32nd Annual Charleston Conference Issues in Book and Serial Acquisition

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MA: Management-Organization-Workflows [clear filter]
Thursday, November 8

12:30pm EST

E-books… It’s Been 12 Years, Now What? A Panel on Strategic E-book Acquisition and the Future

This interactive session will take a look back at the past 12 years of the e-book industry: where it started, what’s happened since then, and what we can look forward to in the future. Earlier in 2012, ebrary announced a new approach to strategic e-book acquisition involving three steps: Transition, Diversify, and Streamline.  Prior to this, several converging factors in the industry made strategic e-book acquisition possible: the number of books published electronically is at an all-time high; there are now a number of different acquisition models, and solid usage data is available since e-books have been on the market for more than a decade. Moreover technology in the consumer market for e-resources has exploded; we’ll examine those milestones and how they impacted not only ebrary but the e-book industry as a whole and how they got us where we are today.  

ebrary will present alongside YBP, San Jose State University, and University of Notre Dame while deep-diving into the second strategic step, Diversification, which will provide key insight for libraries by looking at usage statistics specifically from the schools represented and using them to expand other acquisition models in both higher and lower use subject areas. The discussion will involve current library challenges and the most efficient and strategic solutions for solving them. Active audience participation will also be encouraged in soliciting attendees’ perspective on these matters in their own libraries.

Participants will leave the session with a better an interesting take on the history of e-books, the challenges being faced in acquisitions, and what we have to look forward to in the future that will enhance acquisition and provide the greatest return on their investment.

avatar for Kristine Baker

Kristine Baker

VP Inside Sales & Consortia, GOBI Library Solutions from EBSCO

Matt Barnes

Vice President, Marketing, ebrary
As Vice President of Marketing for ebrary, Mr. Barnes leads strategic marketing, communications, product marketing, and partner relations. In this role he is focused on ensuring ebrary develops products and services that help libraries deliver relevant content to their patrons in... Read More →
avatar for Carole Correa-Morris

Carole Correa-Morris

Director of Technical Services, San Jose State University Library
Carole has worked at the San Jose State University Library for over 25 years, and is currently the Director of Technical Services. Her special interests include streamlining of ebook workflows and demand driven processes.  She enjoys investigating new library technologies and material... Read More →
avatar for Laura Sill

Laura Sill

Head, ILL & Acquisitions Services, University of Notre Dame

Thursday November 8, 2012 12:30pm - 2:00pm EST
The Mills House, Signer's Ballroom 115 Meeting Street Charleston, SC 29401

12:45pm EST

Get Your ERM Affairs in Order

What does it take to manage electronic resources effectively? When faced with a myriad of detailed tasks required for e-resource management, how do you set your priorities and choose what to do first?

When e-resources first arrived, managing these volatile and expensive additions to your collection was probably manual and definitely time consuming. Then homegrown (often multiple!) software solutions and ERM systems became popular options to handle the increasing volume of e-resources. Now it’s time to apply knowledge from current practices and years of experience and re-envision how to manage e-resources.

New systems promise improvements that libraries should be prepared to take advantage of, but in the meantime there are short-term strategies that can help libraries get their ERM affairs in order and achieve greater success. Learn what works, what doesn’t work, and benefit from lessons learned over a decade of struggling to get on top of it all.

The session will start with a data and literature review of the current state of e-resource management. Results of recent library projects examining workflows in the interest of efficiency and better services for patrons will be shared by presenters with deep experience with implementation of e-resource management systems.

Attendees should be prepared to share their stories, articulate their challenges and describe their current solutions. This discussion will be synthesized by the group to discover what information is most critical to organize and store centrally for immediate efficiencies, the unresolved pain points that require re-envisioning systems, and how to best prepare for the future.

Finally, through examining examples of existing workflows and their value streams, the group will determine if specific workflow steps are adding value for patrons or just taking time. 

avatar for Ashley Bass

Ashley Bass

Senior Product Manager, Serials Solutions
Ashley Bass is a Senior Product Manager at Serials Solutions and is responsible for the product lifecycle of several e-resource management and assessment services for library collection management. Ashley works with many libraries around the world, providing technical information... Read More →
avatar for Phyllis Kaiden

Phyllis Kaiden

Sr Product Manager, Serials Solutions
Phyllis Kaiden is a Senior Product Manager for Serials Solutions. In her current role, she is defining the vision and product requirements for Serials Solutions Intota™. Phyllis is a professional librarian with experience in public and academic libraries. She has held positions... Read More →
avatar for Anne Prestamo

Anne Prestamo

Assoc Dean for Collection and Technology Services, Oklahoma State University
Anne Prestamo is Associate Dean of Libraries for Collection and Technology Services and the Claud D. Kniffin Professor of Library Service and Education at Oklahoma State University.  A significant portion of her responsibilities focus on evaluation and implementation of electronic... Read More →

