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Wednesday, November 7

11:30am EST

A Tale of Two Systems: Open Educational Resources and Affordable Learning Solutions
American student loan debt, at $1.5 trillion, has now surpassed the total US credit card debt. In response, librarians, educators and government officials are looking for ways to make required course materials more affordable. As the impact of rapidly rising textbook prices often makes students have to choose between required course materials and other life essentials, academic libraries are feeling more pressure to respond. This panel will cover the different yet kindred approaches taken by the Alabama and California state systems in tackling this long-standing issue.

One method for cutting student expenses is by replacing costly traditional textbooks with open educational resources (OER), which are teaching and learning materials that you may use and reuse. OER are typically available in a variety of formats, both no-cost digital and low-cost print. This makes courses, and college as a whole, more accessible, particularly for lower income students. Recognizing these and other benefits, state agencies that support higher education in Alabama, the Alabama Virtual Library (AVL) Council and academic libraries are working in tandem to make educators aware of the resources’ benefits and promoting adoption of them. This panel will describe how the Alabama Commission on Higher Education promotes OER while respecting “academic freedom,” identifies potential funding sources, shares best practices, while also highlighting some potential challenges.

Another option is the approach of the California State University System (CSU). In response to the rapidly rising costs of course materials the Chancellor's Office of the CSU and state authorities have initiated a program called Affordable Learning Solutions (ALS) (https://als.csuprojects.org/) to address the problem. Individual CSU libraries actively participate in the ALS process, but there has been little coordination between libraries. This started to change in 2018 when CSU libraries initiated the development of a shared textbook acquisition program. The panel will review the scope of the ALS initiative and discuss the emergence of the textbook program. In addition the results of a CSU-wide “textbook survey” will be reviewed, and practical strategies and solutions to the challenges of textbook acquisitions will be discussed within the context of the CSU and beyond.

avatar for David Hellman

David Hellman

Collection Development Coordinator, San Francisco State University
David Hellman is the Collection Development Coordinator and an Associate Librarian at San Francisco State University. He has held previous positions at Santa Clara University, New York University and the Brooklyn Public Library. David has presented at several conferences including... Read More →
avatar for Ron Leonard

Ron Leonard

Director of Special Initiatives, Alabama Commission on Higher Education
For the last year, Ron Leonard has held the newly-created position of Director of Special Initiatives at the Alabama Commission for Higher Education. As such, he manages two, large statewide projects, a FAFSA completion project and an OER initiative, and several smaller projects... Read More →
avatar for Neil Sorensen

Neil Sorensen

Sales Specialist Sr, ProQuest Books

George Wrenn

Head of Information Resource Management, Humbolt State University

Wednesday November 7, 2018 11:30am - 12:10pm EST
Colonial Ballroom, Embassy Suites

11:30am EST

Accessibility & Publishing: Practices for equitable access and maximum impact
What are publishers, vendors, and libraries doing to make publications accessible—to readers with print disabilities and to readers facing other barriers to access? This panel will address this question from various perspectives to give audience members a sense of the accessibility and publishing landscape today, and a look at promising practices that may change that landscape in the near future.

Panelists from university presses, vendors, and libraries will outline current practices in their respective fields and outline the ways in which those fields are changing. We will focus on the practical matters of making books accessible to readers with print disabilities and on the transformational possibilities of incorporating accessible practices into every aspect of the scholarly communication lifecycle.

Audience members will interact with leaders in the field during Q&A and will learn about resources to explore further, including the 2018 Charleston Briefings book, Accessibility & Publishing.

avatar for Susan Doerr

Susan Doerr

Associate Director, University of Minnesota Press
Susan Doerr, the Associate Director at the University of Minnesota Press, is a twenty-two year publishing veteran with experience in literary, corporate, and scholarly publishing and distribution. Susan manages the Manifold Scholarship (www.manifoldapp.org) partnership with the CUNY... Read More →

Stephanie Rosen

Accessibility Specialist, University of Michigan
Stephanie Rosen promotes the accessibility of scholarship, publishing, and teaching in her work as Accessibility Specialist at University of Michigan Library. Her background is in teaching and media organizing in the areas of queer, feminist, and disability thought. She has worked... Read More →
avatar for Peter Alan Smith

Peter Alan Smith

Executive Professor in Residence, College of Charleston School of Business
avatar for Emma Waecker

Emma Waecker

Senior Product Manager for eBooks, EBSCO Information Services
Emma has been at EBSCO Information Services for 9 years, and is currently Senior Product Manager for EBSCO eBooks. She is passionate about all things user experience, and has recently been focused on advancing the accessibility and mobile responsiveness of the EBSCO eBooks experience... Read More →

11:30am EST

Adapting Library Workflows to Accommodate Transferred Journals
Effective electronic resources management is comprised of ever evolving complex processes. One especially challenging component is to seamlessly ensure continuity of access and service to transferred journals, or journals that have changed publishers. The aspect that is particularly problematic throughout this process is the tracking of these changes. In the past at Rowan University Library, this process had not been monitored proactively. The concern today is to ensure that these changes are tracked so as to not interrupt the user’s research.

The library has addressed this challenge by implementing workflows that use the National Information Standards Organization (NISO) Enhanced Transfer Alerting Service, which is a feed notifying subscribers of journals transferred from one publisher to another. In addition to the Enhanced Transfer feed, the Journal Transfer Notification Database has made it easier than ever for libraries to track transferred journals. This presentation will illustrate Rowan University Library’s transferred journal management procedures and how these have evolved over time to improve the user experience, our eresources and collection management workflows, and to incorporate institutional best practices.

avatar for Christine Davidian

Christine Davidian

Electronic Resources and Serials Librarian, Rowan University
avatar for Jennifer Matthews

Jennifer Matthews

Collection Strategy Librarian, Rowan University

11:30am EST

Advancing Discovery Throughout the Scholarly Communications Workflow
Each year, in excess of two and half million scholarly articles are published. When you add to this the different versions of these articles, the data which underpins these articles, along with other academic outputs such as conference proceedings etc, the wealth of information available to researchers is growing rapidly. Researchers need to be able to discover, access, and share this information in order for it to be put to its proper use – the development of future discoveries. Publishers are actively engaged in methods to help researchers connect with very specific resources that meet their needs. This starts with advising authors how to be specific in their use of titles, keywords and abstracts, and travels the full route through scholarly communications by offering accurate classification in metadata and participating in programs to make use of Google Scholar a more satisfying experience. This session will seek to cover a broad array of techniques and technologies that are in use or under development to enhance the experience of researchers as consumers of scholarly content. During this time we will ask how are publishers helping librarians and their users make the most of their collections? What are the barriers in their way? What are they not doing that they should be? What role does technology have in helping both publishers and librarians ensure researchers have access to the content they need?

avatar for Amira Aaron

Amira Aaron

Associate Dean, Scholarly Resources, Northeastern University Libraries
Amira Aaron is currently the Associate Dean for Scholarly Resources at Northeastern University, where she is responsible for collections, technical services, and information access and discovery. Previously, she was Director for Information Resources at Brandeis University and also... Read More →
avatar for Daniel Hook

Daniel Hook

CEO, Digital Science
avatar for Jaco Zijlstra

Jaco Zijlstra

Vice President in Product and Platform Group, Springer Nature
Jaco Zijlstra is VP, Products and Platforms at Springer Nature.  Jaco has over 25 years of experience in the digital publishing business, ranging from scientific publishing to education and business to business. He worked for Elsevier Science for 16 years, starting with Elsevier’s... Read More →

Wednesday November 7, 2018 11:30am - 12:10pm EST
Calhoun Room, Francis Marion Hotel

11:30am EST

E-book is Not a Four-letter Word. (Or, how we reduced anxiety and increased liaison confidence in acquiring and engaging our users with e-books.)
Update: download presentation and related resources here:


As the landscape of e-book publishers, platforms, and acquisition models continues to shift and expand, librarians and staff working in collection development and acquisitions do their best to stay on top of ever-changing decision-points and workflows.

At the William H. Hannon Library at Loyola Marymount University, twenty librarian-liaisons are also expected to stay informed of new or changing options when it comes time to select a format for monographs in their subject areas. But selection is a secondary responsibility for most of our liaisons, and information about changes in our e-book collection development shared via email or even through semi-regular face to face liaison meetings often fails to “stick.” As a result, many liaisons continue making selection decisions about e-books based on outdated or incomplete information, or in some cases become overwhelmed and omit e-books from their decision-making process altogether.

As if frustration during the selection process weren’t enough, public services librarians also reported challenges with helping our users understand the increasing complexities of selecting and using e-books for their research.

In order to prevent “e-book” from becoming a profane phrase, staff in Acquisitions & Collection Development decided to see what we could do to increase communication and reduce e-book anxiety for our liaisons both as selectors and in their roles working with end-users.

At this presentation, which will be of interest to librarians and e-book vendors or publishers alike, attendees will learn about the development and implementation of a two-hour interactive E-book Boot Camp designed to increase LMU librarians’ knowledge and confidence in making informed decisions about e-book selection in GOBI and in providing support to our students and faculty. Attendees will leave with a template for in-house professional development that can be adapted for use at their own institutions.

avatar for Jamie Hazlitt

Jamie Hazlitt

Librarian for Collection Development & Evaluation, Loyola Marymount University

Wednesday November 7, 2018 11:30am - 12:10pm EST
Grand Ballroom 2, Gaillard Center

11:30am EST

Flipping the model: A values-based, consortial approach to journal negotiations
Session co-authored by Georgie Donovan, Associate Dean for Collections and Content Services  at William and Mary Libraries, who was unable to attend the conference. 
In negotiating journal pricing, the disadvantages libraries face are well documented. Diminishing library budgets, vendor consolidation, an ever-expanding availability of e-resources, and rising inflationary costs have created chronic, unsustainable subscription pricing. Pricing issues are exacerbated by traditional negotiations, where libraries begin negotiations based on the offers made by publishers and vendors. Big package deals, while lowering the costs per article and expanding access to research resources, have conversely increased overall costs, which disproportionately consume library budgets, and fenced off large swaths of content from cancellation. Frustratingly, when attempting to break from all-encompassing access models, institutions find publishers offering a smaller number of titles for only slightly, if any, less money. When this is coupled with the loss of researcher access, and the increased staffing needed to manage individual subscriptions, the issues are clear.

Potentially sustainable pathways are emerging, including Open Access and read/publish models. Although not yet able to meet all needs, they hold the most promise for a scholarship ecosystem that more fairly accounts for publication costs, the contributions of the academy, and the public good. And although libraries are ready to make a leap now, there are real long-term institutional trust and communication risks to not providing researchers access to the materials these deals currently provide, however unsustainable.

This presentation details the efforts of a task force within VIVA (Virginia’s academic library consortium) to create a bridge-solution between the current acquisition model and the future vision of its members. Using data analysis, existing models, and the power of the collective, this radical consortial approach allows for both flexibility and sustainability. Most importantly, it frees up member institutions to establish distinctive collections, while creating the necessary space, to make significant progress on the conversion to Open Access.


Beth Blanton-Kent

Collections Librarian, University of Virginia Library
avatar for Cheri Duncan

Cheri Duncan

Director of Scholarly Resources & Discovery, James Madison University
Cheri Jeanette Duncan is the Director of Scholarly Resources & Discovery at the James Madison University and a frequent presenter at professional conferences. For over 24 years, she has served in various positions and leadership roles within JMU Libraries, ranging from cataloging... Read More →
avatar for Edward Lener

Edward Lener

Associate Director for Collection Management, Virginia Tech
Edward Lener is Associate Director of Collection Management in the University Libraries at Virginia Tech and College Librarian for the Sciences. Edward is the university's representative to the Collections Committee of the VIVA library consortium and a co-author of the book Graduate... Read More →
avatar for Genya O'Gara

Genya O'Gara

VIVA Deputy Director, George Mason University/VIVA
Genya O’Gara is the Associate Director of VIVA, the academic library consortium of Virginia, which represents 72 higher education institutions within the Commonwealth. She received her MSLS from UNC-Chapel Hill, and her BA from the Evergreen State College.

Wednesday November 7, 2018 11:30am - 12:10pm EST
Grand Ballroom 3, Gaillard Center

11:30am EST

Increasing E-Resources Provision in Caribbean Law Libraries: Are These Collection Development Practices Acceptable?
Academic librarians are being asked to ensure provision of a percentage of their collection in electronic formats. This requirement is heavily based on a perceived need to work smarter and more efficiently to support virtualisation for anywhere, anytime access. This has led to a budget shift towards virtualisation and digital collections. A critical question is whether this shift is acceptable to users of academic law libraries. The presenter will focus on:
• Whether the needs of law students and faculty are enhancing or inhibiting this mandate for collection development managers to increase e-resource content provision, in an increasingly global electronic information environment.
• The nature of Caribbean students and faculty’s changing expectations for e-resources access provision,
• The challenges faced by on campus, off campus and mobile users, and
• Recommendations for academic law libraries, with lean budgets, when considering collection development shift to e-resources.

avatar for Myrna Douglas

Myrna Douglas

Head, Law Librarian, Law Branch Library, University of the West Indies (Mona Campus)

Wednesday November 7, 2018 11:30am - 12:10pm EST
Rutledge Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403, USA

11:30am EST

Inspec Analytics: Beyond Scientific Discovery
Sponsored by The IET.

See how Inspec Analytics gives you unparalleled insights into your organisations research, scientific trends and global collaborations in Engineering & the Physical Sciences


Tim Aitken

Senior Product Manager, Inspec, The IET
Tim Aitken joined the Institution of Engineering and Technology in 2016 as Senior Product Manager of Inspec, having worked in scientific data management for over 15 years. Tim graduated in Chemistry & Computing from Brighton University, and began work as a software developer, developing... Read More →

avatar for The IET


The Institution of Engineering and Technology publishes world-class engineering & technology content, including journals, books, conference proceedings and the world-renowned Inspec database.

Wednesday November 7, 2018 11:30am - 12:10pm EST
Gold Ballroom, Francis Marion Hotel

11:30am EST

Is Your Library Prepared for the Reality of Virtual Reality? - What you need to know and why it belongs in your library!
VR is no longer just gaming. It’s increasingly being deployed across academic campuses, and is becoming indispensable in fields ranging from the humanities to engineering to anthropology. A recent survey indicated that 100% of ARL campuses were using VR, with 40% of libraries actively supporting it. This presentation will show practical examples of how libraries are helping their institutions build out virtual reality, utilizing 3D objects and will explain why the library is the best place to do so. It will provide a basic grounding in VR and related areas, showing what it is and why it's important to libraries. Carl Grant will present case studies of how he’s successfully deployed AR/VR by the library across the campus at the University of Oklahoma and Stephen Rhind-Tutt will present examples of how specific disciplines are creating new content databases in VR.

avatar for Carl Grant

Carl Grant

Interim Dean of Libraries, Oklahoma University
Dean (Interim) of The University of Oklahoma Libraries, a facility that has been undergoing a rapid transformation for the last five years. Here is a link to our latest annual report that shows the scope of work being done here: https://issuu.com/oulibraries/docs/ou_libraries_pro... Read More →
avatar for Stephen Rhind-Tutt

Stephen Rhind-Tutt

President, Coherent Digital, LLC

Wednesday November 7, 2018 11:30am - 12:10pm EST
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:30am EST

Know when to Hold ‘Em, Know when to Fold ‘Em: Using Data to Streamline Weeding
Libraries often have large legacy print collections that occupy significant space and are frequently considered the heart of the library. In the ever growing environment of e-resources, many libraries are rethinking print collections and attempting to make informed decisions on what to keep and what to discard. But how do you decide? Listen as two university libraries discuss how they used data to improve retention decisions. This session will detail how a small but scrappy group of Iowa State librarians and library staff used Greenglass to manage the leviathan that is a large-scale library project, withdrawing approximately 138,000 items in just under three years. They didn’t examine every item nor consult every possible stakeholder – instead they used librarian expertise to determine a threshold of what to automatically keep and automatically weed; subject specialists then examined the rest of the data. Learn how they worked with Greenglass staff to get the data they needed. In addition, learn how librarians at Fresno State collect and analyze local usage data for deselection. They will discuss how data is gathered and how it is used to weed a variety of different collections, including reference, bound journals, microforms, and (of course!) the main book stacks. Learn about the role of data in weeding local and consortial collections. This session will be helpful for libraries who are contemplating a large-scale weeding project and how Greenglass and/or local data can help.

avatar for Dawn Mick

Dawn Mick

Access Services Department Head, Iowa State University
I am the head of the Access Services department at Iowa State University, which covers circulation, resource sharing, course reserves, and monograph (e- and print firm ordering) acquisitions. Previously, I served as head of Access Services at Missouri University of Science and Technology... Read More →

Kimberley Robles Smith

Library - Collection Management, California State University - Fresno
avatar for David Tyckoson

David Tyckoson

Research Services Librarian, California State University, Fresno
David Tyckoson is a librarian at the Henry Madden Library at California State University, Fresno. He is first and foremost a reference librarian and has written and presented extensively on reference service and reference collections. He teaches RUSA’s online class on the Reference... Read More →

Wednesday November 7, 2018 11:30am - 12:10pm EST
Grand Ballroom 1, Gaillard Center

11:30am EST

Let the winds of change carry us forward: Measuring diversity and other multidisciplinary subjects in the collection
Do you know how well your library collection reflects the diversity of your student population, the disciplines in which they study, and their various perspectives? These were the questions asked by two academic librarians at Penn State University and Washington State University Vancouver. During literature searches, as they prepared to assess the collection coverage of materials relating to marginalized groups within the Penn State Libraries system and the Orbis Cascade Alliance Consortium, they discovered a disappointing lack of information on methods for assessing collections in subject specific and multidisciplinary subject areas. This session will provide an overview of two collections-based research projects, one of which focuses on LGBTQ collection materials and the other on collections related to racism and social justice as well as the methods they used to assess collection coverage in these areas.
This session will provide an overview of these collections-based research projects and the constellation of methods that were used in order to contribute to the conversation regarding collection assessment in academic libraries as well as stimulate conversation among attendees. 

avatar for Sue Phelps

Sue Phelps

Health Sciences and Outreach Services Librarian, Washington State University Vancouver

Julia Proctor

Collection Services and Strategies Librarian, Penn State University

11:30am EST

Measuring the scholarly impact of newspaper sources in research
While digitized news research databases have been available to researchers for nearly 20 years, measuring the value of this content on teaching and research outcomes remains a known challenge. Usage statistics may only convey part of the story. Increasingly, libraries want to know the value of such investments on research funding and on the quality and quantity of research outcomes.
Expanding upon a previous project quantifying the impacts of investment in humanities archives (Meyer, 2016; Meyer & Eccles, 2016, 2017) that looked at The New York Times in comparison to two digital collections: Early English Books Online and The House of Commons Parliamentary Papers, this project examines the scholarly uses of four leading newspaper titles: The Guardian, The Washington Post, The Wall Street Journal, and The New York Times.
What is the impact of digitized newspaper titles in research outcomes? The earlier study suggested that The New York Times-- when considered as a scholarly resource—had a much broader influence across disciplines than the other digital collections resources examined. What is the comparative impact of other newspaper titles across disciplines? Do the titles perform similarly across disciplines or are there significant differences?
In this presentation, we will share the methodology, outcomes and next steps from the research project, and make recommendations for those wishing to conduct similar impact studies at an individual institution level.

1. Meyer, Eric T. (2016). Quantifying the impacts of investment in humanities archives: Early English Books Online, House of Commons Parliamentary Papers, and The New York Times. Paper presented at the The Charleston Conference, Charleston, SC, USA.

2. Meyer, Eric T. and Eccles, Kathryn. (2017). From Engagement to Knowledge Machines: Understanding how digital resources are transforming knowledge. Paper presented at the 11th International Conference on Performance Measurement in Libraries, Oxford, UK.

avatar for Eric T. Meyer

Eric T. Meyer

Dean | Mary R. Boyvey Chair for Excellence | Louis T. Yule Regents Professor, School of Information, U of Texas at Austin
Eric T. Meyer is Dean and the Mary R. Boyvey Chair and Louis T. Yule Regents Professor at the School of Information at the University of Texas at Austin. His research looks at the changing nature of knowledge creation in science, medicine, social science, arts, and humanities as technology... Read More →

Wednesday November 7, 2018 11:30am - 12:10pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

11:30am EST

Meeting Customers & Users Where They Are
In today’s information landscape, libraries, publishers, and technology vendors are adopting proactive strategies to engage with customers and end-users in new ways. When addressing content discovery and access, we often discuss “meeting customers / users where they are” – but how do we know “where they are”? How are generational and cultural shifts changing the expectations of our customers and users? And, what does it look like when such a strategy is implemented? Is this purely a technological effort? Are we talking about totally new modes of librarianship, publishing, and software development? Are there implications for cross-sector collaboration? What can we learn from one another? How do we remain relevant to users when they have many competing options for information discovery and access? What's the relationship between what users do and what they say they want? This panel will demonstrate what it means to drive anticipatory, customer-centric, and user-focused strategies for supporting academic and research endeavors.

avatar for Scott Ahlberg

Scott Ahlberg

COO, Reprints Desk
Scott has decades of experience in content, document delivery, and startup businesses, starting with Dynamic Information (EbscoDoc) in the 1980s, and later as an executive at Infotrieve. He has served in various roles at Reprints Desk since 2006, providing his expertise in operational... Read More →
avatar for Stacey Burke

Stacey Burke

Senior Manager, Marketing & Communications, Science Publishing & Membership, American Society for Microbiology
As the Marketing & Communications Manager for Science Publishing at the American Society for Microbiology (ASM) leading the marketing programs for the society’s journals and books portfolio, institutional subscriptions and society membership. Through the employment of content marketing... Read More →
avatar for Bert Carelli

Bert Carelli

Director, Partnerships, TrendMD Inc.
* Publisher goals for increasing the audience for journals and other content.* Strategies for targeting key user communities* Increasing user engagement* Getting a better understanding of user behavior
avatar for Lettie Conrad

Lettie Conrad

Product Research & Development Affiliate, Maverick Publishing Specialists
I bring 15+ years publishing experience to my work with a variety of global information organizations and partners, dedicated to advancing knowledge and driving product innovations that ensure positive and effective researcher experiences. As a senior Maverick associate and independent... Read More →
avatar for Lisa Hinchliffe

Lisa Hinchliffe

Professor/Coordinator for Information Literacy Services and Instruction in the University Library, University of Illinois
avatar for Erika Valenti

Erika Valenti

President, Emerald Group Publishing

Wednesday November 7, 2018 11:30am - 12:10pm EST
Colonial Ballroom, Francis Marion Hotel

11:30am EST

Nothing happens unless first a dream: Demystifying the academic library job search and acing the application process
Academic library positions are often highly desirable for new librarians and experienced librarians interested in transitioning into a different setting. Yet for both novice and experienced librarians alike, landing an interview for an academic librarian position can feel intimidating and overwhelming. Applicants may have no academic library experience, no coursework in relevant areas, and may be competing with a large pool of qualified candidates. When academic job openings ask for years of academic library experience and library school specializations suggest that the path you pick is the path you keep until retirement, it begins to feel as though finding a position in an academic library is an insurmountable endeavor. As three librarians who have successfully made the move into an academic setting, we can attest that though the way may be unclear, this goal is not impossible to achieve. In this session, attendees will learn about transitioning to an academic library from diverse backgrounds and hear lessons learned from three early-career librarians.

