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Wednesday, November 7

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 As a result, many liaisons continue making selection decisions about e-books based on outdated or incomplete information, or in some cases become overwhelmed and omit e-books from their decision-making process altogether.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

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

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

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

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

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

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

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

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

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

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

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

Thursday, November 8

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

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

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

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

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

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

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

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

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

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

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

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

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
avatar for Sharla Lair

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

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
avatar for Melissa Poole

Melissa Poole

Collections Support Specialist, Clemson University
avatar for Derek Wilmott

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
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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)
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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