32nd Annual Charleston Conference Issues in Book and Serial Acquisition

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

OB: Out of the Box Thinking-Entrepreneurship [clear filter]
Thursday, November 8

12:45pm EST

SkyRiver, Academically Speaking

Panel includes three deans/directors and a moderator.  Is OCLC the only game in town?  Academic library deans/directors say no, and further argue that other academic librarians should open their minds to a new possibility from a “new kid” in town.  In an admittedly controversial change, these academic librarians argue that now is the time to consider new possibilities as change is occurring on every point on the landscape of librarianship.  This is a particularly interesting and important point of interest to any library wishing to save money while continuing high level service to their constituencies!  Cliff Haka, Mark Y. Herring and Donald Bailey will discuss their decision to move to SkyRiver as the bibliographic utility for their libraries.  Leslie Straus will moderate.  The panelists, representing medium, large and small academic libraries, will discuss why they chose to make the move, what it meant for their libraries, the pros and cons of making the move, and what the future might bring.  Ample time is being reserved for a Q & A from the audience.

avatar for Clifford H. Haka

Clifford H. Haka

Director of Libraries, Michigan State University
Born and raised in Chicago, Cliff Haka received his undergraduate degree from Western Illinois University, masters degrees in history and library science from the University of Illinois and MBA from the University of Kansas. Prior to coming to MSU, he held positions at the Illinois... Read More →
avatar for Mark Y. Herring

Mark Y. Herring

Dean of Library Services, Winthrop University
Mark Y. Herring is Dean of Library Services at Winthrop University.  Prior to serving in Rock Hill, Herring was Dean of Library Services at Oklahoma Baptist University, and library director at King College in East Tennessee.  He has worked in librarianship for more than three decades... Read More →
avatar for D. Russell Bailey, Ph.D.

D. Russell Bailey, Ph.D.

Director, Providence College
Prof. D. Russell Bailey, Ph.D., combines professional interests in teaching, learning and research/TLR in the digital age with interests in the arts. Bailey's concepts of TLR derive from intercultural work in languages (West & East), literatures, music, aesthetics and, most recently... Read More →
avatar for Leslie Straus

Leslie Straus

President, SkyRiver Technology Solutions
Leslie has been associated with library technical services since library school graduation, beginning as a cataloger and subsequently moving to companies that serve libraries including Coutts, UTLAS and Innovative Interfaces. In 2006 she retired from Innovative as VP of Worldwide... Read More →

Thursday November 8, 2012 12:45pm - 2:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

2:15pm EST

An Open and Shut Case: Making Access to Content Easy, Affordable, and Sustainable

Does DRM stand for Digital Rights Management or Digital Rights Manipulation?  DRM serves the interest of publishers attempting to navigate a new era with an old business model. The Internet and digital files have created stark challenges for publishers, as librarians and users increasingly demand unrestricted access and usage. Yet publishers have businesses built on selling print, with the presumption that one book should serve one reader at a time.  Using journals as model, publishers have closely controlled access to book content through rapidly increasing prices, license- and technology-based restrictions, and bundling strategies.  But the goal for publishers should be to expand access to scholarly content while creating sustainable, profitable businesses -- which means steering clear of legacy print models or the fear of how content will be used. It also means finding creative ways to shift some, if not all, of the costs away from libraries, faculty and students when and if possible.  How can outright ownership, rather than subscription-oriented leases, of content work for publishers as well as users?  The founder of a new, born-digital publishing company talks about how to look ahead rather than back, and develop a program that can thrive while enabling, rather than constraining, scholars and librarians.

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 →

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

2:15pm EST

Collaborative Marketing for Electronic Resources

This presentation reports on the results of an international collaborative project with 100 libraries to benchmark the marketing of electronic resources. I will describe the impetus for the project, the project planning, the execution and results of this effort. The talk will highlight the collaborative aspect of the project.

Objective of the session. Identifying “best practices” is usually done with a large body of experience to draw from, and this project hoped to spur development of that experience so that we can all move forward quickly in the process of marketing electronic resources. This collaborative model is the first of its kind in libraries, related to electronic resources.

What attendees can expect to learn. Attendees will learn how a typical marketing plan can be implemented at their libraries by viewing the complete process employed by 100 libraries over 5 months. Attendees can also expect to see a demonstrated example of a good, collaborative effort that can be replicated for other projects where a wider body of evidence on a particular topic is needed.

avatar for Marie Kennedy

Marie Kennedy

Serials & Electronic Resources Librarian, Loyola Marymount University
I'm the co-director of the Institute for Research Design in Librarianship and the Serials & Electronic Resources Librarian at Loyola Marymount University (Los Angeles CA).

