32nd Annual Charleston Conference Issues in Book and Serial Acquisition

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Preconference [clear filter]
Wednesday, November 7

9:00am EST

Morning Preconference: Collection Development and Acquisitions Policies and Procedures – Do They Meet the Needs of Today’s Academic Library Environment?

With recent vast changes in formats, purchase/subscription options, and funding sources, many librarians are wondering if their existing policies, procedures, and processes are meeting their library’s needs in the current environment.

In this presentation and workshop participants will be introduced to the entire allocation, acquisitions and collection development process at the Dean B. Ellis Library of Arkansas State University.  The discussion will begin with a presentation of the annual collection development calendar utilized by the Ellis Library, followed by an overview of the formula-based allocation process utilized there.  The materials selection process and overall budgeting principles will also be presented.

A central theme of the initial presentation will be how these processes have changed in recent years due to the changing academic library scene.
Bailey and Creibaum will then lead attendees in a lively discussion and information sharing session to identify a variety of practices utilized by institutions of varying sizes and missions.  Information gathered will be used in the development of a major survey to be conducted by the presenters, which they anticipate presenting at a future Charleston Conference.

Attendees will be exposed to a number of ideas for improving collection development and acquisitions policies and procedures in their libraries and will leave the session with a greater understanding of the variety of processes available to academic libraries.

avatar for Jeff Bailey

Jeff Bailey

Library Director, Arkansas State University
A native of Dayton, Ohio, Jeff Bailey was appointed Director of the Dean B. Ellis Library of Arkansas State University in 2012 after leading the library for three years in an interim capacity. In his academic library career, Jeff has held positions in both public and technical services... Read More →
avatar for Linda Creibaum

Linda Creibaum

Acquisitions and Serials Librarian, Arkansas State University
Linda Creibaum is Acquisitions and Serials Librarian at Arkansas State University, where for the last 15 years she has been fascinated at the change in library resource formats and the nature of the “problems” she solves in her work day. Linda has worked in a variety of library... Read More →

Wednesday November 7, 2012 9:00am - 12:00pm EST
Francis Marion Gold Ballroom 387 King Street, Charleston, SC 29403

9:00am EST

Morning Preconference: Negotiating with Vendors

The introduction of digital content created a new link in the information chain:  the license. Almost every librarian responsible for arranging  electronic access to information has had to review or negotiate not just prices but contractual terms, adding hours -- sometimes frustrating hours at that -- to the process of buying materials.  But few have legal training, and most non-sales people haven't spent a lot of time thinking about what underpins successful negotiations.  Negotiating with Vendors brings together librarians and vendors -- plus a lawyer or two -- to help you prepare for these discussions.  You'll come away with a better understanding of why licenses matter, and how to use them to safeguard your rights and ensure that both party's obligations are made clear.  Some of the dizzying legalese will come into focus, and armed with fresh insights you'll be able to approach license discussions with less anxiety and doubt.


N. Bernard “Buzzy” Basch

President, Basch Subscriptions
avatar for Rick Burke

Rick Burke

Executive Director, SCELC
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 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.

Ward Shaw

Independent Investor
Ward Shaw is a private investor and frequent contributor within the scholarly information community. Previously, he founded and owned the CARL Corporation and UnCover Inc., and served as Chairman and CEO of those companies. He was Executive Director of the Colorado Alliance of Research... Read More →
avatar for Bruce Strauch

Bruce Strauch

Professor of Business Law, The Citadel
Bruce Strauch, J.D. is a Professor of Business Law and Director of the Citadel Mentors Program. He holds degrees from UNC-Chapel Hill and Oxford, is extensively published in the field of copyright and trademark, is the author of nine novels and the publisher of a trade journal of... Read More →

Wednesday November 7, 2012 9:00am - 12:00pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403

9:00am EST

Morning Preconference: Swimming in a Whirlpool: A Frank Discussion of e-Book Programs, Problems and Possibilities

Notes from Julie Blake, OhioLINK

Join us for a preconference session that we hope will be a candid and frank discussion of e-books presented by librarians who are currently using the various e-book programs chronicling their experiences.   In the audience will be representatives from the major e-book vendors who will be there to field questions and comment. We want to encourage and expect the sort of spirited dialogue for which Charleston is known and that good information will result.  


