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.

Lively Lunch [clear filter]
Thursday, November 8

12:30pm EST

Discovery & Usage: The Foundation of a Powerful Collection

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

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

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

Register Now!

avatar for Michael Gorrell

Michael Gorrell

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

Oliver Pesch

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

Elizabeth Siler

Electronic Resources Librarian, Florida International University

Edward Smith

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

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

12:30pm 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

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


Steven Carrico

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

Trey Shelton

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

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

12:45pm EST

ALL YOU CAN EAT: Rethinking Textbook Models on University Campuses

The relationship between libraries and textbooks goes all the way back to the beginning of formal education when libraries were the only repository of texts available. And up through the 1970s, libraries and textbooks made a nice couple: libraries collected books (including textbooks) and so students could either buy or borrow all their course materials, pretty conveniently, right on campus. Libraries wanted to share information, and textbooks were easily consumable -- life was good, relatively. Then, in the 1980’s life for libraries and textbooks got hard -- as libraries’ budgets decreased and textbooks’ costs rose, students started to realize that libraries and textbooks were no longer in a happy relationship. For some time now, libraries have not collected textbooks and students have been otherwise unable to afford their required course materials. Meanwhile, the confluence of digital publishing technologies in particular and the Open Access ethos in general has brought libraries and textbooks much closer. With availability of online texts increasing, so are campus expectations: it is righteously assumed that all adopted course materials -- like tacos, pizza, coffee -- are available somewhere on campus, all the time -- at the bookstore, the library, the cafeteria, or just up in the cloud. Therefore, it makes sense for readers to pre-pay for all-you-can-eat course materials plans, not unlike on-campus meal plans. With such a consumer-subsidized course materials strategy in place, libraries can help solve the generations-old "textbooks are too expensive" problem. This session will describe efforts underway at Wake Forest University to feed more books to more people at more predictable price-points -- illustrating how libraries and textbooks, if not people, can finally get same-sex married in North Carolina.

avatar for William Kane

William Kane

Digital Publishing, Wake Forest University
William P. Kane is the Director of Digital Publishing at Wake Forest University.  They checked, and he is a librarian, with an MLS from the University of Pittsburgh -- from there something about his having been a janitor, then a millworker, and then a schoolteacher in Pennsylvania... Read More →

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

12:45pm EST

Alumni Use of Electronic Resources

Many libraries are now providing online resources to their alumni. It’s a great service, but what are the costs and pitfalls? What resources are libraries providing? What role does the library play?  What is the relationship with the Alumni office?  Do we charge alumni for this service? How have alumni responded? And what are the technical challenges to establishing and maintaining this service?  Sooo many questions!  This lively lunch will kick off with brief presentations from three librarians and then we’ll open up the floor to hear from participants.  We invite librarians who are already providing alumni resources to share their expertise with those of us who are just entering into this new arena.   Esther Onega, Head of the Brown Science and Engineering Library at University of Virginia was an early proponent of this service and has been working on this service for seven years.  Nancy Rosenwald, Director of the Newberry College library has just kicked off the program and will tell us about those very recent experiences.  Joan Campbell, Collections Librarian at Bowdoin College, will highlight their  new JSTOR program for alumni.


Joan Campbell

Collections Librarian, Bowdoin College
Joan Campbell has been the Collections Librarian at Bowdoin College in Maine since 2006.  Previously, she was Research and Instructional Services Librarian at Wellesley College in Massachusetts. She received her MLS from Simmons College in 1989 and served as Assistant Librarian for... Read More →

Claire Fund

Addlestone Library, College of Charleston, Director of Administrative Services
Claire Fund has served as Director of Administrative Services at the College of Charleston Library since 1996.   She coordinates, plans and implements major projects including building the new Addlestone Library, Friends of the Library projects,   budgeting, planning  and personnel... Read More →
avatar for Esther Onega

Esther Onega

Director, Collections Delivery and Access, University of Virgina
Esther Onega has been a librarian in various capacities at the University of Virginia since 1997, starting as the Distance Education Librarian. In 2007 she became the Google Book Project Manager, then Head of the Brown Science & Engineering Library, and now she is the Director of... Read More →

Nancy Rosenwald

Director, Wessels Library, Newberry College
Nancy Rosenwald received her bachelor’s degree in History from Furman University, and a M.A.in Asian History from Wake Forest University. At Wake Forest, she assisted the Curator of Rare Books at the Z. Smith Reynolds Library and developed an interest in special collections that... Read More →