This session will provide attendees interested in the Up and Coming thread valuable behind-the-scenes insight into the academic hiring process. Session attendees will:

● Learn how to tailor their application materials to an academic position and why this is crucial for success
● Get a glimpse of some of the situations and expectations they are likely to encounter during the interview process and suggestions for handling them
● Leave with a greater understanding of some of the facets unique to the academic setting with which applicants might not be familiar (e.g., shared governance, highly specialized roles, and the tenure process)

The presenters will develop and share handouts, including a sample job description with application materials tailored to that position, and look forward to a lively discussion with session attendees. MLS students are encouraged to attend.


Whitney Jordan

Acquisitions Librarian, Western Carolina University
avatar for Scottie Kapel

Scottie Kapel

Scholarly Communication Librarian, Western Carolina University

Elizabeth Skene

Special and Digital Collections Librarian, Western Carolina University

Wednesday November 7, 2018 11:30am - 12:10pm EST
Magnolia Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401, USA

11:30am EST

Open Web Tools
Scholia is a new tool from Wikidata that allows users to gain insights from over 70,000,000 open scholarly citations aggregated from a number of sources and publishers.

My presentation will provide a live overview of Scholia and a number of other open web tools and research resources looking for trends, opportunities, use cases.

Attendees will leave with a large list of resources to demo on their own and share with colleagues.

Resources I will discuss include:

Open MINTED Corpus Builder
Decentralized Web Tools including Beaker Browser and DIRT Protocol
Get The Research (Launching Fall 2018)
Microsoft Academic
GDELT Summary

and others.

avatar for Curtis Michelson

Curtis Michelson

Founder and Principal, Minds Alert, LLC
Organizational Strategy and Design
avatar for Gary Price

Gary Price

Founder/Editor, infoDOCKET and Consultant, Self
Gary Price is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area.  He is currently the Resource and Reference Center Director for GIJN and editor of infoDOCKET.com, a daily update of news and new research tools.He lives near Washington... Read More →

Wednesday November 7, 2018 11:30am - 12:10pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:30am EST

Preparing the Way for our Linked Data Future: Making MARC the Best it can Be
Libraries’ transition to linked data and the Web is well under way. However, in order to make this transition, libraries must first wean themselves from their current means of data communication, MARC. MARC was a revolution in its day. It allowed data from library card catalogs to be encoded in machine-readable form, enabling the catalog cards to be reproducible on the computer screen and the data to be exchanged freely among libraries. It is a fifty-year-old technology, however, originally designed for magnetic tape-based computers, and now only understood by library systems. In addition, the MARC formats are semantically inexpressive and have isolated libraries from the development of the Web. But for all its downsides, MARC is still the predominant method of communication throughout our Vendor/Library community and the majority of the linked data libraries’ will find essential will need to be generated from their MARC holdings. In October of 2017, the Program for Cooperative Cataloging issued a report from the Task Group on URIs in MARC. The inclusion of URIs in MARC data will insure the cleanest and most efficient means of conversion to linked data.

The session will begin with a brief introduction about the importance of the transition to linked data and a summary of the objectives of the PCC URI task force. A panel of members from three vendors supplying this enhanced service (Backstage Library Works, Casalini Libri, and Proquest/Coutts) will explain their services and how they have responded to the PCC Task Group. Members of the audience can interact with the panel and ask about these services in relationship to their libraries. Members of the audience can expect to learn more about the transition to linked data and how to better prepare their MARC data for this inevitable transition.

avatar for Richard Belanger

Richard Belanger

Senior Vice President, Head of ProQuest Books, ProQuest
Experience & BackgroundRich Belanger leads the ProQuest Books business unit. He’s responsible for creating products that simplify the acquisition and delivery of books to our 5,000+ global academic customers; transforming the ebook reading experience for students, faculty, and researchers... Read More →
avatar for Casey Cheney

Casey Cheney

Vice President of Automation Services, Backstage Library Works
avatar for Tiziana Possemato

Tiziana Possemato

Casalini CIO - @Cult Director, Casalini Libri & @Cult
avatar for Philip Schreur

Philip Schreur

Associate University Librarian for Technical and Access Services, Stanford University
Currently, I am most interested in the transition of traditional Technical Services workflows from MARC-based to linked data-based counterparts. I feel that we will be living in a hybrid environment (MARC/linked data) for quite some time and that we will need to carefully assess which... Read More →

11:30am EST

Strategic Restructuring: staffing collections for an evolving scholarly landscape
The core work of collection development and management has never been more complex. Added to the traditional decision making around the content itself are layers of strategic decisions around access, licensing, DRM and preservation. New and evolving business models have increased the choices for procurement. Issues of cost containment and sustainability, as well as pressures for more student space, have fueled the need for more in-depth collections analysis and assessment.

To effectively respond to these challenges, some academic libraries have engaged in restructuring to build strategic collections teams. We will discuss this work at three Canadian academic libraries who are each at a different stage in the process: the University of Alberta, University of Guelph and Western University. The evolution of the teams and the impact on workflows, capacity building and decision making will be described.

The University of Guelph Library reorganized from a liaison librarian model to a strategic team based model in 2009, resulting in the creation of the Information Resources Strategic Team which has undergone further iterations since that time.

In 2014, the University of Alberta Libraries moved from a decentralized model of monograph acquisitions that involved all liaison librarians, to a centralized model that eliminated individual selection. In 2016 this model further evolved with the formation of a centralized team of collection strategies librarians who are responsible for all aspects of collections work, allowing liaisons to focus on other emerging service areas.

Western Libraries more recently shifted to a ‘functional’ or team based model. Following three years of planning, the libraries moved to a hybrid approach, helping to better accommodate the professional libraries and archives. Tangible, first steps will be discussed.

The presentation will wrap up with the common themes, lessons learned and next steps drawn from the experiences at our three libraries.

avatar for Samuel Cassady

Samuel Cassady

Head, Collections and Content Strategies, Western University
avatar for Pamela Jacobs

Pamela Jacobs

Associate Librarian, McLaughlin Library, University of Guelph
avatar for Denise Koufogiannakis

Denise Koufogiannakis

Associate University Librarian, University of Alberta Libraries

11:30am EST

The New ORCID US Community Blooms: Working Together for Positive Change
ORCID (Open Researcher and Contributor ID) is an is an open, non-profit, community-driven initiative to create and maintain a global registry of unique identifiers for individual researchers. ORCID provides a framework for trustworthy identity management by linking research contributions and related activities across the scholarly communication ecosystem, with benefits for both individuals and organizations such as research institutions, publishers, government agencies, and funders. Individuals can obtain a unique ORCID iD for free, which serves as a digital identifier distinguishing individual researchers from other researchers and enabling them to manage their records. To reap the full benefits of ORCID, organizations need to become ORCID members and integrate ORCID into digital platforms and workflows to reduce administrative burden and connect ORCID iD records with institutional repositories, publishing platforms, identity management systems, grant applications, and more.

In January 2018, four US consortia (GWLA, NERL, BTAA, and LYRASIS), came together to form the ORCID US Community, providing premium consortium ORCID membership for institutions at a highly discounted rate, as well as dedicated technical and community support for members. With over 95 institutional members currently taking advantage of this national consortial approach to ORCID in the US, and increasing adoption of ORCID by publishers, funders, and other organizations worldwide, we are at the cusp of a paradigm shift from repetitive print-based workflows to fully harnessing the power and advantages of the digital age in the research and scholarly communication landscape. This presentation will cover the basics and benefits of ORCID for both individuals and organizations, as well as the benefits of institutional ORCID membership via the ORCID US Community. Attendees will learn about best practices, strategies, and recommended resources for working with ORCID, with time for discussion and Q&A.

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.
avatar for Sheila Rabun

Sheila Rabun

ORCID US Community Specialist, ORCID US Community
The leader of the ORCID US Community is working with almost 150 partners across the United States to integrate ORCIDs into their systems. ESIP joined this Community this year so Shelia will help us understand the benefits of our membership and about the future of ORCID. ... Read More →

11:30am EST

What Makes Us Do It? The Legalities and Demand that Necessitates a Library Video Streaming Service
There are many differing interpretations of copyright law when it comes to digitizing and providing streaming video as a library service. Librarians at the University of Kansas (KU) have long been interested in providing a streaming video service for pedagogical purposes, but KU General Counsel always took a conservative stance on this practice and would not allow it. When KU Libraries hired a new Dean, who was also a copyright attorney, General Counsel became amenable to the Fair Use arguments the Dean provided, and after working through workflow and technical issues, a new streaming service was introduced to KU faculty and students.

Growing demand for streaming content along with the diminishing availability of playback equipment in the classroom for VHS and DVDs were primary motivators in the establishment of this service. Preference for streaming content for classroom use mirrors the greater trend for streaming content and the downward trend for physical media in the marketplace, as well as the increased usage of video for classroom instruction and research. This service not only serves to meet faculty and student expectations for access, it allows for greater accommodation of online and distance education. In this session, KU Librarians will survey the policies at selected academic libraries for providing access to streaming video and discuss the various interpretations of copyright law and Fair Use, including the interpretation of Fair Use that allows the KU Libraries to provide a streaming service. The discussion will also include an examination of the rationale and the technological environment at KU that necessitates such a service, along with the workflow planning and troubleshooting involved in bringing this new service to life.

avatar for Lea Currie

Lea Currie

Head of Content Development, University of Kansas Libraries
Lea Currie has been the head of Content Development at the University of Kansas Libraries since 2008 and employed with the Libraries in other positions since 1999. Lea’s principal role in her current position is to manage the collection development budget, review and analyze collections... Read More →
avatar for Corinne Forstot-Burke

Corinne Forstot-Burke

Performing Arts and Humanities Librarian, University of Kansas Libraries

Wednesday November 7, 2018 11:30am - 12:10pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

11:30am EST

Where the Stress Falls: Exploring Challenges in the University Library-University Press Relationship
More than 30% of members of the Association of University Presses (AUPresses) report to their university libraries. While there has been significant discussion of the benefits of press-library integration and collaboration, less time has been given to exploring areas of tension that can emerge when presses report to libraries. Do stresses appear around budgeting/funding, missions, project management, staffing, open access, and more? What cultural and professional differences can frustrate the creation of strong partnerships? What seams can break when presses and libraries try to address new challenges, even when they’ve been in an established relationship for years? Finally, what strategies can be deployed for avoiding or resolving conflicts, all with the goal of promoting true collaboration and a sustainable scholarly communications landscape?

Organized by the AUPress’s library relations committee, this panel features three directors of university presses that report to university libraries, as well as a university librarian whose remit includes the university press. Each panelist will bring a different perspective to the discussion, as well as different reasons as to why and when their press moved into the library. This session will be of benefit to library administrators, librarians working in scholarly communications and publishing, and university press staff who want to better understand the realities and challenges of press-library integration. The session will focus on strategies for building positive relationships across professional boundaries, with time for attendees to participate in a discussion about how librarians and publishers can work together in support of our authors, readers, and scholarly communities.

avatar for Geoffrey Robert Little

Geoffrey Robert Little

Editor-in-Chief, Concordia University Press
avatar for Lisa Quinn

Lisa Quinn

Director, Wilfrid Laurier University Press
avatar for Liz Scarpelli

Liz Scarpelli

Director, University of Cincinnati Press & Library Publishing Services
avatar for Carolyn Walters

Carolyn Walters

Ruth Lilly Dean of University Libraries, Indiana University
Carolyn Walters is the Ruth Lilly Dean of University Libraries at Indiana University, and co-director of the $27 million Media Digitization & Preservation Initiative (MDPI), IU’s ambitious work to protect the university’s rich repositories of audio, video, and film through digital... Read More →

Wednesday November 7, 2018 11:30am - 12:10pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

2:30pm EST

All Roads Lead to Rome: Uncovering New Paths to Discovery
Academic libraries over the past 10 years have embraced web-scale discovery, making it a central point of access on the library homepage.

In a follow-up presentation to the 2016 Charleston Presentation, “If You Can't Beat 'Em, Join 'Em: Embracing Alternative Avenues of Discovery,” we will investigate how libraries are broadening their approach to resource discovery by embedding search beyond the library’s website to other applications such as campus apps, e-resource access tools, and content management systems.

This session will highlight how libraries are meeting patrons at their point of need. We will focus on how libraries can extend themselves within the institutional setting. Presenters will share real-world, examples of collaborative efforts to gain greater awareness of discovery capabilities and library resources to improve research outcomes. Plan for a lively discussion.

avatar for Michael Levine-Clark

Michael Levine-Clark

Dean, University of Denver
avatar for Nate Turajski

Nate Turajski

Senior Field Sales Engineer, Ex Libris, a ProQuest Company
Next-gen library management systems. Discovery services. E-Resource management. Parenting.

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Grand Ballroom 2, Gaillard Center

2:30pm EST

Budgets On My Mind: Changing Budget Allocations to Meet Teaching and Research Needs
The shifting landscape of academic programs, scholarly communication, acquisition environment, and staffing patterns in academic libraries necessitates changes in resources budget structure and allocation models to align with and be responsive to this new landscape. This presentation includes case studies from two libraries. They share changes made to their budget structure and allocation, and invite participants to a conversation on budget allocation models in libraries.

Carnegie Mellon University Libraries is changing their budget allocation in response to new educational programs and new library faculty. This case study will discuss these changes and describe how the budget will be allocated in the future at Carnegie Mellon University.

In fall 2017, the University of Washington Libraries began a multi-year process to examine and update the resources budget structure and allocation. The budget structure and allocation model at UW Libraries remained fundamentally unchanged for over twenty years. Recognizing that the budget structure and allocation model no longer aligned with the changes in our environment UW Libraries initiated this process with the goal of developing a model better designed to serve students and researchers, and allow us to respond nimbly to the challenges and opportunities.

In this case study we will discuss the budget review process and describe the phased approach including an environmental scan, working with a consultant and subject librarians to gather feedback, and describe some of the challenges. We will describe the changes we implemented in the first year.

As part of this process we conducted a survey of academic libraries on their budget structure and allocation practices. The survey ran from June 20 to July 31, 2018 and received 90 responses. We will present a summary of findings from this survey, discuss some conclusions that inform our budget review process, as well as describe trends in academic library budget practices.

avatar for Corey Murata

Corey Murata

Director, Collection Analysis and Strategy, University of Washington Libraries
avatar for Denise D Novak

Denise D Novak

Acquisitions Librarian, Carnegie Mellon University
Denise Novak is a senior librarian and Acquisitions Librarian for the Carnegie Mellon University Libraries. She is currently a member of the American Library Association Council. She is a former president of NASIG, served two terms as treasurer of NASIG, and has served on committees... Read More →
avatar for Denise Pan

Denise Pan

Associate Dean, Collections and Content, University of Washington Libraries

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Grand Ballroom 3, Gaillard Center

2:30pm EST

Building a narrative for researchers around open research impact
Around the world, we continue to see a proliferation in policy direction relating to open access and open research. Uptake of OA has continued to grow, with growing awareness from researchers about the benefits of open research. However, how researchers understand the impact of publishing openly – from articles to books and research data - is sketchy at best. A number of studies have attempted to understand how open research is increasing scholarly impact, predominantly from a bibliometric perspective. In this session we will provide a publisher, library, researcher and funder perspective on how and why we are working to increase understanding amongst researchers of the reach and impact of publishing open access articles, books and data.

avatar for Rachel Borchardt

Rachel Borchardt

Associate Director, Research and Instructional Services, and Science Librarian, American University
Rachel Borchardt is the science librarian at American University. Her professional research focuses on the intersection of metrics and libraries, and she has written and presented on the topic in many venues, including a recent book publication titled Meaningful Metrics: A 21st-Century... Read More →
avatar for Mithu Lucraft

Mithu Lucraft

Marketing Director, Outreach and Open Research, Springer Nature
Mithu Lucraft has worked in academic publishing since 2004. A passion for storytelling combined with a lasting commitment to scholarly communications has led her through a variety of Marketing and Communications roles, including at Oxford University Press, Sage Publishing and Palgrave... Read More →
avatar for Sara Rouhi

Sara Rouhi

Director of Engagement & Advocacy for Altmetric and Dimensions, Digital Science
Sara Rouhi is Director of Engagement & Advocacy for Dimensions with responsibility for education and outreach in the US and Canada for both Digital Science’s new Dimensions platform and Digital Science’s alternative metrics company, Altmetric. She... Read More →
avatar for David Sommer

David Sommer

Product Director and Co-founder, Kudos
David is Product Director and Co-founder of Kudos - the award winning service for researchers, institutions and publishers to help maximise the impact of published work. David has over 20 years' of experience in the global publishing industry, having held senior technology and sales... Read More →

2:30pm EST

Crawling to walking to sitting on clouds: The path to efficiency and happiness for Acquisitions
How do Acquisitions departments efficiently acquire all the resources needed for the modern academic research library? University of Michigan Library and Stanford Libraries will discuss current order processes and describe each institution’s evolution in reviewing and modernizing acquisitions practices to move from paper to electronic ordering.
Topics include:
Partnering with selectors
Managing expectations internally and externally
Breaking down print vs. electronic format and recurring vs. one-time order silos
Moving from manual to automated workflows
Navigating multiple systems (ERMs, LMSs, university financial management systems)
Evaluating and implementing tools for making workflows more efficient
Additionally we will hear how FOLIO plans to implement various apps for improving workflows and staff experiences when acquiring resources. Learn about taking risks and embracing change, and find out what your library can do to make ordering more efficient.

avatar for Ann-Marie Breaux

Ann-Marie Breaux

VP, Workflow Management Services, EBSCO Information Services

Sarah Forzetting

Digital Collections Librarian, Stanford Libraries
avatar for James Gulvas

James Gulvas

Acquisitions Librarian & Order Unit Manager, University of Michigan Library
Oversee the acquisitions and renewal of major electronic resource packages through consortia, vendors, and publishers; while working collaboratively with other team leaders to define responsibilities and workflows, and to identify new service opportunities. Facilitate the purchase... Read More →

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Gold Ballroom, Francis Marion Hotel

2:30pm EST

Destroyer and preserver; hear, oh hear! Not all uncirculated books must chariotest to a dark wintry bed. How we used the OCLC WorldCat Search API to inform our weeding decisions with holdings data.
Weeding a specialized collection, such as the oceanography subset of the marine science collection at the Marine Resources Library, requires thinking beyond our own walls and users. To ensure potential access to weeded items through other libraries, as well as the preservation of items unique to our own collection, we sought an efficient and free means to incorporate national holdings data into our decision-making process. The OCLC WorldCat Search API enables bibliographic data, as well as holdings from other libraries, to easily be obtained. With a Python script we obtained holdings data for most of our several thousand oceanography items, making more than ten thousand queries of the API over six minutes. We identified holdings of this collection subset within our five peer libraries, NOAA regional libraries, PASCAL (SC state consortium) libraries, LVIS member libraries, and libraries in the USA, to inform (not determine) our weeding decisions.

This session will introduce the reasoning behind the evaluation of holdings of several groups of libraries that we believe important to consider when weeding our specialized collection. An overview of the WorldCat Search API will demonstrate to attendees how we freely accessed this data and challenges of interpretation will be discussed. Participants will be invited to contribute their ideas and experience in considering other libraries’ holdings when weeding a collection.


Geoff Timms

Librarian for Marine Resources, College of Charleston
Professional interests are information literacy of graduate students and the creation of web applications to enhance user experience of libraries and improve internal process efficiency. As Librarian for Marine Resources, I feel obliged to fish regularly.

2:30pm EST

East meets West: the Japan Assoc. of National University Libraries (JANUL) and the University of Central Florida (UCF) exchange Librarians and Learning Commons information
Two academic librarians (one from Kobe University, Japan; the other from the University of Central Florida) will discuss visits to each other’s libraries in 2016-2017 to share information about their respective Learning Commons models and outreach strategies. The goal of this session will be to illustrate the positive learning outcomes of such an exchange and to provide nuts and bolts information for libraries who might be considering a similar exchange.

The Japan Assoc. of National University Libraries (JANUL) invited Barbara Tierney (UCF Head of Research Services) to make a presentation on “The Learning Commons Service Model in North America” at their JANUL winter symposium (Univ. of Tokyo, Jan. 2016) and to travel to Kobe University to make a presentation on the Subject Librarian service model within a Learning Commons environment.

After Barbara delivered her presentations in Tokyo and Kobe, JANUL officials asked if one of their librarians, Yuka Taniguchi (from Kobe University Libraries) could visit the University of Central Florida in Sept. 2017 for a two-week internship with UCF Libraries financed by a JANUL Travel Grant.

While at UCF, Yuka worked within the main library Knowledge Commons, spent time within each library department, sat in on library management and departmental meetings, and visited the UCF Health Sciences and Curriculum Materials Libraries. In return, Yuka gave a presentation at UCF on “Japanese Academic Libraries.” After Yuka returned to Japan she gave presentations about her UCF experiences at JANUL events.

Program attendees will be encouraged to ask questions about the learning objectives of academic library foreign exchanges and what the pros and cons of such an exchange might be from their own institutional perspectives. After participating in this program, attendees will be able to develop strategies to support a similar foreign exchange at their own institutions.

avatar for Yuka Taniguchi

Yuka Taniguchi

Librarian, Kobe University Libraries
Librarian, Kobe University Libraries (2012 to the present)Yuka was an overseas trainee financed by a JANUL (Japan Association of National University Libraries) Travel Grant to University of Central Florida Libraries from Sept. 18 to 29, 2017.Yuka was a invited speaker at the 65th... Read More →
avatar for Barbara Tierney

Barbara Tierney

Head of Research & Information Services, University of Central Florida Libraries
Barbara is Head of Research and Information Services for the University of Central Florida Libraries (2013 to the present). She formerly served as the Head of Research and Information Services for the University of North Carolina, Charlotte (2011-2012). Barbara was an Invited... Read More →

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EST

From the Winter of Messy Data into the Spring of Standardization: eBook Vendor Data Re-envisioned
*This presentation was also co-authored by Xiying Mi , Metadata Librarian at University of South Florida, who was unable to attend the conference.

The University of South Florida (USF) Libraries run several projects which involve collecting and displaying ebooks vendor metadata. These projects include seven Evidence Based Acquisitions (EBA) programs, one Patron Driven Acquisitions (PDA) program and the eBooks for Classroom Plus (EB+) database. The main focus of the projects is to support the Libraries’ Textbook Affordability Project (TAP). The TAP initiative’s goal is to help reduce textbook cost to students by encouraging faculty to use library purchased ebooks in the classroom. The metadata used in these projects is collected from a variety of vendor sources including titles lists, K-Bart files, entitlement lists and Marc records. Compiling data from various sources into a usable form can sometimes be a daunting task. The USF Libraries Metadata Team has developed processes which allows the library to collect ebook information from various vendors and multiple sources and standardize it into uniform formats. Standardized metadata provides the means for USF Libraries to track and maintain the various ebooks projects.

This presentation will give a brief history of USF Libraries EBA/PDA programs and the eBooks for the Classroom Plus database project. The libraries’ various uses of the vendor supplied ebook metadata will be discussed. Specific metadata issues related to EBA/PDA programs will be addressed along with standardization issues involving the eBooks for the Classroom Plus database. Data standardization and metadata clean-up workflows will be shared. Suggestions for providing more customizable vendor data will be proposed. Finally, an open discussion session will provide the audience with a forum to interact and share ideas, make recommendations, and ask questions about ebook metadata standardization.


