NASIG 2016 has ended
NASIG 2016
Embracing New Horizons
Albuquerque, NM, June 9 to 12

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Concurrent Session [clear filter]
Friday, June 10

10:30am PDT

Concurrent Session A1 -- Embracing the zines: zine acquisitions and cataloging at the Vassar College Library
In the opinion of this librarian, there are many reasons to embrace the zines. Zines are DIY, self-published materials that are a vibrant and creative way to represent diverse points of view in your collection. But embracing the zines also means embracing new procedures and local policies, so you'll need to have a plan before you can get too cozy.

This session will discuss Vassar's reliance on social media in zine collection development and acquisitions. With DIY publications come a host of acquisition hurdles to consider. Since zines are produced outside of the purview of for-profit publishers, librarians cannot rely on our comfortable and well-established mechanisms to explore and acquire these materials. Participants will learn about the different ways we use social media (particularly Tumblr and Twitter) to find our zine resources. Online zine distributors (or distros) will also be discussed, as well as the wealth of materials to be found from individual zinesters via avenues typically not utilized by libraries, such as Etsy. The topic of ethical zine acquisitions will also be explored. 

It is fact that if you choose to collect zines at your library, you (and your cataloging staff) will need to be comfortable describing resources that aren't created with things like "sources of information" or "controlled vocabularies" in mind. Therefore, this session will also provide an introduction to xZINECOREx, the metadata standard developed by zine librarians to describe zines. Zine librarians are also actively working to create a Zine Union Catalog that would exist separate from WorldCat, but this project is still in its early stages. Participants will learn about Vassar's local zine cataloging practices (including our local genre headings, subject headings, and call number system), and how our intrepid student intern (or "zintern") helps us provide descriptions for each and every zine in our collection.


avatar for Heidy Berthoud

Heidy Berthoud

Head of Technical Services Technical Services, Vassar College
Acquisitions, cataloging, zines, and Russian studies. Frequent lurker on #critlib, #mashcat, and #radlib. Cat enthusiast.

Friday June 10, 2016 10:30am - 11:30am PDT
Potters Room

10:30am PDT

Concurrent Session A2 -- Classifying Librarians: Cataloger, Taxonomist, Metadatician?
Han and Hswe examined the role of the ‘metadata librarian’ in an article published in 2010 using data from 2000-2008.  In this presentation we update their findings by looking at more recent advertised position descriptions involving cataloging and ‘creating metadata’.  Cataloging and metadata creating skills are very much an integral part of the academic library workforce with additional technical knowledge and skills being sought.  This study led to a deconstruction of job ads themselves as well as the terms cataloging and metadata. The presentation hopes to shed light on trends and proposes questions that should be considered by our profession as a whole.

avatar for Beverly Geckle

Beverly Geckle

Continuing Resources Librarian, Middle Tennessee State University

David Nelson

Chair, Collection Development & Management, MTSU Walker Library
David Nelson is currently the Chair, Collection Development and Management at MTSU.  He had held previous positions at the American University in Cairo, University of Pennsylvania, Texas A&M, and the Library of Congress.  His research interests are in cataloging, collection... Read More →

Friday June 10, 2016 10:30am - 11:30am PDT
Alvorado B

10:30am PDT

Concurrent Session A3 -- Embracing Changing Technology and New Technical Services Workflows in Migrating to a Next-Generation Library Management System
In 2015, Radford University’s McConnell Library migrated to OCLC’s WorldShare Management Services (WMS), relinquishing three legacy systems in the process.  As a result, many of the Collection and Technical Services Department’s workflows changed considerably beginning months before the contract was signed. An extensive temporary departmental focus on data clean-up and training was required while maintaining core duties.  New opportunities for collaboration and communication emerged. In light of developing new workflows, Core Competencies for Electronic Resources Librarians and Core Competencies for Print Serials Management were consulted in revising positions.  This presentation focuses on the process, management, communication and outcomes involved in migrating to a new next-generation library management system.

avatar for Jessica Ireland

Jessica Ireland

Radford University
Jessica Ireland is the Serials & Electronic Resources Librarian at the McConnell Library, Radford University.
avatar for Kay Johnson

Kay Johnson

Radford University
Kay Johnson is head of collection and technical services at McConnell Library, Radford University.  She has been active in NASIG for over 20 years.

Friday June 10, 2016 10:30am - 11:30am PDT
Alvorado DE

10:30am PDT

Concurrent Session A4 -- Using Course Syllabi to Develop Collections and Assess Library Service Integrations
New collection development models, such as patron and demand driven acquisition (PDA and DDA), have augmented the tools available to librarians to build user-focused collections. After implementing two successful PDA programs at our library, two technical services librarians at a small, regional Midwestern university began to discuss additional ways to identify high-demand materials for student coursework. The librarians identified course syllabi as a potential gold mine for their task: All faculty provide syllabi for their courses, and both required and recommended readings are regular components of these syllabi. Syllabi, then, are a prime source for identifying potential library resources.

To further improve our collection development strategies, we set out to answer three initial research questions: 1) Does the library already have access to all required and supplemental resources mentioned in syllabi?; 2) If access is available, do we own the materials, or are they leased?; and 3) Which resource formats – e.g. books, articles, and videos – are represented in syllabi? To answer these questions, we collected syllabi from multiple academic departments, including humanities, business, sciences, and social sciences. The syllabi were used to compare curricular needs with our existing library collection. When available, we reviewed usage statistics for listed resources, and we tracked the percentage of faculty that specifically mentioned the library within their syllabi.