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

12:45pm EST

Using Technology to Facilitate Technical Services Workflows

Managing workflows in a complex and evolving environment is a challenge for technical services librarians. By taking advantage of technology, technical services librarians at the University of Houston Libraries currently develop and revise workflows using tools such as Google docs, Microsoft Outlook tasks, and Drupal-based forms. By embracing technology and harnessing the power of these tools, the UH librarians are able to successfully pair effective communication with a high-level of transparency. The Assistant Head of Acquisitions and the Electronic Resources Coordinator will talk about their experiences in creating workflows using a variety of products, as well as sharing their analysis of the limitations of each tool. Additionally, they will also share their experiences training technology-shy staff and workflow-resistant public services librarians on the newly developed workflows. Highlighted projects to be discussed will include a project to move print titles to online, a project to set up the online portion of print plus online titles, and a project to run three serials reviews in 2012. The UH librarians will lastly touch on how these programs have helped to improve communication and to create a better sense of appreciation between technical services departments as well as improving communication between technical services and public services.

avatar for Jeannie Castro

Jeannie Castro

Electronic Resources Coordinator, University of Houston
University of Houston
avatar for Kelli Getz

Kelli Getz

Assistant Head of Acquisitions, University of Houston
University of Houston

Thursday November 8, 2012 12:45pm - 2:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

12:45pm EST

What Do Publishers Do (and Why Does It Cost So Much)?  What Librarians Need to Know About the Business of Publishing Today

How are prices typically calculated and decided?  Without disclosing business secrets of any particular company, we will review the economics of scholarly publishing today.  What value do editors and other publishing employees add?  What effects do increasing price/cost pressures have on product quality, and does it really matter?   How does the larger ecosystem of a publishing company affect pricing?  Are the approaches of for-profit and nonprofit companies fundamentally different?  How much do publishers save by publishing in e-formats, and are the savings being passed along to customers?  What is a sensible approach as a library customer to deciding whether or not prices are fair?  Are self-publishing and open-access models cheaper and poised to challenge the power of corporate publishing?  Publishing veterans with long experience in both commercial and university-press scholarly publishing attempt to address some issues clearly and squarely that publishers and librarians don’t talk about enough with each other.



Ellen Faran

Director Emerita of the MIT Press, Project Manager, UPScope
Ellen W. Faran recently retired as Director of the MIT Press and now does consulting work in publishing. She has over forty years’ experience in trade, professional and scholarly publishing; her previous employers include Houghton Mifflin; Farrar, Straus & Giroux; HarperCollins... Read More →

Michael Magoulias

Journals Director, University of Chicago Press
Michael Magoulias began his publishing life as a sub-editor on British Vogue and Tatler. His subsequent career has been devoted to the sustaining rigors of academic and professional publishing, including Gale Research, Chadwyck-Healey, and Encyclopaedia Britannica. He spent 14 years... Read More →

Sylvia K. Miller

Project Director, University of North Carolina Press
Sylvia K. Miller has nearly three decades of experience in scholarly publishing.  Specializing in acquiring and developing encyclopedias, she was involved in some of the earliest digital reference publishing at Scribners in the 1990s and went on to spearhead online reference as a... Read More →

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

12:45pm EST

What’s the Value of the E-Resources Librarian?

Although electronic resources management librarians are charged with managing collections that continually consume an ever-increasing chunk of their libraries’ financial resources, much of the work they do is behind-the-scenes. This lively lunch will feature discussion about the ways in which electronic resources librarians contribute to the value of their libraries’ collections and services. Participants will be encouraged to brainstorm new ideas for demonstrating that value in a challenging economic and assessment environment.


Gayle Baker

Professor/Electronic Resources Coordinator, University of Tennessee Libraries
University of Tennessee Libraries
avatar for Rachel Fleming-May

Rachel Fleming-May

Associate Professor, School of Information Sciences, The University of Tennessee
Rachel Fleming-May is an Associate Professor in the University of Tennessee’s School of Information Sciences. Her research and teaching interests include assessment, academic librarianship, and the intersection of creative writing and information
avatar for Jill Grogg

Jill Grogg

Strategist, Content & Schol Comm Initiatives, LYRASIS
Jill Grogg is a Strategist with the Content & Scholarly Communication Initiatives team at LYRASIS. Previously, she was electronic resources coorindator at The University of Alabama Libraries for over a decade.