Brian Falato

Senior Cataloger, University of South Florida
I have been doing original cataloging of books, journals, and video (both print and electronic) for 20 years. As we have gotten more involved with e-books at my institution, I have been increasingly focusing on batch loading. I have an interest in all forms of communication and... Read More →
avatar for Bonita Pollock

Bonita Pollock

Metadata Librarian, University of South Florida Libraries
I am the coordinator of metadata/cataloging at the University of South Florida Libraries Tampa Campus. My Research Agenda involves implementing Semantic Web Technologies into the library setting.

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Calhoun Room, Francis Marion Hotel

2:30pm EST

How can digital course resource lists transform teaching and learning?
Digital course resource lists can be an incredibly powerful tool in supporting teaching and learning, but often don’t receive the careful attention required to successfully serve students.

In this session, two senior UK librarians will detail how they work with resource list technology to successfully administer course resource lists curated by faculty, improve resource discoverability, and transform the academic experience.

Drawing upon many years of experience with technology that integrates course resource list and copyright management solutions, the speakers will share:

*Initial university goals and eventual milestones when integrating the system
*How their processes evolved and what they ended up delivering
*How the initiative resulted in new efficiencies with digital learning resource discovery, access, and consumption
*How digital resource lists provide an invaluable stimuli for collection development strategies
*How resultant aggregate data informs and improves collection management and can enrich educational analytics
*How their initiatives fit within the wider university strategic plan

The session will conclude with ample time for questions from attendees.

avatar for Mark Bush

Mark Bush

Head of Commercial Development, Talis. A SAGE Company
Interested in hearing about approaches and challenges associated with course reading lists in North America. Talis works with over 60% of UK universities to provide course resource list systems in support of student experience and effective collections management.
avatar for Ian Snowley

Ian Snowley

Dean of Student Learning Development and University Librarian, University of Lincoln
I joined the University of Lincoln, as University Librarian in September 2009, before that he was Head of Higher Education at the British Library.My professional career began in Public Libraries followed by posts in the Ministry of Agriculture, Fisheries and Food and the Department... Read More →

Nick Woolley

Director of Student and Library Services, Northumbria University
From Westminster, London, Nick is a graduate of the University of Exeter, the University of Sheffield, and London Metropolitan University. Nick is currently Director of Student and Library Services at Northumbria University and has worked in many different roles in several academic... Read More →

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EST

Institutional Access, Individual Actions – Understanding user behaviors in accessing full-text on the open web
Sponsored by Clarivate Analytics. 

Users are trying to access journal articles all over the internet. While for most researchers ,institutional subscription access is largely in place, the content is not being exposed to them at the point of need. Instead, users are choosing ‘their own ways’ to access journal articles. With tools like Kopernio and in combination with Web of Science, we now have an opportunity to better understand user needs in accessing full-text, while making sure an institution can deliver subscription content to end-users, engage researchers at the point of need, bring valuable subscriptions to life.

avatar for Gail Clement

Gail Clement

Head of Research Services, CalTech
"Author Carpentry": best practices, top tools, and timely topics to prepare 21st century researchers to prepare and disseminate knowledge in the rapidly evolving scholarly communication ecosystem.

Jan Reichelt

Managing Director, Web of Science, Clarivate Analytics

avatar for Clarivate Analytics

Clarivate Analytics

 Clarivate Analytics provides insights to accelerate discovery and evaluate impact through products and services including EndNote, InCites, Kopernio, Publons, ScholarOne and Web of Science.

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Colonial Ballroom, Embassy Suites

2:30pm EST

Is High Use Really a "Big Deal?" Using Accessible Data and Advanced Analytics to Better Value Journal Packages
Libraries typically buy most of their journals content in packages, and commonly look at metrics of usage and cost per use (CPU). But we also know that not all uses are equally valuable, and indeed that some?, many?, most? uses may actually be replaceable. For example, an undergraduate may have selected an article that appeared high in a results list, but would have simply used another had that one not been available. How much of our journal usage is "replaceable?" If we were to omit "replaceable" use from our CPU calculations, how much value would remain? Which "big deals" - if any - would still look like deals at all?

Can data analytics help us easily see trends regarding what kinds of use our journals receive, and therefore what sorts of needs particular journal packages seem to address? NC State's Darby Orcutt hypothesized a simple method to address this question. Using COUNTER-compliant usage data, he and colleagues analyzed data for a select sample (VERY promising results!) and then for virtually all of NC State's journal subscriptions.

Although JSTOR is not a “big deal” publisher, they were intrigued by this approach and its potential usefulness for understanding journal use beyond simply for “big deal” evaluation. Therefore JSTOR’s Bruce Heterick and colleagues similarly applied this method to the aggregate use data for all of their journals.

What did we discover?

Sorry, we're not ruining the surprise. Y'all come. 

avatar for Bruce Heterick

Bruce Heterick

SVP, Open Collections & Infrastrucutre, ITHAKA
avatar for Darby Orcutt

Darby Orcutt

Assistant Head, Collections & Research Strategy, NC State University Libraries
I am a librarian, teacher, researcher, and leader deeply interested and involved in interdisciplinary and computational research, the future of higher ed, and cultural aspects of digital transformation.Assistant Head, Collections & Research Strategy, NC State University LibrariesFaculty... Read More →

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Grand Ballroom 1, Gaillard Center

2:30pm EST

Is Spring Too Far Behind For Obsolete Media?
As media formats, and the machines used to play them, become obsolete, it is essential for institutions to act now to digitize and preserve this content before it’s lost for good. Libraries and archives hold large numbers of obsolete audio and video formats that are actively degrading, many of which contain content with high research value. In addition, acquiring and maintaining equipment to play these items is becoming increasingly problematic. If projects continue to be postponed, it may be too late. However, the complexity and costs of digitizing and preserving these formats often puts projects out of reach for many libraries and archives. Small institutions may struggle to find the needed resources where large institutions struggle to combine resources across many units. One way to address this impending loss of content is to build support across the institution for a digitization and preservation project. Whether an organization chooses to digitize the materials in-house or outsource the work, the scope, costs, and technological challenges of these specialized formats require broad participation. Librarians and archivists are uniquely poised to establish a vision, and work with IT and Media experts to build the strategies and partnerships to bring a project to fruition. This session will use Indiana University’s Media Digitization and Preservation Initiative as a case study; however, we will focus broadly on how to develop a media digitization plan, discuss some of the key workflow decisions and technological needs, and explore how to effectively build a case to turn this into a campus wide-initiative.

avatar for Sherri Michaels

Sherri Michaels

Head of Collection Management and Director of MDPI Library Operations, Indiana University
Sherri Michaels is currently the Head of Collection Management at Indiana University. She also serves as the Director of MDPI Library Operations. The Media Digitization and Preservation Initiative is a project to digitize media and film by IU's Bicentennial in 2020. Sherri received... Read More →

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

2:30pm EST

Objectionable materials and the academic library
The topic of the academic library’s obligation to purchase potentially objectionable materials for teaching and research has received little attention. This presentation opens debate on the issue that the study of some topics has the potential to offend the primary users of the academic library and the surrounding community. The presentation considers both philosophical and practical issues and makes a distinction between public and private colleges/universities.

Objectionable materials are sometimes important to meet valid teaching and research needs of both faculty and students. The first category includes primary sources needed to understand the topic but whose content the researcher/teacher opposes. Examples include Hitler’s Mein Kampf, hate speech, Holocaust denial, support for terrorism, and prostitution/sex trafficking studies. The second category includes topics that the researcher/teacher does not consider objectionable but that would offend some segments of the population. Examples include “deviant” sexual behavior, pornography, and erotic art and literature. LGBT topics in support of gender studies may fall into this category.

This session asks whether the academic library has the obligation to purchase and make available both types of potentially objectionable materials. The simple answer is that public universities and colleges have the same obligation to support faculty members and students who teach, study, or research controversial materials as it does for any other faculty and students. Not doing so on the basis of moral concerns violates the principle of the separation of church and states as embodied in the First Amendment. Any public policies need to be content neutral as long as the materials are legal. Private institutions may follow different rules.

The final reason for their availablility in all universities and colleges is academic freedom and, more importantly for librarians, the Library Bill of Rights, a core value of librarianship.

avatar for Bob Holley

Bob Holley

Professor Emeritus, School of Library & Information Science, Wayne State University
Professor Emeritus, Wayne State University School of Library & Information Science. Bob Holley has been actively involved in collection development since 1980 as an academic librarian, library science professor, and researcher. He was chief collection development officer at the University... Read More →

2:30pm EST

Read & Publish: What Changes Can Libraries Expect?
What does a “Read & Publish” model actually mean for librarians and for publishers? Read & Publish arrangements are becoming more prominent across the scholarly communications landscape, especially with national consortia in Europe. What goes into creating these agreements, and what will their impact be on authors, librarians, and publishers? A panel of librarians and publishers (to be announced), moderated by AIP Publishing, will talk about the opportunities and challenges presented by developing and implementing a model that merges publication and access to content.

By bringing stakeholders together, this panel will offer frank insights into what librarians need to know if their institution implements an R&P program, as well as open discussion on what publishers can do to make this model sustainable and transparent. Questions will be solicited from conference attendees in advance of the session, and time will be allotted for Q&A.

avatar for Curtis Brundy

Curtis Brundy

AUL for Scholarly Communications and Collections, Iowa State University
I oversee collections and scholarly communications at Iowa State, which is a signatory of the OA2020 initiative. I am active with several groups that are interested in seeing, as well as assisting, scholarly publishers and societies transition to open business models.
avatar for Katharine Dunn

Katharine Dunn

Scholarly Communications Librarian, MIT Libraries
avatar for Josh Horowitz

Josh Horowitz

Digital Library & Advertising Sales Director, Association for Computing Machinery (ACM)
Josh Horowitz is currently Digital Library & Advertising Sales Director at the Association for Computing Machinery (ACM).  In this role, he manages ACM’s institutional subscription and advertising business in the academic, corporate and government sectors.  Prior to ACM, Josh... Read More →

Kevin Steiner

Head of Global Sales, AIP Publishing

2:30pm EST

Red Light, Green Light: The Intersection of Libraries, Vendors, Apps and OER
San Jose State University has been working to reduce textbook costs to students since 2012 through its Affordable Learning $olutions (AL$) campaign. As part of a larger California State University initiative, SJSU’s AL$ program has been coordinated by two librarians since its inception. Recently, the program has focused on the adoption of open educational resource (OER) material by teaching faculty to help with the rising cost of textbooks.

In this presentation, we will discuss how the maturing field of OER is
now intersecting with libraries, vendors, and apps. Participants will learn
about developments in OER discovery and ‘acquisition,’ particularly the growing
interest of commercial vendors. Questions addressed will include:

· Who has the responsibility for encouraging integration of these materials into the curriculum?

· What does the monetizing of OER mean for libraries?

· Should libraries team up with vendors to promote OER apps and platforms?

If the goal is to lower the cost of textbooks to students, then vendor platforms and apps can be another alternative to consider. By the end of this presentation, participants will have a better idea of whether or not to green light platforms and apps for open educational resources at their own institutions.


Christa Bailey

Librarian, SJSU
avatar for Adriana Poo

Adriana Poo

Co-Coordinator of Affordable Learning Solutions, San Jose State University

2:30pm EST

Short Books: Why They are Published, the Obstacles they Face, and their Prospects for Success
Fifty years ago, when standard monographs reigned, the Journal of Scholarly Publishing included in its inaugural issue a case for the short book and named it an “ideal form” for some scholarly purposes. A recent observer notes that the format has languished for decades, though the Very Short Introductions series from the Oxford University Press has been an exception. But we now have short books from several scholarly and commercial publishers, including the new Charleston Briefings. Hundreds of titles have been published in recent years. There is a history of the short book, all the way back to the political pamphlet, but digital communications in this century have meant new conditions for its role in scholarly publishing, including open access. This session, according to its title, will be in three parts, beginning with what publishers now say about the timeliness and utility of short books, and some data on short book publishing from a sample of academic presses. Short books offer appealing options to authors (e.g., in the timeline of research, writing, and publication) and to publishers in appealing to contemporary reading habits and to new audiences. Still, short books present problems in discovery and recognition, the latter in citations and reviews, but also in their role in the academic rewards system with what it typically demands in standard length monographs. Prospects for the success of short books, as publishers acknowledge, will reflect the interest of scholars in writing them and then how well they can be marketed, including their appeal for library collections. Finally, to demonstrate what might be expected of scholars, the presentation will offer an account of the experience of a prominent anthropologist and short book author who names reasons for colleagues, publishers, and libraries to welcome the form.


Matthew Ismail

Director of Collection Development, Central Michigan University Library

Steve Weiland

Professor of Higher Education, Michigan State University

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

2:30pm EST

Spring Forward: Collaborating to Build and Assess a Collection of Learning Objects
Interactive learning addressing library skills and the research process were embedded into all sections of a university course via the online learning management system, reaching a student population of over 200 students each semester. In this session, attendees will learn what library instructional learning objects and activities were collaboratively developed and how they were created, collected and assessed.

After implementation, an analysis of the efficacy of the learning objects was undertaken. Which learning objects and activities were most effective? What were the outcomes and what was learned from the assessment process? Details of the investigation into whether these modules can contribute to student success and an overview of the way in which assessment can impact revision of such materials will be shared with the audience.

This presentation will give attendees an opportunity to discuss their own experiences with the creation and assessment of library learning objects and give the presenters a platform to report on the creation and assessment of their modules. We will examine whether this approach provides an advantage to teaching the research process. In addition, this presentation will contribute to the body of library literature about assessment as we engage our audience in thinking through how to enhance and assess their own library instructional content.

Ultimately, did the outcomes successfully contribute to the student research process and their research papers?


Stephanie Jacobs

Assistant Librarian, Instructional Technologist/Blended Librarian, University of South Florida
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 →

2:30pm EST

Textbook Alternatives for Less Expensive and Better Pedagogy
Presents strategic alternatives to expensive commercial textbooks, including the adoption of free OER (Open Educational Resources) materials and/or the substitution of already obtained library materials. The session will discuss successful faculty orientation methods, existing initiatives (including consortial efforts and grants), and outreach to student organizations. The emphases will be on both saving students dollars and improving pedagogy (actual testing and the implications for targeted flipped classroom approaches).

avatar for David Stern

David Stern

Library Director, Saint Xavier University
librarian emulation programs, subject customization of web sites.

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

2:30pm EST

Today’s Selection, Ordering, and Acquisition Environment: How I learned to stop worrying and love antiques, archaic models, and a good workaround
Librarians and their patrons enjoy access to a wealth of content today. An explosive growth of books, dissertations, reports, data-sets and emerging e-content like blogs and open access journals has created a rich feast for readers, scholars, scientists, researchers.

But on the flipside, workflows and supporting systems haven’t kept up, creating unprecedented problems for the librarians who are trying to bring it all together – redundant, manual workflows; low circulating titles that eat up shelf space; multiple vendor platforms, invoicing, and access models.

What kind of new system or systems do we need? How might we address the major pain points? In this lively session, a panel of librarians with expertise in acquisition and selection will discuss this current environment and how they’re working within it. You’ll learn about:

• Work-arounds and best practices that help reduce errors in manual processes
• Short cuts that deal with redundant workflows
• Ways to organize vendor information and interaction
• How to keep approval plans up-to-date and useful
• Using analytics and DDA to reduce just-in-case buying

We’ll wrap up our discussion with a wish list for the future: what librarians want and need to simplify this complex environment.


Fern Brody

AUL Collections & T.S., University of Pittsburgh

Holly Mercer

Senior Associate Dean, University of Tennessee
avatar for Janet Morrow

Janet Morrow

Head, Resource & Discovery Services, Northeastern University Libraries
Janet Morrow is the Head, Resource & Discovery Services at Northeastern University's Snell Library in Boston. She earned her MLIS from Simmons College in 1984 and has been at Northeastern in various acquisitions, e-resources & technical services roles since 1994.
avatar for Bob Nardini

Bob Nardini

Vice President Library Services, ProQuest

Richard Wisneski

Associate University Librarian, Discovery and Delivery, University at Buffalo Libraries
Interim University Associate Librarian. Oversee Technical Services, Delivery Services, and Collections. Also, institutional lead for ProQuest Alma/Primo LSP migration.

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Colonial Ballroom, Francis Marion Hotel

2:30pm EST

University Metadata and Retrieval: Updating the Library Cataloging Process

Challenge of Discovery: Recent large scale initiatives focused the attention of the Smathers Libraries at the University of Florida on the need for significantly expanded and enhanced metadata for our digital collections, both retrospective and prospective. This requires new tools and changing roles and responsibilities for cataloging/metadata staff, including the application of automated processes, Improved and consistent metadata practices, and the development of new taxonomies. Projects that are described include the new genealogical initiatives with Internet Archive and Family Search, Portal of Florida History, the Digital Library of the Caribbean (dLOC) and the Cuban Heritage Initiatives.

The results of the pilot and its application to our digital collections indicated the need for more automated processes going forward to allow traditional cataloging to focus on the things that need individual attention and use automated tools to develop and improve metadata for other materials. We are working with tools that have been developed for information products and services, but can be applied effectively to library collections.

avatar for Marjorie M. K. Hlava

Marjorie M. K. Hlava

President, Access Innovations, Inc.
Marjorie M.K. Hlava is President, Chairman, and founder of Access Innovations, Inc. Very well known in the international information arena, she is the founding Chair of the new SLA Taxonomy Division established in August 2009. She is past president of NFAIS (2002-2003), the organization... Read More →

Ben Walker

Associate Dean Digital Services & Shared Collections, University of Florida

Wednesday November 7, 2018 2:30pm - 3:10pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

3:40pm EST

American Exceptionalism: Three Ways in which the United States Remains an Outlier on the Global Academic Stage
It’s long been obvious that on many of the key political issues of the day, the United States remains an outlier. Whether we’re talking climate change, healthcare, or gun control, it’s clear that U.S. governments, both Republican and Democratic, have pursued agendas substantially to the right of their counterparts in Western Europe and other regions.

In this session, we’re not going to dig into those or any other hot-button political issues. Instead, we’ll explore a similar divide that appears to exist in academic librarianship and scholarly research. We will focus on differences in attitudes toward national libraries, approaches to open access publishing, and the perceived value of qualitative research.

avatar for Adam Blackwell

Adam Blackwell

Product Manager Lead, ProQuest
Adam has worked at ProQuest for 16 years, during which time he wrote the content for and oversaw the development of ProQuest’s information literacy product (Research Companion). He currently works on ProQuest’s platform and dissertations teams.Before ProQuest, Adam taught literature... Read More →

Michele Cloonan

Dean Emerita & Professor, Simmons University

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:40pm EST

Automatic institution-specific holdings feeds are a win for everybody!
Libraries face many challenges with maintaining electronic resource holdings that are constantly changing. In this session, attendees will learn how libraries and a knowledge base are working together to ensure accurate, up-to-date MARC records and holdings via automated, institution-specific feeds that make collections more discoverable while saving libraries time and frustration.

Library panelists will share their e-resource challenges including how automated, institution-specific holdings feeds fit seamlessly into their current workflows to expedite the process of connecting patrons to a library’s electronic collection. Plus, you will learn how you can make automated institution-specific holdings feeds a reality in your organization.

Please join us for the interactive panel discussion that follows to learn how automated institution-specific holdings feeds can help you with your e-resource holdings maintenance.

Panel participants include:
  • Ron Lewis, Acquisitions Librarian, Loyola Marymount University
  • Dan Fitzroy, Discovery & Metadata Services Librarian, Sacred Heart University
  • Nina Servizzi, Associate Dean, Knowledge Access & Resource Management Services, New York University 
  • Jody Stroh, Product Manager, OCLC

avatar for Daniel Fitzroy

Daniel Fitzroy

Discovery & Metadata Services Librarian, Sacred Heart University
avatar for Ron Lewis

Ron Lewis

Acquisitions Librarian, Loyola Marymount University William H. Hannon Library
avatar for Nina Servizzi

Nina Servizzi

Associate Dean for Knowledge Access and Resource Management Services, New York University
avatar for Jody Stroh

Jody Stroh

Product Manager, Metadata Services, OCLC

3:40pm EST

Collecting Standards for Scholarship, Organization, Industry, and Innovation
Building on the successful 2017 presentation, A Primer in Science and Engineering Collection Development, this presentation will explore a content type that stumps the engineering librarian and acquisitions librarian alike - standards. Technical standards are documents that establish a uniform practice or process for materials, procedures, and products. Each of us uses standards daily - from USB ports to elevators to lights, automobiles, bridges, standardized train tracks, and much more. Standards are prepared and issued by a professional groups, committees, societies, or governmental agencies, and can influence safety and performance and the role of business and manufacturing.

Four librarians from diverse institutions, responsible for science and engineering collection development, will outline their libraries’ relationship to standards. Presenters will discuss the importance of standards to the researcher, the curriculum, innovation, and even to our own library systems. They will outline each of their institutions’ strategies for acquiring and providing access to standards, along with budget ramifications, and how to align standards’ acquisition with university purchasing guidelines. Lastly, the panel will highlight key sources and suppliers of domestic and global standards.

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 →
avatar for Ibironke Lawal

Ibironke Lawal

Science and Engineering Collections Librarian, Virginia Commonwealth University
I have been at VCU for over a decade as collections librarian and liaison to the School of Engineering and science departments in the College of Humanities and Sciences. Developing and maintaining relevant collections, providing effective service to students, moving them toward academic... Read More →
avatar for Jill Hanson Powell

Jill Hanson Powell

Engineering Librarian, Cornell University
Jill Powell is Engineering Librarian at Cornell University. She has a B.A. from Cornell and an MLS from Syracuse University. Active in the Engineering Libraries Division of the American Society for Engineering Education, she served as Program and Division Chair. She is the library... Read More →
avatar for Anne Rauh

Anne Rauh

Head of Collections and Research Services, Syracuse University Libraries
Anne E. Rauh is the Head of Collections and Research Services at Syracuse University Libraries. She leads the collection activities, the subject liaison work, and the university aligned research initiatives of the Libraries. She holds a B.A. in International Studies and a M.A. in... Read More →

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

3:40pm EST

Discovering the Library and the Librarian in Science Textbooks: Representations and Implications
College textbooks introduce students to the scope and methods of inquiry in a particular discipline and in that context also discuss library research. This paper will report the results of a project that investigated how introductory science undergraduate textbooks represent libraries and librarians as well as the related information/research concepts of peer review, primary literature, secondary literature, scientific literacy, and scientific method. This study involved three stages: (1) identifying and collecting the textbooks used in introductory physics, biology, and chemistry undergraduate courses; (2) identifying textbook components that discuss library research and related concepts and then using qualitative coding to analyze these components for tone, coverage, scope, etc.; and (3) examining the results in context of library information literacy program goals and implications for textbook publishers and authors. Results indicate both commonalities among the disciplines as well as some interesting differences. Libraries, librarians, etc. are mentioned more often than one might think but, ultimately, not as often as one might hope. The paper will highlight implications for undergraduate student perceptions of the value of academic libraries and implications for faculty-librarian collaboration.

avatar for Jenny Bruxvoort

Jenny Bruxvoort

Graduate Student, U of IL Urbana
avatar for Paige Dhyne

Paige Dhyne

Graduate Student, U of IL Urbana
Science communication, science literacy as information literacy, open access, open science, STEM librarianship
avatar for Lisa Hinchliffe

Lisa Hinchliffe

Professor/Coordinator for Information Literacy Services and Instruction in the University Library, University of Illinois

3:40pm EST

Inform and Engage your Campus with The New York Times
Sponsored by The New York Times.