In this session, we will present strategies for retrieving and analyzing syllabi, as well as how to interpret library use across the curriculum. We will share the lessons we learned regarding the current status of our collection, how we plan to direct our collection development efforts going forward, and how course syllabi may reveal the integration of library services across the academy.

avatar for Ria Lukes

Ria Lukes

Technical Services Librarian, Indiana University Kokomo
Ria Lukes is the Technical Services Librarian at Indiana University Kokomo, a position she has held since 1998. Her responsibilities include collection development, acquisitions and acquisition budgeting, cataloging, collection maintenance, and coordinator of the Federal Depository... Read More →
avatar for Angie Pusnik

Angie Pusnik

Digital User Experience Librarian, Indiana University Kokomo
Angie (Thorpe) Pusnik is the Digital User Experience Librarian at Indiana University Kokomo, a position she has held since 2011. She leads the continued development of the library’s electronic resources and web presence. She has published and presented original research on discovery... Read More →

Friday June 10, 2016 10:30am - 11:30am PDT
Weaver's Room

10:30am PDT

Concurrent Session A5 -- Show Me the Value!
In early 2014, the Electronic Resource Committee (ERC) of the Triangle Research Libraries Network (TRLN), which includes North Carolina State University, Duke University, and the University of North Carolina at Chapel Hill, needed a more accessible database to display summary information about their consortial serials packages in order to assess the value of those deals.  The result was a Microsoft Access database that brought together several assessment metrics to produce summary information about one of these consortial packages.  Over the course of the next 2 years, this database evolved into an analytical tool capable of presenting title-level analyses, collection-level graphs, and institutional-level comparisons in addition to the higher-level summary statistics stemming from its original purpose.  It also incorporates built-in functions to look for data integrity issues, reconcile title lists and calculate what the package might look like with a different title set.  With seven years of data included, the functions in this tool run in real time from an updatable data set while the database remains small enough to be conveniently distributed among the libraries.  This presentation focuses on the design and construction of this database tool in the context of its original intention, namely to show value.  Therefore, rather than presenting an analysis of the data, I intend to demonstrate what can be done to transform data into information that displays value.


Matthew Harrington

Data Projects and Partnerships, NC State University
Matthew Harrington currently works on database projects and financial reconciliation in the Acquisitions and Discovery Department at NC State University's James B. Hunt Jr. Library.  Since returning to libraries from an academic career in 2009, he has designed, constructed and presented... Read More →

Friday June 10, 2016 10:30am - 11:30am PDT
Alvorado F

1:00pm PDT

Concurrent Session B1 -- Managing Content in EBSCO Discovery Service: Action guide for Surviving and Thriving
 Since library’s implementation and promotion of EBSCO Discovery Service in 2014, our Electronic Resources team continues to troubleshoot seamless content discovery for library patrons.  Nothing prepared us for the kind of content issues we have to deal on a day to day basis.  This dynamic, full of real examples presentation will look at examples of managing content in EDS to improve discovery of resources: from linking issues to ClinicalKey records to dealing with “bound with” local catalog records. The presenter will address obstacles faced and solutions found and our experience working with EBSCO. Following this session, participants will be able to apply “how to” techniques to troubleshoot content issues in EBSCO Discovery Service. This session is unique and important because it outlines practical steps in troubleshooting content management in EBSCO Discovery service.


Charissa Brammer

Metadata and Discovery Systems Librarian, Colorado College
Charissa Brammer is an Electronic Resources Librarian at Idaho State University Library. She has experience in serials, electronic resources, reference, and instruction.  She holds an M.A. in English from Idaho State University and an MLIS from San Jose State University. 
avatar for Regina Koury

Regina Koury

AUL, Discovery & Resource Services, Idaho State University
Regina Koury is an Assistant University Librarian, Discovery & Resource Services Department at the Idaho State University library, responsible for cataloging, electronic resources, discovery services, systems and government documents management. Regina had previously worked at the... Read More →

Friday June 10, 2016 1:00pm - 2:00pm PDT
Alvorado G

1:00pm PDT

Concurrent Session B2 -- Do Serials have a Place in the Institutional Digital Repository?
Monographic resources such as journal articles, book chapters, and dissertations all have a place in the institutional repository, but what about serials such as newsletters, newspapers, and magazines? This program will look at the challenges of accessioning, describing, and providing meaningful access to serial digital objects in an institutional repository. Participants are encouraged to share their successes or less-than-successes from their own digital repositories.


Kay Teel

Metadata Librarian, Stanford University Libraries
Kay Teel is the Metadata Librarian for Serials at Stanford University Libraries. She holds a BA in history from Boston University and an MLS from Columbia University. Prior to Stanford, she worked at Columbia University, New York University, and the Cleveland Museum of Art.

Friday June 10, 2016 1:00pm - 2:00pm PDT
Alvorado B

1:00pm PDT

Concurrent Session B3 -- The Future of Information Literacy in the Library: An Example of Librarian/Publisher Collaboration
The last decade has seen immense growth in information sources and information output, which in turn has changed the way students and researchers find and use information. Following this, we’ve also seen a shift from the traditional “librarian as expert” role to the “librarian as teacher” role, where the imparting of information literacy skills and their embedding into the curriculum is recognized as a primary responsibility of today’s academic librarian. 

This session will explore how librarians are becoming more involved with information literacy curriculum and how publishers can assist them, particularly regarding access to information and the scholarly publishing process.

In 2015 and early 2016, Rebecca Donlan, Assistant Director for Collection Management at Florida Gulf Coast University (FGCU), and Stacy Sieck, Library Communications Manager at Taylor & Francis Group, created and implemented an information literacy program for FCGU students and faculty that focuses specifically on navigating the scholarly publishing landscape.This collaborative project includes the creation and launch of webinars and online toolkits that provide tips and information on how to get published in academic journals, understanding the peer review process, navigating Open Access publishing, promoting and resuing your work, and more.

During this session, Rebecca and Stacy will provide an update on the status of their information literacy project, including user feedback, webinar usage statistics, and tips and best practices for recreating a similar program at different universities.

avatar for Rebecca Donlan

Rebecca Donlan

Assistant Director for Collection Management, Florida Gulf Coast University
Rebecca Donlan is Assistant Director for Collection Management at Florida Gulf Coast University, where she has worked since May 2000.  A graduate of the University of Iowa School of Library and Information Science, she has worked in public and academic libraries since 1990, serving... Read More →

Stacy V. Sieck

Library Communications Manager, The Americas, Taylor & Francis Group
Stacy V. Sieck is the Library Communications Manager at Taylor & Francis Group and is responsible for managing the library marketing and communications activities for North and South America. She first joined Taylor & Francis in 2008 as the manager of the library and information... Read More →

Friday June 10, 2016 1:00pm - 2:00pm PDT
Alvorado C

1:00pm PDT

Concurrent Session B4 -- E-books for the Classroom & Open Access Textbooks: Two ways to help students save money on textbooks
In order to help students withstand the rising cost of textbooks, and in turn support the mission of student success, the University of South Florida has implemented two electronic resource based initiatives as part of the Tampa Library’s Textbook Affordability Project.  