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

2:15pm EST

A Conversation With Technical Services Librarians and Publishers: A Workshop on Process Enhancement

Publishers often lack insight into the role of Technical Services Librarians, and conversely T.S. Librarians all too often lack information about Publishers that would lead to quicker problem resolution.  The goal here is to map out a standard practice of interaction between Technical Services Librarians & Publishers, so that we can have better communication, and ultimately better service for our patrons and customers.  Library practices vary from one institution to another.  Practices will vary by size of the library, size of the publisher, how serials or ebooks are paid for (subject fund, centrally) and who initiates requests (subject specialists, patron-driven acquisition).  Some items to discuss: How are cancellations handled? What are the most effective communication pathways? How are policies/changes made (e.g. role of advisory boards in this process)?  Having libraries learn about what are the most effective ways to communicate with publishers would be helpful to attendees.

avatar for Jane Bethel

Jane Bethel

Electronic Resources/Reference Librarian, US Environmental Protection Agency
As a UNC-Chapel Hill School of Information and Library Science librarian, Jane is contracted by the US Environmental Protection Agency (EPA) in Research Triangle Park (RTP), North Carolina. Jane earned her MLIS degree from Dominican University in River Forest, IL. She has managed... Read More →
avatar for Margaret Hogarth

Margaret Hogarth

Resource & Acquisition Team Leader, Claremont Colleges Library
Margaret Hogarth is the Information Resources Acquisitions Team Leader at the Claremont Colleges Library, where she works with electronic resources, acquisitions and STEM-related services. She has an MLIS from California State University, San Jose and a Masters in Environmental Studies... Read More →

Beth Hoskins

Library Relations Coordinator, Duke University Press
Beth Hoskins has worked at Duke University Press for 10 years. She has held positions dedicated to supporting library customers in the customer service, journals marketing, and library relations departments. 

Mark Johnson

Director, Publisher Relations, HighWire
avatar for Alexis Manheim

Alexis Manheim

Head, Acquisitions Department, Stanford University Libraries
Alexis Manheim joined the staff of the Acquisitions Department in the Stanford University Libraries as the Electronic Resources & Technology Librarian in 2010. After starting her career working in reference and government and legal information, she made her way into technical services... Read More →
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 →

Albert Sciamanna

Vice President Customer Service and Fulfillment, SAGE Publications
Albert Sciamanna heads up SAGE's customer service and fulfillment related teams. He has been with SAGE for 8 years and has supported SAGE in setting up back office and customer service procedures while making the change to a more electronically driven environment. Prior to joining... Read More →
avatar for Anneliese Taylor

Anneliese Taylor

Head of Scholarly Communication, University of California, San Francisco

Barbara Walker

Content Licensing and Sales Manager, FASEB Office of Publications

Thursday November 8, 2012 2:15pm - 3:00pm EST
School of Science and Mathematics Building - Auditorium 202 Calhoun Street, Charleston, SC 29401

2:15pm EST

Beyond Implementation: Making Your ERMS Work for You

The University of Notre Dame started building CORAL, a modularized open source ERM, over two years ago.  Implementation caused workflow changes, including deeper information sharing with stakeholders, enhanced record-keeping, and increased efforts and options for institutional knowledge storage.  Likewise, American University, after learning about CORAL’s workflow utilities, implemented the Resources module to solve ongoing and emerging workflow issues when responsibility for some e-book ordering shifted from the ERM unit to the Acquisitions unit. Learn how ERM practices were enhanced and expanded at the two Libraries through the use this flexible system.  


Andrea Langhurst

Program Director, Resource Acquisitions & Discovery, University of Notre Dame
Andrea Langhurst is currently Program Director for Resource Acquisitions and Discovery at the University of Notre Dame, Hesburgh Libraries. Andy has been at Notre Dame since 2008, previously working as Licensing/Acquisitions Librarian and unit manager for the Electronic Resources... Read More →
avatar for Stacey Marien

Stacey Marien

Acquisitions Librarian, American University
Shelf Ready, ebooks. Gardening, cooking!

Kari Schmidt

Electronic Resources Librarian, American University
"Kari Schmidt is the electronic resources librarian at American University Library. She joined American University in 2008, and currently works on e-resource licensing and acquisition, e-resource collection management issues and ERM workflows and system management, as well as initiatives... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

2:15pm EST

Great Expectations: New Organizational Models for Overworked Liaisons


Liaisons (subject specialists) keep getting busier. Research instruction, embedding in classes, outreach, collection development, weeding, assessing teaching and collections, promoting scholarly communication issues, and creating online learning objects are all potentially part of what a liaison is expected to do nowadays. So we hope every liaison is very interested — and very good — at all those responsibilities. Is that realistic? And does a liaison have time for all those things?

At UNC Greensboro, library administrators decided it is time to examine how liaisons are organized to manage all of these competing responsibilities. The library formed a Liaison Collection Responsibilities Task Force to benchmark how other libraries might be handling the complexities of liaison responsibilities in innovative ways, and to recommend several possible new organizational models for the collection development and public services work of liaisons.