Add relevance to curriculum and connect concepts to reality with the unparalleled news coverage and award-winning interactive media stories of The New York Times.  Provide your community with a vibrant daily record of history in the making that serves today’s educational ideals by impelling critical thinking, global awareness, information literacy, and civic engagement.  Times content helps students and people understand the changing cultural, social, scientific, and political challenges around the world. This presentation will cover our institutional site license program for academics and libraries, highlight features and benefits of nytimes.com, and review NYT InEducation curated-educator resources that connect The New York Times content to specific areas of study.


Kandace Rusnak

Director, Education B2B, The New York Times
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New York Times

The New York Times
The New York Times is a global media organization dedicated to helping people understand the world through unrivaled, expert, and deeply reported independent journalism and innovative storytelling.

avatar for The New York Times

The New York Times

The New York Times is a global media organization dedicated to helping people understand the world through unrivaled, expert, and deeply reported journalism and innovative storytelling.

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Gold Ballroom, Francis Marion Hotel

3:40pm EST

Library Space Transformed
Academic libraries are increasingly emphasizing spaces that support integrated learning experiences and enhanced patron study areas. Designing and creating these spaces significantly impacts their print collections and library leaders need context to inform the full range of collection management decisions: retention, storage, withdrawal, sharing, and digitization.

During this session, presenters will introduce factors impacting the analysis and assessment of collections when libraries are required to reduce those collections. They will share their experiences in managing their collections by outlining a plan to systematically weed the collections, the tools used to assess the collection, including commercial and home-grown approaches, criteria used to review the collections, and the options subject librarians have to discard, place items in storage, or participate in a shared print group. They will also discuss options provided to university faculty to virtually or physically review materials proposed for deselection and procedures used for staging and handling the large quantity of items being evaluated.

Attendees will learn how to evaluate their collections within the context of available space, user needs, and resource rarity on a global scale. They will also hear about common barriers to deselection and shared print projects and will receive best practices to overcome these issues.

avatar for Matt Barnes

Matt Barnes

Director, Sustainable Collection Services, OCLC
Matt has been working in the academic library community since 2002 and has held senior-level positions at Blackwell Book Services, ebrary, and ProQuest. He is particularly interested in transforming data into insights that help libraries advance their mission.

Jee Davis

Associate University Librarian for Collections and Stewardship, Villanova University
avatar for Jared Howland

Jared Howland

Collection Development Coordinator, Brigham Young University
Jared Howland has worked at the Brigham Young University library since 2003 and is currently the Collection Development Coordinator. Prior to that, he worked as the Collection Assessment Librarian, Head of Catalog Services, and Electronic Resources Librarian at BYU.
avatar for Wen-Ying Lu

Wen-Ying Lu

Wen-ying Lu is the Head of Cataloging at Santa Clara University (SCU) Library. She manages a unit responsible for cataloging, database maintenance and firm-order acquisitions. Prior to SCU, Lu was the cataloging librarian at San Mateo County Libraries, continuing resources catalog... Read More →

Rebecca Schroeder

Material Acquisitions Department Chair, Brigham Young University

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Colonial Ballroom, Embassy Suites

3:40pm EST

Managing donations when you are out of space, time, money, and staff
Library donations and how we handle them are approached in a variety of ways, reflecting differences in policies, workflows, and designated resources. Handling gifts, and the entire process from initial contact with a donor to the item’s final destination, may feel like chasing windblown leaves in Autumn or receiving free kittens. This session will engage the audience in lively discussion and problem-solving exercises designed to spark ideas for dealing with such acquisitions. As examples, the presenters will use their home institutions as case studies for assessing donation workflows and policies.

The Allen Music Library at Florida State University is a separate library housed in the College of Music complex. Being administratively separate from our main campus library, we accept and process all incoming music donations. Some are automatically integrated into the General and Special Collections, while others are evaluated for our annual book sale. Within one fiscal year we took in over 10,000 general items as well as a special jazz collection totaling at least the same number of items. All are valuable to our collection in different ways, but they have also stretched a limited staff and reconsideration of our donation policy is necessary for the future.

The University of Wisconsin-Stevens Point has a single academic library. In one year, our library can receive more gift items than it does purchase requests. These materials seldom match in value, with gifts ranging from pristine to old materials. One recent gift collection was an exception, with us adding hundreds of items directly to our collections, while offering an equal number of items to other campuses. With tightening budgets and reduced staffing, our workflows remain challenged. We’ve worked to find an equilibrium by updating our policies and placing an emphasis on institutional giving, recognizing the importance of foundational donations and endowments. Finally, we’ll consider our ongoing Library Book Sales of unneeded gifts and weeded collections, and our partnering with Better World Books and the Wisconsin Nicaragua Partnership, which have an impact on global literacy.

avatar for Sara Fay

Sara Fay

Florida State University
avatar for Tom Reich

Tom Reich

Acquisitions, Gifts, & Collection Development Coordinator, University of Wisconsin-Stevens Point
Collection Development Coordinator & Head of Acquisitions, Gift Librarian. Professor, Reference and Instruction Librarian. Liaison to History, International Studies & Peace Studies, Political Science, and Military Science.

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

3:40pm EST

Negotiate as if your library depends on it
In a world, with decreasing library budgets and ever-increasing subscription prices, the need for specific negotiation skills have never been more present. With the right negotiation competences, you will see a shift of leverage to your side of the table when dealing with vendors.
The session will provide you with an understanding of both classical and new theories of negotiation tactics and tools. Starting with the basics of negotiations it will evolve into concrete examples, and best practices learned from consortia and libraries in 5 different continents.
You will learn:
• How to successfully complete a negotiation with a vendor from a-z
• How to swallow your fears and confront your opponent
• Why you should start with “No”
• How to get rid of distractions and be an active listener
• Why the use of “Fair” might be the most important word for libraries to learn
• How to cleverly navigate the transition from subscription licensing to Open Access

At the end of the session, you will even get some methods on how you can increase your salary and maybe even get your manager to fight your case in the organization.

avatar for Rick Burke

Rick Burke

Executive Director, SCELC
A long-time attendee of the Charleston Conference, I lead SCELC, a library consortium based in downtown Los Angeles. Since SCELC is very active in licensing e-resources I have spoken at past pre-conferences on negotiation and on e-resource management. I enjoy talking about consortia... Read More →
avatar for Tejs Grevstad

Tejs Grevstad

Co-Founder, ConsortiaManager
Creator of ConsortiaManager and most recently the 2. generation ERM tool ROAM Plus (www.roam.plus), described by library leaders as the first ERM tool ever that actually helps with handling workflows and decision support.Curious to meet and talk about everything from OA, Open Science... Read More →

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Grand Ballroom 2, Gaillard Center

3:40pm EST

Open Access Books: The 2018 Progress Report.
The presentation will look at recent developments around Open Access books in core markets globally. A special focus will be on the development of funding sources as well as business models, both by traditional publishers and by startups in academic publishing.

avatar for Sven Fund

Sven Fund

Managing Director, Knowledge Unlatched
I am passionate about making Open Access work for both publishers and librarians.

3:40pm EST

Open Letter(s) on Open Access
A project this summer, funded by a grant from the University of Chicago, will have produced an examination of a set of well-regarded academic sources with an eye towards their sustainable accessibility. The set of sources examined will include various paths that authors choose in the hope to share their works with others, including gold OA, green OA, hybrid options, uploading to academic social media sites, deposits to institutional repositories, etc. This assessment will then be shared as an open letter. This project will produce a set of procedures and plans such that anyone else interested in educating researchers/scholars about how to publish in a way that assures sustainable accessibiity can follow-suit.

We will be soliciting from the audience ideas for ways in which they and others can replicate this process thereby educating whole groups of academics on issues related to Open Access.

avatar for Ingrid Becker

Ingrid Becker

PhD Candidate (English Literature), University of Chicago
avatar for John G. Dove

John G. Dove

Consultant and Open Access Advocate, Alzora
I’m the former CEO of Credo Reference, and before that president of Silverplatter. I am now a consultant to the publishing and library worlds specifically in areas related to Open Access. I won't take on any clients that aren't working to accelerate the transition to a fully... Read More →

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:40pm EST

Publishing Community Efforts and Solutions to Mitigate the Risks Sci-Hub Poses to Researchers, Librarians and Publishers.
Now more than ever the publishing and library community are facing threats of digital piracy. What can we do to minimize or possibly eliminate these infractions? A discussion about the collective efforts of publishers, libraries, and other organizations will cover how to protect electronic resources, personal data, and adopting best practices in order to survive in a world of hackers, thieves, and phishing attempts. We will address how these attacks can occur, what steps you can take to protect your library, and examples of other librarians that have had success in implementing these solutions.

avatar for Juan Denzer

Juan Denzer

Discovery Services Librarian, SUNY Oswego
Juan Denzer is the Discovery Services Librarian at SUNY Oswego. He earned his MSLIS IN 2017 from the University at Buffalo, has a B.S. in Computer Sciences from Binghamton University. He is the author of a LITA Guide entitled: Digital Collections and Exhibits. He is also has written... Read More →
avatar for Sari Frances

Sari Frances

Mgr. of Digital License Compliance, IEEE
With over 15 years experience in the publishing industry, Sari Frances, Manager of Digital License Compliance, has successfully managed IEEE’s IP Protection Program since 2008. IEEE is the world’s largest organization dedicated to advancing technology for humanity. Sari’s responsibilities... Read More →
avatar for Don Hamparian

Don Hamparian

SR Product Manager, OCLC
Don Hamparian manages EZproxy and identity management at OCLC. He is responsible for product strategy and direction for products and software that protect and provide access to OCLC’s services. With a degree in industrial engineering from The Ohio State University and several years... Read More →
avatar for Crane Hasshold

Crane Hasshold

Director of Threat Intelligence, Phishlabs
Crane Hassold is the Director of Threat Intelligence at PhishLabs based out of Charleston, SC, where he oversees the Research, Analysis, and Intelligence Division (RAID). Prior to joining PhishLabs, Crane served as an Analyst at the FBI for more than 11 years, providing strategic... Read More →

3:40pm EST

Putting Our Values Into Action: Integrating Diversity, Inclusion, & Social Justice Into Collection Management and Technical Services
Providing diverse collections is a long-standing commitment of libraries. Today, more than ever, there is a greater sense of urgency about and increased scrutiny of this commitment. Are academic libraries making a concerted effort to collect diverse topics and viewpoints? Are they providing the necessary tools to advocate for social justice? Our panel will discuss different approaches to evaluating current collections and methods for creating collections that promote diversity and social justice.

We present four perspectives:
1. Michelle Baildon, MIT: Michelle describe the impact of a 2017 academic library’s task force report on diversity, inclusion, and social justice in collections-related work. Michelle will iinclude a discussion of specific collections strategy projects designed to manifest these values in monograph acquisitions and print storage projects.
2. Rachel Finn, Vassar College – Rachel will speak specifically to early stage efforts to integrate the values of social justice into the day-to-day work of technical services. She will discuss the process, the short-term goals, and talk more about their aspirations for bringing real change to existing department workflows.
3. Becky Imamoto, UC Irvine - Becky will discuss her library’s experience in evaluating their current collection for diversity using different data points. This project highlighted gaps in the collection and led to additional purchasing strategies. The library also created a new way to display these recent titles to the user population.
4. Jenny Hudson, GOBI Library Solutions: Jenny will explore how vendors can help libraries both in reviewing their current profiles/collections and in building a more diverse collection moving forward. She will also speak to how library projects can help to influence vendors to integrate diversity, inclusion and social justice into their services.

avatar for Michelle Baildon

Michelle Baildon

Collections Strategist for Arts & Humanities, Massachusetts Institute of Technology (MIT)

Rachel Finn

Social Sciences Librarian, Vassar College

Jenny Hudson

Senior Collection Development Manager, GOBI LIbrary Solutions
avatar for Becky Imamoto

Becky Imamoto

Head of Collection Strategies, University of California, Irvine

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Colonial Ballroom, Francis Marion Hotel

3:40pm EST

Simplifying the collections budget to maximize flexibility and increase responsiveness to user needs
This session will consider management of the collections budget via fund structures. A common approach in collections budget management is to distribute allocations via format (e.g. monograph and serials), and subject areas. While tracking spending at a granular level provides more information, it also generally results in a large number of funds. As more and more materials are purchased in consortial packages or other types of “big deals”, or are simply interdisciplinary in nature, the allocation and expenditure on specific and narrowly defined funds begins to become inaccurate and less useful. In this session, two large ARL libraries describe their experiences reviewing and revising their budget structures for resources in order to focus greater time and effort on priorities that meet user community needs and university-wide priorities.

In this presentation, two case studies will illustrate the benefits of following an approach to reduce fund structures with the goal to simplify processes and maximize flexibility of the budget, while increasing responsiveness to user needs. The University of Alberta will explain how they significantly reduced reliance on a large number of fund codes over a 5 year period beginning in 2012 and currently have completely eliminated subject-based funds. The University of Washington initiated a multi-year process in the fall of 2017, and in the first year is simplifying and reducing the number funds for ongoing serials costs. Both will describe the concerns raised, challenges of implementing such a change, and how a simplified structure has been beneficial for how collections and acquisitions work.

avatar for Denise Koufogiannakis

Denise Koufogiannakis

Associate University Librarian, University of Alberta Libraries
avatar for Denise Pan

Denise Pan

Associate Dean, Collections and Content, University of Washington Libraries

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Grand Ballroom 3, Gaillard Center

3:40pm EST

Skipping the Hurdles: Fast Track Article Access for Researchers
The demand for unfettered access to full content continues to grow. Modern researchers are accustomed to moving from a results list to the full web page or content with a single click. Library discovery and delivery systems and publisher platforms fail to deliver the ease of access that users expect. Once users successfully clear hurdles created by proxy-based authentication and unfamiliar library discovery interfaces they face a variety of Full Text link options that provide inconsistent results, may require a bit of hunting and several clicks, and, with luck, arrive at a full PDF of an article.

Improving consistency and reducing the number of clicks are essential steps to improve user experience. The presenters discuss three approaches to get users from a result to full text quickly and with enhanced functionality. Athena Hoeppner will explore techniques to optimize link resolver functionality to deliver one-click access to full text and to highlight relevant library services. Ben Kaube and Jason Chabak will talk about Kopernio and Access Anywhere, two next generation tools for one-click PDF access, organization, and storage.

All three approaches will improve article access UX. Kopernio and Access Anywhere bring additional, relatively new, capabilities to the table, offering researchers greater control and stability for their selected PDFs and providing new usage analytics to libraries. The audience will gain an understanding of the capabilities and limitations of the three approaches and some insights into how they would benefit their own libraries and researchers.

avatar for Jason Chabak

Jason Chabak

Director of Institutional Sales & Business Development, ReadCube
avatar for Athena Hoeppner

Athena Hoeppner

Discovery Services Librarian, University of Central Florida Libraries
avatar for Ben Kaube

Ben Kaube

Co-founder, Kopernio (Clarivate Analytics)

3:40pm EST

Sudden Collections Coordinators: When you don’t know what you don’t know
As new librarians enter the profession with varying levels of education and experience concerning library collection management they may find themselves suddenly assigned the responsibility of coordinating collection activities within a subject area or for their entire library. From understanding terminology to working with acquisitions departments and from communicating with vendors to assessing resources, there is much to be learned in a short period of time. This presentation will provide perspectives from four librarians at the George A. Smathers Libraries at the University of Florida: the associate dean responsible for collections, the chair of the acquisitions & collections services department, and two relatively new subject librarians who were recently asked to coordinate collection decisions for their respective areas (humanities and health sciences). The two new librarians — one holds a terminal degree in her subject area and the other a recent MLIS graduate, both new to librarianship — who found themselves quickly positioned as mediators between a the acquisitions department and the librarian selectors in their departments. This presentation will address the large learning curve, including the steps of building a strong connection with acquisitions, developing vendor relations, and tracking collection development at the department level, while making suggestions for learning more along the way.


Megan Daly

Classics, Philosophy, and Religion Liaison Librarian, University of Florida
avatar for Ariel Pomputius

Ariel Pomputius

Health Sciences Liaison Librarian, University of Florida
Ariel is the point person for collection development in her department in the Health Science Center Libraries. For her personal research, she is very interested in graphic medicine and wellness.
avatar for Patrick Reakes

Patrick Reakes

Senior Associate Dean Scholarly Resources & Serv, University of Florida
avatar for Trey Shelton

Trey Shelton

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

3:40pm EST

Supporting Open Education with the Wind at Your Back: Lessons for OER Programs from the Open Textbook Toolkit
What does it take to move open education from idea to practice? In this session we will lead a discussion about what supports instructors need to engage with open education and how we can make adoption and adaptation easy and inviting. We’ll set the stage with an overview of findings from our IMLS-funded research (LG-72-17-0051-17) on the needs and practices of psychology instructors for adopting or creating open textbooks and OER. We’ll then share some lessons on what faculty say they need and where they feel we can do better, as well as offer some insights, from our research, on student needs and desires in learning resources.

Next, we’ll open up a conversation about how transferable these lessons are and the unique needs of other academic communities. How might libraries and presses view open differently? What lessons for support can small liberal arts colleges offer to large research-focused universities? How can we translate the work done by commercial entities around OER to academic and not-for-profit organizations S? Whether it’s a last mile problem or your first step into support for a new program, you will leave this discussion with some new ideas, example, and allies to support OER.

avatar for Will Cross

Will Cross

Director, Copyright and Digital Scholarship Center, NC State University Libraries
I'm excited about the relationship between copyright, student agency, and open culture. Recently I've been focused on the Library Copyright Institute, the Open Pedagogy Incubator, the Scholarly Communication Notebook, and the Best Practices for Fair Use in Open Education... Read More →
avatar for Erica Hayes

Erica Hayes

NCSU Libraries Fellow, North Carolina State University Libraries
avatar for Mira Waller

Mira Waller

Department Head, Research Engagement, Libraries, North Carolina State University

3:40pm EST

Transfer Turns Ten: the Future of the Code
Libraries, publishers, and intermediary vendors strive to disseminate the most current information to their patrons and clients through the metadata in their catalogs, services, and software. One significant pinch point in this landscape is the transfer of journals from one publisher or vendor to another. The Transfer Code of Practice was created to provide stakeholders in this information supply chain with best practices and guidelines to ensure that the transfer process occurs with minimal disruption and that journal content remains accessible to readers and subscribers. These guidelines have become increasingly important since the creation of the Transfer code in 2008, as the number of online titles, publishers, and supply chain intermediaries has grown exponentially. For these reasons, Transfer is undergoing two significant changes this year as we mark the ten year anniversary of the Code. The current Code of Practice is in its third iteration, which was adopted in 2014; in 2018, the Transfer Committee began revisions for version 4. These revisions will accommodate the changes that have occurred in the journal publishing market, especially changes in technology and terminology. In conjunction with the release of version 4 of the Code, the free online Transfer Alerting Service will be migrating to the ISSN International Centre (Paris, France). This new platform will replace the existing Enhanced Transfer Alerting Service which is hosted and maintained by the University of Manchester (UK). This session will present attendees with an overview of the Code, with a specific focus on new and updated content. Presenters will also provide a demonstration of the new platform, showcase the new and improved features of the service, and explain the process that publishers and librarians will go through to share and access Transfer information.

avatar for Jennifer Bazeley

Jennifer Bazeley

Coordinator, Collection Access and Acquisitions, Miami University (OH)
Jennifer Bazeley has a BM and an MM in viola performance from the Eastman School of Music and an MLIS from Dominican University in Illinois. Her love of serials and electronic resources started with a student job in the DePaul University Library in Chicago, IL. Since completing her... Read More →
avatar for Gaelle Bequet

Gaelle Bequet

Director, ISSN International Centre
Dr. Gaëlle Béquet was appointed director of the ISSN International Centre in March 2014. She began her career as an ICT specialist with the French Ministry of culture and communication. She has held leading positions in various academic libraries. She received a PhD in Information... Read More →

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

3:40pm EST

Why IP-based access is failing end users: How to give patrons a simple, seamless user experience
Many publishers and librarians continue to offer IP-based access to digital content because they perceive it to be the easiest way for students and researchers to get to what they need. But this insecure method of accessing resources gives patrons an inconsistent experience on and off-site and makes it more difficult for them to set up personalisation features such as saved searches, favourites and recommended content.

Federated access management offers one of the best ways to access subscribed digital content, but poorly designed publisher and library platforms continue to create barriers to successful access.

This session will:

* Describe some of the barriers patrons experience when discovering and accessing subscribed online content
* Address some of the trust-related questions access management federations get asked around what user data is passed to publishers, why it's needed and how user privacy is preserved
* Provide guidance from the RA21 initiative and highlight the work of InCommon and OpenAthens to improve user access
* Outline the quick wins librarians and publishers can implement now to increase user satisfaction and engagement with subscribed digital content
* In an open Q&A, answer questions from participants that are still using IP-based access and what their concerns might be around changing to a federated access management solution.

The objectives of this session are to:
1. Discuss the trust-relationship between publishers, libraries and their users and the challenges around access management federation services
2. Raise awareness of some of the issues around IP-based access and poorly designed platforms
3. Appraise participants of the recent work of InCommon and OpenAthens to alleviate some these pain points
4. Provide guidance on what librarians and publishers can do now to improve patrons' discovery and access to subscribed digital content based on recommendations from the RA21 initiative.

avatar for Phil Leahy

Phil Leahy

Service Relationship Manager, OpenAthens
I've seen OpenAthens grow from an access management service exclusively serving the UK academic community, to a set of products and services used in more than 50 countries by over four million users working and studying in academic, healthcare, government and commercial organisations... Read More →

Keith Wessel

Identity and access service manager, University of Illinois at Urbana-Champaign and member of InCommon Technical Advisory Committee
Keith is a member of the identity and access management team in campus IT at the University of Illinois at Urbana-Champaign. He's the lead service manager for the campus's Shibboleth identity provider and the Shibboleth and federation expert for the three campuses in the University... Read More →

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Grand Ballroom 1, Gaillard Center

3:40pm EST

Words into Action: Building an Open Access Ecosystem
Pioneering libraries and publishers are collaborating to pilot the next stage(s) of our paradigmatic shift to an Open Access ecosystem of scholarly research. MIT is working with the Royal Society of Chemistry and the 10 campuses of the University of California are in discussions with several publishers about piloting offsetting agreements in the US market to begin in 2019. These are critical steps forward in transforming scholarly publishing to Open Access models, with the understanding that moving to full Open Access is a shared goal. These libraries are taking bold steps forward to jointly explore opportunities for transitioning to sustainable open access business models with publishers who are ready to make these changes.

avatar for Ivy Anderson

Ivy Anderson

Associate Executive Director, California Digital Library
Ivy Anderson is the Associate Executive Director and Director of Collection Development at the California Digital Library (CDL), where she oversees a broad range of shared collections activities on behalf of the ten campuses of the University of California system. Before coming to... Read More →
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Katharine Dunn

Scholarly Communications Librarian, MIT Libraries
avatar for Sybille Geisenheyner

Sybille Geisenheyner

Sales Manager (Europe, Middle East, India & Africa), Royal Society of Chemistry
Sybille oversees Europe, Middle East, Africa & India in her role as Sales Manager for the Royal Society of Chemistry. During her twenty years in the industry, Sybille has worked for organisations such as SilverPlatter, Walter de Gruyter, Thomson Reuters and WoltersKluwer. She is involved... Read More →
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Rice Majors

Associate University Librarian, UC Davis

Wednesday November 7, 2018 3:40pm - 4:20pm EST
Calhoun Room, Francis Marion Hotel
Thursday, November 8

11:30am EST

A Framework for Publishing Expansive Digital Humanities Projects
This session explores how research institutions can support publishing expansive digital humanities projects--i.e., projects that are interactive and dynamic in their content as they span and often grow over time across multiple content types, audiences, and contributors. The session will include a discussion of the Summer 2018 report "A Framework for Supporting Expansive Digital Publishing Projects," which is the result of a recent initiative at Duke University funded by the Andrew W. Mellon Foundation. Recognizing that the digital humanities are often not static, and change and grow as the scholarship and its community expands, the report addresses question such as what role can libraries and the institutions that back them play in planning, growing and sustaining these projects? How can institutions adequately evaluate and reward this type of scholarship, particularly when the audiences and collaborators for these publications extend beyond the academic community? And how can libraries, technologists, and humanities centers collaborate with university presses to "publish" these projects?