Through the E-books for the Classroom program, the Library purchases electronic versions of texts required for coursework, providing equitable access to needed materials at no cost to the students. For the past five years, this program has evolved into a highly successful Textbook Affordability measure, acquiring hundreds of e-books and serving thousands of students, as well as becoming an integral part of the e-book acquisition process.

The Library, with the support of the Office of the Provost and in collaboration with other departments across the University, is publishing a faculty-authored multimedia Open Access Textbook to be used by hundreds of students each semester in USF’s children’s literature courses.  The USF institutional repository, Scholar Commons, will host the textbook, making it freely available on a global scale. This program effectively uses library expertise and skills, coordinating university-wide faculty, professional, and technical resources, to create library-as-publisher for the benefit of the students and textbook affordability.

This presentation will include a review of the need for these types of Library based initiatives, the processes involved in establishing and maintaining them, and a discussion of their challenges and successes along with plans for future improvements.


Jason Boczar

Digital Scholarship and Publsihing Librarian, University of South Florida
Jason Boczar is the Digital Scholarship and Publishing Librarian at the University of South Florida. He received his MLIS from the University of Kentucky in 2012.

Laura Pascual

Interim Director, Collections & Discovery, University of South Florida

Friday June 10, 2016 1:00pm - 2:00pm PDT
Alvorado F

1:00pm PDT

Concurrent Session B5 -- Juggling a New Format with Existing Tools: incorporating streaming video into technical services workflows
The University of Northern Colorado Libraries have experienced a surge in streaming video requests in the past few years. Like others, UNC's Techical Services department has found new ways to manage procedures and workflows associated with this format. Since no two streaming video requests are the same, flexibility is required. This session will cover methods for handling: streaming video databases, licensed content ripped from DVD, firm orders, and multi-year streaming licenses. It will also discuss using existing tools, such as an ILS and ERM, to leverage content, track expiration dates, and manage various purchase types. These resources cross typical bounderies of monographs and serials, and therefore require more coordination throughout their lifecycle. The presenters will share their experiences and strategies, but will allow time for attendees to share any further tips and tricks from their libraries.


Jessica Hayden

Technical Services Manager, University of Northern Colorado
avatar for Jennifer Leffler

Jennifer Leffler

Technical Services Manager, University of Northern Colorado
Jen is the Technical Services Manager at the University of Northern Colorado. She has held several titles in her 10 years at that institution, but is thrilled that she has always been able to keep electronic resources and serials as a part of her work.

Friday June 10, 2016 1:00pm - 2:00pm PDT
Alvorado H

1:00pm PDT

Concurrent Session B6 -- Library Management in Trivandrum, India
We participated in an Information master's program assigned to a project in Trivandrum, India. We were tasked with providing assistance on the management of a library in a college specifializing in teaching Deaf students as well as research in Audiology and Speech Language Pathology. They have a very small collection of about 2000 books and 24 journals, and no website prior to our arrival.

Our understanding was that it would be difficult to make correct assumptions about the academic and technological environment given lack of experience in the region and the culture, as well as working with students with disabilities in general. We were not prepared for the rudimentary or non-existent policies and infrastructure that we met once we actually arrived. This presentation would detail the strategies of assessment and decision-making we employed to work with their available resources as well as deal with the lack of buy-in from various stakeholders. Among these include user interviews in translation, collecting and incorporating examples from other library sites in building a new website, and above all trying to figure out ways to communicate the importance of working with library online resources upon a population that is relatively new to them.


Sybil Boone

Sybil Boone is a graduate of the University of Michigan School of Information, with a Master of Science in Information degree specializing in Human-Computer Interaction and a certificate in Health Informatics. Prior to UMSI, she worked for several years at the University of Michigan... Read More →
avatar for Jharina Pascual

Jharina Pascual

Electronic Resources Acquisitions Librarian, University of California, Irvine

Friday June 10, 2016 1:00pm - 2:00pm PDT
Weaver's Room

2:15pm PDT

CANCELLED --Concurrent Session C3 -- E-Preferred Approval Plan in a Large Academic Library: Assessment and collection development implications
Texas A&M University (TAMU) Libraries implemented an e-preferred approval plan in December 2010. This allowed for better oversight of monograph purchases, control of potential duplication, and ability to streamline monograph acquisitions workflow. Shelf space shortage was also addressed as the number of print monographs received on approval decreased.

To determine the impact of the e-preferred approval on the library’s monograph collections, an evaluation of the usage of e-books is conducted. Study results support evidence-based collection acquisition and management decisions of monographs in print and electronic formats.  The results also inform if e-books effectively support the TAMU curricula and to which extent hybrid print an electronic collections should co-exist to support diverse user information needs.


Simona Tabacaru

Collection Development Librarian, Texas A&M University Libraries
Simona Tabacaru is a Collection Develoment Librarian at Texas A&M University Libraries. Her research interests include: Collection Assessment, E-approval Plans, Patron Driven Acquisitions, and Electronic Resource Management Systems.

Friday June 10, 2016 2:15pm - 3:15pm PDT

2:15pm PDT

Concurrent Session C1 -- The Knowledge Base at the Center of the Universe
With electronic resources dominating library budgets and collections, the knowledge base has quietly deposed the catalog as the center of the management and discovery universe. Knowledge bases provide libraries with an inventory of their e-resources holdings and describe the materials that a library has purchased at a more granular level than the traditional bibliographic record. Knowledge bases power key tools such as link resolvers and unified search platforms, support management needs across the e-resources lifecycle, and more recently have evolved to intersect with areas such as linked open data, community contribution models, and next-generation library management platforms. They have truly become the hub from which our most vital services operate.