Thursday November 8, 2012 2:15pm - 3:00pm EST
Addlestone Library Room 120 205 Calhoun Street, Charleston, SC 29401

2:15pm EST

Lives in Books

Michael Zubal has spent the better part of his 48 years surrounded by the printed page. Bookselling has been his sole career. Carol Feltes, University Librarian at Rockefeller University in New York City, is a life-long lover of books and has worked in libraries since her teens. David M. Earle is Associate Professor of Transatlantic Modernism and Print Culture at the University of West Florida. He began collecting books at an early age and has published widely on modern literature and its relation to popular culture.


David Earle

Associate Professor of Transatlantic Modernism and Print Culture, University of West Florida
David M. Earle is Associate Professor of Transatlantic Modernism and Print Culture at the University of West Florida. He is author of Re-Covering Modernism: Pulps, Paperbacks, and the Prejudice of Form (Ashgate, 2009) and All Man!: Hemingway, 1950s Men’s Magazines, and the Masculine... Read More →

Carol Feltes

University Librarian, Rockefeller University
Carol Feltes was destined for a life in books. She got her first library card at the Kalamazoo public library bookmobile at age 4 and grew up in book oriented family as a fanatic reader and a book collector. She and her big brother used to hoard their pennies and pool them to go... Read More →

Michael Zubal

Bibliographer, Zubal Books
Michael Zubal has spent his entire life in the scholarly and antiquarian book business. From an early age he has traveled the country meeting with librarians, researchers, collectors and fellow booksellers. His specialties include History of Science, Literature, Anthropology and... Read More →

Thursday November 8, 2012 2:15pm - 3:00pm EST
Francis Marion Laurens Room 387 King Street, Charleston, SC 29403
Friday, November 9

12:45pm EST

Do We Need E-book Aggregators?

The current model of academic e-book distribution, either via aggregators or directly from publishers is fraught with inherent inefficiencies and pitfalls. Specifically, aggregators, by adapting titles to their unique platform requirements, are delaying the digital release of titles. Publishers, by promulgating a multitude of proprietary platforms or insisting upon bundled purchases, create problems of discovery and access as well as budgetary dilemmas. In both instances, there is also the issue of true ownership of the material bought. Might the solution to these problems be the creation of a new method of e-book distribution mirroring traditional book vending? That is, might traditional booksellers and publishers create a system to supply e-books in a standardized format (PDF?) which would then be housed either on local college/library servers or in cloud servers controlled by the library?

A panel consisting of two librarians, a traditional book wholesaler, a publisher, and an e-book aggregator will tackle the idea.


Jay Askuvich

General Sales Manager, Midwest Library Service
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 →
avatar for Kari Paulson

Kari Paulson

President, EBook Library
Kari Paulson is the President and founder of Ebook Library (EBL), a subsidiary of Ebooks Corporation and has more than a decade of experience with ebook technology, working closely both with publishers and libraries to continue to innovate ebook access models and technology. Kari... 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 →

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

12:45pm EST

Social Media, ROI and Cookie Day

Patricia Cleary's Slides          Bohyun Kim's Slides

As the focus for librarians is increasingly shifting to ROI for their various resources, many have found a potential ally in social media. This session will provide practical examples of institutions around the country and “tricks” they use to increase awareness of their e-books and databases among students, by leveraging the benefits offered by Facebook, Twitter, blogging, the library homepage and yes, cookie days too.  At the same time, vendors and publishers are constantly reaching out to potential end-users through social media and sometimes helping librarians increase their own ROI in the process. 

This session will also address how social media statistics can be tracked and lead to more usage for the highlighted resources or simply by staying in touch with a large number of end-users.  Panelists will include a mix of librarians and vendors who will offer suggestions on best practices they have implemented within their department. The panelists will also address how both librarians’ and publishers’ efforts could at times be combined in order for their creative messaging to really impact ROI for their e-books, for example. This will be an interactive session with short formal presentations from each panelist, followed by a conversation based on questions from the moderator and the audience, who will be encouraged to comment and share their experience throughout the session.

avatar for Marie Bloechle

Marie Bloechle

Electronic Acquisitions Librarian, University of North Texas
Marie is the Electronic Acquisitions Librarian at the University of North Texas. UNT is one of the nation's largest public research universities with over 36,000 students. Prior to UNT, she spent 20 years as a corporate librarian, most recently as a research specialist at Verizon... Read More →

Patricia Cleary

Global eProduct Development Manager, Springer
Beginning in 2010, Patricia Cleary has been instrumental in crafting Springer's mobile strategy. Patricia’s work in mobile technology has forged new pathways to empower science and medical professionals with the information they need, precisely when and where it is needed. As... Read More →

Emilie Delquie

Vice President, Publishers Communication Group

Amy Harris Houk

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

Emma O'Hagan

Reference Librarian & Librarian to the School of Nursing, University of Alabama at Birmingham
Emma O'Hagan received her Masters of Library and Information Science from the University of Alabama in 2010. She completed two internships while at UA, at the Institute of Economic Growth in Delhi, India and at Lister Hill Library for the Health Sciences in Birmingham, AL. After... Read More →

Friday November 9, 2012 12:45pm - 2:00pm EST
Addlestone Library Room 227 205 Calhoun Street, Charleston, SC 29401

12:45pm EST

Your Library Transformed: A Strategic Partner for Your Institution

How can you transform your library beyond the confines of the traditional library role into a strategic partner within your institution?  Our panelists will share ideas for thinking differently and taking risks to increase collaboration and extend your value throughout your community. 