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

12:45pm EST

E-book Cataloging Using the WorldCat Knowledge Base

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


Sarah Haight Sanabria

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

Holly Tomren

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

David Whitehair

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

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

12:45pm EST

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

GOKb: A Community-Based E-Resource Knowledge Base

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


Kristin Antelman

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

John Little

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

Jim Mouw

Associate Univ. Librarian for Collection Services, University of Chicago

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

12:45pm EST

Negotiating Access: Textmining in 2012 and Beyond

Researchers and librarians are given minimal access to scientific content for mining. The process of gaining access is inefficient and often unsuccessful. How can librarians, publishers, and researchers take text mining forward to the benefit of the scientific community? We will hear from a prestigious scientific publisher; a leading researcher in the field of text mining; and Copyright Clearance Center, partner of publishers and librarians.

avatar for Timo Hannay

Timo Hannay

Managing Director, Digital Science
Timo Hannay is Managing Director of Digital Science (http://www.digital-science.com/), a new division of Macmillan Publishers that creates software solutions for research. He previously worked at Nature Publishing Group, where he was director of nature.com. In his former lives, Timo was a research neurophysiologist (in Oxford and Tokyo), journalist (at The Economist and Nature) and management consultant (at McKinsey & Co... Read More →
avatar for Skott Klebe

Skott Klebe

Copyright Evangelist, Copyright Clearance Center
Skott Klebe has worked in copyright and licensing technology for more than fifteen years, leading the development of some of the largest licensing systems in the world. Skott was the architect of RightsLink, Copyright Clearance Center’s point-of-content licensing system, and is... Read More →

Richard Rodgers

Head, Digital Library Application Development, MIT Libraries

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

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

12:45pm EST

Tell Me What You Want, What You Really Really Want
Using high tech visual aids (printouts from websites) and multimedia (Spice Girls tunes), I’d like to lead a 'cooking' class to come up with a recipe for the best mix of features for an ideal librarian help site. The idea is to solicit your comments and feedback on which parts of publishers' online librarian portals are the most useful, valuable, and have the most 'flavor'. News... data... pricing... policies... blogs... printable flyers... how-to guides?  I’m curious to also identify pet-peeves, annoying sections, and tools that don’t work or are missing, as well as hear about things that would help improve your day-to-day interaction with scholarly online content. And, while I'm at it, seek advice on how we can improve 'spice up' the cross-publisher library administration section of the HighWire portal. Feel free to send me a note in advance if you have a particular favorite (or hated) site, something that would 'pepper' my session.

avatar for Bonnie Zavon

Bonnie Zavon

Public Relations, HighWire | Stanford University
Bonnie Zavon is responsible for public relations and marketing communications at HighWire. At Stanford since 1999, her role includes helping society publishers understand the library perspective, and vice versa. Wearing many hats at HighWire, Bonnie: manages a Brazilian-wide consortia... Read More →

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

12:45pm EST

The Value of Primary Source Material in Teaching

This session will be a conversation about the value of primary source material in teaching. The panel will include a History professor, a librarian and members of two publishing houses who are involved in launching primary source material collections such as Churchill Archive and Drama Online. The intent of the session is to discuss how primary source material can add value in the classroom and how librarians, students and professors can make the best of the resources available to them. The panelists will also provide examples of how collections of primary source material fit within their institution’s curriculum and how their use may be different (or similar) in the US and in the UK


Emilie Delquie

Vice President, Publishers Communication Group

Eela Devani

Project Director for Churchill Archive, Bloomsbury Publishing Plc

Brenna Henry

Technical Services Librarian, Hillsdale College
Brenna has been working with the serials and electronic resources at Hillsdale College since 2011, and she was the Alwin C. Carus Coin Collection Coordinator at Hillsdale College from 2008-2009. She has an MLS from Indiana University, Bloomington (2011) and a BA in English from Hillsdale... Read More →

Paul Moreno

Dean of Faculty; William and Berniece Grewcock Chair in Constitutional History and Associate Professor of History, Hillsdale College
avatar for Jenny Ridout

Jenny Ridout

Global Head of Academic Publishing, Bloomsbury

Thursday November 8, 2012 12:45pm - 2:00pm EST
Addlestone Library Room 122 205 Calhoun Street, Charleston, SC 29401