This presentation will provide an overview of the ALA Technology Report (https://journals.ala.org/ltr) assesing the state of knowledge base technology. Topics covered will include an overview of the current product landscape, an exploration of new directions, and case studies from libraries and vendors using knowledge bases in innovative ways.  


avatar for Kristen Wilson

Kristen Wilson

Project Manager / Business Analyst, Index Data
I work with libraries to design and build open source software. I'm also VP/president-elect of NASIG.

Friday June 10, 2016 2:15pm - 3:15pm PDT
Alvorado D

2:15pm PDT

Concurrent Session C2 -- Adventures in licensing! How librarians are embracing and affecting change in Electronic Resources Licensing

This presentation will explore various aspects of electronic resources licensing and panelists will discuss innovative approaches to management, workflow design, and current trends in language. The topics covered in the sessions will prove valuable to anyone interested in the evolving license landscape. Highlights of the discussion include:


  • Current and emerging trends in electronic resources licensing
  • Best practices in licensing workflow management
  • Alternative workflows and the effect on the e-resources life-cycle
·         And more!


Lori Duggan

Head, Electronic Resources Acquisitions, Indiana University
Lori Duggan is the Head of Electronic Resources Acquisitions at Indiana University.
avatar for Christina Geuther

Christina Geuther

Electronic Resources Librarian, Kansas State University
I manage electronic resource license records in Alma, negotiate license terms with vendors, and troubleshoot electronic resource access for K-State Libraries.
avatar for Corey Halaychik

Corey Halaychik

Co-Founder & Business Director, The Library Collective
Corey Halaychik is an author and award-winning librarian whose work and research have focused on improving efficiency, teamwork, and leadership skills development. He is also the co-founder and business director of The LIbrary Collective whose goal is to redefine the professional... Read More →

Friday June 10, 2016 2:15pm - 3:15pm PDT
Alvorado E

2:15pm PDT

Concurrent Session C4 -- To Lead to Learning, Not to Madness: eBooks and eSerials at the Library of Congress
Building comprehensive collections of textual published material is a key function of any library and of the Library of Congress in particular.  Over the past decade, the impressive increase in the amount of books and serials which are electronic has offered a new challenge in carrying out this work.  But there is nothing in the collecting mission of the Library of Congress which allows it to forgo works simply because they are not issued on paper.  To handle this, the Library has worked to adapt some of its current programs, such as Copyright Mandatory Deposit and the Cataloging in Publication program, to encompass the acquisition of electronic as well as paper publications, with notable success.  Along the way, it has identified certain primary difficulties unique to acquiring and managing these electronic publications.  It is developing solutions to them while being very cognizant of the challenges ahead as the Library attempts to build its collection of electronic publications and provide the appropriate level of service to its patrons and stakeholders as it does with its paper publications.  This presentation covers the scale of the problem, the Library’s responses to it, the lessons learned in building a collection of electronic publications and the bigger issues still to be resolved.


Theron 'Ted' Westervelt

Section Head, Library of Congress
Dr. Westervelt has worked with serials at the Library of Congress since 2001 and currently manages the cataloging and processing of serials acquired via copyright deposit. Since 2009, he has been managing the eDeposit program for Library Services within the Library of Congress. Under... Read More →

Friday June 10, 2016 2:15pm - 3:15pm PDT
Alvorado G

2:15pm PDT

Concurrent Session C5 -- Embracing Undergraduate Research - Creating the 'Arsenal'
The Center for Undergraduate Research (CURS) at Georgia Regents University (soon to be Augusta University) offers strong support for faculty-led undergraduate research. In collaboration with a student organization, the program director of CURS contacted the GRU Libraries to investigate how to start an undergraduate research journal for the university and identify a venue for publishing undergraduate research. 

Since the University Libraries recently helped develop an open-access journal for the College of Education, which is hosted in the institutional repository, two librarians were able to utilize this experience and provide guidance to CURS and the student organization. They worked together on the creation of Arsenal: The Undergraduate Research Journal of Georgia Regents University (Augusta University),a new open access journal specifically aimed at publishing undergraduate research of current students. This session will discuss the process of establishing the journal’s identity, developing policies and processes, hosting and publishing the journal, as well as some of the challenges faced.

avatar for Abigail Drescher

Abigail Drescher

Manager of Graduate Student Admissions and Recruitment, Augusta University
Abigail Drescher worked at the Center for Undergraduate Research and Scholarship (CURS) from May 2014 to December 2015 as the Program Coordinator. CURS has three main programs including a faculty grants program, student presentation seminars, and an interdisciplinary summer... Read More →
avatar for Melissa E. Johnson

Melissa E. Johnson

Electronic Resources and Serials Librarian, Augusta University
Melissa Johnson is the Electronic Resources and Serials Librarian at the Summerville Campus of Augusta University. She is the liaison librarian to the Departments of English and Foreign Languages, Chemistry, Biological Sciences, and Mathematics. She is active in NASIG, ALA, GLA, SELA... Read More →

Kim Mears

Scholarly Communications Librarian, Augusta University
Kim Mears is the Scholarly Communications Librarian for Georgia Regents University (soon to be Augusta University) Libraries. Her primary responsibility is to assist faculty and students in the creation, dissemination, and preservation of their scholarly works through education... Read More →

Friday June 10, 2016 2:15pm - 3:15pm PDT
Weaver's Room

2:15pm PDT

Concurrent Session C6 (Formerly E1) -- Is What's "Trending" What's Worth Purchasing?: insights from a national study of collection development librarians
New forms of usage data like altmetrics are helping librarians to make smarter decisions about their collections. A recent nationwide study administered to 13,000+ librarians at R1 universities shines light on exactly how these metrics are being applied in academia. This presentation will share survey results, including as-yet-unknown rates of technology and metrics uptake among collection development librarians, the most popular citation databases and altmetrics services being used to make decisions, and surprising factors that affect attitudes toward the use of metrics. This presentation will also offer actionable insights on how altmetrics are being paired with bibliometrics and usage statistics to form a more complete picture of “trending” scholarship that’s worth purchasing. Through sharing the survey results and opening up a discussion about the potential altmetrics hold for informing collection development, the presenters aim to provide a learning opportunity for attendees which will enhance their competencies for e-resource management, specifically, core competence for e-resource librarians 3.5, use of bibliometrics for collection assessment, and 3.7, identity and analyze emerging technologies.