This session addresses five key areas of support for expansive digital publishing projects: 1) planning, 2) resource allocation and production; 3) discovery; 4) evaluation; and 5) preservation and sustainability. The session will address an overall framework for institutions, and especially libraries, to develop sustainable services in support of expansive digital publishing, and will also seek to engage session participants on how best to make meaningful, incremental progress at their local institutions to support publishing these expansive digital humanities projects.

avatar for David Hansen

David Hansen

Associate University Librarian for Research, Collections & Scholarly Communication, Duke University
I'm Duke's librarian responsible for the Libraries' general research services and collections. My division of the library includes support for Duke researchers across the scholarly communication lifecycle, from the development of the library collections in anticipation of researcher... Read More →
avatar for Catherine Mitchell

Catherine Mitchell

Director, Publishing, Archives, and Digitization, California Digital Library, University of California

Thursday November 8, 2018 11:30am - 12:10pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

11:30am EST

African and African American Studies Collections and Digital Resources
This panel offers two perspectives of increasing awareness of African and African American Studies collections and digital resources.

Over the last 10 years, the number of African and African American online collections and databases have nearly doubled. Adding these important resources to the library’s digital landscape brings a richness to research across disciplines and supports diversity and inclusion initiatives. While it is refreshing to see the increase in these tools, the authors are curious to discover the characteristics of ARL libraries providing access to or purchasing these materials. Objectives of this perspective is to share research--highlighting the trends and characteristics of ARL libraries providing access to these resources and to explore the criteria used to make decisions about new resources in area studies.

In a Journal of Academic Librarianship article from 2000, Susan A. Vega García wrote that “there is a dearth of empirical research that has examined multicultural diversity in terms of actual collecting patterns of academic and research libraries [...].” And yet, when diversity in the library field is even discussed, the focus is seldom on collections. This nearly-20- year-old article is one of the few that addresses African American Studies collections in the LIS literature. Vega García’s words have become only more germane in 2018: “The viewpoint that racial and ethnic materials are relevant only to their respective populations is an outdated and erroneous approach to collection development, especially for ARLs that must help prepare students for their entry into the real world.”

In this session, we will explore African and African American Studies collections’ importance to educational institutions’ intellectual life and the larger communities in which they are situated; brainstorm techniques for promoting these collections to internal and external audiences; and strategize collaborations with African and African American Studies liaison librarians.


Courtney Becks

Librarian for African American Studies and Jewish Studies Bibliographer, University of Illinois at Urbana-Champaign
avatar for Charlene Maxey-Harris

Charlene Maxey-Harris

Research and Instructional Services Chair, University of Nebraska-Lincoln
I'm passionate about life and learning!
avatar for David Tyler

David Tyler

Collections Analyst & Strategist, University of Nebraska-Lincoln

Thursday November 8, 2018 11:30am - 12:10pm EST
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

11:30am EST

Decoding the Scholarly Resources Marketplace
Developed with input from a variety of library workers and industry representatives, this session will provide a current and concise introduction the scholarly resource marketplace for academic libraries, highlighting the financial and functional connections between major market actors providing services and content to libraries.

Discussions of vendor relations in libraries have often focused on the interpersonal collaboration of library workers and vendor representatives. In the process, they have overlooked or neglected the connections between publishers and vendors, their parent corporations and subsidiary companies.

Decoding requires a focus on vocabulary and building shared understanding of the marketplace for scholarly resources. In libraries, we may use vendor names as shorthand, creating a jargon barrier which can impede understanding and efforts. To this purpose, the speakers will provide succinct and clarifying descriptions and overviews of the market actors, their market shares, and their subsidiary and parent business relationships.

In this introductory session, the speakers will seek to decode and communicate the current scholarly resource marketplace, providing a practical overview to the market forces at play that should inform collection strategies and decision making.

avatar for Lindsay Cronk

Lindsay Cronk

Head of Collection Strategies, University of Rochester
Lindsay Cronk is covered in tattoos and full of strong opinions.
avatar for Rachel Fleming

Rachel Fleming

Scholarly Communications Librarian, University of Tennessee at Chattanooga

11:30am EST

Demonstrating Library ROI: Success Stories and Strategies to Replicate in Your Library
Librarians face a number of obstacles in telling their ROI story. Our research has shown that one of the challenges is that the measures university administrators have traditionally used to define institutional ROI don’t translate well for the library. For example, while graduation and time-to-degree are essential to demonstrating the university’s story, they need not define the value of the library or be used to diminish the library’s story.

This is common knowledge among librarians, but administrators, some of whom you may be familiar with, often need guidance to understand how much value the library provides to the campus community without using student outcome measures. This panel will be made up of librarians who will share strategies on how they’ve successfully told their ROI story both internally and externally. The goal of this highly interactive session is to openly acknowledge the difficulties in communicating the library’s value in a supportive atmosphere and to inspire librarians with new and interesting ways to tell their own story back at their home institutions. The session will include ample time for Q&A with the audience.

avatar for Kristi Ward

Kristi Ward

Director, Library Editorial, SAGE Publishing

avatar for Melvin Davis

Melvin Davis

University Librarian, Coastal Carolina University
avatar for Rebecca Fernandez

Rebecca Fernandez

Head of Electronic Resources & Collection Manager, University of Texas at Tyler
Talk to me about anything!
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 →

Nick Woolley

Director of Student and Library Services, Northumbria University
From Westminster, London, Nick is a graduate of the University of Exeter, the University of Sheffield, and London Metropolitan University. Nick is currently Director of Student and Library Services at Northumbria University and has worked in many different roles in several academic... Read More →

Thursday November 8, 2018 11:30am - 12:10pm EST
Grand Ballroom 1, Gaillard Center

11:30am EST

Discovery elsewhere: using the EDS API in mobile, voice searching, and beyond
As the discovery user experience continues to evolve, libraries are evaluating and implementing new approaches that deliver further engagement with the library’s collections. Indeed, at its core, the discovery index, a powerful, comprehensive and searchable listing of the library’s resources, can be meaningful outside of the immediate discovery environment. Consider these examples: the integration of discovery within the learning management system, within a Bento environment, within a mobile interface, within Alexa or Google Home, or within the ILS interface of the library’s choosing.

In this session panelists will examine the use of the EBSCO Discovery Service (EDS) API to enhance the discovery experience for users. Rob O’Connell from Smith College and Bill Mischo from the University of Illinois will discuss how their institutions implemented a new discovery experience based on Bento box discovery layers. This session will include a look at how these institutions designed, tested and implemented the new interface; the usability studies that went into shaping the current iteration, and improvements that are being considered for the future. In addition, David Podboy from EBSCO will look at different implementation options and additional ways to leverage the EBSCO Discovery Service (EDS) API in an array of environments – including Alexa, a mobile interface and the ILS – to further enhance the discovery experience for users.

avatar for William H. Mischo

William H. Mischo

Head, Grainger Engineering Library Information Center and Berthold Family Professor in Information Access and Discovery, University of Illinois at Urbana-Champaign
avatar for Rob O'Connell

Rob O'Connell

Director of Discovery, Access and Digital Engagement, Smith College Libraries
avatar for David Podboy

David Podboy

Principal Library Services Engineer, EBSCO
David is Principal Library Service Engineer and has been with EBSCO since March 2013. Prior to joining EBSCO, he worked in both academic and government libraries as a Reference and Instruction librarian and helped to select, implement, and maintain two discovery systems. As a LSE... Read More →

Thursday November 8, 2018 11:30am - 12:10pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

11:30am EST

Getting E-Books into Courses: How Libraries can Partner with Faculty to Ease the Textbook Affordability Crisis
LOUIS, the library consortium for universities and colleges in Louisiana, funds affordable learning projects on an ongoing basis. Through these projects and individual efforts, LOUIS member libraries have undertaken a variety of approaches to encourage faculty to adopt no-cost or low-cost course material, to save students money. These approaches include strategies that leverage library collections and purchasing models to enable faculty to proactively select materials and design courses around affordability. To enable this, Louisiana State University librarians created a search tool and, building off this success, LOUIS partnered with GOBI to release a faculty portal. These tools enable faculty to search unlimited-user, DRM-free e-books alongside indexed Open Access materials and Open Textbooks. Faculty can select titles for purchase and the requests are routed to the appropriate institution for follow-up. This new collection-building model exposes faculty to publisher content during the course material selection process, proactively engaging the scholarly community. It is also a way for libraries to demonstrate meaningful usage and value to their institutions.
This panel will feature LOUIS-member librarians from the University of New Orleans and LSU to discuss the successes and challenges in engaging their faculty in this mission, and how library e-books, particularly DRM-free e-books, can offer economies for course curricula. It will also feature the perspective of a vendor, EBSCO, who is partnering with UNO on user testing to determine what the optimal course-linking solution is, leveraging course management systems. The panelists will share findings from this user research, aggregate data that illuminates how access models impact student use of library materials, as well as the results of a broad faculty study (undertaken in partnership with Library Journal) on the use of e-books in courses.

avatar for David J. Comeaux

David J. Comeaux

Systems & Discovery Librarian, Louisiana State University
Dave is responsible for the management of the LSU Libraries’ online library services platforms. Dave provides vision, leadership, and creative thinking to manage and improve discovery of and access to analog and digital content. He also leads the creation, development, and implementation... Read More →
avatar for Kara Kroes Li

Kara Kroes Li

Director of Product Management, EBSCO
As Director of Product Management for EBSCO, Kara is responsible for understanding the needs of end-users, librarians, and publishers and distilling those needs into product initiatives. Her current areas of focus are user experience, librarian workflows, and partnerships. Prior to... Read More →

Jeanne Pavy

Scholarly Communication & Collection Development Librarian, Earl K. Long Library
Scholarly communication, Open Access, copyright, creative commons, library-press partnerships

Thursday November 8, 2018 11:30am - 12:10pm EST
Grand Ballroom 3, Gaillard Center

11:30am EST

International Partnerships for Open-Access Models
Open access dissemination allows unrestricted and paywall-free access to scientific publications and is endorsed by a growing number of institutions and countries worldwide. In Europe, unified non-renewal of major publishers and public calls for change happen frequently whereas in North America, a dispersed purchasing landscape and private fee structure create barriers to mass support for OA negotiations. The financial viability of OA publishing differs radically across disciplines where APCs may or may not be an acceptable model. With OA cost models still in their infancy, this session explores three international partnerships making their way in the OA landscape.
OA2020 is an international initiative to advance OA by transforming scholarly publishing from its current subscription system to OA publishing. A growing number of US libraries have signed the OA2020 Expression of Interest. The first two presenters provide an overview of OA2020, its progress to date, and perspectives from their signatory institutions in gaining stakeholder support for repurposing subscription funds to support open access. The third presenter discusses how their OA2020 university library has collaborated with another US institution and two in Norway to build a new OA publishing platform: Vega, that offers structured-text authoring with multimedia capabilities, visual and flexible EDP workflows including open peer review, and a customizable reader front-end, making the possibility of more OA, media-rich, and interdisciplinary publishing a viable reality. Finally, the fourth speaker presents Érudit (erudit.org), a longstanding Canadian national research facility and publishing platform that has reworked its subscription-based dissemination model into an open-access partnership with the Canadian Knowledge Research Network (CRKN), which represents Canadian research libraries. Érudit offers aggregation services and financial support to over 140 HSS Canadian scholarly journals, published in French and English (97% already in OA). These four OA presenters will share successes and challenges in their goal towards fully OA publishing models.


Cheryl Ball

Director, Digital Publishing Collaborative, Wayne State University
avatar for Curtis Brundy

Curtis Brundy

AUL for Scholarly Communications and Collections, Iowa State University
I oversee collections and scholarly communications at Iowa State, which is a signatory of the OA2020 initiative. I am active with several groups that are interested in seeing, as well as assisting, scholarly publishers and societies transition to open business models.

Tiffany Moxham

AUL for Collections and Scholarly Communications Strategies, University of California, Riverside
avatar for Emilie Paquin

Emilie Paquin

Director Research & Strategic Development, erudit.org

Thursday November 8, 2018 11:30am - 12:10pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

11:30am EST

It’s that critical: choosing and creating a discovery experience that users crave
In today’s world, choice is paramount. When libraries choose their discovery service they are naturally looking for best-in-breed. And there is a lot to consider: the user interface, the content that can be incorporated, the relevance and value ranking and the ability to tailor the solution for specific research needs. What is certain is that more often than not, one size does not fit all. Each institution in fact has its own requirements and different types of users have different needs. From discipline specific support to catalog integration, there is much to consider when setting up the discovery service.

In this session panelists will look at the diverse considerations when choosing and implementing a discovery service. Panelists will discuss different configuration and customization options that are available to libraries, what libraries can do independently, and where vendor support comes in. Topics include branding, profile options, catalog and IR loading, linking, and website integration.


Jeanette Norris

Metadata Management Librarian, Brown University
avatar for Adam Shire

Adam Shire

Systems & User Experience Librarian, Douglas D. Schumann Library & Learning Commons Wentworth Institute of Technology
Library stuff, but also:BicyclesSchool of HonkMakerspaces

11:30am EST

Librarians are the enemies of scholarship!* Print collection management during a major renovation
The University of Virginia is preparing for a complete renovation of its main library, an endeavor which has caused no shortage of angst for patrons who are concerned about the accessibility and vitality of the collection during a years-long renewal project. One of the key concerns is the removal of 80% of the books to near-site storage, leaving only 500,000 titles available on central grounds. After all, how can researchers and students in the humanities serendipitously browse collections if most of them are off in storage?

In this session, we will discuss how the University of Virginia is addressing researcher and student concerns to create a vibrant and useful corpus of materials during a time of significant disruption to library collections and services. We will give an overview of our community engagement processes in creating an interim collection, discuss our philosophy of what the interim and post-renovation collections should look like, and provide a deep dive into our quantitative and qualitative metrics informing the selection process for rehousing items during the renovation.

Our intent is to provide session attendees with tools which can be adapted for their individual library infrastructure projects. In addition, we will offer information on our successes and failures so that attendees can learn from our experiences to thoughtfully and proactively engage with their communities around collections issues, help manage rumors, and create a shared vision of a revitalized library for future scholars.

*Yes, that is an actual quote from one of our scholars.


Beth Blanton-Kent

Collections Librarian, University of Virginia Library

Timothy Morton

Manager, Resource Acquisition & Description, University of Virginia Library

11:30am EST

Library Outreach: An International Perspective On Successful Strategies
The arrival of new media and learning technologies is remaking the library in many ways. As librarians’ roles change (particularly in the service of academic STEM patrons), they need new strategies to maintain their relevance. As part of this, they must leave (sometimes physically) the traditional confines of their libraries and offices and engage with faculty and students.

To assist in promoting outreach strategies, JoVE is awarding four librarians from around the world with a scholarship to attend the Charleston Conference. These librarians will have demonstrated proven best outreach practices in their respective institutions/countries. The obstacles to outreach are many: Along with the stream of STEM discoveries, there are now ebooks, multimedia channels, and much more nontraditional types of content. Many students don’t have the traditional library search habits or skills. During the comparative session, these librarians will provide examples of their successful outreach campaigns; tips on outreach empowerment; and insight into overall challenges/successes for libraries. They will offer cross-national viewpoints and discuss the various problems they faced and how they overcame them for successful outreach.

avatar for Eglantine Ronfard

Eglantine Ronfard

Marketing Manager, JoVE

avatar for Bertha Chang

Bertha Chang

Associate Head, Collections & Research Strategy, NC State University Libraries
Bertha Chang is Associate Head of Collections & Research Strategy at the North Carolina State University Libraries. She holds an M.S. from the Graduate School of Library and Information Science at the University of Illinois in Urbana-Champaign, and an S.B. and Ph.D. from the Department... Read More →
avatar for Dorit van Moppes

Dorit van Moppes

Librarian, Ben Gurion University
My perspective derives from, and continues to be colored by, my personal journey from M.Sc. in Life Sciences to M.A. in information Science—from manager of a large laboratory of undergraduate and graduate students (developing the biotechnology for bio-products from red microalgae... Read More →
avatar for Jennifer Park

Jennifer Park

Assistant Librarian for Access and Outreach Services, Mount Saint Mary College
As the Assistant Librarian for Access and Outreach Services at Mount Saint Mary College, I have two primary job responsibilities. The first is overseeing our Access Services department which includes InterLibrary Loan, student staff coordination, and stack management. My second major... Read More →
avatar for Lucie Tryoen

Lucie Tryoen

Electronic Resources Librarian, University of Evry-Val d'Essonne (France)

11:30am EST

Literary Hoaxes: Fraud or Not Really?
Literary hoaxes infuriate publishers because they make them look like fools. And then there's all the money they threw away.
If you carefully go through the elements of fraud, however, many of these cases could seemingly go either way.
Bill Hannay and Bruce Strauch will examine the Clifford Irving/Howard Hughes hoax and others and give their wry analysis.

avatar for William M. Hannay

William M. Hannay

Partner, Schiff Hardin LLP
Bill Hannay regularly counsels corporations and individuals with respect to federal and state antitrust law, intellectual property law, and other trade regulation laws. He is an Adjunct Professor, teaching courses at IIT/Chicago-Kent law school in antitrust and international business... Read More →
avatar for Bruce Strauch

Bruce Strauch

Professor of Business Law, Retired, The Citadel
Bruce Strauch, J.D. is a retired 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... Read More →

11:30am EST

Much Ado about eBooks: Making Sense of Access Models
EBooks are a vital part of today’s library, but the growing number of purchase and loan models, combined with complicated setup, maintenance, and access issues, can pose challenges to any library. This session will shed light on eBook purchase models (particularly EBA and DDA), and help you make the best decision for your library. This session includes speakers from three different universities sharing their thoughts and experiences. Melissa Belvadi will focus on some philosophical problems with EBA and then discuss how UPEI is handling the logistical problems of combining DDA, EBA, subscription, and firm orders in their catalogue. Stew MacLehose will discuss the variety of DDA loan programs available and the solution UNE arrived at using a combination of models that save money, increase usage, and satisfy UNE student and faculty needs. Joe Marciniak will present data from UWG’s recent DDA program.

avatar for Melissa Belvadi

Melissa Belvadi

User Experience & Collections Librarian, University of Prince Edward Island
Academic collections management and analysis, particularly electronic books and serials. How to squeeze every last penny of value from our depressingly small budget. User experience in electronic products and optimizing discoverability experience. Data visualization. Google Sheets... Read More →
avatar for Stew MacLehose

Stew MacLehose

Digital Services & Systems Librarian, University of New England
avatar for Joe Marciniak

Joe Marciniak

Electronic Resources Librarian, The University of West Georgia

Thursday November 8, 2018 11:30am - 12:10pm EST
Colonial Ballroom, Francis Marion Hotel

11:30am EST

One login, one time; the way to easy and unlimited access
A library user’s online experience must ensure easy, quick and secure access to resources by eliminating multiple logins and - at the same time - securing the user’s privacy rights. Key stakeholders discuss their experiences with OpenAthens in providing such seamless, secure authentication. Representatives from two different organizations discuss their discovery service, the power of single sign-on and the need to both solicit and secure user information. Stephen Ambra, Library Director at NHTI recently transitioned from proxy services to OpenAthens authentication services. Lucy Harrison, Executive Director of GALILEO, Georgia’s virtual library system, is in the implementation phase of OpenAthens for their entire system of libraries. This session will look at why OpenAthens was chosen to complement their services. Learn how NHTI is managing its resource investments more effectively and what GALILEO has planned for its system-wide rollout of OpenAthens.


Stephen Ambra

Library Director, NHTI Concord’s Community College
avatar for Lucy Harrison

Lucy Harrison

Executive Director of GALILEO, Board of Regents of the University System of Georgia
Statewide consortia; large-scale e-resource licensing; GALILEO; discovery; OpenAthens; Affordable Learning Georgia; OER; open textbooks; textbook alternatives
avatar for Christopher Holly

Christopher Holly

Director of SaaS Innovation, EBSCO
FOLIO, Software as a Service, OpenAthens, Stacks, EBSCO Discovery Service, Library Systems Management, Strategic Planning

Thursday November 8, 2018 11:30am - 12:10pm EST
Grand Ballroom 2, Gaillard Center

11:30am EST

Other Duties as Assigned: A Reexamination of Roles in Resource Acquisition and Management
As our technology, environment, and future continues to shift and morph, we are required to be agile and responsive with our work in order for our institutions to continue to be relevant. Yet, many acquisitions and collections teams are operating with mildly modified job descriptions dating back to the organizational norms of the past thirty (or more) years. How can we respect and honor the past labor of our current workforce while simultaneously requesting them to cease and/or alter those core job functions? How can we align our employees with new initiatives in consideration of their skills and interests? Are “paraprofessional” and “professional” helpful or harmful categories in today’s market?
In this talk, we will explore the attitudes surrounding staff support positions in technical services held by individuals with an MLIS degrees as demonstrated through a survey. Presenters will share challenges, solutions, and suggested pathways to change. Discussion will be encouraged as we share similar challenges, but often in different environments. Attendees can expect to leave with an understanding of the trends in technical services duties that may assist in fostering positive flexibility and room for growth in their organizations.

avatar for Rachel Arkoosh

Rachel Arkoosh

Collections Librarian, Pacific University
Rachel Arkoosh is the technical services librarian at Pacific University. Her responsibilities include acquisitions, cataloging, serials, electronic resources and all other things technical services.
avatar for Christine Fischer

Christine Fischer

Head of Technical Services and Associate Professor, UNC Greensboro
Christine Fischer is the Head of Technical Services at UNC Greensboro, where she has worked since 2005. She has an interest in streaming film, acquisition models, and organizational culture. She has held positions in academic and special libraries in both public and technical ser... Read More →

Thursday November 8, 2018 11:30am - 12:10pm EST
Gold Ballroom, Francis Marion Hotel

11:30am EST

Platforms, not publishers! An update on sex workers, free speech, and the increased risk for hosting content
Over 20 years ago, the U.S. Congress passed Section 230 of the Communications Decency Act, a landmark piece of legislation which protected Internet platforms from liability for user generated content -- a distinction from the editorial determinations made by publishers. This year, Congress passed the Fight Online Sex Trafficking Act (FOSTA), reducing liability protections in Section 230 for certain types of speech. Targeted at sex trafficking, the new law not only immediately threatens the safety of sex workers, but also encroaches on the protections afforded online archives that host third party content, leading both the Electronic Frontier Foundation and the Internet Archive to file suit to block the law. Further, the rise of fake news and partisan manipulators of platform content place further pressure on Internet hosts to take a more active editorial role, threatening the safe harbor of Section 230. We’ll discuss the threats to information sharing, users, and free speech in this open conversation.

avatar for Peter Brantley

Peter Brantley

Director, Online Strategy, UC Davis
avatar for Mary Minow

Mary Minow

Affiliate at Berkman Klein Center for Internet & Society, Harvard University

Thursday November 8, 2018 11:30am - 12:10pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

11:30am EST

Preparing Researchers for Publishing Success: How Libraries Are Impacting Outcomes
Researchers today are under more pressure to publish than ever before. Not only must they secure the financial resources necessary to carry out their research, but they must also publish in high impact journals in order to advance in their careers and achieve notoriety in the scientific community. External pressure is equally high, as institutions rely on the publishing success of their researchers to secure ongoing funding and continue to attract and retain the best scholars admist a very competitive environment.

