliance (GWLA)
McKee received her M.L.S. from Indiana University, Bloomington with a very diverse career in librarianship. She has been an academic librarian, a sales rep for two subscription agencies and now a consortium officer for the past 19+ years. A former President of NASIG, McKee is a member... Read More →
avatar for Kimberly Steinle

Kimberly Steinle

Library Relations and Sales Manager, Duke University Press

Friday November 9, 2012 2:15pm - 3:00pm EST
Francis Marion Colonial Ballroom 387 King Street, Charleston, SC 29403

2:15pm EST

Etextbooks: One Year On
Etextbooks are the latest growth area of experimentation and one that will affect libraries in a number of areas. We have seen a number of new and innovative business models, pricing ideas and interactive or “born digital” products being explored by major Publishers as well as by new market entrants. These new suppliers, distributors and aggregators are developing some innovative approaches to eTextbook supply that are in some cases challenging, and in others sitting alongside the established players. Similarly, the rapid pace of technology is presenting exciting new ways for students and educators to engage with and access interactive materials.
Drawing on statistics and feedback from worldwide studies, this paper analyses innovative changes to the concept of the textbook and delivers informed insight into the impacts that eTextbooks have on study and learning.


Will Moore

Senior Marketing Associate/Head of US Operations, Maverick Publishing Specialists
Will has more than 15 years of experience delivering innovative marketing for both start-up and established technology companies in the publishing, software and computer hardware industries. Before joining Maverick Outsource services, Will was VP of Marketing for Ingram Digital where... Read More →

Friday November 9, 2012 2:15pm - 3:00pm EST
Courtyard Marriott Cypress Ballroom South 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

Freely Flowing: Openly Accessible Sources of Streaming Video

Changing methods of instructional delivery and online instruction are altering how video is used and delivered in the academy. Increasingly faculty and students expect videos to be available in streaming format. While only 1/3 of all academic libraries currently provide streaming video services (Primary Research Group, 2010) faculty anticipate using more video and cannot find quality/appropriate material for their instruction. In seeking the content they need, faculty often bypass the library, using what they can find, where they can find it, (Kaufman and Mohan, 2009) with YouTube often the destination of choice.

There is considerable disagreement within academic and library spheres as to how videos can be made available through streaming. Some argue that digitizing and streaming requires permission/licensing, and payment for streaming rights; others argue that digitizing and streaming fall within Fair Use. Regardless of the opposing viewpoints, the process of providing streaming video is labor intensive, and time consuming. But providing access to streaming video needn’t always require prolonged licensing negotiations, expenditure of precious materials budgets, or large investment in personnel time and effort.

Many websites besides YouTube deliver quality content appropriate for use in instruction. Hundreds, perhaps thousands, of videos are readily available on open access websites.
Libraries can provide access to videos available on these sites with a minimum of effort. Proactively providing links to these sites, descriptions of their content, and promoting them to faculty, students and other library users can help address the growing demand for streaming video with a minimal investment in time and effort, and no investment in collection/acquisition funds.

In this session the presenter, an acknowledged leader in academic streaming video, will displays and describes (including scope, organization and limitations) a wide variety of websites that provide legal access to streaming video. Time permitting, low-cost pay-per-view sites will also be covered.

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deg farrelly

Media Librarian, Arizona State University Libraries
With 40 years experience as a media librarian deg farrelly provides a unique perspective on video in academic libraries. He is the author of “Streaming Video” in the book Rethinking Collection Development and Management, (published by ABC-Clio) and co-investigator in the 2013... Read More →

Friday November 9, 2012 2:15pm - 3:00pm EST
Francis Marion Gold Ballroom 387 King Street, Charleston, SC 29403

2:15pm EST

Implementing and Evaluating E-Book Collection Models: Workflows and Assessment

Over the past two years, Boston College has engaged in a number of e-book programs, some based on staff selection and others using patron-driven selection models. This session will report on a recent assessment done by the e-book task force at Boston College and will include comparisons of usage across staff and patron selected individual titles and packages. The question of “what data is meaningful and useful” will be discussed as will ways in which Boston College has worked to streamline internal workflows to maximize access to and delivery of e-book content. Susan Stearns from Ex Libris will close with an update on ways in which cloud-based community services can further streamline the work of individual libraries and provide more useful analytics for evaluation.

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Diane Baden

Head of Monographic Services, Boston College Libraries
Diane Baden is Head of Monographic Services at the O'Neill Library, Boston College. She oversees a department responsible for the life cycle of all monographic formats, from acquisitions and copy cataloging through physical processing. She serves on the E-Books Task Force, which is... Read More →

Susan M. Stearns

Vice President, Strategic Partnerships, Ex Libris Group
Susan Stearns is Vice President of Strategic Partnerships for the Ex Libris Group.  She has responsibility for working with major library and vendor partners and was instrumental in establishing the major collaborative partnership programs for Ex Libris Alma.  She joined Ex Libris... Read More →

Friday November 9, 2012 2:15pm - 3:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

2:15pm EST

International Acquisitions: Opportunities and Challenges

The acquisition of international materials in university libraries presents unique challenges and opportunities. Our presentation will focus on two aspects, development of Western European approval plans and the selection, acquisitions and processing of Middle Eastern Materials. In light of library-wide reorganizations at both University of North Carolina at Chapel Hill (UNC) and the University of California at Los Angeles (UCLA), over time, these plans evolved to reflect collecting needs under a new organizational structure from both the subject/area specialist point of view as well as the acquisitions/processing staff perspective. We will present issues related to the selection-to-shelf life cycle with examples from the UNC and UCLA collections based on our experiences and workflows. Discussion of alternative experiences and processes from other institutions are welcome.