avatar for Stacy Konkiel

Stacy Konkiel

Director of Research Relations, Altmetric & Dimensions
Stacy Konkiel is the Director of Research Relations at Altmetric & Dimensions (Digital Science). She studies incentives systems in academia and informetrics, and has written and presented widely on Open Science. Previously, Stacy worked with teams at Impactstory, Indiana University... Read More →

Sarah Sutton

Sarah Sutton is an Assistant Professor in the School of Library and Information Management at Emporia State University. She completed a Ph.D. in Library Science from the Texas Woman's University School of Library and Information Studies. In addition to librarian competencies... Read More →

Friday June 10, 2016 2:15pm - 3:15pm PDT
Alvorado F
Saturday, June 11

10:30am PDT

Concurrent Session D1 -- Providing and Maintaining Access to Electronic Serials -- from Consortium and Member University Library's Perspectives
Ontario Council of University Libraries (OCUL) is a consortium of Ontario’s 21 university libraries in Canada. Scholars Portal (SP) is an OCUL sponsored digital repository of over 40,000,000 full text scholarly articles drawn from 18,000 journals covering every academic discipline. Scholars Portal export its holdings to knowledgebase in SFX, 360 Link, Ebsco, and Keeper’s Registry. Scholars Portal maintains a central SFX instance for member libraries for their content subscribed via OCUL. University of Windsor library is an OCUL member library who uses SFX as OpenURL link resolver for their OCUL and local subscription content. This study will examine the work flow, the problems encountered in maintaining central and local SFX instance, and discuss the advantages and challenges of providing and maintaining access to electronic serials in consortium and member library.


Wei Zhao

Metadata Librarian, OCUL Scholars Portal--University of Toronto Libraries
Wei Zhao is a Senior Metadata Librarian at OCUL—Scholars Portal. She has been working on electronic journal management since 2004. Her research focus is on electronic resources management and metadata standards for academic libraries.

Shuzhen Zhao

Librarian, University of Windsor
Shuzhen Zhao is a bibliographic services librarian at the Leddy Library, University of Windsor, and a head for the Acquisition and Bibliographic Services Department. Her research interest is electronic resources management in academic libraries. Currently, she doing her PhD work on... Read More →

Saturday June 11, 2016 10:30am - 11:30am PDT
Alvorado A

10:30am PDT

Concurrent Session D2 -- Charting a Course Toward Embracing Evolving Technical Services Horizons
Technical Services departments have been navigating rough and uncertain waters while charting courses toward hazy horizons for years. Battling swelling expenses, blustering winds of reduced resources and tumultuous tempests of e clashing with p, we steer towards an increasingly digital skyline with steadily leaner crews, needing support and new skills to sail these seas of continuous change and challenge. Now, more than ever it is necessary to build a team empowered to maneuver efficiently and effectively. Leading and managing are central to positioning for and embracing these emerging horizons. The presenters have been studying and implementing various aspects of “servant leadership” with an eye toward growing people within our departments and communicating in multiple directions. During this session, we will focus particularly on the following processes:  discernment, discovering purpose, and building capacity (relationships and communication).  This presentation will explore the what, how, where, who, and when for leading and managing toward our Technical Services horizons.


Nadine P. Ellero

Head of Technical Services, Auburn University
Nadine P. Ellero is Head of Technical Services at Auburn University Libraries, in Auburn, Alabama. Before Auburn, she was the Intellectual Access/Metadata Services Librarian at the Claude Moore Health Sciences Library at the University of Virginia (1990-2011).   Nadine presently... Read More →

Saturday June 11, 2016 10:30am - 11:30am PDT
Alvorado B

10:30am PDT

Concurrent Session D3 -- Text Mining 101: what you should know
Academic libraries and publishers are fielding an increasing number of faculty/researcher text mining requests. This program will address these needs and offer some best practices. Specific examples from academic libraries will highlight the administrative and technical issues, while the resource provider perspective will focus on the challenges of rights management clearance and how to deliver the information, as well as the publisher philosophy on supporting digital scholarship efforts. The session will capture the issues from both sides and provide attendees with a framework for handling requests at their own institutions. In keeping with the theme "Embracing New Horizons" we will use this time to explore possibilities for better communication around digital scholarship issues, and the development of best practices, through appropriate channels.


Patricia Cleary

Global eProduct Development Manager, Springer
Beginning in 2010, Patricia Cleary has been instrumental in crafting Springer's mobile strategy. Patricia’s work in mobile technology has forged new pathways to empower science and medical professionals with the information they need, precisely when and where it is needed. As... Read More →

Kristen Garlock

Kristen Garlock is the Associate Director of Education and Outreach for JSTOR, responsible for education, training, and social media engagement. She has an MILS (1994) from the University of Michigan, and has worked at JSTOR since 1995.
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 Ethen Pullman

Ethen Pullman

Carnegie Mellon University
Ethan Pullman is the Humanities Liaison for English, Modern Languages, and Philosophy, and the library Instruction Coordinator.  He received his MLIS from the University of Pittsburgh in 1998, where he worked until 2008.  In 2015, he received his Masters of Arts in Rhetoric... Read More →

Saturday June 11, 2016 10:30am - 11:30am PDT
Alvorado C

10:30am PDT

Concurrent Session D4 -- When There is No Magic Bullet: an Interlocking Approach of Managing Ebooks
As academic ebook business grows rapidly, opportunities and challenges arise out of this change. A wide range of systems and tools spring up aiming to assist librarians to manage ebooks in an efficient and streamlined fashion. Proprietary vendors are acquiring new technologies and products to integrate into their existing product line. Some community developed open source systems and tools become the rising stars  due to the economic and budget pressures. Specific local needs result home-grown tools. Nevertheless, Librarians often find themselves get frustrated with the variety of choices presented in front of them, realizing that there is not a single magic bullet that can solve all their problems. Creative and critical thinking has become the norm as libraries seek an optimizing solution to mingle these options. And that is what’s essential to lego play!