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


Susanne Clement

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

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

12:45pm EST

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

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

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

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

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

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

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

avatar for Bob Kieft

Bob Kieft

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

Roger C. Schonfeld

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

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

12:45pm EST

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

12:45pm EST

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

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

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

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


Helen Clarke

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

Nancy Gibbs

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

Jessica Grim

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

Tony Horava

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

Tim Williams

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

Michael Zeoli

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

Thursday November 8, 2012 12:45pm - 2:00pm EST
Francis Marion Calhoun Room 387 King Street, Charleston, SC 29403
Friday, November 9

12:30pm EST

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

Handouts           References

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

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


Wendy Bahnsen

avatar for Deborah  Blecic

Deborah Blecic

Collections Coordinator, University of Illinois at Chicago

Susan Klimley

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

Ramune Kubilius

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

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

12:45pm EST

Changing Operations of Academic Libraries

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


Jim Dooley

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

Allen McKiel

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

Robert Murdoch

Associate University Librarian, Brigham Young University

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

12:45pm EST

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

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

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



Sam Demas

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

Bart Harloe

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

Mary Miller

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

Maria Savova

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

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

12:45pm EST

Discover EDS: Tales of Implementation and Use

This Lively Lunch will be delivered as a panel presentation by librarians who have employed Ebsco’s Discovery System (EDS) in their academic libraries.  The panelists will address several important aspects of launching a discovery system such as Implementation, Information Literacy, and Assessment, Usability and Customization.  The implementation component will include technical aspects, business requirements, launch preparation, and implementation success.  The information literacy component will include how academic reference services and library instruction has been transformed because of EDS. Assessment, Usability and Customization will focus on customizing the search box, modifying the display of custom links, operability of link resolvers, and assessing EDS using statistics and usability testing.

Michael Gorrell from EBSCO will be present to answer questions and a Q & A time is scheduled at the end of each session for audience members to ask questions, comment and share experiences. 

avatar for Shannon Fox-Teichmann

Shannon Fox-Teichmann

Coordinator of Electronic Services & Collections, Austin College Abell Library Center
Austin College
avatar for Michael Gorrell

Michael Gorrell

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

Athena Hoeppner

Discovery Services Librarian, University of Central Florida Libraries

Rafal Kasprowski

Electronic Resources Librarian, Rice University
Over the years, I have been responsible for license negotiation, e-resource acquisitions, OpenURL and discovery platform implementations, remote access maintenance, and collection development. I have organized conference sessions, presented, and published on e-resource management... Read More →

Elizabeth Kocevar-Weidinger

Head of Instruction and Research Services, Longwood University
Elizabeth Kocevar-Weidinger is Head of Instruction and Research Services and interim E-Resources librarian at Longwood University, Farmville, Virginia. She has published and presented on reference and instruction and electronic services, informal learning spaces, and millennial culture... Read More →
avatar for Alyssa Koclanes

Alyssa Koclanes

Technical Services, Serials& Instruction Librarian, Eckerd College
Alyssa Koclanes currently works as the Technical Services, Serials, & Instruction Librarian at the Peter H. Armacost Library at Eckerd College in St. Pete, Florida.
avatar for Mary Page

Mary Page

Associate Director for Collections and Technical Services, University of Central Florida
Since 2010, I have served as the AD for Collections and Technical Services at the University of Central Florida. Right now, I am working on a couple of cool projects, such as implementing a discovery tool, planning for a complete library renovation, and getting a digital program... Read More →

Virginia Polley

Information Literacy Librarian, Stevenson University
I have been working at Stevenson University (formerly Villa Julie College) since 2002 as the Information Literacy Librarian. Prior to that I had worked at Harford Community College, Iowa State University, and East Tennessee State University. I received my MLS at Brigham Young University... 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 →

Robb Waltner

Head of Acquistions and Collection Development, University of North Florida
I have served as the Head of Acquisitions and Collection Development at the University of North Florida for seven years.  I also have experience in public services and access services.  I have a B.A. in English and an M.A. in Library, Media, and Information Science.

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

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

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

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


Mary Beth Chambers

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

Yem Fong

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

Yumin Jiang

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

Denise Pan

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

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

12:45pm EST

Enhancing User Accessibility in Library Products

About 650 million or roughly put 10% of the world’s population live with some form of disability or the other (Source: http://www.disabled-world.com/disability/statistics/). Libraries play a very important role in the life-long learning of individuals and research shows that a significant number of people still go to the libraries, inclusive of the disabled. One study released in July 2012 talks about 56% respondents who went to the library in the last year, at least once. (Source: http://libraries.pewinternet.org/2012/06/22/part-4-how-people-used-the-library-in-the-past-year/ ). Given the diversity of people that use libraries and library related products, especially with evolving technology, companies that feed libraries with content and create library products, need to ensure they are accessible to one and all. Several standards such as Section 508, WCAG 1.0 and 2.0 lay down guidelines to follow to promote web accessibility. Besides library product companies, librarians and library users can also do their bit in enhancing accessibility in library products and content.