Members of the task force will review their benchmark findings and invite the audience to provide their own examples. Then we will present our recommendations for new organization models. Some recommendations will reflect incremental changes; others will be radical. We will ask the audience for feedback on the recommendations and suggestions for other models.


avatar for Steve Cramer

Steve Cramer

Business & Entrepreneurship Librarian, UNC Greensboro
I am the UNCG Business & Economics Librarian. I'm co-chairing the Entrepreneurship & Libraries Conference, which will take place in Durham NC in Fall 2020, https://entrelib.org/. Previously I worked at Duke University and Davenport College. I'm co-founder of Business Librarianship... Read More →
avatar for Michael Crumpton

Michael Crumpton

Assistant Dean for Administrative Services, NCLA President, UNC Greensboro
http://libres.uncg.edu/ir/uncg/clist.aspx?id=1946">Michael A. Crumpton, MLS, SHRM-SCP, is the Assistant Dean for Administrative Services at the University of North Carolina at Greensboro. Mike oversees administration of budgets, human resources and facilities; organizes and addresses... Read More →

Amy Harris Houk

Department Head, Research, Outreach, and Instruction, UNC Greensboro

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

3:15pm EST

And the Workflow Says: Conducting and Using a Workflow Analysis for Positive Change

Over a six month period University of Michigan’s Electronic Records and Database Management (ERDM), which includes Electronic Access, Electronic Acquisitions, and the Electronic Cataloging units, undertook a comprehensive workflow analysis in preparation for the implementation of Innovative’ s ERM. A two tiered task force was established, which included librarians as well as staff, a charge was written, and an interview schedule was established. Each of the 18 staff members was interviewed at least once by two members of the task force and the results were analyzed as the project moved along.

This was an intense process and our talk will outline our charge, the difficulties of conducting such an intensive review in such a short amount of time, and our results. The final report contained over 15 workflow charts, a staff responsibility matrix, network diagrams that demonstrated the amazing reach of our units, and a written report with many recommendations. Our recommendations were broken down by unit and for the ERDM as a whole. For example, we have emphasized for each of the units within ERDM the need for a move from specialization to generalization so that all staff can participate in the work of the unit as a whole to prevent backlogs. At the time of the conference we will be able to discuss how our report has impacted the work of the units, particularly our E-Acquisitions unit, which is heavily involved in the ERM implementation and has had a serious shift in staffing due to retirement. We will also show how we were able to shed some light on our ‘invisible’ electronic resources and the staff who manages their life cycle.


Emily Campbell

Director of Document Delivery, University of Michigan-Ann Arbor

Thursday November 8, 2012 3:15pm - 4:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

3:15pm EST

Let It Flow: Effectiveness of Unified and Intelligent Workflows in the Library

Libraries today frequently struggle with identifying the best strategy to maximize resources, systems and staff. As collections shift from print to electronic resources, the need for new ways to manage workflows becomes more critical. With the introduction of new web-scale management systems and the looming question of when to migrate away from the traditional ILS, librarians must determine how much automation is desired vs. required – and how to balance the value of technology and human interaction.

As library workflows are adjusted and streamlined, especially when implementing a new library management system, librarians face the challenge of automating and integrating the disparate steps through technology and determining how staff roles must evolve. What’s the best approach for determining which decisions should be made by the library system or librarian?
This session will explore intelligent workflows and examples from librarians with experience in transforming decision-making steps from the individual to technology. Anne Prestamo of Oklahoma State University will present the library’s work with automation of patron requests for new materials. Cyril Oberlander of SUNY Geneseo will discuss the GIST recommendation engine for buy vs. borrow decisions. Attendees will learn about the impacts, benefits, constraints and concerns associated with streamlined and unified workflows and automation of decision making.

Audience members will also have an opportunity to share their experiences and ideas for re-imagining workflows. In a world where rules-based systems can decide what to do, the challenge becomes how to leverage the business intelligence of the system, while capitalizing on the human expertise and ability to engage with users in a meaningful way that delivers value – and ultimately demonstrates how the two can work harmoniously.

Attendees will leave this session with a deeper understanding of the considerations, best practices for evaluation and insight to determine when and how to implement unmediated workflows.

avatar for Phyllis Kaiden

Phyllis Kaiden

Sr Product Manager, Serials Solutions
Phyllis Kaiden is a Senior Product Manager for Serials Solutions. In her current role, she is defining the vision and product requirements for Serials Solutions Intota™. Phyllis is a professional librarian with experience in public and academic libraries. She has held positions... Read More →
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 →
avatar for Anne Prestamo

Anne Prestamo

Assoc Dean for Collection and Technology Services, Oklahoma State University
Anne Prestamo is Associate Dean of Libraries for Collection and Technology Services and the Claud D. Kniffin Professor of Library Service and Education at Oklahoma State University.  A significant portion of her responsibilities focus on evaluation and implementation of electronic... Read More →

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

3:15pm EST

Social Research Collaboration: Libraries Need Not Apply?

Jose Luis Andrade's Slides       Christopher Erdmann's Slides        Jan Reichelt's Slides

Social media was born an efficient method of personal networking. As more and more researchers took to social media platforms, we have witnessed an organic growth of collaboration among scholars, faculty, students, etc. This phenomenon has led us to a profound change in the way we conduct research through social media. Research through collaboration is now increasingly important in order to achieve a higher impact throughout the research community. But where does the library fit into this?