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 →

Julie Blake

Julie is the Assistant Director for Electronic Licensing at OhioLINK, a consortium of approximately 90 academic libraries in Ohio. She earned a Master’s in Library Science from Indiana University and a Master’s in Business Administration from St. Cloud State University. A native... 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 →

Jeanne Harrell

Collection Development Operations & Acquisitions Services, Texas A&M University
Jeanne Harrell is an Associate Professor and Coordinator of Monograph & Automated Acquisitions for the Texas A&M University Libraries in College Station, Texas.  She has been a member of the library faculty at Texas A&M for twenty-seven years.  She has been active in both the Texas... Read More →
avatar for October Ivins

October Ivins

Principal and Consultant, Ivins eContent Solutions
October was an academic librarian for 20 years at UNC and LSU, and was an executive at two Boston area publishing services dot coms.  She is an independent consultant to publishers and other content providers, associations, libraries, and consortia.  Projects typically include market... Read More →
avatar for Jack Montgomery

Jack Montgomery

Professor, Coordinator, Acquisitions and Collection Services, Western Kentucky University Libraries

Wednesday November 7, 2012 9:00am - 12:00pm EST
Francis Marion Colonial Ballroom 387 King Street, Charleston, SC 29403

9:00am EST

All Day Preconference - Shared Print Monographs: Making It Work

To date, shared print programs have focused largely on journals. Initiatives from WEST, CIC, ASERL and others have demonstrated the savings, efficiency and collection security possible through structured collaboration.

Monographs pose a different challenge. Books far outnumber journals, and each title-level decision to share or withdraw yields little space. New tools and approaches are evolving to make shared print programs work for books. The keys are to aggregate and analyze data, to develop robust policies and business models, and to utilize library-defined rules. Two recent initiatives are noteworthy:

In March 2012, the Midwest Collaborative for Library Services (MCLS) and Sustainable Collection Services (SCS) completed a shared print pilot project with seven Michigan academic libraries. Monograph collections ranged in size from 160,000 to 1.2 million volumes. This Shared Print Initiative (SPI) resulted in 534,000 withdrawal candidates, while retaining two print copies of all titles within the group.

The Maine Shared Collections Strategy (MSCS) includes 8 of Maine’s largest libraries, plus the state’s consortium: Maine InfoNet. The group is several months into a 3-year project to develop a statewide program for shared management of print collections—including monographs. Participating libraries will collaborate on storage, retention, and preservation decisions.

Please join us to learn more about these pioneering projects. Topics will include:

• Managing data from multiple ILS systems
• Normalizing bibliographic, item, and circulation data
• Developing and refining withdrawal and retention criteria 
• Improving decisions with data
• Allocating withdrawal and retention responsibility
• Recovering from errors
• Maintaining momentum and flexibility
• Developing an MOU
• Managing and growing the group
• Moving from project to practice
• Managing campus relations

12 shared print veterans from pilot libraries, MCLS, SCS, and MSCS will share their respective viewpoints, offering practical steps for moving forward. To paraphrase Stephen Colbert, the day’s message will be: ‘We Are Shared Monographs (And So Can You!).’


Andy Breeding

Partner, Sustainable Collection Services
avatar for Barbara Cockrell

Barbara Cockrell

Associate Dean, Western Michigan University
Barbara Cockrell is entering her sixth year as Associate Dean at Western Michigan University Libraries where she has responsibility for collections management and technical services. She provides leadership and accountability for collections issues that include the acquisitions budget... Read More →

Randy Dykhuis

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

Ruth Fischer

Partner, Sustainable Collection Services
Ruth was born in Washington, DC. She graduated from Earlham College with a B.A in American Frontier History and she holds a Masters in Education from Penn State. For many years prior to the start of SCS, Ruth was one of the R's in R2 Consulting, analyzing library workflows, organizational... Read More →
avatar for Scott Garrison

Scott Garrison

Dean, Ferris State University
Scott Garrison is Dean of the Ferris Library for Information, Technology, and Education at Ferris State University. His focus is leveraging the flux, uncertainty and disruption libraries and their institutions face, existing and new tools and user behavior, and key relationships across... Read More →