Attendees will walk away inspired by the 'big ideas' and with very real ideas they can put into action when they return to their own institution.



Lana Jackman

President, National Forum on Information Literacy

Anice Mills

Undergraduate Services Librarian, Columbia University

Kate Sawyer

Assistant Vice Chancellor for University Libraries, South University
Over 25 years experience in management of academic library operations,  including strategic planning, development and supervision, compliance and accreditation.    MLS, State University of New York at Albany,  2008 to 2011-Director, University Libraries, South University2011-present-Assistant... 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 →

Bob Scott

Digital Humanities Librarian, Columbia University

Mike Sweet

CEO, Credo Reference
As CEO, Michael brings a broad set of business skills and a passion for libraries and web technology to his role at the market-leading library solutions company.  He focuses on involving librarians, technology partners and publishers in the discoverability and content usability... Read More →

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

2:15pm EST

Reflections on Understanding E-Science: Shared Outcomes from a Houston Symposium

E-science is a research methodology combining data collection, storage and networking on a massive scale. By its very nature, e-Science presents new and diverse opportunities in librarianship. While various academic institutions Cornell, Georgia Tech, and the University of Massachusetts are already engaged in well-established projects at their libraries, e-Science is still relatively new to many others. To explain e-Science and its implications for medical librarians within the Texas Medical Center, The Texas Medical Center (TMC) Library hosted an event on February 13, 2012, called Understanding E-Science: A Symposium for Medical Librarians.

Funded in part by the National Network of Libraries of Medicine--South Central Region (NN/LM-SCR), this symposium’s core was a panel of scientists and librarians serving various roles in e-Science research. These experts described their work to identify concrete opportunities and challenges for libraries hoping to take on similar roles. Designed with an emphasis on medical librarians, the symposium provided an educational and collaborative opportunity for librarians of all specialties.

Within this article, the authors share their experiences in planning and hosting an e-Science event and the catalyst it provided for The TMC Library’s on-going involvement in e-Science research and collaborations.


Allen Lopez

Education Librarian Reference & Outreach, The Texas Medical Center Library
Allen Michael Lopez is a native Houstonian and a graduate of the University of Houston and the University of North Texas’ College of Information.  He was originally hired by the Texas Medical Center (TMC) Library in January 2010 as a general Reference & Instruction Librarian, but... Read More →
avatar for Maianh Phi

Maianh Phi

Reference & Instruction Librarian, The Texas Medical Center Library
Maianh Phi is a graduate of the School of Information at the University of Texas at Austin.  She moved back to her native Houston in September 2011 to accept a position at the Texas Medical Center Library as their Reference & Instruction Librarian.  She enjoys serving the varied... Read More →

Joanne Romano

Licensing and Serials Librarian, The Texas Medical Center Library
Joanne Romano has been the Licensing and Serials Librarian for The Texas Medical Center (TMC) Library since September, 2007. She manages the Library's collection of over 15,000 online journals, and makes the most of her budget by negotiating with vendors whenever possible.  She also... Read More →

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

3:15pm EST

Textbooks, Libraries & Students: An Evolving Partnership

A recent Government Accountability Office study stated that close to 40% of college students decide against buying textbooks. Rising textbook and tuition costs have created an economic crisis for students that has dramatic consequences for their success and ultimate retention and graduation rates. As a result, libraries and faculty are investigating how to incorporate library resources and open educational resources (OER) into required course materials.

A new San Jose State University (SJSU) initiative known as “Affordable Learning $olutions” works to provide class resources for students by utilizing library owned electronic resources. This session will explain how the SJSU Library partnered with various entities, such as the campus bookstore and vendors, to use online resources readily available through the library catalog and website. We will describe the impetus behind the initiative, the activities that made it happen in spring 2012, and how we plan to sustain and expand the program. Specifically, we will discuss the library-developed web pages that educated the university community about the initiative, targeted faculty workshops and incentives, the creation of the popular “Textbooks Available as eBooks in the Library” list, and the usage statistics results from the first semester of the initiative.

