32nd Annual Charleston Conference Issues in Book and Serial Acquisition

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Innovation Session [clear filter]
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

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.

avatar for Todd Carpenter

Todd Carpenter

Executive Director, National Information Standards Organization (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

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

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

Getting Students to the Right Place with the Right Skills: Fine-Tuning a Commercial Reference Gateway to Teach Information-Seeking Skills and Guide Users to Key Resources.
As the challenge of helping students become more effective users of our online resources becomes ever greater, the need to provide training in how to intelligently use and evaluate information has become ever more important. This session will describe an innovative experiment bringing together the subject expertise of Columbia University librarians and the production and design skills of Credo Reference. Through this partnership we employed new kinds of tools, embedded locally-created instructional materials, and built customized paths to the most relevant resources in our collections, focusing specifically on the needs and learning path of undergraduate writing students. Time will be given to allow participants to talk about similar efforts their libraries are making to help students become smarter searchers, so that we can all learn from one another.


Anice Mills

Undergraduate Services Librarian, Columbia University

Bob Scott

Digital Humanities Librarian, Columbia University

Saturday November 10, 2012 11:15am - 12:00pm EST
School of Science and Mathematics Building Room 138 202 Calhoun Street, Charleston, SC 29401

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

Intrasector Collaboration or: How We Learned to Stop Worrying and Focus on the Positives

If you've picked up a conference program lately, you are well aware that so many of the conversations that librarians are having focus on the hurdles to establishing relationships with faculty members and the issues that arise when attempting to collaborate across sectors. In honor of this year's theme, this session aims to move beyond all of that gloom and doom. Those of us having these conversations and running into these barriers are obviously very convinced of the value of collaboration so let's talk about the positives for a change--let's talk about intrasector collaboration.

This lively discussion will focus on libraries collaborating with libraries, librarians collaborating with librarians, and librarians collaborating with library school students. We'll discuss best practices for saving time, saving money, and saving the future of the profession through working with colleagues who are just as eager to collaborate as we are. Advisory board members from Libraries Thriving, the online community for librarians interested in e-resource innovation and information literacy promotion that was conceived during a 2010 Charleston Conference plenary session, will share their experience with working in these areas and attendees will be invited to join in with their stories, experiences, and questions. Come with a positive attitude towards collaboration and leave with ideas about how to better your working relationships with colleagues.



Amanda DiFeterici

Head Librarian, South University
Amanda DiFeterici is the Head Librarian of the Columbia SC campus of South University. She has a background in music education and taught for several years before earning a Masters of Library and Information Science degree from the University of South Carolina. She serves on many... Read More →
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Sandra Hirsh

Professor and Director, San Jose State University
Dr. Sandra Hirsh is Professor and Director of the School of Information at San José State University. Prior to joining the School as Director, she worked in the Silicon Valley for more than a decade at major technology companies: Hewlett Packard, Microsoft, and LinkedIn. As an industry... Read More →

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 Laura Warren

Laura Warren

Coordinator, Libraries Thriving
Laura Warren holds an MLIS from San Jose State University's Master of Library and Information Science program. She coordinates Libraries Thriving, a Credo Reference-sponsored though vendor-neutral online community for librarians and researchers, and has developed the community's discussion... Read More →

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

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

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

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

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

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