Pamela Grudzien

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

Clement Guthro

Director of Libraries, Colby College

Robert Kelly

Collection Development Librarian, Eastern Michigan University

Rick Lugg

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

Deborah Rollins

Head, Collection Services, University of Maine
Deb Rollins is the Head of Collection Services at the University of Maine and co-PI for the IMLS-funded Maine Shared Collections Strategy project http://www.maineinfonet.net/mscs/. She is responsible for overall collection development and acquisitions at UMaine, and also manage... Read More →
avatar for Doug Way

Doug Way

Head of Collections and Scholarly Communications, Grand Valley State University
Doug Way is the Head of Collections and Scholarly Communications at Grand Valley State University, where he previously held positions as Head of Liberal Arts Programs and as Government Documents Librarian. Doug has written and spoken extensively on the use of academic library collections... Read More →

Wednesday November 7, 2012 9:00am - 4:00pm EST
Courtyard Marriott Grand Cypress Ballroom 125 Calhoun Street, Charleston, SC 29401

1:00pm EST

Afternoon Preconference: COUNTER at 10: Evolving Measures of Journal Impact, Value and Utility

Hazel Woodward's Slides             Paul Wouter's Slides

Since it was launched in 2002, COUNTER has become an established standard that librarians worldwide now use to help them assess the value and utility of the journals in their collections. COUNTER-based metrics such as ‘cost-per-download’ have been used to compare the value of journals from different vendors. Yet, in the last decade the way online journals are structured and accessed has changed significantly and we must ask if the traditional, COUNTER-based usage statistics now provide sufficient insights into the usage of today’s online journals. Researchers are, after all, developing new activities such as blogging and twittering. Should we be measuring these and other forms of activity beyond item downloads, searches, etc? Would reporting content downloads at the sub-article level provide clarity or confusion?

For an even longer period, ISI citation data have been used as a basis for measuring the impact and influence, not only of journals, but also of individual authors and their institutions. What role will citation measures have in the future?

More recently, some novel forms of impact measurement – altmetrics- have emerged, that are both impressive and startling, and which attempt to provide new insights and alternatives to traditional  measures, such as the number of readers, tags used, bookmarks, comments and threads, blogging and tweets. A pioneer in this area has been PLoS, and as yet few other publishers have developed a large suite of altmetrics.

The transformation of scholarly communication into a variety of digital networked forms has created both challenges and opportunities for the evaluation of the impact of research. The aim of this pre-conference is to provide a forum for the discussion of new ways of assessing the scientific and social impact of research publications and to identify possible future directions for such metrics.


Mayur Amin

Director of Research, Elsevier
Mayur heads a global Research and Relations group at Elsevier and is based in Oxford.  He has been involved in scholarly publishing for over 30 years, initially with Pergamon and then with Elsevier. His early interest in the communication needs of the scholarly community was formed... Read More →

Richard Cave

Director of IT and Computer Operations, PLOS
Richard oversees the I.T. Operations and Development teams at PLOS. When he joined PLOS in 2005, the I.T. department consisted of two web producers and a few decrepit servers. Fast forward to 2012 - the team now consists of almost twenty employees including developers, support technicians... Read More →
avatar for Carol Tenopir

Carol Tenopir

Professor, University of Tennessee, School of Information Sciences
A frequent speaker at professional conferences and prolific author, Carol Tenopir is a Chancellor’s Professor at the University of Tennessee. For the last decade she has served on the Leadership Team of the NSF-funded DataONE project, which has brought together librarians, scientists... Read More →
avatar for Berenika Webster

Berenika Webster

Product Manager, Thomson Reuters
Dr Berenika M. Webster is a Product Manager for the Thomson Reuters Scientific.  She is responsible for the development of two research analytics products: InCites and Research in View.  Berenika holds a Masters degree in Information Science from University of Western Ontario and... Read More →

Hazel Woodward

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

Paul Wouters

Centre for Science and Technology Studies, University of Leiden

Wednesday November 7, 2012 1:00pm - 4:00pm EST
Francis Marion Gold Ballroom 387 King Street, Charleston, SC 29403

1:00pm EST

Afternoon Preconference: Positive Trends in Sustainability? Emerging Approaches to Archiving Licensed Databases

Libraries invest millions of dollars annually in commercially produced research databases. How can affordable, persistent access to these costly digital resources be ensured? What specific archiving and replacement provisions do the various database publishers currently offer? Is persistence now a standard to be expected? What innovations can libraries and researchers expect in the near future?     