avatar for David Hirsch

David Hirsch

Librarian for ME & South Asian Studies, UCLA
David Hirsch served as the Librarian for Middle Eastern, Central Asian, South Asian and Islamic Studies at the University of California-Los Angeles (UCLA) since 1989. He holds the title of Distinguished Librarian and was named Librarian of the Year at UCLA in 2013.   Mr Hirsch... Read More →

Doug Stewart

Assistant Head, Monographic Services, The University of North Carolina at Chapel Hill
Currently the head of the Receiving & FastCat section of the Monographic Services Department at UNC-Chapel Hill's Davis Library. Previously was a serials cataloger, then head of the Copy Cataloging section of the Catalog Department.

Germaine Wadeborn

Head, Print Acquisitions, UCLA Library

Friday November 9, 2012 2:15pm - 3:00pm EST
Courtyard Marriott Ashley Room 125 Calhoun Street, Charleston, SC 29401

2:15pm EST

National Union Catalog: Asset or Albatross? A Survey of Mid-Size Academic Libraries Up Against the Wall of the 754 Volume NUC: Pre-1956 Imprints.
The 754 volume NUC presents several challenges for mid-sized academic libraries: The NUC is an iconic, pre-digital masterpiece; contains unique bibliographic information; occupies a very large footprint in the stacks; and is lightly or never used by librarians, faculty, and students. Mid-size academic libraries face collection challenges unique to a mission that falls somewhere between that of the large research institutions and smaller liberal arts institutions. Where do they draw the line on depth of the collection? Should older now somewhat esoteric paper reference sets like the NUC be withdrawn to make room for more pressing needs? How does one decide? What are other libraries doing? The presenters share findings of a survey of 60 mid-size academic libraries on their perception of the continued utility of the NUC pre-56 set and their ultimate decision on whether to keep or discard the venerable NUC. The presentation is followed by a discussion of the considerations surrounding retention of many large, older finding aids (e.g., national bibliographies, Cumulative Book Index, etc.) by mid-sized institutions not mandated to have a comprehensive collection.

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John P. Abbott

Coordinator, Collection Management, Appalachian State University
John Abbott is Coordinator of Collection Management @ Appalachian State University, Boone, NC.  He previously served as North Carolina State University’s Associate Head of Collection Management with responsibilities for life sciences/agriculture, and as Texas A&M University’s... Read More →
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Allan Scherlan

Social Sciences Librarian, Appalachian State University
Allan Scherlen is the collections management librarian for the social sciences at Appalachian State University, Boone, NC. Allan has published articles on various issues related to collection management, publishing, open access, and international librarianship in Collection Development... Read More →

Friday November 9, 2012 2:15pm - 3:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

A Delightful Challenge: 330 days, an Extra $410,000 for Books, and No Staff Added

As a result of receiving an unexpected $410,000 for replacement materials, Phoenix Public Library needed to quickly identify how to develop targeted, community-based material purchases in a fraction of the usual time allotted to such a large project. Phoenix used collectionHQ™ and long standing vendor partnerships to select, order and receive approximately 20,000 book in under 260 days. This project increased annual purchasing by 7% without adding any new staff or releasing current staff from other duties.

Kathleen Sullivan, the Collection Development Coordinator for the Phoenix Public Library, will outline the steps used to accomplish this task with specific emphasis on using collectionHQ to define needs and the importance of developing successful vendor partnerships. Charleston Conference attendees will be asked to consider and discuss the implications of this project in light of continuing staff reductions in many Collection Development and Technical Services departments. They will also consider how the strategies incorporated into this project can be used in succession planning as current staff cycles out of the workforce.

The City of Phoenix has been awarded (July 15, 2012) an ICMA Center for Performance Measurement Certificate of Excellence for the library's use of collectionHQ and vendor partnerships.


Kathleen Sullivan

Collection Development Coordinator, Phoenix Public Library
Kathleen Sullivan has worked in public libraries for 40 where her primary responsibility has been as a collection management specialist. Currently, she is the Collection Development Coordinator for the Phoenix Public Library where she oversees the expenditure of a $4.7 million budget... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Francis Marion Laurens Room 387 King Street, Charleston, SC 29403

3:15pm EST

Building a Collective Collection in the Cloud

In the last decade, in research libraries, we have seen a shift in emphasis from print to electronic. Although print resources remain a critical part of research collections, there is increased pressure on most campuses to either cap or reduce the library’s footprint for print. At the same time, with the development of Google Books, the Internet Archive, and the HathiTrust, we have seen the emergence of true print surrogate collections in the cloud. Likewise we are also seeing a genuine push to develop shared print repositories at the regional or national level. Electronic collections, collections in the cloud, and shared print repositories have forced us to rethink “what is a collection” and how we build it.