This session demonstrates how an interlocking approach is developed that integrates ILS, ERM, open source tools and a locally developed database to manage ebooks. It starts with an examination of the lego building process from a lego workshop that the presenter has recently attended, followed by the analogy between lego building and ebooks management. It provides a quick overview of the mainstream systems that the presenter’s home libraries are using, discussing the pain points within these mainstream systems. It elaborates on how open source tools and local developed tools are brought into the “lego building” process.  

Ebooks are dynamic in nature. Entailing with creative thinking and problem-solving skills, the interlocking approach allows us to embrace the changes with innumerable fun which we find in lego play.

avatar for Xiaoyan Song

Xiaoyan Song

Electronic Resources Librarian, NC State University Libraries
Xiaoyan Song is the Electronic Resource Librarian (ERL) at the Monograph Unit in the Acquisition and Discovery (A&D) department at NCSU Libraries. She mingles with all aspects of ebooks including acquisition, license negotiation, activation, ebook troubleshooting, and workflow mapping... Read More →

Saturday June 11, 2016 10:30am - 11:30am PDT
Alvorado F

10:30am PDT

Concurrent Session D5 -- Shaping Expectations: defining and refining the role of technical service in new resource rollouts
From trial to implementation, technical services staff play an important role in shaping awareness of, and expectations for, new resources. Internally, technical services staff provide information and instruction to public services staff. Externally, they influence how new resources are integrated into the library website and other platforms. With appropriate “message control,” technical services staff can positively influence awareness of new resources while keeping everyone’s expectations in check.

During fall 2015, technical services staff at Georgia Southern University adopted a protocol for new resource rollouts that explicitly times and structures internal and external communications to ensure that all library staff are ready to support new resources as they go live. This protocol focuses on providing appropriate lead-time notifications to public services staff and “training the trainers” first, prior to releasing any external communications. Furthermore, this protocol integrates with activities of the library’s promotion committee, supporting smooth transition to public services promotion of new resources.

During this session, presenters will discuss this protocol in detail, with special emphasis on timing of internal and external communications, the importance of providing sufficient staff training and support materials early on, and the importance of maintaining objectivity and accuracy in all rollout communications and assets. Presenters will share protocol planning tools and worksheets, describe how these are integrated into implementation workflows, and engage participants in discussion about the role of technical services in new resource rollouts.

avatar for Jeffrey M. Mortimore

Jeffrey M. Mortimore

Discovery Services Librarian, Georgia Southern University
Jeff Mortimore serves as Discovery Services Librarian at Georgia Southern University in Statesboro, GA. Jeff's current interests include the impact of library automation on the discovery-to-delivery process and it's ramifications for scholarly communications practice.

Debra Skinner

Department Head, Collection & Resource Services, Georgia Southern University
Bridging the Gap: Providing a Marketing and Support Framework for IR Services

Saturday June 11, 2016 10:30am - 11:30am PDT
Alvorado H

10:30am PDT

Concurrent Session D6 -- ISSN Revision: Embracing the Challenge of Change
How can the ISSN standard, ISO 3297, serve its many purposes and communities better?  Revision of the standard by an ISO working group is slated to begin this year. The standard's last revision in 2007 resulted in the ISSN-L and coverage of ongoing integrating resources.  What changes might be needed now to position ISSN as the key identifier for continuing resources in the emerging linked data environment?  Should the statement that ISSN should be assigned free of charge be removed from the standard?  Should ISSN be more granular, or less granular?  Should there be an ISSN to identify serial "families?"  Should current RDA rules for major and minor title changes determine when a new ISSN is assigned?  Are those rules serving library, publisher, vendor, and user needs?  These topics and others will likely be considered by the ISO working group.  What would you like to see in a revised ISSN standard? Come with your ideas and questions.


Regina Reynolds

Director, U.S. ISSN CenterHead, ISSN SectionLibrary of Congress

Saturday June 11, 2016 10:30am - 11:30am PDT
Potters Room

3:15pm PDT

Concurrent Session E2 -- Remain in Safe Mode or Embark on a New Horizon?: a reconsideration of an academic library's current open URL link resolver service
The Open URL protocol has existed for over a decade and several quality proprietary and open source Open URL link resolvers have been developed for libraries. Considering that Open URL link resolvers are no longer “emerging technology”, does it make sense to re-examine a library’s tried and true Open URL link resolver when looking towards the future? Has the Open URL product landscape evolved in concert with other library technologies?  Is it possible that a library may have “outgrown” their current Open URL Link resolver? Perhaps the library needs to take a more holistic approach and consider new technologies that would greatly improve library operations. These are the questions that the Colorado State University Libraries (CSUL) grappled with in recent years regarding their Open URL link resolver. Since its installment in 2001, the Libraries experienced organizational changes throughout the last decade--all which compelled them to consider that either an enhanced version of their link resolver or a different vendor based link resolver can improve operational efficiencies and library services. This presentation is a case study of CSUL’s strategic analysis of Open URL link resolvers, including their current product. Learn about the Libraries’ approach taken to identify Open URL link resolver products, the RFP process, and their analyses of those products. The surprising outcome and future plans will be revealed.


Rachel Erb

ERM Librarian, Colorado State University Libraries
Rachel A. Erb is the Electronic Resources Management Librarian at Colorado State University. She is responsible for overseeing all aspects of electronic resources acquisitions, but specializes in contract negotiation, organizing workflows, and emerging technologies. She has authored... Read More →

Saturday June 11, 2016 3:15pm - 4:15pm PDT
Alvorado A

3:15pm PDT

Concurrent Session E3 -- Exploring the Evidence in Evidence-Based Acquisitions
To support academic curriculum, libraries are increasingly asked to provide additional formats of content. New pedagogical practices are encouraging the use of audio and visual media in nearly all disciplines to enhance teaching and learning. There is a growing number of streaming video service providers, each offering different content, platforms, and purchase models. With growing costs and limited budgets, libraries often adopt patron driven and evidence-based purchase models to explore user demand for new types of resources. PDA and EBA programs both rely on usage data to inform purchase decisions, but usage statistics vary across providers and can be challenging to interpret.