avatar for Susan Kendall

Susan Kendall

Academic Liaison Librarian/Government Publications, San Jose State University
Sue is the coordinator for government publications and liaison to the College of Education.  Research interests include use of electronic government publication, patron driven acquisitions, and affordable learning solutions for students.  Sue has been at San José State since 2000... Read More →

Mary Nino

Associate Dean, San Jose State University
Mary Nino, has worked at the Dr. Martin Luther King, Jr. Library, at San Jose State University, a joint library with the San Jose Public Library in Silicon Valley since with 2002. Mary has been an academic, public, and school librarian and formerly worked in secondary education settings... Read More →
avatar for Rae Ann Stahl

Rae Ann Stahl

Head of Technical Services, San Jose State University
Rae Ann Stahl has managed the Technical Services department at San Jose State University since 2004, and served in a variety of other positions at SJSU since 1987. Library and research interests include workflow efficiencies in Technical Services departments, professional development... Read More →

Friday November 9, 2012 3:15pm - 4:00pm EST
Courtyard Marriott Cypress Ballroom South 125 Calhoun Street, Charleston, SC 29401
Saturday, November 10

11:15am EST

Just Get It: The Search for Value Based Delivery

Interlibrary Loan (ILL) is an important service that is highly valued by faculty, students, and staff at UC Irvine. Providing access to information resources quickly and efficiently is an ongoing goal of the UCI Libraries. Internal factors such as budget cuts and reduced staffing and external factors such as the ease and affordability of on-demand purchases made the time ripe to investigate and improve interlibrary loan services.

A series of pilot projects involving staff from Access Services, Collections and Acquisitions were conducted to measure the cost of services, decrease time to delivery and improve workflow. These pilot projects included purchasing items on demand, using staff expertise in other departments to assist in processing foreign language ILL requests, using existing technology to enhance workflow, and using short-term loans available from publishers through patron initiated acquisitions.

Our objective is to show how a number of smaller projects can make a big difference. Attendees can expect to learn strategies to help change workflow using existing staff and resources, manage staff expectations and to hear about our victories as well as our defeats.


Kristine Ferry

Head, Access Services, UC Irvine Libraries
Kristine Ferry is currently Head of Access Services at the UC Irvine Libraries.  Her background includes positions in Electronic Resources, Web Services, Information Technology, Reference, Collections, and Emerging Technologies.  She has an MSI from the University of Michigan and... Read More →

Gerry Lopez

Head, Document Access & Delivery, UC Irvine Libraries
Gerry Lopez is Head of Document Access and Delivery at the University of California, Irvine. Before coming to Irvine in 2000, he worked fourteen years in the Interlibrary Loan Department of the Earl Gregg Swem Library at the College of William & Mary in Williamsburg, VA.  

John Novak

Acting Head, Collection Development, UC Irvine Libraries
John Novak has been the Acting Head of the Collection Development at the UC Irvine Libraries for over one year.  In addition to this responsibility, he has been the Research Librarian for Comparative Literature, Critical Theory and English for over 10 years.  Recently, John has... Read More →

Keith Powell

Head, Acquisitions, UC Irvine Libraries
Keith Powell has been Head of Acquisitions at the UC Irvine Libraries since November 2006.  Keith’s work experience includes eleven years in library acquisitions and serials at UC Santa Barbara, four years as Acquisitions Librarian at Alabama State University, and five years as... Read More →

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

11:15am EST

What Do Your Students, Faculty, & Researchers Want Most?: 2012 Academic Library Patron Profiles
Understanding academic patrons’ approaches and preferences to accessing and assessing research content, as well as the factors influencing these decisions, is essential to determining a long range strategy for maintaining a viable service model for the academic library. Library Journal’s 2012 Academic Patron Profiles survey takes an in-depth look at how today’s undergraduates, researchers, and faculty at research institutions, colleges, and community colleges, experience the academic library, based on their actual usage and the perceived value of services provided, and with special emphasis on digital technologies and resources. Panelists Lisa Carlucci Thomas (Design Think Do) and Sue Polanka (Wright State University) present highlights and insights from the survey, share information regarding the habits and preferences of academic library patrons, and discuss the findings in the context of current trends and future directions.

avatar for Sue Polanka

Sue Polanka

Head of Reference and Instruction, Wright State University Libraries
Sue Polanka created the award-winning blog, No Shelf Required®, a blog about the issues surrounding e-books for librarians and publishers. The blog transformed into a book series with ALA Publishing in 2011 and 2012. Sue is the Head of Reference and Instruction at the Wright State... Read More →
avatar for Lisa Carlucci Thomas

Lisa Carlucci Thomas

Director, Design Think Do
Lisa Carlucci Thomas is an experienced manager, librarian, writer, and speaker; nationally recognized for her leadership, innovation, and research on evolving mobile and social technologies. Her presentation topics include ebooks, libraries, mobile culture, social media, technology... Read More →

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