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Aisha Harvey

Head, Collection Development, Duke University Library
Aisha Harvey joined Duke University Libraries in 2002.  In her current position as the Head of Collection Development, Aisha provides leadership, vision and strategic direction for the Duke University Libraries in the development and management of the libraries’ collections... Read More →

Lars Meyer

Director, Access & Resource Services, Emory University

Charles Spornick

Director, Services Division, Emory University
I am currently the interim head of the Services Division for the Woodruff Library- Emory's main library.   From 2004 through 2012 I was the head of collection management at Emory; from 1995 through 2004 I was the head of library’s Beck Center.   There he worked with worked... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

Case Studies in Monographs Deselection: Collaboration & Workflow Integration

Many libraries have begun to pursue monographs deselection projects, driven by low circulation rates and space pressure. Such projects take many different forms. Join us as we contrast a large-scale collaborative initiative and an ongoing individual library operation.
Collaboration: The Michigan Shared Print Initiative (MI-SPI) involves seven academic libraries, along with the Midwest Collaborative for Library Services (MCLS). Using data analysis tools developed by Sustainable Collection Services (SCS), MI-SPI identified candidates for removal from individual collections while maintaining a shared distributed collection among participants. The group plans to utilize these tools and processes to expand the cooperative effort. Two perspectives will be presented: a participant library with no pressures on collection space and the project facilitator.

Workflow Integration: Large-scale weeding, shared print and transfer projects can create major spikes in a library’s workload, even when batch processing and rules-based approaches are utilized. James Madison University (JMU) has chosen instead to flatten their deselection workload, by focusing on 2-3 subjects each year. This creates a smaller, more predictable workflow, and enables weeding and transfers to be integrated into routine operations. Potentially disruptive ad hoc projects are converted into a manageable part of the library’s annual workload. In this session, JMU and SCS will describe their ongoing collaboration, and the path toward routinizing deselection work.

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Cheri Duncan

Director of Scholarly Resources & Discovery, James Madison University
Cheri Jeanette Duncan is the Director of Scholarly Resources & Discovery at the James Madison University and a frequent presenter at professional conferences. For over 24 years, she has served in various positions and leadership roles within JMU Libraries, ranging from cataloging... Read More →

Randy Dykhuis

Executive Director, Midwest Collaborative for Library Services (MCLS)
Randy Dykhuis is Executive Director of the Midwest Collaborative for Library Services, a nonprofit, membership organization that provides libraries in Michigan and Indiana with a convenient, single point of contact for training, group purchasing and technical support for electronic... Read More →

Pamela Grudzien

Director of Acquisitions, Metadata and Resource Sharing Services, Central Michigan University Libraries
Pamela has many years of library experience in public services, collection development, resource sharing, and more recently, technical services.  This varied experience has provided her with a well-rounded perspective of academic library services, challenges, and opportunities. Her... Read More →

Rick Lugg

Partner, Sustainable Collection Services
Rick has worked with academic libraries since 1983. As a consultant and vendor, he has written approval  plans, streamlined workflows, evaluated collections, and designed library-friendly products and services. He holds an MLIS from Simmons College.  In 2007, Rick saw a growing... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Francis Marion Drayton Room 387 King Street, Charleston, SC 29403

3:15pm EST

Electronic Collection Puberty: Analyzing Awkward Changes in E-Book Collecting Strategies

Over the past several years, Utah State University Library has followed national patterns by rapidly developing our e-book collection to support the research and teaching needs of the university. In certain disciplines, however, we have been particularly aggressive, specifically, in psychology, environmental science, biology, and life sciences. These areas reflect several of the disciplinary strengths of our institution. Our question is whether or not, in the world prior to demand driven acquisitions, prospective buying of large amounts of content has had any effect on electronic collection use within disciplines. We will present an analysis of our overall e-book usage data from the past several years in order to ascertain whether our emphasis on electronic collection building in specific subject areas has resulted in a proportional increase in use in those areas. We will then compare these trends with print book use in the same subject areas, to see whether we were accurate in projecting that e-books would become the preferred format once they were more widely available. We will discuss the ways in which we have successfully changed our collection building patterns as well as areas where we can improve or where we may want to refocus our efforts. We will also share the challenges we faced in gathering and analyzing our data. Audience members will be encouraged to share their own thoughts on how to find the appropriate balance between print and e-book collection development for their institutions as well as how to think about e-book usage reports. Attendees can expect to learn about the challenges of e-collection assessment and will learn strategies that they can adapt to their own institutions.

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Jennifer Duncan

Head of Collection Development, Utah State University, Merrill-Cazier Library

Katie Wesolek

Electronic Collections Librarian, Utah State University
Katie earned her MLIS from Rutgers University in 2010 and began her position as the Electronic Collections Librarian at Utah State University in July 2012.  She is enjoying the challenge of her first faculty-level position in an academic library.

Friday November 9, 2012 3:15pm - 4:00pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401

3:15pm EST

If You've Got It, Flaunt It!

This session invites attendees to learn about turning underused collections into vibrant and relevant parts of the library through collaboration with key constituents in the academic and local community and staying true to the mission and vision.

Speakers will provide perspectives on reviving unique collections in the library that hold value and importance but have lost connection to the college curriculum and the undergraduate research on campus. The experience of learning about the community the collections are purposed to support, renewing the mission and vision in order to revitalize and rebuild the collections, and mapping the collection to the curriculum to ensure future relevance will be shared. The speakers will discuss strategies to work with faculty, colleagues, and administration to open the doors to collaboration and facilitate continual support from key stakeholders.
Jennifer Ditkoff, Head of Collection Development, will share her experience rebuilding the Keene State College Curriculum Materials Library. The CML, once a well funded, staffed, and utilized collection, became disconnected to the curriculum of the Education department and NH education standards. By engaging in a study on local curriculum libraries, collaboration with the Education department has been restored and the vision renewed.