This panel discussion on “Enhancing User Accessibility in Library Products” has been structured with a diverse representation of product and service companies that are in the library, publishing and educational domains, with people who have a strong business and technology background. The panel will facilitate a lively interactive lunch discussion around:

1. Why is accessibility of significance to the library market?
2. What are the standard guidelines in building accessibility in library products?
3. What roles do product companies, librarians and users play in promoting accessibility?
4. What practices and implementation techniques can be adopted over and above the standard guidelines in building a truly accessible product?
5. A case study brought to the table to highlight the points discussed

avatar for Timothy Babbitt

Timothy Babbitt

SVP, Platform Management, ProQuest
Tim Babbitt is Senior Vice President, ProQuest Platforms and is responsible for bringing innovation to platform content and tools that support researchers across the entire lifecycle of their research. Prior to joining ProQuest in 2009, Babbitt served as the Chief Information Officer... Read More →
avatar for Frank Menchaca

Frank Menchaca

Executive Vice President, Research Solutions, Gale, Cengage Learning
Frank Menchaca is executive vice president of Gale, Cengage Learning.  Frank began his career with Gale in 1994. He has held various positions of increasing responsibility since then, including vice president and publisher of four imprints: Charles Scribner's Sons, Macmillan Reference... Read More →
avatar for Rajini Padmanaban

Rajini Padmanaban

Director,Testing Engagements, QA InfoTech
As Director of Engagement, Rajini Padmanaban leads the engagement and relationship management for some of QA InfoTech's largest and most strategic accounts. She has more than eleven years of professional experience, primarily in the software quality assurance space. Rajini actively... Read More →
avatar for Mukesh Sharma

Mukesh Sharma

CEO, QA InfoTech
As founder and CEO of QA InfoTech Worldwide, Mukesh is responsible for the company's vision and leads the organization's worldwide operations, marketing, sales and development efforts. He founded QA InfoTech with a vision to provide unbiased Quality Assurance (QA) testing solutions... Read More →

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

12:45pm EST

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

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

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

avatar for Helen Aiello

Helen Aiello

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

Lorraine Huddy

Librarian for Collaborative Projects, CTW Library Consortium

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

12:45pm EST

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

avatar for Ann Okerson

Ann Okerson

Senior Advisor, IFLA (International Federation of Library Associations)

Tom Sanville

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

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

12:45pm EST

Keep Calm and Carry On: eBook Success @ Undergraduate Libraries

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

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

avatar for Mary Barbosa-Jerez

Mary Barbosa-Jerez

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

Cathy Goodwin

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

Roberta Schwartz

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

Jaron Vesely

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

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

12:45pm EST

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

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

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

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


avatar for Rick Burke

Rick Burke

Executive Director, SCELC

Andrea Cernichiari

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

Adam Chesler

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

Julia Gelfand

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

Douglas LaFrenier

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

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

12:45pm EST

Lessons from the Charleston Conference for Law Libraries
Moderated discussion for Law Librarians to explore the theme of the Charleston Conference and points brought up by the keynote speakers. The Charleston Conference is a great view venue for discovering and learning trends in information acquisitions. Topics not necessarily addressed at the annual meeting of the American Association of Law Libraries. Specific library types, such as law libraries, need to reflect on what they have learned at the Charleston Conference and the possible impacts on our libraries and user populations. This is particular true as the American Bar Association, law school accrediting authority, shifts the focus of its statistics from volumes and budgets to titles, formats, and budgets.


Paula Tejeda

Head of Technical Services, Charleston School of Law
Education: M.L.S., University of Puerto Rico, 1974; B.S. University of Puerto Rico, 1969 Work experience: July 2004 to date:  Charleston School of Law, Sol Blatt Jr. Law Library Associate Law Librarian/Head of Technical Services.  Member of the founding staff of the School... Read More →

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

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

Yet Another PDA Presentation!

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

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

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

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

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

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


Janice Adlington

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

Julie Kliever

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

Harriet Rykse

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

David Swords

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

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

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 C. Schonfeld

Roger C. Schonfeld

Director of Libraries, Scholarly Communications and Museums Program, 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