  • Introduction:  Marie Waltz, Center for Research Libraries, on core expectations and recent developments in trusted digital repositories.
  • Tim Babbitt, Senior Vice President, Platform Management, ProQuest, on ProQuest’s development of a sustainable platform for long-term content management.
  • Stephanie Orphan, Publisher Relations Manager, Portico, on the operational and business model impact of Portico’s program to archive digitized collections of historical materials.
  • Caitlin Tillman, Head, Collection Development, University of Toronto Libraries and Chair of the OCUL (Ontario Council of University Libraries) Information Resources Committee.  Speaking on Scholars Portal, an academic-based digital repository locally hosting licensed content.
  • Comments: Aisha Harvey, Head, Collection Development, Duke University, on a collections officer’s viewpoint of how and whether these trends influence local investment decisions currently, and how they might in the future.


The CRL Global Resources Forum is a platform for analysis and expertise which enables research libraries to make informed decisions and optimize returns on their investment in traditional and digital collections.

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 Aisha Harvey

Aisha Harvey

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

Stephanie Orphan

Director of Publisher Relations, Portico
Stephanie is responsible for maintaining and expanding publisher participation in the Portico preservation service to ensure ongoing growth and sustainability of the Portico archive. She brings a dee[ understanding of publishing platforms, metadata, and packaging formats to her role... Read More →

Caitlin Tillman

Head, Collection Development, University of Toronto Libraries
A graduate of the University of Michigan, Caitlin Tillman has worked in libraries in Canada, the United States, and Italy.  She is currently the Head of Collection Development for the University of Toronto Libraries.

Marie Waltz

Head of Access Initiatives and Special Projects, Center for Research Libraries
I am newly appointed to the Head of Access Initiatives at the Center for Research Libraies. I want to learn as much as possible at this meeting about the tools and services used in other libraries. I am also involved in several of the Center for Research Libraries (CRL) print archive... Read More →

Wednesday November 7, 2012 1:00pm - 4:00pm EST
Francis Marion Colonial Ballroom 387 King Street, Charleston, SC 29403

1:00pm EST

Afternoon Preconference: Serials Resource Management

How does one manage the libraries resources when we are adding new faculty, new courses the number of students and we are told cut our materials budget. Learn some approaches from your colleagues.


N. Bernard “Buzzy” Basch

President, Basch Subscriptions
avatar for Rick Burke

Rick Burke

Executive Director, SCELC
avatar for Patrick Carr

Patrick Carr

Head of Electronic & Continuing Resources Acquisitions, East Carolina University
Patrick Carr is Head of Electronic & Continuing Resources Acquisitions at East Carolina University’s Joyner Library. Prior to starting at East Carolina University in 2008, he worked in serials librarian positions at Mississippi State University for three and a half years. Patrick... Read More →
avatar for Leigh Ann DePope

Leigh Ann DePope

Serials/Electronic Services Librarian, Salisbury University
Leigh Ann DePope is the Serials/Electronic Services Librarian at Salisbury University. She is responsible for all aspects of serials and electronic resource management. She has serials experience in both public and academic libraries. Leigh Ann has earned her MLS from Clarion University... Read More →

Julia Gammon

University of Akron
Julia Gammon is Head of the Acquisitions Department at the University of Akron. Active in the library community, Ms. Gammon was President of NASIG and is involved in ACRL, ALA and ALCTS committees. She was co-editor of Advances in Serials Management and is on the editorial board for... Read More →

Gracemary Smulewitz

Rutgers University
Gracemary Smulewitz is the Head of Distributed Technical Services at Rutgers University Libraries.  She earned a Bachelor of Arts in Romance Languages from the University of Tennessee and a Master of Library Science from Rutgers University.  Ms. Smulewitz has worked with serials... Read More →

Susan Zappen

Skidmore College
Susan Zappen became Head of Technical Services at Skidmore College's Lucy Scribner Library in 1995 and became Associate College Librarian for Collections in 2001. She has been attending the Charleston Conference nearly every year since 1989, the year Hurricane Hugo tried but failed... Read More →

Wednesday November 7, 2012 1:00pm - 4:00pm EST
Francis Marion Pinckney Room 387 King Street, Charleston, SC 29403