Mason Library Archivist, Rodney Obien, will share his experience renewing the vision for special collections, reconnecting archival materials to the undergraduate curriculum and increasing access to special collections. The special collections now garner national recognition and resulting expansion of the collection has facilitated renovation of special collection space and development of a primary source information literacy curriculum.

Audience members will discuss strategies to envision their own spaces with new life and breath, highlighting the positives pieces within. They will also learn methods to develop their own library’s unique collection to become a relevant, well-used portion of the main library and throughout the campus community.


Jennifer Ditkoff

Head of Access Services and Collection Development, Keene State College
Jennifer Ditkoff is the Head of Access Services and Collection Development at Keene State College's Mason Library. Her BA is from Saint Michael's College and her Masters in Library & Information Science is from Syracuse University. She has worked in all types of libraries. Her research... Read More →

Rodney Obien

Archivist / Assistant Professor, Keene State College
Rodney Obien is currently the Archivist and Assistant Professor at the Wallace E. Mason Library, Keene State College in Keene, New Hampshire. Obien served prior as the Curator of Special Collections and Archives at Worcester Polytechnic Institute (Worcester, Mass.). Obien holds B.A... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

Is Your Content Experiencing an Identity Crisis?: Addressing the Pain Points of Classification

The publishing Industry is experiencing an exponential growth in new product offerings. With each new product, we are seeing a constant struggle in meeting the content classification requirements set forth both internally by the publisher, as well as those needed by external distributors. How can this information management become a functional, consistent, and efficient system, blending both the publisher’s internal needs as well as the needs of the users?

Forming a strong content strategy plan is crucial for gaining as much exposure as possible. Striving to improve usability of the content, while also creating a cutting-edge search functionality and improved “findability”, should be the key initiatives of every plan.

This discussion strives to address some of the key issues in content classification and management.

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Todd Carpenter

Executive Director, NISO

Myung-Ja (MJ) Han

Metadata Librarian, University of Illinois at Urbana-Champaign
Myung-Ja K. Han is Metadata Librarian and Assistant Professor, University Library at the University of Illinois at Urbana-Champaign. Her main responsibilities consist of developing application profiles for digital collections, creating metadata for digital resources, and evaluating... Read More →

Maureen Huss

Senior Product Operations Manager, OCLC
Maureen has held positions at OCLC for more than 17 years.  In her current position, Maureen leads a team of catalogers that create WorldCat bibliographic records in over 30-languages for all types of resources including print, digital, and electronic. The team works directly with... Read More →

Lindsay Johnston

Managing Director, IGI Global
Ms. Johnston is currently the Managing Director at IGI Global, an academic reference publisher based in Hershey, Pennsylvania. During her time at IGI Global, she has procured hundreds of titles within five separate imprints and has made significant contributions to content strategy... Read More →

Margaret Wayne

Section Head, Benelux, France, and Italy Section ; African, Latin American, and Western European Division, Library of Congress

Friday November 9, 2012 3:15pm - 4:00pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

3:15pm EST

Positive Feedback: Using Interlibrary Loan Data to Enhance Collections and Collection Development Practices

Interlibrary loan data for book titles can reveal much about how well a library collection is meeting the needs of its users. They can also serve as informative feedback for modifying collection development decisions. Brown University and the College of New Jersey independently studied their local ILL borrowing data in an effort to enhance their collections and improve their collection development practices.

At Brown University, researchers focused on faculty borrowing data with the intent of identifying gaps in the collection from the faculty perspective. Utilizing MarcEdit and Excel, faculty ILL requests covering the period from 2008 through 2011 were compared against the library’s holdings and then analyzed by requesting department, publication date, publisher, language and subject classification. This presentation will summarize the result of the analyses and how they affected purchasing decisions, collection development, and the communication dynamic within the library and with academic departments.

At the College of New Jersey, researchers examined the relationship between books borrowed and books subsequently bought, likewise looking to refresh the dialogue between selectors and patrons. Researchers sought to answer two fundamental questions: What do ILL book requests and circulation data tell us about our collection and our patron needs? Can these data help us shape our collection development policies to better serve our patrons? To answer these questions, several comparative analyses were completed using recent ILL and circulation data to determine the effectiveness of purchasing methods and to examine differences in usage patterns and subject interests among undergraduates, graduate students, and faculty.

Both presentations will demonstrate the benefits of using ILL data to enhance collections and collection development practices.

avatar for Forrest Link

Forrest Link

Acquisitions Librarian, The College of New Jersey
Forrest has been the Acquisitions Librarian at TCNJ since 2010.  His research interests include collection development and assessment and ebook applications.   Prior to his appointment at TCNJ, he was a vendor rep for Blackwell Book and Midwest Library Service.  A lifelong resident... Read More →

Teresa Negrucci

Resource Acquisition and Management Librarian, Brown University
Teresa Negrucci currently serves as the Resource Acquisition and Management Librarian at Brown University. Prior to her appointment at Brown, Teresa was the Collections Management and Assessment Librarian at Colorado State University, Fort Collins. During her tenure as Research Associate... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Courtyard Marriott Magnolia Room 125 Calhoun Street, Charleston, SC 29401

3:15pm EST

Statistics and Stories: Measuring the Impact of Information Access in Two Different Ways

It is 10 years since Research4Life’s HINARI programme first leveraged the resources of the World Health Organisation, Yale University Library, and six leading medical publishers to provide developing world institutions with free or low cost access to a body of the world’s most important published medical research. During that time the programme has proved hugely successful, as judged by such metrics as number of participating publishers, number of contributed journals and other information resources, and number of institutions registering for access.