In order to meet these needs, libraries are increasingly taking proactive steps to ensure that their researchers are equipped with the skills necessary to become successfully published authors. From leveraging online resources and courses to implementing interactive training programs, librarians are pursuing a variety of approaches to ensure researchers are adequately prepared for every step of the publishing process. By focusing on core competencies like grant writing, article submission, manuscript preparation, peer review and more, the library is increasingly assuming a pivotal, underserved role in the research lifecycle.

In this session, Wiley will facilitate a lively discussion of librarians from a spectrum of institutions to explore how libraries can support their researchers’ publishing training needs. Attendees can expect to learn more about:
• The training needs of today’s early career researchers
• Opportunities for library leadership and support
• The criteria necessary for a successful training program
• Best practices for implementing a training program and generating awareness, usage and engagement
• Case studies that offer real-world application

Attendees will benefit from the multiple perspectives of experienced librarians who are currently pursuing different methods to support the publishing needs of their researchers. They will share critical insights related to how these publishing support programs are integrated into their overall library strategies, the objectives they hope to address on both research and institutional levels, and how such methods can be implemented at other institutions across the country.

avatar for Beth Bernhardt

Beth Bernhardt

Consortia Account Manager, Oxford University Press/ Previously at UNC Greensboro
Beth works for Oxford University Press as a Consortia Account Manager. Before coming to OUP she was the Assistant Dean for Collection Management and Scholarly Communications at UNC Greensboro. Beth has served as the Principle Program Director for the Charleston Conference since... Read More →

Kate McCready

Interim AUL for Content & Collections, University of Minnesota Libraries
Kate McCready is the Director of the Content Services department which is comprised of Interlibrary Loan and the Open Scholarship and Publishing Services [OSPS] unit within the University Libraries. OSPS provides Copyright Permissions Services, and Publishing Services. Kate is responsible... Read More →

George Stachokas

Electronic Resources Librarian, Auburn University
avatar for Gwen Taylor

Gwen Taylor

Business Development Manager, Wiley Researcher Academy, Wiley

11:30am EST

Seasons of Change: Digital Preservation in an Ever-Changing Digital Environment
The NASIG Digital Preservation Task Force is charged to, “...identify new roles for librarians and publishers as well as the impact of these changes on preservation in an ever-changing digital environment, and develop some best practices for the industry. The task force will identify ways in which NASIG can be involved in proactive digital preservation, including tools for marketing digital preservation to a broad range of library administrations and publishers.” To that end, the committee created a survey to learn how NASIG could best direct its efforts in raising awareness and supporting digital preservation initiatives today. The survey is scheduled to be released in late September through early October 2018, and the task force will begin to analyze the results in November. At the Charleston Conference the committee proposes to present some of the early findings of the survey in the framework of discussing the current state of digital preservation initiatives broadly across the profession. Through a panel discussion, with representatives from different aspects of the community, libraries, publishers, vendors, etc. attendees to this presentation will learn about current best practices in digital preservation, recent developments in the field, and the development of NASIG’s role in supporting digital preservation.

avatar for Robert Wainwright Boissy

Robert Wainwright Boissy

Account Development Director, Springer Nature
I have had various roles in scholarly publishing since 2003, and fifteen years as a subscription agent before that. I have library degrees from the University at Albany and Syracuse University. I like to talk about cooperative marketing projects between libraries and publishers... Read More →
avatar for Shannon Keller

Shannon Keller

Helen Bernstein Librarian for Periodicals and Journals, New York Public Library
avatar for Heather Staines

Heather Staines

Independent Consultant, Independent

11:30am EST

Strong Collections, Controlled Costs: Weathering the Winter Storm Through Collaboration and a Shared Acquisitions Program
Can three libraries with different needs and goals successfully work together to build a strong shared collection and contain costs? This talk will highlight the practical aspects of how the CTW Consortium in Connecticut deployed a consortial print approval plan, complementary EBA ebook plans and a fulfillment network in order to save money while building a collection that meets patron needs. CTW, formed in 1987, is a consortium of Connecticut College, Trinity College and Wesleyan University. Each campus has a separate Alma catalog joined to the others through a shared fulfillment network, which allows users at each campus to request book delivery from the other two. Starting in November 2016, the consortium built on this successful service by implementing a shared print approval program that was modeled on a similar program at Colby, Bates and Bowdoin. Each school had its own reasons for sharing print purchases, including the desire to reduce duplication, save funds spent on print, move away from DDA, and lessen the workload of selectors. Since the implementation of the print approval plan, CTW’s institutions have made several big changes, including cancelling DDA programs (at two of the schools) and adding JSTOR and Project Muse EBA plans. For at least one school, the plan has been extremely helpful in making decisions about collection budget reductions. In this talk, speakers will share the current state of the approval plan, along with metrics gathered before and after plan implementation, such as circulation data, planned versus actual expenditures, collection duplication, patron perceptions and selector impressions of the plan. Speakers will also discuss the next steps for the program and grapple with some lingering questions, such as how far the consortium should go toward becoming a truly “shared collection,” and the implications this may hold for reserve services and collection growth.

avatar for Kathleen Bauer

Kathleen Bauer

Director Collections, Discovery and Access Services, Trinity College (Hartford, Connecticut)
avatar for Fred Folmer

Fred Folmer

Director, Collections and Resource Management, Connecticut College
avatar for Lorraine Huddy

Lorraine Huddy

Librarian for Collaborative Projects, CTW Library Consortium
avatar for Aaron Sandoval

Aaron Sandoval

Monographic Acquisitions Librarian/Coordinator of Collection Development, Wesleyan University

Thursday November 8, 2018 11:30am - 12:10pm EST
Calhoun Room, Francis Marion Hotel

11:30am EST

The Other Impact Factor
Sponsored by AAAS

Since its founding in 1848, AAAS was always open to all. With the movement for Civil Rights in the1960’s and women's rights in the early 1970’s, the organization undertook programs and adopted policies to more actively promote diversity and inclusion in STEM.  AAAS has also enjoyed diversity in its governance – including that forty percent of AAAS presidents have been women.  This presentation will provide a brief overview of AAAS efforts, past, present and future, to support diversity, inclusion, and excellence in science.

avatar for Shirley M. Malcom

Shirley M. Malcom

Director, Education and Human Resources Programs (EHR), AAAS

avatar for AAAS/Science


The American Association for the Advancement of Science (AAAS) is the world’s largest general scientific society. AAAS is the publisher of the journals Science, Science Translational Medicine; Science Signaling; Science Immunology; Science Robotics and the open-access journal, Science... Read More →

Thursday November 8, 2018 11:30am - 12:10pm EST
Colonial Ballroom, Embassy Suites

2:30pm EST

A Dream of Spring: Disambiguation, Identification, and Persistence in a Blizzard of Data
We are lost in a blizzard of data. As platforms and organizations track us without our informed consent, we struggle to hold on to our privacy and present our work in context. Because scholarship is collaborative and interdisciplinary, we often struggle to receive credit for our contributions, which often take forms other than a single unitary work done at a single institution. Because academic work is precarious, scholars move from graduate school to a postdoc program, to diverse jobs within and adjacent to the academy.

We need tools that can help individual scholars take control of their identity so they can do great work and frame their own narrative even as they move across spaces and disciplines. At the same time, institutions need tools that can tell their stories and capture the value they provide even if researchers are only in-house for limited times or in changing roles. The tools they need are persistent identifiers like ORCID that provide a consistent, disambiguated identity. This session introduces those tools and describes how they empower researchers, libraries, and academic institutions to control their own identity and tell the stories of their work.

Participants in this session will hear perspectives on both individual and institutional identifiers from librarians at NCSU Libraries and representatives from ORCID (individual) and Ringgold (institutional). In additional to a general overview of both ORCID and Ringgold, participants will also learn about up and coming areas of development and use cases. Participants will also learn about the ways in which the NCSU Libraries is using ORCID to support scholars and describe the work done across campus. There will also be a few preselected questions that the panelists will answer as well time for the audience to ask questions.

avatar for Will Cross

Will Cross

Director, Copyright and Digital Scholarship Center, NC State University Libraries
I'm excited about the relationship between copyright, student agency, and open culture. Recently I've been focused on the Library Copyright Institute, the Open Pedagogy Incubator, the Scholarly Communication Notebook, and the Best Practices for Fair Use in Open Education... Read More →
avatar for Beth Hoskins

Beth Hoskins

Sales Development Manager, Ringgold
avatar for Alice Meadows

Alice Meadows

Director, Communications, ORCID
avatar for Mira Waller

Mira Waller

Department Head, Research Engagement, Libraries, North Carolina State University

2:30pm EST

Access for All: How Libraries, Publishers, and Vendors Can Collaborate on Accessible Products
According to the 2016 Disability Statistics Annual Report, “The overall rate of people with disabilities in the US population in 2015 was 12.6%.” This means tens of millions of people in the United States alone, but making work accessible serves a far larger population even than that. As has often been noted, most of us, if we live long enough, will experience a disability at some point. Many of the steps taken to create accessible texts makes them better, more reader-friendly, and more usable to everyone—those with or without impairments. This session’s focus on accessibility will consider how libraries, publishers, and vendors can work together to ensure that all readers can access electronic books and texts.
Organized by the AUPress’s Library Relations Committee, this panel features librarians, publishers, and vendors who will discuss what they’re doing to engage with accessibility challenges and opportunities. This session will be of benefit to librarians providing access to materials for patrons, publishers putting out accessible materials, and vendors providing services that increase accessibility of materials for all readers. The session also will focus on how these groups can partner and learn from one another to create more and better accessible products.

avatar for Katherine Purple

Katherine Purple

Editorial, Design, and Production Manager, Purdue University Press

avatar for Emma DiPasquale

Emma DiPasquale

Engagement Manager, Michigan Publishing
I am Engagement Manager for Michigan Publishing. My role focuses on post-sales support for the library purchasers and subscribers of our ebook collections on Fulcrum.
avatar for Bill Kasdorf

Bill Kasdorf

Principal, Kasdorf & Associates, LLC
Bill Kasdorf, kasdorf.bill@gmail.com, is Principal of Kasdorf & Associates, LLC, a publishing consultancy focusing on accessibility, XML/HTML/EPUB modeling, information infrastructure, standards and best practices alignment, and editorial and production workflows. He is a founding... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Colonial Ballroom, Francis Marion Hotel

2:30pm EST

Annotation as Curation: Connecting Dots, Breaking Silos, and Streamlining Workflow through Open Annotation
Resource organization, curation, and collaboration are key to the roles of many library and information science professionals. One new way to enrich data (textual or otherwise) that are spread across many websites and repositories is through annotation. In February 2017, the W3C standards body for the world wide web approved annotation as a web standard, paving the way for open interoperable annotation to be built natively into browsers. Now users can utilize a free tool like Hypothesis to make private notes, use for a collaborative group project, or share public annotations on any material that can be viewed in a browser in formats that include html, PDF, EPUB, CSV, video transcripts on YouTube, and more. Using open source technology, annotations each have a unique persistent web address, enabling them to augment or connect data in new ways. Join our lively and practical session to learn how to curate web resources, update learning materials (including LibGuides), explore annotation as a scholarly practice, or streamline business functions (invoices and documents) using collaborative open annotation.

Attendees will hear use cases about how annotation is being used in the library, researcher, education, and publishing spaces, and will have the opportunity to share their own stories. There will be a focus on communication and education about annotation to different stakeholders.

avatar for Gary Price

Gary Price

Founder/Editor, infoDOCKET and Consultant, Self
Gary Price is a librarian, writer, consultant, and frequent conference speaker based in the Washington D.C. metro area.  He is currently the Resource and Reference Center Director for GIJN and editor of infoDOCKET.com, a daily update of news and new research tools.He lives near Washington... Read More →
avatar for Heather Staines

Heather Staines

Independent Consultant, Independent
avatar for Micah Vandegrift

Micah Vandegrift

Open Knowledge Librarian, North Carolina State University
Open. BBQ.

Thursday November 8, 2018 2:30pm - 3:10pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

2:30pm EST

Beyond the Classroom: providing meaningful collections internships
In the past two years, the Collections and Content Team at the University of Guelph Library has embarked on a successful program to hire MLIS students for four or eight month full-time paid internships. This session explores the origins, goals and underlying philosophy of this program as they relate to the future of collections librarianship and the need to provide real world skills development opportunities and professional mentoring for LIS students as they are choosing their career path. The parameters and implementation of the program since its inception are discussed – how does it work in practice and how has it evolved over time? The many ways that internships can benefit both employer and student are explored, ranging from practical considerations such as increasing the team’s capacity and providing genuine work experience, to less tangible but important impacts derived from mentoring, exposure to new ideas, and encouraging the development of professional values for a new librarian cohort. The contributions that these students make in both formulating and realizing the goals of the collections team, other library service areas, and to a library’s organizational culture is also considered. Finally, challenges that arise from employing library school students in collections internships is described, and some possible solutions proposed. The objective of this session is to provide attendees with a case study example of a human resources strategy that has been beneficial, to encourage discussion and sharing about similar programs elsewhere, and to explore their usefulness as a way of ensuring a highly skilled collections workforce in the future.

avatar for Pamela Jacobs

Pamela Jacobs

Associate Librarian, McLaughlin Library, University of Guelph
avatar for Helen Salmon

Helen Salmon

Collections Librarian (Humanities), University of Guelph Library
Helen Salmon is a Collections Librarian at the University of Guelph Library, with selection responsibilities for the Humanities and Media Resources. She holds an M.A. and an M.L.S. degree, both from the University of Western Ontario. Helen has worked as an academic librarian for the... Read More →
avatar for Paul St-Pierre

Paul St-Pierre

Collections Librarian (Sciences), University of Guelph
Collections librarian for the sciences (agriculture, veterinary medicine, engineering, life & physical sciences). Pragmatic interests include the use of various metrics in making evidence-based collection decisions, as well as improving effectiveness of the interrelated workflows... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Ashley Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EST

CANCELED Harnessing the Power of AI to Enhance Research at the University Level: Case Studies with Stanford University, University of California Berkeley, and Yewno
Unfortunately, this session has been CANCELED. We apologize for any inconvenience!

The latest AI based tools contribute greatly to the research process, particularly at the stages of resource search, discovery and evaluation. Using computational semantics, machine learning and graph theory facilitates the extraction of entities and concepts to create a detailed semantic profile of any item of content.

PhD candidates, as a part of their initial literature search and periodically throughout the writing process, are required to compare the developing body of data on their dissertation topic with a large body of published research, both to avoid duplication and to retrieve resources pertinent to their topic. Over the course of their investigations, a detailed semantic fingerprint of their research begins to emerge.

This panel presents how AI technology can support the comparison of this semantic fingerprint to the latest research publications, streamline the process, and enhance research outcomes and presents a case study on student use.

Join Mark Kubinec, Director Digital Chemistry Project, UC Berkeley, Philip Schreur, AUL, Stanford University, and Ruth Pickering, Co-Founder, Yewno, to hear about this exciting use of AI to enhance the research process.


Mark Kubinec

Director, Digital Chemistry Project, University of California, Berkeley
avatar for Ruth Pickering

Ruth Pickering

Co-Founder / Chief BD and Strategy Officer, Yewno
Ruth has worked for both blue-chip corporations and startups and has extensive experience across product development, program management and strategy. With experience as a managing director of large organizations, Pickering has managed both strategic planning and execution of multiple... Read More →
avatar for Philip Schreur

Philip Schreur

Associate University Librarian for Technical and Access Services, Stanford University
Currently, I am most interested in the transition of traditional Technical Services workflows from MARC-based to linked data-based counterparts. I feel that we will be living in a hybrid environment (MARC/linked data) for quite some time and that we will need to carefully assess which... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

2:30pm EST

Confronting the Confusion: Streamlining Access to Library e-Resources
Numerous studies show that the 'gateway' role of the library is diminishing, leaving patrons with questions regarding accessing online services: Is the service that I’m trying to use licensed by my library? How do I get access? Do I need a proxy link from the library website? Do I use OpenAthens/Shibboleth/…? A username and password?

Rethinking the role of the library as the starting point for the discovery of scholarly materials and iteratively developing new library solutions can lead to new 'just in time' and 'just in place' services for patrons, offering great help navigating such issues while marketing the library at the same time.

In this presentation, one library IT specialist and one former library program manager will share how flipped thinking and adopting a ‘lean start-up’ innovation methodology led to a new context-bound solution for libraries, based on a browser plugin.

The presentation will detail:

● The shift from IP based authentication to Single Sign-On methods and how this can be managed by the library
● How to guide patrons through various access methods
● How iterating while judiciously listening to end-user feedback can lead to production-ready services that offer big improvements in library services
● The value of testing new ideas from the perspective of the party that has the definite say in whether it is any good: the end user

Along the way, the presenters will share how this process led to a browser plugin that eases off-campus access to library resources considerably, and how it's being adopted by Erasmus University patrons.

Ample time for Q&A with attendees will follow.

avatar for Johan Tilstra

Johan Tilstra

Founder, CEO of Lean Library, Lean Library
avatar for Jos Westerbeke

Jos Westerbeke

Library IT specialist, Erasmus University, Rotterdam, Netherlands
Jos Westerbeke is an expert on authentication, federated Single Sign-On, identity and access management. He has a technical IT background and works as an IT Demand Manager at the Erasmus University Library. He is also involved in Research Data Management projects. Jos has acquired... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Grand Ballroom 1, Gaillard Center

2:30pm EST

Empowering Research and Learning with Primary Sources
Empowering the use of primary source collections in teaching, learning and research is critical to achieving core institutional research goals and education outcomes. Access to original source material facilitates deeper understanding of the holistic scholarly record and encourages original interpretation or reinterpretation of findings through the lens of historical context.

Primary source collections are increasingly incorporated into research, teaching and learning as physical archives are augmented by newly digitized collections online. Digitization of physical collections from across the globe allows scholars and students to discover, search, and explore content previously unknown to them or difficult to access.

In this session, the moderator will facilitate an interactive discussion that explores:
• How primary sources contribute to research and education outcomes
• The long-term value to libraries of investing in primary source collections
• The opportunities/challenges of both physical and digital collections
• Best practices for increasing awareness of and engagement with primary source collections
• Case studies of collaboration between the library, faculty and other campus stakeholders

This session will include a diverse range of perspectives from across the country, including a subject librarian, a special collections librarian, and a curator of rare books and manuscripts. The goal of the discussion will be to foster a deeper understanding of the value of primary source collections, explore the opportunities and challenges related to physical and digital formats, and discover new methods for integrating these collections into everyday learning and research.


Sarah Horowitz

Curator of Rare Books and Manuscripts and Head of Quaker and Special Collections, Haverford College
avatar for Maureen Maryanski

Maureen Maryanski

Education and Outreach Librarian, Indiana University
As the Education and Outreach Librarian at Indiana University's Lilly Library, I coordinate 250-300 classes and tours annually and provide special collections instruction grounded in the history of the book, experiential learning, and primary source literacy. My work as part of a... Read More →

Alain St. Pierre

Librarian for History, History of Science, and African Studies, Princeton University

2:30pm EST

Engaging Alumni: The How and Why of Author Outreach for Dissertation Scanning Projects
In 2008 the University of Florida George A. Smathers Libraries began a project to digitize their collection of over 14,000 print dissertations, ranging from 1934 to 2006, and upload them to the Institutional Repository (IR@UF). At UF, copyright remains with dissertation authors and not the university. Thus, we started an outreach effort to ask authors to opt in to the Retrospective Dissertation Scanning (RDS) project. We worked with the Alumni Association to get contact information for our doctoral graduates, then reached out to them through multiple mediums: email, letter, and postcard.
In 2011 Gail Clement and Melissa Levine published “Copyright and Publication Status of Pre-1978 Dissertations; A Content Analysis Approach.” In light of this, our project transitioned to an opt-out model. In addition to the email, letter, postcard method from the opt-in phase of the project, we added a webpage where authors could opt out of public access for their work. If we did not have contact information for an alumni we performed a ‘reasonable search’ to locate such information.
Outreach to alumni for a project like this has many benefits for academic institutions, including fostering a collaboration between libraries and external organizations—the Alumni Association in our case. It expands access to the scholarship of alumni, which not only showcases the institution but also encourages researchers to continue or respond to existing scholarship. Additionally, authors and next-of-kin can reconnect with the library and university and appreciate having their work shared online.
This presentation will look at the effectiveness of the outreach for the RDS project at UF, future uses for the connections established both on campus and with alumni, and lessons learned. Participants will acquire a tested model for outreach, have the opportunity to share similar projects undertaken at their libraries, and brainstorm ideas for their own outreach projects.

avatar for Christy Shorey

Christy Shorey

Institutional Repository Manager, University of Florida

Thursday November 8, 2018 2:30pm - 3:10pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

2:30pm EST

Getting everyone around the table to build sustainable innovations
Vendor-library relations have become increasingly strained against the backdrop of resource scarcity and a demand for greater vendor transparency. It is in this environment that Digital Science approached over 100 community partners--universities, funders, and businesses--to rethink how vendors can collaborate with the community to innovate. Based on our experiences, we will lay out arguments for why community-driven innovations will win every time.

First, Digital Science will introduce the Dimensions Development Partner Program (DDPP). They will describe the practical effects of the Program upon the creation of the Dimensions platform, an inter-linked research insights system containing over a billion connections between publications, grants, patents, clinical trials and citations. The DDPP’s benefits and limitations will be addressed, and they will propose principles by which others who wish to adopt the DDPP model should operate.

Next, we will hear from two participants in the DDPP. The University of Alabama at Birmingham provides tools to its researchers to track and link their publications and grants but they had a common problem: a lack of staff to complete the work. They joined the DDPP early on with that problem in mind. They will share their experiences dealing with challenges like researcher buy-in, integration with campus profile systems, and use of the Dimensions API.

Northwestern University’s Galter Health Sciences Library & Learning Center joined the DDPP with the intention of using Dimensions to better understand the impact of the Northwestern University Clinical and Translational Sciences Institute. They have provided Dimensions with feedback on their use of the platform’s analytical features, such as heatmaps for active funding areas. They will offer suggestions for ways that vendors could improve similar engagement programs in the future.