The simple answer is that researchers are now bypassing the library.
This presentation will look at the new reality of social research collaboration and discuss what kinds of web-based tools can support the workflow and peer collaboration of researchers. The presenters will also discuss why it is essential for libraries to become part of the solution before they are left out in the cold.

avatar for Jose Luis Andrade

Jose Luis Andrade

President, The Americas, Swets
Jose Luis Andrade was appointed as Swets¹ President of the Americas since January 2010 where he assumed commercial responsibility for the whole region. Before then in September 2007, Jose Luis was appoint as President of North America where he was responsible for managing all... Read More →
avatar for Christopher Erdmann

Christopher Erdmann

Head Librarian, The John G. Wolbach Library, Harvard-Smithsonian Center for Astrophysics
Christopher Erdmann is the Head Librarian of the Harvard-Smithsonian Center for Astrophysics (CfA) John G. Wolbach Library. His current projects include theastrodata.org, Harvard Library UX and collaborative work with the NASA Astrophysics Data System (ADS). Previously, he worked as a librarian for the European Southern Observatory (ESO) in Garching near Munich where he specialized in bibliometrics, developing text mining and bibliographic sof... Read More →
avatar for Jan Reichelt

Jan Reichelt

Co-Founder and President, Mendeley
Jan is Co-Founder and President of Mendeley, one of the world’s largest research collaboration platforms, with thousands of users and research groups and millions of research papers. Mendeley helps people to organize and collaborate on research projects and makes academic research... Read More →

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

6:00pm EST

Reshaping Cataloging Workflows

As technology rapidly develops, scholarly publications have become diverse in format and access methods. For example, scholarly publications can be purchased from vendors, or published as open access publications. Additionally, there are free resources available from portals and repositories such as HathiTrust and the Internet Archive. Although these advances in information technology and the abundance of available digital resources are welcomed by many, it also presents challenges for libraries’ cataloging workflows. To make these resources accessible to users, libraries have been trying to find the best ways to integrate the metadata for these resources into their systems, or to make them discoverable via their discovery services. However, since these resources are available from many different sources, identifying available resources and keeping track of newly available resources becomes a difficult task. In terms of cataloging, because each vendor and repository has its own way of publishing new resources, creating URLs, and updating and managing links, libraries need to set up a separate workflow that only work for each vendor or repository. The inconsistency of publishing practices often forces libraries to manually check and update links that have already been ingested into their cataloging systems, which ultimately affects the user experience in accessing resources. This session examines challenges in cataloging electronic resources, including digital scholarly publications, and suggests possible workflows to help enhance access to and manage these resources, both in libraries and vendors.


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 →

William Kries

Electronic Resources Cataloging Specialist, University of Illinois at Urbana-Champaign

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

6:00pm EST

The Future of Serials in a Linked Data World

Serials, from a cataloging, search, and retrieval point of view, are currently described and accessed via metadata records. Each record is tied to the title of the journal, newspaper, or magazine. The record might cover a range of years for that publication under its current title, or it might cover the current iteration and previous titles. But in our libraries, to find a serial we look for the appropriate record, usually a MARC record. As we all know, the cataloging rules are changing and RDA will soon replace AACR2 as the content standard for creating MARC records or other library metadata for books and serials.

The Library of Congress has announced that as the cataloging rules are changing, so too will the bibliographic framework change. All signs are pointing toward a new framework built on RDF and linked data. How will the hierarchical model used in RDA operate in a linked data environment? Should future structures and displays use the traditional hierarchical approach, or should they take as a model the web-like structure taking shape for the Semantic Web?

The educational objective of this session is to review today’s MARC-based environment in which the serial record predominates, and compare that with what might be possible in a future world of linked data. The session will inspire conversation and reflection on a number of questions. What will a world of statement-based rather than record-based metadata look like? What will a new environment mean for library systems, workflows, and information dissemination? The presenters will facilitate a lively discussion about the future, with linked data at the center of the discussion. Attendees will gain insight from the presentation and their colleagues, and a deeper understanding of the issues, as well as new ideas for addressing the challenges they face in their own libraries.