Efforts to measure the impact on recipient communities of the newly available research have been undertaken on two fronts – bibliometric analysis and the collection of individual testimonies and case studies. Methodological challenges have prevented what bibliometric analyses that have been conducted so far from reaching firm conclusions about impact. With these methodological issues firmly in mind, Research4Life has gathered a team of specialist bibliometricians and analysts among its library and publisher partners to develop a specification for the most rigorous attempt yet to measure the impact of access to Research4Life content in terms of quantity and quality of research output.

In addition to developing statistical analyses however, we have also taken seriously the narrative power of true stories as a powerful indication of the impact that our programmes have had in the field. This presentation will discuss some of the impacts revealed by these case studies (now collected together in a published booklet) and the background to how they were developed, as well as providing an introduction to our plans for a bibliometric impact analysis and the work we have undertaken so far.

avatar for Daniel Dollar

Daniel Dollar

Director of Collection Development, Yale University Library
Daniel Dollar is the Director of Collection Development for the Yale University Library. As the library’s chief collection development officer, Daniel leads and coordinates collection activities in all formats, and manages the collection development budget. In addition, he represents... Read More →
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Richard Gedye

Director of Publishing Outreach Programmes, STM
RICHARD GEDYE has worked in academic journals publishing since 1986, firstly at Macmillan. In 1991 he joined Oxford University Press where he held a number of positions, including director of sales, marketing, and research. In 2002 he helped found COUNTER, an international organisation... Read More →

Emily Gillingham

Director, Library Relations, Wiley

Friday November 9, 2012 3:15pm - 4:00pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403

3:15pm EST

Wasted Words? Current Trends in CD Policies

Slides Set 1           Slides Set 2


Are collection development policies viable today? In order to answer that question, librarians at the University of South Florida, Tampa Library sent out a survey to all academic ARL Libraries to obtain a holistic picture of academic collection development policies, how they are changing due to the abundance of electronic resources and new methods of data-driven acquisition. The transition to electronic resources and the changing role of the collection development librarian are having a tremendous impact on the manner by which libraries select and acquire new materials. The goal of this research project further elucidates the current trends of collection development policies in academic libraries as well as gauge current use and efficacy. The survey and the analysis of the results will be revealed.In contrast, the Ottenheimer Library at the University of Arkansas at Little Rock is rewriting, revising, and expanding its collection development policy. One impetus to begin the revision emerged from recommendations made by a team of library staff who conducted the Association for Research Library’s (ARL) Collection Analysis Project (CAP) from 2009 to 2011. The Library is still in the initial stages of the revision project and is committed to completing it. This presentation will outline the reasons for the commitment and the benefits anticipated or already realized by participating in this process.


Maureen James

Collection Development Librarian, University of Arkansas at Little Rock Ottenheimer Library
Maureen is the Collection Development Librarian at the University of Arkansas at Little Rock. She is an avid gardener and loves to cook.
avatar for Audrey Powers

Audrey Powers

Associate Librarian, University of South Florida
I am an Associate Librarian at the University of South Florida. Currently, I work with students and faculty in The College of The Arts, but in my former life I was a Science librarian. These very different roles have provided me with the unique opportunity to work with researchers... Read More →

Donna Rose

Head of Cataloging, University of Arkansas at Little Rock Ottenheimer Library
Donna Rose is the Head of Cataloging at Ottenheimer Library at the University of Arkansas at Little Rock. She holds a MLIS from Vanderbilt University/George Peabody College. 

Megan Sheffield

Assistant Librarian, University of South Florida
avatar for Matt Torrence

Matt Torrence

Associate Librarian, STEM Librarian, University of South Florida
I currently serve as the STEM (Science, Technology, Engineering, & Mathematics) Librarian at the University of South Florida, Tampa Library. Along with the rest of the library professionals and subject specialists, I provide information expertise to students and faculty, with a special... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
School of Science and Mathematics Building Room 138 202 Calhoun Street, Charleston, SC 29401

5:45pm EST

Collections Management for Newbies

Managing collections can be challenging for even the most experienced professional, so it’s not surprising that newly minted collections managers often feel overwhelmed. This session is geared toward librarians who are new to collections management and provides perspectives from both a seasoned collections management librarian and a relative newcomer to the field. By sharing examples from their individual institutions, the presenters will discuss first-year expectations, valuable management resources, approaches to managing collections, relationship-building with stakeholders, resource challenges, change management, financial constraints, collaborative collection development, and more. Attendees will be encouraged to ask questions, including topics of interest to them such as budgeting, licensing, cancellation projects, and weeding.