We will conclude with a discussion on the ways that vendors can get everyone to the table for a truly participatory product design process.

avatar for Karen Gutzman

Karen Gutzman

Digital Innovations Specialist, Galter Health Sciences Library & Learning Center, Feinberg School of Medicine, Northwestern University
I serve as the Digital Innovations Specialist at Galter Health Sciences Library & Learning Center at Northwestern University where I develop, support, and implement programs that increase awareness about digital scholarship and issues in the digital environment among faculty, researchers... Read More →
avatar for Ralph O'Flinn

Ralph O'Flinn

Enterprise Applications Engineer III, The University of Alabama at Birmingham
Technical Lead for UAB Profiles and Scholars@UABAt UAB since 2014Previously at EBSCO Industries, Inc. for 8 yearsDevelopment Partner with Digital ScienceVolunteer developer for @VIVOcollabAdvocate of linked and open data
avatar for Sara Rouhi

Sara Rouhi

Director of Engagement & Advocacy for Altmetric and Dimensions, Digital Science
Sara Rouhi is Director of Engagement & Advocacy for Dimensions with responsibility for education and outreach in the US and Canada for both Digital Science’s new Dimensions platform and Digital Science’s alternative metrics company, Altmetric. She... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

2:30pm EST

Is the Future of Collection Management More Like a Fire Ant or an Accordion?
The present state of library collection building is deeply engaged with interoperable networks. While we locally explore new data-driven collection building models, the growing strategic reliance on resource sharing programs helps to further reduce budgetary pressures. We also continue to explore new ways of sharing human expertise to flexibly address shifting collection priorities. The Brown Library, for example, explores joint collection development, joint processing, and resource sharing collaborations within the Ivies Plus libraries to allow users expedited accessibility to an ever-changing giant joint collection.

Looking a little further into the future, in a super-consortia ecosystem, strengthening the inter-reliance among communities of trust will become even more essential to further achieve economies of scale and allow balanced risk taking. In order to address future collections and staffing needs, we need to imagine ways by which we can build strong collaborative relations between remote individuals affiliated with giant cluster libraries. It is essential to create an infrastructure which produces network value which surpasses the significant overhead involved in sustaining such efforts.

In this presentation, Boaz Nadav-Manes, AUL for Access Services and Collection Management at Brown University, will describe his vision and the work behind chairing the Ivies Plus Vendor-Neutral Collection Lifecycle Platform Committee. The committee spent more than 2 years on collecting user stories, analyzing a solution, and pursue a future in which a flexible technological infrastructure allows decision makers within and outside the Ivies Plus libraries to collaborate, coordinate, and make better data-informed decisions on the network and the local level. Over time, the system can enable a reliance on befitting machine learning routines to allow community based, predictive approval profiles to also organically emerge. Recently, this initiative focuses on The Research Collections and Preservation Consortium (ReCAP) as it pursues further collaborative collection building directions.

avatar for Boaz Nadav-Manes

Boaz Nadav-Manes

Associate University Librarian for Access Services and Collection Management, Brown University
Boaz Nadav-Manes is the Associate University Librarian for Access Services and Collection Management at Brown University Library. In this role, he oversees the allocation and expenditure of the Libraries' collections budget, and the ongoing management of services and staff that advance... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Grand Ballroom 3, Gaillard Center

2:30pm EST

Open Source Data Visualization for Resource Sharing: An Ivy Plus Libraries Project
In order to better understand scholarly use of a vast collective collection - both within and without our 13-library partnership - Ivy Plus Libraries is leveraging MetriDoc, an open-source framework devised by a library for libraries, to create a generalizable data analysis infrastructure and visualization service. MetriDoc gathers, normalizes, and presents BorrowDirect consortial Resource Sharing data as well as ILLiad (interlibrary loan + document delivery) data from all 13 Ivy Plus Libraries—more than 500,000 transactions, annually. It integrates seamlessly with Tableau or other commodity statistical applications, thus allowing staff in any functional area (Assessment, User Services, Collections, IT, Technical Services, User Experience, Research & Instruction, etc.) to query, download, and interpret resource sharing data to support a variety of one-time or ongoing assessment projects.

In this session we will discuss the Ivy Plus project and goals, the framework’s IMLS-funded history, and basic architecture, myriad use cases, and creative opportunities for future extensibility and connections with third-party systems common to libraries. Come learn how you, too, can analyze the larger-than-you-might-expect Resource Sharing data universe.

avatar for Heidi Nance

Heidi Nance

Director of Resource Sharing Initiatives, Ivy Plus Libraries
Heidi Nance is the Director of Resource Sharing Initiatives for the Ivy Plus Libraries, which include Brown, Columbia, Cornell, Dartmouth, Duke, Harvard, Johns Hopkins, MIT, Princeton, Stanford, University of Chicago, University of Pennsylvania, and Yale libraries. Her portfolio includes... Read More →

Joe Zucca

Associate University Librarian for Library Technology Services & Strategic Initiatives, University of Pennsylvania Libraries

2:30pm EST

Reframing and Representing Library Print Collections on Both Sides of the Atlantic
In this session we seek to highlight how institutions on both sides of the Atlantic are dramatically reframing approaches to a core library resource: our print collections. We can better engage, inform, and inspire the communities we serve by reimagining not only the collection management practices that underlie the content we present, but also the presentation of our print collections in our buildings.

First, we will touch on the shared print collection--one of the elements in the collections spectrum as defined by Lorcan Dempsey--which really has come of age in the past 15 years. Especially in the United States, regional consortia have made impressive progress in sharing the responsibility for the curation, preservation and availability of our legacy print collections. Using both options of a shared storage facility and contractual arrangements, research libraries in the U.S. are optimizing the use of expensive library space without endangering the accessibility of collections in a serious way. As Rick Lugg observed recently: "As a library community, we have made tremendous progress in securing the collective print book collection."

Securing that collective print book collection is not just an American mission. In several European countries the same dual strategy of shared storage facility and contractual arrangements is applied to safeguard nationally the availability of as diverse a print collection as possible and at the same time to share this burden collectively against the lowest possible costs. Much like regional consortia within the United States, different national approaches demonstrate different characteristics and have different strengths and weaknesses. This presentation will map out European peculiarities and similarities as compared with the U.S. approach, and explore how policies on both sides of the Atlantic reinforce each other.

Moving from the network scale to the local context, we will share how two academic libraries are taking advantage of shifting user expectations around library spaces and resources to explore how their collections are positioned as services in spaces and across formats and access models. Although Arizona State University and The Claremont Colleges are two very different environments for research, teaching, and learning, the libraries at both institutions have taken up the challenge of rethinking print collections for our audiences over the past several years, aware of the changing yet still vital role print plays in the academy today. In this presentation, we will examine provocative conversations about the future of print in the digital age, share what we are learning from our local investigations of research behaviors and library collections operations, offer ideas for engaging stakeholders, and consider new approaches to print collections in our respective programs. We will also initiate an open discussion about positioning print collections as services and what other libraries are doing to increase engagement with print.

avatar for Shari Laster

Shari Laster

Head, Open Stack Collections, Arizona State University Library
avatar for Rebecca Lubas

Rebecca Lubas

Associate Dean, Claremont Colleges Library
avatar for Bert Zeeman

Bert Zeeman

Deputy Director, University Library Amsterdam

Thursday November 8, 2018 2:30pm - 3:10pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

2:30pm EST

Straightforward and Secure: Subscription Access Matures – a Milestone Report-Out from RA21
In 2016 RA21, the STM and NISO initiative, announced its intention to streamline the user experience for access to subscribed content outside institutional IP domains. Frequently the user experience with IP access is not seamless due to workflow or location issues. Further, this anonymous form of authentication provides inadequate security, and limits the ability of librarians and publishers to understand patterns of usage and respond with greater customization. These issues not only impact paywalled content, but also delivery of greater customization around open access services.

Two years on, the RA21 team is ready to unveil the results of collaboration with libraries, industry associations, publishers, and standards organizations.

The report out will include updates and developments in four key areas including:
1. Results from the Pilots and What’s Next
2. User Experience (UX) overview
3. Input and feedback from the RA21 Security and Privacy report
4. Future Governance and next phase framework

Following the presentations from a panel of key stakeholders involved in the project, RA21 welcomes questions and input from the library and research communities as part of this session.

avatar for Ann Gabriel

Ann Gabriel

Chair: RA21 Outreach Committee and VP Academic & Research Relations, Elsevier, Elsevier
Talk to me about RA21!
avatar for James King

James King

Branch Chief & Information Architect, NIH
James currently manages the subscription portfolio and assessment efforts for the National Institutes of Health (NIH) Library. He has spent over 25 years in US Federal libraries blending his IT background with librarianship to enhance and optimize library services to ensure value... Read More →
avatar for Tim Lloyd

Tim Lloyd

CEO, LibLynx
I specialize in Identity, Access, and Analytics for online resources. My business, LibLynx, provides cloud-based solutions to publishers, service providers and libraries to help them manage identity and access to online resources, and to better understand usage of those resources... Read More →
avatar for Ralph Youngen

Ralph Youngen

Sr. Director, Technology Strategy & Partnerships, American Chemical Society
Ralph Youngen has more than 30 years of experience with the scientific publishing industry. For the past 20 years he has held numerous positions with the American Chemical Society. In his current role Ralph focuses both on internal technology strategy and external partnerships for... Read More →

Thursday November 8, 2018 2:30pm - 3:10pm EST
Colonial Ballroom, Embassy Suites

2:30pm EST

Taking An OER initiative to the next level: Scaling Good Ideas and Sustaining Partnerships
Open educational resources (OER) are openly licensed teaching and learning resources that allows everyone to retain, reuse, revise, remix, and redistribute these materials to better serve students. Community colleges are leading the way in OER adoptions and creation resulting in massive cost savings for millions of students whom high textbook cost is a major barrier.

This presentation will talk about the experience of Lansing Community College (LCC) and how it has successfully implemented an OER initiative that resulted in almost $2M textbook savings for their students in just three years. We will talk about our plans for scaling OER adoptions across more courses with our partnership with Lumen Learning, a leader in providing OER-enhanced courseware. Attendees will learn effective strategies for starting an OER initiative including practical strategies for scaling and sustainability.

avatar for Regina Gong

Regina Gong

Open Educational Resources (OER) Project Manager & Manager of Technical Services and Systems, Lansing Community College
I'm a librarian and the OER Project Manager at Lansing Community College. I would love to talk to you about your OER projects and how it has impacted student learning and faculty's teaching in your campuses. I'm also one of the Open Education Group Research Fellow for 2017-2018 and... Read More →
avatar for Jamison Miller

Jamison Miller

Director of Teaching and Learning, Lumen Learning
Engaged in development of the theory, policy, and practices of open education.

2:30pm EST

The Charlotte Initiative: a Review
The Charlotte Initiative for permanent acquisition of ebooks by academic libraries, an Andrew W. Mellon funded grant, officially ended at the 2017 Charleston Conference with a 3 hour symposium at the beginning of the conference. Now that the grant has been completed members of the project team would like to share our most important findings, discuss where the academic ebook market currently stands related to the three principles laid out by the project, and present possible next steps in researching the changing landscape.

avatar for Alison Bradley

Alison Bradley

Director, Strategic Initiatives, PALCI

Elizabeth Siler

Collection Development Librarian, UNC Charlotte
I am currently the Collection Development Librarian at UNC Charlotte. I manage the acquisition and decision making process for both our print and electronic materials as well as managing the budget. I am especially interested in textbook affordability and open access publishing as... Read More →

2:30pm EST

Toward Simplified, Digital-first Book Publishing—The Case for Open Source
What can be achieved if a community of platform users collaborated, and contributed their expertise to form a unified field of interoperable open source solutions that are customizable? But wait! Is this what we call (gasp!) ‘open source’?

Open source technology has put on a new hat. The Coko Foundation partners with organizations in scholarly communications to develop sophisticated solutions to common problems. They provide the infrastructure and technological support for groups of organizations to innovate together and create the ideal workflow solutions that they themselves want to work with in their own organizations.

The University of California Press, together with California Digital Library, collaborated with Coko in the development of Editoria - an end to end books production workflow system that does new and exciting things; including rapid ingestion, in-browser collaboration, easily customizable design, and instantaneous digitization into a variety of digital formats. This is Editoria in its current state, and can be adopted as-is. However, the community is asking for further participation from publishers to help develop it further into an Editoria for the future!

In this presentation we will give a view to what can be achieved when on the ground system users from organizations truly collaborate, and the level of advancement in workflow that even small scale publishers and library publishing programs can expect when adopting a system such as Editoria. We will fully and honestly outline the positives and negatives of working in this kind of open source collaboration, and invite discussion around how open source might fit community needs and help smaller publishers compete.

avatar for Catherine Mitchell

Catherine Mitchell

Director, Publishing, Archives, and Digitization, California Digital Library, University of California
avatar for Erich van Rijn

Erich van Rijn

Director of Journals & Open Access, University of California Press

2:30pm EST

Turn the Page: The New Data Realities for Libraries
Big data has emerged as a significant area of study for researchers, and as data and technology evolve, the needs of researchers are changing rapidly. How can libraries prepare now in ways that will sustain the future of this type of research? Moderated by Karen Phillips, Senior vice President of Global Learning Resources at SAGE, panelists Jill Parchuck, Associate University Librarian for Science, Social Science, and Medicine at Yale University, and Darby Orcutt, Assistant Head of Collections and Research Strategy at North Carolina State University, will discuss the implications for collections development, research support, and infrastructure needed to create a sustainable strategy to support big data research now and in the future.

With useful information for libraries at any stage of familiarity with big data research, the panel will discuss how libraries are assessing the needs of their users in this space, considerations for licensing to allow publisher content to be used in text-mining and other data analysis, and the needs around data hosting infrastructure and data repository services. Findings from SAGE Publishing’s whitepaper on the challenges facing researchers seeking to engage with big data research and the opportunity to engage learners and successfully teach data science skills online will also be shared.

avatar for Darby Orcutt

Darby Orcutt

Assistant Head, Collections & Research Strategy, NC State University Libraries
I am a librarian, teacher, researcher, and leader deeply interested and involved in interdisciplinary and computational research, the future of higher ed, and cultural aspects of digital transformation.Assistant Head, Collections & Research Strategy, NC State University LibrariesFaculty... Read More →
avatar for Jill Parchuck

Jill Parchuck

Associate University Librarian for Science, Social Science and Medicine, Yale University Library
Research data management planningScience library servicesSocial science library servicesLibrary management
avatar for Karen Phillips

Karen Phillips

SVP, Global Learning Resources and UK Editorial, SAGE Publishing
Karen joined SAGE Publishing in 1984 and has held several roles in marketing and editorial in over 30 years. Karen became Editorial Director in 2010, leading SAGE’s UK books, journals and online product teams. Karen became Senior Vice President of Global Learning Resources in June... Read More →

2:30pm EST

Understanding and Measuring eBook Packages: Purchasing Patterns, Usage, and an Analysis Framework
Many academic libraries have been transitioning from print to electronic books by purchasing large ebook front file and back file collections. Through two case studies, attendees will learn about the management and assessment of large ebook packages.

In 2016 the University of Toronto Libraries purchased a large collection of backlist titles from Taylor & Francis, with a commitment to purchase frontlist titles in the coming years. Subsequently, subject selectors had the option and responsibility to decide whether to continue purchase print copies. Having the ability to buy both formats gave the library the opportunity to make a more gradual transition and to gather evidence about how the library community chose when both print and electronic books are on offer. In this presentation we will share the data of the year after the big ebook collection purchase. Which print books did the library continue to purchase? Which books where used in which format? Did the presence of the electronic collection drive the use of the print? Attendees will learn how users behave when confronted with a choice of formats, and how this behavior differs across subject areas. For libraries that lack the resources to maintain multiple formats, the data may prove a useful tool in managing their own print-to-digital transitions.

The NCSU Libraries will demonstrate a method to measure the performance of ebook packages over time; determining the performance of frontlist and backlist purchases to inform future decisions to update the collection. With publishers having dozens of collections, projects must be able to scale up to effectively analyze performance and value. This presentation will demonstrate a scalable analysis framework that can be implemented using Python or R. This session will be unique in that we will step through the code and visualizations using Jupyter Notebooks to apply the analysis to several years of Elsevier eBook packages. All code from the framework is made available on GitHub and can be modified and reused to suit a library’s particular analysis needs.

avatar for Eva Jurczyk

Eva Jurczyk

Electronic Resources Librarian, University of Toronto
avatar for John Vickery

John Vickery

Analytics Coordinator and Collections & Research Librarian for Social Sciences, NCSU Libraries
I'm interested in applying analytical methods to library data for better organization in matters such as collections and service optimization. I like to program in Python, SAS and R.

Weijing Yuan

Head, Licensing and e-Resource Acquisitions, University of Toronto Libraries

Thursday November 8, 2018 2:30pm - 3:10pm EST
Grand Ballroom 2, Gaillard Center

2:30pm EST

Who's Counting? Measuring usage of untraditional databases subscriptions
Business, social sciences, and other disciplines use databases that are not article-based. These databases provide numeric data, maps, other visualizations, or perhaps lists of companies. Counter standards do not accurately measure usage of these resources. In fact, there aren’t even standard usage definitions. This makes it difficult to compare the value of diverse databases for library budgeting purposes. Vendors of such products can also struggle to prove value to library customers. This panel includes both librarians and database vendors to explore these issues. Our friendly discourse will cover:

· What do we mean by usage, data points, or the number of times a database is accessed?

· Why Counter Standards don't work. Are there other methods to value or measure the impact of a database?

· Can we agree on mutually acceptable definitions and statistics?

avatar for Steve Cramer

Steve Cramer

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

Cynthia Cronin-Kardon

Business Reference & Resource Development Librarian, Lippincott Library at the Wharton School, University of Pennsylviania
I love this conference and have been coming for years. Being a Librarian allows me to learn new things everyday and help researchers in discovering the data resources they require.I love bike riding, my family (which now includes two little grandsons), my cat and GARDENING!!!!
avatar for Dan Gingert

Dan Gingert

Head, Academic Clients Group, PrivCo
I work with exclusively with academic libraries and business programs to utilize the PrivCo Private Company Financial Database to assist with their coursework and research. I have been with PrivCo for 7 years, and am available to discuss PrivCo access and private company research... Read More →

Richard Landry

Director, Data Innovation, Online Library and Reference Publishing SAGE Publications Inc
avatar for John Quealy

John Quealy

Director, Reference Research Solutions, S&P Global
Business database solutions for faculty and classroom applications.

Thursday November 8, 2018 2:30pm - 3:10pm EST
Gold Ballroom, Francis Marion Hotel

3:40pm EST

(Un)Structuring for the Next Generation: New Possibilities for Library Data with NoSQL
For many years, libraries have relied upon relational databases (RDBMS) to store, manipulate, and query various types of data, and this database model works extremely well when data are highly structured. As the data become more complex, however, the relational database model strains under the burden of maintaining complex joins, which can decrease a database's performance and limit its functionality. Furthermore, data are not always best represented in the RDBMS's flat, tabular format. Library data often require flexibility and extensibility to accommodate the increasing volume and variety of library resources and metadata. To address these issues, transforming the underlying structure of data will be as important as transforming the data itself.

This presentation will explore alternative database models to highlight their inherent advantages and disadvantages compared to relational databases, particularly in the context of library data and the changes occurring within that landscape. Attendees should gain a clearer understanding of the complexities and issues surrounding library data, as well as the ways in which database structure and the organization of data affect each other. Examples using a NoSQL, multi-model database will also illustrate concepts related to this mutual dependency. Though technical in nature, this presentation is intended for anyone interested in, curious about, or frustrated by the structure of library data.

avatar for Dennis Christman

Dennis Christman

Metadata Transformation Librarian, Duke University

Matthew Harrington

IT Analyst, Duke University

3:40pm EST

A Case Study of the Estate of Maurice Sendak and The Rosenbach Museum and Library of Philadelphia
Just as the loss of a major collection of important artists or authors can be difficult for a library, the acquisition of a collection can be fraught with legal issues and even litigation. This case study broadly explores how institutions, such as libraries, archives and museums, might anticipate and deal with some of the problems that arise during the acquisition and/or loss of collections of a prominent artist or author after death. The focus of the discussion is the circumstances leading up to the litigation of the will of Maurice Sendak, the beloved children’s author of works such as Where the Wild Things Are, and the recently discovered Presto & Zesto in Limboland. Subsequent to Sendak’s death, The Rosenbach Museum and Library of Philadelphia filed a partially successful lawsuit to determine the distribution of his collection of rare books, which it claimed the executors of the will had failed to perform as the will required. At this point, the Probate Court which considered this issue has not revealed the reasoning behind its decision. However, it is possible to identify some of the factors that may have led up to this litigation and subsequent decision and consider ways that an understanding of them can be used by libraries and museums facing similar circumstances. This discussion explores what some of these factors might be in order to begin to provide practical guidance to archives, libraries, and museums.


Patrick Roughen

Assistant Professor, North Carolina Central University

3:40pm EST

A Dream of Spring: Academic Libraries' Services to Graduate Students
Although many universities have prioritized increasing graduate student recruitment and improving their retention, research indicates graduate students’ needs are under-served in academic libraries. Most major academic library initiatives of the last quarter-century either target undergraduate students (information commons) or faculty (institutional repositories). This is understandable; universities’ undergraduate enrollment typically outnumbers graduate students’ by several thousand, and undergraduate student retention is often seen as more precarious. Faculty, on the other hand, are usually vocal about their library-related needs and more empowered to ensure they are met.
Graduate students and their needs are diverse, presenting further complication. Universities are typically home to multiple graduate programs, structured differently in terms of the type and/or focus of degree, the geographic location(s) of the students in the program, and the times, days, and terms during which instruction is held. Graduate students vary dramatically by age, life, educational, and employment experience, and may have significant life commitments outside graduate study. Graduate students enter programs with different goals, and may be completing a professional credential, embarking on the first step in extensive study, or on course to become faculty members themselves. This variation can make their needs more difficult to pin down.
There is a growing body of research regarding graduate students’ need for support from academic libraries and librarians, but less awareness of academic libraries’ current support for graduate students. This presentation will share findings from a census of Association of Research Libraries (ARL) members’ services, resources, and support for graduate students, as presented on their websites. The researchers analyzed a sample of ARL Libraries’ websites along a number of different dimensions to determine the extent and visibility of their offerings. In addition to sharing findings from the study, the presenters will discuss existing models of service to graduate students and identify characteristics of best practice.

avatar for Rachel Fleming-May

Rachel Fleming-May

Associate Professor, University of Tennessee School of Information Sciences

Jordan Kaufman

Research Associate, University of Tennessee, Center for Information and Communication Studies

Thursday November 8, 2018 3:40pm - 4:20pm EST
Colonial Ballroom, Embassy Suites

3:40pm EST

Bringing the Workplace into Collection Development: Analyzing Advertising Position Descriptions to Inform Database Collections
Two popular approaches for assessing collections in libraries are user-centered and collection-centered methods. However, these methods only analyze resources available and used in the academic setting, missing important resources used in students’ future workplaces. In this presentation, the authors will argue the benefits of analyzing workplace resources as an additional method to assessing library collections. The authors will explain the methodology and findings behind a recent research project they performed; using content analysis software Atlas.ti to analyze early-career job descriptions in advertising agencies in order to find the resources employees are expected to use. The authors then compared these resources to databases offered in 158 university libraries that support advertising programs. They found that out of the 186 advertising resources seen in the job descriptions, only 11 were subscribed by libraries. The authors will discuss the implications that these findings have for libraries in ensuring that students have access to resources that will help them in their future careers. Barriers to university libraries subscribing to corporate resources will also be discussed.
This presentation will be useful to all librarians who support the teaching and managing of collections for professional degree programs and are interested in new ideas for assessing collections. The session will engage the audience by verbally presenting information and using slides with images, diagrams, and bullet points to engage different learning styles. The speakers will conclude their presentation by asking attendees to think of a specific industry’s workplace and brainstorm which resources in their library are used in the workplace and where their library might have gaps. The presenters will also engage the audience by leaving time for a question and answer session.