Valerie Bross

Head of the Continuing Resources Cataloging Section, UCLA Library Cataloging & Metadata Center
Valerie Bross, is head of the continuing resources cataloging section at the UCLA Library Cataloging & Metadata Center. She is a past NASIG speaker and in 2012, she received the Ulrich’s Serials Librarianship Award from the Association for Library Collections & Technical Services... Read More →

Yvette Diven

Serials Solutions
avatar for Laurie Kaplan

Laurie Kaplan

Director, Editorial Operations, Serials Solutions
Laurie Kaplan has been working in publishing for over 30 years, first in legal publishing, then legal newspaper publishing, and then serials publishing. She has spent the last 9 years with a CIG company, and Serials Solutions for the last 5 years. She has an AB degree in Anthropology/Sociology... Read More →

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

6:00pm EST

We’ll Always Have Paris: Long Distance Research Collaboration in the City of Lights

Academic librarians devote their lives to research. Whether it’s providing scholars access to authoritative works or guiding new students through the uncharted territory of online databases and primary sources, librarians are an integral part of the research process. However lack of time and resources can often restrict librarians’ abilities to apply in-depth research methodologies to evaluate their own institutions.

The irony of this circumstance was not lost on the librarians at the American University of Paris, where innovation and collaboration are strong tenets of the institution’s culture. AUP librarians chose to build on their partnerships both internally and externally with faculty and vendors to transform their challenges into a growing study about undergraduate student research behaviors. By administering online surveys to students, and following-up with in-person interviews, librarians were able to collect qualitative data about students, their research behaviors, and their opinions about the library’s resources.

The session will provide an overview of results about students and their use of Literati, as well as highlighting what worked well during the collaborative research process between AUP librarians and Credo Reference. AUP librarians and Credo Reference as partners will discuss the experience of becoming strategic partners, tools for successful collaboration, and lessons learned.

The discussion will be jump-started with an interactive exercise that explores issues specific to attendees. Collaborative solutions to the most burdensome hardships will be considered, and audience members will be asked to share through the facilitation of questions and instant-feedback polls.


Shiva Darbandi

Solutions Associate, Credo Reference
A service-oriented library professional with a background in education and grassroots organizing, Shiva Darbandi is currently a Solutions Associate at Credo Reference, where she collaborates with a broad range of libraries to develop and implement information literacy instructional... Read More →

Sally Murray

Technical Services, Web and E-Resources Librarian, American University of Paris
Sally Murray has been working at the American University of Paris (AUP) library since 2002.  She is the cataloguer, webmaster, head of technical services and, with the other librarians, teaches information literacy and performs reference duties.  Before moving to France, she worked... Read More →

Jackie LaPlaca Ricords

Credo Evangelist, Credo Reference
Jackie Ricords has an academic background in education policy, history, and economics and has completed research projects at the University of Pennsylvania, a Rotary International Fellowship in England and Spain, as well as a NEH Fellowship in Rome. Jackie spent 10 years coordinating... Read More →
avatar for Michael Stoepel

Michael Stoepel

User Service Librarian, American University of Paris
Michael Stoepel is the User Services Librarian at the American University of Paris. Michael earned his MLIS degree at the Humbolt University in Berlin (2009). His focus is on information literacy and library research integrating the user perspective into all aspects of library de... Read More →

Thursday November 8, 2012 6:00pm - 6:45pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403
Friday, November 9

3:15pm EST

Achieving Positive Results through Collaboration: How Libraries, Publishers and Vendors Can Work Together to Create Better Products and Services

Librarians working in the areas of acquisitions and collection development must have the knowledge and ability to work well with publishers and vendors in order to achieve the best results for their libraries and patrons. This session will cover many aspects of a positive relationship between libraries and vendors including proper negotiation skills, ways to work together on pilot programs, development of new products and services, and the benefits of using both publishers and vendors to enhance workflow and ensure a more efficient operation. The speakers will discuss ways in which they have worked together in the past to enhance patron access to content, and will provide specific ideas for how librarians can reach out to information providers to address some of the challenges faced in the Digital Age.

avatar for Michael Arthur

Michael Arthur

Head of Acquisitions and Collection Development, University of Central Florida
Michael Arthur is Head of Acquisitions & Collection Services at the University of Central Florida. Michael received his Bachelor of Science in Sport Marketing & Management in 1991, and his Master of Library Science in 1999, from Indiana University in Bloomington. He received his Master... Read More →
avatar for Rebecca Seger

Rebecca Seger

Vice President, Institutional Participation and Strategic Partnerships, ITHAKA
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/

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

3:15pm EST

Re-tool, Re-train and Re-invent

As more and more library materials migrate from the tradition physical to the electronic formats, the workflow and roles of staff in library acquisitions and serials are compelled to evolve. Librarians in these areas not only have to keep abreast the latest technology and knowledge themselves, but also have to excel as the leader and mangers for their supporting staff.

In many libraries, technical services staff tend to be long term employees who had been performing skillfully the same job for years. How to retool and retrain these staff to ensure smooth transition and efficiency of the new workflow becomes more critical to the librarians who manage these staff. The librarians not only have to fully understand and adapt the workflow, but also know how to provide adequate training and motivate staff to achieve high performance in the new environment.

The author will share the experiences how to retool, retrain and reassign some staff to the new workflow. The audience is expected to learn and exchange ideas and practices from the author and each other on how to successfully manage the staff and workflow in the evolving environment.