Kathleen Carlisle Fountain

Head of Collection Development, Washington State University Vancouver
Kathi  is a public services-turned-collections librarian. She manages the day-to-day collections operation of a small regional library of Washington State University, located outside of Portland in Vancouver, Washington. Kathi has a variety of public-services and collections-oriented... Read More →

Kathleen Spring

Collections Management Librarian/Associate Professor, Linfield College
Kathleen Spring is Collections Management Librarian/Associate Professor and DigitalCommons Coordinator at Linfield College. Prior to beginning a career in libraries, Kathleen taught speech communication at Eastern Oregon University, Suffolk County Community College, and Hofstra University... Read More →

Friday November 9, 2012 5:45pm - 6:30pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403

5:45pm EST

Ebooks for All: Working to Establish an Ebook DDA Program Within USMAI

Slides Set 1   Slides Set 2

The University System of Maryland and Affiliated Institutions (USMAI), a consortium of public university and college libraries in Maryland, is investigating the possibility of establishing a viable consortial ebook DDA program. While several member Libraries have established individual DDA programs, this effort represents the consortium’s initial investigation and discussion regarding an ebook DDA program. Because a central aspect of the mission of USMAI is to provide unified, cost effective and creative approaches to the acquisition and sharing of information and knowledge resources across member libraries, it only makes sense that we would be investigating a consortial DDA program. Additionally, as other libraries and library groups in Maryland (academic, public, and school), consider how best to offer access to ebooks for their users, any work USMAI does has the potential to benefit the larger statewide library community. Several librarians at the University of Maryland, Baltimore County (UMBC) have been involved in gathering information to share with the directors and member libraries. We will share the results of our search for a model beyond the standard multiplier approach as well as where we are and next steps. Because DDA models are evolving, we hope the audience will ask questions and be able to share their experiences with consortial DDA programs.


Lynda Aldana

Head of Technical Services & Library IT Services, University of Maryland, Baltimore County
Lynda Aldana has been the Head of Technical Services at the University of Maryland, Baltimore County (UMBC) since March 2009. Prior to working at the Albin O. Kuhn Library, she worked as the Coordinator for the Cataloging Department at the Milton S. Eisenhower Library at Johns Hopkins... Read More →

David Swords

Director of Consortium Sales, ProQuest
David Swords is Vice President of Sales and Marketing for Ebook Library and has worked with academic and special libraries for 15 years.  He is the editor of Patron-Driven Acquisitions:  History and Best Practices, published by Walter DeGruyter in late 2011.  Swords has a Ph.D... Read More →

Joyce Tenney

Associate Director, University of Maryland Baltimore County
Joyce Tenney is an Associate Director at University of Maryland, Baltimore County (UMBC). She has been at UMBC since 1975 in varying capacities. Currently, she is responsible for Serials, Access Services and various e-resource functions including licensing. She attended UMBC for... Read More →

Friday November 9, 2012 5:45pm - 6:30pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

5:45pm EST

Patron-Driven Acquisition at DePauw University (2009-12)

DePauw University has routinely used faculty collaboration, book reviews, patron-input and other conventional methods to make informed selections for its collections. Like most academic libraries however, there is still a need to re-assess our operations and adopt newer tools to alleviate the rising cost of books. One of such options is Patron-Driven Acquisitions (PDA). This is in part a direct response to the large number of loan requests and non-circulating titles. The PDA uses periodic data to identify quality books of an interdisciplinary nature that were frequently requested via inter-library loan (ILL). For the past three years, De Pauw University libraries have strengthened its collections using the PDA approach. In order to ensure that selection is limited to only quality, cross-disciplinary titles linked to subjects taught and researched, only faculty and student requests of print materials were used in this initial project.. This paper will analyze and discuss with other conference participants, the benefits and drawbacks of DePauw University’s use of PDA over the last three years.

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Joyce Dixon-Fyle

Joyce is an academic librarian (Professor) and Coordinator of Collection Development at DPU, where she has worked for many years. She earned both Ph.D. (French Literature)and MLS degrees from Indiana University, Bloomington, IN. Her primary services include assessing and selecting... Read More →

Friday November 9, 2012 5:45pm - 6:30pm EST
Francis Marion Drayton Room 387 King Street, Charleston, SC 29403

5:45pm EST

Print Journals – Save Space, Improve Access through Shared Collections

Usage statistics show ever-increasing reliance on online journals in academic libraries – so who needs print collections? Interlibrary loan data reveal continued demand for older print titles, thus most academic librarians hesitate to withdraw print volumes for titles lacking online surrogates. Libraries are torn between the seemingly conflicting goals of alleviating crowded stack space yet trying to speed delivery of articles from print journals to patrons.

Addressing these needs, members of the Maryland Digital Library, the state’s consortium of public and independent academic libraries, devised the “Shared Distributed Journal Collections Project.” Launched in 2010, the project’s goals are: to improve access to print journals held in partner libraries; to save space in crowded collections; to realize cost savings; to provide rapid electronic delivery of articles to end users; and to preserve access to information.

Fourteen of the fifty consortium members joined initially, each one selecting approximately 20 titles and committing to retain them in print or microform until 2020. To expedite access, they promised to deliver requested articles electronically and to maintain their holdings information in a shared document. After the first year of operation, the project coordinator analyzed statistics submitted by partners on five measures of assessment centering on cost savings and lending activity.