What types of usage metrics are provided? (playbacks, views, time)

What can libraries interpret from usage statistics?

What are the issues with the data provided in usage reports?

This presentation will describe the University of Colorado Libraries’ experiences with evaluating a patron-driven program with Kanopy and an evidence-based program with Alexander Street for streaming videos. Attendees will hear insights about three separately administered libraries supporting campuses of different budgets, student and faculty demographics, programs, and exposure to streaming collections. Presenters will share lessons learned in implementing and assessing streaming videos at each library and across the consortia. Some questions explored include -- How does EBA compare to PDA? How do the workflows compare to other resources or models? Do usage statistics provide sufficient evidence to inform purchase decisions? How did the consortia decide which titles to purchase? Attendees will learn how to implement similar analysis at their libraries.

Authors for this presentation include: Denise Pan, Associate Director for Technical Services, University of Colorado Denver Auraria Library; Gabrielle Wiersma, Head of Collection Development, University of Colorado Boulder Libraries; Rhonda Glazier, Director of Collections Management, University of Colorado Colorado Springs.


avatar for Stephanie J. Spratt

Stephanie J. Spratt

Assistant Director for Technical Services, Missouri Western State University
Ms. Spratt has served as the Assistant Director for Technical Services at Missouri Western State University Library since November 2016. Prior to that, she was the Electronic Resources & Serials Librarian at the University of Colorado-Colorado Springs Kraemer Family Library. She has... Read More →

Saturday June 11, 2016 3:15pm - 4:15pm PDT
Alvorado E

3:15pm PDT

Concurrent Session E4 -- Search, Serendipity & the Researcher Experience
When considering academic researchers’ information-seeking and retrieval needs, we often focus on search – optimizing for search, Google-like search for libraries, user preferences for one-box quick-search tools, and so on. But what about unplanned instances of discovery? Are new technologies, such as text mining and natural language processing, enabling new pathways that lead researchers to relevant material, perhaps even leading to surprising new connections across disciplines? Conversely, with the prevalence of satisficing, does serendipity even play a role when searching for information about a scholarly topic?_x000D_

Through a study of undergraduate students and their faculty members, as well as a survey of publisher and website offerings, this talk will summarize common user pathways and how today’s students and faculty use content recommendation tools with recommendations for how libraries and the scholarly communications community might respond.

avatar for Lettie Conrad

Lettie Conrad

Executive Program Manager, Discovery & Product Analysis, SAGE Publishing
Lettie Conrad came to SAGE in 2006 after managing the publications program for a think tank in Washington, DC. As an Executive Manager in SAGE’s Online Products Team, Lettie leads a group of specialists who expand SAGE’s capacity for digital product development innovations... Read More →

Saturday June 11, 2016 3:15pm - 4:15pm PDT
Alvorado B

3:15pm PDT

Concurrent Session E5 -- Open Access in the World of Scholarly Journals: creation and discovery
Access to scholarly journals produced by commercial publishers is becoming more and more expensive, and open access to publicly-funded research results is increasingly mandated by funding bodies.  In response to these and other motivators, the open access scholarly journal movement is growing.  In the Canadian context, open access publishing has begun to get more traction in response to these factors, and in spite of some resistance by researchers.  University and college libraries are getting involved in both the promotion and the creation of open access content.  An example of this is the University of Lethbridge Journal Incubator,  which publishes three open access journals from the University Library.  We will explore some of the benefits and drawbacks of open access in scholarly communications. 


One model of open access is the hybrid journal, which causes particular challenges for discovery and access.  With access restricted at the article, rather than the journal level, it's surprisingly hard to get library users to OA content through catalogs, link resolvers, or even discovery tools. Chris will investigate some of the roadblocks and consult with publishers, librarians, and service providers to see what is currently being done to overcome this challenge. Are readers currently getting to OA content in hybrid journals through library systems and sites? Is the NISO License and Access Indicators Recommended Practice likely to change current practices? How are discovery tool vendors responding to this challenge? Can service providers outside of the traditional library content and software sector have an impact? After investigating all of these angles Chris will try to determine if there is a likely way forward and share what attendees can do to improve access to Hybrid OA journals in the short and long term.


Chris Bulock

Chris Bulock is the Electronic Resources Librarian at California State University Northridge. His research has focused on perpetual access, e-resource evaluation, and the effect of Open Access on collection development and e-resource management. He writes a column on OA issues... Read More →

Sandra Cowan

University of Lethbridge
Sandra Cowan is the liaison librarian for English, Modern Languages, Religious Studies and the Faculty of Fine Arts at the University of Lethbridge in Alberta, Canada.  She has research interests in digital humanities, scholarly communications, and research methods of creative... Read More →

Saturday June 11, 2016 3:15pm - 4:15pm PDT
Alvorado F
Sunday, June 12

9:00am PDT

Concurrent Session F2 -- ER Sleuths Are on the Case: Best practices for e-resource acquisitions
This session will cover various aspects of e-resource work from the continuing resource acquisitions librarian, electronic resources librarian and subscription agent perspectives.  Subscription agents are major players in the e-resource workflow.  Understanding how agents fit into the process and what to expect is very important in developing the library's e-resource acquisitions workflow. Real life situations will be used as case studies to share tips, tricks, successes and pain points in the e-resource life cycle.  The presenters will emphasize setting realistic expectations and effective communication strategies to solve e-resource cases with less stress and more success!

avatar for Susan Davis

Susan Davis

Continuing Resources and Licensing Specialist, University at Buffalo
Great Relationships: Priceless

Deberah England

Wright State University
avatar for Tina Feick

Tina Feick

Director Sales and Marketing, North America, HARRASSOWITZ
Tina held serials librarian positions at the Free Library of Philadelphia and Princeton University. After 10 years, she joined Blackwell's Periodicals Division (Oxford, UK) as the first "Serials Specialist". She is presently Director of Sales and Marketing, North America for Harrassowitz... Read More →