Stacy Gilbert

Media, Communication and Information Librarian, University of Colorado Boulder
avatar for Alyson Vaaler

Alyson Vaaler

Business Librarian / Assistant Professor, Texas A&M University

Thursday November 8, 2018 3:40pm - 4:20pm EST
Laurens Room, Francis Marion Hotel 387 King St, Charleston, SC 29403, USA

3:40pm EST

Buy, Subscribe, or Borrow? Consumers’ Use Preferences for Information Products
The information industry has been exploring business models for digital information products, but it was not until the recent years that the new access model, especially subscription-based services, became popular. Thanks to the advancement of streaming technology, online advertisement, and DRM technology, information providers were able to design various pricing schemes and provide various services for users with different needs. Consumers seem to favor these services increasingly, but some questions remain: Is there a significant shift in users’ general preferences for all media content? Do they prefer any particular models under specific circumstances? What factors are related to users’ preferences? This presentation will report the results of two studies on consumers’ preferences for eBook, digital music, and digital movies. One study focused on general users, using a sample of 304 participants aged between 22 and 75, and the other focused on the “generation Z”, using a sample of 323 college students aged between 18 and 21. The two studies investigated consumers’ notion of ownership, the perceived importance of owning information products, their preferences for obtaining different types of media content, their subscription and cancellation behaviors, and the perceived importance of a range of different features of information products and subscription services.
Attendees of the session can expect to learn about a range of user-related issues. For example, how are users’ preferences for obtaining media content differ by age, gender, and education level? Do users still borrow from libraries? What features or rights do users consider important or not important? These issues are interesting to multiple audiences: academic and public librarians can understand their users better and learn new ways of serving users and promoting their e-resources; and publishers and vendors can gain a better knowledge of their end users, which may help them design, develop, and produce information products.


Moonhee Cho

Assistant Professor of Public Relations, University of Tennessee
avatar for Xiaohua Zhu

Xiaohua Zhu

Assistant Professor, University of Tennessee, Knoxville
Dr. Xiaohua (Awa) Zhu is an assistant professor at the School of Information Sciences at the University of Tennessee. Dr. Zhu's research focuses on e-resources licensing and management, access rights, digital copyright, open government, and academic libraries.

Thursday November 8, 2018 3:40pm - 4:20pm EST
Gold Ballroom, Francis Marion Hotel

3:40pm EST

Charleston Briefings, Charleston Voices, Conference Proceedings, and Against The Grain Discussion
Publishing Opportunities With ATG Media and The Charleston Conference

Are you interested in publishing your ideas?  If so, consider one of the many possibilities offered by Charleston Conference and ATG Media. The Charleston Briefings: Trending Topics for Information Professionals, are brief books on topics of interest to librarians, publishers and vendors in the information sector. Charleston Voices publishes highlights from the annual conference.  The Conference Proceedings include transcripts of presentations and author submissions from the annual conference. Against the Grain, the flagship publication of ATG Media, publishes articles on a variety of topics related to libraries and publishing. If you’re more inclined to speak about a topic, the Against the Grain team also produces YouTube videos and podcasts. Editors will share the proposal, submission, and publishing processes with potential authors and answer questions about the publications.


Matthew Ismail

Director of Collection Development, Central Michigan University Library

Lars Meyer

Director, Access & Resource Services, Emory University

3:40pm EST

Combine & Conquer: Assessing the Components of a Comprehensive Book Acquisition Strategy
Slides available in Scholarship@Claremont - https://scholarship.claremont.edu/library_staff/64/
With the advent of e-journals and other electronic content, the centrality of print books within library collections was challenged. At the same time, internet-based technologies made it easier and faster to discover and acquire both print and e-books. Today there is a much wider variety of book acquisition modes than ever before and they differ significantly in number of accessible titles per acquisition dollar. However, flat or declining library budgets, along with increases in electronic journal subscription rates, put downward pressure on monograph funding. As a response to shrinking funding and increasing researcher expectations of immediate access to a greater wealth of information, many academic libraries are changing the way they think about collections. The emphasis is now moving towards access over ownership, as well as towards data-driven approaches to selection and acquisition of the most relevant books in print and electronic formats.
Given this landscape, it is crucial for libraries to define a well-reasoned, comprehensive strategy that represents an optimal mix of all available acquisition modes. Each library’s strategy should reflect its institutional priorities relative to content quality and availability, usability, permanence, as well as cost-related factors such as individual purchase price, overall affordability, and predictability.
Attendees will explore a comprehensive book acquisition strategy that employs multiple approaches to maximizing access within a sustainable financial model. The relative advantages and trade-offs associated with each component of the strategy will be discussed based on their value to The Claremont Colleges Library and its users. Each attendee will gain valuable takeaways that will provide them with the tools to customize the strategy to their library’s priorities.

avatar for Maria Savova

Maria Savova

NA, The Claremont Colleges Library

Thursday November 8, 2018 3:40pm - 4:20pm EST
Colonial Ballroom, Francis Marion Hotel

3:40pm EST

Data is approaching: The changing culture of data citation, elaboration, and transparency lies ahead
As recognition of the value of open science increases, data sharing, reproducibility, and preservation have become critical to the research process. As a result, scientific communities have developed data repositories, funding agency have introduced mandates and best practices that require the creation of data management plans, and journal publishers have implemented data sharing policies. Such initiatives play a pivotal role in the open data movement. There is also an increasing awareness among all stakeholders that data should be FAIR (findable, accessible, interoperable, and reusable). Yet, despite researchers’ increased awareness for the need for more efficient data access and sharing, the transition into a common research practice is still slow.
This presentation describes open-source (technological) approaches that facilitate data sharing, preservation, and best practices. However, continuing challenges remain in improving researcher data management practices, such as accurate metadata and data citations. For qualitative data, there are further unique challenges around data privacy, context, and access. Most data are often stored haphazardly, outside the bounds of good digital preservation practices, leading to broken links and lost data.
This session is designed to raise awareness about these important issues surrounding data and will include a guided interactive discussion with the audience focusing on the continuing challenges and potential solutions to making data useful, accessible, and persistent.

avatar for Amy Forrester

Amy Forrester

Research Coordinator, University of Tennessee, Knoxville
Amy Forrester is a research associate in the Center for Information and Communication Studies at the University of Tennessee, Knoxville. She currently leads relationship management for DataONE, a federated data network of environmental, ecological, and Earth observational data repositories... Read More →
avatar for Robert Sandusky

Robert Sandusky

Associate University Librarian for Information Technology, University of Illinois at Chicago University Library
Research data management, digital preservation

Amy Schuler

Director, Library & Information Services, Cary Institute for Ecosystem Studies
At the Cary Institute, I enjoy a wide range of responsibilities. Rapidly evolving expectations for federally funded research have made research data management services and scholarly communication efforts my top priorities.
avatar for Heather Staines

Heather Staines

Independent Consultant, Independent

3:40pm EST

Marketing is not a four letter word. How vendors can help you increase your impact
Join Bates College, Cambridge University Press, and Springer Nature for a panel discussing post-purchase support and the promotional activities that are available to clients. We will survey some of the engagement techniques and invite dialogue on ways we might improve. Examples of cooperative marketing include vendor days, topical summits, usage driver campaigns, sponsored library research, author events, conference co-presentation, and hosted thought leadership events. Come join us to review what we have done together and what we still have to do together in the world of cooperative marketing. 

avatar for Robert Wainwright Boissy

Robert Wainwright Boissy

Account Development Director, Springer Nature
I have had various roles in scholarly publishing since 2003, and fifteen years as a subscription agent before that. I have library degrees from the University at Albany and Syracuse University. I like to talk about cooperative marketing projects between libraries and publishers... Read More →

Larry Grodsky

Associate Marketing Director, Cambridge University Press
avatar for Melanie Masserant

Melanie Masserant

Account Development Specialist, Springer Nature
avatar for Krystie Wilfong

Krystie Wilfong

Associate College Librarian for Collection Management and Scholarly Communications, Bates College

Thursday November 8, 2018 3:40pm - 4:20pm EST
Grand Ballroom 2, Gaillard Center

3:40pm EST

Navigating Scholarship Discovery, Research Impact, and Open Access
The leadership teams of bepress and SSRN will present the findings of an integration pilot conducted in partnership with Columbia Law School’s Arthur W. Diamond Law Library, the University of Georgia School of Law’s Alexander Campbell King Law Library, and Southern Methodist University’s Cox School of Business. Expanding the reach of open access scholarship is central to the mission of both bepress and SSRN. However for many institutions, the separation of the two platforms had created barriers to faculty engagement and the building of successful open access initiatives. With both companies now part of the Elsevier portfolio, it seemed the right time to launch an integration pilot that could demonstrate the increased reach of scholarship when available through an open access repository as well as a specialized network of peers. This spring, SSRN and bepress product teams worked with library staff to obtain faculty permission and experiment with various integration models, including simplified workflows for library staff, repository population, and the aggregation of research impact on both platforms. During this presentation, Jean-Gabriel Bankier and Gregg Gordon will present the findings of the pilot.
What are the data and learnings from integration of research impact between platforms?
What kinds of workflows function best for administrators at institutions leveraging both Digital Commons and SSRN?
How to foster author trust and enthusiasm for placing content on both platforms?

avatar for Jean-Gabriel Bankier

Jean-Gabriel Bankier

Managing Director, Digital Commons, bepress | Elsevier
IR success metrics and bench marking Faculty profiles Author readership dashboards
avatar for Gregg Gordon

Gregg Gordon

Managing Director, SSRN
avatar for Carol Watson

Carol Watson

Law Librarian, University of Georgia
Carol A. Watson has served as director of the UGA Law Library since 2010. She is responsible for the vision, leadership and management of all aspects of the law library including strategic planning, budgeting, collection development, technology and personnel. She has written extensively... Read More →

Thursday November 8, 2018 3:40pm - 4:20pm EST
Calhoun Room, Francis Marion Hotel

3:40pm EST

Navigating the Prevailing Winds of University Press Collection Management
Libraries face many challenges when acquiring university press ebooks. The availability of frontlist ebook titles with multi-user rights is inconsistent and decreasing year to year on most ebook platforms, largely because the presses cannot always be certain which titles will become a course adopted title. Therefore, university presses make decisions on DRM on a title by title basis. In the end, academic libraries are forced to acquire each university press’ ebook titles on multiple platforms, with varying usage rights, in multiple formats, on a title by title basis. When presses suppress these titles from DRM-free collections, they deny access to the titles to all institutions, not just those that adopt them for course use. Similarly, when they put a multiplied price for unlimited access on these titles, institutions that do not adopt them for course use are required to pay the same amount for unlimited access rights as those institutions that do adopt them. How can libraries and university presses together address this issue in a way that is fair and mutually agreeable to both presses and libraries? A pilot project lead by De Gruyter was launched in 2015 in order to answer this very question by testing an alternative model for acquisition of university press content to reduce risk for the university presses as well as the libraries.

Those who attend this session will:

• Learn about the alternative model that set the foundation for this pilot
• See three years of usage data collected in this pilot
• Have the opportunity to engage with and provide feedback to representatives of the participating libraries and university presses

avatar for Steve Fallon

Steve Fallon

Vice President of Americas and Strategic Partnerships, De Gruyter
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Sharla Lair

Strategist, Content & Scholarly Communication Initiatives, LYRASIS
Sharla Lair serves as a strategist for the Content & Scholarly Communication Initiatives team at LYRASIS, a non-profit, membership organization whose mission is to support enduring access to the world’s shared academic, scientific and cultural heritage through leadership in open... Read More →

Bryan Skib

Associate University Librarian for Collections, University of Michigan

Dean Smith

Director, Cornell University Press

3:40pm EST

Peer Review: Increasing Transparency in Standards and Practices
This session will feature a panel of scholarly publishers and research librarians reporting on recent efforts to increase the degree of transparency in the standards and practices of peer review used by scholarly publishers—and the communication of these practices to readers through the use of effective signaling systems (patterned on Creative Commons) and the development of metadata standards. Inspired by the assertion of the “Principles of Emerging Systems of Scholarly Publishing”—also known as the “Tempe Principles”— that “the system of scholarly publication must continue to include processes for evaluating the quality of scholarly work[,] and every publication should provide the reader with information about the evaluation the work has undergone,” participants in this panel have taken part in an ongoing project, funded by the Open Societies Foundation and supported by the American Academy of Arts and Sciences, to propose standard definitions of various kinds of peer review and a system of signaling to readers and cataloguers just how a given work has been reviewed. At present, many cataloguing systems offer patrons a peer review "filter," which often yields misleading results -- being typically based on journal titles. In a moment when scholarly authority is being challenged, making clear the warrants for the claim scholarly publishers make for the quality of what they publish is in the interests of all stakeholders in the scholarly communication ecosystem.


Mark Edington

Director, Amherst College Press, Amherst College
The Amherst College Press is an open access, digital first scholarly press focused on providing excellent and accessible scholarship in the humanities and the arts. We're focused on offering a constructive, high-impact, rigorous alternative for authors that is sympathetic to digitally... Read More →

Angela Gibson

Director of Scholarly Communication, Modern Language Association
avatar for Charles Thomas Watkinson

Charles Thomas Watkinson

AUL, Publishing, University of Michigan Library
I'm AUL for Publishing at University of Michigan Library and Director of University of Michigan Press. I'm particularly interested in next-gen institutional repositories, the future of ebook collections and acquisitions, and how books can also get to participate in the networked digital... Read More →

Thursday November 8, 2018 3:40pm - 4:20pm EST
Salon I, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

3:40pm EST

Shared Print, Shared Collections: Implications for Collection Development, Preservation, and Access
Libraries have long participated in programs to collect and share resources in mutually beneficial ways. The combination of local, cooperative, and collaborative collection development policies, combined with a well-established Inter Library Loan network, provides users access to widely held and scarcely held materials alike. As libraries increasingly participate in formal shared print programs, questions about collection development, resource sharing, metadata, discovery, preservation, national and local management and coordination, and vendor services are presenting new challenges and opportunities. We will discuss the impact that programs, such as the HathiTrust monograph shared print program and the Rosemont Shared Print Alliance, have on purchasing, licensing, and withdrawal decisions; effect on ILL (many shared programs require priority lending); metadata requirements for signaling participation in a program and metadata expectations for bibliographic description and holdings; the role of offsite storage; regional or national access implications of distributing holdings geographically; the emerging idea of “last copy” agreements for a particular title; and the role of vendors who are developing decision support tools to enable some of the aforementioned work. We will draw on Emory Libraries’ experience with shared print programs and how we have approached the challenges in the changing preservation and resource sharing environment. In particular, we will highlight implications for our collection development and tech services operations, as well as on the development of a shared local collection with Georgia Tech. Emory’s need to take into account shared print programs is not unique and we will encourage audience members to share their experiences.


Lars Meyer

Director, Access & Resource Services, Emory University

Christopher Palazzolo

Head of Collections, Emory University

3:40pm EST

Successful Space Management Projects: The R. M. Cooper Library Adobe Digital Studio Experience
R. M. Cooper Library at Clemson University transformed a large portion of its 5th floor collection to the Adobe Digital Studio, a multimedia studio, that students and faculty use for creative media and visual projects. To prepare the space, an aggressive timeline was established by the Collection Management Team to remove approximately 45,150 monographs and serials from the shelves within 14-weeks. The accuracy and speed in completing this project, initiated the adoption of new standards for future deselection and relocation projects. The Adobe Digital Studio is a popular multimedia studio that offers robust audio/video technologies to create innovative projects for students and faculty. This presentation is in three parts: 1) A hearty review of the discard and relocation project; 2) the launch and current use of the Adobe Digital Studio; 3) and the lessons learned and how it shaped current and future projects.


Robert Hollandsworth

Economics, Finance & PRTM Librarian, Learning Commons Coordinator, Clemson University
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Melissa Poole

Collections Support Specialist, Clemson University
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Derek Wilmott

Acquisitions & Collection Management Librarian, Clemson University
Derek Wilmott is the Acquisitions & Collection Management Librarian for Clemson University Libraries. His three-member team is responsible for acquisitions, cataloging, bindery operations, processing gift materials, large-scale relocation and discard projects for the University Libraries... Read More →

Thursday November 8, 2018 3:40pm - 4:20pm EST
Salon II, Gaillard Center 95 Calhoun Street, Charleston, SC 29401, USA

3:40pm EST

Textbooks are expensive but adopting OER can be challenging: two models for libraries to provide e-textbook access
Students and colleges continue to struggle with rising textbook costs. Open Educational Resource Textbooks (OER), though increasing in popularity, can be time consuming to adopt particularly with a growing and often transient adjunct instructor population. Interested in finding alternatives to the current model of students independently purchasing (or not purchasing at all) expensive textbooks, librarians at our two institutions have begun looking for ways to facilitate access to course materials through the library.

The first presentation will share Temple University’s process for identifying and selecting course materials to purchase and our strategy for making these discoverable for users. After obtaining a list of assigned materials from the campus bookstore, we used several technologies to gather information to assist in selection. We will describe in non-technical jargon some of the tools we used to uncover current holdings and identify potential titles to target, such as API queries, our local ILS, and Excel. We will also share how we created a dynamic webpage, using MySQL and php, to promote electronic course materials to patrons.

The second presentation will describe how the directors of the Library and Learning Center (LLC) and the office of Institutional Research & Training (OIRT) at Goldey-Beacom College decided to partner with Chegg, a popular Textbook / eTextbook rental company to co-manage a Spring 2018 eTextbook pilot program.


Brian Boling

Media Services Librarian, Temple University
avatar for Karen Kohn

Karen Kohn

Collections Analysis Librarian, Temple University
avatar for Russell Michalak

Russell Michalak

Director (Library, Archives, & Learning Center), Goldey-Beacom College
Russell Michalak, MLIS, joined Goldey-Beacom College (GBC) in 2010. As Director of Library & Learning Center/Assistant Professor, he oversees all operations of the library including the annual budget. In addition, he supervises and hires librarians, tutors, paraprofessionals, as well... Read More →
avatar for Monica Rysavy

Monica Rysavy

Director & Assistant Professor, Office of Institutional Research & Training, Goldey-Beacom College
Monica D.T. Rysavy, Ph.D. is the Director of Institutional Research and Training for Goldey-Beacom College in Wilmington, Delaware. In this role she leads all institutional research and data analysis projects for the College. Her office provides faculty and staff training support... Read More →

Thursday November 8, 2018 3:40pm - 4:20pm EST
Grand Ballroom 1, Gaillard Center

3:40pm EST

TRLN/OUP E-Book/Shared Print Program at the 5 Year Mark: Lessons Learned
Triangle Research Libraries and Oxford University Press program-tested whether it would be possible to create a financially sustainable model for the consortial acquisition of e-books coupled with a shared print copy (housed in a remote storage facility) for core monographs needed to support instruction and research across the disciplinary spectrum--including the humanities. After a half-decade they learned how to make such an overall transition from print to an overwhelming e-book environment work financially for both university presses and research libraries within a transitional framework that is acceptable to users while moving both libraries and publishers to a decidedly electronic environment for monographs, when appropriate (and access to print, where needed!).

avatar for Lisa Croucher

Lisa Croucher

Executive Director, Triangle Research Libraries Network (TRLN)
avatar for Rebecca Seger

Rebecca Seger

Vice President, Institutional Participation and Strategic Partnerships, ITHAKA

Luke Swindler

Collections Management Officer, University of North Carolina at Chapel Hill

Thursday November 8, 2018 3:40pm - 4:20pm EST
Pinckney Room, Francis Marion Hotel 387 King Street, Charleston, SC 29403

3:40pm EST

Walking the Critical Line between User Privacy and Leveraging Knowledge for Greater Library Impact: A Panel Discussion
In the age of evidence-based decision-making, smart user experiences and a growing desire to showcase library impact on student outcomes, we simultaneously need to ensure that the broad aspects of security and the intricacies associated with privacy are upheld. These ideas are not necessarily working in opposition.This conversation will bring together a panel of community members across resource providers, aggregators and libraries to discuss the impact of GDPR and navigating a more complex landscape where all of these factors converge. In the end, the goal is to ensue secure systems and data, protect privacy of individuals, while understanding personas and aggregated groupings to maximize library value for all constituents. As we race toward goals around improving student outcomes and enhancing library impact across the academy, specific analytics and approaches will be brought to light.

avatar for Michael Levine-Clark

Michael Levine-Clark

Dean, University of Denver
avatar for Scott MacDonald

Scott MacDonald

Vice President of Platform Security and Privacy, EBSCO Information Services
avatar for John McDonald

John McDonald

Product Manager, Analytics, EBSCO Information Services

Thursday November 8, 2018 3:40pm - 4:20pm EST
Cooper Room, Courtyard Marriott 125 Calhoun Street, Charleston, SC 29401

3:40pm EST

Why should we care about metrics for OA books?
How, and why, are researchers engaging with the reach and impact of their OA books? In this panel discussion we will reflect on the findings from a roundtable discussion we held with researchers, librarians, and the publishing/scholarly communications community. We will explore how researchers engage with metrics: where they access them, and what counts in their view as an important measure (quantitative and qualitative). What do they do with this evaluation, and how does it benefit them in their work and career? We will also explore the challenges in providing robust metrics from both a publisher and scholarly communications service perspective, opening up a dialogue on responsible metrics, and the collaboration opportunities for our industry to improve the availability of impact measurement for OA book authors.

avatar for John Blosser

John Blosser

Head, Acquisitions, Northwestern University
avatar for Ros Pyne

Ros Pyne

Head of Policy & Development, Open Research, Springer Nature
avatar for Erich van Rijn

Erich van Rijn

Director of Journals & Open Access, University of California Press
avatar for Sara Rouhi

Sara Rouhi

Director of Engagement & Advocacy for Altmetric and Dimensions, Digital Science
Sara Rouhi is Director of Engagement & Advocacy for Dimensions with responsibility for education and outreach in the US and Canada for both Digital Science’s new Dimensions platform and Digital Science’s alternative metrics company, Altmetric. She... Read More →

Thursday November 8, 2018 3:40pm - 4:20pm EST
Grand Ballroom 3, Gaillard Center

3:40pm EST

Winter is Coming: Preparing for Administrative Upheaval and Navigating through Leadership Changes
This session will discuss the preparation needed for changes to library administration on both an interim and permanent basis, and will provide attendees with a road map for navigating new leadership in their libraries. The presentation will involve real world examples of administrative change being thrust upon libraries, and provide examples and ideas for how to deal with those changes from those who have been there.

avatar for Ashley Chase

Ashley Chase

Associate Director, Stetson University College of Law