How many requests were processed among the participants? How many titles were weeded, and what cost savings accrued? Who benefited most from the project? What policies govern the program? The audience will learn about these issues in the session and will take away tips on establishing a similar cooperative venture. The presenter will elicit discussion on challenges and possible solutions for launching and promoting a shared journal collection project among disparate types of academic libraries.

avatar for Barbara Snead

Barbara Snead

Interim Co-College Librarian, Goucher College
Library administration, collection services, electronic resources.

Friday November 9, 2012 5:45pm - 6:30pm EST
Francis Marion Laurens Room 387 King Street, Charleston, SC 29403

5:45pm EST

The Buck Stops Here: The Importance of ROI and How to Demonstrate Value in a Corporate Library Setting

With the economic downturn libraries need to show a return on investment on each dollar they receive, especially within the collection development budget. Library's collection development decisions for e-journal and e-book purchases need to be based on detailed analytics, e.g., review of usage statistics reports and cost-per-use calculations. The process of gathering statistics from dozens of supplier platforms and then creating custom cost-per-use reports is manual and time consuming. Additionally, in a corporate library settings, ad-hoc reporting, historical trending bears significance. At the end of 2010, the Library acquired a product, called SwetsWise Selection Support, to be implemented in 2011. The benefit of the new product was that it could "gather stats" automatically. Additionally, the Library staff did its own customization and imported historical data for creating trending reports for budget analysis and uploaded cost and usage data for ebooks.

The presenters will discuss the importance of libraries showing ROI and how the library creatively put together a product they needed in order to proves it value to its financial and upper management teams. The presenters would also like to open a discussion of how other libraries are showing their return on investments.


Marija Markovic

Team Leader, Portfolio Management, Abbott Laboratories
Marija Markovic is Team Leader, Content Portfolio Management at Abbott Laboratories library.  Her responsibilities include e-journal and e-book portfolio lifecycle management, contract negotiations,  forecasting resource allocation and oversight of the Technical Services team. In... Read More →
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Christine M. Stamison

Senior Customer Relations Manager, Swets
Christine Stamison, Senior Customer Relations Manager for Swets, has worked in various positions in the subscription agent industry for the past 20 years. Previously, she worked for 13 years in academic libraries, primarily in Serials, at both the University of Illinois at Chicago... Read More →

Qinghua Xu

Associate Information Scientist, Abbott Laboratories
Qinghua Xu joined Abbott Laboratories as the Associate Information Scientist in 2011. In this role, she administers the integrated library system and link resolver, and troubleshoots online journal and book access.  She is also responsible for the development and regular reporting... Read More →

Friday November 9, 2012 5:45pm - 6:30pm EST
Francis Marion Rutledge Room 387 King Street, Charleston, SC 29403
Saturday, November 10

11:15am EST

Copyright & the Cloud: Publishing, Content Workflow and Licensing

Todd Carpenter's Slides               Michelle Norell's Slides

Franny Lee's Slides                       Ronda Rowe's Slides

Wide and cheap availability of cloud-based media services is upon us. With the transformations these services are already bringing to the consumption of music, video and interactive media, change has likewise come to educational and professional workflows: Documents in 2012 are read, written, collaborated on, and distributed anywhere an Internet-enabled device can reach. Among research institutions and other knowledge-intensive enterprises (e.g., R&D units, medical research teams, on-campus etc.), widespread adoption of this new cloud functionality will bring dramatic changes in the ecology and characteristics of content use and re-use. Repertory-style licensing is already an important component to facilitate this shift in knowledge workers’ and researchers’ workflows. Indeed, as cloud-based content usage increases, repertory-style licensing will likely become an ever more critical and indispensable part of the toolkit for collaboration and content-sharing.

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Todd Carpenter

Executive Director, NISO
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franny lee

GM and VP SIPX (Co-Founder), SIPX (ProQuest, Ex Libris)
Franny Lee is GM and VP ProQuest SIPX and leads the team.  Franny is dedicated to harnessing technology to make content, copyright and education more accessible and affordable. She is a frequent speaker and writer on the emerging issues at the intersection of campus needs, libraries... Read More →

Michelle Norell

Senior Account Manager, Strategic Accounts, Copyright Clearance Center
Michelle Norell is Senior Account Manager for Strategic Accounts at Copyright Clearance Center, a not-for-profit global rights broker for the world’s most sought after materials, including in- and out-of-print books, journals, newspapers, magazines, movies, television shows, images... Read More →
avatar for Ronda Rowe

Ronda Rowe

UT System Licensing and Communications Librarian, University of Texas at Austin
Ronda Rowe is the UT System Licensing and Communications Librarian for the University of Texas Libraries at the University of Texas at Austin. In this position, she is responsible for developing and implementing effective and efficient license negotiations and processing for the... Read More →

Saturday November 10, 2012 11:15am - 12:00pm EST
Courtyard Marriott Fountain Courtyard 125 Calhoun Street, Charleston, SC 29401

11:15am EST

Exploring Concepts of “Collection” in the Digital World

This concurrent session will describe an ongoing doctoral research project, supported by the British Library, which explores the concept of the library collection in the digital world. Based on interview and survey data collected from library and information practitioners, people working in social enterprises, faculty members and policymakers, three interpretations of “collection” will be suggested: collection as thing, collection as access and collection as process. The presentation will propose a revised collection development hierarchy which incorporates these three concepts, outlining the potential impact of these ideas on collection development strategies, tactics and operations in the digital world.