Sunday June 12, 2016 9:00am - 10:00am PDT
Alvorado DE

9:00am PDT

Concurrent Session F3 -- The Canadian Linked Data Initiative: charting a path to a linked data future
As libraries prepare to shift away from MARC to a linked data framework, new convergences in the metadata production activities of our libraries' technical services units, special collections, and digital libraries are becoming possible.  In September 2015, the Canadian Linked Data Initiative (CLDI) was formed to leverage the existing collaboration between the Technical Services departments of Canada’s top 5 research libraries and the Library and Archives of Canada. Working cooperatively, our objective is to provide a path to linked data readiness for our institutions and leadership for the adoption of linked data by libraries across Canada. To achieve this goal, partner libraries are working across departments and institutions to create new workflows and tools and adapt to a new conceptual understanding of descriptive metadata.  This presentation is a preliminary report on the progress made in five key areas of interest: digital collections, education and training, MARC record enhancement, evaluation of linked data tools and vendor supplied metadata.  Building on existing initiatives, the CLDI is investigating the potential of integrating linked data elements into digitized collections, as well as MARC-based bibliographic and authority records, with the aim of fostering new and interesting pathways for resource discovery.  To strengthen and expand the professional knowledge of staff, partner institutions are collaborating in the production of educational and training materials related to linked data principles and practices.  The evaluation and potential development of linked data tools is another area of concentration.  Finally, with the goal of changing workflows upstream, the CLDI is working to engage publishers and vendors in the linked data conversation.  In addition to reporting on the work undertaken in the first year of the project, this presentation will also cover lessons learned and outline some of the new opportunities gained from working on a collaborative project that spans across multiple boundaries.

avatar for Marlene van Ballegooie

Marlene van Ballegooie

Metadata Technologies Manager, University of Toronto
Marlene van Ballegooie is the Metadata Technologies Manager at the University of Toronto Libraries. She received her MISt degree from the Faculty of Information Studies, University of Toronto. At the University of Toronto Libraries, Marlene is responsible for managing the Metadata... Read More →
avatar for Juliya Borie

Juliya Borie

Metadata Librarian, University of Toronto Libraries
Juliya Borie is a Metadata Librarian at the University of Toronto Libraries. She is responsible for managing resources description for serials and monographic materials in a variety of languages and formats. Starting this year, she will be serving on the NASIG Mentoring and Student... Read More →
avatar for Andrew Senior

Andrew Senior

Coordinator E-Resources and Serials, McGill University Library

Sunday June 12, 2016 9:00am - 10:00am PDT
Alvorado F

9:00am PDT

Concurrent Session F4 -- We Went Mobile! (or did we?): reviewing and promoting third-party device-neutral library resources
Academic libraries have worked diligently over the past few years to provide mobile access to key elements of their library websites, like hours and contact information, and to their catalogs.  But once the user makes it through these access points on their smartphone or tablet, what happens beyond?

In 2015, the technical services department head at Copley Library (University of San Diego) conducted a census of mobile access to the library’s third-party online resources available on the library website or through the library catalog.  She tested each resource with Android and ios mobile operating systems on tablets and a smartphone.  Most of these resources make up the $2 million that the library spends annually on licensed subscriptions, databases, and packages.  The testing identified resources that were tablet-friendly, smartphone friendly, or both, and also revealed related functionality or challenges of using the resources on a device.  Afterwards, with the help of the electronic resources and serials librarian, the department head closely examined resources that were not immediately device-neutral when accessed from either the library website or online catalog to identify the causes.  In some cases, the vendor offered a mobile app for the resource.  In other instances, a mobile site was an option along with the desktop site.  This comprehensive review gave the librarians valuable feedback to discuss with vendors and to consider internally when developing the promotion of device-neutral library resources.

In this presentation, the librarians will assess the results of the census, unexpected outcomes, vendor interaction, and the efforts of the library to market device-neutral library resources to their users.





Alejandra Nann

Electronic Resources and Serials Librarian, University of San Diego
Alejandra Nann has been the Electronic Resources and Serials Librarian since February 2013.  Her research interests include: Electronic resource assessment and development, ebook acquisitions, and open access.  Alejandra manages the procurement, licensing, and management... Read More →

Laura Turner

Head, Collections, Access, and Discovery, University of San Diego / Copley Library
Laura Turner has served as the Head of Technical Services at Copley Library, University of San Diego since Oct. 2012.  Prior to this appointment, she was the Head of Technical Services at Washington and Lee University in Virginia.  Laura is interested in the role of technical... Read More →

Sunday June 12, 2016 9:00am - 10:00am PDT
Potters Room

9:00am PDT

Concurrent Session F5 -- Master of "Complex and Ambiguous Phenomena": the ERL's role in library service platform migrations
Library services platforms are designed to enable the discovery and management of print and electronic resources in a single system. Increasingly consortia are implementing library services platforms collaboratively. These systems may benefit consortia in many ways, including cooperative lending, collaborative collection development, shared cataloging, and a seamless patron experience. As libraries will face substantial shifts in procedures during these implementations, effective communication is vital for the process to be successful. Resource acquisition, management, and discovery will change with a new system, and Electronic Resources Librarians are likely to serve in key roles facilitating these transitions.

This presentation features two librarians in the midst of a library services platform implementation at fourteen academic libraries in Montana. The presenters conducted a literature review of consortial library services platform implementations and distilled trends and recommendations for a successful implementation. Referencing and applying the Core Competencies for Electronic Resources Librarians, the discussion will focus on migrating technologies, including ERMS data and discovery platforms, as well as coordinating effective, relevant communication with vested parties. Presenters will draw on their own experiences by sharing organizational and communication strategies for those considering a migration to a library service platform.

avatar for Conor Cote

Conor Cote

Electronic Resources Librarian, Montana Tech of the University of Montana
Conor Cote is the Electronic Resource Librarian at Montana Tech in Butte, Montana. He also serves as an instruction librarian and manages Montana Tech’s institutional repository. Conor is interested in projects involving information literacy, scholarly communication, user... Read More →
avatar for Kirsten Ostergaard

Kirsten Ostergaard

Electronic Resources & Discovery Services Libraria, Montana State University

Sunday June 12, 2016 9:00am - 10:00am PDT
Alvorado C