Ying Zhang

Head, Acquisitions and Collection Services, University of Central Florida
Ying is the Head of the Acquisitions & Collection Services Department at the Univ. of Central Florida Libraries in Orlando, FL. Her main responsibilities include managing the materials budget and overseeing the entire acquisitions and collection services in all formats for UCF Libraries... Read More →

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

5:45pm EST

KBART Phase II: The Next Step Towards Better Metadata

After the publication of the Phase I recommendations to improve the exchange of metadata with knowledge bases in January 2010, the NISO/UKSG KBART working group has been working on enhanced recommendations in Phase II for the last two years. Our work will be finished by the end of this year and we would like to present our new proposal. Phase II will include new recommendations for eBook, Open Access and consortia metadata and significantly add to the already existing Phase I best practices.

The details of the new guidelines will be presented to the attendees so they can learn about the improvements these changes will have for the metadata transfer to knowledge bases. They will also get to hear about the current working group and a substantial amount of new endorsers for the recommended practice.

In the end, we would like to get some feedback from the audience about the results from Phase II and discuss these findings with them. Some very important topics have been touched so we would like to make sure that they are known to, understood by a bigger audience and we would like to point out the benefits which arise from these recommendations and how they affect different groups within the publishing community.

avatar for Chad Hutchens

Chad Hutchens

Head of Digital Collections, University of Wyoming
avatar for Ben Johnson

Ben Johnson

Lead Metadata Librarian, Serials Solutions
Ben is a lead metadata librarian at Serials Solutions in Seattle, Washington, where he manages a team of librarians working with title-level metadata for electronic resources. He worked in university administration before completing a Master of Library and Information Science degree... Read More →

Friday November 9, 2012 5:45pm - 6:30pm EST
Courtyard Marriott Cypress Ballroom North 125 Calhoun Street, Charleston, SC 29401
Saturday, November 10

11:15am EST

Aeon Flux: Transforming with Technology

Libraries frequently turn to new technologies to improve the user’s experience. This could be something as simple as a macro that speeds up data entry for catalogers to implementing a new discovery system. New technologies can result in a positive transformation for the organization or unit, but the process of implementing a new technology across an organization can be challenging.

The Kenneth Spencer Research Library, the special collections library at the University of Kansas, has implemented Aeon, an online circulation system that not only gets rid of the need for paper callslips but also facilitates data-driven management decisions for all areas of the library. Aeon has improved our users’ experience and transformed our workflows. This case study will address the reasons why we chose Aeon, how we developed new workflows, staff training and our plans for encouraging more data driven decisions.


Miloche Kottman

Asst. Head Cataloging, University of Kansas Libraries
Miloche Kottman has worked in the Cataloging Department at the University of Kansas in Lawrence, Kansas since 1987. Her present position as the Assistant Head of Cataloging and Head of Spencer Processing includes the oversight of cataloging and manuscript processing activities within... Read More →

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

11:15am EST

All Together Now: Using an Internal Google Site to Streamline Workflows

During the 2011-2012 academic year, the College of Charleston’s Addlestone Library merged the Student Computing Support Desk and the Reference Desk into a single Information Desk service point in the center of the main floor of the library. At the new desk, students could receive research assistance as well as computer assistance all in one place. Workers at the newly combined desk included library staff, IT staff, and student peer staff. This innovation session will demonstrate how we used an internal Information Desk Google site to streamline workflows and get everyone working together.

Attendees can expect to learn how the site streamlines workflows by locating disparate types of information in one place. Highlights of the site that will be demonstrated include embedded schedules, an online directory including after-hours cell phone numbers that accept text messages, shift coverage and trouble report forms, an online filing cabinet for essential documents, training modules, and a procedures wiki. Although this site was used in a public services setting, the concept can be applied to any department. The site is especially appealing to student workers because it is optimized for use on mobile phones. Members of the audience will be invited to share ideas about how this type of solution could be used to streamline their own workflows.

avatar for Christa Poparad

Christa Poparad

Head of Research & Instruction Services, College of Charleston
In addition to scheduled information literacy instruction throughout the curriculum, the Information Desk in Addlestone Library at the College of Charleston, a joint venture between the library and IT's student computing support, provides the CofC community assistance with research... Read More →

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

11:15am EST

Eliminate (or at least minimize) the Negative: Prepared vs. Embarrassed

Implementing a calendar approach to track the purchase of 1) award-winning titles of regional or local significance, and 2) works supporting known campus lecture series, activities, or assignments has helped me appear more prepared and less embarrassed.