Angharad Roberts

Postgraduate Research Student, University of Sheffield
Angharad Roberts is a postgraduate research student working towards a PhD at the University of Sheffield's iSchool. This research is funded and supported by the British Library. The project aims to develop a conceptual approach to the library collection in the digital world, using... Read More →

Saturday November 10, 2012 11:15am - 12:00pm EST
Francis Marion Rutledge Room 387 King Street, Charleston, SC 29403

11:15am EST

How to Build a Better Mousetrap or Developing an Easy, Functional ERM

In today’s electronic resources world, we are faced with a multitude of ERM products to evaluate and consider for purchase. If a library chooses a commercial product, it requires thousands of dollars not only to purchase the product, but to populate the data as well. Often, our internal customers find these products too difficult to use and interpreting the ERM fields is challenging. Alternatively, if an open source product is chosen, that library would still have to invest hundreds of man hours in order to configure the product to the individual library’s needs. Often the data provided in the open source products are important to ER librarians, but do not necessarily get at the heart of what a subject selector needs to make informed decisions when evaluating resources. In short, when it comes to licensing and understanding ER information, subject specialists and ER librarians often experience a disconnect over what information is really important, and subject specialists often depend on the ER librarian for interpretation.

At the University of Houston, we responded to our subject specialists’ needs to have relevant and up-to-date licensing information by building a better mousetrap, or ERM tool, which we have called the Electronic Resources Licensing Repository (ERLR). We used ERMI definitions to determine the fields for the repository and built the tool in-house. The ERLR is not meant to supplant the ERM we currently use, but rather to give subject specialists access to relevant information quickly and easily. Also, the ERLR contains additional information not typically found in commercial ERM products.

This presentation will discuss how we designed and built our ERLR, how we populated both the ERLR and our ERM, and share feedback survey data we gathered from the library’s internal customers on the usefulness of the ERLR.

avatar for Kelsey Brett

Kelsey Brett

Discovery Systems Librarian, University of Houston Libraries
Discovery Systems Librarian at the University of Houston
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Jeannie Castro

Electronic Resources Coordinator, University of Houston
University of Houston
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Rachel Vacek

Head of Design & Discovery, University of Michigan Library
Rachel Vacek manages the Design & Discovery department that provides development, design, content strategy, user research, digital accessibility expertise, and UX strategy across the entire University of Michigan Library web presence. She has previously worked at the University of... Read More →

Saturday November 10, 2012 11:15am - 12:00pm EST
Francis Marion Colonial Ballroom 387 King Street, Charleston, SC 29403

11:15am EST

Radical Collaboration with the Getting It System Toolkit

Learn how to apply GIST to streamline local and cooperative acquisitions, collection development and evaluation, discovery, gift, interlibrary loan, and weeding workflows. Want to transform your acquisitions, collection development and interlibrary loan operations, but not sure how to start? Learn how to develop strategies for implementing the Getting it System Toolkit - a tool designed to reshape your library’s acquisition and collection development workflows. GIST for ILLiad was released in 2009 and allows acquisitions and interlibrary loan to work together, while also encouraging end-users to discover full-text from Google, Hathi, and other providers. In addition, in 2010, the GIST Gift and Deselection Manager was released - a tool for streamlining gift processing and batching collection evaluation workflows. Lastly, the GIST Acquisitions Manager was released in 2012 and is designed to work with various services and systems such as GOBI, ILLiad, OCLC, CCC Get It Now, Amazon, and many more. The session will describe how to implement these tools and bring together stakeholders from your library (as well as from across multiple libraries) with customized workflows that save staff time, increases collection diversity and value, and easily coordinates collection development.

avatar for Cyril Oberlander

Cyril Oberlander

Director, Milne Library, SUNY College at Geneseo
Cyril Oberlander is the Director of Milne Library at the SUNY College at Geneseo since April, 2012, and was previously the Interim Director since January 2011, and before that the Associate Director of Milne Library since January 2008.  Prior to that, he was the Director of Interlibrary... Read More →

Saturday November 10, 2012 11:15am - 12:00pm EST
School of Science and Mathematics Building - Auditorium 202 Calhoun Street, Charleston, SC 29401

11:15am EST

Smart Pull for Remote Storage: How to Keep (Mostly) Everyone Happy When Making a Large Collection Move to Remote Storage

This session describes a project at Kent State University to selectively move 600,000 monograph volumes to remote storage in seven weeks. The “smart pull” was performed on a database extraction based on a variety of criteria including use, publication year, and subject. Using nine crews with laptops, a storage vendor scanned 1.2million item barcodes at the shelf in order to find the 600,000 items that met the extract criteria; these found items were boxed and moved directly to storage. The library staff did not have to sort or move anything. The resulting collection left in the stacks contained those books with the most recent publication dates, the highest circulation counts, and the most important subjects – across the entire range of LC call numbers. No entire call number ranges were displaced in the process. The remaining collection is half the size, but is twice as focused and dynamic.


Tom Klingler

Assistant Dean, University Libraries, Kent State University
Having worked in libraries since the days of token-ring CD-ROM networks and paper card catalogs, Tom Klingler has been around the proverbial library block.  He has worked in public services, systems, collections, and technical services; has dealt with a myriad of automation projects... Read More →

Saturday November 10, 2012 11:15am - 12:00pm EST
Courtyard Marriott Ashley Room 125 Calhoun Street, Charleston, SC 29401