Description: Book budgets are shrinking. We can’t own everything. We can use ILL for national/international awards until we can purchase a copy. Perhaps the need for physical books is vanishing. However, for us there are times when a display of physical books or at least a listing of available books goes a long way toward maintaining and building campus relationships. There is nothing more embarrassing than madly scrambling to identify holdings while a lecture is underway or a donor is visiting, or rushing back from an event to place an order, or explaining to a class of freshmen why we don’t have the latest Lillian Smith Award winner just announced and required for their writing assignment. We support campus lecture series, writing assignments, and honor regional collecting emphases by having associated physical copies of their books available and ready for use. Depending on “institutional memory” or past practice, doesn’t always work. A calendar approach allows the library to minimize the embarrassment of not appearing to support the campus by being prepared when lecturers arrive, donors are honored, or class assignments are made.

Objectives: identifying the why (support campus activities, known assignments, and regional emphases), the what (prizes/events selected), the when (selection and announcement process), the how (collecting levels, documentation, and dealing with publication exceptions), and the who (library and campus support staff) that has worked for us.

Audience benefits: dialog on how we got to where we are, including what has and hasn’t worked; how this might work on their campuses; and potential applications for other regularly occurring events/activities.


Theresa Rhodes

Associate Director for Public Services & Collections, Mercer University - Jack Tarver Library
Deciding this year to keep staff over funding collections is bringing new challenges.  At Mercer since 2001, I’ve also worked in Norfolk, Pensacola, and Tuscaloosa.  I’m a rabid college basketball fan and a lover of odd numbers and bridges.    A favorite mantra is “beg... Read More →

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

11:15am EST

EWWW!: Electronic Resources in the 21st Century

In the Jean Russell Quible Technical Services and Collection Management department at Virginia Tech, legacy workflows were preventing us from taking our electronic resources management into the 21st century. To make the changes that we needed, our Acquisitions Department head launched EWWW (Electronic Weekly Workflow Work). The EWWW model has enabled us to map out our existing processes and to efficiently design new workflows for our licensed electronic resources. With a sense of humor and some creative sticky notes, workflows have been transformed from dull to delightful. This presentation will cover the evolutionary process of transforming legacy electronic resource management workflows.

avatar for Annette Bailey

Annette Bailey

Assistant Director, Learning Systems & Educational Technology Projects, Virginia Tech
Annette Bailey is currently the Assistant Director for Learning Systems & Educational Technology Projects for the Teaching & Learning Engagement Department at the University Libraries at Virginia Tech. She has recently taken on a new role in supporting the development of High Impact... Read More →
avatar for Ladd Brown

Ladd Brown

Head of Acquisitions, Virginia Tech
A lot of things have changed in the thirty-odd years Ladd has been in the library biz. Not being able to smoke at your desk in Tech Services anymore is one of the biggies.
avatar for Andrea L. Ogier

Andrea L. Ogier

Assistant Director, Data Curation, Virginia Tech

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

11:15am EST

Making the Most of Your Data: Embedding Business Intelligence into Daily Operations

Increasingly under pressure to demonstrate their value to the objectives of the institution or consortium, libraries are looking for ever more creative ways to improve efficiency and productivity. Powerful analytic capabilities enable libraries to put numbers on their value and to expose tangible evidence of their leading role in the academic lifecycle. From usage data and onwards, analytics shed light on the inner workings of the entire institution, as well as those of the library. Valuable insight into libraries’ operation can be gained via purchasing trends, comparative analysis, and even predictive analysis—helping managers to better to plan their daily operation. During this session, we will review Virginia Commonwealth University’s strategy to leverage library data and integrate it seamlessly day-to-day workflows.

avatar for Jimmy Ghaphery

Jimmy Ghaphery

Associate University Librarian for Scholarly Communications and Publishing, Virginia Commonwealth University
As Associate University Librarian for Scholarly Communications and Publishing at VCU Libraries, I am responsible for our IT, Scholarly Communications, Repository, Publishing, and Data Management operations. Over the past year we have made a new push toward building out repository... 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 →

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

11:15am EST

Working Together: Evolving Value for Academic Libraries

During this session, research conducted by LISU on behalf of SAGE will be announced. These results are based on a 6-month project that looked at libraries in the UK, US and Scandinavia to see how libraries are providing and demonstrating their value on campus. Working closely with librarians, the session looks to be an engaging discussion of the results, but also of best practices learned that can be applied to the libraries of the attendees. We hope to talk about how the results may be different or the same as attendee experiences, and what further questions may be researched.

avatar for Elisabeth Leonard

Elisabeth Leonard

Executive Market Research Manager, SAGE
Elisabeth Leonard is the Executive Market Research Manager at SAGE, where she leads the investigation of market trends and runds SAGE's library advisory boards. Leonard comes to SAGE from Western Carolina University where she was the Associate Dean for Library Services for the last... Read More →

Susan Sharpless Smith

Associate Dean, Z. Smith Reynolds Library, Wake Forest University
Susan Sharpless Smith is Associate Dean at Z. Smith Reynolds Library, Wake Forest University in Winston Salem, North Carolina. Smith received a master’s degree in library and information studies from University of North Carolina-Greensboro (UNCG) and a master’s degree in educational... Read More →

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